# ![@BeenThereCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::308741385.png) @BeenThereCap ₿ΞΞnThereDoneThat Capital 賢い

₿ΞΞnThereDoneThat Capital 賢い posts on X about stocks, uranium, $val, $clmt the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::308741385/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::308741385/c:line/m:interactions.svg)

- [--] Week [-------] +139%
- [--] Month [-------] +8.70%
- [--] Months [---------] +118%
- [--] Year [---------] -95%

### Mentions: [--] [#](/creator/twitter::308741385/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::308741385/c:line/m:posts_active.svg)

- [--] Week [--] -16%
- [--] Month [---] +32%
- [--] Months [---] +54%
- [--] Year [---] -20%

### Followers: [-----] [#](/creator/twitter::308741385/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::308741385/c:line/m:followers.svg)

- [--] Week [-----] +0.18%
- [--] Month [-----] +0.52%
- [--] Months [-----] +2.70%
- [--] Year [-----] -1.30%

### CreatorRank: [-------] [#](/creator/twitter::308741385/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::308741385/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  34.15% [stocks](/list/stocks)  #4242 [cryptocurrencies](/list/cryptocurrencies)  15.45% [technology brands](/list/technology-brands)  8.13% [social networks](/list/social-networks)  6.5% [countries](/list/countries)  4.07% [celebrities](/list/celebrities)  3.25% [exchanges](/list/exchanges)  1.63% [travel destinations](/list/travel-destinations)  0.81%

**Social topic influence**
[stocks](/topic/stocks) #466, [uranium](/topic/uranium) 11.38%, [$val](/topic/$val) 8.94%, [$clmt](/topic/$clmt) #2, [target](/topic/target) 4.88%, [$ccj](/topic/$ccj) 4.88%, [$asts](/topic/$asts) #220, [the most](/topic/the-most) 4.07%, [$urnj](/topic/$urnj) 4.07%, [if you](/topic/if-you) 3.25%

**Top accounts mentioned or mentioned by**
[@buccocapital](/creator/undefined) [@hkuppy](/creator/undefined) [@conorsen](/creator/undefined) [@johnhempton](/creator/undefined) [@atomicsam](/creator/undefined) [@judiciarygop](/creator/undefined) [@agpambondi](/creator/undefined) [@varianceswap](/creator/undefined) [@bonecondor](/creator/undefined) [@peakascent](/creator/undefined) [@mike59655549](/creator/undefined) [@ackharbormaster](/creator/undefined) [@kevinmuir](/creator/undefined) [@hkuppys](/creator/undefined) [@praetoriancap](/creator/undefined) [@citrini7](/creator/undefined) [@agnostoxxx](/creator/undefined) [@traderpazos](/creator/undefined) [@zerosumgame33](/creator/undefined) [@peak_ascent](/creator/undefined)

**Top assets mentioned**
[Validity (VAL)](/topic/$val) [Cameco Corporation (CCJ)](/topic/$ccj) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Bitcoin (BTC)](/topic/bitcoin) [Centrus Energy Corp. (LEU)](/topic/$leu) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [Plug Power, Inc. (PLUG)](/topic/$plug) [Micron Technology, Inc. (MU)](/topic/$mu) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [TeraWulf Inc. (WULF)](/topic/$wulf) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NuScale Power Corporation (SMR)](/topic/$smr) [Tidewater, Inc. (TDW)](/topic/$tdw) [Century Aluminum Co (CENX)](/topic/$cenx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My first real $ASTS post: I can't give details on how deep I have been in this tiny industry niche without doxxing myself but I can say this: I spent many years of my professional life INTENSELY focused on telecom space businesses & specifically their intersection satcom. 1/x Suckers t The Table My AST SpaceMobile write up is live. This will be my last tweet about $ASTS until my short is covered. Happy to discuss with anyone who is respectful via DM. https://t.co/54zcZFXXS8 https://t.co/OyPlNfQcru Suckers t The Table My AST SpaceMobile write up is live. This will be my last tweet about $ASTS"  
[X Link](https://x.com/BeenThereCap/status/2009754476312166726)  2026-01-09T22:29Z [----] followers, 56.9K engagements


"I have precise 10-year earnings forecasts for some stocks. Not for $CLMT. Warren Buffett analogized that if you find a gifted basketball player who's over 7' tall don't worry about whether he's 7'1" or 7'4". OSG could be off by 50% and still be "right." I defer to him. $CLMT Me vs. the sleepy street. My [----] is the 2H [----] Run Rate. https://t.co/666VNLX18y $CLMT Me vs. the sleepy street. My [----] is the 2H [----] Run Rate. https://t.co/666VNLX18y"  
[X Link](https://x.com/BeenThereCap/status/2022364168012157347)  2026-02-13T17:36Z [----] followers, [----] engagements


"It has been so freeing and enjoyable to buy and hold a shitco-wishco stock partly on a grift thesis during the Golden Age of Grift and the Second Golden Age of Shitco-Wishco Stocks. One that I actually think is going to prosper as a business despite its dodgy behavior. $ASPI"  
[X Link](https://x.com/BeenThereCap/status/2014753728394408261)  2026-01-23T17:34Z [----] followers, [----] engagements


"Here's a fun sentence I never thought I'd see. I will point out: *Asteroid mining risk is 5x as far into the future as quantum risk *98% of the people trading silver today wouldn't care about asteroid mining risk even if it were [--] years away. 50% of bitcoin traders care today. Also analogous to the BTC quantum fud gold is significantly more vulnerable to asteroid mining than silver. Also analogous to the BTC quantum fud gold is significantly more vulnerable to asteroid mining than silver"  
[X Link](https://x.com/BeenThereCap/status/2016194121325482443)  2026-01-27T16:58Z [----] followers, [----] engagements


"The most important difference between silver's asteroid-mining risk and bitcoin's quantum-computing risk is that the latter is clearly solveable - if the dev community gets its head out of the sand about the urgency instead of shooting at the messengers"  
[X Link](https://x.com/BeenThereCap/status/2016201716639670462)  2026-01-27T17:28Z [----] followers, [---] engagements


"This is a super-concise accurate & basically-complete description of what has happened to the U.S. housing market over the last [--] years. That first circle is when I first went long homebuilding after following it closely for the preceding [--] years. But I botched the exit. The demographic that demands housing grew a ton 2020-25 was already demographically going to be the peak but then the open border (extra demand for housing) and 3% mortgage rates at 7% inflation (super extra demand) turbocharged the period And thats how you get insane prices https://t.co/27B4w6LTAC The demographic that"  
[X Link](https://x.com/BeenThereCap/status/2017717463232704757)  2026-01-31T21:51Z [----] followers, [----] engagements


