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# ![@madcap_cap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::867224837709864962.png) @madcap_cap DS

DS posts on X about $tmc, in the, debt, stocks the most. They currently have [---] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::867224837709864962/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::867224837709864962/c:line/m:interactions.svg)

- [--] Week [---------] -29%
- [--] Month [---------] +11,520%
- [--] Months [---------] +74,367%
- [--] Year [---------] +2,490%

### Mentions: [--] [#](/creator/twitter::867224837709864962/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::867224837709864962/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [---] +63%
- [--] Months [---] +1,289%
- [--] Year [---] +91%

### Followers: [---] [#](/creator/twitter::867224837709864962/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::867224837709864962/c:line/m:followers.svg)

- [--] Week [---] +0.69%
- [--] Month [---] +2.40%
- [--] Months [---] -6.70%
- [--] Year [---] -7%

### CreatorRank: [---------] [#](/creator/twitter::867224837709864962/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::867224837709864962/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [agencies](/list/agencies) 

**Social topic influence**
[$tmc](/topic/$tmc), [in the](/topic/in-the), [debt](/topic/debt), [stocks](/topic/stocks), [$rig](/topic/$rig), [$val](/topic/$val), [china](/topic/china), [rig](/topic/rig), [$cccx](/topic/$cccx), [acquisition](/topic/acquisition)

**Top assets mentioned**
[TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Ivanhoe Electric Inc. (IE)](/topic/$ie) [Frontline Ltd. (FRO)](/topic/$fro) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Seadrill Limited (SDRL)](/topic/$sdrl) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Peabody Energy Corporation (BTU)](/topic/$btu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Sentio Protocol (SEN)](/topic/$sen) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/bitcoin) [Stader (SD)](/topic/$sd) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Coherent Inc (COHR)](/topic/$cohr) [RAMP (RAMP)](/topic/ramp) [Rally (RLY)](/topic/rally)
### Top Social Posts
Top posts by engagements in the last [--] hours

"27 #PIVX $PIVX [--] #Matrix AI Network $MAN [--] #Mainframe $MFT [--] #Wanchain $WAN [--] #Holochain $HOT [--] #Steem $STEEM [--] #RavenCoin $RVN [--] #Dragonchain $DRGN [--] #BitcoinSV $BSV [--] #Syscoin $SYS [--] #Bismuth $BIS [--] #Odyssey $OCN [--] #DigiByte $DGB [--] #Zilliqa $ZIL"  
[X Link](https://x.com/madcap_cap/status/1137390633344049153)  2019-06-08T16:07Z [---] followers, [--] engagements


"41 #Komodo $KMD [--] #Ignis $IGNIS [--] #IOTA $MIOTA [--] Silent Notary $SNTR [--] #Haven $XHV [--] #Ontology $ONT [--] #Fortuna $FOTA [--] #VeChain $VEN / $VET [--] #Tael $WABI [--] #IOST $IOST [--] #Consensus $SEN [--] #Luxcore $LUX [--] #Shift $SHIFT [--] #Bluzelle $BLZ"  
[X Link](https://x.com/madcap_cap/status/1137390633901912065)  2019-06-08T16:07Z [---] followers, [--] engagements


"55 #Tomochain $TOMO [--] #Trinity $TNC [--] #Dero $DERO [--] #Aurora DAO $AURA [--] #ZCoin $XZC [--] #Nxt $NXT [--] #Verge $XVG [--] #Cryptobontix $DIG [--] #0x $ZRX [--] #AirSwap $AST [--] #Bancor $BNT [--] #Lisk $LSK [--] #Matic Network $MATIC [--] #SALT $SALT [--] #Genesis Vision $GVT"  
[X Link](https://x.com/madcap_cap/status/1137390634493284359)  2019-06-08T16:07Z [---] followers, [--] engagements


"When a [--] hour volume of $288 can make an alt coin drop 84% $SEN"  
[X Link](https://x.com/madcap_cap/status/1169432537464074240)  2019-09-05T02:10Z [---] followers, [--] engagements


"@IBDinvestors @IBD_KShreve Whats the logic behind this common aphorism It isnt very intuitive: people selling will help the price spurt up"  
[X Link](https://x.com/madcap_cap/status/1217472092712525824)  2020-01-15T15:42Z [---] followers, [--] engagements


"@imBagsy Anyone want some OTC $SEN"  
[X Link](https://x.com/madcap_cap/status/1360474383035236355)  2021-02-13T06:22Z [---] followers, [--] engagements


"@Namzes_G This complete garbage is economic freedom for Millennials and Zoomers"  
[X Link](https://x.com/madcap_cap/status/1454652138865393670)  2021-10-31T03:31Z [---] followers, [--] engagements


"Looks like #Nitrogen is by far the most in demand fertilizer chart via @RoryDeverell"  
[X Link](https://x.com/_triangulate_/status/1470139249571684354)  2021-12-12T21:11Z [---] followers, [--] engagements


"@agnostoxxx @YellowLabLife @twebs That Spaces was so good I just went straight out and caught a falling knife on $TWTR (already hold $GLEN.L). Where else are such great open conversations taking place and such amazing networks being organically formed"  
[X Link](https://x.com/madcap_cap/status/1478813209708548096)  2022-01-05T19:38Z [---] followers, [--] engagements


"@tristandeboer @jenstilmanydots @agnostoxxx $JMD ๐Ÿš€๐Ÿš€๐Ÿš€๐ŸŒ•"  
[X Link](https://x.com/madcap_cap/status/1492230643459059713)  2022-02-11T20:14Z [---] followers, [--] engagements


"I know many are all doom n gloom right now but lets look at some stocks that are climbing that wall of worry $PANR.L $SBLK $CENX $LXU"  
[X Link](https://x.com/madcap_cap/status/1494734608381874178)  2022-02-18T18:04Z [---] followers, [--] engagements


"$GLEN.L $EDV.TO $MLX.AX $TECK"  
[X Link](https://x.com/madcap_cap/status/1494734614035775488)  2022-02-18T18:04Z [---] followers, [--] engagements


"So apparently $GLEN.L went to [----] today ๐Ÿคจ"  
[X Link](https://x.com/madcap_cap/status/1518790899387404288)  2022-04-26T03:15Z [---] followers, [--] engagements


"Very sad about this but guess I have to put a stop on WHC too and just hope it doesn't tag me. In a bull market you can often get away without stops (so I lost my discipline) but in a bear market you have to use a trailing stop if you dont want to risk all your tendies vanishing AFM got [--] cents away from my stop (bought at [--] cents over a year ago and have recently completed round trips on CENX MLX and UAN which I would prefer not to do again ๐Ÿคฆ๐Ÿปโ™‚) https://t.co/yybnxlEcXL AFM got [--] cents away from my stop (bought at [--] cents over a year ago and have recently completed round trips on CENX MLX"  
[X Link](https://x.com/madcap_cap/status/1544478835512487936)  2022-07-06T00:30Z [---] followers, [--] engagements


"Then you buy a different stonk and lose your tendies there instead ๐Ÿ˜"  
[X Link](https://x.com/madcap_cap/status/1544480353489809408)  2022-07-06T00:36Z [---] followers, [--] engagements


"@Namzes_G You were right to trim and I was wrong to diamond hands it. Bull market lulled me into complacency; plus I got/am very attached to my stocks. I remember you said MLX looks overextended too and now all my tendies on it vanished. Got to start sweating it ๐Ÿ˜ https://x.com/_indifferentia_/status/1529648503638458368s=20&t=VoqiqaY4xSj7NKW-I67w3g @Namzes_G With your best stocks why sweat your balls ๐Ÿคท๐Ÿปโ™‚ https://x.com/_indifferentia_/status/1529648503638458368s=20&t=VoqiqaY4xSj7NKW-I67w3g @Namzes_G With your best stocks why sweat your balls ๐Ÿคท๐Ÿปโ™‚"  
[X Link](https://x.com/madcap_cap/status/1544483725005639681)  2022-07-06T00:49Z [---] followers, [--] engagements


"@YellowLabLife @aggresivevalue Speaking of coal you hold $HCC (met I know) Also come on and finally join @Namzes_G and I in $TMC for a dropbear play the water is warm"  
[X Link](https://x.com/madcap_cap/status/1566843995866959874)  2022-09-05T17:41Z [---] followers, [--] engagements


"i buy at $28 $HCC interesting The Daily on the strike at Warrior Met Coal $HCC interesting The Daily on the strike at Warrior Met Coal $HCC"  
[X Link](https://x.com/madcap_cap/status/1567716957205692418)  2022-09-08T03:30Z [---] followers, [--] engagements


"Bought $HCC"  
[X Link](https://x.com/madcap_cap/status/1570832464259710977)  2022-09-16T17:50Z [---] followers, [--] engagements


"Never knew what is was called until today but I grew up within sight of Westshore Terminals. Everyone's house had a thin layer of #coal dust on it "The port with a capacity to handle [--] million tonnes of coal exports per year takes production from BC." https://www.mining.com/teck-says-elkview-outage-to-cost-1-5-million-tonnes-in-coal-production/ https://www.mining.com/teck-says-elkview-outage-to-cost-1-5-million-tonnes-in-coal-production/"  
[X Link](https://x.com/madcap_cap/status/1574091230954524672)  2022-09-25T17:39Z [---] followers, [--] engagements


"Speaking of which the main reason I bought $TECK in November was mostly for its met coal. For better or worse it hit my trailing stop this month and I bought $HCC instead since it seems the market doesn't know how to value diversifieds (plus I'm traumatized by Chile) ๐Ÿ˜"  
[X Link](https://x.com/madcap_cap/status/1574098920095256576)  2022-09-25T18:10Z [---] followers, [--] engagements


"Got bored and took a small profit. Would buy back around [--] again. $HCC Bought $HCC https://t.co/yNp7apoYga Bought $HCC https://t.co/yNp7apoYga"  
[X Link](https://x.com/madcap_cap/status/1577826007943614465)  2022-10-06T01:00Z [---] followers, [--] engagements


"@Namzes_G @respeculator Until this bear market ends Im the king of paper hands. Only question is where to buy back Whitecastle I miss it"  
[X Link](https://x.com/madcap_cap/status/1608341578518781952)  2022-12-29T05:58Z [---] followers, [--] engagements


"When sadly hit my trailing stop I bought into (and Now that sadly hit my trailing stop going to buy back into Whitecastle. http://YAL.AX http://SMR.AX http://YAL.AX http://WHC.AX http://YAL.AX http://SMR.AX http://YAL.AX http://WHC.AX"  
[X Link](https://x.com/madcap_cap/status/1618814601998798849)  2023-01-27T03:34Z [---] followers, [---] engagements


"Yeah so finally bought back into Whitecastle but this time $WHITF and four times bigger than my initial position. $70 commission should protect me from my paper hands"  
[X Link](https://x.com/madcap_cap/status/1619066808719511552)  2023-01-27T20:16Z [---] followers, [---] engagements


"@theyhatemetoo @WCoastGuynCA for thermal I'm happy with $BTU and $WHITF two of my largest positions"  
[X Link](https://x.com/madcap_cap/status/1621929927003242496)  2023-02-04T17:53Z [---] followers, [---] engagements


"Excepting a few days last March looks like the nickel price hasn't done much either"  
[X Link](https://x.com/madcap_cap/status/1622468851236761601)  2023-02-06T05:34Z [---] followers, [---] engagements


"day: Wednesday March [--] [----] closing price: [----] volume: 12.5M shares bought back: [------] percent of volume: 6.1% total to date: [--------] percent of the 240000000: [----] % current shares outstanding: [---------] (- Milestone Shares) start date: 27/10/22 end date: 26/10/23"  
[X Link](https://x.com/madcap_cap/status/1636191655832473601)  2023-03-16T02:24Z [---] followers, [---] engagements


"Oh man I know they stopped early for some weird reason but now I guess no more $WHC.AX buybacks until after April [--]. NO TRADING IN BLACKOUT PERIODS: c) the period from 4.00pm on [--] March each year until the day following the release to the ASX of the March Quarterly Report"  
[X Link](https://x.com/madcap_cap/status/1641608193360166912)  2023-03-31T01:07Z [---] followers, [---] engagements


"Whitehaven flat; Newcastle flat"  
[X Link](https://x.com/madcap_cap/status/1641609177545195520)  2023-03-31T01:11Z [---] followers, [---] engagements


"nice comp Lynas $LYC.AX 5.9B AUD Arafura $ARU.AX 1.0B AUD Hastings $HAS.AX 338M AUD Pensana $PRE.L 154M GBP Northern Minerals $NTU.AX 203M Peak $PEK.AX 102M AUD Vital Metals $VML.AX 90M AUD"  
[X Link](https://x.com/madcap_cap/status/1641666616449695744)  2023-03-31T04:59Z [---] followers, [---] engagements


"@SandLot84 Its OK for the last [--] months bears n bulls have just been trading places taking victory laps on alternating weeks though please note Naz now officially in a bull market"  
[X Link](https://x.com/madcap_cap/status/1641888516610347008)  2023-03-31T19:41Z [---] followers, [--] engagements


"And just like that I missed the $WHC.AX bottom and it's almost back to my second entry point. In the last two weeks I had seen several people say they felt like the bottom was getting close but it still had another leg down so I patiently watched and waited"  
[X Link](https://x.com/madcap_cap/status/1643064041936670720)  2023-04-04T01:32Z [---] followers, [---] engagements


"Boooooo no dip Americans got 5% off today"  
[X Link](https://x.com/madcap_cap/status/1643773707306041344)  2023-04-06T00:32Z [---] followers, [---] engagements


"I guess this in part explains the current weakness of $LYC.AX and $VML.AX https://x.com/AdamasIntel/status/1644217562564108288s=20 What about #rareearth prices At the moment we're seeing an unprecedented 22% difference in spot prices (which have dropped YTD) and industry guidance prices (relatively firm YTD) in China. 1/๐Ÿค” https://x.com/AdamasIntel/status/1644217562564108288s=20 What about #rareearth prices At the moment we're seeing an unprecedented 22% difference in spot prices (which have dropped YTD) and industry guidance prices (relatively firm YTD) in China. 1/๐Ÿค”"  
[X Link](https://x.com/madcap_cap/status/1644741996274384896)  2023-04-08T16:40Z [---] followers, [---] engagements


"@tguy5513 @FknGrimm @MrJoshPatrick @TurtleTrainer1 I mean regardless of politics it seems to be trending in that direction in general. Many consumers wants EVs regardless of government mandates so I assume the demand will be there and even Tesla apparently just walked back their statement on REEs"  
[X Link](https://x.com/madcap_cap/status/1645063798590689282)  2023-04-09T13:59Z [---] followers, [--] engagements


"$WHC.AX finally gave me a second chance at [----] put in a limit order price goes to [-----] but won't fill keep changing my limit order to the ask but it won't fill ask is [----] so I finally hit market and $IBKR gives me [----] ๐Ÿคฆ๐Ÿปโ™‚๐Ÿคฆ๐Ÿปโ™‚๐Ÿคฆ๐Ÿปโ™‚๐Ÿคท๐Ÿปโ™‚"  
[X Link](https://x.com/madcap_cap/status/1645953955955118080)  2023-04-12T00:56Z [---] followers, [---] engagements


"@HorribleDisgust Checked my notes and yeah enCore is one Pamplona hates for some reason: "ScamCo enCore Energy $EU.V $ENCUF doing its part to tighten future supply by publishing super shitty economics for Juan Tafoya-Marquez." (Pamplona July [--] 2021)"  
[X Link](https://x.com/madcap_cap/status/1650515246031982592)  2023-04-24T15:01Z [---] followers, [--] engagements


"It very much looks like the $WHC.AX bottom is in + buybacks are back on though of course everything hangs on Newcastle day: Friday April [--] [----] closing price: [----] volume: 4.8M shares bought back: [------] percent of volume: 13.5% total to date: [--------] percent of the 240000000: 23.8% current shares outstanding: [---------] (- Milestone Shares) paid: 4.7M https://t.co/3lkmbReTZc day: Friday April [--] [----] closing price: [----] volume: 4.8M shares bought back: [------] percent of volume: 13.5% total to date: [--------] percent of the 240000000: 23.8% current shares outstanding: [---------] (- Milestone"  
[X Link](https://x.com/madcap_cap/status/1652874770982268931)  2023-05-01T03:17Z [---] followers, [---] engagements


"@MacroGrowth @PureCycleTech @John_Hempton @Mike_Taylor1972 Come on man; its obviously not a pump n dump. Insiders and investors have a million times more to gain from $PCT being a success than from pumping and dumping shares. Lets elevate the dialogue a little here"  
[X Link](https://x.com/madcap_cap/status/1656439072720822273)  2023-05-10T23:20Z [---] followers, [---] engagements


"$1353 of volume ๐Ÿซค $VTMXF"  
[X Link](https://x.com/madcap_cap/status/1661453992772370432)  2023-05-24T19:27Z [---] followers, [---] engagements


"@last_fund $WHC.AX is buying back at a P/E of [---] so that seems like a great IRR. They bought back 10% last year and are 30% through buying back another 25% this year. Reduce the float then pay a bigger dividend on a gated business thanks to ESG. What could be better"  
[X Link](https://x.com/madcap_cap/status/1663177156447604737)  2023-05-29T13:35Z [---] followers, [---] engagements


"Thank you for the grave dancing $WHITF"  
[X Link](https://x.com/madcap_cap/status/1664680545727709184)  2023-06-02T17:09Z [---] followers, [---] engagements


"it's pretty funny how tight this range is; no other copper stock (that I know of) trading like this right now $NGEx.v crazy relative strength; folks dont want to give up their $NGEx.v https://t.co/jeYJ3uCjaL crazy relative strength; folks dont want to give up their $NGEx.v https://t.co/jeYJ3uCjaL"  
[X Link](https://x.com/madcap_cap/status/1667183848008941568)  2023-06-09T14:56Z [---] followers, [----] engagements


"Is this why its being held in such a tight range $NGEX.v spinout of Los Helados Los Helados acquired by $LUN.TO $NGEX.v financing by BHP to drill Potro Cliffs like a Swiss cheese Vicuna ToDo-list 2023/2024: Finance $FIL.TO 23-24 drill-season โœ… $NGEX.v spinout of Los Helados Los Helados acquired by $LUN.TO $NGEX.v financing by BHP to drill Potro Cliffs like a Swiss cheese Josemaria $LUN.TO fiscal terms A lot of triggers to come. #Vicuna Vicuna ToDo-list 2023/2024: Finance $FIL.TO 23-24 drill-season โœ… $NGEX.v spinout of Los Helados Los Helados acquired by $LUN.TO $NGEX.v financing by BHP to"  
[X Link](https://x.com/madcap_cap/status/1667216051027988481)  2023-06-09T17:04Z [---] followers, [---] engagements


"@greybeard_swede @CBarnahan @radog_77 Dont you think $NGEx.V would pop on a news release that it sold Los Helados to $LUN.TO"  
[X Link](https://x.com/madcap_cap/status/1667246824770658304)  2023-06-09T19:06Z [---] followers, [---] engagements


"Congrats to anyone who bought the dip instead of grave dancing $WHC.AX"  
[X Link](https://x.com/madcap_cap/status/1669551936218238978)  2023-06-16T03:46Z [---] followers, [---] engagements


"Someone just learned the difference between a market order and a limit order $VTMXF (good thing it looks like it was only a couple hundred bucks)"  
[X Link](https://x.com/madcap_cap/status/1674422859882704905)  2023-06-29T14:21Z [---] followers, [---] engagements


"What happened to the ol quarter end $BTU dumps"  
[X Link](https://x.com/madcap_cap/status/1674483149710172161)  2023-06-29T18:21Z [---] followers, [----] engagements


"My main takeaway from the Q2 call is that retail are the biggest cry babies. Just go through the $ORGN cash tag and look at the whine fest. It was the same thing with the $TMC delay. Invest according to your actual risk tolerance diversify and don't blame others for your choices earnings are fun $ORGN https://t.co/uytTJMyRNE https://t.co/LPvGXqs4q3 earnings are fun $ORGN https://t.co/uytTJMyRNE https://t.co/LPvGXqs4q3"  
[X Link](https://x.com/madcap_cap/status/1689461336315740160)  2023-08-10T02:19Z [---] followers, [----] engagements


"@StevenShadduck My position is about that same size. It just really annoys me when people go way overweight and then get super emotional when it doesn't go their way. That one guy (J) who tweeted about it the most simply tweeted "I'm out" (obviously emotional); others are talking about a class"  
[X Link](https://x.com/madcap_cap/status/1689475169398685696)  2023-08-10T03:14Z [---] followers, [---] engagements


"@StevenShadduck action lawsuit. I thought Bissell was very straight up in his engagement and everyone was thanking him for it a month ago ๐Ÿซค I think we might see a bounce at the open and if we do I will probably average down"  
[X Link](https://x.com/madcap_cap/status/1689475256711589888)  2023-08-10T03:14Z [---] followers, [--] engagements


"@nickbsr9 @kirkburgess @grandma_party I know thats the narrative on X but its bizarre imo; the call was perfectly fine and they answered all the questions very well and in a straightforward way. I thought Bissell would go into hiding considering the retail vitriol on X but instead he jumped on and explained more"  
[X Link](https://x.com/madcap_cap/status/1689773258265214977)  2023-08-10T22:58Z [---] followers, [---] engagements


"@grandma_party @nickbsr9 @kirkburgess no did a PhD in political philosophy but that is literally what I heard on the call in their presentation and in Bissell's tweets last night. I have found this to be the strangest thing how so many of the Origin bulls have done a [---] overnight. I mean I get that it has been"  
[X Link](https://x.com/madcap_cap/status/1689827109458624512)  2023-08-11T02:32Z [---] followers, [--] engagements


"@GNWZ02 @private_dataguy @Mike_Taylor1972 @nickbsr9 From what I have seen the size of their bases on X is about the same. Origin doesnt have a MT though Bissell himself does engage sometimes. Interestingly PCT as we all know has several very vocal shorts on X whereas Origin hasnt really had that (just MT himself)"  
[X Link](https://x.com/madcap_cap/status/1689983299220090880)  2023-08-11T12:53Z [---] followers, [---] engagements


"@XistencX @xEBITDA @nickbsr9 @Mike_Taylor1972 @GNWZ02 @private_dataguy Yes and IIRC in the video they said it is [--] minutes to [--] hour from feedstock to output. Bissell also explicitly denied that the rearrangement of the sequence of products had anything to do with an O1 issue as many have been postulating https://x.com/bysl/status/1689475756139966470s=46&t=Y0pAyR5k394jN6mdyK0ntw @LPTE1 @BSdestroyer_ @TommasoP20 @2020_Fin_Vision Im explicitly saying that that isnt it. https://x.com/bysl/status/1689475756139966470s=46&t=Y0pAyR5k394jN6mdyK0ntw @LPTE1 @BSdestroyer_ @TommasoP20 @2020_Fin_Vision"  
[X Link](https://x.com/madcap_cap/status/1690143306867773442)  2023-08-11T23:29Z [---] followers, [--] engagements


"@GaloOsc @the_tuolomee @IdenixH @topsecretstocks @ifreebirdie @PeterJParker78 @LostInThe____ @orgninvestor @TPolymerist @Alt @grandma_party @dariusmrtzv Because my point is that I think you guys are reacting emotionally. I get it; you have a lot of legit points too but you have to admit you are all being extremely emotional. One guy said he hasn't slept in days. One guy apologized to JB for shit-talking him after he calmed down"  
[X Link](https://x.com/madcap_cap/status/1690891978643484673)  2023-08-14T01:03Z [---] followers, [--] engagements


"Whitehaven gonna juice the EPS"  
[X Link](https://x.com/madcap_cap/status/1714429541748498709)  2023-10-17T23:53Z [---] followers, [----] engagements


"market gets it $WHC.AX"  
[X Link](https://x.com/madcap_cap/status/1714487484040782029)  2023-10-18T03:44Z [---] followers, [---] engagements


"now we must be squeezing the shorts lol $WHC.AX Whitehaven gonna juice the EPS Whitehaven gonna juice the EPS"  
[X Link](https://x.com/madcap_cap/status/1714495743564890608)  2023-10-18T04:16Z [---] followers, [---] engagements


"@StevenShadduck Good timing on your WHC entry. It was my largest position from averaging down so many times but Origin overtook it from averaging down even more so now $ORGN largest $WHC.AX second. Carbon negative and carbon maximum ๐Ÿ˜…"  
[X Link](https://x.com/madcap_cap/status/1714649529252032804)  2023-10-18T14:27Z [---] followers, [---] engagements


"I lost my blue check because I couldnt find where I update my credit card info (horrible UX) and now its [--] (CAD) a month"  
[X Link](https://x.com/madcap_cap/status/1721428163669184824)  2023-11-06T07:23Z [---] followers, [---] engagements


"$WHC.AX "has welcomed the Governments approval of its greenfield $1b open cut coal mine Winchester South. The Winchester South mine will produce up to 17mtpa of primarily metallurgical coal which will supply the steel-making market for [--] years." https://australianminingreview.com.au/news/big-win-for-whitehavens-1b-queensland-coal-project/ https://australianminingreview.com.au/news/big-win-for-whitehavens-1b-queensland-coal-project/"  
[X Link](https://x.com/madcap_cap/status/1729529585220624423)  2023-11-28T15:56Z [---] followers, [---] engagements


"@StevenShadduck Ive never even heard of ENDP but congrats on 110% this year ๐Ÿ‘๐Ÿ‘๐Ÿ‘ You should post that as it seems like if you post a great return you get a bunch of new followers hoping to emulate you next year and you are obviously under followed based on the knowledge to followers ratio"  
[X Link](https://x.com/_triangulate_/status/1741297712375750961)  2023-12-31T03:18Z [---] followers, [--] engagements


"+41% to -33% to + 41% just another day in micro cap land $VTMXF"  
[X Link](https://x.com/madcap_cap/status/1752397688757498166)  2024-01-30T18:25Z [---] followers, [---] engagements


"Sounds like the $WHC.AX buyback might be on hold for a while as they pay down the debt for Daunia and Blackwater (though once it does resume should be bigger and better than ever)"  
[X Link](https://x.com/madcap_cap/status/1768070573807255726)  2024-03-14T00:24Z [---] followers, [---] engagements


"I don't know shit about fuck but a Mineral Resource Estimate (MRE) of [---] Mt at 1.2% Total Rare Earth Oxides (TREO) containing [------] tonnes of neodymium-praseodymium oxide (NdPr) in Canadas Northwest Territories seems kind of stupid cheap at a 19M MC no. $VTMXF $VML.AX"  
[X Link](https://x.com/madcap_cap/status/1782962535223754804)  2024-04-24T02:39Z [---] followers, [----] engagements


"Why is $IE bipolar Was trying to see if maybe the weird recent weakness in $IE was due to dilution or an unlock and if TradingView is correct then the big dip of the dip happened right after the shares outstanding increased 29% at the end of December. https://t.co/Mv8Inh7N2x Was trying to see if maybe the weird recent weakness in $IE was due to dilution or an unlock and if TradingView is correct then the big dip of the dip happened right after the shares outstanding increased 29% at the end of December. https://t.co/Mv8Inh7N2x"  
[X Link](https://x.com/madcap_cap/status/1785395223687987392)  2024-04-30T19:46Z [---] followers, [---] engagements


"@HorribleDisgust This is now a pretty crappy premium lol as almost every other copper name I follow is up and to the right. I guess a large part of the problem is no needle moving news from $IE out of Tintic. Will be interesting to see if anything needle moving happens in Saudi Arabia though"  
[X Link](https://x.com/madcap_cap/status/1785401449360531654)  2024-04-30T20:10Z [---] followers, [---] engagements


"Hmm still catching a bid (OTC one is insanely illiquid 7x average volume of [---] bucks ๐Ÿ˜†) $VTMXF guess I shouldnt have pumped it ๐Ÿ˜œ nah just kidding; its so illiquid this is just a totally normal move; unless you hit the bid or ask good luck getting a fill though https://t.co/BNg2jsw49O guess I shouldnt have pumped it ๐Ÿ˜œ nah just kidding; its so illiquid this is just a totally normal move; unless you hit the bid or ask good luck getting a fill though https://t.co/BNg2jsw49O"  
[X Link](https://x.com/madcap_cap/status/1804239665064743280)  2024-06-21T19:47Z [---] followers, [---] engagements


"@on_Temu Not sure how he got there but could you imagine if $THX.V achieved a FCF yield of 93% in [----] ๐Ÿ˜‚ https://x.com/MylesMcNulty/status/1795792144596095275 Very happy with the Q1 update from gold miner Thor Explorations #THX despite the lack of move in the SP (so far). Revenue of US$33.3m EBITDA of US$23.3m Net profit of US$12.4m AISC came in at an astonishing $632 per oz although this number was massaged https://t.co/EZKw0fbRap https://x.com/MylesMcNulty/status/1795792144596095275 Very happy with the Q1 update from gold miner Thor Explorations #THX despite the lack of move in the SP (so"  
[X Link](https://x.com/madcap_cap/status/1806708575391371480)  2024-06-28T15:17Z [---] followers, [---] engagements


"When $THX lithium drill results Feels like most of my stocks are trying to bore me to death right now ๐Ÿ˜– Senior debt facility is now less than [--] million dollars and will be completely deleveraged this year. We hope to be getting some news out from our lithium drilling which is ongoing to the market in the next few weeks as well. $THX Senior debt facility is now less than [--] million dollars and will be completely deleveraged this year. We hope to be getting some news out from our lithium drilling which is ongoing to the market in the next few weeks as well. $THX"  
[X Link](https://x.com/_triangulate_/status/1817994342289772709)  2024-07-29T18:43Z [---] followers, [---] engagements


"I've said it before and I'll say it again: 1100-1200 AISC 2000-2100 oz per week gold 2400-2500 oz [----] - [----] = [----] x [----] = 2.7M x [--] = US$138M pa MC = C$160M senior debt 8M All confirmed in the $THX July [--] Q2 operating update. Seems something's gotta give. @AncientSion They're printing cash with gold where it is - market valuation is low because of segiola mine life which I think has really strong odds of being extended. I think it has really good risk/reward from this price point. But it's lightly traded so I don't plug it here or to friends @AncientSion They're printing cash with gold"  
[X Link](https://x.com/_triangulate_/status/1825736975325757445)  2024-08-20T03:29Z [---] followers, [----] engagements


"blocked me for questioning his view on $RIG by providing company statements guy always seemed like an egomaniac anyway @orrdavid Q2: we anticipate that therell be a steady growth in cash flow available to address the balance sheet. In the natural course we anticipate that by the end of [----] or thereabouts well be in the neighborhood of [---] billion of debt and then that goes down significantly https://t.co/GxPF5YYZuK @orrdavid Q2: we anticipate that therell be a steady growth in cash flow available to address the balance sheet. In the natural course we anticipate that by the end of [----] or"  
[X Link](https://x.com/anyuser/status/1830317212617626047)  2024-09-01T18:50Z [---] followers, 33.1K engagements


"maybe the ratio could have been a bit better in the view of $AOI shareholders (but then maybe no deal from BTG) though the way I see it $AOI.TO is turning paper into oil while increasing FCF/share and simplifying its capital structure so for me it's a no brainer $AOI.TO $AOI shareholders should IMO vote to reject the merger $AOI shareholders getting taken for a ride from terrible strategy execution from Roger Tucker. $AOI is worth a lot more that the merger scrip ratio suggests $AOI.TO $AOI shareholders should IMO vote to reject the merger $AOI shareholders getting taken for a ride from"  
[X Link](https://x.com/madcap_cap/status/1840585897118503306)  2024-09-30T02:54Z [---] followers, [----] engagements


"sure was wrong about this lol too expensive for me now though oh well probably just build a basket of mostly producers instead (thinking tko lun ero maybe arg + for fun maybe mari) patiently waiting to add NGEx around early October if it cools off again with the lack of drill results over their winter. "These observations and interpretations will guide the planning for our next drill program which will begin early in the fourth quarter of 2024." https://t.co/z9scvgwUxH patiently waiting to add NGEx around early October if it cools off again with the lack of drill results over their winter."  
[X Link](https://x.com/madcap_cap/status/1842219323164590441)  2024-10-04T15:04Z [---] followers, [---] engagements


""Glencore and chill" ๐Ÿคฆ๐Ÿปโ™‚ Glencore and chill - even out the brutal met and thermal shoulder seasons with base metals https://t.co/YSm7frZgMD Glencore and chill - even out the brutal met and thermal shoulder seasons with base metals https://t.co/YSm7frZgMD"  
[X Link](https://x.com/madcap_cap/status/1901848425681027348)  2025-03-18T04:09Z [---] followers, [----] engagements


"I got burnt pretty bad on RIG and ORGN and learnt from both that you can't trust what management says since they are always going to give you the glass half full version. That might be obvious but generally it seems that human beings have to learn things the hard way: pain"  
[X Link](https://x.com/madcap_cap/status/1970698983766139232)  2025-09-24T03:57Z [---] followers, [---] engagements


"@TelcoDR @grok whats all this"  
[X Link](https://x.com/madcap_cap/status/1971794753072275765)  2025-09-27T04:31Z [---] followers, [--] engagements


"@KairosPraxis @Mike10947310 @grok can $CLBT crack iPhones"  
[X Link](https://x.com/madcap_cap/status/1971967888753152121)  2025-09-27T15:59Z [---] followers, [---] engagements


"@Mike10947310 Who has the better shot at a quantum sensing product $FEIM or $CCCX Since $FEIM is already cash flow positive it seems obvious to me its them yet a lot of smart guys are bullish on $CCCX"  
[X Link](https://x.com/_triangulate_/status/1971970097830072557)  2025-09-27T16:08Z [---] followers, [---] engagements


"@Vmaxpax @plasticnewt3 I really like FEIM because their legacy business has massive tailwinds right now but on top of that they are working on quantum sensing. For actual quantum computing I will probably just stick with GOOGL since they have the capital to throw at it no problem"  
[X Link](https://x.com/madcap_cap_cap/status/1971992135819055150)  2025-09-27T17:35Z [---] followers, [--] engagements


