# ![@MB19701 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1266034005587234816.png) @MB19701 MB1970

MB1970 posts on X about $pct, $pink, $xom, calls the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1266034005587234816/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1266034005587234816/c:line/m:interactions.svg)

- [--] Week [-----] +120%
- [--] Month [-----] -70%
- [--] Months [------] +184%
- [--] Year [------] +3,768%

### Mentions: [--] [#](/creator/twitter::1266034005587234816/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1266034005587234816/c:line/m:posts_active.svg)

- [--] Month [--] -44%
- [--] Months [--] +125%
- [--] Year [---] +2,167%

### Followers: [---] [#](/creator/twitter::1266034005587234816/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1266034005587234816/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] -1.10%
- [--] Months [---] +5.50%
- [--] Year [---] +85%

### CreatorRank: [---------] [#](/creator/twitter::1266034005587234816/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1266034005587234816/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [financial services](/list/financial-services)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$pct](/topic/$pct) #1, [$pink](/topic/$pink) #1, [$xom](/topic/$xom), [calls](/topic/calls), [update](/topic/update), [$cc](/topic/$cc), [$csco](/topic/$csco), [shorts](/topic/shorts), [csco](/topic/csco), [$adma](/topic/$adma)

**Top accounts mentioned or mentioned by**
[@bmuth73087](/creator/undefined) [@jsmith8286](/creator/undefined) [@antonsmeden](/creator/undefined) [@borgeit](/creator/undefined) [@mag7observatory](/creator/undefined) [@miketaylor1972](/creator/undefined) [@specialsitsnews](/creator/undefined) [@chrismartenson](/creator/undefined) [@assumestupidity](/creator/undefined) [@bfunk](/creator/undefined) [@biotechfan20](/creator/undefined) [@robinivski](/creator/undefined) [@dardoferrara](/creator/undefined) [@torpedotrading](/creator/undefined) [@fijdh](/creator/undefined) [@basmahalrugaib](/creator/undefined) [@lsvalue](/creator/undefined) [@sparticuszorro](/creator/undefined) [@simplifyasstmgt](/creator/undefined) [@profplum99](/creator/undefined)

**Top assets mentioned**
[Exxon Mobil (XOM)](/topic/$xom) [Canton (CC)](/topic/$cc) [Cisco Systems Inc (CSCO)](/topic/$csco) [ADMA Biologics, Inc. (ADMA)](/topic/$adma) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Royal Gold Inc (RGLD)](/topic/$rgld) [Carvana Co. (CVNA)](/topic/$cvna) [Fortinet Inc (FTNT)](/topic/$ftnt) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Inverse Finance (INV)](/topic/$inv) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [SBET (SBET)](/topic/$sbet) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Walmart, Inc. (WMT)](/topic/$wmt) [Cenovus Energy Inc. (CVE)](/topic/$cve) [LandBridge Company LLC (LB)](/topic/$lb) [ETHZilla Corp (ETHZ)](/topic/$ethz) [Abivax SA (ABVX)](/topic/$abvx) [KKR & Co, Inc. (KKR)](/topic/$kkr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Cameco Corporation (CCJ)](/topic/$ccj) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Bitcoin Gold (BTG)](/topic/$btg) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Eagle Point Income Company Inc. (EIC)](/topic/$eic) [EAGLE POINT CREDIT COMPANY INC. (ECC)](/topic/$ecc) [UnitedHealth Group (UNH)](/topic/$unh) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Zscaler Inc (ZS)](/topic/$zs) [Datadog Inc (DDOG)](/topic/$ddog) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Now Coin (NOW)](/topic/$now) [Rubrik, Inc.  (RBRK)](/topic/$rbrk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@LSValue $PHOR [----] 😎👍 Too bad I have a bunch more from 2021's prices 🤨"  
[X Link](https://x.com/MB19701/status/1496879495642558468)  2022-02-24T16:07Z [---] followers, [--] engagements


"@Sparticuszorro 🤔. IG and IBKR allow only to close positions on it (at ridiculous offer). Yesterday was still possible to buy $MNOD and $NNIC (on IBKR). don't want to be conspiratorial but could it be that some "Big Guys" don't want to share the opportunity/risk 😅"  
[X Link](https://x.com/MB19701/status/1499001734554869772)  2022-03-02T12:40Z [---] followers, [--] engagements


"@Mike_Taylor1972 @SimplifyAsstMgt @profplum99 @PaulKim_ETFs @SusanGKomen Congrats 🍹😎👍 $PINK where can I learn/read on the dynamics that cause its Outstanding Shares to fluctuate (Loaded up on $PCT the day $PINK reduced its "Shares Outstanding"/Assets. looking forward to the opposite dynamic and $PINK gaining Muskesque popularity 😅)"  
[X Link](https://x.com/MB19701/status/1669654643582877703)  2023-06-16T10:34Z [--] followers, [---] engagements


"@Mike_Taylor1972 @gadawgck Did someone blow up 🤔 Or are they confusing "damage" to BAX DVA with SYK ABT DXCM BSX MDT. PCT @ -3% is outperforming (sorry couldn't resist 😅)"  
[X Link](https://x.com/MB19701/status/1712130467724476457)  2023-10-11T15:38Z [--] followers, [--] engagements


"@StockMKTNewz $XOM shares (although nominal exposure in $ABT Call Options is even larger)"  
[X Link](https://x.com/MB19701/status/1713216005919461393)  2023-10-14T15:31Z [--] followers, [--] engagements


"@SpecialSitsNews $EQX (Equinox) $FNV to capture Beta and given how everyone has 🤮 it"  
[X Link](https://x.com/MB19701/status/1731027333773967642)  2023-12-02T19:07Z [---] followers, [---] engagements


"@chrismartenson Pangolin DNA really 🤣👍"  
[X Link](https://x.com/MB19701/status/1745864254853398823)  2024-01-12T17:44Z [--] followers, [--] engagements


"@SpecialSitsNews 🤨. not sure what shocks me more: you promoting Anorexia or Mr. 💀 indecent bones 🦴 exposure 😳"  
[X Link](https://x.com/MB19701/status/1769152154353246510)  2024-03-17T00:01Z [--] followers, [--] engagements


"@stevehouf 🤔. $LMT and $NOC"  
[X Link](https://x.com/MB19701/status/1779544295332049267)  2024-04-14T16:16Z [---] followers, [--] engagements


"@chrismartenson 😨 I feel so insecure in these frightening times. 🤔 long Military or Big Pharma"  
[X Link](https://x.com/MB19701/status/1786740471454208062)  2024-05-04T12:51Z [---] followers, [--] engagements


"@assumestupidity Seen it this morning as well. Wondering if it's a change in conviction/thesis or just to frontrun future Fund's outflows (and SRPT gradual "forced" selling) $PINK has seen relentless outflows now they have 6% cash as "buffer." (Disclaimer: am long SRPT)"  
[X Link](https://x.com/MB19701/status/1844356021827129621)  2024-10-10T12:35Z [---] followers, [---] engagements


"$PINK $PCT 🤔 The Negative (PCT): PINK sold another 300'000+ shares of PCT (discretionary sale not because of Fund's outflows) The Positives: these 300k shares were relatively well absorbed by the market. PINK becomes more attractive for people that allocate $ into Healthcare"  
[X Link](https://x.com/MB19701/status/1887445399054565724)  2025-02-06T10:17Z [--] followers, [---] engagements


"@B_Funk_ @WinfieldSmart $PCT never reached [----] price during open market 😉 (it's from the raise/offering)"  
[X Link](https://x.com/MB19701/status/1888954198961659982)  2025-02-10T14:12Z [--] followers, [---] engagements


"@turtlespeed2020 Must confess I sold some $PCT the Monday following Druckenmiller's 13F release. Have been re-buying the past days. and went "overboard" yesterday 🫣😅. My present position is twice as large as originally intended (Long commons warrants Calls and Short Puts)"  
[X Link](https://x.com/MB19701/status/1899435319969058874)  2025-03-11T12:20Z [--] followers, [---] engagements


"@SpecialSitsNews $FIVE"  
[X Link](https://x.com/MB19701/status/1910254575329718558)  2025-04-10T08:52Z [--] followers, [---] engagements


"@biotechfan20 @robinivski @TommyThornton @DardoFerrara Yep 😅 Also note: the sales that $PINK did (in the past weeks) were proportional to the Fund's outflows not a discretionary decision regarding $PCT"  
[X Link](https://x.com/MB19701/status/1933519981016191173)  2025-06-13T13:41Z [---] followers, [---] engagements


"@assumestupidity @robinivski @biotechfan20 @DardoFerrara Correct but only partially "justifies" the 🧮 discrepancy. $PINK also made large discretionary sales. that later showed to be correlated to the Prospectus change. I had commented at the time and how it affected my Position 🤔 (you may search for $PCT in my "timeline")"  
[X Link](https://x.com/MB19701/status/1933621478961926364)  2025-06-13T20:24Z [---] followers, [---] engagements


