@burn1ngtheta Avatar @burn1ngtheta Mike

Mike posts on X about silver, $vale, $nem, $ag 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 35% stocks 14% automotive brands 5% cryptocurrencies 5% social networks 1% technology brands 1% luxury brands 1% countries 1%

Social topic influence silver 10%, $vale #27, $nem 7%, $ag 6%, in the 5%, $cde #44, fed 3%, $slv 3%, nem 3%, commodities 3%

Top accounts mentioned or mentioned by @sempervigilant1 @dogmatixxxx @investornick @sorenthek @silverbark3 @buyingmyfreedom @pmbug @thhappyhawaiian @profitsplusid @dampedspring @tgmacro @squeezestreet @jbulltard1 @dharker13 @desertviewsca @goldseek @goldgrumpgranpa @bankerweimar @kyrradio @freightalley

Top assets mentioned VALE S.A. (VALE) Newmont Corporation (NEM) FIRST MAJESTIC SILVER CORP (AG) Coeur Mining, Inc. (CDE) Bitcoin (BTC) EQIFi (EQX) New Gold Inc. (NGD) Agnico Eagle Mines Ltd. (AEM) Delysium (AGI) JPMorgan Chase (JPM) Strategy (MSTR) Costco Hot Dog (COST) Tesla, Inc. (TSLA) SPDR GOLD ETF (GLD)

Top Social Posts

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

"@DogMatixxxx @squeezestreet Glad to hear your doing well with this one. Im currently loaded up in calls from March [--] out to Jan [--]. Its been a great confluence of the technicals and fundamentals coming together in the context of a metals bull market"
X Link 2026-02-04T12:11Z [---] followers, [--] engagements

"@DogMatixxxx @squeezestreet Sounds like were operating in the same head space. Deep in $AG and $CDE shares and have the March $25 calls for $CDE earnings picked up last week in the selloff"
X Link 2026-02-04T12:16Z [---] followers, [---] engagements

"@jbulltard1 $VALE hitting your screeners yet"
X Link 2026-02-04T13:56Z [---] followers, [--] engagements

"@Investor_NICK_ No chance youll get me to leave the burbs to grab a meal in Minneapolis or St Paul these days"
X Link 2026-02-10T01:47Z [---] followers, [--] engagements

"@FreightAlley The Fed has been POLITICAL all along"
X Link 2026-02-10T22:47Z [---] followers, [---] engagements

"@DHarker13 Agree on the forced selling scenario but I I have no doubt the reaction function will be for the fed and the fiscal side to step in and buy it all which will inevitably send the metals still higher. The threat to the system is existential now and they only have one play in the πŸ“–"
X Link 2026-02-10T23:26Z [---] followers, [--] engagements

"@DogMatixxxx Currently in the March $16 June $18 and Jan [--] $20 calls. Theyve all done quite nicely so far. Im currently working on managing those March $16 calls"
X Link 2026-02-11T01:10Z [---] followers, [--] engagements

"@Investor_NICK_ Will have boots on the ground on this one soon. 🀣 My son whos a sophomore at UNL will be starting a job at Chipotle in Lincoln later this week. Will be curious to get his take on what the marching orders are for the front line"
X Link 2026-02-11T11:24Z [---] followers, [--] engagements

"@spomboy Smoothing the curve"
X Link 2026-02-11T14:14Z [---] followers, [---] engagements

"@jbulltard1 Those autistic beauties need to find the metals and miners trade AsAP I have some bags that are getting heavy and Im getting ready to unload on them"
X Link 2026-02-11T22:33Z [---] followers, [---] engagements

"@Investor_NICK_ Hate to say it but Minneapolis is a lost cause. Grew up there and its no longer a functioning city. Few more years here in Minnesota and Ill feel great when my hard earned money no longer funds the DFL fraud machine"
X Link 2026-02-12T23:41Z [---] followers, [--] engagements

"@Investor_NICK_ $GDX + 182%"
X Link 2026-02-12T23:43Z [---] followers, [---] engagements

