Vote the pro-peace ticket. Vote Trump-Vance 🇺🇸

$RKLB

PR for the $DVN $CTRA merger doesn't mention the Marcellus once...wonder if that's going to be sold off?

Kimmeridge calling for "portfolio rationalization and a renewed focus on the Delaware basin.". They were critical of $CTRA Marcellus assets in the Nov letter to the board. $EXE should be offering to acquire the Marcellus assets from the $DVN $CTRA merged company

$GOOGL spending $180 billion on capex in 2026...all the data center and power stocks still have room to run, even after this pull back. $NBIS $TLN $TGEN

Big natural gas news! Working stocks fell 360 Bcf in the Lower 48 for week ending Jan 30, 2026, amid Winter Storm Fern. That's the largest weekly net withdrawal in Weekly Natural Gas Storage Report history. #TodayInEnergy #naturalgas bit.ly/3MrWuzJ

Football just ended, so… #YANKSonYES ⚾️

$NBIS is set to generate value from the AI economy, well beyond GPU clusters. It's primary goal of inserting itself higher up the value chain through enterprise AI cloud services separate it from other cold metal neocloud players. Most will struggle to maintain margins, as

Venture Global and Hanwha Aerospace announced the execution of a new Sales and Purchase Agreement for 1.5 MTPA of U.S. LNG from Venture Global for 20 years. This agreement brings Venture Global’s long-term contracted portfolio to over 46 MTPA, and is the company's first SPA with

A security source now tells Channel 14 that "indications are strengthening that Ayatollah Khamenei was eliminated in the opening strike."

Over 900 air strikes have been conducted by the US 🇺🇸 against Iran 🇮🇷 If 10% of those missiles that US launched in the past 15 hours were sent to Ukraine, Russia wouldn’t have missile or drone factories But Israel and the Middle East come first, Ukraine 🇺🇦 comes last for the US

At this hour, 45 years ago, the great Bobby Sands begins his Hunger Strike. RIP “I am standing on the threshold of another trembling world. May God have mercy on my soul.”

$VG

$VG

Bullish quotes from the Nebius CEO & CRO at the Morgan Stanley TMT Conference $NBIS 1. Scale from zero to near-gigawatt in 18 months: "We started with 24, 25 megawatts 18 months ago. Today we're running 10 times of that, almost. It will be almost a gigawatt of active power this

Well well well... BlackRock marked a private credit loan at 100 cents on the dollar in Q3. By Q4, it was a big fat ZERO. Not 80. Not 50. ZERO. In 3 months. This is the second time $TCPC has done this recently. Renovo went from par to zero in November. But sure...the marks are

I’m back 💙

$NBIS boom! Nvidia to invest $2B in Nebius as part of strategic partnership

$VG $LNG

$VG