# ![@GrumpierBTDay Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1806374819124154371.png) @GrumpierBTDay GrumpierByTheDay

GrumpierByTheDay posts on X about $kuya, $velo, $fnm, $coda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1806374819124154371/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1806374819124154371/c:line/m:interactions.svg)

- [--] Week [-----] -76%
- [--] Month [------] -6.40%
- [--] Months [-------] +43%
- [--] Year [-------] +248%

### Mentions: [--] [#](/creator/twitter::1806374819124154371/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1806374819124154371/c:line/m:posts_active.svg)

- [--] Month [---] -21%
- [--] Months [---] +135%
- [--] Year [---] +497%

### Followers: [-----] [#](/creator/twitter::1806374819124154371/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1806374819124154371/c:line/m:followers.svg)

- [--] Week [-----] +0.81%
- [--] Month [-----] +14%
- [--] Months [-----] +74%
- [--] Year [-----] +531%

### CreatorRank: [---------] [#](/creator/twitter::1806374819124154371/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1806374819124154371/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  17.7% [stocks](/list/stocks)  15.04% [cryptocurrencies](/list/cryptocurrencies)  14.16% [technology brands](/list/technology-brands)  3.54% [countries](/list/countries)  1.77% [celebrities](/list/celebrities)  0.88% [travel destinations](/list/travel-destinations)  0.88%

**Social topic influence**
[$kuya](/topic/$kuya) #1, [$velo](/topic/$velo) #32, [$fnm](/topic/$fnm) #1, [$coda](/topic/$coda) #1, [$aucu](/topic/$aucu) #1, [$fnmcf](/topic/$fnmcf) 6.19%, [$kuyaf](/topic/$kuyaf) #1, [$aucuf](/topic/$aucuf) #1, [$csai](/topic/$csai) #7, [in the](/topic/in-the) 6.19%

**Top accounts mentioned or mentioned by**
[@blackscholesman](/creator/undefined) [@majgeoinvesting](/creator/undefined) [@pennycheck](/creator/undefined) [@geoinvesting](/creator/undefined) [@rodrigolezama7](/creator/undefined) [@atriumresearch](/creator/undefined) [@gavmccracken](/creator/undefined) [@comminvest](/creator/undefined) [@kingtutcap](/creator/undefined) [@oceanus23686454](/creator/undefined) [@vulmearj45663](/creator/undefined) [@micarun1](/creator/undefined) [@killapabkai](/creator/undefined) [@rikoruss31](/creator/undefined) [@fbuschek](/creator/undefined) [@tintincapital](/creator/undefined) [@simeonresearch](/creator/undefined) [@dp3188144159988](/creator/undefined) [@81ninjau](/creator/undefined) [@mike10947310](/creator/undefined)

**Top assets mentioned**
[Velo (VELO)](/topic/$velo) [Coda Octopus Group, Inc. Common stock (CODA)](/topic/$coda) [Cloudastructure, Inc. (CSAI)](/topic/$csai) [Landshare (LAND)](/topic/$land) [HashiCorp, Inc. (HCP)](/topic/$hcp) [Crescent Energy Company (CRGY)](/topic/$crgy) [Element Solutions Inc. (ESI)](/topic/$esi) [Borr Drilling Limited (BORR)](/topic/$borr) [apM Coin (APM)](/topic/$apm) [IBM (IBM)](/topic/ibm) [2131KOBUSHIDE (21)](/topic/$21) [GitLab Inc. (GTLB)](/topic/$gtlb) [Iridium Communications Inc. (IRDM)](/topic/$irdm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Close of Oct YTD performance: 77.08% Current positions weights and average price: $FNM ( $FNMCF ) 57.62% $0.24 $CODA 23.84% $7.48 $KUYA ( $KUYAF ) 18.9% $0.25 $AUCU ( $AUCUF ) 12.04% $0.16 Small positions in $CRGOW and $VELO. I also made some bigger positions in my IRA which I manage and trade very differently from my taxable account (I remain much more diversified and am quicker to take profits) but which are worth sharing as I'm spending time on these names. They are: Cabral Gold $CBR ( $CBGZF) Cloudastructure $CSAI Big things the portfolio are waiting on is: - Closing of the Mawson merger"  
[X Link](https://x.com/GrumpierBTDay/status/1985739567639531580)  2025-11-04T16:03Z [----] followers, [----] engagements


"Close of Nov YTD performance: 87.96% Current positions weights and average price: $FNM ( $FNMCF ) 51.22% $0.23 $KUYA ( $KUYAF ) 27.40% $0.25 $AUCU ( $AUCUF ) 10.29% $0.16 $CODA 5.52% $7.22 $FEIM 3.30% $27.80 $BOSC 2.69% $4.60 $FTEK 2.44% $1.99 $APM ( $ANPMF ) 1.40% $5.45 $HMR ( $HMRFF ) 0.88% $0.67 $VELO 0.73% $5.21 $CRGOW ( $CRGO Warrants ) 0.58% $0.23 Big shuffling this month. I've been intending to broaden out the portfolio and luckily I made some smart trimming decisions which helped make that happen. The biggest move was cutting $CODA down which I did _mostly_ between $9.50 and $10.50"  
[X Link](https://x.com/GrumpierBTDay/status/1995515049280950578)  2025-12-01T15:27Z [----] followers, [----] engagements


"@BlackScholesMan I wouldn't be surprised to see $VELO making parts here. https://ir.velo3d.com/news-events/press-releases/detail/74/velo3d-puts-manufacturing-capabilities-to-work-for https://3dprintingindustry.com/news/lockheed-martin-3d-printing-new-mako-hypersonic-missile-232564/ https://ir.velo3d.com/news-events/press-releases/detail/74/velo3d-puts-manufacturing-capabilities-to-work-for https://3dprintingindustry.com/news/lockheed-martin-3d-printing-new-mako-hypersonic-missile-232564/"  
[X Link](https://x.com/GrumpierBTDay/status/2016527733715562902)  2026-01-28T15:04Z [----] followers, [---] engagements


