#  @Kacper_PK_CH Kacper Piotr Kaminski Kacper Piotr Kaminski posts on X about breakout, level, trade, longterm the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1201803781530423296/interactions)  - [--] Week [-------] +27% - [--] Month [---------] -2.60% - [--] Months [---------] +411% - [--] Year [----------] +610% ### Mentions: [---] [#](/creator/twitter::1201803781530423296/posts_active)  - [--] Week [---] -5.70% - [--] Month [-----] +47% - [--] Months [-----] +150% - [--] Year [-----] +126% ### Followers: [------] [#](/creator/twitter::1201803781530423296/followers)  - [--] Week [------] +3% - [--] Month [------] +24% - [--] Months [------] +311% - [--] Year [------] +607% ### CreatorRank: [-------] [#](/creator/twitter::1201803781530423296/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 41.49% [stocks](/list/stocks) 38.38% [countries](/list/countries) 15.56% [cryptocurrencies](/list/cryptocurrencies) 13.9% [currencies](/list/currencies) 9.75% [exchanges](/list/exchanges) 1.04% [automotive brands](/list/automotive-brands) 0.62% [technology brands](/list/technology-brands) 0.62% [travel destinations](/list/travel-destinations) 0.62% [financial services](/list/financial-services) 0.21% **Social topic influence** [breakout](/topic/breakout) #483, [level](/topic/level) 7.26%, [trade](/topic/trade) #1828, [longterm](/topic/longterm) #38, [target](/topic/target) #1086, [platinum](/topic/platinum) #1193, [in the](/topic/in-the) 5.39%, [money](/topic/money) 5.19%, [silver](/topic/silver) #3396, [gold](/topic/gold) 4.98% **Top accounts mentioned or mentioned by** [@marketsgonewild](/creator/undefined) [@worldindeepshit](/creator/undefined) [@somecuriousgirl](/creator/undefined) [@peterlbrandt](/creator/undefined) [@stzwsup](/creator/undefined) [@rickpoyton21500](/creator/undefined) [@grok](/creator/undefined) [@udiamondballs](/creator/undefined) [@ardenit277930](/creator/undefined) [@joshuabarzon](/creator/undefined) [@rafa201234](/creator/undefined) [@joshyoung](/creator/undefined) [@omgzp](/creator/undefined) [@happyfisherman3](/creator/undefined) [@t3_rm](/creator/undefined) [@davidke73483404](/creator/undefined) [@capnmike](/creator/undefined) [@theglinchpin](/creator/undefined) [@b7bckfn2pv](/creator/undefined) [@mindcriticalthe](/creator/undefined) **Top assets mentioned** [Mosaic Co (MOS)](/topic/$mos) [Devon Energy Corp (DVN)](/topic/$dvn) [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [NextEra Energy Inc (NEE)](/topic/$nee) [Planet Labs PBC (PL)](/topic/$pl) [BP p.l.c. (BP)](/topic/$bp) [Convex Finance (CVX)](/topic/$cvx) [Borr Drilling Limited (BORR)](/topic/$borr) [Kingsoft Cloud Holdings Limited (KC)](/topic/$kc) [Exxon Mobil (XOM)](/topic/$xom) [Cameco Corporation (CCJ)](/topic/$ccj) [Shoulder Innovations, Inc. (SI)](/topic/$si) [PolkaBridge (PBR)](/topic/$pbr) [Caduceus Protocol (CAD)](/topic/$cad) [BHP Group Limited (BHP)](/topic/$bhp) [Royal Gold Inc (RGLD)](/topic/$rgld) [Magna International (MGA)](/topic/$mga) [SPINDLE (SPD)](/topic/$spd) [Ameren, Corp. (AEE)](/topic/$aee) [Smooth Love Potion (SLP)](/topic/$slp) [Teck Resources Limited (TECK)](/topic/$teck) [NovaGold Resources Inc. (NG)](/topic/$ng) [Canton (CC)](/topic/$cc) [Centene Corp (CNC)](/topic/$cnc) ### Top Social Posts Top posts by engagements in the last [--] hours "ENERGIES Oil & gas equities are breaking out across the board but oil itself has not fully joined the party yet. Some managed money is moving back in but nothing like we've seen before. SHORT-TERM TREND CHANGES SINCE LAST WEEK NONE MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NATURAL GAS UNITED STATES: uptrend 🟩 ➝ sideways 🟨 COT CHANGES SINCE LAST WEEK CRUDE OIL UNITED STATES: positive 🟩 ➝ neutral 🟨 Medium-Term Trend: past [--] months Short-Term Trend: past [--] weeks $CL $USO $NG $XLE $COAL Highlight for the week shown below. 👇 https://t.co/dJgBInuENT https://t.co/dJgBInuENT" [X Link](https://x.com/Kacper_PK_CH/status/2020598404309569974) 2026-02-08T20:39Z 13.8K followers, [----] engagements "@DavidKe73483404 @marketsgonewild $LGO thoughts" [X Link](https://x.com/Kacper_PK_CH/status/2019872803848065367) 2026-02-06T20:36Z 13.8K followers, [---] engagements "$DVN - Devon Energy LTH (Long-Term Hold) Now almost at $45. I'll be trimming options along the way but don't plan to touch the core position not until target of $54 at least. Earnings in [--] days we may get some volatility around that time. $DVN - Devon Energy LTH (Long-Term Hold) Setting up for a close above our target. One would normally say its short-term overbought and may pull back. Anything can happen of course but the relative strength during the last oil selloff suggests to me that it wants to push https://t.co/ebE23L2Za8 $DVN - Devon Energy LTH (Long-Term Hold) Setting up for a close" [X Link](https://x.com/Kacper_PK_CH/status/2021645014187786664) 2026-02-11T17:58Z 13.8K followers, [----] engagements "Platinum holding $2000 has to settle down now. $PL $PPLT" [X Link](https://x.com/Kacper_PK_CH/status/2020596787116175424) 2026-02-08T20:33Z 13.8K followers, [----] engagements "Silver - we'll just have to wait for the new structure to form and see where we find the balance between sellers and buyers. Watching the zone around $70 on the downside and $83.50$85.00 on the upside. Range is narrowing. Silver - volatility for the history books. Yet it closed last week over $70 which is higher than we traded for most of December [----]. $SI $SLV $PSLV https://t.co/wQ4BJV8qZp Silver - volatility for the history books. Yet it closed last week over $70 which is higher than we traded for most of December [----]. $SI $SLV $PSLV https://t.co/wQ4BJV8qZp" [X Link](https://x.com/Kacper_PK_CH/status/2022029135653343624) 2026-02-12T19:24Z 13.8K followers, [----] engagements "$CCJ - Cameco And of course for anyone following the uranium space we have Cameco earnings next week on Friday February [--] [----] before the market open. I'll tune in" [X Link](https://x.com/Kacper_PK_CH/status/2020228329198997738) 2026-02-07T20:09Z 13.8K followers, [----] engagements "Covering Equities Forex Metals Energy Treasuries and Agriculture "Don't try to buy at the bottom and sell at the top. It can't be done except by liars." Bernard Mannes Baruch (1957). Baruch: My http://x.com/i/article/2020528222975225857 http://x.com/i/article/2020528222975225857" [X Link](https://x.com/Kacper_PK_CH/status/2020567614620102757) 2026-02-08T18:37Z 13.8K followers, 24.5K engagements "$150 uranium eventually but in [--] years how many will stick and trade it I know one person. Location location location🏘 Spot #Uranium pricing today from #Nuclear fuel brokers @UraniumMarkets highlights rising premium for February delivery to ConverDyn in the #USA📈 with Spot sellers asking $88.00🧀🐭 $87.50 to Orano #France and $87.00 to Cameco #Canada💲⚛⛏🤠🐂 https://t.co/435bAzxg7P Location location location🏘 Spot #Uranium pricing today from #Nuclear fuel brokers @UraniumMarkets highlights rising premium for February delivery to ConverDyn in the #USA📈 with Spot sellers asking $88.00🧀🐭" [X Link](https://x.com/Kacper_PK_CH/status/2021347644124316071) 2026-02-10T22:16Z 13.8K followers, [----] engagements "$MOS Mosaic LTH (Long-Term Hold) Pulling back today may retest that late mini-breakout. I like to trade on top of the core position when we hold key zones and the EMA isn't broken. Hunting now. $MOS Mosaic LTH (Long-Term Hold) Another push higher. Now if we hold there is really no resistance until $38. https://t.co/Jxxop2zSf1 $MOS Mosaic LTH (Long-Term Hold) Another push higher. Now if we hold there is really no resistance until $38. https://t.co/Jxxop2zSf1" [X Link](https://x.com/Kacper_PK_CH/status/2022024617792319866) 2026-02-12T19:06Z 13.8K followers, [----] engagements "Many sectors are trending down now so I'll be patient. Nothing is particularly cheap now. What has woken up is energy so I narrowed it down to last year $BORR $RIG and $VAL but these have already run a lot. I played $XOM $CVX and $DVN breakouts. I do want options on the names I trade. https://twitter.com/i/web/status/2022230196321964403 https://twitter.com/i/web/status/2022230196321964403" [X Link](https://x.com/Kacper_PK_CH/status/2022230196321964403) 2026-02-13T08:43Z 13.8K followers, [---] engagements "@worldindeepshit There is time to slow down when markets are struggling and not trending and it's now. That's for US some EM like $EWZ - Brazil are doing very well now. We'll see how far it'll go" [X Link](https://x.com/Kacper_PK_CH/status/2022235379194335415) 2026-02-13T09:04Z 13.8K followers, [---] engagements "@mindcriticalthe Well I personally build exposure with shares and ITM leaps. :) here I just play to top with small portion of my max for any position" [X Link](https://x.com/Kacper_PK_CH/status/2022368162885312803) 2026-02-13T17:51Z 13.8K followers, [--] engagements "Liquidity Forex Allocation Update - February [--] [----] - 27.5% $USD (10% $TUA 1-3 Month T-Bills) - 35% $CHF - 10% $AUD - 5% $JPY - 22.5% Gold Or without gold roughly: - 35.0% $USD (15% $TUA 1-3 Month T-Bills) - 45.0% $CHF - 12.5% $AUD - 7.5% $JPY Adding 5% long $JPY. Close 21EMA on daily chart. https://t.co/o67wWg4hpP Adding 5% long $JPY. Close 21EMA on daily chart. https://t.co/o67wWg4hpP" [X Link](https://x.com/Kacper_PK_CH/status/2022421701854924925) 2026-02-13T21:24Z 13.8K followers, [----] engagements "$SBSW - Sibanye Finding support where it needs to. We've been riding that roller coaster since mid-last year and took the last options off around $18. Now I'm trading it but with small size and mostly for fun. @Robertmeiday $SBSW hit its previous cycle high and retraced. $15.50 is the potential next support here. 🙂 https://t.co/jTxuzLSJs7 @Robertmeiday $SBSW hit its previous cycle high and retraced. $15.50 is the potential next support here. 🙂 https://t.co/jTxuzLSJs7" [X Link](https://x.com/Kacper_PK_CH/status/2019872110668403186) 2026-02-06T20:33Z 13.8K followers, [----] engagements "U.S. Consumer Price Index (CPI) today. Of course markets can react positively or negatively to any data print but typically inflation coming in below expectations (or at least reported that way) is supportive for equities. This is often not the case with jobs data for example" [X Link](https://x.com/Kacper_PK_CH/status/2022224709509886450) 2026-02-13T08:21Z 13.8K followers, [----] engagements "@worldindeepshit I'm playing ags now via $MOS and $NTR let's see if they are about to run or we'll have to wait till the whole market starts trending" [X Link](https://x.com/Kacper_PK_CH/status/2022230601399714268) 2026-02-13T08:45Z 13.8K followers, [---] engagements "$MOS - Mosaic LTH (Long-Term Hold) + Trade Picked up some June 35C not a lot no need to rush may base here for some time. $MOS Mosaic LTH (Long-Term Hold) Pulling back today may retest that late mini-breakout. I like to trade on top of the core position when we hold key zones and the EMA isn't broken. Hunting now. https://t.co/2tHAPiWGni $MOS Mosaic LTH (Long-Term Hold) Pulling back today may retest that late mini-breakout. I like to trade on top of the core position when we hold key zones and the EMA isn't broken. Hunting now. https://t.co/2tHAPiWGni" [X Link](https://x.com/Kacper_PK_CH/status/2022362489258672136) 2026-02-13T17:29Z 13.8K followers, [----] engagements "US Government 2-Year Bond Yield Finally breaking down though I'd love a larger move. Increased to half position now. It could snap back but if it retests and holds I will add to full. If it just keeps going so be it. Trading via $TUA ETF. US Government 2-Year Bond Yield Down again today just waiting to break. I've got a 1/3 position now it needs confirmation to add full maybe tomorrow with CPI. Trading via $TUA ETF. https://t.co/vxx89CXf6H US Government 2-Year Bond Yield Down again today just waiting to break. I've got a 1/3 position now it needs confirmation to add full maybe tomorrow with" [X Link](https://x.com/Kacper_PK_CH/status/2022416948370485504) 2026-02-13T21:05Z 13.8K followers, [----] engagements "When you genuinely accept the risks you will be at peace with any outcome. When youre at peace with any outcome you will experience a carefree objective state of mind where you make yourself available to perceive and act upon whatever the market is offering you." Mark Douglas Trading in the Zone: Master the Market with Confidence Discipline and a Winning Attitude [----] https://twitter.com/i/web/status/2022598001584165032 https://twitter.com/i/web/status/2022598001584165032" [X Link](https://x.com/Kacper_PK_CH/status/2022598001584165032) 2026-02-14T09:05Z 13.8K followers, [---] engagements "$DVN - Devon Energy LTH (Long-Term Hold) Earnings in [--] days Tuesday after close. Itll be the first after announcing the merger with Coterra Energy. $DVN - Devon Energy LTH (Long-Term Hold) Now almost at $45. I'll be trimming options along the way but don't plan to touch the core position not until target of $54 at least. Earnings in [--] days we may get some volatility around that time. https://t.co/OwI2VIaeLP $DVN - Devon Energy LTH (Long-Term Hold) Now almost at $45. I'll be trimming options along the way but don't plan to touch the core position not until target of $54 at least. Earnings in 6" [X Link](https://x.com/Kacper_PK_CH/status/2022600833850835155) 2026-02-14T09:16Z 13.8K followers, [----] engagements "Tin - Repricing Continues Just amazing we're now at [----] highs If you're interested in a deep dive into the companies see the cited post below. Producers (majority revenue from tin): Alphamin Resources $AFM (TSXV) Materials Andrada Mining $ATM (LSE AIM) Materials Metals X $MLX (ASX) Materials Malaysia Smelting Corporation $5916 (Bursa Malaysia) PT Timah $TINS (IDX) Minsur S.A. $MINSURI1 (BVL) Yunnan Tin Company $000960 (SZSE) Developers / Explorers: Cornish Metals $CUSN (LSE AIM TSXV) First Tin $1SN (LSE) Elementos Limited $ELT (ASX) Stellar Resources $SRZ (ASX) TinOne Resources" [X Link](https://x.com/Kacper_PK_CH/status/2011065704141730141) 2026-01-13T13:20Z 13.8K followers, [----] engagements "$BORR - Borr Drilling LTH (Long-Term Hold) Finally broke out above the $4.15 zone pulled back on lower volume retested and went. Back in full position now. bought back the 3/10 I sold earlier at $4.22. That's just how I play it of course there are many other systems. Also set stops for that 3/10. $BORR - Borr Drilling long-term hold LTH Another push higher this time over $4.15 important level. Let's settle over it first it'd set us for the next move. 7/10 position left. https://t.co/zbVxXEzVbJ $BORR - Borr Drilling long-term hold LTH Another push higher this time over $4.15 important level." [X Link](https://x.com/Kacper_PK_CH/status/2013995330946089467) 2026-01-21T15:21Z 13.8K followers, [----] engagements "$NUE - Nucor steel is up enough said. Earnings tomorrow. $NUE - Nucor Largest steel producer in North America. Just reported earnings: slight beat and more buybacks. And oh dear they've repurchased a lot of stock in the last [--] years explaining share price performance. It'll be interesting to see how it performs in reflation. For https://t.co/IWwubw1gRT $NUE - Nucor Largest steel producer in North America. Just reported earnings: slight beat and more buybacks. And oh dear they've repurchased a lot of stock in the last [--] years explaining share price performance. It'll be interesting to see how" [X Link](https://x.com/Kacper_PK_CH/status/2015380898175222253) 2026-01-25T11:07Z 13.8K followers, [----] engagements "$OXY - Occidental Petroleum I'm interested for the first time since [----]. We now have a wide breakout range here around $45$49.50 so execution would be a bit nuanced. It could play out as it sometimes does: we run toward the upper level of resistance then see who wins: buyers or sellers. I like the $50C for April and May or the September $55C. https://twitter.com/i/web/status/2016978576164475157 https://twitter.com/i/web/status/2016978576164475157" [X Link](https://x.com/Kacper_PK_CH/status/2016978576164475157) 2026-01-29T20:55Z 13.8K followers, [----] engagements "$MOS Mosaic LTH (Long-Term Hold) There is a core position and there is trading on top of it. For the core we have shares + ITM Jan [----] $20 calls. Now we're also setting up for a $29.20 break. If it pushes over I'll trade it too. $MOS - Mosaic LTH (Long-Term Hold) We just touched the $29.20 level; let's see if we can break it soon. 🙂 If we do $32.50 is the next stop. No changes in outright shares or options - holding. https://t.co/ZA9aHEoP4r $MOS - Mosaic LTH (Long-Term Hold) We just touched the $29.20 level; let's see if we can break it soon. 🙂 If we do $32.50 is the next stop. No changes" [X Link](https://x.com/Kacper_PK_CH/status/2019162778288930889) 2026-02-04T21:34Z 13.8K followers, [----] engagements "$CVX - Chevron LTH (Long-Term Hold) / trade Well I wanted to add options on weakness but there is none. I'm in shares enjoying the ride. It will pull back at some point so I'm keeping dry powder ready. $CVX like we talked about it pulled back after the Iran news resolved (or did it). In any case it's not yet where I typically buy options. These can fall more than they should when people panic but that's not the situation here. I'm in common shares for now; perhaps I'll https://t.co/cm7V3BY7W0 $CVX like we talked about it pulled back after the Iran news resolved (or did it). In any case it's" [X Link](https://x.com/Kacper_PK_CH/status/2020895904769941547) 2026-02-09T16:21Z 13.8K followers, [----] engagements "$CCL - Carnival Spreads right lLower risk but guess what lower reward. 😀 In any case spreads were sold +15% and now I got some April $37 calls for $1.30 IV 45%. $CCL - breaking over resistance. [----] gap close is around $40. https://t.co/kRGyVnlOtn $CCL - breaking over resistance. [----] gap close is around $40. https://t.co/kRGyVnlOtn" [X Link](https://x.com/Kacper_PK_CH/status/2020904289019773405) 2026-02-09T16:55Z 13.8K followers, [----] engagements "@L1763559L @WSBGold That's true But also I pay like [--] francs (around [--] dollars) here for a [---] g steak in a decent restaurant. I'll never understand it. I'm a farmer and own farms we sell it for maybe [--] franc per kg. All the people in between have to get paid I guess" [X Link](https://x.com/Kacper_PK_CH/status/2020951186464219392) 2026-02-09T20:01Z 13.8K followers, [--] engagements "$JPY Japanese Yen long. Perhaps we can reach [---] to the US dollar $USD. Time will tell. Long JPY when a trade works I dont close it I want to press it. Looking for 10% account exposure. We can always move to breakeven and enjoy the ride. Nothing is more liquid than forex. https://t.co/g2Otyjulei Long JPY when a trade works I dont close it I want to press it. Looking for 10% account exposure. We can always move to breakeven and enjoy the ride. Nothing is more liquid than forex. https://t.co/g2Otyjulei" [X Link](https://x.com/Kacper_PK_CH/status/2021536554758320468) 2026-02-11T10:47Z 13.8K followers, [----] engagements "$CNC - Canada Nickel Company LTH (Long-Term Hold) Pullback on declining volume forming new support at the previous breakout zone. It's a long for me so I hold but if I didn't this is the setup I'd be looking for in trading. $CNC - Canada Nickel Company LTH (Long-Term Hold) Again massive volume. Once it broke out it took no prisoners. This won't last long of course but I think many can now see what I saw. It'll be volatile in fact I already experienced a -30% drawdown for a few weeks in https://t.co/1iAnKRYFIA $CNC - Canada Nickel Company LTH (Long-Term Hold) Again massive volume. Once it" [X Link](https://x.com/Kacper_PK_CH/status/2021641787690078700) 2026-02-11T17:45Z 13.8K followers, [----] engagements "$D - Dominion Energy. Nice breakout. Quite a low volume let's see where we close the week. $D - Dominion Energy Breakout here. These are pretty much the only setups I go for this year. https://t.co/MKliJn3VzV $D - Dominion Energy Breakout here. These are pretty much the only setups I go for this year. https://t.co/MKliJn3VzV" [X Link](https://x.com/Kacper_PK_CH/status/2021648704793718810) 2026-02-11T18:13Z 13.8K followers, [----] engagements "$AIEQ - AI Powered Equity ETF Ive been using AI for financial analysis screening and trading signals pretty much since it was possible and I gotta say its improving almost every month. Have to filter it but less and less the pace of advancement is hard to deny. Still there arent many genuinely AI-powered ETFs out there but they're coming. I'm curious about their performance as adoption grows. Eventually we may see markets where one AI trades largely against other AIs. Its already estimated that roughly 90% of hedge funds use it in some form today. So the real question isnt whether it will" [X Link](https://x.com/Kacper_PK_CH/status/2022061244761665954) 2026-02-12T21:32Z 13.8K followers, [----] engagements "$NEE - NextEra Energy Rolled the last few to June 105C free ride now with part of the profits. $NEE - NextEra Energy Approaching my target. At that point I'll be almost fully out since it was just a trade. https://t.co/99IYXyivWK $NEE - NextEra Energy Approaching my target. At that point I'll be almost fully out since it was just a trade. https://t.co/99IYXyivWK" [X Link](https://x.com/Kacper_PK_CH/status/2022360996711416187) 2026-02-13T17:23Z 13.8K followers, [----] engagements "@KobeissiLetter There is one exception yields are falling in Switzerland. Difference Balanced budget" [X Link](https://x.com/anyuser/status/1962639580697387503) 2025-09-01T22:11Z 13.8K followers, [----] engagements "Nickel the quiet setup update - Thread 🧵p.1 We'll go through best equities and their charts. All eyes are on precious metals. Its understandable: gold and silver just had their best 2-year run in decades. But to win big in commodities you need to target whats ignored. First in my series of forgotten ones well cover how to play it and the key nickel equities. Assembled by AI analyst it's improving - less mistakes and no hallucinations. High-exposure Producers $INCO Vale Indonesia Indonesia $NIC Nickel Industries Australia/Indonesia $GMKN Norilsk Nickel Russia $3833.HK Xinjiang Xinxin China" [X Link](https://x.com/anyuser/status/1982490596460867666) 2025-10-26T16:52Z 13.8K followers, 90.5K engagements "Right in my expertise. I'll soon go through all agricultural companies. Including $FMC $CTVA $NTR $MOS $CF $IPI $DE and more in emerging/sustainable ag plays. $FMC Nobody likes -80% https://t.co/19rDxUFT8s $FMC Nobody likes -80% https://t.co/19rDxUFT8s" [X Link](https://x.com/anyuser/status/1982509470942171342) 2025-10-26T18:07Z 13.8K followers, 20.2K engagements "Agriculture Deep Dive Fertilizers - Part [--] 🧵 $MOS The Mosaic Company Phosphate Potash United States Truly global company with multiple production sites in USA Canada and Brazil - all agricultural giants. Great play for the next cycle. It has sold off ahead of earnings scheduled in [--] days. Of course not what existing shareholders like to hear believe me I'm one of them but it needs to be said: it offers potential buying opportunity for new investors. As with everything to go big I need a trend change or stupidly cheap assets. This may take a while; it's certainly not a race. I'll be actively" [X Link](https://x.com/anyuser/status/1985072532844839160) 2025-11-02T19:52Z 13.8K followers, 18.1K engagements "@ChristianHeiens No need to imagine it happened after 1929" [X Link](https://x.com/anyuser/status/1987439440839541204) 2025-11-09T08:37Z 13.8K followers, 21.2K engagements "Oil Equities - Buying the Hate These are my positions below. $XOM $PBR $EQNR $TTE $IPCO (larger ones); $VAL $BORR $RIG (drillers); $GPRK $PXT (smaller ones). Of course being invested doesn't mean I've added them last week I've been accumulating for a while now; every entry is different and depends on value. I currently hold close to 10% of my long-term investment account in this sector hoping to increase to 20% if I get that chance. Oil - Bottoming Process If you want a reliable signal for how the real economy is actually doing look at oil. Certain sectors may be booming like AI or" [X Link](https://x.com/Kacper_PK_CH/status/1998892609549345076) 2025-12-10T23:08Z 13.8K followers, 33.1K engagements "$MOS Mosaic LTH (Long-Term Hold) Its just coiling here for the next move. If we break $29.20 I will trade on top of the core position. $MOS Mosaic LTH (Long-Term Hold) There is a core position and there is trading on top of it. For the core we have shares + ITM Jan [----] $20 calls. Now we're also setting up for a $29.20 break. If it pushes over I'll trade it too. https://t.co/6GUcUGlHTa $MOS Mosaic LTH (Long-Term Hold) There is a core position and there is trading on top of it. For the core we have shares + ITM Jan [----] $20 calls. Now we're also setting up for a $29.20 break. If it pushes over" [X Link](https://x.com/Kacper_PK_CH/status/2019823780399575503) 2026-02-06T17:21Z 13.8K followers, 12.5K engagements "Silver - volatility for the history books. Yet it closed last week over $70 which is higher than we traded for most of December [----]. $SI $SLV $PSLV" [X Link](https://x.com/Kacper_PK_CH/status/2020596782523372022) 2026-02-08T20:33Z 13.8K followers, 10.1K engagements "Adding 5% long $JPY. Close 21EMA on daily chart. Liquidity Forex Allocation Update - February [--] [----] The dollar started the week below support so I adjusted accordingly. A $JPY long also looks interesting here; we may add it once a trend shift is confirmed. More in subsequent posts below. - 30% $USD (1-3 Month T-Bills) - Liquidity Forex Allocation Update - February [--] [----] The dollar started the week below support so I adjusted accordingly. A $JPY long also looks interesting here; we may add it once a trend shift is confirmed. More in subsequent posts below. - 30% $USD (1-3 Month T-Bills) -" [X Link](https://x.com/Kacper_PK_CH/status/2021141452902801640) 2026-02-10T08:37Z 13.8K followers, [----] engagements "$D - Dominion Energy Breakout here. These are pretty much the only setups I go for this year" [X Link](https://x.com/Kacper_PK_CH/status/2021336146589192234) 2026-02-10T21:31Z 13.8K followers, [----] engagements "$VZLA - Vizsla Silver Someone got more than $600K of 7.5C yesterday for Dec [----]. Would love to meet that person" [X Link](https://x.com/Kacper_PK_CH/status/2021960223611924679) 2026-02-12T14:50Z 13.8K followers, [----] engagements "US Government 2-Year Bond Yield Down again today just waiting to break. I've got a 1/3 position now it needs confirmation to add full maybe tomorrow with CPI. Trading via $TUA ETF. US Government 2-Year Bond Yield I think we're ready to head lower here and initiate a long 2-year bonds trade. There are futures and ETFs available. I have my favorite more details in the post below. https://t.co/MMsdUlKr4B US Government 2-Year Bond Yield I think we're ready to head lower here and initiate a long 2-year bonds trade. There are futures and ETFs available. I have my favorite more details in the post" [X Link](https://x.com/Kacper_PK_CH/status/2022026908926718063) 2026-02-12T19:15Z 13.8K followers, [----] engagements "$CCJ - Cameco Q4 [----] Results Conference Call in a few hours. Start at 8:00 a.m. Eastern time. $CCJ - Cameco And of course for anyone following the uranium space we have Cameco earnings next week on Friday February [--] [----] before the market open. I'll tune in. https://t.co/SHft537TJQ $CCJ - Cameco And of course for anyone following the uranium space we have Cameco earnings next week on Friday February [--] [----] before the market open. I'll tune in. https://t.co/SHft537TJQ" [X Link](https://x.com/Kacper_PK_CH/status/2022209060788220241) 2026-02-13T07:19Z 13.8K followers, [----] engagements "Eurozone trade balance rises to +12.6B. It really only turns negative during periods of high oil and gas prices (20052009 [--------] 20222023). This affects $EUR strength but it's particularly important against $USD after the shale revolution when the US rapidly became the worlds largest oil producer. Such is the energy markets influence on forex not the only factor but so massive it can move mountains. https://twitter.com/i/web/status/2022261864122462303 https://twitter.com/i/web/status/2022261864122462303" [X Link](https://x.com/Kacper_PK_CH/status/2022261864122462303) 2026-02-13T10:49Z 13.8K followers, [----] engagements "Vive la France Uranium. 👇 It's official📜💥#France has today decreed an expansion of #Nuclear power which reverses previous plan to shut [--] reactors instead life-extend them👴 and build at least [--] and up to [--] new gigantic 1.65GW EPR2 reactors plus SMR ⚛🏗👷🤠🐂 #Uranium https://t.co/WxwA2gI7Zo It's official📜💥#France has today decreed an expansion of #Nuclear power which reverses previous plan to shut [--] reactors instead life-extend them👴 and build at least [--] and up to [--] new gigantic 1.65GW EPR2 reactors plus SMR ⚛🏗👷🤠🐂 #Uranium https://t.co/WxwA2gI7Zo" [X Link](https://x.com/Kacper_PK_CH/status/2022398973961736239) 2026-02-13T19:54Z 13.8K followers, [----] engagements "$AEM Agnico Eagle Mines Record reserves aggressive growth almost back to all-time high. Agnico Eagle posts record reserves hikes payout https://t.co/c4yKSvjFCE Agnico Eagle posts record reserves hikes payout https://t.co/c4yKSvjFCE" [X Link](https://x.com/Kacper_PK_CH/status/2022407164535640146) 2026-02-13T20:26Z 13.8K followers, [----] engagements "Cocoa 👇 The Great Cocoa Collapse continues as prices have now plunged more than 70% from its December [----] all-time high 🚨📉 https://t.co/MQmis6WbPt The Great Cocoa Collapse continues as prices have now plunged more than 70% from its December [----] all-time high 🚨📉 https://t.co/MQmis6WbPt" [X Link](https://x.com/Kacper_PK_CH/status/2022422131431346666) 2026-02-13T21:26Z 13.8K followers, [----] engagements "Probability of [--] cuts by the end of [----] now up to 80.4%" [X Link](https://x.com/Kacper_PK_CH/status/2022431995683574108) 2026-02-13T22:05Z 13.8K followers, [----] engagements "It's time to get some sun. Destination - La Palma. 🙂" [X Link](https://x.com/Kacper_PK_CH/status/2022635779785167341) 2026-02-14T11:35Z 13.8K followers, [----] engagements "When asked why I'm interested in cyclical industries - I'd just show the charts like $WHC - Whitehaven Coal. While many celebrate bubble like mega caps that from time to time can do 5-10X - in cyclicals this is regular and faster" [X Link](https://x.com/Kacper_PK_CH/status/1922757142680940738) 2025-05-14T20:53Z 13.8K followers, [----] engagements "If oil and gas prices remain high the U.S. Dollar $USD Canadian Dollar $CAD and Norwegian Krone $NOK may strengthen. The Euro $EUR Indian Rupee $INR and China could face pressure" [X Link](https://x.com/Kacper_PK_CH/status/1936671338497982796) 2025-06-22T06:23Z 13.8K followers, [----] engagements "Some of the Platinum and Palladium companies since the post: Valterra Platinum $VALT (LSE) Impala Platinum $IMPUY (OTC US) Sibanye-Stillwater $SBSW (NYSE) Northam Platinum $NPTLF (OTC US) Platinum Group Metals $PLG (NYSE American) Sylvania Platinum $SAPLF (OTC US) Eastern Platinum $ELRFF (OTC US) @M1628491016 How to play Platinum in my opinion only of course: Valterra Platinum $VALT (LSE) Impala Platinum $IMPUY (OTC US) Sibanye-Stillwater $SBSW (NYSE) Northam Platinum $NPTLF (OTC US) African Rainbow Minerals $AFBOF (OTC US) Platinum Group Metals $PLG (NYSE American) @M1628491016 How to play" [X Link](https://x.com/Kacper_PK_CH/status/1946118116716765407) 2025-07-18T08:01Z 13.7K followers, [----] engagements "$GEMI - Gemini Space Station down -35% from IPO. Damn maybe I need a cooler name for my company. 😀" [X Link](https://x.com/Kacper_PK_CH/status/1968332154494242933) 2025-09-17T15:12Z 13.8K followers, [----] engagements "@CrypticTrades_ SEC (Securities and Exchange Commission) is closed due to shutdown there will be no investigation. Government shutdown halts most of SEC agenda guidance - Pensions & Investments https://www.pionline.com/rules-regulations/government-politics/pi-sec-government-shutdown-atkins-regulation/ https://www.pionline.com/rules-regulations/government-politics/pi-sec-government-shutdown-atkins-regulation/" [X Link](https://x.com/Kacper_PK_CH/status/1976917564870857020) 2025-10-11T07:47Z 13.8K followers, [----] engagements "Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October [--] Zions Bancorporation $ZION US Financials Cleveland-Cliffs $CLF US Materials PrairieSky Royalty $PSK CN Energy Tuesday October [--] Netflix $NFLX US Communication Services General Electric Aerospace $GE US Industrials Coca-Cola $KO US Consumer Staples Philip Morris International $PM US Consumer Staples Lockheed Martin $LMT US Industrials General Motors $GM US Consumer Discretionary EQT $EQT US Energy Steel Dynamics $STLD US Materials Halliburton $HAL US Energy Matador Resources $MTDR US Energy Wednesday" [X Link](https://x.com/Kacper_PK_CH/status/1979930027543208273) 2025-10-19T15:17Z 13.7K followers, [----] engagements "PrairieSky Royalty $PSK reports tomorrow Im very attracted to royalty business and Im hunting for the best way to get oil & gas exposure for the next cycle. Combination of the two is even better. $PSK operates in Canada but Im doing a broad deep dive into this category particularly in North America - USA but also trying to find global royalty opportunities. Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October [--] Zions Bancorporation $ZION US Financials Cleveland-Cliffs $CLF US Materials PrairieSky Royalty $PSK CN Energy Tuesday October [--] Netflix $NFLX US" [X Link](https://x.com/Kacper_PK_CH/status/1979971573701648542) 2025-10-19T18:03Z 13.8K followers, [----] engagements "Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October 27: Nucor $NUE US Materials Indian Oil $IOCL IN Energy Alliance Resource Partners $ARLP US Energy Alpek $ALPEKA MM Materials Tuesday October 28: Visa $V US Financials Southern Copper $SCCO US Materials BNP Paribas $ BNP FP Financials Mondelez International $ MDLZ US Consumer PayPal $PYPL US Technology D.R. Horton $ DHI US Consumer Enphase Energy $ENPH US Energy Centerra Gold $CG CN Materials Wednesday October 29: Microsoft $MSFT US Technology Meta Platforms $META US Technology Alphabet $GOOG US Technology" [X Link](https://x.com/Kacper_PK_CH/status/1982482290501378166) 2025-10-26T16:19Z 13.8K followers, 17.5K engagements "Nickel the quiet setup update - Thread 🧵 p.6 $MBMA - Merdeka Battery Materials Strategically located in Sulawesi which has one of the largest nickel deposits in Indonesia. Once again it has recovered from April crash but as the whole sector from time to time it offers opportunities for those who want to get in on the trade. https://twitter.com/i/web/status/1982497817034960998 https://twitter.com/i/web/status/1982497817034960998" [X Link](https://x.com/Kacper_PK_CH/status/1982497817034960998) 2025-10-26T17:21Z 13.7K followers, [----] engagements "$ARLP - Alliance Resource Partners U.S. Coal producer. Earnings arrived better than expected. What I am wondering is if we'll ever get a buying opportunity like in [----] ever again. I doubt it. Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October 27: Nucor $NUE US Materials Indian Oil $IOCL IN Energy Alliance Resource Partners $ARLP US Energy Alpek $ALPEKA MM Materials Tuesday October 28: Visa $V US Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October 27: Nucor $NUE US Materials Indian Oil $IOCL IN Energy Alliance Resource" [X Link](https://x.com/Kacper_PK_CH/status/1982918295440269768) 2025-10-27T21:12Z 13.8K followers, [----] engagements "$FMC - FMC Corporation Nothing short of decimation after earnings but also earlier I think we can call it that. I'll be going through a lot of agricultural companies by Sunday; it's right in my expertise. Including $FMC $CTVA $NTR $MOS $CF $IPI $DE and more in emerging/sustainable ag plays. Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October 27: Nucor $NUE US Materials Indian Oil $IOCL IN Energy Alliance Resource Partners $ARLP US Energy Alpek $ALPEKA MM Materials Tuesday October 28: Visa $V US Markets Update October [--] [----] part [--] 🧵 Earnings on our radar" [X Link](https://x.com/Kacper_PK_CH/status/1983910021831200951) 2025-10-30T14:53Z 13.8K followers, [----] engagements "Agriculture Deep Dive Fertilizers - Part [--] 🧵 $CF CF Industries Nitrogen United States Another giant this one in nitrogen fertilizers. One of my favorite holdings in this sector with by far one of the best-looking charts. Profitable even in worst conditions with large buybacks and healthy dividend. That said it mainly operates in the USA so I'll be looking for potentially tame quarterly earnings in just [--] days. But hey they have surprised me to the upside before. The story of CF Industries is as much about nitrogen fertilizer as it is about natural gas. It is after all it can be at times" [X Link](https://x.com/Kacper_PK_CH/status/1985082540051628181) 2025-11-02T20:32Z 13.8K followers, [----] engagements "Agriculture Deep Dive Fertilizers - Part [--] 🧵 $YAR.OL Yara International Nitrogen NPK Norway Another giant this time across the Atlantic. Yara has truly international presence on almost every continent. No buybacks and periodic high dividends. Not my first choice to buy and hold but a solid cyclical play. Earnings are behind us; they were quite good especially compared to weaker [----] and [----]. Here I'll look to examine the effects of the Mercosur agreement on European agriculture and to a lesser extent USA tariffs. https://twitter.com/i/web/status/1985087958274248936" [X Link](https://x.com/Kacper_PK_CH/status/1985087958274248936) 2025-11-02T20:53Z 13.6K followers, [----] engagements "Agriculture Deep Dive Fertilizers - Part [--] 🧵 $ICL ICL Group Potash Phosphate NPK Israel Not a buy for me due to geopolitical risk. Still it deserves analysis: large company with exports to Europe and the Americas. Well-run even in unfavorable markets but not particularly cheap now. Itll likely rise with the whole sector but for now we're just keeping an eye on it. https://twitter.com/i/web/status/1985371782077943815 https://twitter.com/i/web/status/1985371782077943815" [X Link](https://x.com/Kacper_PK_CH/status/1985371782077943815) 2025-11-03T15:41Z 13.8K followers, [----] engagements "Agriculture Deep Dive Fertilizers - Part [--] 🧵 $SDF.DE K+S AG Potash Germany As market cap decreases companies become more interesting for asymmetric opportunities. That said I don't believe K+S is one at this moment but it may be. Revenue stream is a bit more complex but majority still comes from potash and specialized fertilizers. Running on small losses which isn't particularly a problem in cyclicals. If anything it can be an opportunity. Going from very bad to bad is often where significant money is made. But for that we'd have to wait for the whole fertilizer market to turn." [X Link](https://x.com/Kacper_PK_CH/status/1985373399464419568) 2025-11-03T15:47Z 13.8K followers, [----] engagements "Agriculture Deep Dive Fertilizers - Part [--] 🧵 $2020.SR SABIC Agri-Nutrients Nitrogen Saudi Arabia Here it gets interesting. It's no secret that fertilizer production requires a lot of energy particularly for ammonia and urea with natural gas being an integral component. And Saudi Arabia has a lot of energy. High margins good dividends no debt growing volumes. Many factors line up in the company's favor. There's always certain geopolitical risk which will influence position size but we're always operating in some form of risk. Worth watching as it's trending up." [X Link](https://x.com/Kacper_PK_CH/status/1985376794728395185) 2025-11-03T16:01Z 13.8K followers, [----] engagements "Agriculture Deep Dive Fertilizers - Part [--] 🧵 $IPI Intrepid Potash Potash United States Back to the USA a company more of you are probably familiar with. We're reviewing these charts to prepare for opportunities like [----] when Intrepid Potash rose about 10X in just [--] years. We're now waiting for the next cycle. This small-cap company sells almost exclusively in the US. It has no debt but doesn't make much money at current prices. You know what that means: every additional margin dollar will matter a lot here - a solid alpha play when markets start moving" [X Link](https://x.com/Kacper_PK_CH/status/1985385962180858260) 2025-11-03T16:37Z 13.8K followers, [----] engagements "Agriculture Deep Dive Fertilizers - Part [--] 🧵 $PHOR.ME PhosAgro Phosphate Russia Not tradable for Western investors until the war ends. English communication is scarce since [----]. I remember Jim Rogers joined the board once it was a good idea at the time might have been profitable. Anyhow revenue is now almost exclusively domestic. Many expect war resolution to weaken fertilizer markets - and it likely would initially. But most miss that impact would be moderate once the true cycle begins. https://twitter.com/i/web/status/1985388714999054428" [X Link](https://x.com/Kacper_PK_CH/status/1985388714999054428) 2025-11-03T16:48Z 13.8K followers, [----] engagements "Offshore Drilling Deep Dive - Part [--] 🧵 $NE Noble Corporation First note: The energy sector is in the bottoming process especially oil. Were looking at contrarian opportunities for the next bull cycle in oil & gas. Each company has its own story but when the wind turns we want to be ready. We have to start with one of the leaders in global offshore drilling. After its [----] merger with Diamond Offshore Noble now operates one of the largest and most modern fleets in the industry. Solid backlog and improving day-rates. Currently consolidating after the April market crash rebound a pattern seen" [X Link](https://x.com/Kacper_PK_CH/status/1988014494900252795) 2025-11-10T22:42Z 13.7K followers, [----] engagements "Offshore Drilling Deep Dive - Part [--] 🧵 $VAL Valaris Ltd. What can we say its one of our favorites. Full disclosure I personally bought it at an average of $32.43 for about 0.20% of the long-term account (all posted here on X). Its run quite a bit since then. It remains in an uptrend but would we buy it here Wed probably wait for a pullback easier said than done. Strong earnings still trading around a P/E of [--]. Global operations diverse fleet and solid contract coverage. We plan to stick with this one till the end of the next cycle whenever it starts." [X Link](https://x.com/Kacper_PK_CH/status/1988017034181898525) 2025-11-10T22:52Z 13.7K followers, [----] engagements ""Canadas first large-scale LNG export project firing on all cylinders as it ignites second train" LNG Canada - a joint venture of Shell $SHEL Petronas $PCHEM PetroChina KOGAS $036460.KS and Mitsubishi $8058.T - has started up its second LNG train in Kitimat British Columbia reaching [--] mtpa capacity with plans to potentially double it to four trains in Phase [--]. Link to article in the next post 👇 http://857.HK http://857.HK" [X Link](https://x.com/Kacper_PK_CH/status/1988190408585756971) 2025-11-11T10:21Z 13.8K followers, [----] engagements ""Afterthe same role for Phase [--] a joint venture consisting of Fluor Corporation and JGC Holdings was recently hired to update the front-end engineering and design(FEED) for potential Phase 2." $FLR (Fluor Corp.); $1963.T (JGC Holdings) https://www.offshore-energy.biz/canadas-first-large-scale-lng-export-project-firing-on-all-cylinders-as-it-ignites-second-train/ https://www.offshore-energy.biz/canadas-first-large-scale-lng-export-project-firing-on-all-cylinders-as-it-ignites-second-train/" [X Link](https://x.com/Kacper_PK_CH/status/1988190932731367559) 2025-11-11T10:23Z 13.8K followers, [---] engagements "🧵(12/13) Eastern Platinum $ELR Couldn't clear $0.36 CAD in that last push; juniors are extremely volatile beasts. Needs more fundamental digging than pure chart work but I can see we're reaching sequential higher lows on the last few pullbacks. https://twitter.com/i/web/status/1989810309775638745 https://twitter.com/i/web/status/1989810309775638745" [X Link](https://x.com/Kacper_PK_CH/status/1989810309775638745) 2025-11-15T21:38Z 13.8K followers, [----] engagements "🧵(13/13) Southern Palladium $SPD This ones in Australia. Shot straight up to the previous high and like we pointed out last time it's consolidating. Message stands - with all pre-production small caps solid fundamental analysis is your only real shield against getting chopped in speculation. https://twitter.com/i/web/status/1989810808990425267 https://twitter.com/i/web/status/1989810808990425267" [X Link](https://x.com/Kacper_PK_CH/status/1989810808990425267) 2025-11-15T21:40Z 13.8K followers, [----] engagements "I like the Pebble deposit a lot. If only it moves forward that would be great [----] moz contained gold. $NAK - Northern Dynasty Minerals. But for my investing focus I like $BHP - BHP Group more every time I dig into the company. Olympic Dam is truly one exceptional project in world history. table via http://mining.com RANKED: Worlds top [--] gold projects https://t.co/oJG4xhQ1om http://mining.com RANKED: Worlds top [--] gold projects https://t.co/oJG4xhQ1om" [X Link](https://x.com/Kacper_PK_CH/status/1991217068797014333) 2025-11-19T18:48Z 13.8K followers, [----] engagements "Coffee - $KC Riding that tiny short here volatile beast. Anecdotal: bought 1kg (2 lbs) of the good quality coffee today for $12 it was around $20 just two months ago. Coffee $KC Last spike was a gift but I only nibbled into that short wasn't worth posting. I had no idea what Trump and Bessent would do regarding tariffs. Regardless you can't keep people from their coffee Highly unpopular policy. I need my [--] cups a day. 🙂 https://t.co/dtFzDX86iu Coffee $KC Last spike was a gift but I only nibbled into that short wasn't worth posting. I had no idea what Trump and Bessent would do regarding" [X Link](https://x.com/Kacper_PK_CH/status/1991239284871872886) 2025-11-19T20:16Z 13.8K followers, [----] engagements "@Tonyforever2003 I'm holding. Got actually both $PXT and $GPRK but couldn't say they are my largest positions. I do plan to allocate 25% of account to energy if we get a solid drawdown" [X Link](https://x.com/Kacper_PK_CH/status/1991629820758020242) 2025-11-20T22:08Z 13.7K followers, [---] engagements "Coffee - $KC short Up +12% now on this one. Would love to see COT data but it's really not needed gotta trade without it as well. We're still in backwardation it'd suggest full exit around $3.00-$3.20 per pound. Coffee - $KC Riding that tiny short here volatile beast. Anecdotal: bought 1kg (2 lbs) of the good quality coffee today for $12 it was around $20 just two months ago. https://t.co/Tc1zCFjBq5 Coffee - $KC Riding that tiny short here volatile beast. Anecdotal: bought 1kg (2 lbs) of the good quality coffee today for $12 it was around $20 just two months ago. https://t.co/Tc1zCFjBq5" [X Link](https://x.com/Kacper_PK_CH/status/1991849049805488131) 2025-11-21T12:39Z 13.8K followers, [----] engagements "Markets Update November [--] [----] Part [--] 🧵 Earnings this week: Monday November [--] Naspers $NPN (JSE) Communication Services Agilent $A (NYSE) Healthcare Keysight Technologies $KEYS (NYSE) Technology Zoom $ZM (NASDAQ) Technology/Communication Woodward $WWD (NASDAQ) Industrials Semtech $SMTC (NASDAQ) Technology Central Garden & Pet $CENTA (NASDAQ) Consumer Compass Diversified Holdings $CODI (NYSE) Financials Tuesday November [--] Alibaba $BABA (NYSE) Consumer/Tech / Analog Devices $ADI (NASDAQ) Technology Dell Technologies $DELL (NYSE) Technology Autodesk $ADSK (NASDAQ) Technology " [X Link](https://x.com/Kacper_PK_CH/status/1992658106921414741) 2025-11-23T18:14Z 13.8K followers, [---] engagements "Sweden's Mining Inspectorate has granted Aura Energy an exploration permit for a new 1000-hectare tenement adjacent to Aura's existing Hggn tenement. $AEE -article below" [X Link](https://x.com/Kacper_PK_CH/status/1993394981474865167) 2025-11-25T19:02Z 13.8K followers, [----] engagements "$BORR - Borr Drilling Oil may be down but drillers are running strong. Many were extremely oversold earlier this year. Up +58.3% on this one. I also hold $VAL and $RIG. Offshore Drilling Deep Dive - Part [--] 🧵 $BORR Borr Drilling (Bermuda) Another one I took a position in. For full disclosure entry was at $2.08 a tiny position of 0.07% of the long-term account (also posted here on X). Each investor positions differently but for us https://t.co/EgtPpU1v1h Offshore Drilling Deep Dive - Part [--] 🧵 $BORR Borr Drilling (Bermuda) Another one I took a position in. For full disclosure entry was at" [X Link](https://x.com/Kacper_PK_CH/status/1993401701211291952) 2025-11-25T19:29Z 13.7K followers, [----] engagements "🧵(3/13) Palladium $PA / $PALL Zooming out we can see that we've completed the first phase of this bull market. We've reached $1600 retraced and are now consolidating. What I'm still looking for next is a few weeks of trading above $1480 (where I was stopped out of the position). It'd signal strength. On the downside I'll be looking for entries around $1350 $1260. https://twitter.com/i/web/status/1994852910857900334 https://twitter.com/i/web/status/1994852910857900334" [X Link](https://x.com/Kacper_PK_CH/status/1994852910857900334) 2025-11-29T19:36Z 13.7K followers, [---] engagements "Palladium Momentum is back on really in all precious metals. We've tested $1350 support and took off. Next level to watch is the previous high of $1600. Clear that and we're on the way to $1800. Otherwise we'll have more consolidation may take some time. $PL / $PPLT $PA / $PALL $SBSW $VALT $IMPUY $NPH $ARI $PLG $SLP $ELR Markets Update November [--] [----] Part [--] 🧵 INDUSTRIAL METALS SHORT-TERM TREND CHANGES LAST WEEK: SILVER UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 COPPER UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 PLATINUM UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 PALLADIUM https://t.co/CUXlxX7MtN" [X Link](https://x.com/Kacper_PK_CH/status/1995452117843071213) 2025-12-01T11:17Z 13.7K followers, [----] engagements "Platinum Key Levels Hold Perfect touch of $1740 short term traders taking profits and looking for a new entry. How do I know well I'm one of them. Still my core position is unchanged. $PL / $PPLT $PA / $PALL $SBSW $VALT $IMPUY $NPH $ARI $PLG $SLP $ELR Platinum Key Levels Ahead Momentum is back on. After a multi-week pullback from the recent $1740 high weve tested the $1500 area a few times and it now looks like solid support; which also becomes our risk level. From here we either push back toward $1740 and break above https://t.co/TL5m0z3WAp Platinum Key Levels Ahead Momentum is back on." [X Link](https://x.com/Kacper_PK_CH/status/1995522174665609596) 2025-12-01T15:55Z 13.7K followers, [----] engagements "$VAL - Valaris long-term hold LTH Hitting another high here and oil cycle hasn't even started yet. +90% from entry $VAL - Valaris long-term hold LTH First of all you can follow this trade or any other by checking the posts below. I make it a rule to follow up on every position from first purchase to last sale. That said Valaris just hit +75% from the average entry. Id prefer it not to https://t.co/SRISsHCWcN $VAL - Valaris long-term hold LTH First of all you can follow this trade or any other by checking the posts below. I make it a rule to follow up on every position from first purchase to" [X Link](https://x.com/Kacper_PK_CH/status/1996309417944293395) 2025-12-03T20:03Z 13.7K followers, [----] engagements "Copper - Breakout Follow-up 👍 We moved even higher here on LME. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT Copper - Breakout Confirmed 👍 Pick your next target I guess. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT https://t.co/HLIIDfAQ6b Copper - Breakout Confirmed 👍 Pick your next target I guess. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT https://t.co/HLIIDfAQ6b" [X Link](https://x.com/Kacper_PK_CH/status/1997065974223130920) 2025-12-05T22:10Z 13.4K followers, [----] engagements "Coffee - $KC short Shorting is one of my least favorite trades it's at least twice as hard as going long. That said I use sharp dips to cover some or sometimes even the full position. Shorting gains can vanish quickly; the sharpest rallies often occur in downtrends. We're still in backwardation here with contracts for late [----] at around $3.20. But that is a long time to wait. https://twitter.com/i/web/status/1998079865598132621 https://twitter.com/i/web/status/1998079865598132621" [X Link](https://x.com/Kacper_PK_CH/status/1998079865598132621) 2025-12-08T17:18Z 13.7K followers, [----] engagements ""Lundin Gold outlines [----] guidance explores expansion options at Fruta del Norte . higher royalties and profit-sharing linked to the higher gold price assumption had added about $150/oz compared with [----] cost guidance." $RGLD has $LUG royalty. 👍 https://www.miningweekly.com/article/lundin-gold-outlines-2026-guidance-explores-expansion-options-at-fruta-del-norte-2025-12-09 https://www.miningweekly.com/article/lundin-gold-outlines-2026-guidance-explores-expansion-options-at-fruta-del-norte-2025-12-09" [X Link](https://x.com/Kacper_PK_CH/status/1998705286123602245) 2025-12-10T10:44Z 13.8K followers, [----] engagements "That's a $300M contract for Valaris $VAL with Shell $SHELL. And it's offshore Brazil the new oil powerhouse. $EWZ $PBR $VAL $NE $SDRL $RIG More contracting in the UDW space. https://t.co/gCb5wy4LAC $VAL $NE $SDRL $RIG More contracting in the UDW space. https://t.co/gCb5wy4LAC" [X Link](https://x.com/Kacper_PK_CH/status/1999381932627447995) 2025-12-12T07:32Z 13.7K followers, [----] engagements "I bought $TECK - Teck Resources not only for copper but also for one of the best Zinc exposures available especially after they divested their coal business. My position will change after the merger with $AAL - Anglo American. Any ideas for other great Zinc plays" [X Link](https://x.com/Kacper_PK_CH/status/1999403813979996663) 2025-12-12T08:59Z 13.8K followers, [----] engagements "I do hold $FWZ - Fireweed Metals. I invest in most of The Lundin Group companies. Now I'm looking to replace $TECK with another large Zinc producer" [X Link](https://x.com/Kacper_PK_CH/status/1999414831674511654) 2025-12-12T09:43Z 13.7K followers, [----] engagements "$NEXA - Next Resources looks interesting" [X Link](https://x.com/Kacper_PK_CH/status/1999416645358616628) 2025-12-12T09:50Z 13.8K followers, [----] engagements "🧵(4/13) Rhodium $XRH0 Still doing the same - moves up consolidates moves up and consolidates again. In a way it's good certainly less volatile than platinum or palladium for now that is. Extremely tiny but critical for many industries. Its price almost doesn't matter; you don't need much of it minimal impact on final product cost. Staying long until the trend changes. Important note on $XRH0 ETC - it has extremely low liquidity and price fluctuate widely from premium to discount. Good to keep in mind that one unit corresponds to [----------] ounces of Rhodium" [X Link](https://x.com/Kacper_PK_CH/status/2000264837109096697) 2025-12-14T18:01Z 13.6K followers, [----] engagements "🧵(12/13) Eastern Platinum $ELR Still setting up to clear that $0.36 CAD we're now up roughly +50% from the bottom of that last pullback alone. Juniors are extremely volatile beasts. It needs more fundamental digging than pure chart work but from the technical side I can see were getting sequential higher lows on the last few pullbacks. https://twitter.com/i/web/status/2000272765882949861 https://twitter.com/i/web/status/2000272765882949861" [X Link](https://x.com/Kacper_PK_CH/status/2000272765882949861) 2025-12-14T18:32Z 13.5K followers, [---] engagements "🧵(13/13) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing tier-1 Bengwenyama deposit. Shot straight up to the previous high from [----] and like we pointed out last time it was consolidating. Now after high volume Friday advance we're on the verge of breakout. If we do we'll move to the NPV and development / funding requirements calculations. https://twitter.com/i/web/status/2000275717590851699 https://twitter.com/i/web/status/2000275717590851699" [X Link](https://x.com/Kacper_PK_CH/status/2000275717590851699) 2025-12-14T18:44Z 13.8K followers, [----] engagements "Coffee - $KC short Only 1/4 left here. [--] solid down days here. Coffee - $KC short Shorting is one of my least favorite trades it's at least twice as hard as going long. That said I use sharp dips to cover some or sometimes even the full position. Shorting gains can vanish quickly; the sharpest rallies often occur in downtrends. We're https://t.co/lM8YwK0NWg Coffee - $KC short Shorting is one of my least favorite trades it's at least twice as hard as going long. That said I use sharp dips to cover some or sometimes even the full position. Shorting gains can vanish quickly; the sharpest rallies" [X Link](https://x.com/Kacper_PK_CH/status/2001330175053873625) 2025-12-17T16:34Z 13.8K followers, [----] engagements "Top [--] Capital-Intensive Bulk Mining Projects [--]. Waad Al Shamal (Saudi Arabia Phosphate) $1211.SR Maaden $2010.SR SABIC [--]. Simandou (Guinea Iron Ore) $RIO Rio Tinto (plus state/private partners) [--]. Serra Sul / S11D (Brazil Iron Ore) $VALE Vale [--]. Carmichael (Australia Coal) $ADANIENT Adani Enterprises [--]. Lac Otelnuk (Canada Iron Ore) Private MetalQuest Mining [--]. Jansen (Canada Potash) $BHP BHP Group [--]. Sino Iron (Australia Iron Ore) $267.HK CITIC [--]. Rio Colorado (Argentina Potash) $VALE Vale (legacy owner) [--]. Minas-Rio (Brazil Iron Ore) $AAL Anglo American $VALE Vale [--]. Roy Hill (Australia" [X Link](https://x.com/Kacper_PK_CH/status/2001916208094847162) 2025-12-19T07:23Z 13.8K followers, [----] engagements "$AEE - Aura Energy LTH (Long-Term Hold) One of the uranium juniors I traded and now decided to buy again for longer. Will try to average in on major dips. It hasnt built Tiris mine yet its a pre-construction uranium project with good economics at current prices. Financing of US$230250m is the key risk likely a mix of debt equity and offtake-backed funding. If uranium stays $80/lb dilution could be manageable; if not shareholders (myself included) will pay the price. We get Sweden asset on top but for now I leave it out from my valuation target which is roughly 3X from here in conservative" [X Link](https://x.com/Kacper_PK_CH/status/2001951860375146758) 2025-12-19T09:44Z 13.8K followers, [----] engagements "@hydrocarbro I've got drillers $VAL $BORR and $RIG. Haven't researched technology providers in detail but I have $SLB $BKR & $HAL via small exposure to $IEZ ETF" [X Link](https://x.com/Kacper_PK_CH/status/2002014509548859557) 2025-12-19T13:53Z 13.7K followers, [---] engagements "$SPD - Southern Palladium Breakout over $1.48 retest and +25% candle in a single day. Speechless. 🙂 🧵(13/13) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing tier-1 Bengwenyama deposit. Shot straight up to the previous high https://t.co/oPgZ7HqXPI 🧵(13/13) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing" [X Link](https://x.com/Kacper_PK_CH/status/2002041283641246055) 2025-12-19T15:40Z 13.8K followers, [----] engagements "Coffee - $KC short Another dip now also for Dec [--] futures these are around $3/lb. Coffee - $KC short Only 1/4 left here. [--] solid down days here. https://t.co/bcl0CrmzCc Coffee - $KC short Only 1/4 left here. [--] solid down days here. https://t.co/bcl0CrmzCc" [X Link](https://x.com/Kacper_PK_CH/status/2002080636493033970) 2025-12-19T18:16Z 13.8K followers, [----] engagements "From juniors I have now only $LOT $AEE and $HLU when talking about positions worth mentioning. I had much more but shifted to large names as we were going parabolic in the last push not that long ago. $URNM and $URNJ are good for me to trade around but I prefer single names. By far it's $MGA now which is a holding company with discount due to liquidity. I've got $NXE and $CCJ from big ones they are good since I can manage them with options while keeping almost full positions. https://twitter.com/i/web/status/2002130570290008279 https://twitter.com/i/web/status/2002130570290008279" [X Link](https://x.com/Kacper_PK_CH/status/2002130570290008279) 2025-12-19T21:35Z 13.8K followers, [---] engagements "$MGA - Mega Uranium LTH (Long-Term Hold) It's been volatile but now caught up in only a few days Still my largest holding in the uranium space. It's doubled for me now. That said today's volume has ETF rebalance written all over it. 🙂 $MGA long-term hold LTH Still my largest position in the Uranium sector. Approaching now this cycle high. Taking some trims 1/5 of the original position. Keeping lion share it will stay there until / if we get that triple digit uranium spot repricing weve been looking for. https://t.co/4WZmJSzynK $MGA long-term hold LTH Still my largest position in the Uranium" [X Link](https://x.com/Kacper_PK_CH/status/2002134329531715751) 2025-12-19T21:49Z 13.7K followers, [----] engagements "Underinvestment in the oil sector could bite with a vengeance. I am / will be well positioned before it does. $XOM $PBR $EQNR $TTE $IPCO $VAL $BORR $RIG $GPRK $PXT Low oil prices are the cure for low prices. Major E&Ps are already cutting CapEx to deal with weaker prices: - Petrobras: cutting $2B over five years - Eni: cutting $2B - Shell: cutting $12.4B - Chevron: cutting $2B Everyone is shifting toward cash returns and capital https://t.co/8juQKqkve7 Low oil prices are the cure for low prices. Major E&Ps are already cutting CapEx to deal with weaker prices: - Petrobras: cutting $2B over" [X Link](https://x.com/Kacper_PK_CH/status/2004112987666239499) 2025-12-25T08:52Z 13.8K followers, 54.9K engagements "Aluminum The metals rally is broadening. I track and publish these trends every week precisely so we don't miss them. Aluminum - Breakout Continues It may be the most abundant metal in Earth's crust but the global push in transportation defense spending data centers and energy is driving that marginal demand. $ALI (COMEX). The only question is what will prevail in 2026: questionable growth https://t.co/XI0yURKR2G Aluminum - Breakout Continues It may be the most abundant metal in Earth's crust but the global push in transportation defense spending data centers and energy is driving that" [X Link](https://x.com/Kacper_PK_CH/status/2004690621018386912) 2025-12-26T23:07Z 13.8K followers, 16.6K engagements "I think we've entered stage [--] of asset class rotation through the six stages of the business cycle; we'll know very soon. 👍 Metals look a lot like Q4 [--] https://t.co/faQ89ksCVM Metals look a lot like Q4 [--] https://t.co/faQ89ksCVM" [X Link](https://x.com/Kacper_PK_CH/status/2004844644597989403) 2025-12-27T09:19Z 13.8K followers, 61.4K engagements "🧵(4/13) Rhodium $XRH0 The least volatile among PGMs lately if you can believe it It's still doing the same - moves up consolidates moves up and consolidates again. I love it certainly less volatile than platinum or palladium for now that is. Extremely tiny but critical for many industries. Its price almost doesn't matter; you don't need much of it minimal impact on final product cost. Staying long until the trend changes. Important note on $XRH0 ETC - it has extremely low liquidity and price fluctuate widely from premium to discount. Good to keep in mind that one unit corresponds to" [X Link](https://x.com/Kacper_PK_CH/status/2005285309458592016) 2025-12-28T14:30Z 13.6K followers, [----] engagements "🧵(9/13) African Rainbow Minerals $ARI Staying in the South African stocks. Looks like this one wants to join the party. We're now at the $20K resistance level in $ZAR tested a few times but we haven't broken out yet. We'll need to clear that $20K then the way opens toward $24K. This is typically the setup I'm looking for so I will trade it as well when / if given that chance. We'll probably have to wait for that breakout until earnings in [---] months but you never know these days. https://twitter.com/i/web/status/2005292124296585637 https://twitter.com/i/web/status/2005292124296585637" [X Link](https://x.com/Kacper_PK_CH/status/2005292124296585637) 2025-12-28T14:57Z 13.6K followers, [----] engagements "🧵(12/13) Eastern Platinum $ELR If your heart rate increased you may want to trade this one. 😀 We've said many times that once $0.36 CAD gives we may see something spectacular to the upside. But before that it has tested people multiple times with 20-50% moves and that just in the last [--] months. Juniors are extremely volatile beasts. It needs more fundamental digging than pure chart work but technically we saw sequential higher lows on recent pullbacks a clear sign of a possible move higher. https://twitter.com/i/web/status/2005295531069780044" [X Link](https://x.com/Kacper_PK_CH/status/2005295531069780044) 2025-12-28T15:11Z 13.8K followers, [----] engagements "🧵(13/13) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing tier-1 Bengwenyama deposit. Shot straight up to the previous high from [----] and like we pointed out last time retraced consolidated and took off. We pointed to high volume Friday advance two weeks ago it was setting up for a nice breakout. Now we can move to the NPV and development / funding requirements calculations. Happy to hear from you if you find one" [X Link](https://x.com/Kacper_PK_CH/status/2005310332449829031) 2025-12-28T16:10Z 13.8K followers, [----] engagements "$MGA Mega Uranium LTH (Long-Term Hold) Right back at $0.52 CAD. Going to half the position. Now we may see a battle between buyers and sellers over that level. I want to see who wins. I have absolutely no hesitation to add back if we break to the upside even at a higher price. I prefer confirmation that's just my risk management style and I hope I always have the discipline to stick to it. $MGA long-term hold LTH Still my largest position in the Uranium sector. Approaching now this cycle high. Taking some trims 1/5 of the original position. Keeping lion share it will stay there until / if we" [X Link](https://x.com/Kacper_PK_CH/status/2007110806794637446) 2026-01-02T15:24Z 13.8K followers, [----] engagements "$FDY - Faraday Copper LTH (Long-Term Hold) The Lundin family does it again. And we haven't even seen the 40000-meter drilling results yet I can't wait. Well-funded for this phase let's see where this journey takes us. $FDY - Faraday Copper LTH (long-term hold) New all-time high today. Absent significant market weakness in [----] copper should perform very well. Shortages are structural. As for Faraday I'm looking forward to drilling results as a next catalyst. The Lundin family's track https://t.co/4WFtqRHzbA $FDY - Faraday Copper LTH (long-term hold) New all-time high today. Absent significant" [X Link](https://x.com/Kacper_PK_CH/status/2007156669009277303) 2026-01-02T18:26Z 13.8K followers, [----] engagements "Full Offshore Drilling Deep Dive below for those interested. 👇 $NE Noble Corporation $VAL Valaris Ltd. $RIG Transocean Ltd. $SDRL Seadrill Ltd. $BORR Borr Drilling $ODL Odfjell Drilling $2382 ADES Holding $SHLF Shelf Drilling Ltd. $ABAN Aban Offshore Offshore Drilling Deep Dive - Part [--] 🧵 In this thread well walk through key publicly traded offshore drilling companies reviewing their fundamentals and chart setups to get a clearer sense of where we are in the cycle. Note: There are outstanding experts in this field and https://t.co/jAgAnLgRBo Offshore Drilling Deep Dive - Part [--] 🧵 In this" [X Link](https://x.com/Kacper_PK_CH/status/2007534343124857286) 2026-01-03T19:27Z 13.8K followers, 12.4K engagements "Lithium is surging higher; we continuously track it and publish updates every week. It's still relatively low compared to the last peak but it's a good start. $LIT $SQM (our LTH - Long-Term Hold) $ALB INDUSTRIAL METALS - published weekly in Markets Update SHORT-TERM TREND CHANGES SINCE LAST WEEK STEEL HRC - UNITED STATES: sideways 🟨 ➝ uptrend 🟩 MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NICKEL - LME UNITED KINGDOM: sideways 🟨 ➝ uptrend 🟩 COT CHANGES SINCE LAST https://t.co/LpnLNjyqAV INDUSTRIAL METALS - published weekly in Markets Update SHORT-TERM TREND CHANGES SINCE LAST WEEK STEEL HRC -" [X Link](https://x.com/Kacper_PK_CH/status/2008115017816981661) 2026-01-05T09:55Z 13.6K followers, [----] engagements "$CNC - Canada Nickel Company LTH (Long-Term Hold) We're back at $1.50 $CAD maybe higher when we open. Inherently volatile and likely to remain so. I'm happy to ride it out mainly because I sized the position right / small. $CNC - Canada Nickel Company LTH (Long-Term Hold) It looks like we retested $1.20 and are now moving higher. The next target will reveal itself with time but the ones I have penciled in are $1.50 and $1.80. Patience will be required with this one IMO. https://t.co/l1n4a6cB07 $CNC - Canada Nickel Company LTH (Long-Term Hold) It looks like we retested $1.20 and are now moving" [X Link](https://x.com/Kacper_PK_CH/status/2008180547915522467) 2026-01-05T14:15Z 13.8K followers, [----] engagements "Bought $MOS" [X Link](https://x.com/Kacper_PK_CH/status/2008240509274210804) 2026-01-05T18:13Z 13.7K followers, 12.3K engagements "Iron Ore Finally Signs of life here. It doesn't need to go much higher for the best producers to enjoy good margins. $BHP $VALE $GRR" [X Link](https://x.com/Kacper_PK_CH/status/2008859406923088150) 2026-01-07T11:13Z 13.5K followers, [----] engagements "If copper demand rises +50% by [----] my estimates of $8/lb are far too conservative. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT $NAK AI to boost copper demand 50% by [----] S&P https://t.co/9u5LWNOXsU AI to boost copper demand 50% by [----] S&P https://t.co/9u5LWNOXsU" [X Link](https://x.com/Kacper_PK_CH/status/2009295473618596257) 2026-01-08T16:05Z 13.8K followers, [----] engagements "$SQM LTH (Long-Term Hold) Well it's still running higher likely because lithium has come back to life. At this point I'll just let it ride and exit when the trend changes. I'll post of course when I'm out. $SQM LTH (long-term hold) Chile chose a more free-market approach with new president it seems. It'll be interesting to see how their equities react today. Is it priced in or do we get another push higher Given current lithium and fertilizer prices we'll be fairly to richly https://t.co/HU6X6RaHFE $SQM LTH (long-term hold) Chile chose a more free-market approach with new president it seems." [X Link](https://x.com/Kacper_PK_CH/status/2009308359921397817) 2026-01-08T16:56Z 13.8K followers, [----] engagements "I have $CCJ $NXE $MGA smaller caps; $LOT $AEE and speculations: $HLU $FUU. Plus ETFs $URNM $URNJ. Which one is the best Hard to say markets will be the judge :) I entered these at different levels from now trimmed at different points added at some and all have different sizes in my account so that also complicates things. We'll just have let it play out. https://twitter.com/i/web/status/2009687965019099182 https://twitter.com/i/web/status/2009687965019099182" [X Link](https://x.com/Kacper_PK_CH/status/2009687965019099182) 2026-01-09T18:05Z 13.7K followers, [---] engagements "$PYPL - PayPal LTH (Long-Term Hold) The hate continues it seems. Tax-loss selling has dried up but it just can't catch a bid. Wrong trade no other way around it. But investment Let's see I will let it play out and watch the $50$56 reaction. Entered it with years in mind so I need to respect that. $PYPL PayPal long-term hold (LTH) Tax-loss selling seems to be drying up look at the volume during that last decline. Value investors and traders spotted the opportunity and moved in; we've had a nice few days. Next I'd love to see much higher volume to confirm the change. https://t.co/J71gRB0vH2" [X Link](https://x.com/Kacper_PK_CH/status/2010816789819564381) 2026-01-12T20:50Z 13.8K followers, [----] engagements "$PER - their land value is 2X the market cap company" [X Link](https://x.com/Kacper_PK_CH/status/2010912520257904906) 2026-01-13T03:11Z 13.7K followers, 19.1K engagements "$AUOZ +25% @Premski_SGP @marketsgonewild" [X Link](https://x.com/Kacper_PK_CH/status/2011534542331658275) 2026-01-14T20:23Z 13.6K followers, [----] engagements "$RIO (Rio Tinto) and $GLEN (Glencore) are considering an ASX coal spin-off. Well I would love to receive those shares. 