"@Glencore Ads like this one make me question your shareholder priorities. and prevent me from taking a large allocation in your stock"  
[X Link](https://x.com/MB19701/status/1940379591069356341)  2025-07-02T11:58Z [---] followers, [---] engagements


"@bzequity100 $PCT Warrants are frequently mispriced compared to its Call Option (similar expiry as Warrants or longer). At times way too cheap or unjustified pricy. I monitor them daily and occasionally replace one for the other 😉 (Disclaimer: am Long Commons Long +Calls Short -Puts)"  
[X Link](https://x.com/MB19701/status/1944131116794781925)  2025-07-12T20:25Z [---] followers, [---] engagements


"@TorpedoTrading I am VERY Long $PCT (against a miriad of Shorts similar to yours ✅) but I am wary of the euphoria and near "fan/cult-status" among retail investors who haven't done their D.D. and might be driven merely by price action and "Star Names" involved with the company/stock"  
[X Link](https://x.com/MB19701/status/1945740465048842249)  2025-07-17T07:00Z [---] followers, [---] engagements


"@TorpedoTrading (My daughter just taught me that "myriad" is spelled with a Y in English oops 😅)"  
[X Link](https://x.com/MB19701/status/1945744930338382214)  2025-07-17T07:18Z [---] followers, [--] engagements


"I've been asked about my "LARGE $PCT position" and what's my "🚀 📈" predictions. 🤔. 🤨 to clarify: I invest/speculate my own (family) money. I use leverage (at times high) so my portfolio decisions might deviate strongly from what I would as a "cash investor""  
[X Link](https://x.com/MB19701/status/1947327667541516548)  2025-07-21T16:07Z [---] followers, [---] engagements


"In regards to $PCT I'll always keep an allocation regardless of global market conditions and price action (global or stock specific). You could call this my Long Term Investment part where the thesis might take a decade to unfold"  
[X Link](https://x.com/MB19701/status/1947327669538058550)  2025-07-21T16:07Z [---] followers, [---] engagements


"Additionally I allow myself extra allocations if/when I see a justified risk:reward opportunity. At present I see such an opportunity hence why my $PCT position is so large % wise. There are several potential catalysts (like upcoming announcements)"  
[X Link](https://x.com/MB19701/status/1947327672985551301)  2025-07-21T16:07Z [---] followers, [---] engagements


"combined with the high Short Interest and extremely high Days To Cover it Funds/ETFs mechanics (for example the fact that $PCT is indiscriminately lumped together with other short baskets and factors exposures)"  
[X Link](https://x.com/MB19701/status/1947327676609605645)  2025-07-21T16:07Z [---] followers, [---] engagements


"The (my) biggest opportunity I see however is not thanks to $PCT itself but rather the fact that I have found several high-conviction Shorts to counterbalance my portfolio. This allowed me to increase the PCT position and total portfolio leverage"  
[X Link](https://x.com/MB19701/status/1947327679713452522)  2025-07-21T16:07Z [---] followers, [---] engagements


"My decision to reduce/add $PCT in the coming weeks will be largely influenced by how the Long vs. Short part of my Portfolio is doing less about PCT itself"  
[X Link](https://x.com/MB19701/status/1947327683014377705)  2025-07-21T16:07Z [---] followers, [---] engagements


"Should there be a Short Squeeze "🚀📈" I will not hesitate to gradually and eventually drastically decrease my $PCT position. Main reason: opportunity-cost and the fact that I want to allocate in other sectors (Energy and Healthcare especially)"  
[X Link](https://x.com/MB19701/status/1947327686772232548)  2025-07-21T16:07Z [---] followers, [---] engagements


"A word of caution ⚠ if I may: Leverage and Shorting can be extremely detrimental financially and emotionally. My tolerance for volatility came from experience and plenty of scars 🫣😅 Important: I stay objective and dispassionate about stocks/companies $PCT being no exception"  
[X Link](https://x.com/MB19701/status/1947327690065002588)  2025-07-21T16:07Z [---] followers, [---] engagements


"$PCT has seen persistent selling in the past days and a large "bearish" Put order initiated yesterday. After reducing it a week ago I'm now starting to increase my Long exposure again and will continue to add until the earnings date (irrespective of PCT's price action)"  
[X Link](https://x.com/MB19701/status/1950213309635949027)  2025-07-29T15:14Z [---] followers, [---] engagements


"Given premiums I found selling -Puts more compelling than buying +Shares +Warrants or +Calls (this morning). I fear a lot of people bought Calls "at the wrong price" in the past weeks indirectly helping/causing part of this week's decline"  
[X Link](https://x.com/MB19701/status/1950213312022511681)  2025-07-29T15:14Z [---] followers, [---] engagements


"@belikewat3r @RealJimChanos 🤔 "naked short selling" Are you addicted to nudity or merely financially illiterate Sorry but when I read such hilarious nonsense I feel complelled to ridicule. nothing personal 😅"  
[X Link](https://x.com/MB19701/status/1950500998134308945)  2025-07-30T10:17Z [---] followers, [--] engagements


"$PCT update: Yesterday I was adding Long Exposure by selling -Puts (premiums were compelling). Today adding Common Shares (and have placed unrealistically Low-Bids on Warrants). At present I find Premiums on Calls (dates that interest me) slightly too expensive. patience😅"  
[X Link](https://x.com/MB19701/status/1950604226469433472)  2025-07-30T17:07Z [---] followers, [---] engagements


"$PCT update and post-earnings considerations: I was buying +Shares blindly (before listening to the conference call) during the 📉 post market-close. Then came the detailed company info and call. 🤔 Mixed feelings depending on what part of my 🧠 (Portfolio 😅) looks at it"  
[X Link](https://x.com/MB19701/status/1953755588749598913)  2025-08-08T09:50Z [---] followers, [---] engagements


"1) As a long-term Bull Investor (but always skeptical of management 🧐) loved the progress. Increased my conviction on Thesis/Stock. Note: big part of my work/D.D. is focusing on entities that will be "forced" buyers of $PCT down the line (ETFs Funds.) not its ♻ plastic"  
[X Link](https://x.com/MB19701/status/1953755590766862646)  2025-08-08T09:50Z [---] followers, [---] engagements


"of market dynamics that could push the stock price around. Case and point in the past [--] weeks I observed a ton of +Call Options with premiums that were excessive/unjustified in relation to $PCT's Commons or Warrants pricing"  
[X Link](https://x.com/MB19701/status/1953755600585666573)  2025-08-08T09:50Z [---] followers, [---] engagements


"$PCT Thailand expansion: I'm headed to in a couple of months. Will check the ♻💰 attentively. They have a very efficient recycling system (so feedstock 👍) but you buy 🗑PP5 at market prices no subsidy or company begging you to take away their 🗑. Strategically is 😎👍"  
[X Link](https://x.com/MB19701/status/1953755603869819251)  2025-08-08T09:50Z [---] followers, [---] engagements


"2.0. Preface: although I never met Mr. Thornton or Mr. Taylor I have the highest respect and admiration for them. I believe them to be both genuine (no agendas) true professionals generous and extremely well intentioned. a true rarity in this field (🙏🙏👍👍)"  
[X Link](https://x.com/MB19701/status/1954629500094042160)  2025-08-10T19:42Z [---] followers, [---] engagements


"2.1. Mr. Thornton decreasing $PCT to 1%. and after doing so in his service/business sharing this info via X. [---]. The disappointing price reaction that followed $ADMA earnings just prior to PCT. Pure speculation from my part but I guess many also owned this name and felt 🥺"  
[X Link](https://x.com/MB19701/status/1954629503210418402)  2025-08-10T19:42Z [---] followers, [---] engagements


"Might continue with point [---]. onwards in the future but I am low on discretionary time 😅 Disclaimer: I have Long Exposures in $PCT $PINK $ADMA and am a client of Mr. Thornton's service)"  
[X Link](https://x.com/MB19701/status/1954629506129424418)  2025-08-10T19:42Z [---] followers, [---] engagements


"@CamillaScotto Are these 20$ Hong Kong Dollars Then I'd agree 😅👍"  
[X Link](https://x.com/MB19701/status/1955369775296549043)  2025-08-12T20:44Z [---] followers, [---] engagements


"🤨 $PCT update: If my Portfolio continues to and becomes even Longer (Net Longs Vs. Shorts). I'll be "forced" to reduce my PCT +exposure soon 🫤 Not really complaining I'm having too good of a year 🥳 (famous last words 🫣). It's all CLOs and China's fault 😆"  
[X Link](https://x.com/MB19701/status/1955541813433168347)  2025-08-13T08:07Z [---] followers, [---] engagements


"🤔. imagine if Energy+Biotech joined the party (one can dream). Jokes aside were I un-leveraged (or Long-Only with deployable cash) I'd add/increase $PCT here. My situation forces me to manage positions differently. Will likely do so "indirectly" not simply selling shares"  
[X Link](https://x.com/MB19701/status/1955541815412789418)  2025-08-13T08:07Z [---] followers, [---] engagements


