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@daando37 Avatar @daando37 daando37

daando37 posts on X about china, ai, balance sheet, debt the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXX% countries XXXX% currencies XXXX% cryptocurrencies XXXX% stocks XXXX% technology brands XXXX% travel destinations XXXX%

Social topic influence china 2.42%, ai 1.82%, balance sheet 1.82%, debt 1.82%, the world 1.82%, silver 1.82%, $cri #73, inflation 1.21%, fed 1.21%, if you XXXX%

Top accounts mentioned or mentioned by @kobeissiletter @barchart @shanaka86 @stocksavvyshay @greenorigininv @stockmktnewz @michaelaarouet @squawksquare @katusaresearch @respeculator @swishzilla @xiaowang1984 @energytidbits @daritomase @eagleoneaglest @pianofan2 @czechlithium @lithiumionbull @bullreturns @claudiohfox

Top assets mentioned Carter's Inc. (CRI) Q2 Holdings Inc (QTWO) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Luckycoin (LKY) Evai (EV) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"@shanaka86 the fed didnt 'pivot.' they hit the wall. rrp drained from $2.3T to basically zero. reserves brushing wallers $2.7T stress line. qt didnt end 'cause inflation is conquered. qt ended 'cause liquidity is gone. this is fiscal dominance in real time"
X Link 2025-12-02T07:07Z XXX followers, 8089 engagements

"@shanaka86 he rage quit a market he hasn't understood for a decade. he keeps diagnosing '08 everywhere he looks but can't accept he's trading inside a flow driven machine not a valuation regime. being early isn't genius. being wrong for XX years straight is a pattern"
X Link 2025-12-03T13:48Z XXX followers, 7757 engagements

"people keep writing these 'japan broke the global financial system' threads like the last 20y didn't happen. jpn didnt break anything. they're just finally letting the mark-to-myth era die. the 10y @ XXX% isn't the apocalypse. it's the cost of sitting on ycc for a decade & pretending convexity doesn't apply in asia. if you think this move snaps a $500T derivatives market you've misunderstood what actually underpins it: collateral velocity FX basis reserve recycling & jpn's position as the world's largest net external creditor. that hasn't changed. the real story isn't 'japan blows up.' it's"
X Link 2025-12-04T04:49Z XXX followers, 3924 engagements

"if the us unlocks even a fraction of AI chip exports to china under a tariff regime q4 guidance models for $NVDA / $AMD go straight into the shredder. china was 20-25% of their AI TAM before the ban. re-open half of that & you've just engineered the biggest semiconductor catalyst of '25"
X Link 2025-12-04T19:07Z XXX followers, XXX engagements

"if $CYM nails the heap leach turnaround + hits 90kt+ contained copper in transitional ore the XXX to XXX Mtpa case becomes real. but that capex line isn't forgiving. us$4806/t c1 for the heap leach stage is fine on paper. but that assumes conservative recoveries steady grades & zero operational noise. nifty's challenge isn't ore it's consistency. solve that and the concentrator expansion becomes a value lever instead of a risk lever. XXX to 3.0Mtpa to 4.5Mtpa is a big step. not impossible but it requires capital discipline & zero surprises in the pits. optimisation of the open pit is where"
X Link 2025-12-04T20:14Z XXX followers, XXX engagements

"a few thoughts on the RESourceEU action plan: by '30 the eu want's capacity to extract XX% process XX% recycle XX% of its strategic raw materials w/ XX% dependence on any one country. to 'accelerate' this RESourceEU mobilises 3bn in XX months. meanwhile the same text admits eu magnet production can be up to 3x () more expensive than china. that capital stack doesn't match the cost curve. large manufacturers using critical materials will now be identified directly by the commission. they'll be forced to: 1)map their entire crm supply chain; 2) quantify single country exposure; 3) report it to"
X Link 2025-12-04T21:57Z XXX followers, XXX engagements

"the eu is deepening XX crm partnerships (argentina australia canada chile drc greenland kazakhstan namibia norway rwanda serbia south africa ukraine uzbekistan zambia) & opening to brazil and the med. at the same time it plans scrap export restrictions & tighter FDI screening. everyone's a 'like-minded partner' until the feedstock leaves the block. the provided documents admit downstream industries are reluctant to sign long term offtakes w/ eu suppliers 'cause of cost volatility & price manipulation abroad. RESourceEU's fix is a mix of de-risking tools possible contracts for difference &"
X Link 2025-12-04T21:59Z XXX followers, XXX engagements

"10km auger mapping is the prelude for grade-domain modeling before rc/diamond arrive. arbonatites reward scale not sentiment. w/ nb2o5 at surface capex intensity auto-compresses. $PNN at 11c is the opportunity not the verdict. dyor. no financial advice"
X Link 2025-12-05T05:01Z XXX followers, XXX engagements

