Here to give my opinion, like it or not?
deep inside the earth's crust
Joined February 2017
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Dave Bigrig retweeted
CORRECTED!!! API Inventory Moves 11/10
THESE ARE THE CORRECTED FIGURES, thank you @Rory_Johnston
Crude +9.0 million
Gasoline +4k revised again
Distillates +1.5 million
Cushing +182,000
#oott #crudeoil #gasoline #distillates
Dave Bigrig retweeted
The Fed isn't going to hike 50 bps next month. Today's upside surprise to CPI is the ultimate backward-looking data point. Oil prices are down 26% from last month and we know from earlier this year that oil price spikes bleed into core CPI. This is noise.
robinjbrooks.substack.com/p/…
Dave Bigrig retweeted
I hope you're paying attention.
This is a generational buying opportunity in precious metals.
Dave Bigrig retweeted
Forecast of deep winter in Europe and North America by Nov 24. #natgas
some at the horizon....#winter #europe #denniswinterindex late month .....HP over Greenland -Scandiland into Ural
Dave Bigrig retweeted
LNG export demand topped 20 BCF/d for the first time yesterday, a new all-time high. Per today’s early-cycle data, volumes will remain above 20 BCF/d, up +2.0 BCF/d vs last year. #Natgas
Dave Bigrig retweeted
CapEx in the US is skyrocketing:
The value of US nondefense capital goods shipments, excluding aircraft, jumped +11.6% YoY in September, reaching a record $86 billion.
This marks the fastest annual growth rate since July 2021.
Even more impressive, shipments have risen at a 3-month annualized rate of +16.5%, the strongest pace since 2011, excluding the pandemic recovery.
Since October 2024, shipments have increased by +$12 billion, or +16.5%.
Much of this momentum is being fueled by the AI investment boom.
Orders for computers, servers, storage devices, and related equipment have surged +27% YoY, the largest annual increase since January 1997.
The AI infrastructure buildout is beyond massive.
Dave Bigrig retweeted
TSMC has pushed back on a report that it is exploring 3D DRAM memory production at Nvidia's request, saying it is a pure-play logic foundry and plans to stay one, according to Tom's Hardware.
Dave Bigrig retweeted
3X leveraged semiconductor ETF SOXL saw $2.2B inflow on Friday driven by a surge in retail dip buying
The second highest and just $17M shy of record set 3 weeks ago
#MacroEdge
I remain very bullish atm
While #natgas production & LNG exports have both registered gains over the past month, largely cancelling each other out, the big winner in my opinion, has been the outperformance of powerburn, which has flown a bit under the radar. Over the past week, I calculate that powerburn has averaged a huge 34.7 BCF/d, up +5.7 BCF/d vs 2025.
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Dave Bigrig retweeted
$DNN
$DNN is printing a bullish kicker right at the apex of its falling wedge, with buyers abruptly taking control after the prior selling as the narrowing range squeezes price between falling support and resistance.
We are on breakout watch next week, but still need price to clear the wedge.
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See it all at goldeneyeanalysis.com
Come check us out on Discord and start your free trial, see what we're all about firsthand: discord.com/invite/e4PEY2UcE…
#URANIUM #NUCLEAR $URNJ $UEC $NXE $UUUU $LEU $UROY $EU $NLR $SRUUF $BWXT $NNE $OKLO $CCJ $URA
ALT DNN daily bullish kicker at falling wedge apex, breakout watch
ALT Bullish kicker: abrupt shift from sellers to buyers
ALT Falling wedge narrowing into the apex with breakout watch
Dave Bigrig retweeted
🇪🇺”Europe is pulling gas out of storage in early November at a blistering pace despite relatively mild weather. Watch those LNG imports.” 👀
Europe is pulling gas out of storage in early November at a blistering pace despite relatively mild weather. Two years ago, a similar draw occurred this early in the season, but stocks were 25 Bcm higher than they are today. Watch those LNG imports. @ColumbiaUEnergy
All they ever do is spread lies n conspiracy theories, the pandemic and the vaccines are over get a life 🤣🤣🤣
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Dave Bigrig retweeted
Citigroup CEO Jane Fraser says she does not think this correction will run deeper or longer
"I don't think so. I think it's probably time for a market correction at some point"
"This is action taken by the hedge funds to de-risk"
"The demand behind AI is real... the genie is not getting put back in the bottle here"
Fraser said institutions and retail have been quieter than hedge funds in the unwind, and that AI demand is not going away in the next few years ($C $QQQ $NVDA)
When the CEO of one of the biggest banks on Wall Street says the correction should not run deeper, that is the tape talking through a bullhorn
via @CNBC, featuring @Citi
Dave Bigrig retweeted
The United States coordinated this action closely with Canada, including Canada’s financial intelligence unit, FINTRAC. It reflects our shared commitment to protecting the North American financial system from abuse. Several of the designated businesses also laundered proceeds from drug trafficking, which shows how the same illicit networks serve both Iran and criminal organizations that threaten the safety of our communities. We will keep working with Canada and other international partners to expose these networks, shut them down, and make sure no country becomes a refuge for people who finance terrorism and evade sanctions.
state.gov/releases/office-of…
Dave Bigrig retweeted
BREAKING: US imports of computers, computer accessories, and semiconductors surged +$12.1 billion in September, to a record $86.9 billion.
This marks the 2nd-largest monthly increase in history, following the record +$14.7 billion increase in July 2026.
Since the start of 2024, imports of computers, computer accessories, and semiconductors have more than quadrupled.
YoY, these imports rose +151%, the largest YoY increase on record, compared with peak annual growth of just +34% during the 2000 Dot-Com Boom.
Based on September's figures, these imports are now running at an annualized rate above $1.0 trillion for the first time.
US demand for technology hardware is exploding.
Dave Bigrig retweeted
SpaceX revenue this quarter alone will be substantially higher than NASA’s entire annual budget!
Dave Bigrig retweeted
New majority's top priority: repealing tariffs on Canada. wsj.com/politics/elections/d…
Dave Bigrig retweeted
🇳🇴 A fire just shut a Norwegian gas platform.
Equinor stopped production at Visund in the North Sea on Wednesday after a fire in an electrical system.
The fire is out.
70 to 80 of the 128 people on board were moved to nearby platforms.
Nobody is reported hurt.
“Too early to say when production can restart,” Equinor says, because repairs are needed.
Visund mostly produces gas, and its gas goes to Europe.
The timing is bad.
Germany’s storage is at a record low of about 62%, Norway is Europe’s biggest pipeline supplier, and European gas just fell 18% in 3 days on peace hopes.
Every outage in the North Sea now lands on a market with almost no buffer.
source:Reuters
