# ![@BryanSmithRISI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1004967782.png) @BryanSmithRISI Bryan Smith

Bryan Smith posts on X about $zim, china, imo, $asts the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1004967782/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004967782/c:line/m:interactions.svg)

- [--] Week [-----] -32%
- [--] Month [------] +113%
- [--] Months [------] -20%
- [--] Year [-------] +28%

### Mentions: [--] [#](/creator/twitter::1004967782/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004967782/c:line/m:posts_active.svg)

- [--] Month [--] -3.30%
- [--] Months [---] +14%
- [--] Year [---] +16%

### Followers: [-----] [#](/creator/twitter::1004967782/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004967782/c:line/m:followers.svg)

- [--] Week [-----] +0.09%
- [--] Month [-----] +0.24%
- [--] Months [-----] +1.30%
- [--] Year [-----] +3.80%

### CreatorRank: [---------] [#](/creator/twitter::1004967782/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004967782/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.06% [finance](/list/finance)  24.19% [countries](/list/countries)  12.9% [cryptocurrencies](/list/cryptocurrencies)  11.29% [technology brands](/list/technology-brands)  8.06% [fashion brands](/list/fashion-brands)  3.23% [travel destinations](/list/travel-destinations)  3.23% [financial services](/list/financial-services)  1.61% [premier league](/list/premier-league)  0.81% [champions league](/list/champions-league)  0.81%

**Social topic influence**
[$zim](/topic/$zim) #12, [china](/topic/china) 7.26%, [imo](/topic/imo) 6.45%, [$asts](/topic/$asts) #314, [this is](/topic/this-is) 5.65%, [$fro](/topic/$fro) #364, [bullish](/topic/bullish) #3428, [stocks](/topic/stocks) 4.84%, [$smci](/topic/$smci) 4.03%, [market](/topic/market) 4.03%

**Top accounts mentioned or mentioned by**
[@newslambert](/creator/undefined) [@danielbraden18](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@futurumequities](/creator/undefined) [@fiscalai](/creator/undefined) [@origoinvest](/creator/undefined) [@intel](/creator/undefined) [@nvidia](/creator/undefined) [@investornick](/creator/undefined) [@jbulltard1](/creator/undefined) [@investorplace](/creator/undefined) [@pavyg](/creator/undefined) [@jane79591745](/creator/undefined) [@benrothenberg](/creator/undefined) [@kenradio](/creator/undefined) [@cristinancl](/creator/undefined) [@miamiopen](/creator/undefined) [@hardrockstadium](/creator/undefined) [@ahtrob](/creator/undefined) [@delcoronado](/creator/undefined)

**Top assets mentioned**
[ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Frontline Ltd. (FRO)](/topic/$fro) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Story (IP)](/topic/$ip) [Nike Inc (NKE)](/topic/$nke) [Devon Energy Corp (DVN)](/topic/$dvn) [West Fraser Timber Co. Ltd (WFG)](/topic/$wfg) [Barrick Gold Corp. (GOLD)](/topic/$gold) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Goldman Sachs (GS)](/topic/goldman-sachs) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Edu3Labs (NFE)](/topic/$nfe) [2131KOBUSHIDE (21)](/topic/$21) [Palo Alto Networks Inc (PANW)](/topic/$panw) [VICI Properties, Inc. (VICI)](/topic/$vici) [Energy Transfer, LP. (ET)](/topic/$et) [Coterra Energy Inc (CTRA)](/topic/$ctra) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [GSK plc (GSK)](/topic/$gsk) [Celanese Corporation (CE)](/topic/$ce) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GameStop, Corp. (GME)](/topic/$gme) [Morgan Stanley (MS)](/topic/morgan-stanley) [Stellar (XLM)](/topic/$xlm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@StockSavvyShay @FuturumEquities Crowdstrike has never posted a net profit yet it gets a [--] while Palo Alto which banks hundreds of millions in net income every quarter is [--] $CRWD $PANW"  
[X Link](https://x.com/BryanSmithRISI/status/2020335075318198304)  2026-02-08T03:13Z [----] followers, [---] engagements


"@fiscal_ai Most yields are high because their share prices are depressed since they rarely post a profit. An exception is VICI Properties which is a profit generating beast. IMO. $VICI"  
[X Link](https://x.com/BryanSmithRISI/status/2010878607267184729)  2026-01-13T00:56Z [----] followers, [---] engagements


"Do not mention Energy Transfer. At $18 it is an undervalued company yielding 7.5%. Data center energy needs will provide share price upside. IMO. $ET Energy Transfer Great yield time to buy. Energy Transfer Great yield time to buy"  
[X Link](https://x.com/BryanSmithRISI/status/2015871580497490145)  2026-01-26T19:36Z [----] followers, [---] engagements


"@origoinvest Awesome run to kick off the New Year I took some profits today when they hit 52-week highs. Sitting on the rest. $TRMD $FRO"  
[X Link](https://x.com/BryanSmithRISI/status/2016671639464005711)  2026-01-29T00:36Z [----] followers, [---] engagements


"Once again I repeat Nike innovation is back. In a year its share price will reflect this. IMO. $NKE 🏆 #CFC #CHEWHU https://t.co/OYC8I64DuS 🏆 #CFC #CHEWHU https://t.co/OYC8I64DuS"  
[X Link](https://x.com/BryanSmithRISI/status/2017645124717883515)  2026-01-31T17:04Z [----] followers, [---] engagements


"Devon Energy is combining with Coterra in a $21.4 billion deal that surprised nobody. Devon one of the few US oil producers that remains profitable at $42 per barrel expands its Permian Basin footprint and capacity of $40 break even wells. $DVN $CTRA"  
[X Link](https://x.com/BryanSmithRISI/status/2018368445423972793)  2026-02-02T16:58Z [----] followers, [----] engagements


"Devon which sees $1 billion in pre-tax savings by [----] plans to increase its dividend and share buybacks. Despite a "global oil glut" this is bullish. IMO. Reuters coverage: $DVN https://www.reuters.com/legal/transactional/us-shale-producers-devon-coterra-merge-58-billion-deal-2026-02-02/ https://www.reuters.com/legal/transactional/us-shale-producers-devon-coterra-merge-58-billion-deal-2026-02-02/"  
[X Link](https://x.com/BryanSmithRISI/status/2018372762537169069)  2026-02-02T17:15Z [----] followers, [---] engagements


"As January US pulp prices closed flat to up $55/tonne Eldorado Suzano and Thunder Bay Pulp and Paper announced February hikes. Producers are trying to ratchet US up prices just weeks after capitulating on new annual contract discounts. #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/2018418936526803256)  2026-02-02T20:19Z [----] followers, [---] engagements


