Gary Reed

Reed Capital Management (boutique firm focused on oil & gas E&P in the U.S. and Canada)

[Gary Reed @GaryReed14]

The Golden Age of Fraud

[PiQ @PiQSuite]

Trump administration scales back financial watchdog enforcement

Regulatory enforcement actions against U.S. financial services firms have significantly decreased under the Trump administration, with a 37% drop in actions and a 32% fall in monetary penalties in early 2025. This shift reflects a broader deregulatory push, focusing on select high-profile cases rather than broad actions. https://t.co/WyiszyTsfA

[Ross Hendricks @Ross__Hendricks]

The token price wars have officially begun

Microsoft is considering deploying DeepSeek instead OpenAI and Anthropic, right when Copilot moves to usage-based pricing

“We have users who do hundreds of tasks a week… the consequence is the costs can go very high"

RIP to the companies yolo-ing into overpriced compute at the top of the greatest capex cycle in history

[funwithnumberz @funwithnumberz]

This week, financial media gave Ark Invest a lot of attention for the SpaceX IPO. If only they had mentioned that Cathie Wood has her flagship $ARKK fund DOWN nearly 21% since saying she believed she could return "40% a year for 5 years". Meanwhile, $QQQ is up nearly 93% since.

[Gary Reed @GaryReed14]

As someone who traded through 2000 - 2001 and 2007-2008, this is truly cringeworthy

[Josh Young @JoshYoung]

Bubble Appendix R: retail borrowing money to buy SpaceX IPO shares https://t.co/1gxiAVdlai

[Bullish Trend @trend_bullish]

$RBY.TO

[Gary Reed @GaryReed14]

$RBY.TO +3.2%, +62.2% YTD
$TVE.TO +2.6%, +65.3% YTD

[LNG QE 🇨🇦 @BubleQe]

@get_blow Don't forget #TeamWaterous $SCR.TO

+6% today | YTD 65% (+ dividends).

[Gary Reed @GaryReed14]

Beaufiful recent move by Westgate Energy $WGT.NE $WGTFF

[Gary Reed @GaryReed14]

@LSUbaseball

[Aiden Stepansky @AidenStepansky]

Paul Skenes was driving down Perry Highway in Wexford just past seven o’clock Monday night when the Pirates superstar pitcher made a pit stop. It was a Little League field.

Skenes signed autographs for over two hours, connecting with Pittsburgh's next generation.

For @MLB ⤵️

[Gary Reed @GaryReed14]

@Tejanobrown How is the ankle holding up?

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

Let me tanslate sell-side investment banking-speak for those of you unfamiliar with the lingo:

"10x oversubscribed" = 2x the offering size

"5x oversubscribed" = exactly the offering size

"2x oversubscribed" (as claimed below) = 50% of the offering size

$SPCX

[Bullish Trend @trend_bullish]

$TVE.TO TP 15$

[Gary Reed @GaryReed14]

@USAttyEssayli So you're saying that using public platform to artificially manipulate the market through misleading statements published in the public domain is illegal.

Will you be going after serial hucksters like Cathie Wood next?

[Gary Reed @GaryReed14]

Look at what happened to Andrew Left. How is what Tasha and Cathie do any different? Ark has routinely touted $TSLA on CNBC while selling it on the same day.

[funwithnumberz @funwithnumberz]

Tasha is a fraud.

Called for almost 19 million Tesla deliveries THIS YEAR with nearly $300 billion in robo-taxi revenue.

At a normal business, would have been fired years ago.

[Gary Reed @GaryReed14]

Extremely bullish for other Clearwater operators, specifically $BTE , Headwater ($HWX.TO) and Rubellite ($RBY.TO)

[Vancouver Island Guy 🌊 @VanIsleInvestor]

$TVE Tamarack Valley Energy Ltd. Announces Sale of Charlie Lake Assets, Transition to Pure Play Clearwater Producer and 25% Dividend Increase

[BOE Report @BOEReport]

Tamarack Valley Energy Ltd. Announces Sale of Charlie Lake Assets, Transition to Pure Play Clearwater Producer and 25% Dividend Increase https://t.co/pfs9LLmvOq

[EnergyInvestor @EnergyInvest0r]

For the first time ever, Tamarack Valley Energy averaged >60,000bbl/d oil production in April. WTI averaged $98.06 for the month 🍻.

$TVE $TVE.TO #COM #OOTT

[Gary Reed @GaryReed14]

@VanIsleInvestor Thanks for putting this together - terrific reference info

[Vancouver Island Guy 🌊 @VanIsleInvestor]

Canadian Energy - Ranked by Oil/Condensate 2026 Production

Total Planned Production (Inc. Nat Gas) 2026 vs. 2027

[Gary Reed @GaryReed14]

@BrianKoontz59 Agreed 100%

[Gary Reed @GaryReed14]

@StanphylCap Beautiful trade - congrats!