@Ultradeep3 Avatar @Ultradeep3 Ultradeep

Ultradeep posts on X about $rig, $ne, $val, $oih the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence cryptocurrencies 40.74% finance 17.59% stocks 15.74% countries 3.7% technology brands 2.78% social networks 0.93% nfl 0.93%

Social topic influence $rig #89, $ne #730, $val #38, $oih 27.78%, $sdrl 16.67%, $slb 7.41%, $xle 5.56%, $xop 4.63%, balance 4.63%, balance sheet 4.63%

Top accounts mentioned or mentioned by @foamontherunway @tommydeepwater @drvaluetrap @mugsluck @icbarrett @nstepmum @ragingventures @dividendtalks @eastcap @mg10012 @contrarian8888 @capitalspanc @madthunderdome @nickz34 @duplicationcube @lfgcap @hiddenvaluegems @prefshares @oilgastourist @thelonghappy

Top assets mentioned Transocean LTD. (RIG) Noble Corporation (NE) Validity (VAL) Seadrill Limited (SDRL) Schlumberger NV (SLB) Borr Drilling Limited (BORR) TechnipFMC (FTI) Oxygen (OXY) Nov Inc (NOV) Peabody Energy Corporation (BTU) Million (MM)

Top Social Posts

Top posts by engagements in the last [--] hours

"Once again I will not comment on $BORR We're halfway there. Part two of our second [--] Days of Christmas feature with $WDS in Timor and $NE and $BORR jackup deal. Naga3 was also sold. Oil is back above $60 today we will look at the Dark Fleet next week with a Scooby Doo slant. Intrigued https://t.co/QtYtazgPou We're halfway there. Part two of our second [--] Days of Christmas feature with $WDS in Timor and $NE and $BORR jackup deal. Naga3 was also sold. Oil is back above $60 today we will look at the Dark Fleet next week with a Scooby Doo slant. Intrigued https://t.co/QtYtazgPou"
X Link 2025-12-17T12:00Z [----] followers, [----] engagements

"Bullish $NOV call appears to have been lost to AI/crypto $OIH $RIG $NE $VAL"
X Link 2026-02-06T06:48Z [----] followers, [----] engagements

"$RIG 2Q EBITDA beat ($237mm v low $200mm est) on higher rev eff (97.2% v 96.5% guide) partially offset by opex (new contracts). Contract drilling rev up 12% sequentially (annualized runrate $2.9bn). We are just getting started. Dont be the why is the stock down in AH guy Not that it matters but expect $RIG 2Q EBITDA low $200mm area (flattish to 1Q) despite 10% sequential revenue increase due to increased O&M expenses related to KG2/Orion contracts. Earnings Monday post close. Call Tues AM. Not that it matters but expect $RIG 2Q EBITDA low $200mm area (flattish to 1Q) despite 10% sequential"
X Link 2023-07-31T23:17Z [----] followers, 52.8K engagements

"Normally I would comment but I dont want to offend the Borrites $BORR"
X Link 2025-12-09T23:56Z [----] followers, 10K engagements

"Deep Value Driller AS extension of Bareboat Charter and Drillship Purchase Option agreement with Saipem https://newsweb.oslobors.no/message/662868 https://newsweb.oslobors.no/message/662868"
X Link 2025-12-29T08:49Z [----] followers, [----] engagements

"Should have just bought $FTI and taken a very long nap"
X Link 2026-01-06T00:43Z [----] followers, [----] engagements

"Me: I wonder why all these contract awards went to $NE . $RIG management:"
X Link 2026-01-27T02:19Z [----] followers, [----] engagements

"I like to think this was the genesis of the acquisition $RIG $VAL Me after seeing $VAL locking up a floater for up to [--] years starting [----] @ $375k Me after seeing $VAL locking up a floater for up to [--] years starting [----] @ $375k"
X Link 2026-02-09T22:46Z [----] followers, [----] engagements

"@DrValueTrap @RagingVentures Nope. All of the remaining players have now deleveraged (3 through Chap [--] - $NE $SDRL $DO - and [--] through M&A - $RIG)"
X Link 2026-02-10T01:51Z [----] followers, [---] engagements