"Palantir Technologies just kicked off an exciting week of earnings reports. Some of my favorite holdings including PayPal and Super Micro Computer are on deck. Do you hold any of these $PLTR $PYPL $AMD $SMCI $EQNR $GSK"  
[X Link](https://x.com/BryanSmithRISI/status/2018455593187791229)  2026-02-02T22:44Z [----] followers, [---] engagements


"Super Micro Computer $SMCI prints a double beat: Revenue: $12.7 billion (vs $10.2 billion est). EPS: $0.69 (vs $0.49 est). Net income: $401 million. We ride again"  
[X Link](https://x.com/BryanSmithRISI/status/2018851787101639165)  2026-02-04T00:59Z [----] followers, [----] engagements


"Other than Super Micro's 14% surge the tech sector imploded today. Top gainers were in basic materials energy and consumer discretionaries. This is a rotation. $CE $DVN $NKE $SMCI"  
[X Link](https://x.com/BryanSmithRISI/status/2019201508135563490)  2026-02-05T00:08Z [----] followers, [---] engagements


"Hims had no problem stealing from Novo Nordisk and committing trademark infringement until the FDA leaned on them. Having a business model based on theft is why $HIMS stock is down 80%. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the"  
[X Link](https://x.com/BryanSmithRISI/status/2020332162340495678)  2026-02-08T03:01Z [----] followers, [----] engagements


"Fellow Super Micro Computer investors in SoCal can hit their mixer this Tuesday at [--] p.m. Cocktail parties are the best opportunities to gain market intelligence. IMO. $SMCI Join Supermicro next week at West [----] to engage with industry leaders from the Navy Marine Corps Coast Guard and the @intel and @nvidia teams to discuss how enterprises and federal agencies are deploying AI Factories and accelerated infrastructure. Don't miss our exclusive https://t.co/QJnk4QKgaI Join Supermicro next week at West [----] to engage with industry leaders from the Navy Marine Corps Coast Guard and the @intel"  
[X Link](https://x.com/BryanSmithRISI/status/2020544583198015825)  2026-02-08T17:05Z [----] followers, [---] engagements


"Breaking: Nordic Kraft will implement an $80 per tonne price increase on NBSK pulp effective with February business until further notice industry sources told Fastmarkets. #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/2020985911883043211)  2026-02-09T22:19Z [----] followers, [---] engagements


"Suzano announced it's reducing market pulp production volume by about 3.5% of its nominal annual capacity for the entire year of [----]. The world's largest BEK producer noted "resuming the marginal volume would not provide adequate returns." #pulp $SUZ"  
[X Link](https://x.com/BryanSmithRISI/status/2021714304782020862)  2026-02-11T22:33Z [----] followers, [----] engagements


"@Investor_NICK_ @jbulltard1 I'll start buying $AMZN at $166"  
[X Link](https://x.com/BryanSmithRISI/status/2022413109407932666)  2026-02-13T20:50Z [----] followers, [---] engagements


"The mid-month US pulp price survey is closed. New contract and spot market prices are live at the Fastmarkets Dashboard: #pulp https://dashboard.fastmarkets.com/ https://dashboard.fastmarkets.com/"  
[X Link](https://x.com/BryanSmithRISI/status/2022456975163035791)  2026-02-13T23:44Z [----] followers, [---] engagements


"For those interested in potential short squeezes here's the top shorted stocks. [---] Life Sciences $ATNF is #1 with 78% float shorted. Kempharm $KMPH is #2 at 70% and Senseonics $SENS #7 at 51%. GameStop $GME and $AMC are nowhere to be seen. @InvestorPlace https://investorplace.com/most-shorted-stocks/ https://investorplace.com/most-shorted-stocks/"  
[X Link](https://x.com/anyuser/status/1378143888691453953)  2021-04-03T00:34Z [----] followers, [--] engagements


"ViacomCBS slid another 4% so I bought it today. Block sales from Goldman Sachs Morgan Stanley and Credit Suisse pummeled it down 57% but fundamentally it's a good stock. $43 entry represents solid mid- to long-term value. IMO. $VIAC"  
[X Link](https://x.com/BryanSmithRISI/status/1379235377303547907)  2021-04-06T00:51Z [----] followers, [--] engagements


"Pulp and lumber producer West Fraser reported 1Q sales increased 81% from the prior quarter to $2.343 billion. Earnings more than doubled to $665 million vs $282 million in 4Q20. $WFG #earnings Details: https://www.westfraser.com/investors/news/news-releases/west-fraser-announces-first-quarter-2021-results https://www.westfraser.com/investors/news/news-releases/west-fraser-announces-first-quarter-2021-results"  
[X Link](https://x.com/BryanSmithRISI/status/1390443649276678144)  2021-05-06T23:09Z [----] followers, [--] engagements


"Five years ago on Saturday night I'm at a bar getting wasted on martinis with my boys. Tonight I'm poolside buying the dip on Stellar Lumen. $XLM"  
[X Link](https://x.com/BryanSmithRISI/status/1403963149108219906)  2021-06-13T06:31Z [----] followers, [--] engagements


"@pavyg Haha true. According to tennis media Murray is passionate Novak is temperamental. 😅"  
[X Link](https://x.com/anyuser/status/1410350318177558531)  2021-06-30T21:31Z [----] followers, [--] engagements


"@JANE79591745 Imagine his reaction if it was Nadal or Federer running into the camera. 🙄"  
[X Link](https://x.com/anyuser/status/1429171433779781632)  2021-08-21T19:59Z [----] followers, [--] engagements


"@BenRothenberg So players should give up on winning a point because an unrelated hazard is on-court that could easily be placed off-court. Got it"  
[X Link](https://x.com/BryanSmithRISI/status/1429175498119073793)  2021-08-21T20:16Z [----] followers, [--] engagements


"The US Senate is only [--] years late but better late than never. Bullish $TLRY $KERN $SNDL SENATE PASSES BILL TO EXPAND MEDICAL RESEARCH ON MARIJUANA $TLRY $ACB $CGC $SNDL $LFLY $CRON $JAGX SENATE PASSES BILL TO EXPAND MEDICAL RESEARCH ON MARIJUANA $TLRY $ACB $CGC $SNDL $LFLY $CRON $JAGX"  
[X Link](https://x.com/BryanSmithRISI/status/1507098621132488727)  2022-03-24T20:54Z [----] followers, [--] engagements


"AST Space Mobile 1Q results announced after the bell. I see no surprises. Blue Walker [--] remains on track for summer [----] launch. Fellow investors please share if anything big comes out of the call. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1526307132412350465)  2022-05-16T21:02Z [----] followers, [--] engagements


"@NewsLambert That's one area the US has done it right: fixed APR mortgages. It would be terrible to deal with variable rates"  
[X Link](https://x.com/anyuser/status/1586121181123395584)  2022-10-28T22:22Z [----] followers, [--] engagements


