RW

@SybaritePilgrim @teachthemx3 @Lafcurve The six figure administrators have to eat.

@teachthemx3 @Lafcurve I was part of a program to allow students who chose not to attend class make up time and earn a diploma. Content was up to me. My expectations were high. The administration told me I was risking their program funding (and my job) if students didn’t graduate. I took the hint.

I have a senior on my roster who hasn’t attended my class a single day this semester. She showed up today for the first time. We have 7 days left before grades are finalized for seniors. My administrator just asked me to see what I can do to help her graduate. In case anyone here is a new follower, this is why I’m leaving public education.

@TXMCtrades @toiletkingcap Change up was nasty. Sneaky high movement fast ball. Constantly changing speeds. Accuracy to nibble. He lived in batters heads. Only Tony Gwynn had his number.

@toiletkingcap My favorite pitcher of the 90s

Toilet

@fightstar99 Is there any idea what the cost would be to apply their technology to this kind of oil in Utah? How quickly could oil companies make that investment back?

The Uinta Basin produces premium paraffinic waxy crudes, which is semi-solid at room temp. It means heated trucks and limiting pipelines. $ADUR HCT upgrades it into a fully liquid crude — easy pipeline transport, broader refinery acceptance, while retaining ultra-low sulfur.🛢️

@AlmostMongolian About f’ing time! Did hell freeze over as well? Hopefully this starts a pattern. Good sign land sales are coming soon.

$lode CEO bought shares for $101,150 today. April also had some insider buying from a director and the CFO.

@FirstSquawk @NBCNews @grok who are the sources?

PRESIDENT TRUMP IS SAID TO BE INCREASINGLY FRUSTRATED THAT THE CUBAN GOVERNMENT REMAINS IN POWER DESPITE MONTHS OF US PRESSURE. SOURCES SAY HE HAS BEEN ASKING ADVISERS WHY EFFORTS TO WEAKEN THE REGIME HAVE NOT SUCCEEDED. @NBCNews

@NomadCarnivore I‘m long. The market seems to doubt those valuations and CDG’s ability to close a deal. Hoping he proves them wrong, but I don’t think the share price is going anywhere without him proving it. Also some understandable concerns about plant working and supply.

"Finally things are moving. I credit some of our directors to step in and support, and helping me with this. I credit Judd for stepping in and helping to support me with this. It's not a one-man show" Directors who are large shareholders. Aligned interests. How fucking hard it it to understand? Unless of course an entity is incentivized to not understand. You feel me? Things are very often not as they appear in financial markets. Keep those sell stops nice and tight sheeple! You are getting schooled today bigtime😉

$LODE Valuation for SSOF: $1mm-$4mm per megawatt of assured power. 300mw assured (gas) $300mm - $1.2b For those who can math. "People are saying "Well, my God, if that's real, then you know, this things worth more than your whole market cap!" Well, that's what we're fixing to, you know, correct here with this thing"

@DOMOCAPITAL @ryancohen @cvpayne It was fantastic. The disdain was delivered and deserved.

Oh, but @ryancohen was trying... He was clearly playing CNBC. Mocking them the way that they have mocked all $GME shareholders for years. They said it out loud. They thought they were going to get some major scoop. I suspect we'll get a different kind of interview with @cvpayne ...

@calvinfroedge Impressive!

Marhelm subscribers just realized today the CAGR on the buy and hold top picks I publish once a year has been 46% annually over a 6 year period across dozens of picks What do you think about that?

@AlmostMongolian @AktienAkademie Any chance you start a chat on substack? Love to annoy you there. Are you long both?

@AktienAkademie Last investor update. Its on youtube

$vst.cn $nurs.v Hydreight Q4 numbers pretty much as expected. They've already said they're confident in the Q1 guidance of $25 million in revenue. The growth is only accelerating. "As of the end of Q1 2026, VSDHOne has surpassed 12,000 licenses sold, reflecting continued momentum in platform adoption." VSDHOne is low margin, but that margin is almost fully going to the bottom line, as the operating costs are not going up nearly as much. Q4 revenue +279% yoy Q4 operating costs +61% yoy And what is massive is that the $150 million guidance doesn't assume the operating costs to go up much from here:"Company’s fiscal 2026 guidance assumes no material increase in fixed operating costs relative to late-2025 levels." One thing annoying from VST shareholders' perspective: "10% of the proceeds, after deducting operating expenses, shall be distributed to VS Digital Health Inc. Any payments required to VS Digital Health under the agreement as at December 31, 2025, have been waived, however, there could be required distributions in future periods" Shafin said they would collect it for the full year on Discord earlier, but again, the financials disagree. We need clarity on this, or the large discount will remain. Buybacks have been consistent "During the period commencing March 12, 2026, the Company repurchased and cancelled 49,000 common shares at an average price of $2.92." The highest price they have bought back at recently was $4.15. Promising. They might just keep buying as the price keeps rising.

@NuggetCapital I have a hard time wrapping my head around the refining aspect of the current situation. How much is offline, for how long? Definitely think we get some big swings in oil.

Totally my view as well. Lots of hurting Arab states. Capex flooding Venezuela Canada sands ramping US shale D&C now sold out into Q2 Probably a global recession.

@BDeveran Is this amount of activity, this early in the year, normal ?

