VG30

$VG If the war ends, it’s going to get delisted.

@4muel34 알빠노롱이래요

근데 30일이면 이미 세계 경제는 날라간거 아닌가요?

$VG If the war ends, does Venture Global go under? The stock price is lower now than when they won the lawsuit and reached a settlement. It feels like the company’s value is being destroyed, while only AI stocks are going up.

@StkCryptoTrd 5.12 -> 18$

#17 $VG Update – April 29, 2026 Damn great day today — smart money has been (and still is) aggressively accumulating while selling pressure exhausts. This is exactly why my final big tranche was at $11.13 as shown in my updated chart. If you analyzed the Oscillator in the above post, you would have started a position or added. Core LNG thesis unchanged and fully intact. Discipline over hope. Live skin-in-the-game as always. We prosper together. Not financial advice • DYOR always #VG #LNG #Energy #VentureGlobal

My Live Stock Trade Journal – Official Baseline 2026 Real Capital. Full Transparency. Exact Entries + Live Returns. Updated Daily. 20+ years of skin in the game. These are my actual stock positions with my own money — exact entries, cost basis, current price, % return, charts, and reasoning shown without fluff. Important note: I am constantly trimming huge winning positions on strength to keep position sizing balanced and never let any single name become an oversized portion of the portfolio. $TSLA and $NVDA are in my never sell Long-term portfolio. This pinned thread is the permanent master timeline. All future updates will be clean numbered replies to this thread only. Core Long-Term Holds (Opened 2017 – My Most Famous Trades) #LT1 $TSLA – Opened 2017 One of my most famous trades ever. Full-stack AI, autonomy, robotics, energy. Current price $371.75 | Over 100x return — letting the winner run with full conviction (regular trims taken on strength). #LT2 $NVDA – Opened 2017 My other most famous trade. AI infrastructure king. Current price $172.85 | Over 100x return — fully positioned and compounding (regular trims taken). Major Positions Opened 2025 – Still Open & Active in 2026 #1 $TER – Robotics / Semiconductor Test (Bought Nov 26, 2025 at $168.50) Current price $296.46 | +76.0% return — strong gains carried into 2026 (regular trims taken). #2 $LITE – Optical Networking / AI (Position built throughout 2025) True outlier on volume + AI-system confirmation. Cost basis $122.05 Current price $702.15 | +475% return — blowing past every target (regular trims taken on strength). #3 $MU – AI Memory Leader (Position built 2025) Entered at $186.25 + added more at $201. Blended cost basis $192.80 Current price $337.80 | +75.2% return — still positioned with regular trims on strength. #4 $MRVL – AI Semiconductor / Infrastructure (Position built 2025, added ~$99 in March 2026) Current price $99.05 | +100%+ return — core AI stack holding (regular trims taken). #5 $VRT – Data Center Cooling / AI Power (Position built 2025) Current price $251.40 | +142% return — high conviction name (regular trims taken). #6 $RKLB – Space / Defense Tech (Position built 2025) Cost basis low $40s Current price $63.85 | +55% return — long-term compounder. #7 $PL – Planet Labs (Position built 2025) Cost basis $18.18 Current price $27.95 | +53.7% return — trimmed significantly when it reached 1x return (doubled) to manage position size. Still holding the remaining core position. #8 $PLTR – AI Software / Data Platform (Position built 2025, added at $34.10 + $149.57 in March 2026) One of my largest and highest conviction long-term AI plays. Blended cost basis low 30’s Current price $146.20 | +329% return — still fully positioned (regular trims taken). #9 $STX – Storage / AI Infrastructure (Position built 2025) Current price $387.60 | +100%+ return (regular trims taken). #10 $MSFT – AI + Cloud Leader (Position built 2025) Current price $368.35 | +100%+ return — core holding (regular trims taken). #11 $COHR – Optics / AI Hardware (Position built 2025) Cost basis $160.38 Current price $238.15 | +48.5% return (regular trims taken). Recent 2026 Positions #12 $OBDC – Private Credit / BDC (60,000+ shares) Bought March 26 at $11.20 → added March 30 dip → current cost basis $11.14• 27% discount to $14.81 NAV • 13.7% dividend yield • Base case ~30% total return by 12/31/2026 (60% prob) Current price $11.03 | -1.0% from cost basis — fear = opportunity. #13 $SOC – Oil & Gas (Bought March 18, 2026 at $17.20 pre-market) Strong AH move on Chevron Santa Ynez restart. Roth PT $24. Current price $16.56 | -3.7% from entry — still fully positioned. #14 $CE – Short-term Swing Rotation (Entered March 29, 2026) Rotated drone profits into this name. Current price $66.10 — broke above entry with conviction. On track for 15-25% move. #15 $GEVO – Biofuel / Renewable Energy (Position built March 2026) Bought at $2.34 + added at $2.38. Blended cost basis $2.36 Current price $2.73 | +15.7% return — still fully positioned (winning trade). My Trading Rules (Forged Over 20+ Years) Let big winners run with real size while constantly trimming on strength to manage position sizing Cut losers fast, no hope Discipline over hope. Always. Only add fresh capital when my system and setup line up perfectly New updates, adds, exits, charts, and live return math will be posted exclusively as numbered replies to this master thread. Bookmark + turn on notifications if you want to follow my actual book in real time. Discipline over hope. We prosper together. 🚀 Not financial advice • DYOR always • Serious stock traders welcome

@Kross_Roads @DOXboki It feels absurd that the stock dropped from $18 to $12 just because of expectations of a ceasefire. Even after winning against Repsol, reaching a settlement with Edison, and continuing to secure additional SPAs, how is it trading below $12.46—the price before the loss to BP?

$VG Even if we get a completely open Hormuz, the damage to LNG supply will keep the spread between TTF and the US market elevated (which is now at winter storm breakout levels) for some time. No LNG tanker has exited Hormuz since February. The Ras Laffan field in Qatar, which furnishes 25% if the world's LNG remains offline, and will take a month to resume full capacity. 15% of that has effectively been destroyed, requiring repairs that may last 5 years per Qatar (and reducing the "glut" narrative). The supply/demand equilibrium has been tight, with some prior to Hormuz saying the demand in '25 already had outstripped supply. This is a Goldilocks zone for VG here. They'll benefit from the wide spread most of the year even while prices are not so extreme as to damage future demand.

@Kross_Roads I hope it reaches $20 within this year.

$VG and $LNG are still humming along, but even if Qatar started reopening their LNG facilities today, we're short on the year. The storms and colder winter in the EU didn't help. The drop, in other words, is not due to demand falling. Quite the contrary, to the benefit of those who can sell the most at the spot market this year: Venture Global.

Venture Global was honored to host House Majority Leader @SteveScalise, Members from the U.S. House of Representatives, and @ENERGY officials at our Plaquemines facility to tour the site, speak with employees, and see the Venture Cameron LNG vessel about to depart for Poland!

@TopherGotWifi To 20$

The $VG era is upon us. As Topher stated in late 2025. This is going to be one of the best performing stocks in 2026. Imagine that the balance sheet is going to see quite an improvement given the landscape of the world this quarter/year so far. Let’s. Gooooooooo.

$VG LNG Export Update: On April 9, 2026, Venture Global, Inc. reported that for the quarter ending March 31, 2026, they exported 480.8 TBtu of LNG, earning an average liquefaction fee of $3.82 per MMBtu across 130 cargos. Revenue will be fully detailed in their upcoming quarterly earnings report, but this disclosure highlights key performance metrics for the quarter. stockinsights.ai/us/VG/8-K/expa…

1. US could replace about 1-2M of those barrels at $85+ and can ramp up the fastest. 2. Venezuela could hit at another 1-2M barrels in about 2.5 to 3 years if the US companies can get guarantees from the US Gov. 3. There was already about 2.5M barrel glut going into this year. 4. Rerouting to an Yanbu Expansion and other alternatives could eventually increase volume. Thats about 3-5 years. 5. Demand destruction and electrification could knock down demand by about 1M barrels from future projections. China I think oil can be balanced at $85-100 barrel long term under the right circumstances. Oil at sub $65/barrel limited E&P budgets but if oil were to sustain at above $85/barrel for a prolonged period of time, then more plays would become profitable.

I'm excited to launch LNGResearch.com, a free site where you can model the impact of the crisis in Qatar on US LNG producers. The models use data from the latest SEC and FERC filings for each company, with the LNG forward curve built in and updated daily. @ira_joseph @SStapczynski @DustinsDollars @gomatsuo @RealMattMoney @KrisPatel99 @Venture_Global @Cheniere @Rory_Johnston @Ethan_0502

@VGDeepDive This year, let’s fxxking go 20$

It really makes you wonder if Mike Sabel had a crystal ball, with $VG building out its shipping fleet.

$VG Some of the main reasons why Venture Global could be a major beneficiary of the current situation in Iran and the US with the strait of Hormuz: #1. Short term Oil and Nat gas that goes to Europe would be impacted and thus oil prices would rise in the US. #2. The higher the oil prices, the more likely it is that we see increased drilling to take advantage of the higher oil prices in the Permian basin. This additional drilling also means that that more Nat Gas byproduct is also produced. The additional Nat Gas byproduct production actually decreases US Nat Gas prices at Henry Hub while simultaneously making TTF rise from lack of supply from the North Field in Qatar. #3. While most of the other shippers are locked in via long term contracts, Venture Globals Plaquemines project is still shipping spot. This means they can sell at market prices. (Short Term benefit) #4. Even if the situation is resolved, it seems likely that VG will be able to sign deals that are more favorable because of the lack of supply and war risk. (Long Term benefit) #5. Venture Global should get a premium valuation because of all the supply they already have under construction and likely to be delivered in the next few years.

@TopherGotWifi Go to 20$

$VG Happy earnings eve!!! Fat margins, a widening spread, a scarce commodity, and global energy concerns are a recipe for a great day tomorrow! It is time for the next leg up to commence. So long $9’s. Hello $10-11-12 this quarter. A great play for the next couple of years.

Venture Global and Hanwha Aerospace announced the execution of a new Sales and Purchase Agreement for 1.5 MTPA of U.S. LNG from Venture Global for 20 years. This agreement brings Venture Global’s long-term contracted portfolio to over 46 MTPA, and is the company's first SPA with a Korean entity. businesswire.com/news/home/2026…

@King_Gamja_ Good chart

$VG breaking out...🔥

Artificial Intelligence will become the single biggest driver of energy demand in history. AI data centers are already straining US power grids and demanding more water for cooling than many cities. AI is forcing a return to reality regarding energy. This means the technology that will define our era demands raw, reliable baseload power. You cannot run a global AI network on intermittent wind and solar. This phenomenon is forcing even the most progressive tech giants to invest in nuclear and gas, breaking the net zero spell by sheer necessity. For 40 years many western countries have been devolving and decommissioning serious industrial manufacturing. But the climate disaster didn't eventuate. The sudden rapid expansion of AI-driven supercomputers - this expanding data centres into city wide intelligence networks - is expected to double global data center electricity consumption by 2030 on a scale comparable to the current energy use of entire nations, like Japan. Clusters of linked artificial intelligence supercomputers are already being built across the US. Futurist Ray Kurzweil and others already maintain that by 2045, AI will achieve a 'singularity,' surpassing human intelligence and gaining the capacity for self-evolution and exponential improvement. Could this be the next step for intelligent life on Earth?

@AkiraOrderFlow Go to 20$

$VG this is an interesting name - no signal yet. Waiting for a breakout of this downtrend.