@MB19701 Avatar @MB19701 MB1970

MB1970 posts on X about $pct, $pink, $vnom, $cc 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 37% stocks 34% cryptocurrencies 7% countries 3% technology brands 2% financial services 1%

Social topic influence $pct #4, $pink #1, $vnom 7%, $cc 6%, $xom 6%, $cvna 6%, in the 5%, $cvnx 5%, calls 4%, $csco 4%

Top accounts mentioned or mentioned by @bmuth73087 @jsmith8286 @mag7observatory @antonsmeden @borgeit @fijdh @miketaylor1972 @basmahalrugaib @bfunk @danielkoss @capybarareborn @ethzillaethz @hypergrowth102 @kruker8 @m3armbruster @dmeyers101 @keithmccullough @hemlocku3o8 @bjorn_fe_

Top assets mentioned Viper Energy Partners LP (VNOM) Canton (CC) Exxon Mobil (XOM) Carvana Co. (CVNA) Cisco Systems Inc (CSCO) Royal Gold Inc (RGLD) ADMA Biologics, Inc. (ADMA) Inverse Finance (INV) Eos Energy Enterprises, Inc. (EOSE) LandBridge Company LLC (LB) Abivax SA (ABVX) Walmart, Inc. (WMT) Fortinet Inc (FTNT) Sarepta Therapeutics, Inc. (SRPT) Cenovus Energy Inc. (CVE) ETHZilla Corp (ETHZ) EAGLE POINT CREDIT COMPANY INC. (ECC) Eagle Point Income Company Inc. (EIC) Transocean LTD. (RIG) Coca-Cola Co (KO) Sandisk Corporation (SNDK) UnitedHealth Group (UNH) Wheaton Precious Metals Corp. Common Stock (WPM) Franco-Nevada Corporation (FNV) Bitcoin Gold (BTG) Agnico Eagle Mines Ltd. (AEM) KKR & Co, Inc. (KKR) NVIDIA Corp. (NVDA) USA Rare Earth, Inc. Class A Common Stock (USAR) Cameco Corporation (CCJ) Palo Alto Networks Inc (PANW) Zscaler Inc (ZS) Datadog Inc (DDOG) Crowdstrike Holdings Inc (CRWD) Now Coin (NOW) Rubrik, Inc. (RBRK) Arcutis Biotherapeutics, Inc. (ARQT) Cidara Therapeutics, Inc. (CDTX)

Top Social Posts

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

"$PINK $PCT update: New day. and another discretionary Sell of ca. 300'000 $PCT Shares. As a PINK shareholder I welcome the move. As a PCT speculator I'll observe if a "Taylor-Fan disillusionment" occurs 👀 --- Note: I trust Mr. Taylor's ability to outperform the"
X Link 2026-02-14T13:17Z [---] followers, [---] engagements

"Only modesty reduced Energy Names. Did not trim any $VNOM (has become a Top-3 pos.) $LB $RIG (but out off all other Offshore Drillers). $CC got additional trims merely because it has become HUGE. Deployed a lot of the freed-up capital into Software/Cybersecurity names:"
X Link 2026-02-12T10:51Z [---] followers, [---] engagements

"$ABVX is still at "fully sized" if volatility picks up I'll gladly restart selling -Calls. Shorts: almost all working. problem is that I don't have enough 🧐. Portfolio is now extremely tilted Long ⚠⚠⚠ Added $KO $WMT $SNDK Shorts (via +Puts) just to add some "balance""
X Link 2026-02-12T10:51Z [---] followers, [---] engagements

"I manage only my own money and act in a way that would never work if I had clients. hence I will never sell a product/subscription or monetize ✍ (save verification 😅). My posts are merely to show a glimpse of what a Long-Short Leveraged investor/speculator might be 🤔 🧠💡"
X Link 2025-08-22T10:54Z [---] followers, [----] engagements

"$CSCO Update: Reducing/Selling the +Calls with nearest expiry. As written I went "AGGRESSIVE". meaning position has now become Huge. Fantastic 📈🤩👍 but discipline mandates some ✂ (like was the case for $CC). Keeping the rest (approx. 80% exposure) https://x.com/MB19701/status/2009691980390080721t=p0HD_wm3t46ZTjQ90OhHpw&s=19 Portfolio considerations: $CSCO initiating a position AGGRESSIVELY (not usual 😅) via +Shares and +Calls. ⚠ Am selling/reducing✂ a lot of Longs not just to finance CSCO but because my Portfolio has shifted to Extreme-Long and I don't have conviction to add heavy to"
X Link 2026-02-02T19:05Z [---] followers, [---] engagements

