# ![@nim_chef Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1649218770286641153.png) @nim_chef NIM_Chef

NIM_Chef posts on X about china, $cron, $ral, south korea the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1649218770286641153/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1649218770286641153/c:line/m:interactions.svg)

- [--] Week [---] +1,343%
- [--] Month [-----] +103%
- [--] Months [-----] +5.90%
- [--] Year [------] +17%

### Mentions: [--] [#](/creator/twitter::1649218770286641153/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1649218770286641153/c:line/m:posts_active.svg)

- [--] Week [--] +100%
- [--] Month [--] +60%
- [--] Months [--] -1.30%
- [--] Year [---] +104%

### Followers: [---] [#](/creator/twitter::1649218770286641153/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1649218770286641153/c:line/m:followers.svg)

- [--] Week [---] +0.96%
- [--] Month [---] +4%
- [--] Months [---] +12%
- [--] Year [---] +84%

### CreatorRank: [---------] [#](/creator/twitter::1649218770286641153/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1649218770286641153/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33% [stocks](/list/stocks)  22% [countries](/list/countries)  21% [cryptocurrencies](/list/cryptocurrencies)  7% [technology brands](/list/technology-brands)  7% [currencies](/list/currencies)  4% [automotive brands](/list/automotive-brands)  3% [social networks](/list/social-networks)  2% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[china](/topic/china) 12%, [$cron](/topic/$cron) 6%, [$ral](/topic/$ral) 5%, [south korea](/topic/south-korea) 4%, [japan](/topic/japan) 4%, [balance sheet](/topic/balance-sheet) 4%, [what is](/topic/what-is) 3%, [brazil](/topic/brazil) 3%, [inflation](/topic/inflation) 3%, [debt](/topic/debt) 3%

**Top accounts mentioned or mentioned by**
[@ragingbullcap](/creator/undefined) [@8f4ytdx6m4](/creator/undefined) [@automarketplc](/creator/undefined) [@odddiligence](/creator/undefined) [@crawdadcapital](/creator/undefined) [@valuedrift](/creator/undefined) [@davidkatunaric](/creator/undefined) [@tmtlongshort](/creator/undefined) [@jszhang0912](/creator/undefined) [@jevgenijs](/creator/undefined) [@popularfintech](/creator/undefined) [@quipuscapital](/creator/undefined) [@praisekek](/creator/undefined) [@samujarvela](/creator/undefined) [@doombergt](/creator/undefined) [@joeretail2](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@acapitallp](/creator/undefined) [@thehydrogenbull](/creator/undefined) [@hindenburgres](/creator/undefined)

**Top assets mentioned**
[Ralliant Corporation (RAL)](/topic/$ral) [NexImmune, Inc. (NEXI)](/topic/$nexi) [My Dog Is The DEV (DEV)](/topic/$dev) [Open Campus (EDU)](/topic/$edu) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Fortive Corp (FTV)](/topic/$ftv) [Apple, Inc. (AAPL)](/topic/$aapl) [Bloom Energy Corporation (BE)](/topic/$be) [Entergy Corporation (ETR)](/topic/$etr) [Saber (SBR)](/topic/$sbr) [Brinker International, Inc. (EAT)](/topic/$eat) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Mastercard, Inc. (MA)](/topic/$ma) [Veno Finance (VNO)](/topic/$vno) [Compass Minerals International, Inc. (CMP)](/topic/$cmp) [Value Liquidity (VALUE)](/topic/value-liquidity) [Darden Restaurants, Inc. (DRI)](/topic/$dri)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@marketplunger1 If you can find a better priced way to get long uranium than $DEV on the Australian exchanges Id love to learn abt it"  
[X Link](https://x.com/nim_chef/status/2022523510078230754)  2026-02-14T04:09Z [---] followers, [---] engagements


"@ShaleTier7 Allegedly LNG terminals are coming online too Mix in ERCOT load growth and $ETR 25-29 earnings cagr - long $SBR. My gas play on TX & OK associated gas basins w/ reflexivity to higher reserve estimates on higher regional gas prices"  
[X Link](https://x.com/nim_chef/status/2022615460768821390)  2026-02-14T10:14Z [---] followers, [---] engagements


"@jonathanmaze Have you read any writeups on exactly what $EAT changed/how it differentiates Such a massive outlier among its peer group it is absurd"  
[X Link](https://x.com/nim_chef/status/2016642791087002026)  2026-01-28T22:41Z [---] followers, [---] engagements


"@QuipusCapital Wow I didnt realize the pivot to Chinese internalization was a sort of COVID era inflection point. For the downstream industries I think biotech/pharma and A&D are the most exposed to disruption. Any other than spec chems that you see as having outsized risk concentration"  
[X Link](https://x.com/nim_chef/status/2021336610500116654)  2026-02-10T21:32Z [---] followers, [--] engagements


