#  @DavidRamsdenWoo Ram 🇺🇸 Ram 🇺🇸 posts on X about $civi, $sm, $dq, $chrd the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1395059427275808768/interactions)  - [--] Week [-----] +370% - [--] Month [------] +859% - [--] Months [-------] +109% - [--] Year [-------] -97% ### Mentions: [--] [#](/creator/twitter::1395059427275808768/posts_active)  - [--] Week [--] -25% - [--] Month [--] +205% - [--] Months [---] +89% - [--] Year [---] +76% ### Followers: [-----] [#](/creator/twitter::1395059427275808768/followers)  - [--] Week [-----] +0.05% - [--] Month [-----] +0.52% - [--] Months [-----] +10% - [--] Year [-----] +44% ### CreatorRank: undefined [#](/creator/twitter::1395059427275808768/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 30.69% [stocks](/list/stocks) 18.81% [countries](/list/countries) 10.89% [cryptocurrencies](/list/cryptocurrencies) 5.94% [technology brands](/list/technology-brands) 4.95% [celebrities](/list/celebrities) 3.96% [exchanges](/list/exchanges) 0.99% [social networks](/list/social-networks) 0.99% **Social topic influence** [$civi](/topic/$civi) 11.88%, [$sm](/topic/$sm) 10.89%, [$dq](/topic/$dq) #7, [$chrd](/topic/$chrd) 6.93%, [money](/topic/money) 5.94%, [bitcoin](/topic/bitcoin) 4.95%, [if you](/topic/if-you) 3.96%, [$nog](/topic/$nog) 3.96%, [debt](/topic/debt) 2.97%, [investment](/topic/investment) 2.97% **Top accounts mentioned or mentioned by** [@war527](/creator/undefined) [@javierblas](/creator/undefined) [@greyhairopsguy](/creator/undefined) [@zacurate](/creator/undefined) [@fatherdigs](/creator/undefined) [@ekwufinance](/creator/undefined) [@kobeissiletter](/creator/undefined) [@chamath](/creator/undefined) [@samahoole](/creator/undefined) [@gensparkai](/creator/undefined) [@repmikelevin](/creator/undefined) [@mattzeitlin](/creator/undefined) [@karlykingsley](/creator/undefined) [@elonmusk](/creator/undefined) [@amitisinvesting](/creator/undefined) [@denverbitcoin](/creator/undefined) [@andrewgsmith80](/creator/undefined) [@kismet7859](/creator/undefined) [@harryjsisson](/creator/undefined) [@007ofwallst](/creator/undefined) **Top assets mentioned** [Civitas Resources, Inc. (CIVI)](/topic/$civi) [SM Energy Company (SM)](/topic/$sm) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Bitcoin (BTC)](/topic/bitcoin) [Northern Oil and Gas, Inc. (NOG)](/topic/$nog) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Newmont Corporation (NEM)](/topic/$nem) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oxygen (OXY)](/topic/$oxy) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Devon Energy Corp (DVN)](/topic/$dvn) [Crescent Energy Company (CRGY)](/topic/$crgy) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Moderna Inc (MRNA)](/topic/$mrna) [Uber Technologies, Inc. (UBER)](/topic/$uber) [APA Corp (US) (APA)](/topic/$apa) [Strategy (MSTR)](/topic/$mstr) ### Top Social Posts Top posts by engagements in the last [--] hours "@chamath Its all and only about rates to refinance with [--] or [---] year bonds. [--] trillion is a lot of debt to finance. Interest rates matter when it will take [--] years to fix politicians" [X Link](https://x.com/anyuser/status/1908004582141329833) 2025-04-04T03:51Z [----] followers, [----] engagements "And $Civi is no more. Trades [--] mm shares on the final day to $sm [--] mm and no more $Civi tomorrow" [X Link](https://x.com/DavidRamsdenWoo/status/2017005440048226308) 2026-01-29T22:42Z [----] followers, [---] engagements "The @genspark_ai ads are awful. AI is an enhancer - not a way to take a day off" [X Link](https://x.com/DavidRamsdenWoo/status/2020689748214587839) 2026-02-09T02:42Z [----] followers, [---] engagements "@RepMikeLevin @MattZeitlin Im sorry reliable Sir. You arent looking at data. Germany is the best example. California and Colorado as well. You need 100% backup because its not always sunny and windy. The projects dont compete economically (look at bp). Nice post. But factually entirely incorrect" [X Link](https://x.com/DavidRamsdenWoo/status/2021232063374881133) 2026-02-10T14:37Z [----] followers, [---] engagements "$DQ should have been buying shares at $20. Yes. The Chinese are manipulating production to manage prices BUT so does OPEC. Positive earnings cash more than the share price is worth. Management should be buying on weakness. Hard. Not investment advice. https://hottakeoftheday.substack.com/p/the-long-road-to-right https://hottakeoftheday.substack.com/p/the-long-road-to-right" [X Link](https://x.com/DavidRamsdenWoo/status/1992368273539883366) 2025-11-22T23:03Z [----] followers, [----] engagements "@GreyHairOpsGuy @WAR527 Combined would be too big. Ive always believed DVN is the logical roll up of most of the SMIDs. $CTRA in an all stock deal makes a lot of sense as it builds gas exposure and makes DVNs NM position more logical. $PR with $MTDR makes the most sense next" [X Link](https://x.com/DavidRamsdenWoo/status/2011894322963366026) 2026-01-15T20:12Z [----] followers, [---] engagements "Ill tell you why I like $dq. Despite China managing poly prices - the company is profitable again and has $30 per share in cash which exceeds their share price. Solar is required long term globally especially as wind shows itself to be a pretty bad option. And every quarter they make money they should be buying back shares so that it doesnt trade below cash. https://twitter.com/i/web/status/2016143320066752869 https://twitter.com/i/web/status/2016143320066752869" [X Link](https://x.com/DavidRamsdenWoo/status/2016143320066752869) 2026-01-27T13:36Z [----] followers, [---] engagements "We get these weird moves in $dq. But at the core - positive free cash flow is very quarter and a world that needs power isnt a bad thing. But Id sure like to see them buy back the max amount of stock every quarter. When you sit on a cash pile 25% bigger than your shareprice you buy your stock https://twitter.com/i/web/status/2020894079077466602 https://twitter.com/i/web/status/2020894079077466602" [X Link](https://x.com/DavidRamsdenWoo/status/2020894079077466602) 2026-02-09T16:14Z [----] followers, [---] engagements "@JavierBlas When they went all in on wind that was the sign. They should sell bpx and slowly wind down" [X Link](https://x.com/DavidRamsdenWoo/status/2021232236641591332) 2026-02-10T14:38Z [----] followers, [----] engagements "When the market is telling you your business is over you should listen. $DQ has $36/share in cash. Now we have incoming tariffs that will make selling polysilica negative for years. Buy back the stock. Shut down production. Sell the mines. Call it a day. Its not that hard to figure out the business strategy. https://twitter.com/i/web/status/1854148386217439421 https://twitter.com/i/web/status/1854148386217439421" [X Link](https://x.com/DavidRamsdenWoo/status/1854148386217439421) 2024-11-06T13:06Z [----] followers, [----] engagements "Not investing advice but man $MRNA has no business model anymore makes me so happy" [X Link](https://x.com/DavidRamsdenWoo/status/1890370324497117579) 2025-02-14T11:59Z [----] followers, [---] engagements "275000 Bureaucrats Just Got a Pink SlipNow What Washington D.C. just got a seismic shakeup and its not from a policy debate or another confirmation hearing. Its from [------] federal workers suddenly being told thanks for your service now clean out your desk. Thats roughly 12% of the entire federal workforce gone overnight. And heres where it gets interesting: a huge chunk of those were probationary employees meaning they were hired in the last few years and most of them came in under the DEI-heavy hiring push of the previous administration. So not only is this a mass reduction in force but it" [X Link](https://x.com/DavidRamsdenWoo/status/1891149517426438164) 2025-02-16T15:35Z [----] followers, [---] engagements "@karlykingsley Its so short sighted. He is in Florida. Its good for morale. And the president needs protection. He isnt going to be locked in the White House for [--] years. No one will be" [X Link](https://x.com/DavidRamsdenWoo/status/1891258090755899675) 2025-02-16T22:47Z [----] followers, [---] engagements "@elonmusk @amitisinvesting I can visualize you writing this sleeping on the White House