# ![@DMLindoso Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1675720113725530113.png) @DMLindoso Daniel M Lindoso

Daniel M Lindoso posts on X about china, brazil, $vale, ore the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1675720113725530113/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675720113725530113/c:line/m:interactions.svg)

- [--] Week [------] +841%
- [--] Month [-------] +75%
- [--] Months [-------] +109%
- [--] Year [-------] +1,435%

### Mentions: [--] [#](/creator/twitter::1675720113725530113/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675720113725530113/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] +13%
- [--] Months [---] +69%
- [--] Year [---] +254%

### Followers: [-----] [#](/creator/twitter::1675720113725530113/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675720113725530113/c:line/m:followers.svg)

- [--] Week [-----] +0.82%
- [--] Month [-----] +18%
- [--] Months [-----] +93%
- [--] Year [-----] +418%

### CreatorRank: [-------] [#](/creator/twitter::1675720113725530113/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675720113725530113/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  #4301 [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [us election](/list/us-election) 

**Social topic influence**
[china](/topic/china), [brazil](/topic/brazil), [$vale](/topic/$vale) #7, [ore](/topic/ore), [bem](/topic/bem), [$min](/topic/$min), [$ewz](/topic/$ewz), [$minax](/topic/$minax), [iron](/topic/iron), [cair](/topic/cair)

**Top accounts mentioned or mentioned by**
[@yellowlablife](/creator/undefined) [@jseinvest](/creator/undefined) [@liquidityfantom](/creator/undefined) [@travmoneyofmine](/creator/undefined) [@david38812310](/creator/undefined) [@bubarrelbull](/creator/undefined) [@cckeleti](/creator/undefined) [@giordanotosi](/creator/undefined) [@argontrading](/creator/undefined) [@joaoascolid](/creator/undefined) [@jjjjames16](/creator/undefined) [@samuelsworld](/creator/undefined) [@longonlylarry](/creator/undefined) [@crudeoil231](/creator/undefined) [@bennikim](/creator/undefined) [@renatolromero17](/creator/undefined) [@jlbraga](/creator/undefined) [@mfwarder](/creator/undefined) [@respeculator](/creator/undefined) [@d1rkg3ntly](/creator/undefined)

**Top assets mentioned**
[VALE S.A. (VALE)](/topic/$vale) [Minswap (MIN)](/topic/$min) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Companhia Siderurgica Nacional S.A. (CSN) (SID)](/topic/$sid) [NuCypher (NU)](/topic/$nu) [BHP Group Limited (BHP)](/topic/$bhp) [Realio Network (RIO)](/topic/$rio) [PolkaBridge (PBR)](/topic/$pbr) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@KnicksNationBR Tem chance de ganhar ou vamos pipocar novamente"  
[X Link](https://x.com/DMLindoso/status/1734192734062190645)  2023-12-11T12:45Z [--] followers, [--] engagements


"@KnicksNationBR Bem que voc disse hahah Eu nunca ri tanto na vida com os torcedores modinha do Brooklyn Nets trocando de time kkkk 🤏🤏 Nets"  
[X Link](https://x.com/DMLindoso/status/1772604981071200766)  2024-03-26T12:42Z [--] followers, [--] engagements


"@TrumanCooper Are we talking Dallas Cowboys or Yankees"  
[X Link](https://x.com/tuvidux/status/1793140758163194289)  2024-05-22T04:44Z [---] followers, [--] engagements


"Excelente exatamente isso mesmo. Quem est emitindo divida hoje (em grande maioria) para diminuir a dvida no curto-prazo e aumentar a durao da dvida"  
[X Link](https://x.com/tuvidux/status/1794020052418629727)  2024-05-24T14:58Z [---] followers, [--] engagements


"@PedroSoyer_ Isso dificilmente conseguimos prever e/ou quando vai acontecer mas existe tem que ficar de olho numa subida de juros do FED por uma alta de inflao Em 2024/2025 a empresa precisa fazer o investimento de capex para aumentar produo (sem atrasos)"  
[X Link](https://x.com/tuvidux/status/1794046818369622401)  2024-05-24T16:44Z [---] followers, [--] engagements


"@joaoascolid O problema que os Houthi vivem na idade da pedra e por isso no tem como voc causar prejuzo neles soltando mais bomba. No mximo destruir as armas que eles tem"  
[X Link](https://x.com/tuvidux/status/1795569026271506892)  2024-05-28T21:33Z [---] followers, [--] engagements


"@juliosborba Est barato nesse preo"  
[X Link](https://x.com/tuvidux/status/1798347310625357878)  2024-06-05T13:33Z [---] followers, [--] engagements


"@joaoascolid @_robertomotta Se cair para [--] por favor participe de outro podcast"  
[X Link](https://x.com/tuvidux/status/1798528224173154687)  2024-06-06T01:31Z [---] followers, [--] engagements


"@argon_trading Tem como ver a quantidade/percentagem que os estrangeiros vs. local vendam/compram ao longo de um perodo uma ao especfica"  
[X Link](https://x.com/tuvidux/status/1798695845027807285)  2024-06-06T12:38Z [---] followers, [--] engagements


"@argon_trading E de tipo um ETF"  
[X Link](https://x.com/tuvidux/status/1798739063501160705)  2024-06-06T15:29Z [---] followers, [--] engagements


"@joaoascolid Vo falar da Call Option do Roaring Kitty na $GME"  
[X Link](https://x.com/tuvidux/status/1798845385974448321)  2024-06-06T22:32Z [---] followers, [----] engagements


"@argon_trading Os backstests que voc faz para determinar se seus parmetros/limites esto de acordo com o cenrio atual"  
[X Link](https://x.com/tuvidux/status/1799549114671063123)  2024-06-08T21:08Z [---] followers, [--] engagements


"@InsidersDaBolsa @argon_trading Tem algo rolando com essa ao"  
[X Link](https://x.com/tuvidux/status/1800616166379135454)  2024-06-11T19:48Z [---] followers, [--] engagements


"@JJJJames16 @Samuelsworld Oi"  
[X Link](https://x.com/tuvidux/status/1802092257073680486)  2024-06-15T21:34Z [---] followers, [--] engagements


"Cold Weather coming to BRL. Lets Start Working"  
[X Link](https://x.com/tuvidux/status/1803274275354284236)  2024-06-19T03:51Z [---] followers, [--] engagements


"@AlfredoMenezes6 Tudo na Europa da Extrema Direita Daqui a pouco vo chamar o Labour Party do UK de Extrema Direita French President Emmanuel Macron said that the country would have been in chaos if he hadnt called for snap legislative elections after his party got trounced by the far-right National Rally in the European elections. https://t.co/CcslU9nP8G French President Emmanuel Macron said that the country would have been in chaos if he hadnt called for snap legislative elections after his party got trounced by the far-right National Rally in the European elections. https://t.co/CcslU9nP8G"  
[X Link](https://x.com/tuvidux/status/1803308509880090741)  2024-06-19T06:07Z [---] followers, [--] engagements


"@Andradej2012 Vai entrar na RJ"  
[X Link](https://x.com/tuvidux/status/1803425844825641313)  2024-06-19T13:53Z [---] followers, [--] engagements


"@AlexSchwartsman @FT Tudo para Economist e FT da Europa Hard Right"  
[X Link](https://x.com/tuvidux/status/1803431206999982422)  2024-06-19T14:14Z [---] followers, [--] engagements


"@argon_trading Gringo sem vender e sem stop-loss j d uma melhorada"  
[X Link](https://x.com/tuvidux/status/1804251333522001942)  2024-06-21T20:33Z [---] followers, [--] engagements


"@Fernando_Fnd_S @Geovani_lima_ @Geovani_lima_ Em resumo para olhar os dados da China e o preo do minrio de ferro. *A CMIN j opera muito em spot"  
[X Link](https://x.com/tuvidux/status/1805635554224074845)  2024-06-25T16:13Z [---] followers, [--] engagements


"@roderix1966 @roderix1966 Se os REITs l foram esto todo sofrendo bastante e.g. presso na Starwood etc. - em quanto tempo vai estourar essa bomba aqui na Fiis"  
[X Link](https://x.com/tuvidux/status/1805724760749523203)  2024-06-25T22:08Z [---] followers, [--] engagements


"@Samuelsworld Hora de Comprar Fii e Fundos de Fii pq a bomba nos REITS l fora no tem impacto aqui no Brasil"  
[X Link](https://x.com/tuvidux/status/1805725059815784688)  2024-06-25T22:09Z [---] followers, [--] engagements


"@vitormoliv Subindo a probabilidade de Bardella ganhar e depois deve cair"  
[X Link](https://x.com/tuvidux/status/1805938509682798860)  2024-06-26T12:17Z [---] followers, [--] engagements


"@rendafixa_ No Brasil no bem assim aonde temos a cada 2-3 anos uma crise"  
[X Link](https://x.com/tuvidux/status/1806283252434358601)  2024-06-27T11:07Z [---] followers, [--] engagements


"@Samuelsworld T igual a Brazil com Lula em [----] depois volta"  
[X Link](https://x.com/tuvidux/status/1806383235288699148)  2024-06-27T17:44Z [---] followers, [--] engagements


"@Samuelsworld Vai ser Lula daqui a [--] anos"  
[X Link](https://x.com/tuvidux/status/1806518355467162067)  2024-06-28T02:41Z [---] followers, [--] engagements


"@HeitorPaiv O problema de imigrao gerado pelos grupos de pessoas que no assimilam a cultura local - pelo que eu vejo voc no se enquadra nesse grupo. Com exceo da Inglaterra e do Leste da Europa esquerda e o centro falhou nas suas polticas pblicas e por isso o apelo a direita"  
[X Link](https://x.com/tuvidux/status/1807483794095538322)  2024-06-30T18:38Z [---] followers, [--] engagements


"@Geceto @roderix1966 Esses so os parmetros usados no Brasil por classe de acordo com a populao no tem nada haver se a vida fcil ou difcil"  
[X Link](https://x.com/tuvidux/status/1807718082577662431)  2024-07-01T10:09Z [---] followers, [--] engagements


"@InformesDaBolsa @argon_trading @JJJJames16 A PF do Brasil fez liquidez para a Singapura comprar BTG kkkk"  
[X Link](https://x.com/tuvidux/status/1807933268928426450)  2024-07-02T00:24Z [---] followers, [--] engagements


"@x1snov @argon_trading Querem colocar acima de [---] no final do ms"  
[X Link](https://x.com/tuvidux/status/1807944297884332239)  2024-07-02T01:08Z [---] followers, [--] engagements


"@argon_trading Hedge do Dlar deu certo"  
[X Link](https://x.com/tuvidux/status/1807944569738162385)  2024-07-02T01:09Z [---] followers, [--] engagements


"@AnalisandoAcoes @Cacomaia @Samuelsworld A Tesouraria do Banco Pan e os Fundos Grandes (Clique Unique Lab Mystique) vo deixar cair com IFR de 0"  
[X Link](https://x.com/tuvidux/status/1808269150684696967)  2024-07-02T22:38Z [---] followers, [--] engagements


"@bonjourclair meme mas verdade *T solteira. **+J apago"  
[X Link](https://x.com/tuvidux/status/1808293846532378910)  2024-07-03T00:17Z [---] followers, [--] engagements


"@argon_trading 5) Long BTC e Short DXY"  
[X Link](https://x.com/tuvidux/status/1808878707039142399)  2024-07-04T15:01Z [---] followers, [--] engagements


"@argon_trading @senger_a Chegou muito tarde na festa para fazer short de small cap - s via opes"  
[X Link](https://x.com/tuvidux/status/1808932141180301820)  2024-07-04T18:33Z [---] followers, [--] engagements


"@Samuelsworld Os Tories viraram o PSDB do Brasil s incompetncia tendo a maioria por vrios anos. A populao est votando no Labour como um protesto contra os Tories. Alm disso o Reform Party do Nigel Farage vai ter uns [--] cadeiras"  
[X Link](https://x.com/tuvidux/status/1809019103648043514)  2024-07-05T00:18Z [---] followers, [--] engagements


"@Felipe_SCamargo No estou 100% otimista mas vejo o mercado muito mais pessimista do que a realidade. Outra coisa eu no sou doido para entrar short abaixo de [--] imagina abaixo de [--] na Vale. Uma canetada da China e eu fico pelado"  
[X Link](https://x.com/tuvidux/status/1809239189910593634)  2024-07-05T14:53Z [---] followers, [--] engagements


"@PedroSoyer_ Boom de Commodities"  
[X Link](https://x.com/tuvidux/status/1809272446455017595)  2024-07-05T17:05Z [---] followers, [--] engagements


"@argon_trading Preo-Alvo s bom para quem comprou antes"  
[X Link](https://x.com/tuvidux/status/1809299720990257220)  2024-07-05T18:54Z [---] followers, [--] engagements


"@arbitrageur___ @rig_analytics The market is basically pricing Bemobis growth to be just a bit higher than inflation (between 5-8%) if the company can demonstrate low double-digits growth - the stock will be appreciate"  
[X Link](https://x.com/tuvidux/status/1809349956286685583)  2024-07-05T22:13Z [---] followers, [---] engagements


"@JJJJames16 Se voc est otimista com Cooper pq no comprar $CEG"  
[X Link](https://x.com/tuvidux/status/1809406175365996670)  2024-07-06T01:57Z [---] followers, [--] engagements


"@aledelara_ O CazeTV j foi vendido para fundos tem funding por trs"  
[X Link](https://x.com/tuvidux/status/1811187093768491255)  2024-07-10T23:53Z [---] followers, [--] engagements


"@Samuelsworld @ArmandoDelara7 Parque do Povo tem menos assalto que o Ibira"  
[X Link](https://x.com/tuvidux/status/1812195076614836559)  2024-07-13T18:39Z [---] followers, [--] engagements


"@ValuClown Levou toco"  
[X Link](https://x.com/tuvidux/status/1812601544497369252)  2024-07-14T21:34Z [---] followers, [--] engagements


"@vitormoliv Vocs esto conseguindo montar posio na S1BS34 - @vitormoliv O volume mt baixo na B3"  
[X Link](https://x.com/tuvidux/status/1814757805326254407)  2024-07-20T20:22Z [---] followers, [--] engagements


"@USC_Nico @iammsuzy BidenEconomics"  
[X Link](https://x.com/tuvidux/status/1814871224398262582)  2024-07-21T03:53Z [---] followers, [--] engagements


"@joaoascolid @joaoascolid Simandou atrasou faz [--] anos e eles agora vo entregar prximo ano Eu sou brasileiro e conheo bem as promessas"  
[X Link](https://x.com/anyuser/status/1816273622274605241)  2024-07-25T00:45Z [----] followers, [----] engagements


"@priscilafarauj @argon_trading S ilustrando o seu ponto Priscila a Petrobras segue o mesmo caminho de antes. bom torcer que o preo do petrleo fique alto"  
[X Link](https://x.com/tuvidux/status/1817981664288719031)  2024-07-29T17:52Z [---] followers, [--] engagements


