#  @GavMcCracken Gavin Gavin posts on X about gold, silver, this is, $maiv the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1486417511763656706/interactions)  - [--] Week [-------] -4% - [--] Month [---------] +84% - [--] Months [---------] +627% - [--] Year [---------] +74% ### Mentions: [--] [#](/creator/twitter::1486417511763656706/posts_active)  - [--] Week [--] -29% - [--] Month [---] +75% - [--] Months [-----] +471% - [--] Year [-----] +187% ### Followers: [-----] [#](/creator/twitter::1486417511763656706/followers)  - [--] Week [-----] +3.20% - [--] Month [-----] +22% - [--] Months [-----] +272% - [--] Year [-----] +414% ### CreatorRank: [-------] [#](/creator/twitter::1486417511763656706/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 56.74% [countries](/list/countries) 21.28% [stocks](/list/stocks) 11.35% [currencies](/list/currencies) 8.51% [cryptocurrencies](/list/cryptocurrencies) 5.67% [technology brands](/list/technology-brands) 4.26% [social networks](/list/social-networks) 2.13% [exchanges](/list/exchanges) 2.13% [celebrities](/list/celebrities) 1.42% [financial services](/list/financial-services) 0.71% **Social topic influence** [gold](/topic/gold) #2078, [silver](/topic/silver) #2510, [this is](/topic/this-is) 12.77%, [$maiv](/topic/$maiv) #1, [future](/topic/future) 8.51%, [$apmto](/topic/$apmto) 7.8%, [$uun](/topic/$uun) 7.8%, [money](/topic/money) 7.09%, [$anpmf](/topic/$anpmf) 7.09%, [$pgdcv](/topic/$pgdcv) #1 **Top accounts mentioned or mentioned by** [@baltostar](/creator/undefined) [@calvinfroedge](/creator/undefined) [@lars57360069](/creator/undefined) [@toiletkingcap](/creator/undefined) [@qftnoise](/creator/undefined) [@fmayford97841](/creator/undefined) [@decaysurfer](/creator/undefined) [@davidke73483404](/creator/undefined) [@sengerchristof](/creator/undefined) [@alex__j](/creator/undefined) [@b_winning](/creator/undefined) [@kirksrevenge](/creator/undefined) [@prjowntime](/creator/undefined) [@xatraxion](/creator/undefined) [@itsthesquonky](/creator/undefined) [@tsargrad977](/creator/undefined) [@assettraveller](/creator/undefined) [@practpreserver](/creator/undefined) [@petertherock89](/creator/undefined) [@jack93882578](/creator/undefined) **Top assets mentioned** [apM Coin (APM)](/topic/$apm) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [BHP Group Limited (BHP)](/topic/$bhp) [Cameco Corporation (CCJ)](/topic/$ccj) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [PAN American Silver Corp (PAAS)](/topic/$paas) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Denison Mines Corp (DNN)](/topic/$dnn) [Assemble Protocol (ASM)](/topic/$asm) ### Top Social Posts Top posts by engagements in the last [--] hours "@Lars57360069 $ASM.TO $ASM just doesn't have the value story here. If anything it's close to fairly valued since money today (and high FCF today) is worth much more than high FCF tomorrow (or money tomorrow)" [X Link](https://x.com/GavMcCracken/status/1986630754495869405) 2025-11-07T03:04Z [----] followers, [---] engagements "I just bought 50oz for the cause. Good night everyone TDS was less than [--] cents from getting stopped out again with millions in losses. Lets get silver to $92 https://t.co/uuTRObRQKs TDS was less than [--] cents from getting stopped out again with millions in losses. Lets get silver to $92 https://t.co/uuTRObRQKs" [X Link](https://x.com/GavMcCracken/status/2011333157589561669) 2026-01-14T07:02Z [----] followers, [----] engagements "@toiletkingcap I am too schizophrenic for this to become a content creator substack. It's a lifestyle substack. No this has no connection with "lifestyle company" e.g. $FUU $NXE etc https://x.com/i/status/2011523657189954020 @unearthed2023 @KParaat Im insane. 1/2 way @toiletkingcap @SilverCrisis405 @kenwaldek @PraiseKek @Xatraxion begged me to delever. They're great friends and great people but @Shugoofie did a tarot card reading & got best [--] cards. She said I couldn't delever or the spirits would be angry. I was locked in. https://x.com/i/status/2011523657189954020 @unearthed2023 @KParaat Im" [X Link](https://x.com/GavMcCracken/status/2011529215892758929) 2026-01-14T20:01Z [----] followers, [----] engagements "$EQX didn't own the Gold Rock deposit $MAI.V did. Pan mine is short life. $MAI.V will get the *EXACT* same synergy that you missed out on when you sold your $APM.TO $ANPMF at $2CAD/share. That synergy Truck the f*cking ore to an already existing processing plant. Save capex. I think at this point the best way to play $mai.v is to buy $eqx who will be dumping into this ridiculous pump. There is a reason equinox thought this asset was non-core. And the shareholder base of Minera Alamos is now Hycroft Part [--] not exactly what Im looking for. https://t.co/dHiB9IWPrB I think at this point the best" [X Link](https://x.com/GavMcCracken/status/2012333708351766614) 2026-01-17T01:18Z [----] followers, [----] engagements "@itsthesquonky @calvinfroedge Andean precious metals is the closest thing. High insider ownership and a big discount because people though california and bolivia were uninvestable. That said bolivia produces tons of silver it's not that "uninvestable". Argentina is viewed as investing in an active warzone" [X Link](https://x.com/GavMcCracken/status/2012359474951209437) 2026-01-17T03:01Z [----] followers, [---] engagements "@itsthesquonky @calvinfroedge The argentina discount is why this was trading so cheaply so it's not directly comparable to $APM.TO $ANPMF even though $APM is up like 30x off the lows or something" [X Link](https://x.com/GavMcCracken/status/2012359597051514890) 2026-01-17T03:01Z [----] followers, [---] engagements "Added another [----] shares of $MAI.V today and since shares shorted of $PGDC.V is rising fast I added 50k shares there too. Almost [--] mil shares sold short now so I'm happy to take that bet most of the shares being sold out of the current volume are actually borrowed atmπ This is getting stupid with 5x potential here for $MAI.V $MAIFD $MAIFF Pick and choose the assets you think they'll bring online (definitely all three USA assets which cumulatively are 2.1bil USD against a fully diluted market cap of [---] Canadian Rupees (fake currency). https://t.co/yWvlzCx4ah This is getting stupid with 5x" [X Link](https://x.com/GavMcCracken/status/2013993864160227833) 2026-01-21T15:15Z [----] followers, 11.8K engagements "@Hky919 @Stonkseeker $APM CEO derisked his initial investment into the company + a bit more. Insiders always sell when stocks multibag. Pretty hard to read into it" [X Link](https://x.com/GavMcCracken/status/2014002273987252332) 2026-01-21T15:48Z [----] followers, [---] engagements "@TheSeeqer I sold it all for $MAI.V and $PGDC.V recently I bought back 5k shares $APM today (tiny position) just cuz it was $10CAD/share" [X Link](https://x.com/GavMcCracken/status/2014172024793350266) 2026-01-22T03:03Z [----] followers, [---] engagements "I can't emphasize this enough: statements like "it's priced in" couldn't be farther from truth. The news quants are scraping to make trading decisions - I'm sure there's alpha in it - but you can find news articles with interviewed political figures telling you a 3x is incoming The spanish internet is a literal gold mine for gold mines. Holy sh*t I have found another nugget of multibagger alpha. The spanish internet is a literal gold mine for gold mines. Holy sh*t I have found another nugget of multibagger alpha" [X Link](https://x.com/GavMcCracken/status/2014258491104575837) 2026-01-22T08:47Z [----] followers, 11.3K engagements "The gold price is already over $5000. How do I know Tether gold is redeemable for gold: it's $5035. Btw they raise money similar to SPUT $U.UN $SRUUF in the #uranium space. So this is pent up demand for new gold buys. Tether bought sovereign level amounts of gold in 2025" [X Link](https://x.com/GavMcCracken/status/2015341386430886395) 2026-01-25T08:30Z [----] followers, 15.1K engagements "LOL $PGDC.V $HGLD $MAI.V $MAIFF $MAIFD $GSVR.V $GSVRF" [X Link](https://x.com/GavMcCracken/status/2015595694082453561) 2026-01-26T01:20Z [----] followers, [----] engagements "@commodityrsr @SargentoHighwa4 @toiletkingcap lol these f*cking idiots think it's fairly valued Wow. No wonder I 100x'd my net worth in a single year last year. Mining investors are idiots. $MAI.V $MAIFF using just the USA assets is 4x under a fair NPV8 valuation" [X Link](https://x.com/GavMcCracken/status/2016320721690231235) 2026-01-28T01:21Z [----] followers, [----] engagements "Albertsons Bagger is a Demystifying Life substack reader. On top of that the man can buy hold and buy every dip. P.S. Since he is my friend I will dox him if this gets 1k likes π Owning silver & gold jrs has made me so rich. I'm up $4M USD in [----] alone and we haven't even finished the first month of the year. holy fucking shit. i wish i could tell my family about this or any of my friends but instead im here sharing it with my anon twitter friends Owning silver & gold jrs has made me so rich. I'm up $4M USD in [----] alone and we haven't even finished the first month of the year. holy fucking" [X Link](https://x.com/GavMcCracken/status/2016386846213943388) 2026-01-28T05:44Z [----] followers, [----] engagements "I f*cking made it lads. Up nicely on my $MAI.V buys and up 10% on my $PGDC.V buys. Sometimes not chasing a rally and keeping buying power really f*cking works out. Might need to put in a stink bid at $4.75 CAD $MAI.V so I don't start getting margin call emails every morning Also I bought $MUR today cuz it's down 5% and if Iran gets bombed $80 Brent is coming Added gently to both $MAI.V and $PGDC.V today. Both trading substantially below fundamental value with even $3.75k gold. Gently because not sure how long this will go on for happy knowing all I have to do is long though. Added gently to" [X Link](https://x.com/GavMcCracken/status/2017323189412548967) 2026-01-30T19:45Z [----] followers, [----] engagements "@toiletkingcap Yes $DHT did well for me today" [X Link](https://x.com/GavMcCracken/status/2017392064489816366) 2026-01-31T00:18Z [----] followers, [---] engagements "The number of holders of Tether gold continues to grow exponentially with tons of retail investors buying the current dip in gold. If retail are still buying gold at $4800 this quickly it's likely that the cycle doesn't end. There is still f*cking exponential growth. Remember $MAI.V and $PGDC.V only need $3500 gold to 2x from their current share proces. Gold tailwinds remain: retail interest can be inferred to be growing exponentially. Usually cycles are marked by retail dumping when they feel gold has gotten too expensive. https://twitter.com/i/web/status/2017707338782961810" [X Link](https://x.com/GavMcCracken/status/2017707338782961810) 2026-01-31T21:11Z [----] followers, [----] engagements "Can people explain to me if Kevin warsh is hawkish or dovish. The mainstream media says hawkish schizos say dovish. Which is it" [X Link](https://x.com/GavMcCracken/status/2017783072465539331) 2026-02-01T02:12Z [----] followers, 10.5K engagements "Idk how @calvinfroedge has so many haters. He's literally one of the best retail investors globally but then again I guess people hate em cuz they ain't em To all the "Calvin discovered mining yesterday" people Here are posts from 2022-2024 where I told people to get long what are now mid-large cap miners and physical (or to get out of First Quantum before the protests) Nearly everything discussed has multi bagged https://t.co/H2Nv7LQpzq To all the "Calvin discovered mining yesterday" people Here are posts from 2022-2024 where I told people to get long what are now mid-large cap miners and" [X Link](https://x.com/GavMcCracken/status/2018479226253664608) 2026-02-03T00:18Z [----] followers, 11.4K engagements "Now that y'all dumped your gold miners I can say I'm proud I successfully bought the dip in $MAI.V $MAIFD $MAIFF & gold futures. Congratulations for getting stopped out anon now you get to chase because you didn't model the FCF with $3800 or even any number π And you f*cking dumped your jr. gold miners that were trading at 20% NPV8 using $4000 gold anon And you f*cking dumped your jr. gold miners that were trading at 20% NPV8 using $4000 gold anon" [X Link](https://x.com/GavMcCracken/status/2018618356467941503) 2026-02-03T09:31Z [----] followers, 10.1K engagements "TL;DR: they have multiple paths to multibagging the stock and those paths remain available with $3000 gold. No other gold miners have the same upside with $3000 gold. None of them. Since we don't know when $6000 gold will happen (could be next cycle) this is my racehorse" [X Link](https://x.com/GavMcCracken/status/2019159814933246194) 2026-02-04T21:23Z [----] followers, [----] engagements "@tsargrad977 Balls of steel or not since it has so much diversification baked in" [X Link](https://x.com/GavMcCracken/status/2019163527853068397) 2026-02-04T21:37Z [----] followers, [---] engagements "Gold down 1.46% so jr gold miners that haven't gone up much with gold are down 5%. $MAI.V $MAIFF announces they're [--] months ahead of previous schedule as far as bringing the Gold Rock mine online and this is still enough to knock them down 2.5%" [X Link](https://x.com/GavMcCracken/status/2019494024802103479) 2026-02-05T19:31Z [----] followers, [----] engagements "@Raw_Bull Why is $RGLD down more than it today then And $RGLD doesn't have potential 10x upside" [X Link](https://x.com/GavMcCracken/status/2019495294938018212) 2026-02-05T19:36Z [----] followers, [---] engagements "If Minera Alamos actually make all the target dates they're talking about in this they're significantly ahead of my forecasted schedule. Resultantly a new NPV8 calculation would add hundreds of millions of value compared to the one I did. I'll make a new model $MAI.V $MAIFF $MAI.v Darren Blasutti joins @TrevAHall with Mining Stock Daily podcast for an update on some recent developments including our [----] guidance for the Pan mine released yesterday and some catalysts to watch out for in the coming months. https://t.co/KKIQVgdlw9 $MAI.v Darren Blasutti joins @TrevAHall with Mining Stock Daily" [X Link](https://x.com/GavMcCracken/status/2019539649711206431) 2026-02-05T22:32Z [----] followers, [----] engagements "@Adrian_Trade @FACEIT The fact it's not solid 99.9% silver immediately makes it boring anyway" [X Link](https://x.com/GavMcCracken/status/2020124663066583053) 2026-02-07T13:17Z [----] followers, [--] engagements "Looks like everyone capitulated on their gold miners early. CIBC sees gold averaging $6000 an ounce as safe-haven demand persists Kitco News https://share.google/I1C4wu8eBBjnWXZdV https://share.google/I1C4wu8eBBjnWXZdV" [X Link](https://x.com/GavMcCracken/status/2020139088628650316) 2026-02-07T14:14Z [----] followers, [----] engagements "@AssetTraveller @FMayford97841 You're asking an internet troll. Best Imo are $MAI.V $MAIFF $PGDC.V $HGLD $GSVR.V $GSVRF" [X Link](https://x.com/GavMcCracken/status/2020279776582463681) 2026-02-07T23:33Z [----] followers, [---] engagements "Wells Fargo calling for $6100 to $6300 year end gold price. Not much longer then miners will go all at once. https://www.thestreet.com/investing/top-bank-revamps-gold-price-target-for-rest-of-2026 https://www.thestreet.com/investing/top-bank-revamps-gold-price-target-for-rest-of-2026" [X Link](https://x.com/GavMcCracken/status/2021013186863038513) 2026-02-10T00:07Z [----] followers, 16.6K engagements "@PractPreserver wow that's not much $MAI.V is as guaranteed a 10x as a stock can be with $6000" [X Link](https://x.com/GavMcCracken/status/2021084870437716173) 2026-02-10T04:52Z [----] followers, [---] engagements "@decaysurfer Bro with $6000 gold I'm getting multiple 10x's $MAI.V $MAIFF $PGDC.V $HGLD etc. That's more than enough for me" [X Link](https://x.com/GavMcCracken/status/2021085297371652354) 2026-02-10T04:54Z [----] followers, [---] engagements "@DavidKe73483404 Takes time and patience in my past experience these things have usually been boring then extremely exciting then boring etc" [X Link](https://x.com/GavMcCracken/status/2021277683221676399) 2026-02-10T17:38Z [----] followers, [----] engagements "@petertherock89 @DavidKe73483404 I can guess it will be like +100mil USD of NPV8 to gold rock I will post it in the near future. Spent [--] hours yesterday researching a new idea" [X Link](https://x.com/GavMcCracken/status/2021283404231397760) 2026-02-10T18:01Z [----] followers, [---] engagements "Because Canadians are not a serious people. Corruption is wild here and people are too stoned to care How is Mark Carney avoiding answering why he and Diana Fox had a relationship with Ghislaine Maxwell Why is every other politician having to explain their ties to Jeffrey Epstein but him https://t.co/nuuYhOutMz How is Mark Carney avoiding answering why he and Diana Fox had a relationship with Ghislaine Maxwell Why is every other politician having to explain their ties to Jeffrey Epstein but him https://t.co/nuuYhOutMz" [X Link](https://x.com/GavMcCracken/status/2021370345316548985) 2026-02-10T23:47Z [----] followers, [----] engagements "15% discount rate and 4k gold looooooooool all the marketing people use 5% discount rates $MAI.V PT: $10 CAD (base case) Derived from this rough draft Excel model Assumptions: - $2000 AISC for all [--] US mines - Base case uses $4000 gold - 15% Discount Rate - 0.8x NPV - FD share count of 155m Mexico Assumptions - $1200 AISC - 0.6x NPV (lower multiple for https://t.co/HVv8ZcaYp0 $MAI.V PT: $10 CAD (base case) Derived from this rough draft Excel model Assumptions: - $2000 AISC for all [--] US mines - Base case uses $4000 gold - 15% Discount Rate - 0.8x NPV - FD share count of 155m Mexico Assumptions" [X Link](https://x.com/GavMcCracken/status/2021393038157938863) 2026-02-11T01:17Z [----] followers, [----] engagements "@Dar_Booth you mean to say people in Canada aren't serious and don't think very hard about this stuff or actually care about it" [X Link](https://x.com/GavMcCracken/status/2021421987579691267) 2026-02-11T03:12Z [----] followers, [---] engagements "@SengerChristof Their producing mine is in Nevada & their next [--] mines to come online are both in the USA too they'll have 140k oz/yr USA production with avg AISC $1450/oz gold and then their 4th mine coming online Q4 [----] is in Mexico but somehow everyone thinks this is a Mexican miner" [X Link](https://x.com/GavMcCracken/status/2021521396657267014) 2026-02-11T09:47Z [----] followers, [---] engagements "@Jack93882578 They will develop them. This management team is known for developing mines with minimal capex to get them online" [X Link](https://x.com/GavMcCracken/status/2021651330302193983) 2026-02-11T18:23Z [----] followers, [---] engagements "@Jack93882578 They already have the financing 9mil FCF/quarter with current gold price from their Pan mine I think around 30mil cash banked too. They're the best option there is right now lol" [X Link](https://x.com/GavMcCracken/status/2021651552407265778) 2026-02-11T18:24Z [----] followers, [---] engagements "It's almost like despite what media and X engagement farmers would have you believe central banks aren't selling their gold to buy USD and USTs π€ All that selling and re-dollarization talk and the dollar didn't budge Hmm. Weird. https://t.co/UjqDjZmJBk All that selling and re-dollarization talk and the dollar didn't budge Hmm. Weird. https://t.co/UjqDjZmJBk" [X Link](https://x.com/GavMcCracken/status/2022074726542446964) 2026-02-12T22:25Z [----] followers, [----] engagements "This is why I've been doing my best to not trade. As of a few weeks ago I realized gold had to consolidate before the jr miners would start to correlate with it. So I've just been chilling. @BaronDestructo @silvertrade @GavMcCracken How many trades were affected by this misinformation A whole bunch more than likely. @BaronDestructo @silvertrade @GavMcCracken How many trades were affected by this misinformation A whole bunch more than likely" [X Link](https://x.com/GavMcCracken/status/2022395997834613221) 2026-02-13T19:42Z [----] followers, [----] engagements "I mean seriously imagine a federal government that was just a provincial one. Small. Efficient. Beautiful rocky mountains. No extra federal taxes that just go to Carney's cousins VC startup as a "gender equality in Saudi Arabia" donation" [X Link](https://x.com/GavMcCracken/status/2022761082977145265) 2026-02-14T19:53Z [----] followers, [----] engagements "@birdseye88 I just wish we could have free markets where people educate themselves about what they want to invest in" [X Link](https://x.com/GavMcCracken/status/2023007571645464834) 2026-02-15T12:12Z [----] followers, [---] engagements "Here is a man who has never driven across a continent who instead vouches for goyimgold created by epstein's Mossad/CIA ring of criminals. Pretty obvious that three letter agencies solved fast prime factorization long ago. @GavMcCracken Good luck leaving with a big bag of gold coins in your backpack @GavMcCracken Good luck leaving with a big bag of gold coins in your backpack" [X Link](https://x.com/GavMcCracken/status/2023190334315155903) 2026-02-16T00:18Z [----] followers, [----] engagements "@JohnWal77147864 It is not $CERT this company will have 90k+ oz/yr gold and 1mil oz/yr silver from the mine coming online within weeks. Current market cap is below 250mil USD" [X Link](https://x.com/GavMcCracken/status/2011244710871122262) 2026-01-14T01:11Z [----] followers, [---] engagements "Random Ph.D. student on AI paper publishing spree with newsletter on biochemistry athletics & finance outperforms internet "experts" and professional analysts/pundits while living on peanut butter and banana sandwhiches to save costs to maximize gains in bull market for his future company where he plans to lose money perpetually until solving moonshot science problem(s) (that likely won't be monetizable) all from fresh powder at BC ski resort β·π Make your life beautiful anon it's not too late to weaponize your autism and go as hard as your hyperfixation superpowers allow. P.S. I also take" [X Link](https://x.com/GavMcCracken/status/2017360618316304627) 2026-01-30T22:13Z [----] followers, 33.2K engagements "I'm cooking an investment idea at the moment but I can't find the information I want to find and neither can the LLMs. I'm convinced it's on the internet somewhere though" [X Link](https://x.com/GavMcCracken/status/2019135772960649690) 2026-02-04T19:47Z [----] followers, [----] engagements "Best risk/reward in an undervalued gold miner: Minera Alamos a π§΅about why this stock is currently 60% of my portfolio. $MAI.V $MAIFF $MAIFD #gold $GDXJ $GDX $ABX $ABX.TO $NEM $IAU $GLD $GLDM $SGOL #pm" [X Link](https://x.com/GavMcCracken/status/2019159776647868701) 2026-02-04T21:22Z [----] followers, 24.7K engagements "JP Morgan $6300 CIBC $6000 Wells Fargo $6100 Bank of America $6000 UBS $6000 Deutsche Bank $6000 Societe Generale $6000 It seems like banks are globally converging to believe $6000 gold is inevitable. If only jr miners made money at 5k/oz π https://www.kitco.com/news/off-the-wire/2026-02-02/jp-morgan-expects-gold-prices-reach-6300oz-end-2026 https://www.kitco.com/news/off-the-wire/2026-02-02/jp-morgan-expects-gold-prices-reach-6300oz-end-2026" [X Link](https://x.com/GavMcCracken/status/2021290260022558986) 2026-02-10T18:28Z [----] followers, [----] engagements "Despite todays headlines that the world is now redollarizing gold remains the flow. Today I bought quite a bit of $MAI.V and $PGDC.V; still lots of buying power left but I'm starting to think the floor is near" [X Link](https://x.com/GavMcCracken/status/2022052428171125230) 2026-02-12T20:57Z [----] followers, [----] engagements "The Dow is over 50k that's what we should be talking about instead of prosecuting pedofiles. *Literally the next day* (Dow crashes below 50k): Gold is flat and nearly every gold miner on my screen is red some deeply so. Insider selling in many names. Net selling by funds and investors. Imagine watching that DOJ hearing yesterday and placing your faith in the US Dollar instead of Gold. Couldn't be me. Gold is flat and nearly every gold miner on my screen is red some deeply so. Insider selling in many names. Net selling by funds and investors. Imagine watching that DOJ hearing yesterday and" [X Link](https://x.com/GavMcCracken/status/2022061838947803293) 2026-02-12T21:34Z [----] followers, [----] engagements "Calvin has cursed us all. His capitulation marks the top in the Dow & Nasdaq. I know he's doing it because he cares more about pedofiles going to prison which only happens when the S&P500 is tanking (Bondi et al. 2026) but when the margin calls start everything is correlated. I'll be adding my sub [----] forward [--] months p/e miners on this dip. Sold my miners and bought tech Sold my miners and bought tech" [X Link](https://x.com/GavMcCracken/status/2022109008790978665) 2026-02-13T00:42Z [----] followers, [----] engagements "I miss the days of @calvinfroedge buying puts on the Nasdaq. The poor soul torched 20% of his net worth each year doing it while still acquiring a 31% CAGR beating Druckenmiller" [X Link](https://x.com/GavMcCracken/status/2022109221190594562) 2026-02-13T00:43Z [----] followers, [----] engagements "You guys really gotta stare at tickers less. I haven't even been checking the $MAI.V price once a day lately. Insiders recently bought 5mil worth. I'm happy spinning in my chair waiting for them to release the copperstone mine construction plan and pump all our bags There is a motivated seller in $MAI.v $MAIFF. just following it down trying to get out. Probably some guy with [--] or 100k shares taking off risk. There is a motivated seller in $MAI.v $MAIFF. just following it down trying to get out. Probably some guy with [--] or 100k shares taking off risk" [X Link](https://x.com/GavMcCracken/status/2022420447682531421) 2026-02-13T21:19Z [----] followers, [----] engagements "It's actually sad that people don't understand their politicians squander their money while looking for every additional Avenue to boost tax revenue. It's called tax slavery you don't even get 1/10th of your money's worth neither does your neighbor or the homeless man. No citizen gets your money despite that being the reason you pay tax. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains" [X Link](https://x.com/GavMcCracken/status/2022427524383543497) 2026-02-13T21:47Z [----] followers, [----] engagements "@baltostar friends of the government via nepotistic contract selection where the contracts are 10x above market rate in some cases 100x above market rate and their friends company just then subcontracts the job out at market rate for a quick 9x or 99x" [X Link](https://x.com/GavMcCracken/status/2022516432140140853) 2026-02-14T03:41Z [----] followers, [--] engagements "There's so much more to mining investing than just the quality of a deposit lol otherwise every high risk jurisdiction project would trade with the premiums projects in safe jurisdictions (with a low potential for disruption) get. Geology only gives you a slight edge sometimes and can handicap you and give you a disadvantage other times. The $VZLA project is the best silver project in the world. This is what is being shorted. - 20m ounces/year - All in sustaining cost [-----] usd - Low CAPEX - Up and running it would make the entire MCAP in one year at current silver/gold. - The local" [X Link](https://x.com/GavMcCracken/status/2022519089416032435) 2026-02-14T03:51Z [----] followers, 13.9K engagements "@Alex__j I like USA + Canada + Chile I'm thinking Argentina could be good via $PGDC.V. Australia is good too" [X Link](https://x.com/GavMcCracken/status/2022547104758141026) 2026-02-14T05:43Z [----] followers, [---] engagements "If people are penalized for standing up for who they represent instead of sucking off the lobbyists that control their party (which can be foreign entities trying to turn your country into a vassal state e.g. AIPAC) then the system is broken and we need more @RepThomasMassie @Lars57360069 @GavMcCracken Bullshit you/we speak out when (y)our team party screws over you (us) every fucking day. year after fucking year. . And Massie is one of the few that speaks up and doesn;t kiss Trumps massive egotitical ass as well and I really respect that. Fwiw Sir Zero respect from @Lars57360069" [X Link](https://x.com/GavMcCracken/status/2022740389590163844) 2026-02-14T18:31Z [----] followers, [----] engagements "This is the wrong argument. The correct argument is the following. If the government didn't borrow money and give it to friends of the government they wouldnt have to print increasingly large amounts of fiat. Thus inflation would be lower and there would be no increase in value to your house price. The majority of this tax is taxing your gains that have come due to inflation. So it's a double edged sword designed to ass fuck you. [--]. Inflation makes the price of everything you own (stocks commodities your house etc) increase in value. [--]. Now you are taxed on that increase in value. [--]. But" [X Link](https://x.com/GavMcCracken/status/2022741318976631084) 2026-02-14T18:34Z [----] followers, [----] engagements "@blondesnmoney @GuastyWinds Hey where's my shoutout I'm over here hauling mintwits ass making sure they end some years green and stop mortgaging their houses to go all in on "great geology" just [--] miles away from the nearest cartel home base in Mexico" [X Link](https://x.com/GavMcCracken/status/2022743104932188409) 2026-02-14T18:41Z [----] followers, [----] engagements "This is why you're a fool to realize gains on your physical gold and silver. Instead put a constant stream of your income from work and from realized capital gains into physical gold and silver. Who cares if it crashes. The truth is if you're already printing money in the stock market you don't need all the gains compounding for you that's greed and it will lead to an ultimate downfall. The plan shouldn't be to sell physical ever unless an emergency arises. The plan should be to have the ability to rebuild yourself after the next reset / theft of peasant resources to "defeat Russia" or" [X Link](https://x.com/GavMcCracken/status/2022744191827349997) 2026-02-14T18:46Z [----] followers, 11.3K engagements "Not the endorsement I was looking for but If I say I'm interested in funding the secession do I have to say I'm not suicidal & love life Both are true & another truth is the ridiculous depth of Canada's corruption. Never buy .TO or .V stocks if the CEO doesnt own a significant % @GavMcCracken @GuastyWinds You are the mansa musa of our time my man. With the amount you made on metals you could single handedly fund Albertan secession @GavMcCracken @GuastyWinds You are the mansa musa of our time my man. With the amount you made on metals you could single handedly fund Albertan secession" [X Link](https://x.com/GavMcCracken/status/2022760762285207714) 2026-02-14T19:52Z [----] followers, [----] engagements "Europoors about to own nothing and be happy cuz they didn't save their wealth in physical off the grid assets (gold coins) The Great Taking has started https://t.co/7dRsOPngIn The Great Taking has started https://t.co/7dRsOPngIn" [X Link](https://x.com/GavMcCracken/status/2023002916995596328) 2026-02-15T11:54Z [----] followers, [----] engagements "Guys it's easier to hide gold in places it will *never* be found than it is to keep it in a safe. Realize how big this planet is