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# ![@jktadave Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1543066097632522240.png) @jktadave David Greenberg

David Greenberg posts on X about $sols, investment, $hon, $hrl the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1543066097632522240/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543066097632522240/c:line/m:interactions.svg)

- X Week XXXXXX +709%
- X Month XXXXXX +161%
- X Months XXXXXX +21,824%
- X Year XXXXXX +27,487%

### Mentions: XX [#](/creator/twitter::1543066097632522240/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543066097632522240/c:line/m:posts_active.svg)

- X Week XX +100%
- X Month XXX +23%
- X Months XXX +6,200%
- X Year XXX +3,740%

### Followers: XX [#](/creator/twitter::1543066097632522240/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543066097632522240/c:line/m:followers.svg)

- X Week XX +20%
- X Month XX +46%
- X Months XX +453%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1543066097632522240/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543066097632522240/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1543066097632522240/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [vc firms](/list/vc-firms)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$sols](/topic/$sols) #4, [investment](/topic/investment) 3.95%, [$hon](/topic/$hon) #26, [$hrl](/topic/$hrl) #6, [microsoft](/topic/microsoft) 2.63%, [$ain](/topic/$ain) #27, [$9627t](/topic/$9627t) #480, [$fcx](/topic/$fcx) 2.63%, [$metc](/topic/$metc) #501, [let me](/topic/let-me) XXXX%

**Top accounts mentioned or mentioned by**
[@divergent7651](/creator/undefined) [@sidecarcap](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@hayekandkeynes](/creator/undefined) [@traceyryniec](/creator/undefined) [@fundcdm](/creator/undefined) [@expphilosopher](/creator/undefined) [@billackman](/creator/undefined) [@henrysgao](/creator/undefined) [@stoicinvestor42](/creator/undefined) [@nntaleb](/creator/undefined) [@boringbiz](/creator/undefined) [@eddyelfenbein](/creator/undefined) [@cliffordasness](/creator/undefined) [@cyclestrategy](/creator/undefined) [@bespokeinvest](/creator/undefined) [@jkylebass](/creator/undefined) [@globaltimesnews](/creator/undefined) [@tintincapital](/creator/undefined) [@jaguaranalytics](/creator/undefined)

**Top assets mentioned**
[Heroes of NFT (HON)](/topic/$hon) [Hormel Foods Corp (HRL)](/topic/$hrl) [Microsoft Corp. (MSFT)](/topic/microsoft) [AI Network (AIN)](/topic/$ain) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Carnomaly (CARR)](/topic/$carr) [Watsco, Inc. (WSO)](/topic/$wso) [The Chemours Company (CC)](/topic/$cc) [ONEOK, Inc. (OKE)](/topic/$oke) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Eastman Chemical Company (EMN)](/topic/$emn) [Southern Copper Corporation (SCCO)](/topic/$scco) [Teck Resources Limited (TECK)](/topic/$teck) [Cooper Companies, Inc. (COO)](/topic/$coo)
### Top Social Posts [#](/creator/twitter::1543066097632522240/posts)
---
Top posts by engagements in the last XX hours

"@Divergent7651 The biggest single business line for $SOLS is refrigerants. If I wanted that kind of exposure Im not sure I would choose an HFO/HFC manufacturer instead of a company positioned elsewhere in HVAC like $CARR or $JCI or $WSO. 3/12"  
[X Link](https://x.com/jktadave/status/1977643369494143286) [@jktadave](/creator/x/jktadave) 2025-10-13T07:51Z XX followers, XXX engagements


"@Divergent7651 Since $CC also makes HFOs I thought I would compare to $SOLS. Saw CC stock has done terribly. Reason seems to be PFAS litigation. Given CCs PFAS angle I wondered if SOLS also has exposure. No indication from the Form XX but heres Copilots view. 5/12"  
[X Link](https://x.com/jktadave/status/1977643839801438605) [@jktadave](/creator/x/jktadave) 2025-10-13T07:53Z XX followers, XXX engagements


