ThePinkPelican

Be present, above all else ~ Current holdings (highest $ to lowest): $CITLF $BDCO $MDXXF

[ThePinkPelican @ChickenReaper]

Conviction, patience, cut failed thesis quickly.

[BladeoftheSun @BladeoftheS]

Strange isn't how Elon Musk told everyone to mark this post, then he deleted it.

Must have been a mistake.

Let me repost it for him.

[ThePinkPelican @ChickenReaper]

@ALEXAGY0 Unfrosted

[Bryan Johnson @bryan_johnson]

never waste a good crisis

[The Lincoln Project @ProjectLincoln]

Happy 1 year anniversary to this tweet.

[ThePinkPelican @ChickenReaper]

They are saying it’s a beautiful rock, a small rock but a beautiful rock they’re saying.

[unusual_whales @unusual_whales]

Trump says oil prices will fall like a rock.

[ThePinkPelican @ChickenReaper]

@Thebullwhisper @Benjamin_Wmj

[ThePinkPelican @ChickenReaper]

@Thebullwhisper

[ThePinkPelican @ChickenReaper]

@pennycheck Bottleneck

[ThePinkPelican @ChickenReaper]

@GasBuddyGuy @JusDayDa @anasalhajji What about JP54 and JP5? Those trends are alarming

[ThePinkPelican @ChickenReaper]

legend

[Beach Trades @beach_trades]

$STI

[ThePinkPelican @ChickenReaper]

@stepnotonpets 26 follows for me and you’re one of them. When you’re not making me money I’m laughing my ass off

[Juno Industries Inc. @junoindustries]

After decades of underinvestment, Canada is reclassifying the Arctic as a primary defence and economic priority.

The threat picture has changed. NORAD tracked at least nine separate Russian aircraft events in the Alaskan and Canadian ADIZ in 2025. U.S. DHS characterized Chinese activity in Arctic waters last summer as “unprecedented.” Russian submarine patrols are operating at Cold War levels.

The policy response has moved from incremental to structural:

→ $40B+ Arctic plan announced March 12, 2026
→ $32B for Forward Operating Locations at Yellowknife, Inuvik, Iqaluit, and Goose Bay
→ $6B+ Arctic Over-the-Horizon Radar in partnership with Australia
→ $87.4B over 20 years for NORAD modernization
→ NATO 2% target achieved this fiscal year — 5% pledged by 2035

The capability layer is moving in parallel. 88 F-35s on order with first deliveries this year. A submarine fleet decision expected in June. The Polar Max heavy icebreaker under construction at Davie. Operation NANOOK-NUNALIVUT 2026 — the largest Arctic operation in CAF history — closed with a 5,200 km Ranger patrol, the longest since 1947.

What’s emerging is a coherent operating environment: budget, infrastructure, platforms, and force posture aligned for the first time in decades.

The execution layer — the technology, the sovereign industrial base, the dual-use capabilities that turn announcements into operational reality — is where the next decade will be defined.

[ThePinkPelican @ChickenReaper]

$CITLF one step closer to fulfilling the massive 50 unit order run for Ukraine https://t.co/rDqY6O5Hur

[ThePinkPelican @ChickenReaper]

@kcprinters @BlackScholesMan I see a path to $2-$3 EPS for Q2 unless something radically changes (spreads keep getting better in our favor at the moment)

[ThePinkPelican @ChickenReaper]

$BDCO jet fuel is over $6/gal @GeoInvesting #specialsituation

[ThePinkPelican @ChickenReaper]

@fundmyfund

[ThePinkPelican @ChickenReaper]

@BlackScholesMan

[ThePinkPelican @ChickenReaper]

@fundmyfund @TMZ 😂

[ThePinkPelican @ChickenReaper]

@fundmyfund UAVS Just for laughs now. Been stacking BDCO since late February knowing they’d land a $100M plus DLA jet/naval fuel contract. They landed it w margins at historic highs but only five or so fintwitters know about the stock (the other five that knew about it passed away).

[Royen Capital ✈️👨🏿‍✈️🇱🇷💹🛢️🌊⚽ @CaptainRoyen]

I'm surprised more people aren't talking about this. California will hit tank bottoms for jet and diesel by July 4th.

The Asian import arbitrage is dead, local refining is tapped, and none of this is reversible for 12-18 months.

Could this be the Energy Crisis' Lehman moment?