# ![@nickharrywebb Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2403644714.png) @nickharrywebb Ridgewood Capital

Ridgewood Capital posts on X about $btu, $oott, $clf, china the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2403644714/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2403644714/c:line/m:interactions.svg)

- [--] Week [---------] +26,983%
- [--] Month [---------] +257%
- [--] Months [---------] +11,167%
- [--] Year [---------] +2,976%

### Mentions: [--] [#](/creator/twitter::2403644714/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2403644714/c:line/m:posts_active.svg)

- [--] Week [--] +167%
- [--] Month [--] +35%
- [--] Months [--] +137%
- [--] Year [--] +23%

### Followers: [-----] [#](/creator/twitter::2403644714/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2403644714/c:line/m:followers.svg)

- [--] Week [-----] +0.40%
- [--] Month [-----] +0.50%
- [--] Months [-----] +4.60%
- [--] Year [-----] +11%

### CreatorRank: [---------] [#](/creator/twitter::2403644714/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2403644714/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  28% [stocks](/list/stocks)  20% [countries](/list/countries)  10% [cryptocurrencies](/list/cryptocurrencies)  8% [technology brands](/list/technology-brands)  7% [exchanges](/list/exchanges)  2% [automotive brands](/list/automotive-brands)  2% [celebrities](/list/celebrities)  2% [currencies](/list/currencies)  1%

**Social topic influence**
[$btu](/topic/$btu) #24, [$oott](/topic/$oott) 8%, [$clf](/topic/$clf) 8%, [china](/topic/china) 5%, [$nog](/topic/$nog) 5%, [dividend](/topic/dividend) #385, [$crgy](/topic/$crgy) #1, [yield](/topic/yield) #68, [$vtle](/topic/$vtle) 4%, [$rgti](/topic/$rgti) 4%

**Top accounts mentioned or mentioned by**
[@paulomacro](/creator/undefined) [@elonmusk](/creator/undefined) [@tommythornton](/creator/undefined) [@dampedspring](/creator/undefined) [@jakesherman](/creator/undefined) [@economyapp](/creator/undefined) [@beanews](/creator/undefined) [@uscensusbureau](/creator/undefined) [@spencerhakimian](/creator/undefined) [@zerohedge](/creator/undefined) [@jimcramer](/creator/undefined) [@goforgrubes2](/creator/undefined) [@gnoble79](/creator/undefined) [@hmeisler](/creator/undefined) [@sinbad1998](/creator/undefined) [@wallstreetsilv](/creator/undefined) [@finkd](/creator/undefined) [@stealthqe4](/creator/undefined) [@autismcapital](/creator/undefined) [@litcapital](/creator/undefined)

**Top assets mentioned**
[Peabody Energy Corporation (BTU)](/topic/$btu) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Northern Oil and Gas, Inc. (NOG)](/topic/$nog) [Crescent Energy Company (CRGY)](/topic/$crgy) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Salesforce Inc (CRM)](/topic/$crm) [Strategy (MSTR)](/topic/$mstr) [Fartcoin (FARTCOIN)](/topic/fartcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/$btc) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Cisco Systems Inc (CSCO)](/topic/$csco) [Copa Holdings, S.A. (CPA)](/topic/$cpa) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [MP Materials Corp. (MP)](/topic/$mp) [ARK Innovation ETF (ARKK)](/topic/$arkk) [SPX6900 (SPX)](/topic/$spx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"All sources of energy will be necessary over the foreseeable future. Coal demand is going nowhere but up $BTU The world is burning more coal than ever: Global annual coal demand is up to a record [----] billion metric tonnes. Annual coal consumption has surged +1.40 billion tonnes since [----]. This increase has been driven primarily by China which now makes up 56% of global https://t.co/UaPWHxUg2c The world is burning more coal than ever: Global annual coal demand is up to a record [----] billion metric tonnes. Annual coal consumption has surged +1.40 billion tonnes since [----]. This increase has"  
[X Link](https://x.com/anyuser/status/2003170942462435357)  2025-12-22T18:29Z [----] followers, [---] engagements


"Quite the emphatic breakout as the world is seemingly scrambling for commodities $BTU"  
[X Link](https://x.com/anyuser/status/2008568627122106393)  2026-01-06T15:57Z [----] followers, [---] engagements


"I too am partially with the skeptics on software but probably not across the board. Some of it needs to massively re-rate or go away entirely. But theres certainly value here for some $CRM I'm with the skeptics on this one https://t.co/1Qk2HQ3wTn I'm with the skeptics on this one https://t.co/1Qk2HQ3wTn"  
[X Link](https://x.com/nickharrywebb/status/2019125069910577288)  2026-02-04T19:05Z [----] followers, [---] engagements


"Solid results for $BTU in an abysmal [----] pricing environment. US thermal coal demand going nowhere but up and their Centurion met coal mine is beginning production two months ahead of schedule. Free upside optionality in rare earths and the CEO has cuddled up tight to the current administration. Not too shabby. https://twitter.com/i/web/status/2019433988134224313 https://twitter.com/i/web/status/2019433988134224313"  
[X Link](https://x.com/anyuser/status/2019433988134224313)  2026-02-05T15:32Z [----] followers, [---] engagements


