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@100xCompounding Avatar @100xCompounding TheDailyCompounder

TheDailyCompounder posts on X about $soc, $crc, $oln, $ipi 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 finance XXX% stocks XXXX% currencies XXXX% cryptocurrencies #6670 countries XXXX% technology brands XXXX%

Social topic influence $soc #11, $crc #2, $oln #18, $ipi #1, $rig #1, $lxu #1, $val #1, $ne #99, $oxy #53, $wlk #2

Top accounts mentioned or mentioned by @philmickelson @tradedollarnut @parrotcapital @lipsman @mikeumbro @hierony69122434 @anton826237141 @ktmkr1 @rogercfr @sedss33321 @leveredlunatic @luigitapioca @charliefatboy23 @alphaarkinvest @1stamendment24 @deepvalueoracle @joinyellowbrick @wishywishing @realmostafah @100xcompoundingr5vg84cutmmediumiosutmsourceprofile

Top assets mentioned Sable Offshore Corp. (SOC) California Resources Corporation (CRC) Olin Corp. (OLN) Transocean LTD. (RIG) Validity (VAL) Noble Corporation (NE) Oxygen (OXY) Westlake Chemical, Corp. (WLK) ArcelorMittal (MT) Tidewater, Inc. (TDW) Seadrill Limited (SDRL) Brookfield Corporation (BN) Mosaic Co (MOS) Californium (CF) Nutrien Ltd. Common Shares (NTR) Phillips XX (PSX) Occidental Petroleum Corporation (OXY)

Top Social Posts #

Top posts by engagements in the last XX hours

"$OXY $OLN $WLK Berkshire $BRK is the buyer of OXY petrochemical business which is a really positive development in the market. Another rationale player that will operate prudently. Also a nice signal that is Berkshire is looking at investing in petrochemicals maybe there is some value in the space broadly Or does that only apply to snowflake and Ulta"
X Link @100xCompounding 2025-09-30T21:55Z 4039 followers, 2167 engagements

"$SOC Company confirms Trump admin involvement and trump himself. And a nice quote from @Seawolfcap These federal assets will be extracted one way or another"
X Link @100xCompounding 2025-10-09T21:06Z 4041 followers, 122.3K engagements

"$SOC Save the trees and the environment enable sable. Heres the kicker: the most climate-friendly lowest-carbon oil available to Californians sits right off our coast. Every barrel from the Sable project is produced under the worlds toughest safety and environmental standards continuous emissions monitoring rigorous spill-prevention plans and top-tier worker training. Yet local resistance to a land-based pipeline scuttles this option. The result We choke off our own responsibly produced fuel and double down on imports that devastate rainforests and imperil communities"
X Link @100xCompounding 2025-10-02T02:00Z 4040 followers, 4773 engagements

"$IPI I am a sucker for off balance sheet assets. Intrepid XTO payments represent 1/3 of their current market capitalization"
X Link @100xCompounding 2025-10-09T13:24Z 4039 followers, 1050 engagements

"$SOC Under the Biden Admin XXX federal drilling permits were approved in California - what do you imagine the Trump Admin will do should Sable come knocking The opposition knows Sable's federal assets WILL be developed. One way or another. It can benefit the state or it can spite the state if they continue to play games and continue to arbitrarily block the use of the refurbished pipeline. Jobs tax revenues XX% additions to the energy needs of the state. OR FPSOs and tankers off the coast for the foreseeable future no tax revenues and the oil goes to Washington state. @PhilMickelson"
X Link @100xCompounding 2025-10-02T19:54Z 4037 followers, 2988 engagements

"As Uranium and Gold continue to catch a bid the left for dead commodities like Ag Lumber Oil Steel and Petrochemicals present attractive opportunities- we will dig into a few our favorite investments in each industry $MT $IFP.CA $TDW $RIG $IPI $LXU $OLN"
X Link @100xCompounding 2025-10-11T16:35Z 4040 followers, XXX engagements

"$NVGS Navigator Gas has been a quiet outperformer for us since we filled the position out yet even in the deep value / contrarian world the name is largely ignored along side $LXU and $ACIC which are two other core holdings of ours and have been for some time"
X Link @100xCompounding 2025-09-08T18:30Z 4037 followers, 1530 engagements

"I am held hostage by no political affiliation. I will clap when @realDonaldTrump does good things and I will boo just as loudly when he does stupid things. His second term has not been good thus far. However I will clap for the releasing of hostages and I will support any president who has the political will to broker peace anywhere in the world. Political posturing and rhetoric aside no more dead Palestinian children and no more Israeli hostages held under ground is a net positive no matter who is in office. Well done"
X Link @100xCompounding 2025-10-13T17:23Z 4040 followers, 1467 engagements

