$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

👀 $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

$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

@LittleMacroBear I think this one is right up your alley 😜

$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

$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

I didn't want to encourage degeneracy, but since you asked lol. Cheap lotto-sized trade ahead of ER Happy to sell for 50% or more if she gives us a moon candle

imu bb. Let's cook

Hopefully later this summer? Should settle into the new routine by July/Aug. Got some big life updates to share 🤫

I changed jobs & moved! Life got way too busy to keep up with this manic market lol

$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

Back from the dead, let's get this 🍞

Get his dick out your mouth ya 🤡

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

$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

Someone has been front-running this move by building a position in $FRO $18C for August OpEx 👀 cc @ed_fin