# ![@Hypertonx Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1526916654420045825.png) @Hypertonx Hypertonx Economics

Hypertonx Economics posts on X about $celh, $mnst, $app, $pbf the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1526916654420045825/interactions)
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- [--] Week [-------] +77%
- [--] Month [-------] +7,447%
- [--] Months [-------] +612%
- [--] Year [-------] +285%

### Mentions: [--] [#](/creator/twitter::1526916654420045825/posts_active)
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- [--] Week [--] +47%
- [--] Month [--] +82%
- [--] Months [---] +18%
- [--] Year [---] -11%

### Followers: [-------] [#](/creator/twitter::1526916654420045825/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1526916654420045825/c:line/m:followers.svg)

- [--] Week [---] +0.11%
- [--] Month [---] +0.22%
- [--] Months [---] +6.70%
- [--] Year [---] +22%

### CreatorRank: [---------] [#](/creator/twitter::1526916654420045825/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1526916654420045825/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges)  [currencies](/list/currencies) 

**Social topic influence**
[$celh](/topic/$celh) #20, [$mnst](/topic/$mnst) #6, [$app](/topic/$app), [$pbf](/topic/$pbf), [$amr](/topic/$amr), [$googl](/topic/$googl), [$unh](/topic/$unh), [$mpc](/topic/$mpc), [$vlo](/topic/$vlo), [$hcc](/topic/$hcc)

**Top accounts mentioned or mentioned by**
[@realdavidchehet](/creator/undefined) [@blondesnmoney](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@irbezek](/creator/undefined) [@govikings69](/creator/undefined) [@swetalp41290270](/creator/undefined) [@bjmtweets](/creator/undefined) [@tradedollarnut](/creator/undefined) [@isabellamweber](/creator/undefined) [@mellowrklion](/creator/undefined) [@fishtowncap](/creator/undefined) [@joeretail2](/creator/undefined) [@agnostoxxx](/creator/undefined) [@alexpitti](/creator/undefined) [@mfwarder](/creator/undefined) [@satzcap](/creator/undefined) [@johnhuber72](/creator/undefined) [@logicalthesis](/creator/undefined) [@hugoshteeglitz](/creator/undefined) [@mmmtwealth](/creator/undefined)

**Top assets mentioned**
[Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Monster Beverage Corp (MNST)](/topic/$mnst) [AppLovin Corporation (APP)](/topic/$app) [PBF ENERGY INC. (PBF)](/topic/$pbf) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [UnitedHealth Group (UNH)](/topic/$unh) [Partisia Blockchain (MPC)](/topic/$mpc) [Valero Energy Corporation (VLO)](/topic/$vlo) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [PepsiCo, Inc. (PEP)](/topic/$pep) [4 (FOUR)](/topic/$four) [Hafnia Limited (HAFN)](/topic/$hafn) [CVR ENERGY, INC. (CVI)](/topic/$cvi) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [CF Industries Holdings, Inc. (CF)](/topic/$cf) [Archway (ARCH)](/topic/$arch) [DinoLFG (DINO)](/topic/$dino) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Peabody Energy Corporation (BTU)](/topic/$btu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DRIP (DRIP)](/topic/drip) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/bitcoin) [Toast, Inc. (TOST)](/topic/$tost) [Nexa (NEXA)](/topic/$nexa) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Microsoft Corp. (MSFT)](/topic/$msft) [Roku, Inc. (ROKU)](/topic/$roku) [Coca-Cola Co (KO)](/topic/$ko) [Bitcoin Gold (BTG)](/topic/$btg) [Autozone Inc (AZO)](/topic/$azo) [Stader (SD)](/topic/$sd) [MPLX LP (MPLX)](/topic/mplx) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Grand Base (GB)](/topic/$gb) [Abercrombie & Fitch Co. (ANF)](/topic/$anf)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Yara International states it has cut ammonia production by a full [---] million tons - total global supply is [---] million tons (USGS 2021). That's nearly a 1% global capacity cut from a single source This is a positive for U.S. ammonia producers $CF $UAN & $LXU"  
[X Link](https://x.com/Hypertonx/status/1549393411903524865)  2022-07-19T13:59Z [---] followers, [--] engagements


"@YETICapital99 Anything is possible I think - actual outcomes in the equity market probably depend on central bank actions. It is probable that the change in retail activity is from the bullwhip effect which alters slightly the interpretation of retail data"  
[X Link](https://x.com/Hypertonx/status/1551747767931850753)  2022-07-26T01:54Z [---] followers, [--] engagements


"Using the forward curve for #UAN and #natgas and making fairly conservative estimates $UAN can pretty easily do $30/share DCF. $CF $LXU IMO valuations now assume a 35%+ fall in N pricing to around 10% below the marginal cost curve. Will be interesting to see if this plays out"  
[X Link](https://x.com/Hypertonx/status/1611039091772239875)  2023-01-05T16:37Z [---] followers, [----] engagements


"If you look at the refiners - valuation earnings throughput scale - one refinery stands out as being ridiculously mis-priced: $PBF Go ahead compare it with $MPC $VLO $DK $DINO $CVI $VTNR $PSX $PARR I especially cannot understand the enthusiasm for $VTNR in this context"  
[X Link](https://x.com/Hypertonx/status/1625888354276630529)  2023-02-15T16:02Z [---] followers, [----] engagements


"$CF Industries is apparently paying sub $2 gas in OK. $UAN $LXU $OCI.NV"  
[X Link](https://x.com/Hypertonx/status/1628102768912384026)  2023-02-21T18:42Z [---] followers, [----] engagements


"In my view it is probable that N fertilizer prices #urea #uan #ammonia have bottomed. If so they likely will rally into the Spring [----]. The implied bottom in prices is extremely favorable long term for U.S. N producers given nat gas prices. $CF $LXU $UAN $OCV.NV"  
[X Link](https://x.com/Hypertonx/status/1628444686661881856)  2023-02-22T17:20Z [---] followers, [----] engagements


"You have to wonder why $PBF is valued so differently in the market from its peers - perhaps they are not as profitable on a bbl basis Refining EBIT / bbl production: $PBF = $13.06/bbl $DINO = $15.99/bbl $CVI = $9.63/bbl $VLO = $14.66/bbl $MPC = $16.16/bbl"  
[X Link](https://x.com/Hypertonx/status/1636418314779127809)  2023-03-16T17:25Z [---] followers, [---] engagements


"@Patrick14675 @IPostevoy Not sure on this - I think one $IPL.AX presentation shows it running around 82% utilization before improvements this year"  
[X Link](https://x.com/Hypertonx/status/1637996110148149248)  2023-03-21T01:54Z [---] followers, [--] engagements


"$UAN declares distribution of $10.43 / share CVR Partners Q1 2023: Net income $102M $9.64/common unit; net sales $226M. UAN price: $457/ton (2023) vs $496/ton (2022); ammonia price: $888/ton (2023) vs $1055/ton (2022). $CF $LXU $OCI.NV"  
[X Link](https://x.com/Hypertonx/status/1653146542956756995)  2023-05-01T21:17Z [---] followers, 13.9K engagements


"Just one man's opinion but. steel and gasoline refining seem well insulated from AI. $AMR $PBF $GOOGL. a balanced portfolio. Maybe throw in some $HCC as well"  
[X Link](https://x.com/Hypertonx/status/1669546785201848320)  2023-06-16T03:25Z [---] followers, [--] engagements


"$GOOGL $GOOG has often traded at a discount to its peers but this time the uncertainty is on both sides: Google is both potential the biggest loser of AI given search and the potentially the biggest winner given leadership in everything *except* AI consumer products"  
[X Link](https://x.com/Hypertonx/status/1673708929262702592)  2023-06-27T15:06Z [---] followers, [---] engagements


"Interesting to come back to this tweet. Haven't taken another deep look at $VTNR but possibly worth it now. The pair trades here took a long time to be worthwhile. Still long $PBF reduced pair trades against other refiners. $PBF should have positive news flow short term"  
[X Link](https://x.com/Hypertonx/status/1673756785826471988)  2023-06-27T18:14Z [---] followers, [--] engagements


"Most correlated pair trade with $PBF was $VLO which also seemed like it would be the best "a priori." Next time I'd just pair $PBF with $VLO and $CVI probably"  
[X Link](https://x.com/Hypertonx/status/1673757447872475137)  2023-06-27T18:17Z [---] followers, [--] engagements


"@agnostoxxx The only tech stock I have is $GOOGL - lots of room for a sentiment shift here"  
[X Link](https://x.com/Hypertonx/status/1673831311008731138)  2023-06-27T23:10Z [---] followers, [--] engagements


"Slightly changed my mind here - apologies - $HCC is my favorite shorter-term given their variable cost structure their record their cash balances and their likely positive change in capital return strategy in the next [--] to [--] months. Still in $AMR naturally"  
[X Link](https://x.com/Hypertonx/status/1673832106273955841)  2023-06-27T23:14Z [---] followers, [--] engagements