"The fact that I get to short $RGTI and $ARKK up here allows me (among others) to hold full $PCT exposure a while longer. Thanks RGTI. I guess 🤷♀"  
[X Link](https://x.com/MB19701/status/1955654440683524133)  2025-08-13T15:35Z [---] followers, [---] engagements


"Portfolio 🔄 Day: Out of all Tech and Crypto related names (Longs keeping the Shorts) ---- moving most capital into Energy names (+Shares and Leap +Calls). As a true Moronic Masochist I'm trying to time the market. yes I feel ashamed 🫣"  
[X Link](https://x.com/MB19701/status/1955676256584016157)  2025-08-13T17:02Z [---] followers, [---] engagements


"Crap Looks like I'll have to buy more $PCT to (once again 😩) balance Portfolio exposures. the idea was to reduce it 😅"  
[X Link](https://x.com/MB19701/status/1955974020622336026)  2025-08-14T12:45Z [---] followers, [---] engagements


"$PCT/ Portfolio update: No action for PCT (if I had no position would be buying here. before the 13Fs potential frenzy). Portfolio 🔄 yesterday (cut Tech+Crypto Longs) was perfect 👌just lucky 😉 Today: +Energy plays. and arbitrage out 🧮 the volatility in $SBET and $OPEN"  
[X Link](https://x.com/MB19701/status/1956050015928857072)  2025-08-14T17:47Z [---] followers, [---] engagements


"To be clear I'm an opportunist when it comes to Poop-Companies💩 with volatile stocks (and often mispriced derivatives). $PCT does not fall in this category in my opinion. Crypo: Consider it a farce. but being morally flexible 😆 I'll play along even if I'm not a Believer"  
[X Link](https://x.com/MB19701/status/1956050017875034361)  2025-08-14T17:47Z [---] followers, [---] engagements


"$PCT and more: So far the Portfolio 🔄 of the past days are working 👍 What's next Healthcare and/or select Biotech Not sure but it's interesting that $PINK has not had any outflows for a long while (unlike preceding months). Now imagine what would happen if"  
[X Link](https://x.com/MB19701/status/1956388031604367546)  2025-08-15T16:10Z [---] followers, [---] engagements


"money 💰 (allocators) starts to flow back in the sector 🤔 Disclaimer: I am Long $PINK (pair trade against benchmarks) and Long on a few of its Holdings besides $PCT"  
[X Link](https://x.com/MB19701/status/1956388034351394856)  2025-08-15T16:10Z [---] followers, [---] engagements


"$PCT update: Today's good news from PCT is being "silenced" by the market's 📉 especially Factors to which PCT is part of. Would love to add to my Long exposure unfortunately my Portfolio doesn't allow me to (would require me to add to my Shorts. not willing to do so today)"  
[X Link](https://x.com/MB19701/status/1957874238620090674)  2025-08-19T18:36Z [---] followers, [---] engagements


"The thesis is getting reinforced (and de-risked) with every incremental step $PCT achieves. Still believe/fear there are too many Retail/Generalists involved so I would selfishly welcome a "Flash📉📉🤮" in the shock (Yes I know. I'm an a**hole 🫣)"  
[X Link](https://x.com/MB19701/status/1957874240629403780)  2025-08-19T18:36Z [---] followers, [---] engagements


"$PCT why I'm Long: Part of my D.D. was discussing the PP5 ♻ with polymer experts (from Raw Materials to Injection Molding Thermoforming pricing and more). Result: bullish on the Company but not enough (by itself) to have a large position in the Stock. So why am I Looong"  
[X Link](https://x.com/MB19701/status/1958097595621855417)  2025-08-20T09:23Z [---] followers, [---] engagements


"It's because I understand (where most of my D.D. resides) how hungry Capital Allocators are to find Growth Stocks whether legitimate growth or perceived (narrative driven). As more of the Narrative-Hyped names fall (my guess it's starting now) $PCT should catch attention 👀💰"  
[X Link](https://x.com/MB19701/status/1958097597748363736)  2025-08-20T09:23Z [---] followers, [---] engagements


"Ultimately I have my predictions 🧮 of what happens to $PCT if the company executes in the coming quarters. High Beta name with a decade of potential growth and "Cool Narratives ♻ + 🚀 " ---- should lead to Rerating addition to Funds. and so on"  
[X Link](https://x.com/MB19701/status/1958097601691341177)  2025-08-20T09:23Z [---] followers, [---] engagements


"Let me be clear I'm not a blind fan of the management nor of the people that cheerleaded $PCT to Retail (quite critical actually 🤨). If I cared solely for its ♻-business I'd have a fraction of my current position. Dozens of stock that would match/surpass $PCT in that case"  
[X Link](https://x.com/MB19701/status/1958097605205897352)  2025-08-20T09:23Z [---] followers, [---] engagements


"And $CCIF ✅ as well. 🤔 [--] for [--] Can't be"  
[X Link](https://x.com/MB19701/status/1958529011362971713)  2025-08-21T13:57Z [---] followers, [--] engagements


"$PCT comments: Druckenmiller put $PCT on the map. Meaning that even if Portfolio Managers knew the Co./story already "now" (last quarter) it's ok to allocate 💰 to it. Cohen and others have taken positions since. I guess they focus (like me) on what 💰 allocators will do"  
[X Link](https://x.com/MB19701/status/1958783368591495340)  2025-08-22T06:48Z [---] followers, [---] engagements


"Once again if it were merely for its PP5♻Business I wouldn't be this Long $PCT (I still fear there is too much Retail participation). I count/speculate on how many Managers will be "forced" to own it especially once other Growth Narratives high-beta stocks start fading away"  
[X Link](https://x.com/MB19701/status/1958783370420203550)  2025-08-22T06:48Z [---] followers, [---] engagements


"$PCT (Portfolio) update: Had to marginally reduce my $PCT +exposure (equivalent to estimated 4% of total PCT position) although I think it's a great buy here with limited Downside vs. Upside potential. If I had a "normal portfolio" I would be adding instead of reducing 😅"  
[X Link](https://x.com/MB19701/status/1958905220278206657)  2025-08-22T14:52Z [---] followers, [---] engagements


"My portfolio is 🚀ing (that's good) BUT ⚠ has gotten WAY too Net-Long (potential 🤯💣😱 since I work with significant leverage). If my (select names) CLOs or Energy keep 📈 I'll be forced to further ✂ $PCT possibly dramatically. (Unless Shorts move strongly against me)"  
[X Link](https://x.com/MB19701/status/1958905223780675975)  2025-08-22T14:52Z [---] followers, [---] engagements


"Note: the way I gradually reduced $PCT was by selling $13 $14 Puts (various expiry) while simultaneously selling "equal" amounts of the underlying/Stock in low $13s Might seem like OCD minutia (peanuts🥜changes) but long-term such "optimizations" pay off (at least in my case)"  
[X Link](https://x.com/MB19701/status/1958905227244871694)  2025-08-22T14:52Z [---] followers, [---] engagements


"@amlivemon They will all do very well $MOS $NTR And for the ones allowed to own it. $PHOR"  
[X Link](https://x.com/MB19701/status/1355678302627893254)  2021-01-31T00:44Z [---] followers, [--] engagements


"How many Retail/Generalist bought stock and shorter-term +Calls just to see them suffer 📉 the past weeks And just when they got renewed hope (initial 📈📈). they witnessed a 🟢to🔴 day 😨. This by itself would not have been enough for me to add Long exposure"  
[X Link](https://x.com/MB19701/status/1954629494133739804)  2025-08-10T19:42Z [---] followers, [---] engagements


"But additional correlation (see pic 📸 in initial Post) and events gave the ✅ . Just to name a few (but most are Factor Baskets like Pre-Rev High-Shorts Volatilities. that I won't discuss since too time demanding): [--]. Harvard's 13F filings (📉 in $PCT and Warrants)"  
[X Link](https://x.com/MB19701/status/1954629497183162685)  2025-08-10T19:42Z [---] followers, [---] engagements


"And here comes $OXLC with their update ✅ 😎👍"  
[X Link](https://x.com/MB19701/status/1956280480996700279)  2025-08-15T09:03Z [---] followers, [---] engagements


"I manage only my own money and act in a way that would never work if I had clients. hence I will never sell a product/subscription or monetize ✍ (save verification 😅). My posts are merely to show a glimpse of what a Long-Short Leveraged investor/speculator might be 🤔 🧠💡"  
[X Link](https://x.com/anyuser/status/1958845124923785386)  2025-08-22T10:54Z [---] followers, [----] engagements


"$PINK --- $ADMA --- $PCT: (Preface: I admire Mr. Taylor and this Post simply shows my cynical views/ideas as an opportunistic speculator) PINK experienced a minor outflow (after a prolonged period of steadiness 💪) consequently reducing a proportionate amount of PCT shares"  
[X Link](https://x.com/MB19701/status/1959875421371031602)  2025-08-25T07:08Z [---] followers, [---] engagements