"@profitsplusid @DogMatixxxx @pmbug @SemperVigilant1 @BullionaireBob @Sorenthek Your industry insights are invaluable Bob"
X Link 2026-02-12T23:58Z [---] followers, [--] engagements

"Now and [----] on the daily SI futures chart. Very different reaction at the [--] day SMA comparatively. So far respecting it well see what happens next"
X Link 2025-11-22T17:40Z [---] followers, [--] engagements

"After a [--] year hiatus I finally got some words on digital paper. If youve been watching these recent moves in the metals markets and wondering how to participate this is brief write up on how Im approaching $VALE https://open.substack.com/pub/michaelrschreiber/p/the-case-for-using-leaps-with-valer=kn6n0&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/michaelrschreiber/p/the-case-for-using-leaps-with-valer=kn6n0&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-24T20:43Z [---] followers, [---] engagements

"If youre going to spend and hour watching YouTube this week this should be your #1 choice @SquirrelMacro @profplum99 @BenBrey https://m.youtube.com/watchv=0BujPY3nfBE https://m.youtube.com/watchv=0BujPY3nfBE"
X Link 2026-02-03T01:47Z [---] followers, [----] engagements

"Curious if anyone has any thoughts or opinions on this spread trade today on $VALE [----] contracts on the calls and puts for the March 20th $20 strike. Bullish or Bearish direction of trade"
X Link 2026-02-10T23:56Z [---] followers, [--] engagements

"Love him or hate him @hendry_hugh nailed it on this one. Probably the best piece of writing on #bitcoin and its role in the world to date. Its long but worth it https://www.zerohedge.com/crypto/modern-money-only-works-cheating-if-youre-long-bitcoin-or-not-long-bitcoin-read https://www.zerohedge.com/crypto/modern-money-only-works-cheating-if-youre-long-bitcoin-or-not-long-bitcoin-read"
X Link 2026-02-12T13:49Z [---] followers, [--] engagements

"@DogMatixxxx My stink bids on $CDE $25 March 20th calls did not get filled. This suggests well be going up"
X Link 2026-02-12T15:55Z [---] followers, [--] engagements

"@DogMatixxxx Im long all my PM miners and staying put. Only two that I have options in are $CDE & $B (already reported). Letting the IV chill out a bit before re-engaging in anything via option for the moment. Late summer could get 🌢 again"
X Link 2026-02-15T17:54Z [---] followers, [--] engagements

"@BuyingMyFreedom Just took a peak. Shame the options chain is πŸ’©. No liquidity and mile wide spreads. $AG will do nicely for those that want to play the silver miners options games. Take a look at September delta .20 calls for upside plays. $12 strike. OI is light but good place put offer"
X Link 2025-07-11T16:25Z [---] followers, [---] engagements

"$NEM some perspective on todays sell off"
X Link 2025-07-15T22:47Z [---] followers, [---] engagements

"@Mike_Taylor1972 The happiest Ferrari face"
X Link 2025-08-25T01:44Z [---] followers, [---] engagements

"$NEM #context"
X Link 2025-08-30T18:23Z [---] followers, [--] engagements

"@SemperVigilant1 $NEM on the rise. PE TTM still only 14.8"
X Link 2025-09-20T12:03Z [---] followers, [--] engagements

"@Silverbark3 The price action has been interesting. Big moves premarket and early morning faded into the the afternoon. Each whole dollar level is a battle and theyve been taken down [--] by [--] so far. Loaded on shares and $13 December monthly calls. Here for the lid being lifted soon"
X Link 2025-10-14T00:25Z [---] followers, [--] engagements

"@SemperVigilant1 Lets all cheer on $AG now"
X Link 2025-10-15T21:48Z [---] followers, [---] engagements

"@Silverbark3 The yield curve has been saying this since June/July. Recession is coming CBs will be cutting in [--]. Hat tip @JeffSnider_AIP inflation has been supply driven all along"
X Link 2022-12-15T13:46Z [---] followers, [--] engagements

"@Mark_IKN Just when it looked like they were making some headway on the $7 level You cant get far enough away from $EQX"
X Link 2025-02-24T01:08Z [---] followers, [----] engagements

