# ![@GringoInvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1292939126430240769.png) @GringoInvesting Gringo Investments

Gringo Investments posts on X about gas, $ng, $btu, to the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1292939126430240769/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292939126430240769/c:line/m:interactions.svg)

- [--] Week [------] -23%
- [--] Month [-------] +117%
- [--] Months [-------] +203%
- [--] Year [-------] +29%

### Mentions: [--] [#](/creator/twitter::1292939126430240769/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292939126430240769/c:line/m:posts_active.svg)

- [--] Month [--] -76%
- [--] Months [---] +45%
- [--] Year [---] +3.90%

### Followers: [-----] [#](/creator/twitter::1292939126430240769/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292939126430240769/c:line/m:followers.svg)

- [--] Week [-----] +0.32%
- [--] Month [-----] +4.30%
- [--] Months [-----] +14%
- [--] Year [-----] +29%

### CreatorRank: [-------] [#](/creator/twitter::1292939126430240769/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1292939126430240769/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  19.09% [countries](/list/countries)  14.55% [stocks](/list/stocks)  14.55% [technology brands](/list/technology-brands)  5.45% [cryptocurrencies](/list/cryptocurrencies)  3.64% [celebrities](/list/celebrities)  2.73% [musicians](/list/musicians)  2.73% [social networks](/list/social-networks)  1.82% [travel destinations](/list/travel-destinations)  1.82% [products](/list/products)  0.91%

**Social topic influence**
[gas](/topic/gas) #831, [$ng](/topic/$ng) 7.27%, [$btu](/topic/$btu) 6.36%, [to the](/topic/to-the) 5.45%, [$cl](/topic/$cl) 5.45%, [in the](/topic/in-the) 3.64%, [bullish](/topic/bullish) 3.64%, [$xop](/topic/$xop) 3.64%, [china](/topic/china) 3.64%, [stocks](/topic/stocks) 2.73%

**Top accounts mentioned or mentioned by**
[@agupta](/creator/undefined) [@wanderbuns](/creator/undefined) [@djkgamc](/creator/undefined) [@energyrealist25](/creator/undefined) [@mscotts1969](/creator/undefined) [@keenanpeachy](/creator/undefined) [@acdkiran](/creator/undefined) [@sidprabhu](/creator/undefined) [@joepompliano](/creator/undefined) [@jtht222](/creator/undefined) [@baldingsworld](/creator/undefined) [@benbajarin](/creator/undefined) [@southernvalue95](/creator/undefined) [@thedave2006](/creator/undefined) [@bergmilton](/creator/undefined) [@kenwday](/creator/undefined) [@micharinaldi](/creator/undefined) [@eking58294](/creator/undefined) [@cryptogeorgist](/creator/undefined) [@basedtorba](/creator/undefined)

**Top assets mentioned**
[NovaGold Resources Inc. (NG)](/topic/$ng) [Peabody Energy Corporation (BTU)](/topic/$btu) [Colgate-Palmolive Company (CL)](/topic/$cl) [Coursera, Inc. (COUR)](/topic/$cour) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/bitcoin) [Saber (SBR)](/topic/$sbr) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Baker Hughes Co (BKR)](/topic/$bkr) [Cryptonex (CNX)](/topic/$cnx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Anyone Anyone listen to the $BTU call this morning Anyone listen to the $BTU call this morning"  
[X Link](https://x.com/anyuser/status/2019499357217911249)  2026-02-05T19:52Z [----] followers, [---] engagements


"Was Bruce Morelan the only thing holding coal twitter together or is sentiment just down because it's crickets out there today. Anyone listen to the $BTU call this morning Anyone listen to the $BTU call this morning"  
[X Link](https://x.com/anyuser/status/2019557122766446806)  2026-02-05T23:41Z [----] followers, [---] engagements


"I'm not in the recession camp but market technicals aren't great. I'm wondering if it leads to something like [----] like volatility which occurred despite robust economic growth. I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1). I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1)"  
[X Link](https://x.com/anyuser/status/2019634773900279936)  2026-02-06T04:50Z [----] followers, [---] engagements


"I got World Cup ⚽ tickets for my team and FIFA wants to charge me for every potential playoff game up front 🤔 #FIFAWorldCup"  
[X Link](https://x.com/anyuser/status/2020232623579414826)  2026-02-07T20:26Z [----] followers, [----] engagements


"Checking in on the LNG Glut: Qatar Pushes Start of Its Massive LNG Expansion to End-2026 The project could even slip into [----] one of the people said https://t.co/qNpXmGY9VF Qatar Pushes Start of Its Massive LNG Expansion to End-2026 The project could even slip into [----] one of the people said https://t.co/qNpXmGY9VF"  
[X Link](https://x.com/anyuser/status/2021012741348270585)  2026-02-10T00:06Z [----] followers, [----] engagements


"Milt with Jack is always a must listen 💪 OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P [---] Bitcoin Software + Korean stocks & more Apple🔊https://t.co/bNqmCOVqMV Spotify📽https://t.co/mnN6Dn02hi 1/3 https://t.co/U3F0Pxojhy OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P [---] Bitcoin Software + Korean stocks & more Apple🔊https://t.co/bNqmCOVqMV Spotify📽https://t.co/mnN6Dn02hi 1/3 https://t.co/U3F0Pxojhy"  
[X Link](https://x.com/anyuser/status/2021329602619281682)  2026-02-10T21:05Z [----] followers, [---] engagements


"Remember how cars/calculators/saas/etc killed the economy"  
[X Link](https://x.com/anyuser/status/2022374397043183647)  2026-02-13T18:16Z [----] followers, [---] engagements


