@AllVentured Avatar @AllVentured AllThingsVentured

AllThingsVentured posts on X about $nmm, in the, oil, $ten the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 40.2% stocks 33.33% countries 16.67% technology brands 12.75% cryptocurrencies 7.84% automotive brands 2.94% social networks 1.96% currencies 1.96% travel destinations 1.96% products 1.96%

Social topic influence $nmm #3, in the 14.71%, oil 9.8%, $ten #16, ai 7.84%, china 7.84%, $tnk 6.86%, stocks 6.86%, we are 5.88%, tanker 5.88%

Top accounts mentioned or mentioned by @chadfgreene @summersnowusa @christankerfund @samwhitman56095 @julianklymochko @bluekurtic @stevehou @yieldsearcher @neilksethi @joeriwestland @calvinfroedge @khemaridh @cornelialake @ustreasury @tradedollarnut @f1bigdata @curiousfounder @econstratpb @michaelmottcm @graphcall

Top assets mentioned Tokenomy (TEN) Frontline Ltd. (FRO) EURONAV NV (CMBT) Peabody Energy Corporation (BTU) NVIDIA Corp. (NVDA) dHedge DAO (DHT) Danaos Corporation (DAC) Okeanis Eco Tankers Corp. (ECO) International Seaways, Inc. Common Stock (INSW) SPX6900 (SPX) Walmart, Inc. (WMT) Costamare Inc. (CMRE) Tesla, Inc. (TSLA) Scorpio Tankers Inc. (STNG) GameStop, Corp. (GME) Carvana Co. (CVNA) VALE S.A. (VALE) Microsoft Corp. (MSFT) Starbucks Corporation (SBUX) ZIM Integrated Shipping Services Ltd. (ZIM) ARDMORE SHIPPING CORPORATION (ASC) TORM plc Class A Common Stock (TRMD)

Top Social Posts

Top posts by engagements in the last [--] hours

"$FRO $DHT $ECO $NAT $TNK $TK $TEN $INSW $CMBT $NMM Why are #tanker stocks ripping today Changing Venezuela crude flows are a massive tailwind to rates. Barrels moving from dark fleet to compliant fleet is adding huge volumes into an already tight supply of compliant ships not to mention that these are the most ship-day https://t.co/hHxOT6KgXe Why are #tanker stocks ripping today Changing Venezuela crude flows are a massive tailwind to rates. Barrels moving from dark fleet to compliant fleet is adding huge volumes into an already tight supply of compliant ships not to mention that these are"
X Link 2026-01-07T18:26Z 11.8K followers, [----] engagements

"I've been thinking about this precious metals dump. This isn't $GME Gamestop. There was not a share offering. No more physical is getting mined anytime soon. Sure some paper got margin called and liquidated. But do you think any physical holders are rushing to sell after the dump and pay the huge physical spread Or do you think all of the people that missed out on the latest run are going to buy this dip Physical world friction creates implicit strong hands and an asymmetry where it is FAR easier to accumulate than distribute. This dynamic creates a durable momentum that is gong to take more"
X Link 2026-01-31T22:10Z 11.8K followers, 14.1K engagements

"See the Greek shitco shipping crooks have it the wrong way around. They should be using their private cos to inflate profits at the public co to dump shares on public investors way above NAV. IF ONLY. GAME OVER: Fraud has Been Exposed: DriveTime eating Loses to Enable $CVNA Gains. https://t.co/NkR7ERA2bU GAME OVER: Fraud has Been Exposed: DriveTime eating Loses to Enable $CVNA Gains. https://t.co/NkR7ERA2bU"
X Link 2026-02-01T18:47Z 11.8K followers, [----] engagements

"@chadfgreene Yeah very possible. That candle says panic buying. But everything else says dip. I think the $SPX straddle is cheap"
X Link 2026-02-07T17:25Z 11.8K followers, [--] engagements

"@Bluekurtic You realize you just did another red back test on a [--] month forward basis which is pretty hard to do considering stocks usually go up and the VAST majority of backtests average green. This is bearish near term"
X Link 2026-02-08T14:59Z 11.8K followers, [---] engagements

"@stevehou Yeah but Comcast $CMCSA and the cable providers stock prices peaked [---] years ago on streaming and internet disruption even though peak earnings wouldn't happen until [----]. Seat based software also probably also has [--] years of earnings growth left but stocks may have peaked"
X Link 2026-02-09T12:40Z 11.8K followers, [---] engagements

"VIE has them at similar but actually think $TEN discount might be bigger based on dodge92 analysis that VIE charter discount is overdone. I like tankers better but I prefer $NMM management and buyback forcing function. $NMM is by far my larger position and better risk adjusted bet but I think upside on $TEN is much higher. https://twitter.com/i/web/status/2023143475516957034 https://twitter.com/i/web/status/2023143475516957034"
X Link 2026-02-15T21:12Z 11.8K followers, [---] engagements

"1/ [--] years ago I penned the first of a series of articles on my highest conviction pick $NMM correctly calling for an immediate double✅ and quickly followed it up with a call for an eventual 10x and stretch goal of a [--] bagger. https://seekingalpha.com/article/4392512-navios-containers-buyout-is-a-steal-for-navios-partners-and-nmm-shareholders https://seekingalpha.com/article/4392512-navios-containers-buyout-is-a-steal-for-navios-partners-and-nmm-shareholders"
X Link 2025-11-26T16:36Z 11.8K followers, [----] engagements

"@SummerSnowUSA I hope in every way we are leaving the Soros regime and entering the Jim Rodgers one for a few decades"
X Link 2026-02-15T15:44Z 11.8K followers, [--] engagements

"Twitter is my notepad to collect my thoughts into defensible bites for feedback collaboration and future reference. This is NOT investment advice - although I may "talk my book" I really prefer if tourists stay out of my positions. If you do your own dd welcome to the club"
X Link 2022-12-21T18:56Z 11.8K followers, 50.6K engagements

"If all of these countries that have made trade deals and purchase commitments of US energy make good on those commitments it is going to create massive inefficiencies in #tankers and to a lesser extent #drybulk. Instead of US oil shipping to where the market deems most efficient Asian trade surplus countries will buy American to appease Trump and attempt to balance their trade with the US. The problem is that these trade agreements are likely to far exceed current levels of US exports. In order to meet agreements they likely need to pay a slight premium to the global price to justify higher"
X Link 2026-02-02T22:13Z 11.8K followers, [----] engagements

