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

Ridgewood Capital posts on X about $btu, $oott, $nog, inflation 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)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$btu](/topic/$btu) #25, [$oott](/topic/$oott), [$nog](/topic/$nog), [inflation](/topic/inflation), [money](/topic/money), [china](/topic/china), [$clf](/topic/$clf), [dividend](/topic/dividend) #1049, [$crgy](/topic/$crgy) #6, [$fang](/topic/$fang)

**Top accounts mentioned or mentioned by**
[@tradedollarnut](/creator/undefined) [@nicholaslogrady](/creator/undefined) [@joshyoung1](/creator/undefined) [@gamesblazer06](/creator/undefined) [@rampcapitalllc](/creator/undefined) [@shedrills](/creator/undefined) [@stealthqe4](/creator/undefined) [@zerohedge](/creator/undefined) [@mpelletiercio](/creator/undefined) [@paulomacro](/creator/undefined) [@elonmusk](/creator/undefined) [@benioff](/creator/undefined) [@jimfarley98](/creator/undefined) [@adamdangelo](/creator/undefined) [@wifeyalpha](/creator/undefined) [@feynman19](/creator/undefined) [@robinbrooksiif](/creator/undefined) [@urbankaoboy](/creator/undefined) [@thestalwart](/creator/undefined) [@piqsuite](/creator/undefined)

**Top assets mentioned**
[Peabody Energy Corporation (BTU)](/topic/$btu) [Northern Oil and Gas, Inc. (NOG)](/topic/$nog) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Crescent Energy Company (CRGY)](/topic/$crgy) [Diamondback Energy Inc (FANG)](/topic/$fang) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/bitcoin) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Salesforce Inc (CRM)](/topic/$crm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Oxygen (OXY)](/topic/$oxy) [Giddy (GIDDY)](/topic/giddy) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Strategy (MSTR)](/topic/$mstr) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Metadium (META)](/topic/$meta) [BlackRock Inc (BLK)](/topic/blackrock) [BlackCoin (BLK)](/topic/$blk) [Realio Network (RIO)](/topic/$rio)
### Top Social Posts
Top posts by engagements in the last [--] hours

"UK treasury bonds expiring in [----] are trading at [--] cents on the dollar"  
[X Link](https://x.com/nickharrywebb/status/1574813411254345735)  2022-09-27T17:29Z [----] followers, [--] engagements


"$OXY capitalizing on societal stupidity :) You can not make this stuff up.this is a brilliant move by $OXY I mean brilliant NFLs Texans to Buy Carbon Offsets From Oil Giant Occidental https://t.co/OpvaFjMg3s 👇 https://t.co/yHgd3Rl1sq You can not make this stuff up.this is a brilliant move by $OXY I mean brilliant NFLs Texans to Buy Carbon Offsets From Oil Giant Occidental https://t.co/OpvaFjMg3s 👇 https://t.co/yHgd3Rl1sq"  
[X Link](https://x.com/nickharrywebb/status/1611441996538777610)  2023-01-06T19:18Z [----] followers, [---] engagements


"Smart move @jimfarley98 👏 $F Ford Sold Almost All Of Its Stake In Rivian Last Year https://t.co/qHxt2S2EXq Ford Sold Almost All Of Its Stake In Rivian Last Year https://t.co/qHxt2S2EXq"  
[X Link](https://x.com/nickharrywebb/status/1622272536519098370)  2023-02-05T16:34Z [----] followers, [--] engagements


"Berkshire Hathaway going head first into energy. They now own 24% of $OXY $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1640745080112676864)  2023-03-28T15:58Z [----] followers, [---] engagements


"Druckenmiller was famously long and wrong tech stocks at the last peak as well. Not that I'd ever bet against Druck but he's mui long $NVDA as of the last 13F"  
[X Link](https://x.com/nickharrywebb/status/1659632266610393092)  2023-05-19T18:49Z [---] followers, [--] engagements


"Nothing to see here just a $680B market cap up 180% since November. That's 558% annualized. Gonna need a few more rate hikes to pop this Looney Tunes. $META"  
[X Link](https://x.com/nickharrywebb/status/1660723523164184595)  2023-05-22T19:05Z [---] followers, [--] engagements


"So you're saying 37x sales might be a wee bit rich $NVDA @adamdangelo True. Also many other NN accelerator chips are also under development. Nvidia will not have a monopoly on large-scale training & inference forever. @adamdangelo True. Also many other NN accelerator chips are also under development. Nvidia will not have a monopoly on large-scale training & inference forever"  
[X Link](https://x.com/nickharrywebb/status/1666483354588381186)  2023-06-07T16:32Z [----] followers, [---] engagements


"@WifeyAlpha I tried to get into the group a few months ago and then I saw the wine list request which just felt so scammy/scummy. I like his work but that one is a step or two too far for me to trust"  
[X Link](https://x.com/nickharrywebb/status/1679258858466803712)  2023-07-12T22:47Z [---] followers, [----] engagements


"Ridgewood tends to agree with the near-full employment inflationary recession narrative The US economy is in for rollercoaster inflation and could be headed for an ultra-rare 'full employment recession' BlackRock $BLK has said. The US economy is in for rollercoaster inflation and could be headed for an ultra-rare 'full employment recession' BlackRock $BLK has said"  
[X Link](https://x.com/nickharrywebb/status/1688939835413696512)  2023-08-08T15:46Z [----] followers, [---] engagements


"2 year and [--] year yields seem to be telling slightly different stories. Short end running into resistance on expectations of a Fed pause (and possible recessionary cuts) while the long end looks to be pricing in sustained inflation expectations. Giddy up"  
[X Link](https://x.com/nickharrywebb/status/1688967942518534144)  2023-08-08T17:38Z [---] followers, [--] engagements


"Really fascinating story with potentially big implications for $NVDA and likely the market as a whole"  
[X Link](https://x.com/nickharrywebb/status/1697671954486948018)  2023-09-01T18:05Z [---] followers, [---] engagements


"@Feynman_19 Recession is coming so Im going to YOLO tech stocks because what if Im wrong 😂"  
[X Link](https://x.com/nickharrywebb/status/1699767667597382101)  2023-09-07T12:52Z [---] followers, [--] engagements


"Nobody likes a bear. You dont get invited to speak at conferences dont get air time and if you do youre often a punching bag"  
[X Link](https://x.com/nickharrywebb/status/1701360980750463161)  2023-09-11T22:24Z [---] followers, [---] engagements


"Trying to land tickets to the Met Gala :)"  
[X Link](https://x.com/nickharrywebb/status/1702431404641206284)  2023-09-14T21:17Z [---] followers, [---] engagements


"If you shorted oil futures at $124 youd have done very well on the trade but oil equities were far from being in a world of trouble during the same time period. In fact quite the opposite. I realize they are two different things but the average Joe on Twitter isnt slinging CL futures"  
[X Link](https://x.com/nickharrywebb/status/1705200451342246379)  2023-09-22T12:40Z [---] followers, [--] engagements


"@RobinBrooksIIF Urals are trading $75/bbl and September Russian manufacturing PMI is at [----] (only bested by India). Currency may be weakening but hard to argue that the wheels are falling off over there"  
[X Link](https://x.com/nickharrywebb/status/1708885584528207923)  2023-10-02T16:44Z [----] followers, [----] engagements


"@UrbanKaoboy Question then: why be short US energy if you believe in US resiliency The recent dollar strength has very had little impact on crude"  
[X Link](https://x.com/nickharrywebb/status/1709213388495061386)  2023-10-03T14:26Z [---] followers, [--] engagements


"JPoww can't fix supply side inflation MBS can. But will he $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1709258942692364294)  2023-10-03T17:27Z [---] followers, [--] engagements


"Bloomberg Energy: "Oil Falls by Most in a Year as Economic Storm Clouds Imperil Demand." The Economic Storm:"  
[X Link](https://x.com/nickharrywebb/status/1709661454561841450)  2023-10-04T20:07Z [---] followers, [----] engagements


"I might be willing to part with $FANG at $250 :)"  
[X Link](https://x.com/nickharrywebb/status/1710315471076016557)  2023-10-06T15:25Z [---] followers, [---] engagements


"If home prices rose at an equivalent rate to household incomes since [----] they would be lower by $115k or 37% at $195k. Whats interesting is that much of the separation occurred post covid lockdowns when free money rained from the sky. Worth noting interest rates were almost identical to current in [----] (5.8%)"  
[X Link](https://x.com/nickharrywebb/status/1710356740649169021)  2023-10-06T18:09Z [---] followers, [---] engagements


"$NOG gets a little earnings upgrade from RBC on Monday then sells shares into the strength on Tuesday. Win some you lose some"  
[X Link](https://x.com/nickharrywebb/status/1711845943077716078)  2023-10-10T20:47Z [---] followers, [---] engagements


"@NicholasLOGrady Really appreciate the color. Shame on me as I missed the last earnings call but this should help clear up the narrative for anyone else who wasn't on the call. Thanks and keep up the good work"  
[X Link](https://x.com/nickharrywebb/status/1711858956207784107)  2023-10-10T21:39Z [---] followers, [--] engagements


"Nice consolidation as momentum appears to be building to the upside in $BTU Golden cross coming soon"  
[X Link](https://x.com/nickharrywebb/status/1714288361635209651)  2023-10-17T14:32Z [---] followers, [---] engagements


"New all time highs for $FANG while still trading sub 10x earnings. Possible acquisition target for the big boys looking to expand in the Permian"  
[X Link](https://x.com/nickharrywebb/status/1714293579429101722)  2023-10-17T14:53Z [---] followers, [---] engagements


"Friendly reminder that you should buy everything except energy because something something demand destruction :) $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1716908275952972198)  2023-10-24T20:03Z [---] followers, [---] engagements


"It's been one heck of a year for metals"  
[X Link](https://x.com/nickharrywebb/status/1721548889759625537)  2023-11-06T15:23Z [---] followers, [---] engagements


"Solid beats all around for $FANG"  
[X Link](https://x.com/nickharrywebb/status/1721642926613098596)  2023-11-06T21:37Z [----] followers, [---] engagements