"Portfolio update: Thanks to $XOM (and other 🛢) $CC $CSCO. I'm having the best 💰-year of my "career". A Younger-Me would be ecstatic 😃 but since I'm a Cynical-Veteran I'm just telling myself: "don't f🤨ck it up" Today I trimmed✂ a bit more the parabolic winners and"
X Link 2026-02-04T20:20Z [---] followers, [---] engagements

"Update: My Caffeine Abuse ☕☕☕☕☕☕☕☕☕☕🫣 has allowed me to be active during Asian Hours🌙 Result: I have deployed 1/3 of the freed-up 💰 in [--] Asian Firms mostly Examples: HK.0700 HK.2883 HK.1810 HK.1876 HK.9988 . Additionally small positions in $ASHR"
X Link 2026-02-05T07:38Z [---] followers, [---] engagements

"$PCT $PINK considerations: PINK suffered a huge 💰 outflow. As a result it sold ca. 160'000 $PCT shares. 🤔 PCT's price was surprisingly good yesterday (given markets) 👍 --- PINK nearly liquidated its entire $UNH position (🤭) and now holds a staggering 🤯 16.2% in Cash"
X Link 2026-02-05T10:27Z [---] followers, [---] engagements

"🏅✨ $B will report soon. My guess/speculation is that most analysts still have the wrong sector pricing models 😈 Don't own $B but I was a heavy buyer in the past days of: $RGLD (largest Positions) $BTG $WPM $AEM $FNV Let's see if I'm a 🧠 or a colossal idiot 🥴🫣😅"
X Link 2026-02-05T10:37Z [---] followers, [---] engagements

"$RGLD I additionally speculate that it will enter the S&P [---] index and enjoy gradually increasing % allocations"
X Link 2026-02-05T10:47Z [---] followers, [---] engagements

"Added more during 's Overnight🌙-PANIC 📉 Am at roughly 50% of my desired position (only +Shares with exception for $RGLD where I also have +Calls 2027-2028)"
X Link 2026-02-06T08:46Z [---] followers, [--] engagements

"Portfolio is now VERY Long During 's Overnight🌙-PANIC: Closed many Shorts. Added to🏅Miners/Royalties and select Tech names. Initiated position in: $S $KKR (aggressive) $FTNT $NVDA (moderate) $USAR $AEVA $CCJ (small) Only Uranium exposure I had till now was $U.UN"
X Link 2026-02-06T09:00Z [---] followers, [---] engagements

"Past days changes: Had gradually reduced $CSCO into earnings still left with a decent amount. Not adding as earnings were 🫤. Reduced $XOM dramatically ✂ ✂ (was my largest position). Thanks to $XLE's recent 🚀 I now have an ENORMOUS 🛢 allocation. way too large ⚠"
X Link 2026-02-12T10:51Z [---] followers, [---] engagements

"$FTNT $S (aggressive Adds fully sized) $PANW $CRWD (initiated aggressively 50% sized via +Shares and Leap +Calls) $NOW (initiated moderately via Leap +Calls no Shares) $ZS $RBRK $DDOG (initiated moderately ca. 20% sized) Biotech: my $NKTR is 🟢 again 😅🙈. Not adding"
X Link 2026-02-12T10:51Z [---] followers, [---] engagements

"get assigned if price stays here (so. not going as planned 😅🙈) meaning I'll have more Shares than I was anticipating on holding. $PCT same old method: Buying +Shares and immediately Pairing them against -Calls. --- ⚠ am WAY to Long need to adjust that in the coming days"
X Link 2026-02-12T10:51Z [---] followers, [---] engagements

"Was tempted to trim my $TNA / $IWM Shorts but that would have forced me to ✂ my Small-Cap Long-Names. $PCT $TE and other "darlings" (yes that's sarcasm): added small to $TE. Would be adding more but I have sold (past weeks) many -Calls against my +Shares. These might not"
X Link 2026-02-12T10:51Z [---] followers, [---] engagements

"$PCT $PINK: PINK suffered a very minor 💰 outflow but sold an additional 300'000 shares of $PCT (discretionary sale). Curious to see how the "Taylor-Fans" will react/feel about it. --- I highly respect Mr. Taylor's expertise in Pharma but am quite critical of other takes"
X Link 2026-02-13T10:22Z [---] followers, [---] engagements

