I don’t buy stories. I buy cash flows, balance sheets, and mispriced assets. | Yes, I am allergic to bubbles. $SIRI $JD $NE $LULU $MOH $PGR $POOL $PDD $FNMA
Cite asCryptoQuant has tracked the directional calls on MOS by @longriverCM on X since Aug 2026: not yet scored on MOS (as of Nov 11, 2026).
Other assets covered (17)
1 MOS call on record, a thin history.
Relative view by default: fewer than 30 MOS calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @longriverCM to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$MOS The bull case is real: strong potash assets, constrained global supply, lower input costs, and potential Brazil savings. But the financials still matter. Debt-like obligations are there. Brazil remains deeply challenged. There are still significant capital requirements. I own MOS but I am not interested in adding more at current price point. Onto the next one.
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