Reddit Posts
+$544K YTD, primarily from futures trading strategies
Has the Fed "put" eliminated the need for bonds in a portfolio? 60/40 NG?
Nasdaq 100 set to shed over $1 trillion as tech selloff deepens; SpaceX slides - Businessday NG
Mobix Labs to Acquire U.S.-Built Drone Manufacturer Vision Aerial, Expanding Into Global Drone and Aerial Intelligence Markets
Blue Origin CEO Says NG will fly again in 2026
Blue Origin's New Glenn just blew up at LC-36 while attempting to Static Fire ahead of NG-4.
$MOBX +39% — defense-chip company pivots into rare earths via LOI
$MOBX +39% — defense-chip company pivots into rare earths via LOI
Trade Idea: United Natural Gas Structural Setup + Catalyst Window
History of US equities, t-bills, treasuries, gold, and international returns
History of US equities, t-bills, treasuries, gold, and international returns
History of US equities, t-bills, treasuries, gold, and international returns
Blue Origin’s New Glenn just launched a NASA Mars mission || private heavy-lift rockets are officially in play
2025 Account Update: Up 27% YTD Selling Futures Options as a Professional Money Manager(My Strategy)
Fuel Cell Rally: Plug Leads, Bloom Dominates, FCEL Has the Most to Catch Up Fueling AI With NG
How can I earn money on a covered call but loose money on the underlying stock?
Nobody talks to me over at wallstreetbets.
Not related at all, got no one to talk to about this so I need your help
Up 12.5% YTD selling strangles W/ zero losses - Here’s my complete approach! Technical & fundamental
$UNG 4 the win. "Planet’s most abnormally cold air to surge into Lower 48 states Severe cold will make for icy NFL games in Kansas City ..."
What are your favorite financial podcasts? These are mine.
$UNG & $BOIL-Record Cold Temperatures:NOAA says so FOR THE MOST U.S. POPULATED States!! S&P's own research corroborates & adds more detail.
Anyone been following Northern Graphite?
Holy F$&K1NG SH#T AMC Just Dropped Off A Cliff
Why Gas Prices Are Climbing and How I'm Positioning Myself for December
देखिये आज Nifty और Sensex के शेर कहां पहुंचे- NewsXpress NG
Is It Time to Invest in Lithium Battery Recyclers?
Are any of these stocks I just bought yesterday good swing trades for the holiday season coming?
The Bear Case for Northrop Grumman ($NOC)
Natural gas price recovery: a tale of two tickers (AR and RRC)
Strategies in the Gas Market: Assessing the Impact of Weather, Production, and Market Sentiment
3 Undervalued Small-cap Stocks With Impressive Upside Potential $E.TO $JOR $TK
The Advantages of Futures Options Trading over Stock Options: I Increased My Profits 4X
The Advantages of Futures Options Trading over Stock Options: I Increased My Profits 4X
Public Trading Operations for Next Week (4.24-4.28):
Public Operations for Next Week (4.17-4.21)
Next week's trading (4.10-4.14) + how to deal with oil production cuts
Next week's public operation (4.3-4.7)
NovaGold Resources Could Fall Sharply If Gold Turns Bearish (NYSE:NG)
Natural Gas Prices will meteorically rise due to Seasonality. Pay attention and watch out
Underdogs acing their game: both in Qatar and the stock market
Boxcar-NG: a Theta harvesting Income Trade [Iron Condor]
I'm bullish on Dominion Energy, would love feedback
Energy is where it's at - Trillion Energy (TCF, TRLEF, Z62-F)
Interview with John Hartmann, Executive Vice President & COO of Bed Bath & Beyond, President of buybuy BABY (21 April 2022)
Vermilion Energy ($VET): The Key to Unlock European Natural Gas
parabolic! NG etf derivatives are going to be liquid asf today
January calls on the NG ETF keep getting spicier this weekend
Trillion Energy - a natural gas play in Turkey/Bulgaria
What would happen to the commodities market if Europe decide to not pay for NG with ruble?
Thermal Coal Thesis: The Abandoned Deep Value Play
Russia confirms Ruble backed by NG, Gold, Oil. Nat Gas etfs are running on the news today
Russia confirms Rouble to be backed by gold, NG and Oil
Basic thesis: We need energy. Help me from here..
