Glow Bro ☢️

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

[Glow Bro ☢️ @BullSpacman]

$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

[Glow Bro ☢️ @BullSpacman]

$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

[Glow Bro ☢️ @BullSpacman]

$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

[Glow Bro ☢️ @BullSpacman]

👀 $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

[Glow Bro ☢️ @BullSpacman]

$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

[Glow Bro ☢️ @BullSpacman]

$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

[Dr.CatBear @LittleMacroBear]

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

[Glow Bro ☢️ @BullSpacman]

@LittleMacroBear

[Glow Bro ☢️ @BullSpacman]

$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

[Glow Bro ☢️ @BullSpacman]

$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

[Glow Bro ☢️ @BullSpacman]

@JBTrades_91 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

[Glow Bro ☢️ @BullSpacman]

@urban_farmer10 Hopefully later this summer? Should settle into the new routine by July/Aug. Got some big life updates to share 🤫

[Glow Bro ☢️ @BullSpacman]

$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

[Glow Bro ☢️ @BullSpacman]

@urban_farmer10 I changed jobs & moved! Life got way too busy to keep up with this manic market lol

[Glow Bro ☢️ @BullSpacman]

Back from the dead, let's get this 🍞

[Glow Bro ☢️ @BullSpacman]

@ColeWilcoxCIO @RealDanODowd @elonmusk Get his dick out your mouth ya 🤡

[Dr.CatBear @LittleMacroBear]

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%

[Glow Bro ☢️ @BullSpacman]

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

[Glow Bro ☢️ @BullSpacman]

$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

[Glow Bro ☢️ @BullSpacman]

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

cc @ed_fin

[Ed Finley–Richardson @ed_fin]

VLCC futures creeping up late in the day. (Sparta)

[isabelle 🪐 @isabelleboemeke]

I kissed a cask (of nuclear waste) and I liked it.