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[@AnalysisOp](/creator/twitter/AnalysisOp)
"#natgas production average for 2025 will be around lows XXX bcf/d using 'Range Rerources' $RRC data -until July- and @RealGasFundies data No net increase since Nov.2024. Big storage injections due to depressed demand. But increase in LNG demand is imminent plus Winter near"  
[X Link](https://x.com/AnalysisOp/status/1970251934306087246) [@AnalysisOp](/creator/x/AnalysisOp) 2025-09-22T22:20Z 1474 followers, 3487 engagements


"$FANG Yep that's how good it is 🔥"  
[X Link](https://x.com/AnalysisOp/status/1973494146330747253) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-01T21:04Z 1475 followers, XXX engagements


"@LNG_Investor_ LOOOL -XX% drop right now 😂😂 Well done $VG 👌🤣"  
[X Link](https://x.com/AnalysisOp/status/1976669543054684290) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-10T15:21Z 1475 followers, XXX engagements


"@qualtrim Because Revenue Growth has dropped a lot vs. 4-5 years ago Because net earnings has increased a lot but due to margins and who guarantees margins will continue growing You can be trapped in a company with only XX% net margins with a decreasing Revenue. $AMZN"  
[X Link](https://x.com/AnalysisOp/status/1978132093646364816) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-14T16:13Z 1475 followers, XXX engagements


"" $GOOGL is investing heavily to build out more TPUs and to increase capacity by third-party data providers so that they can actually run their cloud"🔥 "The value of the ad placed in AI mode will be much higher .as users provide more insights into what they are looking for""  
[X Link](https://x.com/AnalysisOp/status/1978822847049953482) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T13:58Z 1475 followers, XXX engagements


"Weekly #natgas Storage Report +80 bcf Only a bit above consensus and in line with 5Y-average but given the current mega bearish pressure that's a BAD report 🤷♀"  
[X Link](https://x.com/AnalysisOp/status/1978831227772645654) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T14:31Z 1475 followers, XXX engagements


"@RihardJarc I'm bullish $GOOGL but I don't agree about your statement of $NVDA . They are X different things and the Market is big enough (by FAR) What can be bearish it's for $AMZN though I'm also skeptic about it"  
[X Link](https://x.com/AnalysisOp/status/1978834148035830013) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T14:43Z 1475 followers, 1628 engagements


"@BlueFlameBlues Consensus now"  
[X Link](https://x.com/AnalysisOp/status/1978834938708275599) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T14:46Z 1475 followers, XXX engagements


"@QualityInvest5 As company (not talking about financials only as user/customer) I hate Reddsht even more than Nike"  
[X Link](https://x.com/AnalysisOp/status/1978859122775695534) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T16:22Z 1475 followers, XX engagements


"@BlueFlameBlues @lorn17 Will be much better. That has not taken into account the PV incursions during the Winter (those weeks can draw 40-50 bcf per week vs. 5Y-average)"  
[X Link](https://x.com/AnalysisOp/status/1979184486693708076) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-17T13:55Z 1475 followers, XX engagements


"'Devon Energy' "Two of the most critical things in Shale #Oil production is one electricity . and two is getting water away from location. I can tell you if you fail at either of those you're not getting oil away from the asset either" Take note $LB investors 😉"  
[X Link](https://x.com/AnalysisOp/status/1965044645773431062) [@AnalysisOp](/creator/x/AnalysisOp) 2025-09-08T13:28Z 1474 followers, 2293 engagements


""There will be opportunities to sell electricity into the wholesale markets and make a little extra money doing that" "Last month . Louisiana regulators approved utility Entergy Corp.s plan to build three #natgas plants to power $META s data center there" Source Bloomberg"  
[X Link](https://x.com/AnalysisOp/status/1969116474489901301) [@AnalysisOp](/creator/x/AnalysisOp) 2025-09-19T19:08Z 1475 followers, XXX engagements


""Train 1of Cheniere $LNG CCL Stage 3produced first LNG in Dec-2024 and reached substantial completion in Mar-2025 Train 2reached substantial completion in Aug-2025. One additional midscale train is expected to achieve substantial completion in 2025" Make #natgas Demand📈📈🫡"  
[X Link](https://x.com/AnalysisOp/status/1971248989208195186) [@AnalysisOp](/creator/x/AnalysisOp) 2025-09-25T16:22Z 1475 followers, XXX engagements


"'WiWynn' chairwoman Emily Hong: "AI server order visibility extends through 2027 with major customers $NVDA OpenAI $ORCL $GOOGL and $META continuing to ramp up investment in AI infrastructure" "The AI arms race has ONLY JUST BEGUN" 😱🔥🔥"  
[X Link](https://x.com/AnalysisOp/status/1973888144429994008) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-02T23:09Z 1474 followers, XXX engagements