🙂 Rio Tinto Glencore mull ASX coal spin-off https://t.co/OAHmpTwvll Rio Tinto Glencore mull ASX coal spin-off https://t.co/OAHmpTwvll" [X Link](https://x.com/Kacper_PK_CH/status/2011848202278846713) 2026-01-15T17:09Z 13.8K followers, 15.3K engagements "$MGA - Mega Uranium LTH (Long-Term Hold) There was no battle at $0.52 CAD between buyers and sellers; we just sliced through like a knife through butter. 🙂 Oh well very happy with my half position now I never chase. These equities are extremely volatile so let's see if we have a retest yet. $MGA Mega Uranium LTH (Long-Term Hold) Right back at $0.52 CAD. Going to half the position. Now we may see a battle between buyers and sellers over that level. I want to see who wins. I have absolutely no hesitation to add back if we break to the upside even at a higher https://t.co/9QRdUv94vT $MGA Mega" [X Link](https://x.com/Kacper_PK_CH/status/2012174555788218459) 2026-01-16T14:46Z 13.7K followers, [----] engagements "Latest $RGLD presentation nice overview of assets: https://s28.q4cdn.com/583965976/files/doc_presentation/2026/1/Royal-Gold-Presentation-January-2026-FINAL.pdf https://s28.q4cdn.com/583965976/files/doc_presentation/2026/1/Royal-Gold-Presentation-January-2026-FINAL.pdf" [X Link](https://x.com/Kacper_PK_CH/status/2012298173612519464) 2026-01-16T22:57Z 13.7K followers, [---] engagements "$INR - Indian Rupee vs $USD - US Dollar If I could produce one chart showing why Gold and Gilver are so widely held in India beyond cultural reasons that would be it" [X Link](https://x.com/Kacper_PK_CH/status/2012557153274347673) 2026-01-17T16:06Z 13.7K followers, [----] engagements "🧵(5/14) Sibanye Stillwater $SBSW It's quite funny but last time I was writing this update during my winter stay in South Africa. After all it's where most PGMs are mined Sibanye treated us extremely well last year. We recently reached target of $15.50 as we discussed. Now we're moved way above it. If PGMs just hold where they are then previous high around $20.50 is well within reach. That said I have removed most of the risk / took profits and bought $20 calls for Jan [----] with few % of the winnings to capture this upside if we get it. Time for another PGM update 🧵 (1/14) After all the past" [X Link](https://x.com/Kacper_PK_CH/status/2012665877016064406) 2026-01-17T23:18Z 13.8K followers, [----] engagements "🧵(9/14) African Rainbow Minerals $ARI Staying in the South African stocks. Looked like this one wanted to join the party and it sure did since the last update. We were knocking at the $20K resistance level in $ZAR tested a few times but we broken out now that the way opens toward $24K. This is typically the setup I'm looking for so as I said last time I took it. https://twitter.com/i/web/status/2012665892660744390 https://twitter.com/i/web/status/2012665892660744390" [X Link](https://x.com/Kacper_PK_CH/status/2012665892660744390) 2026-01-17T23:18Z 13.6K followers, [---] engagements "🧵(11/14) Sylvania Platinum $SLP We pointed that it may be ready for the next move and now we got it. We settled above 87p and moved right to the next target level of 115p (British Pound $GBP). Now if we break it as well then [---] is next. Its still my largest stock position after $SBSW so its clear Ive done a lot of research on this one. Im interested in their production increase plans. https://twitter.com/i/web/status/2012665900395049096 https://twitter.com/i/web/status/2012665900395049096" [X Link](https://x.com/Kacper_PK_CH/status/2012665900395049096) 2026-01-17T23:18Z 13.8K followers, [---] engagements "🧵(12/14) Eastern Platinum $ELR As we said if your heart rate increased you may want to trade this one. We've said many times that once $0.36 CAD gives we may see something spectacular to the upside just look at this volatility But before that it has tested people multiple times with 20-50% moves and that just in the last [--] months. Juniors are extremely volatile beasts. It needs more fundamental digging than pure chart work but technically we saw sequential higher lows on recent pullbacks a clear sign of a possible move higher. https://twitter.com/i/web/status/2012665904312516679" [X Link](https://x.com/Kacper_PK_CH/status/2012665904312516679) 2026-01-17T23:18Z 13.8K followers, [---] engagements "🧵(13/14) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing tier-1 Bengwenyama deposit. Shot straight up to the previous high from [----] and like we pointed out last time retraced consolidated and took off. Now we can move to the NPV and development / funding requirements calculations. Happy to hear from you if you find one https://twitter.com/i/web/status/2012665908158759118 https://twitter.com/i/web/status/2012665908158759118" [X Link](https://x.com/Kacper_PK_CH/status/2012665908158759118) 2026-01-17T23:18Z 13.7K followers, [---] engagements "If we get a US-Brazil deal here it could be more comprehensive than just rare earths and likely quite supportive for Brazilian stocks. $EWZ $EWZS $PBR $NU $VALE $ERJ $GGB $PRIO3 US in talks with Brazil on rare earth partnership: FT https://t.co/aZjnq4OEF9 US in talks with Brazil on rare earth partnership: FT https://t.co/aZjnq4OEF9" [X Link](https://x.com/Kacper_PK_CH/status/2012977851255902353) 2026-01-18T19:58Z 13.7K followers, 11.7K engagements "@USenkowski @bftd2025 It's tier [--]. For me it's not that big in the account. 🙂" [X Link](https://x.com/Kacper_PK_CH/status/2013263913379307684) 2026-01-19T14:54Z 13.8K followers, [--] engagements "$CNC - Canada Nickel Company LTH (Long-Term Hold) Again massive volume. Once it broke out it took no prisoners. This won't last long of course but I think many can now see what I saw. It'll be volatile in fact I already experienced a -30% drawdown for a few weeks in December. Such is the nature of these stocks. I'd encourage people to do their own analysis and set their own targets. Mine is much higher than the current price and will evolve as details change. I also expect further volatility and solid pullbacks ahead. $CNC - Canada Nickel Company LTH (Long-Term Hold) Halted earlier now" [X Link](https://x.com/Kacper_PK_CH/status/2013355251760271555) 2026-01-19T20:57Z 13.8K followers, [----] engagements "$FDY - Faraday Copper LTH (Long-Term Hold) And we hit $3.00 $CAD now the Lundin family really knows how to deliver. Next 40000-meter drilling results at Copper Creek Project (US Arizona) I can't wait. Well-funded for this phase let's see where this journey ultimately takes us. https://twitter.com/i/web/status/2013397754190442978 https://twitter.com/i/web/status/2013397754190442978" [X Link](https://x.com/Kacper_PK_CH/status/2013397754190442978) 2026-01-19T23:46Z 13.8K followers, [----] engagements "$FURY - Fury Gold Mines LTH (Long-Term Hold) It was in the red in the green in the red and now back in the green. Taking half off and letting the rest run (with stops at break even). Will likely run but I see other opportunities. $FURY - Fury Gold Mines LTH (Long-Term Hold) I'm sure it started moving in sympathy to all other Gold miners and it is getting interesting. I've done my research but the fact that Agnico $AEM is buying it made me want to speculate long. Let's see where it takes us. Many https://t.co/cvk4MlT0eU $FURY - Fury Gold Mines LTH (Long-Term Hold) I'm sure it started moving in" [X Link](https://x.com/Kacper_PK_CH/status/2013625512199946427) 2026-01-20T14:51Z 13.8K followers, [----] engagements "$RGLD - Royal Gold LTH (Long-Term Hold) Here I recently added using some profits from silver. Below I explain why I think it's a good hold even after its recent run. If it's added to the S&P [---] it could go much higher. But even without that IMO it's the relatively cheapest major royalty company out there. $RGLD - Royal Gold LTH (Long-Term Hold) Up again now +70% since we flagged it in July [----]. It was sold off then after the Sandstorm takeover. Impressive move for such a large cap. I'm certainly not selling anytime soon still in full position. Next possible catalyst described" [X Link](https://x.com/Kacper_PK_CH/status/2013632614897233986) 2026-01-20T15:20Z 13.7K followers, [----] engagements "$NG - Natural Gas We've had a lot of Managed Money shorts here right as we retraced to the medium-term trend (+4 months). We're now up +25% from there. The good thing is that we'll see those shifts in Friday's COT report. They might have trapped shorts there on that last sell-off. Follow up will be interesting. $NG https://t.co/YT2KDKBdx9 They might have trapped shorts there on that last sell-off. Follow up will be interesting. $NG https://t.co/YT2KDKBdx9" [X Link](https://x.com/Kacper_PK_CH/status/2013735698012967097) 2026-01-20T22:09Z 13.6K followers, [----] engagements "@Crypto_Fever1 It all depends on entry. Look for $MGA in my timeline. I post all companies Im in and from where and where I sell. That said my largest holding in the sector is Uranium itself" [X Link](https://x.com/Kacper_PK_CH/status/2013775032070094871) 2026-01-21T00:45Z 13.7K followers, [--] engagements "$MOS - Mosaic LTH (Long-Term Hold) Among the market selloff look for what is going up relative strength is a powerful indicator. $MOS - Mosaic LTH (Long-Term Hold) +12% from entry in stock. Jan [--] 15C are up +20% but these are not that liquid if we get over $30 share price I'll roll them higher. It will be volatile but helps to think in 3-5 year terms. Risk for cut marked on the chart. https://t.co/c2C93ecHGo $MOS - Mosaic LTH (Long-Term Hold) +12% from entry in stock. Jan [--] 15C are up +20% but these are not that liquid if we get over $30 share price I'll roll them higher. It will be" [X Link](https://x.com/Kacper_PK_CH/status/2013784200210489496) 2026-01-21T01:22Z 13.6K followers, 22.6K engagements "$PXT - Parex Resources LTH (Long-Term Hold) Second gap closed at $20. A breakout above this zone will likely push the stock higher. Could be great for a trade on top of the core long position. We likely need higher oil prices first but the alert is set. $PXT - Parex Resources long-term hold (LTH) Up +50% including reinvested dividends. At the bottom yield reached 20% annualized. Love cheap assets it did that move this despite flat oil prices. Back to fair value now so very easy money has been made. That said I'm happy to https://t.co/i8ezIwgJuR $PXT - Parex Resources long-term hold (LTH) Up" [X Link](https://x.com/Kacper_PK_CH/status/2014030471693246916) 2026-01-21T17:40Z 13.7K followers, [----] engagements "$NG - Natural Gas So many shorts got trapped here unbelievable +75% on the week. Gotta say one could learn a lot trading NG for a few months. $NG - Natural Gas We've had a lot of Managed Money shorts here right as we retraced to the medium-term trend (+4 months). We're now up +25% from there. The good thing is that we'll see those shifts in Friday's COT report. https://t.co/jeAFD6rvMp $NG - Natural Gas We've had a lot of Managed Money shorts here right as we retraced to the medium-term trend (+4 months). We're now up +25% from there. The good thing is that we'll see those shifts in Friday's" [X Link](https://x.com/Kacper_PK_CH/status/2014216189971427757) 2026-01-22T05:58Z 13.7K followers, [----] engagements "$EWZS Brazil small caps. This ETF contains some gems; if you have time and are ambitious you can find great undervalued companies here" [X Link](https://x.com/Kacper_PK_CH/status/2014260192196648977) 2026-01-22T08:53Z 13.8K followers, [----] engagements "$MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at $29.20 next we have just large open space to $38.25. $MOS - Mosaic LTH (Long-Term Hold) Among the market selloff look for what is going up relative strength is a powerful indicator. https://t.co/9V45vgwDZh $MOS - Mosaic LTH (Long-Term Hold) Among the market selloff look for what is going up relative strength is a powerful indicator. https://t.co/9V45vgwDZh" [X Link](https://x.com/Kacper_PK_CH/status/2014361364429484435) 2026-01-22T15:35Z 13.7K followers, 10.8K engagements "$MOS zoom in" [X Link](https://x.com/Kacper_PK_CH/status/2014361632848154777) 2026-01-22T15:36Z 13.7K followers, [----] engagements "Over $29.30 in $MOS we can quickly squeeze hopefully towards another roll level around $32.50. $MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at $29.20 next we have just large open space to $38.25. https://t.co/iH02Cs1TU7 $MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at $29.20 next we have just large open space to $38.25. https://t.co/iH02Cs1TU7" [X Link](https://x.com/Kacper_PK_CH/status/2014378649311449454) 2026-01-22T16:44Z 13.7K followers, [----] engagements "Copper - breakout & pause Better picture on LME without the tariff mess. We've now reached the next extension level around $12K USD/t or $6.00-$6.10 USD/lb. Of course these are just for orientation. What is real is supply destruction and data center buildout. I think we'll ultimately go much higher perhaps $8.00/lb next. $COPX $FCX $TECK $IVN $KGH $BHP $GLEN $FDY $CGNT $NAK https://twitter.com/i/web/status/2014417225999102035 https://twitter.com/i/web/status/2014417225999102035" [X Link](https://x.com/Kacper_PK_CH/status/2014417225999102035) 2026-01-22T19:17Z 13.6K followers, [----] engagements "$KGH - KGHM Polska Mied - Polish copper and silver major. I've honestly never seen anything like it" [X Link](https://x.com/Kacper_PK_CH/status/2014417229710811527) 2026-01-22T19:17Z 13.6K followers, [----] engagements "$KGH - KGHM Polska Mied Polish copper and silver major. What am I even supposed to do now I think the only rational thing is to set trailing stops it looks like it's bending backwards. $KGH - KGHM Polska Mied Polish mining giant 10th largest copper producer and 3rd largest silver producer in the world. That says a lot already. What a ride. I'd normally consider taking some risk off the table after such a move but for now I'm optimistic about [----] shaping https://t.co/fWKi0r9nWJ $KGH - KGHM Polska Mied Polish mining giant 10th largest copper producer and 3rd largest silver producer in the" [X Link](https://x.com/Kacper_PK_CH/status/2014418952441524230) 2026-01-22T19:24Z 13.6K followers, [----] engagements "First of all superb Congratulations It depends on your goal: where do you see $MOS going and how are you sized for that play I'd size more ITM calls; for $30 calls I'd size less usually. I'd trim 20% of them until we break $29.20 one can always add back later. But if I'm right (60% of the time) these 30C will reach $9.00 by year-end. https://twitter.com/i/web/status/2014495972164776014 https://twitter.com/i/web/status/2014495972164776014" [X Link](https://x.com/Kacper_PK_CH/status/2014495972164776014) 2026-01-23T00:30Z 13.7K followers, [---] engagements "@Wasim_Pervaiz @BULLReturns I like $AEE" [X Link](https://x.com/Kacper_PK_CH/status/2014506498064318507) 2026-01-23T01:12Z 13.7K followers, [---] engagements "All eyes are on precious metals; meanwhile coking / metallurgical coal has just started running. $COAL INDUSTRIAL METALS Green / uptrend across the board not something you see very often. SHORT-TERM TREND CHANGES SINCE LAST WEEK IRON ORE 62% - CHINA: uptrend 🟩 ➝ sideways 🟨 MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NONE COT CHANGES SINCE LAST WEEK NONE https://t.co/iQX30Zxzta INDUSTRIAL METALS Green / uptrend across the board not something you see very often. SHORT-TERM TREND CHANGES SINCE LAST WEEK IRON ORE 62% - CHINA: uptrend 🟩 ➝ sideways 🟨 MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NONE" [X Link](https://x.com/Kacper_PK_CH/status/2014652285339529244) 2026-01-23T10:51Z 13.7K followers, [----] engagements "$TUD - Tudor Gold Corp. We're halfway there towards $1.75 $CAD. I won't be setting stops but if you're in the trade you may each of us manages risk a bit differently. 👍 $TUD - a break over $1.22 could see a fast advance to $1.75. https://t.co/Hejm42ILqy $TUD - a break over $1.22 could see a fast advance to $1.75. https://t.co/Hejm42ILqy" [X Link](https://x.com/Kacper_PK_CH/status/2014722059062931653) 2026-01-23T15:29Z 13.8K followers, [----] engagements "$MOS - Mosaic LTH (Long-Term Hold) We just touched the $29.20 level; let's see if we can break it soon. 🙂 If we do $32.50 is the next stop. No changes in outright shares or options - holding. $MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at $29.20 next we have just large open space to $38.25. https://t.co/iH02Cs1TU7 $MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at" [X Link](https://x.com/Kacper_PK_CH/status/2014724193875644908) 2026-01-23T15:37Z 13.7K followers, [----] engagements "$MOS possible scenario. 👇" [X Link](https://x.com/Kacper_PK_CH/status/2014724197960839215) 2026-01-23T15:37Z 13.7K followers, [----] engagements "$SLP - Sylvania Platinum LTH (Long-Term Hold) And now we're over [----] no changes holding full position. Now if we're to hold here then 1.40-1.50 next is not out of the question. Earnings in [--] days can't wait $SLP - Sylvania Platinum LTH (Long-Term Hold) We've reached out target of [----] now let's see how we react here. Earnings are in [--] days. If this market has more to give I'll be looking towards 1.40-1.50 next. https://t.co/jD3xYQ0l64 $SLP - Sylvania Platinum LTH (Long-Term Hold) We've reached out target of [----] now let's see how we react here. Earnings are in [--] days. If this market has" [X Link](https://x.com/Kacper_PK_CH/status/2014734576732582164) 2026-01-23T16:18Z 13.7K followers, [----] engagements "Platinum $PL / $PPLT Its incredible but managed money largely escaped the trade right before the recent breakout above $2500. Ive kept COT designated as positive for weeks now; the trade was no longer crowded. A powerful indicator when viewed from a trend perspective. Platinum breakout over $2500 now . https://t.co/QXRJ2KZYnB Platinum breakout over $2500 now . https://t.co/QXRJ2KZYnB" [X Link](https://x.com/Kacper_PK_CH/status/2014845414378283023) 2026-01-23T23:39Z 13.4K followers, [----] engagements "$NEE - NextEra Energy - trade idea It's about to break out. Earnings in [--] days. I usually don't trade through them other than with long-term options or common shares but I may take it if we breach the level here. Looking at Mar [--] $87.5C also $90.0C" [X Link](https://x.com/Kacper_PK_CH/status/2015204382611038465) 2026-01-24T23:25Z 13.7K followers, [----] engagements "@roundtripCapMan Uptrend $PLN vs $EUR lots of Gold buying dynamic economy first destination for the money from the east. Great tax incentives many will move to my homeland I'm sure. Politics is a bit messy but where it is not right :)" [X Link](https://x.com/Kacper_PK_CH/status/2015359069343629360) 2026-01-25T09:40Z 13.5K followers, [---] engagements "$STLD - Steel Dynamics also reports tomorrow" [X Link](https://x.com/Kacper_PK_CH/status/2015381122213982345) 2026-01-25T11:07Z 13.7K followers, [---] engagements "Covering Equities Forex Metals Energy Treasuries and Agriculture Working to anticipate the future can be a distraction from the important task of dealing with the present. Ed Seykota interviewed in the first book of the Market Wizards series (Jack D. Schwager 1989) We can see it almost everywhere right now: on TV on social media in analyst calls. Predicting the future seems to be the name of the game. Some are quite ambitious and go straight for a grand multi-year scale. Others are more realistic and are just trying to nail the next leg up or down. After all were told thats what great market" [X Link](https://x.com/Kacper_PK_CH/status/2015436258210701624) 2026-01-25T14:47Z 13.7K followers, 21.9K engagements "ENERGIES Natural gas $NG stole the spotlight last week one giant winter storm for sure. Simply epic squeeze one for history books. It'd be interesting to see where it normalizes in the next few months. Now Oil price action is also interesting. Summary in the next post. SHORT-TERM TREND CHANGES SINCE LAST WEEK NATURAL GAS UNITED STATES: downtrend 🟥 ➝ uptrend 🟩 MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NATURAL GAS UNITED STATES: sideways 🟨 ➝ uptrend 🟩 COT CHANGES SINCE LAST WEEK NATURAL GAS UNITED STATES: neutral 🟨 ➝ positive 🟩 Medium-Term Trend:past [--] months Short-Term Trend:past [--] weeks" [X Link](https://x.com/Kacper_PK_CH/status/2015526162517377505) 2026-01-25T20:44Z 13.7K followers, [----] engagements "$ZR - Rice at interesting spot" [X Link](https://x.com/Kacper_PK_CH/status/2015529920340885905) 2026-01-25T20:59Z 13.7K followers, [----] engagements "$LBR - Lumber all about housing demand boost now" [X Link](https://x.com/Kacper_PK_CH/status/2015529923847315562) 2026-01-25T20:59Z 13.8K followers, [---] engagements "Platinum - $PL / $PPLT $2800 target reached it's hard to believe but the next extension lies around $3500. We'll read about this market in history books. But first let's see if / where we hop and settle / consolidate. INDUSTRIAL METALS Well what is there left to say Silver just hit $100 Platinum broke out over $2500. Uranium is running Lithium is running Nickel is running. At this point we're left only with iron ore and lead to catch up. SHORT-TERM TREND CHANGES SINCE LAST WEEK https://t.co/7YktqQFdrD INDUSTRIAL METALS Well what is there left to say Silver just hit $100 Platinum broke out" [X Link](https://x.com/Kacper_PK_CH/status/2015676352410571185) 2026-01-26T06:41Z 13.4K followers, [----] engagements "$SLP - Sylvania Platinum At this point I don't know what can stop it before the [----] target. We just need to hold roughly where we are in platinum palladium and rhodium. Right now it's my largest position in the PGM sector. No changes full position holding. $SLP - Sylvania Platinum LTH (Long-Term Hold) And now we're over [----] no changes holding full position. Now if we're to hold here then 1.40-1.50 next is not out of the question. Earnings in [--] days can't wait https://t.co/Nqgh7NaYBM $SLP - Sylvania Platinum LTH (Long-Term Hold) And now we're over [----] no changes holding full position. Now" [X Link](https://x.com/Kacper_PK_CH/status/2015822344200008188) 2026-01-26T16:21Z 13.7K followers, [----] engagements "Natural Gas $NG I don't think I need to tell you who was short going into this squeeze. OK I'll tell you it was managed money. 😉 It'll come down of course but also squeeze for history books. ENERGIES Natural gas $NG stole the spotlight last week one giant winter storm for sure. Simply epic squeeze one for history books. It'd be interesting to see where it normalizes in the next few months. Now Oil price action is also interesting. Summary in the next post. https://t.co/Kf7QX4PCml ENERGIES Natural gas $NG stole the spotlight last week one giant winter storm for sure. Simply epic squeeze one" [X Link](https://x.com/Kacper_PK_CH/status/2015852087259582962) 2026-01-26T18:19Z 13.7K followers, [----] engagements "$NEE - NextEra Energy - trade idea Earnings tomorrow peaking over lower level of resistance. Deserves a starter position imo hard to see stop here so I'll just go with $83.50 here. $NEE - NextEra Energy - trade idea It's about to break out. Earnings in [--] days. I usually don't trade through them other than with long-term options or common shares but I may take it if we breach the level here. Looking at Mar [--] $87.5C also $90.0C. https://t.co/Gut5iAAdIg $NEE - NextEra Energy - trade idea It's about to break out. Earnings in [--] days. I usually don't trade through them other than with long-term" [X Link](https://x.com/Kacper_PK_CH/status/2015889048884093318) 2026-01-26T20:46Z 13.7K followers, [----] engagements "@Abinsing Thank you for good words 🙂 As to $VULC3 it's cheap but not my specialty I own it through $EWZS" [X Link](https://x.com/Kacper_PK_CH/status/2016117839850004575) 2026-01-27T11:55Z 13.7K followers, [---] engagements "$SBSW long trade / LTH (Long-Term Hold) Quite a trade Weve now completed the full cycle back to the [--------] highs. You know what I think at this point well observe the reaction in this zone. As for options we had if youre interested see below. $SBSW long trade / LTH (Long-Term Hold) Strong open this week way over $15.50 now. If we hold then there's really no more resistance until $20.50 I've seen it before but still I'm amazed. https://t.co/Pllp2ddUWZ $SBSW long trade / LTH (Long-Term Hold) Strong open this week way over $15.50 now. If we hold then there's really no more resistance until" [X Link](https://x.com/Kacper_PK_CH/status/2016153132397465772) 2026-01-27T14:15Z 13.4K followers, [----] engagements "$NEE - NextEra Energy long trade Quite a fight here after earnings So far bulls are winning let's see where we close. $NEE - NextEra Energy - trade idea Earnings tomorrow peaking over lower level of resistance. Deserves a starter position imo hard to see stop here so I'll just go with $83.50 here. https://t.co/h1YY87duuw $NEE - NextEra Energy - trade idea Earnings tomorrow peaking over lower level of resistance. Deserves a starter position imo hard to see stop here so I'll just go with $83.50 here. https://t.co/h1YY87duuw" [X Link](https://x.com/Kacper_PK_CH/status/2016163907417620623) 2026-01-27T14:58Z 13.7K followers, [----] engagements "$IVN Ivanhoe Mines LTH (Long-Term Hold) Great few months here. I probably should have averaged up. Need to be more disciplined about it maybe Ill write about that in this weeks market update. 