"I'm a big fan of both. $BOSC is clear value with little to no growth priced in (which I think they'll see plus they're evaluating inorganic opportunities). $VELO is one of them hypergrowth stories I'm betting on playing out. I bought sub $7 sold above $21 and have been rebuilding with more size as it wiggles lower. I'll buy to the bottom and offload my worst purchases as it wiggles back up. https://twitter.com/i/web/status/2016949020959047760 https://twitter.com/i/web/status/2016949020959047760"  
[X Link](https://x.com/GrumpierBTDay/status/2016949020959047760)  2026-01-29T18:58Z [----] followers, [---] engagements


"@CrystalBallCap @respeculator Mostly $GSKR which is not only my largest position but also went straight up. Honorable mentions of $VELO $AUCU $AEHR $CODA $KUYA (took profits but now a red month) $LAND $MPTI $PDYN and $SHMD"  
[X Link](https://x.com/GrumpierBTDay/status/2017409169804943812)  2026-01-31T01:26Z [----] followers, [---] engagements


"@AllStreetsWolf Easy come easy go. The miners never priced in $120 silver anyways. Consolidation will give industry justification to shift underwriting from $30 silver to $50 silver. That'll be constructive"  
[X Link](https://x.com/GrumpierBTDay/status/2017579925260099658)  2026-01-31T12:45Z [----] followers, [---] engagements


"This is my favorite chart right now. $VELO @kingtutcap 👀 https://t.co/o1sEgfV6qt @kingtutcap 👀 https://t.co/o1sEgfV6qt"  
[X Link](https://x.com/GrumpierBTDay/status/2018420880209043806)  2026-02-02T20:26Z [----] followers, [---] engagements


"$VELO $PDYN Is this relative strength"  
[X Link](https://x.com/GrumpierBTDay/status/2018733699504755088)  2026-02-03T17:09Z [----] followers, [----] engagements


"@pennycheck I get turned off by most things over $3B. Even that gets too efficient. Sub $500M is really the sweet spot"  
[X Link](https://x.com/GrumpierBTDay/status/2018893403916795906)  2026-02-04T03:44Z [----] followers, [----] engagements


"$KUYA David coming in with an open market purchase this shortly after announcing intent to purchase the mill they're tolling at and before we receive first expected underground drills at Bethania"  
[X Link](https://x.com/GrumpierBTDay/status/2019056044597530655)  2026-02-04T14:30Z [----] followers, [----] engagements


"@CfaRoark Do you like crack VELO is crack"  
[X Link](https://x.com/GrumpierBTDay/status/2019083972794359879)  2026-02-04T16:21Z [----] followers, [---] engagements


"@Daniel___Gordon What a bloodbath today for DMX"  
[X Link](https://x.com/GrumpierBTDay/status/2019161375180824998)  2026-02-04T21:29Z [----] followers, [---] engagements


"@Comm_Invest"  
[X Link](https://x.com/GrumpierBTDay/status/2019208244888060124)  2026-02-05T00:35Z [----] followers, [--] engagements


"@BlackScholesMan I think we're closer to the end of the reflexive selling that to the beginning of it"  
[X Link](https://x.com/GrumpierBTDay/status/2019516886309097753)  2026-02-05T21:02Z [----] followers, [---] engagements


"The struggle of calling Fidelity day after day to place orders for a "thinly traded security" which isn't even close to the most thinly traded security I regularly buy/sell. $CRGO"  
[X Link](https://x.com/GrumpierBTDay/status/2019807111618974144)  2026-02-06T16:15Z [----] followers, [---] engagements


"@Oceanus23686454 @BlackScholesMan At Fidelity or IBKR"  
[X Link](https://x.com/GrumpierBTDay/status/2019909928467517475)  2026-02-06T23:03Z [----] followers, [--] engagements


"I'm not sure how you figure git is 1% of the value - I might suggest closer to 50%. Everything else hinges on it. It's like water so permeating it's easy to forget how bad things were before it I don't disagree that git and gitops more broadly are essential elements of modern software development but broadly speaking its a commodity offering. Git some form of pipeline security scanning artifact storage authn+z. Nothing ground breaking. I don't see how GTLB can meaningfully differentiate given competitors with deeper pockets or no pockets at all (open source)"  
[X Link](https://x.com/GrumpierBTDay/status/2020940288529711603)  2026-02-09T19:18Z [----] followers, [--] engagements


"That's the thing - I don't consider gitlab "premium" versus Azure Devops or GitHub. There's not a strategic position they've cornered as far as I can tell and I've used em all. DataDog is great for features but OpenTelemetry and it's ecosystem is coming up hard and fast. UX will be improved with time. https://twitter.com/i/web/status/2021023873970344341 https://twitter.com/i/web/status/2021023873970344341"  
[X Link](https://x.com/GrumpierBTDay/status/2021023873970344341)  2026-02-10T00:50Z [----] followers, [--] engagements


"$HCP was the biggest disappointment of my life and I was never even a shareholder. That SBC dilution just too obscene to overcome until one fateful day the zombie monster of $IBM scooped them up for cheap. I interviewed with them got an offer (i went elsewhere). HR used SBC/RSUs as a bg selling point. Crazy how good the tech was but how poorly investors fared. https://twitter.com/i/web/status/2012371789486133743 https://twitter.com/i/web/status/2012371789486133743"  
[X Link](https://x.com/GrumpierBTDay/status/2012371789486133743)  2026-01-17T03:49Z [----] followers, [----] engagements


"I know old man Gladstone ain't as sharp as he used to be but $LAND has a history of running hard is paying nearly 6% two weeks ago popped above the 200D/30W with 2nd highest weekly volume ever and the highest since May '21 and is holding the level. Low downside given the underpinning with real productive land assets base + breakout is constructive. Still some reading to do given last I looked there were some tenant issues and unpleasant management fees but I'll likely be putting some cash to rest here. https://twitter.com/i/web/status/2016244195736928264"  
[X Link](https://x.com/GrumpierBTDay/status/2016244195736928264)  2026-01-27T20:17Z [----] followers, [----] engagements