"I have not covered a single share of $PLUG now $2.15 since I last shorted some at $4.12. I won't do so until much lower. Solely for entertainment purposes I'll summarize the farce of an "analyst/investor call" that management held this morning: 1/x"  
[X Link](https://x.com/BeenThereCap/status/2018403156154110163)  2026-02-02T19:16Z [----] followers, [----] engagements


"$PLUG management held this call because it is having trouble getting the bagholders (and to be fair foreign owners) to vote for the share authorization increase. Here's what they said and what was asked (via my snarky paraphrases): 5/x"  
[X Link](https://x.com/BeenThereCap/status/2018403162424537240)  2026-02-02T19:16Z [----] followers, [---] engagements


"*Mgmt promises the newly authorized shares will issued for potential mergers acquisitions or contractual needs. (Uh huh. Look at that shares chart again.) *They are making "significant" operational progress (as they have said for the last [---] quarters; cash burn will be. 6/x"  
[X Link](https://x.com/BeenThereCap/status/2018403163640905729)  2026-02-02T19:16Z [----] followers, [--] engagements


"Oh look $WULF announced it's added [---] Gw more capacity for AI data centers more than doubling its total with the acquisition of a fully-energy-resourced site from $CENX. This stock is massively undervalued as long as AI data center lessees don't default on their leases. 1/2"  
[X Link](https://x.com/BeenThereCap/status/2018462913607184881)  2026-02-02T23:13Z [----] followers, [----] engagements


"Link: 2/2 https://investors.terawulf.com/news-events/press-releases/detail/129/terawulf-expands-digital-and-power-infrastructure-portfolio https://investors.terawulf.com/news-events/press-releases/detail/129/terawulf-expands-digital-and-power-infrastructure-portfolio"  
[X Link](https://x.com/BeenThereCap/status/2018462915142259159)  2026-02-02T23:13Z [----] followers, [---] engagements


"I know smart astute people who are confident that $SOC is a great long and others who are confident it is a great short. I have followed the situation closely enough to be confident that they are both wrong. You just cannot predict the outcome here - as the stock chart suggests BREAKING: Buried in its announcement of a dilutive offering this morning Sable Offshore discloses receiving subpoenas from the SEC and DOJ related to the findings of our October investigation. $SOC says it is "cooperating." https://t.co/biv3nkfNNm BREAKING: Buried in its announcement of a dilutive offering this morning"  
[X Link](https://x.com/BeenThereCap/status/2018750649584832535)  2026-02-03T18:17Z [----] followers, [----] engagements


"$CLMT closed at $24. Goldman & BofA each just raised their price target to $24 TD Cowen to $19. Wells Fargo & UBS are still at $21 & $13.25. All of their earnings assumptions are silly. I wonder how high $CLMT's stock needs to get before analysts get embarassed & raise them"  
[X Link](https://x.com/BeenThereCap/status/2018796496695767290)  2026-02-03T21:19Z [----] followers, [----] engagements


"@John_Hempton Does anyone have any fully-baked suggestions for what stocks to short today If you suggest a software or software-driven-services stock I will not block you; I will hunt you down in the real world and tattoo you with "DON'T BE STUPID." 3/3"  
[X Link](https://x.com/BeenThereCap/status/2019120198381629675)  2026-02-04T18:45Z [----] followers, [---] engagements


""AT&T announces it will use Amazon's Leo satellite constellation to provide internet connectivity in hard-to-reach areas." OMG - $ASTS has actual competition Welcome to the real world SpaceMob"  
[X Link](https://x.com/BeenThereCap/status/2019126523836719466)  2026-02-04T19:10Z [----] followers, [----] engagements


"$GOOG [----] capex guidance $185B $AMZN [----] capex guidance (just now) $200B AWS is the primary compute provider for Anthropic. AI compute is expected to be 15-20% of AWS revenues in [----]. $AMZN also has to spend to keep growing the rest of AWS and its dist'n network. Still: Wow"  
[X Link](https://x.com/BeenThereCap/status/2019523371634159724)  2026-02-05T21:27Z [----] followers, [----] engagements


"Woody Allen is in the Epstein files but I refuse to believe he's the type of guy who would cheat on his daughter"  
[X Link](https://x.com/BeenThereCap/status/2019634521176457228)  2026-02-06T04:49Z [----] followers, [---] engagements


"The after-hours panic selling following the $AMZN capex guidance seemed dumb. I made a few small trades to fade it. Now Mr. Market agrees: *Silver up from its $64 low to $75 (+17%) *Bitcoin from $60k to $68k (+13%) *A lot of go-go stocks up 10%"  
[X Link](https://x.com/BeenThereCap/status/2019782299882082327)  2026-02-06T14:36Z [----] followers, [----] engagements


"Biggest bounces I can see: $MSTR and $GLXY are +23% and +22% off their after-hours lows. $MSTR's low was $100.02. Perfect"  
[X Link](https://x.com/BeenThereCap/status/2019785033842675918)  2026-02-06T14:47Z [----] followers, [----] engagements


"This old quote from David Frum summarizes the last decade of US politics in only eight words: If progressives wont enforce the border fascists will"  
[X Link](https://x.com/BeenThereCap/status/2019854272343732521)  2026-02-06T19:22Z [----] followers, [---] engagements


"I'm back from vacation. It was only [--] days [--] weekdays; what did I miss in my equity book (which has only [--] longs and [--] shorts) Hmm. Clearly I need to go skiing more often. $VAL acquired stock +42% $WULF spikes b/c initiated at Morgan Stanley 160% upside to price target 1/3"  
[X Link](https://x.com/BeenThereCap/status/2021700378492809467)  2026-02-11T21:38Z [----] followers, [----] engagements


"$MU spikes with all chip stocks + earnings estimate hikes $CLMT keeps marching higher #Uranium miners ETF +10% $CCJ +5% $LEU crashes 20% on earnings $Z crashes 17% on earnings $SMR downgraded b/c its only reactor deal is crumbling $AMC -14% in a week since my new short 2/3"  
[X Link](https://x.com/BeenThereCap/status/2021700379797266632)  2026-02-11T21:38Z [----] followers, [---] engagements


"Multiple other go-go-stock shorts fall hard just b/c they all are. No material losses on any of the [--] stocks. #natgas still printing $$ And BTW the skiing at Deer Valley was excellent despite the worst natural snowfall in decades. Should I just get back on the plane 3/3"  
[X Link](https://x.com/BeenThereCap/status/2021700381219123385)  2026-02-11T21:38Z [----] followers, [----] engagements


