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@ConvictionLab "$NEXT 5000 shares. Average $XXXX sitting above $XXXX and holding strong. This isnt a trade. Its Americas largest LNG buildout backed by Aramco Total and Shell. Too big to fail. Too early to ignore. We dont chase moves. We build positions before the world wakes up"
X Link @ConvictionLab 2025-10-07T08:28Z 1276 followers, 1623 engagements

"🧠 New Position: $ASPI I added a new position in ASP Isotopes ($ASPI) a company producing critical isotopes that sit at the heart of AI chips quantum computing nuclear medicine and national defense. They use advanced separation technology to isolate materials at the atomic level creating ultra-pure isotopes like: ⚙ Silicon-28 used in AI chips and quantum computing. 🧬 Molybdenum-100 & Xenon-136 used in medical imaging and cancer diagnostics. ☢ Other enriched isotopes used across defense energy and space technology. Their first enrichment facility in South Africa is already operational with"
X Link @ConvictionLab 2025-10-15T14:13Z 1301 followers, XXX engagements

"@VGDeepDive Fair point LNG is a commodity and pricings largely uniform. The edge isnt in the molecule its in execution delivery and trust. Thats where $NEXT can quietly win market share while $VG deals with arbitration headlines"
X Link @ConvictionLab 2025-10-09T22:39Z 1276 followers, XXX engagements

"🔹 NextDecade ($NEXT) At $XXXX $NEXT was a steal. This is Americas largest LNG buildout backed by Aramco Total Shell. Too big to fail. Youll chase at $XX. Youll beg at $XX. Conviction only. Tourists get wrecked"
X Link @ConvictionLab 2025-10-03T19:05Z 1299 followers, 2522 engagements

"CFO transitions happen especially after major financing phases like $NEXT just completed. Brent Wahl did his job securing the capital structure. Hes staying on through year-end to ensure a smooth handover which tells me its planned not panic. The story hasnt changed execution at Rio Grande LNG is what matters now"
X Link @ConvictionLab 2025-10-08T14:04Z 1276 followers, XXX engagements

"Big move in $NEXT Hanwha Aerospace just filed a Form X showing they bought over X million shares of NextDecade on Sept 2324 at around $X. That brings their total stake to XXXX million shares. This is serious insider conviction. LNG demand is only getting bigger and now you have a major institutional player stepping in heavy at these levels. $X is no longer just a number on the chart its a price backed by strategic money. Sometimes the biggest signals are in the filings not the headlines"
X Link @ConvictionLab 2025-09-30T12:03Z 1270 followers, XXX engagements

"$KRKNF Kraken Robotics Goldman Sachs quietly entered before the crowd. 🦈 Heres why that matters 👇 ✅ Institutional validation Goldman doesnt touch microcaps without reason. Their position signals Kraken has moved onto the institutional radar. ✅ Timing They bought in late September right before the company dropped its investor deck outlining $100m+ revenue run-rate expanding navy contracts and the Anduril partnership. ✅ Strategic positioning Goldman often starts small in pre-uplisting names. If Kraken moves to Nasdaq in 2026 that toe-in-the-water could turn into serious gains. ✅ Smart-money"
X Link @ConvictionLab 2025-10-09T21:54Z 1270 followers, XXX engagements

"@michaelsikand Here are X clear bullish reasons to buy Kraken Robotics ($KRKNF / $PNG) right now 👇 1.Explosive Defense & AI Exposure Kraken builds underwater robotics sonar and data systems right at the intersection of AI defense and maritime tech. Governments are massively increasing subsea surveillance and defense spending (NATO US Canada Australia). 2.Real Contracts Real Revenue Unlike most microcaps Kraken has steady multi-year defense contracts with navies worldwide. 2024 revenue growth was up XX %+ YoY with strong gross margins (45 %). 3.Hardware + Software Ecosystem They dont just"
X Link @ConvictionLab 2025-10-09T20:03Z 1298 followers, XXX engagements

"Added more $GRAB $580"
X Link @ConvictionLab 2025-10-16T16:16Z 1302 followers, 15.1K engagements

"1000 shares of $RBRK $7758"
X Link @ConvictionLab 2025-10-07T16:17Z 1269 followers, XXX engagements

"@aleabitoreddit Where would you position $DOCN on the lists Nice work by the way"
X Link @ConvictionLab 2025-10-11T18:52Z 1272 followers, XXX engagements

"Keep the conviction. $GRAB"
X Link @ConvictionLab 2025-10-10T20:46Z 1302 followers, 2460 engagements

"@PLTR4US Turned out to be correct about $VG"
X Link @ConvictionLab 2025-10-09T22:31Z 1267 followers, XXX engagements

"Last couple of days Ive purchased 1000 $VG 1000 $RBRK 2000 $BULL looking to add more. $NEXT $DLO"
X Link @ConvictionLab 2025-10-08T21:45Z 1268 followers, XXX engagements

"@nicaqs Important detail on that $RR Form X this wasnt an open-market buy. It was a transfer under an assignment agreement. Still brings the COOs stake to 1.2M shares but different from a purchase"
X Link @ConvictionLab 2025-10-04T16:57Z 1268 followers, XXX engagements

"When $GRAB hits $XX there will be signs"
X Link @ConvictionLab 2025-10-05T21:40Z 1286 followers, XXX engagements

"Locked my first 5000 shares of $NEXT at an average of $XXXX. This is my core position. Plan is to scale up towards 20000 shares over time using dips to build. This isnt a trade for me its a conviction play on one of the biggest LNG projects in the world backed by majors and billions in financing. Strong start. Now its about patience and execution"
X Link @ConvictionLab 2025-10-01T14:21Z 1276 followers, 1609 engagements

"$VG This sell-off is a headline/liability reaction not a collapse in the underlying LNG business. The BP arbitration doesnt threaten operations or project financing. Venture Global is still exporting LNG still cash-generating. The market hates uncertainty so youre seeing short-term fear selling. Historically these kinds of legal headlines get oversold then stabilize within a few sessions once traders realize the project continues"
X Link @ConvictionLab 2025-10-09T22:10Z 1276 followers, 7418 engagements

"$RBRK This is just the starter position. Cybersecurity and data resilience are only getting bigger and Rubriks leading that wave. Were not trading it were building into it. Thousands of shares will come in time. Conviction first. Size second. Patience always"
X Link @ConvictionLab 2025-10-07T08:41Z 1274 followers, 1742 engagements

"🔹 Richtech Robotics ($RR) Robotics is the future. Humanoids are coming. $RR is tiny today $X looks like nothing if this narrative catches fire. This is my wildcard. Could 10x. Could go to zero. Thats how asymmetric bets work"
X Link @ConvictionLab 2025-10-03T19:10Z 1277 followers, XXX engagements

"@PLTR4US $VG might have revenue but theyve got arbitration headaches Ive got time so Ill take the bigger upside risk with $NEXT"
X Link @ConvictionLab 2025-10-03T21:12Z 1271 followers, XXX engagements

"Why $VGs setback could quietly fuel $NEXT Venture Global just took a hit in arbitration with BP a $X billion+ claim tied to delayed LNG deliveries. Its another credibility dent following the Shell dispute. Heres why that may actually be bullish for NextDecade ($NEXT): 🔥 $NEXTs Rio Grande LNG contracts are clean fully executed no arbitration drama. 💼 Lenders & buyers crave reliability. VGs legal noise pushes confidence (and capital) toward $NEXT. 📈 Investors often rotate sell $VG / buy $NEXT. 🌎 Both tap surging global LNG demand but only one now carries a credibility premium. Sometimes"
X Link @ConvictionLab 2025-10-09T22:20Z 1301 followers, 2230 engagements