"@PraiseKek @SamuJarvela What is your napkin math system for NPV'ing the potential discoveries Trying to size the up/down in '26 and distill the long/short case as cleanly as possible"  
[X Link](https://x.com/nim_chef/status/2022645656226005486)  2026-02-14T12:14Z [---] followers, [--] engagements


"@PraiseKek @SamuJarvela The SOLE short fulcrum is that $DEV has not made any significant discoveries. The counter is why would Goyder continue to put money in and why would Marnie Finlayson join the company if both did not believe it was worth their (valuable/scarce) time and attention"  
[X Link](https://x.com/nim_chef/status/2022647355934388267)  2026-02-14T12:21Z [---] followers, [--] engagements


"Uranium hypothesis: The record of energy transitions over time reflects the adoption of higher-energy-density fuels -National Center for Energy Analytics Paired with:"  
[X Link](https://x.com/nim_chef/status/1949117251119972611)  2025-07-26T14:39Z [---] followers, [--] engagements


"If China projects maritime power thru to the 2nd island chain South Korea and Japan will be contained. Think those [--] together are 90%+ of global shipbuilding capacity As I think more through geopolitics I am less enthused about governance change in SK + J unlocking value"  
[X Link](https://x.com/nim_chef/status/1949444026794459202)  2025-07-27T12:17Z [---] followers, [---] engagements


"@TMTLongShort If you had to go long one country ETF at your current probability skew where are you going Im fading South Korea and Japan (inside Chinas eventual power projection) I like Norway as low leverage energy provider to re-militarizing/industrializing EU No Brazil bc Lula"  
[X Link](https://x.com/nim_chef/status/1949813545064886313)  2025-07-28T12:45Z [---] followers, [---] engagements


"Been thinking a lot about ecosystem positioning since 4/2. A top of mind example is as the world shifts to multipolarity + in light of terrible demographic trends perhaps Japan and South Korea are not good markets to be in despite the amount of corporate governance ferment"  
[X Link](https://x.com/nim_chef/status/1952908185842614319)  2025-08-06T01:42Z [---] followers, [--] engagements


"Another example is Poland. In Prisoners of Geography the first chapter is on Russia and you learn that it projects power westward because its western border is one big great plain. The narrowest point on the northern Eur plain is Poland. Despite the torrid pace"  
[X Link](https://x.com/nim_chef/status/1952908188543848495)  2025-08-06T01:42Z [---] followers, [--] engagements


"Of economic development in that nation (look up Our World in Data - GDP/capita - Poland) do you really want to own securities in that nation in an eventual conflict scenario I dont"  
[X Link](https://x.com/nim_chef/status/1952908190611386681)  2025-08-06T01:42Z [---] followers, [--] engagements


"There was an outstanding Bloomberg article talking about the development of the Vaca Muerta and how that could be a lever to flip the fiscal deficit into a surplus which would enable control of currency debasement and pull capital into the country"  
[X Link](https://x.com/nim_chef/status/1952908205295845606)  2025-08-06T01:42Z [---] followers, [--] engagements


"I used to be more bulled up on Brazil but think Lula has not evolved and is desperately clutching to the past like so many old men do and I think that will eventually create a power vacuum which will lead to instability"  
[X Link](https://x.com/nim_chef/status/1952908207401386253)  2025-08-06T01:42Z [---] followers, [--] engagements


"Doomberg had a wonderful hydrocarbon presentation where they laid out how eastern South America used to touch Western Africa and the rich hydrocarbon deposits along W Africas coast. I think that will lead to an imperialism problem at some point"  
[X Link](https://x.com/nim_chef/status/1952908209867637224)  2025-08-06T01:42Z [---] followers, [--] engagements


"Which brings us to the USA. The Seven Sisters were backstopped by the US military during times of Pax Americana - what happens to US energy majors if China starts to control shipping routes The US economy is being eaten by the tapeworm that is the healthcare system"  
[X Link](https://x.com/nim_chef/status/1952908212250001572)  2025-08-06T01:42Z [---] followers, [--] engagements


"Kissinger was correct that too loose an immigration policy disrupts the social fabric of communities. Right of way also rips apart communities (see: The Power Broker by Robert Caro). Inflation rips apart classes"  
[X Link](https://x.com/nim_chef/status/1952908229761220972)  2025-08-06T01:42Z [---] followers, [--] engagements


"I think equities with exposure to the growing Asian demand center in the long term and exposure to US healthcare and electrical infrastructure short term"  
[X Link](https://x.com/nim_chef/status/1952908238577364996)  2025-08-06T01:43Z [---] followers, [--] engagements


