[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.] [@SFarringtonBKC](/creator/twitter/SFarringtonBKC) "Small cap growth has you for X months X months You're going nowhere" [X Link](https://x.com/SFarringtonBKC/status/1978934061545492522) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-16T21:20Z 6173 followers, 2019 engagements "@irbezek @optionsly Is $NU taking marketshare from $CIB" [X Link](https://x.com/SFarringtonBKC/status/1962680983410430047) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-09-02T00:56Z 6173 followers, XXX engagements "@StockNews690137 I just got off a zoom call with the $ABL CEO. I am so bulled up right now. Writeup coming out early next week" [X Link](https://x.com/SFarringtonBKC/status/1979256578311061868) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T18:41Z 6173 followers, 1435 engagements "Crypto Thunderdome: FRMO $FRMO vs KR1 Plc $KROEF $KR1.AQ" [X Link](https://x.com/SFarringtonBKC/status/1857408216508068139) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2024-11-15T13:00Z 6174 followers, 1210 engagements "@LogicalThesis @PantexCap @ZaStocks My silver tsunani thesis in X parts $ABL $FOA $JXN. Life settlements reverse mortgages variable annuities" [X Link](https://x.com/SFarringtonBKC/status/1959619069570617453) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-08-24T14:09Z 6174 followers, XXX engagements "Objection Which Litigation Finance Firm is Superior Sustained: Burford Capital $BUR Vs. Manolete Partners $MANO.L" [X Link](https://x.com/SFarringtonBKC/status/1959909294091989433) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-08-25T09:22Z 6172 followers, 10.3K engagements "@EvanBleker Hey thank you for sharing that. If you ever want me on as a guest to talk about the Silver Tsunami stocks $FOA $ABL $JXN let me know" [X Link](https://x.com/SFarringtonBKC/status/1959992210914460142) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-08-25T14:52Z 6172 followers, XXX engagements "$ABL back over $X. Short report now officially refuted by buyers" [X Link](https://x.com/SFarringtonBKC/status/1961073427185332593) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-08-28T14:28Z 6174 followers, 3527 engagements "Im not going to write it up because I focus on small caps and sometimes a midcap but Hormel $HRL has room to double if their cost saving initiatives are successful they have XX years of dividend growth they dont want to screw up and the current yield is 4.56%" [X Link](https://x.com/SFarringtonBKC/status/1962374433001144332) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-09-01T04:38Z 6174 followers, 13.5K engagements "Offshores Bogus Journey Turning Into Our Excellent Adventure $RIG $VAL $NE $SDRL" [X Link](https://x.com/SFarringtonBKC/status/1964974940576526758) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-09-08T08:51Z 6171 followers, 14.6K engagements "@marketplunger1 Valeura is my favorite. Vermilion is my most hated bag. Writeups on both on my stack" [X Link](https://x.com/SFarringtonBKC/status/1965070148928430214) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-09-08T15:10Z 6169 followers, 2141 engagements "Abacus Global Management Update $ABL (Paywalled)" [X Link](https://x.com/SFarringtonBKC/status/1967143239628321072) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-09-14T08:27Z 6174 followers, 2149 engagements "The Structure of a Commodity SupercycleMaybe. Taseko Mines $TGB After the huge rally in $HBM I have a new favorite junior copper miner" [X Link](https://x.com/SFarringtonBKC/status/1967939907084808290) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-09-16T13:13Z 6171 followers, 3904 engagements "@marketswiithmay Welcome to the silver tsunami thesis How boomers manage their $XX trillion as they shake off these mortal coils $JXN $ABL $FOA" [X Link](https://x.com/SFarringtonBKC/status/1968083315354898941) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-09-16T22:43Z 6174 followers, XXX engagements "If $DOUG holds above $X no technical resistance until $5" [X Link](https://x.com/SFarringtonBKC/status/1968685238353109114) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-09-18T14:35Z 6174 followers, 2238 engagements "@aresearchguy Hooker Furnishings $HOFT JAKKS Pacific $JAKK El Cresud $CRESY Intrepid Potash $IPI and my three silver tsunami stocks $FOA $ABL and $JXN. Writeups on my stack" [X Link](https://x.com/SFarringtonBKC/status/1972651789494390794) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-09-29T13:16Z 6171 followers, XXX engagements "@StockNews690137 ❤ $ABL" [X Link](https://x.com/SFarringtonBKC/status/1973408221072134485) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-01T15:22Z 6171 followers, XXX engagements "Well-Rounded investment thesis Firmly grounded in fundamentals I Support the marketing campaign it should Uplift the stock price Gravity Defying optimism for $CROX" [X Link](https://x.com/SFarringtonBKC/status/1973417058651304415) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-01T15:57Z 