@offshoremayor Mayor of Offshore Drilling

Mayor of Offshore Drilling posts on X about $rig, $val, $ne, this is the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [------] -24%
[--] Month [------] +192%
[--] Months [-------] +7.20%
[--] Year [-------] -66%

Mentions: [--] #

[--] Week [--] no change
[--] Month [--] -32%
[--] Months [---] -7.40%
[--] Year [---] -53%

Followers: [-----] #

[--] Week [-----] +1.40%
[--] Month [-----] +1.40%
[--] Months [-----] +8.30%
[--] Year [-----] +35%

CreatorRank: [---------] #

Social Influence

Social category influence finance 26.15% cryptocurrencies #7203 stocks 19.23% countries 10.77% financial services 4.62% technology brands 3.08% travel destinations 2.31% celebrities 1.54% automotive brands 0.77% nfl 0.77%

Social topic influence $rig #11, $val #5, $ne 8.46%, this is 6.92%, $oih 6.92%, $borr 6.15%, $sdrl 5.38%, more than 5.38%, in the 5.38%, money 4.62%

Top accounts mentioned or mentioned by @marionawfal @offshoremayor @shipwreckdsailr @jasrifootball @nflrums @spectatorindex @foamontherunway @mlfootball @tylerffcreator @insanereality @econ713 @deptofwar @alexgrayforok @thenatlinterest @wtigod @cannibalstocks @ffafamily @stclairashley @vivekgramaswamy @johnkeim

Top assets mentioned Transocean LTD. (RIG) Validity (VAL) Noble Corporation (NE) Borr Drilling Limited (BORR) Seadrill Limited (SDRL) BlackRock Inc (BLK) Bitcoin (BTC) Tidewater, Inc. (TDW) BlackCoin (BLK) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) ConocoPhillips (COP) Exxon Mobil (XOM) Convex Finance (CVX) Tesla, Inc. (TSLA)

Top Social Posts

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

"Two sister drillships being built in Hyundais shipyard. One drillship was already floating and about to complete equipment commissioning while the second ship was still in dry dock awaiting derrick installation. Hyundais mass production line was unlike anything Ive ever seen . . . Truly incredible $rig $val $ne $do $tdw"
X Link 2023-09-27T23:11Z [----] followers, 33.7K engagements

"On a side note $Borr s earnings are next week and someone earlier today bought a couple hundred thousand dollars worth of calls at [--] dollars strike price exp May [----]. Maybe some news about Mexico or Saudi will be revealed next week or maybe that money is just a hedge on a short position. Regardless Im very curious to hear what $borr has to say next week. https://twitter.com/i/web/status/1984083928504746259 https://twitter.com/i/web/status/1984083928504746259"
X Link 2025-10-31T02:24Z [----] followers, [----] engagements

"This is an oil is going to [--] dollar headline. $OIH and $XLE were left for dead last year. That was the best contrarian play of [----]. Im going to go out on a limb and say that longing $TLT will be one of the better contrarian plays of [----]. "Bonds no longer a safe hedge" BlackRock has said. "Bonds no longer a safe hedge" BlackRock has said"
X Link 2026-01-31T18:52Z [----] followers, [----] engagements

"In [----] they said oil was going to [--] dollars. A week ago they told us that bonds were no longer a proper hedge. Those outrageous headlines always seem to mark some sort of asset bottom. Thanks for the buy signal on $tlt Blackrock. $blk This is an oil is going to [--] dollar headline. $OIH and $XLE were left for dead last year. That was the best contrarian play of [----]. Im going to go out on a limb and say that longing $TLT will be one of the better contrarian plays of [----]. This is an oil is going to [--] dollar headline. $OIH and $XLE were left for dead last year. That was the best contrarian"
X Link 2026-02-05T17:51Z [----] followers, [----] engagements

"Speechless . . . I heard the rumors but I never thought itd actually happen. $val shareholders do a solid and thank a $rig shareholder for that nice gain in your portfolio today. I really dont understand why Transocean did this. $Rig and $Val couldnt have more different business models. Transoceans business model which every rig bull says over and over again on X is that their equipment is the best in class and to their credit it is Vals equipment on the other hand is not 😂 Transocean also made the decision years ago to get completely out of the shallow water market. $Val is very involved in"
X Link 2026-02-09T17:46Z [----] followers, 12.3K engagements

"$Val wasnt even able to bid on some of the tenders that required more technical work. I wouldnt want more junk right now Id rather stick with premier assets like $rig had. Rig is picking up [--] junk drill ships / semis not to mention a quarter of Vals JU fleet is ancient. They have JU that are older than me 😂 This is contradicting their whole business model that they built. They actively worked to be everything Valaris isnt. The two reasons why I liked $val was because their debt was minimal and their massive ties to shallow water definitely not bc of their deepwater fleet. @offshoremayor The"
X Link 2026-02-09T18:25Z [----] followers, [----] engagements

"@WTI_God Nothing good comes from buying $SDRL"
X Link 2026-02-09T20:06Z [----] followers, [---] engagements

"@cannibalstocks There was also only what [---] million shares back in 08"
X Link 2026-02-09T21:37Z [----] followers, [----] engagements

"For years Ive emphasized how important I thought diversification was which is why I pulled so hard for $NE and $Val. Transocean $rig has now pulled a complete [---] and is now all about it as well apparently. I did not have this on my bingo card either. $RIG talking up jack-ups definitely wasn't on my bingo card though - and that seems to be pushing up $BORR too. Ironically when Transocean exited jack-ups in [----] it sold its fleet to. Borr 🤷♂ https://t.co/G2gjNZYLyD $RIG talking up jack-ups definitely wasn't on my bingo card though - and that seems to be pushing up $BORR too. Ironically when"
X Link 2026-02-09T21:54Z [----] followers, [----] engagements

