# ![@FinFreedomMgmt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::70196704.png) @FinFreedomMgmt Humberto Portillo

Humberto Portillo posts on X about $soc, $asts, $envx, $tln the most. They currently have [-------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::70196704/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70196704/c:line/m:interactions.svg)

- [--] Week [-----] +1,070%
- [--] Month [-----] -81%
- [--] Months [------] +3.30%
- [--] Year [-------] +146%

### Mentions: [--] [#](/creator/twitter::70196704/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70196704/c:line/m:posts_active.svg)

- [--] Months [--] -84%
- [--] Year [--] -54%

### Followers: [-------] [#](/creator/twitter::70196704/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70196704/c:line/m:followers.svg)

- [--] Week [-----] +0.19%
- [--] Month [-----] +3.60%
- [--] Months [-----] +2.70%
- [--] Year [-----] +16%

### CreatorRank: [-------] [#](/creator/twitter::70196704/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70196704/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [us election](/list/us-election)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$soc](/topic/$soc), [$asts](/topic/$asts), [$envx](/topic/$envx), [$tln](/topic/$tln), [$rig](/topic/$rig), [$val](/topic/$val), [stocks](/topic/stocks), [money](/topic/money), [asts](/topic/asts), [in the](/topic/in-the)

**Top assets mentioned**
[Sable Offshore Corp. (SOC)](/topic/$soc) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [GE Vernova Inc. (GEV)](/topic/$gev) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Iris Energy Limited (IREN)](/topic/$iren) [Tidewater, Inc. (TDW)](/topic/$tdw) [Peabody Energy Corporation (BTU)](/topic/$btu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Litentry (LIT)](/topic/$lit) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vistra, Corp. (VST)](/topic/$vst) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Borr Drilling Limited (BORR)](/topic/$borr) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [MercadoLibre Inc (MELI)](/topic/$meli) [New York Community Bancorp, Inc. (NYCB)](/topic/$nycb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Clearly if they did their diligence they would have been aware of the cash position of the company. I would have preferred a loan from the DoE but it is what it is. Typically I see companies using these ATMs after news has moved the stock price up. What are your thoughts on timing Tony"  
[X Link](https://x.com/FinFreedomMgmt/status/2018818626434871313)  2026-02-03T22:47Z [----] followers, [---] engagements


"@Woirble @Anthony65092926 No I dont think a loan guarantee is ruled out. If they are keeping OS&T on the table then I would assume is as well. Again they are going for max flexibility imo"  
[X Link](https://x.com/FinFreedomMgmt/status/2019019627452621106)  2026-02-04T12:06Z [----] followers, [--] engagements


"@SureThingCap @CorneliaLake So you think the sell off is on the lack of growth Seems a bit much. -11% at lows"  
[X Link](https://x.com/FinFreedomMgmt/status/1856359413562355961)  2024-11-12T15:32Z [----] followers, [--] engagements


"$BTU America NEEDS the coal industry to thrive. You cant separate energy from the economy or national security. The coal industry is the backbone of BOTH. To our miners we need you we applaud you and we are grateful for you https://t.co/v3fizrSOHF America NEEDS the coal industry to thrive. You cant separate energy from the economy or national security. The coal industry is the backbone of BOTH. To our miners we need you we applaud you and we are grateful for you https://t.co/v3fizrSOHF"  
[X Link](https://x.com/FinFreedomMgmt/status/2012562998339027088)  2026-01-17T16:29Z [----] followers, [---] engagements


"@Anthony65092926 Coordinating w the AG or no idea how to move forward"  
[X Link](https://x.com/FinFreedomMgmt/status/2015936677064159673)  2026-01-26T23:55Z [----] followers, [---] engagements


"What did $RIG say on the merger call about jackups again $BORR $VAL Got Jackups Petrodata: $ARAMCO four jackup tenders for multiple rigs is understood to be all against incremental demand. Contract duration is for firm 3-5 years. Three tenders for oil rigs with different capacity requirements and one tender for gas rigs SOLD OUT https://t.co/JMazRV1GdS $BORR $VAL Got Jackups Petrodata: $ARAMCO four jackup tenders for multiple rigs is understood to be all against incremental demand. Contract duration is for firm 3-5 years. Three tenders for oil rigs with different capacity requirements and one"  
[X Link](https://x.com/FinFreedomMgmt/status/2021327804189564991)  2026-02-10T20:57Z [----] followers, [---] engagements


"@RPKent RPK what are you looking at there"  
[X Link](https://x.com/FinFreedomMgmt/status/2021608253596024866)  2026-02-11T15:32Z [----] followers, [--] engagements


"Some highlights of the $RIG $VAL merger that are definitely worth a read. Tommy is a must follow if youre interested in the sector $RIG $VAL ❤ RIG finally found a good use of its share currency w/ the VAL merger. They accelerate deleveraging pulling forward shareholder returns and gain $150-$200mm of synergies. The industry's most disciplined driller absorbs a less disciplined playerpositive for dayrates https://t.co/ntGCxiEWnJ $RIG $VAL ❤ RIG finally found a good use of its share currency w/ the VAL merger. They accelerate deleveraging pulling forward shareholder returns and gain $150-$200mm"  
[X Link](https://x.com/anyuser/status/2022702929673675173)  2026-02-14T16:02Z [----] followers, [----] engagements


"If you are interested in $ENVX battery tech Greg is a great follow. #ff $ENVX @Enovix3D @AlderLaneEggs Someone I respect DMed me and asked if I believed that issues with ENVX are because TJ discovered that the batteries are not manufacturable. $ENVX @Enovix3D @AlderLaneEggs Someone I respect DMed me and asked if I believed that issues with ENVX are because TJ discovered that the batteries are not manufacturable"  
[X Link](https://x.com/FinFreedomMgmt/status/1627317808601214986)  2023-02-19T14:42Z [----] followers, [---] engagements


"@TweetLeni We get a moment of truth tomorrow when $NVDA reports"  
[X Link](https://x.com/FinFreedomMgmt/status/1661085642552426513)  2023-05-23T19:04Z [---] followers, [--] engagements


"Great thread wont find a soft landing among these charts"  
[X Link](https://x.com/FinFreedomMgmt/status/1674539257774440450)  2023-06-29T22:06Z [---] followers, [---] engagements


"Paulo always has some very good observations on the market backdrop and parallels to history. #ff"  
[X Link](https://x.com/FinFreedomMgmt/status/1688886272905936896)  2023-08-08T12:14Z [---] followers, [---] engagements


"@UrbanKaoboy I take this to mean the transaction tax has been halved. Not likely to be very meaningful"  
[X Link](https://x.com/FinFreedomMgmt/status/1695883199136530661)  2023-08-27T19:37Z [---] followers, [---] engagements


"@UrbanKaoboy Half hearted measures Michael. Just waiting for folks to recognize were in an interconnected world. Some of that Chinese pain is gonna wind up here as well"  
[X Link](https://x.com/FinFreedomMgmt/status/1695885064289083533)  2023-08-27T19:44Z [---] followers, [---] engagements


"Passive investing jujitsu a la SoftBank. Cc: @profplum99"  
[X Link](https://x.com/FinFreedomMgmt/status/1700945670356562158)  2023-09-10T18:53Z [---] followers, [--] engagements


"@VetTechTrader Distortions all over the place in capital markets. Thanks to the free money years from the fed and the helicopter drops from the govt"  
[X Link](https://x.com/FinFreedomMgmt/status/1701296643591852350)  2023-09-11T18:08Z [---] followers, [--] engagements


"Relentless insider sales at $IBKR as well as other brokers"  
[X Link](https://x.com/FinFreedomMgmt/status/1707016383354020147)  2023-09-27T12:56Z [----] followers, [--] engagements


"May be Yen positive The Bank of Japans Early Warning for the U.S"  
[X Link](https://x.com/FinFreedomMgmt/status/1720800152250642749)  2023-11-04T13:48Z [---] followers, [--] engagements


"@donnelly_brent Swiss franc de peg BoJ ycc change"  
[X Link](https://x.com/FinFreedomMgmt/status/1742952005365104736)  2024-01-04T16:51Z [---] followers, [---] engagements


