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@100xCompounding Avatar @100xCompounding TheDailyCompounder

TheDailyCompounder posts on X about $val, $ne, $rig, $tdw the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXXX% finance XXXX% stocks XXXX% countries XXXX% automotive brands XXXX% gaming XXXX% currencies XXXX%

Social topic influence $val 15.38%, $ne 12.31%, $rig 10%, $tdw 10%, $nvgs 5.38%, $soc 5.38%, $fph 4.62%, $mt 4.62%, $ifpca 3.85%, val XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @tylerhardt @grumpierbtday @philmickelson @realmostafah @100xcompoundingnotep168731077r5vg84cutmmediumiosutmsourcenotesshareaction @charlieruland @unintendedcons5 @staffpro11 @sedss33321 @hierony69122434 @pravinkaycee @jim999432 @offshoreenergyt @tommydeepwater @jenato2 @carlosmoram @fatalpha @alc2022 @sixsigmacapital

Top assets mentioned Validity (VAL) Noble Corporation (NE) Transocean LTD. (RIG) Tidewater, Inc. (TDW) Sable Offshore Corp. (SOC) ArcelorMittal (MT) Seadrill Limited (SDRL) SPX6900 (SPX) Tesla, Inc. (TSLA) Cleveland-Cliffs, Inc. (CLF) American Eagle Outfitters (AEO) JPMorgan Chase (JPM) Builders FirstSource, Inc. (BLDR) West Fraser Timber Co. Ltd (WFG) Nebius Group N.V. Class A Ordinary Shares (NBIS) Robinhood Markets, Inc. (HOOD) Nucor, Corp. (NUE) Devon Energy Corp (DVN)

Top Social Posts #

Top posts by engagements in the last XX hours

"Large cap stocks are screwed good luck outperforming in the next decade (Ps this IS me) 😂 $SPX $QQQ"
@100xCompounding Avatar @100xCompounding on X 2025-07-28 18:34:41 UTC 3447 followers, XXX engagements

"Can you imagine $RIG once they clean up that balance sheet They still have vessels they can use to secured extra liquidity against. I dont think insolvency is an issue. Potentially some equity will be raised but even with a XX% dilution and an asset value of $13-14 a share the risk reward is extremely high"
@100xCompounding Avatar @100xCompounding on X 2025-07-19 23:06:32 UTC 3444 followers, XXX engagements

"Watching $TSLA report XX% lower expectations of free cash flow and finishing up 3%"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 20:58:13 UTC 3438 followers, XXX engagements

"Right now we are giving away the $VAL thesis for free. (Link in bio) X pages of deep research that covers 1) offshore vs onshore economics 2) history from the last bear market to today and what has changed 3) management quality and capital allocation 4) 7th gen ship specs and why they are worth $1B+ If we replaced that free thesis with ANY other stock which would it be What do you want to see TDC dig into Drop the ticker below"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 00:59:25 UTC 3438 followers, 5692 engagements

"$ACIC The market might not care about this however dont forget this is a business that was on the verge of death and has worked its way back into an increasingly strong position today where it is not just existing but executing on growth strategies and growing its book of business. This is one of if not THE best management team I have ever had the pleasure to work with. Very sharp and they do exactly what they say they are going to do. Next stop is a XX% Debt/Cap"
@100xCompounding Avatar @100xCompounding on X 2025-07-21 22:07:06 UTC 3447 followers, XXX engagements

"$NVGS New piece out on Navigator Gas's most recent fleet additions. In it we break down: 1) Day rates required 2) structure of the deal 3) why they did a JV in the first place 4) extra context on port fees VLGCs vs Navigators fleet and the competitive considerations"
@100xCompounding Avatar @100xCompounding on X 2025-07-21 22:03:10 UTC 3447 followers, XXX engagements

"$NVGS Navigator Gas Spaces business overview + QA"
@100xCompounding Avatar @100xCompounding on X 2025-07-07 23:08:01 UTC 3447 followers, 4090 engagements