"But wait there's more after-hours: $ASTS -10% on news it will sell yet another $1 billion of converts 4/x"  
[X Link](https://x.com/BeenThereCap/status/2021707967968502271)  2026-02-11T22:08Z [----] followers, [---] engagements


"This folks is a perfect FinTwit post. *quote one sentence from an earnings call *find the non-obvious but perfect generic meme to go with it *no further comment *everyone in your niche (oil & gas) will immediately get it "In response to improved natural gas prices the Company currently plans to increase the number of operating drilling rigs it is running from eight to nine during 2026." - CRK 4Q25 PR #natgas #haynesville https://t.co/A4Ynxni3oi "In response to improved natural gas prices the Company currently plans to increase the number of operating drilling rigs it is running from eight to"  
[X Link](https://x.com/BeenThereCap/status/2021717670345740725)  2026-02-11T22:47Z [----] followers, [----] engagements


"My last big prediction was on January [--] that the Minnesota Somali benefits fraud would be the Republicans best issue in [----]. That prediction was blown out of the water by the two ICE shootings. New prediction: Pam Bondis performance today and the multiple kill shots 1/2"  
[X Link](https://x.com/BeenThereCap/status/2021840910854602790)  2026-02-12T06:56Z [----] followers, [---] engagements


"on multiple disparate topics that she didnt even attempt to address directly will start the tangible end of Trumps power. And the downfall will occur one way or another before the midterm elections. 2/2"  
[X Link](https://x.com/BeenThereCap/status/2021840912717169077)  2026-02-12T06:56Z [----] followers, [---] engagements


"New prediction: Bondi's performance yesterday and the horrifying details of the questions being asked and mini-presentations by the questioners will start a significant fall in Trump's power *before* the midterm elections. Some Republicans in Congress are going to bail. 1/2"  
[X Link](https://x.com/BeenThereCap/status/2021967620195442885)  2026-02-12T15:20Z [----] followers, [---] engagements


"WHOCUDDANODE that $ASTS would need to raise another $1B for satellites that once launched will face meh demand & likely fierce competition that will grind ROIs to dust Um anyone who's traded satcomm stocks for years. Yes I know I'm an ignorant dinosaur. $ASTS is different"  
[X Link](https://x.com/BeenThereCap/status/2022007898130559465)  2026-02-12T18:00Z [----] followers, [----] engagements


"@atomic_sam Absolutely not. But my short positions are always sized to sustain a 3x rise"  
[X Link](https://x.com/BeenThereCap/status/2022066748527423630)  2026-02-12T21:54Z [----] followers, [--] engagements


"I could easily be wrong. New stuff happens and Trump has skills. My last big prediction was on Jan.1 that the Minnesota Somali benefits fraud would be the Republicans best political issue in [----]. It was quickly blown out of the water by the two Minnesota ICE shootings. 2/2"  
[X Link](https://x.com/BeenThereCap/status/2021967621420167422)  2026-02-12T15:20Z [----] followers, [---] engagements


"In [----] an obscure Democrat Congressman (Alan Grayson) became my new political crush. He was elite-educated brilliant fearless took on the big banks post-bailout and the ridiculous U.S. military budget. He was also an asshole and lost his next election. I have a new crush. Yesterday in @JudiciaryGOP @AGPamBondi hurled personal insults instead of answering my legitimate questions about major gaps and serious flaws in the Epstein Files Transparency Act document production. https://t.co/8Y8C56NxqU Yesterday in @JudiciaryGOP @AGPamBondi hurled personal insults instead of answering my legitimate"  
[X Link](https://x.com/BeenThereCap/status/2022048997918011713)  2026-02-12T20:43Z [----] followers, [----] engagements


"Thank you Sydney for the distraction. OMG the hair They even brought out Sydney Sweeney to ring the bell at the NYSE to distract from the Epstein stuff https://t.co/qRbcijNGbe They even brought out Sydney Sweeney to ring the bell at the NYSE to distract from the Epstein stuff https://t.co/qRbcijNGbe"  
[X Link](https://x.com/BeenThereCap/status/2022071912571211815)  2026-02-12T22:14Z [----] followers, [----] engagements


"@buccocapital I genuinely don't know. Usually when I fear I am being the patsy at the table it turns out the smart guys were letting me think I was being the patsy at the table. THIRD AND FOURTH DERIVATIVES MOTHERF@#$ERS"  
[X Link](https://x.com/BeenThereCap/status/2022083715019813010)  2026-02-12T23:01Z [----] followers, [---] engagements


"@variance_swap It remains a great pair trade with short $LEU and short $SMR which is what I have. Despite Paul "next quarter" Mann"  
[X Link](https://x.com/BeenThereCap/status/2022085403617161479)  2026-02-12T23:08Z [----] followers, [---] engagements


"I am having so much fun with this. Will the Bitcoin devs leap into action in time Of course they will after first barfing all over Nic for a year. I owe Nic like ten figures. As Ive been saying were two orders of magnitude away. Are you feeling lucky As Ive been saying were two orders of magnitude away. Are you feeling lucky"  
[X Link](https://x.com/BeenThereCap/status/2022841970704408779)  2026-02-15T01:14Z [----] followers, [--] engagements


"$LEU back down to $200. I have no reason to cover any of my short until it's back near $50"  
[X Link](https://x.com/BeenThereCap/status/2021959332166775214)  2026-02-12T14:47Z [----] followers, [----] engagements


"The best thing about the UBS analyst for $CLMT doubling his idiotic $13 price target to $26 today is that the stock immediately jumped above that to $27. I've said it before: Where $CLMT's price is going we don't need chart lines"  
[X Link](https://x.com/BeenThereCap/status/2022329043975389371)  2026-02-13T15:16Z [----] followers, [----] engagements


"I just saw someone recommend selling $MU because its options implied volatility is very high. My brother in Christ I can tell you as a HODLer of Bitcoin for [--] years and $MU for 11: When the underlying investment case for your asset is strong high volatility is your friend"  
[X Link](https://x.com/BeenThereCap/status/2022401078466392117)  2026-02-13T20:02Z [----] followers, [----] engagements


"I see & think a lot of important things that I do not post about. I do not try hard to avoid controversy. My filter is do I have anything DISTINCTIVE to say My hit rate for those criteria on Minnesota ICE shootings is low. My hit rate for @Bonecondor personal posts is higher. If you play it right you can parlay this into marrying the love of your life https://t.co/p99MTCaUCB If you play it right you can parlay this into marrying the love of your life https://t.co/p99MTCaUCB"  
[X Link](https://x.com/BeenThereCap/status/2022876559435059427)  2026-02-15T03:32Z [----] followers, [---] engagements