$BAER More app changes today, issue w/ small airports not syncing landing coordinates. Current up to date positioning: ~ 4 Scoopers currently deployed (Arizona, Texas, North Carolina, & new movement into Florida) & two multi mission aircraft deployed in Minnesota + New Mexico — (N879EB) in ferry AGL, likely moving further to the west coast.

@TMTLongShort Curious what you think escalation might look like? More of the same?

The only thing worse for China than Iran calling a truce and sharing joint custody of the Strait with the U.S. is if the regime collapses completely and the U.S. gets total control of the Strait. That is why China has been sharing targeting ISR with Iran via Baidu. That is why Xi is certainly not going to encourage Iran to maintain a standoff posture until a Xi meeting a full three weeks from now as the blockade deteriorates the regimes grip. And that is why reports that Xi is the levelheaded impassive player here are almost certainly false. Now that is not to say the Chinese won’t attempt to leverage the moment by making believe they are benevolent by diverting inbound energy shipments to more unfortunate importers who don’t have reserves. But it does mean that escalation is more likely than not unless we are very close to the point of regime change. I don’t think we are yet. And so I think things escalate from here regardless of the Xi meeting.

@taobanker Resetting on the course or any of life’s slips is an invaluable asset. Always impressive. I fell apart many times playing golf as a kid. My proudest moment was starting the state championship tournament with a double then playing scratch the rest of the day.

mcilroy hit a double bogey today on a triple putt. he just went straight back to work and ended up winning by a single stroke. i genuinely cannot even imagine how much mental toughness that takes. dude is an absolute beast.

@taobanker My biggest problem. Not cutting the no-joy plays fast. Im getting better.

Think about how many things I've been wrong about that I simply sold. Remember $CPB? Crazy thing is I've net made money going long $CPB. No lie I've possibly traded more distinct names discretionary than anyone out there over the last few years. If ticker doesn't spark joy, dump.

@taobanker If we have a new floor in oil, maybe more debt is a good thing? I sold a bunch of covered calls at the beginning of war. I think with the dilution the debt won’t be an issue for a couple years. A peanut from the your gallery.

every time i try to really get comfortable with the numbers at $KOS i just can't do it, god damn that's a shitload of debt

@NomadCarnivore @Yomommasay Supply of panels and execution will tell the tale. Hopefully they sell the land assets to give the shareholders some signs they can execute.

$LODE One more pic for context. Ginormous storage, just a portion of it, viewed with the context of existing pilot facility (that white building in background on the far right side). While I'm posting, I'll reiterate that the aforementioned pilot facility is, and has been, running 24/5. That is, 24 hours a day, 5 days per week, 3 shifts, since fall of last year. Panels (feedstock) keep coming in frequently from a wide variety of sources. The supply is constant. Process expertise continues to accrue for all types of panels (moar moat, do you understand this?). A third note- as mentioned by management a few weeks of "slippage" has occurred in the timeline. It doesn't matter in a negative way in the grand scheme. The way it DOES matter is in terms of the "moat", the barrier(s) to entry of competition. Because all of this FOIK (first of it's kind) undertaking is a monumental pain in the ass from a permitting and governmental regulation standpoint. The timeline of a competitor coming in has in my opinion moved from at best 2 years, to now 3 years. Metals is not fcking around, and has zero intention to allow that to occur. Ain't gonna happen (see the 8-K's). Side note- members of current operations team participated in site visits at the new processing equipment manufacturers. Familiarized, hands-on, ready to roll. Smart. Closing note, the new equipment coming in is highly specialized, highly technical, fine-tuned for exactly the task at hand. This stuff is not off the shelf, ordered out of the catalog like some seem to think. Moat. Moar moat. Grasping the details, above and beyond due diligence, being fast and swift on the uptake, is what separates and will separate the investors who multi-bag from those making 10-20% once this is derisked for the masses. @CDe_Gasperis

@charlesbonnerjr Feels like people are waiting for flush on tankers (makes sense if you think situation gets worse before better). When dust settles seems like a good place to be. If it gets really bad you don’t want to own anything that carries things across the sea.

Citrini tanker equity basket since the start of the war (ex-FFA derivatives) $FRO -3.9% $DHT -5.0% $ECO -4.9% $STNG -3.2% $TRMD -1.8% $INSW +0.2% $NAT +8.0% $TNK -0.0% $TEN +6.8%

@joeriwestland $KOS? Any other names you like?

I agree with Jefferies on this one, Oil (and distillates) will be in a structurally higher level. I think the next 5 years all average above 75$ WTI. 50-70$ oil prices are a thing of the past imo. World blasted through so much reserves with OPEC+ increases and storage drains.

@taobanker I’m here for this.

I DONT MEAN TO BE THE BIGGEST GOSSIP QUEEN IN FINANCE BUT ED LUDLOW SHAVED HIS BEARD WITHIN A MONTH OF CAROL MASSAR COMPLIMENTING IT AND I FIND THAT A BIT STRANGE

@SFarringtonBKC Chew, then spit it out. Don’t let me see down.

One Meal a Day Keto diet day 16: From 288 lbs to 268 lbs, 20 pound milestone achieved. Gut microbiome adjusted, electrolytes balanced, in the zone. I have an obligatory cheat day in two days for my youngest's birthday cake. Not really looking forward to it. Why can't four year olds ask for Tiramisu for their birthday cake?