"Imagine trying to justify Bitcoin as the future of money but coinbase won't let you make any transactions :) *COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME of course *COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME of course"  
[X Link](https://x.com/anyuser/status/2022012738332151990)  2026-02-12T18:19Z [----] followers, [--] engagements


"$NOG another great example of an unreasonably wrecked energy company that appears to be flipping on a momentum basis. Trading at 5x earnings with a 7% dividend yield :) $CRGY gets very interesting above $10.20 and with a 5% dividend yield you get paid nicely to wait for it. Still so many massively undervalued names in the energy space me thinks. https://t.co/nJHKMMjzxv $CRGY gets very interesting above $10.20 and with a 5% dividend yield you get paid nicely to wait for it. Still so many massively undervalued names in the energy space me thinks. https://t.co/nJHKMMjzxv"  
[X Link](https://x.com/anyuser/status/2019862332978122871)  2026-02-06T19:54Z [----] followers, [----] engagements


"The Tennessee Valley Authority the country's largest publicly utility no longer wants to shutter its coal-fired facilities. They still plan to build out new natural gas plants but it's looking like all sources of energy particularly baseload energy will be needed for decades to come. $BTU https://twitter.com/i/web/status/2021319939643347094 https://twitter.com/i/web/status/2021319939643347094"  
[X Link](https://x.com/anyuser/status/2021319939643347094)  2026-02-10T20:26Z [----] followers, [---] engagements


"Coal quickly becoming a critical mineral - more details to come tomorrow $BTU Bullish for $BTU Peabody Energy https://t.co/n7YzS41v0j https://t.co/MIXcr8cOiR Bullish for $BTU Peabody Energy https://t.co/n7YzS41v0j https://t.co/MIXcr8cOiR"  
[X Link](https://x.com/anyuser/status/2021424166952681666)  2026-02-11T03:20Z [----] followers, [---] engagements


"$CRGY gets very interesting above $10.20 and with a 5% dividend yield you get paid nicely to wait for it. Still so many massively undervalued names in the energy space me thinks"  
[X Link](https://x.com/anyuser/status/2019850375592059105)  2026-02-06T19:07Z [----] followers, [----] engagements


"$CRGY Momentum beginning to flip it seems. $CRGY gets very interesting above $10.20 and with a 5% dividend yield you get paid nicely to wait for it. Still so many massively undervalued names in the energy space me thinks. https://t.co/nJHKMMjzxv $CRGY gets very interesting above $10.20 and with a 5% dividend yield you get paid nicely to wait for it. Still so many massively undervalued names in the energy space me thinks. https://t.co/nJHKMMjzxv"  
[X Link](https://x.com/nickharrywebb/status/2020917051406053866)  2026-02-09T17:45Z [----] followers, [---] engagements


"Jim Grech CEO of Peabody just awarded Trump with a giant trophy for being the Champion of Coal and youre bearish 🤪 $BTU 🚨 JUST IN: President Trump was just awarded the CHAMPION OF COAL award at the White House by a large group of coal miners NOBODY has been a bigger supporter of the coal industry than President Trump in modern US history. And average pay for miners is up over $2000 🔥 https://t.co/aNYlv3WSBK 🚨 JUST IN: President Trump was just awarded the CHAMPION OF COAL award at the White House by a large group of coal miners NOBODY has been a bigger supporter of the coal industry than"  
[X Link](https://x.com/anyuser/status/2021772680433729664)  2026-02-12T02:25Z [----] followers, [---] engagements


"@TommyThornton History doesn't often repeat but it sure as hell rhymes $CSCO $MSTR"  
[X Link](https://x.com/nickharrywebb/status/2022053720297783361)  2026-02-12T21:02Z [----] followers, [---] engagements


"Looking like a nice bull flag breakout for $VTLE Pretty choppy price action in $VTLE these last few days but $26 appears to be pretty firm support. A clean break above $32 suggests clear air until $35-$37. Above that range it's again clear air back into the low $40s. What a weird few months it's been. https://t.co/lIi5vrRvr5 Pretty choppy price action in $VTLE these last few days but $26 appears to be pretty firm support. A clean break above $32 suggests clear air until $35-$37. Above that range it's again clear air back into the low $40s. What a weird few months it's been."  
[X Link](https://x.com/nickharrywebb/status/1858614994277175744)  2024-11-18T20:55Z [---] followers, [---] engagements


"What a journey it's been for Copa Airlines - just now getting back to it's pre-covid levels. Still only trading 7.5x earnings 4.8x EBITDA and has a 6% divvy. Earnings out tomorrow night $CPA"  
[X Link](https://x.com/nickharrywebb/status/1858981743908581437)  2024-11-19T21:12Z [---] followers, [---] engagements


"@dampedspring The recent sales aren't Saylor but rather his colleagues. Interestingly if you go back to Jan-Apr24 he was selling exactly 50k shares nearly every single day. Not sure if that was a planned unload or something more curious/nefarious"  
[X Link](https://x.com/nickharrywebb/status/1861807488149950721)  2024-11-27T16:21Z [----] followers, [----] engagements


