Soda Mann

Tank fly boss, walk jam nitty gritty. You’re listening to the boy from the big bad city. This is Jam Hot…….

[Soda Mann @sodamann]

@DonDurrett @1911goldcorp Doesn't seem to be a wording tidy-up: seems like a regulator-forced retraction with an explicit admission that the current technical report is non-compliant. No amended, compliant technical report has been filed yet. Happy to be corrected-I am invested & a little concerned is all

[Soda Mann @sodamann]

@DonDurrett @1911goldcorp But what about the fact that 1911 had to retract the February 2026 PEA figures because they were deemed to be misleading. Does that not shake your confidence in the transparency of this stock?

[Soda Mann @sodamann]

@DonDurrett @1911goldcorp The July 2 release: 1911 stated: 'the Company retracts these prior statements' & 'the technical report currently filed on SEDAR+ does not comply with NI 43-101... the PEA should not be relied on until it has been verified and supported by an amended technical report.'

[Soda Mann @sodamann]

@studyofcycles @LarsCycles @investing_dr @cyclesresearch7 I missed this event. Is there any way to access recordings of the speakers at this event ? Many thanks

[SasoEquity @saso_capital]

Space stocks are getting absolutely crushed 😬

Most of these names are down 30-60%+ from their 52-week highs.

With $SPCX now public after its massive IPO, will we see capital rotate back into the smaller space plays?

Or has SpaceX changed the sector forever?

[Soda Mann @sodamann]

@CKCapitalxx Substack is my absolutely favourite platform

[Soda Mann @sodamann]

@cobraalerts Trade

[Soda Mann @sodamann]

@TKL_Adam @KobeissiLetter Also, if they raise rates, they risk the private credit problem worsening and potential for contamination (more cockroaches appearing)

[Soda Mann @sodamann]

@FrankCurzio Could some of the capital flows out be to buy gold?

[Soda Mann @sodamann]

@FrankCurzio Easy to say but communication with sareholders has been woeful (especially when there has been no vote on the decision).

You can see why holders may have thought the worst

[Soda Mann @sodamann]

@FrankCurzio Johan explained the financing advantages.
I’m unclear about:
1) Commercial terms (what does DGXX pay USDC to manufacture and deploy ARMS pods at DGXX’s own sites?)
2) Why voting control was separated from economic ownership
3) If future dilution will just be to the USDC portion

[Soda Mann @sodamann]

@TheLongInvest Think the lows will continue for months as we enter this crypto winter cycle. Think time to buy is still several months away and we may see further lows

This video gives a nice explanation of the patterns :

https://t.co/KGNrUBXNqP

[The Kobeissi Letter @KobeissiLetter]

Is the US manufacturing downturn bottoming out?

ISM Manufacturing PMI jumped +4.7 points in January, to 52.6, its highest since August 2022.

This marks the first monthly expansion in 12 months.

New orders surged +9.7 points, to 57.1, the highest since February 2022, suggesting more resilience ahead.

Furthermore, the backlog of orders rose +5.8 points, to 51.6, the highest since August 2022.

The employment index increased +3.3 points, to 48.1, the highest since January 2025, but remained in contraction for the 12th consecutive month.

Meanwhile, prices paid increased +0.5 points, to 59.0, significantly below the June peak of 69.7.

The manufacturing sector finally appears to be rebounding.

[Don Durrett - goldstockdata.com @DonDurrett]

😳

[kristen shaughnessy @kshaughnessy2]

The Comex doesn’t have the silver.

The shorts are stuck and “running out of bullets”

“…What’s going to happen is a cash settlement only.

Not an actual (physical silver) delivery.

When that happens, that’s effectively saying the Comex has FAILED what it is actually obligated to do.

That a futures contract is not a contract at all.

It’s a cash settled BOGUS contract….”

@Hamnakedshorts @FlyEaglesFly529 @BAMinvestor
Good find @MetaMan1111

[Soda Mann @sodamann]

@Ashton_1nvests Look at silver go! Gold, Palladium and Platinum next

[Soda Mann @sodamann]

@Ashton_1nvests Keep your eyes on ishares Silver / Gold/ Palladium / Platinum; Andean Precious Metals; Silvercorps; Vizsla Silver; IAMGOLD; AbraSilver; Aris Mining;

[Soda Mann @sodamann]

@Ashton_1nvests DGXX

[Soda Mann @sodamann]

@Ashton_1nvests Axon