"Newport/Inglewood Fault Line $SOC $CRC"
X Link @100xCompounding 2025-10-09T17:34Z 4035 followers, XXX engagements

"All energy is additive - even if we went XXX% Nuclear SMR we would still burn the incremental barrel of oil burn the MMBTU of natural gas and increase personal consumption. #OOTT"
X Link @100xCompounding 2025-10-08T01:16Z 4033 followers, 1595 engagements

"$SOC For those curios Chevrons biggest refinery and XX% of the states refining capacity just burst into flames in California. The Martinez fire was a 100+ day shutdown. If El Segundo is down Bencia is out and Wilmington is to follow p66 is out by year end thats XX% of the states throughput"
X Link @100xCompounding 2025-10-03T11:51Z 4040 followers, 12.3K engagements

"$OLN $WLK $OXY Spaces on Oxys potential sale of its Petrochemical business"
X Link @100xCompounding 2025-09-29T15:51Z 4039 followers, 1447 engagements

"$RIG $VAL $NE Our thesis on Transocean is out In it we discuss: - History of offshore deep water rigs - Transocean's fleet - Balance sheet and deleveraging - Offshore Capex Trends - Capital Allocation - Unit Economics of a Vessel + Company Replacement cost Enjoy"
X Link @100xCompounding 2025-10-14T18:40Z 4041 followers, 3818 engagements

"$SOC "But heres the other side of the story: For decades scientists have studied natural oil spills occurring continuously in this area from oil seeping out of the ocean floor and washing up on beaches. Numerous studies have found that pumping oil actually reduces natural seepage." - Forbes Article "The Environmental Defense Center calls Sable a fly-by-night Texas oil company But its not. CEO Jim Flores XX has a long history in offshore oil development. In 2013 he sold publicly traded Plains Exploration to Freeport McMoRan for $XX billion. Flores was CEO of Freeports oil and gas division"
X Link @100xCompounding 2025-09-30T20:25Z 4040 followers, 9915 engagements

"@commonsenseplay I have not followed these quantum stocks at all - have no interest in them long but wondering why they are so shitty Just no earnings or are the insiders crooked"
X Link @100xCompounding 2025-10-14T00:55Z 4038 followers, XX engagements

"$SOC Given planned refining outages by the beginning of 2026 California was going to be walking a tight rope with just a X% buffer between refining capacity and daily consumption. With Chevrons El Segundo out there will be a deficit of roughly XX% between the states needs daily and what the state can refine"
X Link @100xCompounding 2025-10-03T12:06Z 4037 followers, 4423 engagements

"They need to make it like when you tag a stock from another country like Canada you do $XX.CA For crypto it should be $XX.DogShit"
X Link @100xCompounding 2025-10-13T23:04Z 4041 followers, 1778 engagements

"KC Barrels Per Day of Production $SOC $CRC"
X Link @100xCompounding 2025-10-09T17:34Z 4037 followers, XXX engagements

"Another relevant question is why is he blocking $SOC from coming online Adam this is a company that has a pipeline ready to go that can ramp to 50K barrels of oil PER DAY which is an additional XX% of the states current out put (259K). In addition the pipeline is ready to go and can be turned on today. Instead Gavin Newsom and his cronies are using lawfare tactics and politics to block a private business from utilizing its property to help California domestic energy security and lower energy prices for everyone in the state"
X Link @100xCompounding 2025-10-10T17:21Z 4040 followers, 4477 engagements

"Join us to chat $OXY recent rumblings of selling its petrochem arm. Who is the buyer and what does this mean long term $OLN $WLK"
X Link @100xCompounding 2025-09-28T19:34Z 4039 followers, 1220 engagements

"KC Declines $SOC $CRC"
X Link @100xCompounding 2025-10-09T17:34Z 4040 followers, XXX engagements

"But Mr Ultra Deep. 2030 carbon reduction 2050 net zero China demand going to X $RIG $VAL $NE $SDRL #OOTT"
X Link @100xCompounding 2025-10-13T17:18Z 4040 followers, 1976 engagements

"$SOC Sable up next"
X Link @100xCompounding 2025-10-01T14:37Z 4037 followers, 3970 engagements

"CA Fault Lines $SOC $CRC"
X Link @100xCompounding 2025-10-09T17:34Z 4035 followers, XXX engagements

"$SOC Continues to run the dual track. Despite what shorts keep hollering Plan B is a very real course of action that has been talked about for a very long time. They hope its not real. They think its a bluff and desperation. Meanwhile the Sec of Interior is directly supportive of Sables efforts and has an interest in increasing state wide energy production. These federal assets will be extracted period"
X Link @100xCompounding 2025-10-10T11:49Z 4040 followers, 13.2K engagements