"@TweetLeni REITs getting bid since Fed meeting"  
[X Link](https://x.com/anyuser/status/1744512430091186349)  2024-01-09T00:12Z [--] followers, [--] engagements


"@HedgeyeTech Happy birthday Felix"  
[X Link](https://x.com/FinFreedomMgmt/status/1746544535700677089)  2024-01-14T14:47Z [---] followers, [---] engagements


"@HedgeyeTech $MELI"  
[X Link](https://x.com/FinFreedomMgmt/status/1746965316616233385)  2024-01-15T18:39Z [---] followers, [---] engagements


"@AsymTrading @grok Note to self things not to do"  
[X Link](https://x.com/FinFreedomMgmt/status/1747962644911345939)  2024-01-18T12:42Z [---] followers, [---] engagements


"@Dcpcooks Mute is your friend"  
[X Link](https://x.com/FinFreedomMgmt/status/1749600527149572511)  2024-01-23T01:10Z [---] followers, [--] engagements


"Many of these stocks at multi year lows "The reversal of fortunes for the electric-vehicle battery metal has been nothing short of stunning. "Major producers are issuing profit warnings.& speeding consolidation." https://t.co/8thOF4v3fE #energy #EnergyTransition #ClimateActionNow #renewables #NetZero #FOSSILFUELS https://t.co/8V0hOYXL7x "The reversal of fortunes for the electric-vehicle battery metal has been nothing short of stunning. "Major producers are issuing profit warnings.& speeding consolidation." https://t.co/8thOF4v3fE #energy #EnergyTransition #ClimateActionNow #renewables"  
[X Link](https://x.com/FinFreedomMgmt/status/1753403700003946675)  2024-02-02T13:03Z [---] followers, [--] engagements


"@Dcpcooks Happy birthday DCP Turning [--] this year"  
[X Link](https://x.com/FinFreedomMgmt/status/1754839555826450571)  2024-02-06T12:08Z [---] followers, [--] engagements


"Great write up on $NYCB very instructive as well as a commentary on the slew of insider buying on Friday. @YetAnotherValue"  
[X Link](https://x.com/FinFreedomMgmt/status/1756328251763433972)  2024-02-10T14:44Z [---] followers, [---] engagements


"Interesting energy thread Guyana XOM Chevron and Hess love triangle Pay the $PXD termination fee $XOM and then snatch up as much as $HES Guyana 30% WI as you can. Why deal w/ managing thousands more shale wells when youre already doing all the work in Guyana. The value proposition is clearyou dont need more short cycle when you control world Pay the $PXD termination fee $XOM and then snatch up as much as $HES Guyana 30% WI as you can. Why deal w/ managing thousands more shale wells when youre already doing all the work in Guyana. The value proposition is clearyou dont need more short cycle"  
[X Link](https://x.com/FinFreedomMgmt/status/1762655389764473004)  2024-02-28T01:46Z [---] followers, [--] engagements


"@AsymTrading Biotech volatile if nothing else. $NVO news weighing on obesity plays"  
[X Link](https://x.com/FinFreedomMgmt/status/1765792245586825245)  2024-03-07T17:30Z [---] followers, [---] engagements


"@NorthmanTrader Gives new meaning to Eiffel Tower formation"  
[X Link](https://x.com/FinFreedomMgmt/status/1765802343092629847)  2024-03-07T18:11Z [---] followers, [---] engagements


"@Ultradeep3 Thanks missed reading that letter. Good comments on $ADM as well which recently lost about 20% due to an accounting scandal"  
[X Link](https://x.com/FinFreedomMgmt/status/1772785232082600355)  2024-03-27T00:38Z [---] followers, [---] engagements


"Rather bleak story for pharma. Big Pharma Stocks Need a Rethink. Investors Keep Making the Same Mistake. https://www.barrons.com/articles/big-pharma-stocks-investors-mistakes-90e3c575st=lcwldkd5ilazxzi https://www.barrons.com/articles/big-pharma-stocks-investors-mistakes-90e3c575st=lcwldkd5ilazxzi"  
[X Link](https://x.com/FinFreedomMgmt/status/1776552465480987023)  2024-04-06T10:08Z [---] followers, [--] engagements


"@judahrhodie @MiamKitty @RhodieHouse Happy birthday Rhodie Wish you many more"  
[X Link](https://x.com/FinFreedomMgmt/status/1777475643405402200)  2024-04-08T23:16Z [---] followers, [--] engagements


"@TwainsMustache Just missing tobacco in esg portfolio have subbed cannabis instead"  
[X Link](https://x.com/FinFreedomMgmt/status/1781493034917536238)  2024-04-20T01:20Z [---] followers, [--] engagements


"@Mr_Derivatives Thats called a gated community. Popular in Florida from what I hear. Many neighborhoods in Lima Peru will do what you suggest on an informal basis ie not a gated community"  
[X Link](https://x.com/FinFreedomMgmt/status/1782077863698559459)  2024-04-21T16:04Z [---] followers, [--] engagements


"Excellent interview well worth a listen if youre interested in hedging interest rate risk. Im super excited to sit down in studio w/ @KeithMcCullough @Hedgeye today at 12:00pm ET. Weve got lots investing ideas/opportunities to talk about Watch free: https://t.co/9JGYor5EhM https://t.co/rErRpKS7AH Im super excited to sit down in studio w/ @KeithMcCullough @Hedgeye today at 12:00pm ET. Weve got lots investing ideas/opportunities to talk about Watch free: https://t.co/9JGYor5EhM https://t.co/rErRpKS7AH"  
[X Link](https://x.com/FinFreedomMgmt/status/1785070067140399418)  2024-04-29T22:14Z [---] followers, [--] engagements


"Highly encourage shareholders to listen to this a couple of times in prep for the Monday AMA. $ENVX Enovix Q1 [----] Earnings via @YouTube https://youtu.be/HaE43hn4UzYsi=I-Xfm2cvs7GjpuzL https://youtu.be/HaE43hn4UzYsi=I-Xfm2cvs7GjpuzL"  
[X Link](https://x.com/FinFreedomMgmt/status/1786121251347484992)  2024-05-02T19:51Z [----] followers, [---] engagements


"@lhamtil $CELH seems to be gaining market share vs Monster and Red Bull according to Nielsen. Also a fan of $BRBR in the RTD beverage space"  
[X Link](https://x.com/FinFreedomMgmt/status/1786179270101852626)  2024-05-02T23:41Z [---] followers, [---] engagements


"@InsiderBuySS Like going to Ireland for St. Patricks day"  
[X Link](https://x.com/FinFreedomMgmt/status/1787456103535567035)  2024-05-06T12:15Z [---] followers, [--] engagements


"@joceyreyes209 Happy birthday Grace Glad to see youre celebrating it well"  
[X Link](https://x.com/FinFreedomMgmt/status/1788225444220662140)  2024-05-08T15:12Z [---] followers, [--] engagements


"@Jedi_ant Looks like little put buying ahead of CPI next week. Just hedging should bring price down a bit"  
[X Link](https://x.com/FinFreedomMgmt/status/1788226658454863904)  2024-05-08T15:17Z [---] followers, [--] engagements


"@Jedi_ant I know that a puke after 1st rate cut is historically what happens in US. Not sure what happens if they cut first internationally. We may be in for a grind"  
[X Link](https://x.com/FinFreedomMgmt/status/1788995339581583541)  2024-05-10T18:11Z [---] followers, [--] engagements


"Excellent discussion of the technology IP moat that Enovix has built. $ENVX . In response to uninformed comments this weekend about Enovix having no tech or innovative technology and useless patents I say the following: Initially the company focused on and solved material science chemistry and physics problems associated with the use of $ENVX . In response to uninformed comments this weekend about Enovix having no tech or innovative technology and useless patents I say the following: Initially the company focused on and solved material science chemistry and physics problems associated with"  
[X Link](https://x.com/FinFreedomMgmt/status/1789799984373617001)  2024-05-12T23:29Z [----] followers, [---] engagements


"@filiusVi Any analysis you can point to as to what may be a fair price TIA"  
[X Link](https://x.com/FinFreedomMgmt/status/1789975088046989529)  2024-05-13T11:04Z [---] followers, [---] engagements