"@ShipwreckdSailr Guyana and Suriname have so much momentum at the moment. I could be wrong but I think oil companies are extremely hesitant to touch Venezuela right now unless gov subsidies are involved"
X Link 2026-02-10T00:44Z [----] followers, [---] engagements

"There were a bunch of spin offs happening at that time with every company. My point is that we were only a year and a half into the doldrums. They still had a massive backlog due to all of the [--] year deals that they had signed. That business had positive cash flow and none of us knew when the market was going to turn around. At the time I dont think they were cash strapped. Maybe they had the vision to see that far ahead into the future but thats a stretch to me. Like I said thats just my opinion I could be wrong. I never worked for Transocean so I dont know. All I know is the only reason"
X Link 2026-02-10T01:05Z [----] followers, [---] engagements

"I sold what little $val I had just now at [--] bucks. I get why everyone is excited about the merger with $rig but things are getting a little too euphoric for me. I feel like all of the good news is being pulled forward while the price of oil and rates are still floundering. There is always a risk of this deal not being approved as well. Even though I think there is still plenty of competition for the deal to be approved Ive learned that if you make a decent profit in this industry you take it and run or at least sell some CCs. Hope yall make a killing on rig and val Ill keep my exposure"
X Link 2026-02-12T15:13Z [----] followers, [----] engagements

"A lot of suits view drilling rigs solely as assets. If oil stays in the 50s-60s and or the economy really tanks then those assets that they are depending on to clear 200k a day in profit could then turn into liabilities losing 40k-50k a day stacked. This industry is so unpredictable that a companys most valuable asset can turn into its largest money pit. And at that point youd wish that the companys inventory was much smaller to limit the losses. I understand being bullish on the sector but I wouldnt rely on this logic. $rig $val On replacement cost and how it determines the price of future"
X Link 2026-02-15T23:54Z [----] followers, [----] engagements

"When an alarm goes off in a building there is usually mass panic these days bc ppl think its probably an active shooter. People panic and rush to the exits and with as many old ppl that are in Congress lets face it Congress is like a retirement home someone could have been seriously hurt trying to rush down the stairs. It is a very serious issue. I deal with fires more than Id like in my profession and if someone pulled the alarm on purpose on my ship theyd be fired immediately"
X Link 2023-09-30T20:41Z [----] followers, 45.6K engagements

"@FFAFamily @stclairashley @VivekGRamaswamy I wish I could like this a thousand times"
X Link 2023-10-05T20:53Z [----] followers, 28.1K engagements

"@jasrifootball Because if he had touched Mahomes they woulda flagged him for roughing the passer"
X Link 2023-10-13T02:39Z [----] followers, 63.7K engagements

"@john_keim After dodging what should have been a guaranteed sack No Sam you did your job Dotson didnt . . "
X Link 2023-10-22T23:30Z [----] followers, [----] engagements

"I think San Francisco is an extreme outlier . . . The layoffs have something to do with it but I think its more due to the policies that their politicians have put into motion by allowing homeless camps to not being tough on crime . . . Ive seen some videos of ppl keeping their windows down at night just so someone wont smash the glass to gain access into the car . . "
X Link 2023-10-24T16:46Z [----] followers, 15.6K engagements

"@nflrums Why do coaches gets guaranteed contracts but player dont 🙄"
X Link 2023-11-03T05:02Z [----] followers, 70.8K engagements

"@CyborneTV @nflrums Players get cut all the time for not performing well . . . Coaching contracts should not be fully guaranteed"
X Link 2023-11-03T19:00Z [----] followers, [----] engagements

"@jasrifootball This isnt a good look for a franchise qb . . . Crying into his mothers arms How old is he When I was his age I was in the military worried about dying not worrying about losing a football game. This kid needs to grow up"
X Link 2023-11-05T03:41Z [----] followers, 14.9K engagements

"@spectatorindex Ive spent alot of time in Guyana they want that oil Guyana sitting on a gold mine"
X Link 2023-12-04T05:45Z [----] followers, 18.3K engagements

"@Champ_Lion I can tell you are from Philly 😂"
X Link 2023-12-10T07:00Z [----] followers, 48.6K engagements

"@BitcoinMagazine How about they ban Congress from trading stocks first and then establish term limits and THEN we can talk about bitcoin . . . Absolute crooks"
X Link 2023-12-11T18:47Z [----] followers, [----] engagements

"@Culture_Crit Maryland: St. Marys Parish Annapolis (1853)"
X Link 2023-12-20T22:56Z [----] followers, [----] engagements

"@gunsnrosesgirl3 The worst is when you are trying to sleep . . . When its really rough youll be thrown outta bed. I would have to put my life jacket under my mattress to pin myself against the wall so I wouldnt roll outta bed"
X Link 2023-12-23T07:37Z [----] followers, 38.1K engagements

"I always admit when Im wrong and Im 💯 wrong in regard to the escalation in the Middle East. I thought Iran would stay out of it and at worst just feed Houthis weapons but they are fully engaging now which I did not expect . . . I dont know how one can fix this situation looks like the Red Sea and Suez will be avoided for an extended period of time 😔 According to U.S. Officials the Ballistic Missile Attack which Struck near the U.S. Consulate within the City of Erbil in Northern Iraq appears to have been launched Directly by the IRGC from Iranian Territory. According to U.S. Officials the"
X Link 2024-01-15T22:16Z [----] followers, 24.7K engagements