"My SINGLE MOST IMPORTANT mental heuristic when thinking about how developments in the oil market affect tanker demand: EAST vs WEST of the ARABIAN GULF Tanker trades are infinitely complex. Small changes in production refining capacity end demand seasonality and freight costs have cascading effects throughout the system that are hard to track and can get you lost in the details. The simple mental framework to estimate the NET EFFECT on ton miles and ship days is to think in aggregate balances East vs West of the Arabian gulf. Why West of the (and including) the Arabian Gulf is a huge net"
X Link 2026-02-03T02:00Z 11.8K followers, 15K engagements

"Sam Altman and Jensen Huang trading blows. What could possibly go wrong 🦔 Reuters reports OpenAI is "unsatisfied" with Nvidia's latest AI chips and has been seeking alternatives since last year citing eight sources familiar with the matter. The specific complaint involves inference performance. This comes right after the Wall Street Journal https://t.co/V6lvzxs2hm 🦔 Reuters reports OpenAI is "unsatisfied" with Nvidia's latest AI chips and has been seeking alternatives since last year citing eight sources familiar with the matter. The specific complaint involves inference performance. This"
X Link 2026-02-03T02:45Z 11.8K followers, [----] engagements

"Sinokor fleeced all of the tanker owners that don't do math real good. I sold calls against my entire $CMBT position after the runup. Now Sinokor is setting the VLCC price floor at $150k per day and will likely get a lot more. I'd rather own companies that kept their floating money printers. $CMBT has sold eight vessels generating total capital gains of USD 269.2m. Half of the profits after debt repayment will be distributed to shareholders. There are rumours that the buyer of the VLCCs is Sinokor which has also acquired additional VLCCs from other owners. https://t.co/XTK6Jb99th $CMBT has"
X Link 2026-02-03T04:29Z 11.8K followers, [----] engagements

"$WMT now trades at 62x normalized trailing [--] month earnings. At the height of the .com bubble it only traded at 39x. And it STILL took $WMT [----] years to durably break above its .com peak. Will this time be different"
X Link 2026-02-03T17:06Z 11.8K followers, [----] engagements

"I cant remember single stocks ever moving this much outside of a 10% drawdown scenario. Stocks are moving like we are at the bottom of a 20% drawdown when we are 3% off of ATH on $SPX. Something tells me we are in a crash but price is still at the top of the crash range"
X Link 2026-02-07T00:26Z 11.8K followers, [----] engagements

"Poten on how they expect an India trade deal to affect Tankers (Spoiler - its extremely bullish) If all of these countries that have made trade deals and purchase commitments of US energy make good on those commitments it is going to create massive inefficiencies in #tankers and to a lesser extent #drybulk. Instead of US oil shipping to where the market deems most If all of these countries that have made trade deals and purchase commitments of US energy make good on those commitments it is going to create massive inefficiencies in #tankers and to a lesser extent #drybulk. Instead of US oil"
X Link 2026-02-09T14:24Z 11.8K followers, [----] engagements

"I used to buy glass containers from both Chinese factories and from Vitro Mexico. China has been better at glass manufacturing than North America for more than a decade. No surprise here. Let me reframe this entire story: A Chinese company invests in a factory in the US that was previously a shuttered GM plant employs [----] workers in the US with only 1% on visas and outcompetes a nearby plant that is owned by Vitro a Mexican company. https://t.co/sZHw9J05KT Let me reframe this entire story: A Chinese company invests in a factory in the US that was previously a shuttered GM plant employs 3000"
X Link 2026-02-09T21:44Z 11.8K followers, [----] engagements

"Gonna need a bigger $WMT Overbought/Oversold Indicator You can really see the dispersion here between defensives and software. XLP is in the 99.9%-tile of overbought conditions on my proprietary indicator while IGV is in the 0.5%-tile of oversold We are getting to the point where IGV weakness brings https://t.co/Mqu3e2W34I Overbought/Oversold Indicator You can really see the dispersion here between defensives and software. XLP is in the 99.9%-tile of overbought conditions on my proprietary indicator while IGV is in the 0.5%-tile of oversold We are getting to the point where IGV weakness"
X Link 2026-02-12T22:54Z 11.8K followers, [----] engagements

"Been urging caution on this. $VALE #drybulk Lets now turn to some fundamental correlations. for example Vale vs iron ore. 😳😳 https://t.co/lKevAPiJwf Lets now turn to some fundamental correlations. for example Vale vs iron ore. 😳😳 https://t.co/lKevAPiJwf"
X Link 2026-02-14T04:02Z 11.8K followers, [----] engagements

"These would be as of 12/31. Soros has gotten absolutely ANNIHILATED in [----] YTD. Wrong with conviction on leverage and down big. Couldn't happen to a better guy. 🚨 Soros Fund Management Q4 13F Moves One of Soross most active filings in recent quarters just dropped. 50+ new positions and major rotations across sectors. Key shifts Massive bearish bet on energy $XOP puts $415M $XLE puts $163M Doubling down on AI + semis $MSFT https://t.co/wAz6xcRPjF 🚨 Soros Fund Management Q4 13F Moves One of Soross most active filings in recent quarters just dropped. 50+ new positions and major rotations"
X Link 2026-02-15T14:46Z 11.8K followers, [----] engagements

"@christankerfund $NMM and $TEN. On the smaller side $IMPP is also very mispriced on an enterprise value basis. And then you have $TOPS in the shitco dungeon at like 7% of NAV"
X Link 2026-02-15T19:52Z 11.8K followers, [----] engagements

"@yieldsearcher Huge rug pull coming. Poor gen Z cant catch a break. Winners will be those going into trades that dont have assets to start but will have high paying physical world skills to buy assets after the reset"
X Link 2026-02-15T22:05Z 11.8K followers, [---] engagements