You don't need a fortress either. Safes armed guards paying for insurance they all draw attention. But that ugly concrete with rusty iron rebar sticking out that's actually full of gold in the center and only you know it because you made it. No one is ever going to figure it out or have the time to demolish all the concrete to find the one part that's worth money. Alternatively take a hike in a non populated area with grizzly bears ready to eat uneducated thieves" [X Link](https://x.com/GavMcCracken/status/2023005238295421403) 2026-02-15T12:03Z [----] followers, [----] engagements "Breaking: EU politicians follow their Canadian peers releasing plan to invest your savings in their personal family and friends businesses where their cousin/uncle/sister/best friend is the boss and pays themselves a much needed 25x market rate salary. Corruption is everywhere The Great Taking has started https://t.co/7dRsOPngIn The Great Taking has started https://t.co/7dRsOPngIn" [X Link](https://x.com/GavMcCracken/status/2023006311768858689) 2026-02-15T12:07Z [----] followers, [----] engagements "@LowLeverageMath @calvinfroedge Canada is the Western country that invented using the word "investing" when they actually mean embezzling" [X Link](https://x.com/GavMcCracken/status/2023171692118581297) 2026-02-15T23:04Z [----] followers, [--] engagements "@roger_smil78014 @calvinfroedge Unfortunately I think you're right" [X Link](https://x.com/GavMcCracken/status/2023172429963776101) 2026-02-15T23:07Z [----] followers, [--] engagements "Man it takes [--] hours to drive across north america (just the width alone). Most of the space is totally empty it's just forests or fields. It's impossible to reliably find gold with a metal detector over such a large space. you'd have to walk the length of north america millions of times. https://twitter.com/i/web/status/2023175187194343727 https://twitter.com/i/web/status/2023175187194343727" [X Link](https://x.com/GavMcCracken/status/2023175187194343727) 2026-02-15T23:18Z [----] followers, [---] engagements "You should not own physical gold if there's a reasonable chance you'll need to sell it within the next [--] years. The point of owning physical is to hedge against government overreach. ETFs bank safety deposit boxes they can all be raided by the government. A pirate's chest in the ground can't be" [X Link](https://x.com/GavMcCracken/status/2023175647234019686) 2026-02-15T23:20Z [----] followers, [--] engagements "What kind of a government has "regulations for Thee not for Me" as one of its fundamentals https://search.app/7A6cx https://search.app/7A6cx" [X Link](https://x.com/GavMcCracken/status/2023180827073675418) 2026-02-15T23:41Z [----] followers, [----] engagements "Mark Carney says people using American social media platforms are criminals. Earlier today @calvinfroedge said the second fastest way to go bankrupt was to buy a house in Canada. Looks like he totally missed that it's about to be the fastest way to go to prison. Mark Carney says Canada is ready to limit free speech in his country citing raclsm and lslamophobia as the reasons. YIKES. https://t.co/yCTh48Bwkz Mark Carney says Canada is ready to limit free speech in his country citing raclsm and lslamophobia as the reasons. YIKES. https://t.co/yCTh48Bwkz" [X Link](https://x.com/GavMcCracken/status/2023251725583544627) 2026-02-16T04:22Z [----] followers, [----] engagements "In [--] hours 200k pounds of #uranium will be bought from spot market. Subsequently SPUT $U.UN $SRUUF will hit NAV. Simultaneously flows into $URNM and $URA will flow into SPUT. SPUT will lead tomorrow. Also: I will be posting an update on global #uranium demand tomorrow" [X Link](https://x.com/anyuser/status/1843126337881723318) 2024-10-07T03:08Z [----] followers, [----] engagements "Japan is restarting at least two reactors before the end of the year. Unit [--] at Kashiwazaki Kariwa Onagawa No.2 reactor Both news drops will be very bullish #uranium" [X Link](https://x.com/anyuser/status/1844597242537136145) 2024-10-11T04:33Z [----] followers, [----] engagements "#uranium is fairly priced. No one needs new multi gigawatt power plants. $URNM $URA and especially $U.UN will not increase in value. They will all be flat as every mine comes online [--] months early and produces 2x expectations while electricity prices halve from less demand. /s" [X Link](https://x.com/anyuser/status/1846405426394317191) 2024-10-16T04:18Z [----] followers, 26.9K engagements "I wonder if all this news about future #uranium demand from big tech will light a fire under utilities to get them out hitting the bid and signing contracts" [X Link](https://x.com/anyuser/status/1846706362119868748) 2024-10-17T00:14Z [----] followers, [----] engagements "Yann won the Turing award which is computer science's Nobel prize. He's saying that AI data centers will be built next to #nuclear power plants. #uranium is and will be even more in the future a play on AI. $URNM $URA $HURA $SRUUF $U.UN AI datacenters will be built next to energy production sites that can produce gigawatt-scale low-cost low-emission electricity continuously. Basically next to nuclear power plants. The advantage is that there is no need for expensive and wasteful long-distance distribution AI datacenters will be built next to energy production sites that can produce" [X Link](https://x.com/anyuser/status/1847019864541876532) 2024-10-17T21:00Z [----] followers, 14.9K engagements "Olympic Dam second largest #uranium producing mine in the world has a full power outage and will be taking a short vacation. Sounds like a tornado or high winds took out power transmission lines $U.UN $SRUUF https://www.abc.net.au/news/2024-10-18/severe-storms-hit-south-australia-and-broken-hill/104487874 https://www.abc.net.au/news/2024-10-18/severe-storms-hit-south-australia-and-broken-hill/104487874" [X Link](https://x.com/anyuser/status/1847091824017490427) 2024-10-18T01:46Z [----] followers, [----] engagements "As I said last time this happened it went down for [--] days. #uranium This means 17% of a quarter's worth of U production from one of the largest uranium mines on earth is not going to be showing up. $BHP sell on the spot market so any volume premium to NAV in $U.UN = spot up Update on $BHP - Olympic Dam: Out of action for at least [--] weeks #uranium Update on $BHP - Olympic Dam: Out of action for at least [--] weeks #uranium" [X Link](https://x.com/anyuser/status/1848236800138985635) 2024-10-21T05:36Z [----] followers, [----] engagements "This is an 18bil market cap company and it's up 22%. Seems like Chinese investors understand the coming power demand of modern tech. #uranium" [X Link](https://x.com/anyuser/status/1848578536602235082) 2024-10-22T04:14Z [----] followers, [----] engagements "Russian state media talking about a #uranium ban again. Is it more talk or for real this time π" [X Link](https://x.com/anyuser/status/1849308024738808164) 2024-10-24T04:32Z [----] followers, [----] engagements "A reminder that spot #uranium prices are dropping while Olympic Dam remains offline (6th largest uranium mine) and Orano's Niger operations also shut down" [X Link](https://x.com/anyuser/status/1851004487407726980) 2024-10-28T20:53Z [----] followers, 13K engagements "I tripled my position in $PALAF $PDN today. This is a ridiculous gift the price of #uranium will be over $100 next year. Temporary ramp up AISC (Costs ramping up are higher) of $40 are meaningless. Possibly the most undervalued U company just BC it's on ASX not even TSX" [X Link](https://x.com/anyuser/status/1851311084155572485) 2024-10-29T17:12Z [----] followers, 27.9K engagements "Looks like I may have timed the bottom -- obvious overreactions in the market are obvious opportunities. Dumping 20% on news that production ramp up "may" take slightly longer than expected in a market where future uranium prices are over $150 is a joke. #uranium $PDN $PALAF I tripled my position in $PALAF $PDN today. This is a ridiculous gift the price of #uranium will be over $100 next year. Temporary ramp up AISC (Costs ramping up are higher) of $40 are meaningless. Possibly the most undervalued U company just BC it's on ASX not even TSX. I tripled my position in $PALAF $PDN today. This is" [X Link](https://x.com/anyuser/status/1851446177893400925) 2024-10-30T02:09Z [----] followers, [----] engagements "Alberta is attracting $100billion in data center capital and. building up to five CANDU reactors Hurry up and put two and two together. CANDU's run on natural uranium there is no conversion or enrichment bottleneck. #uranium prices to 5x by end [----]. https://www.cbc.ca/news/canada/edmonton/private-sector-advances-proposal-for-large-scale-nuclear-power-plant-in-northern-alberta-1.7345039#::text=Alberta%20government%20supports%20nucleartheir%20potential%20for%20oilsands%20operations 5GW of data centre interconnection requests in the Alberta electricity market π Its very reasonable and" [X Link](https://x.com/anyuser/status/1851631203830386878) 2024-10-30T14:24Z [----] followers, [----] engagements "Every #nuclear reactor will get a life extension. Every offline reactor will restart. All for the sake of the AGI race which China is currently killing us on -- bringing a new reactor online every [--] months soon decreasing to every month. #uranium Diablo Canyon closer to [--] additional years of operation #uranium https://t.co/hnxdlRt766 Diablo Canyon closer to [--] additional years of operation #uranium https://t.co/hnxdlRt766" [X Link](https://x.com/anyuser/status/1852366431746228328) 2024-11-01T15:05Z [----] followers, [----] engagements "Reminder: Since Earth's 5th largest #uranium mine producing 6% of the world's U3O8 went offline (17 days ago Olympic Dam $BHP was hit by a tornado) spot is down 7%. Somair in Niger also went down taking out a total of 10% of global U3O8. Spot to fall 3% more to hit -10%. DYOR" [X Link](https://x.com/anyuser/status/1853562630792716697) 2024-11-04T22:19Z [----] followers, 14.3K engagements "I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium" [X Link](https://x.com/anyuser/status/1853891544891175215) 2024-11-05T20:06Z [----] followers, 13.7K engagements "If enCore $EU $EU.V make 75% of this schedule they'll be the #uranium producer with the least forward sold production and the largest unhedged (uncontracted) benefits coming from the uranium price spike. 600mil USD market cap. 5mil lbs/yr future production & $200 uranium soon. I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium" [X Link](https://x.com/anyuser/status/1853908751167705484) 2024-11-05T21:14Z [----] followers, 10.4K engagements "My actual opinion on the #uranium thesis. I am going to go and do real work now. (click on the screenshot to see all three paragraphs)" [X Link](https://x.com/anyuser/status/1853912669801394412) 2024-11-05T21:29Z [----] followers, 13.6K engagements "If @realDonaldTrump wins @elonmusk has likely become the most powerful (and richest) man on Earth. The era of space & AGI may very well be here. #uranium I think we positioned well for this. Deregulation = faster #nuclear power plant production. China won't win the AGI race" [X Link](https://x.com/anyuser/status/1854008850971496632) 2024-11-06T03:52Z [----] followers, [----] engagements "Saudis are on the phone with #nuclear reactor builders confirmed. [--] million GPU datacenter incoming. The only option to output that much sustained power is #uranium fuel. SAUDI ARABIA IS PLANNING A $100 BILLION INVESTMENT TO ESTABLISH A LEADING AI POWERHOUSE AIMING TO RIVAL THE UAE'S TECH HUB. SAUDI ARABIA IS PLANNING A $100 BILLION INVESTMENT TO ESTABLISH A LEADING AI POWERHOUSE AIMING TO RIVAL THE UAE'S TECH HUB" [X Link](https://x.com/anyuser/status/1854254696711561376) 2024-11-06T20:09Z [----] followers, [----] engagements "Hopefully my accuracy in timing peaks and troughs remains. $PDN $PALAF next to pop IMO. #uranium I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium" [X Link](https://x.com/anyuser/status/1854267059221512332) 2024-11-06T20:58Z [----] followers, [----] engagements "Two days in a row feels good. $PDN and $EU still incredibly undervalued but this is the price action I like to see. #uranium Hopefully my accuracy in timing peaks and troughs remains. $PDN $PALAF next to pop IMO. #uranium https://t.co/WMmXTZmxEj Hopefully my accuracy in timing peaks and troughs remains. $PDN $PALAF next to pop IMO. #uranium https://t.co/WMmXTZmxEj" [X Link](https://x.com/anyuser/status/1854554360270745600) 2024-11-07T15:59Z [----] followers, [----] engagements "Olympic Dam one of the largest copper & uranium mines (yes largest for both) in the World has been offline for almost [--] days. Copper prices are squeezing from the lost production. When does #uranium follow Olympic Dam is more critical to uranium than copper given U's deficit" [X Link](https://x.com/anyuser/status/1854621257418867124) 2024-11-07T20:25Z [----] followers, 66.7K engagements "Got GPT o1 to read every public document from the last [--] years published by $BHP. Apparently each day Olympic Dam is offline 22k pounds of #uranium won't make it to the spot market as BHP primarily sell their production into the spot market. LFG We're at 462k pounds lost. Olympic Dam one of the largest copper & uranium mines (yes largest for both) in the World has been offline for almost [--] days. Copper prices are squeezing from the lost production. When does #uranium follow Olympic Dam is more critical to uranium than copper given U's deficit https://t.co/3WCtOwgBSu Olympic Dam one of the" [X Link](https://x.com/anyuser/status/1854753641208365177) 2024-11-08T05:11Z [----] followers, 45.9K engagements "Added more $ASPI here. It's always hard to buy when the chart looks the way it does but they have so much potential to become a cash cow it's ridiculous. Just from #uranium enrichment -- nevermind that getting GPU's to 3.5nm from 5nm will *require* silicon-28 which they'll make" [X Link](https://x.com/anyuser/status/1856745057564410205) 2024-11-13T17:04Z [----] followers, [----] engagements "Everything #uranium is about to pump. Buy $U.UN $SRUUF NVIDIA ENTERS NUCLEAR: DEAL WITH DIABLO CANYON BRINGS AI INSIDE Nvidia the world's most valuable company has just made its first move into nuclear power: it is partnering with PG&E's recently-saved Diablo Canyon Nuclear plant to build AI inside the plant. The deal is being https://t.co/ktLJ7KtkYV NVIDIA ENTERS NUCLEAR: DEAL WITH DIABLO CANYON BRINGS AI INSIDE Nvidia the world's most valuable company has just made its first move into nuclear power: it is partnering with PG&E's recently-saved Diablo Canyon Nuclear plant to build AI inside" [X Link](https://x.com/anyuser/status/1856755426202619908) 2024-11-13T17:46Z [----] followers, [----] engagements "@casperj33081634 Yes. And this ban guarantees Converdyn is on the phone with the Whitehouse sometime today being told to add the [----] tU conversion they promised they would add to Congress if Russia retaliated with a ban" [X Link](https://x.com/anyuser/status/1857479801487110218) 2024-11-15T17:44Z [----] followers, [----] engagements "Breaking: In this post I clarify with a single screenshot and sentence why #uranium is about to explode into a bull market rally. Converdyn will accept orders for pre-sales the day they announce this expansion out to end 2029; that means +30000 t/U of contract demand. π @casperj33081634 Yes. And this ban guarantees Converdyn is on the phone with the Whitehouse sometime today being told to add the [----] tU conversion they promised they would add to Congress if Russia retaliated with a ban. @casperj33081634 Yes. And this ban guarantees Converdyn is on the phone with the Whitehouse sometime" [X Link](https://x.com/anyuser/status/1857495197694763260) 