"Ive said this multiple times regarding the Norwegian sector (North Sea has two sides an English side and a Norwegian side). . . The Norwegian requirements are so stringent that very few jack ups / semis can meet them. We had jack ups in the North Sea (Norwegian side) making more than our floaters between 2017-2020. Everyone claims the floater market is becoming tight but the jack up inventory that is eligible to work in the Norwegian side is about as tight as you can get right now. Ive seen projections that predict by mid [----] jack up utilization rate for the Norwegian sector could be close"
X Link 2024-02-05T23:04Z [----] followers, 32.6K engagements

"@CalisthenicKyle @WallStreetSilv If you arent a citizen you shouldnt be able to vote"
X Link 2024-02-08T03:38Z [----] followers, [----] engagements

"@Brian_Riedl @andyroddick Its [--] percent of GDP bud and they arent even coming close to it this is all just a threat to get their spending up"
X Link 2024-02-11T02:28Z [----] followers, 14.8K engagements

"$BORR just smashed earnings. Over the last couple months Ive repeatedly emphasized how bullish I was on shallow water drilling. I saw a video of a cyber truck that got stuck in a little bit of snow. He couldnt get his Tesla out until an old pick up truck came along to help pull the Tesla out. All that technology couldnt help that Tesla complete the most simple task . . . to not get stuck in the snow. $RIG is the brand new Tesla right now they have the most advanced fleet but they are kinda spinning their tires while the old beat up truck (jack up) is killing it. All that advanced equipment"
X Link 2024-02-22T09:54Z [----] followers, 10.1K engagements

"@gurgavin Im not the biggest Cathy wood fan but you fail to mention she was buying it a decade ago when it was [--] dollars a share . . "
X Link 2024-02-23T01:21Z [----] followers, 22.1K engagements

"@_MLFootball @ArrowheadLive @lexiosborne @ArrowheadPride @MarkAGunnels @cdotharrison @ItsJodiNewsome @bturner23 @chiefs_outsider @chiefshive @ChiefsFocus Definition of white privilege he needs to go his time in prison"
X Link 2024-03-02T00:06Z [----] followers, [----] engagements

"@MarioNawfal If I was Elon Id sue Don Lemon for defamation of character"
X Link 2024-03-21T02:28Z [----] followers, 22.5K engagements

"@MarioNawfal My guess would be that they either lost propulsion or they lost steering. Standard protocol would be to drop their anchors Absolutely catastrophic"
X Link 2024-03-26T07:06Z [----] followers, 68.8K engagements

"@spectatorindex My guess would be that they either lost propulsion or they lost steering. They should have dropped their anchors if that was the case. Id imagine that this will shut the whole port of Baltimore down for now. A lot of vehicles are shipped to and from Baltimore"
X Link 2024-03-26T07:25Z [----] followers, 29.2K engagements

"@GuruFantasyWrld Athletes cry all the time it has absolutely nothing to do with crying especially when you are around your teammates. It was the optics that he didnt want to be with his team and instead wanted to be held by his mother and cry in her arms"
X Link 2024-03-27T14:44Z [----] followers, 38K engagements

"Not sure why $borr sold off today on the $Aramco news . . . Either institutions already know something is coming and or ppl getting scared and trying to front run it. I would think $Aramco would have announced cuts to Borrs contracts today as well if they had any intention on cutting them. Regardless theres no situation I see where deepwater flourishes while shallow water flops. I have zero worries about jack up day rates. https://twitter.com/i/web/status/1774986802819944850 https://twitter.com/i/web/status/1774986802819944850"
X Link 2024-04-02T02:26Z [----] followers, [----] engagements

"@RobDFB The jealousy is unreal"
X Link 2024-04-07T16:38Z [----] followers, 246.7K engagements

"@TylerFFCreator You were too young to remember the Harbaugh 49ers days they wanna pound the rock not air it out"
X Link 2024-04-26T02:02Z [----] followers, 30.8K engagements

"@TylerFFCreator Not old enough apparently 😂"
X Link 2024-04-26T05:08Z [----] followers, [----] engagements

"@BallBlastEm This is the same person that was saying mattison over rhamondre last year 🤦♂"
X Link 2024-05-05T01:41Z [----] followers, [----] engagements

"@dailydirtnap Except $NVDA has real earnings backing up its evaluation 🤦♂ its forward p/e is [--] what was $CSCO . . . 200"
X Link 2024-05-29T19:50Z [----] followers, 20.3K engagements

"@CWilliamson44 How can someone flop when they dont even know its coming 🤦♂"
X Link 2024-06-02T00:15Z [----] followers, 39.5K engagements

"@ClutchPoints @bigpodwithshaq Dirk is the best"
X Link 2024-06-08T15:41Z [----] followers, 51.6K engagements

"I think ppl are getting a little too carried away with $rig having the most advanced fleet therefore they are best in class and you must own their stock for that reason. Yes they have what two 20k rigs The rest of the upgrades remind me of when you go to a car dealership and theres two cars but one has a sunroof . . . How many times do you ever use it Regarding hook load I came close to being maxed out one time in my whole career. All these other upgrades besides 20k BOPs dont mean much to me. $NE now has the whole Pacific fleet of drillships they have the Maersk drillship fleet the Diamond"
X Link 2024-06-12T00:33Z [----] followers, 12.5K engagements

"@Mr_Derivatives [----] was way more crazy than now . . . Peloton is at [--] dollars a share and not [---] dollars 😂"
X Link 2024-06-12T23:50Z [----] followers, 15K engagements