"$GOOGL sentiment check: this tweet has been viewed 340000+ times and is a misrepresentation of the story which relates to a small fraction of the Youtube ad business not 80%"  
[X Link](https://x.com/Hypertonx/status/1673841048140009473)  2023-06-27T23:49Z [---] followers, [--] engagements


"$PBF $E transaction officially closed - $431m immediately paid to $PBF at close additional $400m to be paid in coming weeks. Initial payment is 8% of market cap - total payments will be roughly 16% of market cap"  
[X Link](https://x.com/Hypertonx/status/1674060811508105218)  2023-06-28T14:22Z [---] followers, [----] engagements


"$HCC it is not like coaltwit doesn't understand Warrior is the highest quality met coal name listed in the U.S. But $ARCH took the stage with its dividends - then everyone started to run the math on my beloved $AMR. But the next news on cap returns is coming from $HCC"  
[X Link](https://x.com/Hypertonx/status/1678510724698734592)  2023-07-10T21:08Z [---] followers, [---] engagements


"@RagingVentures Meh. I think what will matter is high quality content more so than content generally. It isn't volume at this point but quality and sequence. This is is the conclusion from the rumors around how ChatGPT-4 was created. All the same long $GOOGL"  
[X Link](https://x.com/Hypertonx/status/1681761427940573184)  2023-07-20T00:51Z [---] followers, [---] engagements


"@JeffroSimcity $PBF is * 1/3 * the scale of $VLO and it is - cough cough - * 1/10th * the EV With a better balance sheet"  
[X Link](https://x.com/Hypertonx/status/1681802802727903232)  2023-07-21T03:38Z [---] followers, [---] engagements


"Look at crack spreads $PBF $VLO $MPC $DINO $CVI"  
[X Link](https://x.com/Hypertonx/status/1683486281152581632)  2023-07-31T15:12Z [---] followers, [---] engagements


"@Stockspy1 Refiners 😎 see: $PBF"  
[X Link](https://x.com/Hypertonx/status/1683542140247490560)  2023-07-24T18:18Z [---] followers, [---] engagements


"@orrdavid @2042es IMO $PBF is worth $80/share the market just hasn't realized it yet. That's about a 40% discount to $VLO on a EV/bbl production basis which seems reasonable"  
[X Link](https://x.com/Hypertonx/status/1685076007894880256)  2023-08-04T07:38Z [---] followers, [---] engagements


"Many of these home builder supplier related stocks have just absolutely crushed it the last few years $WIRE $ATKR $BXC I basically just watched in amazement. Owned $WIRE and $BXC at different points but never in size"  
[X Link](https://x.com/Hypertonx/status/1689660186448068608)  2023-08-10T15:29Z [---] followers, [---] engagements


"@CaptSJMarchant In my opinion 2x is reasonable in this context. $VLO is valued nearly 3x $PBF"  
[X Link](https://x.com/Hypertonx/status/1689734250969620480)  2023-08-10T20:23Z [---] followers, [--] engagements


"I realize $ASTL is a shitco but honestly this is the setup: Excess cash (C$300m) on balance sheet no debt Just did C$130.9m in net income in the quarter Market cap: C$1 billion What type PE is this One which is too low"  
[X Link](https://x.com/Hypertonx/status/1690002655416909824)  2023-08-11T14:10Z [---] followers, [---] engagements


"@kingdomcapadv @Only_Borrowed @Upper20sStCap There is a certain purity to buybacks which at the moment $AMR has over $HCC - long both naturally"  
[X Link](https://x.com/Hypertonx/status/1692163208696741921)  2023-08-17T13:15Z [---] followers, [---] engagements


"These cracks are ridiculous $PBF If this sticks $PBF is going back to its highs. $PBF = low debt strong bs transformation story due to cash flow RD and logistics All at 1/3 the valuation of $VLO (best comp imo) Large scale [--] million bpd coastal refinery system Reduced shares out by 4.6% via buybacks despite Q1 turnarounds"  
[X Link](https://x.com/Hypertonx/status/1692165631406493884)  2023-08-17T13:25Z [---] followers, [----] engagements


"The $PBF transaction with their bonds turned out better than I expected: $PBF is redeeming $664.5m in debt yielding 7.25% and replacing it with $500m in debt yielding 7.875%. Given the radical change in the interest rate environment this is fantastic imo"  
[X Link](https://x.com/Hypertonx/status/1693740122821493038)  2023-08-21T21:41Z [---] followers, [---] engagements


"@TCII_Blog Definitely agree with this assessment of their market position - capital intensive and large scale retail particularly ones with tendencies for oligopoly are very powerful profit engines. $AZO and $COST come to mind as well"  
[X Link](https://x.com/Hypertonx/status/1694185767093068237)  2023-08-23T03:12Z [---] followers, [----] engagements


"His $AZO investment really was a thing of beauty brings tears to my eyes just thinking of it 🥹 What was the secret Buybacks on buybacks on buybacks on a oligopic biz"  
[X Link](https://x.com/Hypertonx/status/1696354189289689321)  2023-08-29T02:48Z [---] followers, [---] engagements


"@GoForGrubes2 I'm just long $MELI outright - I'm doing this all wrong 😂"  
[X Link](https://x.com/Hypertonx/status/1696566779642867981)  2023-08-29T16:53Z [---] followers, [--] engagements


"The $CROX thesis is interesting"  
[X Link](https://x.com/Hypertonx/status/1696743911920943340)  2023-08-30T04:37Z [---] followers, [--] engagements


"Agree - if they need to cash cow it they can I think the $DOCU business is promising and sticky long term - not as good as digital advertising granted but decent SaaS"  
[X Link](https://x.com/Hypertonx/status/1697009226059796730)  2023-08-30T22:11Z [---] followers, [---] engagements


"$PBF Analysts estimates: EPS Estimate: $3.51 EPS GAAP Estimate: $3.90 Unless September is a 💩 storm idk about these.they are looking a little low Weren't cracks lower in Q4 [----] when they did $5/share 🤔 🤔 To be fair $3.5/share is still 7.4% on price *for the quarter*😂"  
[X Link](https://x.com/Hypertonx/status/1697334232295887093)  2023-08-31T19:43Z [---] followers, [--] engagements


"@DeepSailCapital Soon imo"  
[X Link](https://x.com/Hypertonx/status/1697678317502206469)  2023-09-01T18:30Z [---] followers, [--] engagements


"@ZZZBBB12345 Agree - we still have to get through September but analyst estimates look quite low $PBF has the potential to be a buyback machine at 1/3 the valuation of $VLO. Quite intriguing if you ask me"  
[X Link](https://x.com/Hypertonx/status/1698090344729174329)  2023-09-02T21:47Z [---] followers, [---] engagements


"@GavinSBaker If you read something but don't really learn it - when you then experience it and make the mistake the lesson is learned faster because you already had the language for it. so studying history is always worth it even if you don't totally imbibe the lessons from history"  
[X Link](https://x.com/Hypertonx/status/1699136084213653600)  2023-09-05T19:03Z [---] followers, [---] engagements


"@DeepSailCapital In so far as people are combining text search with LLMs Maybe. But generated text isn't coming in large enough quantities to move the needle for $ESTC plus there are a whole host of new vector database companies who are going to absorb a huge level % of the demand"  
[X Link](https://x.com/Hypertonx/status/1699525963875569743)  2023-09-06T20:52Z [---] followers, [---] engagements


"If you look at the $PBF ticker on twitter click top tweets you basically are looking mostly at yours truly Not really a lot of coverage yet of this [--] million bbl per day capacity refiner"  
[X Link](https://x.com/Hypertonx/status/1699824218014372319)  2023-09-07T16:37Z [---] followers, [----] engagements


"@taobanker $VLO mktcap/bbl: $42.02 $CVI mktcap/bbl: $43.62 $PBF mktcap/bbl: $16.83 I think $PBF will close this gap overtime particularly since they have less leverage more diversification greater footprint than in the past. It will trade at a discount to $VLO but it will catch up"  
[X Link](https://x.com/Hypertonx/status/1699844956977000515)  2023-09-07T17:59Z [---] followers, [---] engagements


"@ZmansEnrgyBrain @Toronto242M It is possible the refiners as a class are undervalued include $VLO"  
[X Link](https://x.com/Hypertonx/status/1700137543659122995)  2023-09-08T13:22Z [---] followers, [--] engagements


"Gasoline Up Diesel Up Crude Flat/down Cracks - up $PBF $VLO $MPC $DINO $CVI $PARR $PSX Just another week with limited refining capacity in the United States"  
[X Link](https://x.com/Hypertonx/status/1701313990834659493)  2023-09-11T19:17Z [---] followers, [---] engagements


"@Alex__Pitti Could fall further imo. I like the $ETSY business but like many in SaaS it is *still* overvalued. That thing is loaded with $2.2 billion in debt let's not forget and purchases from Etsy are discretionary in nature Valuation in the sector is still problematic"  
[X Link](https://x.com/Hypertonx/status/1701332713788125225)  2023-09-11T20:31Z [---] followers, [---] engagements


