# ![@Toronto242M Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2340795848.png) @Toronto242M Investor in chaos and shortages

Investor in chaos and shortages posts on X about money, $csuto, $mu, if you the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2340795848/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2340795848/c:line/m:interactions.svg)

- [--] Week [-------] +143%
- [--] Month [---------] +18,324%
- [--] Months [---------] -42%
- [--] Year [---------] -46%

### Mentions: [--] [#](/creator/twitter::2340795848/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2340795848/c:line/m:posts_active.svg)

- [--] Month [--] -98%
- [--] Months [---] +791%
- [--] Year [---] +163%

### Followers: [---] [#](/creator/twitter::2340795848/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2340795848/c:line/m:followers.svg)

- [--] Week [---] +0.59%
- [--] Month [---] +2%
- [--] Months [---] +22%
- [--] Year [---] +27%

### CreatorRank: [-------] [#](/creator/twitter::2340795848/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2340795848/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  97% [stocks](/list/stocks)  49% [technology brands](/list/technology-brands)  25% [countries](/list/countries)  10% [cryptocurrencies](/list/cryptocurrencies)  8% [social networks](/list/social-networks)  8% [currencies](/list/currencies)  3% [fashion brands](/list/fashion-brands)  2% [products](/list/products)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[money](/topic/money) 17%, [$csuto](/topic/$csuto) #7, [$mu](/topic/$mu) #74, [if you](/topic/if-you) 10%, [$pypl](/topic/$pypl) 10%, [in the](/topic/in-the) 9%, [$csu](/topic/$csu) #10, [ai](/topic/ai) 9%, [$fro](/topic/$fro) #392, [investment](/topic/investment) #3140

**Top accounts mentioned or mentioned by**
[@barryschwartzbw](/creator/undefined) [@wearycenturion](/creator/undefined) [@commonsenseplay](/creator/undefined) [@bigpoppastonk](/creator/undefined) [@trendspider](/creator/undefined) [@jaguaranalytics](/creator/undefined) [@dividenddynasty](/creator/undefined) [@edfin](/creator/undefined) [@silversanta](/creator/undefined) [@valueinvest12](/creator/undefined) [@crudeoil231](/creator/undefined) [@varunvmalhotra](/creator/undefined) [@deepvalueco](/creator/undefined) [@alexj](/creator/undefined) [@gavmccracken](/creator/undefined) [@trendbullish](/creator/undefined) [@isaacpalmquist](/creator/undefined) [@petersamahaa](/creator/undefined) [@michaelsikand](/creator/undefined) [@0xb](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Frontline Ltd. (FRO)](/topic/$fro) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Bitcoin (BTC)](/topic/$btc) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [BHP Group Limited (BHP)](/topic/$bhp) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Golar LNG Ltd (GLNG)](/topic/$glng) [Mastercard, Inc. (MA)](/topic/$ma) [Mosaic Co (MOS)](/topic/$mos) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr) [West Fraser Timber Co. Ltd (WFG)](/topic/$wfg) [Southern Copper Corporation (SCCO)](/topic/$scco) [Credit Suisse Group (CS)](/topic/$cs) [Costco Hot Dog (COST)](/topic/$cost) [Costco Wholesale Corporation (COST)](/topic/costco) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Now Coin (NOW)](/topic/$now) [S&P Global Inc (SPGI)](/topic/$spgi) [BlackBerry Limited (BB)](/topic/blackberry) [Apple, Inc. (AAPL)](/topic/$aapl) [BounceBit (BB)](/topic/$bb) [Walmart, Inc. (WMT)](/topic/$wmt) [Nike Inc (NKE)](/topic/$nke) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Nope. Buying at the top and holding at the top are the same both create massive opportunity cost. Imagine putting $5000 into $MU instead of $CSU. The opportunity cost of either owning or buying $CSU.to at the top 800%. Cost will become even greater in the years to come. @varunv_malhotra @deepvalueco Big difference between buying at $5000 and holding at $5000. @varunv_malhotra @deepvalueco Big difference between buying at $5000 and holding at $5000"  
[X Link](https://x.com/Toronto242M/status/2022383439312507147)  2026-02-13T18:52Z [---] followers, [---] engagements


"Criminal environments can still host profitable operations. Mining operated in Peru during Shining Path. Oil flowed in Nigeria amid militant violence. Energy companies were in Iraq during instability. Markets overreact to violent headlinesthen re-rate upwards in time. $vzla @Alex__j @GavMcCracken Vizsla has shown that investing in Sinaloa is a bad idea. I was stupid enough to think the risks there could be managed. What amazes me is that even after this incident how many people are still trying to claim that its all really no big deal @Alex__j @GavMcCracken Vizsla has shown that investing in"  
[X Link](https://x.com/Toronto242M/status/2022574649075237290)  2026-02-14T07:32Z [---] followers, [---] engagements


"There is way too much money at stake in $vzla for its mine to not be operating. It will work out in Mexico eventually. Same situation in the Congo for $afm. The best #tin deposit in the world is gushing cash even though it is practically in a war zone. $afm.to. Criminal environments can still host profitable operations. Mining operated in Peru during Shining Path. Oil flowed in Nigeria amid militant violence. Energy companies were in Iraq during instability. Markets overreact to violent headlinesthen re-rate upwards in time. $vzla Criminal environments can still host profitable operations."  
[X Link](https://x.com/Toronto242M/status/2022576269976838165)  2026-02-14T07:38Z [---] followers, [---] engagements


"This is exactly what you want to get rid of excess supply which eventually leads to shortages. When lumber bottoms $ifp $wfg will be easy multi baggers. Watch these names in [----]. @trend_bullish They are closing down mills all over in BC where I live @trend_bullish They are closing down mills all over in BC where I live"  
[X Link](https://x.com/Toronto242M/status/1978781629897224660)  2025-10-16T11:14Z [---] followers, [---] engagements


"The irony is China wants low #copper prices yet it built so many smelters that TC/TR collapsed even turned negative. When TC/TR drops its a leading indicator that copper prices are about to rise which China doesn't want. $ivn.to $copx $scco $cs Stmt from gov't of Japan Spain and Korea below is unbelievable bullish for #copper. TC/TR collapsed into unsustainable levelseven turning negativeas smelters outbid each other for scarce concentrate. This signals future smelter cutbacks and tighter refined copper supply. $fcx Stmt from gov't of Japan Spain and Korea below is unbelievable bullish for"  
[X Link](https://x.com/Toronto242M/status/1992424930135478446)  2025-11-23T02:48Z [---] followers, [---] engagements


"@isaac_palmquist @petersamahaa @TrendSpider You can still make 80% shorting #quantum. None of these research projects are ready for primetime. Most of the companies will go to zero. I've been short $rgti from $28 and I add every $3 dollars down. Short #quantum and long #memory are the two fattest pitches right now. $mu"  
[X Link](https://x.com/Toronto242M/status/2021974754195124609)  2026-02-12T15:48Z [---] followers, [--] engagements


