Posted by Soldtoosoon on 20th of Apr 2026 at 11:04 pm
Linde’s prospects improve because the closure removes a massive
amount of competitive supply from the global market.
Supply Scarcity: Roughly
one-third of globally traded fertilizer(primarily
nitrogen-based urea and ammonia) and nearly
40%
of global nitrogen tradepasses through the Strait of
Hormuz.
Removal of Low-Cost Rivals: A closure effectively strands
massive production hubs in Qatar, Saudi Arabia, and Iran, which
typically export over 15 million metric tons of nitrogen products
annually.
Pricing Power: With global nitrogen availability
tightening, Linde can leverage its diverse, localized production
network to meet demand at significantly higher price points.
Posted by Soldtoosoon on 9th of Apr 2026 at 10:47 am
Good discussion and nice writing! Probability of Iran
agreeing to what Trump demands is very low. chances are good that
there will be a boots on the ground kinetic event in the next two
weeks.
The community is delayed by three days for non registered users.
Good stuff! Thanks!
DXYZ hell yeah baby!! one of my proxy SpaceX holdings
Posted by Soldtoosoon on 8th of May 2026 at 12:17 pm
Good stuff! Thanks!
What's first target to take
DXYZ hell yeah baby!! one of my proxy SpaceX holdings
Posted by Soldtoosoon on 8th of May 2026 at 11:44 am
What's first target to take profit Boss?
NUKZ, one more uranium/nuclear ETF
Posted by Soldtoosoon on 7th of May 2026 at 12:27 am
NUKZ, one more uranium/nuclear ETF play, broke out today on weekly
LIFFF weekly, inverse H&S breakout,
Posted by Soldtoosoon on 3rd of May 2026 at 02:06 am
LIFFF weekly, inverse H&S breakout, back test, now a pennant
NIKL weekly
Posted by Soldtoosoon on 3rd of May 2026 at 02:02 am
NIKL weekly
PR breakout
Posted by Soldtoosoon on 3rd of May 2026 at 01:52 am
PR breakout
LIN's prospects as a nitrogen producer better with Strait of Hormuz closure
Posted by Soldtoosoon on 20th of Apr 2026 at 11:04 pm
Linde’s prospects improve because the closure removes a massive amount of competitive supply from the global market.
A few cup and handle
Posted by Soldtoosoon on 19th of Apr 2026 at 12:06 pm
A few cup and handle in this group, big minining
Me third!
XLE, XOM
Posted by Soldtoosoon on 13th of Apr 2026 at 12:41 pm
Me third!
TAGS at 50 MA. WEAT
Posted by Soldtoosoon on 9th of Apr 2026 at 11:57 am
TAGS at 50 MA. WEAT below 50 MA
Good discussion and nice writing!
If Trump gets full denuclearization — stockpile surrendered, Natanz and ...
Posted by Soldtoosoon on 9th of Apr 2026 at 10:47 am
Good discussion and nice writing! Probability of Iran agreeing to what Trump demands is very low. chances are good that there will be a boots on the ground kinetic event in the next two weeks.
Call me dense, so short
Demark 13 on QQQ
Posted by Soldtoosoon on 26th of Mar 2026 at 07:11 pm
Call me dense, so short SSO?
QCOM showing positive divergence on
Posted by Soldtoosoon on 15th of Mar 2026 at 12:38 pm
QCOM showing positive divergence on MACD and RSI
It's a part of natural
Layoffs. Not official yet,( and hopefully way overstated), but even ...
Posted by Soldtoosoon on 14th of Mar 2026 at 01:10 pm
It's a part of natural cycle of history. Que up Industrial Revolution, which was the catalyst for the birth of communism.
ASPI, falling wedge with MACD
Posted by Soldtoosoon on 10th of Mar 2026 at 01:07 pm
ASPI, falling wedge with MACD divergence
AG weekly, bounced off of
Posted by Soldtoosoon on 9th of Mar 2026 at 12:31 pm
AG weekly, bounced off of 10 weeks MA
ADBE forward PE is 11.15,
Software Sector
Posted by Soldtoosoon on 2nd of Mar 2026 at 09:16 pm
ADBE forward PE is 11.15, for those who are into the fundamentals. It's now a value stock!
Silver on Shanghai exchange
Posted by Soldtoosoon on 1st of Mar 2026 at 11:19 pm
currently trading at $105 to $107 per oz
Lynas mines yttrium, an Australian
Yttrium shortage
Posted by Soldtoosoon on 26th of Feb 2026 at 11:34 am
Lynas mines yttrium, an Australian company
USAS
Posted by Soldtoosoon on 21st of Feb 2026 at 02:03 am
Here's a gold/silver miner with a long term base.