"@FoamOnTheRunway Downgrade to sell on valuation (LOL)"
X Link 2026-02-10T22:37Z [----] followers, [----] engagements

"@DividendTalks @east_cap revealed a position in META lol"
X Link 2026-02-11T23:38Z [----] followers, [---] engagements

"I like the dayrate trend line here #offshore $RIG $VAL $NE"
X Link 2022-10-29T08:18Z [----] followers, [---] engagements

"$VAL 3Q earnings thoughts $OIH $RIG $NE $DO $SDRL"
X Link 2022-11-02T10:32Z [----] followers, [---] engagements

"$RIG 3Q report: For some strange reason there is no mention of the [--] rigs that have been put back to the company which will trigger events of default across the debt stack necessitating a massive equity raise or Chap [--] filing. I would think that would be a disclosable item"
X Link 2022-11-02T23:07Z [----] followers, [---] engagements

"$RIG actual earnings vs consensus estimates getting started"
X Link 2022-11-03T09:27Z [----] followers, [--] engagements

"Key exchange from the $RIG earnings call Q&A"
X Link 2022-11-04T03:51Z [----] followers, [---] engagements

"When (not if) $RIG trades up to $15 I will be acquiring these sick threads on ebay to celebrate https://www.shell.com/about-us/major-projects/cardamom/auger-from-deep-water-pioneer-to-new-energy-giant.html https://www.shell.com/about-us/major-projects/cardamom/auger-from-deep-water-pioneer-to-new-energy-giant.html"
X Link 2022-11-04T08:58Z [----] followers, [--] engagements

"$RIG - scenes from prior upcycles: In [--] of our [--] major markets utilization rates now stand at 100% for rigs we actively market. These areas cover Brazil which is featured in this edition of Offshore Frontiers Southeast Asia Norway and the U.S. GOM. https://www.deepwater.com/Documents/Frontiers%20Magazine/Frontiers_Aug_2000.pdf https://www.deepwater.com/Documents/Frontiers%20Magazine/Frontiers_Aug_2000.pdf"
X Link 2022-11-07T23:33Z [----] followers, [---] engagements

"I am here for it $RIG $NE $VAL https://www.offshore-mag.com/rigs-vessels/article/14285564/report-offshore-drilling-market-has-entered-multiyear-upcycle https://www.offshore-mag.com/rigs-vessels/article/14285564/report-offshore-drilling-market-has-entered-multiyear-upcycle"
X Link 2022-11-11T08:21Z [----] followers, [---] engagements

"$RIG all secured bonds most recent prints (1mm+ trade size) Sentry 5.375% May [--] $99.5 Guardian 5.875% Jan [--] $97.5 Phoenix 7.75% Oct [--] $99.5 Proteus 6.25% Dec [--] $98.25 Pontus 6.125% Aug [--] $96.5 Poseidon 6.875% Feb [--] $96.75"
X Link 2022-11-12T01:35Z [----] followers, [---] engagements

"HE rig outlook 🔥 $RIG $ODL $SDRL $DO"
X Link 2022-11-14T09:23Z [----] followers, [---] engagements

"@mg10012 @contrarian8888 $RIG equity is largely the same trade as $OXY @ $10 or $BTU in low single digits with the key difference being that the company operates under long-term high-margin contracts such that cash flow is not entirely dependent on a commodity price level but influenced by it"
X Link 2022-11-21T23:14Z [----] followers, [---] engagements

"$VAL DS-12 dayrate fixture: $425k including mobilization w/BP in Egypt (320d contract duration)"
X Link 2022-11-22T08:19Z [----] followers, [---] engagements

"$500k+ 7G dayrates 🔜 $RIG $NE $VAL"
X Link 2022-11-23T09:06Z [----] followers, [---] engagements

"Offshore holiday weekend reading 🦃 $RIG $NE $VAL"
X Link 2022-11-26T06:12Z [----] followers, [---] engagements