"@Icanonlyraz @Alex__Pitti My stocks have FCF yields 30% so yea I think the general market is expensive I'd comp $ETSY and industry against $GOOGL. When it's clearly a better value than $GOOGL due to valuation and forward growth buy it One day the sentiment will turn. not sure it is this year"  
[X Link](https://x.com/Hypertonx/status/1701355304947253430)  2023-09-11T22:01Z [---] followers, [--] engagements


"@Icanonlyraz @Alex__Pitti IMO that's where you are wrong; $GOOGL is a perfect comp. Why would you ever buy anything which wasn't better than $GOOGL or say $CRM $GOOGL $CRM are like risk free rate for SaaS"  
[X Link](https://x.com/Hypertonx/status/1701356753760424423)  2023-09-11T22:07Z [---] followers, [--] engagements


"If this product matches rumors it really might shift sentiment around $GOOGL $GOOG "Google nears release of AI software Gemini The Information reports""  
[X Link](https://x.com/Hypertonx/status/1702698019609780237)  2023-09-15T14:56Z [---] followers, [---] engagements


"What a beautiful month for $AMR - the others did alright as well but $AMR my boy It seems like only yesterday I was jinxing $AMR when tweeting about the $200/share level. time flies Congrats everyone 🍾🍻"  
[X Link](https://x.com/Hypertonx/status/1702778937942913277)  2023-09-15T20:18Z [---] followers, [--] engagements


"Updated my little site: Will make it a bit more useful going forward🤞 I've also connected an little investment notebook from @InvestmentTrak - which I might add is one of my little play accounts"  
[X Link](https://x.com/Hypertonx/status/1704141399409529272)  2023-09-19T14:32Z [---] followers, [---] engagements


"The crackspreads in refining is naturally very bullish for refiners - $PBF $VLO $MPC $DINO $CVI etc But I dare say the setup in the refined product market is bullish for clean product tankers as well $STNG"  
[X Link](https://x.com/Hypertonx/status/1704155696823201979)  2023-09-19T15:29Z [---] followers, [---] engagements


""Sellers inflation" is nonsense The cause of the inflation was the increase in incomes - nothing wrong with that - against an inflexible supply chain. That was the change in the environment post GFC. No change to corporate greed as far as I can tell"  
[X Link](https://x.com/Hypertonx/status/1704859654361432229)  2023-09-21T14:06Z [---] followers, [---] engagements


"$PBF $VLO $MPC $DINO $PXS $PARR $CVI etc etc"  
[X Link](https://x.com/Hypertonx/status/1705220768265891908)  2023-09-22T14:01Z [---] followers, [---] engagements


"@DegenTrader0x @halalcryptochat $HCC = Warrior Met Coal for those at home"  
[X Link](https://x.com/Hypertonx/status/1706313005254812147)  2023-09-25T14:21Z [---] followers, [--] engagements


"$TECK's met coal presentation - good stuff. Higher demand through [----] - stable demand through [----] driven largely by India $AMR $HCC $METC $ARCH $BTU $SMR.AX etc https://www.teck.com/media/Steelmaking-Coal-Resilience.pdf https://www.teck.com/media/Steelmaking-Coal-Resilience.pdf"  
[X Link](https://x.com/Hypertonx/status/1706504184902857142)  2023-09-26T03:01Z [---] followers, [----] engagements


"Nice to see the #met coal bet being recognized in the markets today - the fundamental dynamics there are excellent e.g. see my $TECK presentation tweet $AMR $HCC $ARCH $METC $BTU $CSO.V"  
[X Link](https://x.com/Hypertonx/status/1707043355300094147)  2023-09-27T14:43Z [---] followers, [----] engagements


"@Aureliusltd28 90% green - big day"  
[X Link](https://x.com/Hypertonx/status/1707125037327958120)  2023-09-27T20:08Z [---] followers, [--] engagements


"@respeculator In both $HCC and $AMR. The capital efficiency of buybacks fall as valuation increases no doubt Where to draw the line and say "We are fully valued let's expand do M&A" is an intellectually interesting question though. I'll think about it and post on it later"  
[X Link](https://x.com/Hypertonx/status/1707137943377494297)  2023-09-27T20:59Z [---] followers, [---] engagements


"@LT3000Lyall Imma just follow Peter Lynch on this one 🫡"  
[X Link](https://x.com/Hypertonx/status/1707207948618121452)  2023-09-28T01:37Z [---] followers, [----] engagements


"@portfolio14 @LT3000Lyall Peter's Principle #8 you mean Y'all need to read your market lore"  
[X Link](https://x.com/Hypertonx/status/1707256028952436812)  2023-09-28T04:48Z [---] followers, [---] engagements


"The thing about all these advances in software is that quite simply software competition is changing faster than ever $META $GOOGL $AMZN $MSFT #OpenAI No joke this is another reason I like the #met coal trade steel is steel - it is insulated $AMR $HCC $METC $ARCH $CSO.V"  
[X Link](https://x.com/Hypertonx/status/1707261474878685192)  2023-09-28T05:10Z [---] followers, [----] engagements


"Sounds like I am joking - I am not. Software is in middle of a revolution imo"  
[X Link](https://x.com/Hypertonx/status/1707261716734841318)  2023-09-28T05:11Z [---] followers, [--] engagements


"Wholesale LA gasoline yesterday closed at $4.47/gal There are [--] gal per barrel ergo before the cost to get gas to gas stations California is looking at $187/bbl gas prices. Diesel isn't much better: $164/bbl"  
[X Link](https://x.com/Hypertonx/status/1707406921639317661)  2023-09-28T14:48Z [---] followers, [--] engagements


"@FromWhiteCastle Agree - and my only tech stock is $GOOGL"  
[X Link](https://x.com/Hypertonx/status/1707426998845575517)  2023-09-28T16:08Z [---] followers, [--] engagements


"$UNTC is like $SD but better in every way"  
[X Link](https://x.com/Hypertonx/status/1707435029574611189)  2023-09-28T16:40Z [---] followers, [----] engagements


"Looks like Michael Lewis is going to be one of those guys who loses all credibility in the last part of his career. Remember people some of you are best advised to go out on top"  
[X Link](https://x.com/Hypertonx/status/1708673777016644040)  2023-10-02T02:42Z [---] followers, [---] engagements


"You can tell Michael Lewis isn't a good trader because he is riding this loss all the way to the bottom Cut your losses quick folks - and let your winners ride"  
[X Link](https://x.com/Hypertonx/status/1709252219571499024)  2023-10-03T17:01Z [---] followers, [---] engagements


"Mine favorites are not posting [--] week lows the stocks I want to buy were cheap and got cheaper - while their output prices have improved"  
[X Link](https://x.com/Hypertonx/status/1709299860854505630)  2023-10-03T20:10Z [---] followers, [---] engagements


"@blondesnmoney Add in a [--] mg of CBD and then you'll really be sleepin'"  
[X Link](https://x.com/Hypertonx/status/1710149995683602516)  2023-10-06T04:28Z [---] followers, [---] engagements


"Was just thinking this same thing $CSO.V $CRSXF I've been adding to my position on this weakness #metcoal $HCC also sells most its product at index prices which for those not paying attention are ripping 🔥 #Metcoal I salute you🫡😏🥰 $AMR $ARCH $BTU $SMR.AX $METC"  
[X Link](https://x.com/Hypertonx/status/1712141426707042698)  2023-10-11T16:21Z [---] followers, [----] engagements


"The main take away I have from the $AMR PR is that they only committed 25% in [----] We enter [----] with a strong met market and 75% uncommitted on price Other takeaway: $AMR did the right thing unlike some others - they appropriately warned investors on Q3 and adj'd full year"  
[X Link](https://x.com/Hypertonx/status/1712505847539196412)  2023-10-12T16:29Z [---] followers, [----] engagements


"@christankerfund Have an earnings estimate based on those figures Looks decent to me although definitely a very favorable quarter across industry"  
[X Link](https://x.com/Hypertonx/status/1712828593674531258)  2023-10-13T13:52Z [---] followers, [---] engagements


"$CSO.V Terrible forward sales. But it seems a bit crazy to sell here. Truth is you have to sell illiquid stocks when the market lets you. All very illiquid positions need to be long term because you have to wait for the market to allow you to trade. Let's call [------] tons at 145/t roughly break even. Its close. They have another 3000000-350000 tons left to sell. They are trading at $37m USD for 300000-350000 tons. That's undervalued. They are in a solid liquidity position although they do have some long term liabilities which will soak up future FCF. This $37m is more undervalued when you"  
[X Link](https://x.com/Hypertonx/status/1719739273539113026)  2023-11-01T15:32Z [---] followers, [----] engagements


"$HCC coming through 🥰 Their balance sheet is looking pretty nice 👌 Adj. for BC growth capex quarterly FCF was $97m in a weak quarter - they sell on spot and indexes.Their EV is basically $2 billion. With indexes higher 😍"  
[X Link](https://x.com/Hypertonx/status/1719811822394482905)  2023-11-01T20:21Z [---] followers, [----] engagements


