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# ![@hansmast Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::77245824.png) @hansmast Hans Mast 💭

Hans Mast 💭 posts on X about the only, $kodk, $mp, $acb the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::77245824/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::77245824/c:line/m:interactions.svg)

- X Week XXXXXX +143%
- X Month XXXXXX +220%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::77245824/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::77245824/c:line/m:posts_active.svg)

- X Week XX +154%
- X Month XX +288%
- X Months XXX -XXXX%
- X Year XXX +53%

### Followers: XXXXX [#](/creator/twitter::77245824/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::77245824/c:line/m:followers.svg)

- X Week XXXXX +3.50%
- X Month XXXXX +7.10%
- X Months XXXXX +19%
- X Year XXXXX +28%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::77245824/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::77245824/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::77245824/influence)
---

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

**Social topic influence**
[the only](/topic/the-only) 2.88%, [$kodk](/topic/$kodk) #10, [$mp](/topic/$mp) #111, [$acb](/topic/$acb) #12, [$olb](/topic/$olb) #1, [$amc](/topic/$amc) #184, [$atai](/topic/$atai) #36, [$nak](/topic/$nak) #21, [$286](/topic/$286) #5, [$mnmd](/topic/$mnmd) #6

**Top accounts mentioned or mentioned by**
[@pennycheck](/creator/undefined) [@blackscholesman](/creator/undefined) [@peonykingof](/creator/undefined) [@itskoz3](/creator/undefined) [@ballsmeep](/creator/undefined) [@zastocks](/creator/undefined) [@chartshark22](/creator/undefined) [@bajic76](/creator/undefined) [@profheist](/creator/undefined) [@logicalthesis](/creator/undefined) [@schoolyardps7](/creator/undefined) [@zohmbastic](/creator/undefined) [@tradercities](/creator/undefined) [@grok](/creator/undefined) [@daveasprey](/creator/undefined) [@erictheumpire](/creator/undefined) [@betterw62773906](/creator/undefined) [@benjimast](/creator/undefined) [@shortsellerst](/creator/undefined) [@mike10947310](/creator/undefined)

**Top assets mentioned**
[MP Materials Corp. (MP)](/topic/$mp) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [ATAI Life Sciences (ATAI)](/topic/$atai) [286 (286)](/topic/$286) [NuCypher (NU)](/topic/$nu) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Tesla, Inc. (TSLA)](/topic/$tsla) [Strategy (MSTR)](/topic/$mstr) [IREN Limited (IREN)](/topic/$iren) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [BounceBit (BB)](/topic/$bb) [NovaDEX (NVX)](/topic/$nvx) [Nokia Corporation (NOK)](/topic/$nok) [Bifrost Native Coin (BNC)](/topic/$bnc) [BNB (BNB)](/topic/$bnb) [EOS (EOS)](/topic/$eos) [Oklo Inc. (OKLO)](/topic/$oklo) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [Metadium (META)](/topic/$meta) [Bitcoin (BTC)](/topic/bitcoin) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [Muhdo Hub (DNA)](/topic/$dna) [Pirate Chain (ARRR)](/topic/$arrr) [Monero (XMR)](/topic/$xmr) [IonQ, Inc. (IONQ)](/topic/$ionq) [TeraWulf Inc. (WULF)](/topic/$wulf) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti)
### Top Social Posts [#](/creator/twitter::77245824/posts)
---
Top posts by engagements in the last XX hours

"Added more $BB this morning"  
[X Link](https://x.com/hansmast/status/1977789046244946090) [@hansmast](/creator/x/hansmast) 2025-10-13T17:30Z 4633 followers, XXX engagements


"Nibbled $NTGR 11/21 $40c at $XXXX nice chart"  
[X Link](https://x.com/hansmast/status/1976700159187898489) [@hansmast](/creator/x/hansmast) 2025-10-10T17:23Z 4640 followers, 1343 engagements


"Added a bunch of $ACB this morning perfect entry. Rescheduling soon. @ChartShark targeting $XX before 2/28"  
[X Link](https://x.com/hansmast/status/1977786627708555698) [@hansmast](/creator/x/hansmast) 2025-10-13T17:20Z 4639 followers, 1631 engagements


"Quadrupled $KODK position this morning on some great DD shared by @izzetb in the @pennycheck Discord: - - - - - -"  
[X Link](https://x.com/hansmast/status/1977793176682594600) [@hansmast](/creator/x/hansmast) 2025-10-13T17:46Z 4637 followers, 1485 engagements


