[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.]

[@k_nole11](/creator/twitter/k_nole11)
"$RIG management looking really good with the timing of the capital raise to pay off the XX debt. $BORR too just a few months earlier. This analysis also seems consistent with $VALs decision to save cash and not hit the buyback button the last few quarters"  
[X Link](https://x.com/k_nole11/status/1977437819615445334) [@k_nole11](/creator/x/k_nole11) 2025-10-12T18:14Z XXX followers, 1260 engagements


"Ive been buying $RIG (as well as $VAL) with an eye that the payoff would be a 2027-28 story at the earliest and that we will have a multi year bull market because adding new generation rig supply will take years. $RIG buying time is smart. I plan to add more"  
[X Link](https://x.com/k_nole11/status/1971175989628813748) [@k_nole11](/creator/x/k_nole11) 2025-09-25T11:32Z XXX followers, 3302 engagements


"$GAU: 1) Has no debt. 2) Production is ramping and costs should be going down. 3) Could be take over target for larger miners who already have projects in the same region. Keep it simple"  
[X Link](https://x.com/k_nole11/status/1975941363255660634) [@k_nole11](/creator/x/k_nole11) 2025-10-08T15:08Z XXX followers, XX engagements


"$VLERF is my 3rd largest position behind $RIG and $VAL. Such an undervalued gem. No debt. Just organically growing and investing at the bottom of the cycle"  
[X Link](https://x.com/k_nole11/status/1976327337764622806) [@k_nole11](/creator/x/k_nole11) 2025-10-09T16:42Z XXX followers, XXX engagements


"How many $SOC bulls knew the law was on Sables side because they asked ChatGPT leading questions Or listened to some substack writer who did that"  
[X Link](https://x.com/k_nole11/status/1978615769614164251) [@k_nole11](/creator/x/k_nole11) 2025-10-16T00:15Z XXX followers, 3224 engagements


"Very happy with the $ANPMF results. Added today. Also started an $AR position to go with my recent $TRMLF position. Natural Gas seems hated now so time to start buying. Finally added to $VLERF again today. Just cant believe the deal the market is giving here"  
[X Link](https://x.com/k_nole11/status/1978919423982375360) [@k_nole11](/creator/x/k_nole11) 2025-10-16T20:22Z XXX followers, XXX engagements


"$RIG and $VAL are up today"  
[X Link](https://x.com/k_nole11/status/1979257096710304061) [@k_nole11](/creator/x/k_nole11) 2025-10-17T18:43Z XXX followers, XXX engagements


"@DotyBilly Why do you prefer $EQT or $AR Just scale Or other factors"  
[X Link](https://x.com/k_nole11/status/1979293820664602866) [@k_nole11](/creator/x/k_nole11) 2025-10-17T21:09Z XXX followers, XXX engagements


"@CaptainRoyen Step in how Absent the administration outright ignoring the law (which I admit is possible because Trump hates the constitution) they cannot do anything. The tanker solution requires $SOC to hookup to the CA power grid. A loan requires $SOC to comply with state regulations"  
[X Link](https://x.com/k_nole11/status/1979869877025534326) [@k_nole11](/creator/x/k_nole11) 2025-10-19T11:18Z XXX followers, XXX engagements


"@Emerald_Wizzard @CaptainRoyen A bull case of the rule of law is meaningless because we live according to the whims of a dictator isnt as strong as $SOC bulls think it is. Hell if thats case what stops the administration from giving the asset back to $XOM who can pay much bigger bribes than a broke $SOC"  
[X Link](https://x.com/k_nole11/status/1979877103320568175) [@k_nole11](/creator/x/k_nole11) 2025-10-19T11:47Z XXX followers, XXX engagements


"@Emerald_Wizzard @CaptainRoyen And frankly oil is below $XX now. It just isnt an emergency that the administration needs to move quickly to save $SOC. $SOC needs cash quickly and the DOE loan aint coming. Any twitter post by the administration is just them throwing red meat to the base. Enjoy dilution"  
[X Link](https://x.com/k_nole11/status/1979879217774075960) [@k_nole11](/creator/x/k_nole11) 2025-10-19T11:56Z XXX followers, XXX engagements


"Are $SOC bulls seriously so dumb that they forgot that rule of law is why the American market is so attractive to capital Getting rid of that is far more damaging than whatever benefit youll get for sticking to Newscum or whatever childish names you use. Grow the fuck up"  
[X Link](https://x.com/k_nole11/status/1979881236782064051) [@k_nole11](/creator/x/k_nole11) 2025-10-19T12:04Z XXX followers, 1213 engagements