"Everything points to a strong set up for floaters in the near / medium term. $NE $VAL $RIG"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 11:09:22 UTC 3438 followers, 2328 engagements

"$CLF Earnings Notes $35/t price increases Q2 Cost Improvement Record Steel shipments Slab contract set to roll off in December of 2025 (HRC is significantly higher priced to due to integrated raw material chain -Slab contract set to roll off in December of 2025 (HRC is significantly higher priced - $XXX HRC vs $XXX slab) $3.2B of secured note capacity released $200M of working capital Capex guide of $600M significantly decreased from the $1B+ in 2022 - capex guide cut from $625M in May SG&A cut to $575M from $600M"
@100xCompounding Avatar @100xCompounding on X 2025-07-21 14:10:15 UTC 3443 followers, XXX engagements

"Yes but the dynamics for tidewater ships are different. Different vessels different day rates different contract structure etc on a $TDW vessel its going to cost $40M to build a Chinese built vessel and $60M to build a European built European spec vessel. We think through the cycle tidewater can do $20-$30 a share of free cash flows"
@100xCompounding Avatar @100xCompounding on X 2025-07-19 23:59:35 UTC 3447 followers, XXX engagements

"$FPH Here is our earnings notes from Five Points conference yesterday. In it we cover: 1) financial results 2) recent acquisition of Hearthstone 3) future prospects for the firm We could not be happier with the results. While our earnings reports and maintenance research is typically behind the pay wall we have made this particular piece free to all. Enjoy and I hope it adds value for you"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 15:36:53 UTC 3439 followers, 1021 engagements

"We see very similar value in $FPH We think a financing and buyback is one way to add significant value and on top of that the cash flows generated from the LA and San Fran developments are going to be substantial"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 16:08:42 UTC 3436 followers, 1417 engagements

"$NVGS enters into a JV to add two new Ammonia fueled LPG transport capable vessels for $84M new build price. We will be writing a brief piece on this in the coming days after I have a chance to connect with Mr.Giveans with Navigator IR. Stay tuned"
@100xCompounding Avatar @100xCompounding on X 2025-07-17 16:49:15 UTC 3443 followers, XXX engagements

"You dont. Its time to sell kidneys and buy offshore services haha Here is a link to the TDC's most recent piece on the opportunity we see in $TDW. We think there is a high probability they generate their market cap in FCF in the next X years and can do $XX in FCF per share in a single year through the cycle"
@100xCompounding Avatar @100xCompounding on X 2025-07-20 22:19:24 UTC 3443 followers, XXX engagements

"$VAL $NE $RIG Industry standard IRRs are XX% approximately. Based on what we estimated new build pricing to be that works out to close to 700K of day rate. For reference at 500K day rate Valaris earnings 1.2B in free cash flows (3B market cap today). There are some cold stacked rigs that can come online but that is a 150-200M price tag to do so and those will not be paid by the rig owners instead those are reimbursed by the NOC/IOC. This cycle is going to be epic. Lots of money will be made for the patient investor investing in offshore energy services in the next decade"
@100xCompounding Avatar @100xCompounding on X 2025-07-19 22:05:45 UTC 3444 followers, 9506 engagements

"$IFP.CA If Interfor was to be fully reimbursed for payment of its softwood lumber duties assuming a full refund that is equal to $446M USD today or $XXXX per share. It is unlikely that they get a XXX% reimbursement and I think the highest I have seen was XX% so lets assume XX% reimbursement to their lumber duties which I would argue is low and is probably more like 40-50%. In a XX% reimbursement scenario that is $134M or $XXXX per share on what is today a $XXXX stock. It isnt a question of if there will be money returning to Interfor it will happen. The question becomes when I would assume by"
@100xCompounding Avatar @100xCompounding on X 2025-06-24 16:32:45 UTC 3446 followers, XXX engagements

"I tried to connect with and collect every email I could to send out the $VAL thesis. I am sure I undoubtedly missed someone who wanted it so I made a landing page to make it more easily accessible to you all. If you want it just click"
@100xCompounding Avatar @100xCompounding on X 2025-07-21 01:15:12 UTC 3438 followers, 1449 engagements