2024-11-15T18:45Z [----] followers, [----] engagements "When it rains it pours. #uranium supply disintegrating by the hour. $KAP have now lost acid while in an acid deficit $PDN guide down $CCJ guide down Russia bans U exports everyone else is guiding down. Thank f I own $U.UN $SRUUF. "Horrific Videos Turn Out to Be True: Sulfuric Acid Spill Confirmed at Kazatomprom Mine [--] November [----] - . the Department of Ecology of the Turkestan Region fined the enterprise more than [---] million tenge." https://t.co/DHlfmFQt5r "Horrific Videos Turn Out to Be True: Sulfuric Acid Spill Confirmed at Kazatomprom Mine [--] November [----] - . the Department of Ecology" [X Link](https://x.com/anyuser/status/1857545404264382857) 2024-11-15T22:05Z [----] followers, [----] engagements "Incredibly bullish for $ASPI given that they're already producing Si-28 in experimental grades which will increase heat dissipation from $NVDA GPUs by 150%. $ASPI and Si-28 are now obviously a requirement of the future AI technology pipeline. https://finance.yahoo.com/news/nvidia-ai-chips-face-issue-141200900.html https://finance.yahoo.com/news/nvidia-ai-chips-face-issue-141200900.html" [X Link](https://x.com/anyuser/status/1858209828247609502) 2024-11-17T18:05Z [----] followers, 13.1K engagements "A reminder that Olympic Dam the third largest #uranium mine in the world due to Inkai's guidance reduction by Cameco has been offline more than [--] weeks due to getting hit by a f***ing tornado and the market has yet to react. Buy SPUT $U.UN $SRUUF. It's coming. Uranium price rallied 7x in [--] months (post the Cigar Lake flood) Ben (Finegold) and I now believe the Cigar Lake moment is here again. Nick Lawson CEO Ocean Wallπ #Nuclear powered by #Uranium Uranium price rallied 7x in [--] months (post the Cigar Lake flood) Ben (Finegold) and I now believe the Cigar Lake moment is here again. Nick" [X Link](https://x.com/anyuser/status/1858221222951297059) 2024-11-17T18:50Z [----] followers, 14.1K engagements "Lobo this will pull forward demand for U3O8. Russian contracts require you to supply the UF6 once you get your EUP. This isn't the case here in the West you have to supply the UF6 which is made from U3O8 before it's centrifuged into enriched #uranium. It's clear. Not hype. This story is making headlines but it's unclear what the actual impact on enriched #uranium will be. There are exemptions and the Chinese are already helping circumvent such restrictions. It's even less clear what this means for U3O8 from mines. Beware of hype. https://t.co/iklTFwDKMQ This story is making headlines but it's" [X Link](https://x.com/anyuser/status/1858295053124300955) 2024-11-17T23:44Z [----] followers, [----] engagements "2% discound to NAV. All we need is bullish #uranium news to drop at 9AM tomorrow. P.S. The bullish uranium news literally never comes when SPUT is close to NAV. So this is hopium. #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -1.97% discount to NAV No pounds purchased No trusts issued = no $ raised $20.3m in cash https://t.co/QUcBJUQfpQ #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -1.97% discount to NAV No pounds purchased No trusts issued = no $ raised $20.3m in cash https://t.co/QUcBJUQfpQ" [X Link](https://x.com/anyuser/status/1859387565591130320) 2024-11-21T00:05Z [----] followers, [----] engagements "$ASPI short report: misses the fact that they'll be enriching Si-28 and medical isotopes before they start enriching #uranium. Claims sensationally & falsely "if Trump restores Russia relations $ASPI has no hope". This short might get cleaned; missed most of the future business" [X Link](https://x.com/anyuser/status/1861447190746448355) 2024-11-26T16:29Z [----] followers, [----] engagements "Guys I've figured it out lazer tech is legit only when Silex / GLE does it who are using it just for #uranium whereas $ASPI already have a use case for Si-28 which is required for next gen GPU's. Market is idfk" [X Link](https://x.com/anyuser/status/1861874498548466082) 2024-11-27T20:47Z [----] followers, [----] engagements "The #uranium supply deficit will grow from 55mil to 60mil pounds in [----]. Let's see if this is the year that the cumulative pressure finally causes the unwind. If not [----] should do it though the deficit drops to 30mil pounds that year. #nuclear $U.UN $SRUUF $URNM $URA $HURA" [X Link](https://x.com/anyuser/status/1868706359623160055) 2024-12-16T17:14Z [----] followers, [----] engagements "2025 is looking to be the year #uranium finally does its thing. 60mil supply deficit new large nuclear power plants will be announced in the USA and the idea of investing in uranium should become more mainstream" [X Link](https://x.com/anyuser/status/1870119790162927946) 2024-12-20T14:51Z [----] followers, [----] engagements "150k pounds of #uranium production from JV Inkai has now been wiped out from [----]. Updated guidance: 7.45mil pounds instead of 7.6mil. Inkai remains offline" [X Link](https://x.com/anyuser/status/1876869616812568796) 2025-01-08T05:52Z [----] followers, 10.5K engagements "Seriously though we're at a point where [--] billion USD would break the #uranium market. Inkai not producing those pounds are already forward sold so the spot market must be used by $CCJ and $KAP to replace them. Someone front run them already. lets stop doing podcasts and start raising money John lets stop doing podcasts and start raising money John" [X Link](https://x.com/anyuser/status/1878932903155077352) 2025-01-13T22:31Z [----] followers, [----] engagements "300k pounds YTD of supply disrupted due to Inkai's ongoing outage. #uranium market is acting like 6% of global supply being offline with no estimate for its return is meaningless" [X Link](https://x.com/anyuser/status/1878967605148733856) 2025-01-14T00:49Z [----] followers, [----] engagements "If your assets were depleting ahead of schedule and you didn't want to be thrown in the Gulag would you say "going forward we will prefer value over quantity" $KAP to reduce #uranium guidance again. Remember what happened last year Jan 7th anyone" [X Link](https://x.com/anyuser/status/1879999253864673711) 2025-01-16T21:08Z [----] followers, [----] engagements "Electricity prices will go up. They will build #nuclear power plants. This is a huge future tailwind for investing in #uranium. @uraniuminsider the parabolic growth is coming. The [--] trillion dollars worth of GPUs running and eating energy I promised is not if it's when. Announcing The Stargate Project The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure Announcing The Stargate Project The Stargate" [X Link](https://x.com/anyuser/status/1881838373243150580) 2025-01-21T22:56Z [----] followers, 13.9K engagements "I haven't lost faith in #uranium. I modeled the supply deficit myself and refined the numbers in collaboration with @mountaingoat672. Unless we're literally idiots (unlikely given my past performance but who knows) there is a supply deficit and this is a Buffet buy fear moment. Added [----] shares of $DNN $DML.TO future 5mil pounds/yr producer with costs $30/lb. I don't get the plummet. #uranium Will buy more if it gets lower too. I can wait till 2027/2028. Added [----] shares of $DNN $DML.TO future 5mil pounds/yr producer with costs $30/lb. I don't get the plummet. #uranium Will buy more if it" [X Link](https://x.com/anyuser/status/1893327158409388173) 2025-02-22T15:49Z [----] followers, 11.1K engagements "Breaking: Russia's largest #uranium mine floods knocking out more than 1mil but less than 2.5mil pounds/yr of uranium production. This is a very bearish event. Less uranium for sale means people will pay less for it. right" [X Link](https://x.com/anyuser/status/1895218451490521595) 2025-02-27T21:04Z [----] followers, [----] engagements "If the market takes this news to mean that $NXE is delayed until [----] this is the cigar lake flood moment of this cycle. Without $NXE producing in [----] or [----] there is no year with a #uranium supply surplus and the perpetual deficit just continues. I can tell you with a straight face that many utilities when prompted about their concern (or lack thereof) about a future uranium shortage believe one of two things: eventually SPUT lbs. will shake out or; Arrow will be producing almost 30mlbs./yr. [--] years from now. Short π§΅ I can tell you with a straight face that many utilities when prompted" [X Link](https://x.com/anyuser/status/1895934225855234420) 2025-03-01T20:28Z [----] followers, 19K engagements "enCore energy would have to completely mess up for the current price action to be forward looking. This is fear and I'm a buyer $EU.V. They have 340k pounds on hand and were guided to produce 1mil pounds this year; could miss by 26% and still keep inventories flat. #uranium $EU" [X Link](https://x.com/anyuser/status/1896628350111850847) 2025-03-03T18:26Z [----] followers, [----] engagements "Just bought a ton of $EU.V. They're figuring they're shit out and are priced like they'll never figure it out. #uranium enCore Energy Expands Uranium Extraction Capacity at Alta Mesa; Accelerated Wellfield Development Underway $EU.V https://t.co/MXJAED2grO enCore Energy Expands Uranium Extraction Capacity at Alta Mesa; Accelerated Wellfield Development Underway $EU.V https://t.co/MXJAED2grO" [X Link](https://x.com/anyuser/status/1900203408390271138) 2025-03-13T15:12Z [----] followers, [----] engagements "I've been actively adding to $DNN lately. There's no stock I'd rather own compared to a future mass producer of a commodity where the macro is that the commodity will remain in a deficit even during a global recession. Seriously wtf else is safe to own with global trade wars Added Denison Mines $dnn at $1.28 today. #uranium Added Denison Mines $dnn at $1.28 today. #uranium" [X Link](https://x.com/anyuser/status/1907587994560708737) 2025-04-03T00:16Z [----] followers, [----] engagements "A thread worth readingπ§΅ $MOLY.TO $MOLY.NE $MOLY There's a reason people say "A mine is a hole in the ground with a liar on top" - Mark Twain. Whether misattributed or truly spoken by Mark we don't know. But we can look at CEOs of mining companies and find out wtf is going on" [X Link](https://x.com/anyuser/status/1948068792866668850) 2025-07-23T17:12Z [----] followers, 20K engagements "$APM.TO $ANPMF just posted quite literally the best quarter I've ever seen from a miner. 1) beat high-end guidance on gold 2) bought back shares via NCIB 3) bought back shares by. settling RSUs in cash instead of diluting shareholders (never seen this before) #gold #silver Blowout earnings. π Atrium had them down for Net Income ($M) $9.3 Clocked in around 100% higher than expectations. I forget what SCP Equity had for them but it's below this. Passing the moon and heading for Mars $APM.TO $ANPMF LET'S F***ING GO https://t.co/EONHTp2R9O Blowout earnings. π Atrium had them down for Net Income" [X Link](https://x.com/anyuser/status/1955418970892406998) 2025-08-12T23:59Z [----] followers, 25.7K engagements "Don't grift or you'll trigger an autist. Trigger the wrong one & they'll read every publicly available document on your company in a single weekend. They will triangulate the coordinates of every shit stain & bad smell in SEDI & balance sheets---right down to the very last one" [X Link](https://x.com/anyuser/status/1959765661464645840) 2025-08-24T23:51Z [----] followers, 10.5K engagements "Yeah buying sh*t worked out real well for everyone in #uranium didn't it boys Where $CCJ $CCO is quite literally the sector leader. Never buy garbage. If the bull market turns around you go bankrupt. Buy quality and wait. If the bull keeps going you'll still get a 5-10x. Honest advice: Sell the large cap miners like Santacruz or Andean and pile into the nanos and small caps. We are about to enter the explosive phase where market cap matters to move a stock. The smaller the cap the higher your performance going forward. The time for quality to Honest advice: Sell the large cap miners like" [X Link](https://x.com/anyuser/status/1960746678249775120) 2025-08-27T16:50Z [----] followers, [----] engagements "There's a war going on in #silver between two big boys. Check out the volatility on each 5minute candle. Someone really wants it down but it gets bidded back up every time" [X Link](https://x.com/anyuser/status/1966580930593653100) 2025-09-12T19:13Z [----] followers, 94.6K engagements "@toiletkingcap He said they had over [--] of each type of bullion delivered yesterday. 25x1oz coins 1x10oz coins 1x10oz bars 1x100oz bars They seem to get weekly deliveries so each Quebec Costco is draining 3725oz per week into Canadian retail hands. sells other types http://Costco.ca http://Costco.ca" [X Link](https://x.com/GavMcCracken/status/1974504536539873552) 2025-10-04T15:59Z [----] followers, 11.4K engagements "A twitter troll Account with f*ck you money told all of you his thesis. No one listened. He is about to have a lot more f*ck you money. Tl;Dr: 155mil USD cash on hand. 200mil FCF/yr. 57.5k gold oz/yr. 5mil silver oz/yr. 700mil USD market cap. Yes. 700mil USD $APM.TO $ANPMF BOLIVIAN SILVER WILL MAKE ME AN ASCENDED TOILET BOLIVIAN SILVER WILL MAKE ME AN ASCENDED TOILET" [X Link](https://x.com/anyuser/status/1977626426347286559) 2025-10-13T06:44Z [----] followers, 18.5K engagements "It's just been pointed out to me that with $51 silver $APM.TO $ANPMF will make more FCF just from the silver asset in Q4 than they will have made FCF from gold+silver combined in Q3. So yep still trading for pennies on the dollar A twitter troll Account with f*ck you money told all of you his thesis. No one listened. He is about to have a lot more f*ck you money. Tl;Dr: 155mil USD cash on hand. 200mil FCF/yr. 57.5k gold oz/yr. 5mil silver oz/yr. 700mil USD market cap. Yes. 700mil USD $APM.TO $ANPMF https://t.co/PciUBmEUwI A twitter troll Account with f*ck you money told all of you his thesis." [X Link](https://x.com/anyuser/status/1977807876799496643) 2025-10-13T18:45Z [----] followers, [----] engagements "Did someone just short sell 4mil oz of silver in the last hour Tf That's the production of a top [--] in the world mine for the entire year What kind of madman shorts that hard" [X Link](https://x.com/anyuser/status/1977982052688355447) 2025-10-14T06:17Z [----] followers, 77.2K engagements "Wondering which silver miners are still undervalued Use EV/FCF (lower is better) which estimates risk using cash in bank & debt (liabilities) compared to the rate of profit generation. Any questions $APM.TO $ANPMF is best vs $GSVR.V $IPT.V $SM.V $AG $ASM.TO $PAAS $AMRK $SILJ" [X Link](https://x.com/anyuser/status/1978118677946851343) 2025-10-14T15:20Z [----] followers, 47K engagements "In the most obvious manipulation ever gold and silver start rebounding as China hits the bid calling the bluff of the Western empire manipulators. I may have contributed as I bought 700oz silver since Friday 11am" [X Link](https://x.com/anyuser/status/1980045943417290974) 2025-10-19T22:58Z [----] followers, [----] engagements "The world's most undervalued gold and silver miner just got politically derisked. The leftists are out. Time to capitalism friendly centrists to run the show. https://www.reuters.com/world/americas/bolivia-votes-runoff-election-marking-pro-market-shift-us-embrace-2025-10-19/ Wondering which silver miners are still undervalued Use EV/FCF (lower is better) which estimates risk using cash in bank & debt (liabilities) compared to the rate of profit generation. Any questions $APM.TO $ANPMF is best vs $GSVR.V $IPT.V $SM.V $AG $ASM.TO $PAAS $AMRK $SILJ https://t.co/X0oadGlRWG" [X Link](https://x.com/anyuser/status/1980167825320018170) 2025-10-20T07:02Z [----] followers, 24.8K engagements "No one and I mean no