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@TeddyGambino "@ZVZZT_ @Booger42069 Auto loans are 1.7T recent recover rates on repod autos around XX% of carry value. Caravana + Carmax reportedly have eased off repos dont want to book the realized losses. Housing inventories are ripping worse in the former hot states like FL TX TN"
X Link @TeddyGambino 2025-10-11T13:13Z 4726 followers, XXX engagements

"@Booger42069 Tricolor + 1st Brands are tip of the iceberg easy $ standards for 10yrs will come back to bite the economy in the ass. $JEF may not survive others set to take a beating"
X Link @TeddyGambino 2025-10-10T22:42Z 4723 followers, XXX engagements

"I dont find a pullback in my energy portfolio if end result is $BTC gets drilled below $75k Saylor forced liq and demolishes the crypto space along with it. Lets do it end the Bitcoin is digital gold horseshit once and for all"
X Link @TeddyGambino 2025-10-11T20:18Z 4718 followers, XXX engagements

"@Rytetz29 We rented a home several years back down the road for my b-day great neighborhood. They bought the mkt top lot more losses on tap as unemployment rate heads to 5%"
X Link @TeddyGambino 2025-10-14T21:33Z 4726 followers, XX engagements

"@WAR527 $SM largely out of tier X by spring in Permian def makes sense sell CO crap as oil recovers"
X Link @TeddyGambino 2025-10-09T01:15Z 4719 followers, XXX engagements

"Strathcona Resources Ltd. Announces Intention to Commence Take-Over Bid to Acquire MEG Energy Corp. Canada getting in on deal-o-Rama"
X Link @TeddyGambino 2025-05-16T04:19Z 4723 followers, 1945 engagements

"@Rytetz29 If risk mgt was this poor @ $JEF. just imagine whats on the books of the pvt credit guys"
X Link @TeddyGambino 2025-10-08T13:11Z 4721 followers, XXX engagements

"@Rory_Johnston @VolteFaceInvest You kids believe anything youre told. How many Covid boosters are you up to"
X Link @TeddyGambino 2025-10-13T14:33Z 4726 followers, XXX engagements

"Current oil price Frac spreads under XXX by month endRV data being 30d latency means we wont confirm till end of Nov. WTI breaks $XX all bets are off frightening how low count would go"
X Link @TeddyGambino 2025-10-11T15:11Z 4721 followers, XXX engagements

"Nat gas only near term solution idiot retail masses bidding up nuke sector are buying the wrong lane. Should be long balls deep US gassy names which need to double production by 2030 at least"
X Link @TeddyGambino 2025-10-14T11:59Z 4726 followers, 14.7K engagements

"@mortimer0407 @rockcreekfreak Its nothing personal judge a man/shoppe by where they commit capital and commensurate returns. Day trading $MEG long $SOC speaks volumes about competency. Im been investing in energy 30yrs seen guys come and go. Not many survive true LT investors are a dying breed"
X Link @TeddyGambino 2025-10-04T19:22Z 4721 followers, 1529 engagements

"$EOG Heave V into the bell over V XX% above ADV green stock on a red energy tape"
X Link @TeddyGambino 2025-10-09T21:06Z 4719 followers, XXX engagements

"Getting ETFs futures and broader acceptance came with much less Bitcoin maxi-pads and more reg investors who treat like any other asset. Jane+Citadel going to have a field day stocking it to Saylor"
X Link @TeddyGambino 2025-10-11T20:22Z 4718 followers, XXX engagements

"@KentGra88631041 @trend_bullish Sheffield boxed them in during past Feb interview 3yrs left of Tier X comment. Notice how $XOM has never disputed what he said"
X Link @TeddyGambino 2025-10-13T14:32Z 4726 followers, 1593 engagements

"@wolfofwalkerst @_sem_yyc @PhilMickelson Surprised hes not a general in the $OPEN Army"
X Link @TeddyGambino 2025-10-15T01:27Z 4726 followers, XXX engagements

"@BigIdeasCapital @WAR527 @EnergyCynic @rbl1973 Its largely going to be out of their hands Wirth cuts a deal with Buffett $OXY disappears"
X Link @TeddyGambino 2025-10-05T21:38Z 4725 followers, XXX engagements

"@FOYCInvest Exactly I read Hambones auto-bio loaded w/1/2 truths but boldly claimed all we need is less regs also said US conventional oil peak in 1970 wasnt bc of geology total clown show. $EOG prospecting in Bahrain + UAE says a lot"
X Link @TeddyGambino 2025-09-28T16:19Z 4723 followers, XXX engagements

"@yieldsearcher @TheTriggerTrade Fri was an appetizer as tech bubble deflates bitcoin will fall over 90%. Blow out all the clowns + charlatans proving once and for all nothing more than a novelty"
X Link @TeddyGambino 2025-10-12T18:23Z 4719 followers, XXX engagements

"$CVNA will be an epic fail"
X Link @TeddyGambino 2025-10-13T01:39Z 4725 followers, 1922 engagements

"@Rytetz29 Not going to share much but I wouldnt want to be short $TCW going into the Q3 ER/CC. As a holder since 2019 I closely track reading the tea leaves since the IH deal on the cusp of a major move"
X Link @TeddyGambino 2025-10-09T15:42Z 4726 followers, XXX engagements

"Meanwhile back on the ranch $JEF still cant hold its mud. Does SP hold $XX going into the weekend This onion barely been peeled"
X Link @TeddyGambino 2025-10-10T15:23Z 4721 followers, XXX engagements

"Anybody else aware that $BTE hired RBC to market their EF position Op + non/op"
X Link @TeddyGambino 2025-10-08T21:39Z 4725 followers, 1630 engagements

"@yieldsearcher @TheTriggerTrade Cryptos wagon is hitched to ulta spec tech when the bubble pops crypto crumbles with it. When next cycle begins commodity driven.crypto will largely be extinct outside major coins"
X Link @TeddyGambino 2025-10-12T18:22Z 4719 followers, XXX engagements

"Great points Bitcoin is essentially software 16yr old software. Its going to get cracked only a matter of time. When it does all crypto crap goes sub penny"
X Link @TeddyGambino 2025-10-14T18:27Z 4726 followers, 1912 engagements

"@ZVZZT_ Im long OFS names"
X Link @TeddyGambino 2025-10-08T12:21Z 4725 followers, XX engagements

"Long home 3yrs lost $300k. Inter-coastal beautiful home but they bought the top. Early in the US home bust phase"
X Link @TeddyGambino 2025-10-14T21:30Z 4726 followers, XXX engagements

"$JEF continues to implode pvt credit excesses about to be exposed"
X Link @TeddyGambino 2025-10-10T20:41Z 4721 followers, XXX engagements

"$EXE Love to see them buy $RRC"
X Link @TeddyGambino 2025-08-27T20:06Z 4726 followers, 1044 engagements

"In a world where Frac spreads drop sub 150=drop feet fracd down to a lower baseline these projections worsen. Especially as GOR/WOR increases. The exponential monthly production drops prob begin showing early 2026 if WTI remains in $50s/lower"
X Link @TeddyGambino 2025-10-11T14:53Z 4721 followers, 5212 engagements

"$EOG Ruh-Ro their Permian div might be in worse shape than most thought. 18m left of tier X We shall see"
X Link @TeddyGambino 2025-09-23T00:00Z 4721 followers, 29K engagements

"Bad timing crypto bra"
X Link @TeddyGambino 2025-10-11T20:05Z 4717 followers, 1136 engagements

"$JEF Beatings will continue until morale improves. The street smells blood you want a friend go buy a fucking dog"
X Link @TeddyGambino 2025-10-09T13:37Z 4726 followers, 1500 engagements

"$CTRA Yest 2X ADV Today on track to easily eclipse"
X Link @TeddyGambino 2025-10-09T18:51Z 4720 followers, XXX engagements

"Make no mistake crypto is tied to tech at the hip. Majority is nothing more than kids playing roulette picking single numbers worst game in the casino total suckers. As part of the bubble cleanse crypto will largely get wiped out"
X Link @TeddyGambino 2025-10-12T02:00Z 4720 followers, XXX engagements

"@ZVZZT_ @Booger42069 ST no but as paper barrels get flattened out $DXY smashed thru XX as eco worsens-yen/carry unwind will grind out a bottome. MT combo of Frac attrition much weaker dollar Tier X exhaustion OFS bankruptcies will drive WTI much higher than street thinks"
X Link @TeddyGambino 2025-10-11T13:47Z 4723 followers, XXX engagements

"Helps makes my point that US majors are far from done dealing. $XOM-$CVX-$COP each have at least X more deal left. SMIDS have to deal out of necessity"
X Link @TeddyGambino 2025-10-06T15:42Z 4725 followers, 6915 engagements

"Never just X 🪳 tide going out"
X Link @TeddyGambino 2025-10-08T12:43Z 4721 followers, XXX engagements

"@ZVZZT_ @Booger42069 Longer term beyond 2028Tier X largely gone sector consolidated solid demand ripper for LNG-gas.energy will have runway for years"
X Link @TeddyGambino 2025-10-11T13:49Z 4721 followers, XXX engagements

"@Booger42069 Yup $CTRA-$MTDR-$PR are all starving for more Permian rock as the pvt mkt family+PE backed cos have already sold or no interest in. Big vol yest on Coterra. $CIVI prob prefer $SM deal we shall see"
X Link @TeddyGambino 2025-10-09T15:26Z 4726 followers, XXX engagements

"Nice to read the Enervous piece this week on $XX WTI BE by 2035 but keep in mind 2yrs ago they claimed $PXD had 16yrs of Tier X left Sheffield says they have 5yrs. Like the call but move it up to 2030"
X Link @TeddyGambino 2025-09-26T14:18Z 4726 followers, 6241 engagements

"17 Frac spread adds in Aug to finish up Q3 spending capex. 30d latency on the weekly Frac # @ low $60s-$50s WTI have a decent shot of breaking XXX by YE. As we saw in April/May expect Bakken well shut-ins. Gallows humor but are positives of sub optimal prices"
X Link @TeddyGambino 2025-10-10T13:33Z 4718 followers, 2346 engagements

"@Rytetz29 $STEP about to go pvt possible Arc can roll up a comp. $CFW at a fuck-or walk moment sell Argie or likely re-org. BJ Svcs needs to bind a buyer partner or could flop again. Interesting times coming to wcsb OFS space"
X Link @TeddyGambino 2025-10-09T15:47Z 4726 followers, XXX engagements

"$CTRA 2X ADV $MTDR Bout XX% above ADV Might one of these be the $CIVI buyer P"
X Link @TeddyGambino 2025-10-08T21:19Z 4722 followers, XXX engagements

"No bubble here thats crazy talk"
X Link @TeddyGambino 2025-10-12T00:30Z 4718 followers, 1756 engagements

"Tricolor 1st Brands are top of the credit iceberg banks/brokets start Q3 next week. Watch for increases in loan loss reserves ABS talk CC book performance"
X Link @TeddyGambino 2025-10-10T20:40Z 4721 followers, XXX engagements

"$MTDR 10-15yrs of quality Delaware inventory Im calling bullshit on that"
X Link @TeddyGambino 2025-07-23T13:49Z 4723 followers, 8474 engagements

"@COoilngas7 They took a flyer on shitty $OXY divest prob didnt pan out"
X Link @TeddyGambino 2025-10-09T13:03Z 4726 followers, XXX engagements

"@Booger42069 Job losses outside of his current Fed cuts have been reality since neg NFP print in June. The cycle has peaked and rolled his actions just making it worse. His Fed cuts from Feb-May will show up in Sept-Dec data. Trump doesnt control the eco cycle"
X Link @TeddyGambino 2025-10-10T22:37Z 4723 followers, XXX engagements