"What's interesting: it completely closed the $ADMA position. Went gradually down from 5.12% (August 14th) to 0% yesterday. I am now 🤔🧠 + speculating on the potential effects this could have for the "Taylor Fan/Follower" and ultimately for $PCT"  
[X Link](https://x.com/MB19701/status/1959875423283671249)  2025-08-25T07:08Z [---] followers, [---] engagements


"Although I admire Mr. Taylor for several things. I'm very critical of how he speaks to Retail audiences. I'm sure he is sincere/well-intentioned but fear he doesn't understand how Retail act/trade after hearing his comments (honestly not his responsibility ultimately)"  
[X Link](https://x.com/MB19701/status/1959875426496499746)  2025-08-25T07:08Z [---] followers, [--] engagements


"Some of his followers have been in $PCT 1+ years and let's be honest without doing their D.D. Many have likely speculated on other Overweight names like $SRPT $ESTA $ARQT $ADMA. without proper Sizing Timing (Taylor's thesis might be severely delayed) or Flexibility"  
[X Link](https://x.com/MB19701/status/1959875429352812651)  2025-08-25T07:08Z [---] followers, [---] engagements


"If on top of it they have acted on "Short quasi-ideas" (simple comments expressed in Spaces and Posts like -WMT -YINN -IWM.) Ouch 😬🥺 To the point: $ADMA's bad price reaction following earnings. the day preceding $PCT's 😧. How many owned/own +Calls on both And"  
[X Link](https://x.com/MB19701/status/1959875433043784136)  2025-08-25T07:08Z [---] followers, [---] engagements


"still remembering $SRPT Maybe while being Short -WMT -YINN -IWM. that kept 📈 At what point do several of "Taylor Fans" start questioning the $PCT Saga Could there be a flush-down 📉📉🤮 capitulation by Retail If so what price triggers it and where does it bounce"  
[X Link](https://x.com/MB19701/status/1959875436319486376)  2025-08-25T07:08Z [---] followers, [---] engagements


"Is the Overweight --- 0% $ADMA 👀 (after touting/mentioning it so many times) a catalyst for the disillusionment of Retail Fans with ultimate consequences for $PCT Your opinions/guesses are welcome as I try to get a better picture myself 😅"  
[X Link](https://x.com/MB19701/status/1959875439666552940)  2025-08-25T07:08Z [---] followers, [---] engagements


"Disclaimer (on mentioned names): Am Long $PINK (vs. Benchmarks) LONG (BIG) $PCT Long (micro) $ADMA Short $WMT (recent) Short $IWM (new) LONG China (selected names and very complex structure 🤯. while Short $YINN)"  
[X Link](https://x.com/MB19701/status/1959875442556506252)  2025-08-25T07:08Z [---] followers, [---] engagements


"$PCT update: Finally are we starting to see doubts and slight capitulation from the "Retail Fans" Adding Common Shares. 🤨 annoyingly Option Premiums are not cooperating today 😅 (otherwise I would also have sold -Puts and bought +Leaps Calls)"  
[X Link](https://x.com/MB19701/status/1983936250034688500)  2025-10-30T16:37Z [---] followers, [----] engagements


"@FI_JDH Is that sarcastic 😅 Every H.E. "fanboy" is likely Long $PCT. Personally although I respect Mr. Taylor's expertise in Pharma I'm extremely critical of the way he presents ideas to un-sophisticated investors and his hyperbolic rhetorics (PCT China past bombastic takes)"  
[X Link](https://x.com/MB19701/status/1984035807498477851)  2025-10-30T23:12Z [---] followers, [---] engagements


"@FI_JDH Disclaimer: I am Long $PINK (and have additional Longs in a few of its constituents including $PCT). Am Long China (selected exposure and complex structure. not a fan of "vanilla" BABA/BIDU/KWEB at present)"  
[X Link](https://x.com/MB19701/status/1984038009575240053)  2025-10-30T23:21Z [---] followers, [---] engagements


"$PCT update: Adding +Shares in Overnight Session (at 10.50). Reminder: I have several Shorts that mitigate/counter Portfolio 📉 especially in a day like this. I've done extensive D.D. and ✅🚀👍 but I am also very critical of how this Co. has been presented to "Retail""  
[X Link](https://x.com/MB19701/status/1985645430622052719)  2025-11-04T09:48Z [---] followers, [---] engagements


"@AntonSmeden Have written about it in the past. unfortunately I'm a Technology-🦕 and don't know how to attach it here 😅🫣🫣🫣🫣 Will repost it on my account. $PCT End Of Year target No conviction. Could be flat-📉 if News are underwhelming (too much +Call Premiums till January)"  
[X Link](https://x.com/MB19701/status/1985684459421655339)  2025-11-04T12:24Z [---] followers, [---] engagements


"@AntonSmeden Mid [----] onwards have high conviction on $PCT being re-rated. This would realistically (I'm cynical not a dreamer 😅) translate to a share price in its 30s or higher by 2027"  
[X Link](https://x.com/MB19701/status/1985685488045367688)  2025-11-04T12:28Z [---] followers, [----] engagements


"@BMuth73087 @AntonSmeden Dear "Bob" I have my own ⚠ 🚨 🚩 when it comes to $PCT (although they are gradually and consistently decreasing with/over time). But the frequency and ways in which you phrase your Crusade against it mimics unhinged mental illness. Hope you are just Trolling. 🤗 🫂"  
[X Link](https://x.com/MB19701/status/1985705566107504684)  2025-11-04T13:47Z [---] followers, [---] engagements


"$PCT remarks: Added a lot of +Shares today. BUT 👀 on a large portion I've simultaneously sold -Calls on them. Have been "selling volatility" on PCT for the past [--] years. This has lowered my share-cost dramatically. At present find +Call Premiums unappealing (as a buyer)"  
[X Link](https://x.com/MB19701/status/1985736189400223746)  2025-11-04T15:49Z [---] followers, [---] engagements


"but had I not a large $PCT Shares position would nevertheless buy +Calls Jun'26 before Thursday's potential catalyst"  
[X Link](https://x.com/MB19701/status/1985736192524992785)  2025-11-04T15:49Z [---] followers, [---] engagements


"$PCT $PINK update: Congratulations to PINK for their Alpha📈 vs. $XLV (and other benchmarks); my pair-trade has been ✨👌. thank you Glad to see PINK increasing its allocation of PCT (the addition is way larger than the proportionate Fund's 💰 inflows)"  
[X Link](https://x.com/MB19701/status/1989709966073090060)  2025-11-15T14:59Z [---] followers, [---] engagements


"This should help $PCT get attention $PINK is outperforming so dominantly that every 💰-Allocator in Healthcare will now 👀 into this ♻-Co. (especially after yesterday's $CDTX 💪🥳)"  
[X Link](https://x.com/MB19701/status/1989709968052740302)  2025-11-15T14:59Z [---] followers, [---] engagements


"@B_Funk_ @daniel_koss Although I agree that it will eventually be a Zero it might 5x before that (given their promotional tactics using influencers and social media). $PCT on the other hand has (so far) fumbled in their lackluster P.R. Disclosure: am Long $PCT no position in $ADUR (at present)"  
[X Link](https://x.com/MB19701/status/1991527192053068269)  2025-11-20T15:20Z [---] followers, [---] engagements


"@capybaraReborn @ETHZilla_ETHZ My uneducated guess(es): People who are/were too leveraged (Margin Calls). "Despear" (punch in the gut feeling 🤮). 🤔 could this possibly be capitulation"  
[X Link](https://x.com/MB19701/status/1991539752408084935)  2025-11-20T16:10Z [---] followers, [---] engagements


"$PCT update: Today I bought +Warrants (less "demanding" on $ Margin Requirements vs. +Calls for March-April '26). Additionally sold -Puts and added +Shares (but unlike previous weeks didn't pair -Calls against them). Believe today's Downgrade might coincide with a Bottom"  
[X Link](https://x.com/MB19701/status/1993023351833452965)  2025-11-24T18:26Z [---] followers, [---] engagements


"So glad I've been selling volatility on $PCT for the past years ( and ). This has dramatically decreased my "Net Share Cost" and made this roller-coaster (and recent 📉🤢) more tolerable (and still profitable 🤞😅)"  
[X Link](https://x.com/MB19701/status/1993023354735820800)  2025-11-24T18:26Z [---] followers, [---] engagements


"$PINK significantly increased its $PCT holdings yesterday 😲 This increment was WAY LARGER than the proportionate 💰 inflows into the Fund. Given PINK's eyes-catching outperformance 👀 this will likely do more for PCT's "notoriety" than what PCT's management has done lately 😉"  
[X Link](https://x.com/MB19701/status/1993281184001147107)  2025-11-25T11:30Z [---] followers, [----] engagements


"@JSmith8286 🤔 Actually the volatility on $PCT starts to interest me. Today I finally bought +Calls. Have avoided buying Calls for the past 3+ months"  
[X Link](https://x.com/MB19701/status/1993337163606589859)  2025-11-25T15:13Z [---] followers, [---] engagements