"Sometimes the human running this AI heavy account puts together a really good post. Three Quiet Charts That Say More About the U.S. Economy Than the Headlines Most macro debates get trapped in the loud stuff.one jobs print one inflation print one Fed quote. These three charts are quieter but theyre the kind of quiet that tends to matter. Together theyre https://t.co/4ytbk3fMX3 Three Quiet Charts That Say More About the U.S. Economy Than the Headlines Most macro debates get trapped in the loud stuff.one jobs print one inflation print one Fed quote. These three charts are quieter but theyre the"
X Link 2026-02-15T22:10Z 11.8K followers, [----] engagements

"@neilksethi Crescendo of the bubble. Weve hunted down every large cap that might be considered value and made it not value. Crazy bubbles in $WMT $SBUX $XOM etc"
X Link 2026-02-15T22:28Z 11.8K followers, [---] engagements

"#drybulk new ship order book now smaller than fleet [--] years old. There is very little capacity to add before [----]. Negative fleet growth should offset any demand softness in the coming years"
X Link 2022-07-28T16:39Z 11.8K followers, [--] engagements

"1/ If it weren't for the recent merger of the two largest US listed tanker cos $EURN and $FRO $NMM would be the by far largest US listed shipping co by # ships. But whereas $EURN and $FRO trade at $.90 per $1 of NAV $NMM trades at just $.27 per $1 of NAV and a fwd PE of 1X"
X Link 2022-07-28T17:00Z 11.8K followers, [--] engagements

"😳 here we go again with port congestion in LA/LB. Got floating warehouses $ZIM $DAC $GSL $CMRE $NMM $ESEA"
X Link 2022-07-31T22:11Z 11.8K followers, [--] engagements

"I challenge you to find a better SUPPLY side setup in any cyclical industry than drybulk and tankers. Historically low new deliveries through [----] huge wave of obsolescence 2026+. Rates already high DESPITE most important economy in lockdown for past [--] years. The main reason why we're very bullish on shipping and argue that the next decade will have nothing in common with the last one: Orderbook at lows with no capacity and willingness to increase it while demand outlook remains solid https://t.co/jpCmAm3a9q The main reason why we're very bullish on shipping and argue that the next decade"
X Link 2022-10-16T19:35Z 11.8K followers, [---] engagements

"Wow. After seeing the tape and listening to the $BTU call I was expecting MUCH worse. I actually don't have a problem with anything said at all. Many mentions of "doing what's best best for shareholders". Confident outlook on sureties resolution by end Q1. Adding here"
X Link 2022-11-03T18:13Z 11.8K followers, [---] engagements

"New ATH Friday. Been a wild couple years. Up 150% YTD and 3500% in [--] months. Current top longs (in approximate order largest to smallest): $NMM $BTU $TNP $DAC $VET $CVE $YPF $PBR Offset by short tech and overvalued consumer stocks"
X Link 2022-11-05T17:23Z 11.8K followers, [---] engagements

"$NMM breaking top trend line in its giant triangle pattern. Still has to contend with earnings Thursday that I forecast to come in lower than street estimates due to lower drybulk rates. My model has $3.67 vs $4.16 expected. Arguably priced for the miss at 2x fwd earnings"
X Link 2022-11-08T16:18Z 11.8K followers, [--] engagements

"$NMM earnings My model nailed the EPS which came in $3.68 vs $3.67 expected below. Also as expected no buybacks yet and typical fleet renewal with [--] new ships replacing [--] old ships sold. Good refinancing done. Buybacks Q1 My model has $20 EPS for [----]. 1.3x [----] EPS. $NMM breaking top trend line in its giant triangle pattern. Still has to contend with earnings Thursday that I forecast to come in lower than street estimates due to lower drybulk rates. My model has $3.67 vs $4.16 expected. Arguably priced for the miss at 2x fwd earnings. https://t.co/o7IcRhra3B $NMM breaking top trend line in"
X Link 2022-11-10T16:00Z 11.8K followers, [--] engagements

"Seems pretty clear to me China is on a rapid path to reopening. If so: Oil CPI Real incomes Yields China equities AND drumroll. US Equities In Beijing city: Negative test results no longer needed to enter some public venues; still required at offices. Negative results not needed to take buses subways from Mon; Shopping malls reopened dine-in still suspended negative results required. Many testing booths removed. In Beijing city: Negative test results no longer needed to enter some public venues; still required at offices. Negative results not needed to take buses subways from Mon; Shopping"
X Link 2022-12-04T12:35Z 11.8K followers, [--] engagements

"Great thermal coal trade infographic. h/t @joeriwestland for finding this. Posting to Twitter because this will be useful to reference in the future. Anyone else use Twitter as their information filing system 🙋♂"
X Link 2022-12-17T04:31Z 11.8K followers, [----] engagements

"@calvinfroedge @khemaridh The bartender at my hotel in Bali told me he makes less than $200 per month working [--] days a week. Has to commute an hour each direction every day to get to work. Everyone has a story about their friend working in the US making minimum wage - a veritable fortune. Perspective"
X Link 2022-12-18T02:25Z 11.8K followers, 11.4K engagements

"Ahhh why not. Let's do a top [--] for 2023: $NMM - $25.96 $TNP - $16.93 $BTU - $26.42 $TNK - $30.81 $FRO - $12.14 $LPI - $51.42 $EGY - $4.56 $DAC - $52.66 $CMRE - $9.28 $SHIP - $0.4955"
X Link 2023-01-03T13:05Z 11.8K followers, 26.3K engagements

"Chinese steel consumption back at multi-year highs. Steel inventories and production however are entering drawdown season at multi year lows. A constructive setup for drybulk shipping and met coal pricing as steel production looks like it needs to increase to meet demand"
X Link 2023-03-11T23:23Z 11.8K followers, 14.6K engagements

"Added a lot of $BTU today 😅 In case you missed it a $1B tidal wave of pent up cathartic $BTU buyback demand is about to hit the tape around the end of the month. I'd like to be in the business of holding a lot of $BTU shares when that happens"
X Link 2023-04-17T20:14Z 11.8K followers, 56.3K engagements

"The year is [----] 🔮: $BTU is now the Saudi Aramco of coal. Its shares trade at 5x EV/EBITDA with no debt (because people still hate coal). It gaps up on news that it just did its 3rd acquisition in [--] months buying coal assets for 2.5x EV/EBITDA"
X Link 2023-04-17T22:59Z 11.8K followers, 15.6K engagements