"@vitormoliv J a anlise da correlao entre Paypal Stone Pagseguro e Square/Block Inc As americanas tem que subir para as Brasileiras seguirem o fluxo"  
[X Link](https://x.com/tuvidux/status/1818276939658043413)  2024-07-30T13:26Z [---] followers, [--] engagements


"@AnalisandoAcoes @Geovani_lima_ Adicionando um contexto das opes: As maiores Posies so em Puts de BRL [----] e [----]. Porm a 3a maior posio em call em BRL 5.40"  
[X Link](https://x.com/tuvidux/status/1819123973646373222)  2024-08-01T21:32Z [---] followers, [--] engagements


"@bonjourclair O compounder est no valor extrnseco e no no intrnseco. A beleza est por dentro e no por fora"  
[X Link](https://x.com/tuvidux/status/1819370374301405634)  2024-08-02T13:51Z [---] followers, [--] engagements


"@argon_trading O que seria direto gigante Institucional Big Players"  
[X Link](https://x.com/tuvidux/status/1819408318877532532)  2024-08-02T16:22Z [---] followers, [---] engagements


"@Samuelsworld Se vale cair muito tem problemas maiores no mundo do que o preo da tela"  
[X Link](https://x.com/anyuser/status/1819469521557901575)  2024-08-02T20:25Z [----] followers, [----] engagements


"@LucasCostaAT Putz consegue fazer os grficos de Tesla por favor ASAP"  
[X Link](https://x.com/tuvidux/status/1819535650204291407)  2024-08-03T00:47Z [---] followers, [--] engagements


"@bonjourclair Pensei em outra engraada aqui para os Fundamentalistas. O Compounder no #GoalSeek pq o Present Value est 97% na Perpetuidade. Haters vo falar mal do meu do IRR de 3% em [--] anos e pq no sabem nada de DCF (formula #GoalSeek)"  
[X Link](https://x.com/tuvidux/status/1819544894488097207)  2024-08-03T01:24Z [---] followers, [--] engagements


"@hlaramelo $VTEX vai demorar muito tempo para ganhar confiana dos investidores de volta. At agora o nico case de sucesso de tecnologia do Brasil a Tots3"  
[X Link](https://x.com/tuvidux/status/1820943183523840139)  2024-08-06T22:01Z [---] followers, [--] engagements


"@Geovani_lima_ @argon_trading Fyi - a CMIN3 segurou o fundo de 4.70"  
[X Link](https://x.com/tuvidux/status/1823128462741430485)  2024-08-12T22:44Z [---] followers, [---] engagements


"@moneyofminepod @alexbhturnbull @alexbhturnbull Of all the commodities you mentioned I thought you would have shared your view - given the current state of PGMs (Spot Price vs. AISC) + a possible delay in demand for EVs + its use for Hydrogen Great Podcast as a whole"  
[X Link](https://x.com/tuvidux/status/1833376977895485545)  2024-09-10T05:28Z [---] followers, [--] engagements


"@Fernando_Fnd_S Consegue fazer o grfico da Cmin3"  
[X Link](https://x.com/tuvidux/status/1844423497721974922)  2024-10-10T17:03Z [---] followers, [--] engagements


"@Samuelsworld Uma coisa Banco Central comprar Ouro (inclusive o BCB do Brasil deveria comprar) outro sardinha comprando Ouro pq ouviu falar no X. Eu vejo Ouro no momento atual c/ uma alocao de gerenciamento de risco e no de valorizao. Posso no ganhar dinheiro mas no vou perder. +"  
[X Link](https://x.com/tuvidux/status/1845098402280869984)  2024-10-12T13:45Z [---] followers, [--] engagements


"@roderix1966 Uma pergunta tem conhece algum c/ experincia em operar Rand vs. Dlar no BR Obs: Pretendo montar posio em Platinum mas no gosto do histrico do Rand (Africa do Sul). @roderix1966"  
[X Link](https://x.com/tuvidux/status/1845183806900167015)  2024-10-12T19:24Z [---] followers, [--] engagements


"@roderix1966 O histrico pssimo do Rand e s conheo gringo que se lascou mas o produtor com o custo mais barato em South Africa"  
[X Link](https://x.com/tuvidux/status/1845186290515329182)  2024-10-12T19:34Z [---] followers, [--] engagements


"@LongOnlyLarry Utilities Stocks $CEG trading at 36x"  
[X Link](https://x.com/tuvidux/status/1845962291940151401)  2024-10-14T22:58Z [---] followers, [--] engagements


"@Samuelsworld Difcil o preo de commodities cair bastante com uma correo da Bolsa mas se tiver um crise grande ou guerra - deve fazer uma recuperao em V. Os preos reias de Commodities esto bem amassados j"  
[X Link](https://x.com/tuvidux/status/1846286728140570644)  2024-10-15T20:27Z [---] followers, [--] engagements


"@Samuelsworld"  
[X Link](https://x.com/tuvidux/status/1846287055858344033)  2024-10-15T20:28Z [---] followers, [--] engagements


"Opening Markets at ASX tonight + tomorrow for Brazilian Miners $Vale #Vale3 #Cmin3"  
[X Link](https://x.com/tuvidux/status/1847087859410350325)  2024-10-18T01:30Z [----] followers, [---] engagements


"Se socar para baixo vai voltar para os parmetros de [----] A Bolsa est barata mas o risco relativamente alto. Olhem o fluxo das empresas boas e vejam que mesmo em dias de estresse de juros e dlar - sempre tem fluxo comprador nos papis. +"  
[X Link](https://x.com/tuvidux/status/1847099952893513785)  2024-10-18T02:18Z [----] followers, [--] engagements


"Lgico que pode cair mais mas ningum tem bola de cristal. Exemplo: Depois de cair 90% se cair para 95% - mais 50% de queda"  
[X Link](https://x.com/tuvidux/status/1847100564296945872)  2024-10-18T02:21Z [----] followers, [--] engagements


"Good Morning Beijing @joaoascolid @JJJJames16 @felipelima108"  
[X Link](https://x.com/tuvidux/status/1847134069928100090)  2024-10-18T04:34Z [----] followers, [--] engagements


"The Rizzler saved the Mets https://t.co/slxqvUBfFa https://t.co/slxqvUBfFa"  
[X Link](https://x.com/tuvidux/status/1847434572377497602)  2024-10-19T00:28Z [----] followers, [--] engagements


"@MurrayHillGuy1 Im laughing so hard hahah"  
[X Link](https://x.com/tuvidux/status/1847715306229412151)  2024-10-19T19:03Z [----] followers, [---] engagements


"@MurrayHillGuy1 Finally someone posted the truth about Jersey Girls"  
[X Link](https://x.com/tuvidux/status/1847715581509644291)  2024-10-19T19:04Z [----] followers, [--] engagements


"Interesting point of view of Brazil"  
[X Link](https://x.com/tuvidux/status/1847741335249281274)  2024-10-19T20:47Z [----] followers, [--] engagements


"@CFBaddie_ Trying to generate some Alpha in Zimbabwe Dollars hahaha"  
[X Link](https://x.com/tuvidux/status/1847757622482784304)  2024-10-19T21:52Z [----] followers, [---] engagements


"@LongOnlyLarry Lets not forget Nvidia"  
[X Link](https://x.com/tuvidux/status/1848054228536950976)  2024-10-20T17:30Z [----] followers, [--] engagements


"@LongOnlyLarry Fair enough. Whats the main problem for you about Palantir"  
[X Link](https://x.com/tuvidux/status/1848055236746989858)  2024-10-20T17:34Z [----] followers, [--] engagements