"@ErnestWongBWM @grok is that 25-30% return on a CSU acquisition revenue or FCF"  
[X Link](https://x.com/madcap_cap/status/1973990128734646453)  2025-10-03T05:54Z [---] followers, [--] engagements


"lmao $png.v @knoggerss1 @QualityInvest5 yes the valuation has become pretty absurd mostly because of the connection with Anduril https://t.co/C7BZZRdofL @knoggerss1 @QualityInvest5 yes the valuation has become pretty absurd mostly because of the connection with Anduril https://t.co/C7BZZRdofL"  
[X Link](https://x.com/madcap_cap/status/1975945266227544220)  2025-10-08T15:23Z [---] followers, [----] engagements


"@grok @NewcomerInvest So how is Oaktree the largest"  
[X Link](https://x.com/madcap_cap/status/1977786987282362595)  2025-10-13T17:22Z [---] followers, [--] engagements


"@grok @NewcomerInvest OK sure. Its interesting that BN now owns Oaktree but does that also add some more risk to BN since distressed debt seems like a risky sector or if things do go south does Oaktree still usually make out well"  
[X Link](https://x.com/_triangulate_/status/1977791516904189962)  2025-10-13T17:40Z [---] followers, [--] engagements


"@StateDept @POTUS @SecRubio The death of the First Amendment"  
[X Link](https://x.com/madcap_cap_cap/status/1978231841652867268)  2025-10-14T22:49Z [---] followers, 11.8K engagements


"@KairosPraxis $FOUR is $TOST"  
[X Link](https://x.com/madcap_cap_cap/status/1978528512848871834)  2025-10-15T18:28Z [---] followers, [---] engagements


"@barbell_ideas @Vin_cenzo_ @Mike10947310 @OddDiligence @RealYuvaraj Why not $MPTI"  
[X Link](https://x.com/madcap_cap/status/1978848178943209602)  2025-10-16T15:39Z [---] followers, [---] engagements


"dont know how anyone could invest in a co like this $hims HIMS $HIM CEO is under some social media scrutiny for quote tweeting about a stock squeeze two days ago. Next day he had a scheduled based on his 10b5-1 plan. The sell appears to take place regularly with CEO Dudum selling exactly [------] shares on several other occasions. https://t.co/DsEqXuDb56 HIMS $HIM CEO is under some social media scrutiny for quote tweeting about a stock squeeze two days ago. Next day he had a scheduled based on his 10b5-1 plan. The sell appears to take place regularly with CEO Dudum selling exactly [------] shares"  
[X Link](https://x.com/madcap_cap/status/1979282444600906195)  2025-10-17T20:24Z [---] followers, [---] engagements


"@WagieCapital @AskPerplexity what corporation was behind the $OKLO SPAC"  
[X Link](https://x.com/madcap_cap/status/1979630405025431955)  2025-10-18T19:27Z [---] followers, [--] engagements


"@AskPerplexity @WagieCapital How much revenue does $OKLO make since going public"  
[X Link](https://x.com/_triangulate_/status/1979651374569963763)  2025-10-18T20:50Z [---] followers, [--] engagements


"@AskPerplexity @WagieCapital If $OKLO doesnt make any money why is it up so much"  
[X Link](https://x.com/_triangulate_/status/1979652603563975104)  2025-10-18T20:55Z [---] followers, [--] engagements


"@AskPerplexity @WagieCapital Is $OKLO a good investment"  
[X Link](https://x.com/_triangulate_/status/1979653428701007915)  2025-10-18T20:58Z [---] followers, [--] engagements


"@ACapitalLP $CCCX at 2x NAV a 1B MC and a [---] P/E (not sure it actually has any earnings though)"  
[X Link](https://x.com/_triangulate_/status/1979730549955793097)  2025-10-19T02:05Z [---] followers, [---] engagements


"@JakeJillyHold @ACapitalLP Unfortunately I cant do that. It will probably keep pumping but if not I dont want to get stuck holding the bag of a co that does 29M in revs and other spec products are years out. Also hopefully hot air keeps coming out of the momo trades like quantum etc. I do like FEIM tho"  
[X Link](https://x.com/madcap_cap/status/1979754359098577291)  2025-10-19T03:39Z [---] followers, [--] engagements


"@AskPerplexity @StockMKTNewz @carbonfinancex and what is Paul Pelosi's job is that his personal port or held for a firm"  
[X Link](https://x.com/_triangulate_/status/1979934536168255814)  2025-10-19T15:35Z [---] followers, [--] engagements


"@dragonheart_kh @GiacoBocanegra So your point of contention is that Salvani was involved in the founding of the company"  
[X Link](https://x.com/_triangulate_/status/1979975703706964402)  2025-10-19T18:19Z [---] followers, [--] engagements


"@dragonheart_kh @GiacoBocanegra Also: "Quantum Computing Inc (QUBT) was established in [----] after former homicide detective and current CEO Robert Liscouski bought a beverage companyout of receivership(for $155000) then turned it into a quantum computing software business." https://iceberg-research.com/2022/10/05/quantum-computing-inc-qubt-on-its-way-to-vacuum-state/ https://iceberg-research.com/2022/10/05/quantum-computing-inc-qubt-on-its-way-to-vacuum-state/"  
[X Link](https://x.com/_triangulate_/status/1979976446304207189)  2025-10-19T18:22Z [---] followers, [---] engagements


"@dragonheart_kh @GiacoBocanegra Anyway even quantum bulls seem to agree $QUBT is the worst of the lot so why do you like it https://x.com/QuantumDom/status/1979716696773681432 Heights Capital Management investing $3B of its investors capital is such an insane vote of confidence in the company. Its hard not to have $IONQ #1 on the list of quantum winners sitting on a war chest of cash. $CCCX - Thats another one with a solid tech platform and great https://t.co/nrbEmCFqsr https://x.com/QuantumDom/status/1979716696773681432 Heights Capital Management investing $3B of its investors capital is"  
[X Link](https://x.com/_triangulate_/status/1979976876631441891)  2025-10-19T18:24Z [---] followers, [---] engagements


"@dragonheart_kh @AskPerplexity @GiacoBocanegra Bro I obviously don't think allegations are facts. I just think they are interesting allegations that both bulls and bears should want to know if they are correct or false. All I'm trying to do is see what evidence there is. I agree there is no evident proof"  
[X Link](https://x.com/madcap_cap/status/1980030987695509509)  2025-10-19T21:59Z [---] followers, [--] engagements


"@0xEthanDG @AskPerplexity what was the story on this image again"  
[X Link](https://x.com/_triangulate_/status/1980156618487833021)  2025-10-20T06:18Z [---] followers, [--] engagements


"@CapybaraShort @MartinShkreli Mind linking to your sources I really couldn't find much about Salvani and $QUBT. In this lawsuit under Factual Background it states "Defendant Joseph Michael Salvani was a consultant to Quantum during all relevant times." (p. 6) https://cases.justia.com/delaware/court-of-chancery/2024-c-a-no-2022-0719-sg.pdfts=1716912153 https://cases.justia.com/delaware/court-of-chancery/2024-c-a-no-2022-0719-sg.pdfts=1716912153"  
[X Link](https://x.com/_triangulate_/status/1980288624471286223)  2025-10-20T15:02Z [---] followers, [--] engagements


"@MartinShkreli This letter of Sept [--] [----] alleges: "Joseph Salvani who BVP believes based upon among other factors correspondences with QUBT and representations by Salvani and others that Salvani is an undisclosed 'founder' principal and control person of QUBT" http://www.bvadvisorypartners.com/quantum-computing-inc-open-letter.html http://www.bvadvisorypartners.com/quantum-computing-inc-open-letter.html"  
[X Link](https://x.com/_triangulate_/status/1980289268200472595)  2025-10-20T15:05Z [---] followers, [--] engagements


"@dragonheart_kh @GiacoBocanegra I think I'm going to buy some CCCX. I think it is overvalued but as a momentum play. Good luck out there"  
[X Link](https://x.com/_triangulate_/status/1980308248298393945)  2025-10-20T16:20Z [---] followers, [---] engagements


"@commonsenseplay Im a quantum compute bear but think it will bounce. The bulls truly believe quantum is a once in a generation opportunity. Unless the whole market turns I suspect the valuation insensitive buyers will be back"  
[X Link](https://x.com/madcap_cap_cap/status/1980789911788876211)  2025-10-22T00:14Z [---] followers, [---] engagements


"@Thanos_Capital @0xMerridew @grok what's Chase Furey up to these days"  
[X Link](https://x.com/madcap_cap_cap/status/1981147656736186599)  2025-10-22T23:56Z [---] followers, [---] engagements


"@grok @Thanos_Capital @0xMerridew IIRC he was all in on $MSTR. Did he sell"  
[X Link](https://x.com/madcap_cap_cap/status/1981148368023015560)  2025-10-22T23:59Z [---] followers, [---] engagements


"@iancassel @LockStockBarrl Neat"  
[X Link](https://x.com/madcap_cap/status/1981591052613276065)  2025-10-24T05:18Z [---] followers, [---] engagements


"@MPelletierCIO @peter_mantas lol the only lesson here is that everyone in the world now knows that Trump always tacos"  
[X Link](https://x.com/madcap_cap/status/1981715174630281231)  2025-10-24T13:31Z [---] followers, [--] engagements


"@MPelletierCIO @peter_mantas lmao"  
[X Link](https://x.com/madcap_cap/status/1981717449096474637)  2025-10-24T13:40Z [---] followers, [--] engagements


"@iancassel @LockStockBarrl Kneat"  
[X Link](https://x.com/madcap_cap/status/1981721620847751504)  2025-10-24T13:57Z [---] followers, [--] engagements


"The shorts had become even more obnoxious than the longs Gotta love markets @commonsenseplay Im a quantum compute bear but think it will bounce. The bulls truly believe quantum is a once in a generation opportunity. Unless the whole market turns I suspect the valuation insensitive buyers will be back. @commonsenseplay Im a quantum compute bear but think it will bounce. The bulls truly believe quantum is a once in a generation opportunity. Unless the whole market turns I suspect the valuation insensitive buyers will be back"  
[X Link](https://x.com/madcap_cap/status/1981722682207998325)  2025-10-24T14:01Z [---] followers, [---] engagements


"@JuanRainversion @BourbonInsider They have to use part of their bonus to buynot much of a signal"  
[X Link](https://x.com/madcap_cap/status/1981723039000576357)  2025-10-24T14:02Z [---] followers, [--] engagements


"@quantian1 Main points of difference were really just valuation rate of progress and use cases. Good debate"  
[X Link](https://x.com/madcap_cap/status/1981804015068622961)  2025-10-24T19:24Z [---] followers, [----] engagements


"@cz_binance"  
[X Link](https://x.com/madcap_cap/status/1981812420042797356)  2025-10-24T19:57Z [---] followers, [--] engagements


"@qcapital2020 Current admin doing much more obscene things every damn day"  
[X Link](https://x.com/madcap_cap/status/1981831723303547187)  2025-10-24T21:14Z [---] followers, [--] engagements


"lmao could you imagine having this set up just to scroll Twitter ๐Ÿ˜‚ @Micro2Macr0 What about this setup https://t.co/1XgYJ8DO0J @Micro2Macr0 What about this setup https://t.co/1XgYJ8DO0J"  
[X Link](https://x.com/madcap_cap/status/1981853260588994911)  2025-10-24T22:40Z [---] followers, [---] engagements


"@beach_trades The Origin one is old news that never happened. Thats why the stock tanked"  
[X Link](https://x.com/madcap_cap/status/1981871930534961459)  2025-10-24T23:54Z [---] followers, [--] engagements


"@CJ0pp3l Maybe next earnings will knock it out of the park"  
[X Link](https://x.com/madcap_cap/status/1982101319776391500)  2025-10-25T15:05Z [---] followers, [--] engagements


"@YeahDrDave Good post. Formerly a beverage company now a quantum company is $QUBT. Rather than IPO would the right word here not be de-SPAC"  
[X Link](https://x.com/madcap_cap/status/1982122033405374765)  2025-10-25T16:28Z [---] followers, [---] engagements


"@DrDavidKass A problem everyone else could only wish they had"  
[X Link](https://x.com/madcap_cap/status/1982127939949932857)  2025-10-25T16:51Z [---] followers, [---] engagements


"@Shaunb519 @Vmaxpax @grok is $ADI a competitor of $FEIM"  
[X Link](https://x.com/madcap_cap/status/1982140081776611656)  2025-10-25T17:39Z [---] followers, [---] engagements


"@Vmaxpax @grok whats the story with SandboxAQ and Q-Ctrl"  
[X Link](https://x.com/madcap_cap_cap/status/1982140627492942014)  2025-10-25T17:42Z [---] followers, [--] engagements


"@Vmaxpax @grok whats the story with SandboxAQ and Q-Ctrl"  
[X Link](https://x.com/madcap_cap/status/1982144774133211545)  2025-10-25T17:58Z [---] followers, [--] engagements


"@Vmaxpax "Sumitomo will bring to market the technology which is being developed by ColdQuanta. Sumitomo is looking to invest in ColdQuanta by taking a stake of several percent in the company. It also holds the rights to sell the startups sensors in Japan." $INFQ"  
[X Link](https://x.com/madcap_cap/status/1982154354304967007)  2025-10-25T18:36Z [---] followers, [---] engagements


"@Vmaxpax Good Spaces When I used to follow you on tankers a couple years ago I assumed you were female based on your pfp I guess. Then when I saw you got really into drones etc I thought oh must be a guy. Then heard you on a Spaces last week & discovered my first impression was right ๐Ÿป"  
[X Link](https://x.com/madcap_cap/status/1982171878539280717)  2025-10-25T19:46Z [---] followers, [--] engagements


"@Vmaxpax In particular I remember you helping me out with some tanker co that operates in the Great Lakes that you were looking at. In the end it turned out the tanker party actually ended soon after this ๐Ÿ‘‡ and after getting burned on cyclicals I quit them all https://x.com/madcap_cap_cap/status/1765934768187916351 "If this tanker party is going on right now where are we in the party" @lh_barstad: "I think we haven't even sat down for dinner yet." https://x.com/madcap_cap_cap/status/1765934768187916351 "If this tanker party is going on right now where are we in the party" @lh_barstad: "I"  
[X Link](https://x.com/madcap_cap/status/1982178440422768986)  2025-10-25T20:12Z [---] followers, [---] engagements


"@Vmaxpax only recently discovered this impressive group of smart folks working on drones sensing etc ie you Mystic the two Mikes etc"  
[X Link](https://x.com/madcap_cap/status/1982179216608080233)  2025-10-25T20:15Z [---] followers, [--] engagements


"@Vmaxpax Almost everyone got caught offside on tankers and offshore drillers. A few contrarians who were super dialed in got out in time but most (like me) were led to the slaughter. Much easier to focus on price makers than price takers"  
[X Link](https://x.com/madcap_cap/status/1982183311314129116)  2025-10-25T20:31Z [---] followers, [--] engagements


"@JakeJillyHold @ACapitalLP went long Infleqtion"  
[X Link](https://x.com/madcap_cap/status/1982184334657208593)  2025-10-25T20:35Z [---] followers, [--] engagements


"@_triangulate_ @Vin_cenzo_ @Mike10947310 @OddDiligence @RealYuvaraj You are a weird guy/ investor @_triangulate_ @Vin_cenzo_ @Mike10947310 @OddDiligence @RealYuvaraj You are a weird guy/ investor"  
[X Link](https://x.com/madcap_cap/status/1982184526324420683)  2025-10-25T20:36Z [---] followers, [---] engagements


"@Vmaxpax Oh yeah I think I remember now you actually went short when many were max long. Should have listened to you ๐Ÿ˜† Anyway just more tuition paid to the market haha"  
[X Link](https://x.com/madcap_cap/status/1982187827170271721)  2025-10-25T20:49Z [---] followers, [--] engagements


"@Vmaxpax Honestly think I will never touch any commodity / cyclical stocks again ๐Ÿคฆ๐Ÿปโ™‚๐Ÿ˜† Even when the tickers come up in my feed I get the heebie-jeebies now"  
[X Link](https://x.com/madcap_cap/status/1982188970034201065)  2025-10-25T20:54Z [---] followers, [--] engagements


"@JakeJillyHold @ACapitalLP I started researching it because I was annoyed at how much it was being pumped. Then I bought at [--] because I thought if you cant beat em might as well join em. Then I actually started to like it so more than doubled down on the dip. Now Im actually pretty bullish on it haha"  
[X Link](https://x.com/madcap_cap/status/1982202633457680514)  2025-10-25T21:48Z [---] followers, [--] engagements


"@WagieCapital The warning was literally right in the companys name"  
[X Link](https://x.com/madcap_cap/status/1982513071940898874)  2025-10-26T18:22Z [---] followers, [---] engagements