"Make coal bankable again $BTU BREAKING: Texas and [--] other Republican-led states are suing BlackRock State Street and Vanguard alleging that they conspired to curtail coal supplies to further a destructive politicised environmental agenda. The federal antitrust lawsuit accuses the three largest US index BREAKING: Texas and [--] other Republican-led states are suing BlackRock State Street and Vanguard alleging that they conspired to curtail coal supplies to further a destructive politicised environmental agenda. The federal antitrust lawsuit accuses the three largest US index"  
[X Link](https://x.com/nickharrywebb/status/1861825528921043127)  2024-11-27T17:32Z [---] followers, [---] engagements


"Crude oil and natural gas prices green.companies that sell crude oil and natural gas red. Because Fartcoin"  
[X Link](https://x.com/nickharrywebb/status/1869418049683746943)  2024-12-18T16:22Z [---] followers, [---] engagements


"@PauloMacro He also said higher rates are bullish for equities"  
[X Link](https://x.com/nickharrywebb/status/1869832613512569266)  2024-12-19T19:50Z [---] followers, [---] engagements


"First episode is a hilarious reminder that most humans do not understand basic statistics or risk and probably also explains how Fartcoin goes to a billion dollar market cap. The first episode of Mr. Beasts new show was actually very entertaining. Its a shame that its on Amazon Prime video. If it were on Netflix it probably would be much more popular. Lets see how it does on Amazon maybe it wont matter. The first episode of Mr. Beasts new show was actually very entertaining. Its a shame that its on Amazon Prime video. If it were on Netflix it probably would be much more popular. Lets see how"  
[X Link](https://x.com/nickharrywebb/status/1869937770535293192)  2024-12-20T02:48Z [---] followers, [---] engagements


"Extreme divergences across asset classes over the last two years. Winners: Communication Services (96.8%) Technology (85.0%) Consumer Discretionary (74.0%) Losers: Consumer Staples (2.9%) Healthcare (3.3%) Utilities (7.4%) Energy (7.8%) Real Estate (7.9%) Materials (11.0%)"  
[X Link](https://x.com/nickharrywebb/status/1879253851737567328)  2025-01-14T19:46Z [---] followers, [---] engagements


"Perhaps this isn't an extreme prediction but a mean reversion trade in many of these indices seems like a decent bet for [----]. Feels very "revenge of the old economy" or "back to basics" which was very much so the trade at the beginning of [----] when the Ark funds were being unwound"  
[X Link](https://x.com/nickharrywebb/status/1879260195936981305)  2025-01-14T20:12Z [---] followers, [--] engagements


"@JakeSherman Whats the source of this Cant seem to find anything on the white house website yet"  
[X Link](https://x.com/nickharrywebb/status/1885815509964161305)  2025-02-01T22:20Z [---] followers, [----] engagements


"I think this might be the oddest looking flow diagram Ive ever seen on @EconomyApp - 72% of income is coming from interest $PLTR They just spend everything they make. Guess that can work for a while. $PLTR Palantir Q4 FY24: Net dollar retention 120% (+12pp Y/Y). Customers +43% Y/Y to [---]. Revenue +36% Y/Y to $828M ($46M beat). Non-GAAP EPS $0.14 ($0.03 beat). FY25 guidance: Revenue +31% Y/Y to $3.75B ($0.2B beat). Adj. operating margin 42% (+3pp Y/Y). https://t.co/K6zBMLnSSP $PLTR Palantir Q4 FY24: Net dollar retention 120% (+12pp Y/Y). Customers +43% Y/Y to [---]. Revenue +36% Y/Y to $828M"  
[X Link](https://x.com/nickharrywebb/status/1886595533483000027)  2025-02-04T02:00Z [---] followers, [---] engagements


"Not a lot going right for Tesla's growth prospects at the moment $TSLA - Losing China momentum to subsidized BYD - Losing legacy Western (liberal) customer base - Trump ending charging programs - New fossil-friendly DOE head 🚗📉 Teslas China-made EV sales drop 11.5% in January as BYD surges 47.5% YoY Tickers of interest: $TSLA $BYDDF Full Story https://t.co/uzlydQp1me https://t.co/ECjCLzG817 🚗📉 Teslas China-made EV sales drop 11.5% in January as BYD surges 47.5% YoY Tickers of interest: $TSLA $BYDDF Full Story https://t.co/uzlydQp1me https://t.co/ECjCLzG817"  
[X Link](https://x.com/nickharrywebb/status/1887911153457680865)  2025-02-07T17:07Z [---] followers, [---] engagements


"Be nice to finally see this one come off the mat $VTLE $VTLE recently touched it's previous relative low compared to $XOP. Since then VTLE has outperformed XOP. This type of event has only happened a couple of times for VTLE but both marked the beginning of periods where VTLE would outperform most other energy stocks. #OOTT https://t.co/QAg1Bstt4n $VTLE recently touched it's previous relative low compared to $XOP. Since then VTLE has outperformed XOP. This type of event has only happened a couple of times for VTLE but both marked the beginning of periods where VTLE would outperform most other"  
[X Link](https://x.com/nickharrywebb/status/1890458744133161037)  2025-02-14T17:51Z [---] followers, [---] engagements


