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@DustinsDollars Avatar @DustinsDollars Dustin

Dustin posts on X about $vg, $next, $vgs, mortgage rate the most. They currently have XXX followers and XX 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: XXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XX% social networks X% technology brands X% celebrities X% cryptocurrencies X%

Social topic influence $vg #10, $next #3, $vgs 8%, mortgage rate 4%, if you 4%, at least 4%, youtube 4%, live on 4%, 6 months 4%, $tell X%

Top accounts mentioned or mentioned by @essencefbitcoin @rrraaaeee7 @bowtieddetektiv @deepvaluebagger @vanguardgroup @ethan0502 @realmattmoney @charlesschwab @randys321 @roaringragnar @zynxbtc @michaeljburry @fortune @bloomberg @shaletier7 @juliantrev78186 @tylermacro10 @kalshi @randy_s321 @jlhaggerty1

Top assets mentioned Vonage Holdings Corporation (VG) NextDecade Corporation Common Stock (NEXT) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"I recently discovered @CharlesSchwab offers mortgage rate discounts if you have at least 250K there (more for higher balances). Nice benefit I didn't know I had"
X Link 2025-12-10T15:08Z XXX followers, XX engagements

"@randy_S321 It's been a bit but he has purchased $VG in the past"
X Link 2025-12-11T04:28Z XXX followers, XXX engagements

"@DeepValueBagger Did they share any financials when you invested I had found a private fund that ostensibly was offering access but they shared no details except valuation. I couldn't bring myself to invest sight unseen"
X Link 2025-12-09T21:29Z XXX followers, 1648 engagements

"@BowTiedDetektiv I think $NEXT is priced here because X. Lower chances of expansion due to futures showing contracting spreads. X. Tax loss harvesting"
X Link 2025-12-11T04:31Z XXX followers, XXX engagements

"I'm discussing $VG live on Youtube including an updated valuation model for the company"
X Link 2025-12-01T00:35Z XXX followers, XXX engagements

"@rrraaaeee7 It heavy depends on commodity prices. With current market expectations I think $7-$9 is a fair value for $VG so I'm personally happy to buy at today's price"
X Link 2025-12-01T02:34Z XXX followers, XXX engagements

"@rrraaaeee7 HH and also JKM/TTF. The spreads have been compressing quickly. $VG's bull case profits rely heavily on them (long term SPA fees are steady but small). For example here's the past X months chart for Mar2026 JKM:"
X Link 2025-12-01T03:02Z XXX followers, XXX engagements

"@EssencefBitcoin @rrraaaeee7 Ignoring the stock and just looking at the company I agree. $VG has demonstrated the ability to bring capacity on quickly and manage expenses. This allows them to be a low cost producer and still maintain profitability"
X Link 2025-12-01T12:37Z XXX followers, XXX engagements

"@Ethan_0502 Perhaps Mr. Sabel will take some of his dividends and buy more $VG for himself"
X Link 2025-12-02T00:26Z XXX followers, XXX engagements

"@EssencefBitcoin @Ethan_0502 Jokes aside I'd love to see $VG acquire some upstream production as a "physical hedge" against high HH. IMO $TELL had the right idea with that"
X Link 2025-12-03T17:44Z XXX followers, XXX engagements

"@ShaleTier7 @JulianTrev78186 Isn't $VG already pricing this in Equity valued at 10x your stated (future) FCF of $1.69B at $X spread"
X Link 2025-12-06T19:56Z XXX followers, XXX engagements

"With Calcasieu $VG has kept transportation and liquefaction costs included in Cost of sales pretty close to XX% that is offset by the variable component of SPAs. I walked through this in a bit more detail tonight:"
X Link 2025-12-08T02:44Z XXX followers, XXX engagements

"@tylermacro10 $VG could probably survive even if they only produced and sold LNG under current 20yr SPAs. And the liability on the legal rulings is likely limited to Calcasieu which will be less than XX% of their capacity once CP2 comes online"
X Link 2025-12-09T17:48Z XXX followers, XXX engagements

"@Kalshi Either Elon or Satoshi"
X Link 2025-12-09T21:33Z XXX followers, XX engagements

"#Bitcoin is trying really hard to end flat this year the one outcome no one expected 😂"
X Link 2025-12-09T21:50Z XXX followers, XXX engagements

"Thanks to $VG and $NEXT I might have to change my name to Dustin's cents 🥹"
X Link 2025-12-10T23:25Z XXX followers, 2456 engagements

"@BowTiedDetektiv $NEXT has some sensitivity to spreads due to commissioning cargoes and about XX% of their volumes that are uncontracted. I don't have the numbers currently in front of me but I think $6/share is roughly pricing in avg margin of $X (instead of the $X that their projections use)"
X Link 2025-12-11T15:30Z XXX followers, XXX engagements

"Hanwha Aerospace casually picked up another 600000 shares of $NEXT yesterday"
X Link 2025-12-11T15:07Z XXX followers, XXX engagements

"@RealMattMoney Thank you By the way did you see my response to your question about the XX% of Henry Hub component in $VG's SPAs tl;dr the transportation and liquefaction costs seem to "cancel out" that XX% so I excluded both in my model. More info:"
X Link 2025-12-12T01:34Z XXX followers, XX engagements