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[@LeoNelissen](/creator/twitter/LeoNelissen)
"Blackstone $BX owns X% of all rental homes in the U.S"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945427625800876298) 2025-07-16 10:17:44 UTC 8918 followers, 1976 engagements


"$TROW T. Rowe Price is starting layoffs. Net outflows since the pandemic exceed $XXX billion Whats the bull case"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945954425035432228) 2025-07-17 21:11:03 UTC 8931 followers, 1520 engagements


"$RTX - RTX Corp. New ATH in RTX as yesterday's guidance adjustment has long been forgotten (it was a one-off tariff-related thing anyway)"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948080477396508696) 2025-07-23 17:59:14 UTC 8934 followers, 1491 engagements


"$DOW Chemical - Cuts its dividend by XX% - Indicated very poor cyclical growth"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948335347747729838) 2025-07-24 10:51:59 UTC 8936 followers, 2445 engagements


"$LHX - L3Harris Technologies Blowout earnings. - $X billion in new orders. Book-to-bill of 1.50x. Highest since its 2019 merger. - X% organic growth. - XX% growth in missile solutions. Also there are not many companies in a better spot to benefit from the Golden Dome program as LHX has been working on becoming a disruptive supplier for years. (I'm long)"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948338063198863804) 2025-07-24 11:02:47 UTC 8936 followers, 1550 engagements


"$UNP - Union Pacific This is huge news. As I wrote in prior articles because of favorable regulations UNP will try to close the first major transcontinental M&A deal in the industry. UNP buying $CSX would create incredible synergies and also test the willingness of the Trump administration to allow these kinds of takeovers"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945805148825047047) 2025-07-17 11:17:53 UTC 8932 followers, 8830 engagements


"Starting August XX my $AMZN Prime Video will include ads. It seems we have gone full-cycle. Instead of cable/satellite TV we now have countless streaming services most of which have switched to ads"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948028995519287717) 2025-07-23 14:34:39 UTC 8936 followers, 2838 engagements


"$GE - GE Aerospace Some interesting facts (including 2Q25 earnings) that support its ultra-wide business moat. - It powers XX% of all global commercial flights. - It has an installed base of 49K commercial and 29K defense engines. - It powers 2/3rd of the U.S. defense fleet. - XX% of its revenues come from services. - It powers XX% and XX% of narrow-body and wide-body planes respectively. - Up to X% of its revenue ends up in R&D with a big part of this being "customer-funded." - Its next-gen programs like CFM RISE have 20-25% better fuel efficiency. It is also working on next-gen defense"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945893549418971569) 2025-07-17 17:09:09 UTC 8923 followers, 2497 engagements


"The next few years will see a LOT of announcements of data centers being built in the Permian most of which will use recycled water and excess gas. $TPL $LB Given water and power constraints it's the solution that can solve two major bottlenecks at once"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945802688337248520) 2025-07-17 11:08:06 UTC 8905 followers, 3957 engagements


"A bad day for the "PepsiCo is dead" crowd as $PEP soars X% after earnings. - It's still entirely dependent on pricing though as organic volumes were down in 2Q25"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945902800174510236) 2025-07-17 17:45:55 UTC 8923 followers, 1896 engagements


"@Vince85623723 I'm bullish on those. However I prefer $FIX and $EME which provide engineering services and other products and services to data centers and other facilities"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945815172376850442) 2025-07-17 11:57:43 UTC 8924 followers, XXX engagements


"Instead of $GEV I own $FIX Comfort Systems USA which produces HVAC systems and other things for data centers and other large facilities. It's my 3rd-largest investment and reports tomorrow"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948018782795870634) 2025-07-23 13:54:04 UTC 8934 followers, 1725 engagements


"The looming/growing electrician shortage is fantastic news for $FIX and $EME which can grow even faster through M&A and outcompete smaller players"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945904781395976405) 2025-07-17 17:53:47 UTC 8924 followers, 2189 engagements