"If the fall in oil prices is truly due to poor / recessionary demand this is entirely accurate"  
[X Link](https://x.com/nickharrywebb/status/1725291480208515152)  2023-11-16T23:15Z [---] followers, [---] engagements


"Crypto continues to be the greatest innovation in history for money laundering and tax evasion. No wonder politicians won't make it illegal :)"  
[X Link](https://x.com/nickharrywebb/status/1727339571946619249)  2023-11-22T14:53Z [---] followers, [---] engagements


"Perhaps rampant inflation is downgrading the upper-middle into feeling like middle-lower class But also many of these names are pretty mature/aging businesses which are quickly getting threatened by newer competitors"  
[X Link](https://x.com/nickharrywebb/status/1729906395292610619)  2023-11-29T16:53Z [---] followers, [---] engagements


"YTD Stats: Crude Oil: -5.8% Natural Gas: -37.1% $FANG: +12.9% $NOG: +21.4% All things considered could be a whole lot worse and that doesn't include dividends"  
[X Link](https://x.com/nickharrywebb/status/1730376571465126249)  2023-12-01T00:01Z [----] followers, [---] engagements


"But don't worry inflation is cooked :) Existing home sales just printed +4% YoY"  
[X Link](https://x.com/nickharrywebb/status/1737503835822686394)  2023-12-20T16:02Z [---] followers, [---] engagements


"No position but $RIO looking pretty snazzy here. Breaking out of a multi-year wedge 10x earnings and a 5% dividend yield. May take a shot soon"  
[X Link](https://x.com/nickharrywebb/status/1737510905053618310)  2023-12-20T16:30Z [---] followers, [---] engagements


"Small caps getting frisky this holiday season Russell [----] breaking out of a nearly 2-year horizontal channel. $RTY $IWN"  
[X Link](https://x.com/nickharrywebb/status/1739693457873236098)  2023-12-26T17:03Z [---] followers, [---] engagements


"Nice little breakout for $NOG $NOG https://t.co/jC0ECvowmX $NOG https://t.co/jC0ECvowmX"  
[X Link](https://x.com/nickharrywebb/status/1739719614471545291)  2023-12-26T18:47Z [---] followers, [---] engagements


"City I dislike: Atlanta & Houston City I begrudgingly respect: LA & NY City I think is overrated: Miami City I think is underrated: Salt Lake City City I like: Chicago City I love: Florence City I dream of living in: Jackson Hole City City I dislike: SF / Chicago / Atlanta City I begrudgingly respect: LA City I think is overrated: Austin City I think is underrated: Denver City I like: London City I love: Miami City I dream of living in: Copenhagen (for a bit) City I dislike: SF / Chicago / Atlanta City I begrudgingly respect: LA City I think is overrated: Austin City I think is underrated:"  
[X Link](https://x.com/nickharrywebb/status/1740756229927121197)  2023-12-29T15:26Z [---] followers, [---] engagements


"2024 pairs trade: long $AAPL short $BA A new-generation iPhone that had been sucked out of Alaska Airlines Flight 1282s jet cabin remained in functioning condition after a 16000-foot tumble https://t.co/qed0aHsc7k A new-generation iPhone that had been sucked out of Alaska Airlines Flight 1282s jet cabin remained in functioning condition after a 16000-foot tumble https://t.co/qed0aHsc7k"  
[X Link](https://x.com/nickharrywebb/status/1744356795601068541)  2024-01-08T13:54Z [----] followers, [---] engagements


"@TheStalwart Very common for riskier securities to not be allowed"  
[X Link](https://x.com/anyuser/status/1745523602676486475)  2024-01-11T19:10Z [--] followers, [----] engagements


"If you like the fundamental properties of bitcoin and intend to at any point use bitcoin as a means of transaction dont bother with the ETF/ETP just buy bitcoin. $BTC JUST IN: #Bitcoin price plunges and wipes out all [----] gains as spot ETF volume drops by -82% on day [--] of trading signalling low institutional demand for Bitcoin. Who would've thought. https://t.co/sAEua31eED JUST IN: #Bitcoin price plunges and wipes out all [----] gains as spot ETF volume drops by -82% on day [--] of trading signalling low institutional demand for Bitcoin. Who would've thought. https://t.co/sAEua31eED"  
[X Link](https://x.com/nickharrywebb/status/1745873211894423645)  2024-01-12T18:19Z [---] followers, [---] engagements


"Nice succinct summary of the situation in the Red Sea In summation . We bombed Yemen to hit Houthi targets inside the capital. Because Houthi forces are attacking western shipping in the Red Sea and putting lives at risk. The Houthis are extremely poor but get money and weapons from Iran. Iran has more money to give the Houthis https://t.co/g3N7LGGxSU In summation . We bombed Yemen to hit Houthi targets inside the capital. Because Houthi forces are attacking western shipping in the Red Sea and putting lives at risk. The Houthis are extremely poor but get money and weapons from Iran. Iran has"  
[X Link](https://x.com/nickharrywebb/status/1745920239995404383)  2024-01-12T21:26Z [---] followers, [---] engagements