"@Silverbark3 Id attribute it to it putting a bottom in on this news from January: Certainly been accumulated since the convertible note offering on 1/23/25 Also for absolute volume its a $2-3 stock vs $45 stock so that has to contribute to vol disparity. https://www.b2gold.com/news-media/news-releases/default.aspx https://www.b2gold.com/news-media/news-releases/default.aspx"
X Link 2025-03-25T18:50Z [---] followers, [--] engagements

"@MacroVickie @WarrenPies @biancoresearch Thats what everyone thinks but remember $TLT is 20y +. $TUA would be my preferred play for bonds via etf"
X Link 2025-04-05T22:20Z [---] followers, [---] engagements

"@Bay_St_Wiseguy @SemperVigilant1 Huge volume at end of day on multiple miners last Friday gold and silver. I think it had something to do with the etf rebalancing. I know GDX was making adjustments last week with its holdings"
X Link 2025-09-22T15:01Z [---] followers, [--] engagements

"@FMSilverCorp @wmiddelkoop @keith_neumeyer @FirstMintLLC Im here for all this Just please dont let me hear some nonsense about hedged production at the call this quarter"
X Link 2025-10-15T23:22Z [---] followers, [---] engagements

"@Silverbark3 https://gifdb.com/images/high/cool-runnings-sanka-kissing-his-lucky-egg-zx2n5u4o6lrirwgu.gif https://gifdb.com/images/high/cool-runnings-sanka-kissing-his-lucky-egg-zx2n5u4o6lrirwgu.gif"
X Link 2025-10-16T11:02Z [---] followers, [--] engagements

"@Dioclet54046121 https://www.perplexity.ai/search/b8071e36-6b71-4f0e-812b-f9370ab428ee https://www.perplexity.ai/search/b8071e36-6b71-4f0e-812b-f9370ab428ee"
X Link 2025-10-16T11:31Z [---] followers, [---] engagements

"@Sorenthek By I was told this weekend that after [--] years in the desert Moses wouldnt be allowed to enter the promised land"
X Link 2025-10-20T19:01Z [---] followers, [---] engagements

"@BuyingMyFreedom $NGD showing the way and hopefully helping the entire sector to shake off the stink of $NEM completely incompetent c-suite that cant communicate for πŸ’© $AEM and $AGI to set the tone after tonights earnings reports. FOMC just noise at this point"
X Link 2025-10-29T14:53Z [---] followers, [---] engagements

"@pmbug @VladTheInflator Boomers are the fed. Made up the rules stacked the deck and then even shut down the world on very slightest threat of economic slowdown in [----]. Worst generation ever"
X Link 2025-11-02T20:57Z [---] followers, [--] engagements

"@BuyingMyFreedom Are you following $AG (first majestic) on an individual miner level Thoughts on their prospects into earnings tomorrow"
X Link 2025-11-04T22:23Z [---] followers, [---] engagements

"@SemperVigilant1 Stink bids only. Put a few in Friday but was aiming for the June expiry. No fills but will keep throwing them out there. This thing is a $0"
X Link 2025-11-08T22:41Z [---] followers, [--] engagements

"@Sorenthek I mean if Austria and Argentina go for 100y 50y seems like a blink of an eye"
X Link 2025-11-10T02:10Z [---] followers, [--] engagements

"@DesertViewsCA @SemperVigilant1 Not closed out but the potential $500M liability was ruled to be only $153M. Not perfect news but the matter is well known and not as material as it could have been. The extra $10/oz they collected since the beginning of October helps to offset that"
X Link 2025-11-11T20:25Z [---] followers, [--] engagements

"@DesertViewsCA @SemperVigilant1 Agreed but its a name Im happy to sit in. If silver retakes the highs of the year in the next couple weeks $AG will do well regardless of the tax stuff"
X Link 2025-11-11T21:13Z [---] followers, [---] engagements

"@GoldStablecoins @goldseek Pretty sure its the the cash settlement clause in $SLV that generates most negativity towards it. The ease of use to trade it and the liquidity in the options market is why I like it but it is not a stackers play for holding physical"
X Link 2025-11-12T12:18Z [---] followers, [--] engagements

