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@peonyKingOF "reasonable tariffs markets crank as folks de-hedge trump riding high on tariff victory has even less reason to poke the fed around long-tail risk on that fails off.market soars for a couple months until it can come up with another reason to be paranoid about total market collapse"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-23 17:42:33 UTC 2368 followers, XXX engagements

"$SPIR is probably one of the purest plays in weather prediction. Seems like a timely niche"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-15 12:29:11 UTC 2375 followers, 1463 engagements

"scooping up some $oscr. no opinion at all about fair price but seems like something wsb could circle back on hard"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-21 18:23:52 UTC 2368 followers, XXX engagements

"how much of our intelligence resources actually goes into poking around with politicians that left XX years ago is this a trivial sideshow for the public where intelligence agencies are by and large the same as they always been or is there some meaningful reallocation"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-23 20:19:42 UTC 2368 followers, XXX engagements

"trump happy to 'give up tariff points' seems like a pretty radical shift in narrative and focus"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-23 17:35:04 UTC 2368 followers, XXX engagements

"150 on fintel squishy list my guy $OMEX. I'll take it"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 16:28:40 UTC 2368 followers, XXX engagements

"where the $ABSI move coming from the past week"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-21 15:14:35 UTC 2368 followers, XXX engagements

"loathe $ONDS but if this wasn't the time to shoot their shot don't know what is"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-17 19:42:24 UTC 2368 followers, 1097 engagements

"bought kirklands smoke salmon two trips in a row"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-19 15:23:15 UTC 2368 followers, XXX engagements

"small wagers on $rent and $plce. don't know why I am fucking with the retail squeeze bullshit"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 16:20:56 UTC 2368 followers, XXX engagements

"Bloomberg @business / @greenwombat coverage of $TMC vs $OMEX is bullshit. $TMC clearly fits the profile of a grift. X rev and burning ballpark 100m a year since going public five years ago. ZERO REV. Yet seemingly every they have a "deep sea mining" story which is a fluff piece for $TMC - focusing on them almost exclusively. No mention of $OMEX - who is in the same space - part of the same story - and instead of siphoning off some 100m from retail annually - is doing actual work earning revenue - and not doing their deep sea mining exclusively in the pocket of retail traders. Its egregious"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 22:15:37 UTC 2368 followers, 9542 engagements

"fintwit went from 'golden age of grift baby' to 'fuck this banana republic shit' real quick"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-21 17:20:56 UTC 2372 followers, XXX engagements

"im a guy that basically just likes coal now"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-16 19:24:52 UTC 2368 followers, XXX engagements

"got my son out back practicing his pickaxe swing. these kids gonna be digging"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-17 19:10:46 UTC 2368 followers, XXX engagements

"Remember when you could buy X strikes for pennies on on a half dozen quantum stocks Rare earths is starting to look like that. $OMEX"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-15 20:38:02 UTC 2369 followers, 3522 engagements

"shit is moving along in the seabed mining. a couple of headlines out just the past two weeks. deals being made. matter of time $OMEX"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 04:59:33 UTC 2365 followers, XXX engagements

"@mfwarder coal has been on a tear but $ARLP been sitting it out. you have any thoughts on whether they potentially close the gap or is there some fundamental reason why market is treating this differently"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 16:50:47 UTC 2375 followers, XX engagements

"$OPEN is kind of retail at it's best. Say what you want about it - the market is clearly offsides on the housing market. $DHI and $NAILS up XX% today make that evident. Reddit was ahead of the curve. Kind of similar to the airline type big bets. Maybe the particular stonk is iffy but retail does have a bias towards optimism and tends to be on the leading edge in terms of upward inflation. Again you could look at the tariff dip. Retail roundly smoked everyone else in banking off that dip. Feel like big money is so focused on factors event-based posturing and hedging for one risk after another"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 21:43:17 UTC 2375 followers, 1613 engagements

"honeywell got to be the least convex manufacturing / robotics trade in the market. da fuq"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-23 18:09:17 UTC 2368 followers, XXX engagements

"$CMTL looks to be down XX% today on no news"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-14 20:33:42 UTC 2352 followers, XXX engagements

