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@TradingWarz Me

BREAKING $GOOG 536% on LEAPS Team I AM SHAKING RIGHT NOW this is how you GROW a small account NOT 0 DTE! I refuse to charge you a 5 dolla subscriptions I will continue to share ALL HERE ON X NO CHARGE All i ask is drop a 👍and comment "ME" for my FULL LEAPS COURSE!

@TheMoneyApe How have airline stocks performed offer that last months

🚨 QATAR BIG STATEMENT ON IRAN🚨 QATAR’S FOREIGN MINISTRY SPOKESPERSON MAJED AL-ANSARI: “IRAN HAS BEEN HERE FOR MILLENNIA. NO ONE IS GOING ANYWHERE.” WE WILL REMAIN NEIGHBORS, WHETHER WE LIKE IT OR NOT & NO COUNTRY WILL DISAPPEAR BY FORCE OR WISH. QATAR LOST BIG… Show more

@Swedish_uranium @grok what’s Market cap off each company?

Here are my top picks in #uranium, #silver, #copper and #fluorspar, updated with recent news and their performance YTD. (Disclosure: I have a commercial relationship with $M.CN, $SYH, $CTV.V and $NOBL.V. Please do your own DD.) Cameco Corporation $CCJ (+35,18% YTD) Cameco is not just a uranium miner – it is a core pillar of the nuclear fuel ecosystem. The company supplies uranium from major mines (e.g., Cigar Lake, McArthur River) and operates refining and conversion operations that feed the global nuclear fuel cycle. What makes Cameco especially strategic is its ownership stake in Westinghouse Electric Company – a leading designer and supplier of nuclear reactors, fuel assemblies, and critical plant services. This gives Cameco exposure downstream in the nuclear supply chain, beyond raw uranium. With nuclear power gaining traction for energy security, decarbonization, and stable baseload electricity, Cameco stands to benefit on multiple fronts – from fuel mining to reactor support. Energy Fuels $UUUU (+75.45% YTD) Currently mining at ~2.0 Mlbs/year. White Mesa produced >1.0 Mlb U₃O₈ in 2025, including 350,000 lbs in December alone (annualized ~4.2 Mlbs). In the second half of 2026, the company pivots to rare earths (significant strategic upside), before returning focus to uranium in 2027. Execution has been excellent. This week, Energy Fuels’ bankable feasibility study confirmed ~$410M CAPEX, first-quartile global costs, and ~$311M annual EBITDA from its Phase 2 White Mesa rare earth expansion. Combined with Vara Mada, EBITDA rises to ~$765M, positioning the company as a strategic U.S. rare earth champion. Denison Mines $DNN (+46.7% YTD) Phoenix ISR is construction-ready, pending final federal approval. Final investment decision (FID) is targeted for Q1 2026, with first production expected in mid-2028. This is one of the very few new uranium mines expected this decade, featuring exceptional economics and massive leverage to higher uranium prices. Encore Energy $EU (+38.23% YTD) The largest ISR producer in the U.S., and the only U.S. uranium company with multiple operational Central Processing Plants in South Texas. Historically tends to move sharply when uranium ETF inflows return. Anfield Energy $AEC (+71.88% YTD) Owns one of only three uranium mills in the U.S. and is advancing mine restarts. It wasimpacted by URNM-related selling pressure, but fundamentals remained intact. Not surprised to see the share price back at higher levels, butI stillsee significant upside from current levels. IsoEnergy $ISO (+31.79% YTD) Owner of the highest-grade uranium deposit globally (Hurricane), combined with meaningful U.S. production potential and a strong international portfolio. Holding several permitted and past-producing uranium and vanadium mines in Utah with a toll milling agreement in place with Energy Fuels (rapid restart possible, no own mill needed). A rare blend of asset quality and leverage. Skyharbour Resources $SYH (+43.9% YTD) Recently completed a transformational transaction with Denison, forming four joint ventures at Russell Lake in the heart of the Athabasca Basin, with up to C$61.5M in total project consideration. Drilling adjacent to Denison’s flagship project, where Skyharbour has already intersected uranium grades up to 3%, plus the Moore Project with >20% U₃O₈. Heavy news flow expected through 2026. Myriad Uranium $M.CN (+57.14% YTD) A unique U.S. uranium exploration story. The best jurisdiction right now is the U.S., and the best state is Wyoming. The company is working with ~2,000 historic drill