"I was telling my girlfriend about the $TSLA inventory problem and how everyone who was going to buy one already bought one and now theyve done [--] price cuts. She says: oh like Peleton 💯 $PTON"
X Link 2023-04-19T22:00Z 11.8K followers, [----] engagements

"1/ Just like with the Russia/Ukraine conflict #tankers are likely to be the #1 beneficiary of renewed enforcement on Iran oil sanctions and associated changing trade patterns 🧵: https://x.com/AllVentured/status/1512804391258099718s=20 1/ #Tankers are the biggest beneficiary of changing trade patterns due to Russian sanctions. PERIOD. A look into why tanker rates are surging this week and why this is just the beginning. A 🧵. https://t.co/xktxQ5WgK7 https://x.com/AllVentured/status/1512804391258099718s=20 1/ #Tankers are the biggest beneficiary of changing trade patterns due to Russian"
X Link 2023-10-09T17:35Z 11.8K followers, 43.2K engagements

"6/ How might this play out If I were making policy I would sanction all entities operating dark fleet vessels and begin detaining old tankers in the dark fleet that are out of international compliance for repairs auction the barrels and send the ships for scrap. This would have a 2-fold immediate effect: 1) Risk premium for dark fleet operators will skyrocket - rates will need to increase meaningfully to offset risk of asset confiscation. 2) Removal of dark fleet supply will send dark fleet operators back to the S&P market in a frantic bid for younger compliant tonnage squeezing supply in the"
X Link 2023-10-09T17:47Z 11.8K followers, 41.3K engagements

"Just about any way you slice it Chinese iron ore inventories are at rock bottom DESPITE high imports over the last couple months. A very constructive demand setup for #capesize drybulk"
X Link 2023-11-08T16:56Z 11.8K followers, 23.1K engagements

"$NMM will generate another 25% of market cap in cash in Q4. With the jump in freight futures today my model implies $530M of cash gen for [----] against a market cap of $710M. Added heavily this week. $NMM - Issued their Q3 last night with an updated fleet / charter list as of Nov [--]. Not that it matters but they generated 50% of their market cap in cash flows from ops in the first [--] months of 2023😅 https://t.co/gov93gS8yt https://t.co/A02Q4OUrwA $NMM - Issued their Q3 last night with an updated fleet / charter list as of Nov [--]. Not that it matters but they generated 50% of their market cap"
X Link 2023-11-23T16:40Z 11.8K followers, 32.1K engagements

"Holy $hit My unwavering largest position by far since Nov [----]. You know how many dickheads I had to wade through that told me this would never happen Vindication. Congrats to all that stayed with it. $NMM : There was lots of doubt but in a NEW 13D/A filing AF has been actively buying $NMM shares This is the proof for the NMM thesis. https://t.co/lIWQtFGnrn $NMM : There was lots of doubt but in a NEW 13D/A filing AF has been actively buying $NMM shares This is the proof for the NMM thesis. https://t.co/lIWQtFGnrn"
X Link 2024-03-06T20:32Z 11.8K followers, 14.1K engagements

"Inflation and growth going different directions #GDPNow"
X Link 2024-03-14T16:00Z 11.8K followers, [----] engagements

"2 million of the [---] million working people in the us are realtors and suddenly they will need to compete with each other instead of playing the 6% underemployment lottery. The best will be busier and the rest (more than half) will have to look for other work. Hundreds of thousands more unemployed BREAKING: The 6% commission on buying or selling a home is gone. National Association of Realtors has announced a settlement with groups of homesellers agreeing to end landmark antitrust lawsuits by paying $418 million in damages and eliminating rules on commissions. BREAKING: The 6% commission on"
X Link 2024-03-15T22:19Z 11.8K followers, [----] engagements

"Seems $NVDA has some serious competition. This is a purpose built AI chip rather than a graphics card that does AI. Remember when Blackberry was stuck on the keyboard and the iPhone dropped https://www.zdnet.com/article/ai-startup-cerebras-unveils-the-largest-chip-yet-for-generative-ai/ https://www.zdnet.com/article/ai-startup-cerebras-unveils-the-largest-chip-yet-for-generative-ai/"
X Link 2024-03-16T02:03Z 11.8K followers, [----] engagements

"Good detail. If these percentages hold I calculate about 17mil DWT will be scrapped in the next [--] years. This compares to newbuild deliveries of 24mln DWT for the same years or net fleet growth around 1%. Not much And look at this: when you go from [--] to [--] year old tankers the % goes from 40% scrapped to 80%. Because of the [--] year special survey (v. costly). Hey wait a minute: isn't next year [----] Hmm. https://t.co/OwBaweoVpi And look at this: when you go from [--] to [--] year old tankers the % goes from 40% scrapped to 80%. Because of the [--] year special survey (v. costly). Hey wait a minute:"
X Link 2024-03-16T15:22Z 11.8K followers, [----] engagements

"The form factor is graphics card. Is the graphics card form factor ideal for AI Maybe initially to leverage existing infrastructure without reinventing the wheel but we are WAAAY past that now with $100B per year+ being spent on AI compute. It certainly seems that the Cerebras solution is a much better format. I wouldn't be surprised to see $NVDA move toward a larger format going forward. Could they do large format better than Cerebras Probably. but if they sleep on this competition might just provide a better solution"
X Link 2024-03-16T15:39Z 11.8K followers, [----] engagements

"Yo Demitri I appreciate you for being a truth seeker. I also like that you can take a stand when you are convicted. On this subject I think you are directionally correct but your recent posts seem a bit fanatical on China. The reality is that China can and will continue to DOMINATE the manufacturing and export scene. Has peak willingness to accept China exports passed DEFINITELY. Will there be any kind of acute change away from Chinese imports ABSOLUTELY NOT. The reality is that China will continue to make superior products for far less money and for less resources because they do it more"
X Link 2024-03-18T02:41Z 11.8K followers, [----] engagements

"Boom. This aged well. I predicted a couple days ago after Cerebrus dropped the WSE-3 that $NVDA was likely to increase chip size to stay ahead. @SamWhitman56095 The form factor is graphics card. Is the graphics card form factor ideal for AI Maybe initially to leverage existing infrastructure without reinventing the wheel but we are WAAAY past that now with $100B per year+ being spent on AI compute. It certainly seems that the @SamWhitman56095 The form factor is graphics card. Is the graphics card form factor ideal for AI Maybe initially to leverage existing infrastructure without reinventing"
X Link 2024-03-18T21:59Z 11.8K followers, [----] engagements