Why the recent disconnect between natural gas and oil stocks?
Anyone know something about Natural Gas?
Anyone know something about Natural Gas?
MRO - Huge buybacks upcoming and great Q1 earnings/guidance on May 4th.
What will be the impact on Walmart's share value - if people start boycotting chinese companies over china's continued business with Russia?
Mentions
With competence, and the right team, ai is unnecessary for robotics, but is absolutely a useful tool for automation. I'm running 3 "Ai" barcode&datecode (ocr) scanner on our higher end product lines. the camera,sensors,flash and little ai processing unit fits into a cube smaller than a deck of cards. will filter product in conjunction with an air cylinder powered pusser arm and a quality shoot with 128 different variables, programmed with a laptop and each one can accurately sort NG and OK image with 99% accuracy on over 13,000 pieces a day, and the 1% is false negatives and an operator only has to flip a switch a push a button on the cabinet to re teach when the product changes.
I bought em all in various amounts. They're all doing very well. Also NG, LNG (ticker) is back to yearly highs. Qatar buying US NG boosted.
Precious metals is basically NG on crack with the manipulation
NEXT LNG liquefier. They’re starting to commission the construction on the first train by next year. It’s a good hedge should Middle East or Russian stuff picks back up again too. Hanwha or whatever is heavily invested so waiting out more South Korea crashing until I load up. IMSR for SMR. Their cash pile is like 80% of their market cap rn 😂 solid project delivery stuff too with NG bridging while the SMR is being developed. Might go down to $2 but worth $10 at least if they get good catalyst news on the next rally.
You havent seen anything yet, watch NG towards the close.
Iren will win. Debtweave will go bankrupt and scummious will have their permitting issue blow up their face and the class action lawsuit will clobber them. Iren is renewable with grid connections. NBIS has to run NG generators because they don’t have grid access lol
NG deploying on border with Mexico Apparently cartels got into it with Coast Guard along the Rio Grande lol
Looks like you are a NG trader overall
True, every time a hear about $20 Nat gas I put a short market position on /NG and make money.
> I traded natural gas because it was one of the cheapest commodities out there at the time Dude...the tick value is the same whether NG is $2, $4, or $10. The notional per contract doesn't change. That's day 1 stuff. So you're a gambling retard, basically?
Many of the miners are currently undervalued dramatically. Most are undervalued moderately. CDE, NEM, HL, NG, all good picks. Many, many more. Hope you have big stones. Gonna be a wild ride. And remember GOLD IS BID. It will sell of FIRST during a market correction. If you're not watching bond interest rates, don't even think about touching gold and silver unless you are willing to hold for YEARS. Good luck.
New word of the day: anthropomorphization I knew anthropocentric but fuck dude thanks for that one. Credit Andrew NG X
I’m struggling to initiate NG+5, it’s just too much traveling to locations to roll around while Bosses attack The camera is pretty oppressive too I’ve noticed during longer play sessions I’ve put my foolish ambitions to rest, Tarnished
Batteries are quickly getting cheaper, maintenance is lower, charging infrastructure going in fast easier to do than CNG infra. Remember you can't just pipe in low pressure NG into the truck, needs to get highly compressed with special expensive equipment and storage tanks that take a lot of electricity to operate. MCS charging standard already out for trucks tops out at 3.75 megawatts can charge Tesla semi 10-15 minutes. Truckers mandated to rest anyway could just have a bunch of slower chargers in truck parking lot with a few really fast ones. More efficient to burn NG at modern power plant than pipe, compress and burn in combustion engines. All emissions handled at power plant. Trucks can run off any power source available not just NG. Truck even running off coal or garbage, but of course solar, wind, nuclear better, but flexibility and decoupling of fuel and use of fuel is huge. Might as well continue with diesel and build out electrical infrastructure and new NG power plants, need for data centers anyway so AI can drive the trucks and put everyone out of jobs.
I agree, renewables cant be depended on right now 100% and from what i gather data centers mid term goal is a blend of renewables and nuclear. Thing is battery tech is getting insanely better year after year, from what i gather in a decade 70-80% of data centers could run on renewables/batteries with the remaining nuclear/NG. The end goal for a primary power source is renewables. That said i went down a small rabbit hole. Meta, Google, Nvidia, etc are saying they will spend "x" on nuclear but they actually arent doing much more than reviving current plants. What they are claiming on paper would be the fraction of the amount needed to actually fund a new reactor for the power they need. There is a lot of speculation obviously, but it takes a long as time to build a new reactor and there is a lot of chatter its just PR. Dive down that hole if you got the time, its interesting.