6171 followers, 19.2K engagements "@EarningsB4Hugs @Durk46415509 Crocs and HeyDude are the same company $CROX. HeyDude is perceived to have been a bad acquisition. If it performs well 🚀🌙" [X Link](https://x.com/SFarringtonBKC/status/1973441343335833754) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-01T17:34Z 6171 followers, XXX engagements "@valuedontlie I've got writeups on $JAKK and $CROX no paywalls on them. Both at good prices here" [X Link](https://x.com/SFarringtonBKC/status/1973912125585195379) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-03T00:44Z 6171 followers, XXX engagements "@fejau_inc I'm impressed that one doesn't show signs of information leak. $ABL gaining XX% friday before announcing an acquisition on Monday is sus" [X Link](https://x.com/SFarringtonBKC/status/1975314730752614601) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-06T21:38Z 6171 followers, 10.8K engagements "@SmallCapKing2 The stuffy nose argument is an $AQST talking point with very little merit" [X Link](https://x.com/SFarringtonBKC/status/1976306550592463234) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-09T15:19Z 6173 followers, XXX engagements "@AscendingBio @SmallCapKing2 What do you think of $SPRY's challenge to $AQST's no adcom ruling" [X Link](https://x.com/SFarringtonBKC/status/1976341920831119754) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-09T17:40Z 6173 followers, XXX engagements "@Kevin_AGraham I've held $VET so long now it finally looks good" [X Link](https://x.com/SFarringtonBKC/status/1976439723024679313) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-10T00:08Z 6174 followers, XXX engagements "@taobanker Now do HeyDude :(" [X Link](https://x.com/SFarringtonBKC/status/1976624797242003641) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-10T12:24Z 6171 followers, XXX engagements "The market crash on Friday was a fartcoin liquidation event or "Shart Squeeze" therefore I will be referring to Oct 10th 2025 as "Brown Friday." Thank you for your attention to this matter" [X Link](https://x.com/SFarringtonBKC/status/1977004833782874554) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-11T13:34Z 6173 followers, 19.4K engagements "What I'm Buying This Week 10/11/2025 (Paywalled Video) Brown Friday Edition" [X Link](https://x.com/SFarringtonBKC/status/1977105176315187534) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-11T20:13Z 6173 followers, 8299 engagements "My $CRESY and $IRS gonna print" [X Link](https://x.com/SFarringtonBKC/status/1977423546096722367) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-12T17:18Z 6171 followers, 2807 engagements "The Uranium Tourist Guide Part V: Solstice Advanced Materials $SOLS Also an update for those of you who bought $LEU with me on July 25th 2024 it's already a ten bagger" [X Link](https://x.com/SFarringtonBKC/status/1977622771766304970) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-13T06:29Z 6173 followers, 5646 engagements "@George_Dubs_ @Private_TryHard Fair counterpoint. But at the same time I'm not including any return of capital. 45000 new showrooms and a rate cutting cycle are big happenings" [X Link](https://x.com/SFarringtonBKC/status/1977869106763239499) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-13T22:48Z 6146 followers, XX engagements "Most shorted doesn't have to outperform the S&P XXX. It has to underperform the Mag X because it is providing leverage to long / short funds to buy the Mag X. As soon as the Mag X stop grinding higher the short closing will be righteous. Until then companies need idiosyncratic fundamental improvements to go up in share price and even then often their multiples compress along the way" [X Link](https://x.com/SFarringtonBKC/status/1978229214848467026) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-14T22:39Z 6171 followers, XXX engagements "@basilialukos $PTLO $ACDC $NFE maybe $ABL" [X Link](https://x.com/SFarringtonBKC/status/1978324005435158760) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-15T04:56Z 6174 followers, XXX engagements "The Revenge of Cathie Wood: PowerFleet Update $AIOT Will small software catch some froth in this market" [X Link](https://x.com/SFarringtonBKC/status/1978378465133944937) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-15T08:32Z 6174 followers, 1717 engagements "I bought a tiny bit of $SOC. My instincts and timing are terrible. I'm probably a contra indicator" [X Link](https://x.com/SFarringtonBKC/status/1978476454900900073) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-15T15:01Z 6171 followers, 5415 engagements "@HorribleDisgust Writeup on my stack" [X Link](https://x.com/SFarringtonBKC/status/1978534016786547040) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-15T18:50Z 6140 followers, XXX engagements "@SayNoToTrading I have a writeup on my stack regarding the $SOLS spinoff. Their ConverDyn asset is comparable to $LEU in revenue in the nuclear space. But chemicals can't catch a bid right now. My best guess is $SOLS trades down after spinoff. I could be wrong :D" [X Link](https://x.com/SFarringtonBKC/status/1978582723586351585) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-15T22:04Z 6143 followers, XXX engagements "@Nirvana12319 @HorribleDisgust The newly named options will give you some $SOLS shares after Oct 31st. But the $HON remainco will be a much larger piece of those options. Might be better to wait until after Oct 31st. Only if you think $SOLS rallies hard immediately which I don't expect but I have no idea" [X Link](https://x.com/SFarringtonBKC/status/1978583157575143847) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-15T22:05Z 6174 followers, XXX engagements "@Nirvana12319 @HorribleDisgust I don't know if $SOLS will pop. Chemicals can't catch a bid. $HON at forward PE of XX closest direct comparison to $SOLS would be $CC at forward PE of X. But XX% of $SOLS is like $LEU at a forward PE of XX LMFAO. Who knows what the market will do" [X Link](https://x.com/SFarringtonBKC/status/1978584563552043129) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-15T22:11Z 6169 followers, XXX engagements "Trump says we're in a trade war. Bessent says we need to give emergency powers. If Lutnick asks if I've ever heard the story of Darth Plagueis the Wise I'm going to short any company with a high midichlorian count" [X Link](https://x.com/SFarringtonBKC/status/1978606184325136654) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-15T23:37Z 6143 followers, 1627 engagements "@shmilylt @Nirvana12319 @HorribleDisgust There has been a conglomerate discount. This market wants pure plays" [X Link](https://x.com/SFarringtonBKC/status/1978618170685472827) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-16T00:25Z 6174 followers, XX engagements "@HorribleDisgust @shmilylt @Nirvana12319 I think $HON aerospace and automation will both rally hard. But chemicals is hated more than healthcare right now" [X Link](https://x.com/SFarringtonBKC/status/1978619679905108312) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-16T00:31Z 6174 followers, XXX engagements "The banks went through their assets after Tricolor and First Brands and all $ZION could find was one bad $XX million loan on an $XX billion asset base. If people appreciated how good that was the market would be rallying" [X Link](https://x.com/SFarringtonBKC/status/1978898117501112542) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-16T18:57Z 6173 followers, 39.3K engagements "This is the price small cap value pays for underperforming" [X Link](https://x.com/SFarringtonBKC/status/1978933118720467170) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-16T21:16Z 6172 followers, 2673 engagements "@ChrisSanso20291 Followed back DMs should work" [X Link](https://x.com/SFarringtonBKC/status/1978941195020624125) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-16T21:48Z 6174 followers, XX engagements "@deyhatemetoo If this stuff was connected to illegal immigrants not paying their credit cards when they get deported or their auto loans maybe. It's hard for fraud to be widespread in industrials unless we really did become the 3rd world and nobody noticed" [X Link](https://x.com/SFarringtonBKC/status/1978946708630294808) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-16T22:10Z 6173 followers, XX engagements "@OrdJFellow That's what I've been saying An extra $XXX billion if the Fed resumes remitting interest payments back to the treasury" [X Link](https://x.com/SFarringtonBKC/status/1978953319373504866) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-16T22:36Z 6173 followers, XX engagements "@StockNews690137 What to write up tonight Macro piece about the banking crisis or $VERI Brew a pot of coffee and do both" [X Link](https://x.com/SFarringtonBKC/status/1978979430098669704) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T00:20Z 6173 followers, XXX engagements "@WillOHara131 Just for an example $ZION which sold off today found a $XX million problem. They have $XXX million loan loss reserves and $XXX million trailing twelve month net income. ABS and office CRE are small slices of a banks balance sheet. Consumer loans and mortgages are strong" [X Link](https://x.com/SFarringtonBKC/status/1979098496721445192) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T08:13Z 6175 followers, XXX engagements "Financial Crisis Fiscal Stability & Green Stocks on Red Days" [X Link](https://x.com/SFarringtonBKC/status/1979112629290381818) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T09:09Z 6173 followers, 2680 engagements "@siyul Dimon wants to buy your banks on the cheap from the FDIC lol" [X Link](https://x.com/SFarringtonBKC/status/1979161098877116828) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T12:22Z 6174 followers, XXX engagements "@JC_ParetsX Jamie Dimon wants to buy those banks cheap from the FDIC" [X Link](https://x.com/SFarringtonBKC/status/1979220610082394120) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T16:19Z 6172 followers, XXX engagements "@marketswithmay @br0n_yr_aur He's creating panic to try and buy banks from the FDIC. Total scoundrel tar and feather him" [X Link](https://x.com/SFarringtonBKC/status/1979224795280560612) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T16:35Z 6171 followers, XXX engagements "@contrarcap It's almost like capital is allocated to the most urgent use. Is there a profession that studies this phenomenon at Harvard What would such a profession even be called" [X Link](https://x.com/SFarringtonBKC/status/1979257907947430383) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T18:47Z 6171 followers, XXX engagements "@PantexCap @LogicalThesis @StockNews690137 💯🎯 They don't have the same private credit problems as subprime auto loans but the quant factors make things sell off together" [X Link](https://x.com/SFarringtonBKC/status/1979278526525141294) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T20:09Z 6171 followers, XXX engagements "@dolores_capital @Greenbackd The AI revolution will cause the downfall. They are no longer capital light and no longer need to trade at a XX PE. Meanwhile AI will be a commodity that will benefit small and mid cap earnings. Petrobras just proved this out by hiring Palantir" [X Link](https://x.com/SFarringtonBKC/status/1979280031043014742) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T20:15Z 6173 followers, XX engagements "@PattaTrades Five generations in ten years Are we dogs" [X Link](https://x.com/SFarringtonBKC/status/1979285406727196787) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T20:36Z 6172 followers, 1690 engagements "@atelicinvest The narrative will crack for a time maybe six months maybe more. Then companies will crush earnings based on new AI tools and the market will believe again" [X Link](https://x.com/SFarringtonBKC/status/1979302952129933323) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-17T21:46Z 6174 followers, XXX engagements "@CaptainRoyen You have to go month by month February through September. No AI would help me I had to do it manually. In fact Gemini and ChatGPT tried to gaslight me when I asked them" [X Link](https://x.com/SFarringtonBKC/status/1979519644378763754) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-18T12:07Z 6171 followers, XX engagements "One of my fellow substack writers had a piece about two companies that benefit from rebuilding the beef herd and now I can't find it. Can anyone hook me up with the link Thank you in advance" [X Link](https://x.com/SFarringtonBKC/status/1979524715287912833) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-18T12:27Z 6173 followers, 6265 engagements "@BowTiedMara I love the Dr. Seuss pointer from Dollar Tree" [X Link](https://x.com/SFarringtonBKC/status/1979529496463306906) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-18T12:46Z 6172 followers, XXX engagements "@nuancerocket some loans go bad it's just a part of banking. Hence $ZION's $XXX million loan loss reserve" [X Link](https://x.com/SFarringtonBKC/status/1979536608538808472) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-18T13:14Z 6173 followers, XXX engagements "@chitchatstocks @fiscal_ai How much exposure to sub prime auto loans do they have Asking honestly no snark intended" [X Link](https://x.com/SFarringtonBKC/status/1979591259884052982) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-18T16:51Z 6172 followers, XXX engagements "@LionheartInves1 I got burned by $RILY and $NFE but $LEU was a 10x and $FOA was a 5x. The equal weight is still pretty good" [X Link](https://x.com/SFarringtonBKC/status/1979620567402586617) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-18T18:48Z 6173 followers, XXX engagements "@valuedontlie Writeup on my stack. You had to own$HON on last Friday to receive the spinoff. Now you have to buy $SOLS on Oct 31st" [X Link](https://x.com/SFarringtonBKC/status/1979633869738701217) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-18T19:41Z 6173 followers, XXX engagements "@algoflows I'm still here but it can be hard to find names withbgood implied volatility that I wouldn't mind being assigned" [X Link](https://x.com/SFarringtonBKC/status/1979687973240422809) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-18T23:16Z 6173 followers, XXX engagements "@jktadave LOL no I got on the topic organically. Ag stocks are my white whale I never find one I like but I always look" [X Link](https://x.com/SFarringtonBKC/status/1979895905273925756) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-19T13:02Z 6171 followers, XX engagements "@blondesnmoney The thing that broke is data on the shrinking deficit went mainstream" [X Link](https://x.com/SFarringtonBKC/status/1979990351621263554) [@SFarringtonBKC](/creator/x/SFarringtonBKC) 2025-10-19T19:17Z 6173 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.]
@SFarringtonBKC
"Small cap growth has you for X months X months You're going nowhere"
X Link @SFarringtonBKC 2025-10-16T21:20Z 6173 followers, 2019 engagements
"@irbezek @optionsly Is $NU taking marketshare from $CIB"
X Link @SFarringtonBKC 2025-09-02T00:56Z 6173 followers, XXX engagements
"@StockNews690137 I just got off a zoom call with the $ABL CEO. I am so bulled up right now. Writeup coming out early next week"
X Link @SFarringtonBKC 2025-10-17T18:41Z 6173 followers, 1435 engagements
"Crypto Thunderdome: FRMO $FRMO vs KR1 Plc $KROEF $KR1.AQ"
X Link @SFarringtonBKC 2024-11-15T13:00Z 6174 followers, 1210 engagements
"@LogicalThesis @PantexCap @ZaStocks My silver tsunani thesis in X parts $ABL $FOA $JXN. Life settlements reverse mortgages variable annuities"
X Link @SFarringtonBKC 2025-08-24T14:09Z 6174 followers, XXX engagements
"Objection Which Litigation Finance Firm is Superior Sustained: Burford Capital $BUR Vs. Manolete Partners $MANO.L"
X Link @SFarringtonBKC 2025-08-25T09:22Z 6172 followers, 10.3K engagements
"@EvanBleker Hey thank you for sharing that. If you ever want me on as a guest to talk about the Silver Tsunami stocks $FOA $ABL $JXN let me know"
X Link @SFarringtonBKC 2025-08-25T14:52Z 6172 followers, XXX engagements
"$ABL back over $X. Short report now officially refuted by buyers"
X Link @SFarringtonBKC 2025-08-28T14:28Z 6174 followers, 3527 engagements
"Im not going to write it up because I focus on small caps and sometimes a midcap but Hormel $HRL has room to double if their cost saving initiatives are successful they have XX years of dividend growth they dont want to screw up and the current yield is 4.56%"
X Link @SFarringtonBKC 2025-09-01T04:38Z 6174 followers, 13.5K engagements
"Offshores Bogus Journey Turning Into Our Excellent Adventure $RIG $VAL $NE $SDRL"
X Link @SFarringtonBKC 2025-09-08T08:51Z 6171 followers, 14.6K engagements
"@marketplunger1 Valeura is my favorite. Vermilion is my most hated bag. Writeups on both on my stack"
X Link @SFarringtonBKC 2025-09-08T15:10Z 6169 followers, 2141 engagements
"Abacus Global Management Update $ABL (Paywalled)"
X Link @SFarringtonBKC 2025-09-14T08:27Z 6174 followers, 2149 engagements
"The Structure of a Commodity SupercycleMaybe. Taseko Mines $TGB After the huge rally in $HBM I have a new favorite junior copper miner"
X Link @SFarringtonBKC 2025-09-16T13:13Z 6171 followers, 3904 engagements
"@marketswiithmay Welcome to the silver tsunami thesis How boomers manage their $XX trillion as they shake off these mortal coils $JXN $ABL $FOA"
X Link @SFarringtonBKC 2025-09-16T22:43Z 6174 followers, XXX engagements
"If $DOUG holds above $X no technical resistance until $5"
X Link @SFarringtonBKC 2025-09-18T14:35Z 6174 followers, 2238 engagements
"@aresearchguy Hooker Furnishings $HOFT JAKKS Pacific $JAKK El Cresud $CRESY Intrepid Potash $IPI and my three silver tsunami stocks $FOA $ABL and $JXN. Writeups on my stack"
X Link @SFarringtonBKC 2025-09-29T13:16Z 6171 followers, XXX engagements
"@StockNews690137 ❤ $ABL"
X Link @SFarringtonBKC 2025-10-01T15:22Z 6171 followers, XXX engagements
"Well-Rounded investment thesis Firmly grounded in fundamentals I Support the marketing campaign it should Uplift the stock price Gravity Defying optimism for $CROX"
X Link @SFarringtonBKC 2025-10-01T15:57Z 6171 followers, 19.2K engagements
"@EarningsB4Hugs @Durk46415509 Crocs and HeyDude are the same company $CROX. HeyDude is perceived to have been a bad acquisition. If it performs well 🚀🌙"
