@SaItinerant Avatar @SaItinerant RandomItinerantSA

RandomItinerantSA posts on X about copper, in the, stocks, $slsto 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 finance 44% stocks 33% technology brands 21% countries 8% travel destinations 2% currencies 1% exchanges 1% automotive brands 1% cryptocurrencies 1%

Social topic influence copper #1373, in the 9%, stocks 7%, $slsto 6%, $mrvl 6%, ceo 6%, china 6%, market 6%, major 6%, $ivnto #2

Top accounts mentioned or mentioned by @finansmerak137 @nuggetcapital @pandawatch88 @aleabitoreddit @marketplunger1 @hfiresearch @insaneanalyst @michaelkantro @freightalley @andreassteno @jukan05 @techfund1 @lanceroberts @businesscycle @mcclellanosc @bennikim @calvinfroedge @valuenotdeadyet @jenstilmanydots @wutangcham

Top assets mentioned Marvell Technology Inc (MRVL) Now Coin (NOW) Freeport-McMoRan Inc (FCX) Adobe, Inc. (ADBE) Fluence Energy, Inc. (FLNC) XPO LOGISTICS, INC. (XPO) Whirlpool Corporation (WHR) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) RXO, Inc. (RXO) PayPal Holdings Inc (PYPL) Lyft, Inc. Class A Common Stock (LYFT) Microsoft Corp. (MSFT) Alibaba Group (BABA) Atour Lifestyle Holdings Limited (ATAT) Peabody Energy Corporation (BTU) Ramaco Resources, Inc. Common Stock (METC) Flare (FLR) Natera, Inc. Common Stock (NTRA) Intuitive Surgical, Inc. (ISRG) Atlassian Corporation PLC (TEAM) GXO Logistics, Inc. (GXO) QXO, Inc. Common Stock (QXO) Noble Corporation (NE) NVIDIA Corp. (NVDA)

Top Social Posts

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

"@NuggetCapital Copper has been good for my account so far Last year had chance to buy junior miners sitting on large resources at tiny fractions of NAV. $SLS.TO $SOLG.L $SRL.V all up 3x now and still v. cheap. Bought $FCX $IVN.TO in April last year; sold $FCX recently for double (cont'd)"
X Link 2026-02-15T13:34Z [---] followers, [--] engagements

"More bearish noise on Marvell $MRVL: made up garbage directly contradicting what the CEO said on the latest ER which implied 1) MRVL is doing AWS's next gen Trainium [--] chip and 2) No change in MRVL's role designing & making MSFT's custom chip which launches in 2027: $MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium [--] and [--] designs to Alchip which they see behind the slowdown to 20% XPU growth in [----] and Amazon revenue leaning on Tranium 2/Kuiper rather than new wins. The Information also https://t.co/wDLaaoQ38e $MRVL trading lower after"
X Link 2025-12-08T13:39Z [---] followers, [----] engagements

"@pandawatch88 Sold my $JFIN after the ER and put the $ into $QFIN - the relatively safe quality bet. $JFIN ER was so minimalist on what was happening & how the business would be going forward. But guidance showed profits wipeout. Has been a lesson in the dangers with 2x-3x PE stocks"
X Link 2025-12-21T11:16Z [---] followers, [---] engagements

"@jukan05 I would add a nr 4: [--]. "Marvell $MRVL has lost AWS Trainium [--] &4 to Alchip and is in danger of losing MSFT Maia program to Broadcom.""
X Link 2025-12-21T12:37Z [---] followers, [---] engagements

"@aleabitoreddit Some people who can't/wont pay attention properly claim Marvell is only doing an XPU-attach for Trainium [--]. But Murphy clearly said on the earnings call that it is an XPU: "Next year's custom revenue forecast comprehends a transition to a next-gen XPU at a large customer.""
X Link 2025-12-31T15:19Z [---] followers, [----] engagements

"Buy Intuitive Surgical $ISRG now with 2026E PE multiple of [--] and PEG ratio [--] Or find a co that will eat ISRG's lunch in China & developing world with a surgical system as good as theirs but at lower price & cost. Long Microport Medbot $2252.hk https://x.com/i/trending/2014454104723263544 https://x.com/i/trending/2014454104723263544"
X Link 2026-01-23T11:37Z [---] followers, [---] engagements

"@NuggetCapital Compare it YTD with my favorite CDN O&G shitco Saturn $SOIL.TO ;) Saturn will prove itself to be another SINO (=Shitco In Name Only) just like ATH & TVE. As for BTE it turned out to be a shitco for real unfortunately. Will never forgive & forget their sale of the EF assets"
X Link 2026-02-05T23:45Z [---] followers, [--] engagements

"The hysterical "AI will kill software" narrative gets confronted with reality: The earnings report I was waiting for all day: it wasnt Amazon. It is Atlassian: which we dont own but this is a really clean read on the state of software. They touch everything. Developers Non technical teams Simple daily workflows Deep complex systems across https://t.co/jshuIPafiZ The earnings report I was waiting for all day: it wasnt Amazon. It is Atlassian: which we dont own but this is a really clean read on the state of software. They touch everything. Developers Non technical teams Simple daily workflows"
X Link 2026-02-06T12:35Z [---] followers, [--] engagements

"@techfund1 Renesas (which I'm long since Sept 2025) is another player in this area. It's a peer & competitor of Infineon and also owns a large minority stake in Wolfspeed (37%; will be 48% in future if their convert. bond - equity). More attractive valuation than Infineon last I checked"
X Link 2026-02-15T16:00Z [---] followers, [---] engagements

"The bullish outlook for trucking co's keeps getting more bullish. Long $XPO & $RXO (and also the other Brad Jacobs co's $GXO & $QXO unrelated to trucking). RATES.USA an index which measures the delta between spot and contract truckload rates is flashing bright green that the Great Freight Recession in finished. The last time we saw RATES surge like this was in summer [----] - the start of the COVID capacity crunch. https://t.co/nROr3CgG8B RATES.USA an index which measures the delta between spot and contract truckload rates is flashing bright green that the Great Freight Recession in finished."
X Link 2026-01-09T17:16Z [---] followers, [---] engagements

"Whirlpool $WHR a prominent & well regarded US manufacturer of durable household goods (fridges etc) is a perfect pick for the period ahead: Econ growth & goods consumption revival; tariffs on Asian competitors; coming housing market revival. Beaten down & dirt cheap rn:"
X Link 2026-01-11T12:46Z [---] followers, [---] engagements

"Investors in trucking co's are partying too :) $XPO $RXO The freight market is cooking. Volumes are up 3% YoY and the highest levels since June [----] and tender rejections are surging to 13.78%. Time to get real - its time for truckers to party. https://t.co/PHLoq8Dn1A The freight market is cooking. Volumes are up 3% YoY and the highest levels since June [----] and tender rejections are surging to 13.78%. Time to get real - its time for truckers to party. https://t.co/PHLoq8Dn1A"
X Link 2026-02-04T15:41Z [---] followers, [----] engagements

"Managed to resist the falling knife called Paypal $PYPL previously but now I've succumbed. Hysterical overreaction to ER; none of their businesses are falling off a cliff some (e.g. Venmo) are flourishing. Will buy back 15% of their shares this year at current price"
X Link 2026-02-05T09:25Z [---] followers, [---] engagements

"I have adjusted the [----] operating profit above by adding back the one-off non-operating hit of $168M to Q4 revenue mentioned in the ER. $Lyft should easily achieve +ve operating profit this year with their new higher-margin business lines ramping up"
X Link 2026-02-11T15:18Z [---] followers, [--] engagements

"@NuggetCapital Nice chart but I prefer my offshore drillers. Noble $NE matches Tenaz YTD and then there's this one:"
X Link 2026-02-14T20:06Z [---] followers, [--] engagements

"@NuggetCapital $FCX is probably overvalued at $60+ unless copper price heads higher and I suspect same is true for miners in Canada and other "safe/established" regions. Not interested in those ones at all"
X Link 2026-02-15T13:44Z [---] followers, [--] engagements

"Polymarket should open betting on whether Andreas has nailed the bottom in the software selloff with this article. I would like to bet 'yes' :) Some SaaS co's will probably get killed or diminished by AI but there are others that will actually benefit a lot. E.g. $NOW $ADBE. https://t.co/aPcuRpjaSf https://t.co/aPcuRpjaSf"
X Link 2026-02-04T17:25Z [---] followers, [---] engagements

"$LYFT: market's disappointment with Q4 ER is they failed to reach +ve operating profit in Q4 & [----] which analysts had expected. However they are definitely making progress in that direction. Operating profit in past [--] years: 2023: -476M 2024: -119M 2025: -20M"
X Link 2026-02-11T15:15Z [---] followers, [--] engagements

