# ![@ng_TO1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::757556738732199941.png) @ng_TO1 ngTO

ngTO posts on X about canada, $now, $crm, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::757556738732199941/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::757556738732199941/c:line/m:interactions.svg)

- [--] Week [-----] +324%
- [--] Month [-----] -2%
- [--] Months [------] +225%
- [--] Year [------] +171%

### Mentions: [--] [#](/creator/twitter::757556738732199941/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::757556738732199941/c:line/m:posts_active.svg)

- [--] Months [--] +160%
- [--] Year [---] +20%

### Followers: [---] [#](/creator/twitter::757556738732199941/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::757556738732199941/c:line/m:followers.svg)

- [--] Week [--] +3.20%
- [--] Month [--] +10%
- [--] Months [--] +35%
- [--] Year [--] +143%

### CreatorRank: [---------] [#](/creator/twitter::757556738732199941/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::757556738732199941/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [ncaa football](/list/ncaa-football)  [us election](/list/us-election)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[canada](/topic/canada), [$now](/topic/$now) #81, [$crm](/topic/$crm) #106, [stocks](/topic/stocks), [$vrn](/topic/$vrn), [$tou](/topic/$tou), [$bte](/topic/$bte), [$cve](/topic/$cve), [$adbe](/topic/$adbe), [germany](/topic/germany)

**Top accounts mentioned or mentioned by**
[@bubleqe](/creator/undefined) [@nuggetcapital](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@ablichtenstein](/creator/undefined) [@ivanthek](/creator/undefined) [@vereninc](/creator/undefined) [@roryjohnston](/creator/undefined) [@ralphdrussoath](/creator/undefined) [@trendbullish](/creator/undefined) [@assettraveller](/creator/undefined) [@kramerkarma1](/creator/undefined) [@slmandel](/creator/undefined) [@wtibull](/creator/undefined) [@tradeoilstocks](/creator/undefined) [@danwetzel](/creator/undefined) [@bypatforde](/creator/undefined) [@crudeoil231](/creator/undefined) [@bigorrin](/creator/undefined) [@ryanrmooney](/creator/undefined) [@dailymail](/creator/undefined)

**Top assets mentioned**
[Now Coin (NOW)](/topic/$now) [Salesforce Inc (CRM)](/topic/$crm) [Veren Inc. (VRN)](/topic/$vrn) [Baytex Energy Corp. (BTE)](/topic/$bte) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Adobe, Inc. (ADBE)](/topic/$adbe) [Suncor Energy, Inc. (SU)](/topic/$su) [Accelerant Holdings (ARX)](/topic/$arx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [Scroll (SCR)](/topic/$scr) [OneStream, Inc (OS)](/topic/$os) [Microsoft Corp. (MSFT)](/topic/$msft) [SAP SE (SAP)](/topic/$sap) [April (APRIL)](/topic/april) [CAE INC (CAE)](/topic/$cae) [Gains (GAINS)](/topic/gains) [Exxon Mobil (XOM)](/topic/$xom) [rats (RATS)](/topic/rats) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [STAT (STAT)](/topic/stat)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Gugo907 Come on man Even @WTIBull has a $15 to $17 value on it lol IMO provides the best lotto play in the mid cap space if Germany and Croatia turn out. Balance sheet looks much better and they have dispositions coming which will make it better"  
[X Link](https://x.com/ng_TO1/status/1766199665026891844)  2024-03-08T20:29Z [--] followers, [---] engagements


"@AaronRentfrew @trend_bullish There are a lot of energy stocks that look like this particularly Canadian ones"  
[X Link](https://x.com/ng_TO1/status/1771644906886369633)  2024-03-23T21:07Z [--] followers, [--] engagements


"@WTIBull @CdnEngyAnalysis This drives me nuts. You can't extricate "good for the business" from "good for investors". If it's not good for investors IT"S NOT GOOD FOR THE BUSINESS"  
[X Link](https://x.com/ng_TO1/status/1775541173156733367)  2024-04-03T15:09Z [--] followers, [--] engagements


"@WTIBull @CdnEngyAnalysis You did say that. My apologies. Btw would a CPG+WCP merger and then a subsequent purchase of the Chevron assets be looked upon favorably by capital markets in your opinion"  
[X Link](https://x.com/ng_TO1/status/1775559602202988732)  2024-04-03T16:22Z [--] followers, [--] engagements


"@HFI_Research You are an amazing follow. I have learned so much from you. One thing to consider: Granted - Daily RSIs are very stretched right now. However compare weekly and monthly RSIs for SU and CVE to June [----]. You'll see they are not even close to being stretched like they were then"  
[X Link](https://x.com/ng_TO1/status/1777536859536507190)  2024-04-09T03:19Z [--] followers, [--] engagements


"@hoffip01 @NuggetCapital That is not true for Germany. In fact $Vet.TO is drilling there as we speak"  
[X Link](https://x.com/ng_TO1/status/1778760306518315180)  2024-04-12T12:21Z [--] followers, [--] engagements


"@MPelletierCIO Be prepared to never see the Stanley Cup reside at a Canadian city. Why would top talent want to come here (Same with NBA and MLB)"  
[X Link](https://x.com/ng_TO1/status/1779888145359626395)  2024-04-15T15:02Z [--] followers, [----] engagements


"@LB_trice @WTIBull We're talking about the marginal buyer that can effect share returns. We've seen what poor sentiment can do to companies that provide great returns - multiple contraction"  
[X Link](https://x.com/ng_TO1/status/1780346942515478983)  2024-04-16T21:26Z [--] followers, [--] engagements


"@SparkCFB Originally signed with Miami"  
[X Link](https://x.com/ng_TO1/status/1781105981729976516)  2024-04-18T23:42Z [--] followers, [--] engagements


"@SparkCFB And then he was let out of his NLI at Florida after his NIL went bust"  
[X Link](https://x.com/ng_TO1/status/1781107048739918073)  2024-04-18T23:46Z [--] followers, [--] engagements


"@WTIBull Come on man. Martin is one of the few good guys who is an advocate for oil and gas in Canada. He's on a little bit of bender right now (not a good one probably needs to put down his phone and touch some grass) but generally pretty good"  
[X Link](https://x.com/ng_TO1/status/1782407098229285190)  2024-04-22T13:52Z [---] followers, [---] engagements


"@MPelletierCIO Most Canadian oil and gas companies report in the first [--] weeks of May. Does that mean no buybacks have been happening for the last couple of weeks including today"  
[X Link](https://x.com/ng_TO1/status/1785455289359110403)  2024-04-30T23:44Z [--] followers, [---] engagements


"@IvanTheK Why do you constantly blame Israel when it's Hamas that needs to be called out for hiding amongst its populace The truth is Bibi has conducted this campaign with much more restraint than he's been given credit for"  
[X Link](https://x.com/ng_TO1/status/1795476664731787369)  2024-05-28T15:26Z [---] followers, [--] engagements


"@seemacnbc @neoavatara They do know his "alliance" has a comfortable majority The BJP are firmly in control"  
[X Link](https://x.com/ng_TO1/status/1798531705781072051)  2024-06-06T01:45Z [---] followers, [--] engagements


"@IvanTheK It will give you MAGA whether you like them or not because you engage with Trump/MAGA content"  
[X Link](https://x.com/ng_TO1/status/1798532328584786011)  2024-06-06T01:48Z [---] followers, [--] engagements


"@Stasmo @VanIsleInvestor No. bull market started in April [----] after the March COVID drop"  
[X Link](https://x.com/ng_TO1/status/1811918481954132307)  2024-07-13T00:20Z [---] followers, [--] engagements


