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@PalmerSadlowski Avatar @PalmerSadlowski Palmer Sadlowski

Palmer Sadlowski posts on X about infrastructure, $vlo, $gnrc, china the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks finance countries cryptocurrencies

Social topic influence infrastructure #1819, $vlo #67, $gnrc #2, china, mining #2060, $dino #16, $psx #9, $dk #4, $urnm, $5100sh

Top assets mentioned Valero Energy Corporation (VLO) Generac Holdings Inc. (GNRC) DinoLFG (DINO) Phillips XX (PSX) Flare (FLR) Duke Energy Corp (DUK) Partisia Blockchain (MPC) CVR ENERGY, INC. (CVI) MasTec, Inc. (MTZ)

Top Social Posts #

Top posts by engagements in the last XX hours

"Alerted $URNM on 9.3.25 at $51.00/sh -- today it has just eclipsed my target of $66.00/sh The initial breakout + flag played out perfectly to the intended target Congratulations to those who followed along"
X Link @PalmerSadlowski 2025-10-14T16:16Z XXX followers, XXX engagements

"$GNRC -- posted about this thematic a couple of weeks back. Sneaky play in the infrastructure space. Every data center will need high-wattage generators as compute cannot afford to lapse"
X Link @PalmerSadlowski 2025-10-14T18:44Z XXX followers, XXX engagements

"Staying in the 'picks & shovels' theme for energy/infra buildout let's take a look at $FLR 🧵 -- Focused on heavy industrial mega-projects LNG nuclear data centers etc -- Should benefit extensively from capex cycles in energy + digital infrastructure -- Monthly breakout"
X Link @PalmerSadlowski 2025-10-14T20:53Z XXX followers, XXX engagements

"Industrials name to keep an eye on: Generac $GNRC 🔋🔋 Shortage of large-scale generators = perfect storm with rising demand for backup power Recent Q2 call ".backlog for large MW generators rising globally" Over 1/2 factories domestic.skirt tariff bottlenecks"
X Link @PalmerSadlowski 2025-09-23T21:43Z XXX followers, XXX engagements

"Spoke on $UAMY a couple days back . up +25% since News of China tightening rare earth export controls for defense and semiconductor use -- making it ever more apparent that the United States needs $UAMY & their antimony mining"
X Link @PalmerSadlowski 2025-10-09T12:22Z XXX followers, 4084 engagements

"$VLO Valero continues its upward climb"
X Link @PalmerSadlowski 2025-09-26T14:01Z XXX followers, XXX engagements

"It's easy to see why refiners such as $VLO $DINO $PSX & $DK have been outperforming the SP500 YTD. At these margins via the 3-2-1 crack spread refiners are pumping profits . at $23.57/bbl of #crude"
X Link @PalmerSadlowski 2025-09-26T15:49Z XXX followers, XXX engagements

"Trade Idea -- $DUK Duke Energy Already OW electricity + power generation Duke Energy looks ripe to break past previous ATH of $XXXXXX . PRICE TARGET at $130.00+"
X Link @PalmerSadlowski 2025-09-24T13:56Z XXX followers, XXX engagements

"With an equal-weighted basket of refiners $VLO $MPC $PSX $CVI $DK & $DINO returning +50% YTD its easy to see why we remain OW distillates especially #heatingoil Refiners will continue to enjoy high oil product prices into XX & beyond as geopolitical risks rise"
X Link @PalmerSadlowski 2025-10-07T11:19Z XXX followers, XXX engagements

"$MTZ a leading infrastructure & construction firm specializing in energy & power generation. The technical setup shows a strong uptrend supported by consecutive bullish flag formations suggesting sustained momentum. 🎯-- $XXX and $XXX attractive at only $16b MC"
X Link @PalmerSadlowski 2025-10-14T19:00Z XXX followers, XX engagements

"Thoughts on the China x USA 'Trade Talk' a Ever evident that the constraint on AI has moved from GPUs to power & minerals b With China mining most minerals the AI capex buildout (which is a rising sign of US economic strength) becomes less "easy" to attain De-escalation"
X Link @PalmerSadlowski 2025-10-13T15:13Z XXX followers, XX engagements