"@JSmith8286 .and just to make sure I don't get "mis-classified" as a $PCT Pumper I just spent 20x more 💰 on $XOM $CVE and $VNOM +Calls than I did on that pesky ♻ PCT 😅"  
[X Link](https://x.com/MB19701/status/1993343264150503904)  2025-11-25T15:37Z [---] followers, [---] engagements


"@hypergrowth102 @Mike_Taylor1972 🤣🤣🤣. have you even looked at $PINK's performance before spewing such nonsense Not a hater actually find your 🤡-ness highly entertaining 😅🫣 Disclosure: am long PINK. No position in $HIMS (at present)"  
[X Link](https://x.com/MB19701/status/1995200882410221615)  2025-11-30T18:38Z [---] followers, [--] engagements


"@JSmith8286 Am actually reducing some of OIH's (starting today with $NE) and moving 💰 into other 🛢 sub-sectors. Have been accumulating $VNOM (and others) speculating on a 📈🚀 out of a Base ---- like $LB did last month (on Fundamentals not merely Technicals)"  
[X Link](https://x.com/MB19701/status/1996277938229280841)  2025-12-03T17:58Z [---] followers, [---] engagements


"@JSmith8286 Landbridge. Made a killing 😲😍 on it (although I only sold 3/4 of it and nearly roundtripped the remaining 1/4 🫣)"  
[X Link](https://x.com/MB19701/status/1996280098941440241)  2025-12-03T18:07Z [---] followers, [--] engagements


"@JSmith8286 Will reduce OIH's more today. No more adding to $VNOM for me merely because I've been accumulating it over the past [--] months. and if it goes 📈📈📈 before June (exp. of Calls) it could become one of my largest Positions (potentially "Unconformable Large" 😳😬)"  
[X Link](https://x.com/MB19701/status/1996963516519993628)  2025-12-05T15:22Z [---] followers, [---] engagements


"$ETHZ remarks: Added BIG [----] Surprised by today's 📉🤮 (assumed more was priced in). and the Great Buying Opportunity 😃 Having said that the conspiratorial part of my 🧠 is adding 🚩🚩🚩 = is Management incompetent or purposely "working" against shareholder's interest 🤨"  
[X Link](https://x.com/MB19701/status/1998795898143519032)  2025-12-10T16:44Z [---] followers, [---] engagements


"Will definitely reduce some by mid-January (or sooner if there's a substantial rebound 📈 before then). Disclaimer: Not a "Crypto/DAT Believer/Cultist😅" just salivating at compelling Risk/Reward situations"  
[X Link](https://x.com/MB19701/status/1998795900374888643)  2025-12-10T16:44Z [---] followers, [---] engagements


"Adding here (sub 8.80) The 🚩🚩🚩 are not dissipating. but unless $ETHZ is a complete fraud (I'm talking "📖 🧮Fraud" not merely "Fantasy 🦄 Projects and P.R. ✨ ") it should rebound. maybe even viciously 😈"  
[X Link](https://x.com/MB19701/status/1999172116818677974)  2025-12-11T17:39Z [---] followers, [---] engagements


"@Kruker8 @BMuth73087 Although I would suggest Medication (or if already medicated UP THE DOSAGE 💊 😅) must admit that Mr. "Bob" has been right(er) than Mr. Taylor and Co. at least in regards to Price Action. Personally I'm adding $PCT today (via selling -Puts) 🙈"  
[X Link](https://x.com/MB19701/status/2000971241898090622)  2025-12-16T16:48Z [---] followers, [---] engagements


"$PCT update: Today's "Mars🍫" news is HUGE 😲 If the humongous Short Interest needs to cover while there are simultaneous Active Buyers (especially if coupled with 🛒 +Calls) this 📈 could go on uninterrupted for weeks 📈📈📈😳 ⚠ But the question is if they (Shorts) will"  
[X Link](https://x.com/MB19701/status/2001688235525967887)  2025-12-18T16:17Z [---] followers, [----] engagements


"$PCT TAM: Most Longs and Shorts are familiar with ♻#5 (PP) but likely haven't yet grasped the magnitude of 🌎's OPP (Oriented Polypropylen) foil/film consumption. Mars🍫's News will cause 👀 Who's next Chupa-Chups 🍭 are wrapped in. Top 🍬 brands are wrapped in. 😈"  
[X Link](https://x.com/MB19701/status/2002004513935306842)  2025-12-19T13:14Z [---] followers, [----] engagements


"Let's dream: $PCT --- Coca-Cola✨ 🤔 Coca-Cola WTF are you smoking M.B. 🤨🤌 (yes those are my initials 😅) Coke is partially/regionally trying to reduce "virgin" BOPP usage (so far by switching to ♻PET direct-print .) $PCT should have 🌎's first ♻BOPP 💥👀"  
[X Link](https://x.com/MB19701/status/2002765040093667661)  2025-12-21T15:36Z [---] followers, [---] engagements


"Disclaimers: Very critical (that's being polite/euphemistic 🤢) of the whole "Sustainability-Eco-Recycling-💩" movement and programs (both from public and private entities). I consider however Solvents-PP-♻ ( $PCT's technology) as a rare exception to this 👍 I am Long PCT"  
[X Link](https://x.com/MB19701/status/2002765043591512557)  2025-12-21T15:36Z [---] followers, [---] engagements


"@Borgeit Correct although I'm not counting on it (don't believe their plan will unfold without hickups and adjustments that lead to different costs-structures 🧮📊). I'm a skeptical bastard 😅 IF (big unlikely "if") they could do it $PCT ----- SPY/Other ETFs Inclusion and 🚀 to $300+"  
[X Link](https://x.com/MB19701/status/2002830834009526567)  2025-12-21T19:57Z [---] followers, [---] engagements


"@basmahalrugaib @Borgeit First it needs to reach $10 😅🙈 $300+ is if they can produce below "virgin costs" (which I personally doubt) [----] Rayong goes online [----] Antwerp goes online [----] $PCT reached positive GAAP earnings (needed criteria for inclusion) [----] S&P500 inclusion --- $300+"  
[X Link](https://x.com/MB19701/status/2003032383331913736)  2025-12-22T09:18Z [---] followers, [---] engagements


"@basmahalrugaib @Borgeit Again this is assuming they can produce below "virgin costs." Not my scenario. My most likely prediction (and fear) is that $PCT will get acquired way before reaching its potential. I just hope it's not for 🥜 like a +50% Premium when the stock is in the low teens 🤨"  
[X Link](https://x.com/MB19701/status/2003038405492699236)  2025-12-22T09:42Z [---] followers, [---] engagements


"Update on a fraction of my positions: $PCT Added +Shares today pairing them against -Calls. Have a ton of such "pairs" expiring Jan [--] will add once these have lapsed. Assume PCT had a lot of 📉 pressure from Tax Loss Selling (and Allocators not wanting it on their 📖 👀 )"  
[X Link](https://x.com/MB19701/status/2006486212870287765)  2025-12-31T22:02Z [---] followers, [---] engagements


"There should be serious buying coming next. a lack of it would be highly disappointing 🤨. $INV $EOSE: new positions. +Shares immediately paired against -Calls. That will either lower my Net Cost (if -Calls expire worthless) or generate 12% profit (if -Calls get assigned)"  
[X Link](https://x.com/MB19701/status/2006486215357550916)  2025-12-31T22:02Z [---] followers, [---] engagements


"Just to be clear $CC stands for The Chemours Co. not the Crypto-💩 with same symbol 😅"  
[X Link](https://x.com/MB19701/status/2006748341913399375)  2026-01-01T15:24Z [---] followers, [---] engagements


"I've been asked why I often sell -Calls "against" my purchases of +Shares since that limits/caps my potential gains (latest examples: $PCT $EOSE $INV) I don't do it as a Standard Strategy several criteria must apply for me to do/prefer this approach. A few reasons/examples:"  
[X Link](https://x.com/MB19701/status/2006904869203095906)  2026-01-02T01:46Z [---] followers, [----] engagements


"1) General reason: Cost of Leverage. I use Leverage (at times a LOT 😳) this has a negative carry cost and although I am given very generous conditions costs are still relatively high (compared to the past decade). Because of this I can't just/only own "cheap" stocks or"  
[X Link](https://x.com/MB19701/status/2006904871098736949)  2026-01-02T01:46Z [---] followers, [---] engagements


"ideas that will unfold in 2-3 years and🧎♀(chill ). This is also a reason why I often sell -Puts when initiating or adding to Long Exposures. 2) $INV $EOSE. Yesterday's "pairs" might be capped at a 12% potential but that's for just [---] months (average of -Calls expiry)"  
[X Link](https://x.com/MB19701/status/2006904874080849941)  2026-01-02T01:46Z [---] followers, [---] engagements


".and since I fear there might be further weakness (and because these are likely among Retail's favorites 🧐) the Pairing (selling -Calls vs. +Shares) looked compelling 🧮 3) $TE $PCT Already had BIG positions so risk management would dictate "Do NOT ⚠ Add More 😬""  
[X Link](https://x.com/MB19701/status/2006904876794630227)  2026-01-02T01:46Z [---] followers, [---] engagements