"@bruce_arthur Btw if none of this happens what do you think the accountability should be for journalists that continues to spread fear and division in society"  
[X Link](https://x.com/ng_TO1/status/1814131403962888410)  2024-07-19T02:53Z [---] followers, [----] engagements


"@Gugo907 Doesn't it matter where that spare capacity resides tho It's not evenly distributed which means the Saudis and Russians are somewhat in the driver seat. If they want a supercycle none of that spare capacity matters"  
[X Link](https://x.com/ng_TO1/status/1819432593030303919)  2024-08-02T17:58Z [---] followers, [---] engagements


"@IvanTheK Come on man you don't have to do this. You know price controls are bad just say it. You complain all the time about Rs bending backwards for the stupid shit Trump says"  
[X Link](https://x.com/ng_TO1/status/1824413031016599871)  2024-08-16T11:48Z [---] followers, [--] engagements


"@IvanTheK Not sure I understand. I don't see any comments from you re: the price controls. My mistake if you did"  
[X Link](https://x.com/ng_TO1/status/1824414122038976825)  2024-08-16T11:53Z [---] followers, [--] engagements


"@IvanTheK Good call out. That being said as a Democrat aren't you afraid of her being seen as inauthentic given all the other policies she had to walk back from the [----] primary"  
[X Link](https://x.com/ng_TO1/status/1824417066109002008)  2024-08-16T12:04Z [---] followers, [--] engagements


"@IvanTheK Interesting. It's basically what sunk Hillary. She pandered to EVERYONE. Although you only have to keep up the act for [--] days now"  
[X Link](https://x.com/ng_TO1/status/1824418042777833568)  2024-08-16T12:08Z [---] followers, [--] engagements


"@IvanTheK Definitely not. But definitely a Republican. I have my own demons to fight lol"  
[X Link](https://x.com/ng_TO1/status/1824418476817105336)  2024-08-16T12:10Z [---] followers, [--] engagements


"@VanIsleInvestor The Whitecap/Veren acquisition question was mine lol"  
[X Link](https://x.com/ng_TO1/status/1824485054182994419)  2024-08-16T16:35Z [---] followers, [---] engagements


"@Wilnerness I know you think it's Twitter that is making you feel Blue Jays vitriol but it's not. There is real anger over this team that I haven't seen since following this team in the mid-80s. Blue Jays fans are pissed about everything right now"  
[X Link](https://x.com/ng_TO1/status/1824900480255856899)  2024-08-17T20:05Z [---] followers, [---] engagements


"@ctrlopenbracket You guys are being pedantic. Eric is an energy equity fund manager not a YOLO oil option bro. The inventory comparisons are valid to justify a WTI of $80. For energy equity investors that is perfect for volume x price and ultimately FCF"  
[X Link](https://x.com/ng_TO1/status/1826333452293341257)  2024-08-21T19:00Z [---] followers, [---] engagements


"@tradeoilstocks I'm loading up on VRN $11 Calls for September. This feels like some serious manipulation ahead of some big news after Labour Day"  
[X Link](https://x.com/ng_TO1/status/1829155358813917346)  2024-08-29T13:53Z [---] followers, [--] engagements


"@BubleQe @VanIsleInvestor @NuggetCapital @Veren_inc I don't think you can automatically assume RoC is deferred. I read the new PPL plant as optionality for future growth if warranted. Doesn't mean the additional CapEx will be allocated now or even a few years from now"  
[X Link](https://x.com/ng_TO1/status/1833313317399453980)  2024-09-10T01:15Z [---] followers, [--] engagements


"@BubleQe @VanIsleInvestor @NuggetCapital @Veren_inc Well debt target is almost there. C$2.2B (I think at C$2.4B now.) I'm willing to bet my first born given the interest from Nuttal that it will almost certainly be buybacks at these equity levels"  
[X Link](https://x.com/ng_TO1/status/1833314845153702383)  2024-09-10T01:21Z [---] followers, [--] engagements


"@BubleQe @VanIsleInvestor @NuggetCapital @Veren_inc If they grow production without growth in FCF then this stock is going back to $5. But if FCF is growing and debt target is met then what are we worried about They've already said "no more acquisitions". So the question is. do you believe them"  
[X Link](https://x.com/ng_TO1/status/1833323628974256543)  2024-09-10T01:56Z [---] followers, [--] engagements


"@BubleQe @VanIsleInvestor @NuggetCapital @Veren_inc My take on that is that VRN only buys that if there is a simultaneous merger with WCP. CVX has boxed themselves in with that property - only really [--] purchasers (VRN and WCP) unless a private steps in to flip (which makes no sense)"  
[X Link](https://x.com/ng_TO1/status/1833324627885445621)  2024-09-10T02:00Z [---] followers, [--] engagements


"@BubleQe @VanIsleInvestor @Veren_inc You and me both. I actully DM'd Amber on BNN when Nuttal was there and asked her to ask him. His take was that it won't happen until Grant retires from WCP and Craig wants to run a bigger business"  
[X Link](https://x.com/ng_TO1/status/1833326315790901745)  2024-09-10T02:07Z [---] followers, [--] engagements


"@VanIsleInvestor @BubleQe @Veren_inc Basically a merger of equals no I don't think we are talking takeover by either"  
[X Link](https://x.com/ng_TO1/status/1833326685799756062)  2024-09-10T02:08Z [---] followers, [--] engagements


"@VanIsleInvestor @BubleQe @Veren_inc New entity. Completely transforming including the purchase of the CVX property"  
[X Link](https://x.com/ng_TO1/status/1833328847145615800)  2024-09-10T02:17Z [---] followers, [--] engagements


"@ctrlopenbracket @ALikhodedov Given that Permian operators can see the same research we can as it relates to global surplus in [----] would they not look to preserve FCF vs. production growth in the upcoming year"  
[X Link](https://x.com/ng_TO1/status/1835018359940985309)  2024-09-14T18:10Z [---] followers, [--] engagements


"@UndervaluedOnG @aeberman12 I'll try to look it up for you but his CI analysis has WTI closer to the low $70s"  
[X Link](https://x.com/ng_TO1/status/1836432076318318885)  2024-09-18T15:48Z [---] followers, [--] engagements


"@UndervaluedOnG @aeberman12 That was the one thing that stuck out to me - you use all oils and he used just crude inventory. I don't think he uses inflation either"  
[X Link](https://x.com/ng_TO1/status/1836434226696130761)  2024-09-18T15:56Z [---] followers, [--] engagements


"@XisBack305 The loser of Sayin and Noland"  
[X Link](https://x.com/ng_TO1/status/1837538349059285422)  2024-09-21T17:04Z [--] followers, [---] engagements


"@Rory_Johnston Can we not also allow for the fact that the Saudis/OPEC truly believe the monthly increments are offset by the compensation cuts They/OPEC are not raising output in a vacuum w/ so many moving pieces"  
[X Link](https://x.com/ng_TO1/status/1839300849589432448)  2024-09-26T13:47Z [---] followers, [--] engagements


"@CRUDEOIL231 These updates are awesome. One ask can you offer your opinions on if what you are seeing is bullish or bearish Context is everything"  
[X Link](https://x.com/ng_TO1/status/1839340117171060747)  2024-09-26T16:23Z [---] followers, [---] engagements


"@trend_bullish @Josh_Young_1 Not SMID oil - $BTE $VRN $WCP $VET. I don't know how much louder the market needs to speak to these folks that they need to consolidate"  
[X Link](https://x.com/ng_TO1/status/1847339479495037290)  2024-10-18T18:10Z [--] followers, [---] engagements


"@PSworldwide13 I don't think people believe that about $SU still do they"  
[X Link](https://x.com/ng_TO1/status/1852027196149219737)  2024-10-31T16:37Z [--] followers, [---] engagements