"Mixed quarter for $NOG Curious to hear how the industry is viewing the new administration and "drill baby drill""  
[X Link](https://x.com/nickharrywebb/status/1892327228081426853)  2025-02-19T21:35Z [---] followers, [---] engagements


"JPM sees oil demand up [---] mbpd but cites supply demand uncertainties - everyone seems afraid to write something bullish about energy $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1894886928454991965)  2025-02-26T23:07Z [---] followers, [---] engagements


"Everyone panicking about the negative GDP print today but nearly all of the headwind is created by a spike in net imports as buyers attempt to front-run Trump's tariffs. Government spending is lower as well but hard to argue that's not a good thing in the long run. After recent releases from the US Bureau of Economic Analysis (@BEA_News) and the @uscensusbureau the nowcast of the contribution of net exports to first-quarter real GDP growth fell from [-----] percentage points to [-----] percentage points while the nowcast of first-quarter real https://t.co/sXg8qrsnrn After recent releases from the"  
[X Link](https://x.com/nickharrywebb/status/1895527248930951236)  2025-02-28T17:31Z [---] followers, [---] engagements


"Love to see it $NOG $NOG NOG Board Approves Increase in Share Buyback Authorization; Adds $100 Million to Existing Program https://t.co/NnrZETlDgn $NOG NOG Board Approves Increase in Share Buyback Authorization; Adds $100 Million to Existing Program https://t.co/NnrZETlDgn"  
[X Link](https://x.com/nickharrywebb/status/1899561031367786765)  2025-03-11T20:40Z [---] followers, [---] engagements


"Goldman: oil demand remains in-line with last year despite every angry economist calling for recessionary consumption :)"  
[X Link](https://x.com/nickharrywebb/status/1917048587923443738)  2025-04-29T02:49Z [---] followers, [--] engagements


"Nil baby nil $OOTT Diamondback Energy announces it is reducing its active rate count by [--] Diamondback Energy announces it is reducing its active rate count by 3"  
[X Link](https://x.com/nickharrywebb/status/1919525601980924391)  2025-05-05T22:52Z [---] followers, [---] engagements


"Did hell freeze over or did Peabody actually execute well in an abysmal environment $BTU :)"  
[X Link](https://x.com/nickharrywebb/status/1919792509640638680)  2025-05-06T16:32Z [---] followers, [----] engagements


"If Trump's oil tweet wishes come to fruition most of the US shale industry is under water. $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1922323200962179132)  2025-05-13T16:09Z [---] followers, [---] engagements


"Crude oil getting interesting reverse head & shoulders with a neckline at $64.75. $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1930996990357242345)  2025-06-06T14:35Z [---] followers, [---] engagements


"No fireworks in oil yet but a Monday breach of the neckline is something to keep an eye on. [--] handle in our sights this summer $OOTT Crude oil getting interesting reverse head & shoulders with a neckline at $64.75. $OOTT https://t.co/NBJd54H0i2 Crude oil getting interesting reverse head & shoulders with a neckline at $64.75. $OOTT https://t.co/NBJd54H0i2"  
[X Link](https://x.com/nickharrywebb/status/1932093838186700935)  2025-06-09T15:14Z [---] followers, [---] engagements


"Smoke is billowing in Tel Aviv. Are we about to see retaliation in the Persian Gulf $OOTT Israel plans to strike Iranian oil and natural gas refineries in the Persian Gulf if Tehran attacks Israeli population centers Israeli #Iran #IsraeliranWar #israe https://t.co/M7hvsk5VxY Israel plans to strike Iranian oil and natural gas refineries in the Persian Gulf if Tehran attacks Israeli population centers Israeli #Iran #IsraeliranWar #israe https://t.co/M7hvsk5VxY"  
[X Link](https://x.com/nickharrywebb/status/1933592144432017717)  2025-06-13T18:27Z [---] followers, [---] engagements


"Was on a call with JPMs head of oil trading yesterday and he said that producer hedging activity in the last week was the highest hes seen in his [--] year career. An under-appreciated anecdote for anyone looking at energy equities - many of them have reduced earnings volatility at levels 10% higher than today. #OOTT"  
[X Link](https://x.com/nickharrywebb/status/1937505291131576736)  2025-06-24T13:37Z [---] followers, [---] engagements


"Casino is WIDE open and I guarantee Citadel is printing cash. [---] trillion S&P calls traded yesterday (many finished ITM) top [--] session of all time (Goldman) https://t.co/UoIueN8Wde [---] trillion S&P calls traded yesterday (many finished ITM) top [--] session of all time (Goldman) https://t.co/UoIueN8Wde"  
[X Link](https://x.com/nickharrywebb/status/1937556439389614518)  2025-06-24T17:00Z [---] followers, [---] engagements


"Oil rig counts down 30% since February. Bring in the Saudis"  
[X Link](https://x.com/nickharrywebb/status/1938646778586259613)  2025-06-27T17:13Z [---] followers, [----] engagements