holes in a district with an estimated ~655 Mlbs uranium endowment. Upcoming drilling combines AI-driven targeting with deeper exploration. This isone of the most exciting setups for winter/spring, in my view. Rush Rare Metals $RSH.V (+75.0% YTD) A merger with Rush Myriad will consolidate the Copper Mountain project under one owner and attract more investors. Looking at the conditions of the LOI, owning Rush right now may also give you some arbitrage, and also the Boxi property as a bonus (a very interesting project (cut samples taken along dyke have returned multiple high grade results for niobium and uranium, including a high of 26.9% Nb205, and 11.9% U308). Noble Plains Uranium $NOBL.V (+9.38% YTD) Continues to deliver at Duck Creek, Wyoming. Recent drill results confirm strong grade and thickness continuity across a growing 1.5 km strike. With 80% hit rate and grades outperforming the NI 43-101 exploration target, and a clear path to a compliant resource in 2026, Duck Creek is shaping up as a scalable, low-risk ISR-style uranium system – exactly what a tightening uranium market will reward. The strongest result of the drill program to date was returned from hole 25-21-096, which intersected 35.5 feet of 0.202% eU₃O₈, including a high-grade core of 4.0 feet at 0.501% eU₃O₈. That is a standout intercept for a Wyoming roll-front system with a grade-thickness (GT) of 7.17, ~36x the industry-standard cutoff. Additionally, the last 10 holes of the program will add excitement. For the first time, Noble Plains will drill to ~1,200 ft to test the Fort Union, where neighbouring projects host the majority of their compliant resources. CleanTech Vanadium Mining Corp. $CTV.V (+107.69% YTD) Provides exposure to #fluorspar, the primary source of fluorine — a critical input for aluminum, steel, lithium-ion batteries, semiconductors, refrigerants, and nuclear fuel processing. Supply is dominated by China. Demand is rising due to EVs, electrification, and advanced manufacturing, while few new projects and slow permitting constrain Western supply. Without fluorspar, modern industry grinds to a halt. $CTV.V has elephant-scale fluorspar properties in the Kentucky–Illinois district. First Majestic Silver $AG (+52.05% YTD) A silver producer with multiple operating mines in Mexico and a clear mission to grow production and shareholder value. Strategic acquisitions such as Cerro Los Gatos are boosting output, revenues, and free cash flow. With strengthening silver fundamentals and production growth underway, First Majestic is positioned to outperform the broader silver sector. Hecla Mining $HL (+65.76% YTD) The largest silver producer in the U.S. and Canada, with dominant positions in major silver districts and strong production from assets like Greens Creek and Keno Hill. The company has leveraged upside to rising silver prices, has demonstrated record revenue and margin improvements, and sits well-positioned to benefit from a continued silver upcycle. Pan American Silver $PAAS (+24.14% YTD) One of the world’s largest and most diversified silver producers, with operations across the Americas. Enhanced its reserve base through acquisitions such as MAG Silver. Strong production, rising cash flow, and a proven execution track record make PAAS a core vehicle for higher silver prices. Copper Giant Resources $CGNT (+38.78% YTD) Advancing one of the largest undeveloped copper-molybdenum porphyry systems in the Americas at the Mocoa project in Colombia. With a substantial existing resource and clear potential for expansion through drilling, the company offers leveraged exposure to copper — the backbone metal of electrification, clean energy, and infrastructure. As copper demand rises structurally, district-scale assets like Mocoa could unlock significant long-term value.

@PeterSchiff Aussie Gold miners earnings are this week - check out $ALK earnings (small Aussies producer) extra 50m last quarter - stock jumped 12% on Friday after release. Probably a good indicator for USA earnings

Gold and silver mining stocks continue to react to intraday moves in precious-metals prices, despite those fluctuations being irrelevant to current valuations or future profits. Investors overlook that these stocks are ridiculously cheap even at much lower precious metals prices.

