# ![@MarketHeretic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::290922545.png) @MarketHeretic 📈Market ℍ𝔼𝕣𝔼Ŧ𝐈𝓬 📉

📈Market ℍ𝔼𝕣𝔼Ŧ𝐈𝓬 📉 posts on X about $eaf, $wwr, $nvx, $4516t the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: undefined [#](/creator/twitter::290922545/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::290922545/c:line/m:interactions.svg)

- [--] Week [---] -38%
- [--] Month [-----] +286%
- [--] Months [------] +322%
- [--] Year [------] +140%

### Mentions: undefined [#](/creator/twitter::290922545/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::290922545/c:line/m:posts_active.svg)

- [--] Week [--] +25%
- [--] Month [--] +86%
- [--] Months [--] +36%
- [--] Year [---] +61%

### Followers: [---] [#](/creator/twitter::290922545/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::290922545/c:line/m:followers.svg)

- [--] Week [---] -0.60%
- [--] Month [---] -2.90%
- [--] Months [---] +13%
- [--] Year [---] +40%

### CreatorRank: undefined [#](/creator/twitter::290922545/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::290922545/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  31% [stocks](/list/stocks)  27% [cryptocurrencies](/list/cryptocurrencies)  15% [countries](/list/countries)  10% [technology brands](/list/technology-brands)  2% [automotive brands](/list/automotive-brands)  2% [social networks](/list/social-networks)  1% [exchanges](/list/exchanges)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$eaf](/topic/$eaf) 37%, [$wwr](/topic/$wwr) 11%, [$nvx](/topic/$nvx) 10%, [$4516t](/topic/$4516t) 10%, [ai](/topic/ai) 4%, [business](/topic/business) 4%, [$h1t](/topic/$h1t) 4%, [$xom](/topic/$xom) 4%, [china](/topic/china) 4%, [india](/topic/india) 3%

**Top accounts mentioned or mentioned by**
[@realdonaldtrump](/creator/undefined) [@kj252308](/creator/undefined) [@osarochester](/creator/undefined) [@mrosazza](/creator/undefined) [@investingcom](/creator/undefined) [@archuleta4co](/creator/undefined) [@zerohedge](/creator/undefined) [@californiaglobe](/creator/undefined) [@richardgrenell](/creator/undefined) [@david01583756](/creator/undefined) [@business](/creator/undefined) [@verizon](/creator/undefined) [@moniquebmul](/creator/undefined) [@profitmakerjoe1](/creator/undefined) [@stockplaymaker1](/creator/undefined) [@sarahkally1](/creator/undefined) [@ballsmeep](/creator/undefined) [@zohrankmamdani](/creator/undefined) [@elonmusk](/creator/undefined) [@kvp2688](/creator/undefined)

**Top assets mentioned**
[GrafTech International Ltd. (EAF)](/topic/$eaf) [NovaDEX (NVX)](/topic/$nvx) [Exxon Mobil (XOM)](/topic/$xom) [Bitcoin (BTC)](/topic/bitcoin) [Nucor, Corp. (NUE)](/topic/$nue) [Freicoin (FRC)](/topic/$frc) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Western Union Co (WU)](/topic/$wu) [Strategy (MSTR)](/topic/$mstr) [MP Materials Corp. (MP)](/topic/$mp) [2131KOBUSHIDE (21)](/topic/$21) [Wormhole (W)](/topic/$w) [Apple, Inc. (AAPL)](/topic/$aapl) [Oxygen (OXY)](/topic/$oxy) [Riot Platforms, Inc. (RIOT)](/topic/$riot)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@kj252308 Tx for the update Pricing worse than I imagined somehow 🤷"  
[X Link](https://x.com/MarketHeretic/status/2019809968611004641)  2026-02-06T16:26Z [---] followers, [---] engagements


"No one wants to sell EVs anymore $eaf $nvx $wwr"  
[X Link](https://x.com/MarketHeretic/status/1986596818638250227)  2025-11-07T00:49Z [---] followers, [----] engagements


"Two Brookfield era directors resigning from Graftech $eaf board. That cant be bearish. Meanwhile this dumbass AI written article failed to take into account the reverse split when comparing reported earnings to earning estimates based on pre RS shares 😂 Naturally @investingcom AI concludes there was a huge miss https://www.investing.com/news/sec-filings/graftech-international-announces-board-resignations-effective-yearend-93CH-4387160 https://www.investing.com/news/sec-filings/graftech-international-announces-board-resignations-effective-yearend-93CH-4387160"  
[X Link](https://x.com/MarketHeretic/status/1996028439158042990)  2025-12-03T01:27Z [---] followers, [---] engagements


"Seems more and more likely that $eaf current management made a tactical mistake closing down U.S. production capacity and retaining AND investing CAPEX in their European production. U.S. is going to ending up being the only place theyll have pricing power. If Trump tariffs on India go away for some reason it will be RIP Graftech. https://twitter.com/i/web/status/2016167989046083893 https://twitter.com/i/web/status/2016167989046083893"  
[X Link](https://x.com/MarketHeretic/status/2016167989046083893)  2026-01-27T15:14Z [---] followers, [---] engagements


"Full slate of meetings All on the $wwr expense account no doubt 🤣 $WWR is in Atlantic City for the DealFlow Discovery Conference. Exec Chairman Terence Cryan presents today at 9:30am ET with a full slate of meetings ahead. Presentation: https://t.co/qDdqqoxJ5i #Graphite #BatteryMaterials #CriticalMinerals $WWR is in Atlantic City for the DealFlow Discovery Conference. Exec Chairman Terence Cryan presents today at 9:30am ET with a full slate of meetings ahead. Presentation: https://t.co/qDdqqoxJ5i #Graphite #BatteryMaterials #CriticalMinerals"  
[X Link](https://x.com/MarketHeretic/status/2016892943638921661)  2026-01-29T15:15Z [---] followers, [---] engagements


