#  @PepRoy10 Kuljit Kuljit posts on X about $asts, $tpzto, $touto, $toiv the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::253654892/interactions)  - [--] Week [-------] +783% - [--] Month [---------] +52,548% - [--] Months [---------] +25,247% - [--] Year [---------] +10,163% ### Mentions: [--] [#](/creator/twitter::253654892/posts_active)  - [--] Week [--] -54% - [--] Month [--] +43% - [--] Months [--] +286% - [--] Year [--] +458% ### Followers: [---] [#](/creator/twitter::253654892/followers)  - [--] Week [---] +1.40% - [--] Month [---] +2.80% - [--] Months [---] +6.90% - [--] Year [---] +14% ### CreatorRank: [---------] [#](/creator/twitter::253654892/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [automotive brands](/list/automotive-brands) [gaming](/list/gaming) **Social topic influence** [$asts](/topic/$asts) #109, [$tpzto](/topic/$tpzto) #1, [$touto](/topic/$touto) #6, [$toiv](/topic/$toiv), [$csuto](/topic/$csuto), [ai](/topic/ai), [asts](/topic/asts), [$lmnv](/topic/$lmnv), [$ngexto](/topic/$ngexto), [$ftai](/topic/$ftai) **Top accounts mentioned or mentioned by** [@astspacemobile](/creator/undefined) [@cognetivity](/creator/undefined) [@adamlundin5](/creator/undefined) [@bubleqe](/creator/undefined) [@lunrroyalties](/creator/undefined) [@tourmalineoil](/creator/undefined) [@deepsailcapital](/creator/undefined) [@blueorigin](/creator/undefined) [@bechtel](/creator/undefined) [@libertystreamip](/creator/undefined) [@spacanpanman](/creator/undefined) [@assettraveller](/creator/undefined) [@jamieheard5](/creator/undefined) [@nextdecadelng](/creator/undefined) [@muddysmoney](/creator/undefined) [@cognetivitys](/creator/undefined) [@ccmbrett](/creator/undefined) [@americantowerus](/creator/undefined) [@abelavellan](/creator/undefined) [@kyleadamsstocks](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [CYGNUS (CGN)](/topic/$cgn) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Golar LNG Ltd (GLNG)](/topic/$glng) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [MercadoLibre Inc (MELI)](/topic/$meli) [Greenwich LifeSciences, Inc. (GLSI)](/topic/$glsi) [Atkore Inc. (ATKR)](/topic/$atkr) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "@Cognetivity $CGN.c $CGN $CGNSF $CGN Cognetivity Neurosciences' technology is '5-10 times faster and cheaper than existing solutions' https://t.co/cR0BVATpYV @Cognetivity $1UB $CGNSF #CGN #1UB #CGNSF $CGN Cognetivity Neurosciences' technology is '5-10 times faster and cheaper than existing solutions' https://t.co/cR0BVATpYV @Cognetivity $1UB $CGNSF #CGN #1UB #CGNSF" [X Link](https://x.com/PepRoy10/status/1386752122235101188) 2021-04-26T18:40Z [---] followers, [--] engagements "@MuddysMoney @Cognetivity putting many pieces of puzzle in place. Expecting some good progress in near term about more clients for OptiMind ramp-up in ICA adoption in US (before eventual FDA approval) and strategic partners from Pharma/Clinical trials finding good use of ICA. $CGN $CGNSF" [X Link](https://x.com/PepRoy10/status/1392158601213530115) 2021-05-11T16:44Z [---] followers, [--] engagements "$CGN $CGNSF $CGN.c" [X Link](https://x.com/PepRoy10/status/1394286869618253826) 2021-05-17T13:41Z [---] followers, [--] engagements "$CGN $CGN.c $CGNSF Can #AI help identify people at risk of developing #Alzheimers https://t.co/6t60VhCSkm NHS trialling AI tool from @Cognetivity designed to diagnose mild cognitive impairment that measures the speed of information processing and great video https://t.co/aQKyW8Ezvp Can #AI help identify people at risk of developing #Alzheimers https://t.co/6t60VhCSkm NHS trialling AI tool from @Cognetivity designed to diagnose mild cognitive impairment that measures the speed of information processing and great video https://t.co/aQKyW8Ezvp" [X Link](https://x.com/PepRoy10/status/1407830651055792134) 2021-06-23T22:39Z [---] followers, [--] engagements "$CGN $CGNSF https://ca.finance.yahoo.com/news/cognetivity-neurosciences-launches-middle-east-130000855.html https://ca.finance.yahoo.com/news/cognetivity-neurosciences-launches-middle-east-130000855.html" [X Link](https://x.com/PepRoy10/status/1409867285033066497) 2021-06-29T13:32Z [---] followers, [--] engagements "$CGN $CGNSF @Cognetivity The NHS is trialling an AI-assisted tool from UK company Cognetivity that has been designed to diagnose mild cognitive impairment - a condition widely believed to be a precursor to the disease. $CGN.c $CGNSF https://t.co/WbRrpONVmz The NHS is trialling an AI-assisted tool from UK company Cognetivity that has been designed to diagnose mild cognitive impairment - a condition widely believed to be a precursor to the disease. $CGN.c $CGNSF https://t.co/WbRrpONVmz" [X Link](https://x.com/PepRoy10/status/1426911088818409476) 2021-08-15T14:18Z [---] followers, [--] engagements "@Cognetivity $CGNSF $CGN π Were over the moon that our partner @Cognetivitys incredible work continues to receive recognition with the team last night scooping the big win for Best Use of AI and Automation Tools. Congratulations #HTNAwards Were over the moon that our partner @Cognetivitys incredible work continues to receive recognition with the team last night scooping the big win for Best Use of AI and Automation Tools. Congratulations #HTNAwards" [X Link](https://x.com/PepRoy10/status/1446580666523660290) 2021-10-08T20:58Z [---] followers, [--] engagements "Its frustrating to have all these stocks in watchlist and still not buying any of them before their run-up. $ATKR $TVK.TO $CREX $SOWG $ALAR $DRX.TO $SLYG Mistakes of omission π€·β Which ones can give a good entry point again" [X Link](https://x.com/PepRoy10/status/1801987964588654898) 2024-06-15T14:39Z [---] followers, [----] engagements "$ASTS wow what a day Would be amazing to continue holding while @AST_SpaceMobile - builds full constellation - reach 200M + subscribers - multiple Govt emergency departments under contract throughout world - multiple military uses cases generating cash flow" [X Link](https://x.com/PepRoy10/status/1824143773636481389) 2024-08-15T17:59Z [---] followers, [---] engagements "$ASTS lot of these takes assume SpaceX is the underdog with better technology here kind of how Tesla was 10+ yrs back. But the reality is @AST_SpaceMobile is the actual underdog with better technology in D2C. Successful launch next month would force people to dig deep It's kinda amusing that SpaceX revealed its plans to put up thousands of comm sats years ago and then the DoD and rivals end up shocked and scrambling way after the fact because SpaceX actually did what it said it would do and these orgs aren't accustomed to that It's kinda amusing that SpaceX revealed its plans to put up" [X Link](https://x.com/PepRoy10/status/1824618058721173853) 2024-08-17T01:23Z [---] followers, [----] engagements "@CCM_Brett This is an interesting short video from a group thats holding @AmericanTowerUS from 20+ years. They have built a large position in @AST_SpaceMobile as well and rightly so. Google/Verizon/AT&T/AmericanTower are strategic shareholders of $ASTS as well https://www.youtube.com/watchv=gGCcrAn37_w https://www.youtube.com/watchv=gGCcrAn37_w" [X Link](https://x.com/PepRoy10/status/1827160376284209299) 2024-08-24T01:45Z [---] followers, [---] engagements "$ASTS Most importantly focus is on execution @AbelAvellan https://podcasts.apple.com/ca/podcast/manifest-space-with-morgan-brennan/id1680523433i=1000669753569 https://podcasts.apple.com/ca/podcast/manifest-space-with-morgan-brennan/id1680523433i=1000669753569" [X Link](https://x.com/PepRoy10/status/1835854221448446395) 2024-09-17T01:32Z [---] followers, [---] engagements "$VLT.v First mover advantage lowest cost DLE solution with great execution over last few months. Would be great to see progress on - Offtake agreements - Grants for their side of capex share - Disclosure on strategic partner and addition of more partners Volt Lithium announces that the Company has commenced U.S. field operations in the Permian Basin inTexas achieving the significant milestone of first lithium production. $VLT $VLTLF #Lithium #Production #DLE #FieldOperations https://t.co/mqiIvPGH9b https://t.co/3Xts7dQmst Volt Lithium announces that the Company has commenced U.S. field" [X Link](https://x.com/PepRoy10/status/1839688605079404727) 2024-09-27T15:28Z [---] followers, [---] engagements "$ASTS one of the many such govt contracts to come @AST_SpaceMobile AST SpaceMobile Secures Initial Contract with Space Development Agency (SDA) as a Prime Contractor to the United States Government https://t.co/NZ4lJJpVkD AST SpaceMobile Secures Initial Contract with Space Development Agency (SDA) as a Prime Contractor to the United States Government https://t.co/NZ4lJJpVkD" [X Link](https://x.com/PepRoy10/status/1849209281419104614) 2024-10-23T22:00Z [---] followers, [----] engagements "@KyleAdamsStocks $ASTS @AST_SpaceMobile for [----] & 2026" [X Link](https://x.com/PepRoy10/status/1872082175203692601) 2024-12-26T00:49Z [---] followers, [---] engagements "@Gantosj $VLT.v $VLTLF Disclosing strategic partner + signing Off-take agreements should put this on radar soon" [X Link](https://x.com/PepRoy10/status/1880373319264026724) 2025-01-17T21:55Z [---] followers, [---] engagements "$ASTS Revisiting this after almost a year. It was good decision to increase position then when market was still ignoring good news from @AST_SpaceMobile . Similarly used todays market reaction to increase position by 10%. I think company has cleared the funding overhang now $ASTS between Google and @ATT investment and now contract for US Govt I think @AST_SpaceMobile has much better chances of success than what Mr Market seem to have priced it to. $ASTS between Google and @ATT investment and now contract for US Govt I think @AST_SpaceMobile has much better chances of success than what Mr" [X Link](https://x.com/PepRoy10/status/1882515007617081502) 2025-01-23T19:45Z [---] followers, [----] engagements "$CNQ.TO $CNQ whats not to like Great management decent growth prospects specially if Canada gets rid of Liberals 5%+ Div yield dividend growth share buybacks long term reserves. Seems like a decent long term hold in portfolio" [X Link](https://x.com/PepRoy10/status/1884712533480624556) 2025-01-29T21:17Z [---] followers, [---] engagements "$TPZ.TO Topaz Energy seems like a great Royalty play into Natural Gas/Energy Infrastructure and a unique way to participate in the sector growth. Nice dividend yield and decent growth prospects. Initiated a long position. Today's adds: β $TPZ.TO / Topaz Energy. "The Oak Tree sleeps in the Acorn". π³ #Investing #Dividends #Royalty #EnergyInfrastructure https://t.co/iYVMAcNgK7 Today's adds: β $TPZ.TO / Topaz Energy. "The Oak Tree sleeps in the Acorn". π³ #Investing #Dividends #Royalty #EnergyInfrastructure https://t.co/iYVMAcNgK7" [X Link](https://x.com/PepRoy10/status/1888978985645679089) 2025-02-10T15:51Z [---] followers, [---] engagements "$TPZ.TO Added to existing position in Topaz. Dividend yield of 5.6% seems irresistible considering company would continue growing at decent rate" [X Link](https://x.com/PepRoy10/status/1897743859200745681) 2025-03-06T20:19Z [---] followers, [--] engagements "Looks like last couple months was a good opportunity to get exposure to Canada Energy sector with sentiments relatively improved now. Was able to build almost equal current weightage across $SCR.TO $CNQ.TO $TPZ.TO Decent Valuations + Growth + Dividend + Dividend Growth" [X Link](https://x.com/PepRoy10/status/1904897346556526930) 2025-03-26T14:04Z [---] followers, [---] engagements "@JimChuong $ASTS @AST_SpaceMobile $CSU $LMN.v $TOI.v $SCR.TO $CLPT" [X Link](https://x.com/PepRoy10/status/1908710927639212517) 2025-04-06T02:38Z [---] followers, [---] engagements "Surely not a bad few days for deploying some funds $FFH.TO - New position $TOI.v - New position $CSU.TO - Add $TPZ.TO - Add $CNQ.TO - Add $ASTS - Add JAN [----] Leaps" [X Link](https://x.com/PepRoy10/status/1909385485749043524) 2025-04-07T23:19Z [---] followers, [---] engagements "First time position in @TourmalineOil $TOU.TO below $60 β " [X Link](https://x.com/PepRoy10/status/1910050647937888267) 2025-04-09T19:22Z [---] followers, [---] engagements "Great discussion from early [----] with @chriswmayer about $CSU.TO $LMN.V & $TOI.V πΊWatch the full episode here: https://t.co/ngBYnpWhNs πΊWatch the full episode here: https://t.co/ngBYnpWhNs" [X Link](https://x.com/PepRoy10/status/1911398792735186995) 2025-04-13T12:39Z [---] followers, [---] engagements "$CSU.TO $TOI.V $LMN.V hitting ATH on same day π" [X Link](https://x.com/PepRoy10/status/1920484446039314790) 