"So we're nationalizing steel assets via Nippon/USS's "Golden Share" and now this. Are we just becoming China MP Materials Shares Surge 50% As Pentagon To Become Largest Shareholder https://t.co/qltUY1sHL3 MP Materials Shares Surge 50% As Pentagon To Become Largest Shareholder https://t.co/qltUY1sHL3"  
[X Link](https://x.com/nickharrywebb/status/1943316400141144460)  2025-07-10T14:28Z [---] followers, [--] engagements


"COMEX vs. LME Copper arb now at [---] standard deviations from the [--] year mean. Somewhere some arb trader is being taking out in stretcher with a Banker Box on his chest"  
[X Link](https://x.com/nickharrywebb/status/1943348983037845787)  2025-07-10T16:37Z [---] followers, [---] engagements


"Momentum building in $CLF on the back of better than expected results and the CEO essentially putting the company up for sale"  
[X Link](https://x.com/nickharrywebb/status/1947327436720377977)  2025-07-21T16:06Z [---] followers, [--] engagements


"Citadel is going to take everyone's money more so than they already do :) BREAKING: The Financial Industry Regulatory Authority is looking to rework the pattern day trading rule that limits investors with less than $25000 in their margin account from borrowing to trade four or more times in a five-day period. In a proposal being prepared for BREAKING: The Financial Industry Regulatory Authority is looking to rework the pattern day trading rule that limits investors with less than $25000 in their margin account from borrowing to trade four or more times in a five-day period. In a proposal"  
[X Link](https://x.com/nickharrywebb/status/1947402734837371145)  2025-07-21T21:06Z [---] followers, [--] engagements


"@SpencerHakimian This assumes that Toyota manufactures all of its cars in Japan and exports them here which isnt currently the case"  
[X Link](https://x.com/nickharrywebb/status/1947885043294343631)  2025-07-23T05:02Z [---] followers, [---] engagements


"Excellent quarter for $NOG in a very tough pricing and political environment. Stock getting absolutely no love at under 8x forward earnings.patience it is a virtue :)"  
[X Link](https://x.com/nickharrywebb/status/1951038915697082409)  2025-07-31T21:55Z [---] followers, [---] engagements


"$VTLE missing on the top line in a tough pricing environment but handily beating estimates on the bottom line. Shares trade at. and this is not a typo.2.84x forward earnings. Feel like I'm taking crazy pills :)"  
[X Link](https://x.com/nickharrywebb/status/1953196629290320343)  2025-08-06T20:48Z [---] followers, [----] engagements


"Key: "We saw a high quality earnings beat from Vital after the close and believe shares of $VTLE will have a favorable reaction on Thursday." Thursday's reaction - down 10% :) Share trade at 2.2x EV/EBITDA vs. the group average of 3.9x. Patience"  
[X Link](https://x.com/nickharrywebb/status/1953608851569488242)  2025-08-08T00:07Z [---] followers, [----] engagements


"Quite the journey for small caps over the last [--] years. $RTY closed within $1 of its post-liberation day highs. It's got a history of failing at key resistance levels but we'll see soon if this time is different"  
[X Link](https://x.com/nickharrywebb/status/1955365302726000827)  2025-08-12T20:26Z [---] followers, [---] engagements


"Check out all of that demand destruction :) $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1958251995254403223)  2025-08-20T19:37Z [---] followers, [---] engagements


"@zerohedge Pre revenue 1.3B market cap. I think it's been "discovered" :)"  
[X Link](https://x.com/nickharrywebb/status/1960778094140383625)  2025-08-27T18:55Z [---] followers, [----] engagements


"Gov't: "No that'll crush our attempts to dominating AI" $NVDA: "Well if you don't let us our stock decline will single-handedly crash the US market" Your move funny man :) $NVDA - NVIDIA CEO SAYS CONVERSATION WITH WHITE HOUSE ON ALLOWING BLACKWELL CHIP SALES TO CHINA "WILL TAKE A WHILE" $NVDA - NVIDIA CEO SAYS CONVERSATION WITH WHITE HOUSE ON ALLOWING BLACKWELL CHIP SALES TO CHINA "WILL TAKE A WHILE""  
[X Link](https://x.com/nickharrywebb/status/1961147118069916000)  2025-08-28T19:21Z [---] followers, [---] engagements


"Steel prices in the US appear to be in the process of troughing and the chart for $CLF is showing some signs of momentum to the upside. $11.44 next area of resistance"  
[X Link](https://x.com/nickharrywebb/status/1965823070238810395)  2025-09-10T17:01Z [---] followers, [--] engagements


"Don't call it a comeback $CLF $BTU"  
[X Link](https://x.com/nickharrywebb/status/1967626689728651611)  2025-09-15T16:28Z [---] followers, [----] engagements


"$CLF breaking out just as one of their Canadian competitors (Algoma) announces they're pulling out of the US market due to tariffs. We'll take what we can get"  
[X Link](https://x.com/nickharrywebb/status/1971263888160325949)  2025-09-25T17:21Z [---] followers, [---] engagements


"Government getting active in metals and mining today $CLF $BTU"  
[X Link](https://x.com/nickharrywebb/status/1972704946186575915)  2025-09-29T16:48Z [---] followers, [---] engagements


"@jimcramer "I sold all of my oil and natural gas stocks. I want nothing to do with that group." $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1973385963041636635)  2025-10-01T13:54Z [---] followers, [--] engagements