Important aspect: the product indifference mantra is paired with diversifying in uncorrelated assets, or uncorrelated trades and most importantly, bet sizing. This is a portfolio construction topic. If you're short a put in SPY, MES, and XSP at the same delta and expiration, you're doing the same exact trade, regardless of using different products. If you have a gold strangle, one on SPY, on in ZB, a put ratio in NG (LNE option series cause cash settled), you have uncorrelated trades, where you can actually say you make good use of product indifference, cause you are also trading FOP not just options on stocks. The bet sizing topic plays another important role here. Smaller trades allow you ideally to spread your risk better over uncorrelated trades. Your goal here in would be to reduce your volatility drag at a portfolio level. Put in other words, a large percentage drawdown requires a much higher percentage gain, in order to recover from the drawdown.
the juror that voted guilty while the other 11 went NG
LNG doesn’t exist in the wild, discovering a field of it is not a thing. Look up what the acronym means, then wrap your head around it. As far as NG goes, the US does not need theirs as they have plenty of their own. It would be about denying others from obtaining any of Iran’s resources, most notably the proven ones.
LNG? They are the Saudi Arabia of NG. Are you a bot?
NG, Novagold Resources is on 🔥
NG, China will be buying gold tonight
diversify. is best advice. i look for places that are good hedge against inflation. ie BA. or NG. but do not get involved in penny shares. unless you are prepared to lose the lot.
This frog has massive back abs https://www.reddit.com/r/maybemaybemaybe/s/NG41MfgzU3
NG does not require refining... there are no natural gas refineries.
How do? Lockheed and NG have space product lines that are bigger than most space businesses full stop. You can’t dismiss that lol
If all you‘re looking at is launch then ok. Talk again when they manage to scale it properly, NG is flying as much as Neutron right now, while Electron literally is getting a fourth Launch pad because of the huge demand (different classes but point about execution still stands) And I am quite comfortable with my 7$ buy in, thank you. Profitability in '27 will taste good, the market will get it sooner or later But keep talking bs about an industry you clearly don‘t understand, basing everything on launch when that only enables the real TAM… but bigger rocket = better, am I right?
start buying gold miners GDXU GFI ORLA NG SA KGC
Warsh crashing the market on the shittiest argument i've seen [](https://alb.reddit.com/cr?za=VRwnsuVgYq4F8kGEVGN1nYusm6zOcG51Py-QTClrfdSTnyuvEOjDpSYskCLVAExp-n5xlizObBXLCmaM5Mc9nQSjAxp-bb1GKHsR63pXcmDcJlJvv5CQkunA7ia6I3M7ppk-DGEzuTkFMiNcbVqXskTj6pQiyoHHXtL7WfkZtae2rINtHojX0sibRgUKkmtuWOY62-ze7xFwy0sZGPGB7sLvndhJuUm-x2j1YalpNQQpr01Gq-9HfYmJ3IbkSarJjkOU2R1wwA0ETzX18OBJtXJWFcyhOLrgHVk1wGAgocBjzMBONRI7Nq8UuEZPamDzgXRp3Iesn3T6AJo8T42HfYG4Uah4t7eF9T-CoE5SkAmymVdO61Cfq4pEeyL24y1_7DxNXb0DlyzdNLyHIaWnDC_HA3N5WA6B-4mtk-i-pHTQlu-6mc7l37XH60eLNjVZtRJQBDsLXVDaK1yov_PU3aXp_asFiXa1CkOFvSD8TdiILwUO8OMqm-FhMuM3AC-XtriijmefkO1z3iDTEL9EzfY89VBxfGu73wU4glo6YNL_Y0_wEgD-OvPv2OhMvNe8vxnir_1qItzZD-RnhOBBTpv1SIDuaFg3J2gAwMoo2_RdIWB6GsRLXYQvd33agF2NPJwfUvxZgzhpUNWIQTjDO0bdeXFpz3SV2Mgd90h_GWW2keKq2BiPThBUASYdhe6f1-0UG1sWHTW2ScvmhByMgr5C9-pvClYtJrF2ToDgq1pOQUComeVgj04ubAYsa5nri9KrUH13IYFBCPLxPvf5Wmwy5rq_wpIAx2JBmdYqrcb0nB2KAZJWGQini-Rh8EUGvAzA2_5JRx3AxzUrLCKujN8N94F3bDi32SBmzhXRL0zKeSSKeQNWszPnhScU_Qrfu5H9ynvpQLGfSlA4pcpiQPJDUhlePf4dL0AlCBi6Dmchd-rm1z4e6U-EVSwiVpNgI851Ej7xqibTu2JSrQR_lyVT3j4JhPf5zwB4WSg4OSctOHUFBXOVBK0&zp=Jicb2gbWjcjUdLOTVFv7OZN5-mGniemL4uK2zI_2CBiw36Vs-1k1dbTTqa2qvfx70rPvJsGsRgkvkV586Gm_ulKKZKzSMN_dZuiPU8KiilQHHyFvsv8hIpXcRimezl14buQinvNzPK2ebEbhe6mOmLo6sa-3B9vBbgtdEQ-x0MZ7OCr2O3DbFnTy8td3RKa0CGCzj-iK4_2mljdlxyAgEKQqWvViJM7ZEgcdMXN_AOhKxn6kn9SiR8eV9CAVH0IG3kyQdOqtLDKD2NT65j7I2G8qbo8XsDJLcWFPE-eCkbxbwkDMdhH7wboH2gZ7_-Yg4S_-Mbl7sNrLVrKzIF2nCgplwjmG45NG&a=29893&b=26405&be=26332&c=1607&d=22852&e=21885&ea=21896&eb=21862&f=1220&r=6&g=1&i=1784133631961&t=1784133944640&o=1&q=1&h=204&w=732&sh=1080&sw=1920&va=1&vb=0&vc=0&vd=0&ve=0&vg=0&vh=0&vi=0&vs=0&vt=0&vu=0&vv=0&vx=0&vw=0&vq=0&vr=0&vy=0&xe=0&vz=0&xa=0&xf=0&xb=0&vf=0&xc=0)
> small and crowded corner A market they invented, lead, and are still the only company to have the appropriate technology and spectrum to take advantage of. They'll be the only player when the constellation builds out sufficiently for public service next year, and for a long time to come. RKLB's non-launch acquisitions are meaningless unless they can get Neutron to stop following the footsteps of BO NG (unlikely given the glacial pace of development), and also get customer orders for constellations after that. Likely at least 3 years out before we see investments start to pay off. I subscribe to the subreddits of both subs. RKLB runs on sentiment, hopium, groupthink, and unrealistic timelines. Half of them don't know anything besides "stock price go up". ASTS discussions are factual, fundamental, and users are more pessimistic on timelines. There isn't the same meme stock vibe. That said, I bought both during the dip, but I'd be much happier with RKLB under $50 while ASTS is a steal anywhere below $100.
Crazy how much easier it is to transfer data compared to NG
Ive been clamoring for more people to take note of this elsewhere and buy CLNE, but whenever I posted this in WSB, it would get pulled because its market cap is too small. Even though its the only NG company (RNG, no less) that isn't Chevron that has a major CNG/LNG distribution network, which is going to get interesting as more and more trucks convert to CNG. Batteries can do short trips, but you need something more substantial if you're transporting cross-country.
That is exactly the problem, building data centers on the ground is mind bogglingly expensive, and the operating costs are just bonkers Take for example Microsoft/open Ai build out in west Texas (stargate/ Kilby) For a total of 2.7 gigawatt of compute, They are expecting something like 8-12 billion in building and land costs, 2-4 internal infrastructure for HVAC, another 8-10 billion for gas turbines to provide electricity, and 1-2 billion in additional in power lines, water pipes and whatever else to interconnect with the local grid. Then you would have the running costs of facility management, security, and the gas required that comes at fluctuating costs that depend on which middle eastern despot is misbehaving at the time. But just the starting cost is a minimum of $16-25 before you account for the chips themselves and excluding any cost over runs that tends to plague these projects On the other hand, using the 120kw per 2ton satellite, you would need 450 starship launches to deploy 2700 satellites to match the same capacity. Each launch is predict to cost $10 million on reusable ships so $4.5 billion in launch costs, and if the manufacture the satellites at $500k a pop (excluding chips) then you are around the same cost without having to worry about ongoing NG fuel costs and property taxes and what not
You understand VG benefits from these NG spot spreads? Henry Hub vs TTF and Henry Hub vs JKM
I like VG a lot but nervous about it's performance being so closely tied to the European NG price.