"@ragingbullcap $CRON still your favorite upside/downside in cannabis What bothers me is their inability to allocate the cash pile on the balance sheet - horizontally consolidate buy back stock special dividend itdont let it sit there. Any pushback to that"  
[X Link](https://x.com/nim_chef/status/1955049055177916721)  2025-08-11T23:29Z [---] followers, [---] engagements


"@ragingbullcap Just looked again and think $DB.V is better up/down. I think best case $CRON mgmt/BoD turnover from some activist delivers a certain amount of ferment. Going back through their history decision making has been poor and execution has been sub par"  
[X Link](https://x.com/nim_chef/status/1955075421038358546)  2025-08-12T01:14Z [---] followers, [---] engagements


"@ragingbullcap $OGI earnings call had much more attention than $CRON which was interesting"  
[X Link](https://x.com/nim_chef/status/1955075858584010763)  2025-08-12T01:16Z [---] followers, [---] engagements


"@ragingbullcap If you listen to CFO Stuart Boucher speak in YouTube interviews I think you will be hard pressed to find a better allocator in the space. This company had [--] Big Tobacco help insiders are buying shares and if a cash flow option hits I trust them to direct cash intelligently"  
[X Link](https://x.com/nim_chef/status/1955232421110075671)  2025-08-12T11:38Z [---] followers, [---] engagements


"@ragingbullcap In other words the growth rate has been constrained by lack of access to affordable capital. The same cannot be said about $CRON. Downside coverage is better with $CRON but leverage means higher equity torque to changes in asset value"  
[X Link](https://x.com/nim_chef/status/1955234539971772634)  2025-08-12T11:46Z [---] followers, [---] engagements


"@ragingbullcap More attention to the space - mult expansion - lower cost of capital. Best example is $TLN going from high cost BK exit financing in [--] - today This is more of a sector beta trade and $CRON has better downside protection so might end up agreeing w you just fun debating"  
[X Link](https://x.com/nim_chef/status/1955267934206459995)  2025-08-12T13:59Z [---] followers, [--] engagements


"@DoombergT talks a lot about global energy price arbitrage the best example being natural gas. If Henry Hub increases to reflect energy content parity who gets helped and who gets hurt"  
[X Link](https://x.com/nim_chef/status/1955540920444784831)  2025-08-13T08:04Z [---] followers, [--] engagements


"Domestic thermal coal mines get a boost. If you read a handful of the bankruptcy filings from late 10s cheap and plentiful nat gas economically shifted coal power generation higher on the cost curve. Add in deregulation wave and thats another tailwind for domestic thermal"  
[X Link](https://x.com/nim_chef/status/1955540922336194728)  2025-08-13T08:04Z [---] followers, [--] engagements


"The domestic USGC petrochem complex gets banged. Have seen a lot of own $LYB down here it is a cyclical which ignores the possibility of the global gas price arb closing"  
[X Link](https://x.com/nim_chef/status/1955540924869775828)  2025-08-13T08:04Z [---] followers, [--] engagements


"Bloomberg; the governments student loan portfolio which at $1.7tn constitutes the single biggest asset on the US balance sheet"  
[X Link](https://x.com/nim_chef/status/1956418493303132384)  2025-08-15T18:11Z [---] followers, [--] engagements


"@atelicinvest I try and copy Li Lus process in his [----] CBS lecture (valution on balance sheet then earnings power then if it looks mispriced are there reasons) then ask what change is going to drive an inflection"  
[X Link](https://x.com/nim_chef/status/1959645943126454356)  2025-08-24T15:56Z [---] followers, [--] engagements


"@8f4ytdx6m4 @Crawdad_Capital @automarketplc @OddDiligence Who do you think the Robert Moses is of modern day city and state politics that has the answer to that question"  
[X Link](https://x.com/nim_chef/status/1960294039510458794)  2025-08-26T10:51Z [---] followers, [--] engagements


"@DoombergT 1/6/24: first thing an analyst should seek to understand is whether an economy is currently in a period of primary energy excess or deficitshortages trigger meaningful economic contraction surpluses pave prosperity"  
[X Link](https://x.com/nim_chef/status/1961758688416350365)  2025-08-30T11:51Z [---] followers, [--] engagements


"German energy policy - rapid deindustrialization of Europes largest economy"  
[X Link](https://x.com/nim_chef/status/1961758690748289273)  2025-08-30T11:51Z [---] followers, [--] engagements


"XOM 2q25 transcript: [--] developments producing 650k bbl/dthe success of these projects has established Guyana as the worlds fastest growing economy"  
[X Link](https://x.com/nim_chef/status/1961758693323649254)  2025-08-30T11:51Z [---] followers, [--] engagements


"A cool lens to look at technology through is speed of bank runs with the SVB a most recent example of massive acceleration vs. [--] due to mobile - hyperconnectedness"  
[X Link](https://x.com/nim_chef/status/1961914016407699935)  2025-08-30T22:08Z [---] followers, [--] engagements


