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@siyul Avatar @siyul Siyu Li

Siyu Li posts on X about $unfi, $lyb, $soc, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXX% stocks XXXX% finance XXXX% celebrities XXXX%

Social topic influence $unfi #11, $lyb #4, $soc #1, investment #627, batch 0.45%, $val 0.45%, $ne 0.45%, $borr 0.45%, $tdw 0.45%, $rig XXXX%

Top accounts mentioned or mentioned by @fishtowncap @alamo23445 @kingdomcapadv @nestbetter @fluctuscapital @coorslightceo @sfarringtonbkc @aureliusltd28 @fenmagne @jablamsky @lipsman @crsrbl1 @joinyellowbrick @bankingip @andrewcoye @shravanrayhaan @ecommerceshares @tidefallcapital @basadomente @somewhereoutof

Top assets mentioned Unifi Protocol DAO (UNFI) LyondellBasell Industries NV (LYB) Sable Offshore Corp. (SOC) Validity (VAL) Noble Corporation (NE) Tidewater, Inc. (TDW) Transocean LTD. (RIG) Howard Hughes Holdings Inc. (HHH) HEROcoin (PLAY) Open Custody Protocol (OPEN) Better Home & Finance Holding Company Class A Common Stock (BETR) ARK Innovation ETF (ARKK)

Top Social Posts #

Top posts by engagements in the last XX hours

"As promised here is the 2nd batch (20 ideas) from last week's "YTD underperformers" best idea thread. Enjoy and thanks to all for participating P.S. From batch one XX ideas one stands out as most compelling. I'm researching it and plan to write up in two weeks. I think many may find it appealing. Sign up at "Under the Hood" if interested"
X Link @siyul 2025-09-27T18:38Z 7591 followers, 25.1K engagements

"$UNFI 4Q25 I'm staring at this slide in awe. Often when a co in the midst of a '3Y turnaround' with mgt change (new CFO) and suffered a big setback (e.g. cyberattack w/ multi-week disruptions) it 'resets' to lower objectives. Unfi did exactly the opposite today. In its next 2Y projection below it raises top-line increases profit margins increases FCF by XXX% (from XXX% to X% of sales) and vows (implied) to deploy its entire Y26-Y27 FCF to pay down debts ($ XXX million). I rarely see anything like this. My gut feeling the confidence comes from its new CFO (Matteo Tarditi). He is onto something"
X Link @siyul 2025-09-30T12:41Z 7594 followers, 4895 engagements

"Is there a price point $SOC might be a buy tomorrow $XX $XX $X What's the FPSO route worth how to model the odds of returning SYU to Exxon A serious Q"
X Link @siyul 2025-10-15T00:00Z 7594 followers, 8127 engagements

"@FishtownCap I think it takes effort to really understand the industry; it feels opaque to me"
X Link @siyul 2025-10-11T14:56Z 7595 followers, XXX engagements

"Offshore drilling bros' perf since "Under the Hood" initiated a buy on $VAL in Feb Y25. $VAL XX% $NE XX% $BORR XX% $TDW XX% $RIG XX% Even better XX% since I pounded the table and doubled down on March X at $31/share"
X Link @siyul 2025-09-24T23:10Z 7593 followers, 3733 engagements

"I read a few $SOC posts with a continued bullish tone after Sable's FPSO move today. Fair to say no $SOC bull thesis is centered on FPSO alternative. Continued bullish stance feels "Investment thesis sliding / goalpost moving " frankly. How do I think of Sable's FPSO move It feels like a son was prohibited from dating a girl; he is angry and he chooses to indulge himself in porn videos to "punish" his parents. Certainly a hail-mary move; "what's next" gets increasingly complex to predict I wish it works out for Sable (and all shareholders) simply because that is what the right thing shall"
X Link @siyul 2025-09-30T01:58Z 7594 followers, 21.1K engagements

"$UNFI ER tmr morning high volatility expected. A quick recap: In the midst "3Y Turnaround plan" Unfi suffered a cyberattack in June and lost 30%+ mkt cap. "Under the Hood" covered it in late July after it recovered half. It has since recovered all and remains a "Buy" at UTH. What to watch tmr: X. Final cyber-attack impact (projected $65-75Mn ebitda) X. Its profitability against implied $680-720Mn NTM Ebitda (inferred from July release). If it confirms that target it is valued at under 5x NTM Ev/Ebitda. (historically ranged 6x-9x)"
X Link @siyul 2025-09-29T20:28Z 7594 followers, 4050 engagements