🙂 $IVN long-term hold (LTH) It just dropped 30% then rose 20% wild volatility. I'm moving it to long-term hold. I don't have a full position only about 1/3 of my usual max average around $11 $CAD. Let's see where it goes. https://t.co/ZdG5B5qPrZ $IVN long-term hold (LTH) It just dropped 30% then rose 20% wild volatility. I'm moving it to long-term hold. I don't have a full position only about 1/3 of my" [X Link](https://x.com/Kacper_PK_CH/status/2016184722833944993) 2026-01-27T16:21Z 13.8K followers, [----] engagements "$DVN - Devon Energy long trade idea Breaking out here. Will likely go long if we hold today. Oil is also moving up trying to find the bottom" [X Link](https://x.com/Kacper_PK_CH/status/2016188811554730369) 2026-01-27T16:37Z 13.7K followers, 13.2K engagements "$UBS - it's getting quite ridiculous now. 🙂 $UBS - my bank for decade people bash it also takeover of creditsuisse. Good arguments meanwhile I made 300%. https://t.co/lgPfp0rVST $UBS - my bank for decade people bash it also takeover of creditsuisse. Good arguments meanwhile I made 300%. https://t.co/lgPfp0rVST" [X Link](https://x.com/Kacper_PK_CH/status/2016221038636380498) 2026-01-27T18:45Z 13.6K followers, [----] engagements "$NEE - NextEra Energy breakout trade We had a great day after earnings then sold into the close right below the upper level of resistance. Now when / if we break out for good I'll start the second phase of buying. Closed rest $NEE calls +30% want to see it break out for good first then I'll be back. :) https://t.co/vNylAw4mQ1 Closed rest $NEE calls +30% want to see it break out for good first then I'll be back. :) https://t.co/vNylAw4mQ1" [X Link](https://x.com/Kacper_PK_CH/status/2016464981684834352) 2026-01-28T10:54Z 13.7K followers, [----] engagements "@capnek123 Got $LOT and $AEE here. 🥳" [X Link](https://x.com/Kacper_PK_CH/status/2016476829532520687) 2026-01-28T11:41Z 13.7K followers, [---] engagements "@xyzabcxyz11 Oh yes I can see it. $BTU I may bite" [X Link](https://x.com/Kacper_PK_CH/status/2016483540146311509) 2026-01-28T12:08Z 13.7K followers, [---] engagements "$MGA - Mega Uranium LTH (Long-Term Hold) Another push higher now almost +200% from entry. But it wasnt always fun it dropped -40% in NovemberDecember. Im in a half position now probably sold the other half too soon but in hindsight everything looks easy. 🙂 Let it play out. Uranium is in an uptrend and picking up momentum now. $MGA - Mega Uranium LTH (Long-Term Hold) There was no battle at $0.52 CAD between buyers and sellers; we just sliced through like a knife through butter. 🙂 Oh well very happy with my half position now I never chase. These equities are extremely volatile so let's see if" [X Link](https://x.com/Kacper_PK_CH/status/2016536721551224992) 2026-01-28T15:39Z 13.8K followers, [----] engagements "$DVN - Devon Energy trade / LTH (Long-Term Hold) Breakout holds got shares options spreads. Cut is below the lower zone level. I'll let it play out and not mess with it too much. Total risk now at 1% of trading account. $DVN - Devon Energy long trade idea Breaking out here. Will likely go long if we hold today. Oil is also moving up trying to find the bottom. https://t.co/2rXOQl39qp $DVN - Devon Energy long trade idea Breaking out here. Will likely go long if we hold today. Oil is also moving up trying to find the bottom. https://t.co/2rXOQl39qp" [X Link](https://x.com/Kacper_PK_CH/status/2016628085114757392) 2026-01-28T21:42Z 13.7K followers, [----] engagements "@LukeGromen Why not in $BRL They are paying quite well" [X Link](https://x.com/Kacper_PK_CH/status/2016646094143238512) 2026-01-28T22:54Z 13.5K followers, [---] engagements "$VALE - what should I say at this point A beautiful bull market. Itll end abruptly but lets play until then. @ChrisXFRA $VALE is approaching its first target. What I do is sell 1/3 and wait for that zone to be broken. Then I may add back what I sold with stops below that zone. Thats how I manage risk of course. Now the company is still cheap but not dirt cheap. In March we have the new https://t.co/rF9XPbW9A8 @ChrisXFRA $VALE is approaching its first target. What I do is sell 1/3 and wait for that zone to be broken. Then I may add back what I sold with stops below that zone. Thats how I" [X Link](https://x.com/Kacper_PK_CH/status/2016648052698743201) 2026-01-28T23:02Z 13.4K followers, [----] engagements "I always laugh at people who say Ive never met a rich technician. I love that I used fundamentals for nine years and got rich as a technician. Marty Schwartz Market Wizards by Jack D. Schwager $EUR - Euro below" [X Link](https://x.com/Kacper_PK_CH/status/2016663354660524431) 2026-01-29T00:03Z 13.4K followers, [----] engagements "@rafa201234 Im not sure but sales jumped a lot during the pandemic" [X Link](https://x.com/Kacper_PK_CH/status/2016769308030795979) 2026-01-29T07:04Z 13.6K followers, [---] engagements "Earnings tomorrow: Exxon Mobil $XOM (NYSE) Energy Chevron $CVX (NYSE) Energy Imperial Oil $IMO (TSX) Energy I'll be looking at $CVX here very nice setup" [X Link](https://x.com/Kacper_PK_CH/status/2016790534770086075) 2026-01-29T08:28Z 13.8K followers, [----] engagements "$CVX options sweet spot. I'm adding to watchlist Apr 180C Sep 185C Jan '27 195C. For ITM share like leaps I like 120C" [X Link](https://x.com/Kacper_PK_CH/status/2016790539480211556) 2026-01-29T08:28Z 13.8K followers, [----] engagements "$DVN - Devon Energy Trade / LTH (Long-Term Hold) Nice move pre-market. Oil is also pushing higher largely on the news. Will slowly start taking off near-term options first starting with the Mar [--] $42.5C. It's a longer-term trade. I will be adding what I sold on pullbacks; options in my case are optimal for that. $DVN - Devon Energy trade / LTH (Long-Term Hold) Breakout holds got shares options spreads. Cut is below the lower zone level. I'll let it play out and not mess with it too much. Total risk now at 1% of trading account. https://t.co/XkVOkUuVkd $DVN - Devon Energy trade / LTH" [X Link](https://x.com/Kacper_PK_CH/status/2016819072839643220) 2026-01-29T10:21Z 13.7K followers, [----] engagements "Copper I don't even know what to say anymore. I had a $8/lb target at the end of this decade but markets are moving so fast lately. Things I'm in: $COPX $FCX $TECK $IVN $BHP $KGH $GLEN $FDY $CGNT $NAK Copper Precious metals are stealing the spotlight right now but copper just keeps moving up after its breakout. Real shortages global electrification and a likely upcoming stimulative push for the real economy are now fully evident. My long term target remains unchanged (next https://t.co/aqOJWbJraI Copper Precious metals are stealing the spotlight right now but copper just keeps moving up after" [X Link](https://x.com/Kacper_PK_CH/status/2016863771046588828) 2026-01-29T13:19Z 13.8K followers, [----] engagements "@darkjeweler There will be a shakeout after / if the Iran news is resolved. In that case we'll see a pullback in energy and I'll be reloading. If it's resolved and they don't drop oh boy they're heading much higher. That would be another great bullish signal" [X Link](https://x.com/Kacper_PK_CH/status/2016929068482973960) 2026-01-29T17:38Z 13.5K followers, [----] engagements "$OXY - zoom out" [X Link](https://x.com/Kacper_PK_CH/status/2016978580626899442) 2026-01-29T20:55Z 13.5K followers, [----] engagements "$CAD Canadian Dollar Almost back to pre-pandemic levels. If oil joins the party then look up. And it's already right there knocking. Of course Canada is also a powerhouse in just about every commodity you can name: gold silver copper uranium. Federal debt-to-GDP is also quite low. Good to consider these factors when cycles are unfolding. One can trade it or simply allocate liquidity/cash accordingly. https://twitter.com/i/web/status/2016983517750612301 https://twitter.com/i/web/status/2016983517750612301" [X Link](https://x.com/Kacper_PK_CH/status/2016983517750612301) 2026-01-29T21:15Z 13.7K followers, [----] engagements "$CHF - Swiss Franc still strong taking a breather after the steep breakout" [X Link](https://x.com/Kacper_PK_CH/status/2017195014414033239) 2026-01-30T11:15Z 13.5K followers, [---] engagements "Time for another PGM update this weekend Epic moves high volatility and lots of speculation. We're now seeing the first significant correction but still it comes after the past few months which will go down in history as the fastest advance ever. We'll go through the charts metal by metal then stock by stock. Starting with platinum ( $PL / $PPLT) palladium ( $PA / $PALL) and rhodium ($XRH0). Then: $SBSW $VALT $IMPUY $NPH $ARI $PLG $SLP $ELR $POD https://twitter.com/i/web/status/2017229663270031486 https://twitter.com/i/web/status/2017229663270031486" [X Link](https://x.com/Kacper_PK_CH/status/2017229663270031486) 2026-01-30T13:33Z 13.5K followers, [----] engagements "Platinum - violent consolidation - $PL / $PPLT" [X Link](https://x.com/Kacper_PK_CH/status/2017229667439165526) 2026-01-30T13:33Z 13.7K followers, [---] engagements "@NatoshiSakemoto @somecuriousgirl There goes my weekend 😀 I'll read it love trading books" [X Link](https://x.com/Kacper_PK_CH/status/2017230099708272848) 2026-01-30T13:35Z 13.5K followers, [--] engagements "It seems like everyone on X always has a winning trade. So just to be clear: even though I derisked and stuck to majors my gold and silver equities are bleeding. $RGLD $PAAS $LUG They're bleeding from all time highs but it almost doesn't matter; it feels the same as if Id bought them yesterday. 🙂 Ed Seykota who I often cite and who perhaps comes closest to how I wish to trade said not to escape these feelings even the bad ones. Experiencing them will equip you for the future. Of course we all should choose our own investment or trading approach and it will change as we proceed" [X Link](https://x.com/Kacper_PK_CH/status/2017261266557902897) 2026-01-30T15:38Z 13.7K followers, [----] engagements "$NEE - NextEra Energy Retesting here. If we close above the upper level I'll bite. I like the Jun $95C. Closed rest $NEE calls +30% want to see it break out for good first then I'll be back. :) https://t.co/vNylAw4mQ1 Closed rest $NEE calls +30% want to see it break out for good first then I'll be back. :) https://t.co/vNylAw4mQ1" [X Link](https://x.com/Kacper_PK_CH/status/2017268279228690816) 2026-01-30T16:06Z 13.8K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Kacper_PK_CH Kacper Piotr Kaminski
Kacper Piotr Kaminski posts on X about breakout, level, trade, longterm the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +27%
- [--] Month [---------] -2.60%
- [--] Months [---------] +411%
- [--] Year [----------] +610%
Mentions: [---] #
- [--] Week [---] -5.70%
- [--] Month [-----] +47%
- [--] Months [-----] +150%
- [--] Year [-----] +126%
Followers: [------] #
- [--] Week [------] +3%
- [--] Month [------] +24%
- [--] Months [------] +311%
- [--] Year [------] +607%
CreatorRank: [-------] #
Social Influence
Social category influence finance 41.49% stocks 38.38% countries 15.56% cryptocurrencies 13.9% currencies 9.75% exchanges 1.04% automotive brands 0.62% technology brands 0.62% travel destinations 0.62% financial services 0.21%
Social topic influence breakout #483, level 7.26%, trade #1828, longterm #38, target #1086, platinum #1193, in the 5.39%, money 5.19%, silver #3396, gold 4.98%
Top accounts mentioned or mentioned by @marketsgonewild @worldindeepshit @somecuriousgirl @peterlbrandt @stzwsup @rickpoyton21500 @grok @udiamondballs @ardenit277930 @joshuabarzon @rafa201234 @joshyoung @omgzp @happyfisherman3 @t3_rm @davidke73483404 @capnmike @theglinchpin @b7bckfn2pv @mindcriticalthe
Top assets mentioned Mosaic Co (MOS) Devon Energy Corp (DVN) Validity (VAL) Transocean LTD. (RIG) NextEra Energy Inc (NEE) Planet Labs PBC (PL) BP p.l.c. (BP) Convex Finance (CVX) Borr Drilling Limited (BORR) Kingsoft Cloud Holdings Limited (KC) Exxon Mobil (XOM) Cameco Corporation (CCJ) Shoulder Innovations, Inc. (SI) PolkaBridge (PBR) Caduceus Protocol (CAD) BHP Group Limited (BHP) Royal Gold Inc (RGLD) Magna International (MGA) SPINDLE (SPD) Ameren, Corp. (AEE) Smooth Love Potion (SLP) Teck Resources Limited (TECK) NovaGold Resources Inc. (NG) Canton (CC) Centene Corp (CNC)
Top Social Posts
Top posts by engagements in the last [--] hours
"ENERGIES Oil & gas equities are breaking out across the board but oil itself has not fully joined the party yet. Some managed money is moving back in but nothing like we've seen before. SHORT-TERM TREND CHANGES SINCE LAST WEEK NONE MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NATURAL GAS UNITED STATES: uptrend 🟩 ➝ sideways 🟨 COT CHANGES SINCE LAST WEEK CRUDE OIL UNITED STATES: positive 🟩 ➝ neutral 🟨 Medium-Term Trend: past [--] months Short-Term Trend: past [--] weeks $CL $USO $NG $XLE $COAL Highlight for the week shown below. 👇 https://t.co/dJgBInuENT https://t.co/dJgBInuENT"
X Link 2026-02-08T20:39Z 13.8K followers, [----] engagements
"@DavidKe73483404 @marketsgonewild $LGO thoughts"
X Link 2026-02-06T20:36Z 13.8K followers, [---] engagements
"$DVN - Devon Energy LTH (Long-Term Hold) Now almost at $45. I'll be trimming options along the way but don't plan to touch the core position not until target of $54 at least. Earnings in [--] days we may get some volatility around that time. $DVN - Devon Energy LTH (Long-Term Hold) Setting up for a close above our target. One would normally say its short-term overbought and may pull back. Anything can happen of course but the relative strength during the last oil selloff suggests to me that it wants to push https://t.co/ebE23L2Za8 $DVN - Devon Energy LTH (Long-Term Hold) Setting up for a close"
X Link 2026-02-11T17:58Z 13.8K followers, [----] engagements
"Platinum holding $2000 has to settle down now. $PL $PPLT"
X Link 2026-02-08T20:33Z 13.8K followers, [----] engagements
"Silver - we'll just have to wait for the new structure to form and see where we find the balance between sellers and buyers. Watching the zone around $70 on the downside and $83.50$85.00 on the upside. Range is narrowing. Silver - volatility for the history books. Yet it closed last week over $70 which is higher than we traded for most of December [----]. $SI $SLV $PSLV https://t.co/wQ4BJV8qZp Silver - volatility for the history books. Yet it closed last week over $70 which is higher than we traded for most of December [----]. $SI $SLV $PSLV https://t.co/wQ4BJV8qZp"
X Link 2026-02-12T19:24Z 13.8K followers, [----] engagements
"$CCJ - Cameco And of course for anyone following the uranium space we have Cameco earnings next week on Friday February [--] [----] before the market open. I'll tune in"
X Link 2026-02-07T20:09Z 13.8K followers, [----] engagements
"Covering Equities Forex Metals Energy Treasuries and Agriculture "Don't try to buy at the bottom and sell at the top. It can't be done except by liars." Bernard Mannes Baruch (1957). Baruch: My http://x.com/i/article/2020528222975225857 http://x.com/i/article/2020528222975225857"
X Link 2026-02-08T18:37Z 13.8K followers, 24.5K engagements
"$150 uranium eventually but in [--] years how many will stick and trade it I know one person. Location location location🏘 Spot #Uranium pricing today from #Nuclear fuel brokers @UraniumMarkets highlights rising premium for February delivery to ConverDyn in the #USA📈 with Spot sellers asking $88.00🧀🐭 $87.50 to Orano #France and $87.00 to Cameco #Canada💲⚛⛏🤠🐂 https://t.co/435bAzxg7P Location location location🏘 Spot #Uranium pricing today from #Nuclear fuel brokers @UraniumMarkets highlights rising premium for February delivery to ConverDyn in the #USA📈 with Spot sellers asking $88.00🧀🐭"
X Link 2026-02-10T22:16Z 13.8K followers, [----] engagements
"$MOS Mosaic LTH (Long-Term Hold) Pulling back today may retest that late mini-breakout. I like to trade on top of the core position when we hold key zones and the EMA isn't broken. Hunting now. $MOS Mosaic LTH (Long-Term Hold) Another push higher. Now if we hold there is really no resistance until $38. https://t.co/Jxxop2zSf1 $MOS Mosaic LTH (Long-Term Hold) Another push higher. Now if we hold there is really no resistance until $38. https://t.co/Jxxop2zSf1"
X Link 2026-02-12T19:06Z 13.8K followers, [----] engagements
"Many sectors are trending down now so I'll be patient. Nothing is particularly cheap now. What has woken up is energy so I narrowed it down to last year $BORR $RIG and $VAL but these have already run a lot. I played $XOM $CVX and $DVN breakouts. I do want options on the names I trade. https://twitter.com/i/web/status/2022230196321964403 https://twitter.com/i/web/status/2022230196321964403"
X Link 2026-02-13T08:43Z 13.8K followers, [---] engagements
"@worldindeepshit There is time to slow down when markets are struggling and not trending and it's now. That's for US some EM like $EWZ - Brazil are doing very well now. We'll see how far it'll go"
X Link 2026-02-13T09:04Z 13.8K followers, [---] engagements
"@mindcriticalthe Well I personally build exposure with shares and ITM leaps. :) here I just play to top with small portion of my max for any position"
X Link 2026-02-13T17:51Z 13.8K followers, [--] engagements
"Liquidity Forex Allocation Update - February [--] [----] - 27.5% $USD (10% $TUA 1-3 Month T-Bills) - 35% $CHF - 10% $AUD - 5% $JPY - 22.5% Gold Or without gold roughly: - 35.0% $USD (15% $TUA 1-3 Month T-Bills) - 45.0% $CHF - 12.5% $AUD - 7.5% $JPY Adding 5% long $JPY. Close 21EMA on daily chart. https://t.co/o67wWg4hpP Adding 5% long $JPY. Close 21EMA on daily chart. https://t.co/o67wWg4hpP"
X Link 2026-02-13T21:24Z 13.8K followers, [----] engagements
"$SBSW - Sibanye Finding support where it needs to. We've been riding that roller coaster since mid-last year and took the last options off around $18. Now I'm trading it but with small size and mostly for fun. @Robertmeiday $SBSW hit its previous cycle high and retraced. $15.50 is the potential next support here. 🙂 https://t.co/jTxuzLSJs7 @Robertmeiday $SBSW hit its previous cycle high and retraced. $15.50 is the potential next support here. 🙂 https://t.co/jTxuzLSJs7"
X Link 2026-02-06T20:33Z 13.8K followers, [----] engagements
"U.S. Consumer Price Index (CPI) today. Of course markets can react positively or negatively to any data print but typically inflation coming in below expectations (or at least reported that way) is supportive for equities. This is often not the case with jobs data for example"
X Link 2026-02-13T08:21Z 13.8K followers, [----] engagements
"@worldindeepshit I'm playing ags now via $MOS and $NTR let's see if they are about to run or we'll have to wait till the whole market starts trending"
X Link 2026-02-13T08:45Z 13.8K followers, [---] engagements
"$MOS - Mosaic LTH (Long-Term Hold) + Trade Picked up some June 35C not a lot no need to rush may base here for some time. $MOS Mosaic LTH (Long-Term Hold) Pulling back today may retest that late mini-breakout. I like to trade on top of the core position when we hold key zones and the EMA isn't broken. Hunting now. https://t.co/2tHAPiWGni $MOS Mosaic LTH (Long-Term Hold) Pulling back today may retest that late mini-breakout. I like to trade on top of the core position when we hold key zones and the EMA isn't broken. Hunting now. https://t.co/2tHAPiWGni"
X Link 2026-02-13T17:29Z 13.8K followers, [----] engagements
"US Government 2-Year Bond Yield Finally breaking down though I'd love a larger move. Increased to half position now. It could snap back but if it retests and holds I will add to full. If it just keeps going so be it. Trading via $TUA ETF. US Government 2-Year Bond Yield Down again today just waiting to break. I've got a 1/3 position now it needs confirmation to add full maybe tomorrow with CPI. Trading via $TUA ETF. https://t.co/vxx89CXf6H US Government 2-Year Bond Yield Down again today just waiting to break. I've got a 1/3 position now it needs confirmation to add full maybe tomorrow with"
X Link 2026-02-13T21:05Z 13.8K followers, [----] engagements
"When you genuinely accept the risks you will be at peace with any outcome. When youre at peace with any outcome you will experience a carefree objective state of mind where you make yourself available to perceive and act upon whatever the market is offering you." Mark Douglas Trading in the Zone: Master the Market with Confidence Discipline and a Winning Attitude [----] https://twitter.com/i/web/status/2022598001584165032 https://twitter.com/i/web/status/2022598001584165032"
X Link 2026-02-14T09:05Z 13.8K followers, [---] engagements
"$DVN - Devon Energy LTH (Long-Term Hold) Earnings in [--] days Tuesday after close. Itll be the first after announcing the merger with Coterra Energy. $DVN - Devon Energy LTH (Long-Term Hold) Now almost at $45. I'll be trimming options along the way but don't plan to touch the core position not until target of $54 at least. Earnings in [--] days we may get some volatility around that time. https://t.co/OwI2VIaeLP $DVN - Devon Energy LTH (Long-Term Hold) Now almost at $45. I'll be trimming options along the way but don't plan to touch the core position not until target of $54 at least. Earnings in 6"
X Link 2026-02-14T09:16Z 13.8K followers, [----] engagements
"Tin - Repricing Continues Just amazing we're now at [----] highs If you're interested in a deep dive into the companies see the cited post below. Producers (majority revenue from tin): Alphamin Resources $AFM (TSXV) Materials Andrada Mining $ATM (LSE AIM) Materials Metals X $MLX (ASX) Materials Malaysia Smelting Corporation $5916 (Bursa Malaysia) PT Timah $TINS (IDX) Minsur S.A. $MINSURI1 (BVL) Yunnan Tin Company $000960 (SZSE) Developers / Explorers: Cornish Metals $CUSN (LSE AIM TSXV) First Tin $1SN (LSE) Elementos Limited $ELT (ASX) Stellar Resources $SRZ (ASX) TinOne Resources"
X Link 2026-01-13T13:20Z 13.8K followers, [----] engagements
"$BORR - Borr Drilling LTH (Long-Term Hold) Finally broke out above the $4.15 zone pulled back on lower volume retested and went. Back in full position now. bought back the 3/10 I sold earlier at $4.22. That's just how I play it of course there are many other systems. Also set stops for that 3/10. $BORR - Borr Drilling long-term hold LTH Another push higher this time over $4.15 important level. Let's settle over it first it'd set us for the next move. 7/10 position left. https://t.co/zbVxXEzVbJ $BORR - Borr Drilling long-term hold LTH Another push higher this time over $4.15 important level."