2025-05-08T14:22Z [---] followers, [---] engagements "Thats where @AST_SpaceMobile $ASTS with its vastly superior D2D technology and business model comes into play. If you are a military or government anywhere in the world. .how can you trust ANY critical infrastructure with a company that will just "turn you off" anytime its leadership team gets upset at you First Ukraine and now the US. @SpaceX is 100% unreliable as a partner. https://t.co/wYxIcqXHhe If you are a military or government anywhere in the world. .how can you trust ANY critical infrastructure with a company that will just "turn you off" anytime its leadership team gets upset at you" [X Link](https://x.com/PepRoy10/status/1930737739835543915) 2025-06-05T21:25Z [---] followers, [---] engagements "First time getting some exposure to AI/Chips/DataCenter Infra themes and initiated two new long term positions recently: $MRVL $IREN A lot to learn" [X Link](https://x.com/PepRoy10/status/1938258268712808493) 2025-06-26T15:29Z [---] followers, [---] engagements "@saxena_puru have you looked at $ASTS as well Its close to fast ramp up of satellite launches and a series of catalysts stacked up in near/medium term" [X Link](https://x.com/PepRoy10/status/1938314791338078541) 2025-06-26T19:13Z [---] followers, [---] engagements "Increased position in $IREN ORACLE AND OPENAI HAVE STRUCK A MAJOR AGREEMENT TO EXPAND "STARGATE" AI INFRASTRUCTURE ACROSS MULTIPLE U.S. STATES WITH OPENAI AIMING TO SECURE [---] GIGAWATTS OF POWER FROM ORACLE-OPERATED DATA CENTERS. ORACLE AND OPENAI HAVE STRUCK A MAJOR AGREEMENT TO EXPAND "STARGATE" AI INFRASTRUCTURE ACROSS MULTIPLE U.S. STATES WITH OPENAI AIMING TO SECURE [---] GIGAWATTS OF POWER FROM ORACLE-OPERATED DATA CENTERS" [X Link](https://x.com/PepRoy10/status/1940492760303521986) 2025-07-02T19:28Z [---] followers, [---] engagements "$CIFR showing nice strength" [X Link](https://x.com/PepRoy10/status/1942990964466893061) 2025-07-09T16:55Z [---] followers, [--] engagements "$IREN π¨ NEW: Nvidia CEO Jensen Huang on Energy: "We can't create new industries without energy. You can't reshore manufacturing without energy. You can't sustain a brand new industry like AI without energy. If we want to produce things something as vital as AI we need energy." https://t.co/F6z6rklopb π¨ NEW: Nvidia CEO Jensen Huang on Energy: "We can't create new industries without energy. You can't reshore manufacturing without energy. You can't sustain a brand new industry like AI without energy. If we want to produce things something as vital as AI we need energy." https://t.co/F6z6rklopb" [X Link](https://x.com/PepRoy10/status/1948206282554368123) 2025-07-24T02:19Z [---] followers, [---] engagements "$IREN $CIFR look set to get a decent share of pie from AI Infra/Data Center deals. Portfolio exposure through JAN [----] Leaps in both. Taiwan Semi Taiwan Semi" [X Link](https://x.com/PepRoy10/status/1960836160189817295) 2025-08-27T22:45Z [---] followers, [---] engagements "$IREN having great day after earnings. $CIFR each passing day is one day closer to the deal. Multi year growth runway from Data Center + AI Infra sector tailwinds $IREN $CIFR look set to get a decent share of pie from AI Infra/Data Center deals. Portfolio exposure through JAN [----] Leaps in both. $IREN $CIFR look set to get a decent share of pie from AI Infra/Data Center deals. Portfolio exposure through JAN [----] Leaps in both" [X Link](https://x.com/PepRoy10/status/1961478608456692212) 2025-08-29T17:18Z [---] followers, [---] engagements "$NEXT making important progress π #RGLNG Train [--] Positive FID Achieved We are proud to announce a positive final investment decision on Train [--] @RioGrandeLNG along with issuing full notice to proceed to @Bechtel. $NEXT Read more in our recent press release: https://t.co/TW9hWMB0UJ #RioGrandeLNG https://t.co/Vao070jYON π #RGLNG Train [--] Positive FID Achieved We are proud to announce a positive final investment decision on Train [--] @RioGrandeLNG along with issuing full notice to proceed to @Bechtel. $NEXT Read more in our recent press release: https://t.co/TW9hWMB0UJ #RioGrandeLNG" [X Link](https://x.com/PepRoy10/status/1965525793628708930) 2025-09-09T21:20Z [---] followers, [---] engagements "Trimmed $SCR.TO to book gains and added to positions in compounders $CSU.TO $TOI.V & $FFH.TO $SCR.TO seems like a very compelling setup for exposure to Canadian Oil sector after ongoing weakness from tariff threats. Initiated a long term position. https://t.co/UEDJukQCSK https://t.co/3ul8yAIcf7 $SCR.TO seems like a very compelling setup for exposure to Canadian Oil sector after ongoing weakness from tariff threats. Initiated a long term position. https://t.co/UEDJukQCSK https://t.co/3ul8yAIcf7" [X Link](https://x.com/PepRoy10/status/1968040660176715848) 2025-09-16T19:53Z [---] followers, [----] engagements "$ASTS & $CLPT π»to an amazing day shareholders Many years of growth ahead. $ASTS : Toll Road to Satellite based broadband for MNO customers throughout the world $CLPT: Toll Road to solving rare brain diseases" [X Link](https://x.com/PepRoy10/status/1973856089990111733) 2025-10-02T21:02Z [---] followers, [---] engagements "$CLPT @ClearPointNeuro $ASTS: π₯ [--] West Advisors [----] Q3 Investor Letter featuring AST SpaceMobile Cloudflare ClearPoint Neuro and Nintendo. CIO Toan Tran's section on AST SpaceMobile is an absolute banger with some great non-comms use case nuggets Also be sure to read the closing Money Ball https://t.co/QrVvJytOCg $ASTS: π₯ [--] West Advisors [----] Q3 Investor Letter featuring AST SpaceMobile Cloudflare ClearPoint Neuro and Nintendo. CIO Toan Tran's section on AST SpaceMobile is an absolute banger with some great non-comms use case nuggets Also be sure to read the closing Money Ball" [X Link](https://x.com/PepRoy10/status/1975754285527773591) 2025-10-08T02:45Z [---] followers, [----] engagements "$ASTS This is amazing & can be so true There are many Bluebirds to be built launched and successfully operated before we get there but squint hard enough and you can see that ASTs end state may very well be as one of the greatest businesses in the history of capitalism. 2/ $ASTS: Here's the AST SpaceMobile section lifted from [--] West Advisor's Q3 letter: AST SpaceMobile Photons experience neither time nor distance2. A photon is emitted from the sun and absorbed by your eye in the same moment. How cool is that Photons are also the fundamental https://t.co/1N3yNUbmYc 2/ $ASTS: Here's the AST" [X Link](https://x.com/PepRoy10/status/1975756484089635281) 2025-10-08T02:53Z [---] followers, [----] engagements "@ASTS_SpaceMob - FirstNet -GoldenDome - Apple/Amazon - SouthAmerican MNOs - Saudi Arabia MNOs" [X Link](https://x.com/PepRoy10/status/1976366036304920802) 2025-10-09T19:15Z [---] followers, [---] engagements "$CIFR what an amazing run $IREN having great day after earnings. $CIFR each passing day is one day closer to the deal. Multi year growth runway from Data Center + AI Infra sector tailwinds https://t.co/BHpEJUzSFC $IREN having great day after earnings. $CIFR each passing day is one day closer to the deal. Multi year growth runway from Data Center + AI Infra sector tailwinds https://t.co/BHpEJUzSFC" [X Link](https://x.com/PepRoy10/status/1976647242283884860) 2025-10-10T13:53Z [---] followers, [---] engagements "$FFH.TO continuing to build up position as a core long term holding. $TOI.V added more today" [X Link](https://x.com/PepRoy10/status/1953457051729850702) 2025-08-07T14:03Z [---] followers, [---] engagements "$TOU.TO I have been accumulating @TourmalineOil as a core long term position over last week. Somewhere in following data points lies a compelling value for long term hold for both capital appreciation and dividend growth from current levels" [X Link](https://x.com/PepRoy10/status/1960880635603451946) 2025-08-28T01:42Z [---] followers, [---] engagements "$TOI.V $CSU.TO TSS open Letter to Shareholders of Asseco Poland $CSU.TO $ACP.WA https://t.co/TVq2nUh6CR TSS open Letter to Shareholders of Asseco Poland $CSU.TO $ACP.WA https://t.co/TVq2nUh6CR" [X Link](https://x.com/PepRoy10/status/1973853593758552253) 2025-10-02T20:52Z [---] followers, [---] engagements "Initiated two new positions : $NGEX.TO upcoming LunR Royalty Co spinoff could be a decent opportunity alongside Lunahuasi deposits exposure and future value creation optionalities $FTAI still looks cheap looking at [----] and [----] growth expectations" [X Link](https://x.com/PepRoy10/status/1978099107387277437) 2025-10-14T14:02Z [---] followers, [---] engagements "$NGEX.TO $NGEX https://ceo.ca/@newswire/ngex-announces-proposed-effective-date-of-spin-out https://ceo.ca/@newswire/ngex-announces-proposed-effective-date-of-spin-out" [X Link](https://x.com/PepRoy10/status/1978792258129351000) 2025-10-16T11:56Z [---] followers, [---] engagements "$NEXT keeps executing on milestones. Requires a lot of patience for next few years but reward can match the patience eventually πPositive FID for Train [--] RGLNG We're proud to announce a positive FID on Train [--] @RioGrandeLNGThis announcement includes full notice to proceed to@Bechtel for construction. Read more in our press release: https://t.co/Q4UtfNhCO1 #RioGrandeLNG https://t.co/xphiGlsolX πPositive FID for Train [--] RGLNG We're proud to announce a positive FID on Train [--] @RioGrandeLNGThis announcement includes full notice to proceed to@Bechtel for construction. Read more in our press" [X Link](https://x.com/PepRoy10/status/1978929959507783893) 2025-10-16T21:04Z [---] followers, [---] engagements "Added to both $TOU.TO and $TPZ.TO positions last few days Added to following positions after a tiny slice of first time trim from $ASTS profits : β $TPZ.TO β $LMN.V β $MELI β $NEXT β $CNQ Next in line: A lot more $TOU.TO Added to following positions after a tiny slice of first time trim from $ASTS profits : β $TPZ.TO β $LMN.V β $MELI β $NEXT β $CNQ Next in line: A lot more $TOU.TO" [X Link](https://x.com/PepRoy10/status/1980286214449369093) 2025-10-20T14:53Z [---] followers, [---] engagements "$VLTLF $LIB.v pitch Here is Jared Fehr Analyst at Pathfinder Asset Management pitching $LIB.V https://t.co/4B6wWkMZbT Here is Jared Fehr Analyst at Pathfinder Asset Management pitching $LIB.V https://t.co/4B6wWkMZbT" [X Link](https://x.com/PepRoy10/status/1980700586006745441) 2025-10-21T18:19Z [---] followers, [---] engagements "$LIB.V $VLTLF https://pro.ceo.ca/@businesswire/libertystream-announces-texas-refining-progress-wins https://pro.ceo.ca/@businesswire/libertystream-announces-texas-refining-progress-wins" [X Link](https://x.com/PepRoy10/status/1981320154811420776) 2025-10-23T11:21Z [---] followers, [---] engagements "For all the new investors in $PNG.V $KRKNF you may also want to study another canadian company $VLTLF $LIB.V with a very cost efficient DLE tech that has made significant progress over last [--] months & on cusp of signing off-take agreements. Following is a great summary: To understand the massive undervaluation of $VLTLF $LIB.v read through this thread. Valuation upside Truly remarkable. At a C$55M market cap (now C$90M) $LIB.v is significantly undervalued. Scaling to 2M bpd could generate C$289M in annual cash flow potentially driving To understand the massive undervaluation of $VLTLF $LIB.v" [X Link](https://x.com/PepRoy10/status/1981360758433669181) 2025-10-23T14:03Z [---] followers, [----] engagements "$NGEX.TO $NGEX β BREAKING: Argentina president Milei's party set to win the country's mid-term election https://t.co/6PNGiWVy3A BREAKING: Argentina president Milei's party set to win the country's mid-term election https://t.co/6PNGiWVy3A" [X Link](https://x.com/PepRoy10/status/1982604767890444651) 2025-10-27T00:26Z [---] followers, [---] engagements "$ASTS successfully performs IoT device testing with $BEW.V $BEW Endless possibilities https://www.newsfilecorp.com/release/272090/BeWhere-Holdings-Inc.-Successfully-Connects-IoT-Device-on-AST-SpaceMobiles-DirecttoDevice-Satellite-Network https://www.newsfilecorp.com/release/272090/BeWhere-Holdings-Inc.-Successfully-Connects-IoT-Device-on-AST-SpaceMobiles-DirecttoDevice-Satellite-Network" [X Link](https://x.com/PepRoy10/status/1983153585446891871) 2025-10-28T12:47Z [---] followers, [---] engagements "$TPZ.TO $TPZ good illustration by @BubleQe for slow & steady value creation by Topaz. Using this illustrative slide (aligns with my model figures). Projected div yield on cost using 70% payout (standard payout %) & today's closing price. 