"@ClarkSquareCap @stoked_on_waves @kingdomcapadv @dan_rogala even shaq was impressed"
X Link @siyul 2025-10-13T23:04Z 7589 followers, XXX engagements

"Just a quick update on the August idea thread. $LYB was the most mentioned name and I spent the last few days diving. It checked a few of my "Good Assets at Distressed Price" boxes: ✔Typical cyclical business at/near the trough earnings; ✔A large-scale player with a made-in-the-US cost advantage (uncommon but interesting); But here is the issue - the upside assuming it overcomes trough and back to normalized earnings is XX% to 100%. Not bad but compared to some other "Good Assets At Distressed Price" players on my radar upside feels underwhelming"
X Link @siyul 2025-09-09T20:35Z 7593 followers, 25.6K engagements

"What's your best idea that has a negative YTD performance Ideally 2-3 sentences explaining. When everyone is victory dancing their multi-baggers I want to hear from folks with conviction and doubling down on their underperformers"
X Link @siyul 2025-09-20T17:52Z 7594 followers, 102.8K engagements

"Among 50+ ideas from my best ideas for 'YTD underperformers' thread I find $LODE the most intriguing. Over the last X weeks I reviewed SEC filings studied the industry setup exchanged thoughts with several involved investors and spoke with the CEO. I could easily write a '100 page' but I don't like long ones. I compiled the most relevant info into XX pages available at "Under the Hood" (link in bio) today. My special thanks to @whirlybard @1035_Capital for your insights your excellent write-ups and your openness to hear my pushback again and again lol. Disclaimer: I started a position in $LODE"
X Link @siyul 2025-10-12T17:24Z 7594 followers, 35.5K engagements

"$SEG 2Q25 ER 📉5% so far. Am I the only one (crazy) thinking this is Seaport's best quarter so far since its $HHH spin-off Why The burn-rate is significantly reduced YoY and QoQ. imo that is the single most important thing to Seaport. (I don't even care that much about 250W sales)"
X Link @siyul 2025-08-12T14:46Z 7560 followers, 7328 engagements

"Latest "What I'm buying" updates (and some good pushback/discussions) from sub_stack chat last Friday. $PLAY"
X Link @siyul 2025-10-05T18:01Z 7575 followers, 3305 engagements

"@Fenmagne @FluctusCapital fyi on $LYB"
X Link @siyul 2025-09-09T20:39Z 7554 followers, 1450 engagements

"Nominate a stock that has an intriguing setup but lacks a comprehensive / updated write-up that I shall give it a shot"
X Link @siyul 2025-08-06T21:21Z 7575 followers, 18K engagements

"$OPEN and now $BETR Everything Eric touches easy 2x in a day. Remember CathieW When folks bought anything $ARKK bought after Hour. Remember Chamath When folks buy any IPOAtoZ from Chamath. #OpenArmy (BETRArmy) will tell you this time is different. I say same wine different bottle"
X Link @siyul 2025-09-22T23:38Z 7525 followers, 2506 engagements

"I asked for the best ideas for "YTD underperformers" category. I'm floored by the quantity and quality of the replies. 50+ ideas I'm still organizing. Here is the 1st batch. Enjoy and thanks for your contributions"
X Link @siyul 2025-09-22T20:13Z 7594 followers, 89.1K engagements

"$unfi up XX% now. Market wakes up. as I said pre-market X% under-appreciates the magnitude of this turnaround. It is not done yet imo"
X Link @siyul 2025-09-30T17:00Z 7575 followers, 2568 engagements

"@NestBetter To me a mine's PV10 val from its latest report + a few interested party' inquiry is far less a qualified pricing event than a secondary market equity stake sale. fwiw I would be more than happy to be proven wrong about this"
X Link @siyul 2025-10-13T02:55Z 7589 followers, XXX engagements

"@CRSRBL1 Interesting idea. Is weak Q3 guide supported by a consistent macro trend (e.g. peers guide down too) or more a Crox specific concern"
X Link @siyul 2025-09-20T18:07Z 7594 followers, 3399 engagements

"@TidefallCapital @CRSRBL1 So what went wrong i mean Crox is Crox (i have a few pairs) never expect magic or quality from Crox right"
X Link @siyul 2025-09-21T00:31Z 7594 followers, XXX engagements

"$LYB was the most nominated idea from August stock thread. I looked at $LYB in early Sep (at $55). I like the story but a 50-100% upside doesn't feel compelling enough for a deep dive. Fast forward another XX% down at $XX now All else equal it starts to feel compelling. Is it time for a deep dive"
X Link @siyul 2025-10-11T14:47Z 7594 followers, 25.7K engagements