"solar turning a $250k deficit into a $1.8m surplus sounds heroic until you model capex o&m ppa structure & fed tax credits. the miracle isn't physics. it's subsidies converting liability into optics. allocation stays w/ metals not narratives. the arkansas case never hinged on sunshine. it hinged on third-party ownership + tax-equity + PPA models. new law pulls the plug on that stack. deficit-to-surplus stories now taste like accounting smoke"
X Link 2025-12-05T05:26Z XXX followers, XXX engagements

"$5.8b revenue $1.4b ebitda $100m cost saves & a 3y downtrend break that's not a trade that's a balance sheet hardening in real time. coal's been left for dead but demand didn't get the memo"
X Link 2025-12-05T11:22Z XXX followers, XXX engagements

"@sns_trader $WHC w/ $1.2b cash & only $0.8b net debt is the opposite of a stranded asset. that's fortress balance sheet built on molecules the world still burns when ideology fails"
X Link 2025-12-05T11:24Z XXX followers, XXX engagements

"@ChrisWeston_PS aud doesn't rally on vibes. it rallies when australia's commodity complex reasserts dominance. iron ore coal lng all bid. eur/aud sitting on XXXXXX support isn't a coincidence; it's the market pricing who actually feeds asia's grids"
X Link 2025-12-05T11:27Z XXX followers, XX engagements

"@KobeissiLetter every time crypto goes parabolic the same cycle hits: leverage piles in market makers widen spreads then the trapdoor opens. commodities don't behave like this. copper doesn't go no-bid because some kid got liquidated"
X Link 2025-12-05T16:58Z XXX followers, XXX engagements

"@KobeissiLetter textbook environment where capital flees paper promises & runs into things w/ atoms: copper oil gold silver lithium & tin. the Fed is engineering financial repression in plain sight. markets pretending this is 'soft landing' comedy"
X Link 2025-12-05T17:14Z XXX followers, XX engagements

"mojave isnt some random patch of dirt. its the same belt that hosts mountain pass. a X% TREO carbonatite that basically underwrote the modern REE industry. now $LKY is pulling XXXX% TREO rock chips & historic USGS holes running XXXXX% REO at el campo. thats not 'optional upside' thats mountain-pass-tier geology knocking on the door. but wait. chronology matters: USGS drilled mojave north decades ago logged serious REO but walked away. LKY consolidates the ground re-samples confirms up to XXXX% TREO at surface. now theyve got targets from surface mapping + historic holes ready for modern"
X Link 2025-12-01T08:07Z XXX followers, XXX engagements

"$CRI leans hard into the china XX% story for Y Dy Tb & Ga. all true. but western projects dont get a free pass just for existing. they still have to beat chinese clays on delivered cost & product spec. geopolitics might tilt the field. it wont rewrite a bad flowsheet"
X Link 2025-12-02T19:45Z XXX followers, XX engagements

"compared to most asx clay REE juniors jupiter is ahead on metallurgy: 50kg to 400kg to 3000kg pilot two 80%+ TREO MREPs Ga recovery low U/Th tier-1 wa. but until $CRI shows the cost curve & funding path this is still a pre-economic bet on chemistry"
X Link 2025-12-02T19:45Z XXX followers, XX engagements

"@KobeissiLetter central banks aren't 'hedging inflation'. they're hedging each other. when sovereign balance sheets stretch & FX reserves get politicised gold becomes the only reserve asset w/ no counterparty risk. the bid isn't speculative. it's defensive architecture"
X Link 2025-12-04T20:26Z XXX followers, XXX engagements

"natgas cracking $XXXX like it's testing the lease terms. 25's been a monster. cold snaps turning inventory events into pricing power nobody modeled. trump's coal/gas/nuke push for ai weather laughs last handing lng the demand platter. that's not narrative; it's btu math in a grid that's wheezing"
X Link 2025-12-05T23:09Z XXX followers, XXX engagements

"big headline: europe quietly shifts to $EV buses. small print: europe builds almost no anode no cathode no #Lithium conversion. china still controls 6075% of each step. the real energy transition isnt in the bus; its in the refinery & europe isnt building them. finland iceland netherlands at 100%. don't get me wrong that's impressive. now show me the long-term contracts for LFP + NMC cathodes. OEMs announce electrification like its free but upstream capex is still collapsing. without miners & refinerys these percentages mean nothing. germany at XX% BEV buses says everything about industrial"
X Link 2025-11-27T21:15Z XXX followers, XXX engagements

"$CRI jupiter now has: largest clay REE resource in australia two high-grade MREPs gallium recovery a 3t pilot in build. what it doesnt have: a single published number for capex opex npv or payback. technical risk is falling. economic risk is untouched"
X Link 2025-12-02T19:45Z XXX followers, XX engagements