"Struggling to get bearish with all this good news #EFT $XLE $XOP"
X Link 2022-11-28T11:49Z [----] followers, [---] engagements

"Sit back & enjoy the ride $OIH $RIG $NE $VAL $SLB https://arjunmurti.substack.com/p/where-are-we-in-the-energy-cycle https://arjunmurti.substack.com/p/where-are-we-in-the-energy-cycle"
X Link 2022-12-05T02:26Z [----] followers, [---] engagements

"$RIG short interest 20%"
X Link 2022-12-15T09:43Z [----] followers, [---] engagements

"$SDRL acquiring Aquadrill. Likely a catalyst for further consolidation. Vantage & $DO obvious candidates. Control of the global DW floater fleet getting tighter with obvious (+) implications for the industry $OIH $RIG $NE $VAL https://www.seadrill.com/investors/news/detail/id=2AB6663A10D32A12 https://www.seadrill.com/investors/news/detail/id=2AB6663A10D32A12"
X Link 2022-12-23T01:15Z [----] followers, 20.4K engagements

"$RIG bunch of new contracts/disclosed options exercised. $488mm added to backlog https://www.deepwater.com/news/detailID=27341 https://www.deepwater.com/news/detailID=27341"
X Link 2023-01-05T01:40Z [----] followers, 25K engagements

"@CapitalSpanc http://2007.hk http://2007.hk"
X Link 2023-01-06T05:06Z [----] followers, [---] engagements

"$RIG Note that as the equity moves higher the skeptics (w/no position) will emerge with hunches or hit pieces (eg JY et al). These will be the same people that will later post 1/100 🧵s discussing exactly how the company should distribute its free cash flow. Too many of you like $RIG & that makes me more uncomfortable than the balance sheet. Which is saying something I have this bad feeling about the situation that I can't shake (No offense) Good luck. Too many of you like $RIG & that makes me more uncomfortable than the balance sheet. Which is saying something I have this bad feeling about"
X Link 2023-01-10T22:21Z [----] followers, 40K engagements

"#offshore weekend reading $OIH $RIG $NE $VAL $SDRL"
X Link 2023-01-14T09:46Z [----] followers, 29.8K engagements

"Strap in & enjoy the ride #offshore $OIH $SLB $RIG $NE $VAL"
X Link 2023-01-30T09:15Z [----] followers, 42.5K engagements

"$RIG Entire non-stacked drillship fleet now under contract post todays KG2 contract announcement (Orion contract announced in Dec 22)"
X Link 2023-02-01T00:09Z [----] followers, 34.1K engagements

"$OIH $RIG $NE $VAL Please do not @ me with comments about real vs nominal capital spending (I do not care)"
X Link 2023-02-10T11:30Z [----] followers, 21.4K engagements

"$RIG reactivation cost estimates (per rig) / commentary across time & space"
X Link 2023-02-11T06:06Z [----] followers, 10.3K engagements

"Good read $OIH $SDRL $RIG $NE $VAL"
X Link 2023-02-12T03:47Z [----] followers, 13K engagements

"Did not think I would need to do this again but I see a lot of missed earnings commentary $RIG 4Q reported v guidance ($mm) Rev efficiency: 98% /96.5% Adj contract rev: [---] / [---] Opex: [---] / [---] G&A: [--] / [--] Adjusted EBITDA: [---] / [---] $RIG 3Q solid earnings beat (reported/guidance) Adj contract rev: 683/670 Opex: 398/427 G&A: 40/40 Implied adj EBITDA: 245/203 Earnings call color drives the stock but I see a lot MISSED commentary out there so a clarification in order https://t.co/XPCCLfLrtP $RIG 3Q solid earnings beat (reported/guidance) Adj contract rev: 683/670 Opex: 398/427 G&A: 40/40"
X Link 2023-02-21T23:48Z [----] followers, 95.4K engagements

"$RIG all that matters from the call"
X Link 2023-02-22T23:44Z [----] followers, 41K engagements