"They certainly werent HODLing when DAT companies like $mstr were loading up on #bitcoin and Wall Street was creating other vehicles that allow stock investors to get #crypto exposure. That bitcoin barely made new highs during this period was a tell. turns out nobody knew how to HODL turns out nobody knew how to HODL"  
[X Link](https://x.com/MarketHeretic/status/2019612618294718958)  2026-02-06T03:22Z [---] followers, [---] engagements


"A total whiff by $eaf. Guess the BOD saw it coming. Dont own enough shares to make it worth my time to listen to the CC. Anything different or interesting Debating if I would rebuild a position again sub $10. Tell me you have zero confidence in the future of your company $eaf board without telling me https://t.co/RYyaybzz86 Tell me you have zero confidence in the future of your company $eaf board without telling me https://t.co/RYyaybzz86"  
[X Link](https://x.com/MarketHeretic/status/2019796604685894115)  2026-02-06T15:33Z [---] followers, [---] engagements


"Im thinking of $eaf here Business is not for everyone📌📌📌 https://t.co/aDqXGCFvx8 Business is not for everyone📌📌📌 https://t.co/aDqXGCFvx8"  
[X Link](https://x.com/MarketHeretic/status/2021001252180840856)  2026-02-09T23:20Z [---] followers, [---] engagements


"Novonix $nvx sh1t$ the bed again with another of a long string of production delays. Wastewater $wwr has nothing going on but continuous ATM offerings stockpiling cash for their next business transformation no doubt. Heres your time and opportunity to shine $eaf Are you up for it https://twitter.com/i/web/status/2012176824797712762 https://twitter.com/i/web/status/2012176824797712762"  
[X Link](https://x.com/MarketHeretic/status/2012176824797712762)  2026-01-16T14:55Z [---] followers, [---] engagements


"FYI $eaf $wwr $nvx investors dont expect graphite price support should any of you manage to snag interest from the Trump Admin. This news has already tanked $mp in after hours. https://www.reuters.com/world/asia-pacific/us-moves-away-critical-mineral-price-floors-sources-say-2026-01-28/ https://www.reuters.com/world/asia-pacific/us-moves-away-critical-mineral-price-floors-sources-say-2026-01-28/"  
[X Link](https://x.com/MarketHeretic/status/2016671944678969628)  2026-01-29T00:37Z [---] followers, [---] engagements


"AI going to finally kill the wire house financial advisor fallacy. Loved the days of slinging stocks based on suitability rather than pretending to be a fiduciary. The industry used to be fun"  
[X Link](https://x.com/MarketHeretic/status/2021341086715900054)  2026-02-10T21:50Z [---] followers, [--] engagements


"1. They dont produce any graphite in the U.S. right now. The two plants in the EU have to just be killing them from a cost standpoint and probably the reason they refuse to breakout costs by facility. [--]. Even with the 80+% increase in sales within the U.S. it only represents 31% of their total revenue. Hence the reason why Chinese and Indian electrodes are killing them worldwide. https://twitter.com/i/web/status/2021347109954527454 https://twitter.com/i/web/status/2021347109954527454"  
[X Link](https://x.com/MarketHeretic/status/2021347109954527454)  2026-02-10T22:14Z [---] followers, [--] engagements


"This stupid board Stock had a little bit of positive vibe from trade rulings earnings and regaining listing compliance but the board still goes ahead with the special meeting anyway. Like I want to give THIS board more discretion. Glad I dont own as much of this as I once did Tell me you have zero confidence in the future of your company $eaf board without telling me https://t.co/RYyaybzz86 Tell me you have zero confidence in the future of your company $eaf board without telling me https://t.co/RYyaybzz86"  
[X Link](https://x.com/MarketHeretic/status/1955296197071290528)  2025-08-12T15:51Z [---] followers, [--] engagements


"This stupid board Stock had a little bit of positive vibe from trade rulings earnings and regaining listing compliance but the board still goes ahead with the special meeting anyway. Like I want to give THIS board more discretion. Glad I dont own as much of this as I once did $eaf Tell me you have zero confidence in the future of your company $eaf board without telling me https://t.co/RYyaybzz86 Tell me you have zero confidence in the future of your company $eaf board without telling me https://t.co/RYyaybzz86"  
[X Link](https://x.com/MarketHeretic/status/1955299353771512312)  2025-08-12T16:04Z [---] followers, [---] engagements


"Yeah just read the transcript. Lot of conversation regarding $eaf on the HEG call. They really feel strongly that demand and pricing increase substantially after the next few qtrs or so due in a large part to the quantity of new furnaces coming online. They also hold the view that any recently idled or soon to be idled electrode capacity is unlikely to ever come back online due to age condition of the facilities and cost. So from their perspective a positive double whammy for medium term prospects. Thanks for pointing that out"  
[X Link](https://x.com/MarketHeretic/status/1955442897064747098)  2025-08-13T01:34Z [---] followers, [---] engagements


"Dont get your hopes . The last time the Front Range was this distorted it took about a decade to rationalize and then a few years of below rational as no one had jobs or credit ratings post financial crisis so there where some real bargains to be had IF you had personal liquidity"  
[X Link](https://x.com/MarketHeretic/status/1955697790438531420)  2025-08-13T18:27Z [---] followers, [---] engagements


"@Archuleta4CO You need to cut them some slack. After all many of the men they associate with are actively trying to be women so they might not really be clear on what Colorado men look like"  
[X Link](https://x.com/MarketHeretic/status/1956093473351983505)  2025-08-14T20:40Z [---] followers, [---] engagements


"One more money laundering operation on the ropes The result of DOGE and killing USAID Keep it up #TrumpAdministration NEW: Salvation Army announces it will no longer run three Denver hotel shelters citing financial challenges. The organization said operating costs far outpaced available funding. The Salvation Army also faced intense criticism from community members and the city council over NEW: Salvation Army announces it will no longer run three Denver hotel shelters citing financial challenges. The organization said operating costs far outpaced available funding. The Salvation Army also"  
[X Link](https://x.com/MarketHeretic/status/1956106658049888633)  2025-08-14T21:32Z [---] followers, [--] engagements


"Notwithstanding my hopes and dreams for the remaining stub of my $eaf holdings it still stands that this board and management team seem to be olympians when it comes to decisions that destroy value. Heres hoping 🤞 that they really do have a strategy that will demonstrate results that are better than theyve shown previously"  
[X Link](https://x.com/MarketHeretic/status/1957883448116548077)  2025-08-19T19:12Z [---] followers, [---] engagements


"This isnt even a tough issue to take a side on. If she is going to claim ignorance of what she signed or misunderstood the meaning of primary residence then she is too stupid to be a fed governor. AND that is a low bar. If she did understand and willfully did this then she knowingly committed a crime and should be shown the door. Either way she is gone. Not that tough of a call for Powell to back up Trumps order. That it came from Trump might make Powell want to push back but he could have and should have acted ahead of Trump. The Fed drama worsens: President Trump just signed an Executive"  
[X Link](https://x.com/MarketHeretic/status/1960374493505081566)  2025-08-26T16:11Z [---] followers, [--] engagements


"Family member works capital markets for a large mortgage lender. Typically when this type of fraud is uncovered they give the borrower legal notice to pay off the loan within [--] days. If they do so they may avoid a criminal referral but no guarantee. The problem for the borrower is that the mortgage industry keeps track of people who do this type of activity and she likely will have a challenging time doing a refi"  
[X Link](https://x.com/MarketHeretic/status/1961865009379823957)  2025-08-30T18:54Z [---] followers, [--] engagements


"Clerical error Forget about confusion at closing: These mortgages were underwritten based on the two properties being her primary residence and a third being secondary. If she disclosed at application for the loans truthfully the loan programs and terms would have been altogether different. The closing documents prepared and signed at closing were based on the information she supplied at application. Not a clerical error its fraud. Very disappointed J Powell hasnt called her out on this. Powell needs to go now as well"  
[X Link](https://x.com/MarketHeretic/status/1961943328876077366)  2025-08-31T00:05Z [---] followers, [---] engagements


"Sounds more like private equity owned HVAC company provided that water heater quote. That I would believe Colorado families are already paying the price for Trumps reckless tariffs. One homeowner told me they had to pay $1400$2800 more on a $9400 water heater just because imported parts now cost more. Tariffs are nothing more than a hidden tax on working families and every https://t.co/Qb8KtHKCNA Colorado families are already paying the price for Trumps reckless tariffs. One homeowner told me they had to pay $1400$2800 more on a $9400 water heater just because imported parts now cost more."  
[X Link](https://x.com/MarketHeretic/status/1965130867132772488)  2025-09-08T19:11Z [---] followers, [--] engagements


"Utah valley is better than 80% Mormon. Most kids accept the programming delivered by the Cult but for a few it creates very real personality distortions. Its like neo being in the matrix and feeling something isnt quite right but not being able to identify exactly what that might be. ALLEGED PHOTO OF 22-YEAR-OLD TYLER ROBINSON SUSPECT WHO KILLED CHARLIE KIRK https://t.co/rygUsXa2ZH ALLEGED PHOTO OF 22-YEAR-OLD TYLER ROBINSON SUSPECT WHO KILLED CHARLIE KIRK https://t.co/rygUsXa2ZH"  
[X Link](https://x.com/MarketHeretic/status/1966507740018413968)  2025-09-12T14:22Z [---] followers, [--] engagements


"I propose that all these mountain trails be closed for at least [--] months periodically to allow Mother Nature some time to recover and process all the $h1t left behind by humanity. Colorados mountains never fail to inspire ⛰. While the 14ers get the spotlight our 13ers offer stunning views and adventurewithout the crowds. With over [---] peaks to explore these hidden gems are perfect for hiking peaceful summits and discovering Colorados beauty. https://t.co/Y7zxUauDPy Colorados mountains never fail to inspire ⛰. While the 14ers get the spotlight our 13ers offer stunning views and"  
[X Link](https://x.com/MarketHeretic/status/1966957528480444616)  2025-09-13T20:09Z [---] followers, [--] engagements


"From $xom themselves claiming a new version of graphite that exstends battery life and faster charging. Aiming for full production by [----]. https://corporate.exxonmobil.com/news/corporate-news/superior-graphite-superior-acquisitions-for-synthetic-graphite-production#Poweringthefuture https://corporate.exxonmobil.com/news/corporate-news/superior-graphite-superior-acquisitions-for-synthetic-graphite-production#Poweringthefuture"  
[X Link](https://x.com/MarketHeretic/status/1966982083634729307)  2025-09-13T21:47Z [---] followers, [---] engagements


"https://www.bloomberg.com/news/articles/2025-09-26/brookfield-s-buyout-ceo-chases-triple-digit-growth-in-bleak-era https://www.bloomberg.com/news/articles/2025-09-26/brookfield-s-buyout-ceo-chases-triple-digit-growth-in-bleak-era"  
[X Link](https://x.com/MarketHeretic/status/1971992715027272184)  2025-09-27T17:37Z [---] followers, [--] engagements


"Novonix $nvx announces the domestic #battery supply chain is going nowhere quickly so weve got to find a new market for our $h1t NOVONIX announced today the delivery of its first mass production commercial-grade sample of synthetic graphite for industrial applications to one of North Americas largest value-added carbon processors with a global market reach. Were pleased to have hit this significant https://t.co/BoQEAGkntp NOVONIX announced today the delivery of its first mass production commercial-grade sample of synthetic graphite for industrial applications to one of North Americas largest"  
[X Link](https://x.com/MarketHeretic/status/1972664620780548342)  2025-09-29T14:07Z [---] followers, [---] engagements


"Guess they actually read yesterdays Novonix $nvx PR propaganda today. Novonix $nvx announces the domestic #battery supply chain is going nowhere quickly so weve got to find a new market for our $h1t Novonix $nvx announces the domestic #battery supply chain is going nowhere quickly so weve got to find a new market for our $h1t"  
[X Link](https://x.com/MarketHeretic/status/1973026196654059641)  2025-09-30T14:04Z [---] followers, [---] engagements


"With $xom moving into #graphite I doubt theres much demand for a bit player like $wwr https://www.electrive.com/2025/09/11/exxonmobil-to-offer-synthetic-graphite-for-ev-batteries/ https://www.electrive.com/2025/09/11/exxonmobil-to-offer-synthetic-graphite-for-ev-batteries/"  
[X Link](https://x.com/MarketHeretic/status/1973406958058123701)  2025-10-01T15:17Z [---] followers, [---] engagements


"I know there are no bag holders here at $wwr but just in case you should know this is not $nvx which actually does have some production coming online (10k mt) or $xom (just announced a move into anode graphite mkt) or $eaf (synthetic graphite for electrodes but exploring anode mkt has 70k - 100k mt spare capacity and one of [--] US suppliers of pet needle coke with approvals to expand that by 50%). The only thing Wastewater guys are selling and will be selling anytime in the near future are more shares. The only charts you need for $wwr though they probably sold enough atm shares today to pay"  
[X Link](https://x.com/MarketHeretic/status/1975296287282286675)  2025-10-06T20:25Z [---] followers, [----] engagements


"@zerohedge Giving a condo to an official of a foreign government to help facilitate a project would likely be construed as a violation of the Foreign Corrupt Practices Act. Very serious business potentially"  
[X Link](https://x.com/MarketHeretic/status/1068295944058236928)  2018-11-30T00:09Z [---] followers, [--] engagements


"#Fed #BalanceSheet score card: Max size was $4.516T Runoff Started Oct [----] Current size w.e. 12/12: $4.088T UP TO $50B allowed to roll off each month. (can be less depending on how many holdings mature each month)"  
[X Link](https://x.com/MarketHeretic/status/1073616475498283011)  2018-12-14T16:31Z [---] followers, [--] engagements


"#Fed #balancesheet shrinks by $9 billion week ending 12/26 Max size $4.516T Last week $4.084T This week $4.075T As expected no treasuries rolled off. Shrinkage was due to $11.5B in MBS rolling off which was offset by $2.5B increase in other balance sheet areas. Net $9B shrink"  
[X Link](https://x.com/MarketHeretic/status/1078453752980332544)  2018-12-28T00:53Z [---] followers, [--] engagements


"#Fed #balancesheet shrinks by $17 billion week ending Jan [--] [----] Max size $4.516T Last week $4.075T This week $4.058T As expected $18B in treasuries rolled off. No MBS rolled off. Other assets increaed by $1B so net shrinkage is $17B"  
[X Link](https://x.com/MarketHeretic/status/1080943597371846657)  2019-01-03T21:46Z [---] followers, [--] engagements


"#Fed #balancesheet shrinks by $1.8 billion week ending Jan [--] [----] Max size $4.516T Last week $4.058T This week $4.056T No significant changes in balance sheet due to #QT. Shrinkage is the result of $4B reduction in central bank liquidity swaps and increases of other assets"  
[X Link](https://x.com/MarketHeretic/status/1083479079733448704)  2019-01-10T21:41Z [---] followers, [--] engagements


"#Fed #balancesheet shrinks by $6.5 billion week ending Jan [--] [----] Max size $4.516T Last week $4.056T This week $4.050T Shrinkage due to $22B in TIPS rolling and $4.3B in mbs rolling. #qe #qt"  
[X Link](https://x.com/MarketHeretic/status/1086016534055546881)  2019-01-17T21:44Z [---] followers, [--] engagements


"#Fed #balancesheet shrinks by $3.0 billion week ending Jan [--] [----] Max size $4.516T Last week $4.050T This week $4.047T Shrinkage due to 3.8B of mbs maturing and $.8B increase in other assets. #qe #qt"  
[X Link](https://x.com/MarketHeretic/status/1088553238935158784)  2019-01-24T21:44Z [---] followers, [--] engagements


"#Fed #balancesheet shrinks by $7.3 billion week ending Jan [--] [----] Max size $4.516T Last week $4.047T This week $4.040T Shrinkage due to $7.1B of mbs maturing and $.2B net decrease in other assets. #qe #qt"  
[X Link](https://x.com/MarketHeretic/status/1091094862642872320)  2019-01-31T22:04Z [---] followers, [--] engagements


"#Fed #balancesheet expands by $2.1 billion week ending Feb [--] [----] Max size $4.516T Last week $4.026T This week $4.028T Expansion largely due to $2B net increase in other assets. No significant #qe #qt activity MTD but get ready we are scheduled to max out treasury qt [--] feb"  
[X Link](https://x.com/MarketHeretic/status/1096477674053062661)  2019-02-15T18:33Z [---] followers, [--] engagements


"Not that it matters any more but #Fed #balancesheet shrinks by $47 billion week ending Feb [--] [----] Max size $4.516T Last week $4.028T This week $3.981T Due to $31B in #qt and $16B in other assets. Anticipating an additional qt of $7B treasuries at month end plus any #mbs"  
[X Link](https://x.com/MarketHeretic/status/1098959560369270784)  2019-02-22T14:55Z [---] followers, [--] engagements


"15 months of silent panic at the board level. $sivc Silicon Valley Bank Ties to California First Partner Jennifer Newsom. What did they know and when did they know it @CaliforniaGlobe @RichardGrenell https://t.co/fiNY03pYq7 Silicon Valley Bank Ties to California First Partner Jennifer Newsom. What did they know and when did they know it @CaliforniaGlobe @RichardGrenell https://t.co/fiNY03pYq7"  
[X Link](https://x.com/MarketHeretic/status/1634970561238687744)  2023-03-12T17:32Z [---] followers, [--] engagements


