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@quantradamus Avatar @quantradamus Quantradamus

Quantradamus posts on X about $vg, dyor, $next, $lng the most. They currently have XXX followers and XXX 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 stocks countries

Social topic influence $vg #6, dyor #357, $next #5, $lng #2, ipo, frame, downside, germany, qatar, ai

Top accounts mentioned or mentioned by @grok @lukegromen @pranayjjha @jack @iiicapital @morgenrochard @politbirojs @hodlmagoo @breedlove22 @lynaldencontact @lawrencelepard @prestonpysh @johnkrichards @tkopelman @coryklippsten @davidbcollum @egrinvestor @saylor @loganbitcoindad @wimalsamara

Top assets mentioned Vonage Holdings Corporation (VG) NextDecade Corporation Common Stock (NEXT) Cheniere Energy, Inc. (LNG) SPDR S&P XXX ETF Trust (SPY)

Top Social Posts

Top posts by engagements in the last XX hours

"@WimalSamara @VGDeepDive @rrraaaeee7 Spread between spot and lng tightened. $VG goes up when spread widens"
X Link 2025-11-29T12:19Z XXX followers, XXX engagements

"The $VG IPO coincided with peak prices for TTF. $VG is directly correlated with TTF and they couldn't have come public at a worse time. Now the tax loss selling them is biting them. However this is probably the biggest no brainer buy in the entire market if your time frame is more than a few weeks. The valuation is just stupidly cheap"
X Link 2025-12-02T00:44Z XXX followers, 1240 engagements

"@ulkser $VG is a $X downside vs $XX upside over the next XX months. If I'm within XX% of a "great price" it's close enough to be certain of a very good setup"
X Link 2025-12-02T15:51Z XXX followers, XXX engagements

"While tax loss selling is hitting $VG it's all about the HH-TTF spread. How's the weather looking in Germany"
X Link 2025-12-02T23:35Z XXX followers, XXX engagements

"@johnkrichards That's not true. Wide spreads are what drive bigger profits for $VG. The VG price chart is a literal inverse of the HH-TTF spread chart"
X Link 2025-12-03T00:22Z XXX followers, XXX engagements

"@TraderNorway $VG will inevitably trade at a premium to Cheniere because they are the lowest cost fastest cleanest producer to win more contracts while still holding enough opportunistic spot exposure"
X Link 2025-12-06T14:04Z XXX followers, XXX engagements

"And the lowest cost cleanest and fastest to market is $VG"
X Link 2025-12-07T01:28Z XXX followers, XXX engagements

"$VG long $2M 288k shares. Too many attractive risk/reward catalysts at this price. NFA DYOR"
X Link 2025-12-04T14:22Z XXX followers, XXX engagements

"Spot spreads are a much smaller factor than they use to be as $VG now has a much larger base of stable contracts. As stated in Q3 earnings: 2025 EBITDA sensitivity to a $1/MMBtu change in global LNG prices is now only $50$60 million. That is tiny compared to the billions they were swinging in 20222023 when almost everything was merchant"
X Link 2025-12-06T01:52Z XXX followers, XXX engagements

"$VG - The top funds are theoretically sitting on $800m of unrealized losses. They have a small window and a big incentive to harvest those losses and it's peaking right about now. This is the dominant factor impacting current prices it's mechanical it's temporary. The implied vol is XXX% lol.what did you expect the price to do on this stock The insiders who bought in size were the top two insiders. Those that sold were exercising stock grants with a basis of .79. They had pre-planned sales locked in. Of course they are going to stick to the plan. This is not a dominant factor but if it was"
X Link 2025-12-10T17:19Z XXX followers, 2470 engagements

"$VG - Let's assume the bears are right.what happens A defensive acquisition target by LNG XOM others in 2026 If the arbitration awards come in hot others in the sector see VG as a way to secure capacity amid glut fears. Acquisition price $8-$13 What about a strategic takeover in 2027+ double that price range. If the bulls are right you make a ton of money. If the bears are right you still might get a double from here. In the meantime if you need to sell for tax reasons go for it. Otherwise experience the risk stick around for the return. A deal in your favor vs. today's price happens imo in a"
X Link 2025-12-10T18:39Z XXX followers, 2988 engagements

"@Leeststorm17 @WimalSamara forward to the 1:10 mark:"
X Link 2025-12-11T04:08Z XXX followers, XX engagements

"$VG $NEXT $LNG"
X Link 2025-12-07T15:29Z XXX followers, XXX engagements

"This implies a 30-day XX% +/- move on $VG. Bullish catalysts: Plaquemines ramp-up news (imminent Dec 12). This is a big de-risking event. Stabilized balance sheet with the new debt refi news SPA expansions/deals Arbitration news that ups Q4 guidance. Continued lower interest rates Bearish: Spot prices dip even further Arbitration escalation Overall it's a bullish setup IMO especially with so much risk already priced in and year-end tax loss shenanigans creating an artificial low. Both $VNG and $LNG down today $NEXT up. Could be a tax loss move to sell VNG/LNG at a loss buy NEXT to stay"
X Link 2025-12-08T21:55Z XXX followers, 2085 engagements

"Understanding $VG"
X Link 2025-12-09T05:41Z XXX followers, XXX engagements

"$VG 2026 based on $9B EBITDA multiples 8x Bear: $XX 10.2x Current: $XX 12x Bull: $XX 15x Optimistic: $XX Ignore the current FUD. This is a commodity biz don't overthink it.VG is the low-cost leader with spot flexibility others don't have. This goes from a discount to premium valuation over peers so I'm Optimistic. NFA DYOR"
X Link 2025-12-06T03:36Z XXX followers, 1311 engagements

"@SteelbathOps Cheniere was also on a rodeo with their business model. 1996-2003: E&P company 2003-08: Started building LNG import terminals 2008-12: Operated as an importer/regasification co. 2010-15: started pivoting to export 2016-: LNG exporter"
X Link 2025-12-08T18:32Z XXX followers, XXX engagements

"Yes people don't realize that tax selling accelerates deep into December because funds can have a better understanding of gains they have to offset in order to provide accurate distribution estimates. We are in the thick of it right now. And it doesn't just apply to $VG. The entire sector is under tax selling pressure. It doesn't mean there aren't other headwinds but it is THE dominant thing right now pushing down prices. Catching a bottom isn't easy but selling a bottom is built on excuses that only satisfy those who make them"
X Link 2025-12-10T20:04Z XXX followers, XXX engagements

"$VG $NEXT $LNG all down big today. VG and NEXT by about the same amount. It's a sector sell-off not company specific and that sector has both mechanical year-end trading headwinds and longer-range headwinds but so what Price is all that matters. Is this a good price Anon"
X Link 2025-12-10T20:41Z XXX followers, 1171 engagements

"@gaius_octa_vius @ErikVoorhees @mcsquared34 We build a batch and train them to build themselves. Breeders"
X Link 2025-12-11T12:42Z XXX followers, XX engagements

"Index funds are the most obvious scam hidden in plain sight. $SPY $VOO $VTI"
X Link 2025-12-11T13:07Z XXX followers, XXX engagements