"Even HFI bearish oil. Feel like there are about [--] names left on X still holding on. Ignore this at your own risk. US crude oil production according to our real-time data shows September production to be materially higher than July. EIA already reported July at an all-time high of [------] million b/d. https://t.co/Nk1Q10jZO5 Ignore this at your own risk. US crude oil production according to our real-time data shows September production to be materially higher than July. EIA already reported July at an all-time high of [------] million b/d. https://t.co/Nk1Q10jZO5"  
[X Link](https://x.com/nickharrywebb/status/1973604290116854192)  2025-10-02T04:21Z [---] followers, [---] engagements


"@GoForGrubes2 Sure feels that way. or this is just how Reddit herd trading works"  
[X Link](https://x.com/nickharrywebb/status/1974144897751134283)  2025-10-03T16:09Z [---] followers, [---] engagements


"Its potentially two fold. Thermal coal getting love as a hated but necessary fuel for exploding AI-driven energy needs. Secondarily there are rare earth metal byproducts that result from the coal mining process. With China seemingly restricting the exportation of rare earths US may be forced to support any and all alternatives out there"  
[X Link](https://x.com/nickharrywebb/status/1977924876473094626)  2025-10-14T02:30Z [---] followers, [---] engagements


"@gnoble79 But have no fear after [--] straight years of revenue declines their [----] revenues are expected to jump 164% to 21.5M which at 15x revenues (cause why not) they're a 320M company. That would value them at $1.02/share (vs. $49.25 currently). Good luck. $RGTI"  
[X Link](https://x.com/nickharrywebb/status/1978887888663159110)  2025-10-16T18:16Z [---] followers, [---] engagements


"@hmeisler Excellent work on Odd Lots I know you don't buy into the validity of analogs but as you said "charts often repeat." Here's a fun one of $ARKK vs. $CCMP (lagged [----] days). More pain ahead for tech over the next year Who knows. I refuse to do this by hand :)"  
[X Link](https://x.com/nickharrywebb/status/1562912938704244737)  2022-08-25T21:20Z [----] followers, [--] engagements


"200 day moving averages seem important at the moment. $SPX $CCMP"  
[X Link](https://x.com/nickharrywebb/status/1631439318089646084)  2023-03-02T23:40Z [----] followers, [---] engagements


"Crypto continues to trade as high beta Nasdaq $BTC $CCMP"  
[X Link](https://x.com/nickharrywebb/status/1745854257394311317)  2024-01-12T17:04Z [----] followers, [---] engagements


"Both on a closing and candle basis $BTU appears to be uncoiling to the upside as coal's resilience continues to surprise"  
[X Link](https://x.com/nickharrywebb/status/2001761422989234381)  2025-12-18T21:08Z [----] followers, [---] engagements


"@Sinbad_1998 @WallStreetSilv Went and got an ultrasound. It was painful and I could feel that my vein was hardened. No surprise though Northwestern doctor denied any connection to JnJ. The ultrasound tech told me under her breath that they were seeing a lot of weird stuff"  
[X Link](https://x.com/nickharrywebb/status/1610798728306360320)  2023-01-05T00:41Z [----] followers, [---] engagements


"Threads must really stink @finkd A story as old as time https://t.co/74dd6d8B0s A story as old as time https://t.co/74dd6d8B0s"  
[X Link](https://x.com/nickharrywebb/status/1892725581998887374)  2025-02-20T23:58Z [---] followers, [---] engagements


"Or X is just (Stephen) King @elonmusk"  
[X Link](https://x.com/nickharrywebb/status/1892729758225477825)  2025-02-21T00:15Z [---] followers, [--] engagements


"Not a whole lot of support for $BTC between current prices and where the Trump rally began ($15000 lower than current). Riskon2 trade not looking so hot right now"  
[X Link](https://x.com/nickharrywebb/status/1894421826970726781)  2025-02-25T16:18Z [----] followers, [--] engagements


"$NOG Solid beats across the board 7.3% dividend yield trading at 5.6x earnings. What's not to love"  
[X Link](https://x.com/nickharrywebb/status/1917331364350771246)  2025-04-29T21:33Z [----] followers, [---] engagements


"$CLF hitting at little resistance at $14.25. Momentum has been strong with this one and if it can break through pretty clear air up to a $16 handle"  
[X Link](https://x.com/nickharrywebb/status/1976378974403166615)  2025-10-09T20:07Z [---] followers, [---] engagements


"New [--] week highs for $CLF - not so much on stronger earnings but rather the narrative around: - Improving demand and market share into US auto - New contract signed with the Dept. of War - Signed MOU with a foreign steel player to be announced in the next [--] months - Possible rare earth play at their Michigan and Minnesota mines They pulled out all the stops on the [----] buzzwords and for now it's working"  
[X Link](https://x.com/nickharrywebb/status/1980311032108097544)  2025-10-20T16:31Z [---] followers, [----] engagements