"@MarioNawfal Talk about use of excessive force"
X Link 2024-06-15T16:54Z [----] followers, [----] engagements

"@stephencfu I have a family that cares about me :)"
X Link 2024-06-29T23:26Z [----] followers, 12.8K engagements

"@ChrisCoble @BehizyTweets Thats the whole point Trump has been rentlessly criticized for his extracurricular activities but Harris cant be judged about hers That doesnt sound fair to me 🤔. If you are going to criticize one candidate be prepared for the other to be criticized as well"
X Link 2024-07-22T03:39Z [----] followers, [----] engagements

"@marketplunger1 Elon said in teslas earnings yesterday nvda chips are so hard to get they are having to improvise"
X Link 2024-07-24T17:35Z [----] followers, 13.8K engagements

"@CollinRugg Ive been at sea for a very long time. Ive been around [--] water spots at once. I took this picture. Im not buying what they are selling. That vessel shouldnt have sunk"
X Link 2024-08-21T18:37Z [----] followers, 12.1K engagements

"@SmindCrypto @johnpavlovitz Im glad you love the nominee that the DNC chose for you its not like you guys have a choice 😂"
X Link 2024-08-23T06:48Z [----] followers, [----] engagements

"@EndTribalism Then give him his secret service back"
X Link 2024-08-27T21:26Z [----] followers, [----] engagements

"@DynastyZoltanFF You have no idea how to evaluate a qb 💀"
X Link 2024-09-24T03:45Z [----] followers, 21.1K engagements

"@HofJojo Its disrespectful to Jayden I know CW oline is somewhat suspect but he got [--] STUD receivers and a top [--] defense. Fields had no defense and his wr1 was Mooney for a year. Excuses already starting for Caleb 🤦♂"
X Link 2024-09-24T19:30Z [----] followers, 61.6K engagements

"Caleb also doesnt need to do much look at week [--]. He played like shit and the bears still won. Just dont throw ints. Jayden has to score on every drive or we dont win. I dont wanna hear it. Jayden would look better than Caleb if he was in Chicago and Caleb was with Washington. Having DJ Moore and Rome should absolutely be enough. Jayden has Terry (who isnt even a top [--] receiver to alot of ppl) and Noah brown who we just signed off the street. Before this year started everyone said kingsberry system is college like and simple. Now all of a sudden kliff is great 😂 comical. Bottom like is"
X Link 2024-09-24T20:05Z [----] followers, [----] engagements

"@JAYChi_Bears He better his top [--] receivers are better than Washingtons #1 and their #2 was just signed off the street. Caleb would still be throwing ints if he was in Washington. Yall dont want to hear it but Jaydencaleb"
X Link 2024-09-25T04:11Z [----] followers, [----] engagements

"If you are selling oil related stocks today I think you are doing it completely wrong. They are trying to shake you out. My BS detector is going through the roof. That Saudi article has actually made me really bullish. I bought a bunch of $oxy today. Hoping ole buffet is buying as well. God speed (Definitely not financial advice)"
X Link 2024-09-26T17:08Z [----] followers, [----] engagements

"@insanereality A vessel that small would not cause the ship to react that way. This video is fake"
X Link 2024-10-03T19:14Z [----] followers, 122.4K engagements

"@mcallister_tim @insanereality Ahh yes that makes sense"
X Link 2024-10-03T19:38Z [----] followers, 20.3K engagements

"@MarioNawfal Why does skin color have to determine what party one must vote for Just bc someone is black doesnt mean they must vote democrat some of the most racist thinking Ive ever seen 🤦♂"
X Link 2024-10-10T23:59Z [----] followers, [----] engagements

"@TONYxTWO The way they are singling out black men like this in [----] blows my mind. Im not black but Im really mad for all of yall. No other races are being singled out like black men are. Its absolutely ridiculous"
X Link 2024-10-11T20:37Z [----] followers, [----] engagements

"@Moopy_Williams @JayDanielsMVP @HaterReport_ @BaltimorePolice"
X Link 2024-10-14T15:35Z [----] followers, 11.1K engagements

"@BenStandig They offered him [---] million lol"
X Link 2024-10-20T03:54Z [----] followers, [----] engagements

"The Seadrill Transocean rumor has been floating around the industry for a few months now. I dont like saying anything until the press announces it but usually its a done deal by time we hear about it out in the field. Ill be surprised if this deal doesnt happen. $rig $sdrl"
X Link 2024-10-23T21:52Z [----] followers, 11K engagements

"I just wanted to add that if the Seadrill Transocean merger actually goes through then I think you can write off all those cold stacked drillships as scrap metal unless oil can consistently stay above [---]. We are going on 6-7 years since the first rigs started to stack. Its hard enough to keep a rig functional when its warm stacked. They weld the doors shut on these cold stacked rigs theres no crew and the equipment just rusts away. Drilling equipment will seize within a few weeks if its not constantly used let alone years. Youd be looking at [--] month minimum probably [---] million minimum to"
X Link 2024-10-24T03:35Z [----] followers, 112.8K engagements

"@TiffanyFong_ But showing a Covid vaccine shot card and ID to enter restaurants in New York and California during Covid wasnt racist apparently🤦♂"
X Link 2024-10-27T01:49Z [----] followers, 128.4K engagements

"OFS has been ugly lately so Ill do my best to be positive for once 😂. While I dont think day rates will really squeeze anytime soon the market is slowly but surely healing. Three things come to mind: 1) The day rate floor seems to be set around 450k. 2) The length of contracts have been steadily increasing. Contracts signed throughout 2016-2021 were pretty much [--] or [--] well deals. The majority of contracts that have been signed lately were for at least a year. When we start seeing [--] year contracts instead of [--] year extensions thats when Ill really start paying attention to the warm stack"
X Link 2024-10-29T15:56Z [----] followers, [----] engagements

