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@SwampGasMan
"Been a while since I commented on $LNG. Man what a move albeit cyclical. Its not over yet and Im eyeing a Min $XXXX target spot potential for a $X handle by New Years $ng $ng_F"
X Link @SwampGasMan 2025-10-21T14:10Z XX followers, XX engagements
"$MOF and $IPI - potash and nitrogen fertilizer producers are on my radar $HOND will be the future or nuclear energy with HALEU provided by Centrus $LEU $OKLO is a joke / scam and $SMR is years behind. $NKLR has potential if they can provide a working proto"
X Link @SwampGasMan 2025-10-21T14:38Z XX followers, XXX engagements
"$PIF $ORA $HTM all have potential. Someone needs to bring Fervo public via a SPAC. Their EGS tech has potential to scale globally and not be geographically constrained"
X Link @SwampGasMan 2025-10-21T14:38Z XX followers, XX engagements
"$VELO - selling into the pop here. The fundamentals of this company are still garbage but the momo is hard to beat"
X Link @SwampGasMan 2025-10-21T15:13Z XX followers, XXX engagements
"$CCCX $RGTI $IONQ $QBTS"
X Link @SwampGasMan 2025-10-23T01:30Z XX followers, XXX engagements
"Nuclear equities taking a much needed breather. I exited my $NKLR last week at $XX and $HOND / $HONDW at $27/$13. Will look to rebuy NKLR down here if it stabilizes. Waiting on HOND transition to complete before entering again"
X Link @SwampGasMan 2025-10-21T14:14Z XX followers, XXX engagements
"@pennycheck @SilverZGolf I completely agree that HELs are the only true answer to ICBM and hypersonics. A MW laser is a huge achievement but there is a risk position that the government has to fully cope with before deploying an untested system on a hundred billion dollar program"
X Link @SwampGasMan 2025-10-22T20:28Z XX followers, XX engagements
"The use case for additive manufacturing by the U.S. government is extremely high. There are a lot of good reasons why they should invest in it. Equivalent parts can be manufactured at fractions of the cost pending you have IP rights"
X Link @SwampGasMan 2025-10-24T17:28Z XX followers, XX engagements
"But - the US gov using printing companies like $VELO makes no logical sense. The benefits of moving to AM come from speed and cost. VELO will not be able to deliver a part quicker than a typical vendor and the parts may be cheaper but will not be cheaper than the gov printing"
X Link @SwampGasMan 2025-10-24T17:28Z XX followers, XXX engagements
"The parts themselves on site anywhere in the world. Imagine 1-2 engineers on base in Kuwait that need a replacement part for an F-35. How long would it take to have VELO make the part and get it to them Weeks. Thats a downed bird for weeks"
X Link @SwampGasMan 2025-10-24T17:28Z XX followers, XX engagements