Hedgewatch (Brevarthan Research) @Hedgewatch1
Founder, Brevarthan Research. Armchair alpha. Frequently wrong. Opinions are not investment advice. Energy and other shorts. Some longs. Do your own research. brevarthanresearch.substack.com Joined March 2020-
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$MSTR...thoughts and prayers...
$MSTR #BTC The launch of Hong Kong based bitcoin etf's will be the knock out punch to $MSTR's #BTC premium, following the US etf launch and halving not delivering the absurd flywheel bull case that retail punters have bought into... reuters.com/business/finan…
Area man who has lied, lied and lied again makes bold prediction...
Area man who has lied, lied and lied again makes bold prediction...
#VCP #Victoriaplc Still no accounts from Hanover Flooring...20 days overdue.... @BondHack
#VCP #Victoriaplc Hanover Flooring's 2023 accounts are a week overdue. I guess this is normal. Anyway the company's buyback programme is currently doing a good job supporting the shares. But presumably running out of levers to pull.
The "pump" is strong in this one today, on the back of a "back of a fag packet" resource update, freighted with contingencies and without any economic considerations. About as deliverable as using nuclear bombs to develop the Canadian oil sands...#PANR $PANR.
The "pump" is strong in this one today, on the back of a "back of a fag packet" resource update, freighted with contingencies and without any economic considerations. About as deliverable as using nuclear bombs to develop the Canadian oil sands...#PANR $PANR.
Am finding the new NYT game Strands extremely addictive. Its added another 5-10 minutes of unproductive time to my day.
I think @elonmusk put out his robotaxi unveil tweet out of pique over the reuters article on the cancelling of the Model 2. Nothing else. The unveil will likely be the equivalent of the AI robot unveil of an actor in a robot catsuit.
A thread about this Tesla fanatic statement: "Well Tesla is trying to do the only FSD system that truly, truly works at scale: camera-only and without a geofence.." My response: "What's Tesla's plan to getting that to market? How do you catch your competitors?" "Just more…
$88e #88energy baggies and $PANR #pantheonresources baggies duking it out on the bulletin boards is like two bald men fighting over a comb.... Mirror mirror on the wall, who has the lowest pressure tight gas condensate field of them all?
$MSTR proving defensive in the #btc downswing because at $150,000+ per bitcoin its a steal...and...reasons...
I guess he got fired as Chief Bridge Rebuilder.
I guess he got fired as Chief Bridge Rebuilder.
So $RH. Riddle me this. Big jump in inventory purchase commitments (>50%) and big fall in year end members (-20%). Big gamble. If it doesn't pay off its going to need a re-cap.
#VCP.L #Victoriaplc Some weird trading going on into quarter end and FY year end (coinciding with Easter break).... unusually high volume presumably along with buybacks...
Judging by the state of our ageing gas infrastructure it will be Cadent (ex British Gas) next needing a handout....the cost of replacing all these ageing gas mains to residential customers is astronomical @BondHack
Judging by the state of our ageing gas infrastructure it will be Cadent (ex British Gas) next needing a handout....the cost of replacing all these ageing gas mains to residential customers is astronomical @BondHack
Comme j'ai dit.
GM. We're short $MSTR and long bitcoin. Report avail at kerr.co/mstr. Crypto trades often get carried away and $MSTR is no exception. The BTC price implied in $MSTR shares is now over $177k, an unjustifiable 2.6x the spot price of BTC. (1/6)
#PANR $PANR #ProtonGreen My Fantasy RNS "Combining the helium resource and expertise at Proton Green, with the world class oil and gas resource base at Pantheon, bound together in a highly synergistic structure with the potential to unlock Alaska helium bla bla bla..."
#PANR $PANR #ProtonGreen My Fantasy RNS "Combining the helium resource and expertise at Proton Green, with the world class oil and gas resource base at Pantheon, bound together in a highly synergistic structure with the potential to unlock Alaska helium bla bla bla..." https://t.co/MzhL80xvlI
$PANR #PANR Another RNS for the record books....no funding secured, lots of diversionary language about gas offtake for a future Alaskan LNG project, and the emergence of a new pump - Helium! Conveniently Exec Chairman Hobbs is also Exec Chairman of an indebted helium co....
$RH Listening to Gary opine about shipping in the Red Sea....
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
RTB 🚀 - AKA Mr Wen @RaisingTheBAR47
15K Followers 898 Following Challenging ShitCo+Ponzi mgmt and Furus on their BS. Not investment advice. I’m an idiot
BRV @willrayvalentin
5K Followers 691 Following Click here to access my exclusive $RIG content! https://t.co/FZ1Q5tc9Bs Parody account. Everything I post is a joke and shouldn’t be taken seriously.
Gary Newman @GaryNTrader
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Robert Smith @BondHack
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Oil Mutt @oilmutt
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(x^λ - 1) / λ; λ �.. @mueblesfeos
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Bastiat @Bastiat677637
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Capital Misallocation @BenBrey
7K Followers 529 Following Founder Deductive Capital, Partner Wall St Beats @streetbeatspro / Ex Fido / Macro, Memes, Money, Music, Philosophy, Complexity, Art, History /🇺🇸 🇵🇹 🇮🇹 🦡
Bl4ck0psCryptoN1nj4 @bl4ck0psn1nj4
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pyYTn9 @tn9_py
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ok @mchinvestment
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Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
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297K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
RTB 🚀 - AKA Mr Wen @RaisingTheBAR47
15K Followers 898 Following Challenging ShitCo+Ponzi mgmt and Furus on their BS. Not investment advice. I’m an idiot
Affan @feynzz
3K Followers 219 Following Chartered Accountant/Trader/Investor. I invest based on fundamentals only. Addicted to Free Cash Flow. Views are my own, DYOR.
Giovanni Staunovo🛢 @staunovo
87K Followers 502 Following Commodity Analyst. #OOTT Views are my own. Tweets/Posts intended for information only. Retweets/Reposts ≠ endorsements.
Jeff Davies, the Ener.. @EnergyCredit1
37K Followers 4K Following EnerWrap. Click here to get daily energy data-driven insights delivered to you inbox for FREE! 👇
Wasteland Capital @ecommerceshares
95K Followers 761 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
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Conks @concodanomics
134K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
Tom Loughrey @TomLoughrey_LFE
8K Followers 1K Following Understanding duration mismatches is the red pill. 17 yr HF PM, analyst, head trader; ex CS, Solly. All products. FLOW big data Energy quantitative fundamentals
EnergyCynic @EnergyCynic
31K Followers 1K Following Energy investor most of career. Not investment advice. RTs not endorsements.
NextWave EFT @NextWaveEFT
10K Followers 180 Following Fundamental analysis in the energy space. Not investment advice.
MuddyWatersResearch @muddywatersre
240K Followers 815 Following Activist short seller, skeptic, First Amendment advocate, foot soldier in the Global War to Defend Truth
Capital Misallocation @BenBrey
7K Followers 529 Following Founder Deductive Capital, Partner Wall St Beats @streetbeatspro / Ex Fido / Macro, Memes, Money, Music, Philosophy, Complexity, Art, History /🇺🇸 🇵🇹 🇮🇹 🦡
Troy Teslike @TroyTeslike
145K Followers 26 Following Tesla Delivery Estimates: Data-driven & free. Early access on Patreon. My average error rate is 1.2% for Tesla's production and 2.7% for deliveries.
Perry Rod @Perryhrod
660 Followers 87 Following From Philosopher 🤔 to Musician 🎸 to Retail degenerate investor 💎🙌 to hedge fund manager ⚡️ 💀 ⚡️ Nothing I share is investment advice
Dr_Gingerballs @Dr_Gingerballs
16K Followers 295 Following Engineer. Researcher. Stonk Enjoyer. Shit poster. I collect data on options and stuff and post it on X.
MidwestHedgie? 🏳�.. @noMidwestHedgie
966 Followers 463 Following Two true things: (1) @MidwestHedgie was nuked by Elon. (2) Hope and resiliency win in the end every time. Namaste. enby. M.D. not investment advice
Tom Holland @holland_tom
327K Followers 1K Following New history of Rome's heyday - Pax - out now! Dinosaur lover. Stonehenge Tunnel hater. A 'leading English cricketer' - The Times. Podcast: @theresthistory
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13K Followers 852 Following Investor - often wrong. Linear thinker - can’t see around corners. Cynical and skeptical. Libertarian leaning. Tar Heel. Trying to be better disciple.
Freddy Brick @RealFreddyBrick
171 Followers 148 Following Co-founder @muddywatersre, Former PM @Oasis_Capital Not Investment Advice RealFreddyBrick at gmail dot com
maninapurpledress @maninapurpledr1
1K Followers 1K Following ALL TWEETS ARE FOR INFORMATIONAL PURPOSES. THIS IS NOT INVESTMENT ADVICE. DO NOT TRADE OFF ANY OF MY INFORMATION
Nick Timiraos @NickTimiraos
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50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Linette Lopez @lopezlinette
51K Followers 3K Following Columnist @businessinsider. 🇩🇴 On Threads with the same handle.
New Constructs @NewConstructs
5K Followers 1K Following See how our research delivers alpha and more: join our AMA webinar: https://t.co/CJhUyE76zd
Teri Buhl @tbuhl
2K Followers 1K Following Investigative Journalist covering High Finance. USC Alum moved East. #FightOn Muckracking TruthTeller. No Tweets can be re-published. Opinions are my own.
buhlreports @buhlreports
2K Followers 264 Following Investigative journalist. Reporting for 9fin & CRB Monitor USC Trojan in NYC. Opinions belong to Teri Buhl. @tbuhl = where I say what I really think
🅰️LB🅰️ @ALBACapMgmt
9K Followers 1K Following PM/Prop trader for 22 yrs | Alum: Tudor/GS/SG | Founder https://t.co/kOPUPt0vEa LS Vol / Macro - *NEW FUND LAUNCHING SOON* | Not Fin. Advice | Be yourself ✌
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126 Followers 280 Following 32 years trading high yield, stressed distressed corporate credit in europe, US and EM. Retired. Views are my own.
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Contrary Research @Contrary_Res
13K Followers 103 Following The best starting point for understanding private tech companies. Powered by @contrary. Subscribe to our newsletter below:
Clark Square Capital @ClarkSquareCap
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Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
NINGI RESEARCH @NingiResearch
5K Followers 315 Following We publish research reports in the public interest. Not investment advice. Our social media manager is dyslexic. Disclaimer: https://t.co/O3NxrXlqpQ
Amy @thatgirltrader
12K Followers 1K Following *THE HAIRDRESSER* Algohack COO • Team Purple Board Member • I have questions • I trade stocks - sometimes terribly • Mostly fire on all syllables. Enjoy!@patrick_oshag @OGIanHollins @RealIanhollins1 and @IanHollinsWhale all have witty insights on the shortselliing market and advance notice of @viceroyresearch reports.
$INTRUM Swed Debt collector- Citi got out of its RCF position $59mn per Bloomberg. Would love to hear thoughts on which hedge fund would want to come in and buy it on a discount
No one is easier to fade in equities than a overconfident macro guy with a British accent. 100% hit rate.
@BradMunchen I find it funnier that virtually none of those price cuts appeared in their gross margins.
@CuriousPejjy I went long when I found out Tesla can use parked cars that have to be plugged in to become the next AWS & they itemized AI in PPE. That 40% drawn-down coupled with negative $2+B of operating cashflow less capex means they are serious.
If this f*cker actually believes this, I cannot be short enough. He just told the biggest bull buy side analyst to eat a bag of sh!t and his car business is dead weight.
Musk: Q1 was a turd. No one wants a go kart with a battery. Others are quitting. We are not. Energy still a ramping bitch. We know it by a right hand of God knowledge. AI training like a slave. New products? F8ck it. Sure we can talk about it. It aint't happening.
$TSLAQ Anyone have a over / under on the number of time Musk says efficiencies in the call?
$TSLA $TWTR
$TSLA is going to $10k/share when it unlocks robotaxis.
Adam Jonas publishes $TSLA notes multiple times a week - the company cuts 10-20% of its workforce and 🦗
I think Drew was blindsided by Elon's Robotaxi tweet. There was likely a heated discussion about what Elon demanded and what Drew could commit to delivering on Aug 8. To continue the charade could expose him to legal liability. So I'll go with your #1 and #4.
@CoverDrive12 My guesses in no particular order: 1. Drew was uncomfortable with the dedicated robotaxi pivot knowing FSD is nowhere close 2. Drew was fall guy for Cybertruck debacle 3. Drew got poached by another firm but has to wait out noncompete 4. Drew didn’t want to go to jail
$10 billion company -60% in a day... congrats to @FuzzyPandaShort on an incredible $GL report
This will continue as more and more wind & solar get jammed into the system. Wind & solar do *not* replace dispatchable thermal generation, they just make them less economical but you still need them. Doing what Germany did just loads the grid with excess capacity -->…
The CPI for electricity is zooming. The first time we saw anything like this was in the wake of the 1973 oil embargo, with electricity prices running higher for the rest of the 1970s. Then we saw it when the "Commodities Super Cycle" busted the middle class into 2008.
So did the CPI number get leaked at 3:10pm yesterday or nah?
@Hedgewatch1 @Rory_Johnston @ArgusMedia Yep. That’s basically what I hinted at.
“Convergence” Since we put this Short MSTR / LOng BTC on & posted it here the spread is up 24%. Still innit to winnit
Michael Saylor is pumping Bitcoin on the media every single day & selling convertible notes to buy more $BTC. So why is he then selling 5000 shares of his $MSTR stock everyday for a cumulative $195m of stock sold YTD? This is almost a $1bn annual run rate fwiw. Let's see what…
@Hedgewatch1 Last 5 days: $MSTR -7.5% $FBTC +2.95%
As Queen Elizabeth II said: "Long live the difference, but long live the Entente Cordiale."
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