LunarCrush LLM | creator/twitter::1208424232603934720/posts

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[@JohnInWLA](/creator/twitter/JohnInWLA)
"Correcting in 3rd paragraph: naked puts not naked calls. The rare earth critical minerals sector is selling off hard today and yesterday after becoming badly over extended by hot & momo money. Feels over sold idk. Interested if you or the other illuminaries on mintwit are buying and what🤔 My favorite is $UURAF cause it's building a refinery the vital link in missing Western supply chains. Started at $X the company told me capex is estimated at $80M a drop in the bucket for Trump JPM Trump buddies. Not talking my book; sharing to get a thread going with 💪input. Also selling high premium"  
[X Link](https://x.com/JohnInWLA/status/1978897671525142681) [@JohnInWLA](/creator/x/JohnInWLA) 2025-10-16T18:55Z XXX followers, XX engagements


"Rick rule a credit analyst by training has raised this issue as an under-rated risk to the western financial system and a reason he owns gold. Many investors have been sold these "high yield" funds comprised of ILLIQUID junk or low rated bonds. When an above average number of the funds' shareholders decide to sell at once (e.g. due to extended broad market selloff or geopolitical threat or sudden rise in yields or HEADLINES LIKE YOU POSTED -- the fund must sell its assets into a market with gew to no bids. This quickly guts the fund's NAV as its manager may sell a position at half or less the"  
[X Link](https://x.com/JohnInWLA/status/1979307801236431282) [@JohnInWLA](/creator/x/JohnInWLA) 2025-10-17T22:05Z XXX followers, XX engagements


"@SemperVigilant1 Can you hold your breath until $NEM reports Q3 It'll spark dawn of a new miner revaluation era w miners making new ATHs. Thanks I bot a starter on aem. Greatest risk aside from PM prices is WS has come to expect AEM EPS miracles every quarter"  
[X Link](https://x.com/JohnInWLA/status/1976368525469258225) [@JohnInWLA](/creator/x/JohnInWLA) 2025-10-09T19:25Z XXX followers, XXX engagements


"@DonDurrett Producers' 3Q-25 quarterly EPS reports 🌋 4Q FCF gets pulled higher still on record gold and lower energy costs. $NEM ignites the powder keg next week"  
[X Link](https://x.com/JohnInWLA/status/1979699264747139377) [@JohnInWLA](/creator/x/JohnInWLA) 2025-10-19T00:01Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@JohnInWLA "Correcting in 3rd paragraph: naked puts not naked calls. The rare earth critical minerals sector is selling off hard today and yesterday after becoming badly over extended by hot & momo money. Feels over sold idk. Interested if you or the other illuminaries on mintwit are buying and what🤔 My favorite is $UURAF cause it's building a refinery the vital link in missing Western supply chains. Started at $X the company told me capex is estimated at $80M a drop in the bucket for Trump JPM Trump buddies. Not talking my book; sharing to get a thread going with 💪input. Also selling high premium"
X Link @JohnInWLA 2025-10-16T18:55Z XXX followers, XX engagements

"Rick rule a credit analyst by training has raised this issue as an under-rated risk to the western financial system and a reason he owns gold. Many investors have been sold these "high yield" funds comprised of ILLIQUID junk or low rated bonds. When an above average number of the funds' shareholders decide to sell at once (e.g. due to extended broad market selloff or geopolitical threat or sudden rise in yields or HEADLINES LIKE YOU POSTED -- the fund must sell its assets into a market with gew to no bids. This quickly guts the fund's NAV as its manager may sell a position at half or less the"
X Link @JohnInWLA 2025-10-17T22:05Z XXX followers, XX engagements

"@SemperVigilant1 Can you hold your breath until $NEM reports Q3 It'll spark dawn of a new miner revaluation era w miners making new ATHs. Thanks I bot a starter on aem. Greatest risk aside from PM prices is WS has come to expect AEM EPS miracles every quarter"
X Link @JohnInWLA 2025-10-09T19:25Z XXX followers, XXX engagements

"@DonDurrett Producers' 3Q-25 quarterly EPS reports 🌋 4Q FCF gets pulled higher still on record gold and lower energy costs. $NEM ignites the powder keg next week"
X Link @JohnInWLA 2025-10-19T00:01Z XXX followers, XXX engagements