"Buying all-time highs isn't as scary as it sounds. Since 1988 investors buying all-time highs have had higher returns than investors who bought "randomly.""  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947224275280130291) 2025-07-21 09:16:59 UTC 8907 followers, 3784 engagements


"$RTX's EPS guidance is causing it to sell off after earnings. However the core business is firing on all cylinders: - $XXX backlog with a 1.86x book-to-bill ratio meaning $XXXX in new orders for every $XXXX in finished work. - High-single-digit organic revenue growth. - XX% backlog growth. XX% commercial aftermarket growth. - X% dividend growth. Not bad"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947620113743523994) 2025-07-22 11:29:54 UTC 8936 followers, 4371 engagements


"$LB - LandBridge What the market is missing: - Just XX% of revenues are oil and gas royalties - Its sponsor Five Point founded PowerBridge. PowerBridge is working to get data centers to the Permian. It works with $NRG Energy which will make it MUCH easier to get deals done on LB land. - Unofficial reports show work is in progress with players like CoreWeave. - Stargate will be perfect for the Permian. - There is no other player that has what LB has when it comes to low-risk contiguous land. - Eventually LB will be home to mega-campuses that come with external power facilities etc as it aims"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945579360792031387) 2025-07-16 20:20:41 UTC 8936 followers, 47.4K engagements


"@Vince85623723 @HoganPash Thats where PowerBridge comes in. It already works with players like $NRG"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947897908109709462) 2025-07-23 05:53:46 UTC 8923 followers, XX engagements


"$TPL - Texas Pacific Land After every major drawdown TPL has returned double-digits over the next XX months and triple-digits over the next XX months"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945823504705728638) 2025-07-17 12:30:49 UTC 8935 followers, 6805 engagements


"@atc6955 Their FCF yield isnt spectacular anymore. Buybacks arent the solution"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947416460818845805) 2025-07-21 22:00:40 UTC 8877 followers, XX engagements


"$CP - Canadian Pacific Kansas City I just expanded my CP position by 20%. If new trade headlines pressure the stock I'm adding more. I view it as a top industrial dividend grower and expect the dividend to double in X years"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1900600583246999679) 2025-03-14 17:31:05 UTC 8918 followers, 9202 engagements


"Standard Chartered is very bullish on oil as it calls BS on the thesis that a lot of spare capacity is still available"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1946140899223720298) 2025-07-18 09:32:02 UTC 8923 followers, 1523 engagements


"Name X things the government doesnt suck at"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1946535118845206993) 2025-07-19 11:38:31 UTC 8923 followers, 2072 engagements


"Theres so much data to make the case that official inflation numbers are simply too low for most of the population"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947416895302304040) 2025-07-21 22:02:23 UTC 8923 followers, 1292 engagements


"The world is running out of missiles. $NOC and $RTX have them"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948304334443164037) 2025-07-24 08:48:45 UTC 8936 followers, 2204 engagements


"Another horrible quarter from $LMT as it clearly needs more time to work things out"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947622376444989800) 2025-07-22 11:38:54 UTC 8923 followers, 4900 engagements


"@KMACKROB The problem is inflation. Trump is in a very bad spot"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948053888386453990) 2025-07-23 16:13:34 UTC 8916 followers, XX engagements


"Similar to people who call the Dave Ramsey show to say they make $XX trillion a month and ask if its OK to buy a Honda Civic"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947933706607374557) 2025-07-23 08:16:01 UTC 8923 followers, 1495 engagements


"I got hit by $TPL and $LB today but $NOC jumped XX% as it hiked guidance and finally proved its a fast-growing cash machine with high-demand defense programs. (NOC is what $LMT wants to become)"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947780726969053422) 2025-07-22 22:08:07 UTC 8936 followers, 2178 engagements


"$TMO - Thermo Fisher I currently have no position but it's one of my favorite dividend growth stocks in this market"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947963960084312415) 2025-07-23 10:16:14 UTC 8934 followers, 3706 engagements