"Zim Integrated Shipping reportedly getting acquired by Hapag-Loyd for around $3 billion. As a long-time shareholder I'm not pleased. This is only a 10% premium to their current $2.7 billion market cap. $ZIM https://en.globes.co.il/en/article-hapag-lloyd-fimi-to-acquire-zim-for-over-3b-1001535019 https://en.globes.co.il/en/article-hapag-lloyd-fimi-to-acquire-zim-for-over-3b-1001535019"  
[X Link](https://x.com/BryanSmithRISI/status/2023134775054368821)  2026-02-15T20:38Z [----] followers, [---] engagements


"Eden Hazard confirmed in the post-match interview he's leaving. No surprise but sad nonetheless. #ChelseaFC"  
[X Link](https://x.com/anyuser/status/1133845243122601984)  2019-05-29T21:19Z [----] followers, [--] engagements


"Enjoying coffee from Burundi and researching stocks. #coffee"  
[X Link](https://x.com/anyuser/status/1373401267951706113)  2021-03-20T22:29Z [----] followers, [--] engagements


"I'm polling US pulp markets through Friday at 12:30pm PST / 3:30pm EST. #pulp"  
[X Link](https://x.com/anyuser/status/1425247876318253066)  2021-08-11T00:09Z [----] followers, [--] engagements


"West Fraser reduced output at its British Columbia SPF US South SYP North American OSB and Canadian plywood facilities by 5-10% due to wildfires in BC slowing orders and high inventory levels. Press release: $WFG https://www.westfraser.com/investors/news/news-releases/west-fraser-declares-dividend-and-provides-operational-update https://www.westfraser.com/investors/news/news-releases/west-fraser-declares-dividend-and-provides-operational-update"  
[X Link](https://x.com/BryanSmithRISI/status/1435751507840811009)  2021-09-08T23:46Z [----] followers, [--] engagements


"Bought more AST SpaceMobile at $6.50. $ASTS"  
[X Link](https://x.com/anyuser/status/1481817964970053633)  2022-01-14T02:38Z [----] followers, [--] engagements


"With midterm elections on tap here comes the "inflation is good" propaganda. Flag Fortune for misinformation and shadow ban Twitter for amplifying this nonsense. #inflation #economy Not only are you paying more for stuff than a year ago but inflation continues to devastate the stock market too. But higher inflation can also be good. How 🧵 https://t.co/rGgM4GPwtR https://t.co/bTj1TPYdOp Not only are you paying more for stuff than a year ago but inflation continues to devastate the stock market too. But higher inflation can also be good. How 🧵 https://t.co/rGgM4GPwtR https://t.co/bTj1TPYdOp"  
[X Link](https://x.com/BryanSmithRISI/status/1572356393658884096)  2022-09-20T22:45Z [----] followers, [--] engagements


"Looks fairly congested outside the Port of Oakland with vessels waiting. This is bullish. $ZIM $SBLK $DSX $FRO"  
[X Link](https://x.com/anyuser/status/1814090561609248949)  2024-07-19T00:11Z [----] followers, [----] engagements


"As the memory shortage continues hyperscalers will request more custom chips and AI accelerators to help bridge a speed gap. This is exactly what Marvell Technology provides so I'm adding to shares. $MRVL"  
[X Link](https://x.com/BryanSmithRISI/status/2016666365030257099)  2026-01-29T00:15Z [----] followers, [---] engagements


"Breaking: Swedish pulp producer SCA announced that it will increase NBSK pulp prices by $100 per tonne to a $1710 per tonne list in Europe effective with March deliveries. #pulp #Europe"  
[X Link](https://x.com/BryanSmithRISI/status/2022397724222722463)  2026-02-13T19:49Z [----] followers, [---] engagements


"@kenradio there are people who think there's more than one true Captain"  
[X Link](https://x.com/anyuser/status/842458538190364672)  2017-03-16T19:32Z [----] followers, [--] engagements


"@CristinaNcl I'd rather see him sidelined than go on court and get whacked by lesser players. Best to fully recover and come back at 100%"  
[X Link](https://x.com/anyuser/status/889550827538456576)  2017-07-24T18:20Z [----] followers, [--] engagements


"@MiamiOpen @HardRockStadium You posted this [--] hour ago yet almost simultaneously my TL said: "According to reliable sources an announcement is brewing that the Miami Open is officially off." 😬"  
[X Link](https://x.com/anyuser/status/1237845639364395010)  2020-03-11T20:59Z [----] followers, [--] engagements


"West Fraser just announced an increase in its quarterly dividend to C$0.25 per share and that it plans to purchase up to [-------] of its common shares. $WFG Investor Relations statement: https://www.westfraser.com/investors/news/news-releases/west-fraser-increases-dividend-and-share-buyback-authorization https://www.westfraser.com/investors/news/news-releases/west-fraser-increases-dividend-and-share-buyback-authorization"  
[X Link](https://x.com/BryanSmithRISI/status/1402419345695772672)  2021-06-09T00:16Z [----] followers, [--] engagements


"@aht_rob I invested several weeks ago after a lot of due diligence and strongly believing in your firm's comeback. Glad to see so many others have jumped aboard. $AHT 🚀"  
[X Link](https://x.com/anyuser/status/1402766662588239877)  2021-06-09T23:16Z [----] followers, [--] engagements


"My wife and I are at @delcoronado our favorite hotel worldwide. ✌"  
[X Link](https://x.com/anyuser/status/1574996222728732672)  2022-09-28T05:35Z [----] followers, [--] engagements


"Anyone remember Grigor's Bulgarian fans chanting nonstop at last year's Australian Open Get ready Melbourne. 🤣 https://x.com/AustralianOpen/status/942657987629293568 .@GrigorDimitrov spent [----] reaching new heights. And has no plans on slowing down anytime soon. https://t.co/XFv79RiUG1 #AusOpen https://t.co/6o3qFggL6D https://x.com/AustralianOpen/status/942657987629293568 .@GrigorDimitrov spent [----] reaching new heights. And has no plans on slowing down anytime soon. https://t.co/XFv79RiUG1 #AusOpen https://t.co/6o3qFggL6D"  
[X Link](https://x.com/BryanSmithRISI/status/943216086144577536)  2017-12-19T20:26Z [----] followers, [--] engagements


"Took profits on Super Micro Computer and exited well before their earnings. It's been a profitable and volatile trade. I may re-enter for a third time in a year if it declines enough. $SMCI Super Micro Computer Tanks After Missing Across The Board https://t.co/FPLzIvMM30 $SMCI Super Micro Computer Tanks After Missing Across The Board https://t.co/FPLzIvMM30 $SMCI"  
[X Link](https://x.com/BryanSmithRISI/status/1952866477792739530)  2025-08-05T22:57Z [----] followers, [---] engagements


