[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@FjordPhil "Just as I thought I was out they pull me back in $FRO $ECO $MBT"
X Link @FjordPhil 2025-10-09T15:29Z 1402 followers, XXX engagements

"$BRUT thinks this time is different assumptions; capex = 135M tc_lifetime_rate = 55k/d opex = 8239 ( $ECO ) util = XX% years = XX discount_rate = X% Scenario X (80% Debt @ 10%) Only interest payment bullet at the end. - IRR: -XXXX% NPV: $43.60M Scenario X (100% Equity) - IRR: XXXXX% NPV: $33.80M Not to mention the tankers are delivered in 28-29. For comparison the average VLCC rate has been 37k/d since 1990 so they better hit the bull market right out of the gate 🧐"
X Link @FjordPhil 2025-10-21T13:27Z 1403 followers, 1230 engagements

"NVDA should just start issuing shares. A X% move on a $5T company is $100B anyway. Buy Philip Morris on Monday Boeing on Tuesday Starbucks on Wednesday ConocoPhillips on Thursday and Rheinmetall or Zinjin on Friday. By the end of the week theyve got themselves a pretty decent little holding company. They drop one guidance line about data center demand being slightly ahead of expectations stock pops X% buy every listed shipping company. Totally rational markets. Nothing to see here. Just passive flows doing Gods work re efficient pricing"
X Link @FjordPhil 2025-10-29T14:05Z 1401 followers, 1980 engagements