[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.]

[@BidBird10](/creator/twitter/BidBird10)
"I broke down my largest position Energy Fuels $UUUU and its complex businesses into atoms. Likes and retweets are more than appreciated if you learned something new Open to feedback aswell Had a lot of fun writing this so definitely doing more write-ups in the future so subscribe my substack if you are interested. Its free. Link in the comments #uranium"  
[X Link](https://x.com/BidBird10/status/1953921544058810578) [@BidBird10](/creator/x/BidBird10) 2025-08-08T20:49Z 3951 followers, 79.1K engagements


"Sold XX% of my Energy Fuels position at C$30.40. Too much speculation baked in at the moment not to take something off. Its still my biggest position though"  
[X Link](https://x.com/BidBird10/status/1976671932956524821) [@BidBird10](/creator/x/BidBird10) 2025-10-10T15:31Z 3950 followers, 7095 engagements


"Headline you absolutely love waking up to Mark Chalmers venturing into rare earths in 2021 instead of acquiring then overpriced uranium assets looks smarter by every day That man was hated for years for maximizing the moat of White Mesa Mill instead of going all-in to uranium"  
[X Link](https://x.com/BidBird10/status/1976168552001307044) [@BidBird10](/creator/x/BidBird10) 2025-10-09T06:11Z 3951 followers, 13.7K engagements


"@AfricanLonghorn Around C$1.20 but due weakening CAD the real breakeven price is probably C$1.32 - C$1.35"  
[X Link](https://x.com/BidBird10/status/1978012577016762852) [@BidBird10](/creator/x/BidBird10) 2025-10-14T08:18Z 3949 followers, XXX engagements


"@toiletkingcap @InvestsCletus"  
[X Link](https://x.com/BidBird10/status/1979653112941191346) [@BidBird10](/creator/x/BidBird10) 2025-10-18T20:57Z 3952 followers, XXX engagements


"Yay We hit my $UUUU target of $5B and did so with 230.5M shares outstanding I didnt expect this to happen this fast but got lucky with extreme tailwinds hitting critical minerals space. Crazy to think we were at $1.5B couple months ago"  
[X Link](https://x.com/BidBird10/status/1977745543548870664) [@BidBird10](/creator/x/BidBird10) 2025-10-13T14:37Z 3951 followers, 24.2K engagements


"Current thoughts about Global Atomic $GLO. From my Q4 Portfolio Update"  
[X Link](https://x.com/BidBird10/status/1977974339422294411) [@BidBird10](/creator/x/BidBird10) 2025-10-14T05:46Z 3951 followers, 14.5K engagements


"Neodymium have retreated XX% from the recent highs. Currenty trading around $74/kg"  
[X Link](https://x.com/BidBird10/status/1980147653355897157) [@BidBird10](/creator/x/BidBird10) 2025-10-20T05:42Z 3951 followers, 2021 engagements


"When it comes to crucial projects I think those two companies fit to the bill perfectly. Tungsten and Heavy Rare Earths. Two critical segments that China absolutely dominates. EQR have two operational tungsten mines and the Donald Project is a showel ready project with great HREE-distribution. All the monazite from the Donald project would be processed at the White Mesa Mill anyway"  
[X Link](https://x.com/BidBird10/status/1980329778701050224) [@BidBird10](/creator/x/BidBird10) 2025-10-20T17:46Z 3951 followers, 1304 engagements


"Toliara DFS is essentially ready and is currently being reviewed by law firms for compliance. I cant wait to update my model In Base Resources version the post-tax NPV8 with HMS + Monazite was $2666B and NPV10 $20B. IRR = 32%. Lets see if we get a bump on those numbers $UUUU"  
[X Link](https://x.com/BidBird10/status/1976631321574465685) [@BidBird10](/creator/x/BidBird10) 2025-10-10T12:50Z 3950 followers, 2547 engagements


"@Jhadj_theos Its the upsizing and the lack of transparency around this which really triggered me to sell. Also have massive taxes due from UUUU gains so that made the decision easier to make"  
[X Link](https://x.com/BidBird10/status/1978898021594050943) [@BidBird10](/creator/x/BidBird10) 2025-10-16T18:57Z 3950 followers, XXX engagements


"Global Atomic $GLO raises C$20M. Price C$0.62 per share"  
[X Link](https://x.com/BidBird10/status/1978560032598806889) [@BidBird10](/creator/x/BidBird10) 2025-10-15T20:34Z 3951 followers, 11.1K engagements


"@respeculator @Buythed37563009 @MoonInvestr $ATR & $UUUU have a showel ready JV HREE project. My top pick"  
[X Link](https://x.com/BidBird10/status/1980358076386668931) [@BidBird10](/creator/x/BidBird10) 2025-10-20T19:38Z 3951 followers, XXX engagements