Mark Johnston

Futures trader with focus on CL, ZN, NG, NQ, ZS, HG

[Mark Johnston @profutures2012]

New $LPTH SCHEDULE 13D/A form for LightPath Technologies. Owner now holds 9.6% of the class. Filing date: 2026-06-04. Recent trade at average price of $2.15 per share. 51 shares converted on June 2, 2026. Total shares: 6,717,376.

[Mark Johnston @profutures2012]

We have lost 2.5 days of cover in 2.5 months?

I'll swallow my pride and admit...

China and US admin have played this masterfully so far

#OOTT

Its all band aids and duct tape and will end... but not just yet

[Yet another commodity guy @tleilax___]

GS on the date of Armageddon.

It has been advanced by a couple of months.

[Mark Johnston @profutures2012]

@fundmyfund Our budget conscious customers are going Fortinet... but they are 2nd tier in capabilities and architecture

In investing order $CSCO $CRWD $FTNT $PANW with Cisco far ahead for next 5 years on total platform sales ability

[Mark Johnston @profutures2012]

@RADHardTech Yea wtf.. thought we could dip and consolidate for a good entry! lol @ best laid plans

[Mark Johnston @profutures2012]

@fundmyfund That they won a deal bigger than he expected and needs the capital asap

He approached North Run and they proposed this instead to kill two birds

Maybe being optimistic... but also seems most logical explanation to me

[Mark Johnston @profutures2012]

@fundmyfund The more I think about it... Sam really didn't seem interested in raising capital... if only there could be a reason.... hmmmmm 🤔🤑🤑🤑

[Mark Johnston @profutures2012]

Well... that's my second wish

We all know how this works

I still have one wish left

[Mark Johnston @profutures2012]

Wish I could say I saw the future... but this is an absolutely perfect set of circumstances for covered call sellers in $LPTH

New buyers that missed this run up now get a second chance... I like

If North Run put out a statement they are done selling absent 50% price increase

[Mark Johnston @profutures2012]

@fundmyfund So confident in this name now... hoping it fails and consolidates a bit lower

[Mark Johnston @profutures2012]

@fundmyfund

[Mark Johnston @profutures2012]

The US and Israel will not take out oil infra... but you bet your ass their neighbors will given the opportunity

#OOTT

For now blockade is working... but Iran might FAFO with their "brothers"

[Mike @BlackScholesMan]

Seems kinda escalatory.

[Mark Johnston @profutures2012]

@fundmyfund @ChairmansLedger I went from 400 to 10k in a few days when a long-term follow recommended me to his followers

Never cared about such things... but it is what it is

[Mark Johnston @profutures2012]

@fundmyfund This is a list for future investment... look up the AGNTCY project... not hyperbole... these will explode

[Mark Johnston @profutures2012]

@fundmyfund I'm at Cisco $csco conference right now

[Mark Johnston @profutures2012]

@fundmyfund So I can buy more with my diamond hands... isn't that how the kids say it?

Bought a bit more below $16 👌

[Parmita Mishra @parmita]

RAS finally getting drugged is one of the great stories in modern biology, and almost nobody outside oncology understands why it's such a big deal.

YOU'LL LEARN SOMETHING AWESOME TODAY.

i am going to keep this as understandable (and simple) as i can.

OPEN THE THREAD.

🧵

[Mark Johnston @profutures2012]

@PharmD_KS Some of the best memories are nights like those

[Mark Johnston @profutures2012]

@ZR1Trader Found the yellowcake

[Mark Johnston @profutures2012]

I do like this take... but will the next US admin or admins have the stones to follow this to the proper end?

Really hard to say

[Michael McNair @michaeljmcnair]

Iran has locked itself into only bad options.

Its leverage was always the ability to close Hormuz. But now that they actually pulled that lever, they’ve made the risk real and incentivized the rest of the world to throw money at workarounds that will eventually degrade that leverage.

According my colleagues recent meetings in Dubai, the UAE, for ex, is building out its crude pipelines and will be able to completely avoid the strait in 24 months for oil exports. Remember nobody building the off ramps has an incentive to advertise this so the public narrative understates the real magnitude and timeline.

So for the US the details of any current deal matter less than people think. The US doesn’t need all of its asks granted in this deal. It just needs a deal that 1) reopens the strait and 2) time.

Time for the GCC to build bypass capacity, rebuild inventories, pull forward shale and other non-Hormuz supply. Time to turn an Iranian closure from a global hostage situation into a manageable disruption.

And as soon as that happens the US can force Iran back to the negotiating table but with a dramatically different leverage position. Today the US can’t destroy Iran’s oil infrastructure bc the repercussions are so high. But once the world has built Hormuz chokepoint workarounds, that price collapses and every option the US has held back becomes a realistic option.

Iran must know this. But the problem is what can they really do about it? Keeping the strait closed might hurt the US and the rest of the world but it does nothing to secure the regime’s long term survival. In fact, it hurts it.

What guarantees can they get that keep that situation from happening?

In other words, Iran can cause pain but they don’t have any options that ensure the regime’s long term survival.