Janar Jay

[Mark Stein @MarkStein001]

@RealRickRule I'm hearing rumors you don't hate the oil and gas though.

Looking like $XOM = $AEM 2 years ago...

[Mark Stein @MarkStein001]

@JasonP138 No $XLE capitulation on price. Just capitulation by the few of us left into mental illness first....Then Higher.

[Janar Jay @FullBet22]

@MarkStein001 Great article!

[Mark Stein @MarkStein001]

Who Will be The Post-Crash MAG 7?

The Stocks Leading the Next Cycle

From Growth Stock Promises to Value-Producing assets—The Historic Capital Rotation for the Ages.

#Energy #Silver #MiningStocks #GDX #Oilers

New Substack Review:

https://t.co/89ETbhFXCo

[Mark Stein @MarkStein001]

@TidefallCapital As we are in a commodity super cycle, it makes sense and is entirely normal for all commodities, but one to remain in uptrends. Lithium over-supply is likely the worst of all, yet LIT is nearly a double off the lows. Fighting this trend is fighting history.

[Trader Palms 🌴 @Trader_Palms]

7/9

Want perspective?

Jason Perz (@JasonP138) and Mark Stein (@MarkStein001) have been calling this for years.

Not because they’re “gold bugs”, but because they understand capital flows.

When the world rotates from financial assets towards real assets -

Everything changes.

[Mark Stein @MarkStein001]

@markoinny Lololol

[Mark Stein @MarkStein001]

Greatest Day in Capital Market History?

Silver partying like it's 1979, with a new All-time High...

And Now...

It's time for the Junior #Silver Miners to look like #altcoins

#silversqueeze #Gold

[Mark Stein @MarkStein001]

New "Purveyor of Bear Porn" Argument: #GOLD and #Silver are TOO crowded.

AAII Survey Says...

Credit to @DariusDale42 for top perma bear nickname.

[Mark Stein @MarkStein001]

@joshyoung Great work Josh. Been writing about this topic a lot...to the 17 people willing to listen about the Asymmetric #Oil stock opportunity.

[Mark Stein @MarkStein001]

@DowGoldEquals1 100% Agree with this along with 13 other people who are actually buying not selling #OIL stocks.

Calling #Exxon as the $NVDA of the next cycle.

https://t.co/OzH5vnHkL2

[Mark Stein @MarkStein001]

9: Growth Dying...Capital Moving to Real Rconomy

Valuation reverting: P/E → NAV

$XOM #20 = dislocation $SU at $50B = asymmetry

Positioning for decade leadership 🎯

Full breakdown 👇

https://t.co/4sxCtXFcQ2

#Oil #Energy $XOM $SU $XLE

Credit to "Mr EXXON" @RealRickRule

[Mark Stein @MarkStein001]

8: The Asymmetric Kicker 🇨🇦

Suncor at $50B - the Canadian Exxon

40+ year oil sands reserves (irreplaceable
infrastructure) Breaking 6-year cup & handle base

NOW $30-40 breakevens = pure margin

XOM = 2x institutional play Suncor = 3-5x asymmetric alternative 💎

$SU

[Mark Stein @MarkStein001]

1: In the top 35 market cap companies, 32 pricing for growth not existing 📉

Three owning real assets: Saudi Aramco, Exxon, Chevron

Gap from fake growth and real assets isn't just wide - it's asymmetric

The regime change nobody seeing 🧵

https://t.co/4sxCtXFcQ2

#Oil #Energy

[Mark Stein @MarkStein001]

40-year oil sands assets trading like 5-year shale plays 📉

When Rick Rule calls something "great value" during a supply crisis, you pay attention 👀

https://t.co/hIAQa9X0r2

The Canadian energy revaluation nobody sees coming:

🧵 #Oil #Energy #NaturalGas

[Mark Stein @MarkStein001]

@marketplunger1 YES and YES. The Dr. #Copper Rotation 🎯. .

[Against All Odds Research @JasonP138]

Two new oil trade signals in 24 hours…

Is it finally happening? Is the move in energy starting?

[Mark Stein @MarkStein001]

As all eyes focus on #Silver...

The Junior Silver Miners, $SILJ are breaking out vs #SPX, and printing new all-time highs vs USD.

And with IWM making new all-time highs, the #Uranium juniors, $URNJ are following suit.

[Mark Stein @MarkStein001]

Is this the year #Crypto capital discovers #Uranium and #Silver Mining Stocks?

[Mark Stein @MarkStein001]

Russell Breaks 242 - 4 Years Resistance📈
Masses chase marginal #SPX500 highs, small caps deliver biggest technical signal since 2021
Bowie: "Turn and face the strange" 🎭
Most asymmetric opportunity in years 🧵

https://t.co/xh6kID88UJ

#Crypto #smallcaps #Silver #Uranium