"I added to $FRO at $22 as others sold at $23. Markets move on investor behavior not headlines. I expected buyers to emerge below $23and they did. Investing isnt about single data pointsits about trends. #Tankers are in an uptrend. The $FRO chart is attracting technical traders on breakout potential not daily lease noise. $FRO was still trending higher at $23. Money will pour into $fro until chart trend reverses. Investing isnt about single data pointsits about trends. #Tankers are in an uptrend. The $FRO chart is attracting technical traders on breakout potential not daily lease noise. $FRO"  
[X Link](https://x.com/anyuser/status/2016681533671883147)  2026-01-29T01:15Z [---] followers, [---] engagements


"#memory $mu is about the fattest pitch you'll see in your life and you only want to make it 1% if your portfolio Even at 10% equity and some calls I'm underweight. @michaelsikand Make it 1% of you portfolio and walk away for [--] years @michaelsikand Make it 1% of you portfolio and walk away for [--] years"  
[X Link](https://x.com/anyuser/status/2018543367161045272)  2026-02-03T04:33Z [---] followers, [---] engagements


"If youre good at building wealth a certain way why switch to something you dont understand Just keep doing what works. Ive been fortunate to make money using a simple strategy: investing in chaos and shortages. Ive never felt the need to change it. $mu $gdx $silj $fro $fcx Okay so lets say you hit a significant number in your portfolio. $500k $1 million $5 million whatever. When do you start preserving your wealth and where Bonds Real estate Consumer staples Utilities I need ideas. Okay so lets say you hit a significant number in your portfolio. $500k $1 million $5 million whatever. When do"  
[X Link](https://x.com/Toronto242M/status/2018551944143638962)  2026-02-03T05:07Z [---] followers, [---] engagements


"Stubbornness and pride are fatal traits for investors. If you cant admit mistakes or learn from them the market will teach you anyway. You get what you deservethats how it works. Thats been the fate of $PYPL bulls for the past three years and more recently $csu $csu.to $PYPL Its easy to crap on people on days like today You wont catch me ridiculing anyone for losing money Its not a good look and it has a nasty habit of coming back to bite you Laughing at others misfortunes is about as low as it gets There are unseen consequences in this $PYPL Its easy to crap on people on days like today You"  
[X Link](https://x.com/anyuser/status/2018808048215847364)  2026-02-03T22:05Z [---] followers, [---] engagements


"You need to compare Whole Foods revenue at the time $amzn bought it until now. Moreover Whole Foods doesn't compete with Walmart and is probably growing slower than $cost. Statement below makes no common sense. Amazon is now selling $150 billion in groceries per year yet there's been no impact to Walmart or Costco's comps. Curious who this is coming at the expense of. Amazon is now selling $150 billion in groceries per year yet there's been no impact to Walmart or Costco's comps. Curious who this is coming at the expense of"  
[X Link](https://x.com/anyuser/status/2019958750350848377)  2026-02-07T02:17Z [---] followers, [---] engagements


"A clueless statement. No investor really knows what's in $nvda's pipeline. If we did we would have bought the stock at $75. So much nonsense on #twitter /x @0xb____ @Citrini7 Exactly and I can't understand why don't more people understand this Nvidia isn't going to take advantage of any of these AI advances in design until it's too late for them they'll essentially be sitting on their hands and that's why they'll lose. @0xb____ @Citrini7 Exactly and I can't understand why don't more people understand this Nvidia isn't going to take advantage of any of these AI advances in design until it's"  
[X Link](https://x.com/anyuser/status/2019971171312365797)  2026-02-07T03:07Z [---] followers, [---] engagements


"The purpose of AI is to replace an existing process. A lot of people are scared of this. That's why it is the hot topic of the day. Common sense [---]. @dhanesh500 Why is every AI post about something being over @dhanesh500 Why is every AI post about something being over"  
[X Link](https://x.com/Toronto242M/status/2020451481359466904)  2026-02-08T10:55Z [---] followers, [---] engagements


"They compare to publicly traded peers. @LeylaKuni How are they even able to come up with vol @LeylaKuni How are they even able to come up with vol"  
[X Link](https://x.com/Toronto242M/status/2020684901704724511)  2026-02-09T02:23Z [---] followers, [---] engagements


"A stunning lack of common sense and clear thinking if you think there's a problem when a stock trading at 130x drops to 30x. It is supposed to happen. It would be a problem if it continued to trade at 130x. Some people really should have someone else manage their money. $now @TrendSpider Value trap or buying opportunity 30x earnings seems reasonable but the drop from 130x raises some eyebrows @TrendSpider Value trap or buying opportunity 30x earnings seems reasonable but the drop from 130x raises some eyebrows"  
[X Link](https://x.com/Toronto242M/status/2021036181614694872)  2026-02-10T01:39Z [---] followers, [---] engagements


"You make terrible decisions if you don't ask the right question. Dude below should have asked why do you think $csu will be the same company in the future as it was in the past $csu.to @BarrySchwartzBW Sellers of $CSU.TO stock please explain to the group why you hate compounding https://t.co/TJXO0AYEfd Sellers of $CSU.TO stock please explain to the group why you hate compounding https://t.co/TJXO0AYEfd"  
[X Link](https://x.com/Toronto242M/status/2021048587141231102)  2026-02-10T02:28Z [---] followers, [---] engagements


"Not having a good year when you own $csu.to and $spgi. So many investment managers live in the past and think that past performance lasts forever. I think the market is wrong here on some infotech names. Ratings by trusted authorities becomes much more valuable in an AI driven world. Owning proprietary data sets becomes much more valuable as AI cannot disrupt it. I think the market is wrong here on some infotech names. Ratings by trusted authorities becomes much more valuable in an AI driven world. Owning proprietary data sets becomes much more valuable as AI cannot disrupt it"  
[X Link](https://x.com/Toronto242M/status/2021367285609529451)  2026-02-10T23:34Z [---] followers, [---] engagements


"Investors who predict the future win. Remember #BlackBerry $BB It was once the best smartphone on the market. Then the iPhone arrived and crushed it. Those who saw the shift bought $AAPL. Those anchored to the past stayed in $BB and paid for it. Happening with $csu $csu.to now. @Toronto242M @BarrySchwartzBW What proof do you have otherwise Everyone is trying to predict the future - Ill let the numbers decide. @Toronto242M @BarrySchwartzBW What proof do you have otherwise Everyone is trying to predict the future - Ill let the numbers decide"  
[X Link](https://x.com/anyuser/status/2021837458627780944)  2026-02-12T06:43Z [---] followers, [---] engagements