"@LongOnlyLarry It is pretty obvious you dont talk about meme stocks or the super hyped stocks. I bet if you start hyping up Palantir you will get more likes hahah"  
[X Link](https://x.com/tuvidux/status/1848136680253141286)  2024-10-20T22:58Z [----] followers, [--] engagements


"@lunchboxboomer One international kid from Georgetown knew tho but he didnt ask for help - it was a group of [--] international people"  
[X Link](https://x.com/tuvidux/status/1848522384980275647)  2024-10-22T00:30Z [---] followers, [---] engagements


"@nonoinvestidor @vitudos @saraivaopressor Ele voltou"  
[X Link](https://x.com/tuvidux/status/1849438496873730533)  2024-10-24T13:11Z [----] followers, [----] engagements


"@patientinvestt @agnostoxxx Merger Arbitrage is fucking hard dont try to be a hero. Monkeys will be Monkeys always"  
[X Link](https://x.com/tuvidux/status/1849600264119914531)  2024-10-24T23:54Z [----] followers, [--] engagements


"@iamtomnash @LongOnlyLarry Palantir Bros"  
[X Link](https://x.com/tuvidux/status/1850206498346918313)  2024-10-26T16:02Z [----] followers, [--] engagements


"@trend_bullish @MPelletierCIO @JavierBlas Javiar Blas is a permabear in Commodities"  
[X Link](https://x.com/tuvidux/status/1850234793805402262)  2024-10-26T17:55Z [----] followers, [---] engagements


"@CapitanBitcoin @felipelima108"  
[X Link](https://x.com/tuvidux/status/1850243401985528273)  2024-10-26T18:29Z [----] followers, [---] engagements


"@Imdumb09 @CFBaddie_ @ARealLifeKevin Exactly what I say to the girls going out from Georgetown in DC"  
[X Link](https://x.com/tuvidux/status/1850392864993284405)  2024-10-27T04:23Z [----] followers, [---] engagements


"@YellowLabLife Idk if you have looked at Cmin3 - $SID (CSNA3) solo mining company but given the payment structure of Vale + terrible nickel prices. Cmin3 might pay better dividends than Vale in the near term even with a hefty capex plan. *It did this year"  
[X Link](https://x.com/tuvidux/status/1851134343764197645)  2024-10-29T05:29Z [---] followers, [---] engagements


"@RichFuld__ @mmakersoficial @R38TAO Ditado popular"  
[X Link](https://x.com/tuvidux/status/1851284368511193307)  2024-10-29T15:26Z [----] followers, [--] engagements


"@LongOnlyLarry @CFBaddie_ Join the Pod Shop Lifestyle in New York City"  
[X Link](https://x.com/tuvidux/status/1851446709697610207)  2024-10-30T02:11Z [----] followers, [--] engagements


"I have never seen a Portfolio Manager or Analyst get fired for missing a Commodities SuperCycle New York City New York US"  
[X Link](https://x.com/tuvidux/status/1851456531075666051)  2024-10-30T02:50Z [----] followers, [--] engagements


"@watashiwastasta @LongOnlyLarry Hedge with Tips from Brazil"  
[X Link](https://x.com/tuvidux/status/1852563723950367097)  2024-11-02T04:09Z [---] followers, [--] engagements


"@watashiwastasta @LongOnlyLarry Easy way - buy bonds from Blue Chips in the Us Hard Way - Buy Tips from Brazil locally"  
[X Link](https://x.com/tuvidux/status/1852568611807760641)  2024-11-02T04:29Z [---] followers, [--] engagements


"@watashiwastasta @LongOnlyLarry It is Brazil it is always distressed + the tips at Brasil are almost 7%"  
[X Link](https://x.com/tuvidux/status/1852569546781061482)  2024-11-02T04:32Z [---] followers, [--] engagements


"@felippesa @Big_Orrin Unfortunately Brazil will always not deliver target production. A good trader knows"  
[X Link](https://x.com/tuvidux/status/1852738439738699857)  2024-11-02T15:44Z [---] followers, [--] engagements


"@YellowLabLife @moneyofminepod Yep Glencore is about to go broke hahah. Ivanhoe Mines 2025E spot fcf yield is negative. You know that some analysts expect 2025E FCF Yield of $Vale and $CMIN3 to be 0% and -3% respectively. The whole Mining Industry is going broke"  
[X Link](https://x.com/tuvidux/status/1856441259159597385)  2024-11-12T20:57Z [----] followers, [---] engagements


"@ApolloPerforms Projection of negative FCF Yield in 2025E hahha"  
[X Link](https://x.com/tuvidux/status/1856446517566959805)  2024-11-12T21:18Z [---] followers, [--] engagements


"$Vale / Vale3 is probably going broke at U$85 dollars. No need for more iron ore in the world. I dont even know why Simandou is building a mine"  
[X Link](https://x.com/tuvidux/status/1856460733556633677)  2024-11-12T22:15Z [---] followers, [----] engagements


"@RenatoLRomero17 Essa conta est errada. O mkt cap da Pepe de [----] bilhes de dlares (45 bilhes de reais) O mkt cap do Ibov [---] trilhes em reais. Uma pepe coin no vale nada"  
[X Link](https://x.com/tuvidux/status/1856724334842085417)  2024-11-13T15:42Z [---] followers, [---] engagements


"Freight Futures Up and Bulk Commodities Neutral/Down Who is lying More commodity futures opened down in #China on Thursday. Shanghai #tin and #copper fell by 1.5% #nickel -0.86% #aluminum -0.43%. #zinc +0.7%. INE crude oil opened flat. Freight Index futures up 1.74%. #OOTT #shipping Dalian #IronOre -0.46% #steel rebars down 0.2%. https://t.co/3wbw8gGEZn More commodity futures opened down in #China on Thursday. Shanghai #tin and #copper fell by 1.5% #nickel -0.86% #aluminum -0.43%. #zinc +0.7%. INE crude oil opened flat. Freight Index futures up 1.74%. #OOTT #shipping Dalian #IronOre -0.46%"  
[X Link](https://x.com/tuvidux/status/1856866483533648150)  2024-11-14T01:07Z [---] followers, [--] engagements


"Regra de [--] dis EUA vs. Brasil uma falcia diante o cenrio atual. A ibovespa j est bem amassado lgico que pode cair mais mas no tanto como l fora. Talvez essa perspectiva de bolha nos EUA e da India posso ser o trigger que falta para a Bolsa. + 🫧🫧 Pode ser que dessa vez pela primeira vez na histria da humanidade seja diferente mas se no for quando a bolha estourar vai machucar muita gente. 🫧🫧 Pode ser que dessa vez pela primeira vez na histria da humanidade seja diferente mas se no for quando a bolha estourar vai machucar muita gente"  
[X Link](https://x.com/tuvidux/status/1857050972867957040)  2024-11-14T13:20Z [---] followers, [--] engagements


"@ografista @RenatoLRomero17 Memecoins/Shitcoins*"  
[X Link](https://x.com/tuvidux/status/1857096787498016922)  2024-11-14T16:22Z [---] followers, [--] engagements


"Bear vs. Bull @JJJJames16 Gold & Silver declines post election are just mimicking the response after Trump [---]. Too surreal. Gold then bottomed -12% from the Trump [---] win (and didn't look back) implying Golds current floor is $2420 while Silver bottomed at -13% back then (equivalent of $28.50 today) https://t.co/UAr6XEbVrt Gold & Silver declines post election are just mimicking the response after Trump [---]. Too surreal. Gold then bottomed -12% from the Trump [---] win (and didn't look back) implying Golds current floor is $2420 while Silver bottomed at -13% back then (equivalent of $28.50"  
[X Link](https://x.com/tuvidux/status/1857138726389817785)  2024-11-14T19:09Z [---] followers, [---] engagements