"@WhiteTundraSG My God they have less reserves than $FANG 😱😬"  
[X Link](https://x.com/AnalysisOp/status/1975310539200102635) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-06T21:21Z 1475 followers, XXX engagements


"Interesting data 🧐 The "old" data centers must be upgraded for the new AI activity due to power limitations Will involve less dirty construction activity than to build from zero but will be intensive in specialized areas as electric power equipment etc"  
[X Link](https://x.com/AnalysisOp/status/1975970864442257754) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-08T17:05Z 1475 followers, XXX engagements


"SK Hynix DRC (HY9Hy) - Frankfurt Brse This HMB for AI is what the company want to x2 next year accounting for highs XX% of the total revenue 👀 Current P/E for 'SK Hynix' is XXXX (Q2-2025 results annualized extrapolated) while historic one BEFORE 2020 in the range 4-8"  
[X Link](https://x.com/AnalysisOp/status/1976661862822678776) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-10T14:51Z 1475 followers, XXX engagements


"@fiscal_ai Rather similar SK Hynix"  
[X Link](https://x.com/AnalysisOp/status/1977032282029600769) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-11T15:23Z 1475 followers, XXX engagements


"@Jukanlosreve The revenue increase for $MU is almost x2 the SK Hynix one 👀"  
[X Link](https://x.com/AnalysisOp/status/1978097303517876226) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-14T13:55Z 1475 followers, XXX engagements


"$GOOGL 💘 $DASH 🔥🔥 That association makes me to change my mind from an article I read the past week which said Waymo wanted to develop the tech to sell to third parties but wasn't interested in the own transportation business itself. Looks like it's really very interested🫡"  
[X Link](https://x.com/AnalysisOp/status/1978824123993166026) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T14:03Z 1475 followers, XXX engagements


"@Jukanlosreve That'd mean a SP of $XXX with a XX P/E 👀 $MU And the margins are a bit below what I've read talking about 70%. Imagine if the Market agrees to give the company a superior P/E (for the long-term) taking into consideration a new paradigm"  
[X Link](https://x.com/AnalysisOp/status/1978838534027895209) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T15:00Z 1474 followers, XXX engagements


"@StockMKTNewz @LeverageETFs $VG IPO guys are you ok Didn't you read my post posted BEFORE the IPO about the fair valuation for the company 😂😂🤷♀ #natgas LNG"  
[X Link](https://x.com/AnalysisOp/status/1978856803145293997) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T16:13Z 1475 followers, XXX engagements


"@TheRayMyers Where do you see $WYFI has orders for XXX MW I can't find anything in their website"  
[X Link](https://x.com/AnalysisOp/status/1978929831510171674) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T21:03Z 1475 followers, XXX engagements


"@fiscal_ai An still MGM Resorts has a very ugly EPS growth 😬 Though has getting better the last years"  
[X Link](https://x.com/AnalysisOp/status/1974872484152533047) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-05T16:21Z 1474 followers, XXX engagements


"@unusual_whales Imagine $WDC being the one that has increased the most in my portfolio today 😂😂👌"  
[X Link](https://x.com/AnalysisOp/status/1978559025319981247) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-15T20:30Z 1474 followers, XXX engagements


"@unusual_whales LOOOL 😂😂😂 Denmark is doing very well burning wood and labeling it as "green energy". That's very high ROI for the country. 🤣🤡🤡 Enjoy your retirement at zombie age"  
[X Link](https://x.com/AnalysisOp/status/1979197183145455917) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-17T14:45Z 1474 followers, XX engagements


"@vikramskr Bookmarked looks super interesting 🫡 (I hope it reinforces the bullishness for $WDC 😅)"  
[X Link](https://x.com/AnalysisOp/status/1979577182134436256) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T15:55Z 1474 followers, XX engagements


"@lapalmedesmers @AngelicaOung haha yep there the old guys also are rather ok but I don't know if the gap is so huge between workers and pensioners In any case its deficit is at very dangerous levels 😬"  
[X Link](https://x.com/AnalysisOp/status/1979654668008796195) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T21:03Z 1474 followers, XX engagements


"@CelsiusEnergyFM When cold starts (will it ever start 🥴) can happen this X things at the same time: - Golden Pass coming online - To produce above nameplate capacity (new trains of Venture Global can +40% ) So. we can dream about future XX bcf/d 🧐🤞"  
[X Link](https://x.com/AnalysisOp/status/1978467693796675957) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-15T14:27Z 1475 followers, XXX engagements


