Part Time Investing

Skate where the puck is going.
Disc: Not investment advice.

[Part Time Investing @PartTimeInvstms]

2026 crystal ball trades:

- Critical metals trade alive and well (overweight in tungsten & rare earths)

- Precious metals will trend higher (Gold 5500, Silver 125, Copper 6.5 by year-end)

- Re-shoring and manufacturing boom still intact

- Interest rates to trend lower (3.5% on the 10y by year-end)

- Technology and AI still firing on all cylinders, physical AI becomes a reality

- Space exploration kicks into another gear

Top holdings: $RKLB $PL $SILXY $LPTH $LUNMF $GOOGL $BWXT $NEM

[Part Time Investing @PartTimeInvstms]

@Estadao Efeito Vorcaro

[Part Time Investing @PartTimeInvstms]

@Mr_Derivatives We gonna rip on Monday

[Part Time Investing @PartTimeInvstms]

@BolsonaroSP @FlavioBolsonaro Pedir dinheiro pro Vorcaro acabou com qualquer chance, essa é a real..

[Part Time Investing @PartTimeInvstms]

@FirstSquawk Everyone in the industry has known for a long time about these scams. One of the most common was to apply through 5 or more shell companies, and somehow transfer the winning lottery application to your real company. Pretty lame they were allowed to do that.

[Part Time Investing @PartTimeInvstms]

@pepemoonboy You're right. But picking the winners is not a given, who knows how tokens will be priced once you have a mature infrastructure. Better to buy a big basket with exposure to as many themes as possible.

[Part Time Investing @PartTimeInvstms]

@dailydirtnap There will be no hikes. Market mass delusion strikes again.

[Part Time Investing @PartTimeInvstms]

@SayNoToTrading $KRMN $PLAB $CBRS $QNT $COIN $SHMD Nice shopping day today

[Part Time Investing @PartTimeInvstms]

@AndreasSteno Lol there's 0 chance of hikes. Markets are freaking out as usual.

[Part Time Investing @PartTimeInvstms]

@BolsonaroSP E essa soberania? https://t.co/2YF3wyAt2P

[Part Time Investing @PartTimeInvstms]

@calvinfroedge AI will make soup go away

[Part Time Investing @PartTimeInvstms]

@NuggetCapital @VanIsleInvestor Lolll missiles are flying, strait has been shut for 3 months, and oil can't break $94 😂😂
Imagine what will happen when the aggressions stop. Will we finally hit Cathie Woods $12 target?

[Nugget Capital Partners (NCP) @NuggetCapital]

Barnacles. Operational minimums. Cushing about to be zero. SPR caverns going to collapse. Double digit interest rates from oil spike. Crude quality matters. World bout to run out of jet fuel. Shale about to rollover. Shale about to gas out.

All gonna end is heart break folks.

[Part Time Investing @PartTimeInvstms]

@NuggetCapital Lol true relying on barnacles to justify a price increase seems desperate

[Part Time Investing @PartTimeInvstms]

@pepemoonboy That's a good start. Second question is: how many positions to hold?

[Part Time Investing @PartTimeInvstms]

@Rory_Johnston Only 280 million barrels left to go

[Part Time Investing @PartTimeInvstms]

@PalmerLuckey @markpoloncarz Lol well said. These soft left wing douchebags think the founding fathers were like them..

[Part Time Investing @PartTimeInvstms]

@cekdrew About 16% allocation into critical minerals, about 45 different tickers les go 🚀

[Part Time Investing @PartTimeInvstms]

@calvinfroedge Lol I've said it before, oil will be in the 60's by end of summer.

[Part Time Investing @PartTimeInvstms]

All these talks:
"inventories are reaching rock-bottom and drawdowns cannot continue"
"if the war lasts X more weeks there will be shortages around the world"
"oil will go to $200 once that happens"
are F-ing hilarious.
Do you guys really think you're smarter and better informed then the people calling the shots? LOL

[Part Time Investing @PartTimeInvstms]

🎯

[Nugget Capital Partners (NCP) @NuggetCapital]

@Rory_Johnston My thought remains: the US will soon have more oil then they will be able to shake a stick at. Inventory will be filled with Canadian heavy and Venezuela heavy while the domestic industry plus Alaska ramps up. Oil bulls are in for a world of hurt coming couple years imho.