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Friday, January 23, 2026

Winter Storm Fear Porn Drives Natural Gas Squeeze; Intel Earnings Land With A Thud

Never pass up a good opportunity to drive a short squeeze in natural gas during a crippling ice storm. Prepare to be locked down again: This time not by a lab created virus, but by yet another 100 year stormWas winter storm "Fern" geoengineered? I don't have time to go down that rabbit hole right now, but it's food for thought, with all the government insider trading that's still going on. Beijing creates snow storms openly- big deal. US whistle-blowers get "conspiracy theorist" labels, and shadow-bans. Meanwhile, derivatives traders cash in on weather whiplash.  

Introduction to Weather Derivatives cmegroup.com [link] 

Figure that Fox Business  doubles as a weather fear-porn hybrid. Blatantly hyping  "power grid pressure", where there is none. Who's the tin foil wearing conspiracy clown now?! 

Winter Storm Fear Porn Drives Natural Gas 

Would You Would Prefer Some Boring Math? 
 
Enter Grok/AI stats: "Natgas futures up 75%+ in days (from ~$3 to highs near $5.66, settling ~$4.99–$5.00 after some profit-taking), biggest weekly gain since 2022. $UNG gapped to 2026 highs on monster volume."
I called the setup early on and have the tweets to prove it - review my X timeline @3xtraders  
Yesterday's Pullback Was Textbook:

@3xtraders eats trolls for breakfast: 


This one this morning calling my hype callout "fearporn"
Moving on to $INTC Intel: Earnings landed with a thud. Q4 revenue beat ($13.7B vs. $13.4B), but Q1 guidance bombed (revenue $11.7–$12.7B midpoint miss, EPS break-even vs. 5¢). Stock tanked 13% AH

 CNBC's Gene Munster called it: "$INTC at its most basic level, a meme stock." And that's exactly what it is—hyped on CHIPS Act and Stargate dreams, but lagging AI execution.
Don't worry, they must keep semis propped. I knew right where to look: $AMD rotation already kicking in pre-market. Prop markets much? 


Hold onto your wallets, because propping markets has become a national security issue, and AI bailouts are next. Taxpayer dollars to the rescue in the name of "winning the race." More in the upcoming blog series on "Semiconductors: The AI Elephant In The Room."

In the meantime, NYC's expected to remain paralyzed into Monday (up to 16 inches snow/ice mix, travel chaos, power outage risks per forecasts), and with Davos wrapping up today (half-day session, early flights), don't expect much selling pressure. Markets might feel like another 3-day weekend.
Take care out there—use the high-perf salt on your driveway... pro tip.No positions disclosed. Trade at your own risk.[End] 



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