"Investing is about anticipating the future not analyzing the past. If you cant do that get a financial manager who can. Im long $MU because the #memory shortage could create life-changing wealth. The founders of $amzn $msft $wmt $nke all saw the future and created fortunes @Toronto242M Are you using tarot cards or the crystal ball People who think they can predict the future often lose. Investors who stay disciplined with their approach and strategy while accounting for different possibilities are the ones who win in the long run. Its not about predicting @Toronto242M Are you using tarot"  
[X Link](https://x.com/Toronto242M/status/2021976698233766328)  2026-02-12T15:56Z [---] followers, [---] engagements


"$csu will never be the company it once was. Law of large numbers. It will be re-rated with a lower mulitiple as an average grower $mu is in an oligopoly with only [--] other competitors. Will get re-rated with a higher multiple and is not the company of the past Look forward. @Toronto242M Not many people can successfully anticipate the future - accounting for multiple potential futures and pricing those in is where success is found. Are you suggesting at todays prices you think MU will outperform CSU over the next 3-5 years @Toronto242M Not many people can successfully anticipate the future -"  
[X Link](https://x.com/Toronto242M/status/2022111003866280158)  2026-02-13T00:50Z [---] followers, [---] engagements


"The below is project for AI. See what #ChatGPT or #Gemini think about the "worth" of an Olympic gold medal for different sports"  
[X Link](https://x.com/Toronto242M/status/2022410603143586169)  2026-02-13T20:40Z [---] followers, [--] engagements


"@KPHouston24 @JaguarAnalytics $rivn might turn out to be a story stock because of the new R2. The market loves a good story more than it loves profits and valuation. Look at $pltr $tsla. Both overvalued but with good stories"  
[X Link](https://x.com/Toronto242M/status/2022581257469858247)  2026-02-14T07:58Z [---] followers, [--] engagements


"The greatest opportunity for $ is to ride bubbles up and short them on the way down. I'm long the #gold bubble which still has some runway but always looking for the next great bubble. Happy to be short the quantum computing bubble @rgti. while short $csu.to for fun. China metals & mining Gold post GFC 3D printing Shale Cannabis Weve had rolling bubbles basically since I started investing in [----] China metals & mining Gold post GFC 3D printing Shale Cannabis Weve had rolling bubbles basically since I started investing in 2010"  
[X Link](https://x.com/Toronto242M/status/1990034733355470929)  2025-11-16T12:30Z [---] followers, [---] engagements


"@RockBtmEntries @Tufvas @MLPotash Do you seriously think that #banio is going to start up by mid-2027. Laughble. It took $BHP [--] years to bring Jansen online. By the way the Jansen deposit was discovered in the 1940s"  
[X Link](https://x.com/Toronto242M/status/1990490563368657349)  2025-11-17T18:41Z [---] followers, [---] engagements


"Markets will continue to go up as long as every G7 country plus China runs huge budget deficits. All that money has to go somewhere. It will go into $spy #gold and $btc. Real estate goes up only if there's at least a 1% cut in interest rates. At current valuation $spy is baking in 14% EPS growth for [----]. Over the past [--] years 14%+ annual EPS growth has been achieved [--] times. Three of those years (84' 88' 03') were strong recovery years. Two were commodity-boom associated (05' and 06'). [----] was due entirely At current valuation $spy is baking in 14% EPS growth for [----]. Over the past 50"  
[X Link](https://x.com/Toronto242M/status/1990556958617973155)  2025-11-17T23:05Z [---] followers, [---] engagements


"$PYPL holders: if you want to save your portfolio look at #tankers. Ship shortage rates near ATHs $FRO has double-digit dividend yield. Tankers have every type of buyerdividend fundamental technical momentum $PYPL doesnt have any of this.@weary_centurion @DividendDynasty"  
[X Link](https://x.com/Toronto242M/status/1990605686145986757)  2025-11-18T02:19Z [---] followers, [---] engagements


"If your thesis is be patient youre in the wrong investment. You've just admited that you bought the wrong company. Own something thats executing today and putting money in your pocket now. Looking at you: $lulu $duol $adbe $pypl Why not own $mu which is working now $PYPL might just be one of the most slept on stocks in the entire market right now. Time and patience $PYPL might just be one of the most slept on stocks in the entire market right now. Time and patience"  
[X Link](https://x.com/Toronto242M/status/1990611009401172067)  2025-11-18T02:40Z [---] followers, [---] engagements


"@njacobs22 @joey64444172 @VladTheInflator A #ponzi is when you raise capital at high interest from new investors to pay old investors. Eventually you run out of new money and it all blows up. The collapse of $MSTR is inevitable. $BTC"  
[X Link](https://x.com/Toronto242M/status/1990624604705214535)  2025-11-18T03:34Z [---] followers, [--] engagements


"I'm one of the few on twitter who is short $csu.to when everyone is buying the dip. Love seeing insider sales for $Csu. Will cover at $2700 $CSU Constellation Software - Barry Symons sells [----] shares for approx. $8260625 https://t.co/MLHicJiyQT $CSU Constellation Software - Barry Symons sells [----] shares for approx. $8260625 https://t.co/MLHicJiyQT"  
[X Link](https://x.com/Toronto242M/status/1990958735548694976)  2025-11-19T01:42Z [---] followers, [---] engagements


"@TrumpetCapital @commonsenseplay You can make a crazy amount shorting even after a stock is down 70%. $PTON peaked at $170. I started shorting at $52 and added every $5 down to $10 where I covered. Some shorts are just obvious. You could have shorted $PTON at $20 and still made 50%. $rgti is a $pton type short"  
[X Link](https://x.com/Toronto242M/status/1991049137274442045)  2025-11-19T07:41Z [---] followers, [--] engagements


"No mandatory hedging in the new loan facility massive win. You dont want to hedge production in a bull market. Even dilution 25% above todays price is worth it to avoid the hedging usually required in mining loans. $vzla.to"  
[X Link](https://x.com/Toronto242M/status/1991483633610391794)  2025-11-20T12:27Z [---] followers, [---] engagements


"@lucastos @TgMacro The $btc whales are dumping. This moves markets and makes the chart bearish which leads to even more selling. This is going to bad for the $btc minnows who will be holding $btc at much lower prices"  
[X Link](https://x.com/Toronto242M/status/1991655255235580296)  2025-11-20T23:49Z [---] followers, [--] engagements


"There are degrees to under/over valued. Undervalued can become even more undervalued. Buying $Meli at this price seems so random. Why not buy it at one of the Fibonacci support levels @InvestiBrew Youll never know the right time though. Youll only know overvalued/undervalued I think its undervalued @InvestiBrew Youll never know the right time though. Youll only know overvalued/undervalued I think its undervalued"  
[X Link](https://x.com/Toronto242M/status/1991974984949047632)  2025-11-21T21:00Z [---] followers, [---] engagements