"$NMM Navios Partners is officially changing its name to Navidia to capture the AI hype and re-rate to a fair valuation. Same performance as $NVDA since I brought you the first of a series of Seeking Alpha articles on the subject beginning in 2020: Which would you rather own here $NVDA at 43x forward sales or Navidia ($NMM) at 3x forward earnings h/t to @CorneliaLake for carrying the torch here on this name today and publishing an excellent research report. https://seekingalpha.com/author/nick-first https://seekingalpha.com/author/nick-first https://seekingalpha.com/author/nick-first"
X Link 2024-06-05T18:17Z 11.8K followers, [----] engagements

"$DQ fat pitch alert. Enterprise value is now negative for the worlds largest Polysilicon manufacturer. $2.7B of cash on the balance sheet vs a market cap of $960M. This isn't some bit player way out on the cost curve. It is the world's largest with one of the lowest costs of production. Sure prices are currently below costs but Polysilicon demand is expected to grow at a 16% GAGR through [----]. Excess capacity will be absorbed in no time the weakest players will go out of business or be absorbed for pennies on the dollar by strong players with fortress balance sheets like $DQ and $DQ will go"
X Link 2024-07-01T18:22Z 11.8K followers, 31.3K engagements

"To all my haters over the years: $NMM is repurchasing shares - you were wrong. $NMM is a [--] bagger since I made it my largest position in Oct [----]. Its a [---] bagger since I put 10% of my net worth in out of the money calls last Nov. Thanks for the opportunity of a lifetime $NMM: Share repurchases have started 198K shares $3.30 EPS Amazing news on the repurchases https://t.co/fK0vHSjMsI $NMM: Share repurchases have started 198K shares $3.30 EPS Amazing news on the repurchases https://t.co/fK0vHSjMsI"
X Link 2024-08-20T15:24Z 11.8K followers, 20.3K engagements

"The amount of Enron style accounting shenanigans is astounding: - $RILY is a crime scene - $SMCI is a crime scene - $CVNA $TSLA misrepresenting liabilities profitability fishy cash accounting - $NVDA $MSFT round tripping revenues with related parties What else"
X Link 2024-10-30T21:43Z 11.8K followers, 20.4K engagements

"I don't own enough tankers. The Iranian fleet of 40+ tankers will go back to being floating storage and all of this oil will need to be shipped by the legit fleet from Saudi instead. Huge tailwind to rates. https://www.ft.com/content/3710bf14-010e-412d-83c7-b07773d6a45f https://www.ft.com/content/3710bf14-010e-412d-83c7-b07773d6a45f"
X Link 2024-11-17T05:50Z 11.8K followers, 16.9K engagements

"The main reason #tanker rates and equities have sold off from their June highs ➡Huge global inventory drawdowns The 150mm bbl drawdown since early June represents [--] VLCC equivalents that went unemployed vs a flat inventory counterfactual. thread 🧵 Global oil & petroleum products inventories are at their [--] year seasonal lows per Goldman Sachs and their data providers https://t.co/T69DLEy2gZ Global oil & petroleum products inventories are at their [--] year seasonal lows per Goldman Sachs and their data providers https://t.co/T69DLEy2gZ"
X Link 2024-12-05T22:10Z 11.8K followers, 60.8K engagements

"A great starting point is free shipping and commodity news aggregator here: You can also find all of the weekly and monthly broker reports for free there which usually contain a lot of insights. I also like a number of shipping podcasts including freightup lloyds list seatrade martitime marketplace roundtable capital link Some good paid services in the space are Value Investors Edge and Marhelm https://www.hellenicshippingnews.com/tag/top-stories/ https://www.hellenicshippingnews.com/tag/top-stories/ https://www.hellenicshippingnews.com/tag/top-stories/"
X Link 2024-12-06T15:33Z 11.7K followers, [----] engagements

"1/ Issuing a fat pitch alert on the entire tanker sector. Too many huge positive catalysts stacking up with huge upside convexity 🧵 Buying calls in $TNK $TEN $NMM $IMPP this week. More OFAC sanctions today removing another material chunk of ships from the fleet: Our research shows that today's decision by @USTreasury OFAC to sanction/blacklist ten tankers affects vessels that have been responsible for lifting at least $5.4 billion worth of Iranian Venezuelan and Russian oil. #OOTT https://t.co/ahWw4gCq0O https://t.co/dvrUD9xtbR Our research shows that today's decision by @USTreasury OFAC to"
X Link 2025-03-14T01:29Z 11.8K followers, 40.4K engagements

"Very interesting and plausible Tanker bull thesis from the CEO of OET: Under a Trump driven peace deal with Russia that the EU does not agree to the US removes sanctions on Russian oil but the EU does not. This would cause Russian cargoes to move back to the compliant fleet at higher volumes but still ship long haul to Asia as the barrels remain sanctioned by the EU. A dream scenario for tanker rates and highly plausible. $OET $ECO Okeanis Eco Tankers https://t.co/niDPXDLLIK $OET $ECO Okeanis Eco Tankers https://t.co/niDPXDLLIK"
X Link 2025-03-15T18:28Z 11.8K followers, 13.2K engagements

"1/ FINALLY some good data on US port calls vs Chinese fleet proportion regarding the proposed Chinese ship fees. 🧵TLDR: Most shipping trades will easily find non-Chinese tonnage to call US ports to avoid the fees h/t Omar/Jefferies the first reasonable take vs the hysterics"
X Link 2025-03-19T16:29Z 11.8K followers, 35.2K engagements

"Great Tanker report from Fearnleys: ✅ Sanctioned fleet employment falling off a cliff (10.6% of global capacity) ✅ Compliant fleet ton miles new ATH ✅ Oil in transit near recent highs All would suggest much higher rates. Soon I think. https://fearnpulse.com/tank-report/fearnleys-tanker-market-wrap-up-mar-2025 https://fearnpulse.com/tank-report/fearnleys-tanker-market-wrap-up-mar-2025"
X Link 2025-03-28T20:44Z 11.8K followers, 29.9K engagements