"@VulmearJ45663 $FPI definitely has better management. They were smart about divesting assets and buying back/special divvies when they were trading well under book at least last time I checked. Not familiar with $BWEL - will have to take a look"  
[X Link](https://x.com/GrumpierBTDay/status/2016308604182179989)  2026-01-28T00:33Z [----] followers, [---] engagements


"$CSAI https://www.watertowerresearch.com/media-detail/2931/Media https://www.watertowerresearch.com/media-detail/2931/Media"  
[X Link](https://x.com/GrumpierBTDay/status/2016556296548368631)  2026-01-28T16:57Z [----] followers, [---] engagements


"$CSAI Water Tower Research initiation"  
[X Link](https://x.com/GrumpierBTDay/status/2016556556809064480)  2026-01-28T16:58Z [----] followers, [---] engagements


"$MOO $FPI $LAND .@SecRollins: "That $12B was an important bridge payment. what we're trying to do is rebuild an entire economy. Four years of no new trade deals four years of a 40% increase in input costs for our farmers. we're bridging to the Golden Age for agriculture." https://t.co/mApKsI61Tx .@SecRollins: "That $12B was an important bridge payment. what we're trying to do is rebuild an entire economy. Four years of no new trade deals four years of a 40% increase in input costs for our farmers. we're bridging to the Golden Age for agriculture." https://t.co/mApKsI61Tx"  
[X Link](https://x.com/GrumpierBTDay/status/2017228950712226028)  2026-01-30T13:30Z [----] followers, [---] engagements


"@Micarun1 $CRGY $ESI and $GFR. The only three I held as of yesterday. I was using oil as an 'other than cash' position and with the relative value of the portfolio shifting I'm 'spending that cash' so to speak"  
[X Link](https://x.com/GrumpierBTDay/status/2019455947530219767)  2026-02-05T16:59Z [----] followers, [---] engagements


"@killapabkai I'm a $GTLB permbear. It'll struggle until it's acquired by $IBM"  
[X Link](https://x.com/GrumpierBTDay/status/2019612695956488459)  2026-02-06T03:22Z [----] followers, [---] engagements


"@killapabkai Have a reasonably rich post history on the name"  
[X Link](https://x.com/GrumpierBTDay/status/2019612763140575475)  2026-02-06T03:22Z [----] followers, [---] engagements


""Recursive self improvement loops likely go live in the next 12mo." Echoing things I've heard elsewhere regarding the vertical chart we're about to experience in AI capabilities. Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks"  
[X Link](https://x.com/GrumpierBTDay/status/2021411390024790224)  2026-02-11T02:30Z [----] followers, [---] engagements


"Option B and C are the same. We're in a bull market that rewards a certain type of aggressive risk taking. I'm no fan of TLI but I see no reason to assume lying on the part of anybody claiming that kind of performance for the time being. The market is full of significant momentum winners many of which have been retail favorites. Nothing to get worked up about. https://twitter.com/i/web/status/2021506633277354011 https://twitter.com/i/web/status/2021506633277354011"  
[X Link](https://x.com/GrumpierBTDay/status/2021506633277354011)  2026-02-11T08:48Z [----] followers, [---] engagements


"@rikoruss31 @shortbus_ace Which model are you using"  
[X Link](https://x.com/GrumpierBTDay/status/2021747969272557704)  2026-02-12T00:47Z [----] followers, [--] engagements


"@halabuzi888 The updated business model is brilliant. Sell the machine keep it on Velo's floors to operate and maintain. Sticky relationships sticky and recurring revenue"  
[X Link](https://x.com/GrumpierBTDay/status/2022321703842460134)  2026-02-13T14:47Z [----] followers, [--] engagements


"This is the best and most thorough thread on the current state of $KUYA on this platform and possibly on any platform. @TheApeOfGoldST asked the right question this weekend: Which #Silver junior is going into production in [---] months and checks every box - FCF Mcap - Long mine life + expansion upside - Low AISC - Under the radar Coincidentally I had already spent the week digging. One name https://t.co/3N8xuPgiBo @TheApeOfGoldST asked the right question this weekend: Which #Silver junior is going into production in [---] months and checks every box - FCF Mcap - Long mine life + expansion upside"  
[X Link](https://x.com/GrumpierBTDay/status/1942895590779527652)  2025-07-09T10:36Z [----] followers, [----] engagements


"Close of Dec and FY '25 performance: 160% Current positions weights and average price: The company formerly tickered as $FNM now tickered as $GSKR.V ( $FNMCD ) 44.55% $0.92 $KUYA ( $KUYAF ) 26.61% $0.24 $AEHR 9.46% $20.47 $AUCU ( $AUCUF ) 9.25% $0.16 $VELO 4.54% $7.94 $CODA 3.75% $7.21 $SHMD 2.5% $5.89 $KLNG 2.21% $2.39 $PDYN 2.15% $5.00 $ZTE ( $ZTSTF ) 2.13% $0.24 $BOSC 1.96% $4.47 $FTEK 1.49% $1.99 $HMR ( $HMRFF ) 1.39% $0.71 $MPTI 0.97% $52.62 $RCAT 0.66% $7.92 $CRGOW ( $CRGO Warrants ) 0.64% $0.21 So my YTD performance about doubled in Dec mostly thanks to $KUYA $VELO $FEIM (which I sold"  
[X Link](https://x.com/GrumpierBTDay/status/2006459482113445930)  2025-12-31T20:16Z [----] followers, 10.5K engagements


"$VELO $PDYN Is this relative weakness $VELO $PDYN Is this relative strength https://t.co/fZHD1J3g4O $VELO $PDYN Is this relative strength https://t.co/fZHD1J3g4O"  
[X Link](https://x.com/GrumpierBTDay/status/2019074622503686344)  2026-02-04T15:44Z [----] followers, [----] engagements


"Selling Oil names buying back miners and $VELO adding $CRGO (currently holding warrants) and a picocap which I'm not going to pump with a name drop"  
[X Link](https://x.com/GrumpierBTDay/status/2019449918918725652)  2026-02-05T16:35Z [----] followers, [---] engagements