"Last [--] [--] leave turn out the lights. 75% of wealth mgrs still there so not yet If u r a broker at $frc u have responsibility to clients defined by the terms of the broker/advisor/client relationship. BI or Fiduciary Either way staying doesnt seem [--] fit https://www.advisorhub.com/j-p-morgan-advisors-scoops-up-7-mln-first-republic-duo-in-los-angeles/ https://www.advisorhub.com/j-p-morgan-advisors-scoops-up-7-mln-first-republic-duo-in-los-angeles/"  
[X Link](https://x.com/MarketHeretic/status/1651306994593038338)  2023-04-26T19:27Z [---] followers, [---] engagements


"Headed for receivership $frc Enough said https://www.advisorhub.com/more-first-republic-brokers-walk-to-rbc-in-ca-bank-likely-headed-to-receivership-report-says/ https://www.advisorhub.com/more-first-republic-brokers-walk-to-rbc-in-ca-bank-likely-headed-to-receivership-report-says/"  
[X Link](https://x.com/MarketHeretic/status/1652018605326778374)  2023-04-28T18:35Z [---] followers, [---] engagements


"Ok heres the analyst from RBC and the response from Tim which is of course were working on creating value"  
[X Link](https://x.com/MarketHeretic/status/1783959262365917371)  2024-04-26T20:40Z [---] followers, [---] engagements


"Ive noted from $nue & $stld earnings that demand & utilization has been ticking up. JPM analyst noted the same thing and asked why $eaf was seeing so much price weakness given this. Tims response is basically that our competitors are eating our lunch. And the stock goes down"  
[X Link](https://x.com/MarketHeretic/status/1783961066646413809)  2024-04-26T20:47Z [---] followers, [---] engagements


"WTF sold half of my $w wayfair $37.50 calls late today due to the crap action and the stock is bouncing after hours 200% profit on the sales but still"  
[X Link](https://x.com/MarketHeretic/status/1867317563908403705)  2024-12-12T21:16Z [---] followers, [---] engagements


"There are clearly other fundamental reasons but the amount of Warren bashing in regards to Berkshires $oxy investment and $aapl divestment has me building a substantial long $oxy position. The amount of WB trash talk on X is simply remarkable"  
[X Link](https://x.com/MarketHeretic/status/1869230935402852775)  2024-12-18T03:59Z [---] followers, [---] engagements


"@David01583756 @OSA_Rochester They were working on financing last summer at least according to Bloomberg reporting and legal counsel would have prevented them from making open market purchases. The flip side then is that nothing material that hasnt been disclosed is happening now"  
[X Link](https://x.com/MarketHeretic/status/1890190431046234602)  2025-02-14T00:04Z [---] followers, [---] engagements


"@OSA_Rochester The HEG board approval to increase investment intosomething. $eaf"  
[X Link](https://x.com/MarketHeretic/status/1891625696155320572)  2025-02-17T23:08Z [---] followers, [---] engagements


"Desperately seeking a rationale for bitcoin and the resources it demands. Until AI wants the power and the compute. If I recall $riot has already faced that issue. Probably wont be the last. The biggest shift in bitcoin mining isn't about chips or hashrateit's about who's doing the mining. Energy companies are becoming miners and miners are becoming energy companies. Here's why this convergence is inevitable 👇🧵 The biggest shift in bitcoin mining isn't about chips or hashrateit's about who's doing the mining. Energy companies are becoming miners and miners are becoming energy companies."  
[X Link](https://x.com/MarketHeretic/status/1893725878145663085)  2025-02-23T18:13Z [---] followers, [---] engagements


"And $eaf is down Trump said he would impose the new tariff rate from August [--] https://t.co/tMR7aHWm0j Trump said he would impose the new tariff rate from August [--] https://t.co/tMR7aHWm0j"  
[X Link](https://x.com/MarketHeretic/status/1950561213571830062)  2025-07-30T14:16Z [---] followers, [---] engagements


"Tell me you have zero confidence in the future of your company $eaf board without telling me"  
[X Link](https://x.com/MarketHeretic/status/1952751557335744905)  2025-08-05T15:20Z [---] followers, [----] engagements


"$eaf on the list U.S. government is reportedly in discussions to take stake in Intel TechCrunch https://t.co/sLEGvwutGg U.S. government is reportedly in discussions to take stake in Intel TechCrunch https://t.co/sLEGvwutGg"  
[X Link](https://x.com/MarketHeretic/status/1956105435225972787)  2025-08-14T21:27Z [---] followers, [---] engagements


"Somewhat related to $eaf its been disclosed that $brk has taken an $857 million (6.6 million shares) position in Nucor $nue. Nucor is up over 6% in after hours trading"  
[X Link](https://x.com/MarketHeretic/status/1956138780706136153)  2025-08-14T23:40Z [---] followers, [---] engagements


"The $eaf share vote was overwhelmingly in favor of giving the board the option of a reverse split which they rushed to do even though Graftech had already regained compliance with NYSE listing standards. Equity offering on way Perhaps in conjunction with some news on supply chain partnerships And additional outside investment"  
[X Link](https://x.com/MarketHeretic/status/1957545448383860775)  2025-08-18T20:49Z [---] followers, [---] engagements


"Someones been shopping for graphite producers $xom Whos next $eaf. https://www.electrive.com/2025/09/11/exxonmobil-to-offer-synthetic-graphite-for-ev-batteries/ https://www.electrive.com/2025/09/11/exxonmobil-to-offer-synthetic-graphite-for-ev-batteries/"  
[X Link](https://x.com/MarketHeretic/status/1966551605358289196)  2025-09-12T17:16Z [---] followers, [---] engagements