"Its $10 million dollars per firm. Rigettis market cap is $10 billion. Do an equity raise. Why blow tax dollars on this bs *TRUMP ADMIN IN TALKS FOR STAKES IN QUANTUM-COMPUTING COS:WSJ *TRUMP ADMIN IN TALKS FOR STAKES IN QUANTUM-COMPUTING COS:WSJ"  
[X Link](https://x.com/nickharrywebb/status/1981173577467777168)  2025-10-23T01:39Z [---] followers, [---] engagements


"Key raising estimates on $CLF to $15 on MoU optionality. Doesn't hurt that we're beginning to see a small wave of price increases as well. NLMK hiking hot/cold rolled steel by $50/ton and coated steel by $100/ton. Giddy up"  
[X Link](https://x.com/nickharrywebb/status/1981831042052108421)  2025-10-24T21:11Z [---] followers, [---] engagements


"Time to move on to the other LLMs cause Grok certainly will @elonmusk JUST IN: ChatGPT will no longer provide health or legal advice JUST IN: ChatGPT will no longer provide health or legal advice"  
[X Link](https://x.com/nickharrywebb/status/1985356222938427549)  2025-11-03T14:39Z [---] followers, [---] engagements


"$RGTI Where in the cycle do you think we are :)"  
[X Link](https://x.com/nickharrywebb/status/1985802449983324604)  2025-11-04T20:12Z [----] followers, [----] engagements


"$RGTI - With a market cap of $11 billion they just reported quarterly sales (not earnings) of $1.9 million down 18% YoY. Peak lunacy is putting it kindly"  
[X Link](https://x.com/nickharrywebb/status/1987995843245601146)  2025-11-10T21:28Z [----] followers, [----] engagements


"Bloomberg Commodity Index breaking out of a 2-year basing period. Spicy"  
[X Link](https://x.com/nickharrywebb/status/1988280570791821460)  2025-11-11T16:20Z [----] followers, [---] engagements


"And the only real beneficiaries of this are Century Aluminum (2 US smelters) and Alcoa (2 US smelters). Everyone else pays the tariff-adjusted price on both the supply and demand side. Alcoa has even noted their distaste for the tariffs due to their Canadian ops. Just brilliant policy. https://twitter.com/i/web/status/1988657382390439948 https://twitter.com/i/web/status/1988657382390439948"  
[X Link](https://x.com/nickharrywebb/status/1988657382390439948)  2025-11-12T17:17Z [----] followers, [----] engagements


"Even Century and Alcoa (both with domestic smelters) still price using the tariff-adjusted figure. Which just means that the tariff created a new profit center for them. Neither have any stated intentions of restarting new or curtailed smelters though. But yeah those are the only two beneficiaries"  
[X Link](https://x.com/nickharrywebb/status/1988658920739549212)  2025-11-12T17:23Z [----] followers, [---] engagements


"$RGTI Capitulation has entered the room. Despair would take this thing below $10 very arguably where it belongs. $RGTI Where in the cycle do you think we are :) https://t.co/MTjWJ4WeuM $RGTI Where in the cycle do you think we are :) https://t.co/MTjWJ4WeuM"  
[X Link](https://x.com/nickharrywebb/status/1989024321692479612)  2025-11-13T17:35Z [----] followers, [---] engagements


"Some are comparing the timing of Michael Burry's Scion closure to that of Julian Robertson's Tiger Global in [----] but how about Michael Saylor's $MSTR vs. itself"  
[X Link](https://x.com/nickharrywebb/status/1989050423513415929)  2025-11-13T19:19Z [----] followers, [----] engagements


"@StealthQE4 He wants to but he cant because hes levered. Which is why he just sold 47k BTC"  
[X Link](https://x.com/nickharrywebb/status/1989327745596137553)  2025-11-14T13:41Z [----] followers, [--] engagements


"@AutismCapital Elons kicks thinking about a new Yeezy spinoff"  
[X Link](https://x.com/nickharrywebb/status/1991024808675717458)  2025-11-19T06:04Z [----] followers, [---] engagements


"Not lending too much credence to Burry though I certainly lend some but commodities (namely energy) did quite well in the 70s. #OOTT JUST IN 🚨: Michael Burry the man who has predicted [--] of the last [--] market crashes is once again warning of impending doom by citing Warren Buffett's [----] letter followed by a 30% stock market dump 📉👻🫂 https://t.co/8nHHWDFMhY JUST IN 🚨: Michael Burry the man who has predicted [--] of the last [--] market crashes is once again warning of impending doom by citing Warren Buffett's [----] letter followed by a 30% stock market dump 📉👻🫂 https://t.co/8nHHWDFMhY"  
[X Link](https://x.com/nickharrywebb/status/1991312451611009448)  2025-11-20T01:07Z [----] followers, [---] engagements


"Quite healthy development me thinks. The great broadening likely comes at the expense of $NVDA though. This is unusual: Nvidia $NVDA is now down -6% on the day on track for its biggest drop in [--] months. Meanwhile the S&P [---] is now UP +0.2% on the day. Such a divergence has not happened since Nvidia was worth less than $500 billion. AI competition is broadening. https://t.co/Gdygfd18sA This is unusual: Nvidia $NVDA is now down -6% on the day on track for its biggest drop in [--] months. Meanwhile the S&P [---] is now UP +0.2% on the day. Such a divergence has not happened since Nvidia was worth"  
[X Link](https://x.com/nickharrywebb/status/1993346009804759073)  2025-11-25T15:48Z [----] followers, [---] engagements