"Close of Jan '26 and YTD performance: +39.92% [----] performance: +156.40% Current positions weights and average price: $GSKR.V ( $GSKRF ) 35.3% $0.77 $KUYA.CN ( $KUYAF ) 21.78% $0.32 $VELO 16.74% $14.18 $CRGY 8.25% $9.19 $AUCU ( $AUCUF ) 7.89% $0.16 $AEHR 6.87% $21.25 $IRDM 6.32% $21.04 $BOSC 5.64% $4.81 $ESI ( $ESVIF ) 3.42% $2.37 $MPTI 2.80% $53.06 $CBR ( $CBGZF ) 2.78% $0.52 $GFR 2.36% $5.39 $ZTE ( $ZTSTF ) 2.00% $0.23 $CRGOW 0.79% $0.20 What a wild month. $GSKR finally got the bid I've expected although it happened with no news. I'm certain somebody somewhere knew the deal with $AEM for"  
[X Link](https://x.com/GrumpierBTDay/status/2018339752664072321)  2026-02-02T15:04Z [----] followers, [----] engagements


"One of my worst days in a while spearheaded by $AEHR $VELO and $KUYA"  
[X Link](https://x.com/GrumpierBTDay/status/2022053577221615946)  2026-02-12T21:01Z [----] followers, [---] engagements


"Working on a Cabral $CBR $CBGZF writeup. Some initial notes: Cabral Gold is a jr gold developer with 100% ownership of the Cuiu Cuiu district in northern Brazil. It shares the same geologic trend as GMinings Tocantinzinho (TZ) deposit (2.2M oz Au 175k oz/yr production $7B MCAP) which was also discovered by Cabral CEO Alan Carter. The area was the site of the worlds largest gold rush the Tapajos gold rush from [----] to [----] during which [--] to [--] million ounces of placer gold was extracted. Fully Funded Near-Term Production: Cabral closed on a gold-backed loan for [---] kg Au or US$41.5M in Nov"  
[X Link](https://x.com/GrumpierBTDay/status/2022393633576530107)  2026-02-13T19:33Z [----] followers, [---] engagements


"I think the trick is to be neither contrarian nor seek consensus but to be truly independent. Easier said than done of course there's something of a sirens call to contrarianism among independent thinkers. I'm sure you'll notch another win soon but until then keep your head up - losing is just part of the game. https://twitter.com/i/web/status/2022521716396761151 https://twitter.com/i/web/status/2022521716396761151"  
[X Link](https://x.com/GrumpierBTDay/status/2022521716396761151)  2026-02-14T04:02Z [----] followers, [--] engagements


"@KyleAdamsStocks $10M - $USAQ $10M - $100M - $FNM $100M - $1B - $ITRG $1B - $5B - $BORR I don't really go above $1B (BORR barely makes it) so I got nothing after that. I held things like $LSF $RCAT and $TSSI but have rotated more fully into the jr resources recently"  
[X Link](https://x.com/anyuser/status/1861620158248202328)  2024-11-27T03:56Z [----] followers, [----] engagements


"@ToffCap Check $BORR too"  
[X Link](https://x.com/anyuser/status/1866919353456656420)  2024-12-11T18:53Z [----] followers, [----] engagements


"@MacaDamiansNut @great_martis That actually makes it worse. I see a sustainable trend reversal"  
[X Link](https://x.com/anyuser/status/1876117105978073151)  2025-01-06T04:02Z [----] followers, [----] engagements


"@JoshDaws Josh I hope you don't mind I copy-pasta your rejection here for my own use"  
[X Link](https://x.com/anyuser/status/1882205260737069247)  2025-01-22T23:14Z [----] followers, 47K engagements


"I don't understand how you so flippantly conflate "burning down the federal govt with "burning the constitution". You clearly don't understand the constitution and want to anchor the two things together in the minds of the uninformed. Enjoy these [--] years. They'll be good for you even if you don't like it"  
[X Link](https://x.com/anyuser/status/1884589168254132231)  2025-01-29T13:07Z [----] followers, [---] engagements


"Well now you're simply not saying anything at all except "OP is biased". Both of those statements (correlation = causation and governance matters) are self-evidently true. The problem is there is no healthy governance; governance has prioritized DEI over competence in hiring competence in management (recall management has been subject to DEI initiatives as well) and competence in leadership (see prior admins appointees DEI focused). There's rot all the way through and it's not unique to the FAA. The fact you're choosing not to see that is baffling"  
[X Link](https://x.com/anyuser/status/1884975438197403669)  2025-01-30T14:42Z [----] followers, [---] engagements


"There's going be a lot of critical and independent thinking needed over the next few years. A lot of change in the status quo. Some will be the right call some won't some for the right reasons some for the wrong ones and every permutation thereof. Carrying the good forward calling out and dropping the bad and having the ability to discern is the responsibility of every thinking citizen in every democracy and is more important than ever"  
[X Link](https://x.com/anyuser/status/1885854446116130931)  2025-02-02T00:55Z [----] followers, [---] engagements


"@greedisgood70 @texasrunnerDFW Can confirm. Wife's sister is mid/late 20's newly married first kid. Moved into parent's basement. Husband is a mechanical engineer. She's a nurse. They're not overly spendy. Costs are just way too high. It honestly was the best decision available to them"  
[X Link](https://x.com/anyuser/status/1889363696532480122)  2025-02-11T17:19Z [----] followers, [----] engagements


"@leevalueroach @valuemaverick This is the way. I tend to also do a chart scan now and again on everything trading under $5M looking for volume+price signals. @majgeoinvesting has also released a PR feed tool that is great for being the first to new information as well"  
[X Link](https://x.com/anyuser/status/1890439955278643361)  2025-02-14T16:36Z [----] followers, [----] engagements


"@CDInewsletter Guy Spier is the most tedious and insufferable of the Buffett wanabes IMVHO"  
[X Link](https://x.com/anyuser/status/1890483859432542621)  2025-02-14T19:30Z [----] followers, [----] engagements


"@vonderleyen Which memes can I post here which would get me arrested in Paris or Germany Is it all of them Or just specific ones Asking for all my European friends who can't"  
[X Link](https://x.com/anyuser/status/1891547512512622955)  2025-02-17T17:57Z [----] followers, 11K engagements