"$PBF earned $6.11/share in Q3 - my word 😂 Lower throughput guidance + weak Q4 cracks are keeping it down but all these profits have allowed the company to really right the balance sheet and improve the quality of their business When cracks spike the place to be is $PBF 🫡"  
[X Link](https://x.com/Hypertonx/status/1720177409419313153)  2023-11-02T20:33Z [---] followers, [----] engagements


"$HIMS looks a lot like a classically undervalued hypergrowth stock - joined @blondesnmoney after market yesterday and pre-market today Reminds me of $LVGO except its a marketing firm"  
[X Link](https://x.com/Hypertonx/status/1721900061658062952)  2023-11-07T14:39Z [---] followers, [----] engagements


""More than [---] of #OpenAIs [---] employees have signed a letter to the companys board asking members to resign and to reinstate former CEO Sam Altman and former President Greg Brockman. If Altman and Brockman are not reinstated the employees say they will join the duo at Microsoft" My god 😂 $MSFT doing work"  
[X Link](https://x.com/Hypertonx/status/1726819615899103431)  2023-11-21T04:27Z [---] followers, [---] engagements


"Oh man - look at cracks 🔥 Let's not forget our history here - this is an excellent crack historically. Hard to believe these are becoming the new norms $PBF $MPC $VLO $DINO $CVI $PARR etc etc Cracks killing it today. Product demand confirmation https://t.co/THvE8WHVuN Cracks killing it today. Product demand confirmation https://t.co/THvE8WHVuN"  
[X Link](https://x.com/Hypertonx/status/1727429167552024701)  2023-11-22T20:49Z [---] followers, [----] engagements


"$AMR at $280 🐐🐐🥰"  
[X Link](https://x.com/Hypertonx/status/1730307547997810817)  2023-11-30T19:27Z [---] followers, [--] engagements


"$UNTC a 20% position reducing my over all exposure in the best way possible 🫡🥰 Merry Christmas from $UNTC https://t.co/PnKfsR3X7O Merry Christmas from $UNTC https://t.co/PnKfsR3X7O"  
[X Link](https://x.com/Hypertonx/status/1733341846355501143)  2023-12-09T04:24Z [---] followers, [----] engagements


"I'm working to get a bit more growthy in my portfolio - maybe financed with the cash from $UNTC which I am keeping 🙏"  
[X Link](https://x.com/Hypertonx/status/1734261444051395061)  2023-12-11T17:18Z [---] followers, [---] engagements


"The CA regulatory regime is backwards looking and unfortunately Q3 was ridiculously profitable whereas Q4.not so much $VLO $PBF $CVX @CarbonAcumen I'm sure none of the refiners are happy with CA gov't but interesting that $VLO specifically included the gasoline margin oversight/"gouging" Senate bill as a discrete risk factor front-and-center in their Q3 10-Q. https://t.co/TwTdvl3UkS @CarbonAcumen I'm sure none of the refiners are happy with CA gov't but interesting that $VLO specifically included the gasoline margin oversight/"gouging" Senate bill as a discrete risk factor front-and-center in"  
[X Link](https://x.com/Hypertonx/status/1734263259065139449)  2023-12-11T17:25Z [---] followers, [---] engagements


"@mfwarder Amateurs - not even searching twitter before publication tisk tisk"  
[X Link](https://x.com/Hypertonx/status/1734279419605266750)  2023-12-11T18:30Z [---] followers, [---] engagements


"Typing in lowercase is like an affected accent"  
[X Link](https://x.com/Hypertonx/status/1734282214068629836)  2023-12-11T18:41Z [---] followers, [---] engagements


"You have to comp $CELH against $MNST and not get blinded by its ridiculous 30x since [----] Then you realize that either $MNST is overvalued or $CELH is undervalued Then you realize $CELH probably has margin expansion options both in pricing and cost efficiency.then you look at growth rates and forward potential"  
[X Link](https://x.com/Hypertonx/status/1734319436482379790)  2023-12-11T21:09Z [---] followers, [---] engagements


"$CELH is probably at a forward P/S of less than [---] $MNST is probably at a forward P/S of less than [---] Interesting given growth outlook"  
[X Link](https://x.com/Hypertonx/status/1734983549126660378)  2023-12-13T17:08Z [---] followers, [----] engagements


"@buccocapital I have a slightly different thesis - but I think you're 80% correct"  
[X Link](https://x.com/Hypertonx/status/1735027965992345936)  2023-12-13T20:04Z [---] followers, [--] engagements


"$AMR 🐐🥰🫡"  
[X Link](https://x.com/Hypertonx/status/1735761025046073728)  2023-12-15T20:37Z [---] followers, [--] engagements


"Crack spreads are improving but. not yet enough for me Perhaps I am spoiled by recent history but I remain neutral on refineries $PBF $MPC $VLO $DINO $CVI $PARR $VTNR etc etc"  
[X Link](https://x.com/Hypertonx/status/1737183608970833942)  2023-12-19T18:50Z [---] followers, [---] engagements


"@alifarhat79 I once asked Peter Schiff about this some [--] years ago - he looked at me with that TV orange face and said the dollar was backed by nothing"  
[X Link](https://x.com/Hypertonx/status/1737189853605871655)  2023-12-19T19:15Z [---] followers, [---] engagements


"@blondesnmoney $CELH one of us"  
[X Link](https://x.com/Hypertonx/status/1739725635814138043)  2023-12-26T19:11Z [---] followers, [---] engagements


"@satzcap I vote no debt but I'm not opposed to more met assets - that said they are already #1 in U.S. with 21% of market. Not sure they need any more scale $AMR If the valuation gets too high then we should reconsider buybacks"  
[X Link](https://x.com/Hypertonx/status/1742219215954641078)  2024-01-02T16:20Z [---] followers, [---] engagements


"@Dieselcapital1 @satzcap I know despite the rising in price it is rather ridiculous"  
[X Link](https://x.com/Hypertonx/status/1742240378806308915)  2024-01-02T17:44Z [---] followers, [--] engagements


"I don't have a specific forward revenue estimate for $CELH but its valuation is too close to $MNST implying modest and beatable growth expectations $CELH up 6.2% today (on decent volume) in a bad market that is some serious relative strength. I spoke with a couple of my $CELH contacts over the weekend and they are on track to launch in Canada this month. I don't have all the details but I'm excited to see it happen. I $CELH up 6.2% today (on decent volume) in a bad market that is some serious relative strength. I spoke with a couple of my $CELH contacts over the weekend and they are on track"  
[X Link](https://x.com/Hypertonx/status/1742243647637033445)  2024-01-02T17:57Z [---] followers, [---] engagements


"@JohnHuber72 Haven't read but if it is $NRP the EV better be properly calculated and there better be good mention of the tax situation And that's all I am saying on $NRP in public"  
[X Link](https://x.com/Hypertonx/status/1743375168351658115)  2024-01-05T20:53Z [---] followers, [----] engagements


"No the lesson is that economists should look at prices not some bazaar debate about the Philips Curve (which is empirically false). Everything was in the futures curve - both times. The economist class honestly doesn't look at prices as mind blowing as that is. [----] was the year we learned you can bring down prices without sacrificing workers. What a wonderful lesson to take into [----]. [----] was the year we learned you can bring down prices without sacrificing workers. What a wonderful lesson to take into 2024"  
[X Link](https://x.com/Hypertonx/status/1743395582121582635)  2024-01-05T22:14Z [---] followers, [---] engagements


"@Section523 @JohnHuber72 Haha fair enough @Section523"  
[X Link](https://x.com/Hypertonx/status/1743476344271319331)  2024-01-06T03:35Z [---] followers, [---] engagements


"@TTRAmyloid @JohnHuber72 No you cannot offset PTP (aka MLPs) income with losses from different PTP investments - if you could you'd see a hell of a lot of clever PTP stuff"  
[X Link](https://x.com/Hypertonx/status/1743476989892161559)  2024-01-06T03:38Z [---] followers, [---] engagements


"I'm fairly sure I've gotten a multi-bagger idea from a [--] something living with their parents All that matters is the quality of the idea and the ability to take advantage of it Anyone who leans heavily on credentialism is NGMI One reason sumzero is fundamentally flawed Dan Loeb dealing with someone who puts the words "yes place in society still matters where one went to school." Note also the comment in the thread from Dan himself noting that he would have handled this better today and is a little bit red at the harshness of how he came Dan Loeb dealing with someone who puts the words "yes"  
[X Link](https://x.com/Hypertonx/status/1743710307652964790)  2024-01-06T19:05Z [---] followers, [----] engagements


"All these inflation takes are simply wrong. We did the equivalent of war finance - borrowed and spent and control the rate curve - radically increased the spending power of the public and funneled their spending into specific industries. Then we turned it off. So I keep seeing media assertions that the miracle of [----] rapid disinflation with solid growth was something economists considered impossible. Ahem. Here's a figure from Krugman and Wells 7th edition forthcoming 1/ https://t.co/QvOADTdTMK So I keep seeing media assertions that the miracle of [----] rapid disinflation with solid growth"  
[X Link](https://x.com/Hypertonx/status/1743718305234297149)  2024-01-06T19:36Z [---] followers, [---] engagements