"Jacob Collier is the greatest popular-music genius of his generation and possibly the generations before and after him. But he cant compose great songs. Thats not his thing and he knows it. So he collaborates like crazy. 1/2"  
[X Link](https://x.com/BeenThereCap/status/2022553131368722721)  2026-02-14T06:06Z [----] followers, [----] engagements


""Bernstein Raises Cameco (TSX: $CCO NYSE: $CCJ) Target Forecast by 40% from $100 to $140 with "Outperform" Rating" This is Bernstein (best in the biz) not say B.Riley"  
[X Link](https://x.com/BeenThereCap/status/2009312132181934296)  2026-01-08T17:11Z [----] followers, [---] engagements


"Mostly for entertainment here's a little self-depreciation on my $CLMT position. "You were too early" = "you were wrong." The [----] regulation change was a killer. However this should increase not decrease how much credibility you put on my current $CLMT table-pounding"  
[X Link](https://x.com/BeenThereCap/status/2022002000716869959)  2026-02-12T17:36Z [----] followers, [----] engagements


"I am pretty sure that the second-best male ice skater in the world just did his Olympic free skate routine to the fake opera song sung by the blue alien in The Fifth Element. What a wonderful world"  
[X Link](https://x.com/BeenThereCap/status/2022421981707276625)  2026-02-13T21:25Z [----] followers, [---] engagements


"I took a risk calling Fifth Element Guy second-best. It was supposed to be Malanin by a wide margin and then Kagiyama. Nope. Fifth Element Guy won gold. Malanin totally crashed out did not medal. Kagiyama faltered a bit won silver. Cheesy sci fi movie soundtracks for the win"  
[X Link](https://x.com/BeenThereCap/status/2022432638905258388)  2026-02-13T22:08Z [----] followers, [---] engagements


"Now that so many of my favorite stocks (i.e. large positions) have ripped 20-30% higher in [--] weeks what is my new favorite stock That's easy. It isn't even close. $SAVE. It has fallen 40% in [--] weeks (from $16 to $9.50) despite only modest changes to its expected outcomes. 1/9"  
[X Link](https://x.com/anyuser/status/1724520464641364287)  2023-11-14T20:11Z [----] followers, 65.4K engagements


"I happened to be walking down the hall at Cameco around lunchtime and heard Grant Isaac screaming into his phone at $CCJ's spot-pounds buyer: "DO IT NOW NOW NOT AFTER LUNCH ALL THE [----] POUNDS TOO THIS IS THE LAST CHANCE AT THIS PRICE YOU WILL EVER GET""  
[X Link](https://x.com/anyuser/status/1857519834285719558)  2024-11-15T20:23Z [----] followers, [----] engagements


"Chris Thile is also a musical genius who cant compose. Madison Cunningham can compose. Imagine the joy each of the three of them must have had to work together to produce this song. https://open.spotify.com/track/5Mf8pNKP5NlUKL2cbE81iU https://open.spotify.com/track/5Mf8pNKP5NlUKL2cbE81iU"  
[X Link](https://x.com/BeenThereCap/status/2022553133570834877)  2026-02-14T06:06Z [----] followers, [---] engagements


"$ASTS now -36% off its blow-off top [--] weeks ago. The SpceMob is angry and looking for someone to rant against. I hereby volunteer for duty. There's another roughly -70% to go before any sane value investors think about buying"  
[X Link](https://x.com/BeenThereCap/status/2022005994990317737)  2026-02-12T17:52Z [----] followers, [----] engagements


"I am so so sorry that I didn't shill $VAL to y'all while I held it. In my defense the single best thinker on its prospects (IMO) @hkuppy gave up on it in 4Q. Thank goodness I ignored him then"  
[X Link](https://x.com/BeenThereCap/status/2022372045435056614)  2026-02-13T18:07Z [----] followers, [----] engagements


"P.S. I am still not selling. But unlike with $CLMT it probably is too late to buy it for the first time"  
[X Link](https://x.com/BeenThereCap/status/2022393101915165110)  2026-02-13T19:31Z [----] followers, [---] engagements


"@Peak_Ascent If were getting persnickety which we are I am genuinely curious: The Republic I of Ireland where also I lived was at 5m last I checked. Your 75m for British Isles less 69m for UK implies 6m. Am I that out of date for Ireland or am I missing something or did you round up"  
[X Link](https://x.com/BeenThereCap/status/2022891647390904770)  2026-02-15T04:32Z [----] followers, [--] engagements


"This is just an insane level of skill. In the most nichiest niche in the history of niches. I think we all now understand why curling is the greatest sport ever. Korey Dropkin with an absolute gem of a shot in the USA's 8-1 win over Czechia. 💎 https://t.co/rW8N75uEiq Korey Dropkin with an absolute gem of a shot in the USA's 8-1 win over Czechia. 💎 https://t.co/rW8N75uEiq"  
[X Link](https://x.com/BeenThereCap/status/2022899216167899627)  2026-02-15T05:02Z [----] followers, [----] engagements


"Well $SAVE sucked. I warned you in every thread: Even good judges (like Judge Young) routinely decide even strong cases (like this one became by the end) the wrong way. Even those situations really are like throwing a 5-sided die and getting the [--] side that says "YOU LOSE." 1/3"  
[X Link](https://x.com/anyuser/status/1747405630938173453)  2024-01-16T23:49Z [----] followers, 20.3K engagements


"The pain of not making the expected $17/share on $SAVE continues to outweigh the relief of being able to exit with only a $5 loss. Bad mood all day. Mrs. BeenThereCap who knows the full story just now: Look of fake sympathy Pats me on the shoulder "You could have been richer""  
[X Link](https://x.com/anyuser/status/1747749652038844838)  2024-01-17T22:36Z [----] followers, 12.1K engagements


"Plug Power $PLUG is a wondrous shitco stock promote. IPO'd in late [----]. Simply outstanding story-selling work by its management across [--] years. Here is $PLUG's average share count over the last [--] years. One can never sell too much stock right (All #s in millions): 1/8"  
[X Link](https://x.com/anyuser/status/1752852633159651743)  2024-02-01T00:33Z [----] followers, 24.4K engagements


"For [--] years I kept seeing $SNAP down 15-30% every earnings release and thinking "surely this can't continue for more quarters traders will wise up and price it in." Nope"  
[X Link](https://x.com/anyuser/status/1754982352504205411)  2024-02-06T21:36Z [----] followers, 12.9K engagements


"I created and posted this [--] months ago. Gonna need a bigger hallway"  
[X Link](https://x.com/BeenThereCap/status/1755275261728137681)  2024-02-07T17:00Z [----] followers, 87.3K engagements