"Political turnover is the same kind of mob energy that pervades the psyche. How is VIX so low with this level of geopolitical instability and technology that acts as an accelerant to social change"  
[X Link](https://x.com/nim_chef/status/1961914018395717778)  2025-08-30T22:08Z [---] followers, [--] engagements


"@JoeRetail2 @Crawdad_Capital @automarketplc @8f4ytdx6m4 @OddDiligence The [--] member TLC board appointments flow through city council and the mayor. Mamdani is 81% on Polymarket. Google has the balance sheet to buy politiciansbut the TLC system exists to prevent auto congestion. Really interesting political puzzle"  
[X Link](https://x.com/nim_chef/status/1964846073593401612)  2025-09-08T00:19Z [---] followers, [--] engagements


"@dirtcheapstocks Using prediction markets $HOOD is the conduit for to size odds and translating that into pricing of cheap illiquid securities that have little attention. @OnTheTapePod s recent interview is the genesis of the idea"  
[X Link](https://x.com/nim_chef/status/1966529228603630014)  2025-09-12T15:47Z [---] followers, [---] engagements


"The problem with US capital is that it is hard to get into China with any sort of capital permanence. Risk concentration used to be CCP intervention (halting Ants IPO) but is shifting to US govt intervention (sanctions leading to getting Gazpromd)"  
[X Link](https://x.com/nim_chef/status/1967860771704176681)  2025-09-16T07:59Z [---] followers, [--] engagements


"Curious who the Trump Administration is turning to for ships to replenish the naval base if ICE is cracking down on SK Hyundai plants (to national outrage) and Japans trade minster is resigning due to cutting a bad trade deal (sacrificial lamb no fault of his own)"  
[X Link](https://x.com/nim_chef/status/1967861486640140392)  2025-09-16T08:01Z [---] followers, [--] engagements


"Upside: - global electricity demand increase - shipping fuel - aviation fuel - re-armament Downside: - fusion is more energy efficient than fission and becomes feasibly scalable at cost"  
[X Link](https://x.com/nim_chef/status/1967862260141003220)  2025-09-16T08:04Z [---] followers, [--] engagements


"@jszhang0912 i am curious how you manage/think about this risk with $EDU & $PDD especially as communication and trade flows between China and the US become increasingly illiquid"  
[X Link](https://x.com/nim_chef/status/1968282123728785546)  2025-09-17T11:53Z [---] followers, [---] engagements


"From Shaky Ground: FDR knew that almost 1/3 of the unemployed were in the building tradesFannie Mae and a housing program could move the whole economic engine. This is why the Trump Administration cares so much about the housing market"  
[X Link](https://x.com/nim_chef/status/1971303756873728441)  2025-09-25T20:00Z [---] followers, [--] engagements


"If USD hegemony is slipping how can you be long $V or $MA"  
[X Link](https://x.com/nim_chef/status/1975001058117300622)  2025-10-06T00:52Z [---] followers, [--] engagements


"Critical Issues Confronting China Series 9/24/24 @eyckfreymann @HugoBromley 10/10 presentation. Key q is in the event of US/China escalation which neutrals arb market distortions Does capital flow to countries like Norway and Brazil Maybe Singapore"  
[X Link](https://x.com/nim_chef/status/1975939377613398156)  2025-10-08T15:00Z [---] followers, [--] engagements


"@Gavekal pice the other day linking QE to Arab Spring. First time I have seen that connection. Today we have a Federal Reserve about to be fully captured by the Executive Branch in [--] @JohnArnoldFndtn recent post reads like a long nat gas pitch - gas px flows into all"  
[X Link](https://x.com/nim_chef/status/1977020993656025531)  2025-10-11T14:38Z [---] followers, [--] engagements


"The article goes on to identify [--] Canadian cannabis companies:"  
[X Link](https://x.com/nim_chef/status/1764329891145654696)  2024-03-03T16:40Z [---] followers, [----] engagements


"Quick first cut through these: $TLRY is rr -113mm cfo - capex pa and too diversified. $WEED is scary at -351mm cfo - capex pa. $SNDL is too heavily exposed to retailing and diversified into alcohol too"  
[X Link](https://x.com/nim_chef/status/1766235079947284605)  2024-03-08T22:50Z [---] followers, [---] engagements


"@lundeen_ne @ArchiteuthisDx @valuedrift @deusexdividend @loneelmcapital @kingdomcapadv $NLOP haunts me had the wp carey spin on my cal and still missed it. @david_katunaric had an awesome $VNO post the other day too. Still camping. Getting bullish domestic coal but what if nat gas stays cheap and plants do coal - gas conversions to collect capacity pmts"  
[X Link](https://x.com/nim_chef/status/1839822458427253031)  2024-09-28T00:20Z [---] followers, [---] engagements