"It does appear as though this long-cycle train is about to be derailed #offshore $FTI $OIH $SLB $RIG $NE $VAL"
X Link 2023-02-24T01:08Z [----] followers, 50.4K engagements

"$OIH $SLB $RIG $NE $VAL"
X Link 2023-02-27T08:11Z [----] followers, 28.1K engagements

"$OIH $RIG $NE $VAL $SDRL"
X Link 2023-03-07T08:52Z [----] followers, 16.2K engagements

"$RIG prelim proxy: letter to shareholdooors"
X Link 2023-03-11T01:07Z [----] followers, 24.1K engagements

"Wen cold-stacked rig bailout We need to protect all stakeholders from the harsh forces of systemic economic risk $OIH $RIG $NE $VAL"
X Link 2023-03-13T00:26Z [----] followers, 14.5K engagements

"@MadThunderdome http://2330.tw http://2330.tw"
X Link 2023-03-16T13:18Z [----] followers, [----] engagements

"#offshore weekend film study $RIG $ODL.OL $SDRL $NE https://vimeo.com/803447107/1b2c5dad1f https://vimeo.com/803447107/1b2c5dad1f"
X Link 2023-04-01T16:31Z [----] followers, 19K engagements

"Imagine not being long the equity of the OSD with the highest balance sheet leverage and most uncontracted rigs in the early/mid innings of an energy supercycle where the Central Bank of Oil is managing supply to encourage investment in long-cycle projects $OIH $RIG"
X Link 2023-04-02T20:45Z [----] followers, 20.7K engagements

"Offshore update: #TrustTheProcess $OIH $SLB $RIG $NE $VAL $SDRL 1/4"
X Link 2023-05-08T09:03Z [----] followers, 38.7K engagements

"If you are a long-cycle investor and are disappointed with the OPEC (Saudi) announcement and (Sunday night) oil futures price action you are probably not a long-cycle investor $XLE $OIH $SLB $RIG"
X Link 2023-06-04T23:48Z [----] followers, [----] engagements

"Its already fixed $RIG - Transocean Can Fix Its Balance Sheet But Journey Won't Be Easy. https://t.co/T4fr61GsjN #stocks #markets #business $RIG - Transocean Can Fix Its Balance Sheet But Journey Won't Be Easy. https://t.co/T4fr61GsjN #stocks #markets #business"
X Link 2023-06-16T00:14Z [----] followers, 12.6K engagements

"$OIH $RIG $NE $VAL"
X Link 2023-07-03T08:14Z [----] followers, 33.6K engagements

"$RIG 480k clean DR w/semi-annual cost adjustment"
X Link 2023-07-18T11:05Z [----] followers, 35.9K engagements

"Not that it matters but expect $RIG 2Q EBITDA low $200mm area (flattish to 1Q) despite 10% sequential revenue increase due to increased O&M expenses related to KG2/Orion contracts. Earnings Monday post close. Call Tues AM"
X Link 2023-07-30T02:14Z [----] followers, 46.4K engagements

"What if there are no newbuilds #offshore $OIH $RIG $NE $VAL"
X Link 2023-08-02T09:44Z [----] followers, 16.5K engagements

"$500k+ dayrate for Hercules (HE rig owned by SFL but managed by Odfjell Drilling) $SDRL $ODL.OL $RIG"
X Link 2023-08-15T10:02Z [----] followers, 19.6K engagements

"@MugsLuck Looking at the new combined 35% holders of $SDRL (Elliott Canyon Sculptor) something wicked comes this way. Recall that Canyon was heavily involved in the Ensco/Rowan merger and Elliott is Elliott"
X Link 2023-08-24T01:03Z [----] followers, [---] engagements

"Perhaps the $1mm dayrate is not so ludicrous $RIG $NE $OIH"
X Link 2023-09-01T13:34Z [----] followers, 16.9K engagements

"Literally anything from Ray Dalio"
X Link 2023-09-29T05:45Z [----] followers, 11K engagements