"@LanceRoberts I was already loaded with energy (lots) industrials (a bit) healthcare (some) and materials (lots). Now I've been buying the parts of tech that have become unpopular & cheap -software & a couple of Mag 7s for the 1st time.: $MSFT $NVDA $AVGO $NOW $ADBE $PYPL"
X Link 2026-02-11T15:32Z [---] followers, [---] engagements

"Those of us who know who to pay attention to are not surprised by the robust #employment number today. ECRI (Lakshman Achuthan @businesscycle) called it in advance. Data-driven analysis by real experts the gut-feelings of social media gurus. https://www.youtube.com/watchv=FEXe0wXtcEY https://www.youtube.com/watchv=FEXe0wXtcEY"
X Link 2026-02-11T16:42Z [---] followers, [--] engagements

"RT @McClellanOsc: History shows this is a bottoming indication"
X Link 2026-02-12T22:11Z [---] followers, [---] engagements

"RT @HFI_Research: Brent 1-2 timespreads back to the highs. 3-2-1 crack spread inching higher. (Note: Divide chart by 3) The physical mark"
X Link 2026-02-13T10:39Z [---] followers, [--] engagements

"@NuggetCapital $IVN.TO will be longterm hold for me - they are sitting on the best copper deposits in the world in DRC with big discoveries that haven't been turned into mines yet. Worth a lot more than current market cap even if copper price crashes to $4"
X Link 2026-02-15T13:38Z [---] followers, [--] engagements

"True. The way I see it as a generalist is the value is not in the software itself but in all the stuff that's been built on top of the software and the ecosystem around it. And also in the ongoing upgrades of the software & the support available when stuff doesn't work. Dear Generalists 70%+ of commercial SaaS code is free open source. Multi-billion $ moats have been built on top of free software for decades If your thesis is cheaper/faster dev cycles kills SaaS youre [--] years late. The product isn't the code Dear Generalists 70%+ of commercial SaaS code is free open source. Multi-billion $"
X Link 2026-02-15T20:17Z [---] followers, [--] engagements

"@BenniKim Airbus is also a good way to play European defense spending - still a long way to go for its defense-related revenue to catch up to Boeing as a percentage of total revenue"
X Link 2026-01-19T11:00Z [---] followers, [---] engagements

"#natgas So much focus on power demand these days. obsessing over coal stockpiles etc. Industrial demand seems to get no attention but actually it is a potential growth driver. 26% of total demand. Very responsive to low prices and helped by improving PMIs"
X Link 2023-03-29T06:56Z [---] followers, [---] engagements

"@calvinfroedge If interested in miners then consider the ultra-hammered Chinese property developers for some extra excitement. Their prospects/outlooks are intertwined w/ miners to some extent. Terrible balance sheets but Xi has their back :) Country Garden ($2007.HK) is the biggest & safest"
X Link 2023-07-01T09:30Z [---] followers, [---] engagements

"One similarity: Over the long-term demand for real estate in Chinese cities will continue to grow due to the ongoing urbanization which still has a very long runway ahead. Similar to the long-term outlook for oil demand back in 2020"
X Link 2023-08-11T10:03Z [---] followers, [--] engagements

"For full disclosure I have a small position in Country Garden $CTRYY $2007.HK in Hong Kong which I knifecatched during the Oct [----] selloff cost basis [----] HKD. No plans to sell or add for now will just watch and see how this plays out"
X Link 2023-08-11T10:29Z [---] followers, [--] engagements

"@ValueNotDeadYet Was hoping they would do it at the latest ER. But from what they said it seems they just don't get it. Losing confidence in $BABA management now & reduced my position. There are other Chinese co's which are good & cheap. I have $YUMC Zijin ($2899.hk) Tencent $PDD"
X Link 2024-02-11T14:40Z [---] followers, [---] engagements

"@jenstilmanydots Which copper miners do you like My picks so far are the major Zijin ($2899.hk) and junior Solaris $sls.to"
X Link 2024-02-20T14:31Z [---] followers, [---] engagements

"The silver rally is driven largely by growth in solar panels which in turn drives demand for battery storage with $FLNC being a major beneficiary. So I will continue to play this via $FLNC while sticking with my gold miner $PAF.L and Zijin $2899.HK for copper/gold/silver. After breaking a 13-year support two months ago the gold-to-silver ratio appears to be at an early-stage downward trend. Although I firmly believe that gold remains historically attractive relative to the money supply and the current lack of fiscal discipline I believe there https://t.co/GfPA1Y5IYD After breaking a 13-year"
X Link 2024-07-08T17:33Z [---] followers, [---] engagements