"@valuedrift $CMP owns the only competitor and not up materially either (granted smaller % of wholeco contribution)"  
[X Link](https://x.com/nim_chef/status/1877379460573303050)  2025-01-09T15:38Z [---] followers, [---] engagements


"@david_katunaric @ragingbullcap Whats your evaluation of Decibels competitive positioning vs. $OGI and $CRON I think theres a chance that is the best management team at capital allocation in the space - per youtube presentations"  
[X Link](https://x.com/nim_chef/status/1901992580000125045)  2025-03-18T13:42Z [---] followers, [---] engagements


"@OnodaCapital Do you think $CRWV has [--] terminal value bc of an untenable capital structure or bc there is no asset value Liquidity is a huge problem and leverage - path dependency @SemiAnalysis_ surprised me how high they rated it from a value prop/competitive positioning perspective"  
[X Link](https://x.com/nim_chef/status/1906447777422352839)  2025-03-30T20:45Z [---] followers, [---] engagements


"Red Lobster Hooters :( $JACK $BLMN bonds getting widerhow tf does $DRI trade at 13.6x 25E EBITDA $2.2bn debt covered by $23.3bn equity mkt value Only 4% short interest What am i missing gents these guys operate Olive Garden not like were talking abt Le Benardin"  
[X Link](https://x.com/nim_chef/status/1915473320897663361)  2025-04-24T18:30Z [---] followers, [---] engagements


"Equity markets are overpriced (Paul Singers recent interview where he infamously said hes not having fun articulates this quite well). The median home price / median HH income is 5x vs historical ratio of 3x The US is on the precipice of feeling the inventory constraints"  
[X Link](https://x.com/nim_chef/status/1919547857641541721)  2025-05-06T00:20Z [---] followers, [--] engagements


"Driven by tariff impacts (end of May / early Jun) Global capital is fleeing the US box with the recent example of Taiwanese insurers with USD assets and Taiwanese dollar liabilities getting rag-dolled on the currency move Buffett is old and misses Charlie terribly and"  
[X Link](https://x.com/nim_chef/status/1919547859612881074)  2025-05-06T00:20Z [---] followers, [--] engagements


"@kingdomcapadv In your 2q letter you have $NLOP at a 20% cap rate post-asset sales. Getting to a pre-asset sale cap rate Im using [---] non recourse mtg + [--] NCI - [--] cash = [---] net debt + [---] mkt cap = [---] tev. $79mm pro rata NOI gets to a 13% cap rate Asset sales at super tight cap rates"  
[X Link](https://x.com/nim_chef/status/1952816610172948877)  2025-08-05T19:38Z [---] followers, [---] engagements


"Where transmission is a bottleneck and transmission right of way is a fucking bitch. The silver tsunami of skilled trades specifically electricians but also others is tightening labor availability and likely to put upward pressure on wages if demand persists"  
[X Link](https://x.com/nim_chef/status/1952908224950354382)  2025-08-06T01:42Z [---] followers, [--] engagements


"Immigration policy is just getting underway and you are already seeing the impact in pockets like homebuilding contractors with $CSL noting it sees full employment in its recent earnings call"  
[X Link](https://x.com/nim_chef/status/1952908227299148241)  2025-08-06T01:42Z [---] followers, [--] engagements


"@automarketplc @8f4ytdx6m4 @OddDiligence Gents - do you know who the sellers are and why they are selling $MGTE is attractive on asset valuemy concern is Marblegate structured this in a way they can disadvantage minority shareholders"  
[X Link](https://x.com/nim_chef/status/1960167881054032240)  2025-08-26T02:30Z [---] followers, [---] engagements


"@8f4ytdx6m4 @Crawdad_Capital @automarketplc @OddDiligence If the city has a vested interest in keeping the medallion system (tax revenues) and medallions are the existing political system designed to control the supply side youd think odds are good that the medallion system stays in place post-AV Waymo risk"  
[X Link](https://x.com/nim_chef/status/1960293474512638243)  2025-08-26T10:49Z [---] followers, [---] engagements


"@automarketplc @8f4ytdx6m4 @Crawdad_Capital @OddDiligence Is the TLC the key agency to focus on you think Will figure out how it is funded and how people in charge are elected/who they owe favors to and what impact Mamdani entering the system would have"  
[X Link](https://x.com/nim_chef/status/1960312048836833539)  2025-08-26T12:03Z [---] followers, [--] engagements


"@CedarStResearch There was a VIC short pitch on $ATLC calling out the reduction in loss reserve (higher fair value as % UPB) - that trend has continued. Also lower fico borrowers in a tough spot w inflation student loan repayments etc. Px now 2x book. Anything there youd disagree w"  
[X Link](https://x.com/nim_chef/status/1964852288046125479)  2025-09-08T00:44Z [---] followers, [--] engagements