"Vai cair mais pode confiar. 🫨🫨 A ADR da Vale3 continua beijando o abismo. Tem que ter pique forte e rpido. $vale https://t.co/1Y45JBCS9h 🫨🫨 A ADR da Vale3 continua beijando o abismo. Tem que ter pique forte e rpido. $vale https://t.co/1Y45JBCS9h"  
[X Link](https://x.com/tuvidux/status/1857154237655912452)  2024-11-14T20:10Z [---] followers, [--] engagements


"@MadsCapital @vitormoliv $HIMS vs $AMZN"  
[X Link](https://x.com/tuvidux/status/1857169823500787717)  2024-11-14T21:12Z [---] followers, [---] engagements


"@CSLupinacci @joaoascolid J falei pro @joaoascolid ele resolve"  
[X Link](https://x.com/tuvidux/status/1857225144563048806)  2024-11-15T00:52Z [---] followers, [--] engagements


"@JJJJames16 Na pratica a nica mineradora no ETF a Freeport-McMoRan de Cobre"  
[X Link](https://x.com/tuvidux/status/1857838309478731995)  2024-11-16T17:29Z [---] followers, [--] engagements


"$DJT Buy AVISO AOS AMIGOS DO MERCADO: Ativem as notificaes do Trump aqui no X no ltimo mandato o Twitter era a fonte da BBG. Twitter era o porta-voz do Trump. AVISO AOS AMIGOS DO MERCADO: Ativem as notificaes do Trump aqui no X no ltimo mandato o Twitter era a fonte da BBG. Twitter era o porta-voz do Trump"  
[X Link](https://x.com/tuvidux/status/1858216493420273696)  2024-11-17T18:31Z [----] followers, [---] engagements


"$Vale Vale3 $INCO Indonesia has long been a major producer of nickelwidely viewed as a key resource in the green energy transition. Today Indonesia accounts for 50% of global nickel production piggybacking on a wave of Chinese investment in smelting and processing facilities. https://t.co/BxzX4aoEUD Indonesia has long been a major producer of nickelwidely viewed as a key resource in the green energy transition. Today Indonesia accounts for 50% of global nickel production piggybacking on a wave of Chinese investment in smelting and processing facilities. https://t.co/BxzX4aoEUD"  
[X Link](https://x.com/tuvidux/status/1858857912862478460)  2024-11-19T13:00Z [----] followers, [---] engagements


"@YellowLabLife Thats pretty much my back of the envelope thesis for High-Grade Iron Ore. I dont think $SID China and FMG are investing in high-grade iron ore for no reason"  
[X Link](https://x.com/tuvidux/status/1858876619999318322)  2024-11-19T14:14Z [---] followers, [---] engagements


"@YellowLabLife The new CEO Gustavo is finally moving $Vale in the right direction finally acting as a Global Diversified M&M Comp. The biggest hurdles have been dealt with + it had an extreme bad luck throughout the years. They managed to get put in by mistake in the Slave Labor List haha"  
[X Link](https://x.com/tuvidux/status/1858881412687941824)  2024-11-19T14:33Z [---] followers, [---] engagements


"Fuck It Buying Indonesia Vale. https://t.co/axPATNGrcu https://t.co/axPATNGrcu"  
[X Link](https://x.com/tuvidux/status/1859065601894793548)  2024-11-20T02:45Z [----] followers, [---] engagements


"@Crown1y @PedroSegolin Olha o PIB per Capita"  
[X Link](https://x.com/tuvidux/status/1859284746318008488)  2024-11-20T17:16Z [----] followers, [--] engagements


"@BuBarrelBull @claimenza @YellowLabLife There is a bull thesis for $Vale with EAF + DRI growth"  
[X Link](https://x.com/tuvidux/status/1861258503169466727)  2024-11-26T03:59Z [---] followers, [---] engagements


"@LongOnlyLarry $HIMS are eating their margins"  
[X Link](https://x.com/tuvidux/status/1861400974461411556)  2024-11-26T13:25Z [---] followers, [---] engagements


"@SpreadChartsCom Can you update the graphs"  
[X Link](https://x.com/tuvidux/status/1861769864936845673)  2024-11-27T13:51Z [---] followers, [--] engagements


"@SpreadChartsCom The graphs was posted on November 2nd/2024 and today is November 27th/2024"  
[X Link](https://x.com/tuvidux/status/1861779044406092212)  2024-11-27T14:28Z [---] followers, [--] engagements


"@LongOnlyLarry Is this bullish for $Hims"  
[X Link](https://x.com/tuvidux/status/1861787835927314768)  2024-11-27T15:03Z [---] followers, [---] engagements


"@YellowLabLife Not even Grok believes in $Vale anymore"  
[X Link](https://x.com/tuvidux/status/1862618888225042857)  2024-11-29T22:05Z [---] followers, [---] engagements


"When Trump raises tariffs on my Commodities @LongOnlyLarry #China's Freight Index opened up 3.1% on Monday while #Crude oil was down 0.6%. #OOTT #Shipping #Tin +2.2% #zinc +1.7% #aluminum +0.6% #silver +0.3%. #Nickel fell by 0.9% #gold -0.4%. #Copper flat. Dalian #IronOre rose 0.25% and #steel rebars rose 0.5% after opening flat. https://t.co/VW4nEU8QCg #China's Freight Index opened up 3.1% on Monday while #Crude oil was down 0.6%. #OOTT #Shipping #Tin +2.2% #zinc +1.7% #aluminum +0.6% #silver +0.3%. #Nickel fell by 0.9% #gold -0.4%. #Copper flat. Dalian #IronOre rose 0.25% and #steel rebars"  
[X Link](https://x.com/tuvidux/status/1863428850614501570)  2024-12-02T03:43Z [---] followers, [--] engagements


"@OG_TINBARON @Steven_Oldani @Thomas_Buenger If China placed an export ban on Tin could it affect the creation of semicondutors in the West (ASML)"  
[X Link](https://x.com/tuvidux/status/1864117922769060344)  2024-12-04T01:22Z [---] followers, [--] engagements


"@TRAVmoneyofmine $MIN Chris Ellison will discover a new Cooper Mine"  
[X Link](https://x.com/tuvidux/status/1864143892494291302)  2024-12-04T03:05Z [---] followers, [----] engagements


"Iron Ore / Minrio de Ferro - com Reunio do Partido da China prximo ano"  
[X Link](https://x.com/tuvidux/status/1865033354908737619)  2024-12-06T13:59Z [---] followers, [---] engagements


"Bullish Commodities China Dominates Global Critical Mineral Supply US Claims Chinas ban on U.S.-bound critical mineral exports is mineral extortion Washington D.C.-based @NationalMining president Rich Nolan said on Wednesday. #mining #miningnews #batterymetals #graphite https://t.co/daXyW7lLo1 China Dominates Global Critical Mineral Supply US Claims Chinas ban on U.S.-bound critical mineral exports is mineral extortion Washington D.C.-based @NationalMining president Rich Nolan said on Wednesday. #mining #miningnews #batterymetals #graphite https://t.co/daXyW7lLo1"  
[X Link](https://x.com/tuvidux/status/1865231039787864095)  2024-12-07T03:05Z [---] followers, [---] engagements


"@UnintendedCons5 @peidaqi There are better fights that China has an edge than buying Oil from Iran. + They can stockpile until Trump comes to power"  
[X Link](https://x.com/tuvidux/status/1866167938270523678)  2024-12-09T17:08Z [---] followers, [--] engagements