"$ABVX "Pairing" example: (following my previous posts) I already had a position (Long Shares) and want(ed) to increase it. Choices: 1) Add +Shares 🫤 not ideal ahead of the upcoming JPM conference. 2) Buy +Calls 🫤 Premiums are 🤯 given imminent acquisition speculation"  
[X Link](https://x.com/MB19701/status/2007194424196116665)  2026-01-02T20:56Z [---] followers, [----] engagements


"3) Pairing (what I chose) Bought [---] Shares (133.-) and Sold [---] Call (140 Jan '26 @ 15.50) Scenarios: A) Acquisition within next [--] days --- 🚀 I make $2250 B) 🚫 Acquisition Given all the open Call Interest stock is unlikely to [---] at Expiry. I have lowered my Cost"  
[X Link](https://x.com/MB19701/status/2007194426372985052)  2026-01-02T20:56Z [---] followers, [---] engagements


"by $15.50/Share and might again sell -Call "against" the newly added +Shares post Jan [--]. Yes I'm potentially capping my gains but I wouldn't have felt comfortable adding in a different way. BTW I could also end up closing this "Pair" before expiry"  
[X Link](https://x.com/MB19701/status/2007194429858427076)  2026-01-02T20:56Z [---] followers, [---] engagements


"@JSmith8286 😲 and just when I thought I went overboard with my Leap +Calls. "luck" hits me like 🚚 (🤔 wrong metaphor for something this positive). 🍾😅👍"  
[X Link](https://x.com/MB19701/status/2008069848581222711)  2026-01-05T06:55Z [---] followers, [--] engagements


"@JSmith8286 If anybody cares (doubt anybody would) I might give some details/reasoning on why I chose +Shares or/vs. +Calls depending on individual company. Example: I have zero Shares of $XOM but a ton of [----] +Calls vs. a $VNOM (mostly +Shares)"  
[X Link](https://x.com/MB19701/status/2008071930243358879)  2026-01-05T07:03Z [---] followers, [---] engagements


"@BMuth73087 @Borgeit Let's say you are right my point is that the present spot (time/announcements wise and stock price) is a horrific Risk vs. Reward. (Granted I don't know how you have structured the Short)"  
[X Link](https://x.com/MB19701/status/2008257561020297601)  2026-01-05T19:21Z [---] followers, [---] engagements


"@BMuth73087 @Borgeit I have put an "😲-amount" of 💰 into $PCT. so yes I've talked to potential customers and MUCH more than that. I could never justify putting such a % of my wealth into a Co./Stock like PCT without proper D.D. (but even that doesn't guarantee I'll be right 😉)"  
[X Link](https://x.com/MB19701/status/2008265363298128150)  2026-01-05T19:52Z [---] followers, [---] engagements


"Portfolio considerations: $CSCO initiating a position AGGRESSIVELY (not usual 😅) via +Shares and +Calls. ⚠ Am selling/reducing✂ a lot of Longs not just to finance CSCO but because my Portfolio has shifted to Extreme-Long and I don't have conviction to add heavy to Shorts"  
[X Link](https://x.com/anyuser/status/2009691980390080721)  2026-01-09T18:21Z [---] followers, [---] engagements


"@BMuth73087 @M3Armbruster As a $PCT holder that lends out his Shares to 🐻 🐻❄ I thank you for your Negative Carry 🙏"  
[X Link](https://x.com/MB19701/status/2009735483996225682)  2026-01-09T21:14Z [---] followers, [---] engagements


"$PCT Borrow Fees: The increase in "Costs to Short" does not create by itself a panic for Short Sellers. Especially if such increase is caused by a dramatic 📈 in volatility (not the case for PCT at present). What does/would cause PANIC😱 is a "Failure To Locate.""  
[X Link](https://x.com/MB19701/status/2011380512842199522)  2026-01-14T10:10Z [---] followers, [---] engagements


"An increase in Borrowing Fees without a 📈 in volatility of the underlying ( $PCT ) often preceeds such "Failure To Locate" This could just be "noise" or an indication that Brokers see/anticipate a difficulty in lending out shares in the near future. (Disclaimers: Long PCT)"  
[X Link](https://x.com/MB19701/status/2011380514586796173)  2026-01-14T10:10Z [---] followers, [---] engagements


"@Mag7Observatory I don't find it surprising. Actually I was puzzled by the low Borrow Fees in the past months especially considering the HUGE Short Interest and potential for near-term catalysts. Again could just be noise. or (total speculation 😈) $PCT holder(s) restricting the "Lending""  
[X Link](https://x.com/MB19701/status/2011403700565320026)  2026-01-14T11:43Z [---] followers, [---] engagements


"@BMuth73087 Big part of my $PCT 🚀 is based on how 💰-Allocators are looking for (eventually "forced" to buy) stocks with good stories amazing growth potential that will have passive/indirect future buying. Yesterday's volume was likely (in part) 1+ of such Allocators taking a position"  
[X Link](https://x.com/MB19701/status/2011772137951150176)  2026-01-15T12:07Z [---] followers, [---] engagements


"@BMuth73087 If it were merely for their ♻Business my +Position would be a fraction of what I have on now (probably 1/10 to 1/5 🤔) On a side note there are other Stocks/Co. with "similar" characteristics where I have these views/💰positions. I'm an opportunist not a $PCT evangelist 😅"  
[X Link](https://x.com/MB19701/status/2011774643921961181)  2026-01-15T12:17Z [---] followers, [---] engagements


"@AntonSmeden @BMuth73087 In my experience (as investor but also running companies) there are always unpredicted costs/difficulties. PCT hasn't impressed me (past years) with their accuracy in regards to timing/costs. Additionally they are incentivized to "suggest" below-virgin-$ 🧐 (not impartial)"  
[X Link](https://x.com/MB19701/status/2011786690533232892)  2026-01-15T13:04Z [---] followers, [--] engagements


"@AntonSmeden @BMuth73087 I'm cynical and conspiratorially inclined (has served me well over the decades in this biz 😅). I'm glad to be proven wrong and my oversized Long Position accounts/covers for such a scenario 😁 (Below-Virgin unlikely. not impossible)"  
[X Link](https://x.com/MB19701/status/2011788150566158361)  2026-01-15T13:10Z [---] followers, [---] engagements


"@BMuth73087 I believe PCT has +fundamentals but even if it weren't the case look at stocks like CVNA QBTS. you can get slaughtered before proven right (especially until mid-terms). No idea if you should Add or ✂ but consider:"  
[X Link](https://x.com/MB19701/status/2011841383158419684)  2026-01-15T16:42Z [---] followers, [---] engagements


"Still like $PCT a lot (and am VERY Long). but so glad it's not one of my top [--] exposures 😅 especially on days like today 🥴🤭 https://x.com/MB19701/status/1993343264150503904t=9akelcrOLTpIH0zc5U0r6w&s=19 @JSmith8286 .and just to make sure I don't get "mis-classified" as a $PCT Pumper I just spent 20x more 💰 on $XOM $CVE and $VNOM +Calls than I did on that pesky ♻ PCT 😅 https://x.com/MB19701/status/1993343264150503904t=9akelcrOLTpIH0zc5U0r6w&s=19 @JSmith8286 .and just to make sure I don't get "mis-classified" as a $PCT Pumper I just spent 20x more 💰 on $XOM $CVE and $VNOM +Calls than I did"  
[X Link](https://x.com/MB19701/status/2016999594299727873)  2026-01-29T22:19Z [---] followers, [---] engagements


"Portfolio considerations: Reduced ca. 20% of my $XOM exposure (still one of my Top [--] Positions). Result: I'm left with a ton of 💰 to deploy. Bottom 🐟-ing: $IMPP $IGV's select names (was short till now 🔄 switching long) $BMNR $SBET via selling -Puts (and I hate Crypto 😅🫣)"  
[X Link](https://x.com/MB19701/status/2017265851292876863)  2026-01-30T15:57Z [---] followers, [---] engagements


"Note: These are very small initiations. Most of the 💰 will GRADUALLY go into non- (positions I already have not "initiations")"  
[X Link](https://x.com/MB19701/status/2017266931695227013)  2026-01-30T16:01Z [---] followers, [--] engagements


"More Bottom 🐟-ing: $OPRA and Cyber Security names. Even adding to $PCT 😅 but immediately "Pairing" it against ATM -Calls"  
[X Link](https://x.com/MB19701/status/2017310665791189342)  2026-01-30T18:55Z [---] followers, [---] engagements


"$CSCO Update: Reducing/Selling the +Calls with nearest expiry. As written I went "AGGRESSIVE". meaning position has now become Huge. Fantastic 📈🤩👍 but discipline mandates some ✂ (like was the case for $CC). Keeping the rest (approx. 80% exposure) https://x.com/MB19701/status/2009691980390080721t=p0HD_wm3t46ZTjQ90OhHpw&s=19 Portfolio considerations: $CSCO initiating a position AGGRESSIVELY (not usual 😅) via +Shares and +Calls. ⚠ Am selling/reducing✂ a lot of Longs not just to finance CSCO but because my Portfolio has shifted to Extreme-Long and I don't have conviction to add heavy to"  
[X Link](https://x.com/anyuser/status/2018400293113721176)  2026-02-02T19:05Z [---] followers, [---] engagements