"Steel Dynamics $stld provides strong Q3 [----] revenue and earnings guidance. $eaf"  
[X Link](https://x.com/MarketHeretic/status/1967732892035059792)  2025-09-15T23:30Z [---] followers, [---] engagements


"https://www.prnewswire.com/news-releases/steel-dynamics-provides-third-quarter-2024-earnings-guidance-302249450.html https://www.prnewswire.com/news-releases/steel-dynamics-provides-third-quarter-2024-earnings-guidance-302249450.html"  
[X Link](https://x.com/MarketHeretic/status/1967732896330059940)  2025-09-15T23:30Z [---] followers, [--] engagements


"Nucor $nue reports an expected decline in earnings from Q2 to Q3 though Q3 [----] earnings are still twice what per share earnings were Q3 [----]. $eaf"  
[X Link](https://x.com/MarketHeretic/status/1968443607527883000)  2025-09-17T22:35Z [---] followers, [---] engagements


"Holy . Graphite India now a 6%+ owner $eaf"  
[X Link](https://x.com/MarketHeretic/status/1968799315305926695)  2025-09-18T22:08Z [---] followers, [---] engagements


"Here is a list of 5% plus owners based on most recent filings. Other than 42% of shares held by [--] individuals/entities anything else stand out $eaf"  
[X Link](https://x.com/MarketHeretic/status/1969960320581165261)  2025-09-22T03:01Z [---] followers, [----] engagements


"Interesting tidbit on Graftech $eaf from a @business article on Brookfield $bam private equity business. Thank Brookfield for the extreme leverage they left behind"  
[X Link](https://x.com/MarketHeretic/status/1971992710694469721)  2025-09-27T17:37Z [---] followers, [----] engagements


"Not unusual for the office market just about anywhere these days. The former Arrow Electronics HQ bldg (Dry Creek Road and I-25) sold a couple of yrs ago for pennies on the dollar and was just demolished by the purchasers rather than continue the expense of maintaining the empty property. A pretty new building just not a market fit these days https://twitter.com/i/web/status/1972725449198616639 https://twitter.com/i/web/status/1972725449198616639"  
[X Link](https://x.com/MarketHeretic/status/1972725449198616639)  2025-09-29T18:09Z [---] followers, [---] engagements


"Here is a list of 5% plus owners based on most recent filings. Other than 42% of shares held by [--] individuals/entities anything else stand out $eaf https://t.co/FpEuatcaT5 Here is a list of 5% plus owners based on most recent filings. Other than 42% of shares held by [--] individuals/entities anything else stand out $eaf https://t.co/FpEuatcaT5"  
[X Link](https://x.com/MarketHeretic/status/1976075556505727016)  2025-10-09T00:01Z [---] followers, [---] engagements


"$EAF hits overhead pricing about where one would expect at July highs reversing the damage done by the selling into the impending RS. Closed today outside the top bollinger band. Tomorrow may tell the tale where this goes in the near term. Excluding the shares held by the top five there are only just over [--] million shares available with some of those held by outfits like Yacktman etc with at last count [---] million short (probably stale short data so who knows 🤷) Not a lot of shares really if another larger institutional investor or two were motivated to put meaningful positions on. Any sort"  
[X Link](https://x.com/MarketHeretic/status/1976075826132287906)  2025-10-09T00:02Z [---] followers, [---] engagements


"Felt like there was some selling pressure today from either profit taking or minimization of loses. Traded right up to the bottom of last falls trading range. Will probably take some work and likely positive news specific to $eaf to push through the congestion. Still with the recent China news on graphite I wouldnt want to be caught short coming out of a long weekend with the Trump admin looking to get more involved in this type of business"  
[X Link](https://x.com/MarketHeretic/status/1976444096890946043)  2025-10-10T00:26Z [---] followers, [---] engagements


"Increasing my exposure $wu here. Cant help it. Im a sucker for companies that the rest of the market has thrown away. If there was an ASPCA for stocks Western Union would surely be part of the heart breaking marketing blitz to save these abandoned companies from further abuse Help scared forgotten companies find loving homes"  
[X Link](https://x.com/MarketHeretic/status/1977817065747800400)  2025-10-13T19:21Z [---] followers, [--] engagements


"$eaf Wow. JPMorgan is launching a $1.5 Trillion initiative to boost critical industries in America: It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals products and manufacturing. -Jamie Dimon https://t.co/qz5bJHS4CW Wow. JPMorgan is launching a $1.5 Trillion initiative to boost critical industries in America: It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals products and manufacturing. -Jamie Dimon https://t.co/qz5bJHS4CW"  
[X Link](https://x.com/MarketHeretic/status/1977822196677714358)  2025-10-13T19:42Z [---] followers, [---] engagements


"Could be this is why $nvx is looking for new markets to sell its graphite into. They have an off-take agreement of some sort with Stellaris Novonix $nvx announces the domestic #battery supply chain is going nowhere quickly so weve got to find a new market for our $h1t Novonix $nvx announces the domestic #battery supply chain is going nowhere quickly so weve got to find a new market for our $h1t"  
[X Link](https://x.com/MarketHeretic/status/1978238171847561685)  2025-10-14T23:15Z [---] followers, [---] engagements


"This what happened to $nvx Havent check the filings personally this is just what AI says but if true it equates to better than 80% share dilution. Dont think youre out of the woods either $wwr. They no doubt are continuing to run a back door atm offering. Find out soon enough"  
[X Link](https://x.com/MarketHeretic/status/1978920806651695409)  2025-10-16T20:27Z [---] followers, [----] engagements


"Almost no volume on the $eaf sell off just no real bids to hit and looks like the #graphite pump has moved well into the dump phase. Graftech will have to show some real progress has been made on retuning to profitability this Friday AM to get the stock to move higher and I just hear silence"  
[X Link](https://x.com/MarketHeretic/status/1981058624257728985)  2025-10-22T18:02Z [---] followers, [---] engagements