"@automarketplc @JoeRetail2 @8f4ytdx6m4 @Crawdad_Capital @OddDiligence Looking at these Medallion Transfer Reports on TLC website & disclosure in the [--] 10-K market value of medallions doesnt look nearly as high as the recent sale prices disclosed in the 10-Q. Possible $MGTE is playing games and marking at values propped up by seller financing"  
[X Link](https://x.com/nim_chef/status/1965872525851931033)  2025-09-10T20:18Z [---] followers, [---] engagements


"@valuedontlie Maybe the difference between legacy Danaher and spinco $FTV was Danaher had the Rales brothers who were supposed to be top echelon capital allocators vs. whoever was allocating at $FTV doing this @InvestLikeBest pod w Mitch Rales was amazing"  
[X Link](https://x.com/nim_chef/status/1967856685713854632)  2025-09-16T07:42Z [---] followers, [--] engagements


"@valuedrift What about $PDD That platform model has the potential to disrupt all of these Western specialty distribution businesses value guys love to circlejerk to. Remember listening to @AcquiredFM pod on $PDD and thinking short $POOL"  
[X Link](https://x.com/nim_chef/status/1969040639426711920)  2025-09-19T14:07Z [---] followers, [---] engagements


"@BerkelKip Another good one was debt financing was behind fiber capex but retained earnings from hyperscalers was behind data center capex. That is evolving into not being as true now though"  
[X Link](https://x.com/nim_chef/status/1969365862873170391)  2025-09-20T11:39Z [---] followers, [--] engagements


"@Kacper_PK_CH Any shot for $EAF"  
[X Link](https://x.com/nim_chef/status/1972589939964731566)  2025-09-29T09:11Z [---] followers, [---] engagements


"@valuedrift A lot of the major players are national champions (NVDA ASML Samsung TSMC). This time might be different - defaults are backstopped by govt bailouts - inflation is the real govt credit default"  
[X Link](https://x.com/nim_chef/status/1974927430151512187)  2025-10-05T19:59Z [---] followers, [--] engagements


"@jszhang0912 Think the most elegant solution is to find likely fraudulent Chinese ADRs and run net neutral. Topical in light of Trumps reaction to China restricting access to rare earth etc"  
[X Link](https://x.com/nim_chef/status/1976714891341054027)  2025-10-10T18:22Z [---] followers, [---] engagements


"Too much attention on the Fed. Not enough attention on China ⚡Whats unfolding inside the PLA is a preemptive decapitation of the military hierarchy by Xi Jinping driven by fear internal fracture and existential paranoia at the top of the Chinese state. Lets break it: [--]. The scale: this is not routine. Its surgical regime ⚡Whats unfolding inside the PLA is a preemptive decapitation of the military hierarchy by Xi Jinping driven by fear internal fracture and existential paranoia at the top of the Chinese state. Lets break it: [--]. The scale: this is not routine. Its surgical regime"  
[X Link](https://x.com/nim_chef/status/1979551647027405077)  2025-10-18T14:14Z [---] followers, [--] engagements


"@david_katunaric @ragingbullcap @Manateeres i am curious if in your Aphria short report research you ever found Shawn Dym (current chairman of the $DB Board) to have been involved in/profited from the schemes or truly an independent BoD member during his short tenure there"  
[X Link](https://x.com/nim_chef/status/1980079746865377428)  2025-10-20T01:12Z [---] followers, [--] engagements


"@victaurs Long $FNCNA at 1x book / short $ZION at 1.1x book First Citizens is a mf beast and Zions risk committee is sleepy Joe"  
[X Link](https://x.com/nim_chef/status/1980246710774640756)  2025-10-20T12:16Z [---] followers, [--] engagements


"@ACapitalLP Also plenty upside torque if you mark-to-market the existing $CRWV leases that are below-market rate because $CRWV is putting in CapEx"  
[X Link](https://x.com/nim_chef/status/1980643716437320079)  2025-10-21T14:33Z [---] followers, [---] engagements


"@bedouincap Solving PnL based comp with a mock portfolio updated weekly is a great idea - solves position sizing delta b/w PM and analyst Thought he was understudied on China and it will end up hurting his Siemens Energy long"  
[X Link](https://x.com/nim_chef/status/1981897845037801794)  2025-10-25T01:37Z [---] followers, [---] engagements


"@dunne_insights Do you think Geely buys Lotus like they just bought Zeekr as part of its consolidation strategy"  
[X Link](https://x.com/nim_chef/status/1982194269679923676)  2025-10-25T21:15Z [---] followers, [--] engagements