"Just wait til unemployment goes to 4.5% and money rains from the heavens from an already elevated spending level. USD 📉 Commodities 📈 CPI 📈 Was it all "just supply" that caused inflation Fed governor Chris Waller is not having it. "If these are temporary supply shocks when they unwind the price level should go back to where it was. It's not. Go to Fred. Pull up CPI. Look at that thing." https://t.co/0hpUG9Kjhw Was it all "just supply" that caused inflation Fed governor Chris Waller is not having it. "If these are temporary supply shocks when they unwind the price level should go back to"  
[X Link](https://x.com/nickharrywebb/status/1747985836715430023)  2024-01-18T14:14Z [---] followers, [---] engagements


"If Im gonna get long any crypto ETF itll definitely be $BRRR $BTCUSD https://t.co/1njT989EDr $BTCUSD https://t.co/1njT989EDr"  
[X Link](https://x.com/nickharrywebb/status/1748194458229731506)  2024-01-19T04:03Z [---] followers, [---] engagements


"@PiQSuite If I had a dime for every time I confused Levis for Brunello Cucinelli 😂"  
[X Link](https://x.com/nickharrywebb/status/1750184742085968260)  2024-01-24T15:52Z [---] followers, [--] engagements


"Jamie Dimon in the rough $JPM Big Bank Net Interest Income [----] vs. [----]. JP Morgan Chase $JPM: +34% Wells Fargo $WFC: +17% Citigroup $C: +13% Bank of America $BAC: +9% Morgan Stanley $MS: -12% Goldman Sachs $GS: -17% Big Bank Net Interest Income [----] vs. [----]. JP Morgan Chase $JPM: +34% Wells Fargo $WFC: +17% Citigroup $C: +13% Bank of America $BAC: +9% Morgan Stanley $MS: -12% Goldman Sachs $GS: -17%"  
[X Link](https://x.com/nickharrywebb/status/1750307244531437670)  2024-01-24T23:59Z [----] followers, [---] engagements


"The Middle East is tipping into full-blown war and we're prioritizing the methods by which we cook our food :) BIDEN ADMIN MAY SET GAS STOVE RULES AS SOON AS TUESDAY: WAPO Idiocy BIDEN ADMIN MAY SET GAS STOVE RULES AS SOON AS TUESDAY: WAPO Idiocy"  
[X Link](https://x.com/nickharrywebb/status/1751986875726762019)  2024-01-29T15:13Z [---] followers, [---] engagements


"With about 20% of earnings out for Q4 we've got 2.0% nominal revenue growth but 5.5% in earnings declines. Buckle up for the incoming wave of cost rationalization (layoffs)"  
[X Link](https://x.com/nickharrywebb/status/1752442232538329155)  2024-01-30T21:22Z [---] followers, [---] engagements


"JPM remains constructive on oil prices into summer $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1753451436485095528)  2024-02-02T16:12Z [---] followers, [---] engagements


"Atlanta Fed PCE Now index suggests that the Fed is barely restrictive at 5.5%. Thoughts and prayers to anyone who forecasted [---] bps of cuts this year"  
[X Link](https://x.com/nickharrywebb/status/1753457380916961544)  2024-02-02T16:36Z [---] followers, [--] engagements


"The quintessential bubble cycle was $TSLA in 20/21 and it's $NVDA now. Noted bears Mike Wilson and Marko Kolanovic are getting taken out to the woodshed right when retail investors need them most. Sell side analysts do not have your back as shown below: i used to read accounts about the 90s bubble and wonder why some of the best to ever do it chose close up shop during that time. now after 20/21 & last year/this year i maybe understand it a little better. its easy to become disillusioned w public markets during times like these i used to read accounts about the 90s bubble and wonder why some"  
[X Link](https://x.com/nickharrywebb/status/1754955993610334377)  2024-02-06T19:51Z [----] followers, [---] engagements


"Permian assets getting tougher to come by $FANG "It's such a big win for Diamondback." @CrudeGusher weighs in on $FANG's takeover of Endeavor Energy Resources and what names in the oil space could be taken out next: https://t.co/nJzSyfLVdL "It's such a big win for Diamondback." @CrudeGusher weighs in on $FANG's takeover of Endeavor Energy Resources and what names in the oil space could be taken out next: https://t.co/nJzSyfLVdL"  
[X Link](https://x.com/nickharrywebb/status/1757188071055892949)  2024-02-12T23:40Z [---] followers, [---] engagements


"$FANG closing within pennies of its all time high and what a journey its been on this last decade"  
[X Link](https://x.com/nickharrywebb/status/1757876222367826314)  2024-02-14T21:15Z [---] followers, [---] engagements


"Pretty emphatic breakout to ATHs for $FANG - still trading below 10x [----] earnings too. $FANG closing within pennies of its all time high and what a journey its been on this last decade. https://t.co/VoOprTkZ3V $FANG closing within pennies of its all time high and what a journey its been on this last decade. https://t.co/VoOprTkZ3V"  
[X Link](https://x.com/nickharrywebb/status/1758231590503653803)  2024-02-15T20:47Z [---] followers, [---] engagements