"Here's the most important thing I can say about #uranium stocks: Lots of bearish or uncertain posts over the last month simply because prices fell a bit. Narrative is chasing price. WTF are people thinking Get your heads out of the short-term weeds. 1/5"  
[X Link](https://x.com/anyuser/status/1758934582567620827)  2024-02-17T19:20Z [----] followers, 44.6K engagements


"@conorsen Your ex-antitrust-lawyer says: No. The homebuilding industry is not remotely an oligopoly. Waaaaaaaaaay too many builders in most geographies to successfully pull off this strategy. The shortage was caused by first the 2007-2012 bust and then the Echo-Boomer buying bulge"  
[X Link](https://x.com/anyuser/status/1758935451111416006)  2024-02-17T19:24Z [----] followers, [----] engagements


"$VAL: "We're doubling our buyback authorization and we'll use it." Not much other news Stock +5% $TNK: "We'll be debt-free in a month but won't discuss what we'll do with all our cash." Not much other news Stock -7% Investors *really* don't trust these managements. Justifiably"  
[X Link](https://x.com/anyuser/status/1760700230209605776)  2024-02-22T16:17Z [----] followers, 11.8K engagements


"I have read so much #uranium commentary & analysis in 2021-2024; it's rare to see something new. This tidbit from $CCJ's Grant Isaac yesterday is good segmenting utility buyers. More demand is coming. We are nowhere near above-replacement buying which is when #uranium moons"  
[X Link](https://x.com/anyuser/status/1765057769684754740)  2024-03-05T16:52Z [----] followers, 20.4K engagements


"$CLMT has been off my favorite-stocks list for a while. At $13.70 it's back to #3 (after $VTY and $XPOF). It's worth $40. The C-corp conversion first clean quarter of renewable-diesel earnings and RD spin-out are all imminent. I just bought more"  
[X Link](https://x.com/anyuser/status/1770171266109952262)  2024-03-19T19:31Z [----] followers, 50.6K engagements


"A true story about me and $XPO: A long long time ago $XPO was my fund's largest holding. Back then it was a tiny little trucking and 3PL business located in a tiny little town. But it was exquisitely run with an A+ management team for a business that size. 1/x"  
[X Link](https://x.com/BeenThereCap/status/1778190010514284681)  2024-04-10T22:35Z [----] followers, 85.4K engagements


"In the last [--] hours two of our leading media sources (NYT & WSJ) have produced research pieces with hard data on why the U.S. should ban TikTok. Here is the NYT's killer chart. Tiktok systematically censors 80-99% of posts on certain viewpoints relative to Instagram. 1/3"  
[X Link](https://x.com/anyuser/status/1783120159101628446)  2024-04-24T13:05Z [----] followers, 1.2M engagements


"The worst problem is not censorship but rather actively promoting propaganda. The WSJ covered that. Here are charts showing the evolution of Gaza/Israel content on test accounts. The key fact is: those videos ran 4:1 against Israel. 2/3"  
[X Link](https://x.com/anyuser/status/1783120160963891548)  2024-04-24T13:05Z [----] followers, 75.6K engagements


"Another key fact: The U.S. has had laws banning foreign ownership of TV stations & networks since the birth of TV. Most countries have similar laws. I was a constitutional litigator and am usually a [--] out of [--] on First Amendment absolutism. This is not a difficult question 3/3"  
[X Link](https://x.com/BeenThereCap/status/1783120162780037587)  2024-04-24T13:05Z [----] followers, 85.6K engagements


"Links: The NYT chart was in its daily round-up email. The research source for the NYT chart: WSJ: Some background on foreign ownership laws: https://www.theatlantic.com/ideas/archive/2024/03/tiktok-bill-foreign-influence/677806/ https://www.wsj.com/tech/tiktok-israel-gaza-hamas-war-a5dfa0ee https://networkcontagion.us/wp-content/uploads/A-Tik-Tok-ing-Timebomb_12.21.23.pdf https://www.theatlantic.com/ideas/archive/2024/03/tiktok-bill-foreign-influence/677806/ https://www.wsj.com/tech/tiktok-israel-gaza-hamas-war-a5dfa0ee"  
[X Link](https://x.com/BeenThereCap/status/1783124904021201042)  2024-04-24T13:24Z [----] followers, 67.4K engagements


"@Mike59655549 I agree Instagram is not the unquestionably correct baseline. But it is the probably the only baseline we have. Even more: I am willing to accept based on everything I know qualitatively that it actually is a fairly good baseline"  
[X Link](https://x.com/anyuser/status/1783294044015337700)  2024-04-25T00:36Z [----] followers, 29.9K engagements


"Replies correctly note that both pieces of research I flagged are from months ago; the research merely received new play this week thanks to the TikTok legislation"  
[X Link](https://x.com/BeenThereCap/status/1783480773791699237)  2024-04-25T12:58Z [----] followers, [----] engagements


"It is a surreal experience to see all my shitco shorts up 3-4% premarket and know that those moves might be "correct" based solely on meme-stock OG - who was 100% WRONG about his big stock bet over even the medium term - posting an image of him sitting forward in his chair. https://t.co/YgjVqtgcNS https://t.co/YgjVqtgcNS"  
[X Link](https://x.com/BeenThereCap/status/1789997623014723626)  2024-05-13T12:34Z [----] followers, 37.4K engagements


"My current odds on scenarios in declining order of cynicism: [--]. 30% - Keith Gill sold his Roaring Kitty account on X for 8-9 figures. [--]. 50% - Keith Gill spent months devising a plan to buy a ton of calls and tweet his way to a 8-9 figure trading profit with no SEC risk"  
[X Link](https://x.com/anyuser/status/1790468671015682139)  2024-05-14T19:46Z [----] followers, 28.7K engagements


"I'm calling it: Now is a good time to buy #uranium mining stocks if you are not already full-up (which I am). Fundamentals remain rock-solid. This dip is all just flows sentiment and overreaction to spot price moves"  
[X Link](https://x.com/anyuser/status/1805649161309540535)  2024-06-25T17:08Z [----] followers, 14K engagements


"This is it this is the best tweet of the debate"  
[X Link](https://x.com/BeenThereCap/status/1806509780325806231)  2024-06-28T02:07Z [----] followers, 19.5K engagements


"Here is an amazing and profound excerpt from Eddie Murphy in a new interview. If youre more than [--] years old I want you to actually imagine being in this situation: I was [--] I went to the Blues Bar. It was me Belushi and Robin Williams. They start doing coke"  
[X Link](https://x.com/anyuser/status/1807428454226227276)  2024-06-30T14:58Z [----] followers, 10.7K engagements


