# ![@FinFreedomMgmt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::70196704.png) @FinFreedomMgmt Humberto Portillo

Humberto Portillo posts on X about $soc, $asts, in the, $rig the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::70196704/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70196704/c:line/m:interactions.svg)

- [--] Week [-----] +1,070%
- [--] Month [-----] -81%
- [--] Months [------] +3.30%
- [--] Year [-------] +146%

### Mentions: [--] [#](/creator/twitter::70196704/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70196704/c:line/m:posts_active.svg)

- [--] Months [--] -84%
- [--] Year [--] -54%

### Followers: [-----] [#](/creator/twitter::70196704/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70196704/c:line/m:followers.svg)

- [--] Week [-----] +0.19%
- [--] Month [-----] +3.60%
- [--] Months [-----] +2.70%
- [--] Year [-----] +16%

### CreatorRank: [---------] [#](/creator/twitter::70196704/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70196704/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  20.39% [stocks](/list/stocks)  16.5% [cryptocurrencies](/list/cryptocurrencies)  8.74% [technology brands](/list/technology-brands)  3.88% [countries](/list/countries)  1.94% [currencies](/list/currencies)  0.97% [social networks](/list/social-networks)  0.97%

**Social topic influence**
[$soc](/topic/$soc) 24.27%, [$asts](/topic/$asts) 5.83%, [in the](/topic/in-the) 4.85%, [$rig](/topic/$rig) 3.88%, [sector](/topic/sector) 2.91%, [$pwfl](/topic/$pwfl) 2.91%, [$envx](/topic/$envx) 2.91%, [kook](/topic/kook) 2.91%, [$val](/topic/$val) 1.94%, [what are](/topic/what-are) 1.94%

**Top accounts mentioned or mentioned by**
[@reformedtrader](/creator/undefined) [@cornelialake](/creator/undefined) [@basadomente](/creator/undefined) [@thekookreport](/creator/undefined) [@keithmccullough](/creator/undefined) [@100xcompounding](/creator/undefined) [@rpkent](/creator/undefined) [@acctno994](/creator/undefined) [@marketplunger1](/creator/undefined) [@woirble](/creator/undefined) [@sunvmikey](/creator/undefined) [@anthony65092926](/creator/undefined) [@catseapex](/creator/undefined) [@michaelkantro](/creator/undefined) [@awesomebeast321](/creator/undefined) [@profitsplusid](/creator/undefined) [@seckennedy](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@logicalthesis](/creator/undefined) [@thegarybrecka](/creator/undefined)

**Top assets mentioned**
[Sable Offshore Corp. (SOC)](/topic/$soc) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Transocean LTD. (RIG)](/topic/$rig) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Validity (VAL)](/topic/$val) [GE Vernova Inc. (GEV)](/topic/$gev) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Peabody Energy Corporation (BTU)](/topic/$btu) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Borr Drilling Limited (BORR)](/topic/$borr) [California Resources Corporation (CRC)](/topic/$crc) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [SPDR GOLD ETF (GLD)](/topic/$gld) [Helium IOT (IOT)](/topic/$iot) [CodeXchain (CDX)](/topic/$cdx) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vixco (VIX)](/topic/$vix) [Ero Copper Corp. (ERO)](/topic/$ero) [Eli Lilly and Company (LLY)](/topic/$lly) [Waste Management, Inc. (WM)](/topic/$wm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nokia Corporation (NOK)](/topic/$nok)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Some highlights of the $RIG $VAL merger that are definitely worth a read. Tommy is a must follow if youre interested in the sector $RIG $VAL ❤ RIG finally found a good use of its share currency w/ the VAL merger. They accelerate deleveraging pulling forward shareholder returns and gain $150-$200mm of synergies. The industry's most disciplined driller absorbs a less disciplined playerpositive for dayrates https://t.co/ntGCxiEWnJ $RIG $VAL ❤ RIG finally found a good use of its share currency w/ the VAL merger. They accelerate deleveraging pulling forward shareholder returns and gain $150-$200mm"  
[X Link](https://x.com/FinFreedomMgmt/status/2022702929673675173)  2026-02-14T16:02Z [----] followers, [----] engagements


"Clearly if they did their diligence they would have been aware of the cash position of the company. I would have preferred a loan from the DoE but it is what it is. Typically I see companies using these ATMs after news has moved the stock price up. What are your thoughts on timing Tony"  
[X Link](https://x.com/FinFreedomMgmt/status/2018818626434871313)  2026-02-03T22:47Z [----] followers, [---] engagements


"What did $RIG say on the merger call about jackups again $BORR $VAL Got Jackups Petrodata: $ARAMCO four jackup tenders for multiple rigs is understood to be all against incremental demand. Contract duration is for firm 3-5 years. Three tenders for oil rigs with different capacity requirements and one tender for gas rigs SOLD OUT https://t.co/JMazRV1GdS $BORR $VAL Got Jackups Petrodata: $ARAMCO four jackup tenders for multiple rigs is understood to be all against incremental demand. Contract duration is for firm 3-5 years. Three tenders for oil rigs with different capacity requirements and one"  
[X Link](https://x.com/FinFreedomMgmt/status/2021327804189564991)  2026-02-10T20:57Z [----] followers, [---] engagements