"V. good article about China's major #copper & #gold miner #Zijin: "Theyre the fastest-growing copper miner and they fly a bit under the radar. Theyve ramped up mines internationally v. successfully" - Colin Hamilton managing dir. for commodities @ BMO https://finance.yahoo.com/news/china-fast-growing-copper-champion-230027437.html https://finance.yahoo.com/news/china-fast-growing-copper-champion-230027437.html"
X Link 2024-10-03T02:55Z [---] followers, [--] engagements

"I've been long Zijin since Dec '23. It's a lot cheaper than Western majors like $FCX and with much better growth outlook too Its listing is in Hong Kong: $2899.HK but its shares also trade OTC in the US as $ZIJMY"
X Link 2024-10-03T03:00Z [---] followers, [--] engagements

"@marketplunger1 Bullish for Ivanhoe Mines who among other good things have one of the world's largest PGM mines in development: (disclosure: yes I'm long $IVN.TO) https://www.ivanhoemines.com/what-we-do/operations-projects/platreef-development-project/ https://www.ivanhoemines.com/what-we-do/operations-projects/platreef-development-project/"
X Link 2025-05-23T17:56Z [---] followers, [---] engagements

"@wutangcham @dnystedt These Asian sources know nothing about what MRVL is doing for AWS on Trainium. They only know what Alchip is doing. The info here is compatible with AWS pursuing a dual path for T3 & T4 as I suggested previously: https://x.com/SaItinerant/status/1955682308276777348 @ying_chieh60131 Looks to me like AWS is probably pursuing a dual path with MRVL and AWS's in-house custom chip team (helped by Alchip) each developing their own versions of T3 & T4. MRVL CEO has repeatedly said they are doing the next gen Trainium chip & expecting higher vol than current one."
X Link 2025-08-14T10:14Z [---] followers, [---] engagements

"China stocks rising again after a period of pullback & consolidation following the big pop last year. China making new decade high but retail participation is measured unlike the sharp but transient rally last Sept. As growth slowing market is betting on renewed policy support. Liquidity is abundant and helps support the market. https://t.co/lWl6EyZKxa China making new decade high but retail participation is measured unlike the sharp but transient rally last Sept. As growth slowing market is betting on renewed policy support. Liquidity is abundant and helps support the market."
X Link 2025-08-22T08:10Z [---] followers, [---] engagements

"My favorite way to play it as a Westerner remains the China "Nasdaq" ETF $CNXT supplemented by various individual names: Alibaba $BABA Tencent $TCEHY Tencent Music $TME JD $JD PDD $PDD A-tour $ATAT Jiayin $JFIN CATL $3750.hk China biotech ETF $2820.hk"
X Link 2025-08-22T08:18Z [---] followers, [---] engagements

"Only $MRVL and AWS know what MRVL is & will be doing in AWS's Trainium chip program beyond the info that MRVL CEO Murphy reveals which is v. minimal out of respect for customer confidentiality. (2/n)"
X Link 2025-09-03T12:19Z [---] followers, [---] engagements

"Alchip might find out the hard way how much it p*sses off AWS when they talk so much and so loudly about what they think AWS will do in its Trainium program. Bad enough if they only talk about their role; so much worse when they speculate on what AWS will do with others ($MRVL)"
X Link 2025-09-03T12:24Z [---] followers, [---] engagements

"Someone should give those Alchip folks a lesson in Western cultural etiquette before its too late. (/end)"
X Link 2025-09-03T12:26Z [---] followers, [---] engagements

"@sunriverflow @rubicon59 @tech_month @sunriverflow Can you say where you got this from please It's hard to believe the head of AWS would be passing insider info like this to a "client" investor. There's been no public announcement from AWS that they are "working mainly with Alchip for the 3mn Trainium chip""
X Link 2025-09-03T15:26Z [---] followers, [---] engagements

"@rwang07 Indeed he did and Matt Murphy was more forthcoming with replies this time. Does it change your views on MRVL vs Alchip for AWS Trainium program"
X Link 2025-09-29T03:33Z [---] followers, [---] engagements

"@marketplunger1 Bought a bunch of them earlier this year after Trump started talking about "beautiful coal" and @gorozen mentioned that historically coal always leads in commodity supercycles. The timing was fortuitous $BTU $METC $GLEN.L"
X Link 2025-10-01T20:24Z [---] followers, [---] engagements