"Humanoid robots are a fascinating topic. - Goldman Sachs estimates demand for 1.4-3.5m units by 2035. - Each requires 50kW of data center capacity. - In the base case ADDITIONAL power demand will be 70GW. - Elon Musk sees X billion humanoid robots by 2040. Where's the power coming from Where will the data centers be located What about cooling water Infrastructure I prefer to invest in these bottlenecks instead of picking the next winner in the robot race"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947229359439245455) 2025-07-21 09:37:11 UTC 8936 followers, 5138 engagements


"$UNP - Union Pacific A X% hike keeps the dividend growth streak alive but also reflects macro uncertainty. I wish they would just keep the dividend unchanged until a rebound and hike by 20-40% like $CP just did"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945585261703778666) 2025-07-16 20:44:08 UTC 8925 followers, 2744 engagements


"They will be built as close to the source as possible"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947770131091775922) 2025-07-22 21:26:01 UTC 8926 followers, 1837 engagements


"$CME Group One of my favorite dividend stocks for the next decade. - Transaction-based business model. - Ultra-high-margin profile. - Secular growth from elevated volatility. - Easy to scale. - Special dividends"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947977340430213543) 2025-07-23 11:09:24 UTC 8936 followers, 3154 engagements


"$GEV GE Vernova is now up XXX% since April. I have no position but GEV data is helpful to understand data center power demand"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948014067236389290) 2025-07-23 13:35:20 UTC 8936 followers, 2836 engagements


"Btw this means modern data center campuses for next-gen AI applications will require as much energy as New York City"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947678939461075408) 2025-07-22 15:23:39 UTC 8934 followers, 1882 engagements


"I cannot believe the market allowed me to buy more $LB below $60"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945500495990182088) 2025-07-16 15:07:18 UTC 8936 followers, 48.4K engagements


"$CP - Canadian Pacific Kansas City - X Nations (only Class I rail) - XX% cross border trade (tariff risks) - XX% high-margin bulk/merchandise - Buybacks & dividend growth will resume in 2025 - Double-digit long-term annual EPS growth outlook - Industry-leading safety metrics"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1900675689537560794) 2025-03-14 22:29:31 UTC 8918 followers, 7616 engagements


"@CHLee01207770 People who worry about stocks shouldn't buy LB. It can be a huge wealth generator but also a temporary pain in the ass. Good mindset"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948022335698833777) 2025-07-23 14:08:11 UTC 8935 followers, XXX engagements


"Add $GPRO GoPro to the meme list. Stock more than doubled in X sessions"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948025468327993646) 2025-07-23 14:20:38 UTC 8935 followers, 1775 engagements


"Has $AAPL Apple given up Its CapEx is nothing compared to its peers"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947227149217186065) 2025-07-21 09:28:24 UTC 8926 followers, 1016 engagements


"@SayNoToTrading Yes. I'm located in the Netherlands. I don't even know what I pay. It's that low. But the variety is really bad. I only subscribe to it to re-watch Two and a Half Men for the 900th time"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948033882026295726) 2025-07-23 14:54:04 UTC 8934 followers, XXX engagements


"$UNP confirms merger talks. Makes clear it won't elaborate on the matter"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948372287775793487) 2025-07-24 13:18:47 UTC 8936 followers, 1256 engagements


"$LMT Lockheed shareholders are losing interest. - Pre-market LMT yields 3%"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947623388609905107) 2025-07-22 11:42:55 UTC 8936 followers, 1788 engagements


"$UNP - Union Pacific 2Q25 was another Jim Vena railroading masterclass. - Despite fuel surcharge and cyclical headwinds it generated X% higher revenues. - Despite inflation and higher volumes costs rose by just 1%. - Operating leverage improved causing operating income to rise by 5%. - Operating ratio fell to XXXX% (industry-leading) - XX% net income growth. - Buybacks fueled XX% EPS growth. (It's my 5th-largest investment)"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948353233149133236) 2025-07-24 12:03:04 UTC 8936 followers, 2955 engagements


