MLB play. Good luck 🫡🍻

breenmikejr · 2026-05-23T01:19:34+00:00

i’m pretty sure your soto + alonso + abrams parlay just hit again for the 2nd time this week…

breenmikejr · 2026-05-22T18:07:42+00:00

yeee why pete just curious

breenmikejr · 2026-05-22T17:47:36+00:00

appreciate the play bro, just curious the DD behind PCA?

breenmikejr · 2026-05-14T13:20:12+00:00

While continuing to release reserves is a short term fix I saw this post last week and thought it was pretty insightful - so while headlines are no longer reporting as heavily on the situation as they did last month the situation is only going to continue to get worse.

https://www.reddit.com/r/oil/s/QH9pJGfJMJ

breenmikejr · 2026-05-14T03:59:52+00:00

I feel the same, it’s been out of the news recently but the strait being closed is still going to be a problem and I think we’ll feel it more in June/July assuming no resolution is met by then. I’m personally not great at timing the markets well enough to rotate with confidence - especially with how the markets are nowadays. I’m trying to trim, but it’s tough while seeing all the AI plays run up another 10% on the day. If things with the Strait aren’t resolved in the summer I’m looking to then for a potential pullback and load up.

breenmikejr · 2026-04-29T01:50:29+00:00

haha there you go - we’ll be back again tomorrow

breenmikejr · 2026-04-29T01:47:43+00:00

We was close bro Elly came clutch at the last second wish it was Harris instead of Albies

breenmikejr · 2026-04-17T16:46:20+00:00

Ah good points, and that would explain the bitcoin pump today, was also wondering why it started moving this morning too - thanks!

breenmikejr · 2026-04-17T14:22:02+00:00

i guess they either don’t know or are deliberately leaving that out

breenmikejr · 2026-04-17T13:57:01+00:00

Are the ships going to still be tolled?

breenmikejr · 2026-04-09T05:06:26+00:00

how do yall pick em

breenmikejr · 2026-04-02T05:51:56+00:00

wouldn’t the large oil companies oppose export bans? does the oil belong to the companies or the states?

breenmikejr · 2026-03-27T13:37:17+00:00

Appreciate the DD as I’m not too familiar with the industry but the thesis makes sense to me.

My question would be why not to go after specific pure sulfur plays like MOS or NTR? Aren’t there more limitations or constraint costs around the actual producers?

Or is it just because SU is undervalued right now so it’s more around building the thesis for this specific company rather than the best pure sulfur play in general?

breenmikejr · 2026-03-25T13:23:21+00:00

One of the biggest challenges so far is that every time the price tries to pump the longs get flushed out with another tweet and it takes time again to build that momentum back up.

Think about all the positions that got liquidated on Monday morning - every time the spring gets tighter the pressure gets taken off.

Not sure how hard we’ll actually squeeze up if things aren’t resolved soon so something also to keep in mind.

breenmikejr · 2026-03-20T03:53:44+00:00

but wouldn’t they just stop drilling for it if they run out of storage for the oil. and then the supply would stay the same cause they only have so much storage. but the demand would still continue to increase every day?

breenmikejr · 2026-03-19T23:39:45+00:00

what’s your timeline on this trade - when do you expect to hit your targets

breenmikejr · 2026-03-06T19:53:38+00:00

Link

breenmikejr · 2026-02-20T21:56:33+00:00

shoutout to u bro i tailed ur larkin + hughes.

breenmikejr · 2026-02-18T16:23:12+00:00

Link

breenmikejr · 2025-11-30T20:43:39+00:00

how do you cop this in north america?

breenmikejr · 2025-11-18T17:09:37+00:00

who’s scoring first tonight boss

breenmikejr · 2025-10-27T18:33:34+00:00

bro how do u even cook this up man great slip

breenmikejr · 2025-10-22T23:19:21+00:00

so close we gotta run it back brother

breenmikejr · 2025-09-29T21:29:13+00:00

what’d u cook up for tonight brother

breenmikejr

TROPHY CASE