"@ballsmeep I did the math backwards for $NVX currency conversion🤦♂ There is still an arb but it's a XX% arb. short Nasdaq buy ASX for the arb"  
[X Link](https://x.com/hansmast/status/1975958603640315975) [@hansmast](/creator/x/hansmast) 2025-10-08T16:16Z 4637 followers, XXX engagements


"Adding as much $RAAQ as I can near NAV of $10.19"  
[X Link](https://x.com/hansmast/status/1978144044631953789) [@hansmast](/creator/x/hansmast) 2025-10-14T17:01Z 4637 followers, 1967 engagements


"Based on my research here are my initial publicly-traded picks with US reserves (or sometimes Canada) for top critical metals/minerals. Reply if you would have an interest in reading the full ChatGPT X Pro - Deep Research reports (sample scoring table from REE attached along with an overview of different critical metals/minerals) that helped me quickly find these. REEs: $MP $USAR / $TMRC $UUUU $NB $CODI (magnet manufacturer in US with non-China supply chain) Graphite: $GPHOF / $GPH $WWR $NVX (synthetic) Bismuth: $FTMDF Antimony: $PPTA $UAMY (has smelter no mine) Tungsten: $NCFFF / $NCF.TO"  
[X Link](https://x.com/hansmast/status/1977492665122820426) [@hansmast](/creator/x/hansmast) 2025-10-12T21:52Z 4629 followers, XXX engagements


"@pennycheck *groan* don't make me dig out my $NOK charts. they're such old TA style. but boy did $NOK make me money back in the day"  
[X Link](https://x.com/hansmast/status/1975280421836574986) [@hansmast](/creator/x/hansmast) 2025-10-06T19:22Z 4634 followers, XXX engagements


"Add small $BNC calls hat tip @CryptoCharades"  
[X Link](https://x.com/hansmast/status/1976012051878228020) [@hansmast](/creator/x/hansmast) 2025-10-08T19:49Z 4637 followers, 1260 engagements


"@BlackScholesMan $EOS seems like an understandable TA pullback after almost touching ATH after five months of straight vertical should find support at $5.38"  
[X Link](https://x.com/hansmast/status/1978265012310294623) [@hansmast](/creator/x/hansmast) 2025-10-15T01:01Z 4640 followers, XXX engagements


"This market has more opportunities than even the limits of my ADHD so I'm not following this one but $NNE is great setup"  
[X Link](https://x.com/hansmast/status/1977810588962267429) [@hansmast](/creator/x/hansmast) 2025-10-13T18:56Z 4638 followers, 1387 engagements


"$TLRY really like R/R on these sized for zero"  
[X Link](https://x.com/hansmast/status/1978120950827659509) [@hansmast](/creator/x/hansmast) 2025-10-14T15:29Z 4637 followers, 3524 engagements


"Autonomy is solved by Tesla. The bears need to use FSD on the latest hardware for a few days especially my buddies who are Tesla bears. FSD-solved unlocks robotaxi at scale (competitors' solutions are not scalable they're brute-force) and humanoid robots. $TSLA $TSLL $TSLAQ"  
[X Link](https://x.com/hansmast/status/1976359164567065074) [@hansmast](/creator/x/hansmast) 2025-10-09T18:48Z 4639 followers, XXX engagements


"Added more $MSTZ 3/20 $10c this morning. (It's ridiculously illiquid and I probably should find a better contract.) Short $MSTR is my favorite market hedge right now by far"  
[X Link](https://x.com/hansmast/status/1977797578688242036) [@hansmast](/creator/x/hansmast) 2025-10-13T18:04Z 4633 followers, XXX engagements


"One of my favorite @pennycheck calls was $OKLO serving as a meme for the need for nuclear rather than having any fundamental valuation. I believe $USAR to be similar (@TSDR_Trading was the first I saw with this thesis) as it will be the leading proxy of the US's need to invest in securing our own REE et. al. supply chain independent of China not necessarily valued on its fundamentals. It's a bonus that: X. Round Top is one of the best REE deposits in the US X. The company is literally called "USA Rare Earth Inc." X. They're building the whole mine-to-magnet supply chain for the full supply"  
[X Link](https://x.com/hansmast/status/1978088591306686636) [@hansmast](/creator/x/hansmast) 2025-10-14T13:20Z 4639 followers, 2910 engagements