"@Sorenthek Or said Buy gold and silver with Fiat now. Buy energy in all forms with gold and silver later. At the end of the day gold and silver are simply the physical form of locking in todays energy prices for future use"
X Link 2025-11-13T12:35Z [---] followers, [---] engagements

"@MacleodFinance Silver now the release valve for gold Was watching them try to keep a lid on πŸ₯‡futures today at $4200 while πŸ₯ˆ slipped through $53 without too much of a fight"
X Link 2025-11-26T23:28Z [---] followers, [----] engagements

"@JacobKinge Rule [--] is funny. I was for it before I was against it. Frankly not against it per se rather it has changed and financialization of bitcoin including saylors scheme is why I became disillusioned. Another great idea ruined by wall street"
X Link 2025-11-30T16:50Z [---] followers, [--] engagements

"@SemperVigilant1 @GoldGrumpGranpa I sold my Jan $SLV $48calls on Friday. Paid myself a tidy sum and bought some $NEM January $100 calls. Probably left a bunch on the table but after the whipsaw in October I needed to pay myself"
X Link 2025-11-30T20:16Z [---] followers, [--] engagements

"@SemperVigilant1 Not going to give up that GSR without a fight"
X Link 2025-12-01T01:46Z [---] followers, [--] engagements

"@SemperVigilant1 Curious to see how miners fair tomorrow if gold and silver continue to move up here and stock markets pull back. Would like to see them follow the metals and show themselves as alternative within stocks"
X Link 2025-12-01T01:48Z [---] followers, [--] engagements

"@SemperVigilant1 @GoldGrumpGranpa @Sorenthek @BuyingMyFreedom @pmbug @profitsplusid [--] year inverted head and shoulders or chart crime $NEM"
X Link 2025-12-09T23:00Z [---] followers, [---] engagements

"@Sorenthek $JPM still in play"
X Link 2025-12-20T14:22Z [---] followers, [----] engagements

"@Silverbark3 Also interesting that while my feed is starting to get flooded on here no normal people are talking about this yet. Starting to see some coverage on Bloomberg tv finally but the fever pitch hasnt happened yet"
X Link 2025-12-22T12:09Z [---] followers, [--] engagements

"@Silverbark3 Im suspecting Q1 advisors will be talking to their clients in January about moving some nominal amount of their $ from big tech into commodities. This will open the flood gates for the next leg up and the eventual exit liquidity for those of us that have been riding the 🌊"
X Link 2025-12-22T12:11Z [---] followers, [--] engagements

"@KingKong9888 Ive been leaning towards this based on the price action since the Oct breakout and following consolidation. Silver physical shortage has played out while gold was quiet. Now were moving through the $4500 level on resumption of CB demand as [----] looks to be a run it hot year"
X Link 2025-12-25T13:28Z [---] followers, [---] engagements

"@BuyingMyFreedom If theyve been shorting the miners well see a cover rally in the first half of January prior to earnings season in late January / early February"
X Link 2025-12-29T00:14Z [---] followers, [---] engagements

"@nickgiva1 So if there were cracks forming in the banking system what signs would you be looking for and what would be your tell that something isnt as it should be Not end of the world stuff but enough of a shake that markets would be roiled"
X Link 2025-12-30T13:01Z [---] followers, [---] engagements

"@Silverbark3 This is going to be fun 🍿 Over 1/3 of the way to cash settled futures now and future hikes will have lessening impact as we reach the upper 100% bound. Meanwhile physical tightness persists and the powers that be cant risk a recession which is really the only cure"
X Link 2025-12-31T13:48Z [---] followers, [--] engagements

"@dampedspring Soon youll be buying your BTC from $MSTR at a liquidation price 🀣"
X Link 2026-01-07T00:37Z [---] followers, [---] engagements

"@FibonacciInves1 I dont know. You should probably look at the inverse chart and zoom out. 30y approaching breakout levels with fiscal spending on the precipice of exploding higher with tariff ruling pending Friday"
X Link 2026-01-07T01:27Z [---] followers, [---] engagements

"@SemperVigilant1 @BankerWeimar Was my biggest holding. Didnt sell but $AG has surged past recently 🀣"
X Link 2026-01-07T02:47Z [---] followers, [--] engagements

"@realTimHack Incredible this has a 10% divy too"
X Link 2026-01-07T02:58Z [---] followers, [---] engagements

"@qussl3 @pmbug I understand the restrictions on who can/cant redeem but did you catch the part about shedding ozs while price continues to climb. At some price this inventory is worth more than a trading vehicle"
X Link 2026-01-07T03:20Z [---] followers, [--] engagements

"@TgMacro @KlendathuCap Boots on the ground here in Minnesota and its frustrating to see how quickly yesterdays incident allowed the local media to bury the fraud story that was just gaining traction and pivot back to orange man bad"
X Link 2026-01-08T14:36Z [---] followers, [--] engagements

"@goldseek Just one more step on the way to a cash settled market. This has been the trend all along since the breakout was no longer containable"
X Link 2026-01-13T01:50Z [---] followers, [---] engagements

"@YavorMarinov91 @ThHappyHawaiian I think the key to it is dividend adjusted"
X Link 2026-01-15T16:21Z [---] followers, [--] engagements

"@hkuppy @kingdomcapadv @ClarkSquareCap"
X Link 2026-01-15T22:02Z [---] followers, [--] engagements

"@Investor_NICK_ Truth hurts πŸ€·β™‚"
X Link 2026-01-19T01:36Z [---] followers, [---] engagements

"@Trhitch2 @ThHappyHawaiian Why hold in options past a delta [--] position if it goes there Would certainly seem like youd be better off getting into some sort of bull call spread if you get that deep in the money and want upside exposure while limiting your risk. Just a thought if youre in LEAPS"
X Link 2026-01-21T01:29Z [---] followers, [--] engagements

"@arsenalfccg This getting accumulated daily"
X Link 2026-01-21T23:40Z [---] followers, [--] engagements

"@KYRRadio @pineconemacro My understanding was that $COST made all their $ on the memberships & essentially ran breakeven on what they sell. If that were the case and a major storm hit wouldnt they be at more risk of having to pay over and above on potential overtime pay πŸ€·β™‚"
X Link 2026-01-22T23:01Z [---] followers, [--] engagements

"@KYRRadio Exited my 2/20 $110 $NEM calls today after an insane [--] week rip. Had my finger on the sell button on a couple of my miners shares but just didnt feel right yet. Rolled out to June [----] & Jan [----] on the $VALE calls. RSI is literally the only thing scary with some of these still"
X Link 2026-01-24T00:29Z [---] followers, [--] engagements

"@Investor_NICK_ Also with margin requirements jacked up and most traditional shorts beat up who really wants to step in front of this with any substantial size πŸ€·β™‚ Producers of commodities (miners) are the natural shorts in the market. Dont think theyre hedging much just yet"
X Link 2026-01-24T00:46Z [---] followers, [--] engagements

"@BostonBogey $VALE 1/2027 $20 calls are on sale now"
X Link 2026-01-24T14:10Z [---] followers, [--] engagements

"@ThHappyHawaiian When you start looking at their Free Cash Flow and EBITA and compare it to the likes of $TSLA and then compare market caps and general allocations its a lot easier to see how this isnt the blow off top. The requests from investors to their FAs in Q1 will be get me in metals"
X Link 2026-01-24T14:30Z [---] followers, [---] engagements

"@BankerWeimar Big tech sandbags there guidance every quarter & gets a 10% bump for their reduced efforts. Miners beat previous guidance provide some reasonable expectations going forward in the midst of the greatest bull market ever in their product and get clipped for 4%. 🀣 cant make it up"
X Link 2026-01-27T00:11Z [---] followers, [---] engagements

"@ahmed_baokbah Typical boomer Cadillac driver forgets to cancel their blinkers. 🀣"
X Link 2026-01-27T13:23Z [---] followers, [---] engagements