"@RPKent RPK what are you looking at there"  
[X Link](https://x.com/FinFreedomMgmt/status/2021608253596024866)  2026-02-11T15:32Z [----] followers, [--] engagements


"$ASTS I asked Grok what the hedging implications are to the convertible raise. The issuance of $1 billion in convertible senior notes due [----] by AST SpaceMobile carries an implied hedging effect primarily through arbitrage strategies employed by institutional investors. These investors typically buy the convertible bonds (which embed an equity call option) and hedge their exposure by short-selling a portion of the underlying stock creating downward pressure on the share price. This is a common market reaction to convertible bond offerings and likely contributed to the observed 10% premarket"  
[X Link](https://x.com/FinFreedomMgmt/status/2022007881655017533)  2026-02-12T18:00Z [----] followers, [---] engagements


"RT @CatSE___ApeX___: $ASTS"  
[X Link](https://x.com/FinFreedomMgmt/status/2022474820752150674)  2026-02-14T00:55Z [----] followers, [--] engagements


"RT @MichaelKantro: Classic monotonic pattern. When you see this pattern you know with a higher degree of certainty that it is one of THE dr"  
[X Link](https://x.com/FinFreedomMgmt/status/2022731131184099700)  2026-02-14T17:54Z [----] followers, [--] engagements


"RT @AwesomeBeast321: $ASTS With AST announcing "monetizing the capabilities of AST proprietary technology to capture the evolving commercia"  
[X Link](https://x.com/FinFreedomMgmt/status/2022845047184441587)  2026-02-15T01:26Z [----] followers, [--] engagements


"RT @profitsplusid: Commitment of Traders Report - Silver Futures Managed money positioning on the long side has evaporated. The managed mo"  
[X Link](https://x.com/FinFreedomMgmt/status/2022846181710213426)  2026-02-15T01:31Z [----] followers, [--] engagements


"RT @SecKennedy: Watch Sunday"  
[X Link](https://x.com/FinFreedomMgmt/status/2022469981997334539)  2026-02-14T00:36Z [----] followers, [----] engagements


"@SFarringtonBKC @LogicalThesis Regionals on the other hand having a good year; $kre is up 10% ytd"  
[X Link](https://x.com/FinFreedomMgmt/status/2023061998708101565)  2026-02-15T15:49Z [----] followers, [--] engagements


"Shhh This is the short case. $SOC Ummm Technically CCC already approved. https://t.co/ypSPv3KhaW Ummm Technically CCC already approved. https://t.co/ypSPv3KhaW"  
[X Link](https://x.com/FinFreedomMgmt/status/1948112007862886682)  2025-07-23T20:04Z [----] followers, 13.3K engagements


"@basadomente Will be listening for ramp in sales new customers progress on new fabs"  
[X Link](https://x.com/FinFreedomMgmt/status/1948534262170615910)  2025-07-25T00:02Z [----] followers, [--] engagements


"$SOC "Interior anticipates all three platforms in the SYU to be online by the end of 2025" BSEE Principal Deputy Director KennethStevens. "Thanks to his leadership and Secretary Burgum's commitment we've turned a decade-long shutdown into a comeback story for Pacific production. $SOC https://t.co/JErQMHAzdn BSEE Principal Deputy Director KennethStevens. "Thanks to his leadership and Secretary Burgum's commitment we've turned a decade-long shutdown into a comeback story for Pacific production. $SOC https://t.co/JErQMHAzdn"  
[X Link](https://x.com/FinFreedomMgmt/status/1949827643508933004)  2025-07-28T13:41Z [----] followers, [----] engagements


"@thegarybrecka Not a nighttime routine rather a change in morning routine that has improved my deep sleep number. No longer have caffeine after 10am"  
[X Link](https://x.com/FinFreedomMgmt/status/1950355963191480599)  2025-07-30T00:41Z [----] followers, [---] engagements


"@TommyDeepwater Will be interesting see how they get there from Brunei if they're heading to the East Med"  
[X Link](https://x.com/FinFreedomMgmt/status/1950551726395699370)  2025-07-30T13:39Z [----] followers, [---] engagements


"@AcctNo994 Laid to rest my concerns that the company was going off the reservation. Very good strategic fit with the ASPI / PET Labs"  
[X Link](https://x.com/FinFreedomMgmt/status/1950569386924015654)  2025-07-30T14:49Z [----] followers, [---] engagements


"For those that missed this Secretary Burgum celebrates the restart of production at $SOC At @Interior we are unleashing the full potential of offshore energy resources in the Pacific https://t.co/4DPszFOn2u At @Interior we are unleashing the full potential of offshore energy resources in the Pacific https://t.co/4DPszFOn2u"  
[X Link](https://x.com/FinFreedomMgmt/status/1950988690093686815)  2025-07-31T18:35Z [----] followers, [----] engagements


"@UrbanKaoboy Nice pun there Michael. Very out of consensus thoughts love it"  
[X Link](https://x.com/FinFreedomMgmt/status/1956763635499598068)  2025-08-16T17:03Z [----] followers, [---] engagements


"$LODE Used wind turbine blades piled in a field because they cant be recycled. This is not renewable energy. Its not rebuildable energy either. This is absolutely not environmentalism. https://t.co/9M7Uu0SFKL Used wind turbine blades piled in a field because they cant be recycled. This is not renewable energy. Its not rebuildable energy either. This is absolutely not environmentalism. https://t.co/9M7Uu0SFKL"  
[X Link](https://x.com/FinFreedomMgmt/status/1957546968802025853)  2025-08-18T20:55Z [----] followers, [---] engagements


"@Lipsman Hi Jeff thanks for the updates. Is the urgency performative theatre as it does not take effect till January Seems like $CRC will benefit here"  
[X Link](https://x.com/FinFreedomMgmt/status/1966889670819954756)  2025-09-13T15:40Z [----] followers, [---] engagements


"@basadomente Staples have been weak could be moving in sympathy"  
[X Link](https://x.com/FinFreedomMgmt/status/1968041013110341924)  2025-09-16T19:55Z [----] followers, [--] engagements


"@basadomente Sold my $UNFI position fwiw"  
[X Link](https://x.com/FinFreedomMgmt/status/1968041443194544533)  2025-09-16T19:56Z [----] followers, [--] engagements


"Nice to have a different view to the consensus. $GLD $GDX The key to the resources market is the reactions coming in gold's decline. The Big Beautiful Bond Rally will push stocks much higher and major resources stocks and explorers will surge. Gold and gold majors will be left behind. The Gold Bugs will be WRONG on EVERYTHING #Gold https://t.co/M35vDXFMaK The key to the resources market is the reactions coming in gold's decline. The Big Beautiful Bond Rally will push stocks much higher and major resources stocks and explorers will surge. Gold and gold majors will be left behind. The Gold Bugs"  
[X Link](https://x.com/FinFreedomMgmt/status/1969736970139042252)  2025-09-21T12:14Z [----] followers, [--] engagements


"Got this from a friend $SOC "SOC Oct [--] calls are seeing interest with the underlying stock down 8% (volume: 11.2K open int: 41.4K implied vol: 130% prev day implied vol: 98%).""  
[X Link](https://x.com/FinFreedomMgmt/status/1970943967425593728)  2025-09-24T20:10Z [----] followers, [----] engagements


"Important read for those following $RIG. Exploration of debt market dynamics and RIGs capital structure. Highly recommend a read. $RIG $JNK $HYG Credit investor's opinions on RIG's equity raise and considerations for Equity at link in bio (free) Summary: (1) Transoceans equity has a debt structure problem. Its not just the amount of leverage its the terms of leverage being (currently) too debtor https://t.co/SDB6lwUYXO $RIG $JNK $HYG Credit investor's opinions on RIG's equity raise and considerations for Equity at link in bio (free) Summary: (1) Transoceans equity has a debt structure"  
[X Link](https://x.com/FinFreedomMgmt/status/1971915510892888066)  2025-09-27T12:31Z [----] followers, [---] engagements


"@JoeStella101 Nicely done Joe can be applied to many highly spec names. The irony is that till recently $SOC seemed to be getting progressively derisked. Then bam the politicians went full on assault. Sold a bit on the pop a week or so ago and now buying back. Enable Sable"  
[X Link](https://x.com/FinFreedomMgmt/status/1972050134046593405)  2025-09-27T21:26Z [----] followers, [----] engagements


"$SOC Want Cleaner Beaches Restart Oil Drilling Off The Santa Barbara Coast Says Phil MickelsonAnd Some Surprising Science https://t.co/g6Hdkozlr4 https://t.co/oujSeXl2TT Want Cleaner Beaches Restart Oil Drilling Off The Santa Barbara Coast Says Phil MickelsonAnd Some Surprising Science https://t.co/g6Hdkozlr4 https://t.co/oujSeXl2TT"  
[X Link](https://x.com/FinFreedomMgmt/status/1973101024505192624)  2025-09-30T19:01Z [----] followers, [----] engagements


"$SOC CA / Newsom have painted a bullseye on the energy sector and now are surprised that companies don't want to do business there P66 is closing by Q4 [----] and Valero Wilmington is likely to exit as well. Additionally Chevron has made it known they intend to start exiting the state as well. $SOC https://t.co/3cj4e5ZvXN P66 is closing by Q4 [----] and Valero Wilmington is likely to exit as well. Additionally Chevron has made it known they intend to start exiting the state as well. $SOC https://t.co/3cj4e5ZvXN"  
[X Link](https://x.com/FinFreedomMgmt/status/1973480205005234325)  2025-10-01T20:08Z [----] followers, [----] engagements


"$SOC Good read surprising twist impact on the Ecuadorean rainforest. $SOC A friend of mine wrote this and they were surprised when it actually got published. It's worth a read. https://t.co/YfQudgyc4U $SOC A friend of mine wrote this and they were surprised when it actually got published. It's worth a read. https://t.co/YfQudgyc4U"  
[X Link](https://x.com/FinFreedomMgmt/status/1973536038456057934)  2025-10-01T23:50Z [----] followers, [----] engagements


"Triple S cuts to the chase on where we are at with the $SOC saga. Market perception is we are in a binary situation with CA politics. Reality is there is a viable and comparable option via the Fed. Door A or Door B for $SOC. Either way oil will flow. https://t.co/Iox9BE75le Door A or Door B for $SOC. Either way oil will flow. https://t.co/Iox9BE75le"  
[X Link](https://x.com/FinFreedomMgmt/status/1974209103007211645)  2025-10-03T20:25Z [----] followers, [----] engagements


"Great story not your usual $YHOO story about SPX inclusion. Caveat emptor A graybeard story of YHOO index inclusion. Sharks have trolled these waters for decades. The biggest sharks are the index funds themselves. In November of [----] YHOO was added to the SPX as of December expiry. I was at Salomon running global equity derivatives at the time. The A graybeard story of YHOO index inclusion. Sharks have trolled these waters for decades. The biggest sharks are the index funds themselves. In November of [----] YHOO was added to the SPX as of December expiry. I was at Salomon running global equity"  
[X Link](https://x.com/FinFreedomMgmt/status/1763956368782791133)  2024-03-02T15:55Z [----] followers, [---] engagements


"Reading up on the space after listening to the $TLNE case on the @YetAnotherValue podcast Datacenter demand drives financial resurgence for independent power producers #S&P Global https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/datacenter-demand-drives-financial-resurgence-for-independent-power-producers-80994683 https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/datacenter-demand-drives-financial-resurgence-for-independent-power-producers-80994683"  
[X Link](https://x.com/FinFreedomMgmt/status/1792650579207983256)  2024-05-20T20:16Z [----] followers, [---] engagements


"@CorneliaLake Seems that there is still upside in $PWFL at least"  
[X Link](https://x.com/FinFreedomMgmt/status/1793033391501197419)  2024-05-21T21:37Z [----] followers, [---] engagements


"@CorneliaLake Thats quite a slug of $RIG that needs to be bought but if Im reading the table correctly not many days of volume. The bigger impact is on $PWFL and $SOC which should trade w better liquidity afterwards"  
[X Link](https://x.com/FinFreedomMgmt/status/1795509383356465367)  2024-05-28T17:36Z [----] followers, [---] engagements


"Good update encourage you to listen to the recording $PWFL $PWFL Webcast at Blair conference starts at 3:00 EST. Link here: https://t.co/8Ca8sfiEbc Stock off on cut to gross profit guide vs. investor day slides from 60% to 55-60%. $IOT also down from $40 to $33 and reports later this week. https://t.co/BxzbAR0Vjp $PWFL Webcast at Blair conference starts at 3:00 EST. Link here: https://t.co/8Ca8sfiEbc Stock off on cut to gross profit guide vs. investor day slides from 60% to 55-60%. $IOT also down from $40 to $33 and reports later this week. https://t.co/BxzbAR0Vjp"  
[X Link](https://x.com/FinFreedomMgmt/status/1798412049707581705)  2024-06-05T17:50Z [----] followers, [---] engagements


"@rjpjr12 $MFUT was a rock today nice ballast to the portfolio on an ugly day"  
[X Link](https://x.com/FinFreedomMgmt/status/1813704078838698241)  2024-07-17T22:35Z [----] followers, [---] engagements


"@FZucchi thanks for the update holding $CDX in case spreads blow out in high yield land"  
[X Link](https://x.com/FinFreedomMgmt/status/1819428603433529792)  2024-08-02T17:42Z [----] followers, [--] engagements


"@hkuppy Make EM Great Again"  
[X Link](https://x.com/FinFreedomMgmt/status/1881486794145104340)  2025-01-20T23:39Z [----] followers, [---] engagements


"@marketplunger1 Was shorting $ARKK stopped out. For the longest time this was the gift that kept on giving. Maybe Cathy has someone else managing the funds now"  
[X Link](https://x.com/FinFreedomMgmt/status/1890529951192879478)  2025-02-14T22:33Z [---] followers, [---] engagements


"@ShortsellerST SS any view on $ENVX or $PCT"  
[X Link](https://x.com/FinFreedomMgmt/status/1890770366366155252)  2025-02-15T14:29Z [---] followers, [---] engagements


"Energy council focus areas $SOC $NUKZ $GEV $TLN among other beneficiaries"  
[X Link](https://x.com/FinFreedomMgmt/status/1890917961981931555)  2025-02-16T00:15Z [----] followers, [----] engagements


"@BR_Kelleran @mfwarder You've been on fire lately with your podcast much appreciated Ben. #COAL $HCC $BTU mentioned for those interested"  
[X Link](https://x.com/FinFreedomMgmt/status/1891890457191305601)  2025-02-18T16:40Z [---] followers, [---] engagements


"$SOC this too shall pass. California Coastal Commission issues cease-and-desist letter to Sable Offshore after the oil company starts non-permitted construction work on Gaviota Coast News Channel 3-12 https://keyt.com/news/top-stories/2025/02/18/california-coastal-commission-issues-cease-and-desist-letter-to-sable-offshore-after-the-oil-company-starts-non-permitted-construction-work-on-gaviota-coast/"  
[X Link](https://x.com/FinFreedomMgmt/status/1892166893189931425)  2025-02-19T10:58Z [---] followers, 58.5K engagements


"@RocketPenguin75 Quite an amazing day looked like a serious tug of war between the bears and the bulls in $ENVX. The good guys won today"  
[X Link](https://x.com/FinFreedomMgmt/status/1892684012654620773)  2025-02-20T21:13Z [---] followers, [---] engagements


"@ArrakisGlobal Arrakis thanks for laying out your thinking. Closed positions in $VST and $CEG as they recovered losses from DeepSeek. Reduced $GEV but that looks like its getting too volatile for my taste. As much as I hate to close $TLN seriously considering it"  
[X Link](https://x.com/FinFreedomMgmt/status/1893645929346904281)  2025-02-23T12:55Z [---] followers, [---] engagements


"Very good summary of highlights from earnings call. $ENVX $envx From Rajs prepared statement: We had a very productive [----] especially Q4 we shipped early engineering samples to our lead smartphone OEM with the results confirming the critical safety tests are all passing. Additionally we received the cell dimensions as a $envx From Rajs prepared statement: We had a very productive [----] especially Q4 we shipped early engineering samples to our lead smartphone OEM with the results confirming the critical safety tests are all passing. Additionally we received the cell dimensions as a"  
[X Link](https://x.com/FinFreedomMgmt/status/1893665800411611534)  2025-02-23T14:14Z [---] followers, [---] engagements


"Interactive Brokers just sent me a notice that Sable $SOC reports before open tomorrow. Don't see anything on their website. Can anyone confirm"  
[X Link](https://x.com/FinFreedomMgmt/status/1894445439644057838)  2025-02-25T17:52Z [---] followers, [---] engagements


"@KeithMcCullough Thanks for that additional context Mucker. When I saw $VIX close inside the published range I breathed easier"  
[X Link](https://x.com/FinFreedomMgmt/status/1894538898870865995)  2025-02-26T00:04Z [---] followers, [---] engagements


"@newmork Theres no downside for them to act indignant and support the people. Political calculus at work. On the plus side Interactive Brokers has the bid ask spread midpoint up about 3%"  
[X Link](https://x.com/FinFreedomMgmt/status/1894544113178919251)  2025-02-26T00:24Z [---] followers, [---] engagements


"@TweetLeni Thanks $IAK has been doing well"  
[X Link](https://x.com/FinFreedomMgmt/status/1907018036789338290)  2025-04-01T10:31Z [----] followers, [--] engagements


"@marketplunger1 Fan of $ERO"  
[X Link](https://x.com/FinFreedomMgmt/status/1941110622281986504)  2025-07-04T12:23Z [----] followers, [--] engagements


"@realcj001 You can get it on Amazon. But I bought the 25lb bulk direct from the company not available on Amazon"  
[X Link](https://x.com/FinFreedomMgmt/status/1975337525976965499)  2025-10-06T23:09Z [----] followers, [--] engagements


"@Dumbmuskrat Nobody buys these ships theyre leased. Someone is trying to get folks to sell. The Exxon loan is a known entity"  
[X Link](https://x.com/FinFreedomMgmt/status/1981887350385877156)  2025-10-25T00:55Z [----] followers, [---] engagements


"Mitch I agree that the call is very optimistic. I suspect many sold first and will only look at the merits later if at all. Folks lumping in the refinance of the Exxon loan inflates the number. Makes a good shock headline but misleads investors. Sure it needs to be refinanced but that has been the case all along. We may yet have much to be thankful for on Thanksgiving"  
[X Link](https://x.com/FinFreedomMgmt/status/1984629538005860543)  2025-11-01T14:32Z [----] followers, [---] engagements


"@basadomente Basame to my untrained eye it looks like $LLY best move will be to buy them out"  
[X Link](https://x.com/FinFreedomMgmt/status/1987202533723447780)  2025-11-08T16:56Z [----] followers, [---] engagements


"@thekookreport Kook seems folks are pricing in a shutdown in perpetuity such that $ASTS is permanently blocked from moving forward until Starlink catches up. IYKYK"  
[X Link](https://x.com/FinFreedomMgmt/status/1988753010969755815)  2025-11-12T23:37Z [----] followers, [---] engagements


"@Archie_155 @Mike_Taylor1972 Interestingly Starbucks is quoted in the $WM press release that $PCT posted today"  
[X Link](https://x.com/FinFreedomMgmt/status/1989045868562133254)  2025-11-13T19:01Z [----] followers, [---] engagements


"@Reformed_Trader RVX and VXN staying elevated near [--] is a cause for concern. Staying defensive. $NVDA earnings may unwind all the fear back out but Ill believe it when I see it"  
[X Link](https://x.com/FinFreedomMgmt/status/1990918885730627626)  2025-11-18T23:03Z [----] followers, [--] engagements


"@KeithMcCullough Please also touch on $CLOZ"  
[X Link](https://x.com/FinFreedomMgmt/status/1991125523561410912)  2025-11-19T12:44Z [----] followers, [--] engagements


"Great sentiment indicator Cc: @Swingtrader 🚨OG BITCOIN WHALE SOLD $1.3 BILLION BTC Owen Gunden a $BTC holder since [----] has now sold all [-----] BTC worth $1.3 BILLION. One of Bitcoins earliest whales is OUT 👀 https://t.co/UnN0txdUwU 🚨OG BITCOIN WHALE SOLD $1.3 BILLION BTC Owen Gunden a $BTC holder since [----] has now sold all [-----] BTC worth $1.3 BILLION. One of Bitcoins earliest whales is OUT 👀 https://t.co/UnN0txdUwU"  
[X Link](https://x.com/FinFreedomMgmt/status/1991637722965110932)  2025-11-20T22:40Z [----] followers, [--] engagements


"Excellent corollary to many small growth names. I underestimated how much exposure Fannie and Freddie ("F2") have to crypto not on balance sheet but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean. Forced liquidations and margin calls in crypto are leading to F2 share sales I underestimated how much exposure Fannie and Freddie ("F2") have to crypto not on balance sheet but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean. Forced liquidations and margin calls in crypto are leading to F2 share"  
[X Link](https://x.com/FinFreedomMgmt/status/1991951431419691377)  2025-11-21T19:26Z [----] followers, [--] engagements


"@AcctNo994 @wakerife123 The critical minerals acquisition seems to lend credence to that view. Thats aside from the numerous projects underway that dovetail w the US Gov goals"  
[X Link](https://x.com/FinFreedomMgmt/status/1992307663905132674)  2025-11-22T19:02Z [----] followers, [--] engagements


"@Lars57360069 Market cap 660m Friday close"  
[X Link](https://x.com/FinFreedomMgmt/status/1992377946372513829)  2025-11-22T23:41Z [----] followers, [---] engagements


"@Reformed_Trader in a bull market it seems really easy re:2021"  
[X Link](https://x.com/FinFreedomMgmt/status/1995940565532508394)  2025-12-02T19:38Z [----] followers, [--] engagements


"@Reformed_Trader VIX saying we go higher. Lower risk environment triggers systematic buying by vol control funds"  
[X Link](https://x.com/FinFreedomMgmt/status/1996686794276921407)  2025-12-04T21:03Z [----] followers, [----] engagements


"@Reformed_Trader Its a conundrum. Transports say bull market meanwhile high beta / growth say not"  
[X Link](https://x.com/FinFreedomMgmt/status/2001807067468718432)  2025-12-19T00:09Z [----] followers, [--] engagements


"Gonna call this the Kook report rally. Thank you @thekookreport $ASTS $ASTS: The definitive research report on AST SpaceMobile by @thekookreport has dropped Do yourself a favor this holiday season - print this out and read it in its entirety. If you don't have time feed it into Google NotebookLM and listen to it $ASTS: The definitive research report on AST SpaceMobile by @thekookreport has dropped Do yourself a favor this holiday season - print this out and read it in its entirety. If you don't have time feed it into Google NotebookLM and listen to it"  
[X Link](https://x.com/FinFreedomMgmt/status/2003211290316275735)  2025-12-22T21:09Z [----] followers, [---] engagements


"$SOC more Christmas gifts https://sableoffshore.com/news/news-details/2025/Sable-Offshore-Corp--Announces-Receipt-of-Emergency-Special-Permit-from-PHMSA-for-Santa-Ynez-Pipeline-System-Segments/default.aspx https://sableoffshore.com/news/news-details/2025/Sable-Offshore-Corp--Announces-Receipt-of-Emergency-Special-Permit-from-PHMSA-for-Santa-Ynez-Pipeline-System-Segments/default.aspx"  
[X Link](https://x.com/FinFreedomMgmt/status/2003868412800573760)  2025-12-24T16:40Z [----] followers, [----] engagements


"@JasonStrom_ My read is that $SOC just got the green light to go no mother may Is required"  
[X Link](https://x.com/FinFreedomMgmt/status/2003870893223858337)  2025-12-24T16:50Z [----] followers, [----] engagements


"$SOC max pain far below price. I think we have stranded puts as a result of the news this week. Still algos trying to keep a lid on price. That will reset somewhat for next week"  
[X Link](https://x.com/FinFreedomMgmt/status/2003930606577897534)  2025-12-24T20:47Z [----] followers, [---] engagements


"@thekookreport Fun read Kook The machines overshot todays max pain point by a couple bucks. Friday should be fun"  
[X Link](https://x.com/FinFreedomMgmt/status/2004008206654493004)  2025-12-25T01:56Z [----] followers, [---] engagements


"@thekookreport Amen brother Merry Christmas to you and the Kook family"  
[X Link](https://x.com/FinFreedomMgmt/status/2004010782384968039)  2025-12-25T02:06Z [----] followers, [---] engagements


"$ASTS this post reminds me of the early days of cell phones. In the US you had proprietary stacks with the major telcos. In Europe and elsewhere you had GSM service. I had a separate Nokia phone for international travel. What a dream to roam seamlessly. I'm a long term investor. I'd rather see a big stream of water than today's drop. I share a meaningful Linkedin post. The fact that AT&T Nokia Ast Spacemobile and other company's technical staffs have expressed sympathy for this post means it's not this one person's idea. https://t.co/ZPftPrJCKA I'm a long term investor. I'd rather see a big"  
[X Link](https://x.com/FinFreedomMgmt/status/2004592764160471129)  2025-12-26T16:38Z [----] followers, [----] engagements


"@judahrhodie That fermented taste at [--] days is not for everyone. I enjoyed it the one time I went that long"  
[X Link](https://x.com/FinFreedomMgmt/status/2005364659155591302)  2025-12-28T19:46Z [----] followers, [--] engagements


"@100xCompounding @Woirble @dwarf_co Is the DOE loan needed if sales begin in the first quarter Are they a favorable way to refi the Exxon loan"  
[X Link](https://x.com/FinFreedomMgmt/status/2005367957598376011)  2025-12-28T19:59Z [----] followers, [--] engagements


"@100xCompounding In fairness I personally wait for the downside momentum to abate. Have tried catching too many falling knives in the past"  
[X Link](https://x.com/FinFreedomMgmt/status/2005677568830459987)  2025-12-29T16:29Z [----] followers, [--] engagements


"@SqueezeMetrics Space the final frontier"  
[X Link](https://x.com/FinFreedomMgmt/status/2005744426979844161)  2025-12-29T20:55Z [----] followers, [---] engagements


"@Reformed_Trader RT looks like institutional money coming in in block trades. How do you see it"  
[X Link](https://x.com/FinFreedomMgmt/status/2005778590424527202)  2025-12-29T23:10Z [----] followers, [----] engagements


"@Reformed_Trader 😂 same stuff different day"  
[X Link](https://x.com/FinFreedomMgmt/status/2006018696452481151)  2025-12-30T15:05Z [----] followers, [---] engagements


"@Reformed_Trader $RCMP making higher lows since November [--] $BTC continues to form base up on day helps the growth sector"  
[X Link](https://x.com/FinFreedomMgmt/status/2006021113285861854)  2025-12-30T15:14Z [----] followers, [--] engagements


"@TheFlowHorse Horse I am enjoying being in the singularity here"  
[X Link](https://x.com/FinFreedomMgmt/status/2006031396230328357)  2025-12-30T15:55Z [----] followers, [--] engagements


"@SunvMikey You said it the overall small cap growth sector has been trying to get off the mat for the month"  
[X Link](https://x.com/FinFreedomMgmt/status/2006127256179999221)  2025-12-30T22:16Z [----] followers, [---] engagements


"@SunvMikey For now. Lots of small growth have gotten crushed. Some will go on to glory others to the dustbin"  
[X Link](https://x.com/FinFreedomMgmt/status/2006477053458260053)  2025-12-31T21:26Z [----] followers, [--] engagements


"@hubermanlab Really enjoy these Andrew. I dont always have [--] hours to get to the punchline 😂"  
[X Link](https://x.com/FinFreedomMgmt/status/2006841527335792821)  2026-01-01T21:34Z [----] followers, [--] engagements


"@JayCrude265 Theres enough to drill offshore w/out having to engage the CA political mob again"  
[X Link](https://x.com/FinFreedomMgmt/status/2007252740997820592)  2026-01-03T00:48Z [----] followers, [--] engagements


"@100xCompounding Yes and services sector"  
[X Link](https://x.com/FinFreedomMgmt/status/2007943690107437288)  2026-01-04T22:34Z [----] followers, [---] engagements


"@MrNeverSell You might want to go back to the original calculations that @CorneliaLake did and update the w revised dilution your assumptions. I do think $SOC will do further drilling and perhaps acquire more drilling rights now that they are on offer from Feds"  
[X Link](https://x.com/FinFreedomMgmt/status/2008149519205384515)  2026-01-05T12:12Z [----] followers, [---] engagements


"$SOC someone was in a hurry to buy shares in the overnight market. A wise man once said there are no bad prints. $SOC spike to [----] overnight likely stop-driven (shorts clustered 12.813.0). Next move depends on reload: 🟢 Hold 12.6+ retry [------] 🔵 Chop 12.212.9 digest 🔴 Lose [----] fade 11.511.8 Thoughts https://t.co/nkHq79atjy $SOC spike to [----] overnight likely stop-driven (shorts clustered 12.813.0). Next move depends on reload: 🟢 Hold 12.6+ retry [------] 🔵 Chop 12.212.9 digest 🔴 Lose [----] fade 11.511.8 Thoughts https://t.co/nkHq79atjy"  
[X Link](https://x.com/FinFreedomMgmt/status/2008150741702361200)  2026-01-05T12:17Z [----] followers, [---] engagements


"$SOC SB fire chief quoted as saying there was an agreement with Sable to provide 24-hour advance warning. Of a restart of the pipelines. @CorneliaLake Another local $soc news story from tgecsanta barbara independent from January [--] Sable Offshore Wins Court Battle over Oil Pipelines Enviro Groups Vow to Continue the Fight to Stop Restart Permit By Nick Welsh Fri Jan [--] [----] 1:25pm Add https://t.co/AlQPlBfTvs on Google @CorneliaLake Another local $soc news story from tgecsanta barbara independent from January [--] Sable Offshore Wins Court Battle over Oil Pipelines Enviro Groups Vow to Continue"  
[X Link](https://x.com/FinFreedomMgmt/status/2008220474174779408)  2026-01-05T16:54Z [----] followers, [----] engagements


"@ultradeepa Very much doubt this result is a surprise to the $SOC team. It's simply the next step that was required. Now we go full on Fed"  
[X Link](https://x.com/FinFreedomMgmt/status/2009008308401950724)  2026-01-07T21:04Z [----] followers, [---] engagements


"@KeithMcCullough Coach your bond / fixed income holdings are understated. Should be shown as total return to reflect dividends"  
[X Link](https://x.com/FinFreedomMgmt/status/2010519623930663133)  2026-01-12T01:10Z [----] followers, 10.7K engagements


"Nicely put DH $SOC Be Sec of transp your boss hates cali loves oil cali hates oil learn about massive oil field in SB litigated by your boss enemies $soc oil ready to flow just need permits big brain moment No enforcement action invite special permits watch as gas flares & enemies cry https://t.co/1OaQGkVV8Z Be Sec of transp your boss hates cali loves oil cali hates oil learn about massive oil field in SB litigated by your boss enemies $soc oil ready to flow just need permits big brain moment No enforcement action invite special permits watch as gas flares & enemies cry https://t.co/1OaQGkVV8Z"  
[X Link](https://x.com/FinFreedomMgmt/status/2010844682826154107)  2026-01-12T22:41Z [----] followers, [---] engagements


"$SOC max pain at [-----] as of last night according to Barcharts for this week's options expiry"  
[X Link](https://x.com/FinFreedomMgmt/status/2011445450067657119)  2026-01-14T14:29Z [----] followers, [---] engagements


"@Predictivepowe1 @CorneliaLake Thanks Judd it does look like the CCC was actively working to sow FUD for Sables stock $SOC. I am frankly shocked. /s"  
[X Link](https://x.com/FinFreedomMgmt/status/2014131606039015794)  2026-01-22T00:22Z [----] followers, [---] engagements


"For noobs Quad [--] is when economic growth is accelerating and inflation is decelerating; ie when pigs can fly. Big time in #Quad1 Big time in #Quad1"  
[X Link](https://x.com/FinFreedomMgmt/status/2014512537325199718)  2026-01-23T01:36Z [----] followers, [--] engagements


"Here's the link to the AG press release https://oag.ca.gov/news/press-releases/attorney-general-bonta-sues-trump-administration-protect-california%E2%80%99s $SOC  Sable Offshore(SOC)         Sable Offshore       https://oag.ca.gov/news/press-releases/attorney-general-bonta-sues-trump-administration-protect-california%E2%80%99s $SOC  Sable Offshore(SOC)         Sable Offshore"  
[X Link](https://x.com/FinFreedomMgmt/status/2014800808001323213)  2026-01-23T20:42Z [----] followers, [--] engagements


"@SureThingCap @CorneliaLake So you think the sell off is on the lack of growth Seems a bit much. -11% at lows"  
[X Link](https://x.com/FinFreedomMgmt/status/1856359413562355961)  2024-11-12T15:32Z [----] followers, [--] engagements


"$BTU America NEEDS the coal industry to thrive. You cant separate energy from the economy or national security. The coal industry is the backbone of BOTH. To our miners we need you we applaud you and we are grateful for you https://t.co/v3fizrSOHF America NEEDS the coal industry to thrive. You cant separate energy from the economy or national security. The coal industry is the backbone of BOTH. To our miners we need you we applaud you and we are grateful for you https://t.co/v3fizrSOHF"  
[X Link](https://x.com/FinFreedomMgmt/status/2012562998339027088)  2026-01-17T16:29Z [----] followers, [---] engagements


"@Anthony65092926 Coordinating w the AG or no idea how to move forward"  
[X Link](https://x.com/FinFreedomMgmt/status/2015936677064159673)  2026-01-26T23:55Z [----] followers, [---] engagements


"@Woirble @Anthony65092926 No I dont think a loan guarantee is ruled out. If they are keeping OS&T on the table then I would assume is as well. Again they are going for max flexibility imo"  
[X Link](https://x.com/FinFreedomMgmt/status/2019019627452621106)  2026-02-04T12:06Z [----] followers, [--] engagements


"$GUR good way to get exposure to emerging Europe as well. https://x.com/christhesuit/status/885348222411169792 $epol cheap and in an uptrend. Value + momentum proven factors @MebFaber https://t.co/YavFcfwvdj https://x.com/christhesuit/status/885348222411169792 $epol cheap and in an uptrend. Value + momentum proven factors @MebFaber https://t.co/YavFcfwvdj"  
[X Link](https://x.com/FinFreedomMgmt/status/885452770626719745)  2017-07-13T10:56Z [----] followers, [--] engagements

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