"$PSIX is hitting capacity limitsit cant grow without more production. Earlier growth came from available factory space but manufacturing needs new factories to scale. The market is re-rating $PSIX to a lower multiple. Imagine how degenerate mr market is when $PSIX has p/e of [--]. Yes [--]. Now go check their growth. Do the math. It's that easy. Imagine how degenerate mr market is when $PSIX has p/e of [--]. Yes [--]. Now go check their growth. Do the math. It's that easy"  
[X Link](https://x.com/Toronto242M/status/1991977192352620997)  2025-11-21T21:09Z [---] followers, [---] engagements


"Tourists are arriving@JSpitTrades just joined the #tanker trade. If his 28k followers chase $FRO will go from overvalued to very overvalued. #FOMO is about to start in the the 5th inning of this trade. @ed_fin $FRO one of the best looking names in the market Energy holding up pretty well today Thinking the group starts to lead (to the upside) soon https://t.co/JZSwfxluiY $FRO one of the best looking names in the market Energy holding up pretty well today Thinking the group starts to lead (to the upside) soon https://t.co/JZSwfxluiY"  
[X Link](https://x.com/Toronto242M/status/1992055771698479472)  2025-11-22T02:21Z [---] followers, [---] engagements


"The yield on that trade is 12%. What CD gives you 12% @pepemoonboy @BabaYaga4000 Put the 52k into a high yield certificate of deposit @pepemoonboy @BabaYaga4000 Put the 52k into a high yield certificate of deposit"  
[X Link](https://x.com/Toronto242M/status/1992157929387217392)  2025-11-22T09:07Z [---] followers, [---] engagements


"Public debt keeps rising and the global balance sheet has to balance so private assets inflate. Without a major rotation out of equities P/Es go up not down. Using past P/Es as anchors doesnt work in a world of exploding public-sector debt. Eventually every single stock will end up trading at a single-digit P/E multiple. Plan accordingly. Eventually every single stock will end up trading at a single-digit P/E multiple. Plan accordingly"  
[X Link](https://x.com/Toronto242M/status/1992160944202637321)  2025-11-22T09:19Z [---] followers, [---] engagements


"Stmt from gov't of Japan Spain and Korea below is unbelievable bullish for #copper. TC/TR collapsed into unsustainable levelseven turning negativeas smelters outbid each other for scarce concentrate. This signals future smelter cutbacks and tighter refined copper supply. $fcx @Silver__Santa If both @silver_santa and @GoldForecast read this and maintain a bearish copper tilt based on inventory build its clear they do very superficial click-bate research. https://t.co/F3exOfnJgi @Silver__Santa If both @silver_santa and @GoldForecast read this and maintain a bearish copper tilt based on"  
[X Link](https://x.com/Toronto242M/status/1992421289034973589)  2025-11-23T02:33Z [---] followers, [---] engagements


"$V's CFO says consumer spending is fine. $PYPL says its soft. $PYPL is using the weak consumer story to hide its own business problems. $PYPL is dead money but the mega bulls still cant see it huge opportunity cost. @JuanRodrig07 @weary_centurion $V CFO this week on the state of the consumer: "But again all spend categories being stable to Q3 and Q4. And so strong quarter and very very stable. We tend to be very data-driven on these things. Obviously we see the headlines as well and recognize that there's a level of $V CFO this week on the state of the consumer: "But again all spend"  
[X Link](https://x.com/Toronto242M/status/1992571990000165213)  2025-11-23T12:32Z [---] followers, [---] engagements


"You didn't have to buy credit default swaps during the great financial crisis to make a killing. I shorted #Lehman Brothers #Countrywide and a bunch of other financials that were exposed to housing. Basically the entire banking sector was a short. That was the best time ever. @commonsenseplay Dude I sold mortgages in NJ in [----] -- the bet Burry did was the most OBVIOUS BET EVER -- and I saw it but unlike Burry who could buy Credit Default Swaps the average investor couldn't. Guy is not a genius and he so thick he doesn't get what is happening now. HE is a [--] trick @commonsenseplay Dude I sold"  
[X Link](https://x.com/Toronto242M/status/1993152343534452872)  2025-11-25T02:58Z [---] followers, [---] engagements


"@AyusoValue A lot of bad things can happen to $glng between now and the time cash starts flowing. Investors are pricing $glng as a "show us the money" stock. Until then stock is going nowhere"  
[X Link](https://x.com/Toronto242M/status/1993417729202622730)  2025-11-25T20:33Z [---] followers, [---] engagements


"@SemperVigilant1 #Tulips were by far the most interesting asset in history. I don't think anything will ever match the tulip bubble a few hundred years ago. I highly recommend reading about this once-for-all-time bubble"  
[X Link](https://x.com/Toronto242M/status/1994948746032071088)  2025-11-30T01:57Z [---] followers, [---] engagements


"$aris.to. It keeps hitting new all-time highs even though #gold has not. Any #miner that shows that kind of relative strength must be owned. Importantly it is still undervalued compared to its peers. What more can you want You only have a limited amount of money and you can't buy every miner out there. You need to focus on the highest upside miners with the highest leverage. Yes some miners will be jealous for being left out. But I only want the best of the best of the best.😇 You only have a limited amount of money and you can't buy every miner out there. You need to focus on the highest"  
[X Link](https://x.com/Toronto242M/status/1995274112038760650)  2025-11-30T23:29Z [---] followers, [--] engagements


"@charlesbonnerjr $GLNG is a story stock but the market only pays up for stories in tech. In every other sector the market pays for cash flow not narratives"  
[X Link](https://x.com/Toronto242M/status/1995652529024286977)  2025-12-02T00:33Z [---] followers, [---] engagements


"@kingtutcap @pennycheck $JOBY is classic emerging tech valuation miles ahead of fundamentals. Pricing in a 5-year outlook is fantasy. Sub-$10 billion market cap actually makes sense"  
[X Link](https://x.com/Toronto242M/status/1995997172681109896)  2025-12-02T23:23Z [---] followers, [---] engagements


"@LeveragedFun @TheRayMyers $PYPL averaged a [--] PE historically. Its [--] now. So at best maybe a 2x. Anyone calling for a 10x is dreaming. And if $PYPL ever trades above [--] again buybacks are gone too pricey. $V and $MA PE is around [--]. Bulls still dont get it. $pypl valuation will never be $v or $ma"  
[X Link](https://x.com/Toronto242M/status/1996604541068800139)  2025-12-04T15:36Z [---] followers, [--] engagements


"A dead cat bounce at a 52-week low does not indicate if a $duol is a quality stock. It doesn't say anything except that stocks almost always bounce at 52-week lows. $DUOL up more than 2% today and now over 28% above the [--] week low. If all you ever did was buy high-quality stocks at the 200-week moving average you would beat the S&P [---] by a large margin over time. Duolingo is undoubtedly a high-quality stock. Disagree Prove me wrong. https://t.co/NcmWPU53Pm $DUOL up more than 2% today and now over 28% above the [--] week low. If all you ever did was buy high-quality stocks at the 200-week"  
[X Link](https://x.com/Toronto242M/status/1998488630449549543)  2025-12-09T20:23Z [---] followers, [---] engagements