"@Mag7Observatory I fully understand the sale from a Portfolio-Management stand. Not just for de-risking but PINK also competes against other Funds/Healthcare💰allocation. As a $PINK shareholder (against Short Benchmarks) I actually welcome such a trim ✂ besides I'm very Long $PCT already 😅"
X Link 2026-02-13T11:42Z [---] followers, [---] engagements

"Benchmarks in Healthcare but believe he does (although well-intentioned) a tremendous disservice to many of his Retail "Fans." Cautionary Sidenote: for 30+ years I live/work between -Asia (all my kids are from/live in 🌏) my views about that Region are very different to his"
X Link 2026-02-14T13:17Z [---] followers, [---] engagements

"Although I admire Mr. Taylor for several things. I'm very critical of how he speaks to Retail audiences. I'm sure he is sincere/well-intentioned but fear he doesn't understand how Retail act/trade after hearing his comments (honestly not his responsibility ultimately)"
X Link 2025-08-25T07:08Z [---] followers, [--] engagements

"Some of his followers have been in $PCT 1+ years and let's be honest without doing their D.D. Many have likely speculated on other Overweight names like $SRPT $ESTA $ARQT $ADMA. without proper Sizing Timing (Taylor's thesis might be severely delayed) or Flexibility"
X Link 2025-08-25T07:08Z [---] followers, [---] engagements

"If on top of it they have acted on "Short quasi-ideas" (simple comments expressed in Spaces and Posts like -WMT -YINN -IWM.) Ouch 😬🥺 To the point: $ADMA's bad price reaction following earnings. the day preceding $PCT's 😧. How many owned/own +Calls on both And"
X Link 2025-08-25T07:08Z [---] followers, [---] engagements

"still remembering $SRPT Maybe while being Short -WMT -YINN -IWM. that kept 📈 At what point do several of "Taylor Fans" start questioning the $PCT Saga Could there be a flush-down 📉📉🤮 capitulation by Retail If so what price triggers it and where does it bounce"
X Link 2025-08-25T07:08Z [---] followers, [---] engagements

"Is the Overweight --- 0% $ADMA 👀 (after touting/mentioning it so many times) a catalyst for the disillusionment of Retail Fans with ultimate consequences for $PCT Your opinions/guesses are welcome as I try to get a better picture myself 😅"
X Link 2025-08-25T07:08Z [---] followers, [---] engagements

"Disclaimer (on mentioned names): Am Long $PINK (vs. Benchmarks) LONG (BIG) $PCT Long (micro) $ADMA Short $WMT (recent) Short $IWM (new) LONG China (selected names and very complex structure 🤯. while Short $YINN)"
X Link 2025-08-25T07:08Z [---] followers, [---] engagements

"$PCT update: Finally are we starting to see doubts and slight capitulation from the "Retail Fans" Adding Common Shares. 🤨 annoyingly Option Premiums are not cooperating today 😅 (otherwise I would also have sold -Puts and bought +Leaps Calls)"
X Link 2025-10-30T16:37Z [---] followers, [----] engagements

"@FI_JDH Is that sarcastic 😅 Every H.E. "fanboy" is likely Long $PCT. Personally although I respect Mr. Taylor's expertise in Pharma I'm extremely critical of the way he presents ideas to un-sophisticated investors and his hyperbolic rhetorics (PCT China past bombastic takes)"
X Link 2025-10-30T23:12Z [---] followers, [---] engagements

"@FI_JDH Disclaimer: I am Long $PINK (and have additional Longs in a few of its constituents including $PCT). Am Long China (selected exposure and complex structure. not a fan of "vanilla" BABA/BIDU/KWEB at present)"
X Link 2025-10-30T23:21Z [---] followers, [---] engagements

"$PCT update: Adding +Shares in Overnight Session (at 10.50). Reminder: I have several Shorts that mitigate/counter Portfolio 📉 especially in a day like this. I've done extensive D.D. and ✅🚀👍 but I am also very critical of how this Co. has been presented to "Retail""
X Link 2025-11-04T09:48Z [---] followers, [---] engagements

"@AntonSmeden Have written about it in the past. unfortunately I'm a Technology-🦕 and don't know how to attach it here 😅🫣🫣🫣🫣 Will repost it on my account. $PCT End Of Year target No conviction. Could be flat-📉 if News are underwhelming (too much +Call Premiums till January)"
X Link 2025-11-04T12:24Z [---] followers, [---] engagements

"@AntonSmeden Mid [----] onwards have high conviction on $PCT being re-rated. This would realistically (I'm cynical not a dreamer 😅) translate to a share price in its 30s or higher by 2027"
X Link 2025-11-04T12:28Z [---] followers, [----] engagements

