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[@kashyap286](/creator/twitter/kashyap286)
"If B2Gold $BTG $BTO.TO can dump Fekola on the balance sheet of a mid-tier producer the way they divested their Nicaraguan mines to Calibre Mining this company has tremendous upside. Industry gossip talks about how Agnico struggled to open up the Arctic TMAC struggled with Hope Bay etc but having covered Sabina Gold & Silver throughout my career at TDV and being intimately familiar with Back River I see the Goose mine as a company maker"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1939962663016034522) 2025-07-01 08:21:56 UTC 20.5K followers, 2352 engagements


"@nickz34 Why aren't you defending ThyssenKrupp Ticks all the boxes you like"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1946830114227982718) 2025-07-20 07:10:44 UTC 20.5K followers, XX engagements


"@stocks_fan101 Follow @DarioCpx he has done the work on other companies. Also @kakashiii111"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949892503496265762) 2025-07-28 17:59:34 UTC 20.5K followers, XX engagements


"@OlesenPanduro Sure. And unicorn farts can power internal combustion engines"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949903189811056936) 2025-07-28 18:42:02 UTC 20.5K followers, XX engagements


"ThyssenKrupp is one of the greatest companies in the history of Germany and provider of the most indisputably important ships submarine parts armaments and trucks ever built by the Nazi regime. Amazing company with the best engineering team in the history of German industry. If I criticise ThyssenKrupp for using slave labor will you say I'm wrong because they got away with it for X years"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1946805004339183964) 2025-07-20 05:30:57 UTC 20.5K followers, XX engagements


"Celebrity analyst Dan Ives is calling for both $NVDA and $MSFT to hit $X trillion in market cap says the tech bull market is still in its early stages. Of course he would say that. Ives used his celebrity status to launch the Dan Ives Wedbush AI Revolution ETF $IVES last month. The ETF has already gathered $XXX million in NAV. Investors are so caught up in this AI mania they forget valuations always mean revert. $CSCO never did make it to the $X trillion market cap. And the Fed isn't printing enough to levitate AI stocks any further. Dan Ives' predictions are going to become as (in)famous as"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1950103212943376696) 2025-07-29 07:56:51 UTC 20.5K followers, 2762 engagements


"@stocks_fan101 @DarioCpx @kakashiii111 Didn't EY support the Wirecard fraud for XX years Name dropping EY isn't exactly helping you here"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949899511649735165) 2025-07-28 18:27:25 UTC 20.5K followers, XX engagements


"After successfully steamrolling over Slovakia and Hungary the EU added more sanctions on Russian energy. With oil below the previous $60/bbl price cap Greek shippers have been making bank transporting Russian crude. The new price cap of $47.6/bbl ends this lucrative trade and/or pushes more tankers into the shadow fleet. Net impact: higher energy prices for EU residents lower oil import costs for China and India. Taking it a step further the EU has now sanctioned a refinery in India because it is part owned by Rosneft. How will India respond "Europe has to grow out of the mindset that its"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1946443031416291723) 2025-07-19 05:32:36 UTC 20.5K followers, 1467 engagements


"Aussie rare earth miner Lynas Corp $LYC.AX $LYSDY has put in a bottom and turned on both the daily and weekly timeframe. The catalyst was a license extension allowing it to operate its Malaysian processing facility until March 2026"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1717054594692317349) 2023-10-25 05:44:51 UTC 20.5K followers, XXX engagements


"Mike Novogratz's Galaxy Digital $GLXY recently helped a 2011 bitcoin whale offload 80000 bitcoins for $X billion. Did a bitcoin bug and true believer really HODL for all these years Most likely explanation: these were ill-gotten gains and the hacker was waiting for a crypto-friendly administration so they could cash out without triggering an investigation. Bitcoin bugs like to say bitcoin is decentralized and anonymous. But the very fact that someone waited so long to sell their stolen coins and needed an institutional trading desk to handle the sale belies the anonymity claim. Bitcoin"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949371675520143847) 2025-07-27 07:29:59 UTC 20.5K followers, 4774 engagements


"@PauloMacro Or Powell starts printing and saves his job. He bailed out $SIVB going against precedent and the FDIC rulebook. He cut XX bps in September in a last ditch attempt to support Biden. He tapered QE after Trump threatened his job"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1912729327872901541) 2025-04-17 04:46:23 UTC 20.5K followers, 3216 engagements