"@majdav_ @marketplunger1 Peabody $BTU & Glencore $GLEN.L were actually the only coal names I knew and both looked undervalued when I bought in July. I don't know $ARLP or the others. $METC came on my radar as a Fluor shareholder when $FLR issued a +ve assessment of viability of $METC's rare earth mine"
X Link 2025-10-02T08:07Z [---] followers, [---] engagements

"@Jukanlosreve Alchip shares down 3% today in Taipei after declining 15% in the past month. Seems the market is not persuaded by this note. Anyway it doesn't exclude the likelihood of AWS dual sourcing T3 & T4 with MRVL and Annapurna/Alchip as the two sources"
X Link 2025-10-02T11:57Z [---] followers, [---] engagements

"@insane_analyst Check the price action in Alchip shares today to see what the market thought about this exciting news ;)"
X Link 2025-10-02T12:01Z [---] followers, [---] engagements

"@MichaelKantro @PiperSandler Congrats Long $PIPR :)"
X Link 2025-10-28T23:20Z [---] followers, [---] engagements

"@pandawatch88 Why would anyone want to buy Natera $NTRA reaching breakeven in [----] with 2027E Rev/EV of 9x and rev growth 20% when you can instead buy Evolus $EOLS with 2027E P/E of 8-9x and 2027E Rev/EV a bit over 1x with rev growth 25-30% Small market cap $1B for $EOLS the only reason"
X Link 2025-11-16T12:28Z [---] followers, [---] engagements

"@pandawatch88 Can add that $NTRA and $EOLS both have gross margin in the mid 60s%"
X Link 2025-11-16T12:33Z [---] followers, [---] engagements

"@pandawatch88 @TheLAPurchaser Thanks glad to hear it. There's some medical equipment exposure in my other China etf $CNXT including Mindray as one of the top [--] holdings"
X Link 2025-11-30T14:22Z [---] followers, [--] engagements

"The biggest contributions came from stocks that I doubled/tripled down on during deep selloffs: Solgold $SOLG.L Marvell $MRVL Solaris $SLS.TO Fluence $FLNC. 6-bagger with Lumentum $LITE from selloff low also helped. A bunch of others have done v. well too"
X Link 2025-12-01T06:15Z [---] followers, [---] engagements

"And here is the performance while I was on the Saxo platform. Two doubles there: $32K in Jan [----] had become $125K in Feb [----]. The 2nd double required first being cut in half in the covid selloff just like this year. $FCX & $CIT / $FCNCA biggest contribs from the covid lows"
X Link 2025-12-01T06:26Z [---] followers, [---] engagements

"The ER comments also implied MRVL is doing AWS future Trainium [--] chip (2mn) too. This doesn't preclude AWS dual sourcing these chips with their in house custom chip team (helped by Alchip) the other source. But the 20% custom chip growth forecast implies MRVL getting most of it"
X Link 2025-12-08T13:45Z [---] followers, [---] engagements

"@BenBajarin @erennyager "TR3 still only XPU attach IO" - Their role in TR3 & TR4 is much debated and unclear at present it seems. Previously they counted TR as an XPU win. An analyst should simply ask them "is the next gen TR still an XPU for you or now an XPU-attach""
X Link 2025-12-10T16:09Z [---] followers, [--] engagements

"@pandawatch88 Looking beyond the megacaps $ATAT and $TME both satisfy these criteria (two of my picks)"
X Link 2025-12-11T11:59Z [---] followers, [--] engagements

"Bullish outlook for trucking co's. So this is why my $XPO has been going up recently. Rejection levels have hit the highest levels since the start of the Great Freight Recession in [----] and spot rates are also surging. The rally will continue into next year if the compliance crackdown stays in place. If we get any volume pops due to economic improvements or https://t.co/XYPdNzDJXc Rejection levels have hit the highest levels since the start of the Great Freight Recession in [----] and spot rates are also surging. The rally will continue into next year if the compliance crackdown stays in place."
X Link 2025-12-17T02:55Z [---] followers, [---] engagements

"@FinansMerak137 @aleabitoreddit That sounds compatible with what I've been expecting that AWS is dual sourcing TR3 with their in-house custom chip team (helped by Alchip) being the other source. But considering the complexity of these chips I expect it is Alchip who is doing the "lite" one"
X Link 2025-12-31T16:13Z [---] followers, [---] engagements

"@FinansMerak137 @aleabitoreddit It sounds like you are referring to the "TR 2.5" that some have claimed MRVL was doing. Harlan Sur explicitly refuted this in one of his analyst notes saying there is no [---] and MRVL is doing the next gen TR34. (cont'd)"
X Link 2025-12-31T16:49Z [---] followers, [--] engagements

