Sharing my thoughts and portfolio updates publicly. My thoughts are my own and I am dumb. Avid Investor & Trader.

Joined April 2014
Some setups I find interesting for 2026 & 27 in no specific order:
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820
Crazy game. TX would’ve smoked OH if their WRs could catch.
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3v3 BO2 *Default Maps* CK Champs! @Trigguhrr @Triginomatry
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$KNSL: -44% off highs on an E&S pricing scare, but the underwriting never cracked 75.5% combined ratio, 24.4% ROE, buyback just expanded to $337M. Market's pricing a growth panic into a still-excellent insurer.
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428
$EQT: the gas that powers 2027's LNG terminals and AI datacenters is already under contract. The stock hasn't priced it in — lowest-cost Appalachia producer, left at $48 this summer. Essentially buying the gap between what's built and what's priced.
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697
Nobody on this app talks about fertilizer, which is exactly why I like it. $CF Industries buys US natural gas (heading under $3, record storage) and sells nitrogen into a global market still priced for war-broken supply chains. Costs falling, prices sticky, stock 9% off its high.
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201
Creature retweeted
3v3 xbox ghosts (no golds) CK #champs w/ @CreatureCapital @JeTPaKq $280 prizeski
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2,031
Creature retweeted
4v4 $6199 GTD Ghost S&D $1240 ea @ConsoleKings Switcharoo #CHAMPS w/@iouZampah @CreatureCapital @SneakyTweeet
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4,604
$KMI Like fine wine
$KMI Kinder Morgan looks great XNG also looks great
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Easily some of the best trades to kick off 2026, with the exception of $AMZN. Every one of these has been spot on
Some setups I find interesting for 2026 & 27 in no specific order:
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$XLV healthcare is getting tight
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