"@Jason @DKThomp Swing and a miss there Jason"  
[X Link](https://x.com/anyuser/status/1891895162176950423)  2025-02-18T16:58Z [----] followers, [---] engagements


"@romanhelmetguy Yeah trying to measure the output of an economy via "GDP" is a good idea gone bad"  
[X Link](https://x.com/anyuser/status/1893045088390926806)  2025-02-21T21:08Z [----] followers, [---] engagements


"Lee is digging in the darkest corners of the market for the most dramatically undervalued securities. If you're a microcap investor managing a modest portfolio I can't recommend his writing enough. Just dropped another article. Key Points A GAAP NAV of $22.9 million. They own and manage approximately [-----] acres in Tennessee located in Anderson Campbell Morgan and Roane Counties. This land is used for timber gas and oil development as well camping and Just dropped another article. Key Points A GAAP NAV of $22.9 million. They own and manage approximately [-----] acres in Tennessee located in"  
[X Link](https://x.com/anyuser/status/1893737036680438128)  2025-02-23T18:57Z [----] followers, [----] engagements


"@DanDavi28347755 @profontheright @oxrox22 @JackNor26806652"  
[X Link](https://x.com/anyuser/status/1898782184137273506)  2025-03-09T17:05Z [----] followers, [----] engagements


"There's a time place and personality for remote work. And then there's times places and personalities for which it is the wrong answer. Being somebody who pounds code all day I prefer fully remote work. No office chatter distracting lunch invitations etc. Just deep and uninterrupted problem solving. But for skills that are best learned through osmosis observation and ongoing discussion especially in situations demanding high performance I can't see remote work driving the right kind of outcomes"  
[X Link](https://x.com/anyuser/status/1901430298229039449)  2025-03-17T00:28Z [----] followers, [---] engagements


"I keep my mortgage around 20% of take home rather than 40% of gross which the banks would prefer to see. We live in a time of uncertainty. The odds of a cascade of unfortunate events (job loss major medical etc) over the next say [--] years is significantly nonzero. That 20% expense leaves a lot of room to save for those likely events. This is especially prudent as the family's sole breadwinner working in tech. I see a lot of my compatriots extend themselves thinking the gravy train will last forever. Conversely at this point I could lose my job for nearly a decade without a hit to my family's"  
[X Link](https://x.com/anyuser/status/1905265218055176254)  2025-03-27T14:26Z [----] followers, [----] engagements


"@MattStirner So either the miners are rationally priced and gold pulls back. Or gold doesn't pull back and the miners stage an unprecedented rally. What's the R/R here given gold has already moved and it just needs to sustain Good enough for me I'd say"  
[X Link](https://x.com/anyuser/status/1906926827920400750)  2025-04-01T04:29Z [----] followers, [---] engagements


"@realEstateTrent Sacrificing [--] years of life with the most important people that will ever be in it to do literally anything else is a foolish thing to advise. It's better than missing the boat entirely though"  
[X Link](https://x.com/anyuser/status/1910755480089354513)  2025-04-11T18:03Z [----] followers, [----] engagements


"@theficouple Most people in that housing range understand cars are a liability especially in terms of claims against their cash flow. Go to the $2M+ neighborhoods and most luxury cars no longer represent such a meaningful amount of disposable income"  
[X Link](https://x.com/anyuser/status/1910765200225046850)  2025-04-11T18:41Z [----] followers, [----] engagements


"Um that's totally normal and a part of being a parent. If you have the means to have somebody constantly clean up after you by all means but that's not the typical experience. Being exhausted and never having an end to the work is part and parcel. Also note you're outsourcing your most important bonding emotional development and intellectual development hours during the day. An hour of mommy daddy time is ok but suboptimal for their development. Time to revisit your "underrated advice - have kids after 40" post"  
[X Link](https://x.com/anyuser/status/1912884249541099707)  2025-04-17T15:01Z [----] followers, 20.5K engagements


"@TravisBiziorek @PJMickeyStay This is in fact a very weak response. The fact you can't acknowledge that such things happen all the time and then address that reality in the context of your post is really in poor form. So I'd say LFGPBB is not projecting rather you're transparently deflecting"  
[X Link](https://x.com/anyuser/status/1915568260415893852)  2025-04-25T00:47Z [----] followers, [---] engagements


"@joecarlsonshow Pretty happy with it. About 10% below YTD peak though:"  
[X Link](https://x.com/anyuser/status/1917650934089269727)  2025-04-30T18:43Z [----] followers, [----] engagements


"(Repost due to typo) Close of April YTD performance: +36.96% I. - trimmed some miners which ran $ITR $CBR $RDG - bought the dip in others $FNM $KUYA $ELO - caught a multibagger pop in my favorite pico $NAOV. Back down and buying. - put in a swing on some general business cos some still held some exited $POSC $RFIL $OPTX $KOPN $CXDO $TCNNF $USAQ - have started knife-catching $BORR. Slow and steady. - put some size on one non-resource name $EVLV. Catalyst customer adoption management shorts. My biggest positions are $FNM and $KUYA. Neither have contributed this month. Maybe next month. March"  
[X Link](https://x.com/anyuser/status/1919380659405037830)  2025-05-05T13:16Z [----] followers, [----] engagements


"Couple of thoughts. The biggest issue with something like $MDB or $HCP prior to acquisition (and those product lines remain vulnerable) is that the "open core closed enterprise" model is insanely vulnerable to the FOSS community taking the reins. For $MDB Percona has released an 'enterprise featured' open source version I have been responsible for avoiding Mongo Enterprise costs in adopting this fork in my workplaces. Terraform a Hashi (now IBM) product forked into OpenTofu Vault (another Hashi product - I can't imagine running a modern kubernetes environment without them) will probably get"  
[X Link](https://x.com/GrumpierBTDay/status/1924836010124316740)  2025-05-20T14:34Z [----] followers, [---] engagements