"@AllVentured Multiple expansion is slow. If elevated #tanker rates dont last 9+ months the PE wont fully re-rate. Thats the pain of owning commodity businesses. $FRO #silver #gold"  
[X Link](https://x.com/Toronto242M/status/1998665330546397413)  2025-12-10T08:05Z [---] followers, [---] engagements


"AI doesnt change anything for $CSU.TO. The problem is scale: its simply too large to keep growing 20% a year. So the multiple is compressing. Only a huge acquisition could move the needle and there arent many large companies left to buy. @BarrySchwartzBW $csu.to tax loss selling weighing on it now plus the bearish thesis around the impact of AI on its business model. Bottom by months end $csu.to tax loss selling weighing on it now plus the bearish thesis around the impact of AI on its business model. Bottom by months end"  
[X Link](https://x.com/Toronto242M/status/1999197269258547641)  2025-12-11T19:19Z [---] followers, [---] engagements


"Stocks rise when people want them. Does anyone want to buy $PDD If you cant answer that fundamentals are irrelevant. Buy stocks others will chase. Buying something no one else wants is a lack of common sense. Sentiment is more important than fundamentals. @weary_centurion @BCValueInvestor Fair but my convinction is built on the company fundamentals and hours of study @BCValueInvestor Fair but my convinction is built on the company fundamentals and hours of study"  
[X Link](https://x.com/Toronto242M/status/1999200389187477938)  2025-12-11T19:31Z [---] followers, [---] engagements


"The US imports 90% of its #potash a critical mineral in the production of food. USA lifting sanctions on Belarus potash will crush potash prices and help American farmers. $mos $ntr should be easy shorts in [----]. Won't go near fertilizer until [----]. https://investingnews.com/daily/resource-investing/agriculture-investing/potash-investing/top-potash-countries-by-production/ We've been saying the same thing for months. Potash/Fertilizer plays are a GO $MOS has been on the radar. https://t.co/UlZiUA1zNd https://t.co/I18dJgFm0a"  
[X Link](https://x.com/Toronto242M/status/2000185703179657404)  2025-12-14T12:46Z [---] followers, [---] engagements


"I'm going short $mos $ntr Monday. Pay attention to what's going on in the world. From #perplexity: @Prof_heist $NTR - week Interesting you say this as I entered this week off TL break. If price makes it over the flip zone could be a place to add. https://t.co/q9epGtpBNV @Prof_heist $NTR - week Interesting you say this as I entered this week off TL break. If price makes it over the flip zone could be a place to add. https://t.co/q9epGtpBNV"  
[X Link](https://x.com/Toronto242M/status/2000189461615780002)  2025-12-14T13:01Z [---] followers, [----] engagements


"Short $vale and $pbr and you effectively own $ewz without them. @hkuppy I am a regular $EWZ buyer a addict at one point EWZ traded below book. Only problem Vale and PBR are 18% of the whole index. Long B3 Long Suzano https://t.co/0J0qsGuhV7 @hkuppy I am a regular $EWZ buyer a addict at one point EWZ traded below book. Only problem Vale and PBR are 18% of the whole index. Long B3 Long Suzano https://t.co/0J0qsGuhV7"  
[X Link](https://x.com/Toronto242M/status/2000368764190400695)  2025-12-15T00:54Z [---] followers, [---] engagements


"For backward-looking analysis Twitter/X has you covered plenty of people driving forward while staring in the rearview mirror. $csu.to @atd @BarrySchwartzBW Constellation Software is trading at it's most attractive valuation in [--] years. FCF/yield 3.62% FWD P/E 29.55x P/S Ratio 6.19x $CSU.TO https://t.co/2sviqRYU2C Constellation Software is trading at it's most attractive valuation in [--] years. FCF/yield 3.62% FWD P/E 29.55x P/S Ratio 6.19x $CSU.TO https://t.co/2sviqRYU2C"  
[X Link](https://x.com/Toronto242M/status/2000397537069658262)  2025-12-15T02:48Z [---] followers, [---] engagements


"Theres no fair value for #gold or #silver. No cash flows to discount analysis. Metals and commodities (including #copper) trade on technicals and charts always have. So is @CarloFerlauto relying on technicals after claiming that you can't make money using charts"  
[X Link](https://x.com/Toronto242M/status/2004299059608408497)  2025-12-25T21:11Z [---] followers, [---] engagements


"Getting "paid to wait" is the dumbest investment idea around. Why not buy stocks where you don't have to wait Practically everyone can find [--] stocks that are on the move now. $mu $b $copx Leo loves $WCP.TO one of his favorite stocks but he does not own it. The thing he says he likes the most is that you get "paid to wait." something the team at NCP has been hearing bout this company since Adam and Eve era. Leo loves $WCP.TO one of his favorite stocks but he does not own it. The thing he says he likes the most is that you get "paid to wait." something the team at NCP has been hearing bout"  
[X Link](https://x.com/Toronto242M/status/2004300538578649234)  2025-12-25T21:17Z [---] followers, [---] engagements


"$MU is cyclical but value investors buy the cheap multiple and technical traders buy the chart. Demand for shares from those two buyer groups alone can drive $mu and $sndk higher. Fundamentals matter but knowing who the buyers and sellers are matters more. @Mr_Derivatives MU's multiple looks cheap until you remember it's cyclical as hell @Mr_Derivatives MU's multiple looks cheap until you remember it's cyclical as hell"  
[X Link](https://x.com/Toronto242M/status/2005947550809854413)  2025-12-30T10:22Z [---] followers, [---] engagements


"The DRAM market has changed. #Memory is now tied to AI. If you think the AI cycle is over then #memory is done. If not $MU still has a long way to go. Memory is the last AI sector left data centers energy and training chips already ran. Maybe juice left in inference $amd. @hamids Tell me youve never been a DRAM investor without telling me youve never been a DRAM investor. @hamids Tell me youve never been a DRAM investor without telling me youve never been a DRAM investor"  
[X Link](https://x.com/Toronto242M/status/2006078927455019186)  2025-12-30T19:04Z [---] followers, [---] engagements


"The analysis below was a waste of time. If the messaging from $pypl CEO and CFO is not positive that's all you need to know to determine whether you should buy or sell the stock. PayPal $PYPL: A deep numbers dive I spent the last week (yes Ill never get that time back) pulling apart PayPals financials. What did I find At least [--] different volume streams all with unique growth and margin profiles. Some are rarely mentioned others discussed https://t.co/eKanz7GTX9 PayPal $PYPL: A deep numbers dive I spent the last week (yes Ill never get that time back) pulling apart PayPals financials. What"  
[X Link](https://x.com/Toronto242M/status/2006346462490493341)  2025-12-31T12:47Z [---] followers, [---] engagements