I did not know that - when you say "energy" I think oil and natural gas, and when I think NG i think of Amaranth Advisors, lol. Pretty interesting. Sorry to lead you off on a tangent, fun topic though.
NG is easier to deploy, but is constrained. Maybe small turbines are easier to get? But the top suppliers of turbines are sold out for several years.
My great grandfather and grandfather were coal miners south of Pittsburgh and my father a mining engineer (the first in the family to go to college)… the lived in a company town down there. Coal jobs in the US have been declining since about 1920. There is no such thing as “recovery” for the industry because it is barely going to offer any jobs even if they suddenly increase consumption, which isn’t going to happen anyway, since NG is far easier to deploy for small power needs.
How are they going to provide "clean" power? They're currently running large amounts of NG generators.
https://youtu.be/6WEnn81NG-Y?si=PAywjw5LNySwX8eN
Blue Origin NG was the main workhorse for delivering the target Sats this year. NASA just released a statement that they may not be ready to launch again until 2028. Yes, AST BBs are launcher agnostic and they’ve signed multiple partnerships, but that doesn’t really help if launches are all booked until mid next year. They released a statement saying that the next few launches aren’t impacted since they’re not with BO, but most folks already knew that, the problem is the last few bulk launches that needed to go with NG is no longer an option
This actually makes a lot of sense. Do you have any positions in NG yet?
Medium lift will definitely not be saturated. Even if Neutron, F9, NG, and Eclipse are launching, there are plenty of business to go around. Everyone and their mother is launching shit into space.
Crowdstrike don't make enterprise firewalls they make EPP and related software - PA is one of the trusted names but who doesn't have a NG FW now ? More novel zero trust and agent based proxy tools (particularly for cloud first environments plus the decent firewall services on azure and AWS) not sure the future is that bright for PA. Nothing else they do is that useful (their VPN tool keeps getting hit by vulns see Fortinet who had a terrible time with incessant vulns appearing PAs global protect seems to be going the same way).
Fly is less than 10% of RKLB's market cap. They are smaller, and their launch is way less proven, but the market is pricing both things. If fly executes well, this company runs up hard. They've already demonstrated the ability to land on the moon, and the ability to launch a rocket in 24 hours. They are no joke. I have a hard time believing a company with massive, highly credible partnerships including NG is gonna fail.
here is a before > [https://assets.science.nasa.gov/dynamicimage/assets/science/missions/escapade/ESCAPADE-NG2-On-Pad-5.jpg?w=2500&h=1667&fit=clip&crop=faces%2Cfocalpoint](https://assets.science.nasa.gov/dynamicimage/assets/science/missions/escapade/ESCAPADE-NG2-On-Pad-5.jpg?w=2500&h=1667&fit=clip&crop=faces%2Cfocalpoint)
The BO explosion is massive for ASTS. And I say that as a long shareholder. The NG LV was key to the launch strategy and BO has demonstrated they cannot be trusted as a launch provider. Sold 400 shares in overnight trading after hearing the news
I would say the space industry (ASTS, RKLB, etc). Many are shitting on SpaceX but after NG's failure, their MOAT is untouchable. 3T MCap
The fuckers static fired NG-3 WITH BB-7 onboard. Remembering AMOS-6, it was only a matter of time before this happened. I'm more surprised they didn't blow up a few sats with this failure.
Pretty sure the payload is set ahead of the static fire - it was the case with AST’s BB7 satellite on NG3. NG4’s payload is gone.
> Blue Origin had successfully completed its third New Glenn mission (NG-3) in mid-April, launching an AST SpaceMobile BlueBird satellite The absolute gall to frame that mission as a success. A booster failed and they couldn't compensate with the others, so they put the satellite into a uselessly low orbit and called it a day.