"Earnings season is such a blast. Ill be listening to the calls doing follow ups and posting notes on the businesses tagged this quarter. If theres something you wanted added thats in my sphere of understanding please drop the ticker. $VAL $RIG $NE $SOC $NMM $ACIC $FPH $NVGS $TDW $LXU"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 00:50:55 UTC 3443 followers, 3721 engagements

"This exacerbated by the fact that the industry is cutting capex pushing out capital spend except for deep water / floaters. Very interesting developments in the last few weeks. $VAL $NE $SDRL $RIG"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 12:19:13 UTC 3447 followers, 1775 engagements

"Sable Offshore $SOC Here is our expedited piece following yesterdays tentative ruling. Sable will get its own long form thesis with an approximate release date of July XX 2025 for paid subscribers"
@100xCompounding Avatar @100xCompounding on X 2025-07-18 15:37:58 UTC 3444 followers, 3234 engagements

"$SOC Jim Flores continues to impress After the $AEO shoot and in a shocking turn of events a 4th platform has been installed for Sable called the Sweeney. Jeffries estimates a $XX per share increase to NAV over night. Youre not long enough"
@100xCompounding Avatar @100xCompounding on X 2025-07-24 12:40:51 UTC 3447 followers, 10.6K engagements

"What would you guys rather have a long form write up on $IFP.CA $MT $NVGS $FPH"
@100xCompounding Avatar @100xCompounding on X 2025-07-04 21:51:37 UTC 3438 followers, 2480 engagements

"300+ subs in a weeks time. Thank you for the support Doing stock research and writing these thesis is the work of my life I love it. Appreciate all who have subscribed and follow the account on X. Its been a lot of fun thus far"
@100xCompounding Avatar @100xCompounding on X 2025-07-28 23:36:39 UTC 3447 followers, XXX engagements

"Interfor Corporation $IFP.CA TDC has posted our latest thesis on Interfor Corporation a lumber producer in Canada. The thesis is a 14-page report that lays out: 1) the history of the firm dating back to 1976 2) Changes to the distribution of lumber products over the last decade 3) Supply shortages 4) Demand drivers 5) Balance sheet dynamics and debt deep dive 6) Valuation of the firm and what we think it is worth Enjoy"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 21:30:19 UTC 3439 followers, 1717 engagements

"$VAL $SDRL $RIG $NE Onshore break-even prices were so low for so long that market share was taken from deep water which was driven by 1) economics 2) deep water horizon. Many discount the fact that in 2014 post DWH the offshore market similar to what has happened with nuclear obtained an increasingly poor reputation. That is beginning to change as the collective memory is short but more importantly the economics of offshore projects are simply better than onshore (Shale in the US for example)"
@100xCompounding Avatar @100xCompounding on X 2025-07-08 18:06:25 UTC 3438 followers, 3879 engagements

"$TDW Guys this is XX% of the PSV fleet. Also they want to build those vessels in Brazil What ship building capacity do they have In my research of the country I don't see that they are even a top XX manufacturer of vessels world wide What does all of this mean then It means that this is either all political posturing and will never happen OR the country is going to build out significant amount of new ship building capacity that will: 1) extend lead times for new OSVs (currently X years) 2) be higher cost to accommodate the investment in new ship building capacity. Finally they are making note"
@100xCompounding Avatar @100xCompounding on X 2025-07-10 15:42:27 UTC 3444 followers, 3611 engagements

"@TylerHardt We own a lot of $TDW we think thats a business can can generate $20-$30 a share in free cash flows in a single year"
@100xCompounding Avatar @100xCompounding on X 2025-07-19 23:32:43 UTC 3444 followers, XXX engagements

"$NE Noble wins new contract starting in the fourth quarter of this year"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 10:34:56 UTC 3437 followers, 1567 engagements