X Link @SFarringtonBKC 2025-10-01T17:34Z 6171 followers, XXX engagements
"@valuedontlie I've got writeups on $JAKK and $CROX no paywalls on them. Both at good prices here"
X Link @SFarringtonBKC 2025-10-03T00:44Z 6171 followers, XXX engagements
"@fejau_inc I'm impressed that one doesn't show signs of information leak. $ABL gaining XX% friday before announcing an acquisition on Monday is sus"
X Link @SFarringtonBKC 2025-10-06T21:38Z 6171 followers, 10.8K engagements
"@SmallCapKing2 The stuffy nose argument is an $AQST talking point with very little merit"
X Link @SFarringtonBKC 2025-10-09T15:19Z 6173 followers, XXX engagements
"@AscendingBio @SmallCapKing2 What do you think of $SPRY's challenge to $AQST's no adcom ruling"
X Link @SFarringtonBKC 2025-10-09T17:40Z 6173 followers, XXX engagements
"@Kevin_AGraham I've held $VET so long now it finally looks good"
X Link @SFarringtonBKC 2025-10-10T00:08Z 6174 followers, XXX engagements
"@taobanker Now do HeyDude :("
X Link @SFarringtonBKC 2025-10-10T12:24Z 6171 followers, XXX engagements
"The market crash on Friday was a fartcoin liquidation event or "Shart Squeeze" therefore I will be referring to Oct 10th 2025 as "Brown Friday." Thank you for your attention to this matter"
X Link @SFarringtonBKC 2025-10-11T13:34Z 6173 followers, 19.4K engagements
"What I'm Buying This Week 10/11/2025 (Paywalled Video) Brown Friday Edition"
X Link @SFarringtonBKC 2025-10-11T20:13Z 6173 followers, 8299 engagements
"My $CRESY and $IRS gonna print"
X Link @SFarringtonBKC 2025-10-12T17:18Z 6171 followers, 2807 engagements
"The Uranium Tourist Guide Part V: Solstice Advanced Materials $SOLS Also an update for those of you who bought $LEU with me on July 25th 2024 it's already a ten bagger"
X Link @SFarringtonBKC 2025-10-13T06:29Z 6173 followers, 5646 engagements
"@George_Dubs_ @Private_TryHard Fair counterpoint. But at the same time I'm not including any return of capital. 45000 new showrooms and a rate cutting cycle are big happenings"
X Link @SFarringtonBKC 2025-10-13T22:48Z 6146 followers, XX engagements
"Most shorted doesn't have to outperform the S&P XXX. It has to underperform the Mag X because it is providing leverage to long / short funds to buy the Mag X. As soon as the Mag X stop grinding higher the short closing will be righteous. Until then companies need idiosyncratic fundamental improvements to go up in share price and even then often their multiples compress along the way"
X Link @SFarringtonBKC 2025-10-14T22:39Z 6171 followers, XXX engagements
"@basilialukos $PTLO $ACDC $NFE maybe $ABL"
X Link @SFarringtonBKC 2025-10-15T04:56Z 6174 followers, XXX engagements
"The Revenge of Cathie Wood: PowerFleet Update $AIOT Will small software catch some froth in this market"
X Link @SFarringtonBKC 2025-10-15T08:32Z 6174 followers, 1717 engagements
"I bought a tiny bit of $SOC. My instincts and timing are terrible. I'm probably a contra indicator"
X Link @SFarringtonBKC 2025-10-15T15:01Z 6171 followers, 5415 engagements
"@HorribleDisgust Writeup on my stack"
X Link @SFarringtonBKC 2025-10-15T18:50Z 6140 followers, XXX engagements
"@SayNoToTrading I have a writeup on my stack regarding the $SOLS spinoff. Their ConverDyn asset is comparable to $LEU in revenue in the nuclear space. But chemicals can't catch a bid right now. My best guess is $SOLS trades down after spinoff. I could be wrong :D"
X Link @SFarringtonBKC 2025-10-15T22:04Z 6143 followers, XXX engagements
