Glow Bro ☢️ @BullSpacman
| Nuclear Energy Enthusiast ☢️ | Sound💰🥈🥇| Equities | Options flow | Commodities linktr.ee/bullspacman Not investment advice Joined July 2020-
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👀 $LEU here for some Spice Melange if the break & backtest ✅️. This could go...nuclear 🥁 Scaled out of some 7/17 $250Cs (+75% 🥳). Will reload or add calls further out on the pullback to the solid blue TL #uranium $CCJ $URA $URNM $DNN $UEC
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$VG 👀 for the 🚩 break & backtest ~6/12-OpEx - 👀 flow for cues on which path we may get take - Have a starter position on the 8/15 $15C (+15%) - May roll out but it's been mostly bullish/no side lately - ER est. + revisions will be 🔑 $LNG $USO $PWRD $UNG $XLE $XLU #OOT #EFT
$VG got me feeling some kind of way rn Ignore the noise; this can 🏃 (smol risk d/t swaps & leverage) 🐂 Case -⏫ Capacity ramp -Vertically integrated -⬆️ FY26 EBITDA est. ~60% - Est. FY26 EPS ~$1.31 = 9.6x fwd P/E (peers ~25x) - Flow mostly🟢 after 6/18 $LNG $GUSH $PWRD
Glow Bro ☢️ retweeted
Really pleased with the $umac move Really unhappy that I only have 100 shares bc my entire thesis was trumps son gonna get sweetheart deal. Next time ill need to allocate more money when betting on corruption
$VG got me feeling some kind of way rn Ignore the noise; this can 🏃 (smol risk d/t swaps & leverage) 🐂 Case -⏫ Capacity ramp -Vertically integrated -⬆️ FY26 EBITDA est. ~60% - Est. FY26 EPS ~$1.31 = 9.6x fwd P/E (peers ~25x) - Flow mostly🟢 after 6/18 $LNG $GUSH $PWRD
$P (Everpure) Missed it by *that much* 🤏 Thematic trade (storage-as-a-service). Little salty about it bouncing "early," but will wait for IV to stabilize before loading $DELL $HPE $IBM $SMCI $NTAP $RBRK
@JBTrades_91 I didn't want to encourage degeneracy, but since you asked lol. Cheap lotto-sized trade ahead of ER Happy to sell for 50% or more if she gives us a moon candle
@urban_farmer10 Hopefully later this summer? Should settle into the new routine by July/Aug. Got some big life updates to share 🤫
$MOS ready for some Spice Melange? 👀 - 🌱 season is upon us - Hormuz = 30% of 🌍 ammonia 🚢 - $MOS has 50% of domestic ammonia req'd 🔒 with $CF till 2032 - Price tied to US LNG ➡️ less volatile - $50-200 mm annual savings based on ammonia/LNG spot $ I'm long Jan '27 $30C
@urban_farmer10 I changed jobs & moved! Life got way too busy to keep up with this manic market lol
@ColeWilcoxCIO @RealDanODowd @elonmusk Get his dick out your mouth ya 🤡
Glow Bro ☢️ retweeted
x10 of my positions hit 52wk highs today: update on multiyear pm shares (regret not buying options) #GOLD $AEM +164.53% $AG +21.28% $B +68.34% $BTG +57.29% $CDE +346.99% $FSM +132.62% $GFI +125.94% $HL +60.10% $KGC +437.27% $NEM +95.45% $PAAS +149.22% $SAND +133.07% $WPM +136.68%
Imagine missing on revenue AND EPS when you're selling things that haven't even been produced yet lol $NVDA is a giant accounting joke propped up by institutions and pension funds $QQQ $SMH $SMCI $ARM $CRWV
$URA gettin the ol' Trump Pump 😜 Let's see if she's got a run to the mid $29s in store over the next ~2 weeks $CCJ $NXE $UUUU $OKLO $CEG #uranium
Someone has been front-running this move by building a position in $FRO $18C for August OpEx 👀 cc @ed_fin
VLCC futures creeping up late in the day. (Sparta)
Glow Bro ☢️ retweeted
I kissed a cask (of nuclear waste) and I liked it.
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