one could've seen this coming. Glad I added 11.5k shares on Friday. The world's most undervalued gold and silver miner just got politically derisked. The leftists are out. Time to capitalism friendly centrists to run the show. https://t.co/PLDjDetcur The world's most undervalued gold and silver miner just got politically derisked. The leftists are out. Time to capitalism friendly centrists to run the show. https://t.co/PLDjDetcur" [X Link](https://x.com/anyuser/status/1980298150482161987) 2025-10-20T15:40Z [----] followers, 16.5K engagements "I just bought 10kg physical silver. Why You see how silver puked on high volume (big bars) That's bc ppl decided to sell lots of paper contracts in a short period of time. Who other than someone doing price manipulation would sell everything at once instead of slowly selling" [X Link](https://x.com/anyuser/status/1980719862390399068) 2025-10-21T19:36Z [----] followers, 18.7K engagements "I found out why $APM.TO $ANPMF hasn't gone up despite gold being up 11% and silver being up 18% in a month. Someone has shorted 1.3mil shares. Who did I piss off Going to look forward to cleaning you of everything on this one π A π§΅about why I'm buying $APM now:" [X Link](https://x.com/anyuser/status/1981050692358824383) 2025-10-22T17:31Z [----] followers, [----] engagements "Well I had pulled a 100k loan to buy physical silver but now I have to redirect it into my favourite stock because some r*tards are shorting it. You will not short my shit and live to tell the tale podshop" [X Link](https://x.com/anyuser/status/1981061886654501363) 2025-10-22T18:15Z [----] followers, 15.7K engagements "Last chance to open a long position in $APM.TO $ANPMF is tomorrow before 4pm. They'll crush earnings and the market will realize they're going to be the most profitable gold and silver jr in [----] and beyond. The fundamental picture will change again. Wondering which silver miners are still undervalued Use EV/FCF (lower is better) which estimates risk using cash in bank & debt (liabilities) compared to the rate of profit generation. Any questions $APM.TO $ANPMF is best vs $GSVR.V $IPT.V $SM.V $AG $ASM.TO $PAAS $AMRK $SILJ https://t.co/X0oadGlRWG Wondering which silver miners are still" [X Link](https://x.com/anyuser/status/1988001811014336980) 2025-11-10T21:52Z [----] followers, 24.3K engagements "THIS IS THE MOST IVE EVER BEEN WRONG ON EARNINGS I APOLOGIZE FULLY THE BEST BEAT IVE EVER SEEN HOW DO YOU BEAT ON COSTS BY 20% HOW DO YOU BEAT ON COSTS BY 20%" [X Link](https://x.com/anyuser/status/1988396204418625612) 2025-11-11T23:59Z [----] followers, 11.7K engagements "Unbelievable earnings beat by $APM.TO $ANPMF Analyst estimates were 12-14 cents CAD per share. We got [----] USD. A 350% beat on analyst expectations. AISC dropped by 20%. I was expecting [--] cents USD net income so I was also significantly wrong. Best silver & gold jr Last chance to open a long position in $APM.TO $ANPMF is tomorrow before 4pm. They'll crush earnings and the market will realize they're going to be the most profitable gold and silver jr in [----] and beyond. The fundamental picture will change again. Last chance to open a long position in $APM.TO $ANPMF is tomorrow before 4pm." [X Link](https://x.com/anyuser/status/1988401859695177730) 2025-11-12T00:22Z [----] followers, 43K engagements "I've finally gone short NASDAQ. The top is in. The reverse Calvin trade has never failed. When he mortgaged his home to short $SBSW I went all in. Made millions. I've decided that the bulls are right in this market can't go down Buying long-dated NASDAQ calls to juice the inevitable returns I've decided that the bulls are right in this market can't go down Buying long-dated NASDAQ calls to juice the inevitable returns" [X Link](https://x.com/anyuser/status/1989382836831547537) 2025-11-14T17:20Z [----] followers, 15.1K engagements "Any CEO that tweets like this is so obviously a grifter. Fucking go work and execute if you even know how to work instead of tweeting grifty shit all day. Glad I trusted my gut and dumped $LODE at a nice profit for $APM.TO last year. I screenshotted this in case he deleted it btw. This is why you want to own stocks like $PGDC.V quietly executing no advertising at all just building. And no dilution just hard work. $LODE Production coming on line / funded #urbanmining #silver #comstock $LODE Production coming on line / funded #urbanmining #silver #comstock" [X Link](https://x.com/GavMcCracken/status/2016836733397324057) 2026-01-29T11:32Z [----] followers, 10.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@GavMcCracken GavinGavin posts on X about gold, silver, this is, $maiv the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 56.74% countries 21.28% stocks 11.35% currencies 8.51% cryptocurrencies 5.67% technology brands 4.26% social networks 2.13% exchanges 2.13% celebrities 1.42% financial services 0.71%
Social topic influence gold #2078, silver #2510, this is 12.77%, $maiv #1, future 8.51%, $apmto 7.8%, $uun 7.8%, money 7.09%, $anpmf 7.09%, $pgdcv #1
Top accounts mentioned or mentioned by @baltostar @calvinfroedge @lars57360069 @toiletkingcap @qftnoise @fmayford97841 @decaysurfer @davidke73483404 @sengerchristof @alex__j @b_winning @kirksrevenge @prjowntime @xatraxion @itsthesquonky @tsargrad977 @assettraveller @practpreserver @petertherock89 @jack93882578
Top assets mentioned apM Coin (APM) ASP Isotopes Inc. (ASPI) BHP Group Limited (BHP) Cameco Corporation (CCJ) FIRST MAJESTIC SILVER CORP (AG) PAN American Silver Corp (PAAS) NexGen Energy Ltd. (NXE) Denison Mines Corp (DNN) Assemble Protocol (ASM)
Top posts by engagements in the last [--] hours
"@Lars57360069 $ASM.TO $ASM just doesn't have the value story here. If anything it's close to fairly valued since money today (and high FCF today) is worth much more than high FCF tomorrow (or money tomorrow)"
X Link 2025-11-07T03:04Z [----] followers, [---] engagements
"I just bought 50oz for the cause. Good night everyone TDS was less than [--] cents from getting stopped out again with millions in losses. Lets get silver to $92 https://t.co/uuTRObRQKs TDS was less than [--] cents from getting stopped out again with millions in losses. Lets get silver to $92 https://t.co/uuTRObRQKs"
X Link 2026-01-14T07:02Z [----] followers, [----] engagements
"@toiletkingcap I am too schizophrenic for this to become a content creator substack. It's a lifestyle substack. No this has no connection with "lifestyle company" e.g. $FUU $NXE etc https://x.com/i/status/2011523657189954020 @unearthed2023 @KParaat Im insane. 1/2 way @toiletkingcap @SilverCrisis405 @kenwaldek @PraiseKek @Xatraxion begged me to delever. They're great friends and great people but @Shugoofie did a tarot card reading & got best [--] cards. She said I couldn't delever or the spirits would be angry. I was locked in. https://x.com/i/status/2011523657189954020 @unearthed2023 @KParaat Im"
X Link 2026-01-14T20:01Z [----] followers, [----] engagements
"$EQX didn't own the Gold Rock deposit $MAI.V did. Pan mine is short life. $MAI.V will get the EXACT same synergy that you missed out on when you sold your $APM.TO $ANPMF at $2CAD/share. That synergy Truck the f*cking ore to an already existing processing plant. Save capex. I think at this point the best way to play $mai.v is to buy $eqx who will be dumping into this ridiculous pump. There is a reason equinox thought this asset was non-core. And the shareholder base of Minera Alamos is now Hycroft Part [--] not exactly what Im looking for. https://t.co/dHiB9IWPrB I think at this point the best"
X Link 2026-01-17T01:18Z [----] followers, [----] engagements
"@itsthesquonky @calvinfroedge Andean precious metals is the closest thing. High insider ownership and a big discount because people though california and bolivia were uninvestable. That said bolivia produces tons of silver it's not that "uninvestable". Argentina is viewed as investing in an active warzone"
X Link 2026-01-17T03:01Z [----] followers, [---] engagements
"@itsthesquonky @calvinfroedge The argentina discount is why this was trading so cheaply so it's not directly comparable to $APM.TO $ANPMF even though $APM is up like 30x off the lows or something"
X Link 2026-01-17T03:01Z [----] followers, [---] engagements
"Added another [----] shares of $MAI.V today and since shares shorted of $PGDC.V is rising fast I added 50k shares there too. Almost [--] mil shares sold short now so I'm happy to take that bet most of the shares being sold out of the current volume are actually borrowed atmπ This is getting stupid with 5x potential here for $MAI.V $MAIFD $MAIFF Pick and choose the assets you think they'll bring online (definitely all three USA assets which cumulatively are 2.1bil USD against a fully diluted market cap of [---] Canadian Rupees (fake currency). https://t.co/yWvlzCx4ah This is getting stupid with 5x"
X Link 2026-01-21T15:15Z [----] followers, 11.8K engagements
"@Hky919 @Stonkseeker $APM CEO derisked his initial investment into the company + a bit more. Insiders always sell when stocks multibag. Pretty hard to read into it"
X Link 2026-01-21T15:48Z [----] followers, [---] engagements
"@TheSeeqer I sold it all for $MAI.V and $PGDC.V recently I bought back 5k shares $APM today (tiny position) just cuz it was $10CAD/share"
X Link 2026-01-22T03:03Z [----] followers, [---] engagements
"I can't emphasize this enough: statements like "it's priced in" couldn't be farther from truth. The news quants are scraping to make trading decisions - I'm sure there's alpha in it - but you can find news articles with interviewed political figures telling you a 3x is incoming The spanish internet is a literal gold mine for gold mines. Holy sht I have found another nugget of multibagger alpha. The spanish internet is a literal gold mine for gold mines. Holy sht I have found another nugget of multibagger alpha"
X Link 2026-01-22T08:47Z [----] followers, 11.3K engagements
"The gold price is already over $5000. How do I know Tether gold is redeemable for gold: it's $5035. Btw they raise money similar to SPUT $U.UN $SRUUF in the #uranium space. So this is pent up demand for new gold buys. Tether bought sovereign level amounts of gold in 2025"
X Link 2026-01-25T08:30Z [----] followers, 15.1K engagements
"LOL $PGDC.V $HGLD $MAI.V $MAIFF $MAIFD $GSVR.V $GSVRF"
X Link 2026-01-26T01:20Z [----] followers, [----] engagements
"@commodityrsr @SargentoHighwa4 @toiletkingcap lol these f*cking idiots think it's fairly valued Wow. No wonder I 100x'd my net worth in a single year last year. Mining investors are idiots. $MAI.V $MAIFF using just the USA assets is 4x under a fair NPV8 valuation"
X Link 2026-01-28T01:21Z [----] followers, [----] engagements
"Albertsons Bagger is a Demystifying Life substack reader. On top of that the man can buy hold and buy every dip. P.S. Since he is my friend I will dox him if this gets 1k likes π Owning silver & gold jrs has made me so rich. I'm up $4M USD in [----] alone and we haven't even finished the first month of the year. holy fucking shit. i wish i could tell my family about this or any of my friends but instead im here sharing it with my anon twitter friends Owning silver & gold jrs has made me so rich. I'm up $4M USD in [----] alone and we haven't even finished the first month of the year. holy fucking"
X Link 2026-01-28T05:44Z [----] followers, [----] engagements
"I fcking made it lads. Up nicely on my $MAI.V buys and up 10% on my $PGDC.V buys. Sometimes not chasing a rally and keeping buying power really fcking works out. Might need to put in a stink bid at $4.75 CAD $MAI.V so I don't start getting margin call emails every morning Also I bought $MUR today cuz it's down 5% and if Iran gets bombed $80 Brent is coming Added gently to both $MAI.V and $PGDC.V today. Both trading substantially below fundamental value with even $3.75k gold. Gently because not sure how long this will go on for happy knowing all I have to do is long though. Added gently to"
X Link 2026-01-30T19:45Z [----] followers, [----] engagements
"@toiletkingcap Yes $DHT did well for me today"
X Link 2026-01-31T00:18Z [----] followers, [---] engagements
"The number of holders of Tether gold continues to grow exponentially with tons of retail investors buying the current dip in gold. If retail are still buying gold at $4800 this quickly it's likely that the cycle doesn't end. There is still f*cking exponential growth. Remember $MAI.V and $PGDC.V only need $3500 gold to 2x from their current share proces. Gold tailwinds remain: retail interest can be inferred to be growing exponentially. Usually cycles are marked by retail dumping when they feel gold has gotten too expensive. https://twitter.com/i/web/status/2017707338782961810"
X Link 2026-01-31T21:11Z [----] followers, [----] engagements
"Can people explain to me if Kevin warsh is hawkish or dovish. The mainstream media says hawkish schizos say dovish. Which is it"
X Link 2026-02-01T02:12Z [----] followers, 10.5K engagements
"Idk how @calvinfroedge has so many haters. He's literally one of the best retail investors globally but then again I guess people hate em cuz they ain't em To all the "Calvin discovered mining yesterday" people Here are posts from 2022-2024 where I told people to get long what are now mid-large cap miners and physical (or to get out of First Quantum before the protests) Nearly everything discussed has multi bagged https://t.co/H2Nv7LQpzq To all the "Calvin discovered mining yesterday" people Here are posts from 2022-2024 where I told people to get long what are now mid-large cap miners and"
X Link 2026-02-03T00:18Z [----] followers, 11.4K engagements
"Now that y'all dumped your gold miners I can say I'm proud I successfully bought the dip in $MAI.V $MAIFD $MAIFF & gold futures. Congratulations for getting stopped out anon now you get to chase because you didn't model the FCF with $3800 or even any number π And you fcking dumped your jr. gold miners that were trading at 20% NPV8 using $4000 gold anon And you fcking dumped your jr. gold miners that were trading at 20% NPV8 using $4000 gold anon"
X Link 2026-02-03T09:31Z [----] followers, 10.1K engagements
"TL;DR: they have multiple paths to multibagging the stock and those paths remain available with $3000 gold. No other gold miners have the same upside with $3000 gold. None of them. Since we don't know when $6000 gold will happen (could be next cycle) this is my racehorse"
X Link 2026-02-04T21:23Z [----] followers, [----] engagements
"@tsargrad977 Balls of steel or not since it has so much diversification baked in"
X Link 2026-02-04T21:37Z [----] followers, [---] engagements
"Gold down 1.46% so jr gold miners that haven't gone up much with gold are down 5%. $MAI.V $MAIFF announces they're [--] months ahead of previous schedule as far as bringing the Gold Rock mine online and this is still enough to knock them down 2.5%"
X Link 2026-02-05T19:31Z [----] followers, [----] engagements
"@Raw_Bull Why is $RGLD down more than it today then And $RGLD doesn't have potential 10x upside"
X Link 2026-02-05T19:36Z [----] followers, [---] engagements
"If Minera Alamos actually make all the target dates they're talking about in this they're significantly ahead of my forecasted schedule. Resultantly a new NPV8 calculation would add hundreds of millions of value compared to the one I did. I'll make a new model $MAI.V $MAIFF $MAI.v Darren Blasutti joins @TrevAHall with Mining Stock Daily podcast for an update on some recent developments including our [----] guidance for the Pan mine released yesterday and some catalysts to watch out for in the coming months. https://t.co/KKIQVgdlw9 $MAI.v Darren Blasutti joins @TrevAHall with Mining Stock Daily"
X Link 2026-02-05T22:32Z [----] followers, [----] engagements