"@UWS_Arbitrage There is always a mistake laying around"  
[X Link](https://x.com/tuvidux/status/1866880101800915023)  2024-12-11T16:17Z [---] followers, [--] engagements


"@rendafixa_ Deixa cair mais kkkk"  
[X Link](https://x.com/tuvidux/status/1866900697196683642)  2024-12-11T17:39Z [---] followers, [--] engagements


"@JJJJames16 $ECH"  
[X Link](https://x.com/tuvidux/status/1868028501128810876)  2024-12-14T20:21Z [----] followers, [---] engagements


"@toiletkingcap @TRAVmoneyofmine @moneyofminepod A Good PR vs. the ones they are receiving Hahahh"  
[X Link](https://x.com/tuvidux/status/1869168695576265003)  2024-12-17T23:51Z [---] followers, [--] engagements


"@joaoascolid Guido Manteiga ou Janja"  
[X Link](https://x.com/anyuser/status/1869417260164809092)  2024-12-18T16:19Z [----] followers, [----] engagements


"@junkbondinvest Thats basically an USB Drive with BTC"  
[X Link](https://x.com/tuvidux/status/1871567706065117442)  2024-12-24T14:44Z [---] followers, [--] engagements


"@LongOnlyLarry @h0stil3take0v3r There is a Cheap ERM in EM hahah 16% Projected Revenue Growth Trading at 2025E: P/E 20x EV/FCFF 18x EV/EBITDA 14x EV/EBIT 10.7x +"  
[X Link](https://x.com/tuvidux/status/1871717718233371061)  2024-12-25T00:40Z [---] followers, [--] engagements


"@bich2bad @LongOnlyLarry Selling the idea is easier part getting a good return is the hard part"  
[X Link](https://x.com/tuvidux/status/1871731268003803255)  2024-12-25T01:34Z [---] followers, [--] engagements


"@ybraymovik @beicolaprivacy @BrunoRonam O trade do ano foi em $bct hahah"  
[X Link](https://x.com/tuvidux/status/1872016913062367462)  2024-12-25T20:29Z [---] followers, [---] engagements


"@fatosdabolsa $bct da Martina @JJJJames16 @BrunoRonam @Le_cripto"  
[X Link](https://x.com/tuvidux/status/1872449166024298739)  2024-12-27T01:07Z [---] followers, [---] engagements


"@PedroPishimura @CSLupinacci @JJJJames16 Problemas parecidos mas menores da Europa s que esto melhores posicionadas para o futuro A Australia literalmente a Mina do Mundo de Metais Metlicos para o futuro"  
[X Link](https://x.com/tuvidux/status/1872477791033372739)  2024-12-27T03:01Z [---] followers, [--] engagements


"@YellowLabLife @qbert50000 Koala did Boarding School Target University [--] years in IB worked in a Hedge Fund"  
[X Link](https://x.com/tuvidux/status/1873578611099259333)  2024-12-30T03:55Z [---] followers, [---] engagements


"@baudorio @felipelima108 Respeita Congo"  
[X Link](https://x.com/tuvidux/status/1873782193186889789)  2024-12-30T17:24Z [---] followers, [----] engagements


"@SperrysandNikes Always"  
[X Link](https://x.com/tuvidux/status/1873831777200202212)  2024-12-30T20:41Z [---] followers, [--] engagements


"@PauloMacro Hunt Bros + Naji Nahas (Brazilian) on Silver - 1980s"  
[X Link](https://x.com/tuvidux/status/1875659410170945744)  2025-01-04T21:43Z [---] followers, [----] engagements


"GS Commodity Views 2025: 1) Base over Ferrous 2) Long Gold 3) Bearish Long-Term Nat Gas (The Short got a better entry now after the recent spike) 4) Trade Oil Tailwinds"  
[X Link](https://x.com/tuvidux/status/1876055358998978963)  2025-01-05T23:57Z [---] followers, [--] engagements


"China's Musings - 2024:"  
[X Link](https://x.com/tuvidux/status/1876074361150750942)  2025-01-06T01:12Z [---] followers, [--] engagements


"China broke the 3-year losing Streak in 2024"  
[X Link](https://x.com/tuvidux/status/1876076926991057405)  2025-01-06T01:22Z [---] followers, [--] engagements


"+ "Fiscal Policies could be necessary to drive equity growth in 2025""  
[X Link](https://x.com/tuvidux/status/1876077271980859848)  2025-01-06T01:24Z [---] followers, [--] engagements


"China vs. Japan Equities - During Deflation:"  
[X Link](https://x.com/tuvidux/status/1876077453149671427)  2025-01-06T01:24Z [---] followers, [--] engagements


"@Veganhippo21 Are you buying cuz of momentum or growth story"  
[X Link](https://x.com/tuvidux/status/1876098996370022559)  2025-01-06T02:50Z [---] followers, [---] engagements


"Depending on who becomes Prime Minister - Buying CAD and Canadian Energy ETFs $XEG $ZEO $HXE could be a great buy opportunity. A mere return on multiples would be great. I've been waiting many years to do this interview. "Phase them out" Bill C69/C59 emissions cap carbon tax "no LNG business case" have all prevented foreign investors from buying Canadian energy stocks leading to a political risk discount. No more: https://t.co/4D5SGrKAfG https://t.co/vGa6B29E9c I've been waiting many years to do this interview. "Phase them out" Bill C69/C59 emissions cap carbon tax "no LNG business case" have"  
[X Link](https://x.com/tuvidux/status/1876347806270759166)  2025-01-06T19:19Z [----] followers, [---] engagements


"@JJJJames16 @RhanaLavigne35 Buy Vix Calls OTM"  
[X Link](https://x.com/tuvidux/status/1876419797426090140)  2025-01-07T00:05Z [---] followers, [--] engagements


"@DryBulkETF No buying interest for now it needs to dip more. Brazilian Funds are all short China the buyers need to come from other places"  
[X Link](https://x.com/tuvidux/status/1876466986416586866)  2025-01-07T03:12Z [---] followers, [----] engagements


"@DryBulkETF A trigger could be a dividend yield closer to what $PBR pays"  
[X Link](https://x.com/tuvidux/status/1876467837692481929)  2025-01-07T03:16Z [---] followers, [---] engagements


"@DoctorOfBeasts @ricardoafreis Sim mas vc tambm comprar bonds usd da China tambm. China Plans to Sell Dollar Bonds in Saudi Arabia as Ties Deepen https://www.bloomberg.com/news/articles/2024-11-05/china-set-to-issue-dollar-bonds-offshore-after-three-year-hiatus https://www.bloomberg.com/news/articles/2024-11-05/china-set-to-issue-dollar-bonds-offshore-after-three-year-hiatus"  
[X Link](https://x.com/tuvidux/status/1876724534587359576)  2025-01-07T20:16Z [---] followers, [--] engagements


"Momentum is coming @JJJJames16 @CSLupinacci @felipelima108 Silver inventories look decimated https://t.co/mLHLOxSE3y Silver inventories look decimated https://t.co/mLHLOxSE3y"  
[X Link](https://x.com/tuvidux/status/1877872341138485325)  2025-01-11T00:17Z [---] followers, [---] engagements


"@CSLupinacci O ETF da Large Caps da China bateu o SP500 em 2024"  
[X Link](https://x.com/tuvidux/status/1878296771979333835)  2025-01-12T04:23Z [---] followers, [--] engagements


"@SheDrills Are you using US inflation or Global Inflation to adjust prices"  
[X Link](https://x.com/tuvidux/status/1879957292365521176)  2025-01-16T18:22Z [---] followers, [--] engagements


"Mag [--] vs. Granolas (GSK Roche ASML Nestle Novartis Novo Nordisk L'Oreal LVMH Astrazeneca SAP and Sanofi) Europa est barato ou caro"  
[X Link](https://x.com/tuvidux/status/1881834812555817325)  2025-01-21T22:42Z [---] followers, [---] engagements


"@Ole_S_Hansen @Ole_S_Hansen Would you have the COT graphs for the Precious Metals Groups"  
[X Link](https://x.com/tuvidux/status/1886056296698307065)  2025-02-02T14:17Z [---] followers, [--] engagements


"The NZD short vs. USD is probably the most crowded play in FX"  
[X Link](https://x.com/tuvidux/status/1886113467368706472)  2025-02-02T18:04Z [---] followers, [---] engagements


"Minrio de Ferro/Iron Ore continua subindo aps CNY @jlbraga"  
[X Link](https://x.com/anyuser/status/1887672503251636733)  2025-02-07T01:19Z [----] followers, [----] engagements


"Very Interesting that Japanese Companies are buying high-grade iron ore (+ 62% Fe) They bought equity in Rio Tinto (Ridge) Champion Iron $SID / Cmin3. The Japanese are seeing the increasing demand and lack of supply for this high-grade quality iron ore"  
[X Link](https://x.com/tuvidux/status/1892060967619486163)  2025-02-19T03:57Z [---] followers, [---] engagements


"Buy the dip in Petr4 / $PBR"  
[X Link](https://x.com/tuvidux/status/1894936139435250075)  2025-02-27T02:22Z [---] followers, [---] engagements


"@absreturnchaser I believe a good event-driven investment could be after the sell-off due to the spin-off of Anglo American Platinum - Given the current situation of PGMs"  
[X Link](https://x.com/tuvidux/status/1895123501226565663)  2025-02-27T14:47Z [---] followers, [--] engagements


"In general I believe Met Coal/Iron Ore have similar headwinds coming with the Mongolia Mines/Simandou - even tho I dont think it will affect the prices. You could also argue both sectors have similar tailwinds as well. Buying Met Coal Equities will probably get a better return on the principal but the Iron Ore Bulks pay pretty good dividends for you to wait for the chance of cycle. Fyi In Brazil they dont have dividends tax"  
[X Link](https://x.com/tuvidux/status/1895606212693004394)  2025-02-28T22:45Z [---] followers, [--] engagements


"@YellowLabLife @JSE_Invest I like $SBSW because of the liquidity and options. In all fairness Im waiting to buy Anglo American Platinum after the sell-off due to the spin-off. Ill have another look again at Tharisa"  
[X Link](https://x.com/tuvidux/status/1895903825233641875)  2025-03-01T18:27Z [---] followers, [---] engagements


"@JSE_Invest @YellowLabLife No Anglo American Platinum"  
[X Link](https://x.com/tuvidux/status/1895904214976692491)  2025-03-01T18:29Z [---] followers, [--] engagements


"@JSE_Invest @YellowLabLife How many stocks do own of the PGMs sector"  
[X Link](https://x.com/tuvidux/status/1895906359327314267)  2025-03-01T18:37Z [----] followers, [--] engagements


"@RenatoLRomero17 PBR t subindo 2%"  
[X Link](https://x.com/tuvidux/status/1896591685158920223)  2025-03-03T16:01Z [---] followers, [--] engagements


"Someone bought a shit ton of $SBSW on the last dip @JSE_Invest Almost 300M shares bought at the bottom. Call it smart money or deep-pocket money. They knew exactly what they were doing on $SBSW https://t.co/8UD0NhfbDg Almost 300M shares bought at the bottom. Call it smart money or deep-pocket money. They knew exactly what they were doing on $SBSW https://t.co/8UD0NhfbDg"  
[X Link](https://x.com/tuvidux/status/1897627438219235772)  2025-03-06T12:36Z [---] followers, [---] engagements


"@TwinTurboCe1ica Did it still damage $MIN s Haul Road"  
[X Link](https://x.com/tuvidux/status/1898139600402661652)  2025-03-07T22:32Z [---] followers, [---] engagements


"@israel_massa Apparently your trade in $Vale is about to go mainstream @YellowLabLife heheh Damodaran started buying Vale3/$Vale"  
[X Link](https://x.com/tuvidux/status/1898402408780243199)  2025-03-08T15:56Z [---] followers, [---] engagements


"@sterling_west24 Ask @Degen_CPA"  
[X Link](https://x.com/tuvidux/status/1898539452655366290)  2025-03-09T01:00Z [---] followers, [--] engagements


"@TRAVmoneyofmine @TRAVmoneyofmine $MIN is actually not falling that much today given everything else"  
[X Link](https://x.com/tuvidux/status/1899269980782239963)  2025-03-11T01:23Z [---] followers, [---] engagements


"@rafael_ihara Real vai cair"  
[X Link](https://x.com/tuvidux/status/1899453721089597628)  2025-03-11T13:33Z [---] followers, [--] engagements


"@ArrakisGlobal Taking out the bad reaction of the Market for $NU at the results at Q4 the relative performance of $NU is doing pretty vs American Banks and Other High-Growth Stocks"  
[X Link](https://x.com/tuvidux/status/1899650008409866360)  2025-03-12T02:33Z [---] followers, [--] engagements


"@ContrarianCurse Any thoughts on the possible next Target of $CSU - Linx from $STNE"  
[X Link](https://x.com/tuvidux/status/1899910329347289212)  2025-03-12T19:48Z [---] followers, [---] engagements


"@BuBarrelBull @YellowLabLife $SID / $GGB have really good mines for high grade iron ore buy they cant even be bothered to actually invest in the mine"  
[X Link](https://x.com/tuvidux/status/1900725050589802509)  2025-03-15T01:45Z [---] followers, [---] engagements


"@Larryjamieson_ Gonna buy $Min or $Afm.v"  
[X Link](https://x.com/tuvidux/status/1900727415120310388)  2025-03-15T01:55Z [---] followers, [----] engagements


"How my event-driven trade at Raiffeisen Bank (Russian Bank exposure) if the war doesnt stop Como minha trade de event-driven em Raiffeisen Bank (Exposio a Banco Russo) vai ficar se a a guerra no acabar The difference between Finnish and russian neighborhoods only [--] kilometers apart https://t.co/mecvXUiXRN The difference between Finnish and russian neighborhoods only [--] kilometers apart https://t.co/mecvXUiXRN"  
[X Link](https://x.com/tuvidux/status/1900917845619343670)  2025-03-15T14:31Z [---] followers, [---] engagements


"@OctavioCaula Buy the Dip in $VAL and $BORR"  
[X Link](https://x.com/tuvidux/status/1900949477558534465)  2025-03-15T16:37Z [---] followers, [---] engagements


"$Vale is finally getting themselves out of the problem they created. Gustavo Pimenta is doing a great job as the new Ceo. We may finally see what Vale intends to be on the future. Vales relations with Lula government improve after tensions last year says boss $VALE https://t.co/0rb4fjTPJn Vales relations with Lula government improve after tensions last year says boss $VALE https://t.co/0rb4fjTPJn"  
[X Link](https://x.com/tuvidux/status/1901390683392635377)  2025-03-16T21:50Z [---] followers, [---] engagements


"@JSE_Invest The others especially $SBSW should be trying to pay off their debt or negotiate better terms"  
[X Link](https://x.com/tuvidux/status/1901641553942085966)  2025-03-17T14:27Z [---] followers, [---] engagements