"$OIH $RIG $NE $VAL $BORR Marketed utilisation of 6th-8th generation assets is already at 97%. We also expect to see further long-term deals secured for semisubs especially within the 6th-generation HE segment where marketed utilisation is now at 100% https://www.westwoodenergy.com/news/westwood-insight/westwood-insight-operators-offering-15-year-rig-deals-as-availability-dries-up https://www.westwoodenergy.com/news/westwood-insight/westwood-insight-operators-offering-15-year-rig-deals-as-availability-dries-up"
X Link 2023-10-25T07:43Z [----] followers, 10.2K engagements

"@FoamOnTheRunway Problematic energy stocks"
X Link 2023-10-27T23:08Z [----] followers, [----] engagements

"$NE $RIG $VAL"
X Link 2023-11-02T01:17Z [----] followers, 15.6K engagements

"$RIG fresh deck out including [----] liquidity bridge. Unfortunately for the narrow pathers It does appear as though the enterprise survives for at least another year and shockingly I detect a hint of free cash flow"
X Link 2023-11-30T03:58Z [----] followers, 29.6K engagements

"New steel value meme just dropped $OIH $SDRL $VAL $RIG $NE"
X Link 2024-01-11T00:03Z [----] followers, 15.9K engagements

"@ICBarrett @nickz34 @FoamOnTheRunway @duplicationcube"
X Link 2024-02-05T21:59Z [----] followers, 28.5K engagements

"Pure play gloater bois preparing for the core of the cycle $RIG"
X Link 2024-03-15T22:29Z [----] followers, 17.4K engagements

"Required reading $OIH $RIG $VAL $NE"
X Link 2024-03-26T02:53Z [----] followers, 19K engagements

"How it started.going ($504k DR) $RIG"
X Link 2024-04-02T01:26Z [----] followers, 11.7K engagements

"Contingently you are here with the newbuild order book at zero $RIG $NE $VAL $SDRL"
X Link 2024-07-24T23:04Z [----] followers, 20.8K engagements

"Decent long-form OSD consolidation think piece @MugsLuck with a cameo tweet appearance $RIG $NE $VAL $SDRL https://www.offshore-energy.biz/noble-diamond-offshore-merger-process-is-off-to-a-good-start-will-it-prompt-further-rig-market-consolidation-moves/ https://www.offshore-energy.biz/noble-diamond-offshore-merger-process-is-off-to-a-good-start-will-it-prompt-further-rig-market-consolidation-moves/"
X Link 2024-07-26T09:32Z [----] followers, 17.8K engagements

"Whats happening here $RIG"
X Link 2024-08-05T14:03Z [----] followers, 34.8K engagements

"I dont know when things will turn but there will be signs along the way $RIG $NE $VAL $SDRL"
X Link 2024-08-22T19:11Z [----] followers, 12K engagements

"I am just going to leave this here $RIG"
X Link 2024-09-04T08:28Z [----] followers, 16.2K engagements

"IDK with the equity back at C11 exit levels just maybe there is some value in offshore $NE $RIG $VAL"
X Link 2024-12-19T08:49Z [----] followers, 10.9K engagements

"$OXY back on the chain gang"
X Link 2024-12-20T02:44Z [----] followers, 20.9K engagements

"The 6G era is dead (ex higher spec Brazil assets/niche markets) and you were lead to believe that $RIG was selling the Inspiration & DDIII due to a problematic balance sheet. $NE $VAL"
X Link 2024-12-27T02:40Z [----] followers, 26.2K engagements

"Be careful out there and do your own diligence. No position no recommendation. $RIG $NE $VAL $SDRL"
X Link 2024-12-31T00:35Z [----] followers, 24.9K engagements

"@lfg_cap https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos"
X Link 2025-01-10T08:08Z [----] followers, [---] engagements

"I support this message $RIG $NE $SDRL $VAL The 6G era is dead (ex higher spec Brazil assets/niche markets) and you were lead to believe that $RIG was selling the Inspiration & DDIII due to a problematic balance sheet. $NE $VAL https://t.co/rf7t0lZoT1 The 6G era is dead (ex higher spec Brazil assets/niche markets) and you were lead to believe that $RIG was selling the Inspiration & DDIII due to a problematic balance sheet. $NE $VAL https://t.co/rf7t0lZoT1"
X Link 2025-02-04T08:52Z [----] followers, 19.8K engagements