"@KevinLMak A saying I heard attributed to a hedge fund manager named Bill Duhamel was: "With every investment we become richer or wiser never both." Also: "If you can't take a small loss sooner or later you will take the mother of all losses." - Ed Seykota"  
[X Link](https://x.com/jktadave/status/1978710483440992449) [@jktadave](/creator/x/jktadave) 2025-10-16T06:31Z XX followers, XXX engagements


"@JavierBlas @EIAgov Does there need to be a corresponding increase in import & distribution capacity in the countries that will be buying the additional US LNG I'm thinking in particular about Western Europe"  
[X Link](https://x.com/jktadave/status/1979017602056790264) [@jktadave](/creator/x/jktadave) 2025-10-17T02:52Z XX followers, XXX engagements


"@StoicInvestor42 @Fund_CDM @sidecarcap Maybe a separate account is a legitimate way to (1) give yourself permission to experiment; (2) ensure you'll not casually slip beyond the limit you initially set; (3) simplify tracking results by strategy/asset category. (3/4)"  
[X Link](https://x.com/jktadave/status/1978427305539051903) [@jktadave](/creator/x/jktadave) 2025-10-15T11:46Z XX followers, XX engagements


"@StoicInvestor42 @Fund_CDM @sidecarcap I do see benefit in using multiple brokerages -- fraud risk staying under the SIPC cash limit some institutions provide different services you can share reps with relatives. Maybe trying a new strategy is a decent reason to diversify brokerages. (4/4)"  
[X Link](https://x.com/jktadave/status/1978427622490095870) [@jktadave](/creator/x/jktadave) 2025-10-15T11:47Z XX followers, XX engagements


"@Aureliusltd28 I can't find a link to a good article or interview but I recall when FTX collapsed and media reported about how Sequoia Capital (to give one example) was so desperate to get on the FTX bandwagon that they'd been horrendously remiss re: due diligence. History repeats"  
[X Link](https://x.com/jktadave/status/1977576551471542480) [@jktadave](/creator/x/jktadave) 2025-10-13T03:26Z XX followers, XX engagements


"@Divergent7651 In the webcast an analyst refers to HFO patent protection. Attached is a screenshot of what Microsoft Copilot could tell me about that. Copilot sometimes hallucinates but this material makes me cautious. 4/12"  
[X Link](https://x.com/jktadave/status/1977643626839879973) [@jktadave](/creator/x/jktadave) 2025-10-13T07:52Z XX followers, XXX engagements


"@Divergent7651 I noticed $HON recently divested to Delticus all potential asbestos liability. Interesting that they couldnt at the same time shed $SOLSs potential radiation liability. I assume Delticus feels it can model how asbestos cases play out but radiation is different. 11/12"  
[X Link](https://x.com/jktadave/status/1977644836581933115) [@jktadave](/creator/x/jktadave) 2025-10-13T07:57Z XX followers, XXX engagements


"@Divergent7651 Given my individual preferences & risk tolerance my concerns and uncertainties outweigh the appealing elements of $SOLS. But I appreciated having felt motivated to investigate & learn about the business. I hope SOLS works out for you. Im still looking at post-spin HON. 12/12"  
[X Link](https://x.com/jktadave/status/1977644978718564489) [@jktadave](/creator/x/jktadave) 2025-10-13T07:58Z XX followers, XX engagements


"@peonyKingOF I may be cynical but I don't rule out that HON may've decided that the best way to free itself from its radiation class-action lawsuit was a spin that bundled the uranium biz with others (larger & more prominent). I'm NOT saying this was HON's sole reason for the spin. 1/9"  
[X Link](https://x.com/jktadave/status/1978363558682399202) [@jktadave](/creator/x/jktadave) 2025-10-15T07:33Z XX followers, XX engagements


"@HayekAndKeynes Here was an interesting article on Russian social media activity aiming to influence U.S. public opinion during the 2016 election: Attached is Microsoft Copilot's response regarding legal determinations of whether ads are election related"  
[X Link](https://x.com/jktadave/status/1978653456018624724) [@jktadave](/creator/x/jktadave) 2025-10-16T02:45Z XX followers, XX engagements


"@dampedspring @practicalquant @JJCarbonneau In a risk premium driven position whats your most common go-to asset to buy Does the asset type depend on the specific catalyst/event you think will affect risk aversion/appeal If a stock index is it generally the S&P XXX How often do you focus on credit spreads (2/3)"  
[X Link](https://x.com/jktadave/status/1976908373259129297) [@jktadave](/creator/x/jktadave) 2025-10-11T07:11Z XX followers, XX engagements


"@dampedspring @practicalquant @JJCarbonneau You mentioned volatility but didnt exactly equate this with changes in risk aversion. How close do consider vol to be to risk premium changes Do you trade options to go long/short vol based on your risk premium view or do you mostly play that though asset allocation (3/3)"  
[X Link](https://x.com/jktadave/status/1976908885228503079) [@jktadave](/creator/x/jktadave) 2025-10-11T07:13Z XX followers, XX engagements


"@EXP_Philosopher @nntaleb My last trades were on October X when I bought Hormel ( $HRL ) and Albany International ( $AIN ). From your "likes" I think you saw my explanation of why I decided against $SOLS -- but I am still considering $HON (earnings out on Oct 23). 1/x"  
[X Link](https://x.com/jktadave/status/1978735600401269231) [@jktadave](/creator/x/jktadave) 2025-10-16T08:11Z XX followers, XX engagements


"@EXP_Philosopher @nntaleb On energy (which you also asked about): I recently bought $OKE at a higher price than today's. Screenshot of write-up summary attached. Will post on X the summaries of write-ups as I make other trades. I hope they may be of interest. Good luck with your investing. 3/3"  
[X Link](https://x.com/jktadave/status/1978737003395989649) [@jktadave](/creator/x/jktadave) 2025-10-16T08:17Z XX followers, XX engagements


"@TraceyRyniec BTW Tracey around a month ago you did a podcast on the industrial chemicals sector but made no mention of $LYB. I'm curious why not. Right now LYB has 2x the market cap of $EMN which was one company you focused on"  
[X Link](https://x.com/jktadave/status/1972878826163331334) [@jktadave](/creator/x/jktadave) 2025-09-30T04:19Z XX followers, XXX engagements


"@henrysgao Henry: When I saw Trump's Friday blast my gut instinct was: China (govt and/or ByteDance) must be refusing to move forward on TikTok's US sale despite Trump having claimed a done deal (w/ a low price for the US side w/ implications for shaping public discourse). Likely"  
[X Link](https://x.com/jktadave/status/1977163782746222756) [@jktadave](/creator/x/jktadave) 2025-10-12T00:05Z XX followers, 5333 engagements


"@zerohedge Key question is whether PRC's rare earth controls are really what triggered Trump's blast on Friday or if he was expecting a TikTok 'deliverable' when meeting Xi and that's been delayed. Trump's announcement on the TikTok sale was unilateral unclear if PRC/ByteDance on board"  
[X Link](https://x.com/jktadave/status/1977213955673407705) [@jktadave](/creator/x/jktadave) 2025-10-12T03:25Z XX followers, 2294 engagements


"My two most recent trades were on October X. In both cases I was averaging down. I bought $HRL and sold in-the-money calls to limit my downside a bit as I intend to harvest a tax loss and soon return to my pre-October position size in HRL"  
[X Link](https://x.com/jktadave/status/1977252439213699326) [@jktadave](/creator/x/jktadave) 2025-10-12T05:58Z XX followers, XX engagements


"My other Oct X trade was buying $AIN. AIN makes (1) essential consumables for the paper manufacturing industry & (2) aircraft parts/structures. The commonality between the segments is a '3-D weaving' process usable for both regular fabrics & advanced composites (carbon fiber)"  
[X Link](https://x.com/jktadave/status/1977255176856826095) [@jktadave](/creator/x/jktadave) 2025-10-12T06:09Z XX followers, XXX engagements


"@Divergent7651 Tks for highlighting that; I'm long $SCCO & $TGB but never had a position in $FCX. Have you seen this A strangle could make sense. Qs: what has the market priced in re: Grasberg's fate & when will that fate be clearer (what expiration date to choose)"  
[X Link](https://x.com/jktadave/status/1977597324701696505) [@jktadave](/creator/x/jktadave) 2025-10-13T04:48Z XX followers, XXX engagements