"Blue Origin's massive New Glenn rocket suffered an explosion at Launch Complex 36 at Cape Canaveral Space Force Station, Florida. The incident occurred during an engine "hotfire test" for an upcoming mission carrying 48 Amazon Leo broadband satellites. No target launch date for the next mission (NG-4) had been publicly announced prior to the incident.Prior to this incident, Blue Origin had successfully completed its third New Glenn mission (NG-3) in mid-April, launching an AST SpaceMobile BlueBird satellite." ASTS already switched to spaceX guys. This shouldn't affect their stock price.
It's access. Which AST does not own. By definition it's not a commodity. "The market treats all instances of a commodity as essentially identical, regardless of which company or individual produced them" Are F9/NG/VC identical? 1 is grounded while the other one trashed your satellite.
Respect. That is some actual boomer tier WSB wealth right there, not the usual “I turned 5k into 800 bucks” posts we get 😂 Missing the AI giga pump hurts but with 3.5m you’ve already won the game, now you’re just playing NG+ difficulty. MRLN and IMSR are some spicy tickets for a dude already that stacked, love the 10x or 0 mentality when your floor is “still retired by 55.”
They’re transitioning quickly for sure, but they still use primarily coal/oil/NG.
Carney is a liberal but he's also a pragmatist. Given the price of oil and NG right now, Canada is in a great position to take advantage of that. Canada has the world's 3rd largest petroleum reserves.
Biggest issue has been a low adoption of NG engines for trucks, which I think a lot of trucking companies are reconsidering as diesel remains elevated
Agreed. Energy demand is roughly growing at 1% per year and has been growing at that rate for a while. People will scream "but muh AI data centers!" and won't realize that those are constrained not by energy but by chips. Permian drillers still have to *pay* to get NG taken off their hands.
I know there is some trauma and haste towards the company, but I think a pivot is something that should be impressive more than concerning. Many companies don’t have the self awareness to know a path isn’t sustainable. And I honestly think the retrofit hybrid axel still has a place in the market, but the reality is we became the number one oil producer while also having dramatic political shifts as a nation. Even the natural gas truck could provide a different energy mix to trucking which is wonderful for diversifying energy dependence, which would be great for the US as a top NG producer, but other nations especially who are more sensitive to energy disruption. They saw the writing on the wall and put that on the back burner even though it’s a great concept. They can always go back to one or both. The market now is looking for energy mix at the grid level. Some companies are booming with concepts of micro nuclear reactors, but that is a long ways out with demand being more immediate. This is something that can serve as a transition, and also fill a slot for companies who aren’t going to expend capital for a small nuclear plant.
Thank you very much for your reply, appreciate it. Do you perhaps have a specific URL or other way (I'm on ToS) to check the CME spec per contract? I have only find general information on their site. I'm trying to ascertain if ALL of the CL, GC, SI, NG, ZN/B/F, 6J \*options\* are American-style, or if there are some expirations which are in fact European-style. The only ones I've been able to ascertain with certainty are ES and NQ, which are only European on the quarterlies, and I read RTY is only European. It's counterintuitive that this is not easily found published information on CME or the brokerage or anywhere.
Thank you very much for your reply, appreciate it. Do you perhaps have a specific URL or other way (I'm on ToS) to check the CME spec per contract? I have only find general information on their site. I'm trying to ascertain if ALL of the CL, GC, SI, NG, ZN/B/F, 6J \*options\* are American-style, or if there are some expirations which are in fact European-style. The only ones I've been able to ascertain with certainty are ES and NQ, which are only European on the quarterlies, and I read RTY is only European. It's counterintuitive that this is not easily found published information on CME or the brokerage or anywhere.
Thank you very much for your reply, appreciate it. Do you perhaps have a specific URL or other way (I'm on ToS) to check the CME spec per contract? I have only find general information on their site. I'm trying to ascertain if ALL of the CL, GC, SI, NG, ZN/B/F, 6J \*options\* are American-style, or if there are some expirations which are in fact European-style. The only ones I've been able to ascertain with certainty are ES and NQ, which are only European on the quarterlies, and I read RTY is only European.
Not quite true, most CME futures *options* on CL, GC, SI, NG are actually American-style (early exercise possible), while “European-style” is more common in index options like SPX/SPXW. Always check the CME spec per contract. Confusion is normal here.