X Link 2026-01-21T15:21Z 13.8K followers, [----] engagements
"$NUE - Nucor steel is up enough said. Earnings tomorrow. $NUE - Nucor Largest steel producer in North America. Just reported earnings: slight beat and more buybacks. And oh dear they've repurchased a lot of stock in the last [--] years explaining share price performance. It'll be interesting to see how it performs in reflation. For https://t.co/IWwubw1gRT $NUE - Nucor Largest steel producer in North America. Just reported earnings: slight beat and more buybacks. And oh dear they've repurchased a lot of stock in the last [--] years explaining share price performance. It'll be interesting to see how"
X Link 2026-01-25T11:07Z 13.8K followers, [----] engagements
"$OXY - Occidental Petroleum I'm interested for the first time since [----]. We now have a wide breakout range here around $45$49.50 so execution would be a bit nuanced. It could play out as it sometimes does: we run toward the upper level of resistance then see who wins: buyers or sellers. I like the $50C for April and May or the September $55C. https://twitter.com/i/web/status/2016978576164475157 https://twitter.com/i/web/status/2016978576164475157"
X Link 2026-01-29T20:55Z 13.8K followers, [----] engagements
"$MOS Mosaic LTH (Long-Term Hold) There is a core position and there is trading on top of it. For the core we have shares + ITM Jan [----] $20 calls. Now we're also setting up for a $29.20 break. If it pushes over I'll trade it too. $MOS - Mosaic LTH (Long-Term Hold) We just touched the $29.20 level; let's see if we can break it soon. 🙂 If we do $32.50 is the next stop. No changes in outright shares or options - holding. https://t.co/ZA9aHEoP4r $MOS - Mosaic LTH (Long-Term Hold) We just touched the $29.20 level; let's see if we can break it soon. 🙂 If we do $32.50 is the next stop. No changes"
X Link 2026-02-04T21:34Z 13.8K followers, [----] engagements
"$CVX - Chevron LTH (Long-Term Hold) / trade Well I wanted to add options on weakness but there is none. I'm in shares enjoying the ride. It will pull back at some point so I'm keeping dry powder ready. $CVX like we talked about it pulled back after the Iran news resolved (or did it). In any case it's not yet where I typically buy options. These can fall more than they should when people panic but that's not the situation here. I'm in common shares for now; perhaps I'll https://t.co/cm7V3BY7W0 $CVX like we talked about it pulled back after the Iran news resolved (or did it). In any case it's"
X Link 2026-02-09T16:21Z 13.8K followers, [----] engagements
"$CCL - Carnival Spreads right lLower risk but guess what lower reward. 😀 In any case spreads were sold +15% and now I got some April $37 calls for $1.30 IV 45%. $CCL - breaking over resistance. [----] gap close is around $40. https://t.co/kRGyVnlOtn $CCL - breaking over resistance. [----] gap close is around $40. https://t.co/kRGyVnlOtn"
X Link 2026-02-09T16:55Z 13.8K followers, [----] engagements
"@L1763559L @WSBGold That's true But also I pay like [--] francs (around [--] dollars) here for a [---] g steak in a decent restaurant. I'll never understand it. I'm a farmer and own farms we sell it for maybe [--] franc per kg. All the people in between have to get paid I guess"
X Link 2026-02-09T20:01Z 13.8K followers, [--] engagements
"$JPY Japanese Yen long. Perhaps we can reach [---] to the US dollar $USD. Time will tell. Long JPY when a trade works I dont close it I want to press it. Looking for 10% account exposure. We can always move to breakeven and enjoy the ride. Nothing is more liquid than forex. https://t.co/g2Otyjulei Long JPY when a trade works I dont close it I want to press it. Looking for 10% account exposure. We can always move to breakeven and enjoy the ride. Nothing is more liquid than forex. https://t.co/g2Otyjulei"
X Link 2026-02-11T10:47Z 13.8K followers, [----] engagements
"$CNC - Canada Nickel Company LTH (Long-Term Hold) Pullback on declining volume forming new support at the previous breakout zone. It's a long for me so I hold but if I didn't this is the setup I'd be looking for in trading. $CNC - Canada Nickel Company LTH (Long-Term Hold) Again massive volume. Once it broke out it took no prisoners. This won't last long of course but I think many can now see what I saw. It'll be volatile in fact I already experienced a -30% drawdown for a few weeks in https://t.co/1iAnKRYFIA $CNC - Canada Nickel Company LTH (Long-Term Hold) Again massive volume. Once it"
X Link 2026-02-11T17:45Z 13.8K followers, [----] engagements
"$D - Dominion Energy. Nice breakout. Quite a low volume let's see where we close the week. $D - Dominion Energy Breakout here. These are pretty much the only setups I go for this year. https://t.co/MKliJn3VzV $D - Dominion Energy Breakout here. These are pretty much the only setups I go for this year. https://t.co/MKliJn3VzV"
X Link 2026-02-11T18:13Z 13.8K followers, [----] engagements
"$AIEQ - AI Powered Equity ETF Ive been using AI for financial analysis screening and trading signals pretty much since it was possible and I gotta say its improving almost every month. Have to filter it but less and less the pace of advancement is hard to deny. Still there arent many genuinely AI-powered ETFs out there but they're coming. I'm curious about their performance as adoption grows. Eventually we may see markets where one AI trades largely against other AIs. Its already estimated that roughly 90% of hedge funds use it in some form today. So the real question isnt whether it will"
X Link 2026-02-12T21:32Z 13.8K followers, [----] engagements
"$NEE - NextEra Energy Rolled the last few to June 105C free ride now with part of the profits. $NEE - NextEra Energy Approaching my target. At that point I'll be almost fully out since it was just a trade. https://t.co/99IYXyivWK $NEE - NextEra Energy Approaching my target. At that point I'll be almost fully out since it was just a trade. https://t.co/99IYXyivWK"
X Link 2026-02-13T17:23Z 13.8K followers, [----] engagements
"@KobeissiLetter There is one exception yields are falling in Switzerland. Difference Balanced budget"
X Link 2025-09-01T22:11Z 13.8K followers, [----] engagements
"Nickel the quiet setup update - Thread 🧵p.1 We'll go through best equities and their charts. All eyes are on precious metals. Its understandable: gold and silver just had their best 2-year run in decades. But to win big in commodities you need to target whats ignored. First in my series of forgotten ones well cover how to play it and the key nickel equities. Assembled by AI analyst it's improving - less mistakes and no hallucinations. High-exposure Producers $INCO Vale Indonesia Indonesia $NIC Nickel Industries Australia/Indonesia $GMKN Norilsk Nickel Russia $3833.HK Xinjiang Xinxin China"
X Link 2025-10-26T16:52Z 13.8K followers, 90.5K engagements
"Right in my expertise. I'll soon go through all agricultural companies. Including $FMC $CTVA $NTR $MOS $CF $IPI $DE and more in emerging/sustainable ag plays. $FMC Nobody likes -80% https://t.co/19rDxUFT8s $FMC Nobody likes -80% https://t.co/19rDxUFT8s"
X Link 2025-10-26T18:07Z 13.8K followers, 20.2K engagements
"Agriculture Deep Dive Fertilizers - Part [--] 🧵 $MOS The Mosaic Company Phosphate Potash United States Truly global company with multiple production sites in USA Canada and Brazil - all agricultural giants. Great play for the next cycle. It has sold off ahead of earnings scheduled in [--] days. Of course not what existing shareholders like to hear believe me I'm one of them but it needs to be said: it offers potential buying opportunity for new investors. As with everything to go big I need a trend change or stupidly cheap assets. This may take a while; it's certainly not a race. I'll be actively"
X Link 2025-11-02T19:52Z 13.8K followers, 18.1K engagements
"@ChristianHeiens No need to imagine it happened after 1929"
X Link 2025-11-09T08:37Z 13.8K followers, 21.2K engagements
"Oil Equities - Buying the Hate These are my positions below. $XOM $PBR $EQNR $TTE $IPCO (larger ones); $VAL $BORR $RIG (drillers); $GPRK $PXT (smaller ones). Of course being invested doesn't mean I've added them last week I've been accumulating for a while now; every entry is different and depends on value. I currently hold close to 10% of my long-term investment account in this sector hoping to increase to 20% if I get that chance. Oil - Bottoming Process If you want a reliable signal for how the real economy is actually doing look at oil. Certain sectors may be booming like AI or"
X Link 2025-12-10T23:08Z 13.8K followers, 33.1K engagements
"$MOS Mosaic LTH (Long-Term Hold) Its just coiling here for the next move. If we break $29.20 I will trade on top of the core position. $MOS Mosaic LTH (Long-Term Hold) There is a core position and there is trading on top of it. For the core we have shares + ITM Jan [----] $20 calls. Now we're also setting up for a $29.20 break. If it pushes over I'll trade it too. https://t.co/6GUcUGlHTa $MOS Mosaic LTH (Long-Term Hold) There is a core position and there is trading on top of it. For the core we have shares + ITM Jan [----] $20 calls. Now we're also setting up for a $29.20 break. If it pushes over"
X Link 2026-02-06T17:21Z 13.8K followers, 12.5K engagements
"Silver - volatility for the history books. Yet it closed last week over $70 which is higher than we traded for most of December [----]. $SI $SLV $PSLV"
X Link 2026-02-08T20:33Z 13.8K followers, 10.1K engagements
"Adding 5% long $JPY. Close 21EMA on daily chart. Liquidity Forex Allocation Update - February [--] [----] The dollar started the week below support so I adjusted accordingly. A $JPY long also looks interesting here; we may add it once a trend shift is confirmed. More in subsequent posts below. - 30% $USD (1-3 Month T-Bills) - Liquidity Forex Allocation Update - February [--] [----] The dollar started the week below support so I adjusted accordingly. A $JPY long also looks interesting here; we may add it once a trend shift is confirmed. More in subsequent posts below. - 30% $USD (1-3 Month T-Bills) -"
X Link 2026-02-10T08:37Z 13.8K followers, [----] engagements
"$D - Dominion Energy Breakout here. These are pretty much the only setups I go for this year"
X Link 2026-02-10T21:31Z 13.8K followers, [----] engagements
"$VZLA - Vizsla Silver Someone got more than $600K of 7.5C yesterday for Dec [----]. Would love to meet that person"
X Link 2026-02-12T14:50Z 13.8K followers, [----] engagements
"US Government 2-Year Bond Yield Down again today just waiting to break. I've got a 1/3 position now it needs confirmation to add full maybe tomorrow with CPI. Trading via $TUA ETF. US Government 2-Year Bond Yield I think we're ready to head lower here and initiate a long 2-year bonds trade. There are futures and ETFs available. I have my favorite more details in the post below. https://t.co/MMsdUlKr4B US Government 2-Year Bond Yield I think we're ready to head lower here and initiate a long 2-year bonds trade. There are futures and ETFs available. I have my favorite more details in the post"
X Link 2026-02-12T19:15Z 13.8K followers, [----] engagements
"$CCJ - Cameco Q4 [----] Results Conference Call in a few hours. Start at 8:00 a.m. Eastern time. $CCJ - Cameco And of course for anyone following the uranium space we have Cameco earnings next week on Friday February [--] [----] before the market open. I'll tune in. https://t.co/SHft537TJQ $CCJ - Cameco And of course for anyone following the uranium space we have Cameco earnings next week on Friday February [--] [----] before the market open. I'll tune in. https://t.co/SHft537TJQ"
X Link 2026-02-13T07:19Z 13.8K followers, [----] engagements
"Eurozone trade balance rises to +12.6B. It really only turns negative during periods of high oil and gas prices (20052009 [--------] 20222023). This affects $EUR strength but it's particularly important against $USD after the shale revolution when the US rapidly became the worlds largest oil producer. Such is the energy markets influence on forex not the only factor but so massive it can move mountains. https://twitter.com/i/web/status/2022261864122462303 https://twitter.com/i/web/status/2022261864122462303"
X Link 2026-02-13T10:49Z 13.8K followers, [----] engagements
"Vive la France Uranium. 👇 It's official📜💥#France has today decreed an expansion of #Nuclear power which reverses previous plan to shut [--] reactors instead life-extend them👴 and build at least [--] and up to [--] new gigantic 1.65GW EPR2 reactors plus SMR ⚛🏗👷🤠🐂 #Uranium https://t.co/WxwA2gI7Zo It's official📜💥#France has today decreed an expansion of #Nuclear power which reverses previous plan to shut [--] reactors instead life-extend them👴 and build at least [--] and up to [--] new gigantic 1.65GW EPR2 reactors plus SMR ⚛🏗👷🤠🐂 #Uranium https://t.co/WxwA2gI7Zo"
X Link 2026-02-13T19:54Z 13.8K followers, [----] engagements
"$AEM Agnico Eagle Mines Record reserves aggressive growth almost back to all-time high. Agnico Eagle posts record reserves hikes payout https://t.co/c4yKSvjFCE Agnico Eagle posts record reserves hikes payout https://t.co/c4yKSvjFCE"
X Link 2026-02-13T20:26Z 13.8K followers, [----] engagements
"Cocoa 👇 The Great Cocoa Collapse continues as prices have now plunged more than 70% from its December [----] all-time high 🚨📉 https://t.co/MQmis6WbPt The Great Cocoa Collapse continues as prices have now plunged more than 70% from its December [----] all-time high 🚨📉 https://t.co/MQmis6WbPt"
X Link 2026-02-13T21:26Z 13.8K followers, [----] engagements
"Probability of [--] cuts by the end of [----] now up to 80.4%"
X Link 2026-02-13T22:05Z 13.8K followers, [----] engagements
"It's time to get some sun. Destination - La Palma. 🙂"
X Link 2026-02-14T11:35Z 13.8K followers, [----] engagements
"When asked why I'm interested in cyclical industries - I'd just show the charts like $WHC - Whitehaven Coal. While many celebrate bubble like mega caps that from time to time can do 5-10X - in cyclicals this is regular and faster"
X Link 2025-05-14T20:53Z 13.8K followers, [----] engagements
"If oil and gas prices remain high the U.S. Dollar $USD Canadian Dollar $CAD and Norwegian Krone $NOK may strengthen. The Euro $EUR Indian Rupee $INR and China could face pressure"
X Link 2025-06-22T06:23Z 13.8K followers, [----] engagements
"Some of the Platinum and Palladium companies since the post: Valterra Platinum $VALT (LSE) Impala Platinum $IMPUY (OTC US) Sibanye-Stillwater $SBSW (NYSE) Northam Platinum $NPTLF (OTC US) Platinum Group Metals $PLG (NYSE American) Sylvania Platinum $SAPLF (OTC US) Eastern Platinum $ELRFF (OTC US) @M1628491016 How to play Platinum in my opinion only of course: Valterra Platinum $VALT (LSE) Impala Platinum $IMPUY (OTC US) Sibanye-Stillwater $SBSW (NYSE) Northam Platinum $NPTLF (OTC US) African Rainbow Minerals $AFBOF (OTC US) Platinum Group Metals $PLG (NYSE American) @M1628491016 How to play"
X Link 2025-07-18T08:01Z 13.7K followers, [----] engagements
"$GEMI - Gemini Space Station down -35% from IPO. Damn maybe I need a cooler name for my company. 😀"
X Link 2025-09-17T15:12Z 13.8K followers, [----] engagements
"@CrypticTrades_ SEC (Securities and Exchange Commission) is closed due to shutdown there will be no investigation. Government shutdown halts most of SEC agenda guidance - Pensions & Investments https://www.pionline.com/rules-regulations/government-politics/pi-sec-government-shutdown-atkins-regulation/ https://www.pionline.com/rules-regulations/government-politics/pi-sec-government-shutdown-atkins-regulation/"
X Link 2025-10-11T07:47Z 13.8K followers, [----] engagements
"Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October [--] Zions Bancorporation $ZION US Financials Cleveland-Cliffs $CLF US Materials PrairieSky Royalty $PSK CN Energy Tuesday October [--] Netflix $NFLX US Communication Services General Electric Aerospace $GE US Industrials Coca-Cola $KO US Consumer Staples Philip Morris International $PM US Consumer Staples Lockheed Martin $LMT US Industrials General Motors $GM US Consumer Discretionary EQT $EQT US Energy Steel Dynamics $STLD US Materials Halliburton $HAL US Energy Matador Resources $MTDR US Energy Wednesday"
X Link 2025-10-19T15:17Z 13.7K followers, [----] engagements
"PrairieSky Royalty $PSK reports tomorrow Im very attracted to royalty business and Im hunting for the best way to get oil & gas exposure for the next cycle. Combination of the two is even better. $PSK operates in Canada but Im doing a broad deep dive into this category particularly in North America - USA but also trying to find global royalty opportunities. Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October [--] Zions Bancorporation $ZION US Financials Cleveland-Cliffs $CLF US Materials PrairieSky Royalty $PSK CN Energy Tuesday October [--] Netflix $NFLX US"
X Link 2025-10-19T18:03Z 13.8K followers, [----] engagements
"Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October 27: Nucor $NUE US Materials Indian Oil $IOCL IN Energy Alliance Resource Partners $ARLP US Energy Alpek $ALPEKA MM Materials Tuesday October 28: Visa $V US Financials Southern Copper $SCCO US Materials BNP Paribas $ BNP FP Financials Mondelez International $ MDLZ US Consumer PayPal $PYPL US Technology D.R. Horton $ DHI US Consumer Enphase Energy $ENPH US Energy Centerra Gold $CG CN Materials Wednesday October 29: Microsoft $MSFT US Technology Meta Platforms $META US Technology Alphabet $GOOG US Technology"
X Link 2025-10-26T16:19Z 13.8K followers, 17.5K engagements
"Nickel the quiet setup update - Thread 🧵 p.6 $MBMA - Merdeka Battery Materials Strategically located in Sulawesi which has one of the largest nickel deposits in Indonesia. Once again it has recovered from April crash but as the whole sector from time to time it offers opportunities for those who want to get in on the trade. https://twitter.com/i/web/status/1982497817034960998 https://twitter.com/i/web/status/1982497817034960998"
X Link 2025-10-26T17:21Z 13.7K followers, [----] engagements
"$ARLP - Alliance Resource Partners U.S. Coal producer. Earnings arrived better than expected. What I am wondering is if we'll ever get a buying opportunity like in [----] ever again. I doubt it. Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October 27: Nucor $NUE US Materials Indian Oil $IOCL IN Energy Alliance Resource Partners $ARLP US Energy Alpek $ALPEKA MM Materials Tuesday October 28: Visa $V US Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October 27: Nucor $NUE US Materials Indian Oil $IOCL IN Energy Alliance Resource"
X Link 2025-10-27T21:12Z 13.8K followers, [----] engagements
"$FMC - FMC Corporation Nothing short of decimation after earnings but also earlier I think we can call it that. I'll be going through a lot of agricultural companies by Sunday; it's right in my expertise. Including $FMC $CTVA $NTR $MOS $CF $IPI $DE and more in emerging/sustainable ag plays. Markets Update October [--] [----] part [--] 🧵 Earnings on our radar this week: Monday October 27: Nucor $NUE US Materials Indian Oil $IOCL IN Energy Alliance Resource Partners $ARLP US Energy Alpek $ALPEKA MM Materials Tuesday October 28: Visa $V US Markets Update October [--] [----] part [--] 🧵 Earnings on our radar"
X Link 2025-10-30T14:53Z 13.8K followers, [----] engagements
"Agriculture Deep Dive Fertilizers - Part [--] 🧵 $CF CF Industries Nitrogen United States Another giant this one in nitrogen fertilizers. One of my favorite holdings in this sector with by far one of the best-looking charts. Profitable even in worst conditions with large buybacks and healthy dividend. That said it mainly operates in the USA so I'll be looking for potentially tame quarterly earnings in just [--] days. But hey they have surprised me to the upside before. The story of CF Industries is as much about nitrogen fertilizer as it is about natural gas. It is after all it can be at times"
X Link 2025-11-02T20:32Z 13.8K followers, [----] engagements
"Agriculture Deep Dive Fertilizers - Part [--] 🧵 $YAR.OL Yara International Nitrogen NPK Norway Another giant this time across the Atlantic. Yara has truly international presence on almost every continent. No buybacks and periodic high dividends. Not my first choice to buy and hold but a solid cyclical play. Earnings are behind us; they were quite good especially compared to weaker [----] and [----]. Here I'll look to examine the effects of the Mercosur agreement on European agriculture and to a lesser extent USA tariffs. https://twitter.com/i/web/status/1985087958274248936"
X Link 2025-11-02T20:53Z 13.6K followers, [----] engagements
"Agriculture Deep Dive Fertilizers - Part [--] 🧵 $ICL ICL Group Potash Phosphate NPK Israel Not a buy for me due to geopolitical risk. Still it deserves analysis: large company with exports to Europe and the Americas. Well-run even in unfavorable markets but not particularly cheap now. Itll likely rise with the whole sector but for now we're just keeping an eye on it. https://twitter.com/i/web/status/1985371782077943815 https://twitter.com/i/web/status/1985371782077943815"
X Link 2025-11-03T15:41Z 13.8K followers, [----] engagements
"Agriculture Deep Dive Fertilizers - Part [--] 🧵 $SDF.DE K+S AG Potash Germany As market cap decreases companies become more interesting for asymmetric opportunities. That said I don't believe K+S is one at this moment but it may be. Revenue stream is a bit more complex but majority still comes from potash and specialized fertilizers. Running on small losses which isn't particularly a problem in cyclicals. If anything it can be an opportunity. Going from very bad to bad is often where significant money is made. But for that we'd have to wait for the whole fertilizer market to turn."
X Link 2025-11-03T15:47Z 13.8K followers, [----] engagements
"Agriculture Deep Dive Fertilizers - Part [--] 🧵 $2020.SR SABIC Agri-Nutrients Nitrogen Saudi Arabia Here it gets interesting. It's no secret that fertilizer production requires a lot of energy particularly for ammonia and urea with natural gas being an integral component. And Saudi Arabia has a lot of energy. High margins good dividends no debt growing volumes. Many factors line up in the company's favor. There's always certain geopolitical risk which will influence position size but we're always operating in some form of risk. Worth watching as it's trending up."
X Link 2025-11-03T16:01Z 13.8K followers, [----] engagements
"Agriculture Deep Dive Fertilizers - Part [--] 🧵 $IPI Intrepid Potash Potash United States Back to the USA a company more of you are probably familiar with. We're reviewing these charts to prepare for opportunities like [----] when Intrepid Potash rose about 10X in just [--] years. We're now waiting for the next cycle. This small-cap company sells almost exclusively in the US. It has no debt but doesn't make much money at current prices. You know what that means: every additional margin dollar will matter a lot here - a solid alpha play when markets start moving"
X Link 2025-11-03T16:37Z 13.8K followers, [----] engagements
"Agriculture Deep Dive Fertilizers - Part [--] 🧵 $PHOR.ME PhosAgro Phosphate Russia Not tradable for Western investors until the war ends. English communication is scarce since [----]. I remember Jim Rogers joined the board once it was a good idea at the time might have been profitable. Anyhow revenue is now almost exclusively domestic. Many expect war resolution to weaken fertilizer markets - and it likely would initially. But most miss that impact would be moderate once the true cycle begins. https://twitter.com/i/web/status/1985388714999054428"
X Link 2025-11-03T16:48Z 13.8K followers, [----] engagements
"Offshore Drilling Deep Dive - Part [--] 🧵 $NE Noble Corporation First note: The energy sector is in the bottoming process especially oil. Were looking at contrarian opportunities for the next bull cycle in oil & gas. Each company has its own story but when the wind turns we want to be ready. We have to start with one of the leaders in global offshore drilling. After its [----] merger with Diamond Offshore Noble now operates one of the largest and most modern fleets in the industry. Solid backlog and improving day-rates. Currently consolidating after the April market crash rebound a pattern seen"
X Link 2025-11-10T22:42Z 13.7K followers, [----] engagements
"Offshore Drilling Deep Dive - Part [--] 🧵 $VAL Valaris Ltd. What can we say its one of our favorites. Full disclosure I personally bought it at an average of $32.43 for about 0.20% of the long-term account (all posted here on X). Its run quite a bit since then. It remains in an uptrend but would we buy it here Wed probably wait for a pullback easier said than done. Strong earnings still trading around a P/E of [--]. Global operations diverse fleet and solid contract coverage. We plan to stick with this one till the end of the next cycle whenever it starts."
X Link 2025-11-10T22:52Z 13.7K followers, [----] engagements
""Canadas first large-scale LNG export project firing on all cylinders as it ignites second train" LNG Canada - a joint venture of Shell $SHEL Petronas $PCHEM PetroChina KOGAS $036460.KS and Mitsubishi $8058.T - has started up its second LNG train in Kitimat British Columbia reaching [--] mtpa capacity with plans to potentially double it to four trains in Phase [--]. Link to article in the next post 👇 http://857.HK http://857.HK"
X Link 2025-11-11T10:21Z 13.8K followers, [----] engagements
""Afterthe same role for Phase [--] a joint venture consisting of Fluor Corporation and JGC Holdings was recently hired to update the front-end engineering and design(FEED) for potential Phase 2." $FLR (Fluor Corp.); $1963.T (JGC Holdings) https://www.offshore-energy.biz/canadas-first-large-scale-lng-export-project-firing-on-all-cylinders-as-it-ignites-second-train/ https://www.offshore-energy.biz/canadas-first-large-scale-lng-export-project-firing-on-all-cylinders-as-it-ignites-second-train/"
X Link 2025-11-11T10:23Z 13.8K followers, [---] engagements
"🧵(12/13) Eastern Platinum $ELR Couldn't clear $0.36 CAD in that last push; juniors are extremely volatile beasts. Needs more fundamental digging than pure chart work but I can see we're reaching sequential higher lows on the last few pullbacks. https://twitter.com/i/web/status/1989810309775638745 https://twitter.com/i/web/status/1989810309775638745"
X Link 2025-11-15T21:38Z 13.8K followers, [----] engagements
"🧵(13/13) Southern Palladium $SPD This ones in Australia. Shot straight up to the previous high and like we pointed out last time it's consolidating. Message stands - with all pre-production small caps solid fundamental analysis is your only real shield against getting chopped in speculation. https://twitter.com/i/web/status/1989810808990425267 https://twitter.com/i/web/status/1989810808990425267"
X Link 2025-11-15T21:40Z 13.8K followers, [----] engagements
"I like the Pebble deposit a lot. If only it moves forward that would be great [----] moz contained gold. $NAK - Northern Dynasty Minerals. But for my investing focus I like $BHP - BHP Group more every time I dig into the company. Olympic Dam is truly one exceptional project in world history. table via http://mining.com RANKED: Worlds top [--] gold projects https://t.co/oJG4xhQ1om http://mining.com RANKED: Worlds top [--] gold projects https://t.co/oJG4xhQ1om"
X Link 2025-11-19T18:48Z 13.8K followers, [----] engagements
"Coffee - $KC Riding that tiny short here volatile beast. Anecdotal: bought 1kg (2 lbs) of the good quality coffee today for $12 it was around $20 just two months ago. Coffee $KC Last spike was a gift but I only nibbled into that short wasn't worth posting. I had no idea what Trump and Bessent would do regarding tariffs. Regardless you can't keep people from their coffee Highly unpopular policy. I need my [--] cups a day. 🙂 https://t.co/dtFzDX86iu Coffee $KC Last spike was a gift but I only nibbled into that short wasn't worth posting. I had no idea what Trump and Bessent would do regarding"
X Link 2025-11-19T20:16Z 13.8K followers, [----] engagements
"@Tonyforever2003 I'm holding. Got actually both $PXT and $GPRK but couldn't say they are my largest positions. I do plan to allocate 25% of account to energy if we get a solid drawdown"
X Link 2025-11-20T22:08Z 13.7K followers, [---] engagements
"Coffee - $KC short Up +12% now on this one. Would love to see COT data but it's really not needed gotta trade without it as well. We're still in backwardation it'd suggest full exit around $3.00-$3.20 per pound. Coffee - $KC Riding that tiny short here volatile beast. Anecdotal: bought 1kg (2 lbs) of the good quality coffee today for $12 it was around $20 just two months ago. https://t.co/Tc1zCFjBq5 Coffee - $KC Riding that tiny short here volatile beast. Anecdotal: bought 1kg (2 lbs) of the good quality coffee today for $12 it was around $20 just two months ago. https://t.co/Tc1zCFjBq5"
X Link 2025-11-21T12:39Z 13.8K followers, [----] engagements
"Markets Update November [--] [----] Part [--] 🧵 Earnings this week: Monday November [--] Naspers $NPN (JSE) Communication Services Agilent $A (NYSE) Healthcare Keysight Technologies $KEYS (NYSE) Technology Zoom $ZM (NASDAQ) Technology/Communication Woodward $WWD (NASDAQ) Industrials Semtech $SMTC (NASDAQ) Technology Central Garden & Pet $CENTA (NASDAQ) Consumer Compass Diversified Holdings $CODI (NYSE) Financials Tuesday November [--] Alibaba $BABA (NYSE) Consumer/Tech / Analog Devices $ADI (NASDAQ) Technology Dell Technologies $DELL (NYSE) Technology Autodesk $ADSK (NASDAQ) Technology "
X Link 2025-11-23T18:14Z 13.8K followers, [---] engagements
"Sweden's Mining Inspectorate has granted Aura Energy an exploration permit for a new 1000-hectare tenement adjacent to Aura's existing Hggn tenement. $AEE -article below"
X Link 2025-11-25T19:02Z 13.8K followers, [----] engagements
"$BORR - Borr Drilling Oil may be down but drillers are running strong. Many were extremely oversold earlier this year. Up +58.3% on this one. I also hold $VAL and $RIG. Offshore Drilling Deep Dive - Part [--] 🧵 $BORR Borr Drilling (Bermuda) Another one I took a position in. For full disclosure entry was at $2.08 a tiny position of 0.07% of the long-term account (also posted here on X). Each investor positions differently but for us https://t.co/EgtPpU1v1h Offshore Drilling Deep Dive - Part [--] 🧵 $BORR Borr Drilling (Bermuda) Another one I took a position in. For full disclosure entry was at"
X Link 2025-11-25T19:29Z 13.7K followers, [----] engagements
"🧵(3/13) Palladium $PA / $PALL Zooming out we can see that we've completed the first phase of this bull market. We've reached $1600 retraced and are now consolidating. What I'm still looking for next is a few weeks of trading above $1480 (where I was stopped out of the position). It'd signal strength. On the downside I'll be looking for entries around $1350 $1260. https://twitter.com/i/web/status/1994852910857900334 https://twitter.com/i/web/status/1994852910857900334"
X Link 2025-11-29T19:36Z 13.7K followers, [---] engagements
"Palladium Momentum is back on really in all precious metals. We've tested $1350 support and took off. Next level to watch is the previous high of $1600. Clear that and we're on the way to $1800. Otherwise we'll have more consolidation may take some time. $PL / $PPLT $PA / $PALL $SBSW $VALT $IMPUY $NPH $ARI $PLG $SLP $ELR Markets Update November [--] [----] Part [--] 🧵 INDUSTRIAL METALS SHORT-TERM TREND CHANGES LAST WEEK: SILVER UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 COPPER UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 PLATINUM UNITED STATES: Sideways 🟨 ➝ Uptrend 🟩 PALLADIUM https://t.co/CUXlxX7MtN"
X Link 2025-12-01T11:17Z 13.7K followers, [----] engagements
"Platinum Key Levels Hold Perfect touch of $1740 short term traders taking profits and looking for a new entry. How do I know well I'm one of them. Still my core position is unchanged. $PL / $PPLT $PA / $PALL $SBSW $VALT $IMPUY $NPH $ARI $PLG $SLP $ELR Platinum Key Levels Ahead Momentum is back on. After a multi-week pullback from the recent $1740 high weve tested the $1500 area a few times and it now looks like solid support; which also becomes our risk level. From here we either push back toward $1740 and break above https://t.co/TL5m0z3WAp Platinum Key Levels Ahead Momentum is back on."