"@BMuth73087 @AntonSmeden Dear "Bob" I have my own ⚠ 🚨 🚩 when it comes to $PCT (although they are gradually and consistently decreasing with/over time). But the frequency and ways in which you phrase your Crusade against it mimics unhinged mental illness. Hope you are just Trolling. 🤗 🫂"
X Link 2025-11-04T13:47Z [---] followers, [---] engagements

"$PCT remarks: Added a lot of +Shares today. BUT 👀 on a large portion I've simultaneously sold -Calls on them. Have been "selling volatility" on PCT for the past [--] years. This has lowered my share-cost dramatically. At present find +Call Premiums unappealing (as a buyer)"
X Link 2025-11-04T15:49Z [---] followers, [---] engagements

"but had I not a large $PCT Shares position would nevertheless buy +Calls Jun'26 before Thursday's potential catalyst"
X Link 2025-11-04T15:49Z [---] followers, [---] engagements

"$PCT $PINK update: Congratulations to PINK for their Alpha📈 vs. $XLV (and other benchmarks); my pair-trade has been ✨👌. thank you Glad to see PINK increasing its allocation of PCT (the addition is way larger than the proportionate Fund's 💰 inflows)"
X Link 2025-11-15T14:59Z [---] followers, [---] engagements

"This should help $PCT get attention $PINK is outperforming so dominantly that every 💰-Allocator in Healthcare will now 👀 into this ♻-Co. (especially after yesterday's $CDTX 💪🥳)"
X Link 2025-11-15T14:59Z [---] followers, [---] engagements

"@B_Funk_ @daniel_koss Although I agree that it will eventually be a Zero it might 5x before that (given their promotional tactics using influencers and social media). $PCT on the other hand has (so far) fumbled in their lackluster P.R. Disclosure: am Long $PCT no position in $ADUR (at present)"
X Link 2025-11-20T15:20Z [---] followers, [---] engagements

"@capybaraReborn @ETHZilla_ETHZ My uneducated guess(es): People who are/were too leveraged (Margin Calls). "Despear" (punch in the gut feeling 🤮). 🤔 could this possibly be capitulation"
X Link 2025-11-20T16:10Z [---] followers, [---] engagements

"$PCT update: Today I bought +Warrants (less "demanding" on $ Margin Requirements vs. +Calls for March-April '26). Additionally sold -Puts and added +Shares (but unlike previous weeks didn't pair -Calls against them). Believe today's Downgrade might coincide with a Bottom"
X Link 2025-11-24T18:26Z [---] followers, [---] engagements

"So glad I've been selling volatility on $PCT for the past years ( and ). This has dramatically decreased my "Net Share Cost" and made this roller-coaster (and recent 📉🤢) more tolerable (and still profitable 🤞😅)"
X Link 2025-11-24T18:26Z [---] followers, [---] engagements

"$PINK significantly increased its $PCT holdings yesterday 😲 This increment was WAY LARGER than the proportionate 💰 inflows into the Fund. Given PINK's eyes-catching outperformance 👀 this will likely do more for PCT's "notoriety" than what PCT's management has done lately 😉"
X Link 2025-11-25T11:30Z [---] followers, [----] engagements

"@JSmith8286 🤔 Actually the volatility on $PCT starts to interest me. Today I finally bought +Calls. Have avoided buying Calls for the past 3+ months"
X Link 2025-11-25T15:13Z [---] followers, [---] engagements

"@JSmith8286 .and just to make sure I don't get "mis-classified" as a $PCT Pumper I just spent 20x more 💰 on $XOM $CVE and $VNOM +Calls than I did on that pesky ♻ PCT 😅"
X Link 2025-11-25T15:37Z [---] followers, [---] engagements

"@hypergrowth102 @Mike_Taylor1972 🤣🤣🤣. have you even looked at $PINK's performance before spewing such nonsense Not a hater actually find your 🤡-ness highly entertaining 😅🫣 Disclosure: am long PINK. No position in $HIMS (at present)"
X Link 2025-11-30T18:38Z [---] followers, [--] engagements

"@JSmith8286 Am actually reducing some of OIH's (starting today with $NE) and moving 💰 into other 🛢 sub-sectors. Have been accumulating $VNOM (and others) speculating on a 📈🚀 out of a Base ---- like $LB did last month (on Fundamentals not merely Technicals)"
X Link 2025-12-03T17:58Z [---] followers, [---] engagements

