TightLines

BS/Electrical Engineering, MBA/Finance, JD, IP attorney: long gold/silver/uranium miners and nuclear power plants; HODLer of ETH. Co-founder of

[TightLines @AASwing2]

IMO, this is the wrong take. What the market wants is reopening of the Hormuz strait, lower oil prices and withdrawal of U.S. troops to bring escalation down. The market doesn’t care what happens to Iran. So long as the above objectives are achieved, the market goes up.

[The Great Martis @great_martis]

There is no deal... only a temporary ceasefire.

There are no real funds being released.

This entire "breakthrough" is a calculated narrative, a desperate play on words engineered solely to prop up cratering poll numbers ahead of the midterms.

The mainstream sees green on the screen and celebrates.

They miss the macro reality:
Oil refuses to break under $80, the Dollar Index remains strong above 99, and the 10-year and 30-year bonds haven’t budged an inch.

Smart money isn't buying this rally; they are using it to escape. They are pumping the markets just high enough to dump onto retail investors before the trap snaps shut.

This isn't a bull market... it is an engineered setup for an unprecedented bloodbath.

We are walking a razor's edge. One misstep, and it is lights out.

The cattle are buying the top.

Few understand that they are just the exit liquidity.

Yours truly,
The Great Martis✨

[TightLines @AASwing2]

@bclund Agree with this post about a market top. However, the underlying assumption that “everyone” is convinced of a market top may be wrong. How do you measure that? St best, it’s anecdotal. I myself am betting $SPCX will do fine and hope I get allocated lots of shares.

[TightLines @AASwing2]

@ACapitalLP I have no confidence in the stock price as it’s all about psychology, but suspect i won’t lose money by getting $SPCX shares at IPO price. Let’s see what happens ….

[TightLines @AASwing2]

@ACapitalLP Why do you think so? I think 23% pop sounds about right. I don’t think it will pop much more.

[TightLines @AASwing2]

@ACapitalLP To me, it feels like you are a little early in the short thesis. How do you decide when to short the stock?

[TightLines @AASwing2]

@loggyrhythm Hope you are right. I bet a few jellybeans on him to win!

[TightLines @AASwing2]

@grok From Gemini:

Pan American Silver is scheduled to host an Investor Day on Monday, June 1, 2026, in Toronto. ….. Analysts expect management to face further questions regarding the long-term carrying costs and eventual path forward for Escobal during the Q&A session.

[TightLines @AASwing2]

With record breaking prices in #silver, there is a possibility that $PAAS owned Project Navidad (containing over 450 million ounces) may start to get attention and may lead to being included in $PAAS valuation. Let’s see if mining law can be changed there in the near future.

[TightLines @AASwing2]

@grok @grok, could you please provide a status update on the Escobal mine re-opening by reviewing ALL foreign news sources, especially news from Guatemala.

[TightLines @AASwing2]

@ACapitalLP $PCT up $1.50 to $12.66 since my post above. By the way, am I in?

[TightLines @AASwing2]

@ACapitalLP $PCT. Heavily shorted probably because no plastic recycling technology has been made practical. Tech works and several pros that I respect are in the stock. Next catalyst is news of Ironton filling up with orders. Then 🚀🚀🚀. Shorts will have to cover and the stock could explode

[TightLines @AASwing2]

@Yellowbull11 IMO, thesis is not the issue. Risk control is. If your thesis works only at $150 uranium, for example, those stocks will do a lot better at $150 than for those that work at a lower price. It’s all about your risk appetite.

[TightLines @AASwing2]

@RevShark $GLASF is the lowest cost producer of cannabis. It may be one of a handful that survive … I’m long it.

[TightLines @AASwing2]

@RyanDetrick Nominally, the market has to go up in an inflationary environment where the dollar loses its purchasing power by 5-10% every year.

[TightLines @AASwing2]

@ACapitalLP $RGTI is crap. $INFQ is the real deal.

[TightLines @AASwing2]

The good news keep on coming for $PCT. Heavily shorted, but not sure why. I’m holding …

https://t.co/VhffvPQZwT

[PureCycleTech @PureCycleTech]

PureFive® resin is officially recognized as "recycled content" by the NJDEP. This 1-year conditional approval lets customers use our resin to meet NJ Recycled Content Law mandates. ♻️

Work continues with the NJDEP toward a permanent approval.

https://t.co/HfjtF53Hxi

[TightLines @AASwing2]

I have a small position in speculative tech company $PCT. If they can scale, the stock will be a multi-bagger.

https://t.co/yEaZdslIvh

[TightLines @AASwing2]

#uranium is my highest conviction theme. We are still in inning 5.

[John Quakes @quakes99]

🙈U'd have to be totally blind to not see that EVERY single signpost🪧 now points to a coming rip-your-face-off #Uranium #mining #stocks bull market📈⚛️⛏️🫠 that will go down in history as one of the most spectacular #investing opportunities in a generation!🎆🚀🌟🤠🐂 #Nuclear🏄

[TightLines @AASwing2]

@Sol_Sponge Highly skeptical on this pivot to AI by $KOPN. There is absolutely no technical details on how this would work. uLED is nothing new. Until $KOPN provides at least one diagram on how this would work, I’m not sold on this. After years of suffering, I dumped all my shares.

[TightLines @AASwing2]

@Hedgeye How much have Google engineers spent on checking the AI generated code quality? Is Google really saving significant money?

[TightLines @AASwing2]

@nrossolillo Isn’t Samsung a big competitor?

[TightLines @AASwing2]

@RevShark Gun to head, I think Iran will make a deal. What makes me think that? China is involved.