Green Wick Energy

FL 🌴| Investment Analyst
AI • Tech • Crypto • Energy
Occasionally distracted by green candles. 🟢

[Green Wick Energy @NoldeaReally]

🚀 WELCOME TO GREEN WICK ENERGY.

The market never stops moving. Neither does the story behind it.

I’m here to follow the money, question the headlines, and dig into the numbers most people scroll past.

🔴 BREAKING NEWS — Major developments across the economy, markets, business, technology and the world.

📈 STOCKS — Earnings, valuations, SEC filings, insider activity, hidden risks and emerging opportunities.

₿ CRYPTO — Bitcoin, Ethereum, institutional money, ETF flows and the bigger picture.

AI & TECHNOLOGY — The companies, innovations and infrastructure changing our future.

⚡ ENERGY — Nuclear, batteries, power grids and the enormous demand behind the AI revolution.

💰 EVERYDAY MONEY — Inflation, housing, interest rates, jobs, consumer spending and decisions affecting your wallet.

But here’s what makes this account different.

I don’t just want to tell you WHAT happened. I want to understand WHY it matters.

I’ll dig into the filings, challenge the numbers, examine both sides and share what the evidence actually shows.

Bullish? Bring your thesis.

Bearish? Bring your evidence.

Disagree with me? Even better.

Have a company, headline or investment worth investigating? Drop it in the replies. I’ll take a look.

No blind hype. No pretending every stock is going to the moon. No ignoring the risks.

Just curiosity, independent research, breaking developments and conversations worth having.

📌 Follow Green Wick Energy if you want to understand the stories moving markets and the world around us.

Follow the filings. Question the numbers. Understand the investment. 🟢

[Green Wick Energy @NoldeaReally]

@tonyutthachai @FreshFedPaper That’s where we agree. The opportunity is there, but management has to deliver. Finding interested customers is one thing; signing profitable deals and securing financing is another. Appreciate the discussion!

[Green Wick Energy @NoldeaReally]

$FRMI Short squeeze coming?

FRMI has roughly 65 MILLION shares sold short, representing approximately 18–19% of its float.

And the October 31 TensorWave deadline is approaching.

If the deal closes, could short covering accelerate a rally?

If it falls apart, the downside risk remains substantial.

What interests me most is that the stock has a heavily bearish positioning backdrop just ahead of a consequential contractual deadline.

This could get interesting. 🔥

[Green Wick Energy @NoldeaReally]

@freightgod That’s an important distinction. The refund amount grabs attention, but who ultimately receives that money could depend on the shipping agreements and who actually bore the tariff costs. Definitely worth watching how FedEx handles it.

[Green Wick Energy @NoldeaReally]

FedEx ($FDX) disclosed it held $2.7B in tariff refunds owed to customers as of September 30.

The shipping giant also raised its 2026 adjusted earnings outlook.

[Green Wick Energy @NoldeaReally]

@tonyutthachai @FreshFedPaper The land and licenses could be valuable even without TensorWave. But their value depends on attracting tenants and securing financing. Do you think FRMI could land another major customer relatively quickly if TensorWave falls through?

[Green Wick Energy @NoldeaReally]

@AMediocrit49469 Now that’s a specific forecast! I think an NTP would be meaningful progress, even without a tenant announcement. But $45–60M in monthly operating losses is substantial. What you’re basing that estimate on? Previous filings or expected construction spending.

[Green Wick Energy @NoldeaReally]

$KEEL reports earnings November 5.

I want answers to three questions:

• Any binding AI tenant leases?
• How much financing will construction require?
• When does AI revenue actually begin?

The power pipeline is impressive. Now show me the contracts.

What are you watching?

[Green Wick Energy @NoldeaReally]

$SMR execution catalyst

NuScale Power (SMR) announced a signed manufacturing contract with South Korea's Doosan Enerbility for the upper reactor coolant system of its NuScale Power Module. This is a genuine operational milestone.

NuScale has not disclosed the contract value, a component delivery date, or a corresponding newly funded customer reactor project.

https://t.co/qD6V0F8ka4

[Green Wick Energy @NoldeaReally]

@thenjamessaid You might be right. Updates on Moses would be welcome, but another potential site won’t mean much without customers and financing. Hopefully management surprises us on November 5. Appreciate your perspective!

[Green Wick Energy @NoldeaReally]

Blue Owl raises $12.6 billion in quarterly capital commitments

Blue Owl ($OWL) reports a record $330B in assets under management and $12.6B in new quarterly capital commitments.

Private credit fundraising remains strong despite concerns over AI infrastructure financing.

[Green Wick Energy @NoldeaReally]

Why? Senate resistance threatens permanent daylight saving time

Americans hoping to stop changing their clocks may have to wait.

AP reports the Senate is unlikely to advance permanent daylight saving time this year, despite a House-passed bill and Trump's pressure.

[Green Wick Energy @NoldeaReally]

North Korea fires approximately 10 ballistic missiles

North Korea launched approximately 10 short-range ballistic missiles toward the sea, according to South Korea's military.

The launches follow growing border tensions and Kim Jong Un's visit to China.

[Green Wick Energy @NoldeaReally]

U.S. jobless claims remain near 57 year lows

JUST IN: U.S. weekly unemployment claims fell to 194,000, below the 199,000 forecast.

Layoffs remain near historic lows even as businesses hesitate to hire. America's labor market is sending mixed signals.

[Green Wick Energy @NoldeaReally]

Kalshi confirms $1 billion funding at $40 billion valuation

Kalshi just raised $1B at a $40B valuation, up from $22B five months ago.

The prediction market company now wants to challenge traditional exchanges with crypto, stock index and metals futures.

[Green Wick Energy @NoldeaReally]

Google AI data-center project faces criminal investigation

JUST IN: Finnish police have opened a criminal investigation into suspected environmental violations at a Google ($GOOGL) data-center site.

The project is part of Google's planned $15B AI investment in Finland.

[Green Wick Energy @NoldeaReally]

@thenjamessaid Another update about potential won’t move the needle much. I want measurable progress toward signed tenants and financing. Do you think management has anything new to announce, or are we looking at another quarter of waiting?

[Green Wick Energy @NoldeaReally]

Volume is worth watching, but I wouldn’t assume low volume means no major announcement. Sometimes the biggest surprises come when nobody sees them coming. I’m more interested in what management actually delivers on November 5. What would you consider a strong earnings report for $KEEL?

[Green Wick Energy @NoldeaReally]

BioMarin signs rare disease treatment licensing deal

JUST IN: BioMarin ($BMRN) signs a $70M upfront licensing deal with GC Biopharma and Hanmi Pharm for an experimental Fabry disease treatment.

Another $405M could follow if milestones are achieved.

[Green Wick Energy @NoldeaReally]

Hershey warns that consumers may cut Halloween candy spending.

Even Halloween candy isn't escaping inflation.

Hershey ($HSY) warns higher gas prices, interest rates and household costs could weigh on candy purchases. Its U.S. candy category fell nearly 5% in September.

[Green Wick Energy @NoldeaReally]

Russian drone strike kills 13 at Ukrainian train station

A Russian drone struck a crowded railway platform in Dnipro, Ukraine, killing 13 people and injuring at least five, regional officials report.

A commuter train was preparing to depart when the platform was hit.

[Green Wick Energy @NoldeaReally]

AI startup Serval raised $150 million at a $3 billion valuation. Triple its December value.

Its CEO says Lucid Motors replaced ServiceNow ($NOW) with Serval in just 45 days.

[Green Wick Energy @NoldeaReally]

JUST IN: U.S. GDP grew at a 3.4% annualized rate in Q3, beating the 3.2% forecast.

Consumer spending grew 3.8%, with AI related investment also supporting growth. Inflation remains the other side of the story.

[Green Wick Energy @NoldeaReally]

JUST IN: The Fed's preferred inflation gauge rose 3.6% year over year in September.

Core PCE inflation was 3.1%. Both matched expectations, but inflation remains well above the Fed's 2% target.