"@JSmith8286 Landbridge. Made a killing 😲😍 on it (although I only sold 3/4 of it and nearly roundtripped the remaining 1/4 🫣)"
X Link 2025-12-03T18:07Z [---] followers, [--] engagements

"@JSmith8286 Will reduce OIH's more today. No more adding to $VNOM for me merely because I've been accumulating it over the past [--] months. and if it goes 📈📈📈 before June (exp. of Calls) it could become one of my largest Positions (potentially "Unconformable Large" 😳😬)"
X Link 2025-12-05T15:22Z [---] followers, [---] engagements

"$ETHZ remarks: Added BIG [----] Surprised by today's 📉🤮 (assumed more was priced in). and the Great Buying Opportunity 😃 Having said that the conspiratorial part of my 🧠 is adding 🚩🚩🚩 = is Management incompetent or purposely "working" against shareholder's interest 🤨"
X Link 2025-12-10T16:44Z [---] followers, [---] engagements

"Will definitely reduce some by mid-January (or sooner if there's a substantial rebound 📈 before then). Disclaimer: Not a "Crypto/DAT Believer/Cultist😅" just salivating at compelling Risk/Reward situations"
X Link 2025-12-10T16:44Z [---] followers, [---] engagements

"Adding here (sub 8.80) The 🚩🚩🚩 are not dissipating. but unless $ETHZ is a complete fraud (I'm talking "📖 🧮Fraud" not merely "Fantasy 🦄 Projects and P.R. ✨ ") it should rebound. maybe even viciously 😈"
X Link 2025-12-11T17:39Z [---] followers, [---] engagements

"@Kruker8 @BMuth73087 Although I would suggest Medication (or if already medicated UP THE DOSAGE 💊 😅) must admit that Mr. "Bob" has been right(er) than Mr. Taylor and Co. at least in regards to Price Action. Personally I'm adding $PCT today (via selling -Puts) 🙈"
X Link 2025-12-16T16:48Z [---] followers, [---] engagements

"$PCT update: Today's "Mars🍫" news is HUGE 😲 If the humongous Short Interest needs to cover while there are simultaneous Active Buyers (especially if coupled with 🛒 +Calls) this 📈 could go on uninterrupted for weeks 📈📈📈😳 ⚠ But the question is if they (Shorts) will"
X Link 2025-12-18T16:17Z [---] followers, [----] engagements

"$PCT TAM: Most Longs and Shorts are familiar with ♻#5 (PP) but likely haven't yet grasped the magnitude of 🌎's OPP (Oriented Polypropylen) foil/film consumption. Mars🍫's News will cause 👀 Who's next Chupa-Chups 🍭 are wrapped in. Top 🍬 brands are wrapped in. 😈"
X Link 2025-12-19T13:14Z [---] followers, [----] engagements

"Let's dream: $PCT --- Coca-Cola✨ 🤔 Coca-Cola WTF are you smoking M.B. 🤨🤌 (yes those are my initials 😅) Coke is partially/regionally trying to reduce "virgin" BOPP usage (so far by switching to ♻PET direct-print .) $PCT should have 🌎's first ♻BOPP 💥👀"
X Link 2025-12-21T15:36Z [---] followers, [---] engagements

"Disclaimers: Very critical (that's being polite/euphemistic 🤢) of the whole "Sustainability-Eco-Recycling-💩" movement and programs (both from public and private entities). I consider however Solvents-PP-♻ ( $PCT's technology) as a rare exception to this 👍 I am Long PCT"
X Link 2025-12-21T15:36Z [---] followers, [---] engagements

"@Borgeit Correct although I'm not counting on it (don't believe their plan will unfold without hickups and adjustments that lead to different costs-structures 🧮📊). I'm a skeptical bastard 😅 IF (big unlikely "if") they could do it $PCT ----- SPY/Other ETFs Inclusion and 🚀 to $300+"
X Link 2025-12-21T19:57Z [---] followers, [---] engagements

"@basmahalrugaib @Borgeit First it needs to reach $10 😅🙈 $300+ is if they can produce below "virgin costs" (which I personally doubt) [----] Rayong goes online [----] Antwerp goes online [----] $PCT reached positive GAAP earnings (needed criteria for inclusion) [----] S&P500 inclusion --- $300+"
X Link 2025-12-22T09:18Z [---] followers, [---] engagements

"@basmahalrugaib @Borgeit Again this is assuming they can produce below "virgin costs." Not my scenario. My most likely prediction (and fear) is that $PCT will get acquired way before reaching its potential. I just hope it's not for 🥜 like a +50% Premium when the stock is in the low teens 🤨"
X Link 2025-12-22T09:42Z [---] followers, [---] engagements

"Update on a fraction of my positions: $PCT Added +Shares today pairing them against -Calls. Have a ton of such "pairs" expiring Jan [--] will add once these have lapsed. Assume PCT had a lot of 📉 pressure from Tax Loss Selling (and Allocators not wanting it on their 📖 👀 )"
X Link 2025-12-31T22:02Z [---] followers, [---] engagements

"There should be serious buying coming next. a lack of it would be highly disappointing 🤨. $INV $EOSE: new positions. +Shares immediately paired against -Calls. That will either lower my Net Cost (if -Calls expire worthless) or generate 12% profit (if -Calls get assigned)"
X Link 2025-12-31T22:02Z [---] followers, [---] engagements

"Just to be clear $CC stands for The Chemours Co. not the Crypto-💩 with same symbol 😅"
X Link 2026-01-01T15:24Z [---] followers, [---] engagements

"I've been asked why I often sell -Calls "against" my purchases of +Shares since that limits/caps my potential gains (latest examples: $PCT $EOSE $INV) I don't do it as a Standard Strategy several criteria must apply for me to do/prefer this approach. A few reasons/examples:"
X Link 2026-01-02T01:46Z [---] followers, [----] engagements

"1) General reason: Cost of Leverage. I use Leverage (at times a LOT 😳) this has a negative carry cost and although I am given very generous conditions costs are still relatively high (compared to the past decade). Because of this I can't just/only own "cheap" stocks or"
X Link 2026-01-02T01:46Z [---] followers, [---] engagements

"ideas that will unfold in 2-3 years and🧎♀(chill ). This is also a reason why I often sell -Puts when initiating or adding to Long Exposures. 2) $INV $EOSE. Yesterday's "pairs" might be capped at a 12% potential but that's for just [---] months (average of -Calls expiry)"
X Link 2026-01-02T01:46Z [---] followers, [---] engagements

".and since I fear there might be further weakness (and because these are likely among Retail's favorites 🧐) the Pairing (selling -Calls vs. +Shares) looked compelling 🧮 3) $TE $PCT Already had BIG positions so risk management would dictate "Do NOT ⚠ Add More 😬""
X Link 2026-01-02T01:46Z [---] followers, [---] engagements

"$ABVX "Pairing" example: (following my previous posts) I already had a position (Long Shares) and want(ed) to increase it. Choices: 1) Add +Shares 🫤 not ideal ahead of the upcoming JPM conference. 2) Buy +Calls 🫤 Premiums are 🤯 given imminent acquisition speculation"
X Link 2026-01-02T20:56Z [---] followers, [----] engagements

"3) Pairing (what I chose) Bought [---] Shares (133.-) and Sold [---] Call (140 Jan '26 @ 15.50) Scenarios: A) Acquisition within next [--] days --- 🚀 I make $2250 B) 🚫 Acquisition Given all the open Call Interest stock is unlikely to [---] at Expiry. I have lowered my Cost"
X Link 2026-01-02T20:56Z [---] followers, [---] engagements

"by $15.50/Share and might again sell -Call "against" the newly added +Shares post Jan [--]. Yes I'm potentially capping my gains but I wouldn't have felt comfortable adding in a different way. BTW I could also end up closing this "Pair" before expiry"
X Link 2026-01-02T20:56Z [---] followers, [---] engagements

"@JSmith8286 😲 and just when I thought I went overboard with my Leap +Calls. "luck" hits me like 🚚 (🤔 wrong metaphor for something this positive). 🍾😅👍"
X Link 2026-01-05T06:55Z [---] followers, [--] engagements

"@JSmith8286 If anybody cares (doubt anybody would) I might give some details/reasoning on why I chose +Shares or/vs. +Calls depending on individual company. Example: I have zero Shares of $XOM but a ton of [----] +Calls vs. a $VNOM (mostly +Shares)"
X Link 2026-01-05T07:03Z [---] followers, [---] engagements

"@BMuth73087 @Borgeit Let's say you are right my point is that the present spot (time/announcements wise and stock price) is a horrific Risk vs. Reward. (Granted I don't know how you have structured the Short)"
X Link 2026-01-05T19:21Z [---] followers, [---] engagements