"If you ever needed confirmation that the USD is still the king global reserve currency. :)"  
[X Link](https://x.com/nickharrywebb/status/1995527329678860550)  2025-12-01T16:16Z [----] followers, [---] engagements


"Nat Gas Coal and Nuclear gonna be the next Blackwell chips. Data centers are getting really big really quickly https://t.co/38sW0Ebnfc https://t.co/olt1FS1TH4 Data centers are getting really big really quickly https://t.co/38sW0Ebnfc https://t.co/olt1FS1TH4"  
[X Link](https://x.com/nickharrywebb/status/1995916939508518951)  2025-12-02T18:04Z [----] followers, [---] engagements


"@litcapital $65 million What is this a hedge fund for ants He's also underperformed the S&P since [----]. gotta love it"  
[X Link](https://x.com/nickharrywebb/status/1995918370743480495)  2025-12-02T18:09Z [----] followers, 42.2K engagements


"Nice bull flag breakout as natural gas prices hit $5/mmbtu $BTU"  
[X Link](https://x.com/nickharrywebb/status/1996266311479882150)  2025-12-03T17:12Z [----] followers, [---] engagements


"Rotation into energy equities seems to be building momentum (finally) seeing a number of names beginning to breakout including $CRGY"  
[X Link](https://x.com/nickharrywebb/status/1996968615799648460)  2025-12-05T15:43Z [----] followers, [---] engagements


"@DoorDash @FIFAWorldCup Spain is a shoo-in"  
[X Link](https://x.com/nickharrywebb/status/1997079998948143378)  2025-12-05T23:05Z [----] followers, [--] engagements


"@PauloMacro With an inflection in balances agree. But thus far all weve got is words on paper from Indonesia. For all we know theyre just using this rally to get more short hedges on the books. Will be an interesting one for sure"  
[X Link](https://x.com/nickharrywebb/status/2009108432104652939)  2026-01-08T03:42Z [----] followers, [---] engagements


"Energy remains one of the biggest contrarian trades for [----] as positioning sits near record lows despite crude showing some signs of life. $CRGY looks interesting from both a technical and fundamental standpoint: - 4.9x [----] P/E - 2.9x [----] EV/EBITDA - 25% FCF yield - 5.6% dividend yield .and you're bearish :) https://twitter.com/i/web/status/2011506943794561086 https://twitter.com/i/web/status/2011506943794561086"  
[X Link](https://x.com/anyuser/status/2011506943794561086)  2026-01-14T18:33Z [----] followers, [---] engagements


"You don't have to be brilliant only a little bit wiser than the other guys on average for a long time. - Charlie Munger"  
[X Link](https://x.com/nickharrywebb/status/1593726135828975616)  2022-11-18T22:01Z [----] followers, [--] engagements


"Oh The nuclear activities that the US allegedly dismantled NETANYANU SAYS IRAN'S NUCLEAR ACTIVITIES WILL BE DISCUSSED WITH PRESIDENT TRUMP NETANYANU SAYS IRAN'S NUCLEAR ACTIVITIES WILL BE DISCUSSED WITH PRESIDENT TRUMP"  
[X Link](https://x.com/nickharrywebb/status/2003161066776461476)  2025-12-22T17:49Z [----] followers, [---] engagements


"Magic Christmas lines on a chart looking solid for $BTU"  
[X Link](https://x.com/anyuser/status/2003554061652742267)  2025-12-23T19:51Z [----] followers, [---] engagements


"Consequences for crime What a horrendous concept :) WH Press Sec. details the "all hands on deck" effort by the Trump Administration to crack down on fraud in Minnesota. "It won't just be Minnesota. It will be any state across this country where fraud has taken place." https://t.co/8c9RUnXdZz WH Press Sec. details the "all hands on deck" effort by the Trump Administration to crack down on fraud in Minnesota. "It won't just be Minnesota. It will be any state across this country where fraud has taken place." https://t.co/8c9RUnXdZz"  
[X Link](https://x.com/nickharrywebb/status/2008953269951832446)  2026-01-07T17:25Z [----] followers, [---] engagements


"Market realizing that coal is a critical mineral $BTU US Aide: President Trump Signed Executive Action On Critical Minerals US Aide: President Trump Signed Executive Action On Critical Minerals"  
[X Link](https://x.com/anyuser/status/2011531866642530574)  2026-01-14T20:12Z [----] followers, [---] engagements


"It seems the situation in Iran is not in fact deescalating. JUST IN - Iran's airspace is emptying Flightradar24 data shows https://t.co/0DDjtQjt5S JUST IN - Iran's airspace is emptying Flightradar24 data shows https://t.co/0DDjtQjt5S"  
[X Link](https://x.com/nickharrywebb/status/2011566097938726984)  2026-01-14T22:28Z [----] followers, [---] engagements


"I expect buybacks to ramp in the coming quarters @Benioff $CRM"  
[X Link](https://x.com/anyuser/status/2011918671791214871)  2026-01-15T21:49Z [----] followers, [---] engagements

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