"Suzano announced a $20 per tonne price hike on BEK to Asia. Brazilian firm didn't state a new price level but contacts mostly cite current BEK prices in China at $500 net CIF. #China #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/1955019374898843962)  2025-08-11T21:31Z [----] followers, [---] engagements


"Despite fresh hikes from Suzano and APP Chinese players are not bullish about near-term supply. That's because BHK availability could rise as Shandong Chenming resumes operations in China. Fastmarkets story: #Pulp https://dashboard.fastmarkets.com/launchurl=/a/RA244049 https://dashboard.fastmarkets.com/launchurl=/a/RA244049"  
[X Link](https://x.com/BryanSmithRISI/status/1955023958501449987)  2025-08-11T21:50Z [----] followers, [---] engagements


"Headline CPI 2.7% vs 2.8% expected. A September 17th interest rate cut is virtually guaranteed. The upcoming jobs report will help determine whether it's a [---] or [----] cut. IMO. #CPI NEW: Consumer prices rose 2.7% in July compared to a year ago clocking in lower than economists expected. The reading defied fears of further price increases as a result of President Trump's tariffs. https://t.co/LkRtX1gLlE NEW: Consumer prices rose 2.7% in July compared to a year ago clocking in lower than economists expected. The reading defied fears of further price increases as a result of President Trump's"  
[X Link](https://x.com/BryanSmithRISI/status/1955321579551985763)  2025-08-12T17:32Z [----] followers, [---] engagements


"ONsemi and STMicroelectronics focus on the automotive and industrial sectors. We could see a pivot from Texas Instruments' semiconductors to theirs. IMO. $ON $STM Texas Instruments notified clients of 30% price hikes on over [-----] chips or 40% of all products for industrial control automotive electronics consumer electronics communications equipment and more shocking the industry media report noting the price increases will Texas Instruments notified clients of 30% price hikes on over [-----] chips or 40% of all products for industrial control automotive electronics consumer electronics"  
[X Link](https://x.com/BryanSmithRISI/status/1955342117255172164)  2025-08-12T18:54Z [----] followers, [---] engagements


"@gurgavin Speculation is it's an industrial company so I'll go with Barrick Mining. Buffet used to hold a lot of shares and it's still undervalued with gold at record highs. $B"  
[X Link](https://x.com/BryanSmithRISI/status/1956057609448075612)  2025-08-14T18:17Z [----] followers, [---] engagements


"The survey for mid-month US market pulp prices will close on Friday Aug. [--] at 12pm PST / 3pm EST. #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/1956058190736711809)  2025-08-14T18:19Z [----] followers, [---] engagements


"@giginator_ Mike Henry is one of the smartest and well-spoken executives in mining. IMO. $BHP"  
[X Link](https://x.com/BryanSmithRISI/status/1958364808430158266)  2025-08-21T03:05Z [----] followers, [--] engagements


"International Paper announced it has a definitive agreement with American Industrial Partners to sell its Global Cellulose Fibers (GCF) business for $1.5 billion in cash and preferred stock. $IP #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/1958570336460665048)  2025-08-21T16:42Z [----] followers, [---] engagements


"Suzano the worlds largest BEK pulp producer has begun announcing to customers that it plans to hike prices $20-80 per tonne industry contacts informed Fastmarkets"  
[X Link](https://x.com/BryanSmithRISI/status/1958674913856037162)  2025-08-21T23:37Z [----] followers, [---] engagements


"Serena Williams is endorsing a fake Ozempic made by a "compounder." Novo Nordisk invented this breakthrough medicine others are committing trademark infringement. $NVO Slimmed-down Serena Williams becomes new spokeswoman for skinny jab brand after revealing she used the medication to drop 31lbs https://t.co/pXUBMJhOdz Slimmed-down Serena Williams becomes new spokeswoman for skinny jab brand after revealing she used the medication to drop 31lbs https://t.co/pXUBMJhOdz"  
[X Link](https://x.com/BryanSmithRISI/status/1959044026868597147)  2025-08-23T00:04Z [----] followers, [---] engagements


"All eyes on Frontline next week. 😉 $FRO All eyes on Nvidia next week: $NVDA $SNOW $CRWD $HPQ $PDD $OKTA $MDB $NCNO $BOX $PVH $TUYA $OOMA $JOYY $KSS $ANF $PHG $SJM $DCI $WSM $RY $REX $FIVE $VEEV $NTNX $URBN $NTAP $PSTG $A $COO $BBY $CM $DG $DKS $TD $BURL $BBWI $MRVL $DELL $ESTC $ULTA $S $IREN $GPS $AFRM $AMBA $ADSK https://t.co/72cBbJjH3m All eyes on Nvidia next week: $NVDA $SNOW $CRWD $HPQ $PDD $OKTA $MDB $NCNO $BOX $PVH $TUYA $OOMA $JOYY $KSS $ANF $PHG $SJM $DCI $WSM $RY $REX $FIVE $VEEV $NTNX $URBN $NTAP $PSTG $A $COO $BBY $CM $DG $DKS $TD $BURL $BBWI $MRVL $DELL $ESTC $ULTA $S $IREN $GPS"  
[X Link](https://x.com/BryanSmithRISI/status/1959281826876576187)  2025-08-23T15:49Z [----] followers, [---] engagements


"Once concluded the $1.5B deal will mark International Paper's exit from the global pulp market. Here's my in-depth coverage for Pulp & Paper Week: $IP #pulp https://dashboard.fastmarkets.com/launchurl=/a/RA244385 https://dashboard.fastmarkets.com/launchurl=/a/RA244385"  
[X Link](https://x.com/BryanSmithRISI/status/1960142223598887224)  2025-08-26T00:48Z [----] followers, [---] engagements


"Global market pulp producer inventories increased to [--] days of supply in July rising [--] day of stock and reversing a 1-day decline in June. July inventories rose as shipments posted a 6.7% decline. #pulp #statistics"  
[X Link](https://x.com/BryanSmithRISI/status/1960853936862322777)  2025-08-27T23:56Z [----] followers, [---] engagements


"Potash has been added to the critical minerals list. This is bullish for American producer Mosaic. IMO. $MOS https://www.dtnpf.com/agriculture/web/ag/crops/article/2025/09/05/potash-added-critical-mineral-list-2 https://www.dtnpf.com/agriculture/web/ag/crops/article/2025/09/05/potash-added-critical-mineral-list-2"  
[X Link](https://x.com/BryanSmithRISI/status/1964748563516395995)  2025-09-07T17:52Z [----] followers, [---] engagements