"@FinansMerak137 @aleabitoreddit It's natural that AWS would want to get maximum use from their inhouse team though so not surprising that they dual source TR34 if they can manage it. Saves them some $ since the inhouse/Alchip versions will be cheaper than the MRVL ones"
X Link 2025-12-31T16:52Z [---] followers, [---] engagements

"@FinansMerak137 @aleabitoreddit The comments of the CEO & analysis of Harlan leave no doubt that MRVL is doing TR34 completely not just some part. But looks like AWS is dual sourcing these with their inhouse team + Alchip being the other source. MRVL = quicker & more reliable; later Alchip version = cheaper"
X Link 2025-12-31T23:09Z [---] followers, [---] engagements

"I acknowledge that the high debt of $WHR is a significant risk. Net debt currently $7.6B - extreme leverage vs [----] EBITDA $0.5B. However I expect that after a few years the business gets back to [----] level where EBITDA was $2.3B implying manageable leverage of 3.3x"
X Link 2026-01-11T15:18Z [---] followers, [---] engagements

"The current cheapness of $WHR is shown in the Shiller PE Ratio of 11x which incorporates the earnings over a business cycle. This is historically low for WHR (average is 18x) and also towards the lower end of its peer group"
X Link 2026-01-11T15:24Z [---] followers, [---] engagements

"RT @FreightAlley: This is a lagging indicator. Trucking hasn't been this bullish in years"
X Link 2026-01-18T07:39Z [---] followers, [--] engagements

"RT @TommyDeepwater: Jubilee E&P partners Kosmos and operator Tullows bonds trade at distressed levels amid the fields production issues"
X Link 2026-01-18T07:55Z [---] followers, [--] engagements

"RT @fiscal_ai: Adobe over the last [--] years: Free Cash Flow per Share: +111% Stock Price: -35% $ADBE"
X Link 2026-01-18T09:08Z [---] followers, [--] engagements

"RT @chigrl: Two key points: 1.Barrels offshore are sanctioned barrels [--]. The world is short of space capacity Aramco CEO says oil glut"
X Link 2026-01-22T16:12Z [---] followers, [--] engagements

"If I wasn't long UBTech $9880.hk already I certainly would be after seeing this sore loser copium from their prominent US competitor. This came from the video release of this Chinese company delivering these (fake) robots to their customers: "Hundreds of UBTECH have been delivered to our partners" https://t.co/N4UyfAIxnJ This came from the video release of this Chinese company delivering these (fake) robots to their customers: "Hundreds of UBTECH have been delivered to our partners" https://t.co/N4UyfAIxnJ"
X Link 2026-01-22T17:19Z [---] followers, [---] engagements

"https://x.com/BlackApple/status/1989394153332248612 @adcock_brett As usual wrong again. Video was real and people are actually producing at scale and delivering w out their customers calling you them a lier. https://t.co/tbBTueZd2V https://x.com/BlackApple/status/1989394153332248612 @adcock_brett As usual wrong again. Video was real and people are actually producing at scale and delivering w out their customers calling you them a lier. https://t.co/tbBTueZd2V"
X Link 2026-01-22T17:25Z [---] followers, [--] engagements

"UBTech to supply fake robots to Airbus for their (fake I presume) factories according to this fake article from Reuters. And this was after Texas Instruments bought fake UBTech robots to help make their fake semiconductor chips. #allfake #copium https://www.reuters.com/world/asia-pacific/ubtech-agrees-airbus-deal-expand-robot-use-aviation-manufacturing-2026-01-21/ https://www.reuters.com/world/asia-pacific/ubtech-agrees-airbus-deal-expand-robot-use-aviation-manufacturing-2026-01-21/"
X Link 2026-01-22T17:51Z [---] followers, [--] engagements

"RT @neilksethi: Mike Wilson: Should investors stick with small caps despite the falling cumulative probability of Fed rate cuts this year"
X Link 2026-01-22T18:31Z [---] followers, [--] engagements

"RT @NorthstarCharts: If you expect oil to stay below $200/barrel for the next 5-8 years you're ignoring [---] years of evidence 👇 https://t"
X Link 2026-01-23T13:11Z [---] followers, [---] engagements

"@insane_analyst $Lite valuation is fine: 2027E PE of 37x with 56% earnings growth - PEG ratio of [---]. Peter Lynch would approve :) Ongoing upward revisions to future years rev. & earnings too. Long $LITE (& $COHR) from the depths of the tariffs selloff last year; one of my biggest winners"
X Link 2026-01-24T11:56Z [---] followers, [---] engagements