""Stay out of markets" - you mean stop manipulating asset prices higher paying people's mortgage for them deferring student loans for [--] years spewing taxpayer money to every grift imaginable to keep the economy propped up Your whining tells me you were part of the grift. If you can only make money when number go up you aren't that smart - just an entitled grifter "in" on the game of how the crooks run Washington"
X Link 2025-03-29T14:38Z 11.8K followers, [----] engagements

"$NMM Long term chart doesn't get much prettier than this. Backtest of the [--] year breakout @$37. Repurchasing $10MM per Q shares at .4x NAV. Bull markets coming in tankers and capesize with boxship fleet locked up on super profitable multi-year contracts. 3x fwd PE"
X Link 2025-03-29T16:26Z 11.8K followers, [----] engagements

"$TNK fleet of Suezmax and Aframax tankers is earning annualized $15/sh of FCF at today's rates and has $15/sh of cash on the balance sheet with NO DEBT. At todays rates it trades at an EV/FCF 1.5X. It only takes [--] months at these rates to earn its ENTIRE enterprise value. Todays tanker ECO spot rates (non scrubber) from Pareto (d/d): VLCC $39K +2% Suezmax $49K +6% Aframax $50K +4% LR2 $31K -3% LR1 $29K +11% MRs $21K -3% Aframax and Suezmax 🔥🔥 $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI Todays tanker ECO spot rates (non scrubber) from Pareto (d/d): VLCC $39K +2%"
X Link 2025-04-11T02:50Z 11.8K followers, 11.6K engagements

"Oil-on-water still going vertical DESPITE Chinese imports of Iranian barrels rebounding in March. Looks like it is headed back to [----] highs along with tanker rates while tanker equities hover near [--] year lows. Great Tanker report from Fearnleys: ✅ Sanctioned fleet employment falling off a cliff (10.6% of global capacity) ✅ Compliant fleet ton miles new ATH ✅ Oil in transit near recent highs All would suggest much higher rates. Soon I think. https://t.co/ZceD9H2Tpy https://t.co/sn7Zej44WU Great Tanker report from Fearnleys: ✅ Sanctioned fleet employment falling off a cliff (10.6% of global"
X Link 2025-04-16T02:52Z 11.8K followers, 10.5K engagements

"Whoa. Check out the China data. Chinese days of crude inventory lowest in [--] years DESPITE record domestic production and record crude imports. The narrative of Chinese crude demand imploding is just totally false. Unless it actually implodes crude imports will need to be sustained at an even higher level going forward which means higher crude tanker rates. We just posted our latest Weekly Product Tanker Report on the verboten site (link in bio to access the full nine-page pdf). The Product Tanker Fundamentals page is below. #oott #tankers $ASC $STNG $TRMD $HAFN $DIS.MI https://t.co/4MU4fxRcKz"
X Link 2025-04-17T03:29Z 11.8K followers, 15.4K engagements

"Now that the "decade high" rates headline is just a stone throw away tanker stocks are finally moving off of 2+ year lows. I guess $TNK trading at EV/FCF of [---] at these rates is too cheap $FRO $TEN $TK $INSW $DHT $NAT $NMM $STNG The narrator: They are now higher. https://t.co/mdvCo9uolo The narrator: They are now higher. https://t.co/mdvCo9uolo"
X Link 2025-04-25T16:36Z 11.8K followers, 17K engagements

"I ran an import business and most of the things on the shelves from China cant be easily sourced from elsewhere and often dont have close substitutes. You are more likely to see shelf space allocation change slowly based on sales velocity changes due to price. Id argue that if there truly is a comparable Vietnamese product next to a Chinese product on a Walmart shelf and the Chinese product becomes significantly more expense I bet it will be the VIETNAMESE product that will be out of stock until increased capacity can be brought online to meet demand. But that Chinese product will be IN STOCK"
X Link 2025-04-27T22:01Z 11.8K followers, [----] engagements

"Get ready for huge oil met coal and grain purchase commitments from China. Got #tankers and #drybulk U.S. announces trade deal with China. Details tomorrow. https://t.co/6EqhLyzogY U.S. announces trade deal with China. Details tomorrow. https://t.co/6EqhLyzogY"
X Link 2025-05-12T00:02Z 11.8K followers, [----] engagements

"VLCC rates are incredibly strong considering we just slid down a $15k seasonality slope and didn't lose nearly that much. Dark fleet pressure mounting. Q4 is going to be fun. Despite VLCC tonne-miles near 11-month highs and OPEC+ headlines rates are failing to gain traction. (Data from Vortexa) https://t.co/OhaRjCkh5u Despite VLCC tonne-miles near 11-month highs and OPEC+ headlines rates are failing to gain traction. (Data from Vortexa) https://t.co/OhaRjCkh5u"
X Link 2025-05-14T22:33Z 11.8K followers, [----] engagements

"@tradedollarnut Rates are already crashing. https://theloadstar.com/new-capacity-dump-wipes-out-transpac-gains/ https://theloadstar.com/new-capacity-dump-wipes-out-transpac-gains/"
X Link 2025-06-18T18:34Z 11.8K followers, [---] engagements

"The peak we just passed in container rates likely wont be seen again for another 3+ years unless there is large monetary inflation or geopolitical escalation. I am bullish demand despite tariffs but WAAAY too much capacity coming. $ZIM $HLAG $AMKBY $DAC $GSL $CMRE Drewrys World Container Index decreased 7% to $3279 per 40ft container this week $ZIM $MAERSK https://t.co/ihR9gifCSa Drewrys World Container Index decreased 7% to $3279 per 40ft container this week $ZIM $MAERSK https://t.co/ihR9gifCSa"
X Link 2025-06-19T14:56Z 11.8K followers, [----] engagements

"@F1BigData Agreed. There is a solution for people that don't want to watch a whole race. It's the race in [--] feature on the F1 app"
X Link 2025-09-03T11:35Z 11.8K followers, [----] engagements

"I'm ride daily at a spin studio in Denver that is 95% women. [--] years ago you would see 70% of the women wearing LULU leggings as it was low brow to wear something else. Now I see very few wearing LULU - it is cool to be in something different. And its not even Vuori or Alo. It is a handful of other brands. Super commoditized space now. As a man who wears a lot of athletic wear I have always found Lulu just incompetent at mens clothing. I never wore the shorts gifted to me. When Vuori hit I instantly loved many of their items. But I dont wear any of that anymore either. All of my favorite"
X Link 2025-09-11T12:16Z 11.8K followers, [----] engagements

"@curious_founder And yet the reason why prices have gone down is because they sit right next door to the Powder River and generate most of their electricity from cheap coal. If you are asserting that North Dakota's electric prices have fallen due to renewables I have a bridge to sell you"
X Link 2025-10-23T17:39Z 11.8K followers, [----] engagements

"All that oil on water is a glut of sanctioned barrels going into tankers. Although much of these barrels will eventually find their way the market is pricing ALL of it as fungible inventory. It is not. The reality is we are likely to see structurally higher floating storage and lower deliveries of sanctioned barrels than what is coming out of the ground today which will eventually lead to shut-ins of sanctioned barrels. This has HUGE implications for both tanker rates and oil prices. I am a buyer of both. BREAKING: Over the past [--] weeks Iran has exported nearly [---] million barrels of crude"
X Link 2025-11-09T14:58Z 11.8K followers, 17K engagements

"@SamWhitman56095 At todays rates and implied future rates you want to own the company with the most debt and leverage possible. $CMBT is that company. Only the huge NAV discounts like $NMM and $TEN are more levered to this bull market"
X Link 2025-11-21T13:17Z 11.8K followers, [---] engagements

"1st order effect buy gold. 2nd order effect buy oil. I have taken a couple hour+ long Uber rides in small CNG vehicles where we stopped to refuel. CNG is for the poors as it is far cheaper. I think both times it was $7usd to fill the tank. The larger nicer vehicles are all petrol or diesel. As Indians become wealthier former owners of CNG budget cars will upgrade to ones that run on oil products and will sell their CNG vehicles to those buying their first passenger vehicle who will sell their petrol motorbike to first time motorbike buyers. And why wont wealthier Indians go straight to an EV"
X Link 2025-11-23T19:04Z 11.7K followers, [---] engagements

"@JulianKlymochko Better to buy land in premium growing regions with wineries going bankrupt en masse in Napa/Sonoma. One of the few examples where stars aligned to depress prices for a top of the K product. Demand for premium will continue to grow when things normalize"
X Link 2025-12-25T19:29Z 11.7K followers, [---] engagements

"@JulianKlymochko Thanks for the idea. Ive added $WVVI to a watchlist. Its a shame $NAPA got taken private last year. That would have been a good pure play"
X Link 2025-12-25T19:37Z 11.8K followers, [---] engagements

"Read the comments. $SBUX is one of the most hated brands on earth and the stock is massively overvalued for what appears to be a business in terminal decline. Other businesses with better performance like $JACK trade at 5x PE. $SBUX is a 36x PE Starbucks plans to close about [---] locations its largest closure plan on record #MacroEdge Starbucks plans to close about [---] locations its largest closure plan on record #MacroEdge"
X Link 2025-12-29T20:36Z 11.8K followers, [----] engagements

"Trust me bro circular revenue commitment fantasy stops at DRAM. Suppliers are calling BS. Not going to build the capacity without take or pay contracts in advance. I bet hyperscalers cant even raise the funds for the DRAM portion of their fantasy revenue commitments. Bubble pop. Very interesting. DRAM makers are now requiring customers to sign LTAs that do not allow cancellations or returns. https://t.co/d33L477gaj Very interesting. DRAM makers are now requiring customers to sign LTAs that do not allow cancellations or returns. https://t.co/d33L477gaj"
X Link 2026-01-02T04:00Z 11.7K followers, [----] engagements

"@EconstratPB Productivity figures are more a reflection of hiring trends than anything else and the numbers are telling you there have been an acceleration in layoffs. https://x.com/AllVentured/status/2009387880293249501s=20 Layoffs create these productivity spikes as corporates make the same amount of stuff with fewer workers. Mass hiring causes huge drops in productivity (see post covid) as new employees initially don't contribute much. https://x.com/AllVentured/status/2009387880293249501s=20 Layoffs create these productivity spikes as corporates make the same amount of stuff with fewer"
X Link 2026-01-09T02:00Z 11.8K followers, [---] engagements

"Take or pay contracts now not even good enough. CASH PREPAY. They think the volumes are BS and don't trust hyperscalers to honor contracts without being tied up in litigation or flat out don't trust creditworthiness. https://x.com/wallstengine/status/2009562398483784057s=20 SanDisk $SNDK is reportedly pitching [--] to [--] year NAND supply deals that require 100% cash prepay basically pushing price and inventory risk onto customers as shortages and pricing tighten through [----]. Source: DigiTimes https://t.co/EiBwXTBpjU https://x.com/wallstengine/status/2009562398483784057s=20 SanDisk $SNDK is"
X Link 2026-01-09T16:26Z 11.7K followers, [---] engagements

"I personally wouldn't want to own $META burning 100% of FCF on its poor attempt to catch up on AI. That said I bought a large slug of $145 $XLC [----] calls this week to hedge off Zimbabwe continuing and offset $SPX put spreads. There is an outside chance both perform if AI bubble pops leaving $GOOG as the clear full stack winner and $META muddling through as a reduction in capex might actually be viewed favorably. Also conceivable that earnings for these [--] continue to grow even if AI bubble pops especially after $META takes a massive [--] time impairment. When the openAI ponzi fails $NVDA is"
X Link 2026-01-28T22:13Z 11.8K followers, [----] engagements

"And the rest of $XLC is actually pretty compelling relative to the rest of the market with media like $NFLX and $DIS beneficiaries of govt stimulus and super low multiple telecom infrastructure sitting on a ton of dollar debt getting debased away which is a tailwind to the equity share of their enterprise values. https://twitter.com/i/web/status/2016640779020836996 https://twitter.com/i/web/status/2016640779020836996"
X Link 2026-01-28T22:33Z 11.8K followers, [---] engagements