"Given strong customer interest and the readiness of Fab2 Enovix has begun taking decisive actions to consolidate manufacturing of all silicon batteries to Malaysia by July. $ENVX what a major accomplishment lets go @rajtalluri @jmalchow @joceyreyes209 @AlderLaneEggs @mcinnes_danny @eenLien https://t.co/5HJGqMpUlT $ENVX what a major accomplishment lets go @rajtalluri @jmalchow @joceyreyes209 @AlderLaneEggs @mcinnes_danny @eenLien https://t.co/5HJGqMpUlT"  
[X Link](https://x.com/FinFreedomMgmt/status/1789987538507026902)  2024-05-13T11:54Z [----] followers, [----] engagements


"$ENVX Wondering whether folks woke up to the importance of the morning's news release and/or whether we're seeing the effect of Roaring Kitty mania"  
[X Link](https://x.com/FinFreedomMgmt/status/1790019312943522205)  2024-05-13T14:00Z [---] followers, [---] engagements


"@filiusVi @Blackjack155361 @LimitedHangOut1 @Jhadj_theos Looks like a bit of a mess before the value gets unlocked"  
[X Link](https://x.com/FinFreedomMgmt/status/1790354893317845318)  2024-05-14T12:14Z [---] followers, [--] engagements


"Clean energy near cheapest levels in their history. Couple of other good nuggets in here. [--] Stocks to Play Growing Energy Demand From Oil and Gas to Nuclear and Solar https://www.barrons.com/articles/energy-roundtable-oil-gas-nuclear-solar-stock-picks-da4948afst=4efyxsp7rg89hod https://www.barrons.com/articles/energy-roundtable-oil-gas-nuclear-solar-stock-picks-da4948afst=4efyxsp7rg89hod"  
[X Link](https://x.com/FinFreedomMgmt/status/1792158281856663953)  2024-05-19T11:40Z [---] followers, [--] engagements


"@SouthernValue95 $PCT getting through teething pains of first plant to recycle PP5. Only one to produce it at their quality level. Report high level of interest plus regulatory tailwind"  
[X Link](https://x.com/FinFreedomMgmt/status/1792205808065011840)  2024-05-19T14:48Z [----] followers, [----] engagements


"@nope_its_lily Wasnt expecting you to say that. $LIT building a good base lithium prices appear to have bottomed last year"  
[X Link](https://x.com/FinFreedomMgmt/status/1792665339429577072)  2024-05-20T21:14Z [----] followers, [---] engagements


"@lhamtil Timely given that investors are getting paid on cash and fixed income"  
[X Link](https://x.com/FinFreedomMgmt/status/1793032968333578563)  2024-05-21T21:35Z [----] followers, [--] engagements


"@hmeisler Look at the IPPs $CEG $NRG $VST"  
[X Link](https://x.com/FinFreedomMgmt/status/1793680000052576482)  2024-05-23T16:26Z [---] followers, [--] engagements


"@BichonRedux Been a dog fan r years now. Thought the spin from ATT would have been the catalyst. Perhaps uncle Warren selling $PARA marked the bottom for the sector"  
[X Link](https://x.com/FinFreedomMgmt/status/1793986054267269254)  2024-05-24T12:43Z [---] followers, [----] engagements


"@nope_its_lily $ADTH"  
[X Link](https://x.com/FinFreedomMgmt/status/1794063520285282659)  2024-05-24T17:50Z [----] followers, [---] engagements


"@michael94521 Thats more like it. Near term Id be happy with recovering the [----] highs in the 30s"  
[X Link](https://x.com/FinFreedomMgmt/status/1795100809488748834)  2024-05-27T14:32Z [---] followers, [--] engagements


"@Gary_Brode @enriqueabeyta Loved the comment about the Mag [--] of the utility sector"  
[X Link](https://x.com/FinFreedomMgmt/status/1797311845591625980)  2024-06-02T16:58Z [----] followers, [--] engagements


"@matthewstoller Fiat lux"  
[X Link](https://x.com/FinFreedomMgmt/status/1797751368943579183)  2024-06-03T22:05Z [---] followers, [--] engagements


"@nope_its_lily $HIMS already going down this road"  
[X Link](https://x.com/FinFreedomMgmt/status/1798694318359929285)  2024-06-06T12:31Z [----] followers, [---] engagements


"@billahearn3 Some FX / macro folks have the USD expensive vs other major currencies. On a CoT basis getting same message. Momentum and churn in geopolitics may be keeping USD bid short term"  
[X Link](https://x.com/FinFreedomMgmt/status/1799986207784378844)  2024-06-10T02:05Z [----] followers, [--] engagements


"@calvinfroedge Brazil being sold today contributing to BAK sell off"  
[X Link](https://x.com/FinFreedomMgmt/status/1802790645184024647)  2024-06-17T19:49Z [----] followers, [---] engagements


"@FZucchi Been a buyer on pullbacks over past couple weeks. Strong correlation to IPPs $CEG $VST $NRG"  
[X Link](https://x.com/FinFreedomMgmt/status/1805019157756338417)  2024-06-23T23:24Z [----] followers, [--] engagements


"@CorneliaLake Great color on the convertible arb space"  
[X Link](https://x.com/FinFreedomMgmt/status/1806130971676139524)  2024-06-27T01:02Z [----] followers, [---] engagements


"@ShortsellerST skeptical we've seen the end of the world's strongest bull market with VIX at 15.92"  
[X Link](https://x.com/FinFreedomMgmt/status/1814032320640278982)  2024-07-18T20:19Z [----] followers, [--] engagements


"Missed this yesterday well on their way to nameplate production. $ERO https://finance.yahoo.com/news/ero-copper-achieves-first-saleable-110000180.html https://finance.yahoo.com/news/ero-copper-achieves-first-saleable-110000180.html"  
[X Link](https://x.com/FinFreedomMgmt/status/1816060485780820211)  2024-07-24T10:38Z [---] followers, [--] engagements


"@ShortsellerST took some chips off the table. Vulnerable in a volatile market imho"  
[X Link](https://x.com/FinFreedomMgmt/status/1816517422721241164)  2024-07-25T16:54Z [---] followers, [---] engagements


"@wmthomson22 @massifcap $GEV should be expanding as well"  
[X Link](https://x.com/FinFreedomMgmt/status/1817959984103055713)  2024-07-29T16:26Z [---] followers, [--] engagements


"$VST $TLN $CEG appear to have suffered collateral damage from the tech fallout. As the article points out recent power auction went off at 9x current prices. Big Power Producers Look Like Winners in the Energy Transition. [--] Stocks to Consider. https://www.barrons.com/articles/energy-stocks-power-plants-constellation-vistra-talen-6b96aa3fst=p3jdi132lpj5wu1 https://www.barrons.com/articles/energy-stocks-power-plants-constellation-vistra-talen-6b96aa3fst=p3jdi132lpj5wu1"  
[X Link](https://x.com/FinFreedomMgmt/status/1819698785745776888)  2024-08-03T11:36Z [---] followers, [----] engagements


"Very nice recap and assessment of current $ENVX situation $ENVX investors not financial advice but what a week You wanna hold this stock be able to ride the ⚡ [--] huge announcements qtrly 📞 COO gets essentially knighted in and then the stock tanked 🤷♂ Lets 👀 at the news the tailwinds and Ill give my take on the concerns https://t.co/slhJ9LBSzi $ENVX investors not financial advice but what a week You wanna hold this stock be able to ride the ⚡ [--] huge announcements qtrly 📞 COO gets essentially knighted in and then the stock tanked 🤷♂ Lets 👀 at the news the tailwinds and Ill give my take on"  
[X Link](https://x.com/FinFreedomMgmt/status/1820180509743251489)  2024-08-04T19:30Z [---] followers, [----] engagements


"@enriqueabeyta Thoughts on whats going on w $TLN $CEG $VST caught up in momentum unwind Last weeks news on PJM auction was v bullish"  
[X Link](https://x.com/FinFreedomMgmt/status/1820404869435408820)  2024-08-05T10:21Z [---] followers, [---] engagements