"$FLNC got whacked hard on tariffs. My understanding was they are a wrapper + software layer for China batteries. They seem to be liking battery metals tariff though. It seems to me that in general the news lately has been bad for US battery companies. They will be paying more for inputs and Trump continues to put the screws to any green energy projects - now reviewing anything on federal land - which rely heavily on batteries. Lower demand + highest costs.Am I missing something"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-18 15:27:40 UTC 2367 followers, XXX engagements

"he got me with the powell threats this time"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-16 18:33:07 UTC 2368 followers, XXX engagements

"dragging the wsj through court is definitely not gonna drag out the life of this story by a year at least"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-18 00:46:10 UTC 2351 followers, XXX engagements

"@hobielandrith nothin but shit wood hitting pavement"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-21 19:23:36 UTC 2373 followers, XX engagements

"I like $BULL. Name been kicked around on WSB a lot. Retail is absolutely flush and looking for full send some novel names. Don't know why it hasn't launched yet but seems ripe"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-18 19:20:24 UTC 2368 followers, 2386 engagements

"market pouring one out for powell before going limit up on three years of free money"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-16 15:23:17 UTC 2368 followers, XXX engagements

"$open shows how much they like to jam optionable penny stocks. keeping hope alive for $OMEX"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-18 19:17:08 UTC 2352 followers, 1179 engagements

"my guy already snorted his $pew money off a hookers ass and is moving onto the next grift. give it two weeks and you will have a fresh opp to get hosed by the fam again"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-17 15:51:46 UTC 2368 followers, 1265 engagements

"Been leaning into the rare earths theme today. up to XX% of the port. Plenty of names have funny money returns if this theme runs for a few more days. $OMEX and $UAMY seems juicy"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-15 19:02:08 UTC 2351 followers, 2176 engagements

"$ARKK X bucks from a double off the tariff lows. Fucking unbelievable"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-17 23:39:16 UTC 2368 followers, XXX engagements

"lost all respect for any position in the port not up XX% today. up only X% - dumping that laggard"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-17 19:13:53 UTC 2368 followers, XXX engagements

"most dramatic path from point A to B on the tariffs"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-23 16:25:38 UTC 2368 followers, XXX engagements

"$UAMY seems like the beneficiary of china crack down"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-18 10:58:50 UTC 2368 followers, XXX engagements

"sub-sea shit is the theme most adjacent to space market just doesn't know it yet $OII"
@peonyKingOF Avatar @peonyKingOF on X 2024-12-10 20:59:13 UTC 2349 followers, 1184 engagements

"$LMT dumping off divesting their deep-sea nodule related assets seems about right"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 18:16:53 UTC 2371 followers, XXX engagements

"not the same as the covid bubble. not even close"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 14:33:51 UTC 2373 followers, XXX engagements

"we did in fact enter a full on mania and im here for it"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 22:44:04 UTC 2368 followers, 4216 engagements

"What stocks are winners from onshoring pharma"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-16 10:43:22 UTC 2368 followers, 1552 engagements

"Delevered across the port while beefing up satellite and $MDALF"
@peonyKingOF Avatar @peonyKingOF on X 2025-06-23 16:39:51 UTC 2365 followers, XXX engagements

"Diddy walked. Pretty sure Powell gonna be alright"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-21 16:56:58 UTC 2375 followers, 1003 engagements

"some strikes on $OMEX are XX baggers if market cap reaches a mere 150m. $MP added 5b in a week. $TMC is 3b. sure its up XX% but at some point you got to chase the thunder"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-15 18:38:52 UTC 2350 followers, 5119 engagements

"@atlas_invst XX% of Americans do not know what the fed it. Buck stops with Trump"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 22:29:10 UTC 2368 followers, XX engagements

"$ALB seems to be one the bigger western players in the lithium market. But seem to do a good part of processing in china. Anyone got a feel of the next effect of the REE action for the company"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-18 16:08:28 UTC 2350 followers, XXX engagements

"even $BYND ripping. what next in your opinion"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-21 18:46:02 UTC 2368 followers, XXX engagements

"Toyota never been better. Tariffs are great apparently"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-23 06:06:46 UTC 2368 followers, XXX engagements