"$TDW For the new $250K revolver there are X levels of margin requirement. The agreement is Term SOFR + Margin. The margin increases or decreases based on Total Net Leverage. At the low end less than or equal to 0.50-1.00 the margin is XXXX% and at highest end greater than or equal to XXXX - XXXX the margin is 3.50%. Let the buybacks begin"
@100xCompounding Avatar @100xCompounding on X 2025-07-08 16:35:06 UTC 3447 followers, 1397 engagements

"$SOC Sable piece is under way. Outlined for about XX pages. Sable outside of the investment side of things truly is one of the most interesting businesses Ive ever studied. The legal stuff of the last few years is fun too but this asset base is incredibly interesting to research"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 22:25:46 UTC 3427 followers, 3057 engagements

"A more interesting story is whats going on in Cyprus and the EEZ $VAL $NE $RIG"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 03:22:25 UTC 3438 followers, 1595 engagements

"Maybe its confirmation bias but @TommyDeepwater article on the 26/27 drilling activity is exceptionally well written and useful. Here are a few snips that I liked best. $TDW $NE $VAL $RIG"
@100xCompounding Avatar @100xCompounding on X 2025-07-02 09:05:59 UTC 3438 followers, 7724 engagements

"$IFP.CA $WFG $BLDR $CFP I am pounded the table on the softwood lumber duty assets for lumber producers in Canada for some time now. Tomorrow is a major catalyst for lumber producers as the official rates are set for duties. Two out comes are possible 1) Duty rates are higher 2) Duty Rates are lower If rates are higher than anticipated Interfor's North American production (50% in US South) becomes even more valuable. If rates are lower than expected Canadian production becomes more attractive. Either way it is a catalyst for what I think will be a fairly strong 2H 2025 for lumber"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 14:47:55 UTC 3433 followers, 1279 engagements

"Thanks for sharing We are proud of the work we have done on ArcelorMittal $MT"
@100xCompounding Avatar @100xCompounding on X 2025-07-18 18:33:04 UTC 3447 followers, 1022 engagements

"Check out the spaces on $MT Arcelor Mittal - really interesting play in the steel space - TDC's long form thesis on this came out a few weeks ago and is XX pages of deep research on the nature of the opportunity and can be accessed here:"
@100xCompounding Avatar @100xCompounding on X 2025-07-21 17:26:18 UTC 3434 followers, XXX engagements

"ArcelorMittal Thesis has dropped XX pages of deep research that we think gets the value of the idea across nicely. If you are signed up for the distribution list this is in your inbox NOW Enjoy and reach out with any questions. $MT $CLF $X $NUE"
@100xCompounding Avatar @100xCompounding on X 2025-07-16 15:03:32 UTC 3444 followers, 2066 engagements

"$MT our ArcelorMittal Thesis is out XX pages of deep research that Im proud of. Join me next Monday to hear the full thesis"
@100xCompounding Avatar @100xCompounding on X 2025-07-16 19:02:37 UTC 3444 followers, XXX engagements

"Similar to 1973 with the embargo or 1979 with the fall of the shah they will blame those exogenous events as the why oil prices are higher. The fact of the matter is the inability to meet rising demand with an adequate supply response takes years or underinvestment in to set up that house of cards. It turns out starving an industry of capital that is necessary for human survival and has a natural decline has consequences . #OOTT"
@100xCompounding Avatar @100xCompounding on X 2025-07-27 17:11:45 UTC 3446 followers, 2273 engagements

"26/27 are years we have penciled as highly active for offshore activity. Here is another small signal that we have some more exploration capex coming down the pipe from Galp. This on top of the X successful test wells they drilled in Namibia that are proving fruitful and will need additional spend. $VAL $NE $RIG $SDRL $TDW"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 15:00:04 UTC 3438 followers, XXX engagements

"Seems healthy to me nothing to see here. My professional advice Ignore it $SPX $QQQ"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 21:45:28 UTC 3438 followers, 1224 engagements