"Kaz's compensation is entirely performance-based with a target price of $33 per share. Scoring the former COO of Shopify is a coup for Opendoor. This is bullish. $OPEN $SHOP $OPEN New Opendoor CEO compensation details. TLDR; Kaz will receive base salary of $1 and 82M shares over the next 5yrs if the stock price reaches all its targets up to $33. That is $2.6B+ of compensation at a market cap of $24B. https://t.co/IoTIGesDLl $OPEN New Opendoor CEO compensation details. TLDR; Kaz will receive base salary of $1 and 82M shares over the next 5yrs if the stock price reaches all its targets up to"  
[X Link](https://x.com/BryanSmithRISI/status/1966190435350753540)  2025-09-11T17:21Z [----] followers, [----] engagements


"Barrick Mining's exploration remains second to none. Fourmile now expected to become a top [--] gold miner worldwide is a generational discovery. This is bullish. $B $GOLD https://m.miningweekly.com/article/barrick-declares-nevadas-fourmile-among-centurys-biggest-gold-discoveries-2025-09-16 https://m.miningweekly.com/article/barrick-declares-nevadas-fourmile-among-centurys-biggest-gold-discoveries-2025-09-16"  
[X Link](https://x.com/BryanSmithRISI/status/1968368618800038010)  2025-09-17T17:37Z [----] followers, [---] engagements


"Suzano the worlds largest BEK pulp producer announced to clients it will increase prices by $20-50/tonne effective with October sales industry contacts told Fastmarkets. #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/1969121253819564080)  2025-09-19T19:27Z [----] followers, [---] engagements


"Barrick Mining ripped 10% today to $33 per share. That's a [----] year high and its highest price since February [----]. Congrats to fellow long-term shareholders. $B 💪"  
[X Link](https://x.com/BryanSmithRISI/status/1969149034460791290)  2025-09-19T21:18Z [----] followers, [---] engagements


"@dragosgrozavu Yes. Suzano will attempt back to back hikes"  
[X Link](https://x.com/BryanSmithRISI/status/1971074840502338049)  2025-09-25T04:50Z [----] followers, [--] engagements


"@teechongyen $SOC has never posted any revenues and is burning hundreds of millions of dollars"  
[X Link](https://x.com/BryanSmithRISI/status/1972145756305011063)  2025-09-28T03:46Z [----] followers, [----] engagements


"I am bullish copper and substantially invested in producers Barrick Mining and Vale. But I won't buy the Freeport dip due to Grasberg liabilities noted here. $B $VALE $FCX"  
[X Link](https://x.com/BryanSmithRISI/status/1972147528624935167)  2025-09-28T03:53Z [----] followers, [---] engagements


"American firms like Nvidia and AMD design chips but have them manufactured in Taiwan. This story underscores the outsized risk of having so much chipmaking capacity in Taiwan. $NVDA $AMD $GFS https://finance.yahoo.com/news/u-treasury-secretary-calls-taiwan-154052925.html https://finance.yahoo.com/news/u-treasury-secretary-calls-taiwan-154052925.html"  
[X Link](https://x.com/BryanSmithRISI/status/1972373162232000544)  2025-09-28T18:49Z [----] followers, [---] engagements


"Over the past two days I closed September global pulp price surveys covering US contract and spot markets (all grades) and certain export NBSK and fluff prices to Europe China Japan and South Korea. New prices are here: #pulp https://dashboard.fastmarkets.com https://dashboard.fastmarkets.com"  
[X Link](https://x.com/BryanSmithRISI/status/1973131625207832998)  2025-09-30T21:03Z [----] followers, [---] engagements


"Nike CEO Elliott Hill is executing a fine turnaround emphasizing sports and undoing the damage caused by his predecessor John Donahoe. I expected a [----] rebound yet Nike just posted a double beat. 💪 $NKE Nike CEO John Donahoe is retiring You know you ran a company into the ground when the stock rips 7% after your departure is announced. 😅 $NKE https://t.co/52kMJ1kMz3 Nike CEO John Donahoe is retiring You know you ran a company into the ground when the stock rips 7% after your departure is announced. 😅 $NKE https://t.co/52kMJ1kMz3"  
[X Link](https://x.com/BryanSmithRISI/status/1973172315178541266)  2025-09-30T23:45Z [----] followers, [---] engagements


"Irving Pulp & Paper inks C$660 million loan with The Canada Infrastructure Bank for pulp mill modernization in New Brunswick Canada. C$1.5 billion project increases capacity with a new recovery boiler steam turbine and generator producing up to 145MW of renewable energy. #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/1973531735481831753)  2025-10-01T23:33Z [----] followers, [---] engagements


"With gold prices eclipsing $4000 per ounce for the first time and the abrupt departure of CEO Mark Bristow this is an interesting story on where Barrick Mining is at. $B $GOLD https://www.mining.com/barrick-ceo-change-could-trigger-asset-sales-takeover-analysts/ https://www.mining.com/barrick-ceo-change-could-trigger-asset-sales-takeover-analysts/"  
[X Link](https://x.com/BryanSmithRISI/status/1976005427914736022)  2025-10-08T19:23Z [----] followers, [---] engagements


"@danielbraden18 @christankerfund Two weeks let's go 😅 $ZIM"  
[X Link](https://x.com/BryanSmithRISI/status/1976005738066821206)  2025-10-08T19:24Z [----] followers, [---] engagements


"Warning: Hackers breach [--] million credit and debit card accounts at Target. TJ Maxx and Marshall's 45.7M cards @AP http://t.co/IBZYIrO5AN http://bigstory.ap.org/article/target-40m-accounts-may-be-involved-breach http://bigstory.ap.org/article/target-40m-accounts-may-be-involved-breach"  
[X Link](https://x.com/BryanSmithRISI/status/413734682329497600)  2013-12-19T18:16Z [----] followers, [--] engagements


"For those who missed my Wednesday night report Arauco announced #pulp prices in turbulent Chinese market: http://t.co/NB7npmrBWe http://www.risiinfo.com/content-gateway/pulpandpaper/news/After-40tonne-drop-in-July-Arauco-sets-additional-10tonne-decline-on-bleached-radiata-pine-effective-with-August-shipments.html http://www.risiinfo.com/content-gateway/pulpandpaper/news/After-40tonne-drop-in-July-Arauco-sets-additional-10tonne-decline-on-bleached-radiata-pine-effective-with-August-shipments.html"  
[X Link](https://x.com/BryanSmithRISI/status/624637259480850433)  2015-07-24T17:48Z [----] followers, [--] engagements


"Liquid packaging sale excludes NORPAC @Weyerhaeuser and Nippon newsprint & hi-brites JV at Longview WA @marissaluck7 reports. $WY #LastRT"  
[X Link](https://x.com/BryanSmithRISI/status/743514477744664576)  2016-06-16T18:43Z [----] followers, [--] engagements


