u/Livid-Grocery7942

So the White House published its regulatory agenda Friday. 702 rules on the chopping block, biggest semiannual list ever, claiming $1.5 trillion in savings. I went down a Federal Register rabbit hole this weekend and the picture is more interesting than that.

The catch nobody will mention: most of that $1.5T is already done. About $1.3T of it comes from killing the endangerment finding, which happened back in February. The NEPA environmental review regs got gutted between January and April. Friday's list is mostly a victory lap plus a handful of genuinely new things. The new stuff that matters: DOE proposed on July 2 to permanently end appliance efficiency mandates, and Treasury is writing the rules for R&D expensing and bonus depreciation from the tax bill.

How I ranked these: (1) does a specific rule change hit the actual project or P&L, (2) how much does the stock move per unit of regulatory change (small caps > megacaps), (3) how much already got priced in since the February coal rip.

1. TMQ - purest play I found. The Ambler Road was THE blocker for their entire copper district and the NEPA teardown is exactly what unblocks it. Tiny cap, single asset. The regulation basically is the thesis.

2. NEXT - pre-FID LNG developer, so the stock is basically a permitting option. Faster reviews = faster path to sanctioning the Rio Grande expansion trains. Cheniere already operates and VG is mid-build. NEXT is the one still waiting on paperwork, which is exactly why it has the torque.

3. TLN - merchant power. Every coal and gas retirement that gets delayed keeps their markets tight, and AI load growth is pulling the same direction. Two engines, one stock.

4. HNRG - small cap coal that also owns generation selling into data center demand. The endangerment repeal extends the life of everything they own. Thin float, so it moves hard both ways, fair warning.

5. VST - same thesis as TLN but the version you can actually size. Less juice, way more liquid.

6. BTU / CNR - the most direct mechanism of anything on this list. The endangerment finding was literally the terminal value problem for thermal coal and now it's gone, plus Interior reopened 13M acres of federal land for leasing. Problem is coal already ripped in Feb so a lot of this is priced.

7. WHR - my sleeper. That July 2 appliance rule is the freshest, least priced item in the whole agenda and Whirlpool has been eating compliance and testing costs for years on a stock that's been left for dead. Smallest headline, most unpriced imo.

8. PPTA - opposite logic from TMQ. Permits already in hand, DoD money, antimony angle. Lower torque but way higher odds of actually becoming a mine.

9. GM - billions in emissions compliance costs gone on a truck-heavy lineup, going straight into the buyback. Boring but quantifiable.

10. NAK - Everyone assumes the admin just hands them Pebble. Except their blocker is a Clean Water Act veto, not NEPA, and it gets decided by a judge, not the White House. Oral arguments were June 25, ruling expected later this year. And here's the kicker: Trump's own DOJ defended the veto in court back in February (stock dropped almost 40% around that news). Add a going concern warning and fresh shelf filings, so dilution is coming either way. If the judge vacates the veto it probably moons. If not, it revisits the lows. It's a lottery ticket with a known drawing date. Size it like one.

TLDR: skip NAK unless you like binary court bets. TMQ / NEXT / TLN / HNRG for torque, VST if you want it liquid, WHR as the unpriced sleeper, and fade the HVAC "dereg winners" take.

Not financial advice, I apparently read government documents for fun now and use Claude to help me polish the ideas. Positions: NAK, VST & WHR before this rollout. I will be looking at how things develop to see where to invest my money.

We can tell this is your first time watching football. It’s obvious. Stop crying about the way Paraguay played. What do you think teams were doing to Pele, Cruyff or Maradona back in the day? Go watch the way Nigeria handled Maradona in 94, Paraguay played like a bunch of sissies in comparison. If yall saw the old matchups between Barcelona and any other team back in the 2010s you’d be asking for prison for half of the players because of the way they were going after Messi. Del Horno and Jankulovski would be dragged before congress to testify

Stop crying like little babies as if this is anything new. It only makes it obvious yall have been watching football for 3 weeks and you shouldn’t be chirping. And it’s mostly Americans with bigger mouths than brains, which is not entirely surprising.

If you want to get into football, do it, and then develop some opinions based on

When I look at my account I see settled cash (I made the deposit 2 days ago), but still whenever I try to buy a stock it says available to trade 0. Anyone knows why that is?

I wish the mods would pin this, because I'm getting tired of seeing people complain and panic over the same thing.

If you've done your DD, you understand that this company has always had a single core vision, and it ultimately comes down to the proprietary algorithm. Nobody with realistic expectations believed they were going to get rich overnight. Strong, legitimate companies typically grow slowly and organically. Some people seem to have expected the kind of explosive gains you see in speculative penny stocks from a company that's pursuing a long-term strategy.

At this point, we should all understand that the company's future largely depends on the performance of that algorithm and its ability to consistently outperform the market. Given that, can we agree that no truly meaningful price movement should be expected until the Q3 results are released?

Once we reach that milestone, we'll have a much clearer picture of where the company is headed. If the algorithm performs as advertised, that's a major validation of the thesis. If it doesn't, then the investment case becomes much harder to justify. That's what this all comes down to: the algorithm's performance.

That's also why I believe many of the people panic selling either didn't do their DD or didn't fully understand the investment thesis. If you understood what the company was building and what metrics actually matter, you'd know what events and results to wait for before making a decision.

I’ve been eyeing it a lot. There has to be more to it than it meets the eye.
My biggest indicator that this could be bigger than it is, is that Congresswoman Laurel Lee is a recurring buyer, through ups and downs. She has been invested in it before they even went public and it’s a company that’s located in the same county she used to be a district judge in, so she definitely got in through her networking in the area. If we add that she’s in the committee that overseas FDA regulation, and HURA’s success depends on it, I find it interesting and convenient (although she was not in that committee when she first got into the company).

I got myself a 1000 shares, and just waiting to see where it goes, but something tells me this could go up a lot eventually. Hopium? Magical thinking?