1$65/$3 = $3.50/sh x .7 = 10% 2$75/$4 = $4.20/sh x .7 = 12% Note: I'm in the [----] $75/$4+ camp with marketing & hedgingβ https://t.co/7ceyYNhNYv Using this illustrative slide (aligns with my model figures). Projected div yield on cost using 70% payout (standard payout %) & today's closing price. 1$65/$3 = $3.50/sh x .7 = 10% 2$75/$4 = $4.20/sh x .7 = 12%" [X Link](https://x.com/PepRoy10/status/1985492549658628221) 2025-11-03T23:41Z [---] followers, [---] engagements "$FTAI FTAI Aviation COO buys $1mm+ of shares FTAI Aviation COO buys $1mm+ of shares" [X Link](https://x.com/PepRoy10/status/1989099971455725990) 2025-11-13T22:36Z [---] followers, [---] engagements "Added to the exiting position in $LMN.V seems like it should find its feet here after such a fall from alongside CSU TOI β Initiated a new long term position in $GLNG Mr Market certainly seems to be sleeping on this a bit. #LNG" [X Link](https://x.com/PepRoy10/status/1990845428963631210) 2025-11-18T18:11Z [---] followers, [---] engagements "There is good discussion around $TPZ.TO $TPZ as well from around 54th min in the episode Buy Tourmaline wake up rich says David Szybunka of Canoe Financial $TOU.to Watch the full episode: https://t.co/sjiQ0vqCRw https://t.co/EasXIlgBcy Buy Tourmaline wake up rich says David Szybunka of Canoe Financial $TOU.to Watch the full episode: https://t.co/sjiQ0vqCRw https://t.co/EasXIlgBcy" [X Link](https://x.com/PepRoy10/status/1991167055782162906) 2025-11-19T15:29Z [---] followers, [---] engagements "$LIB.V $VLTLF a very important milestone achieved today on the path to commercialization. For those who may have missed it or haven't digest it yet. This $VLTLF $LIB.v news is a highly significant development for the U.S. #CriticalMineral supply chain Heres a real-life photo of the refining unit in #Texas. https://t.co/fKOuVLRTUA For those who may have missed it or haven't digest it yet. This $VLTLF $LIB.v news is a highly significant development for the U.S. #CriticalMineral supply chain Heres a real-life photo of the refining unit in #Texas. https://t.co/fKOuVLRTUA" [X Link](https://x.com/PepRoy10/status/1995512101386006598) 2025-12-01T15:15Z [---] followers, [----] engagements "$GLNG $GLNG Argentinas Southern Energy has entered into an 8-year LNG supply agreement (2 mtpa) with SEFE beginning late [----]. The volumes account for roughly one-third of Southern Energys expected annual LNG production and primarily serve the Hilli FLNG. This deal represents https://t.co/hJ23Df7zbE $GLNG Argentinas Southern Energy has entered into an 8-year LNG supply agreement (2 mtpa) with SEFE beginning late [----]. The volumes account for roughly one-third of Southern Energys expected annual LNG production and primarily serve the Hilli FLNG. This deal represents https://t.co/hJ23Df7zbE" [X Link](https://x.com/PepRoy10/status/1996217356234723586) 2025-12-03T13:58Z [---] followers, [---] engagements "Good discussion @GavinSBaker Now who else apart from Starlink has great Direct to Cell technology currently multiple years tech advantage & available for less than [---] trillion valuation π ( 30B actually ) β $ASTS @AST_SpaceMobile "The most important thing in the next 3-4 years is data centers in space. In every way data centers in space from a first principles perspective are superior to data centers on earth. In space you can keep a satellite in the sun [--] hours a day. The sun is 30% more intense https://t.co/Z2ri4tLSTA "The most important thing in the next 3-4 years is data centers in" [X Link](https://x.com/PepRoy10/status/1998534504336576633) 2025-12-09T23:25Z [---] followers, [---] engagements "$LIB.V $VLTLF Good to see @IntelligentCM @iancassel become shareholders in @LibertyStreamIP We participated in the recent financing with $LIB.V. Interesting setup in [----] with potential customer off-takes agreements with midstreamers alongside a Nasdaq listing as the only Lithium producer in the US. We participated in the recent financing with $LIB.V. Interesting setup in [----] with potential customer off-takes agreements with midstreamers alongside a Nasdaq listing as the only Lithium producer in the US" [X Link](https://x.com/PepRoy10/status/2002077368605945887) 2025-12-19T18:03Z [---] followers, [---] engagements "$FTAI $FTAI First the $PLTR partnership and now FTAI officially enter the AI Data Center race Excited about FTAI Aviations launch of FTAI Power: converting runout CFM56 engines into 25MW turbines for AI data centers. Starting [----] with a 100+ units/year at $25M each and 40% EBITDA $FTAI First the $PLTR partnership and now FTAI officially enter the AI Data Center race Excited about FTAI Aviations launch of FTAI Power: converting runout CFM56 engines into 25MW turbines for AI data centers. Starting [----] with a 100+ units/year at $25M each and 40% EBITDA" [X Link](https://x.com/PepRoy10/status/2006032295761768781) 2025-12-30T15:59Z [---] followers, [---] engagements "$FTAI starting the [----] on right foot to continue moving towards valuation it deserves" [X Link](https://x.com/PepRoy10/status/2007140084693217693) 2026-01-02T17:21Z [---] followers, [---] engagements "@spacanpanman @michaelsikand @spacanpanman you may want to look at $LIB.V $VLTLF about to commercialize its low cost DLE tech at a much lower capex levels and faster timelines than its peers. Already has some strategic US partnerships and discussing off-take agreements. Here is a good summary of thesis: To understand the massive undervaluation of $VLTLF $LIB.v read through this thread. Valuation upside Truly remarkable. At a C$55M market cap (now C$90M) $LIB.v is significantly undervalued. Scaling to 2M bpd could generate C$289M in annual cash flow potentially driving To understand the" [X Link](https://x.com/PepRoy10/status/2009352982111113380) 2026-01-08T19:54Z [---] followers, [--] engagements "$LUNR.V @LUNRroyalties has been on a great run since its listing. Curious to see what strategy @AdamLundin5 follows over next few years to acquire more royalties. Potentially a multi decade hold royalty in portfolio similar to $TPZ.TO (different sectors). @DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off from $NGEX.TO - Lundin group pedigree to be run by @AdamLundin5 - Potentially Franco Nevada kind of model - Long runway to acquire resource royalties (if not acquired in near/medium future) @DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off" [X Link](https://x.com/anyuser/status/2011459064434454589) 2026-01-14T15:23Z [---] followers, [---] engagements "Good approach @AssetTraveller I have enabled DRIP on this and planning to coffee-can it for 10+ years. Difficult to find minimal maintenance companies for portfolio with as much quality as $TPZ $TPZ.TO Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better alignment for safe shareholder gains in this space. Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better" [X Link](https://x.com/anyuser/status/2015886182433882455) 2026-01-26T20:34Z [---] followers, [----] engagements "$TOU.TO time and patience Buy Tourmaline wake up rich says David Szybunka of Canoe Financial $TOU.to Watch the full episode: https://t.co/sjiQ0vqCRw https://t.co/EasXIlgBcy Buy Tourmaline wake up rich says David Szybunka of Canoe Financial $TOU.to Watch the full episode: https://t.co/sjiQ0vqCRw https://t.co/EasXIlgBcy" [X Link](https://x.com/PepRoy10/status/1990881874323894508) 2025-11-18T20:36Z [---] followers, [---] engagements "$GLNG great summary of the opportunity Experimenting with some AI tools and asked NotebookLM to make a slide deck for one my favorite pitches on VIC last year for $GLNG See results below https://t.co/QGTR3e8v96 Experimenting with some AI tools and asked NotebookLM to make a slide deck for one my favorite pitches on VIC last year for $GLNG See results below https://t.co/QGTR3e8v96" [X Link](https://x.com/PepRoy10/status/2007613020692996518) 2026-01-04T00:40Z [---] followers, [---] engagements "Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower" [X Link](https://x.com/anyuser/status/2014419851440165122) 2026-01-22T19:28Z [---] followers, [----] engagements "$LUNR.V continues showing strength. https://ca.finance.yahoo.com/news/lunr-royalties-corp-lunr-opens-153500057.html https://youtu.be/TuTtrKkGQKMsi=P8fzBYkqBKhsmgDz $LUNR.V @LUNRroyalties has been on a great run since its listing. Curious to see what strategy @AdamLundin5 follows over next few years to acquire more royalties. Potentially a multi decade hold royalty in portfolio similar to $TPZ.TO (different sectors). https://ca.finance.yahoo.com/news/lunr-royalties-corp-lunr-opens-153500057.html https://youtu.be/TuTtrKkGQKMsi=P8fzBYkqBKhsmgDz $LUNR.V @LUNRroyalties has been on a great run" [X Link](https://x.com/anyuser/status/2016939653941649635) 2026-01-29T18:21Z [---] followers, [---] engagements "At what price does $KNSL become a compelling buy for long term hold perspective Management business and past performance looks impressive" [X Link](https://x.com/PepRoy10/status/2010790303482147297) 2026-01-12T19:05Z [---] followers, [---] engagements "$FTAI has been a beast. Thanks @justfactstruth for sharing your continuous DD on this. $FTAI - from Compass Point FTAI this should be a huge catalyst for the stock. GE just announced on their Earnings call that they reached an agreement with FTAI Aviation to support servicing of CFM56 engines. On the call GE mentioned that they entered into a partnership $FTAI - from Compass Point FTAI this should be a huge catalyst for the stock. GE just announced on their Earnings call that they reached an agreement with FTAI Aviation to support servicing of CFM56 engines. On the call GE mentioned that they" [X Link](https://x.com/PepRoy10/status/2014333609860030500) 2026-01-22T13:45Z [---] followers, [---] engagements "Something to ponder here is another side of coin for AI Narrative related to $CSU.TO $TOI.V $LMN.V as per Gemini Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower. Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower" [X Link](https://x.com/anyuser/status/2015291746893082878) 2026-01-25T05:12Z [---] followers, [----] engagements "Added to $TOI.V position today. Nobody knows the bottom but I think price is closer to bottoming out. From what I understand AI would end up enhancing the bull case for Topicus. Willing to add more over next few weeks" [X Link](https://x.com/anyuser/status/2017289673660317831) 2026-01-30T17:31Z [---] followers, [---] engagements "Todays new long term portfolio adds: $ARX.TO - could be a good opportunity to accumulate if it stays at these level or goes lower over next few months $FIH.U - proxy on value creation thru BIAL airport IPO & growth over next [--] to [--] years among many other assets in India" [X Link](https://x.com/anyuser/status/2019842247106195933) 2026-02-06T18:34Z [---] followers, [---] engagements "@BubleQe @StephenKalil @VanIsleInvestor For what its worth (from Gemini)" [X Link](https://x.com/PepRoy10/status/2019845383191687211) 2026-02-06T18:47Z [---] followers, [--] engagements "$TOU.TO Great interview with Mike Rose of @TourmalineOil πWeekly podcast w/ $TOU CEO Mike Rose We learned about The Berkley Days Montney 1st Innings & Canadian LNG Growth https://t.co/SvIZHsvV1e πWeekly podcast w/ $TOU CEO Mike Rose We learned about The Berkley Days Montney 1st Innings & Canadian LNG Growth https://t.co/SvIZHsvV1e" [X Link](https://x.com/PepRoy10/status/1976337276591620578) 2025-10-09T17:21Z [---] followers, [---] engagements "Well written. Great display of Second-Order thinking by @JamieHeard5 $TOU.TO $TPZ.TO Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil Ratios (GOR) will mean gas lags this decline but gravity is https://t.co/mCqbd3jdDC Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil" [X Link](https://x.com/anyuser/status/2017632755354419646) 2026-01-31T16:15Z [---] followers, [---] engagements "$FTAI $FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams $FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams" [X Link](https://x.com/anyuser/status/2015873206230352257) 2026-01-26T19:43Z [---] followers, [---] engagements "$ASTS I could be totally off but there is a decent probability this may mean some kind of tech licensing or partnership for @blueorigin TeraWave and/or Space AI Data Centers" [X Link](https://x.com/anyuser/status/2021725528634409029) 2026-02-11T23:18Z [---] followers, 31.4K engagements "$NGEX.TO $NGEX LUNR Royalty shares finally appearing after spinoff from @ngex_minerals Hope to add significantly to position after listing Potentially a never-sell coffeecan entry in the portfolio due to Lundin group pedigree Franco Nevada blueprint" [X Link](https://x.com/PepRoy10/status/1984339904889856499) 