X Link 2025-12-01T15:55Z 13.7K followers, [----] engagements
"$VAL - Valaris long-term hold LTH Hitting another high here and oil cycle hasn't even started yet. +90% from entry $VAL - Valaris long-term hold LTH First of all you can follow this trade or any other by checking the posts below. I make it a rule to follow up on every position from first purchase to last sale. That said Valaris just hit +75% from the average entry. Id prefer it not to https://t.co/SRISsHCWcN $VAL - Valaris long-term hold LTH First of all you can follow this trade or any other by checking the posts below. I make it a rule to follow up on every position from first purchase to"
X Link 2025-12-03T20:03Z 13.7K followers, [----] engagements
"Copper - Breakout Follow-up 👍 We moved even higher here on LME. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT Copper - Breakout Confirmed 👍 Pick your next target I guess. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT https://t.co/HLIIDfAQ6b Copper - Breakout Confirmed 👍 Pick your next target I guess. My basket below. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT https://t.co/HLIIDfAQ6b"
X Link 2025-12-05T22:10Z 13.4K followers, [----] engagements
"Coffee - $KC short Shorting is one of my least favorite trades it's at least twice as hard as going long. That said I use sharp dips to cover some or sometimes even the full position. Shorting gains can vanish quickly; the sharpest rallies often occur in downtrends. We're still in backwardation here with contracts for late [----] at around $3.20. But that is a long time to wait. https://twitter.com/i/web/status/1998079865598132621 https://twitter.com/i/web/status/1998079865598132621"
X Link 2025-12-08T17:18Z 13.7K followers, [----] engagements
""Lundin Gold outlines [----] guidance explores expansion options at Fruta del Norte . higher royalties and profit-sharing linked to the higher gold price assumption had added about $150/oz compared with [----] cost guidance." $RGLD has $LUG royalty. 👍 https://www.miningweekly.com/article/lundin-gold-outlines-2026-guidance-explores-expansion-options-at-fruta-del-norte-2025-12-09 https://www.miningweekly.com/article/lundin-gold-outlines-2026-guidance-explores-expansion-options-at-fruta-del-norte-2025-12-09"
X Link 2025-12-10T10:44Z 13.8K followers, [----] engagements
"That's a $300M contract for Valaris $VAL with Shell $SHELL. And it's offshore Brazil the new oil powerhouse. $EWZ $PBR $VAL $NE $SDRL $RIG More contracting in the UDW space. https://t.co/gCb5wy4LAC $VAL $NE $SDRL $RIG More contracting in the UDW space. https://t.co/gCb5wy4LAC"
X Link 2025-12-12T07:32Z 13.7K followers, [----] engagements
"I bought $TECK - Teck Resources not only for copper but also for one of the best Zinc exposures available especially after they divested their coal business. My position will change after the merger with $AAL - Anglo American. Any ideas for other great Zinc plays"
X Link 2025-12-12T08:59Z 13.8K followers, [----] engagements
"I do hold $FWZ - Fireweed Metals. I invest in most of The Lundin Group companies. Now I'm looking to replace $TECK with another large Zinc producer"
X Link 2025-12-12T09:43Z 13.7K followers, [----] engagements
"$NEXA - Next Resources looks interesting"
X Link 2025-12-12T09:50Z 13.8K followers, [----] engagements
"🧵(4/13) Rhodium $XRH0 Still doing the same - moves up consolidates moves up and consolidates again. In a way it's good certainly less volatile than platinum or palladium for now that is. Extremely tiny but critical for many industries. Its price almost doesn't matter; you don't need much of it minimal impact on final product cost. Staying long until the trend changes. Important note on $XRH0 ETC - it has extremely low liquidity and price fluctuate widely from premium to discount. Good to keep in mind that one unit corresponds to [----------] ounces of Rhodium"
X Link 2025-12-14T18:01Z 13.6K followers, [----] engagements
"🧵(12/13) Eastern Platinum $ELR Still setting up to clear that $0.36 CAD we're now up roughly +50% from the bottom of that last pullback alone. Juniors are extremely volatile beasts. It needs more fundamental digging than pure chart work but from the technical side I can see were getting sequential higher lows on the last few pullbacks. https://twitter.com/i/web/status/2000272765882949861 https://twitter.com/i/web/status/2000272765882949861"
X Link 2025-12-14T18:32Z 13.5K followers, [---] engagements
"🧵(13/13) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing tier-1 Bengwenyama deposit. Shot straight up to the previous high from [----] and like we pointed out last time it was consolidating. Now after high volume Friday advance we're on the verge of breakout. If we do we'll move to the NPV and development / funding requirements calculations. https://twitter.com/i/web/status/2000275717590851699 https://twitter.com/i/web/status/2000275717590851699"
X Link 2025-12-14T18:44Z 13.8K followers, [----] engagements
"Coffee - $KC short Only 1/4 left here. [--] solid down days here. Coffee - $KC short Shorting is one of my least favorite trades it's at least twice as hard as going long. That said I use sharp dips to cover some or sometimes even the full position. Shorting gains can vanish quickly; the sharpest rallies often occur in downtrends. We're https://t.co/lM8YwK0NWg Coffee - $KC short Shorting is one of my least favorite trades it's at least twice as hard as going long. That said I use sharp dips to cover some or sometimes even the full position. Shorting gains can vanish quickly; the sharpest rallies"
X Link 2025-12-17T16:34Z 13.8K followers, [----] engagements
"Top [--] Capital-Intensive Bulk Mining Projects [--]. Waad Al Shamal (Saudi Arabia Phosphate) $1211.SR Maaden $2010.SR SABIC [--]. Simandou (Guinea Iron Ore) $RIO Rio Tinto (plus state/private partners) [--]. Serra Sul / S11D (Brazil Iron Ore) $VALE Vale [--]. Carmichael (Australia Coal) $ADANIENT Adani Enterprises [--]. Lac Otelnuk (Canada Iron Ore) Private MetalQuest Mining [--]. Jansen (Canada Potash) $BHP BHP Group [--]. Sino Iron (Australia Iron Ore) $267.HK CITIC [--]. Rio Colorado (Argentina Potash) $VALE Vale (legacy owner) [--]. Minas-Rio (Brazil Iron Ore) $AAL Anglo American $VALE Vale [--]. Roy Hill (Australia"
X Link 2025-12-19T07:23Z 13.8K followers, [----] engagements
"$AEE - Aura Energy LTH (Long-Term Hold) One of the uranium juniors I traded and now decided to buy again for longer. Will try to average in on major dips. It hasnt built Tiris mine yet its a pre-construction uranium project with good economics at current prices. Financing of US$230250m is the key risk likely a mix of debt equity and offtake-backed funding. If uranium stays $80/lb dilution could be manageable; if not shareholders (myself included) will pay the price. We get Sweden asset on top but for now I leave it out from my valuation target which is roughly 3X from here in conservative"
X Link 2025-12-19T09:44Z 13.8K followers, [----] engagements
"@hydrocarbro I've got drillers $VAL $BORR and $RIG. Haven't researched technology providers in detail but I have $SLB $BKR & $HAL via small exposure to $IEZ ETF"
X Link 2025-12-19T13:53Z 13.7K followers, [---] engagements
"$SPD - Southern Palladium Breakout over $1.48 retest and +25% candle in a single day. Speechless. 🙂 🧵(13/13) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing tier-1 Bengwenyama deposit. Shot straight up to the previous high https://t.co/oPgZ7HqXPI 🧵(13/13) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing"
X Link 2025-12-19T15:40Z 13.8K followers, [----] engagements
"Coffee - $KC short Another dip now also for Dec [--] futures these are around $3/lb. Coffee - $KC short Only 1/4 left here. [--] solid down days here. https://t.co/bcl0CrmzCc Coffee - $KC short Only 1/4 left here. [--] solid down days here. https://t.co/bcl0CrmzCc"
X Link 2025-12-19T18:16Z 13.8K followers, [----] engagements
"From juniors I have now only $LOT $AEE and $HLU when talking about positions worth mentioning. I had much more but shifted to large names as we were going parabolic in the last push not that long ago. $URNM and $URNJ are good for me to trade around but I prefer single names. By far it's $MGA now which is a holding company with discount due to liquidity. I've got $NXE and $CCJ from big ones they are good since I can manage them with options while keeping almost full positions. https://twitter.com/i/web/status/2002130570290008279 https://twitter.com/i/web/status/2002130570290008279"
X Link 2025-12-19T21:35Z 13.8K followers, [---] engagements
"$MGA - Mega Uranium LTH (Long-Term Hold) It's been volatile but now caught up in only a few days Still my largest holding in the uranium space. It's doubled for me now. That said today's volume has ETF rebalance written all over it. 🙂 $MGA long-term hold LTH Still my largest position in the Uranium sector. Approaching now this cycle high. Taking some trims 1/5 of the original position. Keeping lion share it will stay there until / if we get that triple digit uranium spot repricing weve been looking for. https://t.co/4WZmJSzynK $MGA long-term hold LTH Still my largest position in the Uranium"
X Link 2025-12-19T21:49Z 13.7K followers, [----] engagements
"Underinvestment in the oil sector could bite with a vengeance. I am / will be well positioned before it does. $XOM $PBR $EQNR $TTE $IPCO $VAL $BORR $RIG $GPRK $PXT Low oil prices are the cure for low prices. Major E&Ps are already cutting CapEx to deal with weaker prices: - Petrobras: cutting $2B over five years - Eni: cutting $2B - Shell: cutting $12.4B - Chevron: cutting $2B Everyone is shifting toward cash returns and capital https://t.co/8juQKqkve7 Low oil prices are the cure for low prices. Major E&Ps are already cutting CapEx to deal with weaker prices: - Petrobras: cutting $2B over"
X Link 2025-12-25T08:52Z 13.8K followers, 54.9K engagements
"Aluminum The metals rally is broadening. I track and publish these trends every week precisely so we don't miss them. Aluminum - Breakout Continues It may be the most abundant metal in Earth's crust but the global push in transportation defense spending data centers and energy is driving that marginal demand. $ALI (COMEX). The only question is what will prevail in 2026: questionable growth https://t.co/XI0yURKR2G Aluminum - Breakout Continues It may be the most abundant metal in Earth's crust but the global push in transportation defense spending data centers and energy is driving that"
X Link 2025-12-26T23:07Z 13.8K followers, 16.6K engagements
"I think we've entered stage [--] of asset class rotation through the six stages of the business cycle; we'll know very soon. 👍 Metals look a lot like Q4 [--] https://t.co/faQ89ksCVM Metals look a lot like Q4 [--] https://t.co/faQ89ksCVM"
X Link 2025-12-27T09:19Z 13.8K followers, 61.4K engagements
"🧵(4/13) Rhodium $XRH0 The least volatile among PGMs lately if you can believe it It's still doing the same - moves up consolidates moves up and consolidates again. I love it certainly less volatile than platinum or palladium for now that is. Extremely tiny but critical for many industries. Its price almost doesn't matter; you don't need much of it minimal impact on final product cost. Staying long until the trend changes. Important note on $XRH0 ETC - it has extremely low liquidity and price fluctuate widely from premium to discount. Good to keep in mind that one unit corresponds to"
X Link 2025-12-28T14:30Z 13.6K followers, [----] engagements
"🧵(9/13) African Rainbow Minerals $ARI Staying in the South African stocks. Looks like this one wants to join the party. We're now at the $20K resistance level in $ZAR tested a few times but we haven't broken out yet. We'll need to clear that $20K then the way opens toward $24K. This is typically the setup I'm looking for so I will trade it as well when / if given that chance. We'll probably have to wait for that breakout until earnings in [---] months but you never know these days. https://twitter.com/i/web/status/2005292124296585637 https://twitter.com/i/web/status/2005292124296585637"
X Link 2025-12-28T14:57Z 13.6K followers, [----] engagements
"🧵(12/13) Eastern Platinum $ELR If your heart rate increased you may want to trade this one. 😀 We've said many times that once $0.36 CAD gives we may see something spectacular to the upside. But before that it has tested people multiple times with 20-50% moves and that just in the last [--] months. Juniors are extremely volatile beasts. It needs more fundamental digging than pure chart work but technically we saw sequential higher lows on recent pullbacks a clear sign of a possible move higher. https://twitter.com/i/web/status/2005295531069780044"
X Link 2025-12-28T15:11Z 13.8K followers, [----] engagements
"🧵(13/13) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing tier-1 Bengwenyama deposit. Shot straight up to the previous high from [----] and like we pointed out last time retraced consolidated and took off. We pointed to high volume Friday advance two weeks ago it was setting up for a nice breakout. Now we can move to the NPV and development / funding requirements calculations. Happy to hear from you if you find one"
X Link 2025-12-28T16:10Z 13.8K followers, [----] engagements
"$MGA Mega Uranium LTH (Long-Term Hold) Right back at $0.52 CAD. Going to half the position. Now we may see a battle between buyers and sellers over that level. I want to see who wins. I have absolutely no hesitation to add back if we break to the upside even at a higher price. I prefer confirmation that's just my risk management style and I hope I always have the discipline to stick to it. $MGA long-term hold LTH Still my largest position in the Uranium sector. Approaching now this cycle high. Taking some trims 1/5 of the original position. Keeping lion share it will stay there until / if we"
X Link 2026-01-02T15:24Z 13.8K followers, [----] engagements
"$FDY - Faraday Copper LTH (Long-Term Hold) The Lundin family does it again. And we haven't even seen the 40000-meter drilling results yet I can't wait. Well-funded for this phase let's see where this journey takes us. $FDY - Faraday Copper LTH (long-term hold) New all-time high today. Absent significant market weakness in [----] copper should perform very well. Shortages are structural. As for Faraday I'm looking forward to drilling results as a next catalyst. The Lundin family's track https://t.co/4WFtqRHzbA $FDY - Faraday Copper LTH (long-term hold) New all-time high today. Absent significant"
X Link 2026-01-02T18:26Z 13.8K followers, [----] engagements
"Full Offshore Drilling Deep Dive below for those interested. 👇 $NE Noble Corporation $VAL Valaris Ltd. $RIG Transocean Ltd. $SDRL Seadrill Ltd. $BORR Borr Drilling $ODL Odfjell Drilling $2382 ADES Holding $SHLF Shelf Drilling Ltd. $ABAN Aban Offshore Offshore Drilling Deep Dive - Part [--] 🧵 In this thread well walk through key publicly traded offshore drilling companies reviewing their fundamentals and chart setups to get a clearer sense of where we are in the cycle. Note: There are outstanding experts in this field and https://t.co/jAgAnLgRBo Offshore Drilling Deep Dive - Part [--] 🧵 In this"
X Link 2026-01-03T19:27Z 13.8K followers, 12.4K engagements
"Lithium is surging higher; we continuously track it and publish updates every week. It's still relatively low compared to the last peak but it's a good start. $LIT $SQM (our LTH - Long-Term Hold) $ALB INDUSTRIAL METALS - published weekly in Markets Update SHORT-TERM TREND CHANGES SINCE LAST WEEK STEEL HRC - UNITED STATES: sideways 🟨 ➝ uptrend 🟩 MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NICKEL - LME UNITED KINGDOM: sideways 🟨 ➝ uptrend 🟩 COT CHANGES SINCE LAST https://t.co/LpnLNjyqAV INDUSTRIAL METALS - published weekly in Markets Update SHORT-TERM TREND CHANGES SINCE LAST WEEK STEEL HRC -"
X Link 2026-01-05T09:55Z 13.6K followers, [----] engagements
"$CNC - Canada Nickel Company LTH (Long-Term Hold) We're back at $1.50 $CAD maybe higher when we open. Inherently volatile and likely to remain so. I'm happy to ride it out mainly because I sized the position right / small. $CNC - Canada Nickel Company LTH (Long-Term Hold) It looks like we retested $1.20 and are now moving higher. The next target will reveal itself with time but the ones I have penciled in are $1.50 and $1.80. Patience will be required with this one IMO. https://t.co/l1n4a6cB07 $CNC - Canada Nickel Company LTH (Long-Term Hold) It looks like we retested $1.20 and are now moving"
X Link 2026-01-05T14:15Z 13.8K followers, [----] engagements
"Bought $MOS"
X Link 2026-01-05T18:13Z 13.7K followers, 12.3K engagements
"Iron Ore Finally Signs of life here. It doesn't need to go much higher for the best producers to enjoy good margins. $BHP $VALE $GRR"
X Link 2026-01-07T11:13Z 13.5K followers, [----] engagements
"If copper demand rises +50% by [----] my estimates of $8/lb are far too conservative. $COPX $FCX $TECK $IVN $BHP $GLEN $FDY $CGNT $NAK AI to boost copper demand 50% by [----] S&P https://t.co/9u5LWNOXsU AI to boost copper demand 50% by [----] S&P https://t.co/9u5LWNOXsU"
X Link 2026-01-08T16:05Z 13.8K followers, [----] engagements
"$SQM LTH (Long-Term Hold) Well it's still running higher likely because lithium has come back to life. At this point I'll just let it ride and exit when the trend changes. I'll post of course when I'm out. $SQM LTH (long-term hold) Chile chose a more free-market approach with new president it seems. It'll be interesting to see how their equities react today. Is it priced in or do we get another push higher Given current lithium and fertilizer prices we'll be fairly to richly https://t.co/HU6X6RaHFE $SQM LTH (long-term hold) Chile chose a more free-market approach with new president it seems."