"@wmthomson22 @massifcap Here's the link to $GEV power transformer page. There may be an opportunity here now that it is free of GE. https://www.gevernova.com/grid-solutions/hvmv_equipment/catalog/power_transformers.htm https://www.gevernova.com/grid-solutions/hvmv_equipment/catalog/power_transformers.htm"  
[X Link](https://x.com/FinFreedomMgmt/status/1820529179726852363)  2024-08-05T18:35Z [---] followers, [--] engagements


"@MrNotAdvice Iv crazy on $ENVX options"  
[X Link](https://x.com/FinFreedomMgmt/status/1820983295040999752)  2024-08-07T00:40Z [---] followers, [---] engagements


"@LogicalThesis Happy birthday to you bud"  
[X Link](https://x.com/FinFreedomMgmt/status/1824534525478932534)  2024-08-16T19:51Z [----] followers, [--] engagements


"@filiusVi RMEM any concerns about the Brazil freedom of speech controversy Seems like US investors would tend to stay away"  
[X Link](https://x.com/FinFreedomMgmt/status/1830967848325521540)  2024-09-03T13:55Z [----] followers, [--] engagements


"@calvinfroedge Everyone learns at one point or another that theres a little more volatility in commodities producers than in the $SPX"  
[X Link](https://x.com/FinFreedomMgmt/status/1833280256888979822)  2024-09-09T23:04Z [----] followers, [--] engagements


"@dingo__hunter Fingers crossed"  
[X Link](https://x.com/FinFreedomMgmt/status/1833281182106046525)  2024-09-09T23:07Z [----] followers, [--] engagements


"@BradleyKneedler @dingo__hunter From what I read theyre too small as a power producer will get eventually get bought. Buybacks would be great holding till it gets bought"  
[X Link](https://x.com/FinFreedomMgmt/status/1833550913749061690)  2024-09-10T16:59Z [----] followers, [---] engagements


"@BradleyKneedler @dingo__hunter Yes same here. The market hasnt completely priced in the recent auction for instance. Wouldnt mind owning a cash gusher for the foreseeable future"  
[X Link](https://x.com/FinFreedomMgmt/status/1833655730953503016)  2024-09-10T23:56Z [----] followers, [--] engagements


"@PauloMacro Paulo if the Yen is acting as a safe haven couldnt the correlation be that both are signaling global slowdown"  
[X Link](https://x.com/FinFreedomMgmt/status/1833841010272551383)  2024-09-11T12:12Z [----] followers, [---] engagements


"@PeterBerezinBCA @FZucchi thought youd find this interesting"  
[X Link](https://x.com/FinFreedomMgmt/status/1833930764041261125)  2024-09-11T18:09Z [----] followers, [---] engagements


"@DailyCompoundng Is this more science He looks amazingly like Jackie Chan"  
[X Link](https://x.com/FinFreedomMgmt/status/1833990503165022462)  2024-09-11T22:06Z [----] followers, [---] engagements


"Some positive mention of offshore space. Focus is on $SLB opportunity. Schlumberger Stock Was Once as Hot as Nvidia. Why Its a Buy. https://www.barrons.com/articles/buy-schlumberger-stock-pick-price-oil-dbf80ec6 https://www.barrons.com/articles/buy-schlumberger-stock-pick-price-oil-dbf80ec6"  
[X Link](https://x.com/FinFreedomMgmt/status/1834947657334194470)  2024-09-14T13:29Z [----] followers, [--] engagements


"Why Its Not Too Late to Swap Tech for Tech Beneficiaries From Utilities to REITs https://www.barrons.com/articles/why-its-time-to-swap-tech-for-tech-beneficiaries-from-utilities-to-reits-c6125c86 https://www.barrons.com/articles/why-its-time-to-swap-tech-for-tech-beneficiaries-from-utilities-to-reits-c6125c86"  
[X Link](https://x.com/FinFreedomMgmt/status/1835010030724059326)  2024-09-14T17:37Z [----] followers, [--] engagements


"@calvinfroedge Calvin where does the beef come from US Brazil Argentina"  
[X Link](https://x.com/FinFreedomMgmt/status/1835017391094235492)  2024-09-14T18:06Z [----] followers, [---] engagements


"@calvinfroedge I know Mexico and Guatemala have cattle but dont know that they export"  
[X Link](https://x.com/FinFreedomMgmt/status/1835020917002420677)  2024-09-14T18:20Z [----] followers, [--] engagements


"@filiusVi Rmem what was the adr equivalent do you recall TIA"  
[X Link](https://x.com/FinFreedomMgmt/status/1835472473745174676)  2024-09-16T00:15Z [----] followers, [---] engagements


"@nope_its_lily Happy birthday to you Lily"  
[X Link](https://x.com/FinFreedomMgmt/status/1839033551473254897)  2024-09-25T20:05Z [----] followers, [--] engagements


"@YellowLabLife Using $SLX as an industry benchmark it's up 2.37% vs $X down 3.66%. Seems a bit stretched to me"  
[X Link](https://x.com/FinFreedomMgmt/status/1839317594341609630)  2024-09-26T14:54Z [---] followers, [---] engagements


"@AAGresearch Fan of $HCC and $BTU"  
[X Link](https://x.com/FinFreedomMgmt/status/1839363276230258703)  2024-09-26T17:55Z [---] followers, [---] engagements


"@KevinLMak Some very good observations on the dynamics of this stock. Thanks Kevin"  
[X Link](https://x.com/FinFreedomMgmt/status/1839786367922126984)  2024-09-27T21:57Z [----] followers, [---] engagements


"Lower costs stable pricing and protection are tarries on the way in Brazil should give us better margins $BAK. $BAK $PBR #BRKM5 Good morning dear gentlemen. While prices for polypropylene/polyethylene and other polymers have remained stable in recent weeks prices for naphtha which is in turn the primary raw material for the production of Braskem products have fallen sharply since https://t.co/F7yusploin $BAK $PBR #BRKM5 Good morning dear gentlemen. While prices for polypropylene/polyethylene and other polymers have remained stable in recent weeks prices for naphtha which is in turn the"  
[X Link](https://x.com/FinFreedomMgmt/status/1840379872541073529)  2024-09-29T13:15Z [----] followers, [---] engagements


"@danny_kirsch $GME mode engaged"  
[X Link](https://x.com/FinFreedomMgmt/status/1841636567103799656)  2024-10-03T00:29Z [----] followers, [---] engagements


"@DerivativesDon CoT report now shifting to commercials short Yen. Dollar appears to be gaining strength recently. Maybe we retest the bottom"  
[X Link](https://x.com/FinFreedomMgmt/status/1841801368090169434)  2024-10-03T11:23Z [----] followers, [--] engagements


"@mcinnes_danny Architecture is orthogonal to current approach. That's what I love about the company. Incumbents keep squeezing juice from legacy approach however"  
[X Link](https://x.com/FinFreedomMgmt/status/1841851728267776071)  2024-10-03T14:44Z [----] followers, [---] engagements


"and PPC believes its recent work is within the scope of those historic activities. Pending further engagement with CCC staff PPC has moved all crews out of the Coastal Zone to other areas of the pipeline complex to proceed with remaining repairs and maintenance"  
[X Link](https://x.com/FinFreedomMgmt/status/1843295610344235354)  2024-10-07T14:21Z [----] followers, [--] engagements


"in compliance with the stringent safety requirements of the Consent Decree ultimately including a full hydrotest of the pipeline to ensure it is in as-new condition before restart of oil and gas production"  
[X Link](https://x.com/FinFreedomMgmt/status/1843295612177207359)  2024-10-07T14:21Z [----] followers, [--] engagements


"@TweetLeni looking for commodity plays to bounce back as folks realize inflation is coming back"  
[X Link](https://x.com/FinFreedomMgmt/status/1843746448401412127)  2024-10-08T20:13Z [----] followers, [--] engagements


"Is the run over in utility stocks Utility Stocks Had Best [--] Months of the Century. Now Vistra Constellation Are Falling. via @BarronsOnline https://www.barrons.com/articles/utility-stocks-vistra-constellation-talen-ai-08e1b3b3 https://www.barrons.com/articles/utility-stocks-vistra-constellation-talen-ai-08e1b3b3"  
[X Link](https://x.com/FinFreedomMgmt/status/1844044541617377485)  2024-10-09T15:57Z [----] followers, [--] engagements