"@sohaibab9 @Michael71718318 Can you do your magic for $VRN or $VET lol"  
[X Link](https://x.com/ng_TO1/status/1853651790031454493)  2024-11-05T04:13Z [--] followers, [---] engagements


"@tradeoilstocks I hate to say this b/c I love your tweets but you may be the Cramer of oil investing. We may need you to capitulate so that $CVE can go back up. This makes me profoundly sad but I'm tired of losing money on this stupid stock lol"  
[X Link](https://x.com/ng_TO1/status/1856725357723857339)  2024-11-13T15:46Z [--] followers, [---] engagements


"@PSworldwide13 Great advice - doing nothing is doing something. Take if from someone who sold $AC and $CAE [--] months ago. As a $SU holder $BTE and $VRN should be holdings. All [--] are great companies going through various points in their cycles and shareholders will be rewarded with patience"  
[X Link](https://x.com/ng_TO1/status/1856767764087644478)  2024-11-13T18:35Z [--] followers, [---] engagements


"@NicoleAuerbach @mrjoshuaperry Why is Penn State so high Their best win is literally West Virginia"  
[X Link](https://x.com/ng_TO1/status/1860534930482106643)  2024-11-24T04:04Z [---] followers, [---] engagements


"@RossDellenger I think if all [--] Big12 leaders lose next week we can get Baylor vs. Texas Tech in the championship"  
[X Link](https://x.com/ng_TO1/status/1860550049844863158)  2024-11-24T05:04Z [--] followers, [----] engagements


"@Big_Orrin I don't get this analysis by people like you. If you are the Saudis in what world is 10M barrels x $45 better than 8M barrels x $75 It's not a rock and hard place. Who cares about market share It's a pointless metric especially in context of US shale peaking"  
[X Link](https://x.com/ng_TO1/status/1865060084620960106)  2024-12-06T15:45Z [--] followers, [--] engagements


"@UrbanKaoboy So $CVX JUST now noticed that there are efficiency gains They didn't know this a few months ago when the budget for [----] was set It's an output cut that is tied with OPEC. And a signal to rest of US shale to follow their lead. Watch $XOM next"  
[X Link](https://x.com/ng_TO1/status/1865061554611249283)  2024-12-06T15:51Z [--] followers, [---] engagements


"@UrbanKaoboy See the need for revenue is why I believe OPEC is holding. If you are the Saudis (or Iraq etc.) does 10M barrels at $50 sound better than 8M barrels at $75 February [----] was important in that the Saudis showed OPEC (and Russia) that if you don't play ball they will flood"  
[X Link](https://x.com/ng_TO1/status/1865074249121038340)  2024-12-06T16:42Z [--] followers, [--] engagements


"@Big_Orrin Are we the only [--] reasonable people left on this site"  
[X Link](https://x.com/ng_TO1/status/1865492433858900449)  2024-12-07T20:23Z [--] followers, [--] engagements


"@Big_Orrin The motivations for low oil prices for Trump is very different from [----] to [----] - he was running for re-election. He truly won't give a rat's ass for [----] even his VP"  
[X Link](https://x.com/ng_TO1/status/1865512771455971342)  2024-12-07T21:44Z [--] followers, [--] engagements


"@BeegJj Do you have $VET data"  
[X Link](https://x.com/ng_TO1/status/1865960327319597346)  2024-12-09T03:23Z [--] followers, [---] engagements


"@ActOfDog2 @ChrisVannini Haha. ND looks terrible here against a team that is awful. You beat GT at home and w/o Haynes King. We lost to them on the road GT coming off a bye and I think their homecoming weekend. It was their Superbowl. Bama has ND's number. You ain't beating them with Marcus Freeman"  
[X Link](https://x.com/ng_TO1/status/1870317026096382076)  2024-12-21T03:55Z [--] followers, [--] engagements


"@FuzzyBe02910905 @BeegJj Jesus they have non-core all around the world. The US assets in particular seem ripe to go"  
[X Link](https://x.com/ng_TO1/status/1871259985809903811)  2024-12-23T18:22Z [--] followers, [--] engagements


"@AssetTraveller @BubleQe @KramerKarma1 At some point valuation has to matter no You're buying VET b/c it's really cheap and being discounted b/c why B/c knock is the diverse asset base - start selling that consolidate and your stock gets back to at least average peer evaluation no"  
[X Link](https://x.com/ng_TO1/status/1871281436562727334)  2024-12-23T19:47Z [--] followers, [---] engagements


"@BubleQe @BOEReport I know I know. But hear me out. Do we really see VRN making the same ops mistakes again like in Q3 Do we really not see CVE either fixing or selling downstream If you take a step back resolutions to these issue will be found this coming year one way or another"  
[X Link](https://x.com/ng_TO1/status/1871350088704082044)  2024-12-24T00:20Z [--] followers, [---] engagements


"@RyanRMooney @AssetTraveller @BubleQe @KramerKarma1 Closer to $800M (FFO expected to be $1.2B now). Debt down another $200M by YE25. Expect divestments to cover some of the other $600M (or close to it) to get them to target 1.0x. Cold Euro weather could help. Windfall Tax case still in the Euro courts too I believe"  
[X Link](https://x.com/ng_TO1/status/1871645923312550263)  2024-12-24T19:55Z [--] followers, [---] engagements


"@RyanRMooney @AssetTraveller @BubleQe @KramerKarma1 Are we called shareholders or bagholders at this point lol I think we are missing the forest from the trees. Deal isn't perfect but it's the first step where they are addressing the fact that their assets are too diverse. There are going to be more divestments and purchases"  
[X Link](https://x.com/ng_TO1/status/1871647338101620920)  2024-12-24T20:01Z [--] followers, [---] engagements


"@BubleQe @RyanRMooney @AssetTraveller @KramerKarma1 That's a fair comment. But is what's past really prologue Cutting bait before the deal made a lot of sense. But doesn't this deal say that there could be green shoots of common sense coming from the board Worth a small bet b/c the catch-up trade could be worthwhile"  
[X Link](https://x.com/ng_TO1/status/1871649034076856766)  2024-12-24T20:07Z [--] followers, [--] engagements


"@RyanRMooney @AssetTraveller @BubleQe @KramerKarma1 No I didn't say that. Canada + Ireland/Germany/Croatia is what makes the most sense (maybe Netherlands). But these guys are in the US France and Australia too. It's insane"  
[X Link](https://x.com/ng_TO1/status/1871652200822485341)  2024-12-24T20:20Z [--] followers, [--] engagements


"@BubleQe BIR wouldn't expect the debt to be acquired in the purchase ;) EV is about $1.8B"  
[X Link](https://x.com/ng_TO1/status/1871705599500783651)  2024-12-24T23:52Z [--] followers, [---] engagements


"@DailyMail cc: @DanWetzel @ByPatForde"  
[X Link](https://x.com/ng_TO1/status/1873910217215533240)  2024-12-31T01:53Z [--] followers, [---] engagements


"@DailyMail @DanWetzel @ByPatForde You guys are the best. Haven't missed an episode since I discovered you guys in 2019"  
[X Link](https://x.com/ng_TO1/status/1873915840346939715)  2024-12-31T02:15Z [--] followers, [--] engagements


"@DanWetzel @DailyMail @ByPatForde That was my first thought too It's been awhile. Best episode ever was after the NFL Draft [----] () when a (slightly inebriated) Pat exhumed horses from [---] years ago only to rip their names for like [--] minutes. I woke up my [--] year old twins b/c I was laughing so hard"  
[X Link](https://x.com/ng_TO1/status/1873920417393762719)  2024-12-31T02:33Z [--] followers, [---] engagements


"@DanWetzel @DailyMail @ByPatForde I was being charitable lol"  
[X Link](https://x.com/ng_TO1/status/1873921744714809614)  2024-12-31T02:38Z [--] followers, [--] engagements


"@Matthew08691148 Carson Beck + Branch brothers + A&M WR standout. Book it"  
[X Link](https://x.com/ng_TO1/status/1874836601299513774)  2025-01-02T15:14Z [--] followers, [----] engagements


"@NuggetCapital Didn't Marino lead $VET Also I don't understand why this isn't positive for both"  
[X Link](https://x.com/ng_TO1/status/1878121554334163006)  2025-01-11T16:47Z [--] followers, [---] engagements


"@VanIsleInvestor With talk of new pipelines coming out of Alberta not selling the refineries is criminal"  
[X Link](https://x.com/ng_TO1/status/1879211705873649728)  2025-01-14T16:59Z [--] followers, [--] engagements


"@Big_Orrin You need to understand the inter- provincial dynamics in Canada on why an oil led response could break up Canada. Imagine the UK being under attack and Scotland is asked is bear the majority of the burden on the response. What do you think the Scots will do"  
[X Link](https://x.com/ng_TO1/status/1879780325821440221)  2025-01-16T06:38Z [--] followers, [---] engagements


"@tradeoilstocks Did you buy $CNQ too lol We need a @tradeoilstocks Inverse ETF"  
[X Link](https://x.com/ng_TO1/status/1879919663980953608)  2025-01-16T15:52Z [--] followers, [---] engagements


"@SheDrills @Deathswap1 @tradeoilstocks Mostly due to poor asset allocation. Not that they have any poor assets per se but for a company that products 85MB/D they have ops in Canada US Australia Germany Croatia France Ireland and Netherlands. It's TOO diverse"  
[X Link](https://x.com/ng_TO1/status/1879942967584235758)  2025-01-16T17:25Z [--] followers, [---] engagements


"@Deathswap1 @SheDrills @tradeoilstocks Or France. And probably Netherlands as well"  
[X Link](https://x.com/ng_TO1/status/1879975182846304436)  2025-01-16T19:33Z [--] followers, [--] engagements


"@maxfawcett cc: @Rory_Johnston Hey Rory they're doing China "peak-oil" thing again. China economy is in the midst of a pro-longed economic slump. There is no way to judge "peak oil" until their economy is humming again. Oil consumption is inelastic to some degree but not that inelastic"  
[X Link](https://x.com/ng_TO1/status/1880312673369485558)  2025-01-17T17:54Z [--] followers, [--] engagements


"@BobbyBancroft Not wrong. The Biden years were DARK for Georgetown basketball"  
[X Link](https://x.com/ng_TO1/status/1880472862471180516)  2025-01-18T04:30Z [--] followers, [---] engagements


"@baystreetamber @ericnuttall cc: @maxfawcett Spend [--] minutes. I think you will get a better understanding on why Liberals are no friends of the oil and gas industry. (And ironically Canadians as a whole as many Canadians have investments in these companies either directly or via mutual funds.)"  
[X Link](https://x.com/ng_TO1/status/1882082674409615697)  2025-01-22T15:07Z [--] followers, [--] engagements


"@NuggetCapital If you're right then $CVE business case for their refineries goes down the toilet. They need to sell those refineries STAT"  
[X Link](https://x.com/ng_TO1/status/1882112197956128983)  2025-01-22T17:04Z [--] followers, [---] engagements


"@UrbanKaoboy @BurggrabenH What's the LT gain Lower revenues Someday someone will need to make sense how $50 oil x 10MB/D is better than $80 x 8.5MB/D for KSA"  
[X Link](https://x.com/ng_TO1/status/1882466075146944762)  2025-01-23T16:31Z [--] followers, [---] engagements


"@ZmansEnrgyBrain Feels that was a bending of the knee to Trump and Navarro. No way he thinks tariffs are a good idea"  
[X Link](https://x.com/ng_TO1/status/1887270627452620802)  2025-02-05T22:42Z [--] followers, [--] engagements


"@SaItinerant So who is buying on volume then There are two sides to a coin"  
[X Link](https://x.com/ng_TO1/status/1887922888574926973)  2025-02-07T17:54Z [--] followers, [--] engagements


"@ManitobaCanuck @SaItinerant I think $VRN might be in the same boat too. It's volume over the last month over the NYSE has been really high. I guess CDN Mids have become massive torque plays. Ripe for an activist to f*ck things up"  
[X Link](https://x.com/ng_TO1/status/1887943672513138717)  2025-02-07T19:17Z [--] followers, [---] engagements


"@BubleQe Inshallah Hell $CVE could pay someone to take it and the stock would shoot up 20% in no time"  
[X Link](https://x.com/ng_TO1/status/1889150287266361687)  2025-02-11T03:11Z [--] followers, [---] engagements


"@CdnEngyAnalysis See this is where $CVE is ahead of the game. Nobody can call you out for not making money on downstream despite operation excellence if your refineries keep breaking down"  
[X Link](https://x.com/ng_TO1/status/1889691484644835591)  2025-02-12T15:02Z [--] followers, [---] engagements


"@BubleQe $CVE/$MEG but $CVE needs to sell the downstream. Become a pure oil sands player"  
[X Link](https://x.com/ng_TO1/status/1902363619309809799)  2025-03-19T14:16Z [--] followers, [---] engagements


"@RazorOil Not sure this is really indicative of what the opportunities are going forward. $WCP will get re-rated due to its size once the merger is closed"  
[X Link](https://x.com/ng_TO1/status/1902731667799744791)  2025-03-20T14:39Z [--] followers, [---] engagements


"@stphnmaher I think the point of the equalization debate is not really directed at the Atlantic provinces. The bane is Quebec - this is a province that should not be a "have not" in any sense. It's a choice they do not exploit their vast resources and the west has to pay for it"  
[X Link](https://x.com/ng_TO1/status/1903469808047239180)  2025-03-22T15:32Z [--] followers, [--] engagements


"@EpsilonTheory Western Europe is an economic mess. Eastern Europe (e.g. Poland) is not. (Exceptions of course like Ireland exist but I'm generalizing)"  
[X Link](https://x.com/ng_TO1/status/1913616221368471624)  2025-04-19T15:30Z [--] followers, [---] engagements


"@UnintendedCons5 Yesif Brent stays above $65. The timing of the Reuters rumour was no accident. Right after KZ minister's comments. Market tanked but $65 held. It was a test balloon under pressure. Market probably absorbs with shale + Vz underperforming"  
[X Link](https://x.com/ng_TO1/status/1915756941399167454)  2025-04-25T13:17Z [--] followers, [---] engagements


"@scottlincicome I don't know. I can see why the Trump admin is kinda pissed. It's not like Amazon was showing the reason for price increases from [----] to [----] due to inflation (2022 to 2023). If they were consistent it would be a different story"  
[X Link](https://x.com/ng_TO1/status/1917358488226799660)  2025-04-29T23:21Z [--] followers, 10.8K engagements


"@clarencehilljr I thought $10B but now if WTI could average $80 for a year so $15B. (I'm assuming a Texas oil tycoon who grew up watching the Cowboys and will pay the premium that a normal businessman wouldn't.)"  
[X Link](https://x.com/ng_TO1/status/1935450448971862305)  2025-06-18T21:32Z [--] followers, [---] engagements


"@BB19043 Smells like an acquisition of some sort got leaked out"  
[X Link](https://x.com/ng_TO1/status/1938261271448576006)  2025-06-26T15:41Z [--] followers, [---] engagements