"ICYMI: Sources told me Friday International Paper hiked May [--] fluff pulp prices $40/tonne in US Europe. @risiinfo http://www.risiinfo.com/content-gateway/pulpandpaper/news/international-paper-to-hike-may-1-fluff-pulp-prices-40tonne-in-the-usa-europe156950.htmlindustryId=21 http://www.risiinfo.com/content-gateway/pulpandpaper/news/international-paper-to-hike-may-1-fluff-pulp-prices-40tonne-in-the-usa-europe156950.htmlindustryId=21"  
[X Link](https://x.com/BryanSmithRISI/status/854123870944509953)  2017-04-18T00:06Z [----] followers, [--] engagements


"International Paper and Rayonier pulp mills shut. Map of region's pulp & paper mills. #Irma $IP $RYAM https://www.risiinfo.com/ic/news/pulpandpaper/two-international-paper-mills-in-georgia-idled-by-irma-as-well-as-five-box-plants-in-region-161803.html https://www.risiinfo.com/ic/news/pulpandpaper/two-international-paper-mills-in-georgia-idled-by-irma-as-well-as-five-box-plants-in-region-161803.html"  
[X Link](https://x.com/BryanSmithRISI/status/908377147693137920)  2017-09-14T17:09Z [----] followers, [--] engagements


"Two of my parents' friends from Paradise who'd been listed as missing have been found one of them just last night. Good news can still come out of this. #CampFire The death toll from the massive wildfire in Northern California dubbed the #CampFire has climbed to [--] while nearly [----] names were still listed as missing according to local authorities https://t.co/sDLxoy2tpd The death toll from the massive wildfire in Northern California dubbed the #CampFire has climbed to [--] while nearly [----] names were still listed as missing according to local authorities https://t.co/sDLxoy2tpd"  
[X Link](https://x.com/BryanSmithRISI/status/1064654490563862528)  2018-11-19T22:59Z [----] followers, [--] engagements


"@ATP_Tour Nicolas Almagro"  
[X Link](https://x.com/BryanSmithRISI/status/1144010799708561408)  2019-06-26T22:33Z [----] followers, [--] engagements


"@TheBubbleBubble Yes. I was up analyzing market and pandemic scenarios at 3am today. Not a healthy way to navigate through this. 🙄"  
[X Link](https://x.com/BryanSmithRISI/status/1239274476958695427)  2020-03-15T19:37Z [----] followers, [--] engagements


"West Fraser just announced 2Q [----] results and they crushed it. The lumber and pulp producer's 2Q sales increased 61% to $3.779 billion. Earnings soared to $1.488 billion up 124% vs 1Q. Analyst Call is July [--] at 8:30am PST. $WFG https://www.westfraser.com/investors/news/news-releases/west-fraser-announces-2021-second-quarter-results-and-2021-virtual-investor-event https://www.westfraser.com/investors/news/news-releases/west-fraser-announces-2021-second-quarter-results-and-2021-virtual-investor-event"  
[X Link](https://x.com/BryanSmithRISI/status/1420513643989331975)  2021-07-28T22:36Z [----] followers, [--] engagements


"@stocksandbjj Entered $SUNL a couple weeks ago at $5.20 and added below $5 today. Good mid-term play it'll break $10. IMO"  
[X Link](https://x.com/BryanSmithRISI/status/1448067545278332930)  2021-10-12T23:26Z [----] followers, [--] engagements


"Added to my AST SpaceMobile Virgin Galactic and Palantir Technologies holdings today. Missed the lowest prices on Friday but these are still exceptional bargains. IMO. $ASTS $SPCE $PLTR"  
[X Link](https://x.com/BryanSmithRISI/status/1488641221471858688)  2022-02-01T22:31Z [----] followers, [--] engagements


"@ben_furtagraphy @thatl0calguy LOL. Anyone who's been to California knows there's no way in hell this is Sacramento"  
[X Link](https://x.com/BryanSmithRISI/status/1496279547767103490)  2022-02-23T00:23Z [----] followers, [--] engagements


"Breaking: The biggest price increase in global pulp markets of [----] is now circulating in China. Story coming. #pulp"  
[X Link](https://x.com/BryanSmithRISI/status/1503838963982692353)  2022-03-15T21:02Z [----] followers, [--] engagements


"Holding my shares of Barrick Gold even if the stock market broadly craters. $GOLD Gold seems to be the winner respondents were correct. https://t.co/Hh2Jgsin90 Gold seems to be the winner respondents were correct. https://t.co/Hh2Jgsin90"  
[X Link](https://x.com/BryanSmithRISI/status/1520219881953628160)  2022-04-30T01:53Z [----] followers, [--] engagements


"@SelfMadeMastery Here in the USA we still have a vaccine mandate for incoming non-US citizens at the airport. Americans have no such limitations. This doesn't "follow the science" but it's the current policy"  
[X Link](https://x.com/BryanSmithRISI/status/1599911422410227712)  2022-12-05T23:39Z [----] followers, [--] engagements


"@spacanpanman @steve_larrison Sorry to hear about Steve. We didn't always agree but he was a passionate supporter of the space economy and a thoughtful investor. RIP"  
[X Link](https://x.com/BryanSmithRISI/status/1629273654293921793)  2023-02-25T00:14Z [----] followers, [---] engagements


"This affirms the technology works eliminating the major downside risk to AST Space Mobile. IMO. $ASTS https://finance.yahoo.com/news/ast-spacemobile-makes-history-cellular-120000201.html https://finance.yahoo.com/news/ast-spacemobile-makes-history-cellular-120000201.html"  
[X Link](https://x.com/BryanSmithRISI/status/1650922489923641344)  2023-04-25T17:59Z [----] followers, [----] engagements


"As weak demand forces US pulp prices down $50-85/tonne in biggest decline of the year International Paper curtails [------] tons on "economic" downtime. My Pulp & Paper Week story: $IP #pulp"  
[X Link](https://x.com/anyuser/status/1653914963965280257)  2023-05-04T00:10Z [----] followers, [----] engagements


"@NewsLambert I don't think people have accounted for the economic turmoil the commercial real estate bust is going to leave in its wake. WFH and the exodus from offices is a permanent generational change"  
[X Link](https://x.com/BryanSmithRISI/status/1661864359801548801)  2023-05-25T22:38Z [----] followers, [----] engagements


