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@peonyKingOF "$SVII warrants at a buck with $HOND warrants at six is ludicrous"
X Link @peonyKingOF 2025-10-02T13:49Z 2598 followers, XXX engagements

"can $arlp just say the word 'rare' and make a me a few million i would greatly appreciate that"
X Link @peonyKingOF 2025-10-13T16:19Z 2598 followers, 1125 engagements

"People view cash as dry powder. I think you can view crypto the same way. There is now trillions in crypto dry powder. As BTC is more and more institutionalized and widespread it less ponzi dynamic and more and more just a cash alt. In that sense there is basically infinite money to be thrown at emerging tech. And you can kind of assume that crypto holders have a thing for emerging tech"
X Link @peonyKingOF 2025-10-16T05:40Z 2599 followers, XXX engagements

"Pretty aggressively positioned on $HON - They have an spin-off in a market where its cointoss odds of IPOs becoming memes - Trump is expect to drop a quantum EO and my guess is $HON will be the headliner here - The options are priced like this is a consumer staples company There is a lot that can go right and you just need one of them to occur for a stupidly successful trade"
X Link @peonyKingOF 2025-10-13T17:18Z 2598 followers, 7921 engagements

"today is the day $arlp trades like a coal company"
X Link @peonyKingOF 2025-10-15T15:46Z 2598 followers, XXX engagements

"brokers need a 'buy back everything i panic sold' button"
X Link @peonyKingOF 2025-10-15T19:03Z 2599 followers, 1550 engagements

"like $regn and $absi bio re-rate just starting"
X Link @peonyKingOF 2025-10-09T19:54Z 2598 followers, XXX engagements

"This could be $HON if they would make some pure plays"
X Link @peonyKingOF 2025-10-14T14:18Z 2598 followers, XXX engagements

"I think very reasonable and smart people could look at stuff like $OKLO and $IONQ they could use reasonable analogies and logic and choose to buy in now and hold. Consider that a layperson can see that powerful technology like $NVDA (and many other examples) are capably of 100x'd in a couple of years. Likewise everyone has seen $BTC go from a few bucks to 100000 - and more or less stabilized at a 2.2t market cap. People are making thematic observations and comparisons to other outcomes. If BTC can go from XX to 100000. If NVDA from XX to XXX. Why cant a quantum stock trade at like XXX or"
X Link @peonyKingOF 2025-10-16T05:33Z 2599 followers, 4052 engagements

"Hard to make any judgements based on intraday moves in the market when intraday moves are so sharp. Personally I kind of just ignore and think about where the puck is going. Been trimming some and adding to $ARLP $RDW $ABSI $CRML. For one reason or another these seem to have a lot of juice in em"
X Link @peonyKingOF 2025-10-02T19:40Z 2590 followers, XXX engagements

"rare earths: crisis with china up no problem with china up"
X Link @peonyKingOF 2025-10-13T14:16Z 2598 followers, XXX engagements

"Two months ago when the Johny Come Latelies were piling into $METC $BTU was an overlooked powderkeg. After two straight months of PASSING THE PEAS my gut is telling me $ARLP is about to be the sleeper highest return player in the sector"
X Link @peonyKingOF 2025-10-03T16:02Z 2589 followers, 2148 engagements

"anyone who liked $CCCX for valuation purposes are gonna have their minds blown when they look at $MRAM"
X Link @peonyKingOF 2025-10-06T19:34Z 2593 followers, 14.2K engagements

"added to $ILKAF $NOPMF and some aussie jr"
X Link @peonyKingOF 2025-10-10T20:01Z 2598 followers, XXX engagements

"Powell gonna let them upstage him like that"
X Link @peonyKingOF 2025-10-16T06:39Z 2598 followers, XXX engagements

"$ARLP - coal"
X Link @peonyKingOF 2025-10-13T14:14Z 2595 followers, XXX engagements

"$MRAM is so juiced it runs X% on 150k vol. Any big name give this the coverage it deserves gonna be a grand slam"
X Link @peonyKingOF 2025-10-08T16:18Z 2598 followers, XXX engagements

"$MRAM dropped a slideshow last month"
X Link @peonyKingOF 2025-10-07T19:53Z 2597 followers, 2712 engagements

"mark bottomly"
X Link @peonyKingOF 2025-10-09T15:42Z 2585 followers, XXX engagements

"Coincidence I think not. $ARLP got a serious gap to close"
X Link @peonyKingOF 2025-10-02T14:02Z 2590 followers, XXX engagements