"@TgMacro A month ago their cost to pull shiny rocks out of the ground was $1700oz and they made $200oz for their efforts. Now it costs them $1700oz to pull it out and they make $300oz for their same effort. Thats a 50% increase in margin The miners are undervalued at $2koz gold"
X Link 2023-12-04T15:54Z [---] followers, [--] engagements

"@TgMacro How can the $BCOM be bottoming without further contribution for precious and industrial metals #silver when they make up nearly 40% of the $BCOM"
X Link 2025-12-10T15:51Z [---] followers, [---] engagements

"@dampedspring @Curic_official Thoughts on $FXY as a suitable ETF for people to use for yen exposure"
X Link 2026-01-20T23:25Z [---] followers, [---] engagements

"@SemperVigilant1 Pretty one sided. Todays tree shaking will be proven to have been a phenomenal buying opportunity in $CDE and the rest of the silver gang"
X Link 2026-01-30T01:05Z [---] followers, [---] engagements

"@ThHappyHawaiian Damage IS being done but itll be a little while before it all shakes out. I guess there was quite a bit of premium priced into metals on this fed chair pick afterall"
X Link 2026-01-30T17:54Z [---] followers, [---] engagements

"@Wftproof @p_m_robinson @andrevanwanrooy I struggle to see how the fed maintains its position of importance if fiscal spending continues unabated. Not that the fed becomes unimportant rather they are left with no choice but to support the spending in one way or another. This seems to be the let Main Street win part"
X Link 2026-01-31T15:01Z [---] followers, [---] engagements

"@aleabitoreddit In a vacuum but you dont seem to be accounting for fiscal profligacy"
X Link 2026-02-01T16:13Z [---] followers, [--] engagements

"@Investor_NICK_ I drive past never ending never completed choochoo train project in Eden prairie daily. Billions spent on that debacle is just one more scam they should be looking at here locally"
X Link 2026-02-04T11:03Z [---] followers, [--] engagements

"These should just call this chart #boomers. Basically sums up the entire generation and theyre wealth they are so unwilling to share"
X Link 2025-11-11T02:16Z [---] followers, [--] engagements

"#silver $SLV Trying to put some context to the current run up vs the [----] blow off top. Weekly chart. Since the high of $49.xx in October the follow through is quite different than the high of 2011"
X Link 2025-11-22T17:28Z [---] followers, [---] engagements

"Spot #silver price today"
X Link 2025-11-25T15:50Z [---] followers, [---] engagements

"Why am I getting the itch again"
X Link 2025-12-04T16:19Z [---] followers, [--] engagements

"$GLD #gold #fibonacci Final Boss Fibonacci extension achieved"
X Link 2025-12-19T15:49Z [---] followers, [--] engagements

"#silver @dampedspring"
X Link 2025-12-30T02:42Z [---] followers, [---] engagements

"Why is it that everyone who is tactically short or urging caution on #silver always claim their long silver from some MUCH lower level so they dont care if it goes up In or out"
X Link 2026-01-02T01:02Z [---] followers, [---] engagements

"https://open.substack.com/pub/michaelrschreiber/p/the-case-for-using-leaps-with-valer=kn6n0&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/michaelrschreiber/p/the-case-for-using-leaps-with-valer=kn6n0&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-24T20:45Z [---] followers, [--] engagements

"Options stats for $VALE today. πŸ‘€ they were hammering calls at the ask or above. πŸ‘€"
X Link 2026-02-03T21:14Z [---] followers, [--] engagements

"$VALE calls getting scooped up again today πŸ‘€ Check out that Ask or Above"
X Link 2026-02-04T20:16Z [---] followers, [---] engagements

"Watching the spread between futures and spot silver today. Spot keeps hanging higher & backwardation grows larger. To me its a buying opportunity. IV is HIGH on options so difficult there but if youre in the market for shares of miners ahead of earnings theyre on sale today"
X Link 2026-02-05T16:44Z [---] followers, [--] engagements

"@MebFaber Seems a not light on PM and commodities in general considering how things are setting g up. At least throw in a few penni s from that bond anchor position to the $BCOM"
X Link 2025-12-12T01:16Z [---] followers, [---] engagements

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