"@commonsenseplay looks like $RGTI has raised a lot of cash and paid off all their debt"  
[X Link](https://x.com/madcap_cap/status/1982963186442875187)  2025-10-28T00:10Z [---] followers, [---] engagements


"@commonsenseplay https://www.globenewswire.com/news-release/2025/06/11/3097457/0/en/Rigetti-Computing-Completes-350-Million-At-the-Market-Equity-Offering.html https://www.globenewswire.com/news-release/2025/06/11/3097457/0/en/Rigetti-Computing-Completes-350-Million-At-the-Market-Equity-Offering.html"  
[X Link](https://x.com/madcap_cap/status/1982965045584875748)  2025-10-28T00:18Z [---] followers, [--] engagements


"@SPAC_Infleqtion @bigMMoves @commonsenseplay He seems like a nice guy and it seems like he aims to be factually correct. Bulls and bears can learn a lot from each other. I am curious about the RGTI bull case. Went through the cash tag and didnt really see any posts of substance mostly just TA noise and bots"  
[X Link](https://x.com/madcap_cap/status/1982980585837736323)  2025-10-28T01:19Z [---] followers, [--] engagements


"@SoloILGALA__45 @commonsenseplay Bro I dont know anything about the company but was just checking to see if they used the multiple expansion to issue equity which they did"  
[X Link](https://x.com/madcap_cap/status/1982987995168055745)  2025-10-28T01:49Z [---] followers, [--] engagements


"@SoloILGALA__45 @commonsenseplay Also saw that at the end of September $RGTI had two orders for quantum computers for a total of $5.7M https://www.globenewswire.com/news-release/2025/09/30/3158561/0/en/Rigetti-Announces-Purchase-Orders-for-Two-Quantum-Computing-Systems-Totaling-Approximately-5-7-Million.html https://www.globenewswire.com/news-release/2025/09/30/3158561/0/en/Rigetti-Announces-Purchase-Orders-for-Two-Quantum-Computing-Systems-Totaling-Approximately-5-7-Million.html"  
[X Link](https://x.com/madcap_cap/status/1982995228748644396)  2025-10-28T02:17Z [---] followers, [---] engagements


"@pennycheck Was there a particular moment this happened $CCCX"  
[X Link](https://x.com/madcap_cap/status/1983216922230444303)  2025-10-28T16:58Z [---] followers, [----] engagements


"@stocksncrypto26 @pennycheck @transhumanica $NXSN.TA $LPTH $MPTI"  
[X Link](https://x.com/madcap_cap/status/1983228954505892065)  2025-10-28T17:46Z [---] followers, [---] engagements


"@DrocDolf @JohnnyRivers33 @MartinShkreli @NickPappagiorg @disgusting_pleb @pennycheck I of course agree. From the abstract: In proof-of-principle experiments with [--] and [--] logical qubits we find 4x reduction in error via the logical encodings. So I would like to think $CCCX is not misrepresenting but rather maybe its actually just a small step"  
[X Link](https://x.com/madcap_cap/status/1983311413797105687)  2025-10-28T23:14Z [---] followers, [---] engagements


"@KairosPraxis @ReneSellmann From where then My theory is algos being dumb and looking at GAAP EPS"  
[X Link](https://x.com/madcap_cap/status/1983720642638967208)  2025-10-30T02:20Z [---] followers, [--] engagements


"@manuel_veritas @JPATrades Yeah I went to a quantum Spaces and it was eye opening. They really believe its a once in a generation opportunity and that they are so early. Quantum is very volatile though so I dont think even they would claim its a safe haven"  
[X Link](https://x.com/madcap_cap/status/1983939412053651865)  2025-10-30T16:49Z [---] followers, [--] engagements


"@AskPerplexity @strewth54 @NVanCaroline Was she a Bill C-31 hire"  
[X Link](https://x.com/madcap_cap/status/1984417248665354334)  2025-11-01T00:28Z [---] followers, [--] engagements


"@AskPerplexity @strewth54 @NVanCaroline Was it a merit based appointment or affirmative action"  
[X Link](https://x.com/madcap_cap/status/1984417876963705129)  2025-11-01T00:31Z [---] followers, [--] engagements


"chose your fighter $META $AMZN"  
[X Link](https://x.com/madcap_cap/status/1984687136193544411)  2025-11-01T18:21Z [---] followers, [---] engagements


"@deedydas @grok is 8.8% correct for GOOG or does the value of their unrealized gains likely also include other investments"  
[X Link](https://x.com/madcap_cap/status/1984690868633452646)  2025-11-01T18:35Z [---] followers, [----] engagements


"@MarceloPLima @BerkelKip Maybe I'm confused but it seems like you guys are backing out $TOI.V and $LMN.V from CSU's MC but not from the FCFA2S from TOI and LMN I believe @CompTortoise argues it's key to look at $CSU.TO on a standalone basis (rather than fully consolidated) right If so agree TIA"  
[X Link](https://x.com/madcap_cap/status/1985109027806953545)  2025-11-02T22:17Z [---] followers, [----] engagements


"@AB1001_disciple why so bullish then it has done amazing but the lack of a moat makes me think twice. I'm invested in $LPTH which makes infrared cameras for security towers being used for the border wall and they have a synthetic rare earth to replace the one China restricted so more moaty"  
[X Link](https://x.com/madcap_cap/status/1985189375408586875)  2025-11-03T03:36Z [---] followers, [---] engagements


"Everyone on FinTwit (who follows it) was super positive on $TOI.V earnings so why was it down What was the catch I'm assuming it wasn't the net loss due to "the equity method of accounting" thing since that would be too dumb (right.)"  
[X Link](https://x.com/madcap_cap/status/1986240816432791655)  2025-11-06T01:14Z [---] followers, [----] engagements


"@TidefallCapital which expectations I'm assuming it's more just the ongoing AI fears https://topicus.com/news/constellation-software-inc-and-topicuscom-inc-announce-results-for-topicuscom-inc-for-the-third-quarter-ended-september-30-2025 https://topicus.com/news/constellation-software-inc-and-topicuscom-inc-announce-results-for-topicuscom-inc-for-the-third-quarter-ended-september-30-2025"  
[X Link](https://x.com/madcap_cap/status/1986454959072878955)  2025-11-06T15:25Z [---] followers, [----] engagements


"@PulsionDe what's the narrative AI"  
[X Link](https://x.com/madcap_cap/status/1986464131000791486)  2025-11-06T16:02Z [---] followers, [---] engagements


"@TidefallCapital @BerkelKip Thx I get that but (i) didn't really hear people warning about TOI being expensive (narrative was more that it was expensive last fall and then became cheap after Jan-Feb capital deployment) (ii) something has to trigger the derate--again seems most sw is suffering due to "AI""  
[X Link](https://x.com/madcap_cap/status/1986465520514949629)  2025-11-06T16:07Z [---] followers, [---] engagements


"have you even thanked your local $png.v pumper $png.v has gone full on meme stonk where valuation is no longer a factor https://t.co/AMaBhAZC97 $png.v has gone full on meme stonk where valuation is no longer a factor https://t.co/AMaBhAZC97"  
[X Link](https://x.com/madcap_cap/status/1986841046438060110)  2025-11-07T16:59Z [---] followers, [---] engagements


"$hims https://x.com/steve2bacon/status/1987178172593676530s=20 That CEO teaming up with Antonio at the top to gang bang retail was really nasty work. Lock them both up https://t.co/YRu9V7YHj5 https://x.com/steve2bacon/status/1987178172593676530s=20 That CEO teaming up with Antonio at the top to gang bang retail was really nasty work. Lock them both up https://t.co/YRu9V7YHj5"  
[X Link](https://x.com/madcap_cap/status/1987202942089502897)  2025-11-08T16:57Z [---] followers, [---] engagements


"@Blackjack155361 @AlmostMongolian happens to the best of us but if there is a buyout wouldn't you rather be bought out directly"  
[X Link](https://x.com/madcap_cap/status/1987660174870679928)  2025-11-09T23:14Z [---] followers, [--] engagements


"@KairosPraxis @CJ0pp3l @Vmaxpax Main factor being what you get for the cost"  
[X Link](https://x.com/madcap_cap/status/1987756355734880686)  2025-11-10T05:37Z [---] followers, [--] engagements


"@rk27272727 @AndrewDoPaco1 unless they can beat this hurdle rate why not buyback shares while the stock is beatdown. https://x.com/AndrewDoPaco1/status/1980693325691953173s=20 $CMG.TO is now trading for 13x FY24 EV/FCF. If you believe they will improve profitability in the [--] acquired businesses and control churn in the core business it is likely that theyll exceed those numbers again causing a rerating of the stock. https://x.com/AndrewDoPaco1/status/1980693325691953173s=20 $CMG.TO is now trading for 13x FY24 EV/FCF. If you believe they will improve profitability in the [--] acquired businesses"  
[X Link](https://x.com/madcap_cap/status/1988025483200786669)  2025-11-10T23:26Z [---] followers, [--] engagements


"@KairosPraxis @Vmaxpax I wouldnt actually do it but this made me consider Aritzia as a long for the first time. I actually live 2-3 blocks from an Aritzia a Kits and a Whole Foods (AMZN) so was thinking that would probably actually be a pretty good concentrated port haha Was just in NYC and spoke to a few women in Aritzias demographic. They hadnt even heard of it until very recently. The awareness of the brand is much different in the US vs Canada which makes me even more bullish. Lots of optionality once US is more deeply penetrated. Was just in NYC and spoke to a few women in Aritzias"  
[X Link](https://x.com/madcap_cap/status/1988121352193405013)  2025-11-11T05:47Z [---] followers, [---] engagements


"@IrrationalMrkts @KairosPraxis @Vmaxpax It just got an Aritzia this summer further proving Kits thesis that Kits has everything"  
[X Link](https://x.com/madcap_cap/status/1988292008394514570)  2025-11-11T17:05Z [---] followers, [--] engagements


"@KairosPraxis @IrrationalMrkts @Vmaxpax Kits maybe not cool enough for Aritzia. Kits has a cool vibe but the prices are so cheap it makes me question the quality (and the margins) They are even on the same street though. And Kits does have some designer lines"  
[X Link](https://x.com/madcap_cap/status/1988311317200204103)  2025-11-11T18:22Z [---] followers, [--] engagements


"@KairosPraxis @IrrationalMrkts @Vmaxpax Kits does sell Ray-Bans and a few other more designer lines. I think Kits might also do AR glasses which could be cool for Aritzia. Hey glasses wheres the nearest matcha shop Im crashing out bad omg lol love you bitches ๐Ÿ’…"  
[X Link](https://x.com/madcap_cap/status/1988322948709794174)  2025-11-11T19:08Z [---] followers, [--] engagements


"@KairosPraxis @Vmaxpax @IrrationalMrkts boring and don't see much of a moat in apparel etc. That said I am very bullish on Meta partly because of their AI/AR/VR glasses"  
[X Link](https://x.com/madcap_cap/status/1988330148496896356)  2025-11-11T19:37Z [---] followers, [--] engagements


"@KairosPraxis @Vmaxpax @IrrationalMrkts Im actually more intrigued by $ATZ.TO than Kits. The stores are fun the clothes are quality and stylish the financials look great and I dont see why US expansion wouldnt go well (barring a recession). Is Aritzia a buy or a bit pricey I chatted about $CHE.UN and $ATZ.TO this morning with @BNNBloomberg. Catch the segment below. CHE - Converts refi/short arbitrage covering likely the reason for recent strength. Reports tomorrow. ATZ - Alt Data showing strong US revenue. setting up another beat/raise in Jan [--]. I chatted about $CHE.UN and $ATZ.TO this"  
[X Link](https://x.com/madcap_cap/status/1988372316217348194)  2025-11-11T22:24Z [---] followers, [---] engagements


"@plasticnewt3 @Larryjamieson_ Did you end up becoming a community member Anyhow just wondering if you would mind sharing the ticker of that Japanese legal software Sounds interesting"  
[X Link](https://x.com/madcap_cap/status/1989094008799584345)  2025-11-13T22:12Z [---] followers, [--] engagements


"@KairosPraxis @CJ0pp3l @Vmaxpax https://www.ctvnews.ca/politics/article/swedish-manufacturer-saab-says-10000-jobs-could-land-in-canada/ https://www.ctvnews.ca/politics/article/swedish-manufacturer-saab-says-10000-jobs-could-land-in-canada/"  
[X Link](https://x.com/madcap_cap/status/1989222708241117560)  2025-11-14T06:43Z [---] followers, [--] engagements


"@SimeonResearch_ @NestBetter I'm old enough to remember when you were a quality investor ๐Ÿ˜‚"  
[X Link](https://x.com/madcap_cap/status/1990126696167833805)  2025-11-16T18:35Z [---] followers, [--] engagements


"Epstein involvement in $BTC ๐Ÿ˜ฌ https://x.com/Cryptogether51/status/1989682744951980395s=20 If Epstein is the real Satoshi this is what's going to happen ๐Ÿ‘‡๐Ÿป https://t.co/v3C982pmjo https://x.com/Cryptogether51/status/1989682744951980395s=20 If Epstein is the real Satoshi this is what's going to happen ๐Ÿ‘‡๐Ÿป https://t.co/v3C982pmjo"  
[X Link](https://x.com/madcap_cap/status/1990141585036853711)  2025-11-16T19:35Z [---] followers, [---] engagements


"@KairosPraxis Heard theyre building these newfangled data thingies allover the place so that might help make up for Uncle Jim in New England squeezing another winter out of his ol boiler"  
[X Link](https://x.com/madcap_cap/status/1990903907212800089)  2025-11-18T22:04Z [---] followers, [---] engagements


"@GrumpierBTDay @KairosPraxis $CSAI hadnt been on my radar but I agree everything will end up being surveilled"  
[X Link](https://x.com/madcap_cap/status/1991934292893852058)  2025-11-21T18:18Z [---] followers, [---] engagements


"@AdlerJoelle @BillAckman @nytimes @thetimes https://x.com/abujomaagaza/status/1992426283104616517 For those who claim that I am posting from Poland. https://t.co/v2ZW4sXVXA https://x.com/abujomaagaza/status/1992426283104616517 For those who claim that I am posting from Poland. https://t.co/v2ZW4sXVXA"  
[X Link](https://x.com/madcap_cap/status/1992643415570629008)  2025-11-23T17:16Z [---] followers, [--] engagements


"@RUSerious1968 @ShawnTBay @BillAckman @nytimes @thetimes Its Hackman who has zero credibility as he regularly does zero due diligence before posting For those who claim that I am posting from Poland. https://t.co/v2ZW4sXVXA For those who claim that I am posting from Poland. https://t.co/v2ZW4sXVXA"  
[X Link](https://x.com/madcap_cap/status/1992643812859297980)  2025-11-23T17:18Z [---] followers, [--] engagements


"@TidefallCapital @KairosPraxis @Vmaxpax great price now why risk it Tax loss selling is probably partly what already knocked it down + acquisition news tends to turn sentiment around quickly"  
[X Link](https://x.com/madcap_cap/status/1992645777647411570)  2025-11-23T17:25Z [---] followers, [--] engagements


"@SimeonResearch_ @BerkelKip I of course agree that CMG sucks but I dont see how it looks bad here Cashed up for acquisitions buyback authorization for up to 5% of float P/E cut in half over the last year CSU affiliated CFO and Chair of the Board"  
[X Link](https://x.com/madcap_cap/status/1992660438623088670)  2025-11-23T18:24Z [---] followers, [---] engagements


"@BlackScholesMan Is it time $LPTH"  
[X Link](https://x.com/madcap_cap/status/1992830945481925021)  2025-11-24T05:41Z [---] followers, [---] engagements


"@miscomputate Why 3-18 months after merger"  
[X Link](https://x.com/madcap_cap/status/1993152433435165016)  2025-11-25T02:59Z [---] followers, [--] engagements


"@shravanrayhaan Now I'm more bullish on BlackDiamond $LPTH https://www.youtube.com/watchv=BAehEwKfnCE&list=RDBAehEwKfnCE&start_radio=1 https://www.youtube.com/watchv=BAehEwKfnCE&list=RDBAehEwKfnCE&start_radio=1"  
[X Link](https://x.com/madcap_cap/status/1993350534892601491)  2025-11-25T16:06Z [---] followers, [---] engagements


"@shravanrayhaan This is the main thing: they have a synthetic replacement for Germanium which is used in optics for their drone and anti-drone cameras and Germanium export is banned/limited by China. It performs as well or better and has a more reliable supply chain. $LPTH someone said Black Diamond ๐Ÿ’Ž Proprietary and DoD approved Germanium Free alternative for Infrared Optics In the middle of a Rare Earths war with our largest adversary And a $200000000 Shelf Registration filing for undisclosed purposes https://t.co/yrX84lJ1xG $LPTH someone said Black Diamond ๐Ÿ’Ž Proprietary and DoD approved"  
[X Link](https://x.com/madcap_cap/status/1993361246566158728)  2025-11-25T16:48Z [---] followers, [--] engagements


"@shravanrayhaan They just did a massive shelf registration which is presumably for expansion and maybe an acquisition. They are partnered with LMT for a major DOD contract bid. They are supplying most of the cameras for the border wall so in short imo r/r is good and good probability of success"  
[X Link](https://x.com/madcap_cap/status/1993367138950889591)  2025-11-25T17:12Z [---] followers, [--] engagements