"@Globalflows Whats the reasoning behing it"  
[X Link](https://x.com/tuvidux/status/1901697308661612837)  2025-03-17T18:09Z [---] followers, [--] engagements


"@thiagopetrola Mudou para o investidor do Canada e Australia"  
[X Link](https://x.com/tuvidux/status/1902159015657742655)  2025-03-19T00:43Z [---] followers, [--] engagements


"Very interesting this CFR Cost of Iron Ore in [----] - Basically the beginning of the curve will be same but the end of the curve will get flatter. I must wonder if the majors are facing depletion and deterioration of Fe % content problems today - I cant imagine the 3rd and 4th Quartile Producers wont have even bigger problems by [----]. $MIN $MIN.AX wont suffer from these problems since their haul road could be closed forever"  
[X Link](https://x.com/tuvidux/status/1902555711948628075)  2025-03-20T03:00Z [---] followers, [---] engagements


"A Vale3 nunca esteve to barato nesse momento mas ningum quer ainda. Quem comprou em 2015/2016 est feliz at hoje $Vale has never been this cheap compared to the last [--] years. The narrative of China is the same but somehow China keeps surprising all PermaBears"  
[X Link](https://x.com/anyuser/status/1902562539843567863)  2025-03-20T03:27Z [----] followers, [----] engagements


"Food for Thought: I dont think Chris Ellison $MIN $MIN.AX or any of the mining guys ranging from Brazil to Australia are willing to give out a piece of equity if they believe in the mining project. Given the track-record of those guys Min Res probably will not do an equity raise. The question then becomes - would Twiggy Gina or any of these mining people give a helping hand to Chris Ellison"  
[X Link](https://x.com/tuvidux/status/1902921823865438406)  2025-03-21T03:14Z [----] followers, [----] engagements


"@LiquidityFantom The quality might not matter the bulk miners guys are almost gone and there are a few left Would they give a helping hand - given the certain scenario of bulk commodities"  
[X Link](https://x.com/tuvidux/status/1902924518315684321)  2025-03-21T03:25Z [---] followers, [--] engagements


"I actually dont know the answer to the first question. Im almost certain [--] trading houses of [--] billionaires in Brazil were setup with the help of Japanese given their iron ore mines and they are currently holding a lot of cash. I dont know if Ellison would be willing to come to Brazil for help or vice-versa Brazilian Billionaires are stubborn people. @TRAVmoneyofmine Hosted a Spaces with the general public and somehow John Hempton joined the show. Having said that he brought a point that Chris Ellison might just bring a Chairman that voices his desires. John Hempton did bring an example of an"  
[X Link](https://x.com/tuvidux/status/1902933903247028243)  2025-03-21T04:02Z [---] followers, [---] engagements


"@YellowLabLife My personal opinion Chris Ellison will never be gone of Mineral Resources. Just as Sigma Lithium and Ana Cabral"  
[X Link](https://x.com/tuvidux/status/1902934482128134218)  2025-03-21T04:05Z [---] followers, [---] engagements


"@puppyeh1 Wait for the Tenbagger $MIN trade"  
[X Link](https://x.com/tuvidux/status/1903323630185890246)  2025-03-22T05:51Z [---] followers, [---] engagements


"@victaurs They are Dead buy $Nu"  
[X Link](https://x.com/tuvidux/status/1903580404000419880)  2025-03-22T22:51Z [---] followers, [---] engagements


"When I want to buy a Delta [----] or [----] call of a Junior Quando eu quero comprar um call Delta [----] ou [----] numa empresa de Junior Mining"  
[X Link](https://x.com/tuvidux/status/1903585435747500212)  2025-03-22T23:11Z [---] followers, [---] engagements


"My March Madness Bracket is on the U"  
[X Link](https://x.com/tuvidux/status/1903585858139107681)  2025-03-22T23:13Z [---] followers, [---] engagements


"A very interesting article made by the Economist regarding Western Mining Companies ($VALE $BHP $RIO) vs. Chinese Mining Companies. The West should start to invest in Mining projects to secure their supply of critical minerals however that shareholder base of mining companies will never allow it. As of now only China are funding Mining projects around the world. Western mining bosses mustnt sacrifice prudence. But they may need to speed up their sedimentary decision-making https://t.co/mDfhzo0JAL Western mining bosses mustnt sacrifice prudence. But they may need to speed up their sedimentary"  
[X Link](https://x.com/tuvidux/status/1903949584264503710)  2025-03-23T23:18Z [---] followers, [---] engagements


"Uma ferrari a Tots3 tambm poderia fazer no Brasil. @fernandoscamara Software giant SAP has overtaken Novo Nordisk to become Europes most valuable company in the latest milestone for Germanys surging stock market. https://t.co/Bo8UdAz2fp https://t.co/RbURBor1On Software giant SAP has overtaken Novo Nordisk to become Europes most valuable company in the latest milestone for Germanys surging stock market. https://t.co/Bo8UdAz2fp https://t.co/RbURBor1On"  
[X Link](https://x.com/tuvidux/status/1904164347976290686)  2025-03-24T13:32Z [----] followers, [---] engagements


"Onslow - Will probably not reach its nameplate of [--] Mtpa in [----] (nobody knows if they will ever reach that) S11Ds new production addition will only come by year-end of [----]. Samarco will maximum only bring [--] Mtpa in [----]. Simandou (Guinea) is really hard to project the ramp-up project tough to say. My own projection is much smaller than the consensus. Marampa Mines (Sierra Leone) will only add very little to the new supply [--] Mtpa Another one Im looking at is the FMG Iron Bridge Ramp-Up. Given the rain and the shutdown recently they might not reach the guidance they stated. Given the"  
[X Link](https://x.com/tuvidux/status/1904360530220912944)  2025-03-25T02:31Z [----] followers, [---] engagements


"@eumesmoValue @evertonmgava @JaymeSimao Eu concordo mas o mercado penaliza as empresas de commodities que fazem isso"  
[X Link](https://x.com/tuvidux/status/1904633211474559460)  2025-03-25T20:35Z [---] followers, [--] engagements


"@YellowLabLife Given the current situation how would you play this spread difference and mining equities"  
[X Link](https://x.com/tuvidux/status/1904683447349616783)  2025-03-25T23:54Z [---] followers, [--] engagements


"Who bought the generational lows of Mineral Resorces $MIN $MIN.AX"  
[X Link](https://x.com/tuvidux/status/1905586475384680659)  2025-03-28T11:43Z [----] followers, [---] engagements


"@jlbraga E eu discordo veemente do mercado comprar Suzano ou Klabin"  
[X Link](https://x.com/tuvidux/status/1906080095334240728)  2025-03-29T20:24Z [---] followers, [---] engagements


"@BenniKim Glencore might have better ride"  
[X Link](https://x.com/tuvidux/status/1907554602754441567)  2025-04-02T22:03Z [---] followers, [--] engagements


"@BurggrabenH You are finally kinda bullish on Glencore"  
[X Link](https://x.com/tuvidux/status/1907567786496250095)  2025-04-02T22:56Z [---] followers, [--] engagements


"@_spacecoyote_ Mineral Resources time"  
[X Link](https://x.com/tuvidux/status/1907574691730010374)  2025-04-02T23:23Z [---] followers, [--] engagements


"China is Closed Miners in Australia going to shit Worth a quick option in $Vale Might do one in Mineral Resources as well Iron Ore Market is Strong despite PermaBears"  
[X Link](https://x.com/tuvidux/status/1907981318941552960)  2025-04-04T02:19Z [----] followers, [---] engagements

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