"@mfwarder @HomosexualMan1 $BTU just issued a Centurion update. Theres nothing but a big yawn thus far in after hours. Strange that they would issue on a Friday conf call Monday"  
[X Link](https://x.com/FinFreedomMgmt/status/1844840195453043149)  2024-10-11T20:39Z [----] followers, [---] engagements


"Peabody - Company News $BTU https://www.peabodyenergy.com/Home/Company-News-1161 https://www.peabodyenergy.com/Home/Company-News-1161"  
[X Link](https://x.com/FinFreedomMgmt/status/1844840700069699949)  2024-10-11T20:41Z [----] followers, [---] engagements


"$BTU #coal presentation buried in 8k. See link https://app.quotemedia.com/data/downloadFilingwebmasterId=101533&ref=318642912&type=PDF&cdn=ca6bcbd47969ef2ade1398a957a6b7c6&formType=8-K&dateFiled=2024-10-11&cik=0001064728&symbol=0001064728&companyName=#page6 https://app.quotemedia.com/data/downloadFilingwebmasterId=101533&ref=318642912&type=PDF&cdn=ca6bcbd47969ef2ade1398a957a6b7c6&formType=8-K&dateFiled=2024-10-11&cik=0001064728&symbol=0001064728&companyName=#page6"  
[X Link](https://x.com/FinFreedomMgmt/status/1844841795651297567)  2024-10-11T20:45Z [----] followers, [---] engagements


"@CorneliaLake That is really an interesting observation Judd. I see the S-1 was filed on 10/11/24 so there was certainly a window to include the CCC letter if it was deemed of potential material impact"  
[X Link](https://x.com/FinFreedomMgmt/status/1845533972089946480)  2024-10-13T18:36Z [----] followers, [---] engagements


"@TweetLeni looks like $WFC coming out of the penalty box"  
[X Link](https://x.com/FinFreedomMgmt/status/1846216783549665312)  2024-10-15T15:49Z [----] followers, [--] engagements


"Good for you $GEV now that youre free of $GE "Wood Mackenzie software used by nearly 50% of US utilities to manage their equipment procurement gives real-time visibility on lead times and prices. We are typically seeing lead times now averaging three years for particularly large transformers (greater than [---] MVA). In "Wood Mackenzie software used by nearly 50% of US utilities to manage their equipment procurement gives real-time visibility on lead times and prices. We are typically seeing lead times now averaging three years for particularly large transformers (greater than [---] MVA). In"  
[X Link](https://x.com/FinFreedomMgmt/status/1847240731015971105)  2024-10-18T11:38Z [----] followers, [--] engagements


"@ArrakisGlobal On the plus side $BTU thermal assets may get some love finally"  
[X Link](https://x.com/FinFreedomMgmt/status/1848327435923685399)  2024-10-21T11:36Z [----] followers, [---] engagements


"@taubamush Thanks for that. What I like about $ENVX is that they are actually going into production. I have looked at several companies w interesting technology. I prefer to invest in derisked companies to the extent possible"  
[X Link](https://x.com/FinFreedomMgmt/status/1848502077669974150)  2024-10-21T23:10Z [----] followers, [---] engagements


"@taubamush As you point out the gap between their initial roadmap and competitors has narrowed considerably. I continue to think the $ENVX architecture puts them on a higher S curve. The next year should prove the case one way or another"  
[X Link](https://x.com/FinFreedomMgmt/status/1848502309090902151)  2024-10-21T23:11Z [----] followers, [---] engagements


"@CorneliaLake $NMM not getting the same love as $ZIM though also much less volatile"  
[X Link](https://x.com/FinFreedomMgmt/status/1848725984985448489)  2024-10-22T13:59Z [----] followers, [---] engagements


"@CatSE___ApeX___ @JRosenworcelFCC Thanks Cat for posting. Great progress being made on the regulatory front. $ASTS"  
[X Link](https://x.com/FinFreedomMgmt/status/1848741304294908213)  2024-10-22T15:00Z [----] followers, [---] engagements


"@CapitalValor $EYLD is another on the etf side. Theres prob others"  
[X Link](https://x.com/FinFreedomMgmt/status/1848796678960124355)  2024-10-22T18:40Z [----] followers, [---] engagements


"$ENVX earnings tomorrow. Here's a note from IB"  
[X Link](https://x.com/FinFreedomMgmt/status/1850899345941356771)  2024-10-28T13:56Z [----] followers, [----] engagements


"@ttmygh @GlobalForecastr Should post w a trigger warning no matter which side of the aisle youre on"  
[X Link](https://x.com/FinFreedomMgmt/status/1850911132841541667)  2024-10-28T14:42Z [----] followers, [---] engagements


"Anyone seen news on $BLDR Why is it taking a hit -8%"  
[X Link](https://x.com/FinFreedomMgmt/status/1851263860063260705)  2024-10-29T14:04Z [---] followers, [---] engagements


"@rcwhalen @rickjnewman @realDonaldTrump @elonmusk @USTreasury @YahooFinance Certainly out of consensus view Chris"  
[X Link](https://x.com/FinFreedomMgmt/status/1851350037760000498)  2024-10-29T19:47Z [----] followers, [--] engagements


"In the category of turnaround is fair play American company $ENVX provides battery to Chinese cell phones Enovix and Leading Smartphone OEM Execute Development Agreement for Mass Production in [----] Read the press release 👉 https://t.co/PDfdXIwsmy Enovix and Leading Smartphone OEM Execute Development Agreement for Mass Production in [----] Read the press release 👉 https://t.co/PDfdXIwsmy"  
[X Link](https://x.com/FinFreedomMgmt/status/1851590753568338152)  2024-10-30T11:43Z [----] followers, [---] engagements


"@Foldnow1984 V interesting thesis. Makes most sense in EV to me due to the difference in mfg. the big challenge in mobile is scale. Samsung certainly has the ops and capital size to make that happen. For more niche applications I continue to see $ENVX running the mfg"  
[X Link](https://x.com/FinFreedomMgmt/status/1851639134982389959)  2024-10-30T14:55Z [----] followers, [---] engagements


"@ShortsellerST Similar problem with $LAC"  
[X Link](https://x.com/FinFreedomMgmt/status/1851646645177373037)  2024-10-30T15:25Z [----] followers, [---] engagements


"@CorneliaLake Don't get why this company is trading so cheaply. Any of the investments could be worth what it's trading for net of cash. Do folks assume that the AI data center focus will just hemorrhage cash"  
[X Link](https://x.com/FinFreedomMgmt/status/1852352278365102169)  2024-11-01T14:09Z [----] followers, [---] engagements


"@Foldnow1984 Thats typically what happens in a dilution event. Nothing new just the mechanics of Wall Street"  
[X Link](https://x.com/FinFreedomMgmt/status/1852488249836462584)  2024-11-01T23:09Z [----] followers, [--] engagements


"@FjordPhil From what Ive read $VAL has a super conservative management. Doubt theyll go for it till theres a change"  
[X Link](https://x.com/FinFreedomMgmt/status/1852501460527059146)  2024-11-02T00:02Z [---] followers, [---] engagements


"Highly encourage folks to read Enriques views on $TLN Our HX Legacy FREE IDEA $TLN had some news over the weekend. We are our take on it along with our updated views here in HX Daily https://t.co/O7mWIihk5N Our HX Legacy FREE IDEA $TLN had some news over the weekend. We are our take on it along with our updated views here in HX Daily https://t.co/O7mWIihk5N"  
[X Link](https://x.com/FinFreedomMgmt/status/1853416853911093449)  2024-11-04T12:39Z [----] followers, [---] engagements


"@Stock_Inf0 @bluff_capital Being hit for $MSFT deal fallout possibly coming if $TLN news is a precursor"  
[X Link](https://x.com/FinFreedomMgmt/status/1853491009016959273)  2024-11-04T17:34Z [---] followers, [---] engagements


