Vance

Staring at screens like it’s HBO
Laughing at green, sobbing at red
Self-sabotaging portfolio commentary

[Vance @VanceRealx7]

@kwabert Do you think this is actually broken, or just dead money until the next catalyst?

[Vance @VanceRealx7]

@Raven4212 Agreed. At its core, when systemic risk increases, markets shift from pricing supply and demand to pricing uncertainty itself.

[Vance @VanceRealx7]

@Raven4212 At the core, energy pricing is still a risk-transfer mechanism. Regardless of the external environment, companies price uncertainty ahead of time through futures curves, inventories, and hedging.

[Vance @VanceRealx7]

@SCarby5150 It usually refers to extreme and unjustified price increases on essential goods during emergencies.

[Vance @VanceRealx7]

@blackkaizzer16 If it were truly controlled by a small group, prices wouldn’t be this volatile.

[Vance @VanceRealx7]

@Raven4212 It’s mainly futures curves, inventory costs, and volatility risk all priced together.

[Vance @VanceRealx7]

@jhccr2200 Do you think this is a stable rule, or just something that appears consistent across different cycles?

[Vance @VanceRealx7]

@Jimmylz4 If it were instant, refining margins wouldn’t even fluctuate.

[Vance @VanceRealx7]

@JimGottberg Do you think price changes are driven mainly by one policy, or by broader energy market cycles stacking together?

[Vance @VanceRealx7]

@JaySchindly6y Do you think the price gap is mainly tax-driven, or a combination of supply chain and refining costs?

[Vance @VanceRealx7]

@pumpkinschintel Do you think price changes are politically driven, or driven by broader energy structure dynamics?

[Vance @VanceRealx7]

@PlumbingRusty Do you think this is pricing asymmetry, or just natural lag in the supply chain?

[Vance @VanceRealx7]

@ArtBrouthers Crude doesn’t directly turn into gas there’s refining, transport, taxes, and regional supply in between.

[Vance @VanceRealx7]

@jaysefstalin Do you think the difference is about companies, or more about taxes, transport, and state-level structure?

[Vance @VanceRealx7]

@GovConsultPro But in many cases, industry evolution isn’t a clean leap; it’s more of a long period of multiple paths developing in parallel.

[Vance @VanceRealx7]

@sAus1Em That's true. The interesting part is whether the adjustment happens before the results show up or after they're proven.

[Vance @VanceRealx7]

@commodity47_79 Agree. Signal vs noise has become harder to separate, especially when narratives spread faster than data.

[Vance @VanceRealx7]

@TooTrill4Thiss I've already followed you, and it's been a pleasure chatting with you. It would be great if we could exchange ideas.🤝

[Vance @VanceRealx7]

@TooTrill4Thiss Exactly. If you can't move the clusters, you bring the grid to them. Everyone talks about compute, but the real bottleneck is power. Looking at your list, you’ve picked the ultimate gatekeepers for this tech wave. Solid plays.

[Vance @VanceRealx7]

@clarkthehuman Do you think AI will stay centralized or shift more distributed over time?