"@realEstateTrent Bitcoin crashing will be very positive for the world. It'll turn speculators into investors and make people start valuing stuff like cash flows. Even in the crypto world it'll help the innovators attract capital as ideas and technology will matter more than token price"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949472587467374722) 2025-07-27 14:10:58 UTC 20.5K followers, 1823 engagements


"FedEx the leader in overnighting office documents was losing revenue to fax machines in 1984. So they came up with the idea of faxing documents to FedEx offices near the customer location. The service called ZapMail failed because offices simply got their own fax machines and didn't need the FedEx fax machine network. As Dario is pointing out here hyperscalers have behaved like FedEx in dealing with this new technology. The value isn't in splurging on acquiring GPUs and data center capacity. Most users don't need to "rent" GPUs by the hour from hyperscalers when DeepSeek on Apple M1 is just"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949718663491121578) 2025-07-28 06:28:48 UTC 20.5K followers, 14.7K engagements


"Im going to make a new deadline of about XX or XX days from today Trump told reporters during a meeting with British Prime Minister Keir Starmer. Theres no reason in waiting. We just dont see any progress being made. Let's look at the timeline of events here: In 2013 Ukraine President Viktor Yanukovych refused to sign a free trade agreement with the EU because Russia offered a better deal. In response there was a bloody coup (renamed the Maidan revolution) which saw the overthrow of the President. Victoria Nuland US Assistant Secretary of State for European and Eurasian Affairs was spotted"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949892270309937639) 2025-07-28 17:58:39 UTC 20.5K followers, 5147 engagements


"US LNG names are soaring on the EU deal news. But LNG is also a victim of tariffs. Venture Global $VG for example needs to import pre-fabricated modules from Italy and the XX% tariffs will add to construction capex and lower the IRR on CP2"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949915995046629439) 2025-07-28 19:32:55 UTC 20.5K followers, 1529 engagements


"10 fruitful years with $IBKR. The first stock I ever bought was Yamana Gold. My portfolio was XXX% invested in gold stocks uranium stocks physical platinum and palladium. My day job was responding to RFPs for UK and CE insurance clients. My former colleagues thought I was nuts for wanting to switch careers and go into something where my prior experience had zero value. I had no in. No plan. I took risks the way only a 20-something can take risks. Thanks to my MBA degree I could afford to fall on my ass and get back to corporate life if it didn't work out. Lucky for me it did. And it remains"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1912879100630335948) 2025-04-17 14:41:31 UTC 20.5K followers, 2453 engagements


"I'm reading a fascinating report by David Bahnsen. He points out that total industrial production in the US hasn't declined. So why does it feel like America has de-industrialized The next chart offers a clue. Manufacturing isn't even XX% of US GDP By contrast manufacturing is XX% of China's GDP. The US economy is being driven by financialization and overconsumption of cheap imports subsidized by China. Financialization and overconsumption are two sides of the same coin. A better phrase for it is capital account surplus and trade deficit. Attack the trade deficit you attack the capital"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1950056939364245995) 2025-07-29 04:52:59 UTC 20.5K followers, 1989 engagements


"@stocks_fan101 @DarioCpx @kakashiii111 Didn't EY cover up the Wirecard fraud for XX years Why do you hold PwC to different standards than your own previous employer Incidentally look up how long PwC turned a blind eye to accounting fraud at Satyam Computer"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949900878452015193) 2025-07-28 18:32:51 UTC 20.5K followers, XX engagements


"@stocks_fan101 @DarioCpx @kakashiii111 I'm not playing games. I'm uncovering fraud. If you're a real auditor you should try it sometime"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949902783853056448) 2025-07-28 18:40:25 UTC 20.5K followers, XX engagements


"Why So $NVDA can book revenue on the last day of the quarter to beat guidance. The fraud is so blatant they aren't even attempting to hide it anymore"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949842903926227095) 2025-07-28 14:42:29 UTC 20.5K followers, 3168 engagements


"@TheVladCostea USDT. There's no longer a need for bitcoin since its function can be replicated using USDT on TON/Solana. The next bitcoin would have only speculative value and will need XX years to build a cult following. A better question would be: what's the next 100x idea in crypto"  
![@kashyap286 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1562962842.png) [@kashyap286](/creator/x/kashyap286) on [X](/post/tweet/1949715659450966312) 2025-07-28 06:16:51 UTC 20.5K followers, XXX engagements