[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.] [@thomasg_grizzle](/creator/twitter/thomasg_grizzle) "tale of two energy equity tapes: uranium vs. oil ( $URA vs. $XOP) @GodelTerminal It's interesting how few oil investors have any holding in uranium and vice versa they are a good paired long trade. @energyburrito is one of the few that I know is heavy in both camps" [X Link](https://x.com/thomasg_grizzle/status/1976730614788505754) [@thomasg_grizzle](/creator/x/thomasg_grizzle) 2025-10-10T19:24Z 22K followers, 2507 engagements "Rare earths: market pricing in blue sky on pricing and Trump giving them a price floor 🤔 $MP $UAMY $NB The RE segment of the critical minerals market was detached from reality. Far more grounded segments of the mkt: #copper #uranium #lithium - we're biased we're long these verticals - however our focus is on finding value: critical minerals disruption at a reasonable price (a subset of the $DARP universe)" [X Link](https://x.com/thomasg_grizzle/status/1978514220552749201) [@thomasg_grizzle](/creator/x/thomasg_grizzle) 2025-10-15T17:32Z 22K followers, 2831 engagements "@UncleLeoG 💯 also know the risk profile of what your investing in: $nvda vs $mp - big difference (cash flow + valuation)" [X Link](https://x.com/thomasg_grizzle/status/1978520227622052303) [@thomasg_grizzle](/creator/x/thomasg_grizzle) 2025-10-15T17:55Z 22K followers, XXX engagements "#Uranium stocks don't quit 🚀 $AEC continuing to highlight the value of scarce US assets (1 of X processing mills). Also if you missed it @CoreyDias joined us for Episode X of Commodity Navigator ⚛ @chigrl @ScottW_Grizzle 👇 iTunes: Spotify:" [X Link](https://x.com/thomasg_grizzle/status/1976714632241758453) [@thomasg_grizzle](/creator/x/thomasg_grizzle) 2025-10-10T18:21Z 22K followers, 4354 engagements "$AEC initiation report 👇 excellent insight on the market scarcity value of their Shootaring Canyon Mill and peer #uranium valuation multiples (AEC at a deep discount)" [X Link](https://x.com/thomasg_grizzle/status/1979202310078169103) [@thomasg_grizzle](/creator/x/thomasg_grizzle) 2025-10-17T15:06Z 22K followers, 7146 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.]
@thomasg_grizzle
"tale of two energy equity tapes: uranium vs. oil ( $URA vs. $XOP) @GodelTerminal It's interesting how few oil investors have any holding in uranium and vice versa they are a good paired long trade. @energyburrito is one of the few that I know is heavy in both camps"
X Link @thomasg_grizzle 2025-10-10T19:24Z 22K followers, 2507 engagements
"Rare earths: market pricing in blue sky on pricing and Trump giving them a price floor 🤔 $MP $UAMY $NB The RE segment of the critical minerals market was detached from reality. Far more grounded segments of the mkt: #copper #uranium #lithium - we're biased we're long these verticals - however our focus is on finding value: critical minerals disruption at a reasonable price (a subset of the $DARP universe)"
X Link @thomasg_grizzle 2025-10-15T17:32Z 22K followers, 2831 engagements
"@UncleLeoG 💯 also know the risk profile of what your investing in: $nvda vs $mp - big difference (cash flow + valuation)"
X Link @thomasg_grizzle 2025-10-15T17:55Z 22K followers, XXX engagements
"#Uranium stocks don't quit 🚀 $AEC continuing to highlight the value of scarce US assets (1 of X processing mills). Also if you missed it @CoreyDias joined us for Episode X of Commodity Navigator ⚛ @chigrl @ScottW_Grizzle 👇 iTunes: Spotify:"
X Link @thomasg_grizzle 2025-10-10T18:21Z 22K followers, 4354 engagements
"$AEC initiation report 👇 excellent insight on the market scarcity value of their Shootaring Canyon Mill and peer #uranium valuation multiples (AEC at a deep discount)"
X Link @thomasg_grizzle 2025-10-17T15:06Z 22K followers, 7146 engagements
/creator/twitter::958367738338140160/posts