"Catching a bid in front of earnings $eaf This feels. Different. Well see"  
[X Link](https://x.com/MarketHeretic/status/1981437065536676316)  2025-10-23T19:06Z [---] followers, [---] engagements


"FYI @Verizon my experience with you has devolved from the purely irritating to the totally unacceptable. Im not accustomed to such treatment by businesses I spend thousands of dollars a year at and have done so for multiple decades. Exasperating matters your customer service is BAD. If I can manage to get through the phone and AI to talk to a live rep she is likely to have an Indian accent so thick I can barely communicate if at all. Totally unacceptable particularly since it seems every time I examine my bill it has gone up. Investigating other options now"  
[X Link](https://x.com/MarketHeretic/status/1981512979599511729)  2025-10-24T00:08Z [---] followers, [---] engagements


"No love lost for India from Tim on the call. Massive capacity expansion for sales mostly outside of India. Use of cheap Russian energy. Bet hes not really that thrilled with his shareholder mix either. $eaf"  
[X Link](https://x.com/MarketHeretic/status/1981743011051745384)  2025-10-24T15:22Z [---] followers, [---] engagements


"Sees no big development of US battery supply chain until manufacturers make a commitment to quit buying China product for cars and grid use. Tim not holding back $eaf"  
[X Link](https://x.com/MarketHeretic/status/1981744605323460611)  2025-10-24T15:28Z [---] followers, [---] engagements


"Kind of sensed a little bit of exasperation on the $eaf call from Tim and I dont blame him really. From my perspective theyve dealt with a lot of the mess left behind by Brookfield $bam. Built a solid foundation for the future should pricing ever rebound even a little. I sense they feel like they are not getting rewarded the way they should by the stock price. When you consider the bounce that a sh1t co like $wwr with no real business has seen or $nvx which maybe has a business its tough to blame Tim. But its also his job to sell the possibilities and capabilities of Graftech which I sense he"  
[X Link](https://x.com/MarketHeretic/status/1981791018296234276)  2025-10-24T18:32Z [---] followers, [---] engagements


"Here I thought bitcoin was supposed to be its own system to replace the current regime. But it appears that bitcoin hodlers would like more ways to transform bitcoin into dollars When JP Morgan moves you should notice. they are now signaling the US fiscal situation has reached the point of no return and they'll soon need better collateral Digital Capital https://t.co/t4OpZHVfN9 When JP Morgan moves you should notice. they are now signaling the US fiscal situation has reached the point of no return and they'll soon need better collateral Digital Capital https://t.co/t4OpZHVfN9"  
[X Link](https://x.com/MarketHeretic/status/1982145869295022590)  2025-10-25T18:02Z [---] followers, [--] engagements


"@moniquebmul @ProfitMakerJoe1 @stockplaymaker1 Monique $wwr is a sh1t co. No revenue. No product. The only US firm producing graphite at scale right now is Graftech $eaf"  
[X Link](https://x.com/MarketHeretic/status/1983026697172856967)  2025-10-28T04:23Z [---] followers, [---] engagements


"Loving the price action here $wu Building a stable coin and owns off ramps around the world. Earnings beat with a massive dividend yield and potential price appreciation ahead. Increasing my exposure $wu here. Cant help it. Im a sucker for companies that the rest of the market has thrown away. If there was an ASPCA for stocks Western Union would surely be part of the heart breaking marketing blitz to save these abandoned companies from further Increasing my exposure $wu here. Cant help it. Im a sucker for companies that the rest of the market has thrown away. If there was an ASPCA for stocks"  
[X Link](https://x.com/MarketHeretic/status/1983244466501890229)  2025-10-28T18:48Z [---] followers, [---] engagements


"Selling shares at a faster pace than theyll ever sell graphite. The PR that needs to be issued: $wwr thanks China and @realDonaldTrump for creating the environment perfect for our latest pump and dump. BK was on the horizon but recent events bailed us out and now well be able to collect paychecks for the next couple years at least and for sure enjoy the upcoming holiday season"  
[X Link](https://x.com/MarketHeretic/status/1983263964311273687)  2025-10-28T20:05Z [---] followers, [--] engagements


"@mrosazza Cheyenne just a few miles north a higher elevation has a much more hostile climate. There is a reason why Denver grew to be Denver and not on the main freeway and rail lines traversing the middle of the country"  
[X Link](https://x.com/MarketHeretic/status/1983346839660441788)  2025-10-29T01:35Z [---] followers, [---] engagements


"@mrosazza Then go move to Cheyenne and quit posting this slop for clicks. Muted"  
[X Link](https://x.com/MarketHeretic/status/1983353575666549244)  2025-10-29T02:01Z [---] followers, [--] engagements


"Kissing Chinas ass and blowing off Canada is freaking backwards @realDonaldTrump Lets minimize ALL business with China. I thought that was what was supposedly going to happen under your administration. WTF happened (Sold out to donors like Musk etc. thats what happened)"  
[X Link](https://x.com/MarketHeretic/status/1983520256854577195)  2025-10-29T13:04Z [---] followers, [--] engagements


"https://www.bloomberg.com/news/articles/2025-10-29/trump-expects-to-lower-china-s-fentanyl-tariff-in-xi-deal https://www.bloomberg.com/news/articles/2025-10-29/trump-expects-to-lower-china-s-fentanyl-tariff-in-xi-deal"  
[X Link](https://x.com/MarketHeretic/status/1983520259677254082)  2025-10-29T13:04Z [---] followers, [--] engagements


"Onset Financial based in Draper Utah turns out to be First Brands largest creditor. Not a surprise really as Utah is well known as the fraud capital of the United States. (Not that Onset is guilty of any fraud here - they were probably too trusting) A quick perusal of leadership bios has a CEO/founder who graduated from Weber State a CFO who graduated from BYU a general counsel who doesnt identify where he went to school in his bio and some other leadership with education from places like University of Phoenix. I didnt look at all the bios so this is not exhaustive but appears most of the"  
[X Link](https://x.com/MarketHeretic/status/1984074789028564994)  2025-10-31T01:47Z [---] followers, [---] engagements