"@BigIdeasCapital $OXY doesnt have the luxury to say No Wirth cuts a deal with Buffett its over. Chevron the most logical buyer"
X Link @TeddyGambino 2025-10-04T18:44Z 4726 followers, XXX engagements

"Written by Chris Sandwith (Enverus Data Pulled 6-13-2024) EOG Resources Inc. (EOG) is one of the largest crude oil and natural gas exploration and production Source: Wright & Company Inc Shared via the Google app"
X Link @TeddyGambino 2025-03-15T20:04Z 4723 followers, XXX engagements

"@wolfofwalkerst If the statement were remotely true she should be happy to pay $FANG a fat premium to merge"
X Link @TeddyGambino 2025-10-14T18:16Z 4726 followers, XX engagements

"@ZVZZT_ @Booger42069 Playing that clever game called bury the mark"
X Link @TeddyGambino 2025-10-11T13:10Z 4721 followers, XX engagements

"$STEP Arc locks up a 2nd pirate"
X Link @TeddyGambino 2025-10-08T13:36Z 4726 followers, XXX engagements

"Based on rate $JEF has been imploding. got to ask is it alive come Monday"
X Link @TeddyGambino 2025-10-08T19:10Z 4723 followers, XXX engagements

"I thought Bitcoin was digital gold"
X Link @TeddyGambino 2025-10-10T21:34Z 4717 followers, 2121 engagements

"32yo Asian kid from Wells Fargo says No AI bubble on cnbc=8m old Turkey @ the Thanksgiving Turkey farm says life here at the facility is great"
X Link @TeddyGambino 2025-10-06T21:20Z 4723 followers, 2506 engagements

"@BigIdeasCapital @riceparktrees @WAR527 @EnergyCynic @rbl1973 Not doubting that but you must understand megas are dying for reserves outside US+CA or $BP which a lot of hair on it nothing avail. All depends if Wirth wants the co"
X Link @TeddyGambino 2025-10-06T20:34Z 4721 followers, XX engagements

"But by all means simps short away gass e+ps $LNG and $VG"
X Link @TeddyGambino 2025-09-18T15:11Z 4726 followers, XXX engagements

"@handlerTo3291 I think $XOM is a lock $FANg buyer"
X Link @TeddyGambino 2025-10-04T18:35Z 4719 followers, XXX engagements

"$JEF Have we found this bubbles Bear Stearns"
X Link @TeddyGambino 2025-10-07T22:21Z 4723 followers, 1106 engagements

"@Agent_StevieP Wired more funds into my acct today. Still bid @ X cad will be patient but not afraid to pay up if Q3 is solid good things to say about IH integration and/or ROC adj"
X Link @TeddyGambino 2025-10-14T18:19Z 4726 followers, XXX engagements

"Coterra Energy to hold Permian rig count steady as oil market fears ease Reuters Always a cpl who piss in the pool. Factoring their X PE deals closed in Q1 their keeping rigs flat not that relevant"
X Link @TeddyGambino 2025-06-24T18:05Z 4725 followers, XXX engagements

"$WES buying $ARIS"
X Link @TeddyGambino 2025-08-06T20:43Z 4726 followers, XXX engagements

"@jimcramer Yo Jimbo Can you give us the all clear on $JEF #cramerdeathkiss"
X Link @TeddyGambino 2025-10-09T18:48Z 4723 followers, XXX engagements

"Only 1/2 way thru this M+A cycle. Ovintiv gains amid speculation on Coterra Energy approach - Seeking Alpha"
X Link @TeddyGambino 2024-10-01T18:57Z 4726 followers, XXX engagements

"Why do I rage against crypto Ultimate expression of tech-risk on. Speaks to the misallocation of trillions into non-productive shit asset class. As part of this mkt tech bubble collapse crypto must suffer a horrific death. Credit bubble pockets as well. 15yrs of excess"
X Link @TeddyGambino 2025-10-12T01:30Z 4719 followers, 1710 engagements