"The $JD deep dive has been done to death on #Twitter/X. Everyone knows its cheap with decent fundamentals. Nothing new. $JD wont move until technical buyers step in. Right now the chart is neutral not enough buyers or sellers to drive the stock Be useful and find a hidden gem $JD The only legitimate bear case I can find is geopolitical risk It is not a business in decline I will be doing a deep dive at some point I have noticed there is a lot of interest in this name Delisting is the biggest threat but thats unlikely imo US funds are in heavy https://t.co/KwZgVSYD9b $JD The only legitimate"  
[X Link](https://x.com/Toronto242M/status/2006359400802599374)  2025-12-31T13:38Z [---] followers, [---] engagements


"@Gfalz55 @commonsenseplay $RGTI is probably the easiest short since $pton. The CEO is practically telling you to sell the stock and that $rgti is not a good invesment at this time. This is from #perplexity:"  
[X Link](https://x.com/Toronto242M/status/2006442263757598910)  2025-12-31T19:08Z [---] followers, [--] engagements


"This is the first #gold rally in [--] years driven by central banks buyers who dont sell. The U.S. weaponized the USD pushing countries like Russia and China to accumulate gold as reserves. Past rallies were speculative flips. Thats why this time is different. @JimPGillies Bingo. Bingo times a million. Meanwhile all the gold bugs are saying how it's different this time. @JimPGillies Bingo. Bingo times a million. Meanwhile all the gold bugs are saying how it's different this time"  
[X Link](https://x.com/Toronto242M/status/2006822137718518200)  2026-01-01T20:17Z [---] followers, [---] engagements


"@luk95662 @commonsenseplay Quantum will not have many winners. Most projects will fail. My bet: a couple from Asia and either $GOOGL or $IBM succeed in [--] years. I hear nothing coming out of Europe. Everyone else goes bankrupt. This is what #quantum investors miss. $IONQ $rgti $qbts @jrouldz @CHB1284"  
[X Link](https://x.com/Toronto242M/status/2006897644589957528)  2026-01-02T01:17Z [---] followers, [---] engagements


"#Perplexity analysis below of a $TLT short squeeze is that it wont meaningfully move interest rates. Rates are set by the $27 trillion Treasury market not an ETF. A squeeze may cause a short-term pop but fundamentals reassert fast. Hope strategy. @ShitMyChartSays $TLT shorts parabolicsqueeze incoming What's your yield trigger Epic setup @ShitMyChartSays $TLT shorts parabolicsqueeze incoming What's your yield trigger Epic setup"  
[X Link](https://x.com/Toronto242M/status/2007068876887236876)  2026-01-02T12:38Z [---] followers, [---] engagements


"@RazorOil @free_yyc @NuggetCapital Waterous will use the fat dividend he paid himself to make another acquisition at lower a valuation. He got incredibly lucky with #Venezuela. His window is about a year as it is likely that the value of Canadian oil and gas assets drop in [----]. $scr.to"  
[X Link](https://x.com/Toronto242M/status/2007618513364758656)  2026-01-04T01:02Z [---] followers, [---] engagements


"I dont need an LLM to provide an editorial about potential investments. I need a one-page snapshot of the metrics. #perplexity does that in seconds. Im not wasting hours on reading 10-Ks earnings transcripts and industry research. @thetripathi58 The information provided by all LLM models like ChatGPT Gemini is based on data available from open sources which is not suitable for making decisions involving your own money. AI data is only good for generating summary of the information. @thetripathi58 The information provided by all LLM models like ChatGPT Gemini is based on data available from"  
[X Link](https://x.com/Toronto242M/status/2007622808164340105)  2026-01-04T01:19Z [---] followers, [---] engagements


"Activists dont show up without a value-creation plan. $PYPL has no break-up angle and is already buying back stock. So whats the idea There isnt one. This is the usual hopium from $PYPL bulls. One of our members just made a very good point I would be extremely surprised if there was not an activist investor circling $PYPL right now This has Elliott Management wrote all over it One of our members just made a very good point I would be extremely surprised if there was not an activist investor circling $PYPL right now This has Elliott Management wrote all over it"  
[X Link](https://x.com/Toronto242M/status/2007900101273174190)  2026-01-04T19:41Z [---] followers, [---] engagements


"$2700 is where shorts like myself will cover $csu.to @garquake Follow the technicals. I wait for 2700ish on $CSU.TO to hold support or I don't bother. @garquake Follow the technicals. I wait for 2700ish on $CSU.TO to hold support or I don't bother"  
[X Link](https://x.com/Toronto242M/status/2008247439757898222)  2026-01-05T18:41Z [---] followers, [---] engagements


"You're an amateur if you think one day's price action means anything. $pypl could be down 5% two weeks from now. The trend is down sentiment is bad and it has [--] competitors. #clueless $PYPL PayPal green in the pre-market whilst the market wets the bed is not something I saw happening anytime soon 🤣 https://t.co/u8NETlCn8e $PYPL PayPal green in the pre-market whilst the market wets the bed is not something I saw happening anytime soon 🤣 https://t.co/u8NETlCn8e"  
[X Link](https://x.com/Toronto242M/status/2010688183432839381)  2026-01-12T12:19Z [---] followers, [---] engagements


"You must be new to twitter. @ericnuttall is a perma #oil bull and pays @ea_amrita to tell him that he's right. Those two will spin data every which way to prove that oil is about to enter a bull market.been saying so for the past three years"  
[X Link](https://x.com/Toronto242M/status/2010994841929613642)  2026-01-13T08:38Z [---] followers, [--] engagements


"The #fomo into #miners is about to start. Investors like the dude below who wouldn't previously touch mining is joining the #gold and #silver run. @value_invest12 @DividendDynasty Waiting for the $btc crowd to #fomo into $silj. Give me a list of junior miners to buy. Looking for gold and silver miners. Feel like a basket of junior miners here could print. Dont know the space and want to get caught up. Give me a list of junior miners to buy. Looking for gold and silver miners. Feel like a basket of junior miners here could print. Dont know the space and want to get caught up"  
[X Link](https://x.com/Toronto242M/status/2013966903471907224)  2026-01-21T13:28Z [---] followers, [---] engagements


"If you listened to @BroadLuis you would have incurred an opportunity cost of 50%. In a bull market the producers priced in a future increase in the price of copper and already are way ahead of the eventual increase in the copper prices. Here is the $CPER/ $copx paired trade. @MarcinS55107928 Yes CPER COPX (for now) if youre looking for clean exposure to the copper move. CPER is direct copper (price) while COPX is equities (miners): higher beta more noise more sensitivity to the broader market/risk-off plus costs and margin pressure. Cycle read: In the early @MarcinS55107928 Yes CPER COPX (for"  
[X Link](https://x.com/Toronto242M/status/2014656795738837118)  2026-01-23T11:09Z [---] followers, [---] engagements