"Added $LAES. Love the chart plus rumors are that QC EOs coming may focus much more on QC-resistant encryption rather than QC itself. According to @PennyCheck $LAES is only one of two pure-play QC-resistant encryption plays"  
[X Link](https://x.com/hansmast/status/1976330297957548471) [@hansmast](/creator/x/hansmast) 2025-10-09T16:53Z 4634 followers, 3151 engagements


"Sold more $MP this morning"  
[X Link](https://x.com/hansmast/status/1977796836133159062) [@hansmast](/creator/x/hansmast) 2025-10-13T18:01Z 4639 followers, XXX engagements


"I've added another position to my domestic strategic/critical minerals portfolio. I added $GPH / $GPHOF small-medium position. (However be careful. it trades extremely thinly. I've been fighting all morning to get filled one little 25k share chunk at a time.) - market cap of only $107m - reserves gross value of $7-10b - peer-based NPV analysis tipping scales at $6.4b - LOI from EXIM for $570m non-dilutive financing which is about half of the $1.13b needed to develop mine (another $3.92b capex is needed for the processing plant in Ohio which is supported by an additional $325m LOI from EXIM"  
[X Link](https://x.com/hansmast/status/1972703104371130518) [@hansmast](/creator/x/hansmast) 2025-09-29T16:40Z 4633 followers, 3720 engagements


"If we get a meme-season in stocks again soon as @chartshark22 believes $KODK should do well. We do have two heavy volume shelves to break above here"  
[X Link](https://x.com/hansmast/status/1972723910987989117) [@hansmast](/creator/x/hansmast) 2025-09-29T18:03Z 4638 followers, 1618 engagements


"added $BTBT as $IREN laggard play that looks ready to break out"  
[X Link](https://x.com/hansmast/status/1978131981050274055) [@hansmast](/creator/x/hansmast) 2025-10-14T16:13Z 4637 followers, 1238 engagements


"I recalibrated my $LUNR exposure this morning taking a big L on the 10/17s. I realized I was getting cocky foolish and greedy. Which is always a bad idea but when there are as many layups as this market is giving it's especially dumb. Plus it's much better to be greedy on going far OTM rather than being greedy on time. Given the magnitude of the expected contract award and subsequent re-rating that's a MUCH safer bet to go far OTM and far out datewise to get crazy R/R leverage. Plus I did the attached analysis that showed close-in wasn't even a great bet"  
[X Link](https://x.com/hansmast/status/1977796224443916685) [@hansmast](/creator/x/hansmast) 2025-10-13T17:59Z 4629 followers, XXX engagements


"$TGEN has options I'm in See this for DD overview:"  
[X Link](https://x.com/hansmast/status/1978186598383509588) [@hansmast](/creator/x/hansmast) 2025-10-14T19:50Z 4640 followers, 1561 engagements


"I've been adding $LUNR calls all morning on break of XXX dma. This is one of my highest conviction positions as they are almost certainly going to get a NASA contract award about 2x their marketcap. And timelines mean it could be any moment. Some of the higher-leverage calls I have are sized for zero so be aware"  
[X Link](https://x.com/hansmast/status/1975220226997305731) [@hansmast](/creator/x/hansmast) 2025-10-06T15:22Z 4639 followers, 7944 engagements


"Dumped all my $MVIS. Palmer's Reddit post was clearly a stalking horse to goad his old nemeses at $META into better terms. With EagleEye announcement today that all becomes quite obvious. Full report here:"  
[X Link](https://x.com/hansmast/status/1977773135651909761) [@hansmast](/creator/x/hansmast) 2025-10-13T16:27Z 4640 followers, 2441 engagements


"I was definitely late to this base breakout on $KOPN but looks good for move to $XXXX fib confluence with plenty of base-breakout energy behind it"  
[X Link](https://x.com/hansmast/status/1978141029397061723) [@hansmast](/creator/x/hansmast) 2025-10-14T16:49Z 4638 followers, 1159 engagements


"$TSLA doesnt have the structural cash flow issue that $MSTR does the only benefit of $MSTR (over owning spot $BTC directly) was the flywheel / leverage of premium to NAV as bitcoin prices were increasing. In a $BTC flat or down regime that flywheel goes in reverse to pay interest and mNAV goes below 1x. Look at $GBTC premium/discount to NAV over past crypto cycles to see the history of how it works"  
[X Link](https://x.com/hansmast/status/1978988385231417542) [@hansmast](/creator/x/hansmast) 2025-10-17T00:56Z 4640 followers, XXX engagements