"@LNG_Investor_ Ummm. $VG to $X /sh again 😂😂😂 (I'd not buy not even at that price. I think 😈)"  
[X Link](https://x.com/AnalysisOp/status/1978470873343332398) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-15T14:39Z 1475 followers, XXX engagements


"@BlueFlameBlues And $VG not "to the moon" after hours 🥴 What happens here @LNG_Investor_"  
[X Link](https://x.com/AnalysisOp/status/1978939755518640171) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T21:42Z 1475 followers, XXX engagements


"@StockMKTNewz RIP $KO then 🙏"  
[X Link](https://x.com/AnalysisOp/status/1979200329674555821) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-17T14:58Z 1474 followers, XX engagements


"@rev_cap Hungary is doing something similar for years"  
[X Link](https://x.com/AnalysisOp/status/1979585051110379724) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T16:27Z 1474 followers, XX engagements


"@lngglobal $VG guys love to sell LNG in the spot market 😂😂 They are specialists in it 😉"  
[X Link](https://x.com/AnalysisOp/status/1979587452022247461) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T16:36Z 1475 followers, XX engagements


"$MU Didn't know Micron were building this monster factory in the State of New York 👀 "The megafab aims to produce one in four of all US-made semiconductors by 2030" 🔥🔥"  
[X Link](https://x.com/AnalysisOp/status/1979601193191231612) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T17:31Z 1475 followers, XXX engagements


"Criterion reiterates the possibility to get to XX bcf/d of #natgas demand for LNG by mid-Oct. 🔥👌"  
[X Link](https://x.com/AnalysisOp/status/1975921170600870251) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-08T13:48Z 1475 followers, XXX engagements


"@JamieHeard5 US natgas production holding XXX bcf/d for months and rigs added the past months are a laugh. I'd re-draw the 2026 forecast curve 😉"  
[X Link](https://x.com/AnalysisOp/status/1976679990566719794) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-10T16:03Z 1475 followers, XXX engagements


"Interesting article if you don't want to do a raw math by yourself. AI CapEx of $34T by year 2030 is financially POSSIBLE. Yes it will involve DEBT (evil word in this context) via bank debt and corporate bonds and the use of the Big Tech FCF to the limit but it's feasible"  
[X Link](https://x.com/AnalysisOp/status/1979581739678019760) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T16:14Z 1475 followers, XXX engagements


"@SusanSakmar @LNG_Investor_ It's estimated around $X B is needed after the Russian attacks. Don't know if the total amount will be served by $VG (I understand that not)"  
[X Link](https://x.com/AnalysisOp/status/1979652317013303800) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T20:54Z 1475 followers, XXX engagements


"@GringoInvesting I take it easy: every time Petrobras drops below $XX I buy a bit. It is my benchmark 😅"  
[X Link](https://x.com/AnalysisOp/status/1979653101453029443) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T20:57Z 1475 followers, XXX engagements


"I think it's necessary to repost this chart from time to time 😱📈📈📈 $WDC $STX"  
[X Link](https://x.com/AnalysisOp/status/1979672797929734474) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T22:15Z 1475 followers, XXX engagements


"@dnystedt $ASX with a +7% jump today 😅"  
[X Link](https://x.com/AnalysisOp/status/1978843969384526173) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T15:22Z 1475 followers, XX engagements


"@rwang07 And $ASX (see the jump today)"  
[X Link](https://x.com/AnalysisOp/status/1978847239259697446) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-16T15:35Z 1475 followers, XXX engagements


"Looks like the increase in Gold prices is not due to Central Banks hoarding the commodity like Montgomery Burns during war periods 🧐 $GLD $IGLD"  
[X Link](https://x.com/AnalysisOp/status/1979199142036439115) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-17T14:53Z 1475 followers, XXX engagements


"Advance computing/AI semiconductors supply chain is getting COMPLEX Looks like $TSM is becoming the boss not only in the most advanced processes (already was) but in the network of interrelated customers 2nd MOAT is starting"  
[X Link](https://x.com/AnalysisOp/status/1979261932344377610) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-17T19:03Z 1475 followers, XXX engagements


"AI startup 'Poolside' teams up with CoreWeave $CRWV for the development of a 2GW data center in West Texas built from smaller XXX MW #natgas turbine units 👀🔥🔥"  
[X Link](https://x.com/AnalysisOp/status/1979576167943340092) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-18T15:51Z 1475 followers, XXX engagements


"@qcapital2020 I hope you mean "nauseating" GOOD things 😬 Why do you comment it I've heard nothing lately Anyway for my European frens I posted a post about SK Hynix some weeks ago:"  
[X Link](https://x.com/AnalysisOp/status/1979985694375202929) [@AnalysisOp](/creator/x/AnalysisOp) 2025-10-19T18:59Z 1475 followers, XXX engagements