"@BMuth73087 @Borgeit I have put an "😲-amount" of 💰 into $PCT. so yes I've talked to potential customers and MUCH more than that. I could never justify putting such a % of my wealth into a Co./Stock like PCT without proper D.D. (but even that doesn't guarantee I'll be right 😉)"
X Link 2026-01-05T19:52Z [---] followers, [---] engagements

"@BMuth73087 @M3Armbruster As a $PCT holder that lends out his Shares to 🐻 🐻❄ I thank you for your Negative Carry 🙏"
X Link 2026-01-09T21:14Z [---] followers, [---] engagements

"$PCT Borrow Fees: The increase in "Costs to Short" does not create by itself a panic for Short Sellers. Especially if such increase is caused by a dramatic 📈 in volatility (not the case for PCT at present). What does/would cause PANIC😱 is a "Failure To Locate.""
X Link 2026-01-14T10:10Z [---] followers, [---] engagements

"An increase in Borrowing Fees without a 📈 in volatility of the underlying ( $PCT ) often preceeds such "Failure To Locate" This could just be "noise" or an indication that Brokers see/anticipate a difficulty in lending out shares in the near future. (Disclaimers: Long PCT)"
X Link 2026-01-14T10:10Z [---] followers, [---] engagements

"@Mag7Observatory I don't find it surprising. Actually I was puzzled by the low Borrow Fees in the past months especially considering the HUGE Short Interest and potential for near-term catalysts. Again could just be noise. or (total speculation 😈) $PCT holder(s) restricting the "Lending""
X Link 2026-01-14T11:43Z [---] followers, [---] engagements

"@BMuth73087 Big part of my $PCT 🚀 is based on how 💰-Allocators are looking for (eventually "forced" to buy) stocks with good stories amazing growth potential that will have passive/indirect future buying. Yesterday's volume was likely (in part) 1+ of such Allocators taking a position"
X Link 2026-01-15T12:07Z [---] followers, [---] engagements

"@BMuth73087 If it were merely for their ♻Business my +Position would be a fraction of what I have on now (probably 1/10 to 1/5 🤔) On a side note there are other Stocks/Co. with "similar" characteristics where I have these views/💰positions. I'm an opportunist not a $PCT evangelist 😅"
X Link 2026-01-15T12:17Z [---] followers, [---] engagements

"@AntonSmeden @BMuth73087 In my experience (as investor but also running companies) there are always unpredicted costs/difficulties. PCT hasn't impressed me (past years) with their accuracy in regards to timing/costs. Additionally they are incentivized to "suggest" below-virgin-$ 🧐 (not impartial)"
X Link 2026-01-15T13:04Z [---] followers, [--] engagements

"@AntonSmeden @BMuth73087 I'm cynical and conspiratorially inclined (has served me well over the decades in this biz 😅). I'm glad to be proven wrong and my oversized Long Position accounts/covers for such a scenario 😁 (Below-Virgin unlikely. not impossible)"
X Link 2026-01-15T13:10Z [---] followers, [---] engagements

"@BMuth73087 I believe PCT has +fundamentals but even if it weren't the case look at stocks like CVNA QBTS. you can get slaughtered before proven right (especially until mid-terms). No idea if you should Add or ✂ but consider:"
X Link 2026-01-15T16:42Z [---] followers, [---] engagements

"$PCT update: Added some +Shares. Had/have no time to check and 🧮 if the Calls or Warrants are interestingly priced compared to the Commons. Been busy buying the CLO's puke 🤮 all day 😈"
X Link 2025-08-07T18:12Z [---] followers, [----] engagements

"Let's see if focusing on these CLOs (attention 👀 🧠 and capital 💰 deployment). while "neglecting" $PCT's Option Chain (for a day) was a good choice 😅 $OXLC $EIC $ECC $CCIF"
X Link 2025-08-08T13:16Z [---] followers, [---] engagements

"So far looks like the right choice. Fingers crossed 🤞😅"
X Link 2025-08-11T14:04Z [---] followers, [---] engagements

"Eagle Point reports ✅ 😎👍 $EIC $ECC"
X Link 2025-08-12T12:38Z [---] followers, [---] engagements

"$CVNA new Short + some considerations: Preface WARNING ⚠ Shorting especially stocks like Carvana can be extremely painful. if you are a Masochist consider hiring a Dominatrix instead Here is how I am proceeding: 1) initiated a Short today by selling $CVNX chose this"
X Link 2025-12-10T21:04Z [---] followers, [---] engagements

"to limit Margin Requirements and also to take advantage of $CVNX's inherent "decay". 2) once I have established a 0.5% Short (of Portfolio) incremental position might get established by selling-short $CVNA. 3) depending on how things evolve might buy +Puts in coming weeks"
X Link 2025-12-10T21:04Z [---] followers, [---] engagements