"Shit. Two more Haynesville rigs. US oil rigs [---] WoW to [---] US gas rigs +3 WoW to [---] on 02/13. US oil rigs now -15.3% or [---] rigs vs Apr [--] US gas rigs now +34.3% or +34 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/13: [---] [---] 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: https://t.co/l7hmJIiJs7 US oil rigs [---] WoW to [---] US gas rigs +3 WoW to [---] on 02/13. US oil rigs now -15.3% or [---] rigs vs Apr [--] US gas rigs now +34.3% or +34 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/13: [---] [---] 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] 122"  
[X Link](https://x.com/anyuser/status/2022381589494468980)  2026-02-13T18:45Z [----] followers, [----] engagements


"RT @kenwday: Update on my prediction from Feb [----] that by 1Q26 Waynesville costs would be [----] $/ft. WELL I was wrong. Latest quarter"  
[X Link](https://x.com/anyuser/status/2022504987197346273)  2026-02-14T02:55Z [----] followers, [--] engagements


"🤔 Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB"  
[X Link](https://x.com/anyuser/status/2022509529548869678)  2026-02-14T03:13Z [----] followers, [---] engagements


"People might be wondering why I'm not posting much about $NG during the run-up to this cold front. It's because I'm not a JINX-AHOLIC like so many other people on this site. To paraphrase the great Sydney Sweeney when it's Jinx-proof you'll hear from me"  
[X Link](https://x.com/GringoInvesting/status/2015485297535189189)  2026-01-25T18:01Z [----] followers, [----] engagements


"I've noticed a shift in the $NG natural gas narrative lately. Tell me if you are seeing it too. It used to be "Haynesville would supply the next 15bcf/d of gas for any price higher than $3.50." (And I don't think I'm embellishing with the "$3.50" though I might be.) It's now "There's endless $4 gas in tertiary basins (those outside of Permian Haynesville and Appallachia)". Are the goalposts really moving or am I just an idiot (both can be true.) https://twitter.com/i/web/status/2015542811668738520 https://twitter.com/i/web/status/2015542811668738520"  
[X Link](https://x.com/GringoInvesting/status/2015542811668738520)  2026-01-25T21:50Z [----] followers, [----] engagements


"Lots of jinxing going on. $NG local top here Obviously we'll pull back with the March contract but Feb maybe topped as well"  
[X Link](https://x.com/GringoInvesting/status/2015575952072573035)  2026-01-26T00:02Z [----] followers, [----] engagements


"$CL DGAF about Venezuela. Alt title: If I tweet enough bullish oil charts can I make the price go down and get deals on some oil stocks"  
[X Link](https://x.com/GringoInvesting/status/2016242925571866864)  2026-01-27T20:12Z [----] followers, [---] engagements


"$CL Oil did dump and get to the target just barely. That may have been all she wrote. I'd say 60% odds oil $CL dumps soon takes $XOP with it. A 10% correction on $XOP would look right. Same for its producers. Don't know where oil goes but nothing bullish on any timeframe yet. https://t.co/SvEcszYhp9 I'd say 60% odds oil $CL dumps soon takes $XOP with it. A 10% correction on $XOP would look right. Same for its producers. Don't know where oil goes but nothing bullish on any timeframe yet. https://t.co/SvEcszYhp9"  
[X Link](https://x.com/GringoInvesting/status/2017633448752779731)  2026-01-31T16:17Z [----] followers, [----] engagements


"LOL Doomberg nailed the low again 🤣 $CL Oil Crude In this podcast Doomberg said he could see a future where Permian oil is just a byproduct of gas production and he could see LatAm easily bring on 10mbd of new oil production. Time to go long oil $CL In this podcast Doomberg said he could see a future where Permian oil is just a byproduct of gas production and he could see LatAm easily bring on 10mbd of new oil production. Time to go long oil $CL"  
[X Link](https://x.com/GringoInvesting/status/2017633749278802363)  2026-01-31T16:19Z [----] followers, [----] engagements


"$CL Dunno. Seems crude oil bottom is in. Why wouldn't it be Oil: so the last [--] years will have seen: ✔Huge dump of US SPR into market ✔Opec bringing all it's spare capacity to market ✔Prod peak for the marginal producer of last [--] years ✔Demand consistently outperforming estimates ✔Per/ft crude productivity peaking in every US basin Oil: so the last [--] years will have seen: ✔Huge dump of US SPR into market ✔Opec bringing all it's spare capacity to market ✔Prod peak for the marginal producer of last [--] years ✔Demand consistently outperforming estimates ✔Per/ft crude productivity peaking in"  
[X Link](https://x.com/GringoInvesting/status/2017634209347805611)  2026-01-31T16:20Z [----] followers, [----] engagements


"Was this right Crude oil bottomed less than [--] months later. $CL 🛢🛢🛢Oil Glut Thoughts🛢🛢🛢 Normally anything as consensus as the upcoming "Oil glut" would make me immediately want to fade it. However perhaps a bit of patience is required. Stock markets bottom on fear and top on complacency. The bottoms happen quickly because everyone 🛢🛢🛢Oil Glut Thoughts🛢🛢🛢 Normally anything as consensus as the upcoming "Oil glut" would make me immediately want to fade it. However perhaps a bit of patience is required. Stock markets bottom on fear and top on complacency. The bottoms happen quickly"  
[X Link](https://x.com/GringoInvesting/status/2017634584465445269)  2026-01-31T16:22Z [----] followers, [---] engagements


"If crude oil has bottomed I think China SPR buying will be price sensitive and help balance the market - initially - as the glut unwinds. $CL"  
[X Link](https://x.com/GringoInvesting/status/2017640171785814394)  2026-01-31T16:44Z [----] followers, [---] engagements


"This might be related. I'm a bit behind to roll all these up with detail so parking it here for now: https://www.datacenterdynamics.com/en/news/pennsylvania-grants-permit-for-15-natural-gas-generators-to-power-ai-data-center-in-clearfield-county/ https://www.datacenterdynamics.com/en/news/pennsylvania-grants-permit-for-15-natural-gas-generators-to-power-ai-data-center-in-clearfield-county/"  
[X Link](https://x.com/anyuser/status/2019442109900554544)  2026-02-05T16:04Z [----] followers, [---] engagements


"Seems to me like LLM are to SAAS what SAAS+Mobile were to on-prem+desktops. It's a big change. More than *just* the move to the cloud. It's still analogous though"  
[X Link](https://x.com/anyuser/status/2019629432168968565)  2026-02-06T04:29Z [----] followers, [---] engagements


"@micha_rinaldi Mudate a Haiti entonces"  
[X Link](https://x.com/GringoInvesting/status/2019639074508927425)  2026-02-06T05:07Z [----] followers, [---] engagements


"The past few years it's been said that the economy was driven by asset-price fueled consumption. If the economy is now driven by capex then could we get GDP growth without S&P growth Could S&P earnings contract with increased GDP growth All this capex is going to go to GDP. It will affect FCF immediately but only affect earnings over time. https://twitter.com/i/web/status/2019805785237463379 https://twitter.com/i/web/status/2019805785237463379"  
[X Link](https://x.com/anyuser/status/2019805785237463379)  2026-02-06T16:10Z [----] followers, [---] engagements


"Haynesville +7 rigs FML 😭 US oil rigs +1 WoW to [---] US gas rigs + WoW to [---] on 02/06. US oil rigs now -14.7% or [---] rigs vs Apr [--] US gas rigs now +31.3% or +31 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30: https://t.co/GPnfDm5zZE US oil rigs +1 WoW to [---] US gas rigs + WoW to [---] on 02/06. US oil rigs now -14.7% or [---] rigs vs Apr [--] US gas rigs now +31.3% or +31 rigs vs Apr [--]. Baker Hughes US #Oil & #NatGas rigs. 02/06: [---] [---] 01/30: [---] [---] 01/23: [---] [---] 01/16: [---] [---] 01/09: [---] [---] 12/30:"  
[X Link](https://x.com/anyuser/status/2019847346784465073)  2026-02-06T18:55Z [----] followers, [----] engagements


"@wanderbuns I'm not sure. I am going to keep an eye out. I can't imagine Japanese adding rigs like this. Can you"  
[X Link](https://x.com/GringoInvesting/status/2019859073907454199)  2026-02-06T19:41Z [----] followers, [--] engagements


"@wanderbuns @EKing58294 Would January rigs in HV impact summer I thought lead times for the pads were 10-12 months nowadays"  
[X Link](https://x.com/GringoInvesting/status/2019863693648097587)  2026-02-06T20:00Z [----] followers, [--] engagements


"@EnergyRealist25 Baker Hughes had Haynesville at +7 rigs this week consistent with the Enverus data. Any idea who added"  
[X Link](https://x.com/GringoInvesting/status/2019872869971620178)  2026-02-06T20:36Z [----] followers, [---] engagements


"@MScottS1969 @KeenanPeachy Downtown San Diego is straight up scary"  
[X Link](https://x.com/GringoInvesting/status/2019913504791118102)  2026-02-06T23:18Z [----] followers, [---] engagements


"@MScottS1969 @KeenanPeachy I remember I was visiting one of the offices downtown before Covid and was pretty shocked. San Diego used to be the jewel of Southern California"  
[X Link](https://x.com/GringoInvesting/status/2019936631458054642)  2026-02-07T00:49Z [----] followers, [--] engagements


"@agupta Hardly racist. Some cultures are better than others which is why you are in Boston not Bangalore"  
[X Link](https://x.com/GringoInvesting/status/2019983707223007527)  2026-02-07T03:56Z [----] followers, 25K engagements


"Kid America has been the innovation capital of the world for [---] years and we were most dominant in the world during a fifty year immigration moratorium. America makes immigrants great not the other way around. The fact that you don't understand that reinforces Helen's point"  
[X Link](https://x.com/GringoInvesting/status/2019994480896798864)  2026-02-07T04:39Z [----] followers, 20.6K engagements


"@AcdKiran @djkgamc @agupta Not at all. America was great before the latest wave of immigration. If anything our stature has gone down as immigration has increased. Meanwhile if all those immigrants stayed home their home countries wouldn't look much different"  
[X Link](https://x.com/GringoInvesting/status/2020003842063294543)  2026-02-07T05:17Z [----] followers, [----] engagements


"@Crypto_Georgist @BasedTorba @djkgamc @agupta Not any white culture. We came from a specific culture"  
[X Link](https://x.com/GringoInvesting/status/2020186944937058691)  2026-02-07T17:24Z [----] followers, [---] engagements


"@wanderbuns @Tigerspeck001 From what I remember as soon as Citadel bought paloma/apex they ramped to [--] rigs. Is that right So [--] -- [--] rigs"  
[X Link](https://x.com/GringoInvesting/status/2020225999523488028)  2026-02-07T19:59Z [----] followers, [--] engagements


"@sidprabhu Not the unfortunately. $NG bagholders cannot afford those ticket prices"  
[X Link](https://x.com/GringoInvesting/status/2020253246674333914)  2026-02-07T21:48Z [----] followers, [---] engagements


"No I'm not trying to establish that people "like me" won. I'm trying to establish that not all cultures are equal which is why we need to protect our culture and make sure immigrants not only respect it but assimilate into it. You apparently can't see this as anything other than personal tribal and racial. Probably because of your culture"  
[X Link](https://x.com/GringoInvesting/status/2020514516816347245)  2026-02-08T15:06Z [----] followers, [--] engagements