"@Adrian_Trade @FACEIT The fact it's not solid 99.9% silver immediately makes it boring anyway"
X Link 2026-02-07T13:17Z [----] followers, [--] engagements
"Looks like everyone capitulated on their gold miners early. CIBC sees gold averaging $6000 an ounce as safe-haven demand persists Kitco News https://share.google/I1C4wu8eBBjnWXZdV https://share.google/I1C4wu8eBBjnWXZdV"
X Link 2026-02-07T14:14Z [----] followers, [----] engagements
"@AssetTraveller @FMayford97841 You're asking an internet troll. Best Imo are $MAI.V $MAIFF $PGDC.V $HGLD $GSVR.V $GSVRF"
X Link 2026-02-07T23:33Z [----] followers, [---] engagements
"Wells Fargo calling for $6100 to $6300 year end gold price. Not much longer then miners will go all at once. https://www.thestreet.com/investing/top-bank-revamps-gold-price-target-for-rest-of-2026 https://www.thestreet.com/investing/top-bank-revamps-gold-price-target-for-rest-of-2026"
X Link 2026-02-10T00:07Z [----] followers, 16.6K engagements
"@PractPreserver wow that's not much $MAI.V is as guaranteed a 10x as a stock can be with $6000"
X Link 2026-02-10T04:52Z [----] followers, [---] engagements
"@decaysurfer Bro with $6000 gold I'm getting multiple 10x's $MAI.V $MAIFF $PGDC.V $HGLD etc. That's more than enough for me"
X Link 2026-02-10T04:54Z [----] followers, [---] engagements
"@DavidKe73483404 Takes time and patience in my past experience these things have usually been boring then extremely exciting then boring etc"
X Link 2026-02-10T17:38Z [----] followers, [----] engagements
"@petertherock89 @DavidKe73483404 I can guess it will be like +100mil USD of NPV8 to gold rock I will post it in the near future. Spent [--] hours yesterday researching a new idea"
X Link 2026-02-10T18:01Z [----] followers, [---] engagements
"Because Canadians are not a serious people. Corruption is wild here and people are too stoned to care How is Mark Carney avoiding answering why he and Diana Fox had a relationship with Ghislaine Maxwell Why is every other politician having to explain their ties to Jeffrey Epstein but him https://t.co/nuuYhOutMz How is Mark Carney avoiding answering why he and Diana Fox had a relationship with Ghislaine Maxwell Why is every other politician having to explain their ties to Jeffrey Epstein but him https://t.co/nuuYhOutMz"
X Link 2026-02-10T23:47Z [----] followers, [----] engagements
"15% discount rate and 4k gold looooooooool all the marketing people use 5% discount rates $MAI.V PT: $10 CAD (base case) Derived from this rough draft Excel model Assumptions: - $2000 AISC for all [--] US mines - Base case uses $4000 gold - 15% Discount Rate - 0.8x NPV - FD share count of 155m Mexico Assumptions - $1200 AISC - 0.6x NPV (lower multiple for https://t.co/HVv8ZcaYp0 $MAI.V PT: $10 CAD (base case) Derived from this rough draft Excel model Assumptions: - $2000 AISC for all [--] US mines - Base case uses $4000 gold - 15% Discount Rate - 0.8x NPV - FD share count of 155m Mexico Assumptions"
X Link 2026-02-11T01:17Z [----] followers, [----] engagements
"@Dar_Booth you mean to say people in Canada aren't serious and don't think very hard about this stuff or actually care about it"
X Link 2026-02-11T03:12Z [----] followers, [---] engagements
"@SengerChristof Their producing mine is in Nevada & their next [--] mines to come online are both in the USA too they'll have 140k oz/yr USA production with avg AISC $1450/oz gold and then their 4th mine coming online Q4 [----] is in Mexico but somehow everyone thinks this is a Mexican miner"
X Link 2026-02-11T09:47Z [----] followers, [---] engagements
"@Jack93882578 They will develop them. This management team is known for developing mines with minimal capex to get them online"
X Link 2026-02-11T18:23Z [----] followers, [---] engagements
"@Jack93882578 They already have the financing 9mil FCF/quarter with current gold price from their Pan mine I think around 30mil cash banked too. They're the best option there is right now lol"
X Link 2026-02-11T18:24Z [----] followers, [---] engagements
"It's almost like despite what media and X engagement farmers would have you believe central banks aren't selling their gold to buy USD and USTs π€ All that selling and re-dollarization talk and the dollar didn't budge Hmm. Weird. https://t.co/UjqDjZmJBk All that selling and re-dollarization talk and the dollar didn't budge Hmm. Weird. https://t.co/UjqDjZmJBk"
X Link 2026-02-12T22:25Z [----] followers, [----] engagements
"This is why I've been doing my best to not trade. As of a few weeks ago I realized gold had to consolidate before the jr miners would start to correlate with it. So I've just been chilling. @BaronDestructo @silvertrade @GavMcCracken How many trades were affected by this misinformation A whole bunch more than likely. @BaronDestructo @silvertrade @GavMcCracken How many trades were affected by this misinformation A whole bunch more than likely"
X Link 2026-02-13T19:42Z [----] followers, [----] engagements
"I mean seriously imagine a federal government that was just a provincial one. Small. Efficient. Beautiful rocky mountains. No extra federal taxes that just go to Carney's cousins VC startup as a "gender equality in Saudi Arabia" donation"
X Link 2026-02-14T19:53Z [----] followers, [----] engagements
"@birdseye88 I just wish we could have free markets where people educate themselves about what they want to invest in"
X Link 2026-02-15T12:12Z [----] followers, [---] engagements
"Here is a man who has never driven across a continent who instead vouches for goyimgold created by epstein's Mossad/CIA ring of criminals. Pretty obvious that three letter agencies solved fast prime factorization long ago. @GavMcCracken Good luck leaving with a big bag of gold coins in your backpack @GavMcCracken Good luck leaving with a big bag of gold coins in your backpack"
X Link 2026-02-16T00:18Z [----] followers, [----] engagements
"@JohnWal77147864 It is not $CERT this company will have 90k+ oz/yr gold and 1mil oz/yr silver from the mine coming online within weeks. Current market cap is below 250mil USD"
X Link 2026-01-14T01:11Z [----] followers, [---] engagements
"Random Ph.D. student on AI paper publishing spree with newsletter on biochemistry athletics & finance outperforms internet "experts" and professional analysts/pundits while living on peanut butter and banana sandwhiches to save costs to maximize gains in bull market for his future company where he plans to lose money perpetually until solving moonshot science problem(s) (that likely won't be monetizable) all from fresh powder at BC ski resort β·π Make your life beautiful anon it's not too late to weaponize your autism and go as hard as your hyperfixation superpowers allow. P.S. I also take"
X Link 2026-01-30T22:13Z [----] followers, 33.2K engagements
"I'm cooking an investment idea at the moment but I can't find the information I want to find and neither can the LLMs. I'm convinced it's on the internet somewhere though"
X Link 2026-02-04T19:47Z [----] followers, [----] engagements
"Best risk/reward in an undervalued gold miner: Minera Alamos a π§΅about why this stock is currently 60% of my portfolio. $MAI.V $MAIFF $MAIFD #gold $GDXJ $GDX $ABX $ABX.TO $NEM $IAU $GLD $GLDM $SGOL #pm"
X Link 2026-02-04T21:22Z [----] followers, 24.7K engagements
"JP Morgan $6300 CIBC $6000 Wells Fargo $6100 Bank of America $6000 UBS $6000 Deutsche Bank $6000 Societe Generale $6000 It seems like banks are globally converging to believe $6000 gold is inevitable. If only jr miners made money at 5k/oz π https://www.kitco.com/news/off-the-wire/2026-02-02/jp-morgan-expects-gold-prices-reach-6300oz-end-2026 https://www.kitco.com/news/off-the-wire/2026-02-02/jp-morgan-expects-gold-prices-reach-6300oz-end-2026"
X Link 2026-02-10T18:28Z [----] followers, [----] engagements
"Despite todays headlines that the world is now redollarizing gold remains the flow. Today I bought quite a bit of $MAI.V and $PGDC.V; still lots of buying power left but I'm starting to think the floor is near"
X Link 2026-02-12T20:57Z [----] followers, [----] engagements
"The Dow is over 50k that's what we should be talking about instead of prosecuting pedofiles. Literally the next day (Dow crashes below 50k): Gold is flat and nearly every gold miner on my screen is red some deeply so. Insider selling in many names. Net selling by funds and investors. Imagine watching that DOJ hearing yesterday and placing your faith in the US Dollar instead of Gold. Couldn't be me. Gold is flat and nearly every gold miner on my screen is red some deeply so. Insider selling in many names. Net selling by funds and investors. Imagine watching that DOJ hearing yesterday and"
X Link 2026-02-12T21:34Z [----] followers, [----] engagements
"Calvin has cursed us all. His capitulation marks the top in the Dow & Nasdaq. I know he's doing it because he cares more about pedofiles going to prison which only happens when the S&P500 is tanking (Bondi et al. 2026) but when the margin calls start everything is correlated. I'll be adding my sub [----] forward [--] months p/e miners on this dip. Sold my miners and bought tech Sold my miners and bought tech"
X Link 2026-02-13T00:42Z [----] followers, [----] engagements
"I miss the days of @calvinfroedge buying puts on the Nasdaq. The poor soul torched 20% of his net worth each year doing it while still acquiring a 31% CAGR beating Druckenmiller"
X Link 2026-02-13T00:43Z [----] followers, [----] engagements
"You guys really gotta stare at tickers less. I haven't even been checking the $MAI.V price once a day lately. Insiders recently bought 5mil worth. I'm happy spinning in my chair waiting for them to release the copperstone mine construction plan and pump all our bags There is a motivated seller in $MAI.v $MAIFF. just following it down trying to get out. Probably some guy with [--] or 100k shares taking off risk. There is a motivated seller in $MAI.v $MAIFF. just following it down trying to get out. Probably some guy with [--] or 100k shares taking off risk"
X Link 2026-02-13T21:19Z [----] followers, [----] engagements
"It's actually sad that people don't understand their politicians squander their money while looking for every additional Avenue to boost tax revenue. It's called tax slavery you don't even get 1/10th of your money's worth neither does your neighbor or the homeless man. No citizen gets your money despite that being the reason you pay tax. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"
X Link 2026-02-13T21:47Z [----] followers, [----] engagements
"@baltostar friends of the government via nepotistic contract selection where the contracts are 10x above market rate in some cases 100x above market rate and their friends company just then subcontracts the job out at market rate for a quick 9x or 99x"
X Link 2026-02-14T03:41Z [----] followers, [--] engagements
"There's so much more to mining investing than just the quality of a deposit lol otherwise every high risk jurisdiction project would trade with the premiums projects in safe jurisdictions (with a low potential for disruption) get. Geology only gives you a slight edge sometimes and can handicap you and give you a disadvantage other times. The $VZLA project is the best silver project in the world. This is what is being shorted. - 20m ounces/year - All in sustaining cost [-----] usd - Low CAPEX - Up and running it would make the entire MCAP in one year at current silver/gold. - The local"
X Link 2026-02-14T03:51Z [----] followers, 13.9K engagements
"@Alex__j I like USA + Canada + Chile I'm thinking Argentina could be good via $PGDC.V. Australia is good too"
X Link 2026-02-14T05:43Z [----] followers, [---] engagements
"If people are penalized for standing up for who they represent instead of sucking off the lobbyists that control their party (which can be foreign entities trying to turn your country into a vassal state e.g. AIPAC) then the system is broken and we need more @RepThomasMassie @Lars57360069 @GavMcCracken Bullshit you/we speak out when (y)our team party screws over you (us) every fucking day. year after fucking year. . And Massie is one of the few that speaks up and doesn;t kiss Trumps massive egotitical ass as well and I really respect that. Fwiw Sir Zero respect from @Lars57360069"
X Link 2026-02-14T18:31Z [----] followers, [----] engagements
"This is the wrong argument. The correct argument is the following. If the government didn't borrow money and give it to friends of the government they wouldnt have to print increasingly large amounts of fiat. Thus inflation would be lower and there would be no increase in value to your house price. The majority of this tax is taxing your gains that have come due to inflation. So it's a double edged sword designed to ass fuck you. [--]. Inflation makes the price of everything you own (stocks commodities your house etc) increase in value. [--]. Now you are taxed on that increase in value. [--]. But"
X Link 2026-02-14T18:34Z [----] followers, [----] engagements
"@blondesnmoney @GuastyWinds Hey where's my shoutout I'm over here hauling mintwits ass making sure they end some years green and stop mortgaging their houses to go all in on "great geology" just [--] miles away from the nearest cartel home base in Mexico"
X Link 2026-02-14T18:41Z [----] followers, [----] engagements
"This is why you're a fool to realize gains on your physical gold and silver. Instead put a constant stream of your income from work and from realized capital gains into physical gold and silver. Who cares if it crashes. The truth is if you're already printing money in the stock market you don't need all the gains compounding for you that's greed and it will lead to an ultimate downfall. The plan shouldn't be to sell physical ever unless an emergency arises. The plan should be to have the ability to rebuild yourself after the next reset / theft of peasant resources to "defeat Russia" or"
X Link 2026-02-14T18:46Z [----] followers, 11.3K engagements
"Not the endorsement I was looking for but If I say I'm interested in funding the secession do I have to say I'm not suicidal & love life Both are true & another truth is the ridiculous depth of Canada's corruption. Never buy .TO or .V stocks if the CEO doesnt own a significant % @GavMcCracken @GuastyWinds You are the mansa musa of our time my man. With the amount you made on metals you could single handedly fund Albertan secession @GavMcCracken @GuastyWinds You are the mansa musa of our time my man. With the amount you made on metals you could single handedly fund Albertan secession"
X Link 2026-02-14T19:52Z [----] followers, [----] engagements
"Europoors about to own nothing and be happy cuz they didn't save their wealth in physical off the grid assets (gold coins) The Great Taking has started https://t.co/7dRsOPngIn The Great Taking has started https://t.co/7dRsOPngIn"
X Link 2026-02-15T11:54Z [----] followers, [----] engagements
"Guys it's easier to hide gold in places it will never be found than it is to keep it in a safe. Realize how big this planet is You don't need a fortress either. Safes armed guards paying for insurance they all draw attention. But that ugly concrete with rusty iron rebar sticking out that's actually full of gold in the center and only you know it because you made it. No one is ever going to figure it out or have the time to demolish all the concrete to find the one part that's worth money. Alternatively take a hike in a non populated area with grizzly bears ready to eat uneducated thieves"
X Link 2026-02-15T12:03Z [----] followers, [----] engagements