"The only bull markets that matter right now: metals $SILJ $GDXJ $copx #Tankers $FRO #Memory $MU Get these right and a portfolio double in [----] is realistic. Im already halfway there. Concentration beats diversification when fundamentals + momentum align. @TheLongInvest @danielisdizzy tech stocks and silver. mix nobody has in portfolio. as tech fans hate metals and silver fans hate stocks @danielisdizzy tech stocks and silver. mix nobody has in portfolio. as tech fans hate metals and silver fans hate stocks"  
[X Link](https://x.com/Toronto242M/status/2014678999797026954)  2026-01-23T12:37Z [---] followers, [---] engagements


"There will be winners and losers in #AI. Adapt and you will be a winner like 10s of millions of others. Otherwise you'll be a cynical loser. @HenbossKaneda @BoringBiz_ Yeah being cynical when you're facing unemployment because your masters is not good enough and you'll be replaced within [--] years is perfectly reasonable. Ai doesn't need rent money health insurance sleep or food. It's kind of obvious The writing is on the wall. @HenbossKaneda @BoringBiz_ Yeah being cynical when you're facing unemployment because your masters is not good enough and you'll be replaced within [--] years is"  
[X Link](https://x.com/Toronto242M/status/2015499106848780498)  2026-01-25T18:56Z [---] followers, [---] engagements


"@BLSHigh $jms was probably one of the worst ideas ever on X. People invested because of the problem with the dock and perceived difficulties with shipping stuff. The dock problems were temporary. The run-up in the price was unwarranted. Now back to where it was before Twitter pump"  
[X Link](https://x.com/Toronto242M/status/1828169582470730138)  2024-08-26T20:36Z [---] followers, [---] engagements


"@ReneSellmann A thread about stocks trading near [--] week lows is of little value without context. For example why is $heio Heineken Holding trading near [--] week low It's easy to find dozens of stocks trading at [--] week lows"  
[X Link](https://x.com/Toronto242M/status/1835324289735606399)  2024-09-15T14:26Z [---] followers, [--] engagements


"@TBstockinvestor $ptal $tal is fundamentally strong. But it is missing the most important factor.there aren't enough investors who want to own it. That's all that matters in investing are there more buyers than sellers Holding 30% of your portfolio in a stock going sideways is tragic"  
[X Link](https://x.com/Toronto242M/status/1962777341282681210)  2025-09-02T07:19Z [---] followers, [---] engagements


"@weary_centurion @rainstormdog69 @WealthyReadings $PYPL wont trade above $V or $MA multiples. Some multiple expansion sure but not worth going all-in. In a 15-stock portfolio $PYPLs not top-15 material. Therein lies the brutal opportunity cost of owing $pypl"  
[X Link](https://x.com/Toronto242M/status/1984590781449904535)  2025-11-01T11:58Z [---] followers, [---] engagements


"Charts dont matter in #quantumcomputing because the sector is worth zero. No product no revenue. Theres no technical support for zero until it hits zero. If you cant see that someone else should manage your money $zoom $pton and $rgti are the easiest shorts I've ever seen @commonsenseplay this histrionic stuff is why nobody likes shorts. For a bunch of people who think they are smarter than the market the messaging is super emotional. Long term chart is bullish and the spikes and valleys are quite normal. I wouldn't consider the chart bearish unless it breaks [--] @commonsenseplay this"  
[X Link](https://x.com/Toronto242M/status/2000711488172945594)  2025-12-15T23:36Z [---] followers, [---] engagements


"@value_invest12 3rd inning of a decade-long #commodities bull market and people still have no exposure to commodities. #mining ETF $XME has broken out of a 10-year base vs $SPY. Breakout from Long bases lead to massive moves. @weary_centurion @CDInewsletter"  
[X Link](https://x.com/Toronto242M/status/2006834657749512294)  2026-01-01T21:07Z [---] followers, [---] engagements


"Learn what the law of large numbers means. This is what drives $csu.to lower. This is the only metric that matters for $csu. I think I am the only one on #twitter / x who is short. I'll cover at $2700 for the dead cat bounce. @Mindset4Money_X Wow I hadnt looked at this company for a couple months. The decline continues. I wonder where itll stop is this sell of because of the whole AI eating software thing @Mindset4Money_X Wow I hadnt looked at this company for a couple months. The decline continues. I wonder where itll stop is this sell of because of the whole AI eating software thing"  
[X Link](https://x.com/Toronto242M/status/2011916232639783152)  2026-01-15T21:39Z [---] followers, [---] engagements


"@PythiaR Covered my $csu $csu.to short today @$2700 for a 41% return in four months. "Lazy" analysis works again. Dead cat bouncing coming. Will re-short again. $csu still hasn't found a true bottom yet. $csu lovers are living in the past. @LCinvesting @BarrySchwartzBW Learn what the law of large numbers means. This is what drives $csu.to lower. This is the only metric that matters for $csu. I think I am the only one on #twitter / x who is short. I'll cover at $2700 for the dead cat bounce. Learn what the law of large numbers means. This is what drives $csu.to lower. This is the only metric"  
[X Link](https://x.com/Toronto242M/status/2013961326272331948)  2026-01-21T13:06Z [---] followers, [---] engagements


"$XME recently broke out vs $SPY after a very long and low base. #Mining outperformance could run for years. I am buying more #miners and averaging up with the trend. Mining is the sector to be in until the end of the decade. Check out the chart. The Contrarian in me say it is time to start thinking about exiting this sector and move into something unloved. On the other hand there is no other sector that make as much money and valuations sooner or later catch-up. Thus my strategy is still to stay but rotate very slow. 2/2 The Contrarian in me say it is time to start thinking about exiting this"  
[X Link](https://x.com/Toronto242M/status/2014519403476353494)  2026-01-23T02:03Z [---] followers, [----] engagements


"@ALikhodedov @CRUDEOIL231 $xme has broken out against $spy. See chart. If you're selling #mining now you're trying to time the market. We're in the second inning of mining outperformance that will last the rest of the decade. You'll have to buy back in at some point. $fcx $bhp"  
[X Link](https://x.com/Toronto242M/status/2015785033915580888)  2026-01-26T13:52Z [---] followers, [--] engagements


"Worst investment idea is to buy an index. In the #SP500 there are probably only [--] companies with real alpha and about [---] that will do nothing. Buying an index means you will own a lot of losers. Why does anyone want to own a portfolio full of losers Common sense [---]. @iancassel Just buy the index man. Just buy the index. Quit picking stocks. Nobody knows nothing. You are very welcome. @iancassel Just buy the index man. Just buy the index. Quit picking stocks. Nobody knows nothing. You are very welcome"  
[X Link](https://x.com/Toronto242M/status/2016079291713520116)  2026-01-27T09:22Z [---] followers, [---] engagements


"You must be new to #Twitter / X if youre expecting reasons for comments. Most tweets are opinionsand most of them are wrong. I use X to gauge investment sentiment and see which way the wind is blowing. Thats it. @brandeeno28 Give us your reasons dont just post opinions. @brandeeno28 Give us your reasons dont just post opinions"  
[X Link](https://x.com/Toronto242M/status/2016675434306662907)  2026-01-29T00:51Z [---] followers, [--] engagements