X Link 2026-01-08T16:56Z 13.8K followers, [----] engagements
"I have $CCJ $NXE $MGA smaller caps; $LOT $AEE and speculations: $HLU $FUU. Plus ETFs $URNM $URNJ. Which one is the best Hard to say markets will be the judge :) I entered these at different levels from now trimmed at different points added at some and all have different sizes in my account so that also complicates things. We'll just have let it play out. https://twitter.com/i/web/status/2009687965019099182 https://twitter.com/i/web/status/2009687965019099182"
X Link 2026-01-09T18:05Z 13.7K followers, [---] engagements
"$PYPL - PayPal LTH (Long-Term Hold) The hate continues it seems. Tax-loss selling has dried up but it just can't catch a bid. Wrong trade no other way around it. But investment Let's see I will let it play out and watch the $50$56 reaction. Entered it with years in mind so I need to respect that. $PYPL PayPal long-term hold (LTH) Tax-loss selling seems to be drying up look at the volume during that last decline. Value investors and traders spotted the opportunity and moved in; we've had a nice few days. Next I'd love to see much higher volume to confirm the change. https://t.co/J71gRB0vH2"
X Link 2026-01-12T20:50Z 13.8K followers, [----] engagements
"$PER - their land value is 2X the market cap company"
X Link 2026-01-13T03:11Z 13.7K followers, 19.1K engagements
"$AUOZ +25% @Premski_SGP @marketsgonewild"
X Link 2026-01-14T20:23Z 13.6K followers, [----] engagements
"$RIO (Rio Tinto) and $GLEN (Glencore) are considering an ASX coal spin-off. Well I would love to receive those shares. 🙂 Rio Tinto Glencore mull ASX coal spin-off https://t.co/OAHmpTwvll Rio Tinto Glencore mull ASX coal spin-off https://t.co/OAHmpTwvll"
X Link 2026-01-15T17:09Z 13.8K followers, 15.3K engagements
"$MGA - Mega Uranium LTH (Long-Term Hold) There was no battle at $0.52 CAD between buyers and sellers; we just sliced through like a knife through butter. 🙂 Oh well very happy with my half position now I never chase. These equities are extremely volatile so let's see if we have a retest yet. $MGA Mega Uranium LTH (Long-Term Hold) Right back at $0.52 CAD. Going to half the position. Now we may see a battle between buyers and sellers over that level. I want to see who wins. I have absolutely no hesitation to add back if we break to the upside even at a higher https://t.co/9QRdUv94vT $MGA Mega"
X Link 2026-01-16T14:46Z 13.7K followers, [----] engagements
"Latest $RGLD presentation nice overview of assets: https://s28.q4cdn.com/583965976/files/doc_presentation/2026/1/Royal-Gold-Presentation-January-2026-FINAL.pdf https://s28.q4cdn.com/583965976/files/doc_presentation/2026/1/Royal-Gold-Presentation-January-2026-FINAL.pdf"
X Link 2026-01-16T22:57Z 13.7K followers, [---] engagements
"$INR - Indian Rupee vs $USD - US Dollar If I could produce one chart showing why Gold and Gilver are so widely held in India beyond cultural reasons that would be it"
X Link 2026-01-17T16:06Z 13.7K followers, [----] engagements
"🧵(5/14) Sibanye Stillwater $SBSW It's quite funny but last time I was writing this update during my winter stay in South Africa. After all it's where most PGMs are mined Sibanye treated us extremely well last year. We recently reached target of $15.50 as we discussed. Now we're moved way above it. If PGMs just hold where they are then previous high around $20.50 is well within reach. That said I have removed most of the risk / took profits and bought $20 calls for Jan [----] with few % of the winnings to capture this upside if we get it. Time for another PGM update 🧵 (1/14) After all the past"
X Link 2026-01-17T23:18Z 13.8K followers, [----] engagements
"🧵(9/14) African Rainbow Minerals $ARI Staying in the South African stocks. Looked like this one wanted to join the party and it sure did since the last update. We were knocking at the $20K resistance level in $ZAR tested a few times but we broken out now that the way opens toward $24K. This is typically the setup I'm looking for so as I said last time I took it. https://twitter.com/i/web/status/2012665892660744390 https://twitter.com/i/web/status/2012665892660744390"
X Link 2026-01-17T23:18Z 13.6K followers, [---] engagements
"🧵(11/14) Sylvania Platinum $SLP We pointed that it may be ready for the next move and now we got it. We settled above 87p and moved right to the next target level of 115p (British Pound $GBP). Now if we break it as well then [---] is next. Its still my largest stock position after $SBSW so its clear Ive done a lot of research on this one. Im interested in their production increase plans. https://twitter.com/i/web/status/2012665900395049096 https://twitter.com/i/web/status/2012665900395049096"
X Link 2026-01-17T23:18Z 13.8K followers, [---] engagements
"🧵(12/14) Eastern Platinum $ELR As we said if your heart rate increased you may want to trade this one. We've said many times that once $0.36 CAD gives we may see something spectacular to the upside just look at this volatility But before that it has tested people multiple times with 20-50% moves and that just in the last [--] months. Juniors are extremely volatile beasts. It needs more fundamental digging than pure chart work but technically we saw sequential higher lows on recent pullbacks a clear sign of a possible move higher. https://twitter.com/i/web/status/2012665904312516679"
X Link 2026-01-17T23:18Z 13.8K followers, [---] engagements
"🧵(13/14) Southern Palladium $SPD This ones in Australia. As requested I've done more research on this one. It sets up to be the next new PGMs mine in South Africa after Ivanhoe Platreef. It's developing tier-1 Bengwenyama deposit. Shot straight up to the previous high from [----] and like we pointed out last time retraced consolidated and took off. Now we can move to the NPV and development / funding requirements calculations. Happy to hear from you if you find one https://twitter.com/i/web/status/2012665908158759118 https://twitter.com/i/web/status/2012665908158759118"
X Link 2026-01-17T23:18Z 13.7K followers, [---] engagements
"If we get a US-Brazil deal here it could be more comprehensive than just rare earths and likely quite supportive for Brazilian stocks. $EWZ $EWZS $PBR $NU $VALE $ERJ $GGB $PRIO3 US in talks with Brazil on rare earth partnership: FT https://t.co/aZjnq4OEF9 US in talks with Brazil on rare earth partnership: FT https://t.co/aZjnq4OEF9"
X Link 2026-01-18T19:58Z 13.7K followers, 11.7K engagements
"@USenkowski @bftd2025 It's tier [--]. For me it's not that big in the account. 🙂"
X Link 2026-01-19T14:54Z 13.8K followers, [--] engagements
"$CNC - Canada Nickel Company LTH (Long-Term Hold) Again massive volume. Once it broke out it took no prisoners. This won't last long of course but I think many can now see what I saw. It'll be volatile in fact I already experienced a -30% drawdown for a few weeks in December. Such is the nature of these stocks. I'd encourage people to do their own analysis and set their own targets. Mine is much higher than the current price and will evolve as details change. I also expect further volatility and solid pullbacks ahead. $CNC - Canada Nickel Company LTH (Long-Term Hold) Halted earlier now"
X Link 2026-01-19T20:57Z 13.8K followers, [----] engagements
"$FDY - Faraday Copper LTH (Long-Term Hold) And we hit $3.00 $CAD now the Lundin family really knows how to deliver. Next 40000-meter drilling results at Copper Creek Project (US Arizona) I can't wait. Well-funded for this phase let's see where this journey ultimately takes us. https://twitter.com/i/web/status/2013397754190442978 https://twitter.com/i/web/status/2013397754190442978"
X Link 2026-01-19T23:46Z 13.8K followers, [----] engagements
"$FURY - Fury Gold Mines LTH (Long-Term Hold) It was in the red in the green in the red and now back in the green. Taking half off and letting the rest run (with stops at break even). Will likely run but I see other opportunities. $FURY - Fury Gold Mines LTH (Long-Term Hold) I'm sure it started moving in sympathy to all other Gold miners and it is getting interesting. I've done my research but the fact that Agnico $AEM is buying it made me want to speculate long. Let's see where it takes us. Many https://t.co/cvk4MlT0eU $FURY - Fury Gold Mines LTH (Long-Term Hold) I'm sure it started moving in"
X Link 2026-01-20T14:51Z 13.8K followers, [----] engagements
"$RGLD - Royal Gold LTH (Long-Term Hold) Here I recently added using some profits from silver. Below I explain why I think it's a good hold even after its recent run. If it's added to the S&P [---] it could go much higher. But even without that IMO it's the relatively cheapest major royalty company out there. $RGLD - Royal Gold LTH (Long-Term Hold) Up again now +70% since we flagged it in July [----]. It was sold off then after the Sandstorm takeover. Impressive move for such a large cap. I'm certainly not selling anytime soon still in full position. Next possible catalyst described"
X Link 2026-01-20T15:20Z 13.7K followers, [----] engagements
"$NG - Natural Gas We've had a lot of Managed Money shorts here right as we retraced to the medium-term trend (+4 months). We're now up +25% from there. The good thing is that we'll see those shifts in Friday's COT report. They might have trapped shorts there on that last sell-off. Follow up will be interesting. $NG https://t.co/YT2KDKBdx9 They might have trapped shorts there on that last sell-off. Follow up will be interesting. $NG https://t.co/YT2KDKBdx9"
X Link 2026-01-20T22:09Z 13.6K followers, [----] engagements
"@Crypto_Fever1 It all depends on entry. Look for $MGA in my timeline. I post all companies Im in and from where and where I sell. That said my largest holding in the sector is Uranium itself"
X Link 2026-01-21T00:45Z 13.7K followers, [--] engagements
"$MOS - Mosaic LTH (Long-Term Hold) Among the market selloff look for what is going up relative strength is a powerful indicator. $MOS - Mosaic LTH (Long-Term Hold) +12% from entry in stock. Jan [--] 15C are up +20% but these are not that liquid if we get over $30 share price I'll roll them higher. It will be volatile but helps to think in 3-5 year terms. Risk for cut marked on the chart. https://t.co/c2C93ecHGo $MOS - Mosaic LTH (Long-Term Hold) +12% from entry in stock. Jan [--] 15C are up +20% but these are not that liquid if we get over $30 share price I'll roll them higher. It will be"
X Link 2026-01-21T01:22Z 13.6K followers, 22.6K engagements
"$PXT - Parex Resources LTH (Long-Term Hold) Second gap closed at $20. A breakout above this zone will likely push the stock higher. Could be great for a trade on top of the core long position. We likely need higher oil prices first but the alert is set. $PXT - Parex Resources long-term hold (LTH) Up +50% including reinvested dividends. At the bottom yield reached 20% annualized. Love cheap assets it did that move this despite flat oil prices. Back to fair value now so very easy money has been made. That said I'm happy to https://t.co/i8ezIwgJuR $PXT - Parex Resources long-term hold (LTH) Up"
X Link 2026-01-21T17:40Z 13.7K followers, [----] engagements
"$NG - Natural Gas So many shorts got trapped here unbelievable +75% on the week. Gotta say one could learn a lot trading NG for a few months. $NG - Natural Gas We've had a lot of Managed Money shorts here right as we retraced to the medium-term trend (+4 months). We're now up +25% from there. The good thing is that we'll see those shifts in Friday's COT report. https://t.co/jeAFD6rvMp $NG - Natural Gas We've had a lot of Managed Money shorts here right as we retraced to the medium-term trend (+4 months). We're now up +25% from there. The good thing is that we'll see those shifts in Friday's"
X Link 2026-01-22T05:58Z 13.7K followers, [----] engagements
"$EWZS Brazil small caps. This ETF contains some gems; if you have time and are ambitious you can find great undervalued companies here"
X Link 2026-01-22T08:53Z 13.8K followers, [----] engagements
"$MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at $29.20 next we have just large open space to $38.25. $MOS - Mosaic LTH (Long-Term Hold) Among the market selloff look for what is going up relative strength is a powerful indicator. https://t.co/9V45vgwDZh $MOS - Mosaic LTH (Long-Term Hold) Among the market selloff look for what is going up relative strength is a powerful indicator. https://t.co/9V45vgwDZh"
X Link 2026-01-22T15:35Z 13.7K followers, 10.8K engagements
"$MOS zoom in"
X Link 2026-01-22T15:36Z 13.7K followers, [----] engagements
"Over $29.30 in $MOS we can quickly squeeze hopefully towards another roll level around $32.50. $MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at $29.20 next we have just large open space to $38.25. https://t.co/iH02Cs1TU7 $MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at $29.20 next we have just large open space to $38.25. https://t.co/iH02Cs1TU7"
X Link 2026-01-22T16:44Z 13.7K followers, [----] engagements
"Copper - breakout & pause Better picture on LME without the tariff mess. We've now reached the next extension level around $12K USD/t or $6.00-$6.10 USD/lb. Of course these are just for orientation. What is real is supply destruction and data center buildout. I think we'll ultimately go much higher perhaps $8.00/lb next. $COPX $FCX $TECK $IVN $KGH $BHP $GLEN $FDY $CGNT $NAK https://twitter.com/i/web/status/2014417225999102035 https://twitter.com/i/web/status/2014417225999102035"
X Link 2026-01-22T19:17Z 13.6K followers, [----] engagements
"$KGH - KGHM Polska Mied - Polish copper and silver major. I've honestly never seen anything like it"
X Link 2026-01-22T19:17Z 13.6K followers, [----] engagements
"$KGH - KGHM Polska Mied Polish copper and silver major. What am I even supposed to do now I think the only rational thing is to set trailing stops it looks like it's bending backwards. $KGH - KGHM Polska Mied Polish mining giant 10th largest copper producer and 3rd largest silver producer in the world. That says a lot already. What a ride. I'd normally consider taking some risk off the table after such a move but for now I'm optimistic about [----] shaping https://t.co/fWKi0r9nWJ $KGH - KGHM Polska Mied Polish mining giant 10th largest copper producer and 3rd largest silver producer in the"
X Link 2026-01-22T19:24Z 13.6K followers, [----] engagements
"First of all superb Congratulations It depends on your goal: where do you see $MOS going and how are you sized for that play I'd size more ITM calls; for $30 calls I'd size less usually. I'd trim 20% of them until we break $29.20 one can always add back later. But if I'm right (60% of the time) these 30C will reach $9.00 by year-end. https://twitter.com/i/web/status/2014495972164776014 https://twitter.com/i/web/status/2014495972164776014"
X Link 2026-01-23T00:30Z 13.7K followers, [---] engagements
"@Wasim_Pervaiz @BULLReturns I like $AEE"
X Link 2026-01-23T01:12Z 13.7K followers, [---] engagements
"All eyes are on precious metals; meanwhile coking / metallurgical coal has just started running. $COAL INDUSTRIAL METALS Green / uptrend across the board not something you see very often. SHORT-TERM TREND CHANGES SINCE LAST WEEK IRON ORE 62% - CHINA: uptrend 🟩 ➝ sideways 🟨 MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NONE COT CHANGES SINCE LAST WEEK NONE https://t.co/iQX30Zxzta INDUSTRIAL METALS Green / uptrend across the board not something you see very often. SHORT-TERM TREND CHANGES SINCE LAST WEEK IRON ORE 62% - CHINA: uptrend 🟩 ➝ sideways 🟨 MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NONE"
X Link 2026-01-23T10:51Z 13.7K followers, [----] engagements
"$TUD - Tudor Gold Corp. We're halfway there towards $1.75 $CAD. I won't be setting stops but if you're in the trade you may each of us manages risk a bit differently. 👍 $TUD - a break over $1.22 could see a fast advance to $1.75. https://t.co/Hejm42ILqy $TUD - a break over $1.22 could see a fast advance to $1.75. https://t.co/Hejm42ILqy"
X Link 2026-01-23T15:29Z 13.8K followers, [----] engagements
"$MOS - Mosaic LTH (Long-Term Hold) We just touched the $29.20 level; let's see if we can break it soon. 🙂 If we do $32.50 is the next stop. No changes in outright shares or options - holding. $MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at $29.20 next we have just large open space to $38.25. https://t.co/iH02Cs1TU7 $MOS - Mosaic LTH (Long-Term Hold) Rolled my 15C higher to 20C for Jan [----] that's +$286 per contract. No changes to common shares holding. First target stands at"
X Link 2026-01-23T15:37Z 13.7K followers, [----] engagements
"$MOS possible scenario. 👇"
X Link 2026-01-23T15:37Z 13.7K followers, [----] engagements
"$SLP - Sylvania Platinum LTH (Long-Term Hold) And now we're over [----] no changes holding full position. Now if we're to hold here then 1.40-1.50 next is not out of the question. Earnings in [--] days can't wait $SLP - Sylvania Platinum LTH (Long-Term Hold) We've reached out target of [----] now let's see how we react here. Earnings are in [--] days. If this market has more to give I'll be looking towards 1.40-1.50 next. https://t.co/jD3xYQ0l64 $SLP - Sylvania Platinum LTH (Long-Term Hold) We've reached out target of [----] now let's see how we react here. Earnings are in [--] days. If this market has"
X Link 2026-01-23T16:18Z 13.7K followers, [----] engagements
"Platinum $PL / $PPLT Its incredible but managed money largely escaped the trade right before the recent breakout above $2500. Ive kept COT designated as positive for weeks now; the trade was no longer crowded. A powerful indicator when viewed from a trend perspective. Platinum breakout over $2500 now . https://t.co/QXRJ2KZYnB Platinum breakout over $2500 now . https://t.co/QXRJ2KZYnB"
X Link 2026-01-23T23:39Z 13.4K followers, [----] engagements
"$NEE - NextEra Energy - trade idea It's about to break out. Earnings in [--] days. I usually don't trade through them other than with long-term options or common shares but I may take it if we breach the level here. Looking at Mar [--] $87.5C also $90.0C"
X Link 2026-01-24T23:25Z 13.7K followers, [----] engagements
"@roundtripCapMan Uptrend $PLN vs $EUR lots of Gold buying dynamic economy first destination for the money from the east. Great tax incentives many will move to my homeland I'm sure. Politics is a bit messy but where it is not right :)"
X Link 2026-01-25T09:40Z 13.5K followers, [---] engagements
"$STLD - Steel Dynamics also reports tomorrow"
X Link 2026-01-25T11:07Z 13.7K followers, [---] engagements
"Covering Equities Forex Metals Energy Treasuries and Agriculture Working to anticipate the future can be a distraction from the important task of dealing with the present. Ed Seykota interviewed in the first book of the Market Wizards series (Jack D. Schwager 1989) We can see it almost everywhere right now: on TV on social media in analyst calls. Predicting the future seems to be the name of the game. Some are quite ambitious and go straight for a grand multi-year scale. Others are more realistic and are just trying to nail the next leg up or down. After all were told thats what great market"
X Link 2026-01-25T14:47Z 13.7K followers, 21.9K engagements
"ENERGIES Natural gas $NG stole the spotlight last week one giant winter storm for sure. Simply epic squeeze one for history books. It'd be interesting to see where it normalizes in the next few months. Now Oil price action is also interesting. Summary in the next post. SHORT-TERM TREND CHANGES SINCE LAST WEEK NATURAL GAS UNITED STATES: downtrend 🟥 ➝ uptrend 🟩 MEDIUM-TERM TREND CHANGES SINCE LAST WEEK NATURAL GAS UNITED STATES: sideways 🟨 ➝ uptrend 🟩 COT CHANGES SINCE LAST WEEK NATURAL GAS UNITED STATES: neutral 🟨 ➝ positive 🟩 Medium-Term Trend:past [--] months Short-Term Trend:past [--] weeks"
X Link 2026-01-25T20:44Z 13.7K followers, [----] engagements
"$ZR - Rice at interesting spot"
X Link 2026-01-25T20:59Z 13.7K followers, [----] engagements
"$LBR - Lumber all about housing demand boost now"
X Link 2026-01-25T20:59Z 13.8K followers, [---] engagements
"Platinum - $PL / $PPLT $2800 target reached it's hard to believe but the next extension lies around $3500. We'll read about this market in history books. But first let's see if / where we hop and settle / consolidate. INDUSTRIAL METALS Well what is there left to say Silver just hit $100 Platinum broke out over $2500. Uranium is running Lithium is running Nickel is running. At this point we're left only with iron ore and lead to catch up. SHORT-TERM TREND CHANGES SINCE LAST WEEK https://t.co/7YktqQFdrD INDUSTRIAL METALS Well what is there left to say Silver just hit $100 Platinum broke out"
X Link 2026-01-26T06:41Z 13.4K followers, [----] engagements
"$SLP - Sylvania Platinum At this point I don't know what can stop it before the [----] target. We just need to hold roughly where we are in platinum palladium and rhodium. Right now it's my largest position in the PGM sector. No changes full position holding. $SLP - Sylvania Platinum LTH (Long-Term Hold) And now we're over [----] no changes holding full position. Now if we're to hold here then 1.40-1.50 next is not out of the question. Earnings in [--] days can't wait https://t.co/Nqgh7NaYBM $SLP - Sylvania Platinum LTH (Long-Term Hold) And now we're over [----] no changes holding full position. Now"
X Link 2026-01-26T16:21Z 13.7K followers, [----] engagements
"Natural Gas $NG I don't think I need to tell you who was short going into this squeeze. OK I'll tell you it was managed money. 😉 It'll come down of course but also squeeze for history books. ENERGIES Natural gas $NG stole the spotlight last week one giant winter storm for sure. Simply epic squeeze one for history books. It'd be interesting to see where it normalizes in the next few months. Now Oil price action is also interesting. Summary in the next post. https://t.co/Kf7QX4PCml ENERGIES Natural gas $NG stole the spotlight last week one giant winter storm for sure. Simply epic squeeze one"
X Link 2026-01-26T18:19Z 13.7K followers, [----] engagements
"$NEE - NextEra Energy - trade idea Earnings tomorrow peaking over lower level of resistance. Deserves a starter position imo hard to see stop here so I'll just go with $83.50 here. $NEE - NextEra Energy - trade idea It's about to break out. Earnings in [--] days. I usually don't trade through them other than with long-term options or common shares but I may take it if we breach the level here. Looking at Mar [--] $87.5C also $90.0C. https://t.co/Gut5iAAdIg $NEE - NextEra Energy - trade idea It's about to break out. Earnings in [--] days. I usually don't trade through them other than with long-term"
X Link 2026-01-26T20:46Z 13.7K followers, [----] engagements
"@Abinsing Thank you for good words 🙂 As to $VULC3 it's cheap but not my specialty I own it through $EWZS"
X Link 2026-01-27T11:55Z 13.7K followers, [---] engagements
"$SBSW long trade / LTH (Long-Term Hold) Quite a trade Weve now completed the full cycle back to the [--------] highs. You know what I think at this point well observe the reaction in this zone. As for options we had if youre interested see below. $SBSW long trade / LTH (Long-Term Hold) Strong open this week way over $15.50 now. If we hold then there's really no more resistance until $20.50 I've seen it before but still I'm amazed. https://t.co/Pllp2ddUWZ $SBSW long trade / LTH (Long-Term Hold) Strong open this week way over $15.50 now. If we hold then there's really no more resistance until"
X Link 2026-01-27T14:15Z 13.4K followers, [----] engagements
"$NEE - NextEra Energy long trade Quite a fight here after earnings So far bulls are winning let's see where we close. $NEE - NextEra Energy - trade idea Earnings tomorrow peaking over lower level of resistance. Deserves a starter position imo hard to see stop here so I'll just go with $83.50 here. https://t.co/h1YY87duuw $NEE - NextEra Energy - trade idea Earnings tomorrow peaking over lower level of resistance. Deserves a starter position imo hard to see stop here so I'll just go with $83.50 here. https://t.co/h1YY87duuw"
X Link 2026-01-27T14:58Z 13.7K followers, [----] engagements
"$IVN Ivanhoe Mines LTH (Long-Term Hold) Great few months here. I probably should have averaged up. Need to be more disciplined about it maybe Ill write about that in this weeks market update. 🙂 $IVN long-term hold (LTH) It just dropped 30% then rose 20% wild volatility. I'm moving it to long-term hold. I don't have a full position only about 1/3 of my usual max average around $11 $CAD. Let's see where it goes. https://t.co/ZdG5B5qPrZ $IVN long-term hold (LTH) It just dropped 30% then rose 20% wild volatility. I'm moving it to long-term hold. I don't have a full position only about 1/3 of my"
X Link 2026-01-27T16:21Z 13.8K followers, [----] engagements
"$DVN - Devon Energy long trade idea Breaking out here. Will likely go long if we hold today. Oil is also moving up trying to find the bottom"
X Link 2026-01-27T16:37Z 13.7K followers, 13.2K engagements
"$UBS - it's getting quite ridiculous now. 🙂 $UBS - my bank for decade people bash it also takeover of creditsuisse. Good arguments meanwhile I made 300%. https://t.co/lgPfp0rVST $UBS - my bank for decade people bash it also takeover of creditsuisse. Good arguments meanwhile I made 300%. https://t.co/lgPfp0rVST"
X Link 2026-01-27T18:45Z 13.6K followers, [----] engagements
"$NEE - NextEra Energy breakout trade We had a great day after earnings then sold into the close right below the upper level of resistance. Now when / if we break out for good I'll start the second phase of buying. Closed rest $NEE calls +30% want to see it break out for good first then I'll be back. :) https://t.co/vNylAw4mQ1 Closed rest $NEE calls +30% want to see it break out for good first then I'll be back. :) https://t.co/vNylAw4mQ1"
X Link 2026-01-28T10:54Z 13.7K followers, [----] engagements
"@capnek123 Got $LOT and $AEE here. 🥳"
X Link 2026-01-28T11:41Z 13.7K followers, [---] engagements
"@xyzabcxyz11 Oh yes I can see it. $BTU I may bite"
X Link 2026-01-28T12:08Z 13.7K followers, [---] engagements
"$MGA - Mega Uranium LTH (Long-Term Hold) Another push higher now almost +200% from entry. But it wasnt always fun it dropped -40% in NovemberDecember. Im in a half position now probably sold the other half too soon but in hindsight everything looks easy. 🙂 Let it play out. Uranium is in an uptrend and picking up momentum now. $MGA - Mega Uranium LTH (Long-Term Hold) There was no battle at $0.52 CAD between buyers and sellers; we just sliced through like a knife through butter. 🙂 Oh well very happy with my half position now I never chase. These equities are extremely volatile so let's see if"
X Link 2026-01-28T15:39Z 13.8K followers, [----] engagements
"$DVN - Devon Energy trade / LTH (Long-Term Hold) Breakout holds got shares options spreads. Cut is below the lower zone level. I'll let it play out and not mess with it too much. Total risk now at 1% of trading account. $DVN - Devon Energy long trade idea Breaking out here. Will likely go long if we hold today. Oil is also moving up trying to find the bottom. https://t.co/2rXOQl39qp $DVN - Devon Energy long trade idea Breaking out here. Will likely go long if we hold today. Oil is also moving up trying to find the bottom. https://t.co/2rXOQl39qp"
X Link 2026-01-28T21:42Z 13.7K followers, [----] engagements
"@LukeGromen Why not in $BRL They are paying quite well"
X Link 2026-01-28T22:54Z 13.5K followers, [---] engagements
"$VALE - what should I say at this point A beautiful bull market. Itll end abruptly but lets play until then. @ChrisXFRA $VALE is approaching its first target. What I do is sell 1/3 and wait for that zone to be broken. Then I may add back what I sold with stops below that zone. Thats how I manage risk of course. Now the company is still cheap but not dirt cheap. In March we have the new https://t.co/rF9XPbW9A8 @ChrisXFRA $VALE is approaching its first target. What I do is sell 1/3 and wait for that zone to be broken. Then I may add back what I sold with stops below that zone. Thats how I"
X Link 2026-01-28T23:02Z 13.4K followers, [----] engagements
"I always laugh at people who say Ive never met a rich technician. I love that I used fundamentals for nine years and got rich as a technician. Marty Schwartz Market Wizards by Jack D. Schwager $EUR - Euro below"
X Link 2026-01-29T00:03Z 13.4K followers, [----] engagements
"@rafa201234 Im not sure but sales jumped a lot during the pandemic"
X Link 2026-01-29T07:04Z 13.6K followers, [---] engagements
"Earnings tomorrow: Exxon Mobil $XOM (NYSE) Energy Chevron $CVX (NYSE) Energy Imperial Oil $IMO (TSX) Energy I'll be looking at $CVX here very nice setup"
X Link 2026-01-29T08:28Z 13.8K followers, [----] engagements
"$CVX options sweet spot. I'm adding to watchlist Apr 180C Sep 185C Jan '27 195C. For ITM share like leaps I like 120C"
X Link 2026-01-29T08:28Z 13.8K followers, [----] engagements
"$DVN - Devon Energy Trade / LTH (Long-Term Hold) Nice move pre-market. Oil is also pushing higher largely on the news. Will slowly start taking off near-term options first starting with the Mar [--] $42.5C. It's a longer-term trade. I will be adding what I sold on pullbacks; options in my case are optimal for that. $DVN - Devon Energy trade / LTH (Long-Term Hold) Breakout holds got shares options spreads. Cut is below the lower zone level. I'll let it play out and not mess with it too much. Total risk now at 1% of trading account. https://t.co/XkVOkUuVkd $DVN - Devon Energy trade / LTH"
X Link 2026-01-29T10:21Z 13.7K followers, [----] engagements
"Copper I don't even know what to say anymore. I had a $8/lb target at the end of this decade but markets are moving so fast lately. Things I'm in: $COPX $FCX $TECK $IVN $BHP $KGH $GLEN $FDY $CGNT $NAK Copper Precious metals are stealing the spotlight right now but copper just keeps moving up after its breakout. Real shortages global electrification and a likely upcoming stimulative push for the real economy are now fully evident. My long term target remains unchanged (next https://t.co/aqOJWbJraI Copper Precious metals are stealing the spotlight right now but copper just keeps moving up after"
X Link 2026-01-29T13:19Z 13.8K followers, [----] engagements
"@darkjeweler There will be a shakeout after / if the Iran news is resolved. In that case we'll see a pullback in energy and I'll be reloading. If it's resolved and they don't drop oh boy they're heading much higher. That would be another great bullish signal"
X Link 2026-01-29T17:38Z 13.5K followers, [----] engagements
"$OXY - zoom out"
X Link 2026-01-29T20:55Z 13.5K followers, [----] engagements
"$CAD Canadian Dollar Almost back to pre-pandemic levels. If oil joins the party then look up. And it's already right there knocking. Of course Canada is also a powerhouse in just about every commodity you can name: gold silver copper uranium. Federal debt-to-GDP is also quite low. Good to consider these factors when cycles are unfolding. One can trade it or simply allocate liquidity/cash accordingly. https://twitter.com/i/web/status/2016983517750612301 https://twitter.com/i/web/status/2016983517750612301"
X Link 2026-01-29T21:15Z 13.7K followers, [----] engagements
"$CHF - Swiss Franc still strong taking a breather after the steep breakout"
X Link 2026-01-30T11:15Z 13.5K followers, [---] engagements
"Time for another PGM update this weekend Epic moves high volatility and lots of speculation. We're now seeing the first significant correction but still it comes after the past few months which will go down in history as the fastest advance ever. We'll go through the charts metal by metal then stock by stock. Starting with platinum ( $PL / $PPLT) palladium ( $PA / $PALL) and rhodium ($XRH0). Then: $SBSW $VALT $IMPUY $NPH $ARI $PLG $SLP $ELR $POD https://twitter.com/i/web/status/2017229663270031486 https://twitter.com/i/web/status/2017229663270031486"
X Link 2026-01-30T13:33Z 13.5K followers, [----] engagements
"Platinum - violent consolidation - $PL / $PPLT"
X Link 2026-01-30T13:33Z 13.7K followers, [---] engagements
"@NatoshiSakemoto @somecuriousgirl There goes my weekend 😀 I'll read it love trading books"
X Link 2026-01-30T13:35Z 13.5K followers, [--] engagements
"It seems like everyone on X always has a winning trade. So just to be clear: even though I derisked and stuck to majors my gold and silver equities are bleeding. $RGLD $PAAS $LUG They're bleeding from all time highs but it almost doesn't matter; it feels the same as if Id bought them yesterday. 🙂 Ed Seykota who I often cite and who perhaps comes closest to how I wish to trade said not to escape these feelings even the bad ones. Experiencing them will equip you for the future. Of course we all should choose our own investment or trading approach and it will change as we proceed"
X Link 2026-01-30T15:38Z 13.7K followers, [----] engagements
"$NEE - NextEra Energy Retesting here. If we close above the upper level I'll bite. I like the Jun $95C. Closed rest $NEE calls +30% want to see it break out for good first then I'll be back. :) https://t.co/vNylAw4mQ1 Closed rest $NEE calls +30% want to see it break out for good first then I'll be back. :) https://t.co/vNylAw4mQ1"
X Link 2026-01-30T16:06Z 13.8K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing