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@LeoNelissen "This strategy has a historic success rate of X% yet they keep trying it"
X Link @LeoNelissen 2025-10-12T17:46Z 9476 followers, 3867 engagements

"I think $SPGI S&P Global is at serious risk of being disrupted by AI. I just kicked it off my watchlist"
X Link @LeoNelissen 2025-10-03T19:08Z 9478 followers, 12.4K engagements

"On a related note $CME Group just announced a deal with FanDuel (leading sports betting platform) to offer event-driven contracts. Pretty cool"
X Link @LeoNelissen 2025-08-20T21:09Z 9471 followers, 2233 engagements

"$SU Suncor Energy is one of the few energy stocks returning XXX% of its free cash flow to shareholders"
X Link @LeoNelissen 2025-08-09T13:39Z 9471 followers, 4583 engagements

"@WWillowResearch They could cure cancer and they would still drop 5%"
X Link @LeoNelissen 2025-10-10T14:56Z 9479 followers, XXX engagements

"Great news for $REXR my only REIT investment. I think this will be followed by a takeover by some bigger player in the not too distant future"
X Link @LeoNelissen 2025-08-27T16:21Z 9478 followers, 2219 engagements

"$FANG Diamondback Energy is truly one of the best energy stocks in North America thanks to deep reserves industry-leading operating efficiencies and favorable shareholder distributions. Current goal to return XX% through (special) dividends and buybacks. After post-M&A debt reduction it will be boosted to 75%. - At $XX $XX in per-share FCF (15% yield)"
X Link @LeoNelissen 2025-09-08T15:51Z 9479 followers, 5562 engagements

"You know what it means when people buy the heck out of $ARKK and P/S ratios become popular again"
X Link @LeoNelissen 2025-10-06T18:52Z 9475 followers, 1355 engagements

"OpenAI is going to disrupt a lot of Mag-7 operations"
X Link @LeoNelissen 2025-10-05T13:58Z 9466 followers, 2368 engagements

"Demand supply -- $NOC $RTX $LHX $LMT"
X Link @LeoNelissen 2025-09-29T11:36Z 9479 followers, 2383 engagements

"Municipalities are completely overwhelmed by water demand. Moreover water infrastructure is super old in many regions. - $TPL $LB $WES"
X Link @LeoNelissen 2025-08-15T18:41Z 9479 followers, 7318 engagements

"LandBridge & Aris Water is a pretty awesome combo in the Permian (Delaware) $LB $ARIS (I don't own ARIS)"
X Link @LeoNelissen 2025-05-30T18:15Z 9479 followers, 4255 engagements

"Got energy stocks I think energy is the best source for alpha for the next 1-3 years (and likely beyond)"
X Link @LeoNelissen 2025-10-14T21:59Z 9478 followers, 23.5K engagements

"$CSL is one of my favorites. This one will go to $XXX over the next few years"
X Link @LeoNelissen 2025-09-19T21:45Z 9455 followers, 3693 engagements

"$FIX Comfort Systems William Blair gets it:"
X Link @LeoNelissen 2025-09-11T13:39Z 9455 followers, 4244 engagements

"We need MORE POWER. - Coal $BTU - Nat Gas $AR $RRC - Nuclear $VST $CEG"
X Link @LeoNelissen 2025-09-28T12:11Z 9466 followers, 6730 engagements

"@griffithbrand @SayNoToTrading I havent seen evidence of that tbh"
X Link @LeoNelissen 2025-10-06T17:25Z 9453 followers, XXX engagements

"Whatever they try I think its bullish for $CSL"
X Link @LeoNelissen 2025-09-01T20:52Z 9456 followers, 2497 engagements

"$FIX Comfort Systems When I turned bullish I did not expect a rally this big. Having spent countless hours researching AI I think this rally is far from over"
X Link @LeoNelissen 2025-09-30T21:57Z 9478 followers, 4525 engagements

"@WWillowResearch I like BN a lot don't get me wrong. However what part of their business will benefit from rising oil prices They seem to be mainly a fee-based manager of diversified assets"
X Link @LeoNelissen 2025-10-15T08:48Z 9478 followers, XX engagements

"One of my favorite portoflio holdings - $NOC"
X Link @LeoNelissen 2025-10-05T11:54Z 9468 followers, 3009 engagements

"$TPL - Texas Pacific Land 2Q25 was great as it shows what TPL is capable of even when oil prices are seriously subdued. - Record produced water royalty volumes - Record oil and gas royalty production() - XX% FCF margin (nice) - No gross debt $XXX million in cash - X% revenue growth despite natural gas prices being almost "free" super low water sales and subdued oil prices. Once oil prices recover this thing will show its true colors. Now all eyes (ears) are on the call tomorrow"
X Link @LeoNelissen 2025-08-06T20:58Z 9479 followers, 11.9K engagements

"@Anton826237141 They will ramp it up after reducing post acquisition debt. But yes. Buybacks have been steadily"
X Link @LeoNelissen 2025-10-14T22:27Z 9479 followers, XXX engagements

"More data on $COLD a stock I called one of my best dividend ideas yesterday"
X Link @LeoNelissen 2025-10-06T09:18Z 9455 followers, 9692 engagements

"The world the moment I'm starting to reach my first financial goals:"
X Link @LeoNelissen 2025-09-25T19:59Z 9473 followers, 2426 engagements

"$WBI WaterBridge More details on its IPO: - Looks like an 11x EBITDA multiple based on 2024 Pro Forma numbers. "WaterBridge Infrastructure LLC is seeking to raise as much as $XXX million in its US initial public offering. The Houston-based water infrastructure company is offering XX million shares for $XX to $XX each according to a prospectus filed with the US Securities and Exchange Commission on Monday. At the top of the range WaterBridge would have a market value of $XXXX billion with XXX million shares outstanding according to the filing. Funds and accounts managed by Horizon Kinetics"
X Link @LeoNelissen 2025-09-09T18:05Z 9479 followers, 4101 engagements

"Texas Pacific Land $TPL & LandBridge $LB Biggest corrections of the past XX years:"
X Link @LeoNelissen 2025-07-23T12:56Z 9462 followers, 18.6K engagements

"@ttt_financial @SBetschinger @jusifov @studentofcycles @aktien_max @topsecretstocks @ppinvest @franke_media @BoersenDE @ThierryBorgeat @geldschmid @KielerFinanzen @VidarCoc $FN Fabrinet (optical communication components modules subsystems for high-speed data transmission) $EME Emcor (Electrical mechanical and facilities services with a growing focus on constructing and maintaining AI data centers)"
X Link @LeoNelissen 2025-09-13T09:13Z 9479 followers, XXX engagements

"These comments make a lot of sense. As of June: Las Vegas visitors: -XXXX% Convention attendance: -XXXX% Revenue per available room: -XXXX% Occupancy: -XXX points to 78.7%. $MGM $LVS $VICI"
X Link @LeoNelissen 2025-08-01T10:35Z 9479 followers, 7336 engagements

"As the Mag-7 are now capital intensive what does that mean (Rhetorical question)"
X Link @LeoNelissen 2025-10-06T06:57Z 9466 followers, 2161 engagements

"@Vince85623723 Weak sentiment. The only large shareholder that matters is Horizon Kinetics. They are buying"
X Link @LeoNelissen 2025-07-23T13:11Z 9479 followers, 7014 engagements

"ExxonMobil $XOM is looking for new M&A deals as it lost $HES to $CVX. Who will they buy Any guesses"
X Link @LeoNelissen 2025-08-01T10:53Z 9466 followers, 1800 engagements

"$LB - LandBridge What the market is missing: - Just XX% of revenues are oil and gas royalties - Its sponsor Five Point founded PowerBridge. PowerBridge is working to get data centers to the Permian. It works with $NRG Energy which will make it MUCH easier to get deals done on LB land. - Unofficial reports show work is in progress with players like CoreWeave. - Stargate will be perfect for the Permian. - There is no other player that has what LB has when it comes to low-risk contiguous land. - Eventually LB will be home to mega-campuses that come with external power facilities etc as it aims"
X Link @LeoNelissen 2025-07-16T20:20Z 9479 followers, 70.7K engagements

"$TPL - Texas Pacific Land After every major drawdown TPL has returned double-digits over the next XX months and triple-digits over the next XX months"
X Link @LeoNelissen 2025-07-17T12:30Z 9466 followers, 7900 engagements

"Sdzucker just hit a new multi-decade low"
X Link @LeoNelissen 2025-09-22T04:20Z 9466 followers, 2762 engagements

"Europeans created the greatest civilizations in the history of mankind. Prosperity freedom human rights did I forget anything"
X Link @LeoNelissen 2025-10-13T18:39Z 9478 followers, 2930 engagements

"$GEV GE Vernova is now up XXX% since April. I have no position but GEV data is helpful to understand data center power demand"
X Link @LeoNelissen 2025-07-23T13:35Z 9479 followers, 3617 engagements

"$LB may be a terrific company and one of my favorite long-term holdings but it trades like a total and utter POS"
X Link @LeoNelissen 2025-10-10T14:52Z 9478 followers, 5496 engagements

"$RTX Corp. is up another XXX% pre-market as the US considers selling Tomahawk missiles to Ukraine"
X Link @LeoNelissen 2025-09-29T10:37Z 9479 followers, 4911 engagements

"Crazy moves in gold and silver despite dollar strength Seems like panic buying/FOMO. $GLD $SLV $GDX"
X Link @LeoNelissen 2025-10-08T07:06Z 9479 followers, 3664 engagements

"$LB - LandBridge ( $TPL ) There it is the announcement we have been waiting for. LandBridge Announces Strategic Agreement with NRG to Power Potential Data Center in the Delaware Basin Texas LandBridge Company LLC (NYSE: LB) (LandBridge) announced that it has entered into a strategic agreement with NRG Energy Inc. (NRG) with respect to a potential data center site in Reeves County Texas in the Delaware Basin. The site could potentially house a 1100 MW grid-connected natural gas power generation facility which NRG could construct if an appropriate power purchase agreement for a data center"
X Link @LeoNelissen 2025-09-23T11:53Z 9478 followers, 18.6K engagements

"@Indigo_Joe_ $CBOE"
X Link @LeoNelissen 2025-09-28T20:44Z 9468 followers, XX engagements