"@Divergent7651 @Divergent7651: I just finished listening to the webcast of the $SOLS investor day. I decided I'm not interested in owning SOLS shares after the spinout from $HON. Wanted to share my thoughts on this w/ you. (None of what I say is investment advice.) 1/12"  
[X Link](https://x.com/jktadave/status/1977642982422774012) [@jktadave](/creator/x/jktadave) 2025-10-13T07:50Z XX followers, XXX engagements


"@EXP_Philosopher @nntaleb You separately asked re: Rare Earths. I posted this (2 posts) on $METC a few hours ago -- I have shares from years ago but am not considering buying more at today's price: 2/x"  
[X Link](https://x.com/jktadave/status/1978736096037966231) [@jktadave](/creator/x/jktadave) 2025-10-16T08:13Z XX followers, XX engagements


"@EXP_Philosopher Attached: my write-up summary when I bought $METC. The rare earth aspect was meaningful to me but I looked at METC primarily at a met coal investment. I'd sold my $TECK shares a couple of months before (didn't like TECK's break-up plan) after which I had no met coal stock"  
[X Link](https://x.com/jktadave/status/1978742976940519574) [@jktadave](/creator/x/jktadave) 2025-10-16T08:41Z XX followers, XX engagements


"@Fund_CDM @BillAckman If ones not smarter than the market and **if** what I said re: poker applies does it make sense to say investors should minimize decision points Maybe that means less trading more buy-&-hold. (I think of the attached @DividendGrowth post.) (6/14)"  
[X Link](https://x.com/jktadave/status/1978998077886198231) [@jktadave](/creator/x/jktadave) 2025-10-17T01:34Z XX followers, XX engagements


"@Fund_CDM @BillAckman @DividendGrowth I noticed you cite valuation-only ideas as less desirable. Valuation isnt good for timing but I think its powerful for long-term returns. Let me cite one my 2nd Hormel ( $HRL ) buy. (My write-ups summaries attached.) (7/14)"  
[X Link](https://x.com/jktadave/status/1978998263354106209) [@jktadave](/creator/x/jktadave) 2025-10-17T01:35Z XX followers, XX engagements


"@JaguarAnalytics I haven't looked at PGNY before but I'm holding $COO. It's not a pure play -- it's one of the top contact lens manufacturers (that's its main biz) but also has a significant "surgical" segment for fertility/women's health. I bought in March & again in June. (It's now $71.)"  
[X Link](https://x.com/jktadave/status/1979035781827006723) [@jktadave](/creator/x/jktadave) 2025-10-17T04:04Z XX followers, XXX engagements


"@Divergent7651 $SOLS has multiple lines of business. Most seem appealing but I might be more enthusiastic if it were a pure play. For example: the semiconductor business sounds good but if I want to invest in that area I would probably choose from among the many semi cap equip cos. 2/12"  
[X Link](https://x.com/jktadave/status/1977643084755402773) [@jktadave](/creator/x/jktadave) 2025-10-13T07:50Z XX followers, XXX engagements


"@mining Extra context: 1) Indonesia banned concentrate exports; 2) $FCX planned to process its Indonesian concentrate at Gresik smelter which FCX Indonesia (PTFI) owns & operates; 3) Indo's govt owns a majority of PTFI; 4) Grasberg (Indo) production severely disrupted. cc @BurggrabenH"  
[X Link](https://x.com/jktadave/status/1978310182942756921) [@jktadave](/creator/x/jktadave) 2025-10-15T04:01Z XX followers, XXX engagements


"@iancassel Ian: let me point out some remarks by $AEM's CEO in the April earnings call (attached). When he warns against stupid things and wasting money you know that's because there's a history of that in the gold mining sector. Margin & FCF don't matter if capital allocation is lousy"  
[X Link](https://x.com/jktadave/status/1979370550297530504) [@jktadave](/creator/x/jktadave) 2025-10-18T02:14Z XX followers, XXX engagements