"@Nirvana12319 @HorribleDisgust The newly named options will give you some $SOLS shares after Oct 31st. But the $HON remainco will be a much larger piece of those options. Might be better to wait until after Oct 31st. Only if you think $SOLS rallies hard immediately which I don't expect but I have no idea"
X Link @SFarringtonBKC 2025-10-15T22:05Z 6174 followers, XXX engagements
"@Nirvana12319 @HorribleDisgust I don't know if $SOLS will pop. Chemicals can't catch a bid. $HON at forward PE of XX closest direct comparison to $SOLS would be $CC at forward PE of X. But XX% of $SOLS is like $LEU at a forward PE of XX LMFAO. Who knows what the market will do"
X Link @SFarringtonBKC 2025-10-15T22:11Z 6169 followers, XXX engagements
"Trump says we're in a trade war. Bessent says we need to give emergency powers. If Lutnick asks if I've ever heard the story of Darth Plagueis the Wise I'm going to short any company with a high midichlorian count"
X Link @SFarringtonBKC 2025-10-15T23:37Z 6143 followers, 1627 engagements
"@shmilylt @Nirvana12319 @HorribleDisgust There has been a conglomerate discount. This market wants pure plays"
X Link @SFarringtonBKC 2025-10-16T00:25Z 6174 followers, XX engagements
"@HorribleDisgust @shmilylt @Nirvana12319 I think $HON aerospace and automation will both rally hard. But chemicals is hated more than healthcare right now"
X Link @SFarringtonBKC 2025-10-16T00:31Z 6174 followers, XXX engagements
"The banks went through their assets after Tricolor and First Brands and all $ZION could find was one bad $XX million loan on an $XX billion asset base. If people appreciated how good that was the market would be rallying"
X Link @SFarringtonBKC 2025-10-16T18:57Z 6173 followers, 39.3K engagements
"This is the price small cap value pays for underperforming"
X Link @SFarringtonBKC 2025-10-16T21:16Z 6172 followers, 2673 engagements
"@ChrisSanso20291 Followed back DMs should work"
X Link @SFarringtonBKC 2025-10-16T21:48Z 6174 followers, XX engagements
"@deyhatemetoo If this stuff was connected to illegal immigrants not paying their credit cards when they get deported or their auto loans maybe. It's hard for fraud to be widespread in industrials unless we really did become the 3rd world and nobody noticed"
X Link @SFarringtonBKC 2025-10-16T22:10Z 6173 followers, XX engagements
"@OrdJFellow That's what I've been saying An extra $XXX billion if the Fed resumes remitting interest payments back to the treasury"
X Link @SFarringtonBKC 2025-10-16T22:36Z 6173 followers, XX engagements
"@StockNews690137 What to write up tonight Macro piece about the banking crisis or $VERI Brew a pot of coffee and do both"
X Link @SFarringtonBKC 2025-10-17T00:20Z 6173 followers, XXX engagements
"@WillOHara131 Just for an example $ZION which sold off today found a $XX million problem. They have $XXX million loan loss reserves and $XXX million trailing twelve month net income. ABS and office CRE are small slices of a banks balance sheet. Consumer loans and mortgages are strong"
X Link @SFarringtonBKC 2025-10-17T08:13Z 6175 followers, XXX engagements
"Financial Crisis Fiscal Stability & Green Stocks on Red Days"
X Link @SFarringtonBKC 2025-10-17T09:09Z 6173 followers, 2680 engagements
"@siyul Dimon wants to buy your banks on the cheap from the FDIC lol"
X Link @SFarringtonBKC 2025-10-17T12:22Z 6174 followers, XXX engagements
"@JC_ParetsX Jamie Dimon wants to buy those banks cheap from the FDIC"
X Link @SFarringtonBKC 2025-10-17T16:19Z 6172 followers, XXX engagements