"@cigs1234 Cigs still have no idea what would cause this kind of sell off. Close to a 40% range today. One would think that a dilution was announced. Do we just chuck it up to being a biotech"  
[X Link](https://x.com/FinFreedomMgmt/status/1853613160206344329)  2024-11-05T01:39Z [----] followers, [---] engagements


"$ENVX Trump made a comment that unspent IRA bill money would be cancelled. This may be affecting a number of companies. Check your holdings for impact"  
[X Link](https://x.com/FinFreedomMgmt/status/1854231350783447223)  2024-11-06T18:36Z [----] followers, [---] engagements


"Highly recommend this vid Enrique is the OG on $TLN as far as I am concerned With the recent FERC news on the $TLN $AMZN deal we did a short video on that that and the IPPs. $VST $CEG You can watch it here. https://t.co/33qOPtwmyu With the recent FERC news on the $TLN $AMZN deal we did a short video on that that and the IPPs. $VST $CEG You can watch it here. https://t.co/33qOPtwmyu"  
[X Link](https://x.com/FinFreedomMgmt/status/1854652877135921579)  2024-11-07T22:31Z [---] followers, [---] engagements


"Commonly repeated error in this story that the $AMZN $TLN deal was completely rejected. Only the incremental portion was rejected. Original deal still moving forward. The AI Power Play May Be Running Out of Juice https://www.barrons.com/articles/ai-data-centers-nuclear-energy-power-acc9b5d0st=scD867 https://www.barrons.com/articles/ai-data-centers-nuclear-energy-power-acc9b5d0st=scD867"  
[X Link](https://x.com/FinFreedomMgmt/status/1855253309281460583)  2024-11-09T14:17Z [---] followers, [--] engagements


"@ArrakisGlobal PE firms need an off ramp"  
[X Link](https://x.com/FinFreedomMgmt/status/1855329937709736138)  2024-11-09T19:21Z [----] followers, [--] engagements


"@BradleyKneedler Have seen other media make this same mistake. I expected more from Barrons not what it used to be"  
[X Link](https://x.com/FinFreedomMgmt/status/1855342273128477015)  2024-11-09T20:10Z [----] followers, [--] engagements


"Great thread w milestones we can expect thru next year $ASTS $ASTS: Here is a trail of breadcrumbs in sequence of occurrence suggesting that a launch + production plan is in place for continuous coverage and start of commercial service by late 2025/early [----]. This means at least [--] satellites in orbit. Why 👇 1/15 $ASTS: Here is a trail of breadcrumbs in sequence of occurrence suggesting that a launch + production plan is in place for continuous coverage and start of commercial service by late 2025/early [----]. This means at least [--] satellites in orbit. Why 👇 1/15"  
[X Link](https://x.com/FinFreedomMgmt/status/1855343960589324497)  2024-11-09T20:17Z [----] followers, [---] engagements


"@ShortsellerST $VKTX $TMDX only two individual names in the space Im interested in too volatile for me"  
[X Link](https://x.com/FinFreedomMgmt/status/1855429897201578313)  2024-11-10T01:58Z [----] followers, [---] engagements


"@ShortsellerST ETH playing catch up a bit over 20% to regain highs"  
[X Link](https://x.com/FinFreedomMgmt/status/1855617293155197387)  2024-11-10T14:23Z [----] followers, [--] engagements


"Some funny some thoughtful locations for fed agencies. Put them where they are close to constituents. President Trump is interested in decentralizing the federal government and moving agencies across the country. I have created a thread of where I think the agencies would be best served. Add your suggestions too. President Trump is interested in decentralizing the federal government and moving agencies across the country. I have created a thread of where I think the agencies would be best served. Add your suggestions too"  
[X Link](https://x.com/FinFreedomMgmt/status/1855619143833174048)  2024-11-10T14:30Z [----] followers, [--] engagements


"Im a fan of $TMDX dont know about 100x however. Good thread for getting a quick understanding of the opportunity $TMDX - The Potential for a 100X upside TransMedics stock is currently trading at $85 a sharp decrease from where it was just a few weeks ago. At $85 a share the stock is a steal. Here's why I believe $TMDX can achieve a 100x return🧵 https://t.co/5rKNbXmyKC $TMDX - The Potential for a 100X upside TransMedics stock is currently trading at $85 a sharp decrease from where it was just a few weeks ago. At $85 a share the stock is a steal. Here's why I believe $TMDX can achieve a 100x"  
[X Link](https://x.com/FinFreedomMgmt/status/1855620460039246189)  2024-11-10T14:36Z [----] followers, [---] engagements


"@ShortsellerST Didnt realize ETH made ATH back in [----]. ATH at [----] or 52% higher"  
[X Link](https://x.com/FinFreedomMgmt/status/1855692042497589281)  2024-11-10T19:20Z [----] followers, [--] engagements


"@CorneliaLake cautioned that the projects could take years to complete slowed down by the cost and public consultation required Classic euro approach. Will hugeky favor incumbents like $NBIS. FD have a position"  
[X Link](https://x.com/FinFreedomMgmt/status/1855708335003377778)  2024-11-10T20:25Z [----] followers, [---] engagements


"@AFMIII007 @V_arrell That said I think its silly to exit on FL disappointment. We have the DEA hearings ahead and an administration that is supportive of the industry"  
[X Link](https://x.com/FinFreedomMgmt/status/1855712997802451023)  2024-11-10T20:43Z [----] followers, [--] engagements


"@ShortsellerST For those not following $ZM closely whats the IPO pivot SS"  
[X Link](https://x.com/FinFreedomMgmt/status/1856026300093268169)  2024-11-11T17:28Z [----] followers, [---] engagements


"@U5sigma2 Why do you say No longer have any Russian assets"  
[X Link](https://x.com/FinFreedomMgmt/status/1856102336034222508)  2024-11-11T22:30Z [----] followers, [--] engagements


"$ASTS #SpaceMob Earnings tomorrow after close. Here are the ranges from IB this morning"  
[X Link](https://x.com/FinFreedomMgmt/status/1856722513058804139)  2024-11-13T15:35Z [----] followers, [---] engagements


"$TLN Market likes the results Talen Energy Reports Third Quarter [----] Results Raises and Narrows [----] Guidance and Reaffirms [----] Guidance Thu 11/14/2024 - 07:00 https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-reports-third-quarter-2024-results-raises-and/ https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-reports-third-quarter-2024-results-raises-and/"  
[X Link](https://x.com/FinFreedomMgmt/status/1857042253811749233)  2024-11-14T12:45Z [----] followers, [--] engagements


"@turtlespeed2020 Good catch Fred. I wonder how much the climate/ESG pendulum swinging the other way will reduce some of the opportunity"  
[X Link](https://x.com/FinFreedomMgmt/status/1858209614816264656)  2024-11-17T18:04Z [----] followers, [--] engagements


"$VST $CEG $TLN some names of independent power producers in this space AUSTIN - Texas Nuclear Summit Kicking off in a crowded banquet hall with @VistraCorp CEO Jim Burke and @reedclay Jim says "500-600 MW" of power uprates possible at his [----] MW fleet. More reactors can also be added to his plants. Datacenters are hungry for colocation https://t.co/767iL7PPcL AUSTIN - Texas Nuclear Summit Kicking off in a crowded banquet hall with @VistraCorp CEO Jim Burke and @reedclay Jim says "500-600 MW" of power uprates possible at his [----] MW fleet. More reactors can also be added to his plants."  
[X Link](https://x.com/FinFreedomMgmt/status/1858834731455984021)  2024-11-19T11:28Z [---] followers, [---] engagements


"@JasonStrom84409 @GreenhavenRoad Hi Jason thanks for positing as I have a position in $PAR. I don't see the section on $SOC however"  
[X Link](https://x.com/FinFreedomMgmt/status/1859299988049916363)  2024-11-20T18:17Z [---] followers, [---] engagements


"@calvinfroedge Thanks for the added color Calvin"  
[X Link](https://x.com/FinFreedomMgmt/status/1859894183856873547)  2024-11-22T09:38Z [---] followers, [--] engagements


"@calvinfroedge Slim is out accumulating shares in the energy space as well. $TALO $PBF are big holdings"  
[X Link](https://x.com/FinFreedomMgmt/status/1859894549562474752)  2024-11-22T09:39Z [---] followers, [---] engagements