"Averaged down on $DNA this morning needs to find support here and make compound cup and handle"  
[X Link](https://x.com/hansmast/status/1977790664348721235) [@hansmast](/creator/x/hansmast) 2025-10-13T17:36Z 4637 followers, XXX engagements


"@Bajic76 Is $ARRR or $XMR your topic pick"  
[X Link](https://x.com/hansmast/status/1978412016139133211) [@hansmast](/creator/x/hansmast) 2025-10-15T10:45Z 4639 followers, XXX engagements


"Added a bunch of $LPTH commons and 11/21 $12.5c. This is a stock I've been following for a while thanks to @pennycheck and was extremely bullish on but exited very prematurely. I've been waiting for a dip to get back in but it's just been up and to the right. This China rare earths escalation is forcing me to size back up here even though I don't love my entry"  
[X Link](https://x.com/hansmast/status/1976362906297000016) [@hansmast](/creator/x/hansmast) 2025-10-09T19:03Z 4638 followers, 5396 engagements


"$WULF ready to play catch up with $IREN (I was early on $IONQ and made good money but I made way better money catching $RGTI laggard play that followed $IONQ blueprint. Laggard plays makes so we can see the future. and give us confidence to enter with size.)"  
[X Link](https://x.com/hansmast/status/1978104696016396697) [@hansmast](/creator/x/hansmast) 2025-10-14T14:24Z 4635 followers, XXX engagements


"$SKYT will likely have a strong move up after breaking this very volatile vertical consolidation period of the past few weeks atop this big base (or just under it depending on how you draw it). They're one of the FEW US-based chip foundries. They make missile-guidance and other chips for DOD as a result for supply-chain security reasons. They also are a big player in fab'ing QC chips. It would not be surprising to see the USG take a stake or otherwise offer support"  
[X Link](https://x.com/hansmast/status/1978116383553585651) [@hansmast](/creator/x/hansmast) 2025-10-14T15:11Z 4640 followers, 3756 engagements


"$MP sold half for XXX% thank you Trump"  
[X Link](https://x.com/hansmast/status/1976667774387990878) [@hansmast](/creator/x/hansmast) 2025-10-10T15:14Z 4639 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@hansmast Avatar @hansmast Hans Mast 💭

Hans Mast 💭 posts on X about the only, $kodk, $mp, $acb the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +143%
  • X Month XXXXXX +220%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +154%
  • X Month XX +288%
  • X Months XXX -XXXX%
  • X Year XXX +53%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +3.50%
  • X Month XXXXX +7.10%
  • X Months XXXXX +19%
  • X Year XXXXX +28%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX% countries XXXX% technology brands XXXX% automotive brands XXXX% social networks XXXX% exchanges XXXX% currencies XXXX% travel destinations XXXX%

Social topic influence the only 2.88%, $kodk #10, $mp #111, $acb #12, $olb #1, $amc #184, $atai #36, $nak #21, $286 #5, $mnmd #6

Top accounts mentioned or mentioned by @pennycheck @blackscholesman @peonykingof @itskoz3 @ballsmeep @zastocks @chartshark22 @bajic76 @profheist @logicalthesis @schoolyardps7 @zohmbastic @tradercities @grok @daveasprey @erictheumpire @betterw62773906 @benjimast @shortsellerst @mike10947310

Top assets mentioned MP Materials Corp. (MP) AMC Entertainment Holdings, Inc. (AMC) ATAI Life Sciences (ATAI) 286 (286) NuCypher (NU) USA Rare Earth, Inc. Class A Common Stock (USAR) Tesla, Inc. (TSLA) Strategy (MSTR) IREN Limited (IREN) Intuitive Machines, Inc. (LUNR) BounceBit (BB) NovaDEX (NVX) Nokia Corporation (NOK) Bifrost Native Coin (BNC) BNB (BNB) EOS (EOS) Oklo Inc. (OKLO) Bit Digital, Inc. (BTBT) Metadium (META) Bitcoin (BTC) Grayscale BTC ETF (GBTC) Muhdo Hub (DNA) Pirate Chain (ARRR) Monero (XMR) IonQ, Inc. (IONQ) TeraWulf Inc. (WULF) Rigetti Computing, Inc. Common Stock (RGTI)

Top Social Posts #


Top posts by engagements in the last XX hours

"Added more $BB this morning"
X Link @hansmast 2025-10-13T17:30Z 4633 followers, XXX engagements

"Nibbled $NTGR 11/21 $40c at $XXXX nice chart"
X Link @hansmast 2025-10-10T17:23Z 4640 followers, 1343 engagements