"Something weird going on. Any of my followers have any insight on why China iPhone purchases would go from [--] years of flat to +38% Hoarding phones like they are hoarding commodities $AAPL CEO: "Greater China was up 38% YoY. It was driven by iPhone where we set an all-time revenue record. It was the best iPhone quarter in history in Greater China. It was driven by customer enthusiasm for the iPhone [--] lineup. During the quarter traffic in our stores in https://t.co/IlTxOf2biJ $AAPL CEO: "Greater China was up 38% YoY. It was driven by iPhone where we set an all-time revenue record. It was the"
X Link 2026-01-29T23:01Z 11.7K followers, [----] engagements

"A $TSLA / Space X / xAI merger would take the CAPE ratio up by another point+ by itself. Nobelist Robert Shiller's cyclicallyadjusted P/E ratio (CAPE)signals equities valuations are near their highest level since [----]. The US stock market =OVERVALUED and OVERHYPED. https://t.co/8DkHClWley Nobelist Robert Shiller's cyclicallyadjusted P/E ratio (CAPE)signals equities valuations are near their highest level since [----]. The US stock market =OVERVALUED and OVERHYPED. https://t.co/8DkHClWley"
X Link 2026-01-31T22:44Z 11.7K followers, [----] engagements

"When $GME hit a $30B market cap the wealthy laughed all the way to the bank about how much money they would make shorting it. When $BTC hit a $1T market cap and the HODLers yelled "have fun staying poor" the wealthy shrugged. But I can tell you right now with certainty: the wealthy that are under-allocated to precious metals have been shitting themselves that they might actually be one of the poors if these parabolas continue. And their insurance policy just went on sale. I've been thinking about this precious metals dump. This isn't $GME Gamestop. There was not a share offering. No more"
X Link 2026-02-01T01:35Z 11.8K followers, [----] engagements

"Alternatively. you could also just treat your shareholders so well that you can continuously sell shares above NAV to grow your empire and be a big time billionaire instead of a Greek shitco crook loser"
X Link 2026-02-01T18:54Z 11.8K followers, [---] engagements

"@MichaelMOTTCM On a day where $ES swung 2.2% and $RTY swung 3.5% in 12hrs. People tripping over themselves to short vol"
X Link 2026-02-02T21:25Z 11.8K followers, [---] engagements

"This is going to cause physical metal "bank runs" all over China and then spread all over Asia and the developing world. First cockroach but far from the biggest that is likely to come out. $19B GONE: CHINAS GOLD TRADING SCHEME BLOWS UP JieWoRui Chinas trust us with your gold investment platform just froze a staggering $19 billion in customer assets locking users out of both withdrawals and physical delivery. Their solution A weak offer to pay 20% back https://t.co/8EGM18P7e9 $19B GONE: CHINAS GOLD TRADING SCHEME BLOWS UP JieWoRui Chinas trust us with your gold investment platform just froze"
X Link 2026-02-02T02:28Z 11.8K followers, [----] engagements

"@GraphCall I am also sympathetic to this outcome. I own $DQ and $JKS. Utility scale battery solves the solar bottleneck in the developed world. I have travelled through East Africa and seen how cheap solar and batteries are a gamechanger even if grid capacity doesn't exist"
X Link 2025-11-12T15:47Z 11.8K followers, [---] engagements

"Why are #tanker stocks ripping today Changing Venezuela crude flows are a massive tailwind to rates. Barrels moving from dark fleet to compliant fleet is adding huge volumes into an already tight supply of compliant ships not to mention that these are the most ship-day intensive barrels out there. In order to make VZ barrels flow you first have to ship in diluents (also now on compliant ships). DJT has told us ALL these barrels will now go to the US gulf refiners which will displace other crudes that will ship long haul to Asia to replace lost VZ barrels. SO MANY TON MILES. Due to their"
X Link 2026-01-07T18:21Z 11.8K followers, [----] engagements

"Good slide on capesize demand growth from the latest $NMM presentation. Simandou bringing 120MM tons through [----] and $VALE an additional 50MM tons from SD11 by end [----]. Even though I am mentally fading the latter this is still huge ton mile growth. #drybulk #capesize"
X Link 2025-10-21T15:51Z 11.8K followers, [----] engagements

"Got tankers I certainly do. $TEN $NMM $CMBT $TNK $DHT All y-o-y figures for October crude exports: Brazil +579k b/d US +563k b/d Saudi +820k b/d Global +4 million b/d All y-o-y figures for October crude exports: Brazil +579k b/d US +563k b/d Saudi +820k b/d Global +4 million b/d"
X Link 2025-11-05T15:38Z 11.8K followers, [----] engagements

"Remember how I was pounding the table on $TNK and $TK in the spring That is $CMBT now. Price has been suppressed by $GOGL shareholders exiting after the merger but that headwind is now abating shares are breaking out and have the potential to be a double within a year. Recent #shipping writeup is now available on @SeekingAlpha including discussion of our top public pick of 2026: $CMBT. 6m target: $15+ Bull scenario 1y: $20+ Full report here: https://t.co/62jzGS9Toi Recent #shipping writeup is now available on @SeekingAlpha including discussion of our top public pick of 2026: $CMBT. 6m target:"
X Link 2025-11-21T05:30Z 11.8K followers, [----] engagements

"Still $NMM and its not particularly close. Trades at 2x [----] PE based on my model that I think will prove conservative. Repurchasing $10m/Q of shares at a 60% discount to NAV with huge capacity to do more. Multiple strong hands accumulating into a shrinking float. Its going to get to the point where liquidity will be so thin that the $10m per Q buyback is going to be a huge forcing factor. Buybacks are so accretive at this level that it can double and still be well below levels where strong hands would think of selling. Easily my best risk adjusted idea out there and definitely the best in"
X Link 2025-12-27T14:31Z 11.8K followers, [----] engagements

"🚨 Breaking 🚨 Biden Admin sanctions [---] vessel Sovcomflot fleet as foretold in the below thread. A nice gift on a Friday. If history is a guide and we can use COSCO sanctions as a proxy Tanker longs should do exceptionally well next week. 6/ How might this play out If I were making policy I would sanction all entities operating dark fleet vessels and begin detaining old tankers in the dark fleet that are out of international compliance for repairs auction the barrels and send the ships for scrap. This 6/ How might this play out If I were making policy I would sanction all entities operating"
X Link 2024-02-23T22:08Z 11.8K followers, 65.2K engagements

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