"@phil_hk @contrarian8888 Do you know anything about Sinopec Oilfield Service Corporation I'd like to find some cheap oilfield service companies even if it is in China. $slb and $hal aren't dirt cheap anymore"  
[X Link](https://x.com/Toronto242M/status/1619340373624762368)  2023-01-28T14:23Z [---] followers, [--] engagements


"@LecatesChris @tradedollarnut A lot of price action is pure technicals not valuations. $OBE is a small-cap oil producerI know nothing about the company just that the chart is fantastic. I loaded up yesterday like many others. Sometimes buying expensive for gains beats buying cheap and going nowhere"  
[X Link](https://x.com/Toronto242M/status/1971264279090491472)  2025-09-25T17:23Z [---] followers, [---] engagements


"The "this time is different" must always be considered. Probably applicable to #tankers this year just like it is for the precious metals run. $fro $eco $gdx $silj. Will let the charts decide @ed_fin it is time to sell. $fro the most difficult decision is to sell when the party is hot. Shipping is volatile and usually such rates do not last more than few weeks. The downside is huge. No investment advice here. Do whatever you want. I sold at $23. @ed_fin it is time to sell. $fro the most difficult decision is to sell when the party is hot. Shipping is volatile and usually such rates do not"  
[X Link](https://x.com/Toronto242M/status/2014263579688501601)  2026-01-22T09:07Z [---] followers, [---] engagements


"Except the #yen is approaching multi decade lows against the $usd. If yen breaks down Asian currency crisis [---] is possible. $yen is arguably more important than $dxy as a leading indicator for equities. I've hedged by shorting the yen. US Dollar continues to weaken. $DXY Bounces are showing less and less power. Next up a move down toward [--]. This favours a continuation in commodities and international equities strength. The capital flows that are reversing are big and recent developments are only adding https://t.co/QYGxcAk5KA US Dollar continues to weaken. $DXY Bounces are showing less and"  
[X Link](https://x.com/Toronto242M/status/2014521096754659347)  2026-01-23T02:10Z [---] followers, [---] engagements


"$nhc.ax comments regarding Chinese thermal demand are positive for $btu. https://www.smh.com.au/business/companies/chinese-firms-restart-coal-supply-talks-with-australian-miners-20230210-p5cjh8.html https://www.smh.com.au/business/companies/chinese-firms-restart-coal-supply-talks-with-australian-miners-20230210-p5cjh8.html"  
[X Link](https://x.com/Toronto242M/status/1624897694664691717)  2023-02-12T22:26Z [---] followers, [---] engagements


"@ColdmanSax @jenstilmanydots I know you don't follow technical analysis but this is where traders will buy $fm.to and it has nothing to do with $fm.to's fundamentals. In fact the fundamentals are probably not that great but the technical traders will buy at these levels for a trade"  
[X Link](https://x.com/Toronto242M/status/1720048978379555101)  2023-11-02T12:03Z [---] followers, [---] engagements


"@CRUDEOIL231 How can $lun be considered undervalued Doesn't the Lundin name carry a premium"  
[X Link](https://x.com/Toronto242M/status/1983229872928333939)  2025-10-28T17:50Z [---] followers, [---] engagements


"@JeffreyEp556 @Silver__Santa $aris has the best chart of all #gold names. Barely any pullbacks during this entire run unlike most other gold companies. Importantly it is insanely cheap and will continue to run. @toiletkingcap"  
[X Link](https://x.com/Toronto242M/status/1993153838568948048)  2025-11-25T03:04Z [---] followers, [--] engagements


"Massive opportunity cost owning this portfolio for [--] years. $CSU and $ATD have hit the law of large numbers. Compounding days are over. Portfolio in [----] likely down. Tragic when there are so many better stocks to chose from. Q4 [----] Portfolio $CSU $ATD $WCN $WSO FY25: -11.2% https://t.co/wSIoZnmcHM Q4 [----] Portfolio $CSU $ATD $WCN $WSO FY25: -11.2% https://t.co/wSIoZnmcHM"  
[X Link](https://x.com/Toronto242M/status/2007586818833695031)  2026-01-03T22:56Z [---] followers, [---] engagements


"A good way to destroy your credibility is to think of investments over a [--] year time frame. The last time Clorox $CLX yielded 4.55% it generated $85000 for every $10000 invested over a 34-year time period. And of course delivered $340000 in capital gains. The last time Clorox $CLX yielded 4.55% it generated $85000 for every $10000 invested over a 34-year time period. And of course delivered $340000 in capital gains"  
[X Link](https://x.com/Toronto242M/status/2016767007946133856)  2026-01-29T06:54Z [---] followers, [---] engagements


"One of the biggest flaws in the $PYPL bull case is assuming its innovation is unique. It isnt. There are 18+ other payment companies and none are standing still. Every move $PYPL makes will be met with a competitive response. I missed this one $PYPL has partnered with Shopware as an early Agentic commerce adopter. The German E-commerce business helps PayPal embed themselves even deeper into the German market where they are already the dominant player. Long $PYPL https://t.co/JbXe6Mrzi1 I missed this one $PYPL has partnered with Shopware as an early Agentic commerce adopter. The German"  
[X Link](https://x.com/Toronto242M/status/1987500170431312242)  2025-11-09T12:39Z [---] followers, 19.5K engagements


"@BarrySchwartzBW Law of large numbers is activated for $csu.to and $atd. Impossible to grow at historical growth rates because these companies are too large to compound at 20% per year. Therefore multiple compression and lower valuations are inevitable"  
[X Link](https://x.com/Toronto242M/status/1998487791123181622)  2025-12-09T20:19Z [---] followers, [---] engagements


"Investing isnt about single data pointsits about trends. #Tankers are in an uptrend. The $FRO chart is attracting technical traders on breakout potential not daily lease noise. $FRO was still trending higher at $23. Money will pour into $fro until chart trend reverses. Great admiration for those who are buying today. They are truly brave. $fro https://t.co/ttsucb2UHL Great admiration for those who are buying today. They are truly brave. $fro https://t.co/ttsucb2UHL"  
[X Link](https://x.com/anyuser/status/2016679286070251942)  2026-01-29T01:06Z [---] followers, [---] engagements


"The tweet below tells me that tourists are coming into #copper and #platinum. In the short term we're gonna see a big run in #metals with their cash $fcx $ivn.to But they'll be the first to sell at any signs of weakness because tourists know nothing about this sector. Be alert @JaguarAnalytics What is stock ticker for copper I try to look for copper and platinum @JaguarAnalytics What is stock ticker for copper I try to look for copper and platinum"  
[X Link](https://x.com/anyuser/status/2016728766656266416)  2026-01-29T04:23Z [---] followers, [---] engagements

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