2025-10-31T19:21Z [---] followers, [----] engagements "@DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off from $NGEX.TO - Lundin group pedigree to be run by @AdamLundin5 - Potentially Franco Nevada kind of model - Long runway to acquire resource royalties (if not acquired in near/medium future)" [X Link](https://x.com/PepRoy10/status/1987721429052526789) 2025-11-10T03:18Z [---] followers, [----] engagements "$TOU.TO $TOU" [X Link](https://x.com/PepRoy10/status/1992982516891083033) 2025-11-24T15:43Z [---] followers, [---] engagements "Good to see finally $TOU.TO $TOU starting to move. Thanks to some small trims from $ASTS been able to build full position in $TOU gradually and a decent one in $TPZ.TO Added to following positions after a tiny slice of first time trim from $ASTS profits : β $TPZ.TO β $LMN.V β $MELI β $NEXT β $CNQ Next in line: A lot more $TOU.TO Added to following positions after a tiny slice of first time trim from $ASTS profits : β $TPZ.TO β $LMN.V β $MELI β $NEXT β $CNQ Next in line: A lot more $TOU.TO" [X Link](https://x.com/PepRoy10/status/1996962008642547994) 2025-12-05T15:16Z [---] followers, [---] engagements "$FFH.TO good episode on Prem Watsa and Fairfax https://podcasts.apple.com/ca/podcast/we-study-billionaires-the-investors-podcast-network/id928933489i=1000744639946 https://podcasts.apple.com/ca/podcast/we-study-billionaires-the-investors-podcast-network/id928933489i=1000744639946" [X Link](https://x.com/PepRoy10/status/2010375927818326274) 2026-01-11T15:39Z [---] followers, [---] engagements "$GLSI https://www.globenewswire.com/news-release/2026/01/22/3223531/0/en/Greenwich-LifeSciences-Announces-FDA-Approves-Use-of-Commercially-Manufactured-GP2-in-FLAMINGO-01.html https://www.globenewswire.com/news-release/2026/01/22/3223531/0/en/Greenwich-LifeSciences-Announces-FDA-Approves-Use-of-Commercially-Manufactured-GP2-in-FLAMINGO-01.html" [X Link](https://x.com/PepRoy10/status/2014562775335411845) 2026-01-23T04:56Z [---] followers, [---] engagements "Would this be $TOU.TO in [----] @BubleQe $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week. $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week" [X Link](https://x.com/anyuser/status/2015297621443674349) 2026-01-25T05:36Z [---] followers, [----] engagements "$NEXT good high level summary on potential of @NextDecadeLNG The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://t.co/LwBVvxopWl The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://t.co/LwBVvxopWl" [X Link](https://x.com/anyuser/status/2016334916913340467) 2026-01-28T02:18Z [---] followers, [---] engagements "$ASTS keeps delivering on complex engineering milestones BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we" [X Link](https://x.com/anyuser/status/2021397278213521888) 2026-02-11T01:34Z [---] followers, [---] engagements "Added to both $TOU.TO and $TPZ.TO positions today with scope to add atleast 25% more to these positions. Longer they can stay at these or lower levels better the chance for future $ASTS trims to be deployed in these" [X Link](https://x.com/anyuser/status/2021721276696641573) 2026-02-11T23:01Z [---] followers, [---] engagements "@thekookreport Yes $ASTS doesnt really need to try building AI Data Centers let @blueorigin + Amazon AWS do its thing for a IP Licensing fixed + variable component fees per year" [X Link](https://x.com/PepRoy10/status/2021728865479950767) 2026-02-11T23:31Z [---] followers, [---] engagements "$LMN.V Press Release: Lumine Group Completes Acquisition of Synchronoss Technologies Read the full announcement: https://t.co/CvQ91a7IqV https://t.co/wEWq96ubCk Press Release: Lumine Group Completes Acquisition of Synchronoss Technologies Read the full announcement: https://t.co/CvQ91a7IqV https://t.co/wEWq96ubCk" [X Link](https://x.com/anyuser/status/2022323194112156028) 2026-02-13T14:53Z [---] followers, [---] engagements "Press Release: Lumine Group Completes Acquisition of Synchronoss Technologies Read the full announcement: https://www.luminegroup.com/newsroom/lumine-group-completes-acquisition-of-synchronoss-technologies/ https://www.luminegroup.com/newsroom/lumine-group-completes-acquisition-of-synchronoss-technologies/" [X Link](https://x.com/anyuser/status/2022311237741142324) 2026-02-13T14:05Z [---] followers, [----] engagements "$ASTS I could be totally off but there is a decent probability this may mean some kind of tech licensing or partnership for @blueorigin TeraWave and/or Space AI Data Centers" [X Link](https://x.com/anyuser/status/2021725528634409029) 2026-02-11T23:18Z [---] followers, 31.4K engagements "Added to both $TOU.TO and $TPZ.TO positions today with scope to add atleast 25% more to these positions. Longer they can stay at these or lower levels better the chance for future $ASTS trims to be deployed in these" [X Link](https://x.com/anyuser/status/2021721276696641573) 2026-02-11T23:01Z [---] followers, [---] engagements "$ASTS keeps delivering on complex engineering milestones BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we" [X Link](https://x.com/anyuser/status/2021397278213521888) 2026-02-11T01:34Z [---] followers, [---] engagements "BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we invented built in America by our team in Texas.π€ πͺ AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest" [X Link](https://x.com/anyuser/status/2021396405269430584) 2026-02-11T01:30Z 22.8K followers, 182.4K engagements "$LIB.V $VLTLF now we are taking. Well done @LibertyStreamIP The news that we all were waiting for $VLTLF $LIB.v signed a feedstock deal with Select water Select Water Solutions and LibertyStream Infrastructure Partners Announce Definitive Agreement to Build Out Commercial Lithium Carbonate Production Units in Texas; First 1000Tonne The news that we all were waiting for $VLTLF $LIB.v signed a feedstock deal with Select water Select Water Solutions and LibertyStream Infrastructure Partners Announce Definitive Agreement to Build Out Commercial Lithium Carbonate Production Units in Texas; First" [X Link](https://x.com/anyuser/status/2020841805449662764) 2026-02-09T12:46Z [---] followers, [---] engagements "The news that we all were waiting for $VLTLF $LIB.v signed a feedstock deal with Select water Select Water Solutions and LibertyStream Infrastructure Partners Announce Definitive Agreement to Build Out Commercial Lithium Carbonate Production Units in Texas; First 1000Tonne Facility Slated for Commissioning by December 2026" [X Link](https://x.com/anyuser/status/2020832991732170838) 2026-02-09T12:11Z 13.5K followers, 10.6K engagements "Todays new long term portfolio adds: $ARX.TO - could be a good opportunity to accumulate if it stays at these level or goes lower over next few months $FIH.U - proxy on value creation thru BIAL airport IPO & growth over next [--] to [--] years among many other assets in India" [X Link](https://x.com/anyuser/status/2019842247106195933) 2026-02-06T18:34Z [---] followers, [---] engagements "if private equity can't buy any more software you know who will. We should see a record year for acquisitions at $CSU.TO" [X Link](https://x.com/anyuser/status/2019433755606503583) 2026-02-05T15:31Z 37.1K followers, 17K engagements "Added to $TOI.V position today Added to $TOI.V position today. Nobody knows the bottom but I think price is closer to bottoming out. From what I understand AI would end up enhancing the bull case for Topicus. Willing to add more over next few weeks. Added to $TOI.V position today. Nobody knows the bottom but I think price is closer to bottoming out. From what I understand AI would end up enhancing the bull case for Topicus. Willing to add more over next few weeks" [X Link](https://x.com/anyuser/status/2019158067128996347) 2026-02-04T21:16Z [---] followers, [---] engagements "Added to $TOI.V position today. Nobody knows the bottom but I think price is closer to bottoming out. From what I understand AI would end up enhancing the bull case for Topicus. Willing to add more over next few weeks" [X Link](https://x.com/anyuser/status/2017289673660317831) 2026-01-30T17:31Z [---] followers, [---] engagements "Well written. Great display of Second-Order thinking by @JamieHeard5 $TOU.TO $TPZ.TO Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil Ratios (GOR) will mean gas lags this decline but gravity is https://t.co/mCqbd3jdDC Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil" [X Link](https://x.com/anyuser/status/2017632755354419646) 2026-01-31T16:15Z [---] followers, [---] engagements "Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil Ratios (GOR) will mean gas lags this decline but gravity is inevitable and Bakken Gas production will also start to turn over. This is great news for Canada who can cheaply slip into these Bakken servicing gas pipelines with minimal upstream expansion needs (and costs). - TPH also flags mobile power build out to add capacity for natural gas consumption of [--] bcfpd on top of the" [X Link](https://x.com/anyuser/status/2017332487504936995) 2026-01-30T20:21Z 15.4K followers, 16.4K engagements "$LUNR.V continues showing strength. https://ca.finance.yahoo.com/news/lunr-royalties-corp-lunr-opens-153500057.html https://youtu.be/TuTtrKkGQKMsi=P8fzBYkqBKhsmgDz $LUNR.V @LUNRroyalties has been on a great run since its listing. Curious to see what strategy @AdamLundin5 follows over next few years to acquire more royalties. Potentially a multi decade hold royalty in portfolio similar to $TPZ.TO (different sectors). https://ca.finance.yahoo.com/news/lunr-royalties-corp-lunr-opens-153500057.html https://youtu.be/TuTtrKkGQKMsi=P8fzBYkqBKhsmgDz $LUNR.V @LUNRroyalties has been on a great run" [X Link](https://x.com/anyuser/status/2016939653941649635) 2026-01-29T18:21Z [---] followers, [---] engagements "$LUNR.V @LUNRroyalties has been on a great run since its listing. Curious to see what strategy @AdamLundin5 follows over next few years to acquire more royalties. Potentially a multi decade hold royalty in portfolio similar to $TPZ.TO (different sectors). @DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off from $NGEX.TO - Lundin group pedigree to be run by @AdamLundin5 - Potentially Franco Nevada kind of model - Long runway to acquire resource royalties (if not acquired in near/medium future) @DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off" [X Link](https://x.com/anyuser/status/2011459064434454589) 2026-01-14T15:23Z [---] followers, [---] engagements "$NEXT good high level summary on potential of @NextDecadeLNG The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://t.co/LwBVvxopWl The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://t.co/LwBVvxopWl" [X Link](https://x.com/anyuser/status/2016334916913340467) 2026-01-28T02:18Z [---] followers, [---] engagements "The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://youtu.be/selRfyiNbDwsi=iKMqqW5fJV-UcpXe https://youtu.be/selRfyiNbDwsi=iKMqqW5fJV-UcpXe" [X Link](https://x.com/anyuser/status/2016318373454299541) 2026-01-28T01:12Z [----] followers, [----] engagements "$NGEX.TO New year more to explore NGEx are well on track with its Phase [--] exploration program and already putting in place the pieces for our next step forward. Hear President & CEO Wojtek Wodzicki explain more #NoGutsNoGlory https://t.co/SkpoY6jA4e New year more to explore NGEx are well on track with its Phase [--] exploration program and already putting in place the pieces for our next step forward. Hear President & CEO Wojtek Wodzicki explain more #NoGutsNoGlory https://t.co/SkpoY6jA4e" [X Link](https://x.com/anyuser/status/2016151761480790370) 2026-01-27T14:10Z [---] followers, [---] engagements "New year more to explore NGEx are well on track with its Phase [--] exploration program and already putting in place the pieces for our next step forward. Hear President & CEO Wojtek Wodzicki explain more #NoGutsNoGlory" [X Link](https://x.com/anyuser/status/2015942431838195842) 2026-01-27T00:18Z [----] followers, [----] engagements "Good approach @AssetTraveller I have enabled DRIP on this and planning to coffee-can it for 10+ years. Difficult to find minimal maintenance companies for portfolio with as much quality as $TPZ $TPZ.TO Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better alignment for safe shareholder gains in this space. Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better" [X Link](https://x.com/anyuser/status/2015886182433882455) 2026-01-26T20:34Z [---] followers, [----] engagements "Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better alignment for safe shareholder gains in this space. If it gets there $26.83 is my first buy spot for one of my favourite investments in the world. Loaded big below [--] as shared in real time. Topaz $TPZ Material Yearly Growth 10/10 Sustainable 5% Yield 95% Profit Margins Tough to find a safer Risk/Reward investment. https://t.co/IwmEMuRXzg If it gets there $26.83 is my first buy spot for one of my favourite investments in the" [X Link](https://x.com/anyuser/status/2015876853383184803) 2026-01-26T19:57Z [----] followers, [----] engagements "$FTAI $FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams $FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams" [X Link](https://x.com/anyuser/status/2015873206230352257) 2026-01-26T19:43Z [---] followers, [---] engagements "$FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams CEO of FTAI Aviation on Friday January [--] to catch up on recent developments for the company. We focused on FTAI 's new FTAIPower business and its recently announced agreement with CFM international the 50/50 joint venture between GE Aerospace and Safran International. In the FTAI Power business FTAI converts a CFM56 engine" [X Link](https://x.com/anyuser/status/2015864488952488158) 2026-01-26T19:08Z [----] followers, [----] engagements "Would this be $TOU.TO in [----] @BubleQe $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week. $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week" [X Link](https://x.com/anyuser/status/2015297621443674349) 2026-01-25T05:36Z [---] followers, [----] engagements "$ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week. Alex Honnold taking a selfie at the top of Taipei [---] after free soloing the skyscraper. UNBELIEVABLE #SkyscraperLIVE https://t.co/czuxYkoVpY Alex Honnold taking a selfie at the top of Taipei [---] after free soloing the skyscraper. UNBELIEVABLE #SkyscraperLIVE https://t.co/czuxYkoVpY" [X Link](https://x.com/anyuser/status/2015287003978383682) 2026-01-25T04:53Z 43.8K followers, 19.9K engagements "RT @spacanpanman: $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high thi" [X Link](https://x.com/anyuser/status/2015295247039725832) 2026-01-25T05:26Z [---] followers, [--] engagements "Alex Honnold taking a selfie at the top of Taipei [---] after free soloing the skyscraper. UNBELIEVABLE #SkyscraperLIVE" [X Link](https://x.com/anyuser/status/2015255770175307938) 2026-01-25T02:49Z 41.6K followers, 1.1M engagements "Something to ponder here is another side of coin for AI Narrative related to $CSU.TO $TOI.V $LMN.V as per Gemini Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower. Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower" [X Link](https://x.com/anyuser/status/2015291746893082878) 2026-01-25T05:12Z [---] followers, [----] engagements "Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower" [X Link](https://x.com/anyuser/status/2014419851440165122) 2026-01-22T19:28Z [---] followers, [----] engagements "Couple more interesting points on same" [X Link](https://x.com/anyuser/status/2015293828131967408) 2026-01-25T05:21Z [---] followers, [---] engagements "$GLSI https://www.globenewswire.com/news-release/2026/01/22/3223531/0/en/Greenwich-LifeSciences-Announces-FDA-Approves-Use-of-Commercially-Manufactured-GP2-in-FLAMINGO-01.html https://www.globenewswire.com/news-release/2026/01/22/3223531/0/en/Greenwich-LifeSciences-Announces-FDA-Approves-Use-of-Commercially-Manufactured-GP2-in-FLAMINGO-01.html" [X Link](https://x.com/PepRoy10/status/2014562775335411845) 2026-01-23T04:56Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PepRoy10 KuljitKuljit posts on X about $asts, $tpzto, $touto, $toiv the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks finance countries technology brands exchanges automotive brands gaming
Social topic influence $asts #109, $tpzto #1, $touto #6, $toiv, $csuto, ai, asts, $lmnv, $ngexto, $ftai
Top accounts mentioned or mentioned by @astspacemobile @cognetivity @adamlundin5 @bubleqe @lunrroyalties @tourmalineoil @deepsailcapital @blueorigin @bechtel @libertystreamip @spacanpanman @assettraveller @jamieheard5 @nextdecadelng @muddysmoney @cognetivitys @ccmbrett @americantowerus @abelavellan @kyleadamsstocks
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) CYGNUS (CGN) NextDecade Corporation Common Stock (NEXT) Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Canadian Natural Resources Limited (CNQ) Golar LNG Ltd (GLNG) Cheniere Energy, Inc. (LNG) MercadoLibre Inc (MELI) Greenwich LifeSciences, Inc. (GLSI) Atkore Inc. (ATKR) Tesla, Inc. (TSLA)
Top posts by engagements in the last [--] hours
"@Cognetivity $CGN.c $CGN $CGNSF $CGN Cognetivity Neurosciences' technology is '5-10 times faster and cheaper than existing solutions' https://t.co/cR0BVATpYV @Cognetivity $1UB $CGNSF #CGN #1UB #CGNSF $CGN Cognetivity Neurosciences' technology is '5-10 times faster and cheaper than existing solutions' https://t.co/cR0BVATpYV @Cognetivity $1UB $CGNSF #CGN #1UB #CGNSF"
X Link 2021-04-26T18:40Z [---] followers, [--] engagements
"@MuddysMoney @Cognetivity putting many pieces of puzzle in place. Expecting some good progress in near term about more clients for OptiMind ramp-up in ICA adoption in US (before eventual FDA approval) and strategic partners from Pharma/Clinical trials finding good use of ICA. $CGN $CGNSF"
X Link 2021-05-11T16:44Z [---] followers, [--] engagements
"$CGN $CGNSF $CGN.c"
X Link 2021-05-17T13:41Z [---] followers, [--] engagements
"$CGN $CGN.c $CGNSF Can #AI help identify people at risk of developing #Alzheimers https://t.co/6t60VhCSkm NHS trialling AI tool from @Cognetivity designed to diagnose mild cognitive impairment that measures the speed of information processing and great video https://t.co/aQKyW8Ezvp Can #AI help identify people at risk of developing #Alzheimers https://t.co/6t60VhCSkm NHS trialling AI tool from @Cognetivity designed to diagnose mild cognitive impairment that measures the speed of information processing and great video https://t.co/aQKyW8Ezvp"
X Link 2021-06-23T22:39Z [---] followers, [--] engagements
"$CGN $CGNSF https://ca.finance.yahoo.com/news/cognetivity-neurosciences-launches-middle-east-130000855.html https://ca.finance.yahoo.com/news/cognetivity-neurosciences-launches-middle-east-130000855.html"
X Link 2021-06-29T13:32Z [---] followers, [--] engagements
"$CGN $CGNSF @Cognetivity The NHS is trialling an AI-assisted tool from UK company Cognetivity that has been designed to diagnose mild cognitive impairment - a condition widely believed to be a precursor to the disease. $CGN.c $CGNSF https://t.co/WbRrpONVmz The NHS is trialling an AI-assisted tool from UK company Cognetivity that has been designed to diagnose mild cognitive impairment - a condition widely believed to be a precursor to the disease. $CGN.c $CGNSF https://t.co/WbRrpONVmz"
X Link 2021-08-15T14:18Z [---] followers, [--] engagements
"@Cognetivity $CGNSF $CGN π Were over the moon that our partner @Cognetivitys incredible work continues to receive recognition with the team last night scooping the big win for Best Use of AI and Automation Tools. Congratulations #HTNAwards Were over the moon that our partner @Cognetivitys incredible work continues to receive recognition with the team last night scooping the big win for Best Use of AI and Automation Tools. Congratulations #HTNAwards"
X Link 2021-10-08T20:58Z [---] followers, [--] engagements
"Its frustrating to have all these stocks in watchlist and still not buying any of them before their run-up. $ATKR $TVK.TO $CREX $SOWG $ALAR $DRX.TO $SLYG Mistakes of omission π€·β Which ones can give a good entry point again"
X Link 2024-06-15T14:39Z [---] followers, [----] engagements
"$ASTS wow what a day Would be amazing to continue holding while @AST_SpaceMobile - builds full constellation - reach 200M + subscribers - multiple Govt emergency departments under contract throughout world - multiple military uses cases generating cash flow"
X Link 2024-08-15T17:59Z [---] followers, [---] engagements
"$ASTS lot of these takes assume SpaceX is the underdog with better technology here kind of how Tesla was 10+ yrs back. But the reality is @AST_SpaceMobile is the actual underdog with better technology in D2C. Successful launch next month would force people to dig deep It's kinda amusing that SpaceX revealed its plans to put up thousands of comm sats years ago and then the DoD and rivals end up shocked and scrambling way after the fact because SpaceX actually did what it said it would do and these orgs aren't accustomed to that It's kinda amusing that SpaceX revealed its plans to put up"
X Link 2024-08-17T01:23Z [---] followers, [----] engagements
"@CCM_Brett This is an interesting short video from a group thats holding @AmericanTowerUS from 20+ years. They have built a large position in @AST_SpaceMobile as well and rightly so. Google/Verizon/AT&T/AmericanTower are strategic shareholders of $ASTS as well https://www.youtube.com/watchv=gGCcrAn37_w https://www.youtube.com/watchv=gGCcrAn37_w"
X Link 2024-08-24T01:45Z [---] followers, [---] engagements
"$ASTS Most importantly focus is on execution @AbelAvellan https://podcasts.apple.com/ca/podcast/manifest-space-with-morgan-brennan/id1680523433i=1000669753569 https://podcasts.apple.com/ca/podcast/manifest-space-with-morgan-brennan/id1680523433i=1000669753569"
X Link 2024-09-17T01:32Z [---] followers, [---] engagements
"$VLT.v First mover advantage lowest cost DLE solution with great execution over last few months. Would be great to see progress on - Offtake agreements - Grants for their side of capex share - Disclosure on strategic partner and addition of more partners Volt Lithium announces that the Company has commenced U.S. field operations in the Permian Basin inTexas achieving the significant milestone of first lithium production. $VLT $VLTLF #Lithium #Production #DLE #FieldOperations https://t.co/mqiIvPGH9b https://t.co/3Xts7dQmst Volt Lithium announces that the Company has commenced U.S. field"
X Link 2024-09-27T15:28Z [---] followers, [---] engagements
"$ASTS one of the many such govt contracts to come @AST_SpaceMobile AST SpaceMobile Secures Initial Contract with Space Development Agency (SDA) as a Prime Contractor to the United States Government https://t.co/NZ4lJJpVkD AST SpaceMobile Secures Initial Contract with Space Development Agency (SDA) as a Prime Contractor to the United States Government https://t.co/NZ4lJJpVkD"
X Link 2024-10-23T22:00Z [---] followers, [----] engagements
"@KyleAdamsStocks $ASTS @AST_SpaceMobile for [----] & 2026"
X Link 2024-12-26T00:49Z [---] followers, [---] engagements
"@Gantosj $VLT.v $VLTLF Disclosing strategic partner + signing Off-take agreements should put this on radar soon"
X Link 2025-01-17T21:55Z [---] followers, [---] engagements
"$ASTS Revisiting this after almost a year. It was good decision to increase position then when market was still ignoring good news from @AST_SpaceMobile . Similarly used todays market reaction to increase position by 10%. I think company has cleared the funding overhang now $ASTS between Google and @ATT investment and now contract for US Govt I think @AST_SpaceMobile has much better chances of success than what Mr Market seem to have priced it to. $ASTS between Google and @ATT investment and now contract for US Govt I think @AST_SpaceMobile has much better chances of success than what Mr"
X Link 2025-01-23T19:45Z [---] followers, [----] engagements
"$CNQ.TO $CNQ whats not to like Great management decent growth prospects specially if Canada gets rid of Liberals 5%+ Div yield dividend growth share buybacks long term reserves. Seems like a decent long term hold in portfolio"
X Link 2025-01-29T21:17Z [---] followers, [---] engagements
"$TPZ.TO Topaz Energy seems like a great Royalty play into Natural Gas/Energy Infrastructure and a unique way to participate in the sector growth. Nice dividend yield and decent growth prospects. Initiated a long position. Today's adds: β $TPZ.TO / Topaz Energy. "The Oak Tree sleeps in the Acorn". π³ #Investing #Dividends #Royalty #EnergyInfrastructure https://t.co/iYVMAcNgK7 Today's adds: β $TPZ.TO / Topaz Energy. "The Oak Tree sleeps in the Acorn". π³ #Investing #Dividends #Royalty #EnergyInfrastructure https://t.co/iYVMAcNgK7"
X Link 2025-02-10T15:51Z [---] followers, [---] engagements
"$TPZ.TO Added to existing position in Topaz. Dividend yield of 5.6% seems irresistible considering company would continue growing at decent rate"
X Link 2025-03-06T20:19Z [---] followers, [--] engagements
"Looks like last couple months was a good opportunity to get exposure to Canada Energy sector with sentiments relatively improved now. Was able to build almost equal current weightage across $SCR.TO $CNQ.TO $TPZ.TO Decent Valuations + Growth + Dividend + Dividend Growth"
X Link 2025-03-26T14:04Z [---] followers, [---] engagements
"@JimChuong $ASTS @AST_SpaceMobile $CSU $LMN.v $TOI.v $SCR.TO $CLPT"
X Link 2025-04-06T02:38Z [---] followers, [---] engagements
"Surely not a bad few days for deploying some funds $FFH.TO - New position $TOI.v - New position $CSU.TO - Add $TPZ.TO - Add $CNQ.TO - Add $ASTS - Add JAN [----] Leaps"
X Link 2025-04-07T23:19Z [---] followers, [---] engagements
"First time position in @TourmalineOil $TOU.TO below $60 β
"
X Link 2025-04-09T19:22Z [---] followers, [---] engagements
"Great discussion from early [----] with @chriswmayer about $CSU.TO $LMN.V & $TOI.V πΊWatch the full episode here: https://t.co/ngBYnpWhNs πΊWatch the full episode here: https://t.co/ngBYnpWhNs"
X Link 2025-04-13T12:39Z [---] followers, [---] engagements
"$CSU.TO $TOI.V $LMN.V hitting ATH on same day π"
X Link 2025-05-08T14:22Z [---] followers, [---] engagements
"Thats where @AST_SpaceMobile $ASTS with its vastly superior D2D technology and business model comes into play. If you are a military or government anywhere in the world. .how can you trust ANY critical infrastructure with a company that will just "turn you off" anytime its leadership team gets upset at you First Ukraine and now the US. @SpaceX is 100% unreliable as a partner. https://t.co/wYxIcqXHhe If you are a military or government anywhere in the world. .how can you trust ANY critical infrastructure with a company that will just "turn you off" anytime its leadership team gets upset at you"
X Link 2025-06-05T21:25Z [---] followers, [---] engagements
"First time getting some exposure to AI/Chips/DataCenter Infra themes and initiated two new long term positions recently: $MRVL $IREN A lot to learn"
X Link 2025-06-26T15:29Z [---] followers, [---] engagements
"@saxena_puru have you looked at $ASTS as well Its close to fast ramp up of satellite launches and a series of catalysts stacked up in near/medium term"
X Link 2025-06-26T19:13Z [---] followers, [---] engagements
"Increased position in $IREN ORACLE AND OPENAI HAVE STRUCK A MAJOR AGREEMENT TO EXPAND "STARGATE" AI INFRASTRUCTURE ACROSS MULTIPLE U.S. STATES WITH OPENAI AIMING TO SECURE [---] GIGAWATTS OF POWER FROM ORACLE-OPERATED DATA CENTERS. ORACLE AND OPENAI HAVE STRUCK A MAJOR AGREEMENT TO EXPAND "STARGATE" AI INFRASTRUCTURE ACROSS MULTIPLE U.S. STATES WITH OPENAI AIMING TO SECURE [---] GIGAWATTS OF POWER FROM ORACLE-OPERATED DATA CENTERS"
X Link 2025-07-02T19:28Z [---] followers, [---] engagements
"$CIFR showing nice strength"
X Link 2025-07-09T16:55Z [---] followers, [--] engagements
"$IREN π¨ NEW: Nvidia CEO Jensen Huang on Energy: "We can't create new industries without energy. You can't reshore manufacturing without energy. You can't sustain a brand new industry like AI without energy. If we want to produce things something as vital as AI we need energy." https://t.co/F6z6rklopb π¨ NEW: Nvidia CEO Jensen Huang on Energy: "We can't create new industries without energy. You can't reshore manufacturing without energy. You can't sustain a brand new industry like AI without energy. If we want to produce things something as vital as AI we need energy." https://t.co/F6z6rklopb"
X Link 2025-07-24T02:19Z [---] followers, [---] engagements
"$IREN $CIFR look set to get a decent share of pie from AI Infra/Data Center deals. Portfolio exposure through JAN [----] Leaps in both. Taiwan Semi Taiwan Semi"
X Link 2025-08-27T22:45Z [---] followers, [---] engagements
"$IREN having great day after earnings. $CIFR each passing day is one day closer to the deal. Multi year growth runway from Data Center + AI Infra sector tailwinds $IREN $CIFR look set to get a decent share of pie from AI Infra/Data Center deals. Portfolio exposure through JAN [----] Leaps in both. $IREN $CIFR look set to get a decent share of pie from AI Infra/Data Center deals. Portfolio exposure through JAN [----] Leaps in both"
X Link 2025-08-29T17:18Z [---] followers, [---] engagements
"$NEXT making important progress π #RGLNG Train [--] Positive FID Achieved We are proud to announce a positive final investment decision on Train [--] @RioGrandeLNG along with issuing full notice to proceed to @Bechtel. $NEXT Read more in our recent press release: https://t.co/TW9hWMB0UJ #RioGrandeLNG https://t.co/Vao070jYON π #RGLNG Train [--] Positive FID Achieved We are proud to announce a positive final investment decision on Train [--] @RioGrandeLNG along with issuing full notice to proceed to @Bechtel. $NEXT Read more in our recent press release: https://t.co/TW9hWMB0UJ #RioGrandeLNG"
X Link 2025-09-09T21:20Z [---] followers, [---] engagements
"Trimmed $SCR.TO to book gains and added to positions in compounders $CSU.TO $TOI.V & $FFH.TO $SCR.TO seems like a very compelling setup for exposure to Canadian Oil sector after ongoing weakness from tariff threats. Initiated a long term position. https://t.co/UEDJukQCSK https://t.co/3ul8yAIcf7 $SCR.TO seems like a very compelling setup for exposure to Canadian Oil sector after ongoing weakness from tariff threats. Initiated a long term position. https://t.co/UEDJukQCSK https://t.co/3ul8yAIcf7"
X Link 2025-09-16T19:53Z [---] followers, [----] engagements
"$ASTS & $CLPT π»to an amazing day shareholders Many years of growth ahead. $ASTS : Toll Road to Satellite based broadband for MNO customers throughout the world $CLPT: Toll Road to solving rare brain diseases"
X Link 2025-10-02T21:02Z [---] followers, [---] engagements
"$CLPT @ClearPointNeuro $ASTS: π₯ [--] West Advisors [----] Q3 Investor Letter featuring AST SpaceMobile Cloudflare ClearPoint Neuro and Nintendo. CIO Toan Tran's section on AST SpaceMobile is an absolute banger with some great non-comms use case nuggets Also be sure to read the closing Money Ball https://t.co/QrVvJytOCg $ASTS: π₯ [--] West Advisors [----] Q3 Investor Letter featuring AST SpaceMobile Cloudflare ClearPoint Neuro and Nintendo. CIO Toan Tran's section on AST SpaceMobile is an absolute banger with some great non-comms use case nuggets Also be sure to read the closing Money Ball"
X Link 2025-10-08T02:45Z [---] followers, [----] engagements
"$ASTS This is amazing & can be so true There are many Bluebirds to be built launched and successfully operated before we get there but squint hard enough and you can see that ASTs end state may very well be as one of the greatest businesses in the history of capitalism. 2/ $ASTS: Here's the AST SpaceMobile section lifted from [--] West Advisor's Q3 letter: AST SpaceMobile Photons experience neither time nor distance2. A photon is emitted from the sun and absorbed by your eye in the same moment. How cool is that Photons are also the fundamental https://t.co/1N3yNUbmYc 2/ $ASTS: Here's the AST"
X Link 2025-10-08T02:53Z [---] followers, [----] engagements
"@ASTS_SpaceMob - FirstNet -GoldenDome - Apple/Amazon - SouthAmerican MNOs - Saudi Arabia MNOs"
X Link 2025-10-09T19:15Z [---] followers, [---] engagements
"$CIFR what an amazing run $IREN having great day after earnings. $CIFR each passing day is one day closer to the deal. Multi year growth runway from Data Center + AI Infra sector tailwinds https://t.co/BHpEJUzSFC $IREN having great day after earnings. $CIFR each passing day is one day closer to the deal. Multi year growth runway from Data Center + AI Infra sector tailwinds https://t.co/BHpEJUzSFC"
X Link 2025-10-10T13:53Z [---] followers, [---] engagements
"$FFH.TO continuing to build up position as a core long term holding. $TOI.V added more today"
X Link 2025-08-07T14:03Z [---] followers, [---] engagements
"$TOU.TO I have been accumulating @TourmalineOil as a core long term position over last week. Somewhere in following data points lies a compelling value for long term hold for both capital appreciation and dividend growth from current levels"
X Link 2025-08-28T01:42Z [---] followers, [---] engagements
"$TOI.V $CSU.TO TSS open Letter to Shareholders of Asseco Poland $CSU.TO $ACP.WA https://t.co/TVq2nUh6CR TSS open Letter to Shareholders of Asseco Poland $CSU.TO $ACP.WA https://t.co/TVq2nUh6CR"
X Link 2025-10-02T20:52Z [---] followers, [---] engagements
"Initiated two new positions : $NGEX.TO upcoming LunR Royalty Co spinoff could be a decent opportunity alongside Lunahuasi deposits exposure and future value creation optionalities $FTAI still looks cheap looking at [----] and [----] growth expectations"
X Link 2025-10-14T14:02Z [---] followers, [---] engagements
"$NGEX.TO $NGEX https://ceo.ca/@newswire/ngex-announces-proposed-effective-date-of-spin-out https://ceo.ca/@newswire/ngex-announces-proposed-effective-date-of-spin-out"
X Link 2025-10-16T11:56Z [---] followers, [---] engagements
"$NEXT keeps executing on milestones. Requires a lot of patience for next few years but reward can match the patience eventually πPositive FID for Train [--] RGLNG We're proud to announce a positive FID on Train [--] @RioGrandeLNGThis announcement includes full notice to proceed to@Bechtel for construction. Read more in our press release: https://t.co/Q4UtfNhCO1 #RioGrandeLNG https://t.co/xphiGlsolX πPositive FID for Train [--] RGLNG We're proud to announce a positive FID on Train [--] @RioGrandeLNGThis announcement includes full notice to proceed to@Bechtel for construction. Read more in our press"
X Link 2025-10-16T21:04Z [---] followers, [---] engagements
"Added to both $TOU.TO and $TPZ.TO positions last few days Added to following positions after a tiny slice of first time trim from $ASTS profits : β
$TPZ.TO β
$LMN.V β
$MELI β
$NEXT β
$CNQ Next in line: A lot more $TOU.TO Added to following positions after a tiny slice of first time trim from $ASTS profits : β
$TPZ.TO β
$LMN.V β
$MELI β
$NEXT β
$CNQ Next in line: A lot more $TOU.TO"
X Link 2025-10-20T14:53Z [---] followers, [---] engagements
"$VLTLF $LIB.v pitch Here is Jared Fehr Analyst at Pathfinder Asset Management pitching $LIB.V https://t.co/4B6wWkMZbT Here is Jared Fehr Analyst at Pathfinder Asset Management pitching $LIB.V https://t.co/4B6wWkMZbT"
X Link 2025-10-21T18:19Z [---] followers, [---] engagements
"$LIB.V $VLTLF https://pro.ceo.ca/@businesswire/libertystream-announces-texas-refining-progress-wins https://pro.ceo.ca/@businesswire/libertystream-announces-texas-refining-progress-wins"
X Link 2025-10-23T11:21Z [---] followers, [---] engagements
"For all the new investors in $PNG.V $KRKNF you may also want to study another canadian company $VLTLF $LIB.V with a very cost efficient DLE tech that has made significant progress over last [--] months & on cusp of signing off-take agreements. Following is a great summary: To understand the massive undervaluation of $VLTLF $LIB.v read through this thread. Valuation upside Truly remarkable. At a C$55M market cap (now C$90M) $LIB.v is significantly undervalued. Scaling to 2M bpd could generate C$289M in annual cash flow potentially driving To understand the massive undervaluation of $VLTLF $LIB.v"
X Link 2025-10-23T14:03Z [---] followers, [----] engagements
"$NGEX.TO $NGEX β
BREAKING: Argentina president Milei's party set to win the country's mid-term election https://t.co/6PNGiWVy3A BREAKING: Argentina president Milei's party set to win the country's mid-term election https://t.co/6PNGiWVy3A"
X Link 2025-10-27T00:26Z [---] followers, [---] engagements
"$ASTS successfully performs IoT device testing with $BEW.V $BEW Endless possibilities https://www.newsfilecorp.com/release/272090/BeWhere-Holdings-Inc.-Successfully-Connects-IoT-Device-on-AST-SpaceMobiles-DirecttoDevice-Satellite-Network https://www.newsfilecorp.com/release/272090/BeWhere-Holdings-Inc.-Successfully-Connects-IoT-Device-on-AST-SpaceMobiles-DirecttoDevice-Satellite-Network"
X Link 2025-10-28T12:47Z [---] followers, [---] engagements
"$TPZ.TO $TPZ good illustration by @BubleQe for slow & steady value creation by Topaz. Using this illustrative slide (aligns with my model figures). Projected div yield on cost using 70% payout (standard payout %) & today's closing price. 1$65/$3 = $3.50/sh x .7 = 10% 2$75/$4 = $4.20/sh x .7 = 12% Note: I'm in the [----] $75/$4+ camp with marketing & hedgingβ https://t.co/7ceyYNhNYv Using this illustrative slide (aligns with my model figures). Projected div yield on cost using 70% payout (standard payout %) & today's closing price. 1$65/$3 = $3.50/sh x .7 = 10% 2$75/$4 = $4.20/sh x .7 = 12%"
X Link 2025-11-03T23:41Z [---] followers, [---] engagements
"$FTAI FTAI Aviation COO buys $1mm+ of shares FTAI Aviation COO buys $1mm+ of shares"
X Link 2025-11-13T22:36Z [---] followers, [---] engagements
"Added to the exiting position in $LMN.V seems like it should find its feet here after such a fall from alongside CSU TOI β
Initiated a new long term position in $GLNG Mr Market certainly seems to be sleeping on this a bit. #LNG"
X Link 2025-11-18T18:11Z [---] followers, [---] engagements
"There is good discussion around $TPZ.TO $TPZ as well from around 54th min in the episode Buy Tourmaline wake up rich says David Szybunka of Canoe Financial $TOU.to Watch the full episode: https://t.co/sjiQ0vqCRw https://t.co/EasXIlgBcy Buy Tourmaline wake up rich says David Szybunka of Canoe Financial $TOU.to Watch the full episode: https://t.co/sjiQ0vqCRw https://t.co/EasXIlgBcy"
X Link 2025-11-19T15:29Z [---] followers, [---] engagements
"$LIB.V $VLTLF a very important milestone achieved today on the path to commercialization. For those who may have missed it or haven't digest it yet. This $VLTLF $LIB.v news is a highly significant development for the U.S. #CriticalMineral supply chain Heres a real-life photo of the refining unit in #Texas. https://t.co/fKOuVLRTUA For those who may have missed it or haven't digest it yet. This $VLTLF $LIB.v news is a highly significant development for the U.S. #CriticalMineral supply chain Heres a real-life photo of the refining unit in #Texas. https://t.co/fKOuVLRTUA"
X Link 2025-12-01T15:15Z [---] followers, [----] engagements
"$GLNG $GLNG Argentinas Southern Energy has entered into an 8-year LNG supply agreement (2 mtpa) with SEFE beginning late [----]. The volumes account for roughly one-third of Southern Energys expected annual LNG production and primarily serve the Hilli FLNG. This deal represents https://t.co/hJ23Df7zbE $GLNG Argentinas Southern Energy has entered into an 8-year LNG supply agreement (2 mtpa) with SEFE beginning late [----]. The volumes account for roughly one-third of Southern Energys expected annual LNG production and primarily serve the Hilli FLNG. This deal represents https://t.co/hJ23Df7zbE"
X Link 2025-12-03T13:58Z [---] followers, [---] engagements
"Good discussion @GavinSBaker Now who else apart from Starlink has great Direct to Cell technology currently multiple years tech advantage & available for less than [---] trillion valuation π ( 30B actually ) β
$ASTS @AST_SpaceMobile "The most important thing in the next 3-4 years is data centers in space. In every way data centers in space from a first principles perspective are superior to data centers on earth. In space you can keep a satellite in the sun [--] hours a day. The sun is 30% more intense https://t.co/Z2ri4tLSTA "The most important thing in the next 3-4 years is data centers in"
X Link 2025-12-09T23:25Z [---] followers, [---] engagements
"$LIB.V $VLTLF Good to see @IntelligentCM @iancassel become shareholders in @LibertyStreamIP We participated in the recent financing with $LIB.V. Interesting setup in [----] with potential customer off-takes agreements with midstreamers alongside a Nasdaq listing as the only Lithium producer in the US. We participated in the recent financing with $LIB.V. Interesting setup in [----] with potential customer off-takes agreements with midstreamers alongside a Nasdaq listing as the only Lithium producer in the US"
X Link 2025-12-19T18:03Z [---] followers, [---] engagements
"$FTAI $FTAI First the $PLTR partnership and now FTAI officially enter the AI Data Center race Excited about FTAI Aviations launch of FTAI Power: converting runout CFM56 engines into 25MW turbines for AI data centers. Starting [----] with a 100+ units/year at $25M each and 40% EBITDA $FTAI First the $PLTR partnership and now FTAI officially enter the AI Data Center race Excited about FTAI Aviations launch of FTAI Power: converting runout CFM56 engines into 25MW turbines for AI data centers. Starting [----] with a 100+ units/year at $25M each and 40% EBITDA"
X Link 2025-12-30T15:59Z [---] followers, [---] engagements
"$FTAI starting the [----] on right foot to continue moving towards valuation it deserves"
X Link 2026-01-02T17:21Z [---] followers, [---] engagements
"@spacanpanman @michaelsikand @spacanpanman you may want to look at $LIB.V $VLTLF about to commercialize its low cost DLE tech at a much lower capex levels and faster timelines than its peers. Already has some strategic US partnerships and discussing off-take agreements. Here is a good summary of thesis: To understand the massive undervaluation of $VLTLF $LIB.v read through this thread. Valuation upside Truly remarkable. At a C$55M market cap (now C$90M) $LIB.v is significantly undervalued. Scaling to 2M bpd could generate C$289M in annual cash flow potentially driving To understand the"
X Link 2026-01-08T19:54Z [---] followers, [--] engagements
"$LUNR.V @LUNRroyalties has been on a great run since its listing. Curious to see what strategy @AdamLundin5 follows over next few years to acquire more royalties. Potentially a multi decade hold royalty in portfolio similar to $TPZ.TO (different sectors). @DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off from $NGEX.TO - Lundin group pedigree to be run by @AdamLundin5 - Potentially Franco Nevada kind of model - Long runway to acquire resource royalties (if not acquired in near/medium future) @DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off"
X Link 2026-01-14T15:23Z [---] followers, [---] engagements
"Good approach @AssetTraveller I have enabled DRIP on this and planning to coffee-can it for 10+ years. Difficult to find minimal maintenance companies for portfolio with as much quality as $TPZ $TPZ.TO Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better alignment for safe shareholder gains in this space. Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better"
X Link 2026-01-26T20:34Z [---] followers, [----] engagements
"$TOU.TO time and patience Buy Tourmaline wake up rich says David Szybunka of Canoe Financial $TOU.to Watch the full episode: https://t.co/sjiQ0vqCRw https://t.co/EasXIlgBcy Buy Tourmaline wake up rich says David Szybunka of Canoe Financial $TOU.to Watch the full episode: https://t.co/sjiQ0vqCRw https://t.co/EasXIlgBcy"
X Link 2025-11-18T20:36Z [---] followers, [---] engagements
"$GLNG great summary of the opportunity Experimenting with some AI tools and asked NotebookLM to make a slide deck for one my favorite pitches on VIC last year for $GLNG See results below https://t.co/QGTR3e8v96 Experimenting with some AI tools and asked NotebookLM to make a slide deck for one my favorite pitches on VIC last year for $GLNG See results below https://t.co/QGTR3e8v96"
X Link 2026-01-04T00:40Z [---] followers, [---] engagements
"Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower"
X Link 2026-01-22T19:28Z [---] followers, [----] engagements
"$LUNR.V continues showing strength. https://ca.finance.yahoo.com/news/lunr-royalties-corp-lunr-opens-153500057.html https://youtu.be/TuTtrKkGQKMsi=P8fzBYkqBKhsmgDz $LUNR.V @LUNRroyalties has been on a great run since its listing. Curious to see what strategy @AdamLundin5 follows over next few years to acquire more royalties. Potentially a multi decade hold royalty in portfolio similar to $TPZ.TO (different sectors). https://ca.finance.yahoo.com/news/lunr-royalties-corp-lunr-opens-153500057.html https://youtu.be/TuTtrKkGQKMsi=P8fzBYkqBKhsmgDz $LUNR.V @LUNRroyalties has been on a great run"
X Link 2026-01-29T18:21Z [---] followers, [---] engagements
"At what price does $KNSL become a compelling buy for long term hold perspective Management business and past performance looks impressive"
X Link 2026-01-12T19:05Z [---] followers, [---] engagements
"$FTAI has been a beast. Thanks @justfactstruth for sharing your continuous DD on this. $FTAI - from Compass Point FTAI this should be a huge catalyst for the stock. GE just announced on their Earnings call that they reached an agreement with FTAI Aviation to support servicing of CFM56 engines. On the call GE mentioned that they entered into a partnership $FTAI - from Compass Point FTAI this should be a huge catalyst for the stock. GE just announced on their Earnings call that they reached an agreement with FTAI Aviation to support servicing of CFM56 engines. On the call GE mentioned that they"
X Link 2026-01-22T13:45Z [---] followers, [---] engagements
"Something to ponder here is another side of coin for AI Narrative related to $CSU.TO $TOI.V $LMN.V as per Gemini Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower. Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower"
X Link 2026-01-25T05:12Z [---] followers, [----] engagements
"Added to $TOI.V position today. Nobody knows the bottom but I think price is closer to bottoming out. From what I understand AI would end up enhancing the bull case for Topicus. Willing to add more over next few weeks"
X Link 2026-01-30T17:31Z [---] followers, [---] engagements
"Todays new long term portfolio adds: $ARX.TO - could be a good opportunity to accumulate if it stays at these level or goes lower over next few months $FIH.U - proxy on value creation thru BIAL airport IPO & growth over next [--] to [--] years among many other assets in India"
X Link 2026-02-06T18:34Z [---] followers, [---] engagements
"@BubleQe @StephenKalil @VanIsleInvestor For what its worth (from Gemini)"
X Link 2026-02-06T18:47Z [---] followers, [--] engagements
"$TOU.TO Great interview with Mike Rose of @TourmalineOil πWeekly podcast w/ $TOU CEO Mike Rose We learned about The Berkley Days Montney 1st Innings & Canadian LNG Growth https://t.co/SvIZHsvV1e πWeekly podcast w/ $TOU CEO Mike Rose We learned about The Berkley Days Montney 1st Innings & Canadian LNG Growth https://t.co/SvIZHsvV1e"
X Link 2025-10-09T17:21Z [---] followers, [---] engagements
"Well written. Great display of Second-Order thinking by @JamieHeard5 $TOU.TO $TPZ.TO Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil Ratios (GOR) will mean gas lags this decline but gravity is https://t.co/mCqbd3jdDC Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil"
X Link 2026-01-31T16:15Z [---] followers, [---] engagements
"$FTAI $FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams $FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams"
X Link 2026-01-26T19:43Z [---] followers, [---] engagements
"$ASTS I could be totally off but there is a decent probability this may mean some kind of tech licensing or partnership for @blueorigin TeraWave and/or Space AI Data Centers"
X Link 2026-02-11T23:18Z [---] followers, 31.4K engagements
"$NGEX.TO $NGEX LUNR Royalty shares finally appearing after spinoff from @ngex_minerals Hope to add significantly to position after listing Potentially a never-sell coffeecan entry in the portfolio due to Lundin group pedigree Franco Nevada blueprint"
X Link 2025-10-31T19:21Z [---] followers, [----] engagements
"@DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off from $NGEX.TO - Lundin group pedigree to be run by @AdamLundin5 - Potentially Franco Nevada kind of model - Long runway to acquire resource royalties (if not acquired in near/medium future)"
X Link 2025-11-10T03:18Z [---] followers, [----] engagements
"$TOU.TO $TOU"
X Link 2025-11-24T15:43Z [---] followers, [---] engagements
"Good to see finally $TOU.TO $TOU starting to move. Thanks to some small trims from $ASTS been able to build full position in $TOU gradually and a decent one in $TPZ.TO Added to following positions after a tiny slice of first time trim from $ASTS profits : β
$TPZ.TO β
$LMN.V β
$MELI β
$NEXT β
$CNQ Next in line: A lot more $TOU.TO Added to following positions after a tiny slice of first time trim from $ASTS profits : β
$TPZ.TO β
$LMN.V β
$MELI β
$NEXT β
$CNQ Next in line: A lot more $TOU.TO"
X Link 2025-12-05T15:16Z [---] followers, [---] engagements
"$FFH.TO good episode on Prem Watsa and Fairfax https://podcasts.apple.com/ca/podcast/we-study-billionaires-the-investors-podcast-network/id928933489i=1000744639946 https://podcasts.apple.com/ca/podcast/we-study-billionaires-the-investors-podcast-network/id928933489i=1000744639946"
X Link 2026-01-11T15:39Z [---] followers, [---] engagements
"$GLSI https://www.globenewswire.com/news-release/2026/01/22/3223531/0/en/Greenwich-LifeSciences-Announces-FDA-Approves-Use-of-Commercially-Manufactured-GP2-in-FLAMINGO-01.html https://www.globenewswire.com/news-release/2026/01/22/3223531/0/en/Greenwich-LifeSciences-Announces-FDA-Approves-Use-of-Commercially-Manufactured-GP2-in-FLAMINGO-01.html"
X Link 2026-01-23T04:56Z [---] followers, [---] engagements
"Would this be $TOU.TO in [----] @BubleQe $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week. $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week"