floor. You are the best. Go" [X Link](https://x.com/DavidRamsdenWoo/status/1891698718241345610) 2025-02-18T03:58Z [----] followers, [---] engagements "Alright lets cut the legalese and get to the meat of it. Lawyers and judges dont just interpret the lawthey shape it through their biases their politics and their egos. They pick the cases they craft the arguments and the courts well they rule often with the weight of political gravity pulling them in one direction or another. Want proof Lets talk Roe v. Wade a case thats been the nuclear football of American politics for [--] years. But heres the twist: even Ruth Bader Ginsburgyes the Notorious RBG herselfthought Roe was a bad case. Not because she was against abortion rights but because she" [X Link](https://x.com/DavidRamsdenWoo/status/1891837310758682804) 2025-02-18T13:08Z [----] followers, [---] engagements "$dq. Never investment advice because management is horrible. How you have $2.3 b of cash on the balance sheet and trade at 65% of cash value is insane. But . they have $100 mm buyback and volume is strengthening. So hopefully / management has got their heads out of their backsides and have realized cash is ours. Their business needs to cut g&a capacity or just sell out. But cash is king and I want it" [X Link](https://x.com/DavidRamsdenWoo/status/1892366096466137505) 2025-02-20T00:10Z [----] followers, [---] engagements "Interesting. $hims. Not investing advice. The recent FDA announcement resolving the shortage of semaglutide-based medications such as Novo Nordisks Ozempic and Wegovy has significant implications for Hims & Hers Health Inc. During the shortage Hims & Hers offered compounded versions of these GLP-1 drugs which are not FDA-approved but were permissible due to the scarcity of the original medications. With the shortage now resolved the FDA has mandated that compounding of these drugs cease by April [--] for state-licensed pharmacies and physicians and by May [--] for outsourcing facilities. This" [X Link](https://x.com/DavidRamsdenWoo/status/1893025650312912938) 2025-02-21T19:51Z [----] followers, [----] engagements "@zacurate @denverbitcoin Without Elon buying X. Wed be close to [----]. He balanced the playing field and now legacy media is collapsing. Joy Reid out. Rachel Maddow coming " [X Link](https://x.com/DavidRamsdenWoo/status/1894396794744050151) 2025-02-25T14:39Z [----] followers, [--] engagements "The U.S. was isolationsit. Had it not been for Pearl Harbor- they wouldnt have been involved and Germany likely wins. As for the U.S. economy/ because Europe destroyed themselves and the US was basically untouched thats why it raged for [--] years and Europe was a laggard rebuilding instead of growing. This isnt Czech. This isnt isolationism. This is pragmatism against a superpower with nuclear weapons that won a war that shouldnt have started" [X Link](https://x.com/DavidRamsdenWoo/status/1894871492997063036) 2025-02-26T22:05Z [----] followers, [--] engagements "@AndrewGSmith80 @kismet7859 @harryjsisson Started as an engineer in oil and gas. Built a company. Sold it. Retired. Got bored. Now Im in law school full time. What do you do" [X Link](https://x.com/DavidRamsdenWoo/status/1895275065337676068) 2025-02-28T00:49Z [----] followers, [--] engagements "Tell me the bear case for $NEM. Too many years of investing in oil and gas to be fooled by valuations commodity price plays and operational excellence but also. Cant find a reason to own most E&P equities until the momentum on oil and natural gas reflects declining supply and improved profitability. Until then Newmont to $80 Talk me out of it" [X Link](https://x.com/DavidRamsdenWoo/status/1953784778135941247) 2025-08-08T11:46Z [----] followers, [---] engagements "$dq finally management removes their head from their backside marginally to announce a share buyback. When a company trades at less than cash value and their commodity trades at lower than production cost the answer isnt hard. Shut production. Fire staff. Buyback stock. Their lack of talking about the fact that spot polisilica is [----] and well above their cash costs and they are producing more in Q3 is a positive. They should have been buying stock back all year instead of waiting. But here we are. Not investing advice" [X Link](https://x.com/DavidRamsdenWoo/status/1960335852107895021) 2025-08-26T13:37Z [----] followers, [---] engagements "As Ive said for over a year $DQ should have been buying its stock back constantly and at lower levels to defend the share price to match cash levels. If the business couldnt make money / it should have been shut down and mothballed. I remain deeply concerned about Chinese manipulation of poly prices but . if the business can get to zero burn it presumably makes it worth a lot more than cash only. Not investment advice but I do have a lot of it. https://twitter.com/i/web/status/1961834707974516954 https://twitter.com/i/web/status/1961834707974516954" [X Link](https://x.com/DavidRamsdenWoo/status/1961834707974516954) 2025-08-30T16:53Z [----] followers, [--] engagements "@007ofWallSt @wallstengine I think Poly prices are artificially back to $6.50 which if a true measure of transaction prices now means $DQ is profitable. Which means it should trade at cash plus to me thats been the driver of the move. https://www.bernreuter.com/polysilicon/price-trend/ https://www.bernreuter.com/polysilicon/price-trend/" [X Link](https://x.com/DavidRamsdenWoo/status/1963706495222325679) 2025-09-04T20:51Z [----] followers, [--] engagements "$Civi plus $sm Bloomberg rumor . https://hottakeoftheday.substack.com/p/rumor-mill-thursday https://hottakeoftheday.substack.com/p/rumor-mill-thursday" [X Link](https://x.com/DavidRamsdenWoo/status/1976260476485902581) 2025-10-09T12:16Z [----] followers, [---] engagements "Beyond Meat up 10x. Newmont down 15%. The market isnt investing anymoreits karaoke in a casino built by the Fed. https://hottakeoftheday.substack.com/p/beyond-meat-and-the-dream-of-easy https://hottakeoftheday.substack.com/p/beyond-meat-and-the-dream-of-easy" [X Link](https://x.com/DavidRamsdenWoo/status/1981025873428971849) 2025-10-22T15:52Z [----] followers, [---] engagements "@ZmansEnrgyBrain Unless $CIVI sells to $OXY or $SM finally lets $OVV take them I dont know when it would be. And once merged Id roll in $CHRD and ultimately give $DVN the nod to buy the combined entity. No one can be a less than $20b company anymore. Get merging or get dying" [X Link](https://x.com/DavidRamsdenWoo/status/1982388512579256573) 2025-10-26T10:07Z [----] followers, [---] engagements "@chigrl If it isnt a thought partner it definitely has a lot of glitches. If you are engaged and challenging it to test things that arent right its pretty powerful. Inning [--] of this progress will be insane" [X Link](https://x.com/DavidRamsdenWoo/status/1982977962413859215) 2025-10-28T01:09Z [----] followers, [---] engagements "@financialjuice Would love to see the basis of the legal elements" [X Link](https://x.com/DavidRamsdenWoo/status/1984321531091333217) 2025-10-31T18:08Z [----] followers, [---] engagements "What are the chances we see a merger Monday tomorrow" [X Link](https://x.com/DavidRamsdenWoo/status/1985009667559628842) 2025-11-02T15:42Z [----] followers, [----] engagements "@EnergyCredit1 $PSIX comments I know youve been an uber bull. Took a small position. Love your thoughts on the story" [X Link](https://x.com/DavidRamsdenWoo/status/1986598401627332683) 2025-11-07T00:55Z [----] followers, [---] engagements "Have to admit. I love $civi quarterly earnings and think it should be how every company announces. Heres the data. We have nothing else to say. If you dont like it F off. Also helpful their interim CEO gets a wonderful payout for change of control so they are 100% doing this deal without an activist coming in and buying enough shares to block it. Which would be hard. civitaSM is born. $NOG and $CHRD jump in. The water is warm. https://twitter.com/i/web/status/1986607251243811069 https://twitter.com/i/web/status/1986607251243811069" [X Link](https://x.com/DavidRamsdenWoo/status/1986607251243811069) 2025-11-07T01:30Z [----] followers, [----] engagements "@GreyHairOpsGuy She is. Because Wouter makes [--] mm to put a bullet in Civis head. Incentives But I still like it. But Id fire everyone" [X Link](https://x.com/DavidRamsdenWoo/status/1986630871303274932) 2025-11-07T03:04Z [----] followers, [---] engagements "@FatherDigs @GreyHairOpsGuy I was actually thinking merger of unique companies. Chord is still a lot bigger " [X Link](https://x.com/DavidRamsdenWoo/status/1986915784380326276) 2025-11-07T21:56Z [----] followers, [--] engagements "Obvi. Like some AI. Some energy. Some consumer goods. I can see bitcoin at [--] and I can see it at a million. Once one realizes that gold and bitcoin and the almighty dollar just represent a transactional thing the lines blur. At least they have to me. Gold is useless. But if you can make the case for gold you can make it for bitcoin. Its worth a thing because people think its worth a thing" [X Link](https://x.com/DavidRamsdenWoo/status/1987613331851759953) 2025-11-09T20:08Z [----] followers, [--] engagements "@ValueInvest2020 @rubicon59 @SimeonResearch_ Super bad form not to make public" [X Link](https://x.com/DavidRamsdenWoo/status/1987985419309548029) 2025-11-10T20:47Z [----] followers, [---] engagements "I assume its that they pulled things forward and the q3 number was inflated and q1 will be fine. But still brutal. Lucky I have covered calls sold that I expire nov [--] and Ill collect the premium while management remains moronical. You cant not have a call if you arent going to explain what seems obvious" [X Link](https://x.com/DavidRamsdenWoo/status/1987992732682645666) 2025-11-10T21:16Z [----] followers, [---] engagements "@JordanRubi53069 @ImMeme0 Money and job intellectually unemployed with 100k of debt" [X Link](https://x.com/DavidRamsdenWoo/status/1988605328754401664) 2025-11-12T13:50Z [----] followers, [---] engagements "@pulte @yieldsearcher Thats a better idea that the banks will hate" [X Link](https://x.com/DavidRamsdenWoo/status/1988632638920200332) 2025-11-12T15:39Z [----] followers, [---] engagements "Lets call this was it is. A distraction to the issues with the economy. The GDP numbers were always going to be bad. Shows how government spending IS the engine unfortunately. Kevin Hassett director of the National Economic Council said the shutdown led to roughly [-----] job losses outside the federal workforce cost the economy about $15 billion each week totaling around $92 billion and could reduce fourth-quarter GDP by as much as [---] Kevin Hassett director of the National Economic Council said the shutdown led to roughly [-----] job losses outside the federal workforce cost the economy about" [X Link](https://x.com/DavidRamsdenWoo/status/1989130468994994240) 2025-11-14T00:37Z [----] followers, [---] engagements "@ekwufinance But all the conventional at scale is gone from the US. Which is why the U.S. is trying to overthrow the Venezuelan government quietly and get their oil. Thats the solution. And Exxon will be more than happy to develop it all" [X Link](https://x.com/DavidRamsdenWoo/status/1989440546264567833) 2025-11-14T21:09Z [----] followers, [---] engagements "@joeenergy4130 @ekwufinance lol. Rule of law is kind of a concern if you arent US government backed Exxon" [X Link](https://x.com/DavidRamsdenWoo/status/1989469571745812663) 2025-11-14T23:04Z [----] followers, [--] engagements "Brad Pitt and Angelina Jolie would have been offensive to the whole planet if they werent together. Holy God. They are 37/10 each. Their chemistry might break the wiring to my tv" [X Link](https://x.com/DavidRamsdenWoo/status/1990163495070118335) 2025-11-16T21:02Z [----] followers, [---] engagements "Merger Monday $APA tomorrow" [X Link](https://x.com/DavidRamsdenWoo/status/1990236618335367233) 2025-11-17T01:52Z [----] followers, [----] engagements "@WAR527 Its a hyper levered price bet with 20% G&A reduction and firing half of two boards that have proven to be pretty useless. I still want to see $chrd and $nog rolled in in h1 [----]. That would be a great mid cap . Relative to a lot of the garbage out there" [X Link](https://x.com/DavidRamsdenWoo/status/1990871013165265033) 2025-11-18T19:53Z [----] followers, [----] engagements "@FatherDigs @WAR527 SM has a huge non op eagleford as I recall. Makes them a consolidator of all these non op cos with a built in management structure. Ultimately the combined company sells to Devon. Which needs stuff bad " [X Link](https://x.com/DavidRamsdenWoo/status/1990892844756713567) 2025-11-18T21:20Z [----] followers, [---] engagements "$PR is a good example of where it worked. I think assets are the issue and culture issues. Does $crgy want to give up their jobs to Beth. As a shareholder generically - whats best for the company should always win out but when you make a lot of money in salary and bonus it rarely does. I hope Danny Brown is the first to cede his role for the greater good" [X Link](https://x.com/DavidRamsdenWoo/status/1990897122749943824) 2025-11-18T21:37Z [----] followers, [---] engagements "@SamanthaLaDuc There is no way there will be [--] mmbo/d oversupply. IEA has been clueless for years. Now they just want to keep their funding from Trump and he wants low oil prices. So - you say silly things like [--] mmbo/d oversupply" [X Link](https://x.com/DavidRamsdenWoo/status/1991147227033526545) 2025-11-19T14:11Z [----] followers, [---] engagements "@SullyCNBC @PowerLunch What leads what Bitcoin trading like a proxy to nasdaq not currency debasement. But compare bitcoin performance to $nem today . Same play" [X Link](https://x.com/DavidRamsdenWoo/status/1991570773702766897) 2025-11-20T18:14Z [----] followers, [---] engagements "@JavierBlas At $125. Sure. At $60. No chance. US will be at [--] mmbo/d before they solve the RF change. The rock is tight and fractured to heck. Easy to say - really really really hard to do" [X Link](https://x.com/DavidRamsdenWoo/status/1991936708569669692) 2025-11-21T18:28Z [----] followers, [---] engagements "Peter. With all due respect - $MSTR is a hyper leverage way to play bitcoin. It if falls he pays back debt with shares. But the bitcoins wont be sold. So - focusing on bitcoin through the lens of Saylor doesnt make a lot of sense. Gold and bitcoin are the same. No practical use - has value because it is ascribed value" [X Link](https://x.com/DavidRamsdenWoo/status/1992257990741893428) 2025-11-22T15:44Z [----] followers, [---] engagements "@andrew1corpora1 It ran hard from [--] is one. Two. Analysts still giving a [--] price target. And [--]. [--] was pretty appealing given the pain so could have seen some profit taking. No news so just volatility" [X Link](https://x.com/DavidRamsdenWoo/status/1992956337572176309) 2025-11-24T13:59Z [----] followers, [--] engagements "@LilLexDiamonds Wrong power solutions. Not $psix" [X Link](https://x.com/DavidRamsdenWoo/status/1993339909772656762) 2025-11-25T15:24Z [----] followers, [---] engagements "Real estate adventure [--] for me is ongoing in Dillon CO. Bought a condo that hadnt been touched since the 70s in a phenomenal building with some parters and we are rehabbing to rent/sell. Vail is 3x the price for smaller. With no mark to market I can act like a PE guy and say we are killing it so far Step one- demo the rest. Holy cow Im tired" [X Link](https://x.com/DavidRamsdenWoo/status/1993354164563591509) 2025-11-25T16:20Z [----] followers, 61.8K engagements "My [--] year old thinks XRP will take over the world. Hes done a lot of research. As a result of his age and even his though I live him very much he hasnt failed enough so I regret XRP and entirely. Its not taking over the world. Bitcoin is a different thing. But it trades like a tech sentiment now. So even though I own a little of it - its not gold. Yet. Its only gold - as my ex partner says - when its fully adopted. Those who buy it today bet it will be adopted at some point. If you dont own it - its because you dont believe it will ever be a store of value. I think both views are reasonable." [X Link](https://x.com/DavidRamsdenWoo/status/1995679725533233553) 2025-12-02T02:21Z [----] followers, [--] engagements "@NukeTheWhales5 Its either a zero or a million a coin. I truly dont know