"@dalibali2 But they are doing the AI Think we have some runway just from subscription inertia and getting rid of dead weight across the company. Need to replace salespeople with pharma salespeople tho"  
[X Link](https://x.com/ng_TO1/status/1938416923622183229)  2025-06-27T01:59Z [--] followers, [--] engagements


"@BubleQe Would you be okay if $SCR raised their offer to $28 As a $MEG owner I would take that"  
[X Link](https://x.com/ng_TO1/status/1938749777199669564)  2025-06-28T00:02Z [--] followers, [---] engagements


"@DougSaunders My point is that he could be malleable. Install him with a set date for general elections at the same time. Solve the major problems of the Mullahs and create a smaller one to solve afterwards"  
[X Link](https://x.com/ng_TO1/status/1939483140545724779)  2025-06-30T00:36Z [--] followers, [--] engagements


"@UnintendedCons5 No way we are more than +5 tomorrow morning. Even EIA was having export/import timing issues. For sure API is as well"  
[X Link](https://x.com/ng_TO1/status/1942726110485074306)  2025-07-08T23:22Z [--] followers, [--] engagements


"@BubleQe How do you see the sale going through if the $MEG shareholders are being so intransigent $SCR has to raise the price no"  
[X Link](https://x.com/ng_TO1/status/1943100453446713363)  2025-07-10T00:10Z [--] followers, [---] engagements


"@BubleQe I jumped on the $TOU and $ARX train this week. Already have orders in for next week to buy more. I think TOU will compete it's head and shoulder pattern in the low $60s. ARX probably hits support in the high $26s"  
[X Link](https://x.com/ng_TO1/status/1943819267964653829)  2025-07-11T23:46Z [--] followers, [---] engagements


"@NuggetCapital @zethuscap Don't you think they will make a play for the $SU retail assets now"  
[X Link](https://x.com/ng_TO1/status/1945664117722714266)  2025-07-17T01:57Z [--] followers, [---] engagements


"@Cole_Smead What about the $SU retail assets"  
[X Link](https://x.com/ng_TO1/status/1945671745437921439)  2025-07-17T02:27Z [--] followers, [--] engagements


"@SullyCNBC #TheU"  
[X Link](https://x.com/ng_TO1/status/1948882665995641178)  2025-07-25T23:06Z [--] followers, [--] engagements


"@CRUDEOIL231 Trading Canadian oil stocks will bring you closer to god one way or another"  
[X Link](https://x.com/ng_TO1/status/1949251907790475510)  2025-07-26T23:34Z [--] followers, [---] engagements


"@DZierler Are you concerned about the 2Q earnings What are your thoughts Thank you for the great work. You're one of the reasons why I'm in the stock"  
[X Link](https://x.com/ng_TO1/status/1955453121951568369)  2025-08-13T02:15Z [--] followers, [--] engagements


"@Prominent_Bryan Then you are misunderstanding the argument. The economic growth was built on sand - real estate that became a giant Ponzi scheme. When the real estate crashes - so will the economy"  
[X Link](https://x.com/ng_TO1/status/1956788386095661285)  2025-08-16T18:41Z [--] followers, [---] engagements


"@ChiefCheemu @Prominent_Bryan Canadian gov't can't stop the crash. What it can do is elongate the pain so it is manageable. So you don't get a crash but a multi-year - maybe decade - long economic stagnation. Not sure which is worse"  
[X Link](https://x.com/ng_TO1/status/1956790111749669112)  2025-08-16T18:48Z [--] followers, [--] engagements


"@ctrlopenbracket The only thing I would trust these guys for is finding and drilling for more oil and gas. As business men I wouldn't trust them to run a lemonade stand"  
[X Link](https://x.com/ng_TO1/status/1958917593764413909)  2025-08-22T15:42Z [--] followers, [--] engagements


"@trend_bullish Are you sure Right now Chinese buying & Middle East power burn has been the saving grace. Soon maybe both will not be in place (certainly not power burn). Add US prod bouncing back + offshore from Brazil and Guyana - where the good news Maybe not $50 but is $55 any better"  
[X Link](https://x.com/ng_TO1/status/1961094216840319034)  2025-08-28T15:51Z [--] followers, [--] engagements


"@PaulSaladino7 @WHjohnherring @Hotdogremix I have always found your posts to be informative. Unfortunately the haters are always louder. No one can get natural gas right all the time since the weather gods are in charge. But you do a damn good job explaining in detail your thoughts and I've learned a lot"  
[X Link](https://x.com/ng_TO1/status/1961488887517258093)  2025-08-29T17:59Z [--] followers, [--] engagements


"@REWoman York Region (where I live) went practically all blue last election. Not sure what you are talking about"  
[X Link](https://x.com/ng_TO1/status/1964707433575784891)  2025-09-07T15:08Z [--] followers, [--] engagements


"@CRUDEOIL231 The pace of return will help with cleaning up the "balance sheet" so to speak. Current baseline is from [----] they need to fix this. Can't do it with these 1.6Mb still out there. The last 2.2Mb is pure theoretical and not based on reality"  
[X Link](https://x.com/ng_TO1/status/1964720049618563549)  2025-09-07T15:58Z [--] followers, [---] engagements


"@Rory_Johnston Producing more than official numbers I get how do you out-dodge ALL the secondary source estimations Isn't that literally their job to be the watchdog over the official numbers"  
[X Link](https://x.com/ng_TO1/status/1965098009991200909)  2025-09-08T17:00Z [--] followers, [--] engagements


"@Rory_Johnston Hahaha. as the Master of the Barrels I was hoping for a little more insight"  
[X Link](https://x.com/ng_TO1/status/1965101230239408515)  2025-09-08T17:13Z [--] followers, [--] engagements


"@TeddyGambino @GreyHairOpsGuy I can understand the conditions for the USD going down but for DXY to crash you would need to see strength in other currencies. With Europe being a clown show Japan being a clusterfuck etc. what currencies are you buying vis a vis selling the USD"  
[X Link](https://x.com/ng_TO1/status/1965425664993210848)  2025-09-09T14:42Z [--] followers, [--] engagements


"@mattgurney @TristinHopper Absolutely not. But let's not pretend a "civil war" will be some stalemate. We have a general profile of the people with guns and/or who choose careers in protective services"  
[X Link](https://x.com/ng_TO1/status/1966186581301276783)  2025-09-11T17:06Z [--] followers, [--] engagements


"@BB19043 $TOU is back baby Time to cycle back to the high $60s lol"  
[X Link](https://x.com/ng_TO1/status/1966188229130084737)  2025-09-11T17:12Z [--] followers, [---] engagements


"@SHOPGod2 @AssetTraveller Not going anywhere close to that with the insiders piling in the way they did today. Probably not straight up from here but I think we consolidate like $TOU did from $57 to $58"  
[X Link](https://x.com/ng_TO1/status/1966297934611218492)  2025-09-12T00:28Z [--] followers, [---] engagements


"@Sid_Seixeiro As an avid Blue Jays fan boo'ing this makes no sense. I've been to several games and no one can explain this to me"  
[X Link](https://x.com/ng_TO1/status/1966914273084670097)  2025-09-13T17:18Z [--] followers, [----] engagements


"@SIChrisMannix What time do you estimate the main event will be"  
[X Link](https://x.com/ng_TO1/status/1967035127038718227)  2025-09-14T01:18Z [--] followers, [--] engagements


"@BCrawford247 Illinois was overrated b/c they beat an overrated South Carolina in a bowl"  
[X Link](https://x.com/ng_TO1/status/1969596870579110209)  2025-09-21T02:57Z [--] followers, [---] engagements