"Who the fuck is selling $WWR when its up XX% YTD facility half built and only needs 150m in financing while every fucking patch of dirt with a ticker is up XXX% and trump is writing multi-billion checks on the daily to prop crucial industrials. ya cunts"
X Link @peonyKingOF 2025-09-24T18:18Z 2599 followers, 19K engagements

"still looking for a copper name until then playing the physical"
X Link @peonyKingOF 2025-10-08T01:19Z 2585 followers, XXX engagements

"Is $arlp even suggests they are gonna explore rees gonna be 10x on a good chunk of the option chain. I dont know why the #2 player would be sitting on the sidelines. Do you even capital markets bro"
X Link @peonyKingOF 2025-10-08T01:25Z 2590 followers, XXX engagements

"great write up on $MRAM"
X Link @peonyKingOF 2025-10-09T16:33Z 2599 followers, 3271 engagements

"@taobanker the next $nopmf is $nopmf"
X Link @peonyKingOF 2025-08-12T19:45Z 2598 followers, XXX engagements

"all it take is for the whole market to go limit up for $arlp to go up 2%. if that aint convexity i dont know what"
X Link @peonyKingOF 2025-10-13T19:18Z 2596 followers, XXX engagements

"don't give a shit about btc treasuries but a treasury that is financed from 300m in fcf is something $ARLP"
X Link @peonyKingOF 2025-07-28T16:34Z 2590 followers, XXX engagements

"$MRAM getting traction from seemingly unrelated circles - investors from value japan and a handful from the US. Tells me there is something broadly appealing as new people encounter it - there is a good chance they will like what they see"
X Link @peonyKingOF 2025-10-09T16:50Z 2595 followers, XXX engagements

"getting clapped today as i should got more positions that can manage in a timely manner"
X Link @peonyKingOF 2025-10-15T15:35Z 2598 followers, XXX engagements

"I dont understand this. Anyone encounter any good write-ups on it"
X Link @peonyKingOF 2025-10-14T03:19Z 2596 followers, XXX engagements

"thought i was alpha looks like im tripled leverage trash"
X Link @peonyKingOF 2025-10-07T20:30Z 2585 followers, XXX engagements

"$ARKK promo"
X Link @peonyKingOF 2025-10-09T17:39Z 2583 followers, XXX engagements

"@JoeRetail2 yeah buddy"
X Link @peonyKingOF 2025-10-13T03:03Z 2582 followers, XX engagements

"I think we see a mad dash for consolidation in the rare earth chain. imo stuff like $nopmf are decent candidates for companies that will get got"
X Link @peonyKingOF 2025-09-30T05:14Z 2598 followers, XXX engagements

"things gotta be dicey for $mcd with beef trading like a critical metal and now oil"
X Link @peonyKingOF 2025-10-14T20:26Z 2599 followers, XXX engagements

"australia has the nuts"
X Link @peonyKingOF 2025-10-10T16:37Z 2598 followers, XXX engagements

"does $arlp even coal"
X Link @peonyKingOF 2025-09-05T16:25Z 2597 followers, XXX engagements

"$arlp got some catching up to do"
X Link @peonyKingOF 2025-10-01T14:10Z 2593 followers, 1154 engagements

"I get that $ARLP has the weird tax thing but also - options and retirement funds. I been as foaming at the mouth bullish on as anyone when it comes to $BTU but at the end of the day $ARLP is one of the biggest companies and has among the most assets of anyone. There is no way they stay out of the spotlight forever and when they become part of the narrative - there is a massive re-rate needed to get in step with the rest of the players"
X Link @peonyKingOF 2025-10-03T14:29Z 2595 followers, XXX engagements

"cool to think that could get three new company in your port - any of which could be banger ipos - just by holding $hon commons"
X Link @peonyKingOF 2025-10-13T19:54Z 2598 followers, 1161 engagements

"Over and over $ARLP stated how optimistic they are about the companies future and the reduced dividend is to pursue opportunities - they stated they were exploring several - and when pressed on what: "minerals". No explicit reference to rare or critical minerals at this point through. They also highlighted US deals with Japan as potential source of increased demand"
X Link @peonyKingOF 2025-07-28T16:48Z 2597 followers, XXX engagements

"compounding is a hell of drug"
X Link @peonyKingOF 2025-10-13T17:07Z 2578 followers, XXX engagements

"hundreds of companies approaching gov for investment"
X Link @peonyKingOF 2025-10-06T01:44Z 2585 followers, XXX engagements