X Link 2026-01-25T05:36Z [---] followers, [----] engagements
"$NEXT good high level summary on potential of @NextDecadeLNG The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://t.co/LwBVvxopWl The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://t.co/LwBVvxopWl"
X Link 2026-01-28T02:18Z [---] followers, [---] engagements
"$ASTS keeps delivering on complex engineering milestones BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we"
X Link 2026-02-11T01:34Z [---] followers, [---] engagements
"Added to both $TOU.TO and $TPZ.TO positions today with scope to add atleast 25% more to these positions. Longer they can stay at these or lower levels better the chance for future $ASTS trims to be deployed in these"
X Link 2026-02-11T23:01Z [---] followers, [---] engagements
"@thekookreport Yes $ASTS doesnt really need to try building AI Data Centers let @blueorigin + Amazon AWS do its thing for a IP Licensing fixed + variable component fees per year"
X Link 2026-02-11T23:31Z [---] followers, [---] engagements
"$LMN.V Press Release: Lumine Group Completes Acquisition of Synchronoss Technologies Read the full announcement: https://t.co/CvQ91a7IqV https://t.co/wEWq96ubCk Press Release: Lumine Group Completes Acquisition of Synchronoss Technologies Read the full announcement: https://t.co/CvQ91a7IqV https://t.co/wEWq96ubCk"
X Link 2026-02-13T14:53Z [---] followers, [---] engagements
"Press Release: Lumine Group Completes Acquisition of Synchronoss Technologies Read the full announcement: https://www.luminegroup.com/newsroom/lumine-group-completes-acquisition-of-synchronoss-technologies/ https://www.luminegroup.com/newsroom/lumine-group-completes-acquisition-of-synchronoss-technologies/"
X Link 2026-02-13T14:05Z [---] followers, [----] engagements
"$ASTS I could be totally off but there is a decent probability this may mean some kind of tech licensing or partnership for @blueorigin TeraWave and/or Space AI Data Centers"
X Link 2026-02-11T23:18Z [---] followers, 31.4K engagements
"Added to both $TOU.TO and $TPZ.TO positions today with scope to add atleast 25% more to these positions. Longer they can stay at these or lower levels better the chance for future $ASTS trims to be deployed in these"
X Link 2026-02-11T23:01Z [---] followers, [---] engagements
"$ASTS keeps delivering on complex engineering milestones BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we"
X Link 2026-02-11T01:34Z [---] followers, [---] engagements
"BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we invented built in America by our team in Texas.π€ πͺ AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest"
X Link 2026-02-11T01:30Z 22.8K followers, 182.4K engagements
"$LIB.V $VLTLF now we are taking. Well done @LibertyStreamIP The news that we all were waiting for $VLTLF $LIB.v signed a feedstock deal with Select water Select Water Solutions and LibertyStream Infrastructure Partners Announce Definitive Agreement to Build Out Commercial Lithium Carbonate Production Units in Texas; First 1000Tonne The news that we all were waiting for $VLTLF $LIB.v signed a feedstock deal with Select water Select Water Solutions and LibertyStream Infrastructure Partners Announce Definitive Agreement to Build Out Commercial Lithium Carbonate Production Units in Texas; First"
X Link 2026-02-09T12:46Z [---] followers, [---] engagements
"The news that we all were waiting for $VLTLF $LIB.v signed a feedstock deal with Select water Select Water Solutions and LibertyStream Infrastructure Partners Announce Definitive Agreement to Build Out Commercial Lithium Carbonate Production Units in Texas; First 1000Tonne Facility Slated for Commissioning by December 2026"
X Link 2026-02-09T12:11Z 13.5K followers, 10.6K engagements
"Todays new long term portfolio adds: $ARX.TO - could be a good opportunity to accumulate if it stays at these level or goes lower over next few months $FIH.U - proxy on value creation thru BIAL airport IPO & growth over next [--] to [--] years among many other assets in India"
X Link 2026-02-06T18:34Z [---] followers, [---] engagements
"if private equity can't buy any more software you know who will. We should see a record year for acquisitions at $CSU.TO"
X Link 2026-02-05T15:31Z 37.1K followers, 17K engagements
"Added to $TOI.V position today Added to $TOI.V position today. Nobody knows the bottom but I think price is closer to bottoming out. From what I understand AI would end up enhancing the bull case for Topicus. Willing to add more over next few weeks. Added to $TOI.V position today. Nobody knows the bottom but I think price is closer to bottoming out. From what I understand AI would end up enhancing the bull case for Topicus. Willing to add more over next few weeks"
X Link 2026-02-04T21:16Z [---] followers, [---] engagements
"Added to $TOI.V position today. Nobody knows the bottom but I think price is closer to bottoming out. From what I understand AI would end up enhancing the bull case for Topicus. Willing to add more over next few weeks"
X Link 2026-01-30T17:31Z [---] followers, [---] engagements
"Well written. Great display of Second-Order thinking by @JamieHeard5 $TOU.TO $TPZ.TO Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil Ratios (GOR) will mean gas lags this decline but gravity is https://t.co/mCqbd3jdDC Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil"
X Link 2026-01-31T16:15Z [---] followers, [---] engagements
"Interesting in Gas This Week - TPH out hard this week with tons of great macro work. They see oil production rolling in the US lead by the Bakken which they see declining by 60% over the next [--] years. Gas to Oil Ratios (GOR) will mean gas lags this decline but gravity is inevitable and Bakken Gas production will also start to turn over. This is great news for Canada who can cheaply slip into these Bakken servicing gas pipelines with minimal upstream expansion needs (and costs). - TPH also flags mobile power build out to add capacity for natural gas consumption of [--] bcfpd on top of the"
X Link 2026-01-30T20:21Z 15.4K followers, 16.4K engagements
"$LUNR.V continues showing strength. https://ca.finance.yahoo.com/news/lunr-royalties-corp-lunr-opens-153500057.html https://youtu.be/TuTtrKkGQKMsi=P8fzBYkqBKhsmgDz $LUNR.V @LUNRroyalties has been on a great run since its listing. Curious to see what strategy @AdamLundin5 follows over next few years to acquire more royalties. Potentially a multi decade hold royalty in portfolio similar to $TPZ.TO (different sectors). https://ca.finance.yahoo.com/news/lunr-royalties-corp-lunr-opens-153500057.html https://youtu.be/TuTtrKkGQKMsi=P8fzBYkqBKhsmgDz $LUNR.V @LUNRroyalties has been on a great run"
X Link 2026-01-29T18:21Z [---] followers, [---] engagements
"$LUNR.V @LUNRroyalties has been on a great run since its listing. Curious to see what strategy @AdamLundin5 follows over next few years to acquire more royalties. Potentially a multi decade hold royalty in portfolio similar to $TPZ.TO (different sectors). @DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off from $NGEX.TO - Lundin group pedigree to be run by @AdamLundin5 - Potentially Franco Nevada kind of model - Long runway to acquire resource royalties (if not acquired in near/medium future) @DeepSailCapital LUNR Royalties Corp (to be listed soon) - Recent spin-off"
X Link 2026-01-14T15:23Z [---] followers, [---] engagements
"$NEXT good high level summary on potential of @NextDecadeLNG The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://t.co/LwBVvxopWl The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://t.co/LwBVvxopWl"
X Link 2026-01-28T02:18Z [---] followers, [---] engagements
"The [----] LNG Wave: A Cash Cow Winner and A 10X Growth Opportunity (Cheniere Energy and NextDecade $LNG $NEXT) https://youtu.be/selRfyiNbDwsi=iKMqqW5fJV-UcpXe https://youtu.be/selRfyiNbDwsi=iKMqqW5fJV-UcpXe"
X Link 2026-01-28T01:12Z [----] followers, [----] engagements
"$NGEX.TO New year more to explore NGEx are well on track with its Phase [--] exploration program and already putting in place the pieces for our next step forward. Hear President & CEO Wojtek Wodzicki explain more #NoGutsNoGlory https://t.co/SkpoY6jA4e New year more to explore NGEx are well on track with its Phase [--] exploration program and already putting in place the pieces for our next step forward. Hear President & CEO Wojtek Wodzicki explain more #NoGutsNoGlory https://t.co/SkpoY6jA4e"
X Link 2026-01-27T14:10Z [---] followers, [---] engagements
"New year more to explore NGEx are well on track with its Phase [--] exploration program and already putting in place the pieces for our next step forward. Hear President & CEO Wojtek Wodzicki explain more #NoGutsNoGlory"
X Link 2026-01-27T00:18Z [----] followers, [----] engagements
"Good approach @AssetTraveller I have enabled DRIP on this and planning to coffee-can it for 10+ years. Difficult to find minimal maintenance companies for portfolio with as much quality as $TPZ $TPZ.TO Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better alignment for safe shareholder gains in this space. Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better"
X Link 2026-01-26T20:34Z [---] followers, [----] engagements
"Rinse and repeat on $TPZ. π lucky buy area.ππ [--]. Add on dips. [--]. Trim on rips. [--]. Harvest a growing dividend.I'm in this for the next 5+ years. Hard to find a better alignment for safe shareholder gains in this space. If it gets there $26.83 is my first buy spot for one of my favourite investments in the world. Loaded big below [--] as shared in real time. Topaz $TPZ Material Yearly Growth 10/10 Sustainable 5% Yield 95% Profit Margins Tough to find a safer Risk/Reward investment. https://t.co/IwmEMuRXzg If it gets there $26.83 is my first buy spot for one of my favourite investments in the"
X Link 2026-01-26T19:57Z [----] followers, [----] engagements
"$FTAI $FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams $FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams"
X Link 2026-01-26T19:43Z [---] followers, [---] engagements
"$FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams CEO of FTAI Aviation on Friday January [--] to catch up on recent developments for the company. We focused on FTAI 's new FTAIPower business and its recently announced agreement with CFM international the 50/50 joint venture between GE Aerospace and Safran International. In the FTAI Power business FTAI converts a CFM56 engine"
X Link 2026-01-26T19:08Z [----] followers, [----] engagements
"Would this be $TOU.TO in [----] @BubleQe $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week. $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week"
X Link 2026-01-25T05:36Z [---] followers, [----] engagements
"$ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high this past week. Alex Honnold taking a selfie at the top of Taipei [---] after free soloing the skyscraper. UNBELIEVABLE #SkyscraperLIVE https://t.co/czuxYkoVpY Alex Honnold taking a selfie at the top of Taipei [---] after free soloing the skyscraper. UNBELIEVABLE #SkyscraperLIVE https://t.co/czuxYkoVpY"
X Link 2026-01-25T04:53Z 43.8K followers, 19.9K engagements
"RT @spacanpanman: $ASTS: AST SpaceMobile shareholders after they've climbed a wall of worry for [--] years and enjoy a new all-time high thi"
X Link 2026-01-25T05:26Z [---] followers, [--] engagements
"Alex Honnold taking a selfie at the top of Taipei [---] after free soloing the skyscraper. UNBELIEVABLE #SkyscraperLIVE"
X Link 2026-01-25T02:49Z 41.6K followers, 1.1M engagements
"Something to ponder here is another side of coin for AI Narrative related to $CSU.TO $TOI.V $LMN.V as per Gemini Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower. Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower"
X Link 2026-01-25T05:12Z [---] followers, [----] engagements
"Added to $CSU.TO position. I think sentiments are worse than the actual reality faced by company these levels would look attractive in hindsight. Willing to add more if it goes even lower"
X Link 2026-01-22T19:28Z [---] followers, [----] engagements
"Couple more interesting points on same"
X Link 2026-01-25T05:21Z [---] followers, [---] engagements
"$GLSI https://www.globenewswire.com/news-release/2026/01/22/3223531/0/en/Greenwich-LifeSciences-Announces-FDA-Approves-Use-of-Commercially-Manufactured-GP2-in-FLAMINGO-01.html https://www.globenewswire.com/news-release/2026/01/22/3223531/0/en/Greenwich-LifeSciences-Announces-FDA-Approves-Use-of-Commercially-Manufactured-GP2-in-FLAMINGO-01.html"
X Link 2026-01-23T04:56Z [---] followers, [---] engagements
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