#GNRC
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carlquintanilla.bsky.social
Tech booms. The same "can’t be said for co's not levered to AI."

$CAKE (weaker sales)
$CZR (EBITDA miss)
$ETSY (weak EBITDA guide)
$GNRC (miss and guidance cut)
$HRL (neg. EPS warning)
$KHC (rev miss, guidance cut)
$MAS (guidance cut)
$MDLZ (guidance cut)
$PPG (guidance cut)

- Vital Knowledge
October 29, 2025 at 12:41 PM
mikezaccardi.bsky.social
Michigan 60-car pileup. Expect more of the same in the next 10-12 days across the eastern half.
#natgas $UNG $NG_F $GNRC
January 19, 2026 at 7:40 PM
mikezaccardi.bsky.social
.Jim Cantore measuring almost 2" in Central Park #Fern $NG_F $UNG #natgas $GNRC #NYC
January 25, 2026 at 1:21 PM
mikezaccardi.bsky.social
Still 538k power outages.. about 1.5 million people.. #Fern #$GNRC
January 27, 2026 at 10:54 AM
mikezaccardi.bsky.social
Potential devastation to the power grid from TX to Carolinas... $GNRC $XLU... power outage map... Mike Seidel
January 21, 2026 at 2:20 PM
mikezaccardi.bsky.social
Going for 11.3" of NYC snow #natgas $UNG $NG_F $GNRC (through 1 a.m. ET Monday)
January 24, 2026 at 12:05 PM
mikezaccardi.bsky.social
#Fern expecting widespread and extended power outages Mike Seidel $NG_F $UNG #natgas $GNRC
January 22, 2026 at 11:54 AM
mikezaccardi.bsky.social
Snow still to come... @weatherchannel #Fern $NG_F $UNG #natgas $GNRC

Then comes the bitter cold bal-week
January 25, 2026 at 2:06 PM
mikezaccardi.bsky.social
I really missed my calling... storm reporting from @goldencorral Mike Seidel #steak $NG_F $UNG $GNRC #natgas
January 24, 2026 at 12:34 PM
mikezaccardi.bsky.social
-24F afternoon wind chill in Chiberia #natgas $UNG $NG_F $GNRC @pjminterconnect @miso_energy @SPPorg
January 23, 2026 at 9:29 PM
mikezaccardi.bsky.social
89.3% of Nashville proper is without power per @PowerOutage_us (Davidson County)
#Fern $NG_F $UNG #natgas $GNRC
January 25, 2026 at 7:57 PM
mikezaccardi.bsky.social
#natgas curve slightly backwardated #Fern $NG_F $UNG $GNRC Cakal

March gas $3.935
January 25, 2026 at 11:18 PM
mikezaccardi.bsky.social
#natgas $NG_F $UNG major ICE threat... all the way to the east coast... $GNRC
January 21, 2026 at 2:05 PM
mikezaccardi.bsky.social
More than 1 million customers without power.. that's > 2.5 million people #Fern $NG_F $UNG #natgas $GNRC
January 25, 2026 at 7:45 PM
mikezaccardi.bsky.social
A lovely, brutally cold Saturday morning for much of the US population... wind chills below zero the norm #natgas $UNG $NG_F $GNRC
January 24, 2026 at 11:14 AM
mikezaccardi.bsky.social
Took a minute, but $GNRC finally got going yesterday... higher this morning too
January 22, 2026 at 11:40 AM
mikezaccardi.bsky.social
Pushing half a million power outages (likely near 1.5 million people) $UNG $NG_F #natgas $GNRC #Fern
January 25, 2026 at 12:14 PM
mikezaccardi.bsky.social
Boston could be a sneaky winner #Fern #natgas $UNG $NG_F $GNRC @wallsthorizon @weatherchannel
January 23, 2026 at 11:37 AM
mikezaccardi.bsky.social
6F in Dallas Monday morning, 18F Houston #natgas $UNG $NG_F $GNRC @ERCOT_ISO
January 23, 2026 at 1:33 PM
mikezaccardi.bsky.social
"Potentially crippling in spots." Jim Cantore #WildRide @weatherchannel

Planning my trip to Charlotte now. #natgas $UNG $GNRC
January 19, 2026 at 2:26 PM
mikezaccardi.bsky.social
Total snowfall over the next 9 days (excluding the current storm)... could be one clipper after another, producing a few inches at a time, into early March. 18z GFS #natgas $UNG $NG_F $GNRC
February 24, 2026 at 12:03 AM
mikezaccardi.bsky.social
Don't let your guard down, CLT... ice still to come #Fern $NG_F $UNG #natgas $GNRC
January 25, 2026 at 8:22 PM
mikezaccardi.bsky.social
40-50 degrees colder vs 24hrs ago in parts of Texas #Fern
30F colder d/d much of VA #natgas $UNG $NG_F $GNRC
January 24, 2026 at 8:22 PM
mikezaccardi.bsky.social
AccuWeather predicts 4-7 Atlantic hurricanes this year, below the long-term average of 7. $GNRC

Just 5 last year. #ElNino
March 25, 2026 at 12:21 PM
mikezaccardi.bsky.social
Record cold in late January is no joke.. $NG_F $UNG #natgas $GNRC
January 26, 2026 at 1:58 PM