"@dictionaryhill @GeelyGroup Just learning the consolidation story. @GeelyGroup bought Zeekr you think it buys $LOT OR $PSNY"  
[X Link](https://x.com/nim_chef/status/1982196010936865200)  2025-10-25T21:22Z [---] followers, [---] engagements


"@jszhang0912 @jszhang0912 $EDU is too attractive a long to ignore. I think hedging out the risk via shorting $LOT at $1.90/shr works (if sizing is small due to limited daily volume of $LOT shares) - Geely is securing valuable assets with recent financings so privatization risk is muted"  
[X Link](https://x.com/nim_chef/status/1982610305806159927)  2025-10-27T00:48Z [---] followers, [---] engagements


"@david_katunaric @joekraymond Would love to hear what @joekraymond considers his investable universe. Just USA RoW How illiquid does he go (expert market) Does he have upper bounds that he considers too competitive ($10bn+ mkt cap) Any industries he prioritizes or deprioritizes Any credit securities"  
[X Link](https://x.com/nim_chef/status/1982850982460686486)  2025-10-27T16:44Z [---] followers, [---] engagements


"@secretlyaninja I did a similar analysis and like long $GSBD / short $ARCC"  
[X Link](https://x.com/nim_chef/status/1982969652289646937)  2025-10-28T00:36Z [---] followers, [---] engagements


"Is there a more perfect way to bet on US/China decoupling than long dated $AAPL puts - Asian hardware supply chain - American consumer good - cascading pricing unwind if global capital gets skittish re: S&P [---] Maybe long China info tech via HK shares"  
[X Link](https://x.com/nim_chef/status/1985168287118868867)  2025-11-03T02:12Z [---] followers, [--] engagements


"Sprinkling Maduro out YE25 on Kalshi https://x.com/javierblas/status/1985990341946687654s=46 COLUMN: Donald Trump is eyeing an oil prize in Venezuela. If the White House engineers regime change in Caracas the nation could become a major source of incremental oil supply in 2030-2040. Venezuela has the world's largest oil reserves. @Opinion https://t.co/cy8Ap8RtYu https://x.com/javierblas/status/1985990341946687654s=46 COLUMN: Donald Trump is eyeing an oil prize in Venezuela. If the White House engineers regime change in Caracas the nation could become a major source of incremental oil supply"  
[X Link](https://x.com/nim_chef/status/1986013734586785931)  2025-11-05T10:12Z [---] followers, [--] engagements


"The internet and mobile changed mentorship. Post you have access to print media archives audiobooks online forums podcasts etc. Recently listened to interviews of Ken Griffin Steve Mandel Jared Kushner. $BRK shareholder mtg on $AAPL podcasts. How lucky are we"  
[X Link](https://x.com/nim_chef/status/1988895746641342705)  2025-11-13T09:04Z [---] followers, [---] engagements


"@thehydrogenbull Do you have any data on the actual uptime flexibility and useful life of $BE products Mgmt is claiming 3-5 9s uptime load following capability = regular grid and long useful lives @HindenburgRes had a short report yrs ago claiming uptime was poor and useful life short"  
[X Link](https://x.com/nim_chef/status/1992432469136805991)  2025-11-23T03:18Z [---] followers, [--] engagements


"@thehydrogenbull @HindenburgRes There was also a great paper (will link u it when i find it) that laid out the electrical engineering reqs for load following GPU cloud DCs (tldr extremely volatile / difficult) and as energy density increases imagine that gets harder. Super impressive if $BE works"  
[X Link](https://x.com/nim_chef/status/1992442539803300100)  2025-11-23T03:58Z [---] followers, [--] engagements


"@jevgenijs @PopularFintech @PatchesAKF do you think $NEXI pricing is so bombed out that it is over-pricing competitive advantage erosion I think back to @brettgardner_10 book when Buffett was buying H&K at cheap EBIT yield but competitive positioning was worsening and it didnt work out"  
[X Link](https://x.com/nim_chef/status/2003598452429848680)  2025-12-23T22:47Z [---] followers, [--] engagements


"@ContrarianCurse How do you think abt the demand yank on scarce REEs like scandium from $BEs capacity ramp especially if other applications like military/A&D are competing for supply (from China)"  
[X Link](https://x.com/nim_chef/status/2009041965099163875)  2026-01-07T23:18Z [---] followers, [---] engagements


"Pull resources from Europe so it picks up the tab on defense De-prioritize Middle East vs. last [--] years and accept their culture Maybe trade energy for critical minerals in Africa (playing catch up to China here)"  
[X Link](https://x.com/nim_chef/status/2012193236811760020)  2026-01-16T16:00Z [---] followers, [--] engagements