"@CharlieRuland Yep and Fph makes that business instantly more valuable that extra $37M co investment to Hearthstone will add a lot of value they can absolutely be a 7-8B AUM in 2-3 years time as management is targeting"
@100xCompounding Avatar @100xCompounding on X 2025-07-26 21:14:38 UTC 3443 followers, XX engagements

"In the most bullish market for oil/oil services you can picture what is Valaris $VAL worth Give me your bullish case"
@100xCompounding Avatar @100xCompounding on X 2025-07-03 22:36:48 UTC 3446 followers, 3357 engagements

"So will $FPH an $800M market cap and $VAL $3B market cap Let that sink in"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 02:24:47 UTC 3438 followers, 3377 engagements

"$VAL $TDW $BORR $RIG $SDRL $NE It will happen slowly and then all at once. The important thing to note is recoveries in depressed/cyclical industries are NOT linear. There will be ups and downs but the direction and duration of the coming cycle is tremendous. The market can ignore these companies for a long time and have but at the end of the day capital follows businesses that demonstrate their latent earnings capabilities. Most of these companies ( $VAL & $TDW) in particular are going to generate their market caps in free cash flows in a 2-3 year period. In that instance the market is"
@100xCompounding Avatar @100xCompounding on X 2025-07-08 19:08:11 UTC 3438 followers, 15.5K engagements

"$TDW drilling strong into 26/27 - FPSOs needed built and drilling needs done. Market still doesnt care $BORR $RIG $VAL $NE"
@100xCompounding Avatar @100xCompounding on X 2025-07-02 18:42:04 UTC 3438 followers, 2312 engagements

"The more I think about Nobles latest contract the more I think it was a great deal for them. $NE contracted a 6G ship for X months at $665K per day ($80M in total) for a rig they had openly discussed scrapping. While I think $VAL is the best choice in the space Noble is probably the best fleet management business in all of offshore drilling today"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 00:51:11 UTC 3437 followers, 6041 engagements

"On The Horizon - See my most recent free article $SOC $NMM $IFP.CA $GSY.CA $NE"
@100xCompounding Avatar @100xCompounding on X 2025-07-17 15:09:43 UTC 3438 followers, 1964 engagements

"@boyer_jeremie $NE is coming out at the end of August we have it in the content schedule. $CENX Ill look more into thank you"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 02:23:43 UTC 3426 followers, XXX engagements

"I am about 1/3 of the way through my upcoming piece on Arcelor Mittal $MT. If you want to read it as well as the rest of the write ups Ive done for 2025 ( $TDW $FPH $ACIC $NVGS $VAL $LXU) as well as all future thesis I come out with (currently XX in the backlog) please repost this like this or DM me with your email and I will add you to my distribution list Side note 6:00PM Central Im doing LIVE Spaces to talk about my newest thesis on Valaris See you there"
@100xCompounding Avatar @100xCompounding on X 2025-07-14 21:01:07 UTC 3447 followers, 2904 engagements

"$SOC The tone has officially changed thank god"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 18:12:14 UTC 3446 followers, 18.4K engagements

"With my piece on Interfor finished Ill be writing up $SOC next starting with Celeron all the way through to where we stand today The Sable piece has an estimated publishing date of July 25th though I am traveling so it might end up being Monday the 28th. Either way keep your eyes open If you want to check out all of what we have coming down the pipe in the coming month check out our free piece linked below"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 02:52:58 UTC 3441 followers, 3039 engagements

"This is a well written piece thank you for sharing Here is our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 00:34:43 UTC 3437 followers, 1735 engagements

"$NVGS For the piece coming out on the new fleet additions Ill be breaking down 1) terms of the deal 2) economics of the JV 3) nuances in operating an ammonia fueled vessel vs a typical commercial vessel. In addition Ill be adding a section on my notes from my conversation happening Monday morning with their head of US ops. Stay tuned"
@100xCompounding Avatar @100xCompounding on X 2025-07-20 15:51:24 UTC 3447 followers, XXX engagements

"See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 00:31:23 UTC 3437 followers, 1499 engagements