"Adding things up (horizon kinetics)"
X Link 2025-02-14T10:40Z [----] followers, [----] engagements

"Stand down $OIH $RIG $NE $VAL $SDRL"
X Link 2025-03-20T07:55Z [----] followers, 14.2K engagements

"@HiddenValueGems 🫧 https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos"
X Link 2025-03-25T09:02Z [----] followers, [---] engagements

"@PrefShares https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos"
X Link 2025-04-12T23:17Z [----] followers, [--] engagements

"Real $RIG $NE $VAL"
X Link 2025-05-06T15:09Z [----] followers, 53.4K engagements

"Let the hate flow through you $RIG $NE $VAL $BORR"
X Link 2025-05-27T01:23Z [----] followers, 18.5K engagements

"Too early $RIG $NE $VAL"
X Link 2025-06-10T09:04Z [----] followers, 34.8K engagements

"Does this break the thesis $SLB $OIH $RIG $NE $VAL"
X Link 2025-07-18T23:19Z [----] followers, 20.6K engagements

"$OIH $RIG $NE $VAL"
X Link 2025-08-07T10:10Z [----] followers, 14.8K engagements

"@NStepmum Deleveraging a cleaner catalyst than cheapness in any case"
X Link 2025-08-22T07:53Z [----] followers, [---] engagements

"$XLE $XOP $OIH"
X Link 2025-09-17T08:47Z [----] followers, [----] engagements

"Interesting offshore research piece out on the collapse of exploration drilling (down 75% from peak) vs a slow structural increase (2% cagr) in dev drilling. Lack of exploration discoveries likely unsustainable v production target lvls (eg [--] RRR 27%) $OIH $RIG $NE $VAL"
X Link 2025-09-19T11:15Z [----] followers, [----] engagements

"$OIH $XOP $XLE"
X Link 2025-10-15T08:47Z [----] followers, [----] engagements

"$SLB $OIH $RIG $NE First and foremost I think deepwater remains easy to stay and easy to grow as a market. It has several economics. And it is seen as a place to invest to unlock new resource. You see its not only development FID its also exploration"
X Link 2025-10-18T01:28Z [----] followers, [----] engagements

"New Goehring & Rozencwajg (recommended for cavemen investors only) $XOP $XLE $OIH"
X Link 2025-11-26T03:36Z [----] followers, [----] engagements

"Adam Rozencwajg on oil $XLE $XOP $OIH"
X Link 2025-12-06T03:54Z [----] followers, [----] engagements

"Me after seeing $VAL locking up a floater for up to [--] years starting [----] @ $375k A pissed off #Bucs HC Todd Bowles dropped [--] F-bombs in his postgame presser when asked what hell tell his locker room after the 4th-quarter collapse. https://t.co/1RjCz455Nw A pissed off #Bucs HC Todd Bowles dropped [--] F-bombs in his postgame presser when asked what hell tell his locker room after the 4th-quarter collapse. https://t.co/1RjCz455Nw"
X Link 2025-12-12T09:24Z [----] followers, 17.9K engagements

"@TommyDeepwater Bifurcation is real"
X Link 2026-01-21T12:14Z [----] followers, [---] engagements

"@oilgastourist Oil rally will continue even if Trump rolls up a 🌮"
X Link 2026-01-29T09:27Z [----] followers, [--] engagements

"@TheLongHappy @phil_hk Do not listen to anything from Dalio TYIA"
X Link 2026-01-30T10:13Z [----] followers, [---] engagements

"Guysthe bottom was when Calvin DMed you telling you to GFY. The top was when Calvin told you to do the work on some shitco metal bullshit"
X Link 2026-01-30T10:48Z [----] followers, 11.4K engagements

"@Marlin_Capital @Btico19 You love to see it"
X Link 2026-02-05T10:17Z [----] followers, [---] engagements

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