"Added a bunch of $ACB this morning perfect entry. Rescheduling soon. @ChartShark targeting $XX before 2/28"
X Link @hansmast 2025-10-13T17:20Z 4639 followers, 1631 engagements

"Quadrupled $KODK position this morning on some great DD shared by @izzetb in the @pennycheck Discord: - - - - - -"
X Link @hansmast 2025-10-13T17:46Z 4637 followers, 1485 engagements

"@ballsmeep I did the math backwards for $NVX currency conversion🤦♂ There is still an arb but it's a XX% arb. short Nasdaq buy ASX for the arb"
X Link @hansmast 2025-10-08T16:16Z 4637 followers, XXX engagements

"Adding as much $RAAQ as I can near NAV of $10.19"
X Link @hansmast 2025-10-14T17:01Z 4637 followers, 1967 engagements

"Based on my research here are my initial publicly-traded picks with US reserves (or sometimes Canada) for top critical metals/minerals. Reply if you would have an interest in reading the full ChatGPT X Pro - Deep Research reports (sample scoring table from REE attached along with an overview of different critical metals/minerals) that helped me quickly find these. REEs: $MP $USAR / $TMRC $UUUU $NB $CODI (magnet manufacturer in US with non-China supply chain) Graphite: $GPHOF / $GPH $WWR $NVX (synthetic) Bismuth: $FTMDF Antimony: $PPTA $UAMY (has smelter no mine) Tungsten: $NCFFF / $NCF.TO"
X Link @hansmast 2025-10-12T21:52Z 4629 followers, XXX engagements

"@pennycheck groan don't make me dig out my $NOK charts. they're such old TA style. but boy did $NOK make me money back in the day"
X Link @hansmast 2025-10-06T19:22Z 4634 followers, XXX engagements

"Add small $BNC calls hat tip @CryptoCharades"
X Link @hansmast 2025-10-08T19:49Z 4637 followers, 1260 engagements

"@BlackScholesMan $EOS seems like an understandable TA pullback after almost touching ATH after five months of straight vertical should find support at $5.38"
X Link @hansmast 2025-10-15T01:01Z 4640 followers, XXX engagements

"This market has more opportunities than even the limits of my ADHD so I'm not following this one but $NNE is great setup"
X Link @hansmast 2025-10-13T18:56Z 4638 followers, 1387 engagements

"$TLRY really like R/R on these sized for zero"
X Link @hansmast 2025-10-14T15:29Z 4637 followers, 3524 engagements

"Autonomy is solved by Tesla. The bears need to use FSD on the latest hardware for a few days especially my buddies who are Tesla bears. FSD-solved unlocks robotaxi at scale (competitors' solutions are not scalable they're brute-force) and humanoid robots. $TSLA $TSLL $TSLAQ"
X Link @hansmast 2025-10-09T18:48Z 4639 followers, XXX engagements

"Added more $MSTZ 3/20 $10c this morning. (It's ridiculously illiquid and I probably should find a better contract.) Short $MSTR is my favorite market hedge right now by far"
X Link @hansmast 2025-10-13T18:04Z 4633 followers, XXX engagements

"One of my favorite @pennycheck calls was $OKLO serving as a meme for the need for nuclear rather than having any fundamental valuation. I believe $USAR to be similar (@TSDR_Trading was the first I saw with this thesis) as it will be the leading proxy of the US's need to invest in securing our own REE et. al. supply chain independent of China not necessarily valued on its fundamentals. It's a bonus that: X. Round Top is one of the best REE deposits in the US X. The company is literally called "USA Rare Earth Inc." X. They're building the whole mine-to-magnet supply chain for the full supply"
X Link @hansmast 2025-10-14T13:20Z 4639 followers, 2910 engagements

"Added $LAES. Love the chart plus rumors are that QC EOs coming may focus much more on QC-resistant encryption rather than QC itself. According to @PennyCheck $LAES is only one of two pure-play QC-resistant encryption plays"
X Link @hansmast 2025-10-09T16:53Z 4634 followers, 3151 engagements

"Sold more $MP this morning"
X Link @hansmast 2025-10-13T18:01Z 4639 followers, XXX engagements