"If you own certain financial assets: stocks gold crypto etc - you may be feeling pretty rich right now far outpacing the high rates of inflation For those who cant/dont these assets - may be a whole lot more pain We are lectured and lectured and lectured again on X - "financial conditions (FCIs) are the easiest in years" - Please don't try and sell that to Mr. and Mrs. Middle-Class America. *FCIs are the harshest in decades in an election year hmmm Chart from @Lavorgnanomics https://t.co/cFSi85XqqK We are lectured and lectured and lectured again on X - "financial conditions (FCIs) are the"  
[X Link](https://x.com/nickharrywebb/status/1765376753348804730)  2024-03-06T13:59Z [---] followers, [---] engagements


"Oil technicals looking solid into the mid-$80s and seemingly very strong support now at $70 (ignoring the covid craziness). Many energy names should be cash flowing quite well here. $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1768321291482714350)  2024-03-14T17:00Z [---] followers, [---] engagements


"Crack spreads suggesting more upside for oil prices $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1769696579798061553)  2024-03-18T12:05Z [---] followers, [---] engagements


"They've got a long way to go to refill this bad boy $OOTT U.S. oil stocks in the Strategic Petroleum Reserve (SPR) at year-end will be at or exceeding the level that would have existed prior to massive sales two years ago U.S. Energy Secretary Jennifer Granholm said on Monday. U.S. oil stocks in the Strategic Petroleum Reserve (SPR) at year-end will be at or exceeding the level that would have existed prior to massive sales two years ago U.S. Energy Secretary Jennifer Granholm said on Monday"  
[X Link](https://x.com/nickharrywebb/status/1769806318380982728)  2024-03-18T19:21Z [---] followers, [---] engagements


"@gamesblazer06 Because money is still raining from the heavens and normal business cycle indicators aren't working. Own anything but cash I guess"  
[X Link](https://x.com/nickharrywebb/status/1770816995077886194)  2024-03-21T14:17Z [---] followers, [--] engagements


"@gamesblazer06 The relationship between deficit spending and the unemployment rate has completely broken down since [----] @TruthGundlach"  
[X Link](https://x.com/nickharrywebb/status/1770826870881149037)  2024-03-21T14:56Z [---] followers, [--] engagements


"Benchmarked using 1/1/2022 = [---] Tesla: -59% $TSLA Rivian: -90% $RIVN Lucid: -93% $LCID Canoo: -98% $GOEV Fisker: -99% $FSRN"  
[X Link](https://x.com/nickharrywebb/status/1775182304064770283)  2024-04-02T15:23Z [----] followers, [----] engagements


"But what does Citadel know about anything :) *OIL MARKET SET TO GET EXTREMELY TIGHT: CITADEL'S BARRACK *OIL MARKET SET TO GET EXTREMELY TIGHT: CITADEL'S BARRACK"  
[X Link](https://x.com/nickharrywebb/status/1777329357956247968)  2024-04-08T13:35Z [---] followers, [---] engagements


"Macquarie calling for oil price support in Q2 followed by a correction in 2H'24/25 as OPEC+ returns to market and inflation finally bites demand. $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1778429871535825194)  2024-04-11T14:28Z [---] followers, [---] engagements


"Larry Fink seems to understand why gold has separated from real rates because true inflation has separated from CPI Breaking: Blackrockss Larry Fink: If inflation was measured like it was in the 1980s with a heavier emphasis on food inflation housing and interest rates inflation would be 12%. Breaking: Blackrockss Larry Fink: If inflation was measured like it was in the 1980s with a heavier emphasis on food inflation housing and interest rates inflation would be 12%"  
[X Link](https://x.com/nickharrywebb/status/1778841694437253467)  2024-04-12T17:44Z [---] followers, [---] engagements


"Such poor policy: create short term inflation and potential bottlenecks for Western supply chains while strengthening Russian trade relationships with the worlds two most populous nations all while barely impacting Russian revenues. Big news for metals US Imposes Sanctions on Use of Russian Metals on Exchanges https://t.co/PQmUbXJJj1 Big news for metals US Imposes Sanctions on Use of Russian Metals on Exchanges https://t.co/PQmUbXJJj1"  
[X Link](https://x.com/nickharrywebb/status/1778943555018354787)  2024-04-13T00:29Z [---] followers, [---] engagements


"JPM: Global flight demand to all-time highs. Not bearish for energy or for the overall economy $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1780743009144901773)  2024-04-17T23:39Z [---] followers, [---] engagements


"@RJRCapital I think for now weve got a case of consumers who would rather buy a fashion or skincare product endorsed by their favorite influencer on TikTok/IG/etc than buy traditional retail and food items. The social addiction is real which means advertising dollars well spent"  
[X Link](https://x.com/nickharrywebb/status/1785501233911939327)  2024-05-01T02:47Z [---] followers, [----] engagements


"@RampCapitalLLC Theyre going bankrupt Ramp. Have a little class 🦞"  
[X Link](https://x.com/nickharrywebb/status/1785828951094370729)  2024-05-02T00:29Z [---] followers, [---] engagements


"@charliebilello And both manufacturing and services are showing prices paid above [--]. very dangerous predicament for Jay if this trend continues"  
[X Link](https://x.com/nickharrywebb/status/1786428957904064710)  2024-05-03T16:13Z [---] followers, [---] engagements


