Iw🅰️

@10009nyny As much as they won’t tell you, the consensus is incredibly long oil.

I’m about to short the fuck out of oil

@MarkNewtonCMT Don’t forget the oil glut meme that seems to be fodder for all sarcastic bulls

No, this #Crude rally shouldn't last too much longer, but today's move was a short-term positive that could lift front-mth WTI up to the mid-80's before it peaks. Growing closer to the end of this July bounce which means that some good news is around the corner which should take Crude back down towards the lows, in due time . For now, as discussed in reports, Refiners remain the best part of Energy and have made many people new-found Crack spread experts (#CrackIsWhack) $XLE

@MarioOttai549 @MarkNewtonCMT 💯

@MarkNewtonCMT Yeah Crack Spread theme has become quite mainstream I think is just a new narrative to attract retailers and make them buy what institutions are selling

@hamids I'm old enough to remember when they guided to mid-upper teens on unit cost inc launch. Patience will reveal the rationale behind the raise. I'm curious as well.

I don't get $ASTS's latest $1 Billion convertible offering, because: - As of March 31st, AST Spacemobile had over $3 Billion in CASH on its balance sheet. - Management had estimated each Bluebird satellite to cost ~$22 Million, including launch costs - Launching their 60 satellites into orbit should have a fully loaded cost of ~$1.3 Billion - Management had previously expressed that with $3.5 Billion on the balance sheet, they have more than enough cash to launch all the satellites they need, as one would expect (considering the enormous cash pile). Now they want to raise $1 Billion of debt!? Makes -0- sense. Part of their reason was to "potentially invest in or acquire launch capabilities" - this is laughable as there is nobody they could possibly acquire that could give them more reliable launches than SpaceX, Blue Origin or Rocket Lab.

@adamtaggart We are waiting for the ab pic post

11-WEEK UPDATE Just weighed in at my lowest yet Down nearly 17lbs by the scale Dexascan has me down ~20lbs The weight is coming off much more slowly now Fat % still declining, but looks like I'll be closer to 17% vs my 15% goal when this cycle ends next week. Still pretty good progress. Oh, well. I'll take a week off for vacation and then start another 12-week cycle. Plan will be to get to 15% and then start adding muscle. Hopefully I'm showing you that big progress is possible if you set yourself a goal and then remain committed & disciplined What would you like to achieve for yourself?

@Drew2theKennedy Yeah, def. Still think high possibility of additional weakness, but I think we're close to there.

@data_goats7 It was a good spot today I must say 🤪

Around $52 I started loading $ASTS to the Roth 😉

@Macroman1027 @DaveHcontrarian 😂 you used AI for this? Talk about small dick energy. You realize it probably has inaccurate information since his targets are private and/or encoded in videos right?

Here's my latest interview with Erik Smolinski @_OutlierTrading recorded 6/4/26.Good discussion about the markets but also my track record and my methodology. As always, Erik asks lots of good questions. youtube.com/watch?v=Tb6sRW…

@DragonMaxGoku I’m old enough to remember when they guided mid/upper teens per satellite.

$ASTS too much speculation on why the raise. Build+Launch cost per Satellite is going to high. Its not going to the estimated 23 to 25 million. + need to invest money in the Japan JV. + more cash on hand makes the company more stable. A requirement to win gov contracts

@fthegurus Why will boomer selling happen quick? Doesn’t make any sense from tax efficiency standpoint. Many are just taking income from dividends and doing light trading around the edges. RMDs are where most of the forced selling will come from for that cohort, imo.

The Biggest Threat to the Stock Market Isn’t What You Think 📉 • It’s not war with Iran 🇮🇷 • It’s not inflation • It’s not high oil prices • It’s not rate hikes • It’s not the AI bubble It’s the Boomer retirement wave. An entire generation that owns a massive chunk of equities starting to sell positions to fund retirement. Younger generations (Gen X, Millennials, Gen Z) simply don’t have the same volume of capital coming in to absorb all that supply. This “Great Boomer Selloff” could create sustained pressure on stock prices for years. Demographics don’t lie.

@LeoCapital_01 💯 Differentiating IP

The riskiest step for these birds isn't launch, it's getting a tennis-court-sized array to unfold in orbit. BB10 just did it clean. 8 and 9 next. This is the metal-in-orbit execution that actually matters. 🛰️ $ASTS

$ASTS less than 2 months later, the buying spot shows up!

@spacanpanman They better get very good terms.

$ASTS: AST to raising capital to pull forward launch capacity. My read is $ for more launches outside of Blue Origin. The use of proceeds language is very intriguing. AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due 2034 "AST SpaceMobile intends to use the remaining net proceeds from the Notes Offering to pursue an expanding universe of growth initiatives and secure additional access to orbit for its space-based cellular broadband network, including partnerships and/or acquisitions to further vertically integrate its business and mitigate risks associated with third-party launch providers. AST SpaceMobile currently does not have any understandings or agreements with respect to any such strategic transactions." businesswire.com/news/home/2026…

@emp_time_exe @calvinfroedge Libertarian is just code word for republican. Id be surprised if there is even 1 libertarian who has ever voted Democrat.

So called conservatives on this platform sticking up for Feds who live on your tax dollars and murder legal immigrants Most conservatives are really just racist statists They don't actually care about freedom or merit They just want their cousin to get them a state job

@Tseansc @Aemetis More like any update on the IPO process 😂

@Aemetis Any update to the GREET model manure scoring timeline?

Aemetis Chairman and CEO Eric McAfee is in Washington D.C. this week with RFA, meeting with decision-makers behind the policies crucial to our operations and to the vitality of U.S. renewables industries. Thank you, RFA, for this opportunity to make our voices heard!

@Drew2theKennedy I loaded up on $S with @KirkSpano earlier this year. The after earnings dip was a layup.

If anyone is in $S with me… I’ll be lookin to trim around $21 😉😉😉

@RealPeterLinder Still a gap at $82.5 to fill

WTI over $78😃

@fleckcap @SkiGuy1818 Sucks for you. Washington is a much more lovely place to live. Nothing more ironic than money managers and financial analysts whining that they have to pay taxes on the money they skim from others. Like you have some sort of moral high ground. Get a grip. Grift is the WH bro.

@SkiGuy1818 I moved already to las vegas. I couldn't take the insanity anymore.

@fleckcap It’s heartbreaking. Built my company here over the past 15 years after escaping the NY tax regime. Love it here. But Olympia has signaled that corps and rich people are the enemy. So In 2027 we are relocating our HQ to Tampa. Certainly you’re thinking of a move Bill?

What will happen first ? $Oil: $150 per barrel $Silver: $300/oz $Gold: $12,000/oz $Copper: $15 per pound $Platinum: $3500/oz $Palladium: $3500/oz $Uranium: $200 per pound $Cocoa: $5 per pound bitcoin:native: $150,000 $ETH: $5000

@adamtaggart @unusual_whales Solar isn’t a fuel. It’s the result of the holy grail of nuclear reactions, aka fusion. Just the reactor is millions of miles away. I know you’re an oil and nuclear bull. All I was pointing out is your political bias affects your perspective on the optimal solution.

@data_goats7 @unusual_whales As I said "all fuels" will be needed

US fossil fuel power investments are outpacing China's for the first time in decades, per FT: