Andre Kelleners

🚨 $NBIS announces proposed private offering of $3.75B of convertible senior notes. - $2.0B due 2031 - $1.75B due 2033 Plus an overallotment option (~$560M extra) We need the deal to close first to see the interest rate and conversion price, the most important valuation-sensitive inputs.

$PSQH PSQ Holdings, Inc. Announces Fourth Quarter and Full Year 2025 Financial Results, Highlighting Operating Improvements and Strengthened Cash Discipline

$FNUC The name change to Frontier Nuclear and Minerals Inc., along with the ticker switch became effective yesterday. The purpose was to better reflect the company’s strategic transformation and ongoing focus on the nuclear fuel cycle business. The old name “Snow Lake” (tied to lithium projects in areas like Snow Lake, Manitoba) no longer aligned with this shifted emphasis toward nuclear. Plus, the company has announced its intention to spin off its lithium assets into a separate entity in the coming months. Spin-offs like this are often considered shareholder-friendly. This aligns with the company’s stated 2026 priorities, which emphasize advancing U.S. uranium projects and nuclear-related initiatives while pursuing the lithium separation. The company is still delivering on everything it has announced. Could we be on the brink of building a uranium/nuclear giant? Or am I getting carried away?

Good morning everyone! Futures 👇 When it comes to energy , my narrative remains the same Oil above $100 is expensive imho Read todays financial Times article “Oil producers : buy peace , not the war.

$FNUC new friendly website with all details of the projects.

$SPY Today Net flow

$USO is finally losing some momo. It has a big gap below.

$USO The real energy logic wins over all the global hysteria. See? They wanted $120, they got $92.

Iran and U.S. have been in direct contact in recent days, sources say - AXIOS $USO $SPY

$NVDA Demand just keeps on going up --- 👉 $GRRR announced today that it has signed binding agreements with Yotta Data Services Private Limited ("Yotta") to deploy GPU infrastructure in India of approximately 640 high-performance NVIDIA HGX B200 servers with more than 5,000 GPUs for AI workloads.

$BMR $NVDA interesting.

$GRRR Short interest +12.9% with a high short ratio of 5.95

$GRRR Anyone read these headlines closely? This one business is worth at least $100 million in yearly revenue, minimum. Gorilla ended 2025 with $104.8 million in total cash with a $7B+ Pipeline.

$TVGN im building a small position here for a potential bounce. Stock with less than 1M float trading in extreme oversold levels. AI Biotech name.

$USO more than expected....

$FNUC +7% former $LITM Buyers are back

$USO Expensive oil is a threat to oil itself, since more and more exporters and alternatives are already starting to emerge. Once again, I don't trade oil it's just a matter of strategic rationality.

$USO $SPY This morning during my walk, I ran into this diver on the street. I asked what he was staring at and what he was hunting for. He said he was searching for the $200 oil barrel. I told him he’d have a much easier time finding $50 barrels in the next few months than one at $200 #aguda

Unpopular opinion: $NBIS is a +$200 stock following the recent deals with $NVDA and $META JMHO

$USO 👇 When everyone in the market is on the same side, a negative news can trigger a sharp / violent move.