"@marketswithmay @br0n_yr_aur He's creating panic to try and buy banks from the FDIC. Total scoundrel tar and feather him"
X Link @SFarringtonBKC 2025-10-17T16:35Z 6171 followers, XXX engagements
"@contrarcap It's almost like capital is allocated to the most urgent use. Is there a profession that studies this phenomenon at Harvard What would such a profession even be called"
X Link @SFarringtonBKC 2025-10-17T18:47Z 6171 followers, XXX engagements
"@PantexCap @LogicalThesis @StockNews690137 💯🎯 They don't have the same private credit problems as subprime auto loans but the quant factors make things sell off together"
X Link @SFarringtonBKC 2025-10-17T20:09Z 6171 followers, XXX engagements
"@dolores_capital @Greenbackd The AI revolution will cause the downfall. They are no longer capital light and no longer need to trade at a XX PE. Meanwhile AI will be a commodity that will benefit small and mid cap earnings. Petrobras just proved this out by hiring Palantir"
X Link @SFarringtonBKC 2025-10-17T20:15Z 6173 followers, XX engagements
"@PattaTrades Five generations in ten years Are we dogs"
X Link @SFarringtonBKC 2025-10-17T20:36Z 6172 followers, 1690 engagements
"@atelicinvest The narrative will crack for a time maybe six months maybe more. Then companies will crush earnings based on new AI tools and the market will believe again"
X Link @SFarringtonBKC 2025-10-17T21:46Z 6174 followers, XXX engagements
"@CaptainRoyen You have to go month by month February through September. No AI would help me I had to do it manually. In fact Gemini and ChatGPT tried to gaslight me when I asked them"
X Link @SFarringtonBKC 2025-10-18T12:07Z 6171 followers, XX engagements
"One of my fellow substack writers had a piece about two companies that benefit from rebuilding the beef herd and now I can't find it. Can anyone hook me up with the link Thank you in advance"
X Link @SFarringtonBKC 2025-10-18T12:27Z 6173 followers, 6265 engagements
"@BowTiedMara I love the Dr. Seuss pointer from Dollar Tree"
X Link @SFarringtonBKC 2025-10-18T12:46Z 6172 followers, XXX engagements
"@nuancerocket some loans go bad it's just a part of banking. Hence $ZION's $XXX million loan loss reserve"
X Link @SFarringtonBKC 2025-10-18T13:14Z 6173 followers, XXX engagements
"@chitchatstocks @fiscal_ai How much exposure to sub prime auto loans do they have Asking honestly no snark intended"
X Link @SFarringtonBKC 2025-10-18T16:51Z 6172 followers, XXX engagements
"@LionheartInves1 I got burned by $RILY and $NFE but $LEU was a 10x and $FOA was a 5x. The equal weight is still pretty good"
X Link @SFarringtonBKC 2025-10-18T18:48Z 6173 followers, XXX engagements
"@valuedontlie Writeup on my stack. You had to own$HON on last Friday to receive the spinoff. Now you have to buy $SOLS on Oct 31st"
X Link @SFarringtonBKC 2025-10-18T19:41Z 6173 followers, XXX engagements
"@algoflows I'm still here but it can be hard to find names withbgood implied volatility that I wouldn't mind being assigned"
X Link @SFarringtonBKC 2025-10-18T23:16Z 6173 followers, XXX engagements
"@jktadave LOL no I got on the topic organically. Ag stocks are my white whale I never find one I like but I always look"
X Link @SFarringtonBKC 2025-10-19T13:02Z 6171 followers, XX engagements
"@blondesnmoney The thing that broke is data on the shrinking deficit went mainstream"
X Link @SFarringtonBKC 2025-10-19T19:17Z 6173 followers, XXX engagements
/creator/twitter::1632621359384723457/posts