In all honesty, CME documentation related to exercise style tends to be oddly inconsistent. I had to check this for myself when running derivatives workflows on Runable because certain brokers’/documentation sites’ terminology differs. As far as I recall, the majority of conventional commodity-based futures options (CL/GC/SI/NG) are American-style, whereas the exercise style of index products depends on their expiry terms.
I’m just saying it often gets a slam and 90-70 is a good range for when and if that happens. I’m holding my remains NG shares 👍
Basically, whenever a sell-side analyst or fund manager makes a BUY or SELL recommendation publicly on any media platform, they're recommending BUY. About 90% of them give BUY recommendation about 90% of the time. They do this especially for anything that went up a lot, no matter how absurd the valuation has gotten. Jim Cramer, Dan Ives, [most of the brokerages](https://www.fidelity.com/news/article/international/202605120853RTRSNEWSCOMBINED_KBN3NG1FA-OUSBS_1).
[trump is talking right now, you are welcome](https://www.youtube.com/live/IByVie2qY30?si=H-Vk9UbdthwmR3NG) $cthulhupixi
https://www.youtube.com/live/IByVie2qY30?si=H-Vk9UbdthwmR3NG
Aw fuck, i can't believe i'm down 5% on my 300% 1 YR gain. 
Does anybody want to start an energy trading firm? I figure we can start as a NG pipeline operator and then slowly start trading the energy between the grids and data center on prem production. We can use SPEs to finance the growth off the balance sheet too. Lmk.
Are you asking about the expense of transporting tiny \~1 inch wafers that cost hundreds of dollars apiece? Transport costs are going to be essentially 0 for that.... The electricity costs in Taiwan are a good point. TSMC still report record earnings though, so doesn't seem like it's affecting them that much, but reasonable concern. I believe natural gas costs in the US are actually at record lows... overseas may be an issue, but in the US the price is actually dropping, since NG is produced as a byproduct of making more oil.
Fuel shortage ---> NG shortage with Helium by product (medical grade) ---> fertilizer(s)-----> Famine!!!!
Software at a FA[A]NG
I doubt many use that type of fertilizer. Most of what farmers are worried about are ammonia based fertilizers made from NG. But I'm not an expert. But most grows I assume are organic and using the compost teas from what I've seen.
Discounts on a space stocks but they'll likely depress more before earnings. Pipelines are generally good but I'm still on the fence with ASTS after being burned by the NG3 launch
In the US? Our liquifying capacity is way less than production so arb opportunities are very minimal, plus a slowing economy reduces demand. NG just hit 18 month low, so probably not going high anytime soon
Better than ready NG it during market hours
They can but they never carried that heavy before. That's is why it's risky. What part of risky decisions you don't understand. A safe decision would have let someone's launch a heavy payload with NG first. But asts is desperate. They got no time. Just because they said they can doesn't mean they can. They basically used asts as a dummy sat to test their stage 2. And guess what by the time they launch amazon sat, no problem. They used asts desperation. They failed asts and ASTS still have to go back to them.
Spirit just won the FAA’s Diamond Award of Excellence for aviation maintenance for the eight year in a row. The fleet is well maintained. They also do not have 737NG’s, they have an all Airbus fleet and they’re not even using CFM engines that might be somewhat similar to the 737, so I’m left to think you have no idea what you’re talking about and hate Spirit for the sake of hating Spirit.
As someone who works for a non-competing airline (we do cargo only); Spirit treats their fleet like shit. They deserve every bit of this failure, the reason they are bankrupt isn’t economic reasons outside of their control, it’s because they are genuinely a terribly run company and airline that values minimizing expenditure over things like basic safety and maintenance. Unironically, part of Spirit’s issue was they cheaped the F out on their 737NG engines, which have been nothing but massive maintenance PITAs. That aside, Spirit idiotically continues to pay higher landing fees to secure slots at competitive hubs instead of taking the Ryanair (and other budget airlines) approach of going to cheaper subsidiary airports. Spirit is a tiny ass airline trying to compete toe-to-toe with the bigs, with their *only* draw being the lowest bidder. It’s a shitty business plan that ignores the colossal capital costs of maintaining presence at major hubs like ATL, ORD, DTW, FLL, LAS, DFW, etc. They have been continuously fined over their existence for false advertising, mishandling complaints related to treatment of customers with disabilities, and suffer the highest rate of DOT complaints and violations of any airline currently operating in the US. Other airlines have offered to buy them out on *multiple* occasions (Frontier, JetBlue). Spirit *themselves* are the reason both of these fell apart. The stockholders rejected Frontier’s bid and then Spirit actively fought against JetBlue’s offer. The offers were for $33-$33.50/share - hilarious considering the company’s price was $20-22/share at the time, and dropped to $0.44 before being delisted. Their CEO is currently promising a $6.2B revenue growth *this year* - which is an absolutely insane pipe dream of a number for them.