"Two supercycles underway at present: AI data center capex spending & commodities which started with gold & now broadening out to metals; oil next :) My account is heavily benefitting from both now up 9x since [----]. Biggest contribs: $SLS.TO $SOLG.L $KOS $LITE $COHR $FLNC"
X Link 2026-01-29T12:23Z [---] followers, [---] engagements

"The mentioned stocks are the biggest contributors for the past [--] months; before that it was others"
X Link 2026-01-29T12:26Z [---] followers, [--] engagements

"#Oil market participants should look at & reflect on what is happening in the #copper market. It's not really tight - copper inventories are rising in all the major trading centers + futures curve has been in contango for years. But copper keeps ripping higher. (1/2) #oott"
X Link 2026-01-29T14:31Z [---] followers, [---] engagements

"Expectation of undersupply in the years ahead is what has been driving the multiyear up-move in copper. Given the similar expectation for oil how long until a price dynamic similar to copper market takes hold History indicates it's coming: (2/2) https://x.com/NorthstarCharts/status/2014318497367535908 If you expect oil to stay below $200/barrel for the next 5-8 years you're ignoring [---] years of evidence 👇 https://t.co/XoyuxO70Zc https://x.com/NorthstarCharts/status/2014318497367535908 If you expect oil to stay below $200/barrel for the next 5-8 years you're ignoring [---] years of evidence 👇"
X Link 2026-01-29T14:37Z [---] followers, [--] engagements

"RT @HFI_Research: Dont tell IEA but prompt Brent 1-2 timespread is over $1 into expiry. +4 million b/d for Q1 they said. https://x.com/yukifartlek https://x.com/yukifartlek"
X Link 2026-01-29T17:16Z [---] followers, [--] engagements

"RT @RihardJarc: When it comes to $MSFT people are too short-sighted. Azure grew 39% YoY and not more (as some were expecting) because t"
X Link 2026-01-29T17:45Z [---] followers, [--] engagements

"RT @METhompson72: I hear last nights #copper buying was a Chinese merchant stopping out several smelters who had oversold against concentr"
X Link 2026-01-29T19:39Z [---] followers, [--] engagements

"Citron are bastards when they short my stocks (which hasn't happened for a long time thankfully) but their long ideas are interesting & maybe even good. Never would have expected them to like & be long a quantum computing co but this one is different from the overhyped others: $IBM conference call gives visbility into $RGTI going back to single digits and $CCCX going much higher.- During the Q4 [----] earnings call yesterday IBM CEO Arvind Krishna didn't mince words about where the industry is going which should make every Rigetti bull fold their hands $IBM conference call gives visbility into"
X Link 2026-01-29T22:31Z [---] followers, [--] engagements

"@AndreasSteno @MacroReSurf This list is far from complete. E.g. Marvell $MRVL and Coherent $COHR should also be there. There are also some smaller speculative names that will either crash & burn or be future multibaggers. E.g. $AAOI $POET"
X Link 2026-01-30T11:18Z [---] followers, [---] engagements

"Whatever fearful narratives used to explain this market/tech selloff I'm sure the real reason is this: In the days leading up to it a statistic showed fund managers cash positions at historic lows. Timid managers who had been waiting for "clarity" finally got in - Flush time"
X Link 2026-01-30T12:02Z [---] followers, [--] engagements

"RT @JeffWeniger: At [----] the silver-to-copper ratio just passed November [----] levels. The high was January [----] when they pulled the rug"
X Link 2026-01-30T12:15Z [---] followers, [--] engagements

"@Lord_of_Biotech I've been fighting the market in this one for quite a while & loading the boat even more now. Take a look at the price action in $FLNC 2025-present to see how it is likely to play out. $EOLS like $FLNC is a favorite short of the HFs and almost no one on other side"
X Link 2026-01-31T12:53Z [---] followers, [---] engagements

"@Ashton_1nvests Been looking at this one over the weekend planning to start a position on Monday. Perceived AI loser that will actually be a big AI winner. Attractive valuation now for such a high quality growth co: forward PE has PEG ratio near [--]. In the past it was usually [--] or more. $NOW"
X Link 2026-02-01T15:56Z [---] followers, [--] engagements

"@AndreasSteno IMO the best (most detailed & convincing) argument was given in the latest q earnings call from $NOW. It focuses on $NOW's situation of course but applies to some other SaaS co's too"
X Link 2026-02-03T16:25Z [---] followers, [---] engagements

"It's clear where production growth will and won't be coming from among the #copper majors in the years ahead. Long Zijin $2899.HK and I should check out CMOC $3993.HK. https://www.mining.com/web/visualizing-the-growth-of-chinese-copper-miners/ https://www.mining.com/web/visualizing-the-growth-of-chinese-copper-miners/"
X Link 2024-08-19T14:06Z [---] followers, [---] engagements

"If global #macro is in the dumps & about to get worse due to tariffs as most of the finance pros & gurus on here tell us then why are Korean heavy industry stocks on fire rn E.g. the major ship builder HD Korea S.O.E. $009540.KS:"
X Link 2025-06-10T15:43Z [---] followers, [---] engagements

"LNG Canada Phase [--] FID looks definite for next year Yay An extra 2bcf/d gas demand. Should be done in [--] years after FID. Bullish for CDN natgas producers esp. $TOU. Also bullish for the LNG Canada project managers Fluor $FLR & JGC Corp $1963.T assuming they get Phase [--] too. Interesting in Gas This Week - Shell indicates in analyst update that LNG-Canada Ph2 FID anticipated before YE'26. Thats a when no longer an if - Fed [--] major project list for rapid advancement anticipated to include new oil pipeline to pacific power from BC to Yukon LNG-C https://t.co/8w2fH2O2j1 Interesting in Gas This"
X Link 2025-09-06T11:46Z [---] followers, [---] engagements

"@CRUDEOIL231 A tragedy indeed and shows how difficult & dangerous block mining is. But a boon for copper price & other producers. My $IVN.TO up 10% today and my $SLS.TO (which hasn't even built a mine yet but will have an open pit mine) up 8% at multiyear high"
X Link 2025-09-24T18:12Z [---] followers, [---] engagements

"@marketplunger1 I got Ivanhoe $IVN.TO with their massive new PGM mine in S. Africa ramping up operations now. Not a pure play on PGMs but it'll do nicely. Up 6% today so far :)"
X Link 2025-10-08T14:46Z [---] followers, [---] engagements

"@ira_joseph @ColumbiaUEnergy Security & independence seems to be the driving force in energy policies these days. E.g. its the real reason for so much renewables + coal in China. Investor perspective: implies growth for co's involved in energy infra buildouts like this one. My pick: JGC Corp $1963.T"
X Link 2025-12-21T13:05Z [---] followers, [--] engagements

"@gabcasla @DeepCapital_ @TyberiusMaximus I can add that a lot of smaller FLNG projects using FPSO are happening in Asia-Pacific region at least. I'm a shareholder in JGC Corp $1963.T who do project management of these as a large part of their business and it's booming (as reflected in their share price performance)"
X Link 2026-01-07T22:44Z [---] followers, [--] engagements

"RT @FreightAlley: SONAR's tender freight volume data has been signaling this was coming since Thanksgiving. High-frequency tender data is"
X Link 2026-02-02T19:38Z [---] followers, [--] engagements

"The SaaSpocolypse lol. Of course I'm going the other way. Added to recent positions in $NOW & $ADBE today. The latest q earnings call from $NOW addresses the AI concerns head-on and in detail. Recommend reading it. https://finance.yahoo.com/news/traders-dump-software-stocks-ai-115502147.html https://finance.yahoo.com/news/traders-dump-software-stocks-ai-115502147.html"
X Link 2026-02-03T16:18Z [---] followers, [---] engagements

"So this is another thing driving the emerging supercycle in metals. CBs buying gold and China also stockpiling copper & other industrial metals. Will also benefit junior miners with big projects (e.g. my $SLS.TO) since the Chinese majors will be bidding hard for them"
X Link 2026-02-03T16:50Z [---] followers, [---] engagements

"RT @MichaelKantro: The strongest sign of a broadening market rotation we've seen since [----] - Value stocks are now becoming the momentum tr"
X Link 2026-02-03T22:18Z [---] followers, [--] engagements

"Despite the hysteria & dumb monkey narratives this selloff has no real basis in fundamentals it's all about flushing the leverage that had been ramping up. And spooking the timid fund managers who had just gotten back in the market after months of waiting for "clarity""
X Link 2026-02-05T19:57Z [---] followers, [--] engagements

"As for #bitcoin $BTC the beatings will continue until morale improves or until the degen crypto bros learn the error of their 100x leveraged ways"
X Link 2026-02-05T20:00Z [---] followers, [---] engagements

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