"Global pulp producer inventories surged [------] tonnes in April to reach an all-time high. But in China Suzano and Arauco hiked BEK prices $30/tonne. My Pulp & Paper Week story: #China #pulp https://www.risiinfo.com/ic/news/pulpandpaper/global-pulp-producer-stocks-up-535-000-tonnes-to-all-time-high-suzano-arauco-hike-china-bek-30226321.htmlcatId=57&industryId=21&productId=9914&source=email_cz&mkt_tok=OTMwLVlTTi0zNDIAAAGMEUxQxeMJY1wjg7-Jvfg-VIvjfHMTTa_u_TTX8VpL987XwrG3-OXHEzxeWWssiCr0WtLXPNVipNCA1mWdQIgprzzeSSWBpEGG1IoQi07osQ"  
[X Link](https://x.com/BryanSmithRISI/status/1664025383329746944)  2023-05-31T21:45Z [----] followers, [----] engagements


"International Paper just declared a $0.4625/share quarterly dividend. Ex-dividend date is Aug. [--] and pays on Sept. [--]. Based on today's share price this represents a 5.84% annual yield. $IP"  
[X Link](https://x.com/anyuser/status/1678882189252100096)  2023-07-11T21:41Z [----] followers, [---] engagements


"AST SpaceMobile shareholders in [----]. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1714079784727429147)  2023-10-17T00:44Z [----] followers, [----] engagements


"AST Space Mobile should have floated the Google / AT&T / Vodafone funding for 1-2 days before the $100M share offering. Their media savvy was once again horrible and shareholders got punished. $ASTS"  
[X Link](https://x.com/anyuser/status/1748157908603572539)  2024-01-19T01:38Z [----] followers, [----] engagements


"US NBSK and BEK pulp prices surge $80/tonne in tighter-than-expected market. Meantime Finland's port strike marks the latest blow to NBSK supplies. My Pulp & Paper Week story: #pulp https://www.risiinfo.com/ic/news/pulpandpaper/us-nbsk-bek-pulp-surge-80-on-tighter-than-expected-market-finland-port-strike-latest-blow-to-nbsk-supplies232861.html https://x.com/bcbusiness/status/1549529898321977344/photo/1 https://www.risiinfo.com/ic/news/pulpandpaper/us-nbsk-bek-pulp-surge-80-on-tighter-than-expected-market-finland-port-strike-latest-blow-to-nbsk-supplies232861.html"  
[X Link](https://x.com/anyuser/status/1769834507270566105)  2024-03-18T21:13Z [----] followers, [----] engagements


"Breaking: Alberta-Pacific has announced a $100/tonne price increase on NBHK pulp to customers in North America effective April [--]. My Fastmarkets story: #pulp https://www.risiinfo.com/ic/news/pulpandpaper/alberta-pacific-slates-100-tonne-increase-on-nbhk-pulp-in-north-america-effective-april-1233069.html https://www.risiinfo.com/ic/news/pulpandpaper/alberta-pacific-slates-100-tonne-increase-on-nbhk-pulp-in-north-america-effective-april-1233069.html"  
[X Link](https://x.com/BryanSmithRISI/status/1772403191310655798)  2024-03-25T23:20Z [----] followers, [---] engagements


"Who else bought the Zim Integrated Shipping dip $ZIM Overall for March the top [--] major US Shipping Winners and Losers: $NMM +27% $GLNG +14% $SHIP +11% $ZIM -19% $PANL -17% $KNOP -13% Overall for March the top [--] major US Shipping Winners and Losers: $NMM +27% $GLNG +14% $SHIP +11% $ZIM -19% $PANL -17% $KNOP -13%"  
[X Link](https://x.com/BryanSmithRISI/status/1773817406961705377)  2024-03-29T21:00Z [----] followers, [----] engagements


"Me re-entering New Fortress Energy below $26/share. $NFE"  
[X Link](https://x.com/anyuser/status/1787632687211299035)  2024-05-06T23:56Z [----] followers, [----] engagements


"US NBSK SBSK pulp spot markets gain $15-20/tonne touching 17-month highs. BHK edges up $10/tonne. My Fastmarkets story: #pulp https://www.risiinfo.com/ic/news/marketprices/us-nbsk-sbsk-pulp-spot-markets-gain-15-20-tonne-touching-17-month-highs-bhk-edges-up-10-tonne234665.html https://www.risiinfo.com/ic/news/marketprices/us-nbsk-sbsk-pulp-spot-markets-gain-15-20-tonne-touching-17-month-highs-bhk-edges-up-10-tonne234665.html"  
[X Link](https://x.com/BryanSmithRISI/status/1798600183149998299)  2024-06-06T06:17Z [----] followers, [---] engagements


"Phillips [--] closure of two refineries in Los Angeles will reportedly increase import demand by [------] barrels per day. This is bullish for tankers. $FRO $TRMD $NAT https://maritime-executive.com/article/la-refinery-closure-adds-long-haul-demand-for-product-tankers-in-pacific https://maritime-executive.com/article/la-refinery-closure-adds-long-haul-demand-for-product-tankers-in-pacific"  
[X Link](https://x.com/anyuser/status/1848063020464832866)  2024-10-20T18:05Z [----] followers, [----] engagements


"My wife immigrated to America in [----]. Tonight she waited in line for two hours to vote for the first time. #ElectionDay"  
[X Link](https://x.com/BryanSmithRISI/status/1854012149426708604)  2024-11-06T04:05Z [----] followers, [---] engagements


"President Trump just confirmed all Canadian imports get hit with a 25% starting on Tuesday Mar. [--]. Presuming they do pulp prices will surge probably. Some producers are now withholding spot offers waiting for Tuesday because prices may be much higher. #pulp #tariffs"  
[X Link](https://x.com/BryanSmithRISI/status/1895184624512557432)  2025-02-27T18:49Z [----] followers, [----] engagements


"On the eve of Trump's 25% tariffs on Canada and Mexico and 10% on China Extreme Fear has entered the chat. Thus the stock market decided it's a sell everything day"  
[X Link](https://x.com/anyuser/status/1896663025979109437)  2025-03-03T20:44Z [----] followers, 33K engagements


"Fair value if they want to buy out Zim Integrated Shipping. $ZIM Full Article From IBKR: https://t.co/Z3E9TJwwfb Full Article From IBKR: https://t.co/Z3E9TJwwfb"  
[X Link](https://x.com/anyuser/status/1897822082664165627)  2025-03-07T01:30Z [----] followers, [----] engagements


"Oil is obviously on a tear for the next week which is bullish for Devon Energy $DVN Equinor $EQNR etc. The Iran conflict is also reportedly adding to earlier freight rate gains in container and tanker shipping. Bullish $ZIM $FRO $TRMD"  
[X Link](https://x.com/anyuser/status/1934316891717427332)  2025-06-15T18:27Z [----] followers, [----] engagements


"On Monday a $39 million sale led Opendoor stock to reverse. Since then institutional investors have made $21 million and $15 million buys suggesting a second rally is on tap. Stock's up 6% after hours. $OPEN"  
[X Link](https://x.com/anyuser/status/1948179416795738552)  2025-07-24T00:32Z [----] followers, [----] engagements