>Even within google the compensation is quite top-heavy, especially when you factor in stocks. First, by changing the goalpost I take it you concede the main point. Yea, and the invention of Pagerank is also quite top-heavy. These guys went around and offered to sell the entire company for $1m. And not to randos, but actual search experts like Yahoo. They passed, viewing Google as a risky bet with little perceived upside and a high likelihood of failure. When you hold something enormously risky that no one wants and it works out, the payoff is disproportionately large. That's literally how equities work and why America has such an innovative, long tail risk taking engine. Given the state of [Gemini](https://media.licdn.com/dms/image/v2/D4E10AQFbBTVjRRKmpw/image-shrink_800/image-shrink_800/0/1710023941967?e=2147483647&v=beta&t=NG8mS6OHRERs-l_iJvSjAaHKWcpzJIrbcLI8NvEWJZw) during their hiatus they may even be undercompensated. The turnaround has been almost been like Jobs coming back to Apple.
Mod Note - the title is misleading, in that the launch was only partially successful. >*"NG-3 Update: We have confirmed payload separation. AST SpaceMobile has confirmed the satellite has powered on. The payload was placed into an off-nominal orbit. We are currently assessing and will update when we have more detailed information."* \~Source: [Blue Origin X Account ](https://x.com/blueorigin/status/2045860091920896043) Approving because it's related to the stock, but be aware that it wasn't a 100% success.
The U.S. is a net exporter of oil and NG.
NG3 suffered and upper stage anomaly. Initial calculations put the perigee at ~160-170km with a nominal apogee. At that lower altitude the atmosphere is very soupy. Ion thruster dV may not be able to recover. You would likely need to burn for your entire orbit and still may lose altitude. You would also need to do this immediately and there may be many other steps you need to do before starting this. Their ops team is having a busy day right now. I wish them luck. They may possibly recover, but my water is this satellite de-orbits in a few days.
> Blue Origin NG-3 fail : ... The payload was placed into an off-nominal orbit.
I mean disrupt the NG global markets through violence so that countries increase their oil imports from you is pretty terroristic 😂
You need to isolate that variable to make a profitable bet. More than weather impacts the price of NG you could be right on the temperature prediction and still lose money if other factors overpower the weather input.
They will probably do a 5:1 reverse on boil. That fucker is way to low now. I did my 22 -> 40 first run in the fall and the 16 -> 40 2nd run a few months ago & I ain't touching that shit anymore. We produce so much here that losing 20% of the worlds output in Qatar caused NG prices to fall off a cliff. Hard pass on that commodity manipulation BS from now on
NG is down like 40% in the last 2 months. It’s been a total elevator to hell. Great for swing trading though.
Oil and natural gas are very different commodities. We've also been in an NG/LNG surplus for a while and a lot of refineries are upping production to offset the middle east disruption.
From what little I know about NG, it's significantly more abundant than CL and hard to transport, so it's more sensitive to local demand/supply fluctuations. And weather. From what I've looked at on the chart it seems like Spring is typically the worst season of the year for it, the strongest being the extreme seasons Summer and Winter. So yeah, I'd just wait for the inevitable weather event pop and try to get out as close to BE as I can. Personally been thinking about getting long BOIL myself but NG is weird and scary to me. But this is getting to be a 2 year low so...starting to look appealing.
Lol they don't call NG the widowmaker for nothing.
Turmps buddies are pumping the market. 20% of LNG production is offline yet NG is at record multi-year lows. How the f*ck is that happening. I'm not complaining but how the f*ck does that happen? 20% is offline and NG keeps falling.
NG3 currently aiming to launch this Friday 645am EST, should be an interesting time for overnight calls