"@Sarah_kally1 Marriott Fairfield Lakewood Colorado"  
[X Link](https://x.com/MarketHeretic/status/1984264525458395386)  2025-10-31T14:21Z [---] followers, 27.8K engagements


"Probably just end of the week/month short covering. It would have been very profitable to put on short positions last Friday post ER. But I dont recall ever seeing an intra-day chart for $eaf look quite this pretty. Even on up days theres been a lot of back and forth action and dont know what this is but this is not that"  
[X Link](https://x.com/MarketHeretic/status/1984762439012171956)  2025-11-01T23:20Z [---] followers, [---] engagements


"@ballsmeep If you ever listen to some past $clf earnings calls the subject of Stellantis often comes up and usually not in a positive light. (CLF sells steel into the auto manufacturing market) One of the reasons these stellantis off-take agreements did not impress"  
[X Link](https://x.com/MarketHeretic/status/1986968368507969649)  2025-11-08T01:25Z [---] followers, [--] engagements


"Colorado State and Denver governments have already told Trump that they will disregard Federal law and have done so thus far with ZERO consequences to those politicians. I havent seen anything yet to suggest that will change. Major disappointed in the @realDonaldTrump administration so far. This is one of the best explanations of what is going in America right now why @ZohranKMamdani won in NYC and what the risks are for our country and the world. @elonmusk is the spokesperson. He is brilliant incredibly articulate and spot on. What makes this video even This is one of the best explanations"  
[X Link](https://x.com/MarketHeretic/status/1987594287987806323)  2025-11-09T18:53Z [---] followers, [--] engagements


"Another circular deal in AI land. $nvda and $msft to invest in Anthropic who agrees to spend $$$ on Microsoft cloud services"  
[X Link](https://x.com/MarketHeretic/status/1990967130591023563)  2025-11-19T02:15Z [---] followers, [---] engagements


"Wainwright going all JT Marlin on $wwr"  
[X Link](https://x.com/MarketHeretic/status/1995971995314651391)  2025-12-02T21:43Z [---] followers, [---] engagements


"And then what $200 billion wont take long will help pay off some MBS the Fed is still holding and then mortgage rates are back to being set by the market again. Trump is launching his own QE Buying MBS via Fannie and Freddie You are not bullish enough. https://t.co/xfnaPWk12q Trump is launching his own QE Buying MBS via Fannie and Freddie You are not bullish enough. https://t.co/xfnaPWk12q"  
[X Link](https://x.com/MarketHeretic/status/2009431573226295765)  2026-01-09T01:06Z [---] followers, [--] engagements


"A long overdue economic contraction will help reorder the housing market from the lock in effect of sub [--] [--] and 5% mortgages. The flip side would be income growth that makes the payment increase trivial. What will it be MORTGAGES ABOVE 6% NOW MORE COMMON THAN ULTRA-LOW RATES For the first time mortgages above 6% (21.2%) outnumber those below 3% (20%) Realtor reports. Rates have stayed above 6% since Sept [----] though most homeowners (51.5%) still have rates 4% and 69% 5%. High rates help MORTGAGES ABOVE 6% NOW MORE COMMON THAN ULTRA-LOW RATES For the first time mortgages above 6% (21.2%)"  
[X Link](https://x.com/MarketHeretic/status/2011461171417600370)  2026-01-14T15:31Z [---] followers, [--] engagements


"Just about everything listed here the WEF crowd would find offensive no doubt. 🔥 TRUMP: In [--] months we have removed 270K+ bureaucrats from the payroll cut federal spending by $100B slashed the federal budget deficit by 27% cut [---] regulations for every ONE new regulation approved passed the largest tax cuts in history and so much more. https://t.co/eyfu6r3hoM 🔥 TRUMP: In [--] months we have removed 270K+ bureaucrats from the payroll cut federal spending by $100B slashed the federal budget deficit by 27% cut [---] regulations for every ONE new regulation approved passed the largest tax cuts in"  
[X Link](https://x.com/MarketHeretic/status/2014004353602830491)  2026-01-21T15:57Z [---] followers, [--] engagements


"#Fed #balancesheet grows by $2.2 billion week ending Mar [--] [----] Max size $4.516T Last week $3.969T This week $3.972T Due to negligible small increase in #qe and $2B increase in other assets. Anticipating ZERO additional #qt of treasuries this week plus if any #mbs"  
[X Link](https://x.com/MarketHeretic/status/1106300353362812928)  2019-03-14T21:05Z [---] followers, [--] engagements


"As someone who lived in Chicago for [--] years getting kind of interested in what is going on with Portillos $ptlo"  
[X Link](https://x.com/MarketHeretic/status/1983528090128286031)  2025-10-29T13:35Z [---] followers, [----] engagements


"A pretty substantial hint as to what was coming. $nvx Could be this is why $nvx is looking for new markets to sell its graphite into. They have an off-take agreement of some sort with Stellaris https://t.co/xDf5aaw7rG Could be this is why $nvx is looking for new markets to sell its graphite into. They have an off-take agreement of some sort with Stellaris https://t.co/xDf5aaw7rG"  
[X Link](https://x.com/MarketHeretic/status/1985506553638896018)  2025-11-04T00:37Z [---] followers, [----] engagements


"The trend continues. Bad news for yall. $wwr $nvx $11.4 billion battery project between Ford and SK ending as EV push slows CAFE rules eased $11.4 billion battery project between Ford and SK ending as EV push slows CAFE rules eased"  
[X Link](https://x.com/MarketHeretic/status/1999307181414580686)  2025-12-12T02:35Z [---] followers, [---] engagements

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