"Breaking: EU politicians follow their Canadian peers releasing plan to invest your savings in their personal family and friends businesses where their cousin/uncle/sister/best friend is the boss and pays themselves a much needed 25x market rate salary. Corruption is everywhere The Great Taking has started https://t.co/7dRsOPngIn The Great Taking has started https://t.co/7dRsOPngIn"
X Link 2026-02-15T12:07Z [----] followers, [----] engagements
"@LowLeverageMath @calvinfroedge Canada is the Western country that invented using the word "investing" when they actually mean embezzling"
X Link 2026-02-15T23:04Z [----] followers, [--] engagements
"@roger_smil78014 @calvinfroedge Unfortunately I think you're right"
X Link 2026-02-15T23:07Z [----] followers, [--] engagements
"Man it takes [--] hours to drive across north america (just the width alone). Most of the space is totally empty it's just forests or fields. It's impossible to reliably find gold with a metal detector over such a large space. you'd have to walk the length of north america millions of times. https://twitter.com/i/web/status/2023175187194343727 https://twitter.com/i/web/status/2023175187194343727"
X Link 2026-02-15T23:18Z [----] followers, [---] engagements
"You should not own physical gold if there's a reasonable chance you'll need to sell it within the next [--] years. The point of owning physical is to hedge against government overreach. ETFs bank safety deposit boxes they can all be raided by the government. A pirate's chest in the ground can't be"
X Link 2026-02-15T23:20Z [----] followers, [--] engagements
"What kind of a government has "regulations for Thee not for Me" as one of its fundamentals https://search.app/7A6cx https://search.app/7A6cx"
X Link 2026-02-15T23:41Z [----] followers, [----] engagements
"Mark Carney says people using American social media platforms are criminals. Earlier today @calvinfroedge said the second fastest way to go bankrupt was to buy a house in Canada. Looks like he totally missed that it's about to be the fastest way to go to prison. Mark Carney says Canada is ready to limit free speech in his country citing raclsm and lslamophobia as the reasons. YIKES. https://t.co/yCTh48Bwkz Mark Carney says Canada is ready to limit free speech in his country citing raclsm and lslamophobia as the reasons. YIKES. https://t.co/yCTh48Bwkz"
X Link 2026-02-16T04:22Z [----] followers, [----] engagements
"In [--] hours 200k pounds of #uranium will be bought from spot market. Subsequently SPUT $U.UN $SRUUF will hit NAV. Simultaneously flows into $URNM and $URA will flow into SPUT. SPUT will lead tomorrow. Also: I will be posting an update on global #uranium demand tomorrow"
X Link 2024-10-07T03:08Z [----] followers, [----] engagements
"Japan is restarting at least two reactors before the end of the year. Unit [--] at Kashiwazaki Kariwa Onagawa No.2 reactor Both news drops will be very bullish #uranium"
X Link 2024-10-11T04:33Z [----] followers, [----] engagements
"#uranium is fairly priced. No one needs new multi gigawatt power plants. $URNM $URA and especially $U.UN will not increase in value. They will all be flat as every mine comes online [--] months early and produces 2x expectations while electricity prices halve from less demand. /s"
X Link 2024-10-16T04:18Z [----] followers, 26.9K engagements
"I wonder if all this news about future #uranium demand from big tech will light a fire under utilities to get them out hitting the bid and signing contracts"
X Link 2024-10-17T00:14Z [----] followers, [----] engagements
"Yann won the Turing award which is computer science's Nobel prize. He's saying that AI data centers will be built next to #nuclear power plants. #uranium is and will be even more in the future a play on AI. $URNM $URA $HURA $SRUUF $U.UN AI datacenters will be built next to energy production sites that can produce gigawatt-scale low-cost low-emission electricity continuously. Basically next to nuclear power plants. The advantage is that there is no need for expensive and wasteful long-distance distribution AI datacenters will be built next to energy production sites that can produce"
X Link 2024-10-17T21:00Z [----] followers, 14.9K engagements
"Olympic Dam second largest #uranium producing mine in the world has a full power outage and will be taking a short vacation. Sounds like a tornado or high winds took out power transmission lines $U.UN $SRUUF https://www.abc.net.au/news/2024-10-18/severe-storms-hit-south-australia-and-broken-hill/104487874 https://www.abc.net.au/news/2024-10-18/severe-storms-hit-south-australia-and-broken-hill/104487874"
X Link 2024-10-18T01:46Z [----] followers, [----] engagements
"As I said last time this happened it went down for [--] days. #uranium This means 17% of a quarter's worth of U production from one of the largest uranium mines on earth is not going to be showing up. $BHP sell on the spot market so any volume premium to NAV in $U.UN = spot up Update on $BHP - Olympic Dam: Out of action for at least [--] weeks #uranium Update on $BHP - Olympic Dam: Out of action for at least [--] weeks #uranium"
X Link 2024-10-21T05:36Z [----] followers, [----] engagements
"This is an 18bil market cap company and it's up 22%. Seems like Chinese investors understand the coming power demand of modern tech. #uranium"
X Link 2024-10-22T04:14Z [----] followers, [----] engagements
"Russian state media talking about a #uranium ban again. Is it more talk or for real this time π"
X Link 2024-10-24T04:32Z [----] followers, [----] engagements
"A reminder that spot #uranium prices are dropping while Olympic Dam remains offline (6th largest uranium mine) and Orano's Niger operations also shut down"
X Link 2024-10-28T20:53Z [----] followers, 13K engagements
"I tripled my position in $PALAF $PDN today. This is a ridiculous gift the price of #uranium will be over $100 next year. Temporary ramp up AISC (Costs ramping up are higher) of $40 are meaningless. Possibly the most undervalued U company just BC it's on ASX not even TSX"
X Link 2024-10-29T17:12Z [----] followers, 27.9K engagements
"Looks like I may have timed the bottom -- obvious overreactions in the market are obvious opportunities. Dumping 20% on news that production ramp up "may" take slightly longer than expected in a market where future uranium prices are over $150 is a joke. #uranium $PDN $PALAF I tripled my position in $PALAF $PDN today. This is a ridiculous gift the price of #uranium will be over $100 next year. Temporary ramp up AISC (Costs ramping up are higher) of $40 are meaningless. Possibly the most undervalued U company just BC it's on ASX not even TSX. I tripled my position in $PALAF $PDN today. This is"
X Link 2024-10-30T02:09Z [----] followers, [----] engagements
"Alberta is attracting $100billion in data center capital and. building up to five CANDU reactors Hurry up and put two and two together. CANDU's run on natural uranium there is no conversion or enrichment bottleneck. #uranium prices to 5x by end [----]. https://www.cbc.ca/news/canada/edmonton/private-sector-advances-proposal-for-large-scale-nuclear-power-plant-in-northern-alberta-1.7345039#::text=Alberta%20government%20supports%20nucleartheir%20potential%20for%20oilsands%20operations 5GW of data centre interconnection requests in the Alberta electricity market π Its very reasonable and"
X Link 2024-10-30T14:24Z [----] followers, [----] engagements
"Every #nuclear reactor will get a life extension. Every offline reactor will restart. All for the sake of the AGI race which China is currently killing us on -- bringing a new reactor online every [--] months soon decreasing to every month. #uranium Diablo Canyon closer to [--] additional years of operation #uranium https://t.co/hnxdlRt766 Diablo Canyon closer to [--] additional years of operation #uranium https://t.co/hnxdlRt766"
X Link 2024-11-01T15:05Z [----] followers, [----] engagements
"Reminder: Since Earth's 5th largest #uranium mine producing 6% of the world's U3O8 went offline (17 days ago Olympic Dam $BHP was hit by a tornado) spot is down 7%. Somair in Niger also went down taking out a total of 10% of global U3O8. Spot to fall 3% more to hit -10%. DYOR"
X Link 2024-11-04T22:19Z [----] followers, 14.3K engagements
"I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium"
X Link 2024-11-05T20:06Z [----] followers, 13.7K engagements
"If enCore $EU $EU.V make 75% of this schedule they'll be the #uranium producer with the least forward sold production and the largest unhedged (uncontracted) benefits coming from the uranium price spike. 600mil USD market cap. 5mil lbs/yr future production & $200 uranium soon. I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium"
X Link 2024-11-05T21:14Z [----] followers, 10.4K engagements
"My actual opinion on the #uranium thesis. I am going to go and do real work now. (click on the screenshot to see all three paragraphs)"
X Link 2024-11-05T21:29Z [----] followers, 13.6K engagements
"If @realDonaldTrump wins @elonmusk has likely become the most powerful (and richest) man on Earth. The era of space & AGI may very well be here. #uranium I think we positioned well for this. Deregulation = faster #nuclear power plant production. China won't win the AGI race"
X Link 2024-11-06T03:52Z [----] followers, [----] engagements
"Saudis are on the phone with #nuclear reactor builders confirmed. [--] million GPU datacenter incoming. The only option to output that much sustained power is #uranium fuel. SAUDI ARABIA IS PLANNING A $100 BILLION INVESTMENT TO ESTABLISH A LEADING AI POWERHOUSE AIMING TO RIVAL THE UAE'S TECH HUB. SAUDI ARABIA IS PLANNING A $100 BILLION INVESTMENT TO ESTABLISH A LEADING AI POWERHOUSE AIMING TO RIVAL THE UAE'S TECH HUB"
X Link 2024-11-06T20:09Z [----] followers, [----] engagements
"Hopefully my accuracy in timing peaks and troughs remains. $PDN $PALAF next to pop IMO. #uranium I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium I'm buying tf out of $EU at these prices. $900mil CAD market cap and they've got the potential to produce 3mil pounds/yr within a few years Wild. #uranium"
X Link 2024-11-06T20:58Z [----] followers, [----] engagements
"Two days in a row feels good. $PDN and $EU still incredibly undervalued but this is the price action I like to see. #uranium Hopefully my accuracy in timing peaks and troughs remains. $PDN $PALAF next to pop IMO. #uranium https://t.co/WMmXTZmxEj Hopefully my accuracy in timing peaks and troughs remains. $PDN $PALAF next to pop IMO. #uranium https://t.co/WMmXTZmxEj"
X Link 2024-11-07T15:59Z [----] followers, [----] engagements
"Olympic Dam one of the largest copper & uranium mines (yes largest for both) in the World has been offline for almost [--] days. Copper prices are squeezing from the lost production. When does #uranium follow Olympic Dam is more critical to uranium than copper given U's deficit"
X Link 2024-11-07T20:25Z [----] followers, 66.7K engagements
"Got GPT o1 to read every public document from the last [--] years published by $BHP. Apparently each day Olympic Dam is offline 22k pounds of #uranium won't make it to the spot market as BHP primarily sell their production into the spot market. LFG We're at 462k pounds lost. Olympic Dam one of the largest copper & uranium mines (yes largest for both) in the World has been offline for almost [--] days. Copper prices are squeezing from the lost production. When does #uranium follow Olympic Dam is more critical to uranium than copper given U's deficit https://t.co/3WCtOwgBSu Olympic Dam one of the"
X Link 2024-11-08T05:11Z [----] followers, 45.9K engagements
"Added more $ASPI here. It's always hard to buy when the chart looks the way it does but they have so much potential to become a cash cow it's ridiculous. Just from #uranium enrichment -- nevermind that getting GPU's to 3.5nm from 5nm will require silicon-28 which they'll make"
X Link 2024-11-13T17:04Z [----] followers, [----] engagements
"Everything #uranium is about to pump. Buy $U.UN $SRUUF NVIDIA ENTERS NUCLEAR: DEAL WITH DIABLO CANYON BRINGS AI INSIDE Nvidia the world's most valuable company has just made its first move into nuclear power: it is partnering with PG&E's recently-saved Diablo Canyon Nuclear plant to build AI inside the plant. The deal is being https://t.co/ktLJ7KtkYV NVIDIA ENTERS NUCLEAR: DEAL WITH DIABLO CANYON BRINGS AI INSIDE Nvidia the world's most valuable company has just made its first move into nuclear power: it is partnering with PG&E's recently-saved Diablo Canyon Nuclear plant to build AI inside"
X Link 2024-11-13T17:46Z [----] followers, [----] engagements
"@casperj33081634 Yes. And this ban guarantees Converdyn is on the phone with the Whitehouse sometime today being told to add the [----] tU conversion they promised they would add to Congress if Russia retaliated with a ban"
X Link 2024-11-15T17:44Z [----] followers, [----] engagements
"Breaking: In this post I clarify with a single screenshot and sentence why #uranium is about to explode into a bull market rally. Converdyn will accept orders for pre-sales the day they announce this expansion out to end 2029; that means +30000 t/U of contract demand. π @casperj33081634 Yes. And this ban guarantees Converdyn is on the phone with the Whitehouse sometime today being told to add the [----] tU conversion they promised they would add to Congress if Russia retaliated with a ban. @casperj33081634 Yes. And this ban guarantees Converdyn is on the phone with the Whitehouse sometime"
X Link 2024-11-15T18:45Z [----] followers, [----] engagements
"When it rains it pours. #uranium supply disintegrating by the hour. $KAP have now lost acid while in an acid deficit $PDN guide down $CCJ guide down Russia bans U exports everyone else is guiding down. Thank f I own $U.UN $SRUUF. "Horrific Videos Turn Out to Be True: Sulfuric Acid Spill Confirmed at Kazatomprom Mine [--] November [----] - . the Department of Ecology of the Turkestan Region fined the enterprise more than [---] million tenge." https://t.co/DHlfmFQt5r "Horrific Videos Turn Out to Be True: Sulfuric Acid Spill Confirmed at Kazatomprom Mine [--] November [----] - . the Department of Ecology"
X Link 2024-11-15T22:05Z [----] followers, [----] engagements
"Incredibly bullish for $ASPI given that they're already producing Si-28 in experimental grades which will increase heat dissipation from $NVDA GPUs by 150%. $ASPI and Si-28 are now obviously a requirement of the future AI technology pipeline. https://finance.yahoo.com/news/nvidia-ai-chips-face-issue-141200900.html https://finance.yahoo.com/news/nvidia-ai-chips-face-issue-141200900.html"
X Link 2024-11-17T18:05Z [----] followers, 13.1K engagements
"A reminder that Olympic Dam the third largest #uranium mine in the world due to Inkai's guidance reduction by Cameco has been offline more than [--] weeks due to getting hit by a f***ing tornado and the market has yet to react. Buy SPUT $U.UN $SRUUF. It's coming. Uranium price rallied 7x in [--] months (post the Cigar Lake flood) Ben (Finegold) and I now believe the Cigar Lake moment is here again. Nick Lawson CEO Ocean Wallπ #Nuclear powered by #Uranium Uranium price rallied 7x in [--] months (post the Cigar Lake flood) Ben (Finegold) and I now believe the Cigar Lake moment is here again. Nick"
X Link 2024-11-17T18:50Z [----] followers, 14.1K engagements
"Lobo this will pull forward demand for U3O8. Russian contracts require you to supply the UF6 once you get your EUP. This isn't the case here in the West you have to supply the UF6 which is made from U3O8 before it's centrifuged into enriched #uranium. It's clear. Not hype. This story is making headlines but it's unclear what the actual impact on enriched #uranium will be. There are exemptions and the Chinese are already helping circumvent such restrictions. It's even less clear what this means for U3O8 from mines. Beware of hype. https://t.co/iklTFwDKMQ This story is making headlines but it's"