"Best follow for analysis of $ENVX #ff. Great job here on Q3 results thanks Danny $ENVX Q3 REVIEW Intro - the capital raise I might have imagined that these reviews would be getting easier by now but hey this is Enovix we're talking about. So let's get this one out of the way first. The capital raise a day after the earnings call went down really badly $ENVX Q3 REVIEW Intro - the capital raise I might have imagined that these reviews would be getting easier by now but hey this is Enovix we're talking about. So let's get this one out of the way first. The capital raise a day after the earnings"  
[X Link](https://x.com/FinFreedomMgmt/status/1860344956482637853)  2024-11-23T15:29Z [----] followers, [---] engagements


"@ShortsellerST SS thats one ugly chart. $vktx and $ $tmdx"  
[X Link](https://x.com/FinFreedomMgmt/status/1860405863074173032)  2024-11-23T19:31Z [----] followers, [----] engagements


"@mfwarder Had no idea $BTU was a player in the Anglo assets"  
[X Link](https://x.com/FinFreedomMgmt/status/1860506076652732511)  2024-11-24T02:09Z [---] followers, [---] engagements


"@mcinnes_danny Excellent points Danny. I would add that it provides context for calling out ATL in the earnings call. With Yan on board they have the insight / confidence as to where $ENVX stands vis a vis ATL's technology. Super exciting market has not yet recognized the importance"  
[X Link](https://x.com/FinFreedomMgmt/status/1861429274718224594)  2024-11-26T15:18Z [----] followers, [---] engagements


"@eenLien And the [----] $ENVX sleuth award goes to @eenLien"  
[X Link](https://x.com/FinFreedomMgmt/status/1861459002514706477)  2024-11-26T17:16Z [----] followers, [---] engagements


"@JasonStrom84409 Jason then who does I have assumed it was the fire marshal all along that would green light production"  
[X Link](https://x.com/FinFreedomMgmt/status/1861468828565176686)  2024-11-26T17:55Z [----] followers, [---] engagements


"@calvinfroedge How did you pick Panama over Chile"  
[X Link](https://x.com/FinFreedomMgmt/status/1861562733134533089)  2024-11-27T00:08Z [----] followers, [--] engagements


"@Lotterystonks Thanks for the write up LS trying to get up to speed fast"  
[X Link](https://x.com/FinFreedomMgmt/status/1862302892280926436)  2024-11-29T01:09Z [----] followers, [---] engagements


"@Lotterystonks What gives the lie to the whole situation is the fact that shorts did not increase with the short report. If in fact the authors were convinced the company was a zero bagel donut you would see shorts increase not massively reduced"  
[X Link](https://x.com/FinFreedomMgmt/status/1862658318990197149)  2024-11-30T00:42Z [---] followers, [---] engagements


"@Lotterystonks Last thing Ill add is that this is a microcap in prerevenue stage. Implied volatility for $ASPI is [---]. For comparison the $SPX is at [--]. Typically one divides the IV by [--] to get a sense of an expected daily move. For $ASPI thats +/- 10% day"  
[X Link](https://x.com/FinFreedomMgmt/status/1862659515679654288)  2024-11-30T00:46Z [---] followers, [---] engagements


"@VD718 @TheAlte22837262 @SuburbanDrone @ajwdct @VicSperandeo @Seawolfcap @rob_koester @walkerglewis @DrRyanPDaly @Halsrethink @dmoses34 @SantiagoAuFund @S_Mikhailovich @AlfredENewman5 @AxelMerk $BRL Brazilian real has been taking a hit as well"  
[X Link](https://x.com/FinFreedomMgmt/status/1862923864025547111)  2024-11-30T18:17Z [---] followers, [---] engagements


"@FZucchi $GEV has an SMR project going in Ontario. Theyre targeting [--] for production I believe. Thats about as soon as Ive seen projections. $GEV also says theyre unable to do more at this time. Got to walk before you can run"  
[X Link](https://x.com/FinFreedomMgmt/status/1862953283855294828)  2024-11-30T20:14Z [---] followers, [---] engagements


"@CorneliaLake Powder River Basin coal assets also a non zero probability of data center site as well to really make heads explode 🤯"  
[X Link](https://x.com/FinFreedomMgmt/status/1863327231604338810)  2024-12-01T21:00Z [----] followers, [---] engagements


"@PurpleDrink_LLC @GoosiferTrading @persontradoor Plus you have $CLF saying they are still interested"  
[X Link](https://x.com/FinFreedomMgmt/status/1864293633521848406)  2024-12-04T13:00Z [---] followers, [---] engagements


"@CorneliaLake Right now $CORZ $IREN driven by crypto imo. The data center aspect is a longer term prospect"  
[X Link](https://x.com/FinFreedomMgmt/status/1864809723653963964)  2024-12-05T23:10Z [---] followers, [---] engagements


"Fave time of the week. #ff for all things $ASTS 🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 $ASTS gets industry recognition as well as a lot of attention at AT&T's analyst day as much more. https://t.co/3paAOAN1iz 🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 $ASTS gets industry recognition as well as a lot of attention at AT&T's analyst day as much more. https://t.co/3paAOAN1iz"  
[X Link](https://x.com/FinFreedomMgmt/status/1865601201556918548)  2024-12-08T03:36Z [---] followers, [---] engagements


"@PurpleDrink_LLC @guyinwashington $TLN is another independent power producer that merits a look. They have a deal with Amazon"  
[X Link](https://x.com/FinFreedomMgmt/status/1866227809376501786)  2024-12-09T21:05Z [---] followers, [--] engagements


"@calvinfroedge Brazil starting to perk up. $BAK finally managed to keep gains to end the day"  
[X Link](https://x.com/FinFreedomMgmt/status/1866821551506768230)  2024-12-11T12:25Z [---] followers, [----] engagements


"@charlesbonnerjr $TDW"  
[X Link](https://x.com/FinFreedomMgmt/status/1869045985382728126)  2024-12-17T15:44Z [---] followers, [---] engagements


"@FZucchi Yeah bonds and FX saying not much interesting happened yesterday. MOVE went from [--] to [--] amazingly. Equities had a severe panic attack. VIX went from a quiet [--] to 28"  
[X Link](https://x.com/FinFreedomMgmt/status/1869727360104472985)  2024-12-19T12:51Z [---] followers, [--] engagements


"@Jedi_ant lol traders v tourists"  
[X Link](https://x.com/FinFreedomMgmt/status/1869851043221454925)  2024-12-19T21:03Z [---] followers, [--] engagements


"@energybants Mark amazing to me that price is not reflecting all the increased demand. Where do folks expect all the uranium to come from"  
[X Link](https://x.com/FinFreedomMgmt/status/1870516528191353125)  2024-12-21T17:07Z [---] followers, [---] engagements


"Well done article that belies the claim that working folks and residents do not support the $X US Steel acquisition. They do. Steelworkers union is split over Nippon Steel bid for US Steel. Link to story below Steelworkers union is split over Nippon Steel bid for US Steel. Link to story below"  
[X Link](https://x.com/FinFreedomMgmt/status/1870547210393596161)  2024-12-21T19:09Z [---] followers, [---] engagements


"@CorneliaLake Thanks Judd Super grateful for your sharing your insights and thought process on your various investments"  
[X Link](https://x.com/FinFreedomMgmt/status/1871304353992348135)  2024-12-23T21:18Z [---] followers, [--] engagements


"@CorneliaLake Best wishes for a Happy Hanukkah and a happy and prosperous new year"  
[X Link](https://x.com/FinFreedomMgmt/status/1871304562755400116)  2024-12-23T21:19Z [---] followers, [--] engagements


"@CatSE___ApeX___ Thanks for the tutorial Cat Super interesting development for $ASTS competitive advantage"  
[X Link](https://x.com/FinFreedomMgmt/status/1873872798005027252)  2024-12-30T23:24Z [---] followers, [---] engagements


"@BR_Kelleran Really surprised folks still think $SOC is a binary. Then again I may have drunk the kool aid"  
[X Link](https://x.com/FinFreedomMgmt/status/1873875420380279172)  2024-12-30T23:34Z [---] followers, [----] engagements