"Note: The reason why I limit the $CVNX part is that a -CVNX position is more likely to be "closed" by the broker rather than $CVNA -Shares (due to borrow/locate failure)"
X Link 2025-12-10T21:04Z [---] followers, [---] engagements

"$TE Already had a large position. Added yesterday ( +Shares paired against -Calls and by selling -Puts). $OXY $EQT. Initiated position via +Shares and Leap +Calls. $VNOM Went against my "promise" and added even more (a tiny bit). shame 😅🙈"
X Link 2025-12-31T22:02Z [---] followers, [---] engagements

"$CVNA / $CVNX Short: Have yet to increase it. Will likely do so in the coming weeks. maybe via +Puts depending on Premiums vs. Borrow Fees on -Shares. The largest initiation (💰 % wise) today was Long $CC. ⚠ Again: the above names are only a fraction of my Portfolio"
X Link 2025-12-31T22:02Z [---] followers, [----] engagements

"Update on 👇: $CC Position Value has more than doubled since. 🫤 and gotten too big ⚠. Believe there is WAY more upside so I'll only sell my +Calls with the nearest expiry (April) for now. Next step would like be to sell short-term -Calls (covered). https://x.com/MB19701/status/2006486221581856865t=Vt27r2jprbeLM8FkXyXSIQ&s=19 $CVNA / $CVNX Short: Have yet to increase it. Will likely do so in the coming weeks. maybe via +Puts depending on Premiums vs. Borrow Fees on -Shares. The largest initiation (💰 % wise) today was Long $CC. ⚠ Again: the above names are only a fraction of my Portfolio."
X Link 2026-01-12T16:44Z [---] followers, [---] engagements

"$CVNA / $CVNX Have yet to increase the Short. Unlikely to do so before Jan Opex"
X Link 2026-01-12T16:44Z [---] followers, [---] engagements

"@Mike_Taylor1972 @dmeyers101 @KeithMcCullough People might want to compare $PINK vs. $XLV $FHLC $ARKG. Stellar performance Mr. Taylor 😉👍 (Disclaimer: am Long PINK)"
X Link 2026-01-23T10:39Z [---] followers, [---] engagements

"Still like $PCT a lot (and am VERY Long). but so glad it's not one of my top [--] exposures 😅 especially on days like today 🥴🤭 https://x.com/MB19701/status/1993343264150503904t=9akelcrOLTpIH0zc5U0r6w&s=19 @JSmith8286 .and just to make sure I don't get "mis-classified" as a $PCT Pumper I just spent 20x more 💰 on $XOM $CVE and $VNOM +Calls than I did on that pesky ♻ PCT 😅 https://x.com/MB19701/status/1993343264150503904t=9akelcrOLTpIH0zc5U0r6w&s=19 @JSmith8286 .and just to make sure I don't get "mis-classified" as a $PCT Pumper I just spent 20x more 💰 on $XOM $CVE and $VNOM +Calls than I did"
X Link 2026-01-29T22:19Z [---] followers, [---] engagements

"Portfolio considerations: Reduced ca. 20% of my $XOM exposure (still one of my Top [--] Positions). Result: I'm left with a ton of 💰 to deploy. Bottom 🐟-ing: $IMPP $IGV's select names (was short till now 🔄 switching long) $BMNR $SBET via selling -Puts (and I hate Crypto 😅🫣)"
X Link 2026-01-30T15:57Z [---] followers, [---] engagements

"Note: These are very small initiations. Most of the 💰 will GRADUALLY go into non- (positions I already have not "initiations")"
X Link 2026-01-30T16:01Z [---] followers, [--] engagements

"More Bottom 🐟-ing: $OPRA and Cyber Security names. Even adding to $PCT 😅 but immediately "Pairing" it against ATM -Calls"
X Link 2026-01-30T18:55Z [---] followers, [---] engagements

"Portfolio considerations: $CSCO initiating a position AGGRESSIVELY (not usual 😅) via +Shares and +Calls. ⚠ Am selling/reducing✂ a lot of Longs not just to finance CSCO but because my Portfolio has shifted to Extreme-Long and I don't have conviction to add heavy to Shorts"
X Link 2026-01-09T18:21Z [---] followers, [---] engagements

"only partially allocated the freed-up capital into positions I plan to build. (patience 🧎♀)"
X Link 2026-02-04T20:20Z [---] followers, [--] engagements

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