Simon

Ultrarunner || Software Engineer || Father
Interested in commodity investing and Bitcoin

[FredrikAce @FredrikAce]

The complete list of publicly traded #uranium miners that are ACTUALLY mining uranium right now:

🇰🇿 $KAP Kazatomprom
🇨🇦 $CCJ Cameco
🇳🇦 $PDN Paladin Energy
🇦🇺 $BOE Boss Energy
🇺🇸 $UUUU Energy Fuels
🇺🇸 $UEC Uranium Energy Corp
🇺🇸 $URG Ur-Energy
🇺🇸 $EU enCore Energy
🇲🇼 $LOT Lotus Resources

9 publicly traded uranium producers. That's it.
The rest are developers, explorers, or state-owned.

[marc friedrich @marcfriedrich]

Get ready

[Micro2Macr0 @Micro2Macr0]

Metaplanet is SUPER CLOSE to a break out of a 1 YEAR long downtrend. $MPJPY $MTPLF

[Kacper Piotr Kaminski @Kacper_PK_CH]

AGRICULTURE

One of the most interesting places to be right now. The impact of the energy and fertilizer crisis is just beginning to show up in the prices. Let's hope the conflict ends soon, but even in the case of peace tomorrow the damage is already done.

I'm long, with a core position in $DBA, and I trade individual agricultural commodities as well. We've already been doing quite well in wheat, corn, cotton, soybeans, and soybean oil. As for specific new setups I'm seeing right now, they are rice, sugar, and orange juice.

SHORT-TERM TREND CHANGES SINCE LAST WEEK
• UREA FERTILIZER – UNITED STATES: uptrend ➝ downtrend
• ORANGE JUICE – UNITED STATES: downtrend ➝ sideways
• COFFEE C – UNITED STATES: sideways ➝ downtrend
• SUGAR NO. 11 – UNITED STATES: downtrend ➝ uptrend
• SOYBEAN MEAL – UNITED STATES: downtrend ➝ sideways

MEDIUM-TERM TREND CHANGES SINCE LAST WEEK
• ORANGE JUICE – UNITED STATES: downtrend ➝ sideways
• SUGAR NO. 11 – UNITED STATES: downtrend ➝ sideways
• LUMBER – UNITED STATES: uptrend ➝ sideways

COT CHANGES SINCE LAST WEEK
• NONE

$CT $OJ $KC $SB $CC $LBR $ZW $ZC $ZR $ZS $ZL $ZM $RS $LE $GF $HE

Highlight for the week, shown below. 👇

[Rock Bottom Entries @RockBtmEntries]

Massive move setting up in the world’s #1 phosphate producer.

$MOS

[Rock Bottom Entries @RockBtmEntries]

$CRE.v @CRECORP

One of the cleanest potential lithium multi-bagger setups:

$2.2B USD after-tax NPV (8%) / 65.7% IRR FS
~$470M capex
Trading ~0.03–0.05x NAV
Fully permitted (federal + Québec + mining lease)
Rose West - Blue Sky exploration potential

Has a history of running 10x

[Simon @Simon23258195]

https://t.co/jSTVU8WG1x

[Kaizen @KAIZ3NS]

Ceasefire in April.
Strait of Hormuz opens.
Trump declares victory.
Talks continue.
Sell in may.
Re-escalation.
Strait of hormuz closed again.
Threat of nukes.
Market nukes.
Ground invasion.
China hints to invade Taiwan.
North Korea missile tests.
BTC drops below $50k.
Buy Q3/Q4.
Printer goes brrr.
War ends.
Mid-term elections.
Bull market starts.

[Simon @Simon23258195]

@smart_money Stimmt davon überhaupt irgendwas?

[Tim Hack @realTimHack]

Prediction:
The Strait of Hormuz will be closed, oil will skyrocket to $200+, gold will skyrocket to $10,000+, silver $400-$1000, freight rates will multiply, and suddenly a new Cold War will become a reality. It could happen overnight.

[Simon @Simon23258195]

@marcfriedrich Irre

[Simon @Simon23258195]

@tomeNeinDanke Von einer Grundschullehrenden erwarte ich aber auch, dass sie "das" und "dass" richtig verwenden kann!

[RonnieV @TheRonnieVShow]

3 Big Themes that will CRUSH 2026 all Year:

1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE

2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN

3. Defense / Aerospace
$LMT • $RTX • $NOC • $GD • $LHX • $ONDS
$KTOS • $BA • $HWM • $RCAT • $RKLB

Choose your theme for 2026 👇

[Midas @midascabal]

Nuclear stocks are going to go parabolic in 2026:

$NNE
$OKLO
$SMR
$IMSR

Frontrunning while uranium is at all time high.

[Rick Rule Rhetoric @RickRuleRulz]

Triple Digit #Silver

[Simon @Simon23258195]

@TenbaggerAktien @KochWallStreet Herzlichen Glückwunsch!!
Freut mich für dich! 🙏

[The Long Investor @TheLongInvest]

The market did not factor in $NVO's Wegovy's pill

The market has not factored in $HIMS peptides expansion

The market has not factored in $PYPLs OpenAi partnership

The market did not factor in $UNHs FCF at $240

The market has not factored in that $OSCR will hit its targets WITHOUT the ACA subsidies extended

The market has not factored in $JD's strong fundamentals and Health subsidiary

The market has not factored in $ZETA's Athena capabilities...tho they are getting there.

The market has not factored in $GRAB's dominance in South East Asia and their merger with GoTo.

Charts tell us where to buy but our Due Diligence gives us the edge.

[Mariusz Skonieczny @ClassicValueInv]

My top picks for 2026 and beyond
1. Aduro Clean Tech $ADUR: Monopoly on Plastic Recycling (Upside 50x to 100x)
2. Oroco Resource $OCO $ORRCF: Copper, NPV $5 billion (current metal prices), MC $100 million (Upside 20x)
3. Rocket Doctor AI: $AIDR $AIRDF Healthcare AI (Upside 20x - 50x)
4. Leviathan Metals: $LVX $LVXFF Tier 1 Copper Exploration Asset (Upside 10x to 100x)
5. Leef Brands: $LEEF $LEEEF Cannabis (Upside 10x to who knows)
6. Goat Industries $GOAT $BGTTF Sports Betting (Upside 20x to 50x)
7. Plurilock Security $PLUR $PLCKF Cyber Security (Upside 10x to 30x if not acquired)
8. Charbone Hydrogen $CH $CHHYF Green Hydrogen (Upside: Big, hard to quantify)

[Patient Investor @patientinvestor]

Stocks That Will Benefit from the Venezuela Situation:

1. Integrated producers:
Chevron $CVX
Exxon $XOM

2. Refiners:
Valero $VLO
Phillips 66 $PSX
Marathon Petroleum $MPC

3. Oil Tankers:
Frontline $FRO
Scorpio Tankers $STNG
Nordic American Tankers $NAT

[Bricktop_NAFO @Bricktop_NAFO]

American TV is fucking wild.