"bloomberg today. kinda ridiculous they continue to omit $OMEX"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 04:54:10 UTC 2368 followers, XXX engagements

"I tried this. First on the list is ACHR. It reports it as having a 1.5b market cap. The real market cap is 7b"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-16 04:58:13 UTC 2349 followers, 1132 engagements

"my bitch reached for the top ramen I said treat yourself to the shin - we rich now"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-19 15:31:55 UTC 2370 followers, XXX engagements

"$GTLS seems under-priced. Guessing the japan deal and over tariff draw down would be great lng exports and other segments within the company. imo should be back to 200s in short order. Also going heavy on $MGA"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-23 16:26:04 UTC 2368 followers, XXX engagements

"@eliant_capital we aint running an index fund here"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-17 19:14:59 UTC 2367 followers, XXX engagements

"real home-grown wsb / tiktok squeeze. have not seen one of those in a while $OPEN"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-18 18:01:28 UTC 2368 followers, 17K engagements

"$ABBNY spike viewed as robotics win. Turns out growth was from everything but robotics"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-18 04:16:38 UTC 2349 followers, XXX engagements

"how about hunter biden and trump jr sit down share a few hits on the crack pipe and start to put an end to the political infighting"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-23 20:40:27 UTC 2368 followers, XXX engagements

"where there is smoke there is XX baggers $OMEX"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 17:35:15 UTC 2368 followers, 3329 engagements

"@atlas_invst you could be right. the net effects of these misconduct accusations against powell is that he gets press in fox and msm making him more of a household name. and hence someone trump can scapegoat in speeches and people will be at least able to attach a face to the name"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 22:35:29 UTC 2368 followers, XX engagements

"$IWM ripping enormous cash on the table compared to last week still. Ideal conditions for new trades to pop off"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 19:45:08 UTC 2368 followers, XXX engagements

"The west is on track for some radical change with rare earths. At one point numbers like these were meaningless. We are in an era where you got to start taking them seriously. $OMEX"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-15 19:05:28 UTC 2368 followers, 2649 engagements

"$OSCR released outlook for 2025 at 12b vs 9b in 2024. On the downside reporting a loss - but they have plenty of cash and can eat it no problem. Not sure how this pans out in terms of fundamentals of an insurance company but in terms of meme stock - seems game on"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-22 21:06:14 UTC 2368 followers, XXX engagements

"cant hold it back any more going dip ship mode till the wheels fall off. lfg"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-18 19:24:33 UTC 2361 followers, 1548 engagements

"Bumped rare earth exposure to about XX% of the port. Largest positions in $METC and $OMEX but also holding $USAR and $UAMY. These are still seeing limited volume and seem to be getting not at that much buzz compared to more established themes. Was hesitant to pull the trigger on this bc miners are perpetual duds but the $MP strategy really changes the game and doubt that will be the last of that. Gov subsidizing rare earths need to happen"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-14 16:02:22 UTC 2349 followers, 4625 engagements

"if $pfsa could squeeze to XXX that would be great"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-14 21:00:25 UTC 2366 followers, 2282 engagements

"@ZaStocks examples of stuff currently attractive on this principle"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-23 20:03:09 UTC 2368 followers, XXX engagements

"Between Gold Dome and Elon conflict space can't lose"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-01 05:23:25 UTC 2368 followers, 5603 engagements

"all the momo shit from friday getting decimated coal and stuff trade by people instead of algos up"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-21 19:40:27 UTC 2375 followers, XXX engagements

"imagine absolutely obsessing over some piece of shit like $CLBR / $PEW - writing $GME style theses - in the easiest fucking momo market of our lifetime. throw a dart you will land on a better trade idea with a fraction of the downside"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-17 14:21:16 UTC 2350 followers, XXX engagements

"blew my sons tuition money at lowes garden center"
@peonyKingOF Avatar @peonyKingOF on X 2025-07-12 23:43:13 UTC 2368 followers, XXX engagements

"$OII also at historically low multiples Landed a DOD contract "largest initial contract value in Oceaneerings history" for maritime mobility"
@peonyKingOF Avatar @peonyKingOF on X 2025-04-16 19:50:51 UTC 2350 followers, 1242 engagements