"This is what we in the economics trade call a "big @#$%ing externality." And let me guess: It was "unforeseen" by the companies and government officials who greenlighted the offshore wind projects. 🚨 All of Nantuckets south shore beaches have been CLOSED by the town due to the debris washing up from Vineyard Winds broken turbine. The water is closed to swimming on all south shore beaches due to large floating debris and sharp fiberglass shards per @ackharbormaster https://t.co/xxv8so4reY 🚨 All of Nantuckets south shore beaches have been CLOSED by the town due to the debris washing up from"  
[X Link](https://x.com/BeenThereCap/status/1813278886240657443)  2024-07-16T18:25Z [----] followers, 17.9K engagements


"$VAL initial stock move on earnings: +6% to $84 $VAL after management started talking on their earnings call: -10% to $75"  
[X Link](https://x.com/anyuser/status/1819022586619085030)  2024-08-01T14:49Z [----] followers, [----] engagements


"I will say again: The marginal #uranium mining stock investor is the dumbest investor on the planet. Prices for long-term contracts are +41% YoY and now exceed the spot price. Annual reactor demand massively exceeds new production. The daily news is still a steady stream. 1/5"  
[X Link](https://x.com/anyuser/status/1829519763388690801)  2024-08-30T14:01Z [----] followers, 75.4K engagements


"I have no idea what the catalyst will be or when to flip spot market supply/demand to a deficit and then a huge deficit. But it will happen and the spot price will go to $200+. By then the long-term contract price might be $150. 4/5"  
[X Link](https://x.com/anyuser/status/1829519769923633582)  2024-08-30T14:01Z [----] followers, [----] engagements


"The marginal #uranium mining stock investor is the dumbest because he is trading these stocks based on the spot price and refusing to look ahead 3-24 months. Meanwhile tech investors look out [--] years and pay obscene earnings or revenue multiples for an uncertain outcome. 5/5"  
[X Link](https://x.com/BeenThereCap/status/1829519771895042300)  2024-08-30T14:01Z [----] followers, [----] engagements


"P.S. I love that this thread was retweeted by a crypto-scammer bot within [--] seconds of posting. Yes those are my two largest areas of head space and tweeting: #uranium and crypto. Can anyone point me to another human being for whom that is true"  
[X Link](https://x.com/BeenThereCap/status/1829520559484362800)  2024-08-30T14:04Z [----] followers, [----] engagements


"I am buying #uranium stocks today for the first time in [--] months. The last time was early [----] soon after $URNJ launched. Before that was March [----] buying $KAP on "the Russians are going to blow up Zaporizhzhya" day. That and $MU are my best-timed trades of the decade"  
[X Link](https://x.com/anyuser/status/1830992123040018813)  2024-09-03T15:31Z [----] followers, 14K engagements


"Kuppy left out one sneaky cause of the #uranium spot price stagnation as term prices rise and rise: $CCJ the West's largest #uranium player doesn't want spot any higher in [----]. $CCJ is net-short spot pounds and very long term pounds. 1/3 My newest blog posting👇👇. Subscribe and never miss a posting again My newest blog posting👇👇. Subscribe and never miss a posting again"  
[X Link](https://x.com/anyuser/status/1836428767864009132)  2024-09-18T15:35Z [----] followers, 27.8K engagements


"As I survey the 4-month carnage across my energy book- #uranium stocks -25-35% oil & gas 15-45% - I have a soundtrack from Earl St. Clair: I ain't really got it like that And one day Imma have it like that And I know that it can't stay this way And one day Imma finally get paid"  
[X Link](https://x.com/anyuser/status/1836770429467271665)  2024-09-19T14:12Z [----] followers, 11.8K engagements


"I added a lot of $URNM and $URNJ near the bottom below here. The Law of Small Numbers means that if they regain their May prices I make 40-70%. Given what's coming for #uranium those May prices are bargains. With $VTY +50% YTD uranium is now my highest-conviction position. As I survey the 4-month carnage across my energy book- #uranium stocks -25-35% oil & gas 15-45% - I have a soundtrack from Earl St. Clair: I ain't really got it like that And one day Imma have it like that And I know that it can't stay this way And one day Imma finally get paid As I survey the 4-month carnage across my"  
[X Link](https://x.com/anyuser/status/1836885737855492409)  2024-09-19T21:51Z [----] followers, [----] engagements


"I have a confession sort of: Yesterday I bought $BABA $BIDU $JD $PDD and $FXI based on zero research. Which should give you more conviction: Doing a ton of your own work or one of our generation's greatest investors pounding the table the hardest he's done in [--] years"  
[X Link](https://x.com/anyuser/status/1839652926488207666)  2024-09-27T13:06Z [----] followers, 27.2K engagements


"@conorsen Your bubble is correct. Several years ago I read a non-fiction book covering the history of shipping containers which are probably the #2 contributors to humans' well-being in the last several decades after the internet. From a societal standpoint the ILA is evil full stop"  
[X Link](https://x.com/BeenThereCap/status/1841923184913699131)  2024-10-03T19:28Z [----] followers, [----] engagements


"Once or twice a year I have a clear view of what stock price is the most stupid-cheap one I know. These views have been great buy signals for myself. I have such a view today: Offshore oil-rig stocks. I own $VAL and $TDW. This view applies to all of them. 1/4"  
[X Link](https://x.com/anyuser/status/1848393435830530329)  2024-10-21T15:58Z [----] followers, 163.1K engagements


"$VAL has the best combination of a newer high-quality fleet of rigs low debt and automatically-increasing profits as old low-priced rig contracts expire & those rigs get recontracted at much higher prices. But I'm not selling $TDW to buy more $VAL. Both are stupid-cheap. 4/4"  
[X Link](https://x.com/anyuser/status/1848393439341089014)  2024-10-21T15:58Z [----] followers, 12.7K engagements


"The entire [--] years I've owned #uranium stocks I've seen people shilling Global Atomic $GLO as the best one to own. I avoided all junior miners & bought $CCJ first as the safest one. How it's going: Wow. Much worse for $GLO than last time I checked a few months ago. 1/3"  
[X Link](https://x.com/anyuser/status/1848762320992014714)  2024-10-22T16:24Z [----] followers, 14.2K engagements


"$ASPI is up 55-70% this morning & 200% in [--] weeks because Terrapower - the actual leading SMR designer - signed a deal for $ASPI to enrich uranium. People pitched me $ASPI just before its ramp. I said "no way they might do great but too risky." They've done great. No regrets"  
[X Link](https://x.com/BeenThereCap/status/1851613689972929019)  2024-10-30T13:14Z [----] followers, [----] engagements


