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@jaysyoon "$TLN $VST rallying due to capacity prices continuing to tick higher. Bullish for $HNRG. Quite simply the power shortage is real and growing and unlikely to go away anytime soon"
@jaysyoon on X 2025-07-23 16:05:32 UTC 2133 followers, XXX engagements

"$BUR seems like an obvious buy here after today's judgement"
@jaysyoon on X 2025-06-30 17:47:04 UTC 2095 followers, 7631 engagements

"At what point do the markets completely give up on Vistry being the next $NVR (Disclosure: I am a former Vistry bagholder) $VTY $VTY.L #VTY"
@jaysyoon on X 2025-06-04 18:09:08 UTC 2133 followers, 3287 engagements

"A LT PPA w/ a utility is definitely a possibility for $HNRG: "CenterPoint Energy on Monday issued an all-source request for proposals for new generationdemand-side resources. The utility will consider coal natural gas hydrogen or nuclear resources as well but it did not publish a minimum capacity for those. The utility will consider meeting some or all of its resource requirements through short medium and/or long-term power purchase agreements but it will only consider PPAs that have a term of five years or greater".""
@jaysyoon on X 2025-07-11 17:37:13 UTC 2134 followers, XX engagements

"@stevdaddario From what I understand foreign tax credits will allow $GLNG to offset most of its tax liability in Bermuda. For example SESA pays withholding taxes on behalf of GLNG in Argentina and the amount paid can be used as an FTC against Bermuda taxes"
@jaysyoon on X 2025-07-23 20:03:30 UTC 2133 followers, XXX engagements

"@RedPillXR I think they both will do well if $ETH price does what I think it will do but I think $BMNR has a bit of an edge in institutional support and having a well known front man like Lee is also a big advantage"
@jaysyoon on X 2025-07-24 22:23:45 UTC 2133 followers, XXX engagements

"Just buying $ETH probably the safer & more logical play here but I am making a calculated gamble either or perhaps both $BMNR & $SBET can outperform ETH to a similar degree as $MSTR relative to Bitcoin"
@jaysyoon on X 2025-07-23 03:08:44 UTC 2134 followers, XXX engagements

"Took a position in $ELV yesterday. Shares are cheap at 10x earnings & I think we eventually trade back to a high teens multiple once this period of turbulence is behind the sector. Sure companies like $UNH and $CNC might have more upside if things go well but the smoke indicates UNH may have deep rooted systemic issues & I am not smart enough to figure out how things shake out for CNC with Medicaid & ACA. ELV on the other hand generates a larger portion of its business from commercial plans which do not suffer from the same issues & uncertainties as gov't funded programs. Ultimately I would"
@jaysyoon on X 2025-07-16 16:38:11 UTC 2134 followers, 3028 engagements

"So after further analysis I decided to unload the small $BUR position that I bought yesterday. The main issue I have is the TBV of the core biz is around $X & has grown at a XX% rate over the past 10+ years. This leads me to believe that the ROIC / IRR figures cited by mgmt are inflated and do not capture all of the costs. I still believe BUR will eventually settle its YPF claims at a XX% discount which equates to an $3Bn payment to BUR. This is equivalent to around $XXXXX per share but given this will likely paid over several years the discounted value is close to $X or $XX. Putting it all"
@jaysyoon on X 2025-07-01 16:22:22 UTC 2095 followers, 5893 engagements

"Based on today's massive volume I estimate that $BMNR likely issued at least 9m new shares through its ATM today. I'm too lazy to show the math but assuming an average price of $XX per share sold I estimate that BMNR's NAV increased to around $XX per share which puts their current mNAV at just below 2x. The key takeaway is that BMNR is not that expensive relative to other treasury vehicles. Another key takeaway is that it is okay to pay a higher multiple for BMNR if you believe it is likely to be the eventual "winner." The reason is that at this early stage the Co's market cap is small enough"
@jaysyoon on X 2025-07-24 20:35:24 UTC 2133 followers, 10.9K engagements

"Never thought I would ever buy a crypto treasury shitco but over the past few days I have accumulated a large position in $BMNR & $SBET. Thesis is pretty simple - $ETH price likely going much much higher due to increased stablecoin usage / tokenization large & rapidly growing amount of institutional capital flowing into ETH right now and animal spirits likely to continue for the next few months"
@jaysyoon on X 2025-07-23 03:06:16 UTC 2133 followers, 1466 engagements