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[@AdamSmithBurner](/creator/twitter/AdamSmithBurner)
"Out of $USAR yesterday on the bounce moved to $AMZN through earnings at end of the month. No conviction just vibes"  
[X Link](https://x.com/AdamSmithBurner/status/1980706489280160138) [@AdamSmithBurner](/creator/x/AdamSmithBurner) 2025-10-21T18:43Z XX followers, XXX engagements


"$USAR not named in US-Australia deal seems like major blow to the narrative. How many more rare earth deals will the administration be making before moving on to nationalizing a different sector"  
[X Link](https://x.com/AdamSmithBurner/status/1980710879189692482) [@AdamSmithBurner](/creator/x/AdamSmithBurner) 2025-10-21T19:00Z XX followers, XXX engagements


"Seems much more likely a deal with China gets done and any investment in domestic mining will only be a drop in the bucket compared to Chinas refining capacity"  
[X Link](https://x.com/AdamSmithBurner/status/1980711095737487733) [@AdamSmithBurner](/creator/x/AdamSmithBurner) 2025-10-21T19:01Z XX followers, XX engagements


"$MP some pullback after seemingly pricing in absolute perfection for the next few years. Seems like only legit long play out of the rare earths"  
[X Link](https://x.com/AdamSmithBurner/status/1980710758389543368) [@AdamSmithBurner](/creator/x/AdamSmithBurner) 2025-10-21T19:00Z XX followers, XXX engagements


"$GOOG YouTube X have their issues but any competitor will take years to decades to compete all for the same reason. People are reluctant to change and everyone is already using their services"  
[X Link](https://x.com/AdamSmithBurner/status/1980720334790897853) [@AdamSmithBurner](/creator/x/AdamSmithBurner) 2025-10-21T19:38Z XX followers, XX engagements


"Fuck off $GOOG"  
[X Link](https://x.com/AdamSmithBurner/status/1980766572668153991) [@AdamSmithBurner](/creator/x/AdamSmithBurner) 2025-10-21T22:42Z XX followers, XXX engagements


"$LEU -XX% $OKLO -XXXX% $TMQ -XX% $RKLB -XX% $USAR -XX% $ASTS -XXXX% $HOOD -X% No crying in the casino"  
[X Link](https://x.com/AdamSmithBurner/status/1981055400868007945) [@AdamSmithBurner](/creator/x/AdamSmithBurner) 2025-10-22T17:49Z XX followers, XXX engagements


"I want to buy into the $FSLR narrative with energy prices increasing but I just dont see the current admin coming around"  
[X Link](https://x.com/AdamSmithBurner/status/1981407407587881197) [@AdamSmithBurner](/creator/x/AdamSmithBurner) 2025-10-23T17:08Z XX followers, XX engagements