"Portfolio is now VERY Long During 's Overnight🌙-PANIC: Closed many Shorts. Added to🏅Miners/Royalties and select Tech names. Initiated position in: $S $KKR (aggressive) $FTNT $NVDA (moderate) $USAR $AEVA $CCJ (small) Only Uranium exposure I had till now was $U.UN"  
[X Link](https://x.com/anyuser/status/2019697734580937191)  2026-02-06T09:00Z [---] followers, [---] engagements


"Portfolio update: Thanks to $XOM (and other 🛢) $CC $CSCO. I'm having the best 💰-year of my "career". A Younger-Me would be ecstatic 😃 but since I'm a Cynical-Veteran I'm just telling myself: "don't f🤨ck it up" Today I trimmed✂ a bit more the parabolic winners and"  
[X Link](https://x.com/anyuser/status/2019144005486014768)  2026-02-04T20:20Z [---] followers, [---] engagements


"🏅✨ $B will report soon. My guess/speculation is that most analysts still have the wrong sector pricing models 😈 Don't own $B but I was a heavy buyer in the past days of: $RGLD (largest Positions) $BTG $WPM $AEM $FNV Let's see if I'm a 🧠 or a colossal idiot 🥴🫣😅"  
[X Link](https://x.com/anyuser/status/2019359780918448205)  2026-02-05T10:37Z [---] followers, [---] engagements


"$PCT update: Added some +Shares. Had/have no time to check and 🧮 if the Calls or Warrants are interestingly priced compared to the Commons. Been busy buying the CLO's puke 🤮 all day 😈"  
[X Link](https://x.com/MB19701/status/1953519630548435173)  2025-08-07T18:12Z [---] followers, [----] engagements


"Let's see if focusing on these CLOs (attention 👀 🧠 and capital 💰 deployment). while "neglecting" $PCT's Option Chain (for a day) was a good choice 😅 $OXLC $EIC $ECC $CCIF"  
[X Link](https://x.com/MB19701/status/1953807405969506749)  2025-08-08T13:16Z [---] followers, [---] engagements


"So far looks like the right choice. Fingers crossed 🤞😅"  
[X Link](https://x.com/MB19701/status/1954906876644069681)  2025-08-11T14:04Z [---] followers, [---] engagements


"Eagle Point reports ✅ 😎👍 $EIC $ECC"  
[X Link](https://x.com/MB19701/status/1955247451339682275)  2025-08-12T12:38Z [---] followers, [---] engagements


"$CVNA new Short + some considerations: Preface WARNING ⚠ Shorting especially stocks like Carvana can be extremely painful. if you are a Masochist consider hiring a Dominatrix instead Here is how I am proceeding: 1) initiated a Short today by selling $CVNX chose this"  
[X Link](https://x.com/MB19701/status/1998861399314031021)  2025-12-10T21:04Z [---] followers, [---] engagements


"Note: The reason why I limit the $CVNX part is that a -CVNX position is more likely to be "closed" by the broker rather than $CVNA -Shares (due to borrow/locate failure)"  
[X Link](https://x.com/MB19701/status/1998861406448529582)  2025-12-10T21:04Z [---] followers, [---] engagements


"$CVNA / $CVNX Short: Have yet to increase it. Will likely do so in the coming weeks. maybe via +Puts depending on Premiums vs. Borrow Fees on -Shares. The largest initiation (💰 % wise) today was Long $CC. ⚠ Again: the above names are only a fraction of my Portfolio"  
[X Link](https://x.com/MB19701/status/2006486221581856865)  2025-12-31T22:02Z [---] followers, [----] engagements


"$CVNA / $CVNX Have yet to increase the Short. Unlikely to do so before Jan Opex"  
[X Link](https://x.com/MB19701/status/2010754708474917184)  2026-01-12T16:44Z [---] followers, [---] engagements


"$PCT $PINK: PINK suffered a very minor 💰 outflow but sold an additional 300'000 shares of $PCT (discretionary sale). Curious to see how the "Taylor-Fans" will react/feel about it. --- I highly respect Mr. Taylor's expertise in Pharma but am quite critical of other takes"  
[X Link](https://x.com/anyuser/status/2022255071656886706)  2026-02-13T10:22Z [---] followers, [---] engagements


"to limit Margin Requirements and also to take advantage of $CVNX's inherent "decay". 2) once I have established a 0.5% Short (of Portfolio) incremental position might get established by selling-short $CVNA. 3) depending on how things evolve might buy +Puts in coming weeks"  
[X Link](https://x.com/MB19701/status/1998861403109908623)  2025-12-10T21:04Z [---] followers, [---] engagements


"$TE Already had a large position. Added yesterday ( +Shares paired against -Calls and by selling -Puts). $OXY $EQT. Initiated position via +Shares and Leap +Calls. $VNOM Went against my "promise" and added even more (a tiny bit). shame 😅🙈"  
[X Link](https://x.com/MB19701/status/2006486218327138312)  2025-12-31T22:02Z [---] followers, [---] engagements


"Update on 👇: $CC Position Value has more than doubled since. 🫤 and gotten too big ⚠. Believe there is WAY more upside so I'll only sell my +Calls with the nearest expiry (April) for now. Next step would like be to sell short-term -Calls (covered). https://x.com/MB19701/status/2006486221581856865t=Vt27r2jprbeLM8FkXyXSIQ&s=19 $CVNA / $CVNX Short: Have yet to increase it. Will likely do so in the coming weeks. maybe via +Puts depending on Premiums vs. Borrow Fees on -Shares. The largest initiation (💰 % wise) today was Long $CC. ⚠ Again: the above names are only a fraction of my Portfolio."  
[X Link](https://x.com/MB19701/status/2010754706725839285)  2026-01-12T16:44Z [---] followers, [---] engagements


"@Mike_Taylor1972 @dmeyers101 @KeithMcCullough People might want to compare $PINK vs. $XLV $FHLC $ARKG. Stellar performance Mr. Taylor 😉👍 (Disclaimer: am Long PINK)"  
[X Link](https://x.com/MB19701/status/2014649269613887525)  2026-01-23T10:39Z [---] followers, [---] engagements


"Update: My Caffeine Abuse ☕☕☕☕☕☕☕☕☕☕🫣 has allowed me to be active during Asian Hours🌙 Result: I have deployed 1/3 of the freed-up 💰 in [--] Asian Firms mostly  Examples: HK.0700 HK.2883 HK.1810 HK.1876 HK.9988 . Additionally small positions in $ASHR"  
[X Link](https://x.com/anyuser/status/2019314680259571987)  2026-02-05T07:38Z [---] followers, [---] engagements


"$PCT $PINK considerations: PINK suffered a huge 💰 outflow. As a result it sold ca. 160'000 $PCT shares. 🤔 PCT's price was surprisingly good yesterday (given markets) 👍 --- PINK nearly liquidated its entire $UNH position (🤭) and now holds a staggering 🤯 16.2% in Cash"  
[X Link](https://x.com/anyuser/status/2019357181384998988)  2026-02-05T10:27Z [---] followers, [---] engagements


"$RGLD I additionally speculate that it will enter the S&P [---] index and enjoy gradually increasing % allocations"  
[X Link](https://x.com/MB19701/status/2019362338839699697)  2026-02-05T10:47Z [---] followers, [---] engagements


"Added more during 's Overnight🌙-PANIC 📉 Am at roughly 50% of my desired position (only +Shares with exception for $RGLD where I also have +Calls 2027-2028)"  
[X Link](https://x.com/anyuser/status/2019694203702505810)  2026-02-06T08:46Z [---] followers, [--] engagements


"Past days changes: Had gradually reduced $CSCO into earnings still left with a decent amount. Not adding as earnings were 🫤. Reduced $XOM dramatically ✂ ✂ (was my largest position). Thanks to $XLE's recent 🚀 I now have an ENORMOUS 🛢 allocation. way too large ⚠"  
[X Link](https://x.com/anyuser/status/2021900026029735973)  2026-02-12T10:51Z [---] followers, [---] engagements


"Only modesty reduced Energy Names. Did not trim any $VNOM (has become a Top-3 pos.) $LB $RIG (but out off all other Offshore Drillers). $CC got additional trims merely because it has become HUGE. Deployed a lot of the freed-up capital into Software/Cybersecurity names:"  
[X Link](https://x.com/MB19701/status/2021900028768649558)  2026-02-12T10:51Z [---] followers, [---] engagements


"$FTNT $S (aggressive Adds fully sized) $PANW $CRWD (initiated aggressively 50% sized via +Shares and Leap +Calls) $NOW (initiated moderately via Leap +Calls no Shares) $ZS $RBRK $DDOG (initiated moderately ca. 20% sized) Biotech: my $NKTR is 🟢 again 😅🙈. Not adding"  
[X Link](https://x.com/anyuser/status/2021900032094736735)  2026-02-12T10:51Z [---] followers, [---] engagements