"@BillAckman @JoeBiden And Trump never made the Puerto Rico comment a comedian did . . . Not the president of the United States"
X Link 2024-10-30T04:25Z [----] followers, [----] engagements

"@Geiger_Capital Completely agree Biden was so damn happy during his speech yesterday 😂"
X Link 2024-11-08T22:26Z [----] followers, 121.5K engagements

"@DadInvest Been on ships my whole life Ive had military detachments on my ship going through dangerous areas. I have friends who sail on all kinds of ships and Ive never ever heard of this. I think your friend is bullshitting you"
X Link 2024-11-23T02:38Z [----] followers, 52.6K engagements

"@martypartymusic @Ripple Your solana just got passed up 😂"
X Link 2024-12-01T22:53Z [----] followers, 11.9K engagements

"There has been a good amount of layoffs occurring throughout the offshore drillers front office (rig support staff) right now. Very experienced and high payroll ppl getting laid off left and right. Now theres rumors circulating that a few rigs might be going cold stack. If companies are considering cold stacking rigs right now then there is zero chance any of the Transocean rigs are coming out of cold stack anytime soon. I was a very outspoken offshore bear throughout most of [----] but even I am shocked that companies are now considering cold stacking more rigs at this time. I thought whatever"
X Link 2024-12-03T00:59Z [----] followers, 14K engagements

"@Bobby_1111888 Little over a month ago youd get clowned for saying its going up 💀"
X Link 2024-12-13T17:38Z [----] followers, [----] engagements

"Finally emerging from my [----] $rig bear cave. 😂 I imagine ppl are just tax loss selling now no Been a long time since I was full blown bullish on the sector as a whole but Im getting pretty excited again. I I will be sniffing around for deals once the dust finally settles. I learned a hard lesson back in [----] just when you think OFS cant go lower its goes lower. An extremely painful lesson but saved me so much money over the last year"
X Link 2024-12-17T20:29Z [----] followers, [----] engagements

"Petrobras signed a [--] Gen Seadrill drillship - 450k day rate (is my math wrong) for [--] years that doesnt start until [----] Its a healthy day rate but I was screaming at the top of my lungs over the summer that 600k+ day rates were a pipe dream. I was upset with Transoceans recent extension on their 20k rig for 630k a day bc that doesnt take effect until [----]. I thought it would put a cap on day rates. A lot of ppl adamantly disagreed but look at all these contracts that are being signed lately. . . They are all coming in well under 600k. Ive seen these negotiations play out before. No oil"
X Link 2024-12-18T00:53Z [----] followers, 15.8K engagements

"@_MLFootball Lane Johnson literally does that every play 😂"
X Link 2024-12-22T22:24Z [----] followers, 20.9K engagements

"@granthpaulsen We wouldnt have had the second overall pick if some of these picks had worked out . . . Ron being terrible at player evaluation was a blessing in disguise bc it enabled us to be in a position to draft JD Glass is always half full bud not half empty"
X Link 2024-12-28T16:27Z [----] followers, [----] engagements

"I always take my losses on the chin. I thought $borr would be more insulated from a whole sector sell off but I was very wrong. I banged the drum for them pretty hard as a safer option but that did not end up being the case With that said hopefully my overall skepticism on the market especially earlier in the year saved you a couple bucks. Im much more positive going into [----] than this time last year. I learned a very painful lesson back in 2014-2015 when all these companies filed for bankruptcy. The good news for ppl that got caught holding some of these companies this year is that as long"
X Link 2024-12-31T18:24Z [----] followers, 10.7K engagements

"But I bet you have no problem with Hilary and Obama getting [--] million book deals. I think Trump was the only president ever to get poorer after his first term 😂. Trump never promised anyone would make money off of it. Did Trump say one time that if you buy this coin you will get rich Its all on blockchain if there is a rug pull the whole world will see it. Ppl wanna buy it as an f u to this current system"
X Link 2025-01-19T05:40Z [----] followers, 18.8K engagements

"@BCBacker I keep seeing bitcoin maxis calling for an investigation on ripple what do you call the last [--] years 🤦♂"
X Link 2025-01-24T23:33Z [----] followers, [----] engagements

"Meanwhile companies like Micro-strategies and Blackrock keep buying bitcoin making it more centralized. Only a dozen companies can mine bitcoin anymore. They accuse ripple of being centralized while ripple keeps getting rid of their escrow becoming less centralized while Bitcoin is only being bought by Fortune [---] companies and governments now. Bitcoin is basically now under government control when it was created to do the opposite so Im very confused on why they hate ripple so much"
X Link 2025-01-25T00:45Z [----] followers, 12K engagements

"Nothing is changing offshore right now and I wouldnt be surprised if its like this all year. Id love to be wrong though. This time last year I was lashing out at the $rig guys bc I knew day rates werent headed to the high 500s or into the low 600s. I thought jack ups would be a little more shielded from the sell off but they were hit just as hard. I think everyone has come to terms with the current state of day rates via stock price. I have no ill will towards Transocean or the $rig supporters. I just didnt want ppl losing money on it. The damage has been done now so theres nothing to be"
X Link 2025-01-28T23:14Z [----] followers, [----] engagements

"A lot of ppl said I was wrong when I said $rig capped the market by signing their 20k rig to the low 600s which doesnt start until [----]. Everything is being rerated downward now. This is why I was so upset last fall. So for all the $rig bulls out there you can thank Transocean for contributing to these suppressed day rates. Any oil company can now say why would we pay 550+k for a 7G ship when the 20k ship isnt getting [---] until end of [----]. They made it so easy for oil companies to negotiate now. I know I said I wouldnt hate on Transocean but they pulled an Ensco move from back in the day by"
X Link 2025-02-19T18:30Z [----] followers, 16.6K engagements

"You are programmed when working offshore to think about the worst case scenario and if that happens what can be done about it so you dont end up having a blow out. I approached that same philosophy to these drilling companies. My worst case scenario is that oil stays in the 60s. What can these drilling companies do in this situation to survive long term. Well oil companies will probably be more incentivized on developing shallower water projects while more deepwater projects could be potentially shelved (good for $ne $val $borr for having the equipment to take advantage of those areas) Ok"
X Link 2025-03-07T22:20Z [----] followers, [----] engagements

"@_Nonballknower Dont worry mama split that shit up real fast 🤣"
X Link 2025-03-23T04:46Z [----] followers, [----] engagements

"Looks like my fears on declining day rates might be overblown. This is a very pleasant surprise. Maybe inventory shrinking really is setting a floor for deep water. [--] years (2015-2021) of just straight pain has caused me to become extremely skittish. Working in an industry that had no hope for over [--] years really has caused significant mental damage. I was on an asset that literally made the company no money for [--] years even when we got a contract we were still operating at a loss. Its made me extremely pessimistic. Im still cautious and Im personally not buying any dips but it seems I may"
X Link 2025-03-31T21:53Z [----] followers, 10.6K engagements

"The overwhelming response that I got from Noble snagging these Shell contracts was that $ne had to lower their day rates to snag the contracts from $rig while also having to spend money upgrading their hook loads. My response is 1) I was surprised by the upgrade news 2) Noble probably did have to lower their rates to obtain those contracts. Over the last [--] months I said I was worried about day rates decreasing I said I was worried about oil going into the 60s and not even two months ago I said if oil stays in the 60s Im worried about companies bidding each other down. I said $ne $val and"
X Link 2025-05-01T04:46Z [----] followers, [----] engagements

"Truly perplexing . . . But lets put this in even more context. Transocean tried to sell two assets for what [---] mil but the transaction failed yet a [--] year old jackup gets over a hundred million. Looks like BW Energy is the buyer. In my personal opinion floaters have too many operating expenses for energy companies wanting to partake in owning them. In the past Shell had a joint venture with Noble on the Bullies but in general they rent instead of owning. Jackups are a much different story cost of maintenance is much more manageable and is also much easier to store if not working. These"
X Link 2025-05-05T22:56Z [----] followers, 13.7K engagements

"Im sure Transocean $rig is holding out hope for a couple of their newer builds but with todays news I think everyone now realizes majority of their stacked fleet aint coming back if any at all. I went through [--] reactivations on warm stacked rigs and it was painful enough. Reactivating one of those cold stacked girls would be an absolute nightmare. You couldnt pay me enough to go into a situation like that. I just wanted to add that if the Seadrill Transocean merger actually goes through then I think you can write off all those cold stacked drillships as scrap metal unless oil can consistently"
X Link 2025-06-04T03:04Z [----] followers, 19.8K engagements

"What a terrible day for oil bulls. 😂 This is a day that would break the soul of a bull. It was so bad that this could be a capitulation event where bulls completely give up. Maybe prices will start to slowly rise now . . . I have no clue. All I know is when they announced that the Strait of Hormuz would close my bullshit meter went through the roof which is why I made the post over the weekend. Ill take peace in the Middle East over high oil prices anyway. Keep the faith people our day will come sooner than later"
X Link 2025-06-24T00:18Z [----] followers, [----] engagements

"Not that anyone cares but Im a full blown energy bull again. Feels great to be back with the bulls Im will be aggressively buying energy every week. Tomorrow Ill post my thoughts on offshore . . . The TLDR version is jackups suck (I was wrong). Deepwater has been much more resilient. Five reasons why Im bullish on energy: 1) Everyone hates it are there any sellers left 2) Correlation between gold and oil cant be ignored. In most cases oil rises once gold makes it move. 3) Rig count dropping in Permian. 4) One of the key components of this AI revolution is total available power needed for"
X Link 2025-07-21T03:39Z [----] followers, [----] engagements

"I have been pretty bearish on both oil and day rates for the majority of the last two years. With that said the deepwater floor has been much higher than I expected while the jackup market has been significantly weaker. Im taking the L on that. I dont care if jackup rates spike through the roof next week. I thought shallow would hold up better than deepwater in a [--] dollar oil market but that has not been the case. Saudis cutback caught me by surprise among other things. I still think that market will be fine especially with the newer ultra-deepwater jackups. Im just done comparing the two"
X Link 2025-07-27T22:39Z [----] followers, 20.7K engagements

"$val please do not buy $sdrl yall got a really good thing going dont f*ck it up"
X Link 2025-07-31T05:35Z [----] followers, [----] engagements

"This is what really scared me with $rig and deepwater rates in general during this mini downturn. Think it was 6-12 months ago when I said dont be surprised if $ne and $val crush their margins just to keep their rigs working. $ne was willing to do anything to obtain that shell contract. When companies get desperate it gets ugly pretty fast. With all that said my fears were overblown and Im with $rig management I think we are at bottom or its very close. Im not switching up Im all in on energy now. Just wanted to share my reasoning on why I was so concerned in the past. Im surprised there"
X Link 2025-08-05T15:45Z [----] followers, 11.2K engagements

"Im getting more bullish on energy stonks by the day Most hated sector by far "First ever recorded net short position held by speculators in WTI crudeoil (CME & ICE combined)" @Ole_S_Hansen https://t.co/PHQ09qRACB "First ever recorded net short position held by speculators in WTI crudeoil (CME & ICE combined)" @Ole_S_Hansen https://t.co/PHQ09qRACB"
X Link 2025-08-18T21:29Z [----] followers, [----] engagements

"I dont think you can make the argument that companies in the $oih are hated anymore. Its outperformance vs oil over the last few months has been impressive"
X Link 2025-11-12T22:50Z [----] followers, [----] engagements

"Holy $slb Schlumberger"
X Link 2026-01-05T02:00Z [----] followers, [----] engagements

"@econ_713 Alot of people have been saying that for months now to wait and that its not time to buy yet meanwhile the $oih keeps grinding higher and it now up 50% since April even though oil is still floundering . . "
X Link 2026-01-07T01:15Z [----] followers, [---] engagements

"@econ_713 The $oih and $xle keep climbing higher. They are both up 10% since this post. Im afraid by the time a lot of people say its the right time to buy all of the easy money will already have been made"
X Link 2026-01-23T23:53Z [----] followers, [---] engagements

"On replacement cost and how it determines the price of future competition. The $RIG / $VAL transaction is a good example of this framework in action. Acquiring a competitor's assets for far less than it would cost to reproduce them. From Graham to Buffett and Beyond p.118"
X Link 2026-02-15T01:22Z [---] followers, 14.8K engagements

"If oil bulls needed any extra incentive here it is 😂😂😂 BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio shifts. Biggest moves: $XOP https://t.co/hy08OTlObL BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio"
X Link 2026-02-14T02:10Z [----] followers, [----] engagements

"BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio shifts. Biggest moves: $XOP puts: $415M (NEW) $XLE puts: $163M (NEW) Microsoft $MSFT: +159% to $127M Taiwan Semi $TSM: +157% to $106M Nvidia $NVDA: +22% to $124M CoreWeave $CRWV puts: $123M (NEW) Ally Financial $ALLY: +129% to $76M Electronic Arts $EA: +290% to $88M Broadcom $AVGO: $35M (NEW) Tesla $TSLA: $25M (NEW) Major exits: $FXI calls: $133M sold"
X Link 2026-02-13T21:59Z 458.6K followers, 449.8K engagements

"💪 $NE confirms that The GreatWhite will during it's 3y contract with AkerBP generate enough cashflow to pay back the cost of the upgrades/"Norwegisation" during the first 2y leaving a rig that has a much higher NPV and better contract outlook. NE mgmt showing their quality. $NE confirms that The GreatWhite will during it's 3y contract with AkerBP generate enough cashflow to pay back the cost of the upgrades/"Norwegisation" during the first 2y leaving a rig that has a much higher NPV and better contract outlook. NE mgmt showing their quality"
X Link 2026-02-12T16:45Z [----] followers, [----] engagements

"$NE confirms that The GreatWhite will during it's 3y contract with AkerBP generate enough cashflow to pay back the cost of the upgrades/"Norwegisation" during the first 2y leaving a rig that has a much higher NPV and better contract outlook. NE mgmt showing their quality"
X Link 2026-02-12T16:18Z [----] followers, [----] engagements

"Love the honesty Im also really glad he has fully recovered. I was a huge prick to the offshore bulls back in late [----] bc I didnt want ppl to have to go through this. I went through the exact same thing over a decade ago when the industry completely collapsed. Unfortunately most companies went bankrupt and I lost my ass. I dont wish that experience on anyone. It definitely makes you a better investor but hopefully ppl can learn through others and not personally experience it. $OIH $RIG $VAL $NE $SDRL Some thoughts on $RIG / $VAL merger where we are & the future + a public confession of my"
X Link 2026-02-12T16:44Z [----] followers, [----] engagements

"$OIH $RIG $VAL $NE $SDRL Some thoughts on $RIG / $VAL merger where we are & the future + a public confession of my overconfident and retarded behaviour I hope it will help some of you be less stupid than I was. I remember vividly my previous peak in liquid net worth in August / September [----]. I had 9x'd my liquid net worth in [---] years and 11x'd it from covid lows only [---] years before. I was feeling invincible and very smart. $RIG peaked just under $9 - still well below my target price of $15+. I hadn't trimmed any $RIG or offshore drillers generally because I was focussed on that target."
X Link 2026-02-12T10:26Z [----] followers, 10.2K engagements

"$RIG talking up jack-ups definitely wasn't on my bingo card though - and that seems to be pushing up $BORR too. Ironically when Transocean exited jack-ups in [----] it sold its fleet to. Borr 🤷♂"
X Link 2026-02-09T19:42Z [----] followers, [----] engagements

"@offshoremayor The only thing about $RIG that wasn't best in class was their balance sheet. The other thing holding them back was just how shitty $VAL were at restraint on their capacity. Two birds one stone"
X Link 2026-02-09T17:57Z [---] followers, [----] engagements

"The bow design on some of the newer OSVs look like they are trying to qualify for an F1 race. Wild stuff"
X Link 2026-02-06T03:05Z [----] followers, [---] engagements

"🤯 Alphabet is going to be spending more than the capex of: ExxonMobil Chevron BP Shell TotalEnergies Equinor Eni Antero Resources APA Corporation ConocoPhillips Expand Energy Continental Resources Coterra Energy Devon Energy EOG Resources EQT Corporation https://t.co/IR1ktUJ5Wh Alphabet is going to be spending more than the capex of: ExxonMobil Chevron BP Shell TotalEnergies Equinor Eni Antero Resources APA Corporation ConocoPhillips Expand Energy Continental Resources Coterra Energy Devon Energy EOG Resources EQT Corporation https://t.co/IR1ktUJ5Wh"
X Link 2026-02-05T01:49Z [----] followers, [----] engagements

"Alphabet is going to be spending more than the capex of: ExxonMobil Chevron BP Shell TotalEnergies Equinor Eni Antero Resources APA Corporation ConocoPhillips Expand Energy Continental Resources Coterra Energy Devon Energy EOG Resources EQT Corporation Diamondback Energy Occidental Petroleum Range Resources Permian Resources Imperial Oil Cenovus Energy Canadian Natural Resources Ovintiv Suncor Energy Tourmaline Oil COMBINED Let that sink in. Bye bye buybacks These better be some really nice data center $GOOGL https://t.co/cnTD9y1XPG Bye bye buybacks These better be some really nice data"
X Link 2026-02-04T23:11Z 13.5K followers, 148.6K engagements

""Bonds no longer a safe hedge" BlackRock has said"
X Link 2026-01-28T15:17Z 3.2M followers, 583K engagements

"The college system is absolutely broken. Go find a trade kids and save yourself [------] dollars. BREAKING: Americans with four-year college degrees now account for a record 25.3% of U.S. unemployment. The percentage has doubled since [----] leaving more than [---] million degree-holders age 25+ currently unemployed. This is the highest level since data collection began in https://t.co/BfIQOnNcFh BREAKING: Americans with four-year college degrees now account for a record 25.3% of U.S. unemployment. The percentage has doubled since [----] leaving more than [---] million degree-holders age 25+ currently"
X Link 2026-01-17T18:11Z [----] followers, [----] engagements

"BREAKING: Americans with four-year college degrees now account for a record 25.3% of U.S. unemployment. The percentage has doubled since [----] leaving more than [---] million degree-holders age 25+ currently unemployed. This is the highest level since data collection began in 1992"
X Link 2026-01-17T08:59Z 226.1K followers, 1.7M engagements

"U.S. will need it for Greenland US approves Canadian-designed icebreaker for Arctic cutters The United States has approved Seaspans Multi-Purpose Icebreaker design as the baseline for the US Coast Guards new Arctic Security Cutters the Canadian company said on Jan [--]. Under the ICE Pact two hulls will https://t.co/XYOpLkE9jn US approves Canadian-designed icebreaker for Arctic cutters The United States has approved Seaspans Multi-Purpose Icebreaker design as the baseline for the US Coast Guards new Arctic Security Cutters the Canadian company said on Jan [--]. Under the ICE Pact two hulls will"
X Link 2026-01-12T06:47Z [----] followers, [----] engagements

"US approves Canadian-designed icebreaker for Arctic cutters The United States has approved Seaspans Multi-Purpose Icebreaker design as the baseline for the US Coast Guards new Arctic Security Cutters the Canadian company said on Jan [--]. Under the ICE Pact two hulls will be built in Finland and up to four in the US alongside full transfer of design engineering data and supply chains. The Polar Class [--] vessels will displace up to [----] tonnes have a 60-day endurance a range of [-----] nautical miles and the capability to break ice up to [----] metres thick"
X Link 2026-01-11T07:42Z 11.1K followers, 184.1K engagements

"😮 In [----] Chevron told Biden admin they could add 800k to Venezuela production in a matter of months. Today $CVX said they could increase their own production there by 50% in 18-24 months. They are 200kbd-ish so that's 100k in [--] years What's changed Sure strip price but In [----] Chevron told Biden admin they could add 800k to Venezuela production in a matter of months. Today $CVX said they could increase their own production there by 50% in 18-24 months. They are 200kbd-ish so that's 100k in [--] years What's changed Sure strip price but"
X Link 2026-01-10T05:34Z [----] followers, [----] engagements

"In [----] Chevron told Biden admin they could add 800k to Venezuela production in a matter of months. Today $CVX said they could increase their own production there by 50% in 18-24 months. They are 200kbd-ish so that's 100k in [--] years What's changed Sure strip price but more than likely they were bullshitting Biden to get some concessions. Venezuela has lots of low-hanging fruit to quickly increase #Oil production if Maduro is forced out or flees and capital returns. In [----] my 👇Energy Tidbits memos highlighted Chevron reportedly telling Biden admin could double VEN oil production within"
X Link 2026-01-10T04:08Z [----] followers, 12.3K engagements

"This is a big deal. We signed a [--] year lease with the UK to be able to use Diego Garcia for military purposes. Many moons ago I once sailed to Diego Garcia to drop off a MILDET team. US has multiple prepro ships there that are already staged and ready to be deployed at a moments notice. If a strike group is moving through the Indian Ocean and in need of something it can be flown to Diego Garcia for pick up. Very strategic location for US. UK gov is actively trying to betray US security. If London accomplishes its goal of giving Chagos islands (incl Diego Garcia home to a critical US base) to"
X Link 2026-01-09T02:06Z [----] followers, [----] engagements

"UK gov is actively trying to betray US security. If London accomplishes its goal of giving Chagos islands (incl Diego Garcia home to a critical US base) to Mauritius it immediately affects @DeptofWar. @AlexGrayForOK and I explain how in @TheNatlInterest https://nationalinterest.org/feature/how-the-uk-is-undermining-us-indo-pacific-security https://nationalinterest.org/feature/how-the-uk-is-undermining-us-indo-pacific-security"
X Link 2026-01-08T03:55Z 17K followers, 135.9K engagements

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