"My more-plugged-in #uranium friends are saying that prices for uranium conversion (from a solid to a gas that can be enriched) are up from $60 at June [--] to $85 today with a $90 asking price. Wow. 1/2"  
[X Link](https://x.com/BeenThereCap/status/1852088491267756138)  2024-10-31T20:41Z [----] followers, 12.3K engagements


"Paladin $PDN just super-slashed its production guidance and its stock fell 29%. $PDN is (1) one of the largest current producers (2) 7% of $URNJ & 4% of $URNM. Every other #uranium stock should be up big today enough that $URNM and $URNJ should be up not down. 1/3"  
[X Link](https://x.com/BeenThereCap/status/1856360265220018226)  2024-11-12T15:35Z [----] followers, 27K engagements


"I have some small hope that TODAY IS THE DAY for the dumb marginal #uranium trader to *start* getting run over by more astute traders. SPUT $SRUUF is now +5% $CCJ is +2% $URNM & $URNJ are -2% / -4% but that merely puts them in-line with many similar stocks on my trading screen"  
[X Link](https://x.com/anyuser/status/1856417980088746365)  2024-11-12T19:25Z [----] followers, 20.1K engagements


"#Uranium stocks may fly now. Within the range of whats possible to forecast for short-term moves (nobody can know) I am super-bullish. *Yesterday was the trading cathartic flush. Fabulous ending * Paladin +8% overnight *Spot prices down a lot for months & may have bottomed 1/2 I have some small hope that TODAY IS THE DAY for the dumb marginal #uranium trader to *start* getting run over by more astute traders. SPUT $SRUUF is now +5% $CCJ is +2% $URNM & $URNJ are -2% / -4% but that merely puts them in-line with many similar stocks on my trading screen I have some small hope that TODAY IS THE"  
[X Link](https://x.com/BeenThereCap/status/1856690022558126110)  2024-11-13T13:26Z [----] followers, 14.2K engagements


"For the newer / #uranium-only folks: I have made [--] market bottom calls in [--] years [--] pre-Twitter but in writing to my fund's investors and [--] after: *October [----] *December [----] *March [----] *October [----] I'm [--] for [--] within [--] weeks each and missed [--]. #Uranium now is my 5th"  
[X Link](https://x.com/BeenThereCap/status/1856701628444823820)  2024-11-13T14:12Z [----] followers, 25K engagements


"Run don't walk to read the best stock-picking advice/analysis I've read in a long time. Written by my online friend @kevinmuir and moved behind his paywall with permission by my personal friend @hkuppy. Deep insight + tons of supporting charts 1/x https://pracap.com/whats-driving-stocks/ https://pracap.com/whats-driving-stocks/"  
[X Link](https://x.com/anyuser/status/1857125640564052217)  2024-11-14T18:17Z [----] followers, 38.7K engagements


"#uranium HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA Y'all are idiots except for the ones who listened to me this week. My usual time-frame for big bottom calls is [--] weeks. This one is looking like [--] days. For the newer / #uranium-only folks: I have made [--] market bottom calls in [--] years [--] pre-Twitter but in writing to my fund's investors and [--] after: *October [----] *December [----] *March [----] *October [----] I'm [--] for [--] within [--] weeks each and missed [--]. #Uranium now is my 5th. For the newer / #uranium-only folks: I have made [--] market bottom calls in [--] years [--] pre-Twitter but"  
[X Link](https://x.com/BeenThereCap/status/1857440607628603431)  2024-11-15T15:08Z [----] followers, [----] engagements


"This morning I was again walking the halls at Cameco HQ and overheard Grant Isaac this time talking to a fuel buyer: "Yes I really did just raise our long-term #uranium asking prices by $20/lb in a week. We offer security of supply and the cost of security just went way up.""  
[X Link](https://x.com/BeenThereCap/status/1858524219329438059)  2024-11-18T14:54Z [----] followers, [----] engagements


"The Biden Administration successfully blocked the $SAVE / $JBLU merger using a legal theory that ignored consumer welfare. Within 6-10 months $SAVE cut routes fired pilots and still declared bankruptcy. 100% of its routes & low-cost fares will vanish. Well done regulators"  
[X Link](https://x.com/anyuser/status/1858609871060443406)  2024-11-18T20:34Z [----] followers, [----] engagements


"Every once in a while I run a search here for a stock ticker and it turns out that some obscure nanocap crypto shitcoin is using the same ticker and 95% of the recent posts are pump-and-dump shills of the shitcoin. It's my only view into that world's dregs. Today it was $VAL"  
[X Link](https://x.com/anyuser/status/1865080223105994902)  2024-12-06T17:05Z [----] followers, [----] engagements


"Over the weekend I thought more about $VAL and concluded I should have bought even more on Friday; I planned to do so today. Today's +8% rebound means oops / maybe-validation. Friday's buys may end up being my best-timed buy of any stock this year"  
[X Link](https://x.com/anyuser/status/1866197543698227577)  2024-12-09T19:05Z [----] followers, 14.8K engagements


"Today *after* $VAL's stock price has fallen 45% Citibank downgrades to neutral and cuts its price target. Bless their hearts. Sell side analysts are endearingly predictable. Over the weekend I thought more about $VAL and concluded I should have bought even more on Friday; I planned to do so today. Today's +8% rebound means oops / maybe-validation. Friday's buys may end up being my best-timed buy of any stock this year. https://t.co/ndiVuT92E0 Over the weekend I thought more about $VAL and concluded I should have bought even more on Friday; I planned to do so today. Today's +8% rebound means"  
[X Link](https://x.com/anyuser/status/1866484836640141633)  2024-12-10T14:07Z [----] followers, 41.8K engagements


"The last [--] words here are the best 4-word sentence I will ever tweet. Even if I'm wrong in this case. "This case" is $VAL. The original thread is below. https://x.com/BeenThereCap/status/1866484836640141633 Today *after* $VAL's stock price has fallen 45% Citibank downgrades to neutral and cuts its price target. Bless their hearts. Sell side analysts are endearingly predictable. https://x.com/BeenThereCap/status/1866484836640141633 Today *after* $VAL's stock price has fallen 45% Citibank downgrades to neutral and cuts its price target. Bless their hearts. Sell side analysts are endearingly"  
[X Link](https://x.com/anyuser/status/1866566022863655205)  2024-12-10T19:29Z [----] followers, 35.3K engagements


"For reasons I cannot explain even to myself I kind-of want to see the market cap of Fartcoin which I would never buy go to $10 billion. (From $400m currently.)"  
[X Link](https://x.com/anyuser/status/1866604955932692589)  2024-12-10T22:04Z [----] followers, [----] engagements


