| Nuclear Energy Enthusiast ☢️ | Sound💰🥈🥇| Equities | Options flow | Commodities

Not investment advice
Joined July 2020
$VG got me feeling some kind of way rn Ignore the noise; this can 🏃 (smol risk d/t swaps & leverage) 🐂 Case -⏫ Capacity ramp -Vertically integrated -⬆️ FY26 EBITDA est. ~60% - Est. FY26 EPS ~$1.31 = 9.6x fwd P/E (peers ~25x) - Flow mostly🟢 after 6/18 $LNG $GUSH $PWRD
1
1
4
946
$VG Nice rebound after the false breakdown Took a chunk off here and left a free runner-sized position 🥳 #oot $UNG $LNG $LNGX $XLE $XOP
$VG 👀 for the 🚩 break & backtest ~6/12-OpEx - 👀 flow for cues on which path we may get take - Have a starter position on the 8/15 $15C (+15%) - May roll out but it's been mostly bullish/no side lately - ER est. + revisions will be 🔑 $LNG $USO $PWRD $UNG $XLE $XLU #OOT #EFT
2
805
👀 $LEU here for some Spice Melange if the break & backtest ✅️. This could go...nuclear 🥁 Scaled out of some 7/17 $250Cs (+75% 🥳). Will reload or add calls further out on the pullback to the solid blue TL #uranium $CCJ $URA $URNM $DNN $UEC
2
363
$VG 👀 for the 🚩 break & backtest ~6/12-OpEx - 👀 flow for cues on which path we may get take - Have a starter position on the 8/15 $15C (+15%) - May roll out but it's been mostly bullish/no side lately - ER est. + revisions will be 🔑 $LNG $USO $PWRD $UNG $XLE $XLU #OOT #EFT
$VG got me feeling some kind of way rn Ignore the noise; this can 🏃 (smol risk d/t swaps & leverage) 🐂 Case -⏫ Capacity ramp -Vertically integrated -⬆️ FY26 EBITDA est. ~60% - Est. FY26 EPS ~$1.31 = 9.6x fwd P/E (peers ~25x) - Flow mostly🟢 after 6/18 $LNG $GUSH $PWRD
1
1
834
Glow Bro ☢️ retweeted
Really pleased with the $umac move Really unhappy that I only have 100 shares bc my entire thesis was trumps son gonna get sweetheart deal. Next time ill need to allocate more money when betting on corruption
6
2
19
2,032
@LittleMacroBear I think this one is right up your alley 😜
1
2
124
$P (Everpure) Missed it by *that much* 🤏 Thematic trade (storage-as-a-service). Little salty about it bouncing "early," but will wait for IV to stabilize before loading $DELL $HPE $IBM $SMCI $NTAP $RBRK
1
454
$MOS ready for some Spice Melange? 👀 - 🌱 season is upon us - Hormuz = 30% of 🌍 ammonia 🚢 - $MOS has 50% of domestic ammonia req'd 🔒 with $CF till 2032 - Price tied to US LNG ➡️ less volatile - $50-200 mm annual savings based on ammonia/LNG spot $ I'm long Jan '27 $30C
1
2
272
Back from the dead, let's get this 🍞
1
1
4
448
Glow Bro ☢️ retweeted
x10 of my positions hit 52wk highs today: update on multiyear pm shares (regret not buying options) #GOLD $AEM +164.53% $AG +21.28% $B +68.34% $BTG +57.29% $CDE +346.99% $FSM +132.62% $GFI +125.94% $HL +60.10% $KGC +437.27% $NEM +95.45% $PAAS +149.22% $SAND +133.07% $WPM +136.68%
13
4
1
40
2,309
Imagine missing on revenue AND EPS when you're selling things that haven't even been produced yet lol $NVDA is a giant accounting joke propped up by institutions and pension funds $QQQ $SMH $SMCI $ARM $CRWV
2
5
956
$URA gettin the ol' Trump Pump 😜 Let's see if she's got a run to the mid $29s in store over the next ~2 weeks $CCJ $NXE $UUUU $OKLO $CEG #uranium
1
1
922
Someone has been front-running this move by building a position in $FRO $18C for August OpEx 👀 cc @ed_fin
VLCC futures creeping up late in the day. (Sparta)
3
732
I kissed a cask (of nuclear waste) and I liked it.
428
763
437
20,254
23,583,721
Glow Bro ☢️ retweeted
This is why dems should’ve dropped “LatinX” We told ya’ll.
8
8
1
274
14,433
The top pick from my first positioning list ran +97% in 2 months after I released it to my subscribers in July ($RDDT) Here’s an updated one, with my favorite picks for each candidate win:
1
1
7
1,053
Glow Bro ☢️ retweeted
We saw $LLY gap down to the major support around 780 and got in calls just above LOD. One of our new members hit it big on his first week in the discord while the weeklies I played ran 800%. He paid for two years of membership in one trade. Worth it.
1
3
672
Glow Bro ☢️ retweeted
🧵Nuclear energy and data centers are a pairing that most aren’t really understanding. Microsoft and OpenAI partnering on a massive scale AI data center requires massive energy usage. There’s equal weight in nuclear power IMO, SMR reactors have created a massive opportunity for the US domestically and globally and the DOE knows it.
2
2
1
1
1,126
Glow Bro ☢️ retweeted
The crypto grifter to McDonald’s worker meme is undefeated
Trump expected to work fry cooker at McDonald’s this weekend in Pennsylvania trib.al/TcQrdob
10
14
1
307
46,245