"$VTLE beats on top line and EBITDA misses on earnings. Earnings call tomorrow at 8:30 am EST should be an interesting one"  
[X Link](https://x.com/nickharrywebb/status/1788309484839870564)  2024-05-08T20:46Z [---] followers, [---] engagements


"@Convertbond Man's gotta eat and chipotle is just about the best calorie-to-cost ratio outside of the home. Lululemon is pretty far out on the "like to have but don't need to have" spectrum"  
[X Link](https://x.com/nickharrywebb/status/1793650663534035204)  2024-05-23T14:30Z [---] followers, [---] engagements


"@edzitron Is AI smarter than a 5th grader At times its hard to tell. In several prompts @perplexity_ai told me that TSMC doesnt in fact manufacture Nvidias GPUs. I had to call it out for it to correct itself. Like your example this isnt exactly tough to find information"  
[X Link](https://x.com/nickharrywebb/status/1793791059673137545)  2024-05-23T23:48Z [---] followers, [--] engagements


"You finally did it @RampCapitalLLC you got em' to close to markets SPX and DJI haven't moved in an hour"  
[X Link](https://x.com/nickharrywebb/status/1796205301449871633)  2024-05-30T15:41Z [---] followers, [---] engagements


"Goldman: Plenty of room for a recovery in financial demand. Their estimates put oil managed money positioning at percentile [--] even worse than the covid lows. makes sense :) $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1800548108105085129)  2024-06-11T15:18Z [---] followers, [---] engagements


"Daedalus and Icarus couldnt have created a better juxtaposition of tweets as these two @loneelmcapital @TheInsiderPaper @GameStop @TheRoaringKitty Everyone is flying awfully close to a roaring solar flare"  
[X Link](https://x.com/nickharrywebb/status/1800727185294315812)  2024-06-12T03:09Z [---] followers, [---] engagements


"At this point it's safe to say the picture for jobs is weakening. Unemployment rate 👎 ADP Employment 👎 Jobless Claims 👎 Nonfarm Payrolls 👍 (But Powell already warned us that this figure might be a wee bit "overstated") Initial jobless claims for the week of June 8thincreased 13k to 242k. The 4-week moving average rose to 227k the highest since Sep [----]. Continuing claims increased 30k to 1820k. The rise in initial claims was driven by large increases in CA PA and MN. https://t.co/SLnW87g50H Initial jobless claims for the week of June 8thincreased 13k to 242k. The 4-week moving average"  
[X Link](https://x.com/nickharrywebb/status/1801270752366194855)  2024-06-13T15:09Z [---] followers, [---] engagements


"@SheDrills I've got a couple names that they can have: $VTLE and $FANG :) But it's gonna cost em"  
[X Link](https://x.com/nickharrywebb/status/1801320697966260658)  2024-06-13T18:28Z [----] followers, [---] engagements


"@UnrelaxedGuy @SheDrills I know it's all relative but we're calling $FANG "expensive" at 10x earnings 10x FCF and 4.3x EBITDA. In this market :)"  
[X Link](https://x.com/nickharrywebb/status/1801327774583689472)  2024-06-13T18:56Z [----] followers, [--] engagements


"History would suggest that once we get to this stage of unemployment momentum it is a near certainty to get a bit worse aka recessionary. Jan Hatzius Goldman the labor market stands at a potential inflection point where a further softening in labor demand would hit actual jobs not just open positions and could therefore push up the unemployment rate more significantly. Jan Hatzius Goldman the labor market stands at a potential inflection point where a further softening in labor demand would hit actual jobs not just open positions and could therefore push up the unemployment rate more"  
[X Link](https://x.com/nickharrywebb/status/1803098224581878120)  2024-06-18T16:11Z [----] followers, [---] engagements


"The death of energy demand continues to be greatly exaggerated. Its quite the opposite actually. $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1803854612580938132)  2024-06-20T18:17Z [---] followers, [---] engagements


"@chigrl Blockchain vs. ESG vs. Artificial Intelligence in Google Trend. Pretty interesting flocking of sheep"  
[X Link](https://x.com/nickharrywebb/status/1803858515900919841)  2024-06-20T18:32Z [----] followers, [----] engagements


"The recent daily divergences between energy commodities and energy equities is very curious/frustrating. Staying the course adding to positions strategically. $NOG $VTLE $FANG"  
[X Link](https://x.com/nickharrywebb/status/1804170446251696605)  2024-06-21T15:12Z [----] followers, [---] engagements


"@StealthQE4 But she thinks shell have greater flexibility in a trading account where shell have to pay both short and long-term capital gains taxes at every round trip"  
[X Link](https://x.com/nickharrywebb/status/1805269193438241051)  2024-06-24T15:58Z [----] followers, [--] engagements


"$NOG taking a 20% interest in XCL for less than 3x NTM cash flow. Well played @NicholasLOGrady"  
[X Link](https://x.com/nickharrywebb/status/1806333285393449294)  2024-06-27T14:26Z [----] followers, [---] engagements


"Doing some portfolio pruning today. Sold the last of my $FANG and a small portion of $NOG and swapped into a bit more $VTLE Relative valuations in the energy space are all over the map so just trying to play the spreads a bit"  
[X Link](https://x.com/nickharrywebb/status/1813269359143325777)  2024-07-16T17:47Z [----] followers, [---] engagements


