[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@WTI_God "@Vmaxpax @psychprofits @10009nyny 🫡 I love the OSV space (slide from old $SMHI event) Drilling activity will move OSV dayrates way faster than deepwater/jackup dayrates (my opinion). Im betting heavy on $TDW being the first in the offshore cycle to benefit from an inflection before repositioning to drillers"
X Link @WTI_God 2025-11-04T05:51Z XX followers, XXX engagements

"@psychprofits @Vmaxpax @10009nyny BROono youre a chad. Hard to keep up with all your great metals/commodities calls but Im still living and dying by the $TDW OSV sword 🗡 Also positions in drillers $BORR $NE $VAL $RIG (in that order) $FTI $SLB $XPRO $SUBCY are some other offshore names I follow 🫡 🌊"
X Link @WTI_God 2025-11-04T04:49Z XX followers, 1063 engagements

"@psychprofits @romanhelmetguy"
X Link @WTI_God 2025-11-08T21:15Z XX followers, XXX engagements

"@psychprofits @romanhelmetguy @BobRobotti Conference call should have more info on Sydney's m&a shortlist + $TDW merch 🤞"
X Link @WTI_God 2025-11-11T09:47Z XX followers, XXX engagements

"Drilling is the sizzle but production and maintenance is the meat. $TDW / $SMHI"
X Link @WTI_God 2025-10-13T19:49Z XX followers, XXX engagements

"@Vmaxpax @psychprofits @10009nyny My guess is speculation on Saudi rig callback news increasing Middle East utilization on crew boats and PSVs. If unfamiliar I recommend researching Bob Robottis involvement with $TDW and $SMHI. $SMHI PSV fleet is extremely attractive for m&a but XXX% speculation on that"
X Link @WTI_God 2025-11-04T05:19Z XX followers, XXX engagements

"@NatgasTurk @offshoremayor After reviewing the Harvey Gulf site and asking grok to help it would appear remaining fleet average age is 11yrs. PSVs are 10.8yrs old. XX% 700m2 deckspace A side note is low-hanging synergies at port Fourchon facilities (dock fees + drydocking). Fairly attractive 🧐"
X Link @WTI_God 2025-11-12T10:04Z XX followers, XX engagements