"@AnalysisOp They don't even have the labor to finish these projects"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1946214250013159521) 2025-07-18 14:23:30 UTC 8896 followers, XX engagements


"$GEV - GE Vernova Management on the power and infrastructure supercycle: We are at the beginning of an investment supercycle into more reliable baseload power grid infrastructure and decarbonization solutions. Our near-term results are improving but more importantly our long-term potential is accelerating faster"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947972226612936879) 2025-07-23 10:49:05 UTC 8934 followers, 3983 engagements


"@griffithbrand @coinbase The evidence just keeps piling up"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947972328605827178) 2025-07-23 10:49:29 UTC 8934 followers, XX engagements


"Also $NOC Northrop is cashing in on the space race thanks to its supplier status: "In the Space segment our investments at the Bacchus facility for large rocket motors support the build-out of the Kuiper satellite constellation. Overall we expect to increase our total annual solid rocket motor production rate from 13000 units today to 25000 by 2029." - NOC 2Q25 Earnings Call"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948305287871398188) 2025-07-24 08:52:33 UTC 8936 followers, 1701 engagements


"Absolute blowout numbers from my 4th-largest investment $GE Aerospace. - Total revenue +21% - Adjusted EPS +38% - Sees long-term double-digit revenue growth"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945800053819429281) 2025-07-17 10:57:38 UTC 8924 followers, 6606 engagements


"Texas Pacific Land $TPL & LandBridge $LB Biggest corrections of the past XX years:"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948004402620518894) 2025-07-23 12:56:56 UTC 8936 followers, 15.1K engagements


"Apparently Union Pacific has approached Norfolk Southern which would add substantial intermodal exposure on the East Coast. Also given NSCs operating struggles and UNP being North Americas most efficient railroad theres a lot of room for synergies. $UNP $NSC"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1945946859773559240) 2025-07-17 20:40:59 UTC 8934 followers, 2821 engagements


"$GD - General Dynamics Did someone say legacy defense contractors are dead - GD got $XXXX in orders for every $XXXX in finished work from defense operations. - Aviation book-to-bill of 1.3x"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947976711892570141) 2025-07-23 11:06:54 UTC 8934 followers, XXX engagements


"$CMG Chipotle's earnings call confirms consumer sentiment data. Things are not going well for the majority of consumers (including some high-income consumers)"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948319342107447468) 2025-07-24 09:48:23 UTC 8934 followers, 1776 engagements


"$HON Honeywell Impressive results across the board (aerospace is where it's at) including a guidance hike. It will spin off its materials business in 4Q25"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948328269339644375) 2025-07-24 10:23:52 UTC 8936 followers, 1915 engagements


"Is it still worth paying a premium for the Mag-7 stocks if growth rates are converging $MAGS $AAPL $NVDA $MSFT $META"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1947591661581680719) 2025-07-22 09:36:51 UTC 8934 followers, 1102 engagements


"Also $UNP is in advanced talks to buy Norfolk Southern $NSC which would be the first major Transcontinental railroad merger. I will cover all of this in an article later today"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948369291629248735) 2025-07-24 13:06:52 UTC 8936 followers, 1193 engagements


"A fantastic article on produced water. People have no idea how big of a deal this is. Given the Permians global importance its one of the most crucial bottlenecks. Relevant tickers: $LB $TPL $ARIS $WES"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948075801347326419) 2025-07-23 17:40:39 UTC 8936 followers, 4794 engagements


"Home prices made a new high according to the National Association of Realtors. Home price all-time high + elevated rates = affordability crisis and lower existing home sales. Imagine what the chart below will look like if the Fed were to aggressively cut rates"  
![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::363841629.png) [@LeoNelissen](/creator/x/LeoNelissen) on [X](/post/tweet/1948041107893367132) 2025-07-23 15:22:47 UTC 8934 followers, XXX engagements