"I can see why the market is not v bulled up on the Ligado deal news. $ASTS AST SpaceMobile said it will be able to offer [---] Mbit/s speeds over its satellite network if it gets access to 45MHz of spectrum from bankrupt Ligado. But the chances of AST SpaceMobile actually putting Ligado's spectrum into use are incredibly low. https://t.co/uAEtzZscnm AST SpaceMobile said it will be able to offer [---] Mbit/s speeds over its satellite network if it gets access to 45MHz of spectrum from bankrupt Ligado. But the chances of AST SpaceMobile actually putting Ligado's spectrum into use are incredibly"  
[X Link](https://x.com/FinFreedomMgmt/status/1876699291697205725)  2025-01-07T18:35Z [---] followers, [---] engagements


"@TweetLeni I wonder if folks are anticipating the rebuild cycle in LA as well. Separately news of a bid for $X"  
[X Link](https://x.com/FinFreedomMgmt/status/1878863324668157998)  2025-01-13T17:54Z [---] followers, [--] engagements


"@Jedi_ant I trade on $COIN good liquidity and spreads on majors. They track all the tax stuff for you"  
[X Link](https://x.com/FinFreedomMgmt/status/1879181551126397162)  2025-01-14T14:59Z [---] followers, [--] engagements


"@ShortsellerST $VBR running like it robbed a bank. Still skeptical here"  
[X Link](https://x.com/FinFreedomMgmt/status/1879500174684471541)  2025-01-15T12:05Z [----] followers, [--] engagements


"@HedgeyeAI @HEDigitalAssets Comments on AI/HPC play for $BTC miners It appears to be part of the dynamic for $IREN $CORZ etc"  
[X Link](https://x.com/FinFreedomMgmt/status/1879879533010235686)  2025-01-16T13:13Z [---] followers, [---] engagements


"@V_arrell I'm not touching this space further unless we get a reg change. Small position in $GLASF"  
[X Link](https://x.com/FinFreedomMgmt/status/1879974435589091617)  2025-01-16T19:30Z [---] followers, [---] engagements


"@PurpleDrink_LLC Thought for sure $PTON was ready to run. May still"  
[X Link](https://x.com/FinFreedomMgmt/status/1880627845921390874)  2025-01-18T14:46Z [---] followers, [---] engagements


"@FransBakker9812 @IREN_Ltd The need for CAPEX to do the build out and keep the value to themselves was my read as well. Buying"  
[X Link](https://x.com/FinFreedomMgmt/status/1881729391413297630)  2025-01-21T15:43Z [---] followers, [---] engagements


"@FransBakker9812 @IREN_Ltd Not financial advice do your own due diligence. Know what you own"  
[X Link](https://x.com/FinFreedomMgmt/status/1881729579733426268)  2025-01-21T15:44Z [---] followers, [--] engagements


"@Nietschecapital @mikeaxolotl Hedging an equal number of shares seems to be the playbook. Doing so locks in the juicier rate"  
[X Link](https://x.com/FinFreedomMgmt/status/1882229296124805465)  2025-01-23T00:50Z [---] followers, [--] engagements


"@dailydirtnap YCC on the horizon in worst case"  
[X Link](https://x.com/FinFreedomMgmt/status/1882529828546707886)  2025-01-23T20:44Z [---] followers, [---] engagements


"@donmurphy12a @SenLummis @AmericanCCo Makes a lot of sense that those two things are treated equally under the SAFE banking act"  
[X Link](https://x.com/FinFreedomMgmt/status/1882532046477852967)  2025-01-23T20:53Z [---] followers, [--] engagements


"@pjhpompanobeach institutions move slowly prob letting the hedging process playout"  
[X Link](https://x.com/FinFreedomMgmt/status/1882534679838118193)  2025-01-23T21:03Z [---] followers, [--] engagements


"@RocketPenguin75 Couple of other interesting companies in his portfolio as well. If you want to learn about a company better to do it through a money manager imo"  
[X Link](https://x.com/FinFreedomMgmt/status/1883182592901705911)  2025-01-25T15:58Z [---] followers, [--] engagements


"Highly detailed review of the space and special focus on $VAL https://open.substack.com/pub/alphaark/p/valaris-val-multibagger-upside-atr=35utx https://open.substack.com/pub/alphaark/p/valaris-val-multibagger-upside-atr=35utx"  
[X Link](https://x.com/FinFreedomMgmt/status/1885849736587944099)  2025-02-02T00:36Z [---] followers, [--] engagements


"@eliant_capital And for added spice rug pull on Nippon Steel buy of $X"  
[X Link](https://x.com/FinFreedomMgmt/status/1888006974429593823)  2025-02-07T23:28Z [---] followers, [---] engagements


"@PurpleDrink_LLC Its been a frustrating trade so far. Stepping to the side other than $AMLP"  
[X Link](https://x.com/FinFreedomMgmt/status/1895521843693711421)  2025-02-28T17:09Z [----] followers, [--] engagements


"@BertTilly18328 Do the same Bert tucking in a few more shares on each pullback"  
[X Link](https://x.com/FinFreedomMgmt/status/1895993660329840989)  2025-03-02T00:24Z [---] followers, [---] engagements


"Guys/gals help me out my monitor is broken. Everything is red but $VAL $SDRL $NE and $RIG are all green. $TDW just slight red"  
[X Link](https://x.com/FinFreedomMgmt/status/1897748452974481589)  2025-03-06T20:37Z [---] followers, [---] engagements


"@enriqueabeyta Quite the sell off in these names w cooling of the AI fervor"  
[X Link](https://x.com/FinFreedomMgmt/status/1905227751344243192)  2025-03-27T11:57Z [---] followers, [--] engagements


"Purple has started a substack well worth a read. Here he discusses a possible US Steel $X deal. @PurpleDrink_LLC #ff https://open.substack.com/pub/purpledrink/p/us-steelr=35utx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/purpledrink/p/us-steelr=35utx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/FinFreedomMgmt/status/1907800851256655878)  2025-04-03T14:22Z [---] followers, [--] engagements


"@TweetLeni If youre searching not on the approved list youre sol w goog"  
[X Link](https://x.com/FinFreedomMgmt/status/1908244924459606471)  2025-04-04T19:46Z [---] followers, [--] engagements


"@calvinfroedge Angkor Wat"  
[X Link](https://x.com/FinFreedomMgmt/status/1909557230354981096)  2025-04-08T10:41Z [---] followers, [--] engagements


"@FZucchi ETFs $REMX rare earth metals $LIT lithium in the same neighborhood"  
[X Link](https://x.com/FinFreedomMgmt/status/1909670000744427554)  2025-04-08T18:09Z [---] followers, [--] engagements


"Week of extremes. Whats next for bond market :51 *TREASURY 10-YEAR YIELD'S WEEKLY INCREASE IS BIGGEST SINCE [----] https://t.co/jQ9vrCvU1g :51 *TREASURY 10-YEAR YIELD'S WEEKLY INCREASE IS BIGGEST SINCE [----] https://t.co/jQ9vrCvU1g"  
[X Link](https://x.com/FinFreedomMgmt/status/1911016033306943845)  2025-04-12T11:18Z [---] followers, [--] engagements


"@DerivativesDon [--] year brunello Must have been a good week"  
[X Link](https://x.com/FinFreedomMgmt/status/1911017111926829316)  2025-04-12T11:22Z [---] followers, [--] engagements


"@Jedi_ant $GLD correct"  
[X Link](https://x.com/FinFreedomMgmt/status/1912897379633611201)  2025-04-17T15:54Z [---] followers, [---] engagements


"@magpie_capital @KevinGarduno14 @endless_frank In both as well but sized to where its not hurting big time. Hedges help of course"  
[X Link](https://x.com/FinFreedomMgmt/status/1917684470225797392)  2025-04-30T20:56Z [---] followers, [---] engagements


"@PurpleDrink_LLC $RIG and others being bought by insiders. Taking my time will be a long run once it turns imo"  
[X Link](https://x.com/FinFreedomMgmt/status/1919194104023380083)  2025-05-05T00:55Z [---] followers, [--] engagements

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