Mason

Quantum $INFQ + Heavy Rare Earth $CRML + $ONDS. Macros. Tracking risks and high conviction, not vibes and hype. High risk tolerance.

[Mason @miscomputate]

😡😤😡😤

[Jack @jackunheard]

Ilhan Omar got access to top secret classified information for 7 years.

Read that again.

[Mason @miscomputate]

📰 $CRML | New details from the October 22 SEC filing.

The proposed European Lithium merger would leave CRML with approximately $306.6M in combined pro forma cash, based on June 30 financials.

The share structure is also worth examining:

• 90.59M shares issued under the maximum consideration scenario

• 45.54M existing CRML shares held by European Lithium reclassified as treasury shares

• ~45.06M net increase on the filing’s historical pro forma share count basis

That’s an important difference when discussing dilution.

The bigger picture? CRML could emerge from this merger with substantially more financial flexibility to advance Tanbreez without immediately returning to equity markets.

Of course, $306.6M is historical pro forma cash, not today’s balance, and the merger still requires final court approval.

Next catalyst: October 26 court hearing.

Congrats to @TonySage7237, @TonyHalliday4, and @CriticalMet!

Honestly, I’m looking forward to getting past this chapter more than anything so we can shift the focus back to Tanbreez and the upcoming milestones $CRML investors are really excited about.

The next chapter is where things get interesting.

$CRML $EULIF

📰 Source: CRML Form 6-K, October 22, 2026
https://t.co/UABtdpwFBb

[Mason @miscomputate]

@ginamilan_ Nothing is happening. It’s all a facade before midterms and then they will be let go.

[Laura Loomer @LauraLoomer]

When Ilhan Omar @IlhanMN says this, she means “if a Muslim were investigating me”.

Ilhan Omar, like all Muslims who seek office in our country, want Muslims to control our justice system so they can practice Sharia law and have a sharia system in America. That’s why the first thing Ilhan did upon getting “elected”, she and @RashidaTlaib created a “Muslim Caucus” in Congress with the support and financial backing of front groups from Hamas and the Muslim Brotherhood, as I exposed in 2019.

This is why I coined the term “Hamas Caucus” for them.

The reality is, one of the most radical left, pro-one borders and anti-Trump judges in America approved the search warrant on Ilhan Omar’s house.

Once again, she’s lying.

That’s literally all these Muslims do.

It’s called Taqiyya. I encourage every American to study Taqiyya.

The concept of permissible lying in Islam to advance the cause of Islam.

[James E. Thorne @DrJStrategy]

Drawdown of the SOX.

Given the historic nature of the AI buildout, the current drawdown in the Semiconductor index can easily be classified as normal, natural and healthy.

[Gunther Eagleman™ @GuntherEagleman]

We are witnessing the most corrupt, anti-American, Godless and criminal Democrat Party in American history.

[Spencer Pratt @spencerpratt]

>Ilhan, did you marry your brother?
“Not to my knowledge”

>Talarico, where were you for 2 weeks?
“I had the flu”

>Abdul, why do black voters hate you?
“Can I get the fried chicken?”

Who the fuck is advising these commies on these answers? LMAO

[RocketMan @RKLBMan]

Ok who believes this guy anymore?

[Mason @miscomputate]

@RKLBMan He’s not as far off on this one as the previous misses. I have to be honest. Still doing my research though. Want to see what the 10 yr does next week.

[Laura Loomer @LauraLoomer]

As I have said for years:

It should be illegal for Muslims to hold elected office in America.

I’m noticing a pattern here…

Who else is becoming a major “noticer”?

You know what they say about noticing. 🥸

[Tut C🅰️pital @kingtutcap]

When someone asks how’s my portfolio doing

[Mason @miscomputate]

@LauraLoomer @IlhanMN Bitch doesn’t quite do it.

[Laura Loomer @LauraLoomer]

You’re going down, bitch. @IlhanMN

[Mason @miscomputate]

@mnsportsguy72 @PeterSchiff Yah - Peter’s got a lot of smelly bull crap in this post. It’s rage bait.

[Catturd ™ @catturd2]

I promise - you're going to really miss this one day. 😂

[Noah @NoahGEXTerminal]

When someone asks how my portfolio is doing today… 😅

[Mason @miscomputate]

I actually really like the Japan angle, especially government backed development financing that minimizes shareholder dilution.

$CRML has already allocated 100% of planned Tanbreez production across Romania (50%), Saudi Arabia (25%), REalloys (15%), and Ucore (10%), although most of those arrangements aren’t binding yet.

But why not have Japan help finance an expansion of Tanbreez’s production capacity in exchange for an offtake agreement covering some of that additional output?

Even better, establish a downstream processing JV with Japan where CRML retains an ownership or profit sharing interest.

More production, another strategic partner, potential processing revenue, and less shareholder dilution. Could be a win-win if structured properly.

[Gina Milan @ginamilan_]

Elon Musk just invested $1 BILLION in Skydance, the company that bought Warner Bros. Discovery and now controls CNN.

I genuinely don’t think today could possibly get any better. 🤣🤣🤣🤣

[CK Capital @CKCapitalxx]

I am seeing a ton of stocks at prices I wasn't sure if we'd see again.

Markets are crazy man.

[Mason @miscomputate]

This 🫡 $INFQ $CRML $ONDS

[CK Capital @CKCapitalxx]

This is the worst environment to invest in.

The KOSPI gets wiped out every night because everyone is leveraged.

Trump bombs Iran out of nowhere every other day.

Headlines move the whole market before you can react.

We are lucky that every company is putting up record earnings. The AI trade is real, and that is what’s keeping this market alive.

Terrible backdrop, great earnings. Stay patient and don't overtrade.