"@AcdKiran @JohnProctor1776 @ianmoone911 @djkgamc @agupta BTW - your feed is 100% about India. Not sure where you live or work but your mind is in Bangalore (not a pejorative - that's the city you are tweeting about the most)"  
[X Link](https://x.com/GringoInvesting/status/2020516164703535593)  2026-02-08T15:12Z [----] followers, [--] engagements


"@FightWithMemes I wonder if Woody voted for Mamdani"  
[X Link](https://x.com/GringoInvesting/status/2020523961566605800)  2026-02-08T15:43Z [----] followers, [--] engagements


"@JoePompliano not me Im not watching. First one I'll miss. Im not gonna risk exposing my kids to some guy in a dress or watch Kraft's racist ad. Go Seahawks screw Kraft"  
[X Link](https://x.com/GringoInvesting/status/2020530039092105505)  2026-02-08T16:07Z [----] followers, [----] engagements


"@investandcreate @JoePompliano im probably older than you think and I dont remember that much controversy regarding Princes performance but I think people were all a bit concerned about after the Janet Jackson "wardrobe malfunction" and rightly so"  
[X Link](https://x.com/GringoInvesting/status/2020544876765700245)  2026-02-08T17:06Z [----] followers, [---] engagements


"@sidprabhu Well if I can be honest I'm also hoping that being conversant in Soccer. err. futbol can help me and my family pass as brown when the purge comes. https://x.com/EndWokeness/status/2020327211648324001s=20 Rep. Gene Wu (D) goes mask off: "Non-whites share the same oppressor and we are the majority now. We can take over this country." https://t.co/CrxsPqlkLI https://x.com/EndWokeness/status/2020327211648324001s=20 Rep. Gene Wu (D) goes mask off: "Non-whites share the same oppressor and we are the majority now. We can take over this country." https://t.co/CrxsPqlkLI"  
[X Link](https://x.com/GringoInvesting/status/2020623543814488332)  2026-02-08T22:19Z [----] followers, [--] engagements


"@DrewPavlou I'm just trying to figure out who the future belongs to. Some dudes tell me it's Asians others Indians. Now this guy is telling me it's Latinos. All I know is it's not supposed to belong to white people. Can someone figure it out and let me know"  
[X Link](https://x.com/GringoInvesting/status/2020706198518202596)  2026-02-09T03:47Z [----] followers, 27.9K engagements


"My issue is the guy is a bisexual crossdresser who occasionally integrates those two themes into his acts. To each his own but those displays would be very inappropriate for my kids and I didn't trust him or the NFL (hello Janet Jackson wardrobe malfunction) so I chose not to watch the game at all. I wish they could have a family friendly show but maybe those times are past. Also I lived in LatAm last year and generally keep up with LatAm music. Never heard one of his songs. Wife ( who is Latin) never heard of him either. Doesn't mean he isn't popular but I think he might be more US or"  
[X Link](https://x.com/GringoInvesting/status/2020721205079310807)  2026-02-09T04:47Z [----] followers, [---] engagements


"I don't see the confusion. She's talking about the Asian approach to education and how it differs from the traditional American approach: The tiger mom at home the crying at school when they got a B on a math test the mandatory after-school tutoring the eventual cheating on tests etc. These are common esp among Chinese. (I have no Idea about Indians in this area - not sure why they get lumped in with East Asians.) https://twitter.com/i/web/status/2020999844995952804 https://twitter.com/i/web/status/2020999844995952804"  
[X Link](https://x.com/GringoInvesting/status/2020999844995952804)  2026-02-09T23:14Z [----] followers, [--] engagements


"@_Gaurav_Sinha @SuhagAShukla @TexasGOP @GOP You are in India. Probably better to let Americans flesh out their politics on their own"  
[X Link](https://x.com/GringoInvesting/status/2021020735247188376)  2026-02-10T00:37Z [----] followers, [--] engagements


"@Cernovich The rate increases are large due to over investment in renewables and renewable related regulation"  
[X Link](https://x.com/GringoInvesting/status/2021058497857847444)  2026-02-10T03:07Z [----] followers, [---] engagements


"Tony it's insane. There are a ton of people from PRC here. Most speak no English. Many came illegally via Ecuador (I know because my wife had to treat them - for free at the hospitals - they'd get dengue crossing through Panama). Maybe a million PRC in the SGV from our enemy we have no idea who they are and nobody seems to care. https://twitter.com/i/web/status/2021253364131168455 https://twitter.com/i/web/status/2021253364131168455"  
[X Link](https://x.com/GringoInvesting/status/2021253364131168455)  2026-02-10T16:02Z [----] followers, [---] engagements


"@EnergyPeddler @WAR527 CFO left recently as well. Either sketchy or the board wants to do something that the CFO/CEO aren't on board with. Maybe sale to CVX/XOM"  
[X Link](https://x.com/GringoInvesting/status/2021301624094982588)  2026-02-10T19:13Z [----] followers, [---] engagements


"@jtht222 @BaldingsWorld Jennifer which areas are Taiwanese and which are PRC Arcadia seems PRC. You are saying MP is more taiwanese I see something like falun gong at the park in temple city off Las Tunas pretty often"  
[X Link](https://x.com/GringoInvesting/status/2021373999230644301)  2026-02-11T00:01Z [----] followers, [--] engagements


"I am nuanced Plenty of good trustworthy Russian/Soviet Bloc people would have wanted to get out of the USSR and come to the USA in the 50s/60s. But we would not have let them come like this. Illegally across the border filling whole towns living without any English. We were very very careful with the small number of soviet bloc defectors that made it here and kept a close eye on them. https://twitter.com/i/web/status/2021399165797105810 https://twitter.com/i/web/status/2021399165797105810"  
[X Link](https://x.com/GringoInvesting/status/2021399165797105810)  2026-02-11T01:41Z [----] followers, [--] engagements


"@hyperlambda @BillAckman @houmanhemmati No way women here have gone way downhill. Only a few pockets of good looking women nowadays"  
[X Link](https://x.com/GringoInvesting/status/2021582882351784272)  2026-02-11T13:51Z [----] followers, [--] engagements


"@EnerGeoPolitics @jtht222 @BaldingsWorld Is Taiwanese food any better than Chinese I consider myself pretty adventurous but I survived Beijing on McDonald's and can't ever fill up on Dim Sum"  
[X Link](https://x.com/GringoInvesting/status/2021606032506565012)  2026-02-11T15:23Z [----] followers, [--] engagements


"@NVPORTUGAL @luusssso OK great to know I was never sure where the inspiration came from. Obviously it makes sense that Brazil borrowed these from Portugal"  
[X Link](https://x.com/GringoInvesting/status/2021981155441217891)  2026-02-12T16:14Z [----] followers, [--] engagements


"@rleewilson21 On the Passport app Yes. You program your license plate and credit card once and use it over and over. It also saves you money because you can underestimate the length of time you need with no penalty"  
[X Link](https://x.com/GringoInvesting/status/2022083559318859910)  2026-02-12T23:01Z [----] followers, [--] engagements


"Anyone else into the oil royalty plays You can avoid all the drama around hedging acquisitions poorly timed buybacks - plus there's a couple like $SBR and $DMLP that are debt free so you know you'll make it through a cycle. Curious what others think here. $VNOM"  
[X Link](https://x.com/GringoInvesting/status/1997406500617330848)  2025-12-06T20:43Z [----] followers, [----] engagements


"$BKR going to double gas turbine production over the next year investing $330M in its Italian manufacturing facilities 👀"  
[X Link](https://x.com/GringoInvesting/status/2015935954339672477)  2026-01-26T23:52Z [----] followers, [----] engagements


"@EnergyRealist25 Thanks. Someone said this was Paloma/apex in Haynesville that's run by Citadel. $CNX is app so wouldn't impact Haynesville"  
[X Link](https://x.com/GringoInvesting/status/2021256112696439074)  2026-02-10T16:13Z [----] followers, [--] engagements


"$NG down almost 50% today. Sell all your NG things"  
[X Link](https://x.com/GringoInvesting/status/2016582613595803955)  2026-01-28T18:42Z [----] followers, [----] engagements


"Anyone listen to the $BTU call this morning"  
[X Link](https://x.com/anyuser/status/2019472603984077302)  2026-02-05T18:06Z [----] followers, [----] engagements


"@BenBajarin Wasn't that true for on-prem as well Not many companies running Peoplesoft anymore"  
[X Link](https://x.com/GringoInvesting/status/2022729554994053232)  2026-02-14T17:48Z [----] followers, [--] engagements


"From my perspective BESS+Solar makes zero sense from DC's because there are going to be so many days in winter that you need to run on 90% gas that you effectively need to invest for full capex regardless. Bigger impact for BESS+Solar would be to help with peak loads (from AC) during summer. That's where it should go. https://twitter.com/i/web/status/2022761265815523443 https://twitter.com/i/web/status/2022761265815523443"  
[X Link](https://x.com/GringoInvesting/status/2022761265815523443)  2026-02-14T19:54Z [----] followers, [--] engagements


"@SouthernValue95 $COUR is getting hit because of fears that ai will replace its courses. It's buying a competitor Udemy. Quite cheap with a lot of cash and still growing. Can fund buybacks when acquisition closes"  
[X Link](https://x.com/GringoInvesting/status/2022707659716333684)  2026-02-14T16:21Z [----] followers, [---] engagements


"Most of the replies are $PLTR bulls hating on Burry. 🤔 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few https://t.co/PZ0S1FNroB 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked"  
[X Link](https://x.com/anyuser/status/2021968436587639199)  2026-02-12T15:23Z [----] followers, [---] engagements


"@SteveRattner @Morning_Joe No America is great because of Americans and their cumulative acheivements that have led us to this point. Immigrants want to come to this country because they would never reach the same level of success in their home countries"  
[X Link](https://x.com/GringoInvesting/status/2022334213681451492)  2026-02-13T15:37Z [----] followers, [----] engagements


"@wtkthecontrari1 $ICLR"  
[X Link](https://x.com/GringoInvesting/status/2022346335278756161)  2026-02-13T16:25Z [----] followers, [---] engagements


"Revisiting these. Short interest finally coming down albeit slowly. A long way to go. $XLE $XOP $OIH Interesting. Short interest in Energy ETFs $XLE $XOP $OIH all at decade highs. https://t.co/BwZ0cU9R4V Interesting. Short interest in Energy ETFs $XLE $XOP $OIH all at decade highs. https://t.co/BwZ0cU9R4V"  
[X Link](https://x.com/anyuser/status/2022385617255231543)  2026-02-13T19:01Z [----] followers, [---] engagements


"@firstadopter @BenBajarin That's [--] bcf of gas assuming you can get CC turbines and 40% annual from solar. I dont think thats gonna happen"  
[X Link](https://x.com/GringoInvesting/status/2022491752318574947)  2026-02-14T02:03Z [----] followers, [----] engagements


"I do not have a position nor strong POV but I want to point out it was only a few years ago that $PLTR was universally acknowledged as a services company. They now have a SAAS offering but have not broken out recurring revenue from services. There is probably a reason for that. https://twitter.com/i/web/status/2022389502392844363 https://twitter.com/i/web/status/2022389502392844363"  
[X Link](https://x.com/GringoInvesting/status/2022389502392844363)  2026-02-13T19:16Z [----] followers, [----] engagements