"the bottom XX% having $80B total wealth in a $150T economy isn't a moral revelation. it's the statistical artifact of how wealth distribution works when half the population lives paycheck-to-paycheck w/ high debt loads. if you remove student loans auto loans credit card debt & underwater mortgages the 'bottom 50%' magically becomes wealthier. but that would ruin the infographic. this isn't oligarchy. it's arithmetic"
X Link 2025-12-04T20:52Z XXX followers, XX engagements

"@realhagetaka market is finally waking up to a decade-long silver supply hole so deep you could hide the central park in it"
X Link 2025-12-05T22:23Z XXX followers, XX engagements

"polymetallic mines w/ payable zinc/lead credits are margin monsters. gold becomes pure gravy. kazzinc has: zinc lead copper silver & gold (at 2.2g/t) multi-revenue streams shared infrastructure diversified margins. the sort of thing you only realize is elite after someone else buys it"
X Link 2025-12-01T05:17Z XXX followers, XXX engagements

"tianqi projects 2M tons LCE demand in '26. thats +700-800kt growth in XX months. show me where that supply comes from. brines dont ramp on schedule. hard-rock expansions are delayed. lepidolite has energy impurity & clinker issues. but sure 'balanced.'"
X Link 2025-12-02T17:41Z XXX followers, 1126 engagements

"$QTWOs hole isnt 'a good interval'. it's a system. 457m @ XXXX% is the kind of geometry majors build districts around"
X Link 2025-12-04T06:15Z XXX followers, XXX engagements

"#AI is #Copper w/ a user interface. the only commodity more mispriced than copper is #Tin at 40k/t 'cause western supply has become a punchline. execution beats narratives. ask glencore"
X Link 2025-12-04T06:27Z XXX followers, XXX engagements

"$GLEN isn't a miner it's a machine that monetizes inefficiencies: coal cash cows copper tightness cobalt sentiment turn & trading arm that outperforms half of wall street. combine that w/ a multi year squeeze in critical metals & you get asymmetric upside. glencore remains a patient investors friend. dyor"
X Link 2025-12-04T19:31Z XXX followers, XXX engagements

"@respeculator @TheRoyaltyKing capex doubles timelines slip & then a surprise royalty hike nukes the IRR"
X Link 2025-11-28T09:27Z XXX followers, XXX engagements

"fastmarkets showing +30.4% rebound is the macro; $QTWO showing 457m is the micro. stack them & you get the trade"
X Link 2025-12-04T06:35Z XXX followers, XXX engagements

"@Energy_Tidbits fossil share down X% after $10T spent is the entire story. absolute fossil consumption up is the punchline. glencore's point isn't moral or political. it's operational: the world keeps growing energy demand faster than we can build replacements"
X Link 2025-12-04T09:22Z XXX followers, XXX engagements

"china's trucking fleet just shifted to EV torque curves & vaporized a decade of diesel demand projections. fastmarkets shows carbonate +18.3% since nov X but let's pretend macros don't exist. $QTWO quietly drilling 457m @ XXXX% LiO while the crowd chases $BTC candles. long game only"
X Link 2025-12-04T10:25Z XXX followers, XXX engagements

"i think if $HCC executes its capital return framework the biggest risk isn't the stock price. it's becoming too efficient to ignore. $WHC.ax is already hunting scale reserves & optionality. merging the two would create a cash-vomiting coal titan w/ zero reliance on fantasy narratives. that's exactly why it probably won't happen. too much logic for this market"
X Link 2025-12-05T23:33Z XXX followers, XXX engagements

"this revision is the first clean break in the data showing shale's maturity. when adjustments reach XXX kb/d you're dealing w/ geological limits. capital efficiency is falling drilling productivity is flatlining & sweet spots are drilled out. the treadmill just got steeper. the world built it's energy strategy on the assumption the US would keep supplying marginal barrels indefinitely. but the revision shows the opposite: a supply hole is opening & no region (OPEC offshore deepwater or new shale plays) can fill 600+ kb/d overnight. the mismatch between demand stability & supply contraction is"
X Link 2025-12-07T19:55Z XXX followers, 2522 engagements

"the -657kb/d you see on the EIA 'crude oil adjustment' line is the unaccounted for crude that closes the us balance sheet. that's where shale's maturity shows up long before it hits any headline print. people looking for an official EIA press release saying '-660000bpd revision' but that's not how petroleum accounting works. the revision isn't announced it emerges inside the reconciliation when modeled production & physical flows stop matching. in normal years this line hovers around XX to 150kb/d. when it blows out to -657kb/d the system is telling you something simple: the production model"
X Link 2025-12-08T12:57Z XXX followers, XX engagements