"$CSAI Step 1: Step 2: (Image) https://www.globenewswire.com/news-release/2025/06/02/3091918/0/en/Cloudastructure-Inc-to-Present-at-Maxim-Group-s-2025-Virtual-Tech-Conference-Discover-the-Innovations-Reshaping-Tomorrow-June-3rd-June-5th.html https://www.globenewswire.com/news-release/2025/06/02/3091918/0/en/Cloudastructure-Inc-to-Present-at-Maxim-Group-s-2025-Virtual-Tech-Conference-Discover-the-Innovations-Reshaping-Tomorrow-June-3rd-June-5th.html"  
[X Link](https://x.com/GrumpierBTDay/status/1939691932663361800)  2025-06-30T14:26Z [----] followers, [---] engagements


"@grayzoneintel Tech. Network/Sysadmin work or ideally CTN (offsec) type work. Cert like crazy when in get out in 4/6 contract with that sec clearance in place and build a solid resume for high comp cloud native/platform/devops positions or transition to dev. Signed my life"  
[X Link](https://x.com/anyuser/status/1940142814077362673)  2025-07-01T20:17Z [----] followers, [----] engagements


"This proooobably marks the bottom though IMVHO. More certainty will probably cause a rerate even if it comes with dilution. In my view it simply affects the upside target cause down here we're way offsides anyways. Disappointed in the buyback higher and issuance lower though but hindsight is 20/20"  
[X Link](https://x.com/anyuser/status/1940514537133773221)  2025-07-02T20:54Z [----] followers, [---] engagements


"@ladygreenkirtle More books. The old kind. Hard to find. With timeless knowledge. He won't read em but he'll love them nonetheless"  
[X Link](https://x.com/anyuser/status/1940539581411320006)  2025-07-02T22:34Z [----] followers, [----] engagements


"@onecentinvest I can't tell you how much I enjoy the dig. The turning over of rocks. The catalyst search or value gap. The money is the score but the search is the reward"  
[X Link](https://x.com/anyuser/status/1944164108141580617)  2025-07-12T22:36Z [----] followers, [----] engagements


"I've seen some chatter on $KUYA both on X and elsewhere which dismisses it on the basis of its small resource base and mine life. Metrics like $/oz in the ground fundamentally miss the case. In my view $KUYA is less of a jr producer play but more of a massively de-risked drill play. Any cash flow generation from the mine should be assumed to go right back into the ground. Which is excellent because Bethania itself has near certain expansion potential being open in all directions and Tito+Carnelitas offer high odds drill targets. The market's misunderstanding means the opportunity is still"  
[X Link](https://x.com/anyuser/status/1944375545115849163)  2025-07-13T12:37Z [----] followers, [----] engagements


"@TheSqeakyMouse With what ammo"  
[X Link](https://x.com/anyuser/status/1944580082762182714)  2025-07-14T02:09Z [----] followers, [----] engagements


"Mark is an excellent writer and analyst. You probably don't want to interact with him on X (he shoots first and asks questions later) but if you're an investor in metals and mining his letters should be part of your weekly reading material. "If you go into a trade for the wrong reasons youre asking for trouble." The intro note to IKN843 this weekend "Beware of the Dog" got plenty of positive feedback So for fun let's share it here as well (1/4) 🧵 https://t.co/OgC46MK72Z "If you go into a trade for the wrong reasons youre asking for trouble." The intro note to IKN843 this weekend "Beware of"  
[X Link](https://x.com/anyuser/status/1945295958620717364)  2025-07-16T01:34Z [----] followers, [----] engagements


"Copying a SS post from @majgeoinvesting @GeoInvesting to highlight his perspective on long-lived businesses with unrecognized growth inflections. This is where I see $CODA right now. Time will tell if I'm right but I think the deck is stacked in CODA's favor"  
[X Link](https://x.com/anyuser/status/1947650710994096420)  2025-07-22T13:31Z [----] followers, [----] engagements


"The %age of boomers with enough to last through retirement plus medical care while leaving a material chunk to pass down is probably 5%. Another 15% will pass down their homes and personals. The rest either don't have anything or will spend it all trying to stave off the end"  
[X Link](https://x.com/anyuser/status/1947987458999587213)  2025-07-23T11:49Z [----] followers, [---] engagements


"Very disappointed in David. A full warrant in today's environment is a sweetheart deal to court favor with the deep pockets involved. I'm sure the cash will go a long way towards mine development but the thesis *as communicated by David* was a self-funded exploration machine and that's not what we're getting. #NewsRelease Kuya Announces Non-Brokered Private Placement Pursuant to the Listed Issuer Financing Exemption Visit our website for the full release https://t.co/Asrr0PA2c8 CSE: KUYA OTCQB: KUYAF #Silver #SilverStocks #JuniorMining https://t.co/2HCCRIBqKu #NewsRelease Kuya Announces"  
[X Link](https://x.com/anyuser/status/1948670698177597531)  2025-07-25T09:04Z [----] followers, [----] engagements


"@AlbertaOG @GeoInvesting @majgeoinvesting Some top-of-my head winners @majgeoinvesting flagged early: $TSSI at $0.65 or so (I was late at $2 and out too early around $8) $FTEK $TGEN $PPIH $MUEL $KEQU $FEIM I caught $RCAT last year under $1 based off some of his earlier research. Just off the top of my head"  
[X Link](https://x.com/anyuser/status/1949234739791249752)  2025-07-26T22:25Z [----] followers, [----] engagements


"Ape is on point here. In a mining bull market it pays to see the positives in tough situations. Delays bad financings poor drills. You have too know what breaks a thesis and what doesn't. You'll miss the move if you let every negative event shake you out. But the sector is also full of hype snake-oil salesmen and conflicts of interests. Plus legitimately good situations do turn bad. Happens all the time. If you or somebody you follow can't or won't properly balance the negatives and risks you'll soon be parted from your money. 🚨💬 A huge lesson to learn and take with you when it comes to"  
[X Link](https://x.com/anyuser/status/1949323404546326664)  2025-07-27T04:18Z [----] followers, [---] engagements


"$FNM.V $FNMCF I find adding news to the charts helps me develop a more clear understanding of price in relation to fundamental developments. We can observe the close of the last PP coincided with a meaningful rally. Then in spite of great fundamental developments the price kept dropping in anticipation of the next PP. With this one closed and about $15M in the bank I think we're ready for a move on that basis alone. But when material news gets released such as Aida drill results (with a shameful delay vs the '4-6 weeks' stated early March) Nippas drills plus all the less loved geochem work"  
[X Link](https://x.com/anyuser/status/1950955636432175561)  2025-07-31T16:24Z [----] followers, [---] engagements


"Looking back in $CODA history. Thought I'd share some of my notes. $CODA has been researching developing and preparing for the burgeoning subsurface drone market for a long time. --- Begin Notes --- [--] Mar '18: Q1 release: Rev $3M drop of 43% YoY. EPS -$0.02. R&D $670k Commentary: Bullish going forward on sonar and proprietary parts into defense space. Initial launch of 3D Echoscope Surface. "Over the next [--] months we will reinvogirate our entire real-time 3D sonar range to feature significantly reduced form factors without compromising our superior real-time 3D imaging capabilities." 14"  
[X Link](https://x.com/anyuser/status/1951397833854136774)  2025-08-01T21:41Z [----] followers, [----] engagements


"@rubicon59 That question is the most important yet remains unanswered"  
[X Link](https://x.com/anyuser/status/1951468424498126976)  2025-08-02T02:21Z [----] followers, [----] engagements


"@PraiseKek Elizabeth Holmes vibes"  
[X Link](https://x.com/anyuser/status/1957764460166177144)  2025-08-19T11:19Z [----] followers, [---] engagements


"Respectfully the marketing campaign has all the hallmarks of a pump. I'm not saying it is just saying the odds are materially nonzero. And even if the technology works as advertised and I'm not educated enough on it to know whether or not it is (and neither is any other commentator on X bullish or bearish) HG might not end up being the right vehicle to unlock that value. Truly I hope there's a powerful and revolutionary technology here that can improve the materials and items used by societies around the world. That'd be a wonderful outcome not just for investors. But the track record of the"  
[X Link](https://x.com/anyuser/status/1957978735983853790)  2025-08-20T01:31Z [----] followers, [---] engagements


"@cyb3rops Life is just better with desktop Linux. Unless you have a hard requirement to run Windows or Mac only apps. Even then a cloud instance you remote into is still a better answer most of the time"  
[X Link](https://x.com/anyuser/status/1961163021742756340)  2025-08-28T20:24Z [----] followers, [----] engagements


"Close of August YTD performance: 53.49% Continued pulling some cash in Aug for the previously mentioned home purchase. Holding these positions until my asks are hit. Current positions weights and average price: $FNM ( $FNMCF ) 57.8% $0.24 $CODA 27.1% $7.59 $KUYA ( $KUYAF ) 18.1% $0.24 $AUCU ( $AUCUF ) 10% $0.16 It was a low activity month selling all my minor holdings and keeping the core. I've got asks above for $FNM starting at US $0.33 and going to US $0.48. $CODA I've got asks starting in the low 9s. $KUYA is a hold. $AUCU is a hold. I wanted back in on $ITRG ( $ITR ) and had bids just"  
[X Link](https://x.com/anyuser/status/1962907788469821667)  2025-09-02T15:57Z [----] followers, [----] engagements


"@GavMcCracken Let me know when you turn onto $KUYA"  
[X Link](https://x.com/GrumpierBTDay/status/1981512615583961568)  2025-10-24T00:06Z [----] followers, [---] engagements


"@Tintincapital Ooff who is this"  
[X Link](https://x.com/GrumpierBTDay/status/1982135765434806676)  2025-10-25T17:22Z [----] followers, [---] engagements


"@AuclairCapital Drillers like $GEODF too"  
[X Link](https://x.com/GrumpierBTDay/status/1982185151116296281)  2025-10-25T20:39Z [----] followers, [--] engagements


"I don't have anything to add in relation to $SFM but your broccoli hack will make it's way into mu kitchen. The kids like raw broccoli with my oldest (4) counting it among her favorite foods. They prefer a butter stir fried broccoli. Hearing this I'll start setting aside some florets and add them back after cooking. https://twitter.com/i/web/status/1983874050519650346 https://twitter.com/i/web/status/1983874050519650346"  
[X Link](https://x.com/GrumpierBTDay/status/1983874050519650346)  2025-10-30T12:30Z [----] followers, [---] engagements


"@edwardsibl91034 @BULLReturns Man the smallest I have right now is about $15M US. A lot of my formerly small names have a much higher mcap these days from a combination of price increase and share issuance. What's on your radar at those ranges"  
[X Link](https://x.com/GrumpierBTDay/status/1990831701518409806)  2025-11-18T17:17Z [----] followers, [--] engagements


"$HMR $HMRRF"  
[X Link](https://x.com/GrumpierBTDay/status/1995540158884598214)  2025-12-01T17:07Z [----] followers, [---] engagements


"$HMR $HMRFF"  
[X Link](https://x.com/GrumpierBTDay/status/1998434790521901267)  2025-12-09T16:49Z [----] followers, [---] engagements


"@accounting_ds @TheStocksKing With your eye on the solar industry I'd love to get your take on what $HMR Homerun Resources is doing"  
[X Link](https://x.com/GrumpierBTDay/status/2003238303232110593)  2025-12-22T22:56Z [----] followers, [---] engagements


"@Tintincapital SBC killed $HCP before its acquisition. Vault and Terraform especially are market leading products with broad adoption. Yet the stock never got off the ground because SBC was so high. A pity"  
[X Link](https://x.com/GrumpierBTDay/status/2009604960531669386)  2026-01-09T12:35Z [----] followers, [---] engagements


"@SimeonResearch_ No particular sector just particular names. Putting cash to work in $BTG $MAI.V in mining as cash flow names. $MCB (McCoy) and $KLNG in oil services. $ZTE.V (PCB) and $BOSC (industrial automation)"  
[X Link](https://x.com/GrumpierBTDay/status/2011095305152823622)  2026-01-13T15:17Z [----] followers, [---] engagements


"@SimeonResearch_ Oh and a new position in $SHLS"  
[X Link](https://x.com/GrumpierBTDay/status/2011096952658907608)  2026-01-13T15:24Z [----] followers, [---] engagements


"The longer prices stay low the more certain and more violent the eventual upside. Trump can Trump but he can't change the relationship between sustaining capital and commodity output. Broadly I view the move in Gold then Silver now Zinc Copper Nickel and eventually all commodities as related; inflation + reindustrialization. I'm confident oil will join sooner or later. There's some evidence that's starting now but we'll see. Until then assets/companies with long reserve lives low decline rates reasonable costs and competent operators are attractive pseudo-call-options on the commodity. That"  
[X Link](https://x.com/GrumpierBTDay/status/2014817339917705372)  2026-01-23T21:47Z [----] followers, [---] engagements


"@DP3188144159988 @jtourzan $CRGY $GFR $ESI at the moment still searching and sorting though cause it's certainly not my niche"  
[X Link](https://x.com/GrumpierBTDay/status/2016309084664877475)  2026-01-28T00:35Z [----] followers, [---] engagements


"@vernon_sview @KingKong9888 IMHO the worst thing an investor can do is break and sell. Unless your consistent strategy has been swing trading rather than holding it's most likely to be when you finally sell that the market runs without you. It's the nature of the market to leave as many behind as possible"  
[X Link](https://x.com/GrumpierBTDay/status/1861157723389259936)  2024-11-25T21:19Z [----] followers, [---] engagements


"I mean. if his odds data providers were correct his reasoning would be mathematically sound. But everybody knew those polls were more heavily skewed towards Kamala than polymarket was to Trump. The R/R spread he thought he was getting was based on obviously faulty data. Goes to show that investing isn't just about the numbers but having good judgement too"  
[X Link](https://x.com/GrumpierBTDay/status/1869758233541247468)  2024-12-19T14:54Z [----] followers, [----] engagements


"If we know the labels are wrong then: - The "mixed" label contains either apples or oranges - The "apple" label is oranges or mixed - The "orange" label is apples or mixed Therefore the only box that can give us a definitive answer is the "mixed" label. After you determine what's in the box the remainder is simple"  
[X Link](https://x.com/GrumpierBTDay/status/1870641620476944716)  2024-12-22T01:24Z [----] followers, 35.7K engagements


"Yeah the FIRE/Index Maxis crowd is generally religious in their adherence to a few precepts (you can't beat the market 95% of managers fail to perform yada yada). It's nearly impossible to have a reasoned discussion around the virtues of security and sector analysis. But like all trades it is crowded and it will eventually unwind. I've been diving into interviews with Mike Green ( @profplum99 ) as well as his substack. He covers the role that all these 'passive' flows play in changing the fundamental behavior of markets and the way this perfect price insensitivity skews for size and momentum"  
[X Link](https://x.com/GrumpierBTDay/status/1891515280494403740)  2025-02-17T15:49Z [----] followers, [----] engagements


"@victaurs Well found a good starting place at least: https://www.victaurs.com/p/how-to-value-a-bank-a-no-nonsense https://www.victaurs.com/p/how-to-value-a-bank-a-no-nonsense"  
[X Link](https://x.com/GrumpierBTDay/status/1914776230965936324)  2025-04-22T20:20Z [----] followers, [----] engagements


"@OtterMarket No FIRE folks by and large are Boggleheads to a cultish level. Any talk about single-stock picking is usually derided as a foolish attempt to "beat the market" which in their view is perfectly efficient and unbeatable and if you persist you'll get kicked out"  
[X Link](https://x.com/GrumpierBTDay/status/1919421786078208504)  2025-05-05T15:59Z [----] followers, [---] engagements


"Close of June YTD Performance: 51.37% Current top [--] positions (and their weights): $FNM ( $FNMCF ) 37.07% $KUYA ( $KUYAF ) 21.05% $ELO ( $ELRRF ) 9.71% $AUCU ( $AUCUF ) 8.79% $EVLV 5.74% I. - Bought the lows of this weekly range of $BOF. Sold the highs of the range. Like the company for a hold but the position was small and was happy to take the win. - Sold my small position in $ZNG.V ( $GRLVF ) for about a double. Like the exploration happening but usually there's a cool off after a drill win like that. - Lost some money playing $INMB. I initially bought in the high $7s sold some covered"  
[X Link](https://x.com/GrumpierBTDay/status/1940037845160239558)  2025-07-01T13:20Z [----] followers, [----] engagements


"@taobanker You can pick stocks that outperform. All you need after that is a material net income on your personal statements. With those two things you shouldn't have to worry about working for anyone long. The extra money isn't worth the corporate bootlicking regardless"  
[X Link](https://x.com/GrumpierBTDay/status/1942402166502695296)  2025-07-08T01:55Z [----] followers, [----] engagements


"Close of July YTD performance: 49.45% I've had to pull a bunch of cash out to fund a home purchase so these weights reflect cash pulled from less convicted names. I more or less DCA-ed my withdrawals but it was weighted towards the final few days. Current top [--] weights and average price: $FNM ( $FNMCF ) 52.5% $0.24 $KUYA ( $KUYAF ) 24.3% $0.24 $CODA 20.1% $7.67 $AUCU ( $AUCUF ) 10.2% $0.16 $CSAI 2.5% $2.06 This month I. - Sold out of $EVLV. Will probably continue doing well but it was a heavily weighted 100% gainer and I needed the cash. - Sold down $ELO on the way up and then more on the"  
[X Link](https://x.com/GrumpierBTDay/status/1951316101545009544)  2025-08-01T16:16Z [----] followers, [----] engagements


"@BowTiedBroke My buddies dog got bit slept on the porch for three days then popped right up like it never happened. Killed every snake he found after that though"  
[X Link](https://x.com/GrumpierBTDay/status/1956851873924968951)  2025-08-16T22:53Z [----] followers, [----] engagements


"$CBR $CBGZF"  
[X Link](https://x.com/GrumpierBTDay/status/1996574511815106746)  2025-12-04T13:37Z [----] followers, [---] engagements

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