"@SouthernValue95 $COUR worth looking at. I'm on my phone will share more when on laptop"  
[X Link](https://x.com/GringoInvesting/status/2022701965621244382)  2026-02-14T15:58Z [----] followers, [---] engagements


"@hkuppy 80% of the world shares health records over Whatsapp and I find that preferable to the monstrosity of regulations here in the states. These regulations are one of our biggest barriers to healthcare innovation"  
[X Link](https://x.com/GringoInvesting/status/2022725013175177488)  2026-02-14T17:29Z [----] followers, [---] engagements


"It's pretty simple really. It's easy to have cultural affinity to Mexico as an American since we are so exposed to it (and vice versa). It's also a very nice place to vacation due to the variety and the contrast with the USA. With your name and skin tone you'd also fit in. Now gG there and try to do anything non-leisure like buy/register a car lease an apartment conduct business (especially as an employee in a hierarchical organization) and you will see that the cultures are actually very different. Different expectations levels of trust conscientiousness etc. Go to the UK/Ireland and you may"  
[X Link](https://x.com/GringoInvesting/status/2022827924068667821)  2026-02-15T00:18Z [----] followers, [---] engagements


"I think the federal government has a responsibility to arrest and deport criminal illegal aliens (a responsibility it has abdicated for far too long) and Americans should not arm themselves and physically interfere with the government carrying out its duty. Were I to arm myself and physically interfere with law enforcement then resist arrest while armed I would assume a high probability that I would got shot in the process - and justifiably. https://twitter.com/i/web/status/2015461670840414451 https://twitter.com/i/web/status/2015461670840414451"  
[X Link](https://x.com/GringoInvesting/status/2015461670840414451)  2026-01-25T16:28Z [----] followers, [---] engagements


"@RealHousewifeMi So you are very wrong. It is about immigration and Texas California Florida and NY are where most of the apprehensions are happening. A better question is why only Minnesota is interfering with law enforcement to this extent https://x.com/Geiger_Capital/status/2015313021208330636s=20 The VP is correct Texas Florida Georgia Tennessee Virginia Arizona etc have had more ICE arrests than Minnesota but they cooperate with federal law. Their officials dont urge the public to resist. https://t.co/UZXCQZaIYC https://x.com/Geiger_Capital/status/2015313021208330636s=20 The VP is"  
[X Link](https://x.com/GringoInvesting/status/2015463047851360728)  2026-01-25T16:33Z [----] followers, [----] engagements


"@AnalysisOp @CapitanBitcoin Im always very mixed up with the spelling because I used to spell Texas "Tejas" in Spanish and my Mexican friends always corrected me"  
[X Link](https://x.com/GringoInvesting/status/2015536939584422056)  2026-01-25T21:27Z [----] followers, [--] engagements


"@prpl8 What happened 1995-2000"  
[X Link](https://x.com/GringoInvesting/status/2015882710028615963)  2026-01-26T20:21Z [----] followers, [---] engagements


"I'm about halfway through this podcast on China. Interesting perhaps more succinct expression of Michael Pettis' view on China's current situation. OUT NOW: Barry Naughton renowned scholar on Chinese economy on: - China's debt and fiscal crisis - Chronic and Severe Deflation - Industrial Policy [---] Is Here - Reading tea leaves for [----] & beyond Apple https://t.co/NJX6BbAAZk Spotify https://t.co/fHuhhbnePA https://t.co/MBlnDtrqoL OUT NOW: Barry Naughton renowned scholar on Chinese economy on: - China's debt and fiscal crisis - Chronic and Severe Deflation - Industrial Policy [---] Is Here -"  
[X Link](https://x.com/GringoInvesting/status/2015892428562300983)  2026-01-26T20:59Z [----] followers, [---] engagements


"Scott Sheffield (former Pioneer Resources CEO) on CNBC today: "People don't about the fact that we're running out of Inventory" "$50 (oil) isn't going to work" https://www.youtube.com/watchv=JDsAb3Ebo3U&list=WL&index=7&ab_channel=CNBCTelevision https://www.youtube.com/watchv=JDsAb3Ebo3U&list=WL&index=7&ab_channel=CNBCTelevision"  
[X Link](https://x.com/GringoInvesting/status/1899566126985883852)  2025-03-11T21:00Z [----] followers, 19.9K engagements


"I remember hearing this about $xom $pxd. incredibly funny to see someone make a comment that Exxon is making fracking way more efficient go talk to pioneer engineers and they cannot believe how inefficient and costly Exxon's D&C program is incredibly funny to see someone make a comment that Exxon is making fracking way more efficient go talk to pioneer engineers and they cannot believe how inefficient and costly Exxon's D&C program is"  
[X Link](https://x.com/GringoInvesting/status/1980050398993137882)  2025-10-19T23:16Z [----] followers, [----] engagements


"@TeddyGambino Isn't Chord already there Why wouldn't they be a buyer"  
[X Link](https://x.com/GringoInvesting/status/2000669604138639519)  2025-12-15T20:49Z [----] followers, [---] engagements


"👀 This is Saturday morning's forecast and Feb $NG was a half cent away from a $2 handle this week"  
[X Link](https://x.com/GringoInvesting/status/2012557546406752526)  2026-01-17T16:08Z [----] followers, [----] engagements