"Apparently someone is shorting $PHM 😂 Wouldn't mind owning some home builders at some point rather think $MDC is interesting tho their market position is evolving and not as good as it was historically. Shorts are the ENEMY Im stating the obvious but if you are friends with (or worse taking money from) people who are shorting either thru puts or naked shorting Pulte Homes which my family built for [--] years with our bare hands you are no friend to Pulte you are a fraud. Shorts are the ENEMY Im stating the obvious but if you are friends with (or worse taking money from) people who are shorting"  
[X Link](https://x.com/Hypertonx/status/1743860458237382853)  2024-01-07T05:01Z [---] followers, [---] engagements


"@irbezek 50%+ since November"  
[X Link](https://x.com/Hypertonx/status/1744742111906263523)  2024-01-09T15:25Z [---] followers, [---] engagements


"$CELH I have [--] stocks in my growth portfolio but to be frank $CELH is my favorite by a long short I watched $MNST take over the last decade - there is power in caffeinated sugar water slowly spreading across all the major distribution channels worldwide $CELH is about a 1/6 of the size of $MNST growing much faster yet still valued similarly Annualizing Q3 revenue for both companies we have the following revenue figures: Q3 $CELH - $384 million or $1536m Q3 $MNST - $1856 million or $7424m Current market caps: $CELH market cap - $14.08 billion $MNST market cap - $60.65 billion At these market"  
[X Link](https://x.com/Hypertonx/status/1744752350311436431)  2024-01-09T16:05Z [---] followers, [---] engagements


"My portfolio is mostly small cap but I benchmark against the S&P [---] Why It is the only real alternative for funds - I'm not putting funds in small caps bonds or the nasdaq If I am going passive its going to be in the top [---] large oligopic firms which do business in USD"  
[X Link](https://x.com/Hypertonx/status/1745147507796037902)  2024-01-10T18:16Z [---] followers, [---] engagements


"In early [----] $AMR had a certain purity about it: largest US met player 100% FCF into buybacks EXTREMELY high FCF yield. And finally their strategy is rubbing off on the sector $ARCH is targeting 75% buybacks and $BTU just now ramping up buybacks.just saying"  
[X Link](https://x.com/Hypertonx/status/1745460410936086764)  2024-01-11T14:59Z [---] followers, [----] engagements


"@tradedollarnut Hmm that's not terrible compared to what I was projecting. My tweet is about the fact that $BTU and ilk are starting the buyback train in case there was a misunderstanding I'm soliciting people's opinion on $BTU at this point given overall market valuations. what say you"  
[X Link](https://x.com/Hypertonx/status/1745467503143219663)  2024-01-11T15:27Z [---] followers, [---] engagements


"@tradedollarnut Thanks for your take - I'm not a buyer at 16% yields either"  
[X Link](https://x.com/Hypertonx/status/1745474505265274970)  2024-01-11T15:55Z [---] followers, [---] engagements


"@TGarantine At community or society scale all that matters is outcome"  
[X Link](https://x.com/Hypertonx/status/1745490928867921943)  2024-01-11T17:00Z [---] followers, [----] engagements


"Anyone know where I can find a good primer on $SBSW"  
[X Link](https://x.com/Hypertonx/status/1747634935312105928)  2024-01-17T15:00Z [---] followers, [---] engagements


"$AMR's performance has been absolutely 🔥🔥 You have to remember however that it has a great market position and great depth of reserves Thus a sell off in the shares would be great for the efficiency of the buyback and a more efficient buyback means a higher future high"  
[X Link](https://x.com/Hypertonx/status/1748092540685791486)  2024-01-18T21:18Z [---] followers, [---] engagements


"$HCC is my largest position and damn I don't know if I own enough"  
[X Link](https://x.com/Hypertonx/status/1748102483111473394)  2024-01-18T21:58Z [---] followers, [----] engagements


"@emil_priver I'll never understand this perspective which is in my view insane - the point of software isn't to be exciting but to solve a problem It is like investing in the stock market for excitement rather than money"  
[X Link](https://x.com/Hypertonx/status/1748129111854190624)  2024-01-18T23:43Z [---] followers, [----] engagements


"@JonahLupton Well done"  
[X Link](https://x.com/Hypertonx/status/1748393299356930470)  2024-01-19T17:13Z [---] followers, [---] engagements


"Sell off in $CELH looks silly to me and brings the stock in line with $MNST valuations valuing the firm on run-rate"  
[X Link](https://x.com/Hypertonx/status/1748401416530444373)  2024-01-19T17:45Z [---] followers, [---] engagements


"$MNST versus $CELH Market cap: $59b versus $12.2b (4.8x) Q3 revenues: $1.81b versus $384m (4.7x) Growth rate Q3: 14% versus 104% $CELH is growing at 3x to 7x the growth rate of $MNST yet has the SAME run-rate revenue multiple Fwd multiples make $CELH look even better"  
[X Link](https://x.com/Hypertonx/status/1748404342632145111)  2024-01-19T17:57Z [---] followers, [---] engagements


"$AMR over $400 WILD 😍"  
[X Link](https://x.com/Hypertonx/status/1748425508461609159)  2024-01-19T19:21Z [---] followers, [--] engagements


"@agnostoxxx I don't even need to read this to know I agree"  
[X Link](https://x.com/Hypertonx/status/1748741121470025893)  2024-01-20T16:15Z [---] followers, [---] engagements


"@eveleigh_cap Say what you will about the $ROKU play but it sure beats betting on linear"  
[X Link](https://x.com/Hypertonx/status/1749444710102376709)  2024-01-22T14:51Z [---] followers, [--] engagements


"@borrowed_ideas Why [--] quarters Why not 40"  
[X Link](https://x.com/Hypertonx/status/1749567510347723135)  2024-01-22T22:59Z [---] followers, [---] engagements


"The largest shareholder of $CELH shares -- the late Carl DeSantis' estate who passed away in August -- will likely be lowering their holding in the company overtime like they did today"  
[X Link](https://x.com/Hypertonx/status/1749918029415108700)  2024-01-23T22:12Z [---] followers, [---] engagements


"@polan13 @kingdomcapadv Could be worse tbh"  
[X Link](https://x.com/Hypertonx/status/1750177630576394637)  2024-01-24T15:23Z [---] followers, [--] engagements


"@LogicalThesis Liquidity - important both for the ideas to work out you often need flows and to be able to exit when you make a mistake"  
[X Link](https://x.com/Hypertonx/status/1750183767354835287)  2024-01-24T15:48Z [---] followers, [--] engagements


"@mfwarder Congrats 🍾"  
[X Link](https://x.com/Hypertonx/status/1750198746703413741)  2024-01-24T16:47Z [---] followers, [--] engagements


"$STNG ".We'd like to get the leverage of the company pretty much down to around scrap value of the fleet. At that point that's around $850 million $900 million. And at that point I think it's an arguable that the company would have very low leverage and be in a really safe position. And whatever it does at that point whether it's buying stock whether it's increasing dividends et cetera et cetera it would be really playing with our shareholders' money our money. We're not risking a bank loan et cetera. The other thing is the tremendous benefits going forward if we were to get there because of"  
[X Link](https://x.com/Hypertonx/status/1750217218502082862)  2024-01-24T18:01Z [---] followers, [---] engagements


"@VolteFaceInvest Honestly let's defend $VTNR management for a second First their old business was trash - they traded up by buying a unwanted refinery and created value The problem is that investors expected WAY too much In that context who is really at fault - management or investors"  
[X Link](https://x.com/Hypertonx/status/1750217856891916437)  2024-01-24T18:03Z [---] followers, [---] engagements


"IMO given the extremely rapid growth of $CELH you have to look more closely at quarterly levels e.g. when did $MNST hit such-and-such EBITDA level compared to $CELH and what was its growth rate at the time Do that and you get a period more like 2011-2012 with $MNST trading at $8 to $12 billion and 10% to 25% growth rate depending on where you want to comp from One man's opinion - perhaps $CELH is a fad but things are looking good at 9% U.S. market share"  
[X Link](https://x.com/Hypertonx/status/1750402210159018362)  2024-01-25T06:16Z [---] followers, [---] engagements


"Any economist who mentions the Philips curve cannot be taken seriously unless they are criticizing other economist who use it The relationship *feels* like it should exist but it simply doesn't Why do economist not know their own literature Honestly very few of them read So we're right back on the prepandemic Phillips curve. It takes real intellectual gymnastics *not* to see this as a transitory adverse supply shock https://t.co/ciVbkUCvoc So we're right back on the prepandemic Phillips curve. It takes real intellectual gymnastics *not* to see this as a transitory adverse supply shock"  
[X Link](https://x.com/Hypertonx/status/1750556947185639824)  2024-01-25T16:31Z [---] followers, [---] engagements


"@AndrewRangeley A basket of U.S. met coal stocks 😂 More seriously It used to be $GOOGL but I'm less certain of their future today"  
[X Link](https://x.com/Hypertonx/status/1750926534515298436)  2024-01-26T16:59Z [---] followers, [----] engagements


"@TripleNetInvest Geographically constrained real estate without competition with an excellent long term tenant Idk one of the few things which doesn't seem high priced if you know the structure of that specific market"  
[X Link](https://x.com/Hypertonx/status/1751702741120909717)  2024-01-28T20:24Z [---] followers, [----] engagements


"@fatbabyfunds Rough stuff lapping their equipment revenue growth was not pretty"  
[X Link](https://x.com/Hypertonx/status/1751985527656489041)  2024-01-29T15:07Z [---] followers, [--] engagements


"@IsabellaMWeber The shape of the changes genuinely seem pretty reasonable given the massive scope of the prior stimulus At the same time this is an aggregate it is skewed by a few very large very profitable firms"  
[X Link](https://x.com/Hypertonx/status/1752039507661086774)  2024-01-29T18:42Z [---] followers, [---] engagements


"@EconomyApp Sounds like you totally missed it"  
[X Link](https://x.com/Hypertonx/status/1752193714556952785)  2024-01-30T04:55Z [---] followers, [--] engagements


"$MPC is a buyback machine (1/3) $MPC posted a big beat on Q4'23 earnings Refining EBITDA came in at $1.9 bn vs. Consensus of $1.0 bn Strong margin capture with realized margin of $19/bbl vs. a linear regression expectation of $15/bbl Midstream ( $MPLX ) EBITDA of $1.62 bn vs. Consensus of $1.56 bn https://t.co/aoCjcpBWkr (1/3) $MPC posted a big beat on Q4'23 earnings Refining EBITDA came in at $1.9 bn vs. Consensus of $1.0 bn Strong margin capture with realized margin of $19/bbl vs. a linear regression expectation of $15/bbl Midstream ( $MPLX ) EBITDA of $1.62 bn vs. Consensus of $1.56 bn"  
[X Link](https://x.com/Hypertonx/status/1752391342259417476)  2024-01-30T18:00Z [---] followers, [---] engagements


"Something to aspire too There are hundreds of "dividend guy" social media accounts However there are very few "buyback guy" accounts which is nonsensical given buybacks represent about twice the shareholder returns of dividends Not to mention that buybacks are far more tax-efficient than dividends https://t.co/4LevtqtGPv There are hundreds of "dividend guy" social media accounts However there are very few "buyback guy" accounts which is nonsensical given buybacks represent about twice the shareholder returns of dividends Not to mention that buybacks are far more tax-efficient than dividends"  
[X Link](https://x.com/Hypertonx/status/1752391630965924019)  2024-01-30T18:01Z [---] followers, [---] engagements


"@kingdomcapadv @kiwicarrotcake I'm probably wrong to be sure but honestly looks like there has been a bit of a shift in all the low-margin housing related players to something I'm tempted to call a structurally higher margin But.I've never believed it enough to invest except trival amounts"  
[X Link](https://x.com/Hypertonx/status/1752455688264024133)  2024-01-30T22:16Z [---] followers, [---] engagements


"$GOOGL $GOOG is now valued at an EV of $1.7 trillion with a run-rate earnings power of $82 billion and it just grew at 13% Google - 12.7% Youtube - 15.5% Could - 25.6% Buybacks trimming some 2-3% from share count per year Honestly not terribly expensive"  
[X Link](https://x.com/Hypertonx/status/1752460007872909372)  2024-01-30T22:33Z [---] followers, [---] engagements


"@ArtkoCapital Thank you for doing this - I share your anger"  
[X Link](https://x.com/Hypertonx/status/1752483519320727892)  2024-01-31T00:06Z [---] followers, [---] engagements


"@VPCapital100 @CasualCatCap @MyBuyside @savantinvestors I'm bearish - having a member cap sounds elite and all but it ain't the way to get the best ideas You have to have an open community with a very very strict editorial filter - it is the only way Honestly one makes the mistake of sumzero the other makes the mistake of vic"  
[X Link](https://x.com/Hypertonx/status/1752490091375730896)  2024-01-31T00:32Z [---] followers, [---] engagements


"I realize everyone is bearish today but I was looking at the $MNST presentation - notice those [--] week figures for the period ending 12/30/2023 for $CELH That's Q4 - listed at 126% y/o/y dollar volume"  
[X Link](https://x.com/Hypertonx/status/1754550001676468679)  2024-02-05T16:58Z [---] followers, [---] engagements


"Another slide in the $MNST presentation puts the 5-week figure for $CELH ending 12/30/2023 at 131% in convenience stores - not bad I realize everyone is bearish today but I was looking at the $MNST presentation - notice those [--] week figures for the period ending 12/30/2023 for $CELH That's Q4 - listed at 126% y/o/y dollar volume https://t.co/Jy0n3BzAiI I realize everyone is bearish today but I was looking at the $MNST presentation - notice those [--] week figures for the period ending 12/30/2023 for $CELH That's Q4 - listed at 126% y/o/y dollar volume https://t.co/Jy0n3BzAiI"  
[X Link](https://x.com/Hypertonx/status/1754550725504372879)  2024-02-05T17:01Z [---] followers, [---] engagements


"Go on. $AMR $HCC Artwork titled: $HCC at the port of Mobile @LecatesChris @DarthSi05187777 @dyer440 If for some crazy reason met should stay at $400 for an extended period of time I could see $amr nearing $1000 per share @LecatesChris @DarthSi05187777 @dyer440 If for some crazy reason met should stay at $400 for an extended period of time I could see $amr nearing $1000 per share"  
[X Link](https://x.com/Hypertonx/status/1754924402838208632)  2024-02-06T17:45Z [---] followers, [---] engagements


"@mfwarder Matt any insight into the situation on the black warrior river and how that might effect warrior's shipments/costs"  
[X Link](https://x.com/Hypertonx/status/1754925452353814688)  2024-02-06T17:50Z [---] followers, [---] engagements


"Met coal tons per share - a beautiful metric which really should be reported by $BTU $AMR $HCC $ARCH"  
[X Link](https://x.com/Hypertonx/status/1755631580603621512)  2024-02-08T16:36Z [---] followers, [----] engagements


"@tradedollarnut Have BTU report PCI separately or have them all report their different qualities separately What I want to see is more met tons per category per share increase"  
[X Link](https://x.com/Hypertonx/status/1755640493252231578)  2024-02-08T17:11Z [---] followers, [---] engagements


"$UBER is finally generating meaningful profits and cash flow - look at that"  
[X Link](https://x.com/Hypertonx/status/1755651195375403430)  2024-02-08T17:53Z [---] followers, [---] engagements


"@Jupupa1 @TetonCapital1 @aggresivevalue I only said its not the truth - what was it that Soros says "Market prices are always wrong" Annualize returns should be taken into account and reflexivity is real - nothing wrong with speculating on momentum or even cutting losses quick on something you believe in long term"  
[X Link](https://x.com/Hypertonx/status/1755669854739190131)  2024-02-08T19:08Z [---] followers, [--] engagements


"For the first time as a programmer+investing bro I'm working on insider trade data If anyone has preferred tools here or otherwise has strong views on what a good service looks like let me know I've never been big on studying insider trades but now that I have the data"  
[X Link](https://x.com/Hypertonx/status/1760074822753669360)  2024-02-20T22:51Z [---] followers, [---] engagements


"$AMR closes at $442.46 🥰🔥 @Zengxiang12021 @tradedollarnut For now one day $AMR will ramp and it will be a thing of beauty @Zengxiang12021 @tradedollarnut For now one day $AMR will ramp and it will be a thing of beauty"  
[X Link](https://x.com/Hypertonx/status/1762221400809455802)  2024-02-26T21:01Z [---] followers, [---] engagements


"Let the record show I was long as hell $AMR and $HIMS today - feeling blessed"  
[X Link](https://x.com/Hypertonx/status/1762223358848995575)  2024-02-26T21:09Z [---] followers, [---] engagements


"Look at $ZM comeback story in motion - remember they own slack $ZM Q4 '24: Net income: $298.8m EPS: $0.95 Revenue: $1146.5m up 2.6% YoY OCF: $351.2m up 66% YoY Authorized $1.5b stock buyback FY25 guidance: Q1 revenue approx $1.125b FY revenue approx $4.6b https://t.co/s27sibiJH5 $ZM Q4 '24: Net income: $298.8m EPS: $0.95 Revenue: $1146.5m up 2.6% YoY OCF: $351.2m up 66% YoY Authorized $1.5b stock buyback FY25 guidance: Q1 revenue approx $1.125b FY revenue approx $4.6b https://t.co/s27sibiJH5"  
[X Link](https://x.com/Hypertonx/status/1762224164708974727)  2024-02-26T21:12Z [---] followers, [---] engagements


"Imagine if $HCC could buy back stock - just damn imagine $AMR"  
[X Link](https://x.com/Hypertonx/status/1762228609710752157)  2024-02-26T21:30Z [---] followers, [----] engagements


"A life long dream of mine has been to own a $CSCO of the 1990s. so. this comparison and the fact I don't own $NVDA is heartbreaking 💔💔 In the latest Shrubstack I overlaid $NVDA of 2022-24 to $CSCO of 1998-2000. Its so perfect 🥹 Hey at least I didnt overlay the S&P in [----] with the S&P in [----] 🤪 https://t.co/iWV2jVRIUr In the latest Shrubstack I overlaid $NVDA of 2022-24 to $CSCO of 1998-2000. Its so perfect 🥹 Hey at least I didnt overlay the S&P in [----] with the S&P in [----] 🤪 https://t.co/iWV2jVRIUr"  
[X Link](https://x.com/Hypertonx/status/1762230141407600964)  2024-02-26T21:36Z [---] followers, [---] engagements


"For those who don't know their history at the turn of the century - top of the dot com bubble - $CSCO had a annualized return from its [----] IPO of 76% - PER YEAR $MSFT 44% $ORCL 51% EMC 49% $HD in [----] was at 45% worth sayin' A life long dream of mine has been to own a $CSCO of the 1990s. so. this comparison and the fact I don't own $NVDA is heartbreaking 💔💔 A life long dream of mine has been to own a $CSCO of the 1990s. so. this comparison and the fact I don't own $NVDA is heartbreaking 💔💔"  
[X Link](https://x.com/Hypertonx/status/1762231157465248231)  2024-02-26T21:40Z [---] followers, [---] engagements


"@agnostoxxx A joke which is making me cry"  
[X Link](https://x.com/Hypertonx/status/1762231491365401063)  2024-02-26T21:41Z [---] followers, [---] engagements


"@WallisDev @ThePrimeagen Sounds like you are using too many interfaces ngl"  
[X Link](https://x.com/Hypertonx/status/1762369423074107660)  2024-02-27T06:49Z [---] followers, [---] engagements


"@butera_simone @ThePrimeagen The opposite"  
[X Link](https://x.com/Hypertonx/status/1762369500463132798)  2024-02-27T06:50Z [---] followers, [---] engagements


"@waitbutwhy That's an excellent chart thanks"  
[X Link](https://x.com/Hypertonx/status/1762543069147144354)  2024-02-27T18:19Z [---] followers, [---] engagements


"@MelkeyDev Also won't compile"  
[X Link](https://x.com/Hypertonx/status/1762579107634700318)  2024-02-27T20:43Z [---] followers, [---] engagements


"The move in $PSTG bothers me because the comments from management around AI are really unbelievable - it just isn't how it works for the vast majority of their customers The implication is that I now no longer trust management"  
[X Link](https://x.com/Hypertonx/status/1763355612279103986)  2024-03-01T00:08Z [---] followers, [---] engagements


"$PBF cracks are improving and its valuation is still modest particularly in context of a spike in cracks These cracks are good for the sector in general $MPC $VLO etc $MPC's policies are growing on me I have to admit"  
[X Link](https://x.com/Hypertonx/status/1764722836793417814)  2024-03-04T18:41Z [---] followers, [---] engagements


"$COST @ PE of 50+"  
[X Link](https://x.com/Hypertonx/status/1764884323004498324)  2024-03-05T05:23Z [---] followers, [---] engagements


"@JerryCap Hahaha $GOOGL's roll out of AI results has been let's all say it a success"  
[X Link](https://x.com/Hypertonx/status/1765748114021925018)  2024-03-07T14:35Z [---] followers, [--] engagements


"$HCC back over $61 $AMR crawling back I'm just thankful the undisclosed royalty play with ridiculous tax complications particularly in the short run isn't rallying"  
[X Link](https://x.com/Hypertonx/status/1765749146491707512)  2024-03-07T14:39Z [---] followers, [---] engagements


"With the monster rallies in my growth portfolio - basically all $CELH and $HIMS - I'm back to the grind stone and looking for growth - those positions haven't been trimmed except for some 5% in $CELH to move it to a nice round number IMO the rotation to growth in my portfolio still looks wise and I want to continue to push there - but I am holding my #metcoal positions The relative size of my positions is more a factor of how much I was able to buy at older prices but #metcoal is still roughly 37% of my portfolio In value land I still love the dynamics in the refining sector - probably would"  
[X Link](https://x.com/Hypertonx/status/1765750721943662666)  2024-03-07T14:45Z [---] followers, [---] engagements


"I should add - I change my mind regularly and intend to continue to do so - do your own DD - send me growth ideas"  
[X Link](https://x.com/Hypertonx/status/1765751539350552916)  2024-03-07T14:49Z [---] followers, [---] engagements


"IMO if you liked @calvinfroedge work at any point in time you shouldn't unsubscribe due to some short term volitility I feel this way about anyone who writes with conviction has documented wins and takes public risks. Made money on $PBR - a solid win for me 🫡"  
[X Link](https://x.com/Hypertonx/status/1765826329360884090)  2024-03-07T19:46Z [---] followers, [---] engagements


"@blondesnmoney This is exciting"  
[X Link](https://x.com/Hypertonx/status/1765827002525692161)  2024-03-07T19:48Z [---] followers, [--] engagements


"$MPC is a friggen beast"  
[X Link](https://x.com/Hypertonx/status/1767956663070314804)  2024-03-13T16:51Z [---] followers, [---] engagements


"$PBF and $MPC - check out the refiners 🔥"  
[X Link](https://x.com/Hypertonx/status/1768682946200735744)  2024-03-15T16:57Z [---] followers, [---] engagements


"@kingdomcapadv Ditto and if it is the same as me - don't do it"  
[X Link](https://x.com/Hypertonx/status/1769848291083083786)  2024-03-18T22:08Z [---] followers, [---] engagements


"Good podcast on $CELH with CEO Takeaways: - Craft sodas and low caffeine celsius + marketing on mock-tails likely to be tested - Better than expected rollout in Canada - Arnold Schwarzenegger likes Galaxy vibe"  
[X Link](https://x.com/Hypertonx/status/1770852867865239612)  2024-03-21T16:39Z [---] followers, [---] engagements


"One thing about $CELH which makes it hard to "take profits" is frankly looking at $MNST today $MNST trades at a $63 billion valuation but do you really think its brand resonates with today's culture It hardly need to be said that Gen Z has radically different tastes from the other generations. IMO $MNST's ethos stems from the dreams of the vulgar way as the @PaulSkallas's newsletter describes the era $CELH superior cultural fit seems ready made for this moment and in my view implies that there may indeed be room for the brand to expand beyond the energy market - it is already bringing in new"  
[X Link](https://x.com/Hypertonx/status/1770860219792236686)  2024-03-21T17:09Z [---] followers, [---] engagements


"When I looked at the modified agreement between $CELH and $PEP yesterday my interpretation was bullish since it adds a new incentive program over and above the prior agreement. We don't technically know which products and territories it refers to although presumably the main products and the U.S. It looks like it is constructed to be a win-win - faster growth for $CELH incentivized by more margin for $PEP. That said we don't really know unless we see the actual specifics. So imo a neutral reaction by the market would be the rational reaction unless this new additional agreement was forced by"  
[X Link](https://x.com/Hypertonx/status/1773019794800886210)  2024-03-27T16:10Z [---] followers, [---] engagements


"It's going to be news items like this for years $CELH Breaking: @CelsiusOfficial is going to Australia and New Zealand $CELH https://t.co/TlC2qBzCZJ Breaking: @CelsiusOfficial is going to Australia and New Zealand $CELH https://t.co/TlC2qBzCZJ"  
[X Link](https://x.com/Hypertonx/status/1773021694677991686)  2024-03-27T16:18Z [---] followers, [---] engagements


"@Aureliusltd28 $SMCI $AL $MPC"  
[X Link](https://x.com/Hypertonx/status/1773861834224755175)  2024-03-29T23:56Z [---] followers, [---] engagements


"Look at $MPC - this thing is such a beast And $PBF over $60 - about time"  
[X Link](https://x.com/Hypertonx/status/1775879388891906420)  2024-04-04T13:33Z [---] followers, [---] engagements


"Too many ideas not enough money Added $HIMS and $META today - Not enough money in refiners - best of the lot was $MPC and $PBF tho relative valuations have changed around and I haven't revisited Action in PGMs is interesting as well Zero exposure to financials -"  
[X Link](https://x.com/Hypertonx/status/1775922519741976628)  2024-04-04T16:24Z [---] followers, [---] engagements


"I keep thinking about this image and wondering if this is going to matter - is it this simple $MSFT and $META are equal $GOOGL $GOOGL has TAU so you have to mentally adjust compute I keep thinking about this because IMO there is a reasonable chance we are still in early hype"  
[X Link](https://x.com/Hypertonx/status/1775924052068036856)  2024-04-04T16:31Z [---] followers, [---] engagements