"@shravanrayhaan 2.7% but I hope to at least double my sizing once I can free up some cash elsewhere. Ive been in it since the summer and its been super volatile haha"  
[X Link](https://x.com/madcap_cap/status/1993375768815296623)  2025-11-25T17:46Z [---] followers, [--] engagements


"@Vmaxpax @KairosPraxis Sorry whats Ibird I thought we were talking about this Newly released footage of the UK's Dragonfire laser weapon system engaging drones at a test range. The Royal Navy confirmed today that it aims to start deploying lasers on its ships within two years. https://t.co/TxjThCM0oV Newly released footage of the UK's Dragonfire laser weapon system engaging drones at a test range. The Royal Navy confirmed today that it aims to start deploying lasers on its ships within two years. https://t.co/TxjThCM0oV"  
[X Link](https://x.com/madcap_cap/status/1993545988624335223)  2025-11-26T05:02Z [---] followers, [---] engagements


"@KairosPraxis @Vmaxpax Thats what I just quoted too lol The question was about directed energy opps and their answer was look at Iron Beam and DragonFire those are opportunities. They already previously let Iron Beam slip out so maybe this is another slip but the Iron Beam one was much more direct"  
[X Link](https://x.com/madcap_cap/status/1993911219376542031)  2025-11-27T05:14Z [---] followers, [--] engagements


"@Vmaxpax @KairosPraxis This was from Kairos but Claude and I had the same interpretation of the reference to DragonFire. That doesnt mean they are not partnered but I just dont think that can be taken away from that comment. The Iron Beam one you linked me to a few days ago was much more direct"  
[X Link](https://x.com/madcap_cap/status/1993939293002477781)  2025-11-27T07:05Z [---] followers, [---] engagements


"@deepvalueco Yup at their earnings they announced they are going to pause their buyback to focus on paying down debt from an earlier acquisition. The right move I guess but also sucks. Tariffs really threw a wrench into their plans"  
[X Link](https://x.com/madcap_cap/status/1994040430611320983)  2025-11-27T13:47Z [---] followers, [--] engagements


"@oakleybmiller @Vmaxpax @KairosPraxis after listening to the whole call again and the intonation in this passage in particular I would say the emphasis is more on "other international efforts" ie it sounds like they are already working with some other international ally--France Germany (ie in addition to Israel)"  
[X Link](https://x.com/madcap_cap/status/1994236067470356884)  2025-11-28T02:45Z [---] followers, [--] engagements


"I challenge you to try to find a link to $CSU.TO's website anywhere on Volaris'. At first I was looking for a link out of laziness but then spent like [--] minutes trying to find one purely because I couldn't but thought there *must* be one somewhere no https://www.volarisgroup.com https://www.volarisgroup.com"  
[X Link](https://x.com/madcap_cap/status/1994261169096315270)  2025-11-28T04:24Z [---] followers, [---] engagements


"@Vmaxpax I know its a cliche to say but honestly think Aritzia might be the next Aritzia. A (very) strong brand with still lots of expansion potential. Kits will probably do well but I just see zero moat and a super competitive space. + who wants to buy glasses online"  
[X Link](https://x.com/madcap_cap/status/1994294693308322244)  2025-11-28T06:38Z [---] followers, [--] engagements


"@Vmaxpax I do love my new Kits glasses but they were so cheap ($89) dont see how they make much on them. Got an email for 40% off another pair but didnt see anything else I liked ๐Ÿคท๐Ÿปโ™‚ Kits does seem very driven though but cant all the brick n mortar cos big up their online presence"  
[X Link](https://x.com/madcap_cap/status/1994305237125931257)  2025-11-28T07:19Z [---] followers, [--] engagements


"@Vmaxpax Aritzia OTOH all women seem to love and even as a dude I never mind going there with my wife because its like being in a whole other world. A lot more US expansion + global + online. Seems like an easy growth story for a few more years"  
[X Link](https://x.com/madcap_cap/status/1994305918889283642)  2025-11-28T07:22Z [---] followers, [--] engagements


"@KairosPraxis @Vmaxpax The brick n mortar cos are going to go more online and the online cos are going to go more brick n mortar. As that guy argued in the Aritzia piece that is actually the best way to drive traffic Exciting news: $KITS is opening a second brick and mortar location in Q1 [----] this time in Toronto. The Vancouver store has been doing 50% () SSS numbers year after year and has sold [-----] pairs of glasses since [----]. https://t.co/CZ4CboZO2Q Exciting news: $KITS is opening a second brick and mortar location in Q1 [----] this time in Toronto. The Vancouver store has been doing 50%"  
[X Link](https://x.com/madcap_cap/status/1994517427858936163)  2025-11-28T21:23Z [---] followers, [--] engagements


"@pernasresearch Every new investor goes through a phase where they discover him and then bring out all the same old tired quotes and stories so they reappear in your feed every year and it gets boring fast"  
[X Link](https://x.com/madcap_cap/status/1994853347594240278)  2025-11-29T19:37Z [---] followers, [--] engagements


"@amszti @evrgn11112231 @mply_cap But yes I agree: @evrgn11112231 then what is the moat"  
[X Link](https://x.com/madcap_cap/status/1994860046195593243)  2025-11-29T20:04Z [---] followers, [---] engagements


"@b_co_co @mply_cap Why didn't you buy the last $ASML dip"  
[X Link](https://x.com/madcap_cap/status/1994861308051947631)  2025-11-29T20:09Z [---] followers, [--] engagements


"@grok @MartinGTobias @mply_cap $GOOG is the third most undervalued even after this move"  
[X Link](https://x.com/madcap_cap/status/1994861862744461591)  2025-11-29T20:11Z [---] followers, [--] engagements


"@grok @MartinGTobias @mply_cap Interesting"  
[X Link](https://x.com/madcap_cap/status/1994864817853849626)  2025-11-29T20:23Z [---] followers, [--] engagements


"@SloptopCaptial @ContrarianCurse Yes presumably he knows that Russia invaded Ukraine but for some fucked up reason likes to say that Ukraine started the war. The kompromat theory would explain a lot and isnt much of a stretch considering Trumps connection with Epstein"  
[X Link](https://x.com/madcap_cap/status/1994969251044860114)  2025-11-30T03:18Z [---] followers, [--] engagements


"@TeamKhabib @TheNotoriousMMA @grok so what happened with these NFTs or whatever it was"  
[X Link](https://x.com/madcap_cap/status/1995173746542510452)  2025-11-30T16:51Z [---] followers, [--] engagements

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

@madcap_cap Avatar @madcap_cap DS

DS posts on X about $tmc, in the, debt, stocks the most. They currently have [---] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [---------] -29%
  • [--] Month [---------] +11,520%
  • [--] Months [---------] +74,367%
  • [--] Year [---------] +2,490%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] no change
  • [--] Month [---] +63%
  • [--] Months [---] +1,289%
  • [--] Year [---] +91%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +0.69%
  • [--] Month [---] +2.40%
  • [--] Months [---] -6.70%
  • [--] Year [---] -7%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks countries cryptocurrencies technology brands currencies celebrities automotive brands travel destinations agencies

Social topic influence $tmc, in the, debt, stocks, $rig, $val, china, rig, $cccx, acquisition

Top assets mentioned TMC the metals company Inc. Common Stock (TMC) Transocean LTD. (RIG) Validity (VAL) Noble Corporation (NE) Ivanhoe Electric Inc. (IE) Frontline Ltd. (FRO) Warrior Met Coal, Inc. (HCC) Seadrill Limited (SDRL) Sigma Lithium Corporation Common Shares (SGML) Peabody Energy Corporation (BTU) NVIDIA Corp. (NVDA) Sentio Protocol (SEN) Amazon.com, Inc. (AMZN) Bitcoin (BTC) Stader (SD) Alpha Metallurgical Resources, Inc. (AMR) Quantum Computing Inc. (QUBT) Coherent Inc (COHR) RAMP (RAMP) Rally (RLY)

Top Social Posts

Top posts by engagements in the last [--] hours

"27 #PIVX $PIVX [--] #Matrix AI Network $MAN [--] #Mainframe $MFT [--] #Wanchain $WAN [--] #Holochain $HOT [--] #Steem $STEEM [--] #RavenCoin $RVN [--] #Dragonchain $DRGN [--] #BitcoinSV $BSV [--] #Syscoin $SYS [--] #Bismuth $BIS [--] #Odyssey $OCN [--] #DigiByte $DGB [--] #Zilliqa $ZIL"
X Link 2019-06-08T16:07Z [---] followers, [--] engagements

"41 #Komodo $KMD [--] #Ignis $IGNIS [--] #IOTA $MIOTA [--] Silent Notary $SNTR [--] #Haven $XHV [--] #Ontology $ONT [--] #Fortuna $FOTA [--] #VeChain $VEN / $VET [--] #Tael $WABI [--] #IOST $IOST [--] #Consensus $SEN [--] #Luxcore $LUX [--] #Shift $SHIFT [--] #Bluzelle $BLZ"
X Link 2019-06-08T16:07Z [---] followers, [--] engagements

"55 #Tomochain $TOMO [--] #Trinity $TNC [--] #Dero $DERO [--] #Aurora DAO $AURA [--] #ZCoin $XZC [--] #Nxt $NXT [--] #Verge $XVG [--] #Cryptobontix $DIG [--] #0x $ZRX [--] #AirSwap $AST [--] #Bancor $BNT [--] #Lisk $LSK [--] #Matic Network $MATIC [--] #SALT $SALT [--] #Genesis Vision $GVT"
X Link 2019-06-08T16:07Z [---] followers, [--] engagements

"When a [--] hour volume of $288 can make an alt coin drop 84% $SEN"
X Link 2019-09-05T02:10Z [---] followers, [--] engagements

"@IBDinvestors @IBD_KShreve Whats the logic behind this common aphorism It isnt very intuitive: people selling will help the price spurt up"
X Link 2020-01-15T15:42Z [---] followers, [--] engagements

"@imBagsy Anyone want some OTC $SEN"
X Link 2021-02-13T06:22Z [---] followers, [--] engagements

"@Namzes_G This complete garbage is economic freedom for Millennials and Zoomers"
X Link 2021-10-31T03:31Z [---] followers, [--] engagements

"Looks like #Nitrogen is by far the most in demand fertilizer chart via @RoryDeverell"
X Link 2021-12-12T21:11Z [---] followers, [--] engagements

"@agnostoxxx @YellowLabLife @twebs That Spaces was so good I just went straight out and caught a falling knife on $TWTR (already hold $GLEN.L). Where else are such great open conversations taking place and such amazing networks being organically formed"
X Link 2022-01-05T19:38Z [---] followers, [--] engagements

"@tristandeboer @jenstilmanydots @agnostoxxx $JMD ๐Ÿš€๐Ÿš€๐Ÿš€๐ŸŒ•"
X Link 2022-02-11T20:14Z [---] followers, [--] engagements

"I know many are all doom n gloom right now but lets look at some stocks that are climbing that wall of worry $PANR.L $SBLK $CENX $LXU"
X Link 2022-02-18T18:04Z [---] followers, [--] engagements

"$GLEN.L $EDV.TO $MLX.AX $TECK"
X Link 2022-02-18T18:04Z [---] followers, [--] engagements

"So apparently $GLEN.L went to [----] today ๐Ÿคจ"
X Link 2022-04-26T03:15Z [---] followers, [--] engagements

"Very sad about this but guess I have to put a stop on WHC too and just hope it doesn't tag me. In a bull market you can often get away without stops (so I lost my discipline) but in a bear market you have to use a trailing stop if you dont want to risk all your tendies vanishing AFM got [--] cents away from my stop (bought at [--] cents over a year ago and have recently completed round trips on CENX MLX and UAN which I would prefer not to do again ๐Ÿคฆ๐Ÿปโ™‚) https://t.co/yybnxlEcXL AFM got [--] cents away from my stop (bought at [--] cents over a year ago and have recently completed round trips on CENX MLX"
X Link 2022-07-06T00:30Z [---] followers, [--] engagements

"Then you buy a different stonk and lose your tendies there instead ๐Ÿ˜"
X Link 2022-07-06T00:36Z [---] followers, [--] engagements

"@Namzes_G You were right to trim and I was wrong to diamond hands it. Bull market lulled me into complacency; plus I got/am very attached to my stocks. I remember you said MLX looks overextended too and now all my tendies on it vanished. Got to start sweating it ๐Ÿ˜ https://x.com/_indifferentia_/status/1529648503638458368s=20&t=VoqiqaY4xSj7NKW-I67w3g @Namzes_G With your best stocks why sweat your balls ๐Ÿคท๐Ÿปโ™‚ https://x.com/_indifferentia_/status/1529648503638458368s=20&t=VoqiqaY4xSj7NKW-I67w3g @Namzes_G With your best stocks why sweat your balls ๐Ÿคท๐Ÿปโ™‚"
X Link 2022-07-06T00:49Z [---] followers, [--] engagements

"@YellowLabLife @aggresivevalue Speaking of coal you hold $HCC (met I know) Also come on and finally join @Namzes_G and I in $TMC for a dropbear play the water is warm"
X Link 2022-09-05T17:41Z [---] followers, [--] engagements

"i buy at $28 $HCC interesting The Daily on the strike at Warrior Met Coal $HCC interesting The Daily on the strike at Warrior Met Coal $HCC"
X Link 2022-09-08T03:30Z [---] followers, [--] engagements

"Bought $HCC"
X Link 2022-09-16T17:50Z [---] followers, [--] engagements

"Never knew what is was called until today but I grew up within sight of Westshore Terminals. Everyone's house had a thin layer of #coal dust on it "The port with a capacity to handle [--] million tonnes of coal exports per year takes production from BC." https://www.mining.com/teck-says-elkview-outage-to-cost-1-5-million-tonnes-in-coal-production/ https://www.mining.com/teck-says-elkview-outage-to-cost-1-5-million-tonnes-in-coal-production/"
X Link 2022-09-25T17:39Z [---] followers, [--] engagements

"Speaking of which the main reason I bought $TECK in November was mostly for its met coal. For better or worse it hit my trailing stop this month and I bought $HCC instead since it seems the market doesn't know how to value diversifieds (plus I'm traumatized by Chile) ๐Ÿ˜"
X Link 2022-09-25T18:10Z [---] followers, [--] engagements

"Got bored and took a small profit. Would buy back around [--] again. $HCC Bought $HCC https://t.co/yNp7apoYga Bought $HCC https://t.co/yNp7apoYga"
X Link 2022-10-06T01:00Z [---] followers, [--] engagements

"@Namzes_G @respeculator Until this bear market ends Im the king of paper hands. Only question is where to buy back Whitecastle I miss it"
X Link 2022-12-29T05:58Z [---] followers, [--] engagements

"When sadly hit my trailing stop I bought into (and Now that sadly hit my trailing stop going to buy back into Whitecastle. http://YAL.AX http://SMR.AX http://YAL.AX http://WHC.AX http://YAL.AX http://SMR.AX http://YAL.AX http://WHC.AX"
X Link 2023-01-27T03:34Z [---] followers, [---] engagements

"Yeah so finally bought back into Whitecastle but this time $WHITF and four times bigger than my initial position. $70 commission should protect me from my paper hands"
X Link 2023-01-27T20:16Z [---] followers, [---] engagements

"@theyhatemetoo @WCoastGuynCA for thermal I'm happy with $BTU and $WHITF two of my largest positions"
X Link 2023-02-04T17:53Z [---] followers, [---] engagements

"Excepting a few days last March looks like the nickel price hasn't done much either"
X Link 2023-02-06T05:34Z [---] followers, [---] engagements

"day: Wednesday March [--] [----] closing price: [----] volume: 12.5M shares bought back: [------] percent of volume: 6.1% total to date: [--------] percent of the 240000000: [----] % current shares outstanding: [---------] (- Milestone Shares) start date: 27/10/22 end date: 26/10/23"
X Link 2023-03-16T02:24Z [---] followers, [---] engagements

"Oh man I know they stopped early for some weird reason but now I guess no more $WHC.AX buybacks until after April [--]. NO TRADING IN BLACKOUT PERIODS: c) the period from 4.00pm on [--] March each year until the day following the release to the ASX of the March Quarterly Report"
X Link 2023-03-31T01:07Z [---] followers, [---] engagements

"Whitehaven flat; Newcastle flat"
X Link 2023-03-31T01:11Z [---] followers, [---] engagements

"nice comp Lynas $LYC.AX 5.9B AUD Arafura $ARU.AX 1.0B AUD Hastings $HAS.AX 338M AUD Pensana $PRE.L 154M GBP Northern Minerals $NTU.AX 203M Peak $PEK.AX 102M AUD Vital Metals $VML.AX 90M AUD"
X Link 2023-03-31T04:59Z [---] followers, [---] engagements

"@SandLot84 Its OK for the last [--] months bears n bulls have just been trading places taking victory laps on alternating weeks though please note Naz now officially in a bull market"
X Link 2023-03-31T19:41Z [---] followers, [--] engagements

"And just like that I missed the $WHC.AX bottom and it's almost back to my second entry point. In the last two weeks I had seen several people say they felt like the bottom was getting close but it still had another leg down so I patiently watched and waited"
X Link 2023-04-04T01:32Z [---] followers, [---] engagements

"Boooooo no dip Americans got 5% off today"
X Link 2023-04-06T00:32Z [---] followers, [---] engagements

"I guess this in part explains the current weakness of $LYC.AX and $VML.AX https://x.com/AdamasIntel/status/1644217562564108288s=20 What about #rareearth prices At the moment we're seeing an unprecedented 22% difference in spot prices (which have dropped YTD) and industry guidance prices (relatively firm YTD) in China. 1/๐Ÿค” https://x.com/AdamasIntel/status/1644217562564108288s=20 What about #rareearth prices At the moment we're seeing an unprecedented 22% difference in spot prices (which have dropped YTD) and industry guidance prices (relatively firm YTD) in China. 1/๐Ÿค”"
X Link 2023-04-08T16:40Z [---] followers, [---] engagements

"@tguy5513 @FknGrimm @MrJoshPatrick @TurtleTrainer1 I mean regardless of politics it seems to be trending in that direction in general. Many consumers wants EVs regardless of government mandates so I assume the demand will be there and even Tesla apparently just walked back their statement on REEs"
X Link 2023-04-09T13:59Z [---] followers, [--] engagements

"$WHC.AX finally gave me a second chance at [----] put in a limit order price goes to [-----] but won't fill keep changing my limit order to the ask but it won't fill ask is [----] so I finally hit market and $IBKR gives me [----] ๐Ÿคฆ๐Ÿปโ™‚๐Ÿคฆ๐Ÿปโ™‚๐Ÿคฆ๐Ÿปโ™‚๐Ÿคท๐Ÿปโ™‚"
X Link 2023-04-12T00:56Z [---] followers, [---] engagements

"@HorribleDisgust Checked my notes and yeah enCore is one Pamplona hates for some reason: "ScamCo enCore Energy $EU.V $ENCUF doing its part to tighten future supply by publishing super shitty economics for Juan Tafoya-Marquez." (Pamplona July [--] 2021)"
X Link 2023-04-24T15:01Z [---] followers, [--] engagements

"It very much looks like the $WHC.AX bottom is in + buybacks are back on though of course everything hangs on Newcastle day: Friday April [--] [----] closing price: [----] volume: 4.8M shares bought back: [------] percent of volume: 13.5% total to date: [--------] percent of the 240000000: 23.8% current shares outstanding: [---------] (- Milestone Shares) paid: 4.7M https://t.co/3lkmbReTZc day: Friday April [--] [----] closing price: [----] volume: 4.8M shares bought back: [------] percent of volume: 13.5% total to date: [--------] percent of the 240000000: 23.8% current shares outstanding: [---------] (- Milestone"
X Link 2023-05-01T03:17Z [---] followers, [---] engagements

"@MacroGrowth @PureCycleTech @John_Hempton @Mike_Taylor1972 Come on man; its obviously not a pump n dump. Insiders and investors have a million times more to gain from $PCT being a success than from pumping and dumping shares. Lets elevate the dialogue a little here"
X Link 2023-05-10T23:20Z [---] followers, [---] engagements

"$1353 of volume ๐Ÿซค $VTMXF"
X Link 2023-05-24T19:27Z [---] followers, [---] engagements

"@last_fund $WHC.AX is buying back at a P/E of [---] so that seems like a great IRR. They bought back 10% last year and are 30% through buying back another 25% this year. Reduce the float then pay a bigger dividend on a gated business thanks to ESG. What could be better"
X Link 2023-05-29T13:35Z [---] followers, [---] engagements

"Thank you for the grave dancing $WHITF"
X Link 2023-06-02T17:09Z [---] followers, [---] engagements

"it's pretty funny how tight this range is; no other copper stock (that I know of) trading like this right now $NGEx.v crazy relative strength; folks dont want to give up their $NGEx.v https://t.co/jeYJ3uCjaL crazy relative strength; folks dont want to give up their $NGEx.v https://t.co/jeYJ3uCjaL"
X Link 2023-06-09T14:56Z [---] followers, [----] engagements

"Is this why its being held in such a tight range $NGEX.v spinout of Los Helados Los Helados acquired by $LUN.TO $NGEX.v financing by BHP to drill Potro Cliffs like a Swiss cheese Vicuna ToDo-list 2023/2024: Finance $FIL.TO 23-24 drill-season โœ… $NGEX.v spinout of Los Helados Los Helados acquired by $LUN.TO $NGEX.v financing by BHP to drill Potro Cliffs like a Swiss cheese Josemaria $LUN.TO fiscal terms A lot of triggers to come. #Vicuna Vicuna ToDo-list 2023/2024: Finance $FIL.TO 23-24 drill-season โœ… $NGEX.v spinout of Los Helados Los Helados acquired by $LUN.TO $NGEX.v financing by BHP to"
X Link 2023-06-09T17:04Z [---] followers, [---] engagements

"@greybeard_swede @CBarnahan @radog_77 Dont you think $NGEx.V would pop on a news release that it sold Los Helados to $LUN.TO"
X Link 2023-06-09T19:06Z [---] followers, [---] engagements

"Congrats to anyone who bought the dip instead of grave dancing $WHC.AX"
X Link 2023-06-16T03:46Z [---] followers, [---] engagements

"Someone just learned the difference between a market order and a limit order $VTMXF (good thing it looks like it was only a couple hundred bucks)"
X Link 2023-06-29T14:21Z [---] followers, [---] engagements

"What happened to the ol quarter end $BTU dumps"
X Link 2023-06-29T18:21Z [---] followers, [----] engagements

"My main takeaway from the Q2 call is that retail are the biggest cry babies. Just go through the $ORGN cash tag and look at the whine fest. It was the same thing with the $TMC delay. Invest according to your actual risk tolerance diversify and don't blame others for your choices earnings are fun $ORGN https://t.co/uytTJMyRNE https://t.co/LPvGXqs4q3 earnings are fun $ORGN https://t.co/uytTJMyRNE https://t.co/LPvGXqs4q3"
X Link 2023-08-10T02:19Z [---] followers, [----] engagements

"@StevenShadduck My position is about that same size. It just really annoys me when people go way overweight and then get super emotional when it doesn't go their way. That one guy (J) who tweeted about it the most simply tweeted "I'm out" (obviously emotional); others are talking about a class"
X Link 2023-08-10T03:14Z [---] followers, [---] engagements

"@StevenShadduck action lawsuit. I thought Bissell was very straight up in his engagement and everyone was thanking him for it a month ago ๐Ÿซค I think we might see a bounce at the open and if we do I will probably average down"
X Link 2023-08-10T03:14Z [---] followers, [--] engagements

"@nickbsr9 @kirkburgess @grandma_party I know thats the narrative on X but its bizarre imo; the call was perfectly fine and they answered all the questions very well and in a straightforward way. I thought Bissell would go into hiding considering the retail vitriol on X but instead he jumped on and explained more"
X Link 2023-08-10T22:58Z [---] followers, [---] engagements

"@grandma_party @nickbsr9 @kirkburgess no did a PhD in political philosophy but that is literally what I heard on the call in their presentation and in Bissell's tweets last night. I have found this to be the strangest thing how so many of the Origin bulls have done a [---] overnight. I mean I get that it has been"
X Link 2023-08-11T02:32Z [---] followers, [--] engagements

"@GNWZ02 @private_dataguy @Mike_Taylor1972 @nickbsr9 From what I have seen the size of their bases on X is about the same. Origin doesnt have a MT though Bissell himself does engage sometimes. Interestingly PCT as we all know has several very vocal shorts on X whereas Origin hasnt really had that (just MT himself)"
X Link 2023-08-11T12:53Z [---] followers, [---] engagements

"@XistencX @xEBITDA @nickbsr9 @Mike_Taylor1972 @GNWZ02 @private_dataguy Yes and IIRC in the video they said it is [--] minutes to [--] hour from feedstock to output. Bissell also explicitly denied that the rearrangement of the sequence of products had anything to do with an O1 issue as many have been postulating https://x.com/bysl/status/1689475756139966470s=46&t=Y0pAyR5k394jN6mdyK0ntw @LPTE1 @BSdestroyer_ @TommasoP20 @2020_Fin_Vision Im explicitly saying that that isnt it. https://x.com/bysl/status/1689475756139966470s=46&t=Y0pAyR5k394jN6mdyK0ntw @LPTE1 @BSdestroyer_ @TommasoP20 @2020_Fin_Vision"
X Link 2023-08-11T23:29Z [---] followers, [--] engagements

"@GaloOsc @the_tuolomee @IdenixH @topsecretstocks @ifreebirdie @PeterJParker78 @LostInThe____ @orgninvestor @TPolymerist @Alt @grandma_party @dariusmrtzv Because my point is that I think you guys are reacting emotionally. I get it; you have a lot of legit points too but you have to admit you are all being extremely emotional. One guy said he hasn't slept in days. One guy apologized to JB for shit-talking him after he calmed down"
X Link 2023-08-14T01:03Z [---] followers, [--] engagements

"Whitehaven gonna juice the EPS"
X Link 2023-10-17T23:53Z [---] followers, [----] engagements

"market gets it $WHC.AX"
X Link 2023-10-18T03:44Z [---] followers, [---] engagements

"now we must be squeezing the shorts lol $WHC.AX Whitehaven gonna juice the EPS Whitehaven gonna juice the EPS"
X Link 2023-10-18T04:16Z [---] followers, [---] engagements

"@StevenShadduck Good timing on your WHC entry. It was my largest position from averaging down so many times but Origin overtook it from averaging down even more so now $ORGN largest $WHC.AX second. Carbon negative and carbon maximum ๐Ÿ˜…"
X Link 2023-10-18T14:27Z [---] followers, [---] engagements

"I lost my blue check because I couldnt find where I update my credit card info (horrible UX) and now its [--] (CAD) a month"
X Link 2023-11-06T07:23Z [---] followers, [---] engagements

"$WHC.AX "has welcomed the Governments approval of its greenfield $1b open cut coal mine Winchester South. The Winchester South mine will produce up to 17mtpa of primarily metallurgical coal which will supply the steel-making market for [--] years." https://australianminingreview.com.au/news/big-win-for-whitehavens-1b-queensland-coal-project/ https://australianminingreview.com.au/news/big-win-for-whitehavens-1b-queensland-coal-project/"
X Link 2023-11-28T15:56Z [---] followers, [---] engagements

"@StevenShadduck Ive never even heard of ENDP but congrats on 110% this year ๐Ÿ‘๐Ÿ‘๐Ÿ‘ You should post that as it seems like if you post a great return you get a bunch of new followers hoping to emulate you next year and you are obviously under followed based on the knowledge to followers ratio"
X Link 2023-12-31T03:18Z [---] followers, [--] engagements

"+41% to -33% to + 41% just another day in micro cap land $VTMXF"
X Link 2024-01-30T18:25Z [---] followers, [---] engagements

"Sounds like the $WHC.AX buyback might be on hold for a while as they pay down the debt for Daunia and Blackwater (though once it does resume should be bigger and better than ever)"
X Link 2024-03-14T00:24Z [---] followers, [---] engagements

"I don't know shit about fuck but a Mineral Resource Estimate (MRE) of [---] Mt at 1.2% Total Rare Earth Oxides (TREO) containing [------] tonnes of neodymium-praseodymium oxide (NdPr) in Canadas Northwest Territories seems kind of stupid cheap at a 19M MC no. $VTMXF $VML.AX"
X Link 2024-04-24T02:39Z [---] followers, [----] engagements

"Why is $IE bipolar Was trying to see if maybe the weird recent weakness in $IE was due to dilution or an unlock and if TradingView is correct then the big dip of the dip happened right after the shares outstanding increased 29% at the end of December. https://t.co/Mv8Inh7N2x Was trying to see if maybe the weird recent weakness in $IE was due to dilution or an unlock and if TradingView is correct then the big dip of the dip happened right after the shares outstanding increased 29% at the end of December. https://t.co/Mv8Inh7N2x"
X Link 2024-04-30T19:46Z [---] followers, [---] engagements

"@HorribleDisgust This is now a pretty crappy premium lol as almost every other copper name I follow is up and to the right. I guess a large part of the problem is no needle moving news from $IE out of Tintic. Will be interesting to see if anything needle moving happens in Saudi Arabia though"
X Link 2024-04-30T20:10Z [---] followers, [---] engagements

"Hmm still catching a bid (OTC one is insanely illiquid 7x average volume of [---] bucks ๐Ÿ˜†) $VTMXF guess I shouldnt have pumped it ๐Ÿ˜œ nah just kidding; its so illiquid this is just a totally normal move; unless you hit the bid or ask good luck getting a fill though https://t.co/BNg2jsw49O guess I shouldnt have pumped it ๐Ÿ˜œ nah just kidding; its so illiquid this is just a totally normal move; unless you hit the bid or ask good luck getting a fill though https://t.co/BNg2jsw49O"
X Link 2024-06-21T19:47Z [---] followers, [---] engagements

"@on_Temu Not sure how he got there but could you imagine if $THX.V achieved a FCF yield of 93% in [----] ๐Ÿ˜‚ https://x.com/MylesMcNulty/status/1795792144596095275 Very happy with the Q1 update from gold miner Thor Explorations #THX despite the lack of move in the SP (so far). Revenue of US$33.3m EBITDA of US$23.3m Net profit of US$12.4m AISC came in at an astonishing $632 per oz although this number was massaged https://t.co/EZKw0fbRap https://x.com/MylesMcNulty/status/1795792144596095275 Very happy with the Q1 update from gold miner Thor Explorations #THX despite the lack of move in the SP (so"
X Link 2024-06-28T15:17Z [---] followers, [---] engagements

"When $THX lithium drill results Feels like most of my stocks are trying to bore me to death right now ๐Ÿ˜– Senior debt facility is now less than [--] million dollars and will be completely deleveraged this year. We hope to be getting some news out from our lithium drilling which is ongoing to the market in the next few weeks as well. $THX Senior debt facility is now less than [--] million dollars and will be completely deleveraged this year. We hope to be getting some news out from our lithium drilling which is ongoing to the market in the next few weeks as well. $THX"
X Link 2024-07-29T18:43Z [---] followers, [---] engagements

"I've said it before and I'll say it again: 1100-1200 AISC 2000-2100 oz per week gold 2400-2500 oz [----] - [----] = [----] x [----] = 2.7M x [--] = US$138M pa MC = C$160M senior debt 8M All confirmed in the $THX July [--] Q2 operating update. Seems something's gotta give. @AncientSion They're printing cash with gold where it is - market valuation is low because of segiola mine life which I think has really strong odds of being extended. I think it has really good risk/reward from this price point. But it's lightly traded so I don't plug it here or to friends @AncientSion They're printing cash with gold"
X Link 2024-08-20T03:29Z [---] followers, [----] engagements

"blocked me for questioning his view on $RIG by providing company statements guy always seemed like an egomaniac anyway @orrdavid Q2: we anticipate that therell be a steady growth in cash flow available to address the balance sheet. In the natural course we anticipate that by the end of [----] or thereabouts well be in the neighborhood of [---] billion of debt and then that goes down significantly https://t.co/GxPF5YYZuK @orrdavid Q2: we anticipate that therell be a steady growth in cash flow available to address the balance sheet. In the natural course we anticipate that by the end of [----] or"
X Link 2024-09-01T18:50Z [---] followers, 33.1K engagements

"maybe the ratio could have been a bit better in the view of $AOI shareholders (but then maybe no deal from BTG) though the way I see it $AOI.TO is turning paper into oil while increasing FCF/share and simplifying its capital structure so for me it's a no brainer $AOI.TO $AOI shareholders should IMO vote to reject the merger $AOI shareholders getting taken for a ride from terrible strategy execution from Roger Tucker. $AOI is worth a lot more that the merger scrip ratio suggests $AOI.TO $AOI shareholders should IMO vote to reject the merger $AOI shareholders getting taken for a ride from"
X Link 2024-09-30T02:54Z [---] followers, [----] engagements

"sure was wrong about this lol too expensive for me now though oh well probably just build a basket of mostly producers instead (thinking tko lun ero maybe arg + for fun maybe mari) patiently waiting to add NGEx around early October if it cools off again with the lack of drill results over their winter. "These observations and interpretations will guide the planning for our next drill program which will begin early in the fourth quarter of 2024." https://t.co/z9scvgwUxH patiently waiting to add NGEx around early October if it cools off again with the lack of drill results over their winter."
X Link 2024-10-04T15:04Z [---] followers, [---] engagements

""Glencore and chill" ๐Ÿคฆ๐Ÿปโ™‚ Glencore and chill - even out the brutal met and thermal shoulder seasons with base metals https://t.co/YSm7frZgMD Glencore and chill - even out the brutal met and thermal shoulder seasons with base metals https://t.co/YSm7frZgMD"
X Link 2025-03-18T04:09Z [---] followers, [----] engagements

"I got burnt pretty bad on RIG and ORGN and learnt from both that you can't trust what management says since they are always going to give you the glass half full version. That might be obvious but generally it seems that human beings have to learn things the hard way: pain"
X Link 2025-09-24T03:57Z [---] followers, [---] engagements

"@TelcoDR @grok whats all this"
X Link 2025-09-27T04:31Z [---] followers, [--] engagements

"@KairosPraxis @Mike10947310 @grok can $CLBT crack iPhones"
X Link 2025-09-27T15:59Z [---] followers, [---] engagements

"@Mike10947310 Who has the better shot at a quantum sensing product $FEIM or $CCCX Since $FEIM is already cash flow positive it seems obvious to me its them yet a lot of smart guys are bullish on $CCCX"
X Link 2025-09-27T16:08Z [---] followers, [---] engagements

"@Vmaxpax @plasticnewt3 I really like FEIM because their legacy business has massive tailwinds right now but on top of that they are working on quantum sensing. For actual quantum computing I will probably just stick with GOOGL since they have the capital to throw at it no problem"
X Link 2025-09-27T17:35Z [---] followers, [--] engagements

"@ErnestWongBWM @grok is that 25-30% return on a CSU acquisition revenue or FCF"
X Link 2025-10-03T05:54Z [---] followers, [--] engagements

"lmao $png.v @knoggerss1 @QualityInvest5 yes the valuation has become pretty absurd mostly because of the connection with Anduril https://t.co/C7BZZRdofL @knoggerss1 @QualityInvest5 yes the valuation has become pretty absurd mostly because of the connection with Anduril https://t.co/C7BZZRdofL"
X Link 2025-10-08T15:23Z [---] followers, [----] engagements

"@grok @NewcomerInvest So how is Oaktree the largest"
X Link 2025-10-13T17:22Z [---] followers, [--] engagements

"@grok @NewcomerInvest OK sure. Its interesting that BN now owns Oaktree but does that also add some more risk to BN since distressed debt seems like a risky sector or if things do go south does Oaktree still usually make out well"
X Link 2025-10-13T17:40Z [---] followers, [--] engagements

"@StateDept @POTUS @SecRubio The death of the First Amendment"
X Link 2025-10-14T22:49Z [---] followers, 11.8K engagements

"@KairosPraxis $FOUR is $TOST"
X Link 2025-10-15T18:28Z [---] followers, [---] engagements

"@barbell_ideas @Vin_cenzo_ @Mike10947310 @OddDiligence @RealYuvaraj Why not $MPTI"
X Link 2025-10-16T15:39Z [---] followers, [---] engagements

"dont know how anyone could invest in a co like this $hims HIMS $HIM CEO is under some social media scrutiny for quote tweeting about a stock squeeze two days ago. Next day he had a scheduled based on his 10b5-1 plan. The sell appears to take place regularly with CEO Dudum selling exactly [------] shares on several other occasions. https://t.co/DsEqXuDb56 HIMS $HIM CEO is under some social media scrutiny for quote tweeting about a stock squeeze two days ago. Next day he had a scheduled based on his 10b5-1 plan. The sell appears to take place regularly with CEO Dudum selling exactly [------] shares"
X Link 2025-10-17T20:24Z [---] followers, [---] engagements

"@WagieCapital @AskPerplexity what corporation was behind the $OKLO SPAC"
X Link 2025-10-18T19:27Z [---] followers, [--] engagements

"@AskPerplexity @WagieCapital How much revenue does $OKLO make since going public"
X Link 2025-10-18T20:50Z [---] followers, [--] engagements

"@AskPerplexity @WagieCapital If $OKLO doesnt make any money why is it up so much"
X Link 2025-10-18T20:55Z [---] followers, [--] engagements

"@AskPerplexity @WagieCapital Is $OKLO a good investment"
X Link 2025-10-18T20:58Z [---] followers, [--] engagements

"@ACapitalLP $CCCX at 2x NAV a 1B MC and a [---] P/E (not sure it actually has any earnings though)"
X Link 2025-10-19T02:05Z [---] followers, [---] engagements

"@JakeJillyHold @ACapitalLP Unfortunately I cant do that. It will probably keep pumping but if not I dont want to get stuck holding the bag of a co that does 29M in revs and other spec products are years out. Also hopefully hot air keeps coming out of the momo trades like quantum etc. I do like FEIM tho"
X Link 2025-10-19T03:39Z [---] followers, [--] engagements

"@AskPerplexity @StockMKTNewz @carbonfinancex and what is Paul Pelosi's job is that his personal port or held for a firm"
X Link 2025-10-19T15:35Z [---] followers, [--] engagements

"@dragonheart_kh @GiacoBocanegra So your point of contention is that Salvani was involved in the founding of the company"
X Link 2025-10-19T18:19Z [---] followers, [--] engagements

"@dragonheart_kh @GiacoBocanegra Also: "Quantum Computing Inc (QUBT) was established in [----] after former homicide detective and current CEO Robert Liscouski bought a beverage companyout of receivership(for $155000) then turned it into a quantum computing software business." https://iceberg-research.com/2022/10/05/quantum-computing-inc-qubt-on-its-way-to-vacuum-state/ https://iceberg-research.com/2022/10/05/quantum-computing-inc-qubt-on-its-way-to-vacuum-state/"
X Link 2025-10-19T18:22Z [---] followers, [---] engagements

"@dragonheart_kh @GiacoBocanegra Anyway even quantum bulls seem to agree $QUBT is the worst of the lot so why do you like it https://x.com/QuantumDom/status/1979716696773681432 Heights Capital Management investing $3B of its investors capital is such an insane vote of confidence in the company. Its hard not to have $IONQ #1 on the list of quantum winners sitting on a war chest of cash. $CCCX - Thats another one with a solid tech platform and great https://t.co/nrbEmCFqsr https://x.com/QuantumDom/status/1979716696773681432 Heights Capital Management investing $3B of its investors capital is"
X Link 2025-10-19T18:24Z [---] followers, [---] engagements

"@dragonheart_kh @AskPerplexity @GiacoBocanegra Bro I obviously don't think allegations are facts. I just think they are interesting allegations that both bulls and bears should want to know if they are correct or false. All I'm trying to do is see what evidence there is. I agree there is no evident proof"
X Link 2025-10-19T21:59Z [---] followers, [--] engagements

"@0xEthanDG @AskPerplexity what was the story on this image again"
X Link 2025-10-20T06:18Z [---] followers, [--] engagements

"@CapybaraShort @MartinShkreli Mind linking to your sources I really couldn't find much about Salvani and $QUBT. In this lawsuit under Factual Background it states "Defendant Joseph Michael Salvani was a consultant to Quantum during all relevant times." (p. 6) https://cases.justia.com/delaware/court-of-chancery/2024-c-a-no-2022-0719-sg.pdfts=1716912153 https://cases.justia.com/delaware/court-of-chancery/2024-c-a-no-2022-0719-sg.pdfts=1716912153"
X Link 2025-10-20T15:02Z [---] followers, [--] engagements

"@MartinShkreli This letter of Sept [--] [----] alleges: "Joseph Salvani who BVP believes based upon among other factors correspondences with QUBT and representations by Salvani and others that Salvani is an undisclosed 'founder' principal and control person of QUBT" http://www.bvadvisorypartners.com/quantum-computing-inc-open-letter.html http://www.bvadvisorypartners.com/quantum-computing-inc-open-letter.html"
X Link 2025-10-20T15:05Z [---] followers, [--] engagements

"@dragonheart_kh @GiacoBocanegra I think I'm going to buy some CCCX. I think it is overvalued but as a momentum play. Good luck out there"
X Link 2025-10-20T16:20Z [---] followers, [---] engagements

"@commonsenseplay Im a quantum compute bear but think it will bounce. The bulls truly believe quantum is a once in a generation opportunity. Unless the whole market turns I suspect the valuation insensitive buyers will be back"
X Link 2025-10-22T00:14Z [---] followers, [---] engagements

"@Thanos_Capital @0xMerridew @grok what's Chase Furey up to these days"
X Link 2025-10-22T23:56Z [---] followers, [---] engagements

"@grok @Thanos_Capital @0xMerridew IIRC he was all in on $MSTR. Did he sell"
X Link 2025-10-22T23:59Z [---] followers, [---] engagements

"@iancassel @LockStockBarrl Neat"
X Link 2025-10-24T05:18Z [---] followers, [---] engagements

"@MPelletierCIO @peter_mantas lol the only lesson here is that everyone in the world now knows that Trump always tacos"
X Link 2025-10-24T13:31Z [---] followers, [--] engagements

"@MPelletierCIO @peter_mantas lmao"
X Link 2025-10-24T13:40Z [---] followers, [--] engagements

"@iancassel @LockStockBarrl Kneat"
X Link 2025-10-24T13:57Z [---] followers, [--] engagements

"The shorts had become even more obnoxious than the longs Gotta love markets @commonsenseplay Im a quantum compute bear but think it will bounce. The bulls truly believe quantum is a once in a generation opportunity. Unless the whole market turns I suspect the valuation insensitive buyers will be back. @commonsenseplay Im a quantum compute bear but think it will bounce. The bulls truly believe quantum is a once in a generation opportunity. Unless the whole market turns I suspect the valuation insensitive buyers will be back"
X Link 2025-10-24T14:01Z [---] followers, [---] engagements

"@JuanRainversion @BourbonInsider They have to use part of their bonus to buynot much of a signal"
X Link 2025-10-24T14:02Z [---] followers, [--] engagements

"@quantian1 Main points of difference were really just valuation rate of progress and use cases. Good debate"
X Link 2025-10-24T19:24Z [---] followers, [----] engagements

"@cz_binance"
X Link 2025-10-24T19:57Z [---] followers, [--] engagements

"@qcapital2020 Current admin doing much more obscene things every damn day"
X Link 2025-10-24T21:14Z [---] followers, [--] engagements

"lmao could you imagine having this set up just to scroll Twitter ๐Ÿ˜‚ @Micro2Macr0 What about this setup https://t.co/1XgYJ8DO0J @Micro2Macr0 What about this setup https://t.co/1XgYJ8DO0J"
X Link 2025-10-24T22:40Z [---] followers, [---] engagements

"@beach_trades The Origin one is old news that never happened. Thats why the stock tanked"
X Link 2025-10-24T23:54Z [---] followers, [--] engagements

"@CJ0pp3l Maybe next earnings will knock it out of the park"
X Link 2025-10-25T15:05Z [---] followers, [--] engagements

"@YeahDrDave Good post. Formerly a beverage company now a quantum company is $QUBT. Rather than IPO would the right word here not be de-SPAC"
X Link 2025-10-25T16:28Z [---] followers, [---] engagements

"@DrDavidKass A problem everyone else could only wish they had"
X Link 2025-10-25T16:51Z [---] followers, [---] engagements

"@Shaunb519 @Vmaxpax @grok is $ADI a competitor of $FEIM"
X Link 2025-10-25T17:39Z [---] followers, [---] engagements

"@Vmaxpax @grok whats the story with SandboxAQ and Q-Ctrl"
X Link 2025-10-25T17:42Z [---] followers, [--] engagements

"@Vmaxpax @grok whats the story with SandboxAQ and Q-Ctrl"
X Link 2025-10-25T17:58Z [---] followers, [--] engagements

"@Vmaxpax "Sumitomo will bring to market the technology which is being developed by ColdQuanta. Sumitomo is looking to invest in ColdQuanta by taking a stake of several percent in the company. It also holds the rights to sell the startups sensors in Japan." $INFQ"
X Link 2025-10-25T18:36Z [---] followers, [---] engagements

"@Vmaxpax Good Spaces When I used to follow you on tankers a couple years ago I assumed you were female based on your pfp I guess. Then when I saw you got really into drones etc I thought oh must be a guy. Then heard you on a Spaces last week & discovered my first impression was right ๐Ÿป"
X Link 2025-10-25T19:46Z [---] followers, [--] engagements

"@Vmaxpax In particular I remember you helping me out with some tanker co that operates in the Great Lakes that you were looking at. In the end it turned out the tanker party actually ended soon after this ๐Ÿ‘‡ and after getting burned on cyclicals I quit them all https://x.com/madcap_cap_cap/status/1765934768187916351 "If this tanker party is going on right now where are we in the party" @lh_barstad: "I think we haven't even sat down for dinner yet." https://x.com/madcap_cap_cap/status/1765934768187916351 "If this tanker party is going on right now where are we in the party" @lh_barstad: "I"
X Link 2025-10-25T20:12Z [---] followers, [---] engagements

"@Vmaxpax only recently discovered this impressive group of smart folks working on drones sensing etc ie you Mystic the two Mikes etc"
X Link 2025-10-25T20:15Z [---] followers, [--] engagements

"@Vmaxpax Almost everyone got caught offside on tankers and offshore drillers. A few contrarians who were super dialed in got out in time but most (like me) were led to the slaughter. Much easier to focus on price makers than price takers"
X Link 2025-10-25T20:31Z [---] followers, [--] engagements

"@JakeJillyHold @ACapitalLP went long Infleqtion"
X Link 2025-10-25T20:35Z [---] followers, [--] engagements

"@triangulate @Vin_cenzo_ @Mike10947310 @OddDiligence @RealYuvaraj You are a weird guy/ investor @triangulate @Vin_cenzo_ @Mike10947310 @OddDiligence @RealYuvaraj You are a weird guy/ investor"
X Link 2025-10-25T20:36Z [---] followers, [---] engagements

"@Vmaxpax Oh yeah I think I remember now you actually went short when many were max long. Should have listened to you ๐Ÿ˜† Anyway just more tuition paid to the market haha"
X Link 2025-10-25T20:49Z [---] followers, [--] engagements

"@Vmaxpax Honestly think I will never touch any commodity / cyclical stocks again ๐Ÿคฆ๐Ÿปโ™‚๐Ÿ˜† Even when the tickers come up in my feed I get the heebie-jeebies now"
X Link 2025-10-25T20:54Z [---] followers, [--] engagements

"@JakeJillyHold @ACapitalLP I started researching it because I was annoyed at how much it was being pumped. Then I bought at [--] because I thought if you cant beat em might as well join em. Then I actually started to like it so more than doubled down on the dip. Now Im actually pretty bullish on it haha"
X Link 2025-10-25T21:48Z [---] followers, [--] engagements

"@WagieCapital The warning was literally right in the companys name"
X Link 2025-10-26T18:22Z [---] followers, [---] engagements

"@commonsenseplay looks like $RGTI has raised a lot of cash and paid off all their debt"
X Link 2025-10-28T00:10Z [---] followers, [---] engagements

"@commonsenseplay https://www.globenewswire.com/news-release/2025/06/11/3097457/0/en/Rigetti-Computing-Completes-350-Million-At-the-Market-Equity-Offering.html https://www.globenewswire.com/news-release/2025/06/11/3097457/0/en/Rigetti-Computing-Completes-350-Million-At-the-Market-Equity-Offering.html"
X Link 2025-10-28T00:18Z [---] followers, [--] engagements

"@SPAC_Infleqtion @bigMMoves @commonsenseplay He seems like a nice guy and it seems like he aims to be factually correct. Bulls and bears can learn a lot from each other. I am curious about the RGTI bull case. Went through the cash tag and didnt really see any posts of substance mostly just TA noise and bots"
X Link 2025-10-28T01:19Z [---] followers, [--] engagements

"@SoloILGALA__45 @commonsenseplay Bro I dont know anything about the company but was just checking to see if they used the multiple expansion to issue equity which they did"
X Link 2025-10-28T01:49Z [---] followers, [--] engagements

"@SoloILGALA__45 @commonsenseplay Also saw that at the end of September $RGTI had two orders for quantum computers for a total of $5.7M https://www.globenewswire.com/news-release/2025/09/30/3158561/0/en/Rigetti-Announces-Purchase-Orders-for-Two-Quantum-Computing-Systems-Totaling-Approximately-5-7-Million.html https://www.globenewswire.com/news-release/2025/09/30/3158561/0/en/Rigetti-Announces-Purchase-Orders-for-Two-Quantum-Computing-Systems-Totaling-Approximately-5-7-Million.html"
X Link 2025-10-28T02:17Z [---] followers, [---] engagements

"@pennycheck Was there a particular moment this happened $CCCX"
X Link 2025-10-28T16:58Z [---] followers, [----] engagements

"@stocksncrypto26 @pennycheck @transhumanica $NXSN.TA $LPTH $MPTI"
X Link 2025-10-28T17:46Z [---] followers, [---] engagements

"@DrocDolf @JohnnyRivers33 @MartinShkreli @NickPappagiorg @disgusting_pleb @pennycheck I of course agree. From the abstract: In proof-of-principle experiments with [--] and [--] logical qubits we find 4x reduction in error via the logical encodings. So I would like to think $CCCX is not misrepresenting but rather maybe its actually just a small step"
X Link 2025-10-28T23:14Z [---] followers, [---] engagements

"@KairosPraxis @ReneSellmann From where then My theory is algos being dumb and looking at GAAP EPS"
X Link 2025-10-30T02:20Z [---] followers, [--] engagements

"@manuel_veritas @JPATrades Yeah I went to a quantum Spaces and it was eye opening. They really believe its a once in a generation opportunity and that they are so early. Quantum is very volatile though so I dont think even they would claim its a safe haven"
X Link 2025-10-30T16:49Z [---] followers, [--] engagements

"@AskPerplexity @strewth54 @NVanCaroline Was she a Bill C-31 hire"
X Link 2025-11-01T00:28Z [---] followers, [--] engagements

"@AskPerplexity @strewth54 @NVanCaroline Was it a merit based appointment or affirmative action"
X Link 2025-11-01T00:31Z [---] followers, [--] engagements

"chose your fighter $META $AMZN"
X Link 2025-11-01T18:21Z [---] followers, [---] engagements

"@deedydas @grok is 8.8% correct for GOOG or does the value of their unrealized gains likely also include other investments"
X Link 2025-11-01T18:35Z [---] followers, [----] engagements

"@MarceloPLima @BerkelKip Maybe I'm confused but it seems like you guys are backing out $TOI.V and $LMN.V from CSU's MC but not from the FCFA2S from TOI and LMN I believe @CompTortoise argues it's key to look at $CSU.TO on a standalone basis (rather than fully consolidated) right If so agree TIA"
X Link 2025-11-02T22:17Z [---] followers, [----] engagements

"@AB1001_disciple why so bullish then it has done amazing but the lack of a moat makes me think twice. I'm invested in $LPTH which makes infrared cameras for security towers being used for the border wall and they have a synthetic rare earth to replace the one China restricted so more moaty"
X Link 2025-11-03T03:36Z [---] followers, [---] engagements

"Everyone on FinTwit (who follows it) was super positive on $TOI.V earnings so why was it down What was the catch I'm assuming it wasn't the net loss due to "the equity method of accounting" thing since that would be too dumb (right.)"
X Link 2025-11-06T01:14Z [---] followers, [----] engagements

"@TidefallCapital which expectations I'm assuming it's more just the ongoing AI fears https://topicus.com/news/constellation-software-inc-and-topicuscom-inc-announce-results-for-topicuscom-inc-for-the-third-quarter-ended-september-30-2025 https://topicus.com/news/constellation-software-inc-and-topicuscom-inc-announce-results-for-topicuscom-inc-for-the-third-quarter-ended-september-30-2025"
X Link 2025-11-06T15:25Z [---] followers, [----] engagements

"@PulsionDe what's the narrative AI"
X Link 2025-11-06T16:02Z [---] followers, [---] engagements

"@TidefallCapital @BerkelKip Thx I get that but (i) didn't really hear people warning about TOI being expensive (narrative was more that it was expensive last fall and then became cheap after Jan-Feb capital deployment) (ii) something has to trigger the derate--again seems most sw is suffering due to "AI""
X Link 2025-11-06T16:07Z [---] followers, [---] engagements

"have you even thanked your local $png.v pumper $png.v has gone full on meme stonk where valuation is no longer a factor https://t.co/AMaBhAZC97 $png.v has gone full on meme stonk where valuation is no longer a factor https://t.co/AMaBhAZC97"
X Link 2025-11-07T16:59Z [---] followers, [---] engagements

"$hims https://x.com/steve2bacon/status/1987178172593676530s=20 That CEO teaming up with Antonio at the top to gang bang retail was really nasty work. Lock them both up https://t.co/YRu9V7YHj5 https://x.com/steve2bacon/status/1987178172593676530s=20 That CEO teaming up with Antonio at the top to gang bang retail was really nasty work. Lock them both up https://t.co/YRu9V7YHj5"
X Link 2025-11-08T16:57Z [---] followers, [---] engagements

"@Blackjack155361 @AlmostMongolian happens to the best of us but if there is a buyout wouldn't you rather be bought out directly"
X Link 2025-11-09T23:14Z [---] followers, [--] engagements

"@KairosPraxis @CJ0pp3l @Vmaxpax Main factor being what you get for the cost"
X Link 2025-11-10T05:37Z [---] followers, [--] engagements

"@rk27272727 @AndrewDoPaco1 unless they can beat this hurdle rate why not buyback shares while the stock is beatdown. https://x.com/AndrewDoPaco1/status/1980693325691953173s=20 $CMG.TO is now trading for 13x FY24 EV/FCF. If you believe they will improve profitability in the [--] acquired businesses and control churn in the core business it is likely that theyll exceed those numbers again causing a rerating of the stock. https://x.com/AndrewDoPaco1/status/1980693325691953173s=20 $CMG.TO is now trading for 13x FY24 EV/FCF. If you believe they will improve profitability in the [--] acquired businesses"
X Link 2025-11-10T23:26Z [---] followers, [--] engagements

"@KairosPraxis @Vmaxpax I wouldnt actually do it but this made me consider Aritzia as a long for the first time. I actually live 2-3 blocks from an Aritzia a Kits and a Whole Foods (AMZN) so was thinking that would probably actually be a pretty good concentrated port haha Was just in NYC and spoke to a few women in Aritzias demographic. They hadnt even heard of it until very recently. The awareness of the brand is much different in the US vs Canada which makes me even more bullish. Lots of optionality once US is more deeply penetrated. Was just in NYC and spoke to a few women in Aritzias"
X Link 2025-11-11T05:47Z [---] followers, [---] engagements

"@IrrationalMrkts @KairosPraxis @Vmaxpax It just got an Aritzia this summer further proving Kits thesis that Kits has everything"
X Link 2025-11-11T17:05Z [---] followers, [--] engagements

"@KairosPraxis @IrrationalMrkts @Vmaxpax Kits maybe not cool enough for Aritzia. Kits has a cool vibe but the prices are so cheap it makes me question the quality (and the margins) They are even on the same street though. And Kits does have some designer lines"
X Link 2025-11-11T18:22Z [---] followers, [--] engagements

"@KairosPraxis @IrrationalMrkts @Vmaxpax Kits does sell Ray-Bans and a few other more designer lines. I think Kits might also do AR glasses which could be cool for Aritzia. Hey glasses wheres the nearest matcha shop Im crashing out bad omg lol love you bitches ๐Ÿ’…"
X Link 2025-11-11T19:08Z [---] followers, [--] engagements

"@KairosPraxis @Vmaxpax @IrrationalMrkts boring and don't see much of a moat in apparel etc. That said I am very bullish on Meta partly because of their AI/AR/VR glasses"
X Link 2025-11-11T19:37Z [---] followers, [--] engagements

"@KairosPraxis @Vmaxpax @IrrationalMrkts Im actually more intrigued by $ATZ.TO than Kits. The stores are fun the clothes are quality and stylish the financials look great and I dont see why US expansion wouldnt go well (barring a recession). Is Aritzia a buy or a bit pricey I chatted about $CHE.UN and $ATZ.TO this morning with @BNNBloomberg. Catch the segment below. CHE - Converts refi/short arbitrage covering likely the reason for recent strength. Reports tomorrow. ATZ - Alt Data showing strong US revenue. setting up another beat/raise in Jan [--]. I chatted about $CHE.UN and $ATZ.TO this"
X Link 2025-11-11T22:24Z [---] followers, [---] engagements

"@plasticnewt3 @Larryjamieson_ Did you end up becoming a community member Anyhow just wondering if you would mind sharing the ticker of that Japanese legal software Sounds interesting"
X Link 2025-11-13T22:12Z [---] followers, [--] engagements

"@KairosPraxis @CJ0pp3l @Vmaxpax https://www.ctvnews.ca/politics/article/swedish-manufacturer-saab-says-10000-jobs-could-land-in-canada/ https://www.ctvnews.ca/politics/article/swedish-manufacturer-saab-says-10000-jobs-could-land-in-canada/"
X Link 2025-11-14T06:43Z [---] followers, [--] engagements

"@SimeonResearch_ @NestBetter I'm old enough to remember when you were a quality investor ๐Ÿ˜‚"
X Link 2025-11-16T18:35Z [---] followers, [--] engagements

"Epstein involvement in $BTC ๐Ÿ˜ฌ https://x.com/Cryptogether51/status/1989682744951980395s=20 If Epstein is the real Satoshi this is what's going to happen ๐Ÿ‘‡๐Ÿป https://t.co/v3C982pmjo https://x.com/Cryptogether51/status/1989682744951980395s=20 If Epstein is the real Satoshi this is what's going to happen ๐Ÿ‘‡๐Ÿป https://t.co/v3C982pmjo"
X Link 2025-11-16T19:35Z [---] followers, [---] engagements

"@KairosPraxis Heard theyre building these newfangled data thingies allover the place so that might help make up for Uncle Jim in New England squeezing another winter out of his ol boiler"
X Link 2025-11-18T22:04Z [---] followers, [---] engagements

"@GrumpierBTDay @KairosPraxis $CSAI hadnt been on my radar but I agree everything will end up being surveilled"
X Link 2025-11-21T18:18Z [---] followers, [---] engagements

"@AdlerJoelle @BillAckman @nytimes @thetimes https://x.com/abujomaagaza/status/1992426283104616517 For those who claim that I am posting from Poland. https://t.co/v2ZW4sXVXA https://x.com/abujomaagaza/status/1992426283104616517 For those who claim that I am posting from Poland. https://t.co/v2ZW4sXVXA"
X Link 2025-11-23T17:16Z [---] followers, [--] engagements

"@RUSerious1968 @ShawnTBay @BillAckman @nytimes @thetimes Its Hackman who has zero credibility as he regularly does zero due diligence before posting For those who claim that I am posting from Poland. https://t.co/v2ZW4sXVXA For those who claim that I am posting from Poland. https://t.co/v2ZW4sXVXA"
X Link 2025-11-23T17:18Z [---] followers, [--] engagements

"@TidefallCapital @KairosPraxis @Vmaxpax great price now why risk it Tax loss selling is probably partly what already knocked it down + acquisition news tends to turn sentiment around quickly"
X Link 2025-11-23T17:25Z [---] followers, [--] engagements

"@SimeonResearch_ @BerkelKip I of course agree that CMG sucks but I dont see how it looks bad here Cashed up for acquisitions buyback authorization for up to 5% of float P/E cut in half over the last year CSU affiliated CFO and Chair of the Board"
X Link 2025-11-23T18:24Z [---] followers, [---] engagements

"@BlackScholesMan Is it time $LPTH"
X Link 2025-11-24T05:41Z [---] followers, [---] engagements

"@miscomputate Why 3-18 months after merger"
X Link 2025-11-25T02:59Z [---] followers, [--] engagements

"@shravanrayhaan Now I'm more bullish on BlackDiamond $LPTH https://www.youtube.com/watchv=BAehEwKfnCE&list=RDBAehEwKfnCE&start_radio=1 https://www.youtube.com/watchv=BAehEwKfnCE&list=RDBAehEwKfnCE&start_radio=1"
X Link 2025-11-25T16:06Z [---] followers, [---] engagements

"@shravanrayhaan This is the main thing: they have a synthetic replacement for Germanium which is used in optics for their drone and anti-drone cameras and Germanium export is banned/limited by China. It performs as well or better and has a more reliable supply chain. $LPTH someone said Black Diamond ๐Ÿ’Ž Proprietary and DoD approved Germanium Free alternative for Infrared Optics In the middle of a Rare Earths war with our largest adversary And a $200000000 Shelf Registration filing for undisclosed purposes https://t.co/yrX84lJ1xG $LPTH someone said Black Diamond ๐Ÿ’Ž Proprietary and DoD approved"
X Link 2025-11-25T16:48Z [---] followers, [--] engagements

"@shravanrayhaan They just did a massive shelf registration which is presumably for expansion and maybe an acquisition. They are partnered with LMT for a major DOD contract bid. They are supplying most of the cameras for the border wall so in short imo r/r is good and good probability of success"
X Link 2025-11-25T17:12Z [---] followers, [--] engagements

"@shravanrayhaan 2.7% but I hope to at least double my sizing once I can free up some cash elsewhere. Ive been in it since the summer and its been super volatile haha"
X Link 2025-11-25T17:46Z [---] followers, [--] engagements

"@Vmaxpax @KairosPraxis Sorry whats Ibird I thought we were talking about this Newly released footage of the UK's Dragonfire laser weapon system engaging drones at a test range. The Royal Navy confirmed today that it aims to start deploying lasers on its ships within two years. https://t.co/TxjThCM0oV Newly released footage of the UK's Dragonfire laser weapon system engaging drones at a test range. The Royal Navy confirmed today that it aims to start deploying lasers on its ships within two years. https://t.co/TxjThCM0oV"
X Link 2025-11-26T05:02Z [---] followers, [---] engagements

"@KairosPraxis @Vmaxpax Thats what I just quoted too lol The question was about directed energy opps and their answer was look at Iron Beam and DragonFire those are opportunities. They already previously let Iron Beam slip out so maybe this is another slip but the Iron Beam one was much more direct"
X Link 2025-11-27T05:14Z [---] followers, [--] engagements

"@Vmaxpax @KairosPraxis This was from Kairos but Claude and I had the same interpretation of the reference to DragonFire. That doesnt mean they are not partnered but I just dont think that can be taken away from that comment. The Iron Beam one you linked me to a few days ago was much more direct"
X Link 2025-11-27T07:05Z [---] followers, [---] engagements

"@deepvalueco Yup at their earnings they announced they are going to pause their buyback to focus on paying down debt from an earlier acquisition. The right move I guess but also sucks. Tariffs really threw a wrench into their plans"
X Link 2025-11-27T13:47Z [---] followers, [--] engagements

"@oakleybmiller @Vmaxpax @KairosPraxis after listening to the whole call again and the intonation in this passage in particular I would say the emphasis is more on "other international efforts" ie it sounds like they are already working with some other international ally--France Germany (ie in addition to Israel)"
X Link 2025-11-28T02:45Z [---] followers, [--] engagements

"I challenge you to try to find a link to $CSU.TO's website anywhere on Volaris'. At first I was looking for a link out of laziness but then spent like [--] minutes trying to find one purely because I couldn't but thought there must be one somewhere no https://www.volarisgroup.com https://www.volarisgroup.com"
X Link 2025-11-28T04:24Z [---] followers, [---] engagements

"@Vmaxpax I know its a cliche to say but honestly think Aritzia might be the next Aritzia. A (very) strong brand with still lots of expansion potential. Kits will probably do well but I just see zero moat and a super competitive space. + who wants to buy glasses online"
X Link 2025-11-28T06:38Z [---] followers, [--] engagements

"@Vmaxpax I do love my new Kits glasses but they were so cheap ($89) dont see how they make much on them. Got an email for 40% off another pair but didnt see anything else I liked ๐Ÿคท๐Ÿปโ™‚ Kits does seem very driven though but cant all the brick n mortar cos big up their online presence"
X Link 2025-11-28T07:19Z [---] followers, [--] engagements

"@Vmaxpax Aritzia OTOH all women seem to love and even as a dude I never mind going there with my wife because its like being in a whole other world. A lot more US expansion + global + online. Seems like an easy growth story for a few more years"
X Link 2025-11-28T07:22Z [---] followers, [--] engagements

"@KairosPraxis @Vmaxpax The brick n mortar cos are going to go more online and the online cos are going to go more brick n mortar. As that guy argued in the Aritzia piece that is actually the best way to drive traffic Exciting news: $KITS is opening a second brick and mortar location in Q1 [----] this time in Toronto. The Vancouver store has been doing 50% () SSS numbers year after year and has sold [-----] pairs of glasses since [----]. https://t.co/CZ4CboZO2Q Exciting news: $KITS is opening a second brick and mortar location in Q1 [----] this time in Toronto. The Vancouver store has been doing 50%"
X Link 2025-11-28T21:23Z [---] followers, [--] engagements

"@pernasresearch Every new investor goes through a phase where they discover him and then bring out all the same old tired quotes and stories so they reappear in your feed every year and it gets boring fast"
X Link 2025-11-29T19:37Z [---] followers, [--] engagements

"@amszti @evrgn11112231 @mply_cap But yes I agree: @evrgn11112231 then what is the moat"
X Link 2025-11-29T20:04Z [---] followers, [---] engagements

"@b_co_co @mply_cap Why didn't you buy the last $ASML dip"
X Link 2025-11-29T20:09Z [---] followers, [--] engagements

"@grok @MartinGTobias @mply_cap $GOOG is the third most undervalued even after this move"
X Link 2025-11-29T20:11Z [---] followers, [--] engagements

"@grok @MartinGTobias @mply_cap Interesting"
X Link 2025-11-29T20:23Z [---] followers, [--] engagements

"@SloptopCaptial @ContrarianCurse Yes presumably he knows that Russia invaded Ukraine but for some fucked up reason likes to say that Ukraine started the war. The kompromat theory would explain a lot and isnt much of a stretch considering Trumps connection with Epstein"
X Link 2025-11-30T03:18Z [---] followers, [--] engagements

"@TeamKhabib @TheNotoriousMMA @grok so what happened with these NFTs or whatever it was"
X Link 2025-11-30T16:51Z [---] followers, [--] engagements

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creator/twitter::_triangulate_
/creator/twitter::_triangulate_