"They aren't seig heiling. At least Fuentes isn't. That is just stupid ways people "dance" at clubs. Personally I will be disappointed if my kids listen to American hip hop at all. I'm increasingly convinced all these rappers are gay/bi. You ever see photos or video of tupac from his juilliard days https://twitter.com/i/web/status/2012938547578515603 https://twitter.com/i/web/status/2012938547578515603"  
[X Link](https://x.com/GringoInvesting/status/2012938547578515603)  2026-01-18T17:22Z [----] followers, [---] engagements


"@LemusRaza That's funny and true. Last time I heard the "N" bomb in public it was a couple of Chicanos in San Antonio making fun of Katrina refugees"  
[X Link](https://x.com/GringoInvesting/status/2015933506204139630)  2026-01-26T23:42Z [----] followers, [----] engagements


"@RyanGirdusky You think Dems will run a census where this happens They will cheat"  
[X Link](https://x.com/GringoInvesting/status/2016212439453598180)  2026-01-27T18:11Z [----] followers, [---] engagements


"@nnnnicholas @uncertainvector It's 100% happened to me on an iPhone / MacBook stack"  
[X Link](https://x.com/GringoInvesting/status/2016371364710760859)  2026-01-28T04:42Z [----] followers, [--] engagements


"@BowTiedPassport Are any of those towns worth visiting for reasons other than the fair chicas I spent a lot of time in GDL and PV but never made it to los altos. Was always curious"  
[X Link](https://x.com/GringoInvesting/status/2016376275573866885)  2026-01-28T05:02Z [----] followers, [----] engagements


"@KTLA Now I know where to hide my bodies and murder weapons"  
[X Link](https://x.com/GringoInvesting/status/2016725579807293463)  2026-01-29T04:10Z [----] followers, [---] engagements


"@JeremiahDJohns People vote Democrat because they can still live that way there. Remember how Martha's Vineyard shipped out all of the Florida illegals less than [--] hours after they arrived That's what MAGA wants"  
[X Link](https://x.com/GringoInvesting/status/2016911198101672159)  2026-01-29T16:27Z [----] followers, [---] engagements


"@calvinfroedge He was involved in tax evasion (and related shenanigans like helping hide assets from the spouses of clients) and supplied intel to CIA/Mossad which allowed him to operate and further explore his deviancies without repercussions"  
[X Link](https://x.com/GringoInvesting/status/2017289343304667461)  2026-01-30T17:30Z [----] followers, [----] engagements


"@NICKRADICAL4 @fear_munger @Josh_Young_1 Nice blast from the past. It's funny how JY has a problem with "problematic" energy stocks but then plows $$$ into stocks like $RZE"  
[X Link](https://x.com/GringoInvesting/status/1631447137962565634)  2023-03-03T00:11Z [----] followers, [---] engagements


"Hey @michaeljburry right sector but wrong stock. $CRTA is a dog with awful NG reserves and will massively underperform. Hit me up if you wanna know more. Sincerely El Gringo Burry betting big on Natural Gas In his last 13F filing he disclosed a new $3.6M buy in Coterra Energy $CRTA A cf dividend & reserves king it could be setting itself up perfectly in todays market Its up 3% today & 8% since he disclosed Here's his potential bullish thesis🫡 Burry betting big on Natural Gas In his last 13F filing he disclosed a new $3.6M buy in Coterra Energy $CRTA A cf dividend & reserves king it could be"  
[X Link](https://x.com/GringoInvesting/status/1687497414620729344)  2023-08-04T16:15Z [----] followers, [----] engagements


"Interesting. Short interest in Energy ETFs $XLE $XOP $OIH all at decade highs. There are actually [--] rugs that could get pulled and its kind of interesting that the smart cynics are sure the oil bulls are the ones in danger and not the oil bears despite shorting of oil/energy being at multiyear high. https://t.co/bfLFGlKZRI There are actually [--] rugs that could get pulled and its kind of interesting that the smart cynics are sure the oil bulls are the ones in danger and not the oil bears despite shorting of oil/energy being at multiyear high. https://t.co/bfLFGlKZRI"  
[X Link](https://x.com/anyuser/status/1990095874975047796)  2025-11-16T16:33Z [----] followers, 21.7K engagements


"Latest BofA survey: Energy hit rock bottom. but at least it quit digging. $XLE $XOP $OIH"  
[X Link](https://x.com/GringoInvesting/status/1990888526569750831)  2025-11-18T21:03Z [----] followers, [----] engagements


"It's interesting that every 25% $NG spike has preceded a cyclical bull. Natural Gas is up +27% today one of the largest 1-day spikes in history Similar historical spikes saw Natural Gas lower each time [--] days later https://t.co/PWHlxMP2vR Natural Gas is up +27% today one of the largest 1-day spikes in history Similar historical spikes saw Natural Gas lower each time [--] days later https://t.co/PWHlxMP2vR"  
[X Link](https://x.com/GringoInvesting/status/2013642021878034772)  2026-01-20T15:57Z [----] followers, 13.3K engagements


"@TotemMacro Our founders and forefathers would not have bothered with deportation. They would have publicly executed the first illegal foreigner that committed rape or murder (just like they did to the Indians on many occasions.)"  
[X Link](https://x.com/GringoInvesting/status/2015464690131116214)  2026-01-25T16:40Z [----] followers, [---] engagements


"@Zaoist4 I think the Armenians do a lot of fraud but they are not where I'd start here in LA or CA in general. Besides they are nice people that have a good reason for immigrating here. Glendale is nice too it's not a dump like so many other cities. No reason to go after them"  
[X Link](https://x.com/GringoInvesting/status/2016539078666371359)  2026-01-28T15:49Z [----] followers, [----] engagements


"@peterschweizer Holy crap you are right"  
[X Link](https://x.com/GringoInvesting/status/2018355928173883461)  2026-02-02T16:08Z [----] followers, 12.4K engagements