"@ORTEX So hedge funds are doubling down on their shorts after getting pummeled for a week straight 😅 $AMC"  
[X Link](https://x.com/BryanSmithRISI/status/1400194535183974405)  2021-06-02T20:56Z [----] followers, [--] engagements


"Friendly reminder it's tax loss season. Time to tally up all net profits from [----] trading and dividends and sell an equivalent value of stocks at a loss. This allows you to shore up your brokerage accounts' strength by dumping losers. And dodge capital gains taxes. 😉"  
[X Link](https://x.com/BryanSmithRISI/status/1599918001855528961)  2022-12-06T00:05Z [----] followers, [--] engagements


"China pulp inventories at ports increased to [---] million tonnes in January vs [---] million at "normal levels" according to Goldman Sachs analyst Marcio Farid. January's port stocks in China were up 6% month-over-month. #China #pulp #Statistics"  
[X Link](https://x.com/BryanSmithRISI/status/1622767526831595520)  2023-02-07T01:21Z [----] followers, [----] engagements


"@unusual_whales No surprise since everyone hates the "For You" default"  
[X Link](https://x.com/BryanSmithRISI/status/1640505298795499520)  2023-03-28T00:05Z [----] followers, [----] engagements


"Exited Coinbase now that it's up $131% YTD and the Fed is going to pummel crypto bros. I still like this predictably volatile stock and may rebuy later this year. Used proceeds to buy more shares of MP Materials and Albemarle. $COIN $MP $ALB"  
[X Link](https://x.com/anyuser/status/1677039359160373248)  2023-07-06T19:38Z [----] followers, [----] engagements


"Greetings from San Francisco. We used to stay at the Mark Hopkins for weekend staycations now it's our HQ for out of town visits"  
[X Link](https://x.com/BryanSmithRISI/status/1682976314880593921)  2023-07-23T04:49Z [----] followers, [---] engagements


"Did I say China was hot Chilean producer Arauco announced it'll raise November prices for key pulp grades by $50-80/tonne to China. #China #pulp https://www.risiinfo.com/ic/news/pulpandpaper/arauco-raise-prices-for-key-pulp-grades-by-50-80-per-tonne-for-november-shipments-in-china229575.html https://www.risiinfo.com/ic/news/pulpandpaper/arauco-raise-prices-for-key-pulp-grades-by-50-80-per-tonne-for-november-shipments-in-china229575.html"  
[X Link](https://x.com/BryanSmithRISI/status/1715163559322407396)  2023-10-20T00:30Z [----] followers, [---] engagements


"$ZIM shareholders whenever Houthi militants make an appearance"  
[X Link](https://x.com/BryanSmithRISI/status/1743448014172160175)  2024-01-06T01:42Z [----] followers, [----] engagements


"Meantime New Fortress Energy stock tumbled 14% today on Deutsche Bank's price target cut to $26. Neither of which makes sense. IMO. $NFE $NFE Update: Now operational FLNG [--] expects to deliver its first cargo in August and enter full production thereafter. $700M loan closed for FLNG [--] https://t.co/rqFsND9aGO $NFE Update: Now operational FLNG [--] expects to deliver its first cargo in August and enter full production thereafter. $700M loan closed for FLNG [--] https://t.co/rqFsND9aGO"  
[X Link](https://x.com/BryanSmithRISI/status/1815846488041480207)  2024-07-23T20:28Z [----] followers, [----] engagements


"How it started. How it's going. $ASTS"  
[X Link](https://x.com/BryanSmithRISI/status/1817297012880240890)  2024-07-27T20:32Z [----] followers, [----] engagements


"This is an amazing feat -- transporting goods across oceans. It fuels our global economy and is why I am an investor of $ZIM $FRO $NAT $SBLK $GOGL 💪 It was stated that the footage was recorded under wind force [--] which is more than 100km/hr. https://t.co/sWrV3sow8l It was stated that the footage was recorded under wind force [--] which is more than 100km/hr. https://t.co/sWrV3sow8l"  
[X Link](https://x.com/anyuser/status/1832199527706849684)  2024-09-06T23:29Z [----] followers, [----] engagements


"@danielbraden18 The overall stock market is weak right now but Zim 3Q profits will crush 2Q and they're swimming in cash through year end. Stock should really be at $30 not $17. IMO. $ZIM"  
[X Link](https://x.com/anyuser/status/1832225631154946264)  2024-09-07T01:13Z [----] followers, [---] engagements


"Nike CEO John Donahoe is retiring You know you ran a company into the ground when the stock rips 7% after your departure is announced. 😅 $NKE"  
[X Link](https://x.com/anyuser/status/1836899936723468784)  2024-09-19T22:47Z [----] followers, [----] engagements


"Surcharges of $1500 per TEU announced ahead of possible East Coast port strikes. This is bullish for container shipping lines. $ZIM https://www.seatrade-maritime.com/containers/container-lines-roll-out-us-east-coast-surcharges-as-port-strike-looms https://www.seatrade-maritime.com/containers/container-lines-roll-out-us-east-coast-surcharges-as-port-strike-looms"  
[X Link](https://x.com/BryanSmithRISI/status/1837276054953869659)  2024-09-20T23:42Z [----] followers, [----] engagements


"Barrick Gold is currently below $21 per share. Comically undervalued against a backdrop of record gold prices. $GOLD JUST IN 🚨: Gold hits another all-time high in evening hours trading - absolutely unstoppable https://t.co/eWA9cDNooS JUST IN 🚨: Gold hits another all-time high in evening hours trading - absolutely unstoppable https://t.co/eWA9cDNooS"  
[X Link](https://x.com/anyuser/status/1851470094242652401)  2024-10-30T03:44Z [----] followers, [----] engagements


"In sideline meetings at London Pulp Week sources told me Shandong Chenming was bust and would soon close massive capacity. Those "rumors" were true. The firm is closing [--] million tonnes of pulp and paper capacity. Fastmarkets story: #China #pulp https://www.risiinfo.com/ic/news/marketprices/shandong-chenming-idles-70-p-p-capacity-due-to-huge-debts-65-bank-accounts-frozen238267.html https://www.risiinfo.com/ic/news/marketprices/shandong-chenming-idles-70-p-p-capacity-due-to-huge-debts-65-bank-accounts-frozen238267.html"  
[X Link](https://x.com/anyuser/status/1861135663996797022)  2024-11-25T19:51Z [----] followers, [----] engagements


"During International Pulp Week my wife came to Vancouver for the first time. She attended cocktail parties and met sources I've known for decades. Wishing everyone a safe flight home. 👋"  
[X Link](https://x.com/BryanSmithRISI/status/1931469791971471566)  2025-06-07T21:54Z [----] followers, [---] engagements

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