"14th straight down day for value stocks. Previous record was 9"  
[X Link](https://x.com/anyuser/status/1869849813896098149)  2024-12-19T20:58Z [----] followers, 128.8K engagements


"I told my son that the stock of every real company on my trading screen is flat today while many shitco/story stocks are +4-7%. He immediately said "Of course. Pro trader took the week off. Retail traders are at home trading on their phones." It's obvious now that he said it"  
[X Link](https://x.com/anyuser/status/1872377308553900468)  2024-12-26T20:21Z [----] followers, [----] engagements


"OK #uranium fam here is the official BeenThereCap Conspiracy Theory for what is going on with $KAP/Kazakhstan/Inkai today. Here are the facts: *Kazakhstan produces 40% of global uranium ore * $KAP produces 25% *The Kazakhstan government owns 75% of $KAP 1/6"  
[X Link](https://x.com/anyuser/status/1874858892083278150)  2025-01-02T16:42Z [----] followers, 26.9K engagements


"I will front-run the likely future announcement that $CLF acquires $X: Congratulations to the worst economic-policy president of my lifetime for banning an acquisition by a company based in one of our closest allies which would have revitalized a U.S. icon. 1/3"  
[X Link](https://x.com/anyuser/status/1875280456947769539)  2025-01-03T20:37Z [----] followers, 14.7K engagements


"I have followed $VAL and its predecessor for many years and have owned it for several of those years including the last two. @hkuppy's 8-page pitch in this letter for $VAL and for offshore rig stocks generally is the best one you are ever going to get. Praetorian's Q4 [----] Investor Letter is available here: https://t.co/AaSoz59UrV Follow us @praetoriancap for more updates. https://t.co/HDxDYfIuVM Praetorian's Q4 [----] Investor Letter is available here: https://t.co/AaSoz59UrV Follow us @praetoriancap for more updates. https://t.co/HDxDYfIuVM"  
[X Link](https://x.com/anyuser/status/1878820361619624041)  2025-01-13T15:04Z [----] followers, 72K engagements


"I haven't said anything about DeepSeek for [--] days because I haven't been confident enough about any conclusion. Every potential outcome is unclear. But some asset prices have now settled enough that it's clear some of them are wrong relative to each other. 1/x"  
[X Link](https://x.com/BeenThereCap/status/1884323948655206862)  2025-01-28T19:33Z [----] followers, 25.3K engagements


"Today was the most incrementally positive day for #uranium miner news I've seen in quite a while: * $KAP inventories down from the usual [--] months' supply to 4-5 months * $KAP future production graph shows sharp declines starting in a few years 1/2"  
[X Link](https://x.com/anyuser/status/1902515233576419605)  2025-03-20T00:19Z [----] followers, 10.9K engagements


"Here are the tariffs we're still left with: 125% China 25% Canada & Mexico for non-USMCA 10% all other countries (excl. semiconductors) + 25% autos & auto parts 25% aluminum & steel 34% lumber from Canada That's a lot. With more to come in [--] days"  
[X Link](https://x.com/BeenThereCap/status/1910076260786618568)  2025-04-09T21:04Z [----] followers, 22.2K engagements


"I hadn't thought about $AMRK (biggest gold dealer) in a year and just took a quick look at the chart since then. I genuinely can't imagine how a dealer can fall 35% and underperform gold-miner ETFs by [--] percentage points during a huge gold bull run"  
[X Link](https://x.com/BeenThereCap/status/1912973653215494191)  2025-04-17T20:57Z [----] followers, 24.6K engagements


"I was so struck when I saw this data in text form that I turned it into a chart. Source: Someone else's tweet that wasn't sourced. But it checks out with similar slightly-different-metric sources I can find"  
[X Link](https://x.com/anyuser/status/1916926997491814619)  2025-04-28T18:46Z [----] followers, 42.3K engagements


"Seven companies are competing to become bigger #uranium enrichers in the US. $LEU has become a bubble stock because it's the only public pure-play "uranium enrichment" stock. But I would put $LEU somewhere in the bottom of the competitive pack. Here's a run-down: 1/x"  
[X Link](https://x.com/anyuser/status/1949946785478086955)  2025-07-28T21:35Z [----] followers, 19.9K engagements


"$MSFT and $META both +8% after-hours is worth $445B of market cap. WTF am I doing owning only small and medium caps. "Alpha" HA HA HA HA HA HA"  
[X Link](https://x.com/anyuser/status/1950657473725055128)  2025-07-30T20:39Z [----] followers, [----] engagements


"@Citrini7 Everywhere is the best area and every time is the best time. Signed The National Association of Realtors"  
[X Link](https://x.com/BeenThereCap/status/1955819867187065005)  2025-08-14T02:32Z [----] followers, [----] engagements


"Here is my condensed #uranium ore bull case: Utility buyers are idiots who are late to realize that the game has changed. Thats it"  
[X Link](https://x.com/BeenThereCap/status/1966970622736822623)  2025-09-13T21:01Z [----] followers, [----] engagements


"@agnostoxxx I remember in our time when a very very good and prominent fund manager pitched me $ATUS near $30. (Now $2 a few years later.)"  
[X Link](https://x.com/BeenThereCap/status/1985706258050035837)  2025-11-04T13:50Z [----] followers, [---] engagements


"My chart of the day. Wow. Sure I knew Korean retail investors had become *a* factor in pumping the meme stocks and no-revenue wishco stocks. But not *this big* of a factor. Korean trading volumes in U.S. markets have exploded. 1/3"  
[X Link](https://x.com/anyuser/status/1988744941082931624)  2025-11-12T23:05Z [----] followers, 147K engagements


"Koreans owned 22% of $IONQ as of Oct.31 They bought 10-20% of $BYND during its 15x pump last month. They are big holders of other stocks you would expect. Here are a few key quotes from the FT article. 2/3"  
[X Link](https://x.com/anyuser/status/1988744943377260579)  2025-11-12T23:05Z [----] followers, 15.2K engagements


"No. Telecom was one of my specialties in strategy consulting & investing. I don't know jack about $TDS today and Kerrisdale may be entirely correct but the eternal industry downsides make it not worth my time to find out. They would reply "This is why the opportunity exists" We have a new long this morning to kick off [----] https://t.co/VWViP98zdW We have a new long this morning to kick off [----] https://t.co/VWViP98zdW"  
[X Link](https://x.com/BeenThereCap/status/2008907066501382621)  2026-01-07T14:22Z [----] followers, [----] engagements

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