"@UnintendedCons5 Diamond Princess was the cleanest data set. One review of that adjust for demographics and picture was pretty clear"  
[X Link](https://x.com/GringoInvesting/status/2018382802891559240)  2026-02-02T17:55Z [----] followers, [---] engagements


"Moar gas turbine manufacturing capacity. This time from Siemens. More support for the bullish demand call for #NatGas in the US is Siemens $1b investment to scale up its U.S. production for grid and gas turbine equipment to support strong growth in the U.S. market. Reality is that they have huge backlog of orders for gas turines. 👇are https://t.co/Ba00uNXMPO More support for the bullish demand call for #NatGas in the US is Siemens $1b investment to scale up its U.S. production for grid and gas turbine equipment to support strong growth in the U.S. market. Reality is that they have huge"  
[X Link](https://x.com/GringoInvesting/status/2018751401376268433)  2026-02-03T18:20Z [----] followers, [----] engagements


"If anyone could vibe-code a CRM it would be OpenAI. Meanwhile they are hiring Salesforce admins $CRM 🤔"  
[X Link](https://x.com/GringoInvesting/status/2019111430386311406)  2026-02-04T18:10Z [----] followers, [---] engagements


"West Virginia data center. need to get a bit more info. @PaulSaladino7 Big news today for WV & I would assume Antero. https://t.co/kgTjdltVIX @PaulSaladino7 Big news today for WV & I would assume Antero. https://t.co/kgTjdltVIX"  
[X Link](https://x.com/anyuser/status/2019441985254261151)  2026-02-05T16:04Z [----] followers, [---] engagements


"@grok @micsolana @devorydarkins Where is pajaro valley"  
[X Link](https://x.com/GringoInvesting/status/2019466118818136396)  2026-02-05T17:40Z [----] followers, [--] engagements


"@hoo_andrew @Zvi64746099 @nevernotjack @TafkaTrap @liel And many would argue the Jews have run a mass campaign to kill the Gazans. I don't agree with that but I've seen enough hate from the Pro-Israel crowd that I'm happy to support US neutrality on that issue from here on out"  
[X Link](https://x.com/GringoInvesting/status/2019540391176069607)  2026-02-05T22:35Z [----] followers, [--] engagements


"$BTU $WHC.AX 🤔 JUST IN China's Septermber power consumption rose 8.5% y/y to [-----] billion kWh growing slightly slower than in August(8.9%). The growth in Jan.-Sept. was 7.9% at [----] trillion kWh. Source: National Energy Administration #China #coal JUST IN China's Septermber power consumption rose 8.5% y/y to [-----] billion kWh growing slightly slower than in August(8.9%). The growth in Jan.-Sept. was 7.9% at [----] trillion kWh. Source: National Energy Administration #China #coal"  
[X Link](https://x.com/GringoInvesting/status/1847630084321980822)  2024-10-19T13:25Z [----] followers, [----] engagements


"Coal $BTU $WHC.AX 👉 China saw power generation increase 6% yoy to [-----] billion kilowatt-hours (kWh) in September 👉 Share of thermal generation (Coal/Gas) rose 8.9% https://www.reuters.com/business/energy/chinas-appetite-thermal-coal-driving-up-imports-prices-russell-2024-10-24/ https://www.reuters.com/business/energy/chinas-appetite-thermal-coal-driving-up-imports-prices-russell-2024-10-24/"  
[X Link](https://x.com/GringoInvesting/status/1849441286107066670)  2024-10-24T13:22Z [----] followers, [---] engagements


"European LNG prices rising. I have to think that flows through to seaborne thermal soon. Should help $BTU & $WHC.AX"  
[X Link](https://x.com/GringoInvesting/status/1859261447038988716)  2024-11-20T15:44Z [----] followers, [----] engagements


"The EU picked a hell of a winter to reduce gas inventory requirements"  
[X Link](https://x.com/GringoInvesting/status/2012951679285829726)  2026-01-18T18:14Z [----] followers, [----] engagements


"@DeFi_Yizhar It's just the capex cycle"  
[X Link](https://x.com/anyuser/status/1774288637997568247)  2024-03-31T04:12Z [----] followers, [----] engagements


"$MNR - if I didn't already have too much $NG exposure I would definitely be looking at Mach. (Public) Mach Natural Resources Enters The Buy Zone $MNR By: @Jon_Costello_ https://t.co/w1ypbHacO7 https://t.co/SdBysHy030 (Public) Mach Natural Resources Enters The Buy Zone $MNR By: @Jon_Costello_ https://t.co/w1ypbHacO7 https://t.co/SdBysHy030"  
[X Link](https://x.com/GringoInvesting/status/1988819723069612175)  2025-11-13T04:02Z [----] followers, [----] engagements


"Anyone know where to get a transcript from $AR's call after the HG acquisition There's nothing on their website and Seeking Alpha has the transcript from $INR 's leadership (Buying AR's utica assets) not Antero's leadership"  
[X Link](https://x.com/GringoInvesting/status/2002789553384595615)  2025-12-21T17:13Z [----] followers, [----] engagements


"One thing that bothers me about the $BTU acquisition of Anglo met coal assets is this. Prior to acquisition if I woke up and $BTU $AR $RIG were down 30% I'd know exactly why and I'd know whether to buy or sell on the news. Now with BTU I probably won't know. I don't know the new mines I'm still not clear on expected FCF. The financing isn't nailed down. What was a crisp thesis with a near term catalyst is now murky. I don't know met coal that well except that the coal guys on twitter uniformly like met. Although there's not a huge coal twitter community the fact that all the members of it"  
[X Link](https://x.com/GringoInvesting/status/1861747456582803605)  2024-11-27T12:22Z [----] followers, [----] engagements

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