"@dalibali2 $NOW and $ADBE come to mind"  
[X Link](https://x.com/ng_TO1/status/1970544370341257543)  2025-09-23T17:42Z [--] followers, [---] engagements


"@2020Upstream I don't think that is the case. There is a significant amount from power burn not being needed coming next month. Offshore in GOM/GOA/Brazil as well. OPEC+ not hitting targets but it IS going up. Lastly shale won't rollover until Q1 (12 mon. from when rigs started cut.)"  
[X Link](https://x.com/ng_TO1/status/1972710726201438244)  2025-09-29T17:11Z [--] followers, [---] engagements


"@Rory_Johnston October is way too soon. Usually see production declines [--] to [--] months from rig counts declining"  
[X Link](https://x.com/ng_TO1/status/1973092768193953921)  2025-09-30T18:29Z [--] followers, [---] engagements


"@Lipsman I've been following this $SOC drama for the last several weeks and my brothers in Christ there are much better ways to live life then trying to thread the needle with Californian environmentalists who sees this pipeline as an existential battle"  
[X Link](https://x.com/ng_TO1/status/1973577363419201800)  2025-10-02T02:34Z [--] followers, [----] engagements


"Gonna gap fill now. Nothing but open air. $ACDC"  
[X Link](https://x.com/ng_TO1/status/1975200979315577227)  2025-10-06T14:06Z [--] followers, [---] engagements


"@VanIsleInvestor I cut my oil and gas exposure by 2/3 last month. Got caught offguard with this move in oil and gas stocks the last couple of weeks. But I think it's a false move. Lots of people leading lambs to the slaughter on this platform IMO. TTEN is at [--] year high and WTI at $60"  
[X Link](https://x.com/ng_TO1/status/1976652168670380068)  2025-10-10T14:12Z [--] followers, [---] engagements


"@MBeinart22 $KOPN inside"  
[X Link](https://x.com/ng_TO1/status/1977863276970078423)  2025-10-13T22:25Z [--] followers, [---] engagements


"@Rory_Johnston Brent and WTI ain't that far either. Almost inevitable at this point. Oil equities have held up well. The moment of truth is coming for them I fear"  
[X Link](https://x.com/ng_TO1/status/1978552614213071296)  2025-10-15T20:04Z [--] followers, [---] engagements


"@EnergzdEconomy They bought it b/c they made it impossible for a private operator to complete it with regulations that are some of the most restrictive in the world. It's absurd that a G7 country would need government involved the way it needs to be for any capital projects to be completed"  
[X Link](https://x.com/ng_TO1/status/1978889496197226913)  2025-10-16T18:23Z [--] followers, [--] engagements


"@TeddyGambino I have a bid at $4.63 which is the gap fill from July 2nd. Current backwardization is [--] cents but at the rollover this weekend we are down to [--] cents. Contango across the entire curve is inevitable and with that probably some violent reactions from oil equities"  
[X Link](https://x.com/ng_TO1/status/1978905280675987643)  2025-10-16T19:25Z [--] followers, [--] engagements


"@SummerSnowUSA I can't believe SOC-vidians believe that Trump is going to save them. Oil is heading to $50 why would the Trump admin GAF SOC investors have become a cult similar to GameStop and AMC investors"  
[X Link](https://x.com/ng_TO1/status/1979219851261436378)  2025-10-17T16:15Z [--] followers, [--] engagements


"@DanWetzel Have you seen the Booty Slapping Championship Actual slapping championship not some adult video scene"  
[X Link](https://x.com/ng_TO1/status/1758300434895110605)  2024-02-16T01:21Z [--] followers, [--] engagements


"@VanIsleInvestor @BubleQe @Veren_inc How about WhitePoint lol"  
[X Link](https://x.com/ng_TO1/status/1833329459832799470)  2024-09-10T02:19Z [--] followers, [--] engagements


"@EnergyCynic I added $BTE sub $4 and $GXE today"  
[X Link](https://x.com/ng_TO1/status/1856922921790300288)  2024-11-14T04:51Z [--] followers, [---] engagements


"@NuggetCapital @BubleQe Be a man and buy $BTE lol He's out on that too"  
[X Link](https://x.com/ng_TO1/status/1890616056923693186)  2025-02-15T04:16Z [--] followers, [---] engagements


"@RazorOil Missing $BTE and $SGY for torque"  
[X Link](https://x.com/ng_TO1/status/1891981135149752322)  2025-02-18T22:40Z [--] followers, [----] engagements


"@Rory_Johnston Broader equities being hit on multiple fronts - UNH probe auto tariff confirmation inflation expectations COVID (this one is from the Daily Mail is driving me insane) etc"  
[X Link](https://x.com/ng_TO1/status/1893011333114744873)  2025-02-21T18:54Z [--] followers, [---] engagements


"@AndrewMach_SA Wouldn't it be time to look at laggards like $VET and $BIR as well"  
[X Link](https://x.com/ng_TO1/status/1900767318843531352)  2025-03-15T04:33Z [--] followers, [---] engagements


"@maxfawcett Trump also announced that tariffs will bring on a new golden age. Do you believe that too Oil prices will stabilize around $70WTI and a $1.40 exchange rate means that we are getting $100 CDN for each barrel"  
[X Link](https://x.com/ng_TO1/status/1914706991571738914)  2025-04-22T15:44Z [--] followers, [--] engagements


"@RazorOil All the $TOU lovers really need to explain how the stock hasn't done anything in [--] years when compared against $ARX $PEY and even $POU"  
[X Link](https://x.com/ng_TO1/status/1929289736104845474)  2025-06-01T21:31Z [--] followers, [----] engagements


"@KramerKarma1 Have you looked at Lotus Creek (i.e. the offshoot of $GXE)"  
[X Link](https://x.com/ng_TO1/status/1945482138238763511)  2025-07-16T13:54Z [--] followers, [--] engagements


"@NuggetCapital Generational hater of $CPG and the transference of said hate to $WCP is impressive. I think only Trump hates Rosie O'Donnell more than you hate $CPG lol"  
[X Link](https://x.com/ng_TO1/status/1947857078460047869)  2025-07-23T03:11Z [--] followers, [---] engagements


"@buccocapital Aren't we banging $CRM right now"  
[X Link](https://x.com/ng_TO1/status/1979752843738566737)  2025-10-19T03:33Z [--] followers, [---] engagements


"@ShaziGoalie I like these updates but I think non-Power of Sale updates would be more useful. What is happening to the "regular" market Like everyday transactions. How severe are those drops"  
[X Link](https://x.com/ng_TO1/status/1979947958536716718)  2025-10-19T16:29Z [--] followers, [----] engagements


"@CRUDEOIL231 Bro this was a trip. I thought you were talking about your oil and was thinking "How tf was this guy losing a million a day on oil" lol"  
[X Link](https://x.com/ng_TO1/status/1980066498736455857)  2025-10-20T00:20Z [--] followers, [---] engagements


"@Rory_Johnston Rory pace yourself. We haven't even got to the point where people argue that oil is bullish because the price is higher in the future. You're going to self-combust at this rate"  
[X Link](https://x.com/ng_TO1/status/1980425057521603021)  2025-10-21T00:05Z [--] followers, [----] engagements


"@trend_bullish Oil may have made a double bottom but oil equities did not"  
[X Link](https://x.com/ng_TO1/status/1981799236824875302)  2025-10-24T19:05Z [--] followers, [---] engagements


"@trend_bullish That's the concern - is there another leg down for the equities"  
[X Link](https://x.com/ng_TO1/status/1981801249176773035)  2025-10-24T19:13Z [--] followers, [--] engagements


"@LNG_Investor_ What's it for $NEXT"  
[X Link](https://x.com/ng_TO1/status/1982184546763166115)  2025-10-25T20:36Z [--] followers, [---] engagements


"@tylermeredith What are you talking about Bessent was Democrat supporter until [----] and gave to a ton of liberal causes. He's been a home run hire"  
[X Link](https://x.com/ng_TO1/status/1982518825485750357)  2025-10-26T18:44Z [--] followers, [--] engagements


"@Opossum_Capital Well said. A billion dollar org needs the support that $OS can bring. They can't just build it in-house"  
[X Link](https://x.com/ng_TO1/status/1983010007336579438)  2025-10-28T03:16Z [--] followers, [--] engagements


"@ZaidJilani In what world is NICK FUENTES a Republican"  
[X Link](https://x.com/ng_TO1/status/1984273553190195326)  2025-10-31T14:57Z [--] followers, [--] engagements


"@staunovo Oh come on. There are no way those KZ numbers will be achieved. What are we doing"  
[X Link](https://x.com/ng_TO1/status/1985141848789102863)  2025-11-03T00:27Z [--] followers, [--] engagements


"@NuggetCapital @Nick_duCat $ARX.to is big enough to be worthwhile for a bigger US entity that wants to be in Canada. Everyone outside of $TOU is too small"  
[X Link](https://x.com/ng_TO1/status/1985873938115670219)  2025-11-05T00:56Z [--] followers, [---] engagements


"@flasportsbuzz JFC. why is our media so defeatist This is a snapshot in time. IF we win [--] in a row it will be a different conversation b/c we will be "playing better""  
[X Link](https://x.com/ng_TO1/status/1985890399517331795)  2025-11-05T02:02Z [--] followers, [---] engagements


"@WerewolfHolding @faststocknewss @CNBC At what price As an $OS shareholder I think $28 would be a fair price"  
[X Link](https://x.com/ng_TO1/status/1986183589768098250)  2025-11-05T21:27Z [--] followers, [---] engagements


"@JohnDoeKnowsGuy $MSFT and $SAP are possible suitors as well. Number of possibilities"  
[X Link](https://x.com/ng_TO1/status/1986849219907297326)  2025-11-07T17:32Z [--] followers, [--] engagements


"@AlbertBreer @Commanders You can still sell naming rights. Would be something like "Lockheed Martin Field at DJT Stadium""  
[X Link](https://x.com/ng_TO1/status/1987212319726645477)  2025-11-08T17:35Z [--] followers, [----] engagements


"@BarrySchwartzBW Is this a $CSU $ADBE or $CRM tweet"  
[X Link](https://x.com/ng_TO1/status/1988061888677085646)  2025-11-11T01:51Z [--] followers, [---] engagements


"@J_McPherson1126 @ABLichtenstein Well UM's entire candidacy is based on winning out. If VA and UM are 10-2 don't think we lose that. BTW something to consider: ND beat NCST [--] [---] but it was only [--] [---] at half. If 2nd half explosions "count" then the Stan/SYR wins should be looked in a different light"  
[X Link](https://x.com/ng_TO1/status/1989827895640928656)  2025-11-15T22:48Z [--] followers, [--] engagements


"@Chrisb_168421 @TRalph30 @dannykanell Yes a former FSU star has a bias towards Miami. Good take"  
[X Link](https://x.com/ng_TO1/status/1990098846794358963)  2025-11-16T16:45Z [--] followers, [--] engagements


"@LRiddickESPN #TheU"  
[X Link](https://x.com/ng_TO1/status/1990168440485937380)  2025-11-16T21:21Z [--] followers, [---] engagements


"@Twatch_Me_Workk It was clear Andrew Berry and the coaching staff never wanted to. There is video evidence of their reaction"  
[X Link](https://x.com/ng_TO1/status/1990250590686118283)  2025-11-17T02:48Z [--] followers, [---] engagements


"@ABLichtenstein SMU losing to TWO Big-12 teams is going to be a headache. (It shouldn't but LOL Nothing Matters)"  
[X Link](https://x.com/ng_TO1/status/1990979328700473657)  2025-11-19T03:03Z [--] followers, [---] engagements


"@ABLichtenstein Are we sure we don't want USC to beat Oregon IN THEORY USC is boxed out by ND and I don't think they would jump us. And I don't think Oregon survives with [--] losses and would have to be placed behind USC"  
[X Link](https://x.com/ng_TO1/status/1990985204840775730)  2025-11-19T03:27Z [--] followers, [---] engagements


"@ChefMaal7 @ABLichtenstein Good point. Need Oregon to win this week and lose to Washington next week. Best of both worlds"  
[X Link](https://x.com/ng_TO1/status/1990995281140228167)  2025-11-19T04:07Z [--] followers, [--] engagements


"@ralphDrussoATH @slmandel @BruceFeldmanCFB I literally snorted when Bruce called Stew's argument "dumb". Something to consider - did you guys enjoy Clem/LSU Tex/Ohio St. UM/ND first week Because if the committee is going to ignore strong scheduling you will be covering Ohio St./Kent St. Bama/San Diego St etc"  
[X Link](https://x.com/ng_TO1/status/1991526381424112083)  2025-11-20T15:17Z [--] followers, [---] engagements


"@ABLichtenstein You should have done the "You'll never believe what tweet this was response to" lol"  
[X Link](https://x.com/ng_TO1/status/1991719226785386984)  2025-11-21T04:04Z [--] followers, [--] engagements


"@ABLichtenstein If Mizzou loses they drop out of the top [--] and both Bama and Vandy loses a "Win over the CURRENT Top 25" (which is a stupid metric but everything is stupid)"  
[X Link](https://x.com/ng_TO1/status/1992304755834528062)  2025-11-22T18:50Z [--] followers, [--] engagements


"@ByPatForde Is it really a "HLA" tho Wash. St. held tough against Ole Miss"  
[X Link](https://x.com/ng_TO1/status/1992320922817298511)  2025-11-22T19:54Z [--] followers, [--] engagements


"@ralphDrussoATH Should the committee count wins against Florida (for Miami at least FLO beat Texas) LSU (for Bama) and Clemson (for GT) as quality wins"  
[X Link](https://x.com/ng_TO1/status/1992411287649939949)  2025-11-23T01:54Z [--] followers, [---] engagements


"@ralphDrussoATH @ChrisVannini LSU/CLEMSON/FLORIDA also have a ton of NFL guys Ralph love your work but you can't just single out Penn St. here"  
[X Link](https://x.com/ng_TO1/status/1992416784004391153)  2025-11-23T02:15Z [--] followers, [---] engagements


"@GabyUrrutia247 I haven't heard "Eye Test" once in this BYU game"  
[X Link](https://x.com/ng_TO1/status/1992417503574896887)  2025-11-23T02:18Z [--] followers, [---] engagements


"@LRiddickESPN On the flip side - although I normally LOVE your work - you were the only one to call out "eye test" in the Miami Utah or BYU games"  
[X Link](https://x.com/ng_TO1/status/1992425794539565471)  2025-11-23T02:51Z [--] followers, [---] engagements


"@ABLichtenstein I turned it off after the "fumble". Isn't it something that BYU and Utah are getting every 50/50 call from the refs tonight"  
[X Link](https://x.com/ng_TO1/status/1992443910833234200)  2025-11-23T04:03Z [--] followers, [---] engagements


"@ESPNBooger I don't know Ahmad Hardy has done as much against MUCH harder competition. Also why do we keep pretending week [--] didn't happen with Love"  
[X Link](https://x.com/ng_TO1/status/1992960321397588060)  2025-11-24T14:15Z [--] followers, [----] engagements


"@slmandel I listened to the pod today and I thought that proposition was absurd. Miami/ND not only played head to head but share NC State SYR Stanford and Pit. And ND played bottom dwellers Purdue Ark BC and Navy w/o Horvath. GT/Georgia schedules are nothing alike"  
[X Link](https://x.com/ng_TO1/status/1993487729846571059)  2025-11-26T01:11Z [--] followers, [----] engagements


"@slmandel Only in college football would someone say that. A "Field Test" is the most conclusive piece of data when comparing LIKE teams (and we should be able to agree that Miami/ND are alike). It doesn't matter if the field test was in August or November"  
[X Link](https://x.com/ng_TO1/status/1993490700500189290)  2025-11-26T01:23Z [--] followers, [---] engagements


"@DavidFurones_ What was the weather when we played at Boston College a couple of years ago in late November I think we did pretty well that day"  
[X Link](https://x.com/ng_TO1/status/1994157573629526464)  2025-11-27T21:33Z [--] followers, [----] engagements


"@anasalhajji It will never get built. If you read the MOU carefully there are other "wins" that Alberta was looking for that got accomplished. Carney isn't as idealistic as Trudeau but it would hard to classify him as "oil friendly""  
[X Link](https://x.com/ng_TO1/status/1994609651107967450)  2025-11-29T03:29Z [--] followers, [--] engagements


"@ABLichtenstein We're at the point where something insane is happening on every play"  
[X Link](https://x.com/ng_TO1/status/1994981390992171048)  2025-11-30T04:06Z [--] followers, [--] engagements


"@ABLichtenstein We truly have the worst operations in all of college football. This league finds new ways to embarrass itself and it's members on a weekly basis"  
[X Link](https://x.com/ng_TO1/status/1994990367574503475)  2025-11-30T04:42Z [--] followers, [--] engagements


"@Brett_McMurphy I follow A LOT of college football reporters but this has to be the weirdest bit in the world's weirdest sport. Good work my man"  
[X Link](https://x.com/ng_TO1/status/1995541715965669616)  2025-12-01T17:13Z [--] followers, [---] engagements


"@ShehanJeyarajah Honestly how do we know the Big12 is good Look at the non-con skeds for BYU Utah TT AZ and AZ St. All I see is a bad Miss. St. team beating AZ St. and then AZ St. beating TT a couple of weeks later. The Big12 has no one to blame but themselves"  
[X Link](https://x.com/ng_TO1/status/1997028220797890564)  2025-12-05T19:40Z [--] followers, [----] engagements


"@ABLichtenstein Your mentions really are Catholics vs. Common Sense"  
[X Link](https://x.com/ng_TO1/status/1997064449048629426)  2025-12-05T22:04Z [--] followers, [---] engagements


"@buccocapital I present you $ADBE"  
[X Link](https://x.com/ng_TO1/status/1998238455952757166)  2025-12-09T03:49Z [--] followers, 20.5K engagements


"@UnintendedCons5 Do you think China could start release from the stock they have been accumulating all year Nobody could guess why they were doing this unless they had an inkling that VZ was on the chopping block. (Rubio being from South Florida is a massive VZ hawk)"  
[X Link](https://x.com/ng_TO1/status/2001148220760625158)  2025-12-17T04:31Z [--] followers, [--] engagements


"@joecarlsonshow They'll just steal the technology from $ASML or coerce it out of the Dutch gov't. It's their modus operandi"  
[X Link](https://x.com/ng_TO1/status/2002079758499316171)  2025-12-19T18:13Z [--] followers, [---] engagements


"@ChrisVannini @ralphDrussoATH Didn't Ross Dellenger report that Notre Dame has Top [--] protections only for a [--] or [--] team playoff Going to [--] will save the hides of conference commissioners. Also you can bury the [--] seed (Group of 6) vs. [--] seed game behind a 8/9 or 10/7 game and not get sued"  
[X Link](https://x.com/ng_TO1/status/2005386434161893455)  2025-12-28T21:12Z [--] followers, [---] engagements


"@DougSaunders Spain is an interesting case in that it used high immigration (from LatAm not Asia/Africa) green energy and internal investments with a leftward bent to drive growth. However every other country - incl. UK Germany France (and Canada) - has stagnated doing this"  
[X Link](https://x.com/ng_TO1/status/2005396384019821019)  2025-12-28T21:52Z [--] followers, [--] engagements


"@TeddyGambino You need to set this to the Ben Affleck speech in Boiler Room lol"  
[X Link](https://x.com/ng_TO1/status/2005738697866764523)  2025-12-29T20:32Z [--] followers, [---] engagements


"@dbull888 @chat_SBC He gave a list - $ADBE $CRM $CSU vertical software"  
[X Link](https://x.com/ng_TO1/status/2007573642495046025)  2026-01-03T22:03Z [--] followers, [---] engagements


"@dbull888 @chat_SBC Are we going to complain about a 2x/3x with less risk Those stocks have a sentiment issue not a business problem"  
[X Link](https://x.com/ng_TO1/status/2007581279257285099)  2026-01-03T22:34Z [--] followers, [---] engagements


"@buccocapital @chat_SBC @evrgn11112231 $NOW is almost at it's 200W MA. How much lower than that Something something Munger"  
[X Link](https://x.com/ng_TO1/status/2007587149248667707)  2026-01-03T22:57Z [--] followers, [---] engagements


"@slmandel Stew you literally admitted to @ralphDrussoATH point that the Big [--] has way more punching bags lol Truth is the top of [--] (maybe 4) are ELITE the other [--] would not even be top [--] in the ACC or Big12"  
[X Link](https://x.com/ng_TO1/status/2008932019963646256)  2026-01-07T16:01Z [--] followers, [---] engagements


"@DavidMi62693109 @slmandel @ralphDrussoATH By an elite Oregon team. That's my point. take Oregon OSU and Indiana out (maybe Michigan) and you are left with a bunch of trash and punching bags"  
[X Link](https://x.com/ng_TO1/status/2008934620734038282)  2026-01-07T16:11Z [--] followers, [---] engagements


"@StrongRetired @slmandel @ralphDrussoATH Y'all love talking about the bowl season but in the season I saw Michigan lose to Oklahoma Wisconsin get whipped by Bama and Iowa lose to Iowa St"  
[X Link](https://x.com/ng_TO1/status/2008951710371156480)  2026-01-07T17:19Z [--] followers, [--] engagements


"@BDEPardell @NuggetCapital Getting ahead of the coming sale"  
[X Link](https://x.com/ng_TO1/status/2012008022877618410)  2026-01-16T03:44Z [--] followers, [---] engagements


"@cameron_doroi What is the related move for $NOW due to a H200 supply halt in China"  
[X Link](https://x.com/ng_TO1/status/2012683717475459487)  2026-01-18T00:29Z [--] followers, [--] engagements


"@ratrace232 @obsidiancap1 $CRM $ADBE $NOW. basically all software a real enterprise needs to grow. Stay away from consumer software tho"  
[X Link](https://x.com/ng_TO1/status/2014858841695883464)  2026-01-24T00:32Z [--] followers, [---] engagements


"@IvanTheK I really don't think it's a good idea for Dems to fight on immigration. Traditionally immigration has been a GOP strong-hold. Stick to what Dems know/do best - healthcare SS etc"  
[X Link](https://x.com/ng_TO1/status/2015602929441419458)  2026-01-26T01:49Z [--] followers, [--] engagements


"@calvinfroedge Virtually every middle class in the world lives paycheck to paycheck (w/ some exceptions due to social safety nets). It's what that paycheck affords is the real point. If US mc cut back to living the middle-class lifestyle of mc Europeans they would not be in dire straits"  
[X Link](https://x.com/ng_TO1/status/2022864317603881080)  2026-02-15T02:43Z [--] followers, [---] engagements

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