which. But in one I lose 100% and the other I make 600%. So the math maths. In a small portion" [X Link](https://x.com/DavidRamsdenWoo/status/1995684367226863642) 2025-12-02T02:40Z [----] followers, [--] engagements "@pickeringenergy This is them placating Trump until the data wont support it. [----] [----] and Exxon wants deals in Venezuela post coup. Never before has it paid to kick the can on economics and say what the President wants to hear" [X Link](https://x.com/DavidRamsdenWoo/status/1998420278448467970) 2025-12-09T15:51Z [----] followers, [---] engagements "Not good. Sometimes you have to walk things back. REPORTER: Do you stand by your Truth Social post about Rob Reiner TRUMP: "I wasn't a fan of his at all. He was a deranged person as far as Trump is concerned.He became like a deranged person.I thought he was very bad for our country." https://t.co/qDcueTGORK REPORTER: Do you stand by your Truth Social post about Rob Reiner TRUMP: "I wasn't a fan of his at all. He was a deranged person as far as Trump is concerned.He became like a deranged person.I thought he was very bad for our country." https://t.co/qDcueTGORK" [X Link](https://x.com/DavidRamsdenWoo/status/2000755820171088001) 2025-12-16T02:32Z [----] followers, [---] engagements "@OilHeadlineNews That was obvious . Give itto Chevron as compensation to the theft of Venezuela and then have them keep drilling us producers into oblivion. Bearish mid cap" [X Link](https://x.com/DavidRamsdenWoo/status/2003321883127873716) 2025-12-23T04:28Z [----] followers, [---] engagements "The step up in basis for capital gains in stocks is the single dumbest tax policy in U.S. history. Its illogical. Every estate should pay the taxes they owe. Then everything else should be passed on. The only thing that makes sense is a primary property where the kids elect to live after death" [X Link](https://x.com/DavidRamsdenWoo/status/2003503314403774879) 2025-12-23T16:29Z [----] followers, [----] engagements "Oil. Ive quit. https://hottakeoftheday.substack.com/p/i-got-oil-wrong-in-2025-not-a-little https://hottakeoftheday.substack.com/p/i-got-oil-wrong-in-2025-not-a-little" [X Link](https://x.com/DavidRamsdenWoo/status/2003528463010136090) 2025-12-23T18:09Z [----] followers, [----] engagements "@ekwufinance It will never again be that portion of any market. Tech has exploded and companies are NAV limited. SpaceX is a [---] trillion company based on hopes and dreams. Exxon isnt hope" [X Link](https://x.com/DavidRamsdenWoo/status/2004198448778920345) 2025-12-25T14:32Z [----] followers, [---] engagements "@KobeissiLetter Time value of money and opex. And differentials. And tanking. This is a very wrong assumption" [X Link](https://x.com/DavidRamsdenWoo/status/2007516847906955362) 2026-01-03T18:18Z [----] followers, [----] engagements "@FatherDigs @JavierBlas Thanks for sharing. I didnt know @grok could do that. Amazing research tool. Better than the piecemeal in ChatGPT. I think OpenAI is in real trouble" [X Link](https://x.com/DavidRamsdenWoo/status/2007629034507899253) 2026-01-04T01:43Z [----] followers, [--] engagements "@KobeissiLetter This one causes me to unfollow you. If you are this clueless on oil / I strongly doubt your other takes now" [X Link](https://x.com/DavidRamsdenWoo/status/2007648306328182994) 2026-01-04T03:00Z [----] followers, [---] engagements "@driftlessdriftr @KobeissiLetter Heavy oil is tough operating . thats a lot of pump changes to add [--] mmbo/d and a rotoflex change in North Dakota is $620000 a pump" [X Link](https://x.com/DavidRamsdenWoo/status/2007651914050330948) 2026-01-04T03:14Z [----] followers, [--] engagements "$NEM is my biggest pubco exposure. Had a good run. How much further can it go Its trading at something like 10x forward EBITDA now In O&G context seems expensive relative to NAV and what it means for implied gold price Thoughts" [X Link](https://x.com/DavidRamsdenWoo/status/2008661962591531302) 2026-01-06T22:08Z [----] followers, [---] engagements "@JoshYoung Its [---] day of global supply and forces China to buy on the open market. Great to everyone I think" [X Link](https://x.com/DavidRamsdenWoo/status/2008758273319846386) 2026-01-07T04:31Z [----] followers, [---] engagements "Is that a rhetorical question Replace Stole $850 at the comvenience store and was arrested. Or beat up someone in the parking lot. Look. Illegal Immigration is a problem and this isnt only solution. Fear. No sympathy. And deportation. If you want to grieve / change the laws. https://twitter.com/i/web/status/2012023204320330159 https://twitter.com/i/web/status/2012023204320330159" [X Link](https://x.com/DavidRamsdenWoo/status/2012023204320330159) 2026-01-16T04:44Z [----] followers, [---] engagements "@Jason @OpenAI @xai @Gemini @claudeai Agree. I think this is the death of OpenAI" [X Link](https://x.com/DavidRamsdenWoo/status/2012727323296952564) 2026-01-18T03:22Z [----] followers, [---] engagements "RT @JavierBlas: CHART OF THE DAY: As the debate starts about whether and if so how Europe should respond to US taffifs on Greenland l" [X Link](https://x.com/DavidRamsdenWoo/status/2012964728839250096) 2026-01-18T19:06Z [----] followers, [---] engagements "@zacurate @NGLFundamentals Its a funny number because no One reserves 100k for P&A and they use discount math to talk it away but its a reason Ill never own Diversified " [X Link](https://x.com/DavidRamsdenWoo/status/2013294723436290066) 2026-01-19T16:57Z [----] followers, [--] engagements "@FracSlap Thats impressive. I gave that up years ago. I rewatch mission impossible" [X Link](https://x.com/DavidRamsdenWoo/status/2013418925489623185) 2026-01-20T01:10Z [----] followers, [---] engagements "RT @charliebilello: https://x.com/charliebilello/status/2011560347090764157 https://x.com/charliebilello/status/2011560347090764157" [X Link](https://x.com/anyuser/status/2013623548557041869) 2026-01-20T14:43Z [----] followers, [--] engagements "RT @market_sleuth: Bessent is right" [X Link](https://x.com/DavidRamsdenWoo/status/2013744275805143404) 2026-01-20T22:43Z [----] followers, [---] engagements "RT @TMTLongShort: I respect Bessent not because he is competent and brighter than 99.9% of the people who have ever served in elected offic" [X Link](https://x.com/DavidRamsdenWoo/status/2014519923327004869) 2026-01-23T02:05Z [----] followers, [----] engagements "RT @WAR527: Ok now that $SM and $CIVI have combined we need $SM to acquire $CRGY (this time around)" [X Link](https://x.com/anyuser/status/2016284888811680120) 2026-01-27T22:59Z [----] followers, [--] engagements "@zacurate $CIVI and $SM really should and then immediately do $CHRD. Otherwise $SM should go to $OVV and $CIVI to $OXY. $MTDR and $PR ultimately happens I think. Not investment advice and lord knows the stocks might fall but this is about positioning for $80 oil next year" [X Link](https://x.com/DavidRamsdenWoo/status/1985021554074489007) 2025-11-02T16:29Z [----] followers, [----] engagements "@Energy_Tidbits $CHRD needs to merge with $CIVI and $SM and $NOG. Put all the combined non op under NOG leadership and have them grow it and move some to operated. Cut costs and be an oil levered [--] b or whatever combined company with an ability manage and benefit from 80/4.50" [X Link](https://x.com/DavidRamsdenWoo/status/1988052919221207135) 2025-11-11T01:15Z [----] followers, [---] engagements "@WAR527 That would be glorious. Three turds with lots of ducs . And a VP named Ken. Or just fold $CHRD into $SM and $CIVI already" [X Link](https://x.com/DavidRamsdenWoo/status/1991920104054128920) 2025-11-21T17:22Z [----] followers, [---] engagements "@2020Upstream Its why I own $SM and $CIVI and want the [--] to merge with $CHRD and $NOG. Its a beta play that outperforms everyone on the way to $80" [X Link](https://x.com/DavidRamsdenWoo/status/1997838474389721431) 2025-12-08T01:19Z [----] followers, [---] engagements "@TeddyGambino @GringoInvesting $chrd needs to pack it in merge with $Civi and $SM then $NOG and get meter [----] as relevant. And by relevant - I mean merge with $DVN. Its deck chairs until the industry turns around so get the spot closer to the lifeboats" [X Link](https://x.com/DavidRamsdenWoo/status/2002537287926845563) 2025-12-21T00:31Z [----] followers, [---] engagements "RT @sweatystartup: Inheritance taxes dont make any sense. If somebody works their whole life and pays taxes on money they make Why the" [X Link](https://x.com/DavidRamsdenWoo/status/2012667519081816362) 2026-01-17T23:25Z [----] followers, [----] engagements "RT @bkheywood: Yeah Jeff Bezos sold Amazon shares every year while living in WA until we bypassed the constitution with a capital gains t" [X Link](https://x.com/DavidRamsdenWoo/status/2012731940575608978) 2026-01-18T03:41Z [----] followers, [----] engagements "RT @StephenM: If you are surprised to see such a large volume of professional class leftists acting in psychotic fashion in response to rou" [X Link](https://x.com/DavidRamsdenWoo/status/2012986196427771954) 2026-01-18T20:31Z [----] followers, 18.2K engagements "RT @beaverd: http://x.com/i/article/2013346433278070784 http://x.com/i/article/2013346433278070784" [X Link](https://x.com/DavidRamsdenWoo/status/2013572419630272886) 2026-01-20T11:20Z [----] followers, [----] engagements "RT @profstonge: The media's claiming today's market carnage is Greenland. It's not Greenland. It's Japan. Bitcoin trades 24/7. https://t" [X Link](https://x.com/DavidRamsdenWoo/status/2013764901345599829) 2026-01-21T00:05Z [----] followers, [---] engagements "RT @gnoble79: Listen to this. "I kind of think of ads as like a last resort for us as a business model" OpenAI just announced ads for Cha" [X Link](https://x.com/DavidRamsdenWoo/status/2013765147437994042) 2026-01-21T00:06Z [----] followers, [---] engagements "RT @WallStreetMav: The Germans and the French are already fighting over how to respond to Trump. France wants to act tough but have Germa" [X Link](https://x.com/DavidRamsdenWoo/status/2013768546573262991) 2026-01-21T00:20Z [----] followers, [----] engagements "RT @ClayTravis: As he discusses Americas need for Greenland Trump tells all the Euros at Davos Without us youd all be speaking German" [X Link](https://x.com/DavidRamsdenWoo/status/2014015959556645308) 2026-01-21T16:43Z [----] followers, [---] engagements "RT @SecKennedy: The United States has formally withdrawn from the World Health Organization. We are reclaiming our independence protecting" [X Link](https://x.com/DavidRamsdenWoo/status/2014857157926433112) 2026-01-24T00:25Z [----] followers, 24.1K engagements "RT @chamath: This chart shows that the top 1% of California taxpayers are responsible for more than 33% of all tax dollars. The top 0.1%" [X Link](https://x.com/DavidRamsdenWoo/status/2015523411691499894) 2026-01-25T20:33Z [----] followers, [---] engagements "RT @SamaHoole: California's Central Valley produces 80% of the world's almonds. Each almond requires [---] gallons of actual irrigation water" [X Link](https://x.com/DavidRamsdenWoo/status/2015796120929366366) 2026-01-26T14:37Z [----] followers, 21.7K engagements "RT @SamaHoole: Medical "normal ranges" manipulation: 1985: Fasting glucose over [---] mg/dL = diabetic 2003: Lowered to [---] mg/dL Suddenly 2" [X Link](https://x.com/DavidRamsdenWoo/status/2016143389931319706) 2026-01-27T13:36Z [----] followers, [----] engagements "RT @infraa_: AS I'VE BEEN SAYING FOR [--] MONTHS: A weaker (fairly valued) dollar *is the entire point*" [X Link](https://x.com/DavidRamsdenWoo/status/2016285066281062408) 2026-01-27T22:59Z [----] followers, [--] engagements "@TheTechInvest Hows your $HIMS doing Come on. Its all momentum. Until its not" [X Link](https://x.com/DavidRamsdenWoo/status/2016677566481137746) 2026-01-29T00:59Z [----] followers, [---] engagements "Would you look at that. $civi $sm" [X Link](https://x.com/DavidRamsdenWoo/status/1985311452157431891) 2025-11-03T11:41Z [----] followers, [----] engagements "Why is $Civi outperforming $sm unless the market currently thinks the deal doesnt get done" [X Link](https://x.com/DavidRamsdenWoo/status/1989023832456241377) 2025-11-13T17:33Z [----] followers, [---] engagements "@Aubrey___K I love me a good merger Monday" [X Link](https://x.com/DavidRamsdenWoo/status/2017714790198640762) 2026-01-31T21:41Z [----] followers, [---] engagements "@WerewolfHolding @CNBC From [----] Dude hes a Fing talent. And you post on Twitter. Oh no its called X now because he bought it and you post " [X Link](https://x.com/DavidRamsdenWoo/status/2018187115218293003) 2026-02-02T04:57Z [----] followers, [---] engagements "I love the @theallinpod but man this free electricity for all after weeks of railing on socialism is ridiculous. What you do as you deregulate access to the grid you stop charging for deliveries and you dont let Xcel energy in Colorado charge $7.50/mcf which would represent an 11.4% increase over [----] meanwhile shut down coal plants and force some sort of renewable mandate free electricity for all https://twitter.com/i/web/status/2013037541956685954 https://twitter.com/i/web/status/2013037541956685954" [X Link](https://x.com/DavidRamsdenWoo/status/2013037541956685954) 2026-01-18T23:55Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DavidRamsdenWoo Ram 🇺🇸Ram 🇺🇸 posts on X about $civi, $sm, $dq, $chrd the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence finance 30.69% stocks 18.81% countries 10.89% cryptocurrencies 5.94% technology brands 4.95% celebrities 3.96% exchanges 0.99% social networks 0.99%
Social topic influence $civi 11.88%, $sm 10.89%, $dq #7, $chrd 6.93%, money 5.94%, bitcoin 4.95%, if you 3.96%, $nog 3.96%, debt 2.97%, investment 2.97%
Top accounts mentioned or mentioned by @war527 @javierblas @greyhairopsguy @zacurate @fatherdigs @ekwufinance @kobeissiletter @chamath @samahoole @gensparkai @repmikelevin @mattzeitlin @karlykingsley @elonmusk @amitisinvesting @denverbitcoin @andrewgsmith80 @kismet7859 @harryjsisson @007ofwallst
Top assets mentioned Civitas Resources, Inc. (CIVI) SM Energy Company (SM) Chord Energy Corporation Common Stock (CHRD) Bitcoin (BTC) Northern Oil and Gas, Inc. (NOG) Permian Resources Corporation Class A Common Stock (PR) Newmont Corporation (NEM) Matador Resources, Co. (MTDR) Hims & Hers Health, Inc. (HIMS) Oxygen (OXY) Ovintiv, Inc. (OVV) Devon Energy Corp (DVN) Crescent Energy Company (CRGY) Coterra Energy Inc (CTRA) Moderna Inc (MRNA) Uber Technologies, Inc. (UBER) APA Corp (US) (APA) Strategy (MSTR)
Top posts by engagements in the last [--] hours
"@chamath Its all and only about rates to refinance with [--] or [---] year bonds. [--] trillion is a lot of debt to finance. Interest rates matter when it will take [--] years to fix politicians"
X Link 2025-04-04T03:51Z [----] followers, [----] engagements
"And $Civi is no more. Trades [--] mm shares on the final day to $sm [--] mm and no more $Civi tomorrow"
X Link 2026-01-29T22:42Z [----] followers, [---] engagements
"The @genspark_ai ads are awful. AI is an enhancer - not a way to take a day off"
X Link 2026-02-09T02:42Z [----] followers, [---] engagements
"@RepMikeLevin @MattZeitlin Im sorry reliable Sir. You arent looking at data. Germany is the best example. California and Colorado as well. You need 100% backup because its not always sunny and windy. The projects dont compete economically (look at bp). Nice post. But factually entirely incorrect"
X Link 2026-02-10T14:37Z [----] followers, [---] engagements
"$DQ should have been buying shares at $20. Yes. The Chinese are manipulating production to manage prices BUT so does OPEC. Positive earnings cash more than the share price is worth. Management should be buying on weakness. Hard. Not investment advice. https://hottakeoftheday.substack.com/p/the-long-road-to-right https://hottakeoftheday.substack.com/p/the-long-road-to-right"
X Link 2025-11-22T23:03Z [----] followers, [----] engagements
"@GreyHairOpsGuy @WAR527 Combined would be too big. Ive always believed DVN is the logical roll up of most of the SMIDs. $CTRA in an all stock deal makes a lot of sense as it builds gas exposure and makes DVNs NM position more logical. $PR with $MTDR makes the most sense next"
X Link 2026-01-15T20:12Z [----] followers, [---] engagements
"Ill tell you why I like $dq. Despite China managing poly prices - the company is profitable again and has $30 per share in cash which exceeds their share price. Solar is required long term globally especially as wind shows itself to be a pretty bad option. And every quarter they make money they should be buying back shares so that it doesnt trade below cash. https://twitter.com/i/web/status/2016143320066752869 https://twitter.com/i/web/status/2016143320066752869"
X Link 2026-01-27T13:36Z [----] followers, [---] engagements
"We get these weird moves in $dq. But at the core - positive free cash flow is very quarter and a world that needs power isnt a bad thing. But Id sure like to see them buy back the max amount of stock every quarter. When you sit on a cash pile 25% bigger than your shareprice you buy your stock https://twitter.com/i/web/status/2020894079077466602 https://twitter.com/i/web/status/2020894079077466602"
X Link 2026-02-09T16:14Z [----] followers, [---] engagements
"@JavierBlas When they went all in on wind that was the sign. They should sell bpx and slowly wind down"
X Link 2026-02-10T14:38Z [----] followers, [----] engagements
"When the market is telling you your business is over you should listen. $DQ has $36/share in cash. Now we have incoming tariffs that will make selling polysilica negative for years. Buy back the stock. Shut down production. Sell the mines. Call it a day. Its not that hard to figure out the business strategy. https://twitter.com/i/web/status/1854148386217439421 https://twitter.com/i/web/status/1854148386217439421"
X Link 2024-11-06T13:06Z [----] followers, [----] engagements
"Not investing advice but man $MRNA has no business model anymore makes me so happy"
X Link 2025-02-14T11:59Z [----] followers, [---] engagements
"275000 Bureaucrats Just Got a Pink SlipNow What Washington D.C. just got a seismic shakeup and its not from a policy debate or another confirmation hearing. Its from [------] federal workers suddenly being told thanks for your service now clean out your desk. Thats roughly 12% of the entire federal workforce gone overnight. And heres where it gets interesting: a huge chunk of those were probationary employees meaning they were hired in the last few years and most of them came in under the DEI-heavy hiring push of the previous administration. So not only is this a mass reduction in force but it"
X Link 2025-02-16T15:35Z [----] followers, [---] engagements
"@karlykingsley Its so short sighted. He is in Florida. Its good for morale. And the president needs protection. He isnt going to be locked in the White House for [--] years. No one will be"
X Link 2025-02-16T22:47Z [----] followers, [---] engagements
"@elonmusk @amitisinvesting I can visualize you writing this sleeping on the White House floor. You are the best. Go"
X Link 2025-02-18T03:58Z [----] followers, [---] engagements
"Alright lets cut the legalese and get to the meat of it. Lawyers and judges dont just interpret the lawthey shape it through their biases their politics and their egos. They pick the cases they craft the arguments and the courts well they rule often with the weight of political gravity pulling them in one direction or another. Want proof Lets talk Roe v. Wade a case thats been the nuclear football of American politics for [--] years. But heres the twist: even Ruth Bader Ginsburgyes the Notorious RBG herselfthought Roe was a bad case. Not because she was against abortion rights but because she"
X Link 2025-02-18T13:08Z [----] followers, [---] engagements
"$dq. Never investment advice because management is horrible. How you have $2.3 b of cash on the balance sheet and trade at 65% of cash value is insane. But . they have $100 mm buyback and volume is strengthening. So hopefully / management has got their heads out of their backsides and have realized cash is ours. Their business needs to cut g&a capacity or just sell out. But cash is king and I want it"
X Link 2025-02-20T00:10Z [----] followers, [---] engagements
"Interesting. $hims. Not investing advice. The recent FDA announcement resolving the shortage of semaglutide-based medications such as Novo Nordisks Ozempic and Wegovy has significant implications for Hims & Hers Health Inc. During the shortage Hims & Hers offered compounded versions of these GLP-1 drugs which are not FDA-approved but were permissible due to the scarcity of the original medications. With the shortage now resolved the FDA has mandated that compounding of these drugs cease by April [--] for state-licensed pharmacies and physicians and by May [--] for outsourcing facilities. This"
X Link 2025-02-21T19:51Z [----] followers, [----] engagements
"@zacurate @denverbitcoin Without Elon buying X. Wed be close to [----]. He balanced the playing field and now legacy media is collapsing. Joy Reid out. Rachel Maddow coming "
X Link 2025-02-25T14:39Z [----] followers, [--] engagements
"The U.S. was isolationsit. Had it not been for Pearl Harbor- they wouldnt have been involved and Germany likely wins. As for the U.S. economy/ because Europe destroyed themselves and the US was basically untouched thats why it raged for [--] years and Europe was a laggard rebuilding instead of growing. This isnt Czech. This isnt isolationism. This is pragmatism against a superpower with nuclear weapons that won a war that shouldnt have started"
X Link 2025-02-26T22:05Z [----] followers, [--] engagements
"@AndrewGSmith80 @kismet7859 @harryjsisson Started as an engineer in oil and gas. Built a company. Sold it. Retired. Got bored. Now Im in law school full time. What do you do"
X Link 2025-02-28T00:49Z [----] followers, [--] engagements
"Tell me the bear case for $NEM. Too many years of investing in oil and gas to be fooled by valuations commodity price plays and operational excellence but also. Cant find a reason to own most E&P equities until the momentum on oil and natural gas reflects declining supply and improved profitability. Until then Newmont to $80 Talk me out of it"
X Link 2025-08-08T11:46Z [----] followers, [---] engagements
"$dq finally management removes their head from their backside marginally to announce a share buyback. When a company trades at less than cash value and their commodity trades at lower than production cost the answer isnt hard. Shut production. Fire staff. Buyback stock. Their lack of talking about the fact that spot polisilica is [----] and well above their cash costs and they are producing more in Q3 is a positive. They should have been buying stock back all year instead of waiting. But here we are. Not investing advice"
X Link 2025-08-26T13:37Z [----] followers, [---] engagements
"As Ive said for over a year $DQ should have been buying its stock back constantly and at lower levels to defend the share price to match cash levels. If the business couldnt make money / it should have been shut down and mothballed. I remain deeply concerned about Chinese manipulation of poly prices but . if the business can get to zero burn it presumably makes it worth a lot more than cash only. Not investment advice but I do have a lot of it. https://twitter.com/i/web/status/1961834707974516954 https://twitter.com/i/web/status/1961834707974516954"
X Link 2025-08-30T16:53Z [----] followers, [--] engagements
"@007ofWallSt @wallstengine I think Poly prices are artificially back to $6.50 which if a true measure of transaction prices now means $DQ is profitable. Which means it should trade at cash plus to me thats been the driver of the move. https://www.bernreuter.com/polysilicon/price-trend/ https://www.bernreuter.com/polysilicon/price-trend/"
X Link 2025-09-04T20:51Z [----] followers, [--] engagements
"$Civi plus $sm Bloomberg rumor . https://hottakeoftheday.substack.com/p/rumor-mill-thursday https://hottakeoftheday.substack.com/p/rumor-mill-thursday"
X Link 2025-10-09T12:16Z [----] followers, [---] engagements
"Beyond Meat up 10x. Newmont down 15%. The market isnt investing anymoreits karaoke in a casino built by the Fed. https://hottakeoftheday.substack.com/p/beyond-meat-and-the-dream-of-easy https://hottakeoftheday.substack.com/p/beyond-meat-and-the-dream-of-easy"
X Link 2025-10-22T15:52Z [----] followers, [---] engagements
"@ZmansEnrgyBrain Unless $CIVI sells to $OXY or $SM finally lets $OVV take them I dont know when it would be. And once merged Id roll in $CHRD and ultimately give $DVN the nod to buy the combined entity. No one can be a less than $20b company anymore. Get merging or get dying"
X Link 2025-10-26T10:07Z [----] followers, [---] engagements
"@chigrl If it isnt a thought partner it definitely has a lot of glitches. If you are engaged and challenging it to test things that arent right its pretty powerful. Inning [--] of this progress will be insane"
X Link 2025-10-28T01:09Z [----] followers, [---] engagements
"@financialjuice Would love to see the basis of the legal elements"
X Link 2025-10-31T18:08Z [----] followers, [---] engagements
"What are the chances we see a merger Monday tomorrow"
X Link 2025-11-02T15:42Z [----] followers, [----] engagements
"@EnergyCredit1 $PSIX comments I know youve been an uber bull. Took a small position. Love your thoughts on the story"
X Link 2025-11-07T00:55Z [----] followers, [---] engagements
"Have to admit. I love $civi quarterly earnings and think it should be how every company announces. Heres the data. We have nothing else to say. If you dont like it F off. Also helpful their interim CEO gets a wonderful payout for change of control so they are 100% doing this deal without an activist coming in and buying enough shares to block it. Which would be hard. civitaSM is born. $NOG and $CHRD jump in. The water is warm. https://twitter.com/i/web/status/1986607251243811069 https://twitter.com/i/web/status/1986607251243811069"
X Link 2025-11-07T01:30Z [----] followers, [----] engagements
"@GreyHairOpsGuy She is. Because Wouter makes [--] mm to put a bullet in Civis head. Incentives But I still like it. But Id fire everyone"
X Link 2025-11-07T03:04Z [----] followers, [---] engagements
"@FatherDigs @GreyHairOpsGuy I was actually thinking merger of unique companies. Chord is still a lot bigger "
X Link 2025-11-07T21:56Z [----] followers, [--] engagements
"Obvi. Like some AI. Some energy. Some consumer goods. I can see bitcoin at [--] and I can see it at a million. Once one realizes that gold and bitcoin and the almighty dollar just represent a transactional thing the lines blur. At least they have to me. Gold is useless. But if you can make the case for gold you can make it for bitcoin. Its worth a thing because people think its worth a thing"
X Link 2025-11-09T20:08Z [----] followers, [--] engagements
"@ValueInvest2020 @rubicon59 @SimeonResearch_ Super bad form not to make public"
X Link 2025-11-10T20:47Z [----] followers, [---] engagements
"I assume its that they pulled things forward and the q3 number was inflated and q1 will be fine. But still brutal. Lucky I have covered calls sold that I expire nov [--] and Ill collect the premium while management remains moronical. You cant not have a call if you arent going to explain what seems obvious"
X Link 2025-11-10T21:16Z [----] followers, [---] engagements
"@JordanRubi53069 @ImMeme0 Money and job intellectually unemployed with 100k of debt"
X Link 2025-11-12T13:50Z [----] followers, [---] engagements
"@pulte @yieldsearcher Thats a better idea that the banks will hate"
X Link 2025-11-12T15:39Z [----] followers, [---] engagements
"Lets call this was it is. A distraction to the issues with the economy. The GDP numbers were always going to be bad. Shows how government spending IS the engine unfortunately. Kevin Hassett director of the National Economic Council said the shutdown led to roughly [-----] job losses outside the federal workforce cost the economy about $15 billion each week totaling around $92 billion and could reduce fourth-quarter GDP by as much as [---] Kevin Hassett director of the National Economic Council said the shutdown led to roughly [-----] job losses outside the federal workforce cost the economy about"
X Link 2025-11-14T00:37Z [----] followers, [---] engagements
"@ekwufinance But all the conventional at scale is gone from the US. Which is why the U.S. is trying to overthrow the Venezuelan government quietly and get their oil. Thats the solution. And Exxon will be more than happy to develop it all"
X Link 2025-11-14T21:09Z [----] followers, [---] engagements
"@joeenergy4130 @ekwufinance lol. Rule of law is kind of a concern if you arent US government backed Exxon"
X Link 2025-11-14T23:04Z [----] followers, [--] engagements
"Brad Pitt and Angelina Jolie would have been offensive to the whole planet if they werent together. Holy God. They are 37/10 each. Their chemistry might break the wiring to my tv"
X Link 2025-11-16T21:02Z [----] followers, [---] engagements
"Merger Monday $APA tomorrow"
X Link 2025-11-17T01:52Z [----] followers, [----] engagements
"@WAR527 Its a hyper levered price bet with 20% G&A reduction and firing half of two boards that have proven to be pretty useless. I still want to see $chrd and $nog rolled in in h1 [----]. That would be a great mid cap . Relative to a lot of the garbage out there"
X Link 2025-11-18T19:53Z [----] followers, [----] engagements
"@FatherDigs @WAR527 SM has a huge non op eagleford as I recall. Makes them a consolidator of all these non op cos with a built in management structure. Ultimately the combined company sells to Devon. Which needs stuff bad "
X Link 2025-11-18T21:20Z [----] followers, [---] engagements
"$PR is a good example of where it worked. I think assets are the issue and culture issues. Does $crgy want to give up their jobs to Beth. As a shareholder generically - whats best for the company should always win out but when you make a lot of money in salary and bonus it rarely does. I hope Danny Brown is the first to cede his role for the greater good"
X Link 2025-11-18T21:37Z [----] followers, [---] engagements
"@SamanthaLaDuc There is no way there will be [--] mmbo/d oversupply. IEA has been clueless for years. Now they just want to keep their funding from Trump and he wants low oil prices. So - you say silly things like [--] mmbo/d oversupply"
X Link 2025-11-19T14:11Z [----] followers, [---] engagements
"@SullyCNBC @PowerLunch What leads what Bitcoin trading like a proxy to nasdaq not currency debasement. But compare bitcoin performance to $nem today . Same play"
X Link 2025-11-20T18:14Z [----] followers, [---] engagements
"@JavierBlas At $125. Sure. At $60. No chance. US will be at [--] mmbo/d before they solve the RF change. The rock is tight and fractured to heck. Easy to say - really really really hard to do"
X Link 2025-11-21T18:28Z [----] followers, [---] engagements
"Peter. With all due respect - $MSTR is a hyper leverage way to play bitcoin. It if falls he pays back debt with shares. But the bitcoins wont be sold. So - focusing on bitcoin through the lens of Saylor doesnt make a lot of sense. Gold and bitcoin are the same. No practical use - has value because it is ascribed value"
X Link 2025-11-22T15:44Z [----] followers, [---] engagements
"@andrew1corpora1 It ran hard from [--] is one. Two. Analysts still giving a [--] price target. And [--]. [--] was pretty appealing given the pain so could have seen some profit taking. No news so just volatility"
X Link 2025-11-24T13:59Z [----] followers, [--] engagements
"@LilLexDiamonds Wrong power solutions. Not $psix"
X Link 2025-11-25T15:24Z [----] followers, [---] engagements
"Real estate adventure [--] for me is ongoing in Dillon CO. Bought a condo that hadnt been touched since the 70s in a phenomenal building with some parters and we are rehabbing to rent/sell. Vail is 3x the price for smaller. With no mark to market I can act like a PE guy and say we are killing it so far Step one- demo the rest. Holy cow Im tired"
X Link 2025-11-25T16:20Z [----] followers, 61.8K engagements
"My [--] year old thinks XRP will take over the world. Hes done a lot of research. As a result of his age and even his though I live him very much he hasnt failed enough so I regret XRP and entirely. Its not taking over the world. Bitcoin is a different thing. But it trades like a tech sentiment now. So even though I own a little of it - its not gold. Yet. Its only gold - as my ex partner says - when its fully adopted. Those who buy it today bet it will be adopted at some point. If you dont own it - its because you dont believe it will ever be a store of value. I think both views are reasonable."
X Link 2025-12-02T02:21Z [----] followers, [--] engagements
"@NukeTheWhales5 Its either a zero or a million a coin. I truly dont know which. But in one I lose 100% and the other I make 600%. So the math maths. In a small portion"
X Link 2025-12-02T02:40Z [----] followers, [--] engagements
"@pickeringenergy This is them placating Trump until the data wont support it. [----] [----] and Exxon wants deals in Venezuela post coup. Never before has it paid to kick the can on economics and say what the President wants to hear"
X Link 2025-12-09T15:51Z [----] followers, [---] engagements
"Not good. Sometimes you have to walk things back. REPORTER: Do you stand by your Truth Social post about Rob Reiner TRUMP: "I wasn't a fan of his at all. He was a deranged person as far as Trump is concerned.He became like a deranged person.I thought he was very bad for our country." https://t.co/qDcueTGORK REPORTER: Do you stand by your Truth Social post about Rob Reiner TRUMP: "I wasn't a fan of his at all. He was a deranged person as far as Trump is concerned.He became like a deranged person.I thought he was very bad for our country." https://t.co/qDcueTGORK"
X Link 2025-12-16T02:32Z [----] followers, [---] engagements
"@OilHeadlineNews That was obvious . Give itto Chevron as compensation to the theft of Venezuela and then have them keep drilling us producers into oblivion. Bearish mid cap"
X Link 2025-12-23T04:28Z [----] followers, [---] engagements
"The step up in basis for capital gains in stocks is the single dumbest tax policy in U.S. history. Its illogical. Every estate should pay the taxes they owe. Then everything else should be passed on. The only thing that makes sense is a primary property where the kids elect to live after death"
X Link 2025-12-23T16:29Z [----] followers, [----] engagements
"Oil. Ive quit. https://hottakeoftheday.substack.com/p/i-got-oil-wrong-in-2025-not-a-little https://hottakeoftheday.substack.com/p/i-got-oil-wrong-in-2025-not-a-little"
X Link 2025-12-23T18:09Z [----] followers, [----] engagements
"@ekwufinance It will never again be that portion of any market. Tech has exploded and companies are NAV limited. SpaceX is a [---] trillion company based on hopes and dreams. Exxon isnt hope"
X Link 2025-12-25T14:32Z [----] followers, [---] engagements
"@KobeissiLetter Time value of money and opex. And differentials. And tanking. This is a very wrong assumption"
X Link 2026-01-03T18:18Z [----] followers, [----] engagements
"@FatherDigs @JavierBlas Thanks for sharing. I didnt know @grok could do that. Amazing research tool. Better than the piecemeal in ChatGPT. I think OpenAI is in real trouble"
X Link 2026-01-04T01:43Z [----] followers, [--] engagements
"@KobeissiLetter This one causes me to unfollow you. If you are this clueless on oil / I strongly doubt your other takes now"
X Link 2026-01-04T03:00Z [----] followers, [---] engagements
"@driftlessdriftr @KobeissiLetter Heavy oil is tough operating . thats a lot of pump changes to add [--] mmbo/d and a rotoflex change in North Dakota is $620000 a pump"
X Link 2026-01-04T03:14Z [----] followers, [--] engagements
"$NEM is my biggest pubco exposure. Had a good run. How much further can it go Its trading at something like 10x forward EBITDA now In O&G context seems expensive relative to NAV and what it means for implied gold price Thoughts"
X Link 2026-01-06T22:08Z [----] followers, [---] engagements
"@JoshYoung Its [---] day of global supply and forces China to buy on the open market. Great to everyone I think"
X Link 2026-01-07T04:31Z [----] followers, [---] engagements
"Is that a rhetorical question Replace Stole $850 at the comvenience store and was arrested. Or beat up someone in the parking lot. Look. Illegal Immigration is a problem and this isnt only solution. Fear. No sympathy. And deportation. If you want to grieve / change the laws. https://twitter.com/i/web/status/2012023204320330159 https://twitter.com/i/web/status/2012023204320330159"
X Link 2026-01-16T04:44Z [----] followers, [---] engagements
"@Jason @OpenAI @xai @Gemini @claudeai Agree. I think this is the death of OpenAI"
X Link 2026-01-18T03:22Z [----] followers, [---] engagements
"RT @JavierBlas: CHART OF THE DAY: As the debate starts about whether and if so how Europe should respond to US taffifs on Greenland l"
X Link 2026-01-18T19:06Z [----] followers, [---] engagements
"@zacurate @NGLFundamentals Its a funny number because no One reserves 100k for P&A and they use discount math to talk it away but its a reason Ill never own Diversified "
X Link 2026-01-19T16:57Z [----] followers, [--] engagements
"@FracSlap Thats impressive. I gave that up years ago. I rewatch mission impossible"
X Link 2026-01-20T01:10Z [----] followers, [---] engagements
"RT @charliebilello: https://x.com/charliebilello/status/2011560347090764157 https://x.com/charliebilello/status/2011560347090764157"
X Link 2026-01-20T14:43Z [----] followers, [--] engagements
"RT @market_sleuth: Bessent is right"
X Link 2026-01-20T22:43Z [----] followers, [---] engagements
"RT @TMTLongShort: I respect Bessent not because he is competent and brighter than 99.9% of the people who have ever served in elected offic"
X Link 2026-01-23T02:05Z [----] followers, [----] engagements
"RT @WAR527: Ok now that $SM and $CIVI have combined we need $SM to acquire $CRGY (this time around)"
X Link 2026-01-27T22:59Z [----] followers, [--] engagements
"@zacurate $CIVI and $SM really should and then immediately do $CHRD. Otherwise $SM should go to $OVV and $CIVI to $OXY. $MTDR and $PR ultimately happens I think. Not investment advice and lord knows the stocks might fall but this is about positioning for $80 oil next year"
X Link 2025-11-02T16:29Z [----] followers, [----] engagements
"@Energy_Tidbits $CHRD needs to merge with $CIVI and $SM and $NOG. Put all the combined non op under NOG leadership and have them grow it and move some to operated. Cut costs and be an oil levered [--] b or whatever combined company with an ability manage and benefit from 80/4.50"
X Link 2025-11-11T01:15Z [----] followers, [---] engagements
"@WAR527 That would be glorious. Three turds with lots of ducs . And a VP named Ken. Or just fold $CHRD into $SM and $CIVI already"
X Link 2025-11-21T17:22Z [----] followers, [---] engagements
"@2020Upstream Its why I own $SM and $CIVI and want the [--] to merge with $CHRD and $NOG. Its a beta play that outperforms everyone on the way to $80"
X Link 2025-12-08T01:19Z [----] followers, [---] engagements
"@TeddyGambino @GringoInvesting $chrd needs to pack it in merge with $Civi and $SM then $NOG and get meter [----] as relevant. And by relevant - I mean merge with $DVN. Its deck chairs until the industry turns around so get the spot closer to the lifeboats"
X Link 2025-12-21T00:31Z [----] followers, [---] engagements
"RT @sweatystartup: Inheritance taxes dont make any sense. If somebody works their whole life and pays taxes on money they make Why the"
X Link 2026-01-17T23:25Z [----] followers, [----] engagements
"RT @bkheywood: Yeah Jeff Bezos sold Amazon shares every year while living in WA until we bypassed the constitution with a capital gains t"
X Link 2026-01-18T03:41Z [----] followers, [----] engagements
"RT @StephenM: If you are surprised to see such a large volume of professional class leftists acting in psychotic fashion in response to rou"
X Link 2026-01-18T20:31Z [----] followers, 18.2K engagements
"RT @beaverd: http://x.com/i/article/2013346433278070784 http://x.com/i/article/2013346433278070784"
X Link 2026-01-20T11:20Z [----] followers, [----] engagements
"RT @profstonge: The media's claiming today's market carnage is Greenland. It's not Greenland. It's Japan. Bitcoin trades 24/7. https://t"
X Link 2026-01-21T00:05Z [----] followers, [---] engagements
"RT @gnoble79: Listen to this. "I kind of think of ads as like a last resort for us as a business model" OpenAI just announced ads for Cha"
X Link 2026-01-21T00:06Z [----] followers, [---] engagements
"RT @WallStreetMav: The Germans and the French are already fighting over how to respond to Trump. France wants to act tough but have Germa"
X Link 2026-01-21T00:20Z [----] followers, [----] engagements
"RT @ClayTravis: As he discusses Americas need for Greenland Trump tells all the Euros at Davos Without us youd all be speaking German"
X Link 2026-01-21T16:43Z [----] followers, [---] engagements
"RT @SecKennedy: The United States has formally withdrawn from the World Health Organization. We are reclaiming our independence protecting"
X Link 2026-01-24T00:25Z [----] followers, 24.1K engagements
"RT @chamath: This chart shows that the top 1% of California taxpayers are responsible for more than 33% of all tax dollars. The top 0.1%"
X Link 2026-01-25T20:33Z [----] followers, [---] engagements
"RT @SamaHoole: California's Central Valley produces 80% of the world's almonds. Each almond requires [---] gallons of actual irrigation water"
X Link 2026-01-26T14:37Z [----] followers, 21.7K engagements
"RT @SamaHoole: Medical "normal ranges" manipulation: 1985: Fasting glucose over [---] mg/dL = diabetic 2003: Lowered to [---] mg/dL Suddenly 2"
X Link 2026-01-27T13:36Z [----] followers, [----] engagements
"RT @infraa_: AS I'VE BEEN SAYING FOR [--] MONTHS: A weaker (fairly valued) dollar is the entire point"
X Link 2026-01-27T22:59Z [----] followers, [--] engagements
"@TheTechInvest Hows your $HIMS doing Come on. Its all momentum. Until its not"
X Link 2026-01-29T00:59Z [----] followers, [---] engagements
"Would you look at that. $civi $sm"
X Link 2025-11-03T11:41Z [----] followers, [----] engagements
"Why is $Civi outperforming $sm unless the market currently thinks the deal doesnt get done"
X Link 2025-11-13T17:33Z [----] followers, [---] engagements
"@Aubrey___K I love me a good merger Monday"
X Link 2026-01-31T21:41Z [----] followers, [---] engagements
"@WerewolfHolding @CNBC From [----] Dude hes a Fing talent. And you post on Twitter. Oh no its called X now because he bought it and you post "
X Link 2026-02-02T04:57Z [----] followers, [---] engagements
"I love the @theallinpod but man this free electricity for all after weeks of railing on socialism is ridiculous. What you do as you deregulate access to the grid you stop charging for deliveries and you dont let Xcel energy in Colorado charge $7.50/mcf which would represent an 11.4% increase over [----] meanwhile shut down coal plants and force some sort of renewable mandate free electricity for all https://twitter.com/i/web/status/2013037541956685954 https://twitter.com/i/web/status/2013037541956685954"
X Link 2026-01-18T23:55Z [----] followers, [---] engagements
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