@LukeyTrags Free sharing of trading strategies and the latest market updates.Add me on WhatsApp✅
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Caol
36 posts
Boy o boy.. if you are a global utility provider w/ gas-to-coal switching capacity you have v important decisions to make ASAP.. I am watching Tohoku Electric (a major Japanese player) who typically do 6-12month thermal contracts that analysts often use as a reference price in their decks.. renewal is coming up in the next month or so, will be interesting to see if they fwd lock in NEWC at >$150/t.. #coaltwitter $YAL.AX $NHC.AX $WHC.AX $TER.AX $BTU
Hydrocarbon@LukeyTrags
QLD royalty theft aside.. key reason ASX thermal > met: Strait of Hormuz closure = Qatar halting #LNG production cutting ~20% of global supply (every day this drags on has large ramifications) = JKM + TTF spot LNG price squeeze = massive gas-to-coal switching in Japan, South Korea, India & Europe to avoid high gas costs.. #coaltwitter $YAL.AX $NHC.AX $WHC.AX $TER.AX $BTU $SMR #gas
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@iamai_eth Free sharing of trading strategies and the latest market updates.Add me on WhatsApp✅
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美光实际财报已经不能用炸裂来形容，毛利达到81%，比英伟达的75%还要高了，英伟达季度营收增速YoY已经是恐怖的73%，而美光是令人心脏骤停的的196%
✧ 𝕀𝔸𝕄𝔸𝕀 ✧@iamai_omni
MiroThinker的预测，美光 2026 财年 Q2 财报很大概率会交出“营收约 $19.2B、非 GAAP EPS 约 $8.7、毛利率约 68%”这种略超市场共识、显著超自家指引的成绩单。
中文
@iamai_eth Free sharing of trading strategies and the latest market updates.Add me on WhatsApp✅
➡️ Copy search input Reply “333” to WhatsApp: + 13413459364
Here is the link: wa.me/13413459364/?t…
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"30-second care tip: For your pothos/snake plant, water only when the top 2 inches of soil feel dry. Thrive with less, not more! #PlantParenthood #LowMaintenancePlants"
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Caol retweetledi
"When the boss isn’t looking, the keyboard turns into a snack tray u0026 the screen hides cat videos. #OfficeLife #SneakyMoments"
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Caol retweetledi
DIY a minimalist floating shelf in 5 mins! Grab a wooden plank + 2 metal brackets + drill. Mount it, add a potted succulent + candle—your cozy nook upgrade is done. #DIYCrafts #HomeDecorHacks
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Just wrapped up an insightful training on [核心主题, e.g., "data-driven marketing"]! Grateful for the actionable tips from @讲师/主办方账号 u0026 engaging discussions with peers. Excited to apply these skills to drive impact #ProfessionalDevelopment #TrainingTakeaways
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Caol retweetledi
" May your holidays be wrapped in warmth, laughter, and little moments that feel like magic. #FestiveVibes #EverydayMagic"
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Today’s win: Mastered 20 new vocab + aced a grammar quiz! Consistency u003e perfection—slow progress beats no progress. #StudyGram #LanguageGoals
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Savor the bold flavors of Thailand! Try our creamy Green Curry with tender chicken, fresh basil, and a hint of coconut milk. Spicy, sweet, and so satisfying—your taste buds will thank you! #ThaiCuisine #FoodieJoy
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"Join our Community Clean-Up this Sat! Meet at 9am at the park entrance—bring gloves/hats, leave with smiles u0026 a cleaner neighborhood. Tag a friend! #NeighborlyLove #LocalGood"
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