"First derivative pricing: long LatAm (t+5 ensconced in US security blanket) short South Korea and Japan (falling out of US security blanket) long anything to do with US naval assets"  
[X Link](https://x.com/nim_chef/status/2012193239256969350)  2026-01-16T16:00Z [---] followers, [--] engagements


"@yungmetronome @lhamtil If SNAP cuts actually happen and flow through could that be a negative catalyst Ramping on the grocery business model so unsure of the magnitude but if an increase was enough to impact PCE significantly the inverse may be true"  
[X Link](https://x.com/nim_chef/status/2013915638914273598)  2026-01-21T10:04Z [---] followers, [--] engagements


"@PauloMacro I see this i think $NRG [--] mo puts slightly OTM"  
[X Link](https://x.com/nim_chef/status/2013993370931060999)  2026-01-21T15:13Z [---] followers, [---] engagements


"@ACapitalLP have you looked at $RAL The assets operational excellence secular backdrop look excellent upside/downside The major downside is capital allocation strategy makes no sense/sounds procyclical. And CEO is talking up team quality but hired ex Wolfspeed CFO"  
[X Link](https://x.com/nim_chef/status/1967367094028447759)  2025-09-14T23:17Z [---] followers, [---] engagements


"@John_Hempton $ATLC has been synthetically printing earnings by reducing loss reserves has no cushion and is now trying to grow to obscure unit economics. Lending to the bottom of K shaped economy and SPVs are funded by RCFsreminds me a lot of $CURO (rip)"  
[X Link](https://x.com/nim_chef/status/1979172630209917356)  2025-10-17T13:08Z [---] followers, [--] engagements


"@TMTLongShort @DragulaCapital I think the best priced value capture here is $RAL. T&M division has the customer base and tech Sensors division is consensus slow growth/cash cow. Mult lower than peers due to $FTV spin (dislocated holder base). Qualitrol biz might cover TEV by itself"  
[X Link](https://x.com/nim_chef/status/1983510612748431774)  2025-10-29T12:25Z [---] followers, [---] engagements


"$RAL products are used by Blue Origin. A KEY data point to watch for is if products are used by Bezoss new co Project Prometheus NYT: among the wave of companies focused on applying AI to physical tasks including robotics drug design and scientific discovery"  
[X Link](https://x.com/nim_chef/status/1990556081819615720)  2025-11-17T23:02Z [---] followers, [---] engagements


"The use case for analog precision instruments wrapped in software (what $RAL sells) is enabling GPU logic to sense the physical environment (what Bezoss new company is focused on). Really good data to confirm/deny hypothesis"  
[X Link](https://x.com/nim_chef/status/1990556084915089482)  2025-11-17T23:02Z [---] followers, [--] engagements


"@TMTLongShort Liquid expression of this is $RAL. Wrote it up at this link pls tear it apart in the comments 🙏 https://brockmreardon.substack.com/p/long-ralliant-ral-5110 https://brockmreardon.substack.com/p/long-ralliant-ral-5110"  
[X Link](https://x.com/nim_chef/status/1998763583736525100)  2025-12-10T14:35Z [---] followers, [--] engagements


"@jevgenijs @PopularFintech Your work on this is excellent thanks for putting it out there for free. What do you think the difference is in $NEXI vs. $WLN business model that explains the margin differential Maybe both are not growing in line with digital payments bc skew physical retail (not e comm)"  
[X Link](https://x.com/nim_chef/status/2002494143822770675)  2025-12-20T21:39Z [---] followers, [---] engagements


"@jevgenijs @PopularFintech Bear case for EUR incumbents $WLN $NEXI $GPN Drawing from the Marathon focus on the supply side framework - yes the cash - digital demand wave exists - but what is keeping Stripe $ADYEN $XYZ $PYPL et al from entering the physical retail continental EUR pmts mkt"  
[X Link](https://x.com/nim_chef/status/2003597489686065263)  2025-12-23T22:44Z [---] followers, [---] engagements


"@AustinCrites1 Why do you think the Ocado warehouses concept didnt play out"  
[X Link](https://x.com/nim_chef/status/2013921892252483803)  2026-01-21T10:29Z [---] followers, [--] engagements


"@vtchakarova Velina what countries do you consider true neutrals that are positioned to play all sides (US China Russia) and benefit from the continuing shift to multipolarity"  
[X Link](https://x.com/nim_chef/status/2017379909727813909)  2026-01-30T23:30Z [---] followers, [---] engagements


"Shout out banjo1055 on VIC. SLEEPER ACCOUNT fellas. Short $NFI in [--] then turns around long $NFI [--] (right both times) and some of the clearest most meticulous research I have read in a long time Industry volumes were at peak levels in what is a replacement market"  
[X Link](https://x.com/nim_chef/status/2008899309601697883)  2026-01-07T13:51Z [---] followers, [--] engagements

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