"Market went straight up when the global economy was shut for something like a year. And folks worried bc the Smithsonian is closed"
X Link @peonyKingOF 2025-10-06T05:13Z 2585 followers, XXX engagements

"anyone know what his $REGN thesis is"
X Link @peonyKingOF 2025-10-06T03:48Z 2598 followers, 1659 engagements

"if you like $hon you gonna love $hii"
X Link @peonyKingOF 2025-10-02T17:56Z 2598 followers, XXX engagements

"every time i read the news i want to size up on miners. every time i see a chart i want to sell"
X Link @peonyKingOF 2025-10-15T18:52Z 2598 followers, 1258 engagements

"anyone familiar with $E seems cheap for a dominant energy player"
X Link @peonyKingOF 2025-09-30T17:38Z 2596 followers, XXX engagements

"$app sell-off on consumer data misuse. seems like the thing to do is buy the highest strikes they offer on the leaps"
X Link @peonyKingOF 2025-10-07T01:14Z 2585 followers, 1367 engagements

"$ZETA and $DLO trading like they a drop-shipper for china. missed that slide somehow"
X Link @peonyKingOF 2025-10-10T16:53Z 2598 followers, 1343 engagements

"is the market fucked enough to bid up $COOK"
X Link @peonyKingOF 2025-10-14T21:41Z 2595 followers, XXX engagements

"So west steps puts the screws to china semi development china claps back with a framework for restricting rares. Trump inserts a tirade into an overextended market shorts chomping at the bits ladder the shit out of things. Taco and resumption of squeeze. While tariffs are probably not the tool that will be used here it does seem like we have entered some shifty territory. I think the west continue to poke at semis - the Nexperia thing looks like its at inning zero of a possible major shitshow - and hence continued posturing on rares. It does seem that there is some level of unity among"
X Link @peonyKingOF 2025-10-14T04:42Z 2597 followers, XXX engagements

"Is this market you really don't know what is gonna go up or by how much. My approach to seeking juiced returns is to buy low IV names and wait for the sparks to fly. $HON $MRAM - quantum $MTLS - 3d printing $SVII warrants - nuclear"
X Link @peonyKingOF 2025-10-13T14:08Z 2595 followers, 2157 engagements

"$WWR graphite seems a bit early. Been kinda outside for rares spotlight"
X Link @peonyKingOF 2025-10-09T15:18Z 2585 followers, 1252 engagements

"rares dumping along with rest of market on china makes no sense"
X Link @peonyKingOF 2025-10-10T15:05Z 2582 followers, XXX engagements

"happy to lube up the chain why you cucks add $ARLP to your watchlist"
X Link @peonyKingOF 2025-10-03T16:03Z 2585 followers, 1007 engagements

"Anyone follow $ARLP I have some questions on Henderson"
X Link @peonyKingOF 2025-08-26T07:16Z 2589 followers, XXX engagements

"$HON spinoffs need to do spinoffs. Company has way too much going on. $SOL is in nuclear metals and semis. Can we just get a metals or nuclear pure-play here - its possible all this gets overlooked"
X Link @peonyKingOF 2025-10-13T16:10Z 2598 followers, 1234 engagements

"$ARLP gonna be the worst performing coal trade until its the best"
X Link @peonyKingOF 2025-10-09T14:26Z 2585 followers, 2420 engagements

"down 9%. deleveraged a good amount but not radically changing positioning. secular trends seem unchanged though clearly positioning was too aggressive in the markets short-term so a correct was kinda a given"
X Link @peonyKingOF 2025-10-15T17:31Z 2598 followers, 1162 engagements

"i pre-ordered"
X Link @peonyKingOF 2025-10-06T19:44Z 2584 followers, 1544 engagements

"if gadfin ceo looked slightly less like perez hilton those warrants would be XX cents rn"
X Link @peonyKingOF 2025-10-14T15:03Z 2578 followers, XXX engagements

"graphite controls enough to tank the entire us market yet $wwr still under 200m market cap"
X Link @peonyKingOF 2025-10-10T17:45Z 2599 followers, 2450 engagements

"spintronics"
X Link @peonyKingOF 2025-10-14T03:20Z 2598 followers, 1944 engagements

"is $ARLP still in the coal business"
X Link @peonyKingOF 2025-10-07T15:14Z 2585 followers, XXX engagements

"Ya'll know the Spring Valley team started this nuclear hype cycle right $SVII"
X Link @peonyKingOF 2025-10-09T14:03Z 2598 followers, 1577 engagements