"Lot's of fear out there - I like it Was wondering what $CELH looks like here adjusting TTM P/S for Q1 [--] - my estimate is likely a TTM P/S of 11.7x at this point Will post excellent numbers in Q1 As for the comp with $MNST when they were consistently growing 13% per annum (say 2015-2019) their P/S averaged roughly 9x - with lows of 8x and a high of just less than 12x. In this context $CELH looks pretty good - after all their growth is likely to be significantly greater than 13% per annum"  
[X Link](https://x.com/Hypertonx/status/1779959536431902835)  2024-04-15T19:46Z [---] followers, [---] engagements


"@Only_Borrowed @YellowLabLife Nice shirt - I have one of those"  
[X Link](https://x.com/Hypertonx/status/1779960444817375510)  2024-04-15T19:50Z [---] followers, [--] engagements


"Llama 400B+ is a reason to be long $META stock imo Congrats to @AIatMeta on Llama [--] release 🎉 https://t.co/fSw615zE8S Notes: Releasing 8B and 70B (both base and finetuned) models strong-performing in their model class (but we'll see when the rankings come in @ @lmsysorg :)) 400B is still training but already encroaching Congrats to @AIatMeta on Llama [--] release 🎉 https://t.co/fSw615zE8S Notes: Releasing 8B and 70B (both base and finetuned) models strong-performing in their model class (but we'll see when the rankings come in @ @lmsysorg :)) 400B is still training but already encroaching"  
[X Link](https://x.com/Hypertonx/status/1781030418755584440)  2024-04-18T18:41Z [---] followers, [---] engagements


"Zuckerberg is in control at $META and seems to have a handle on things. $GOOG $GOOGL by contrast is a total shit show. $GOOG hired the people who protested at their own job.wearing masks.saying Google was committing genocide The many layers of stupidity are troubling What if $META is the real AI play over $GOOGL 🤔 We always talk about Gemini since its in our daily lives with Google Search but if Llama [--] is better & if MetaAI becomes more useful in apps like WhatsApp ofer pure google search + that sweet dividend I do think $META https://t.co/2jvk6sAgiG What if $META is the real AI play over"  
[X Link](https://x.com/Hypertonx/status/1781073068888043726)  2024-04-18T21:31Z [---] followers, [---] engagements


"This may yet become the theme 🫡 $GOOG $GOOGL You see $GOOGL dominated by wokeness I see ample cost-cutting potential. We are not the same. You see $GOOGL dominated by wokeness I see ample cost-cutting potential. We are not the same"  
[X Link](https://x.com/Hypertonx/status/1783601383452639640)  2024-04-25T20:58Z [---] followers, [---] engagements


"Everyone is taking the shelter inflation numbers at face value while they were basically baked in [--] months ago and it is technically more accurate to say that inflation was understated last year This slow flow through of shelter inflation means we are not getting headline inflation numbers below 3% anytime soon imo Shelter is 1/3 of CPI - and it takes a lag of probably between [--] and [--] quarters for a change in housing prices to be reflected within it So shelter is providing a strong base in the headline CPI numbers imo it is likely that typical variations in energy and food will continue to"  
[X Link](https://x.com/Hypertonx/status/1785451158640926736)  2024-04-30T23:28Z [---] followers, [---] engagements


"The monetary mystics out in force 🧙 This moment is interesting because if you want to call this QE you are basically taking the MMT position on fiscal debt which. yea I'm not going to take IMO QE is creating reserves at the central bank to buy treasury bonds. in MMT land treasury bonds are also "reserves" which allows you to collapse the analogy of the central bank and the treasury into one entity in your analysis Fundamentally however they are not - due to foreign exchange markets interfacing with the currency Anyway heres the script: if the Yellen is doing QE you're taking the MMT"  
[X Link](https://x.com/Hypertonx/status/1785692415375839386)  2024-05-01T15:27Z [---] followers, [---] engagements


"Looks like $SMLP is starting to be viewed as a going concern. no position $SMLP - a modest speculative position for me the idea is that eventually they lower their debt load and achieve scale in one of their basins causing a major re-rating. Share price - $19-$20 FCF in Q3: $3/share -- $12/share annualized. $SMLP - a modest speculative position for me the idea is that eventually they lower their debt load and achieve scale in one of their basins causing a major re-rating. Share price - $19-$20 FCF in Q3: $3/share -- $12/share annualized"  
[X Link](https://x.com/Hypertonx/status/1786399884448305413)  2024-05-03T14:18Z [---] followers, [---] engagements


"Management puts mid-cycle earnings at between $1 and $1.5 billion in EBITDA but believe they will continue to earn above mid-cycle Honestly so much depends on how cracks "normalize" - I believe we will remain in an elevated crack environment and think it terms of EBIT per bbl production. I think the days of them only earning $2/bbl are over and think they earn quite a bit more than that per bbl over time"  
[X Link](https://x.com/Hypertonx/status/1787219041255395600)  2024-05-05T20:33Z [---] followers, [--] engagements


"@KennyAck5 Largely because of globally constrained refining capacity"  
[X Link](https://x.com/Hypertonx/status/1787229554756534543)  2024-05-05T21:15Z [---] followers, [--] engagements


"@PravinKayCee Agree with @DWincheste24889. They issued shares to executives in the q - usually stuff like this happens Q1 Cash flow statement indicates that they spent some 116m on buybacks before they changed their liquidity strategy Net shares outstanding increased marginally on net"  
[X Link](https://x.com/Hypertonx/status/1787511079418957927)  2024-05-06T15:53Z [---] followers, [--] engagements


"Disappointing top line results at $CELH offset by the fact that they would have grown 60% y/o/y if you feel it appropriate to adj. out the Q1 [----] and Q1 [----] inventory impacts from $PEP The strong growth in older channels is impressive though - the out of the gate market share in Canada is impressive to me. Gross margin also solid. Market will be negative on shares since all that matters is top line - between the lines its less bearish Waiting for conference call"  
[X Link](https://x.com/Hypertonx/status/1787795728120648077)  2024-05-07T10:44Z [---] followers, [---] engagements


"@DataDInvesting Short run overshoot on the upside probably long term this thing is definitely likely to be a $20+ stock That said $HIMS has been too cheap for a while One man's opinion"  
[X Link](https://x.com/Hypertonx/status/1792563635295789540)  2024-05-20T14:30Z [---] followers, [---] engagements


"@calvinfroedge Got back from vacation Monday it appears I lost my subscription - what's my next move"  
[X Link](https://x.com/Hypertonx/status/1793287806048932303)  2024-05-22T14:28Z [---] followers, [--] engagements


"@IsabellaMWeber I mean to be fair this is theatre at the expense of a strategic asset - there ultimately is a shortage of refining capacity particularly in the NE and no will to build more. Good industrial policy would encourage the right level of refining capacity imo"  
[X Link](https://x.com/Hypertonx/status/1793290419419148538)  2024-05-22T14:38Z [---] followers, [--] engagements


"Found a large corp in one of my favorite sectors It did $2.1 billion in revenue TTM last quarter growing 90% It trades at a 12.5x sales - with 22% profit margins A trailing PEG of [----] Hard to believe things like this are still available in this market Position reveal tbd"  
[X Link](https://x.com/Hypertonx/status/1793344399243350328)  2024-05-22T18:13Z [---] followers, [---] engagements


"@NewLowObserver @InvestorAmnesia You mean the debt is from WWI - the US did jack all during the Spanish flu"  
[X Link](https://x.com/Hypertonx/status/1793344834414981444)  2024-05-22T18:15Z [---] followers, [--] engagements


"Mystery position = $APP Reminds me of when $ROKU traded at $33 and their platform business was about to cause a massive acceleration of top line More on $APP later particularly if shares continuing to trade at these levels Swapping a bit of $HIMS for mystery position #3 which is in digital advertising Basically agree with this old tweet with the caveat that technically I also apparently love marketing companies in their growth phase and energy drinks companies 😂 Swapping a bit of $HIMS for mystery position #3 which is in digital advertising Basically agree with this old tweet with the caveat"  
[X Link](https://x.com/Hypertonx/status/1795488047758450891)  2024-05-28T16:11Z [---] followers, [---] engagements


"@smoove_ro $APP is better here - haven't sold much of my $HIMS though"  
[X Link](https://x.com/Hypertonx/status/1796237428098793503)  2024-05-30T17:49Z [---] followers, [---] engagements


"$CELH said one week read was 12.1% market share - quite a bit higher than the 10.8% share figure which started the sell off 🤔 https://event.webcasts.com/viewer/event.jspei=1667249&tp_key=5887fbfc79 https://event.webcasts.com/viewer/event.jspei=1667249&tp_key=5887fbfc79"  
[X Link](https://x.com/Hypertonx/status/1798105204254031991)  2024-06-04T21:31Z [---] followers, [---] engagements


"@Govikings69 And this is before taking into account growth rates"  
[X Link](https://x.com/Hypertonx/status/1800546170219229222)  2024-06-11T15:10Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing