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@jszhang0912 Avatar @jszhang0912 Guinea Value Investments

Guinea Value Investments posts on X about $aesi, $wex, may i, $par 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: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence countries XXXXX% stocks XXXXX% cryptocurrencies XXXXX% finance XXXX%

Social topic influence $aesi #4, $wex #11, may i 11.76%, $par 5.88%, bitcoin 5.88%, $agys 5.88%, sir 5.88%, $rto 5.88%, $wu 5.88%, $eefts XXXX%

Top accounts mentioned or mentioned by @sammythenose @sandatlas @guyimpatient @fastgraphs @vince85623723 @zmansenrgybrain @tomsmith839 @west4thstreet @greghusbandtn @bmbrigham @bobspaysubstack @maxcmus328 @bourboninsider @billbrewstertbb @southernvalue95 @sammy_the_nose @shravanrayhaan

Top assets mentioned Atlas Energy Solutions Inc. (AESI) WEX (WEX) Parachute (PAR) Bitcoin (BTC) Agilysys, Inc. Common Stock (DE) (AGYS) Western Union Co (WU)

Top Social Posts

Top posts by engagements in the last XX hours

"@sand_atlas I think its about time for you to announce the 240MW PPA by this point dont you think Shouldnt take that long to nail this deal no $AESI"
X Link 2025-11-19T21:03Z XXX followers, XXX engagements

"A thesis of granular and informative analysis of $PAR from a great investor that I respect until it gets to the valuation part. Hard for me to swallow things that's not based on DCF including bitcoin. and don't think I have read things that close this logical gap. $AGYS"
X Link 2025-11-20T00:20Z XXX followers, 1749 engagements

"@FASTGraphs A lot of these figures are not correct. $WEX is the worst offender in adjusted EPS with massive SBC disguised as earnings power"
X Link 2025-11-23T18:25Z XXX followers, XXX engagements

"@FASTGraphs Not even a chance sir. If anything Melissa should be fired. The tender offer was delusional and this could be a distress candidate under the worst case scenario. $WEX"
X Link 2025-11-23T23:45Z XXX followers, XX engagements

"@Sammy_the_Nose @Vince85623723 Marvelous btw just guessing that perhaps you probably dont have a favorable view on $RTO. much cheaper but growth profile also worse not sure if the activist and the mgmt team could pull off a turnaround"
X Link 2025-12-10T22:52Z XXX followers, XX engagements

"@Sammy_the_Nose I see. interesting. the tech stack is one thing but to get 200+ licenses just take so much time. they currently only have access to 30+ I believe and they want to compete with $WU that's why they're leveraging $EEFT's infrastructure"
X Link 2025-12-11T00:07Z XXX followers, XX engagements

"@ZmansEnrgyBrain May I ask why you say sand capacity is tightening From what I heard thus far in Q4 sand price is at $18-19/ton Also I think GS is modeling trucking margin lower than Q3 XX which is already lower than 2020. $AESI"
X Link 2025-11-22T03:15Z XXX followers, XXX engagements

"@sand_atlas Good to see good to know. Just hope the 240MW deal gets signed soon and announced to the market -- it's been a while since your earnings release $AESI"
X Link 2025-11-25T20:16Z XXX followers, XXX engagements

"@ZmansEnrgyBrain Probably difficult for $AESI to allocate energy and attention span given their power gen foray. It also trades at something like 8.5x forward consensus 2026 EBITDA although that number is probably near-trough"
X Link 2025-12-07T16:55Z XXX followers, XXX engagements

"@Sammy_the_Nose @Vince85623723 Thats pretty insane my friend brilliant job May I ask why the sustainable growth rate dipped to negative around the turn of the century"
X Link 2025-12-10T22:38Z XXX followers, XX engagements

"@TomSmith839 @Sammy_the_Nose Thx for sharing. Yes EEFT lends its Dandelion network to Remitly. Dandelion is fast but I just talked to Darren at Owlting (stablecoin partner with MoneyGram) and their on-ramp & off-ramp expenses are very different (smaller) than what Mike had in mind. Need to double check that"
X Link 2025-12-11T15:53Z XXX followers, XX engagements