@mikealfred Oh boy - Your most controversial moment on X

@mikealfred What about the wine??

@TimKotzman @OnrampBitcoin @mikealfred Can nuclear eventually disrupt $iren and $Cifr ?

Welcome back to The Bitcoin Treasuries Podcast. Powered by @OnrampBitcoin. Today's guest is @mikealfred. We discuss his take on the four year cycle, how Mike sees AI, Bitcoin and energy working together, Digital Credit, the dynamic between the Bitcoin and TradFi worlds, and much more. Here's my conversation with Mike Alfred. 0:00 - Intro 0:14 - Mike’s take on the 4 year cycle 2:13 - How Mike sees AI, Bitcoin, and Energy working together 5:53 - Who will win in the mining business? 9:21 - The importance of meeting company leadership in person 11:52 - Mike’s social media etiquette 15:06 - What is Mike thinking going into the holidays? 17:30 - Is sentiment more negative than usual? 21:05 - Digital Credit 26:12 - The dynamic between the Bitcoin and TradFi worlds

@mikealfred when does this Spaces kick off?

@vulturetrades 11 flips

@Phuketguy10x Any updates on Diamond Rok investment? This one seems sour and cant get any info

Our chainlink position in our 10-bagger Portfolio at #2portfolios.com is now up 3,200% (a 30 bagger) and surging due to links new buy back program. It's now our 18th 10-bagger call in 5 years- with 2-3 more about to materialise before Y/E 2025.

@Micro2Macr0 @ethereum @fundstrat Yeah - I don’t disagree.

@ToddToddtodd12 @ethereum @fundstrat People said the exact same thing about owning Bitcoin instead of microstrategy and how did that turn out?

.@ethereum $ETH is ready for $4,000. $BMNR $SBET @fundstrat

However, if the goal is to own underlying per share, seems like it’s better to own underlying directly rather than go through treasury. I think what we seek via LBEs is traditional stock valuation metrics (multiples etc) to lever underlying per share into higher valuation vs owning underlying direct…

@ToddToddtodd12 @ethereum @fundstrat Dilution is a gift when it's almost immediately accretive.

@AaronLiv_ It would be wild if cycles cease.

⚡️ HYPER–BULLISH THREAD: THE FINAL SYNTHETIC HALVING → $500K BTC BY DEC 31 ’25 ⚡️ (bookmark & retweet before the rocket leaves the launchpad)

@JamesFreedom77 Any updates on these Guys? Extraordinary meeting planned in August

Vanadi’s next BTC buy: what should be the magic number? ₿✨

Not true - that’s not how MC works. Most BTC are illiquid. If volume dried up, you could reach 1M on low volume. In theory, you only need 1 person to pay 1M to reach MC of 20T. So yes, you would need big capital inflow however no where near 20T - if 20T flowed in now, BTC would be at a much higher multiple than 1M

Gary its a zero sum game, for BTC to reach $1m that means $20T is going to have to come out of some other asset class, unlevered, with a velocity that is nascent, buying and just holding BTC does nothing for the network except concentrate the BTC into a very few hands. I don't see BTC acquiring 20% of total World GDP anytime soon....

STOP WHAT YOU ARE DOING AND READ THIS. THEN REREAD IT! PLEASE DO NOT CALL ME LUCKY IN 4 YEARS.

@Micro2Macr0 What about newest Spanish BTC treasury Vanadi Coffee - now up to 70 BTC - ticker is $VANA - market cap is circa 10m DYOR - these guys I believe have some hefty backing although it seems their coffee business is not great. Hence transition to BTC FYI @AdamBLiv

Treasuries are all the rage right now.

@DevotedDividend Why this over $MSTY ?

Short-term goal: 500 shares of $BTCI Only have a few so far! Anyone else own this one?

@RoaringRagnar What about Vanadi Coffee - they are at 34 BTC - want to buy 1 billion bucks worth. MC circa 10m

Today I purchased 36K shares of $MTPLF in a second account. Now holding 397K shares in total 🔥