"The market calls $NEXT risky. Insiders call it a buy. NextDecade is building one of the largest LNG projects in the world. Trains under construction majors like Shell/Total/Aramco signed for XX yrs. $X stock backed by billions in committed financing. Insiders just spent millions buying at these levels. If this project fails its not just a company embarrassment its an American energy embarrassment. Thats why Im long $NEXT. Optionality: $X = I buy more. Execution = $1530. Risk/reward doesnt get much clearer"
X Link @ConvictionLab 2025-09-29T21:33Z 1299 followers, 1500 engagements

"@Big_U_Dawg True I only mentioned $X as an extreme risk/reward scenario. Fundamentally I dont see it getting close unless broader LNG sentiment collapses"
X Link @ConvictionLab 2025-10-15T19:49Z 1299 followers, XX engagements

"$RBRK Ignore the noise"
X Link @ConvictionLab 2025-10-10T13:40Z 1302 followers, 1699 engagements

"@KnownUnknows_ Timeline is 20272028 as the first trains go online. Thats when $NEXT rerates from story to cash flow. Until then insider buys + FIDs keep the floor under it"
X Link @ConvictionLab 2025-09-30T21:05Z 1270 followers, XXX engagements

"I run a 10-company conviction portfolio. No hype no guessing just high-conviction plays Im willing to size into and hold. 📌 My core focus: LNG buildout ($NEXT) Fintech & payments ($DLO $GRAB) AI & cybersecurity ($RBRK $NVDA) Data center & infra ($VRT) Healthcare fortress ($UNH) Ethereum treasuries ($BMNR $SBET) Robotics wildcard ($RR) I dont chase noise. I build positions sell options for income and hold through volatility. Follow if you want alpha takes insider buying alerts and real skin in the game. The market rewards conviction. Ive got mine"
X Link @ConvictionLab 2025-10-03T20:42Z 1298 followers, 1349 engagements

"@amitisinvesting $NEXT is a no brainer it wont let you down"
X Link @ConvictionLab 2025-10-03T16:49Z 1270 followers, 1306 engagements

"@GabGrowth Right back at you. $RBRK"
X Link @ConvictionLab 2025-10-07T16:43Z 1269 followers, XXX engagements

"📊 Portfolio Update Mid-October 2025 Markets swing conviction doesnt. Ive built positions across AI energy fintech defence and infrastructure all with long-term asymmetric potential. Current holdings: $GRAB Southeast Asias super-app; still early in its breakout. $DLO Profitable fintech growth; cross-border payments leader. $NEXT LNG export build-out; long-term U.S. energy infrastructure play. $VG Venture Global LNG; real-world scale and delivery momentum. $VRT Data-centre backbone; AI power and cooling exposure. $RBRK Cybersecurity growth name with high enterprise adoption. $UNH Defensive"
X Link @ConvictionLab 2025-10-15T18:02Z 1302 followers, XXX engagements

"If you didnt load $NEXT in the $6.50s thats on you. This isnt a trade its the future of U.S. LNG. Billions locked in 20-year contracts signed insiders buying heavy. Too big to fail too strategic to ignore. Were not here for pennies. Were here for a re-rate. $XX $XX $XX. Conviction wins"
X Link @ConvictionLab 2025-10-03T18:59Z 1276 followers, 1509 engagements

"If we get more red this week Im buying strength on sale: $VRT AI data-center choke point. Add mid-150s. $AMKR AI packaging torque. Sweet spot 2223. $CAMT HBM/advanced packaging metrology. Near 50-DMA. $DOCN recurring cloud + FCF. 3536 add low-33s. $NVT data-center electrification/liquid cooling. At 50-DMA. Have your bids ready. Conviction noise"
X Link @ConvictionLab 2025-10-11T23:30Z 1271 followers, XXX engagements

"@pepemoonboy Panic bought 1000 shares of $RBRK $7758"
X Link @ConvictionLab 2025-10-07T17:36Z 1277 followers, XXX engagements