"I've added another position to my domestic strategic/critical minerals portfolio. I added $GPH / $GPHOF small-medium position. (However be careful. it trades extremely thinly. I've been fighting all morning to get filled one little 25k share chunk at a time.) - market cap of only $107m - reserves gross value of $7-10b - peer-based NPV analysis tipping scales at $6.4b - LOI from EXIM for $570m non-dilutive financing which is about half of the $1.13b needed to develop mine (another $3.92b capex is needed for the processing plant in Ohio which is supported by an additional $325m LOI from EXIM"
X Link @hansmast 2025-09-29T16:40Z 4633 followers, 3720 engagements

"If we get a meme-season in stocks again soon as @chartshark22 believes $KODK should do well. We do have two heavy volume shelves to break above here"
X Link @hansmast 2025-09-29T18:03Z 4638 followers, 1618 engagements

"added $BTBT as $IREN laggard play that looks ready to break out"
X Link @hansmast 2025-10-14T16:13Z 4637 followers, 1238 engagements

"I recalibrated my $LUNR exposure this morning taking a big L on the 10/17s. I realized I was getting cocky foolish and greedy. Which is always a bad idea but when there are as many layups as this market is giving it's especially dumb. Plus it's much better to be greedy on going far OTM rather than being greedy on time. Given the magnitude of the expected contract award and subsequent re-rating that's a MUCH safer bet to go far OTM and far out datewise to get crazy R/R leverage. Plus I did the attached analysis that showed close-in wasn't even a great bet"
X Link @hansmast 2025-10-13T17:59Z 4629 followers, XXX engagements

"$TGEN has options I'm in See this for DD overview:"
X Link @hansmast 2025-10-14T19:50Z 4640 followers, 1561 engagements

"I've been adding $LUNR calls all morning on break of XXX dma. This is one of my highest conviction positions as they are almost certainly going to get a NASA contract award about 2x their marketcap. And timelines mean it could be any moment. Some of the higher-leverage calls I have are sized for zero so be aware"
X Link @hansmast 2025-10-06T15:22Z 4639 followers, 7944 engagements

"Dumped all my $MVIS. Palmer's Reddit post was clearly a stalking horse to goad his old nemeses at $META into better terms. With EagleEye announcement today that all becomes quite obvious. Full report here:"
X Link @hansmast 2025-10-13T16:27Z 4640 followers, 2441 engagements

"I was definitely late to this base breakout on $KOPN but looks good for move to $XXXX fib confluence with plenty of base-breakout energy behind it"
X Link @hansmast 2025-10-14T16:49Z 4638 followers, 1159 engagements

"$TSLA doesnt have the structural cash flow issue that $MSTR does the only benefit of $MSTR (over owning spot $BTC directly) was the flywheel / leverage of premium to NAV as bitcoin prices were increasing. In a $BTC flat or down regime that flywheel goes in reverse to pay interest and mNAV goes below 1x. Look at $GBTC premium/discount to NAV over past crypto cycles to see the history of how it works"
X Link @hansmast 2025-10-17T00:56Z 4640 followers, XXX engagements

"Averaged down on $DNA this morning needs to find support here and make compound cup and handle"
X Link @hansmast 2025-10-13T17:36Z 4637 followers, XXX engagements

"@Bajic76 Is $ARRR or $XMR your topic pick"
X Link @hansmast 2025-10-15T10:45Z 4639 followers, XXX engagements

"Added a bunch of $LPTH commons and 11/21 $12.5c. This is a stock I've been following for a while thanks to @pennycheck and was extremely bullish on but exited very prematurely. I've been waiting for a dip to get back in but it's just been up and to the right. This China rare earths escalation is forcing me to size back up here even though I don't love my entry"
X Link @hansmast 2025-10-09T19:03Z 4638 followers, 5396 engagements

"$WULF ready to play catch up with $IREN (I was early on $IONQ and made good money but I made way better money catching $RGTI laggard play that followed $IONQ blueprint. Laggard plays makes so we can see the future. and give us confidence to enter with size.)"
X Link @hansmast 2025-10-14T14:24Z 4635 followers, XXX engagements

"$SKYT will likely have a strong move up after breaking this very volatile vertical consolidation period of the past few weeks atop this big base (or just under it depending on how you draw it). They're one of the FEW US-based chip foundries. They make missile-guidance and other chips for DOD as a result for supply-chain security reasons. They also are a big player in fab'ing QC chips. It would not be surprising to see the USG take a stake or otherwise offer support"
X Link @hansmast 2025-10-14T15:11Z 4640 followers, 3756 engagements

"$MP sold half for XXX% thank you Trump"
X Link @hansmast 2025-10-10T15:14Z 4639 followers, XXX engagements

creator/x::hansmast
/creator/x::hansmast