"$IPI Targeting 300K annual prod Has a net cash balance sheet and an undrawn 150M revolver $2M of growth capex $XX sustaining shares trade for a fraction of replacement cost"
X Link @100xCompounding 2025-10-09T13:47Z 4040 followers, XXX engagements

"Our Latest Piece on CA Oil and $SOC impact"
X Link @100xCompounding 2025-10-09T17:36Z 4040 followers, XXX engagements

"This is the greens hopium. That its an empty threat. Bc they have no defensive action against it and have to hope its not true. Sorry but it is. $SOC"
X Link @100xCompounding 2025-10-02T22:28Z 4037 followers, 4100 engagements

"P66 is closing by Q4 2025 and Valero Wilmington is likely to exit as well. Additionally Chevron has made it known they intend to start exiting the state as well. $SOC"
X Link @100xCompounding 2025-10-01T19:40Z 4040 followers, 5595 engagements

"$SOC An interesting tone switch in the piece from the SB Independent - some of my favorite quotes below: This will put the company safely beyond the authority of state or local regulatory agencies In the same notice the company also announced that it had just submitted to the Office of the State Fire Marshal an official request to restart its Santa Ynez Unit Sable has reported it has $XXX million worth of insurance coverage and has noted that state law requires only $XXX million of coverage With President Donald Trump famous for his support of the oil industry and his hostility to California"
X Link @100xCompounding 2025-09-30T03:46Z 4034 followers, 13.2K engagements

"You need to get $SOC online then ASAP. Californias energy problems dont just affect California. They provide critical jet fuels to our military and also provide critical refining capacity to states like Arizona. The truth is Californias energy policy directly threatens US national security while it imports ever increasing amounts of foreign crude funding nations that are directly adversarial to the United States interests"
X Link @100xCompounding 2025-10-09T14:58Z 4040 followers, 64.4K engagements

"Nice coverage of $OLN we have been long the name for a long time and have been wrong to date. Over a 3-5 year holding period this business will generate its market cap in cash flows we believe and at the very least spit off persistent 9-13% FCF yields buyback stock and pay down debt as demand and supply rebalance after nearly a decade of being depressed and chinas effect from over producing expoxy and other core chemical products"
X Link @100xCompounding 2025-10-09T01:40Z 4040 followers, 1952 engagements

"Its not just cleaner from less net oil seepage but methane release as well enable sable $SOC"
X Link @100xCompounding 2025-10-09T01:27Z 4040 followers, 3409 engagements

"Join me to discuss Californias Energy dilemma. From structurally high prices EV woes refining collapse and mother natures potential effect we will walk through it all. Plus how $SOC fits into the big picture of CA energy"
X Link @100xCompounding 2025-10-07T19:16Z 4040 followers, 3205 engagements

"Agreed we think the Fertilizer trade is missed by the market overall - even Oil as much as it is hated gets a large amount of public interest - LSB Industries $LXU and Intrepid Potash $IPI are how we are positioning for the Fertilizer trade - another that might peak your interest is NA Lumber producers - 2-3x normalized cash flows with a huge demand tailwind and no incremental supply"
X Link @100xCompounding 2025-10-07T18:46Z 4039 followers, 1815 engagements

"$SOC Tomorrow we expect Sable Offshores tentative on the Sable v CCC case to drop. We are expecting at least a partial victory and will update our paid subscribers as soon as the tentative ruling drops. Subscribe below to stay up to date Cheers"
X Link @100xCompounding 2025-10-14T02:24Z 4041 followers, 5197 engagements

"$SOC Right because Sables army of lawyers is going to allow factually incorrect information into a SEC filing Got it"
X Link @100xCompounding 2025-10-10T13:47Z 4040 followers, 4122 engagements

"$RIG $VAL $NE"
X Link @100xCompounding 2025-10-13T13:54Z 4040 followers, 2098 engagements

"$SOC $CRC Spaces on California energy crisis"
X Link @100xCompounding 2025-10-09T17:30Z 4035 followers, 2525 engagements

"$SOC Over the last XX to XX years the California state excise tax on gasoline has increased by XXX% the number of motor vehicles has grown by XX% and our population has increased by XX% Mische wrote. Meanwhile the number of refineries has declined by XX% in-state oil field production has fallen by XX% finished gasoline stocks have declined by XX% in-state daily refinery capacity has decreased by XX% average gasoline prices for all formulations have gone up by XXX% and imports of non-U.S. foreign oil increased 712%"
X Link @100xCompounding 2025-10-03T19:21Z 4037 followers, 5997 engagements