"$ABVX is still at "fully sized" if volatility picks up I'll gladly restart selling -Calls. Shorts: almost all working. problem is that I don't have enough 🧐. Portfolio is now extremely tilted Long ⚠⚠⚠ Added $KO $WMT $SNDK Shorts (via +Puts) just to add some "balance""  
[X Link](https://x.com/MB19701/status/2021900035123032192)  2026-02-12T10:51Z [---] followers, [---] engagements


"Was tempted to trim my $TNA / $IWM Shorts but that would have forced me to ✂ my Small-Cap Long-Names. $PCT $TE and other "darlings" (yes that's sarcasm): added small to $TE. Would be adding more but I have sold (past weeks) many -Calls against my +Shares. These might not"  
[X Link](https://x.com/MB19701/status/2021900038054850744)  2026-02-12T10:51Z [---] followers, [---] engagements


"@Mag7Observatory I fully understand the sale from a Portfolio-Management stand. Not just for de-risking but PINK also competes against other Funds/Healthcare💰allocation. As a $PINK shareholder (against Short Benchmarks) I actually welcome such a trim ✂ besides I'm very Long $PCT already 😅"  
[X Link](https://x.com/MB19701/status/2022275182442745869)  2026-02-13T11:42Z [---] followers, [---] engagements


"$PINK $PCT update: New day. and another discretionary Sell of ca. 300'000 $PCT Shares. As a PINK shareholder I welcome the move. As a PCT speculator I'll observe if a "Taylor-Fan disillusionment" occurs 👀 --- Note: I trust Mr. Taylor's ability to outperform the"  
[X Link](https://x.com/anyuser/status/2022661524842799248)  2026-02-14T13:17Z [---] followers, [---] engagements


"I manage only my own money and act in a way that would never work if I had clients. hence I will never sell a product/subscription or monetize ✍ (save verification 😅). My posts are merely to show a glimpse of what a Long-Short Leveraged investor/speculator might be 🤔 🧠💡"  
[X Link](https://x.com/anyuser/status/1958845124923785386)  2025-08-22T10:54Z [---] followers, [----] engagements


"$PINK $PCT update: New day. and another discretionary Sell of ca. 300'000 $PCT Shares. As a PINK shareholder I welcome the move. As a PCT speculator I'll observe if a "Taylor-Fan disillusionment" occurs 👀 --- Note: I trust Mr. Taylor's ability to outperform the"  
[X Link](https://x.com/anyuser/status/2022661524842799248)  2026-02-14T13:17Z [---] followers, [---] engagements


"Benchmarks in Healthcare but believe he does (although well-intentioned) a tremendous disservice to many of his Retail "Fans." Cautionary Sidenote: for 30+ years I live/work between -Asia (all my kids are from/live in 🌏) my views about that Region are very different to his"  
[X Link](https://x.com/anyuser/status/2022661526994178438)  2026-02-14T13:17Z [---] followers, [---] engagements


"$FTNT $S (aggressive Adds fully sized) $PANW $CRWD (initiated aggressively 50% sized via +Shares and Leap +Calls) $NOW (initiated moderately via Leap +Calls no Shares) $ZS $RBRK $DDOG (initiated moderately ca. 20% sized) Biotech: my $NKTR is 🟢 again 😅🙈. Not adding"  
[X Link](https://x.com/anyuser/status/2021900032094736735)  2026-02-12T10:51Z [---] followers, [---] engagements


"$PCT $PINK: PINK suffered a very minor 💰 outflow but sold an additional 300'000 shares of $PCT (discretionary sale). Curious to see how the "Taylor-Fans" will react/feel about it. --- I highly respect Mr. Taylor's expertise in Pharma but am quite critical of other takes"  
[X Link](https://x.com/anyuser/status/2022255071656886706)  2026-02-13T10:22Z [---] followers, [---] engagements


"Past days changes: Had gradually reduced $CSCO into earnings still left with a decent amount. Not adding as earnings were 🫤. Reduced $XOM dramatically ✂ ✂ (was my largest position). Thanks to $XLE's recent 🚀 I now have an ENORMOUS 🛢 allocation. way too large ⚠"  
[X Link](https://x.com/anyuser/status/2021900026029735973)  2026-02-12T10:51Z [---] followers, [---] engagements


"get assigned if price stays here (so. not going as planned 😅🙈) meaning I'll have more Shares than I was anticipating on holding. $PCT same old method: Buying +Shares and immediately Pairing them against -Calls. --- ⚠ am WAY to Long need to adjust that in the coming days"  
[X Link](https://x.com/anyuser/status/2021900041133470106)  2026-02-12T10:51Z [---] followers, [---] engagements


"Portfolio is now VERY Long During 's Overnight🌙-PANIC: Closed many Shorts. Added to🏅Miners/Royalties and select Tech names. Initiated position in: $S $KKR (aggressive) $FTNT $NVDA (moderate) $USAR $AEVA $CCJ (small) Only Uranium exposure I had till now was $U.UN"  
[X Link](https://x.com/anyuser/status/2019697734580937191)  2026-02-06T09:00Z [---] followers, [---] engagements


"🏅✨ $B will report soon. My guess/speculation is that most analysts still have the wrong sector pricing models 😈 Don't own $B but I was a heavy buyer in the past days of: $RGLD (largest Positions) $BTG $WPM $AEM $FNV Let's see if I'm a 🧠 or a colossal idiot 🥴🫣😅"  
[X Link](https://x.com/anyuser/status/2019359780918448205)  2026-02-05T10:37Z [---] followers, [---] engagements


"$RGLD I additionally speculate that it will enter the S&P [---] index and enjoy gradually increasing % allocations"  
[X Link](https://x.com/MB19701/status/2019362338839699697)  2026-02-05T10:47Z [---] followers, [---] engagements


"Added more during 's Overnight🌙-PANIC 📉 Am at roughly 50% of my desired position (only +Shares with exception for $RGLD where I also have +Calls 2027-2028)"  
[X Link](https://x.com/anyuser/status/2019694203702505810)  2026-02-06T08:46Z [---] followers, [--] engagements


"$PCT $PINK considerations: PINK suffered a huge 💰 outflow. As a result it sold ca. 160'000 $PCT shares. 🤔 PCT's price was surprisingly good yesterday (given markets) 👍 --- PINK nearly liquidated its entire $UNH position (🤭) and now holds a staggering 🤯 16.2% in Cash"  
[X Link](https://x.com/anyuser/status/2019357181384998988)  2026-02-05T10:27Z [---] followers, [---] engagements


"Update: My Caffeine Abuse ☕☕☕☕☕☕☕☕☕☕🫣 has allowed me to be active during Asian Hours🌙 Result: I have deployed 1/3 of the freed-up 💰 in [--] Asian Firms mostly  Examples: HK.0700 HK.2883 HK.1810 HK.1876 HK.9988 . Additionally small positions in $ASHR"  
[X Link](https://x.com/anyuser/status/2019314680259571987)  2026-02-05T07:38Z [---] followers, [---] engagements


"Portfolio update: Thanks to $XOM (and other 🛢) $CC $CSCO. I'm having the best 💰-year of my "career". A Younger-Me would be ecstatic 😃 but since I'm a Cynical-Veteran I'm just telling myself: "don't f🤨ck it up" Today I trimmed✂ a bit more the parabolic winners and"  
[X Link](https://x.com/anyuser/status/2019144005486014768)  2026-02-04T20:20Z [---] followers, [---] engagements


"only partially allocated the freed-up capital into positions I plan to build. (patience 🧎♀)"  
[X Link](https://x.com/anyuser/status/2019144008954704364)  2026-02-04T20:20Z [---] followers, [--] engagements


"$CSCO Update: Reducing/Selling the +Calls with nearest expiry. As written I went "AGGRESSIVE". meaning position has now become Huge. Fantastic 📈🤩👍 but discipline mandates some ✂ (like was the case for $CC). Keeping the rest (approx. 80% exposure) https://x.com/MB19701/status/2009691980390080721t=p0HD_wm3t46ZTjQ90OhHpw&s=19 Portfolio considerations: $CSCO initiating a position AGGRESSIVELY (not usual 😅) via +Shares and +Calls. ⚠ Am selling/reducing✂ a lot of Longs not just to finance CSCO but because my Portfolio has shifted to Extreme-Long and I don't have conviction to add heavy to"  
[X Link](https://x.com/anyuser/status/2018400293113721176)  2026-02-02T19:05Z [---] followers, [---] engagements


"Portfolio considerations: $CSCO initiating a position AGGRESSIVELY (not usual 😅) via +Shares and +Calls. ⚠ Am selling/reducing✂ a lot of Longs not just to finance CSCO but because my Portfolio has shifted to Extreme-Long and I don't have conviction to add heavy to Shorts"  
[X Link](https://x.com/anyuser/status/2009691980390080721)  2026-01-09T18:21Z [---] followers, [---] engagements

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