X Link 2024-11-17T23:44Z [----] followers, [----] engagements
"2% discound to NAV. All we need is bullish #uranium news to drop at 9AM tomorrow. P.S. The bullish uranium news literally never comes when SPUT is close to NAV. So this is hopium. #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -1.97% discount to NAV No pounds purchased No trusts issued = no $ raised $20.3m in cash https://t.co/QUcBJUQfpQ #SPUT @Sprott #Uranium Trust $U.U $U.UN #nuclear #GreenEnergy -1.97% discount to NAV No pounds purchased No trusts issued = no $ raised $20.3m in cash https://t.co/QUcBJUQfpQ"
X Link 2024-11-21T00:05Z [----] followers, [----] engagements
"$ASPI short report: misses the fact that they'll be enriching Si-28 and medical isotopes before they start enriching #uranium. Claims sensationally & falsely "if Trump restores Russia relations $ASPI has no hope". This short might get cleaned; missed most of the future business"
X Link 2024-11-26T16:29Z [----] followers, [----] engagements
"Guys I've figured it out lazer tech is legit only when Silex / GLE does it who are using it just for #uranium whereas $ASPI already have a use case for Si-28 which is required for next gen GPU's. Market is idfk"
X Link 2024-11-27T20:47Z [----] followers, [----] engagements
"The #uranium supply deficit will grow from 55mil to 60mil pounds in [----]. Let's see if this is the year that the cumulative pressure finally causes the unwind. If not [----] should do it though the deficit drops to 30mil pounds that year. #nuclear $U.UN $SRUUF $URNM $URA $HURA"
X Link 2024-12-16T17:14Z [----] followers, [----] engagements
"2025 is looking to be the year #uranium finally does its thing. 60mil supply deficit new large nuclear power plants will be announced in the USA and the idea of investing in uranium should become more mainstream"
X Link 2024-12-20T14:51Z [----] followers, [----] engagements
"150k pounds of #uranium production from JV Inkai has now been wiped out from [----]. Updated guidance: 7.45mil pounds instead of 7.6mil. Inkai remains offline"
X Link 2025-01-08T05:52Z [----] followers, 10.5K engagements
"Seriously though we're at a point where [--] billion USD would break the #uranium market. Inkai not producing those pounds are already forward sold so the spot market must be used by $CCJ and $KAP to replace them. Someone front run them already. lets stop doing podcasts and start raising money John lets stop doing podcasts and start raising money John"
X Link 2025-01-13T22:31Z [----] followers, [----] engagements
"300k pounds YTD of supply disrupted due to Inkai's ongoing outage. #uranium market is acting like 6% of global supply being offline with no estimate for its return is meaningless"
X Link 2025-01-14T00:49Z [----] followers, [----] engagements
"If your assets were depleting ahead of schedule and you didn't want to be thrown in the Gulag would you say "going forward we will prefer value over quantity" $KAP to reduce #uranium guidance again. Remember what happened last year Jan 7th anyone"
X Link 2025-01-16T21:08Z [----] followers, [----] engagements
"Electricity prices will go up. They will build #nuclear power plants. This is a huge future tailwind for investing in #uranium. @uraniuminsider the parabolic growth is coming. The [--] trillion dollars worth of GPUs running and eating energy I promised is not if it's when. Announcing The Stargate Project The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure Announcing The Stargate Project The Stargate"
X Link 2025-01-21T22:56Z [----] followers, 13.9K engagements
"I haven't lost faith in #uranium. I modeled the supply deficit myself and refined the numbers in collaboration with @mountaingoat672. Unless we're literally idiots (unlikely given my past performance but who knows) there is a supply deficit and this is a Buffet buy fear moment. Added [----] shares of $DNN $DML.TO future 5mil pounds/yr producer with costs $30/lb. I don't get the plummet. #uranium Will buy more if it gets lower too. I can wait till 2027/2028. Added [----] shares of $DNN $DML.TO future 5mil pounds/yr producer with costs $30/lb. I don't get the plummet. #uranium Will buy more if it"
X Link 2025-02-22T15:49Z [----] followers, 11.1K engagements
"Breaking: Russia's largest #uranium mine floods knocking out more than 1mil but less than 2.5mil pounds/yr of uranium production. This is a very bearish event. Less uranium for sale means people will pay less for it. right"
X Link 2025-02-27T21:04Z [----] followers, [----] engagements
"If the market takes this news to mean that $NXE is delayed until [----] this is the cigar lake flood moment of this cycle. Without $NXE producing in [----] or [----] there is no year with a #uranium supply surplus and the perpetual deficit just continues. I can tell you with a straight face that many utilities when prompted about their concern (or lack thereof) about a future uranium shortage believe one of two things: eventually SPUT lbs. will shake out or; Arrow will be producing almost 30mlbs./yr. [--] years from now. Short π§΅ I can tell you with a straight face that many utilities when prompted"
X Link 2025-03-01T20:28Z [----] followers, 19K engagements
"enCore energy would have to completely mess up for the current price action to be forward looking. This is fear and I'm a buyer $EU.V. They have 340k pounds on hand and were guided to produce 1mil pounds this year; could miss by 26% and still keep inventories flat. #uranium $EU"
X Link 2025-03-03T18:26Z [----] followers, [----] engagements
"Just bought a ton of $EU.V. They're figuring they're shit out and are priced like they'll never figure it out. #uranium enCore Energy Expands Uranium Extraction Capacity at Alta Mesa; Accelerated Wellfield Development Underway $EU.V https://t.co/MXJAED2grO enCore Energy Expands Uranium Extraction Capacity at Alta Mesa; Accelerated Wellfield Development Underway $EU.V https://t.co/MXJAED2grO"
X Link 2025-03-13T15:12Z [----] followers, [----] engagements
"I've been actively adding to $DNN lately. There's no stock I'd rather own compared to a future mass producer of a commodity where the macro is that the commodity will remain in a deficit even during a global recession. Seriously wtf else is safe to own with global trade wars Added Denison Mines $dnn at $1.28 today. #uranium Added Denison Mines $dnn at $1.28 today. #uranium"
X Link 2025-04-03T00:16Z [----] followers, [----] engagements
"A thread worth readingπ§΅ $MOLY.TO $MOLY.NE $MOLY There's a reason people say "A mine is a hole in the ground with a liar on top" - Mark Twain. Whether misattributed or truly spoken by Mark we don't know. But we can look at CEOs of mining companies and find out wtf is going on"
X Link 2025-07-23T17:12Z [----] followers, 20K engagements
"$APM.TO $ANPMF just posted quite literally the best quarter I've ever seen from a miner. 1) beat high-end guidance on gold 2) bought back shares via NCIB 3) bought back shares by. settling RSUs in cash instead of diluting shareholders (never seen this before) #gold #silver Blowout earnings. π Atrium had them down for Net Income ($M) $9.3 Clocked in around 100% higher than expectations. I forget what SCP Equity had for them but it's below this. Passing the moon and heading for Mars $APM.TO $ANPMF LET'S F***ING GO https://t.co/EONHTp2R9O Blowout earnings. π Atrium had them down for Net Income"
X Link 2025-08-12T23:59Z [----] followers, 25.7K engagements
"Don't grift or you'll trigger an autist. Trigger the wrong one & they'll read every publicly available document on your company in a single weekend. They will triangulate the coordinates of every shit stain & bad smell in SEDI & balance sheets---right down to the very last one"
X Link 2025-08-24T23:51Z [----] followers, 10.5K engagements
"Yeah buying sh*t worked out real well for everyone in #uranium didn't it boys Where $CCJ $CCO is quite literally the sector leader. Never buy garbage. If the bull market turns around you go bankrupt. Buy quality and wait. If the bull keeps going you'll still get a 5-10x. Honest advice: Sell the large cap miners like Santacruz or Andean and pile into the nanos and small caps. We are about to enter the explosive phase where market cap matters to move a stock. The smaller the cap the higher your performance going forward. The time for quality to Honest advice: Sell the large cap miners like"
X Link 2025-08-27T16:50Z [----] followers, [----] engagements
"There's a war going on in #silver between two big boys. Check out the volatility on each 5minute candle. Someone really wants it down but it gets bidded back up every time"
X Link 2025-09-12T19:13Z [----] followers, 94.6K engagements
"@toiletkingcap He said they had over [--] of each type of bullion delivered yesterday. 25x1oz coins 1x10oz coins 1x10oz bars 1x100oz bars They seem to get weekly deliveries so each Quebec Costco is draining 3725oz per week into Canadian retail hands. sells other types http://Costco.ca http://Costco.ca"
X Link 2025-10-04T15:59Z [----] followers, 11.4K engagements
"A twitter troll Account with fck you money told all of you his thesis. No one listened. He is about to have a lot more fck you money. Tl;Dr: 155mil USD cash on hand. 200mil FCF/yr. 57.5k gold oz/yr. 5mil silver oz/yr. 700mil USD market cap. Yes. 700mil USD $APM.TO $ANPMF BOLIVIAN SILVER WILL MAKE ME AN ASCENDED TOILET BOLIVIAN SILVER WILL MAKE ME AN ASCENDED TOILET"
X Link 2025-10-13T06:44Z [----] followers, 18.5K engagements
"It's just been pointed out to me that with $51 silver $APM.TO $ANPMF will make more FCF just from the silver asset in Q4 than they will have made FCF from gold+silver combined in Q3. So yep still trading for pennies on the dollar A twitter troll Account with fck you money told all of you his thesis. No one listened. He is about to have a lot more fck you money. Tl;Dr: 155mil USD cash on hand. 200mil FCF/yr. 57.5k gold oz/yr. 5mil silver oz/yr. 700mil USD market cap. Yes. 700mil USD $APM.TO $ANPMF https://t.co/PciUBmEUwI A twitter troll Account with f*ck you money told all of you his thesis."
X Link 2025-10-13T18:45Z [----] followers, [----] engagements
"Did someone just short sell 4mil oz of silver in the last hour Tf That's the production of a top [--] in the world mine for the entire year What kind of madman shorts that hard"
X Link 2025-10-14T06:17Z [----] followers, 77.2K engagements
"Wondering which silver miners are still undervalued Use EV/FCF (lower is better) which estimates risk using cash in bank & debt (liabilities) compared to the rate of profit generation. Any questions $APM.TO $ANPMF is best vs $GSVR.V $IPT.V $SM.V $AG $ASM.TO $PAAS $AMRK $SILJ"
X Link 2025-10-14T15:20Z [----] followers, 47K engagements
"In the most obvious manipulation ever gold and silver start rebounding as China hits the bid calling the bluff of the Western empire manipulators. I may have contributed as I bought 700oz silver since Friday 11am"
X Link 2025-10-19T22:58Z [----] followers, [----] engagements
"The world's most undervalued gold and silver miner just got politically derisked. The leftists are out. Time to capitalism friendly centrists to run the show. https://www.reuters.com/world/americas/bolivia-votes-runoff-election-marking-pro-market-shift-us-embrace-2025-10-19/ Wondering which silver miners are still undervalued Use EV/FCF (lower is better) which estimates risk using cash in bank & debt (liabilities) compared to the rate of profit generation. Any questions $APM.TO $ANPMF is best vs $GSVR.V $IPT.V $SM.V $AG $ASM.TO $PAAS $AMRK $SILJ https://t.co/X0oadGlRWG"
X Link 2025-10-20T07:02Z [----] followers, 24.8K engagements
"No one and I mean no one could've seen this coming. Glad I added 11.5k shares on Friday. The world's most undervalued gold and silver miner just got politically derisked. The leftists are out. Time to capitalism friendly centrists to run the show. https://t.co/PLDjDetcur The world's most undervalued gold and silver miner just got politically derisked. The leftists are out. Time to capitalism friendly centrists to run the show. https://t.co/PLDjDetcur"
X Link 2025-10-20T15:40Z [----] followers, 16.5K engagements
"I just bought 10kg physical silver. Why You see how silver puked on high volume (big bars) That's bc ppl decided to sell lots of paper contracts in a short period of time. Who other than someone doing price manipulation would sell everything at once instead of slowly selling"
X Link 2025-10-21T19:36Z [----] followers, 18.7K engagements
"I found out why $APM.TO $ANPMF hasn't gone up despite gold being up 11% and silver being up 18% in a month. Someone has shorted 1.3mil shares. Who did I piss off Going to look forward to cleaning you of everything on this one π A π§΅about why I'm buying $APM now:"
X Link 2025-10-22T17:31Z [----] followers, [----] engagements
"Well I had pulled a 100k loan to buy physical silver but now I have to redirect it into my favourite stock because some r*tards are shorting it. You will not short my shit and live to tell the tale podshop"
X Link 2025-10-22T18:15Z [----] followers, 15.7K engagements
"Last chance to open a long position in $APM.TO $ANPMF is tomorrow before 4pm. They'll crush earnings and the market will realize they're going to be the most profitable gold and silver jr in [----] and beyond. The fundamental picture will change again. Wondering which silver miners are still undervalued Use EV/FCF (lower is better) which estimates risk using cash in bank & debt (liabilities) compared to the rate of profit generation. Any questions $APM.TO $ANPMF is best vs $GSVR.V $IPT.V $SM.V $AG $ASM.TO $PAAS $AMRK $SILJ https://t.co/X0oadGlRWG Wondering which silver miners are still"
X Link 2025-11-10T21:52Z [----] followers, 24.3K engagements
"THIS IS THE MOST IVE EVER BEEN WRONG ON EARNINGS I APOLOGIZE FULLY THE BEST BEAT IVE EVER SEEN HOW DO YOU BEAT ON COSTS BY 20% HOW DO YOU BEAT ON COSTS BY 20%"
X Link 2025-11-11T23:59Z [----] followers, 11.7K engagements
"Unbelievable earnings beat by $APM.TO $ANPMF Analyst estimates were 12-14 cents CAD per share. We got [----] USD. A 350% beat on analyst expectations. AISC dropped by 20%. I was expecting [--] cents USD net income so I was also significantly wrong. Best silver & gold jr Last chance to open a long position in $APM.TO $ANPMF is tomorrow before 4pm. They'll crush earnings and the market will realize they're going to be the most profitable gold and silver jr in [----] and beyond. The fundamental picture will change again. Last chance to open a long position in $APM.TO $ANPMF is tomorrow before 4pm."
X Link 2025-11-12T00:22Z [----] followers, 43K engagements
"I've finally gone short NASDAQ. The top is in. The reverse Calvin trade has never failed. When he mortgaged his home to short $SBSW I went all in. Made millions. I've decided that the bulls are right in this market can't go down Buying long-dated NASDAQ calls to juice the inevitable returns I've decided that the bulls are right in this market can't go down Buying long-dated NASDAQ calls to juice the inevitable returns"
X Link 2025-11-14T17:20Z [----] followers, 15.1K engagements
"Any CEO that tweets like this is so obviously a grifter. Fucking go work and execute if you even know how to work instead of tweeting grifty shit all day. Glad I trusted my gut and dumped $LODE at a nice profit for $APM.TO last year. I screenshotted this in case he deleted it btw. This is why you want to own stocks like $PGDC.V quietly executing no advertising at all just building. And no dilution just hard work. $LODE Production coming on line / funded #urbanmining #silver #comstock $LODE Production coming on line / funded #urbanmining #silver #comstock"
X Link 2026-01-29T11:32Z [----] followers, 10.5K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::GavMcCracken