"Solid beats across the board for $NOG - The market continues to be far too negative on this undervalued space/name"  
[X Link](https://x.com/nickharrywebb/status/1818379840778596824)  2024-07-30T20:15Z [---] followers, [---] engagements


"$NOG exercising it's option to acquire additional Uinta Basin assets. Good stuff"  
[X Link](https://x.com/nickharrywebb/status/1821184346612715685)  2024-08-07T13:59Z [---] followers, [---] engagements


"Global coal demand up 15% since the Paris Climate Agreement :) VIDEO COLUMN: The world has never used as much coal as its burning this year. In the age of the climate crisis King Coal still reigns. Above all in China which accounts for 50% of global demand. #CoalTwitter #ClimateCrisis @opinion h/t @Michaelj628 https://t.co/Ur6CaIJoNV VIDEO COLUMN: The world has never used as much coal as its burning this year. In the age of the climate crisis King Coal still reigns. Above all in China which accounts for 50% of global demand. #CoalTwitter #ClimateCrisis @opinion h/t @Michaelj628"  
[X Link](https://x.com/nickharrywebb/status/1823732819551773089)  2024-08-14T14:46Z [----] followers, [---] engagements


"@Josh_Young_1 If people aren't looking at $VTLE as an acquisition target at these levels I'd be shocked"  
[X Link](https://x.com/nickharrywebb/status/1823819196867993681)  2024-08-14T20:29Z [----] followers, [---] engagements


"@Josh_Young_1 @TourmalineOil Call me nuts but I'd take Permian assets over Saskatchewan/Alberta any day"  
[X Link](https://x.com/nickharrywebb/status/1823820827596653029)  2024-08-14T20:35Z [---] followers, [---] engagements


"Our next guest will be Claudia Sahm who has become a household name for her recession indicator named after herself to tell us why her rule doesn't apply :) Meanwhile a 0.9% move higher in the unemployment rate has a 100% hit rate with recessions going back to 1950.but this time is different. 6% deficit spending sure helps but is it enough Tomorrow on Lots More https://t.co/xTn7SCAbnd Tomorrow on Lots More https://t.co/xTn7SCAbnd"  
[X Link](https://x.com/nickharrywebb/status/1824184116818088233)  2024-08-15T20:39Z [----] followers, [---] engagements


"@GasBuddyGuy I'm not following this math. The reserve is down 300m barrels since [----] and I get that some of the repurchases *may be* forward starting but the drawdown was much bigger than 180m according to DOE inventory data"  
[X Link](https://x.com/nickharrywebb/status/1824187337615740949)  2024-08-15T20:52Z [----] followers, [---] engagements


"Oil pricing and positioning continues to be a poor representation of the global demand story. $OOTT"  
[X Link](https://x.com/nickharrywebb/status/1826366710058025081)  2024-08-21T21:12Z [---] followers, [---] engagements


"@zerohedge Thats because he gets enraged each time he goes out to JH and sees the homes his private equity buddies have there"  
[X Link](https://x.com/nickharrywebb/status/1826955620290855140)  2024-08-23T12:12Z [----] followers, [---] engagements


"Crypto: Decentralized untraceable and unimpeded by government intervention BREAKING: Cryptocurrency exchange Binance has seized all Palestinian assets at Israel's request https://t.co/0Hic6gzOxe BREAKING: Cryptocurrency exchange Binance has seized all Palestinian assets at Israel's request https://t.co/0Hic6gzOxe"  
[X Link](https://x.com/nickharrywebb/status/1828580489629720982)  2024-08-27T23:48Z [----] followers, [---] engagements


"@trend_bullish @Josh_Young_1 Completely agree their manufacturing and infrastructure growth is up 9% and 5% respectively. Steel and real estate are dumpster fires but those are both issues of overcapacity"  
[X Link](https://x.com/nickharrywebb/status/1834647330269642919)  2024-09-13T17:36Z [----] followers, [---] engagements


"I can't wait for the Fed to cut so that mortgage rates decline. .30 year mortgage rates :("  
[X Link](https://x.com/nickharrywebb/status/1836485704932823278)  2024-09-18T19:21Z [----] followers, [----] engagements


"Fed cuts [--] bps and the entire curve for borrowing goes up. womp womp"  
[X Link](https://x.com/nickharrywebb/status/1836505921444626631)  2024-09-18T20:41Z [----] followers, [---] engagements


"@rossiadam At its core the advantage isnt exactly the ability to run long distances but rather the ability to sweat and prevent overheating without stopping/panting"  
[X Link](https://x.com/nickharrywebb/status/1839287982450237503)  2024-09-26T12:56Z [----] followers, [--] engagements


"@tradedollarnut On a closing price basis (left chart) looks like it's already breaking through long-term resistance $BTU"  
[X Link](https://x.com/nickharrywebb/status/1839707596590027166)  2024-09-27T16:44Z [---] followers, [---] engagements


"$ZIM chart looking mighty spicy on the eve of a looming longshoreman strike"  
[X Link](https://x.com/nickharrywebb/status/1840787788389638555)  2024-09-30T16:16Z [----] followers, [----] engagements


"@MPelletierCIO @BurggrabenH Effective fake story for those looking to talk the book though"  
[X Link](https://x.com/nickharrywebb/status/1841587249344872878)  2024-10-02T21:13Z [----] followers, [--] engagements


"@RadnorCapital @EnergyCredit1 Love the optimism - with nuclear being a 5-10 year lead time these projects gotta go on hyperdrive asap. Otherwise were gonna have to change our tune on coal if we wanna stay at the forefront"  
[X Link](https://x.com/nickharrywebb/status/1843416929312157953)  2024-10-07T22:23Z [----] followers, [---] engagements


"With a little Friday follow through $BTU charts get mighty interesting @tradedollarnut A man can dream :)"  
[X Link](https://x.com/nickharrywebb/status/1844472504544526549)  2024-10-10T20:18Z [----] followers, [----] engagements


"@Energy_Tidbits @HistHydroFut @BloombergNEF Nuclear also has a large swath of political pushback from people who dont view nuclear as green - absolute best case is that the SMRs begin to ramp up at the end of the decade"  
[X Link](https://x.com/nickharrywebb/status/1844820402612171260)  2024-10-11T19:20Z [----] followers, [--] engagements


"Honey wake up $BTU is playing peekaboo with its [--] year resistance line. Naughty @KyleRetz16 With a little Friday follow through $BTU charts get mighty interesting @tradedollarnut A man can dream :) https://t.co/Hda7XjhYt3 With a little Friday follow through $BTU charts get mighty interesting @tradedollarnut A man can dream :) https://t.co/Hda7XjhYt3"  
[X Link](https://x.com/nickharrywebb/status/1844830862891979163)  2024-10-11T20:02Z [---] followers, [---] engagements


"@CuiBonoCapital Boo this man #GoBucks"  
[X Link](https://x.com/nickharrywebb/status/1845207400875426309)  2024-10-12T20:58Z [----] followers, [--] engagements


"@unusual_whales Seems about as logical as taxing unrealized gains"  
[X Link](https://x.com/nickharrywebb/status/1845857463926444149)  2024-10-14T16:01Z [----] followers, [---] engagements


"Paul Tudor Jones: All roads lead to inflation. I think commodities are so ridiculously under owned. Id probably have some basket of gold bitcoin commodities and Nasdaq. And Id own zero fixed income. Spicy but mostly agree"  
[X Link](https://x.com/nickharrywebb/status/1848714615061954890)  2024-10-22T13:14Z [----] followers, [---] engagements


"@tradedollarnut Guess its good youve stuck with cancer investing then"  
[X Link](https://x.com/nickharrywebb/status/1848851062590988736)  2024-10-22T22:16Z [---] followers, [--] engagements


"GS: Energy positioning and valuations both below the 10th percentiles which is often proceeded by higher prices [--] months later"  
[X Link](https://x.com/nickharrywebb/status/1850998052472938711)  2024-10-28T20:28Z [---] followers, 14.2K engagements


"Well executed quarter from our coal friends at $BTU Stock is solidly higher on an overall weak market day - never a bad sign"  
[X Link](https://x.com/nickharrywebb/status/1852001510957211974)  2024-10-31T14:55Z [---] followers, [---] engagements


"$VTLE being left for dead by analysts and investors alike. It currently has a [----] P/E of 3.5x 2.2x EV/EBITDA and EBITDA/Int Exp is over 7x (i.e. very little bankruptcy risk). What am I missing here"  
[X Link](https://x.com/nickharrywebb/status/1852435869120270826)  2024-11-01T19:41Z [----] followers, [---] engagements


"Would love to see some heavy volume push $BTU through an area of tough resistance this year. Make coal great again"  
[X Link](https://x.com/nickharrywebb/status/1853839122235797606)  2024-11-05T16:37Z [---] followers, [----] engagements


"Prettay prettay.prettay good results for $NOG this quarter @NicholasLOGrady"  
[X Link](https://x.com/nickharrywebb/status/1853912945165545908)  2024-11-05T21:31Z [---] followers, [---] engagements


"Giddy up $BTU Would love to see some heavy volume push $BTU through an area of tough resistance this year. Make coal great again. https://t.co/QInnul0Ykg Would love to see some heavy volume push $BTU through an area of tough resistance this year. Make coal great again. https://t.co/QInnul0Ykg"  
[X Link](https://x.com/nickharrywebb/status/1854186364859769114)  2024-11-06T15:37Z [---] followers, [----] engagements


"$BTU jumping from one area of resistance to the next. [-----] is the next hurdle then [-----] then. Giddy up $BTU https://t.co/PklNYgiUVS Giddy up $BTU https://t.co/PklNYgiUVS"  
[X Link](https://x.com/nickharrywebb/status/1854197166832541851)  2024-11-06T16:20Z [---] followers, [---] engagements


"@MPelletierCIO Same people are "investing" in both too. Beta to the moon"  
[X Link](https://x.com/nickharrywebb/status/1858601018474274963)  2024-11-18T19:59Z [----] 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


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


"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


"@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


"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

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