"WBT Fault Line Paper $SOC $CRC"
X Link @100xCompounding 2025-10-09T17:34Z 4040 followers, XXX engagements

"$RIG $NE $VAL While I think this cycle is going to be long in the teeth it is nice to see a contraction of the fleet and supply/demand right sizing further. Any incremental increase in demand which is clearly economic and coming will provide some nice torque to the day rate momentum"
X Link @100xCompounding 2025-09-24T13:47Z 4036 followers, 3934 engagements

"Average production in US $SOC $CRC"
X Link @100xCompounding 2025-10-09T17:34Z 4035 followers, XXX engagements

"$MT Arcelor adds some cheap capital to the stack"
X Link @100xCompounding 2025-10-01T02:54Z 4034 followers, 1103 engagements

"$SOC Seems as though people are starting to understand the position sable has today. Easy way or hard way - California gets to decide"
X Link @100xCompounding 2025-10-02T20:22Z 4037 followers, 4958 engagements

"$SOC $XXXX is what it costs just for the imported crude alone in CA. Add in $XXXX of punitive environmental compliance fees another $XXXX for underground storage tank fees $XXXX in state excise taxes and that all adds up to perpetually higher prices. On top of that the state holds roughly XX days worth of reserves. Meanwhile the Sable Offshore pipeline that has a target production rate of 50K adds roughly XX% to the states domestic production capabilities. The pipeline to move this crude is ready the company is ready meanwhile state overreach and red tape is preventing this crude from"
X Link @100xCompounding 2025-10-10T17:16Z 4040 followers, 4248 engagements

"I think the December/Jan activity is playing the anticipation of actual yield per acre reported by the USDA being meaningfully lower than anticipated (5-7 bushel an acre which is a massive miss) $IPI $MOS $LXU $CF"
X Link @100xCompounding 2025-10-08T00:53Z 4038 followers, 4552 engagements

"$SOC Is that the case Or is it that for the last two years Sable has continued to grind forward and pass through every hoop the state has tried to throw their way and now that the state has their back against the wall they are throwing out any and every lawsuit they can as a last-ditch desperation effort Or are you of the opinion the state and those in opposition to sable are too upstanding and righteous to use lawfare against their adversaries"
X Link @100xCompounding 2025-10-10T14:40Z 4040 followers, 5589 engagements

"Welp that certainly doesn't fit the narrative of contracting activity being dead through 2027 $BORR $RIG $VAL $SDRL $TDW $NE"
X Link @100xCompounding 2025-09-24T17:14Z 4033 followers, 2251 engagements

"$SOC It is worth noting that Greg Hart who is being called upon as a spokesman and reliable source of information around Sable Offshore was also a party to ABX2-1 which has led to the mass exodus of refiners from the state since its inception. When gas prices spike because of supply constraints everyday Californians suffer and the oil industry profits. This legislation will protect California consumers by ensuring refineries maintain a stable fuel supply saidAssemblymember Gregg Hart (D-Santa Barbara). This bill is a common-sense solution. By requiring oil companies to better plan for"
X Link @100xCompounding 2025-10-02T16:17Z 4040 followers, 3617 engagements

"@STUARTTURLEY16 Enjoyed your conversation with @MikeUmbro on CA energy I just finished up a piece that overlaps with a lot of what you discussed as well as Sables impact on state supply should the state get out of its own way $SOC Check it out:"
X Link @100xCompounding 2025-10-08T23:27Z 4039 followers, 1446 engagements

"$SOC $CRC Newsom and California have one solution to their energy crisis - Sable Offshore and the Santa Ynez Unit. In our most recent piece I break down the following: 1) Why High Energy Prices are a Choice in CA 2) Why Kern Counties 2000 new wells will not cut it 3) Refining Capacity in the state and What It Means Long Term 4) Fire and Seismic Risk 5) Actionable Policy Solutions to Help Alleviate Cost to Produce 6) How Sable Oil via its Pipeline is the Only Tangible Options Left for California and Newsom's 2028 Presidential Ambition I made a significant portion of this piece free for all to"
X Link @100xCompounding 2025-10-07T15:21Z 4039 followers, 95.7K engagements

"$SOC Tomorrow is Sable Offshores hearing against the CCC. We are expecting at least a partial victory and will update our paid subscribers as soon as the tentative ruling drops. Subscribe below to stay up to date Cheers"
X Link @100xCompounding 2025-10-14T01:13Z 4034 followers, XXX engagements

"$SOC "It turns out the price of Californias battle with oil both politically and at the pump may be too much for the governor and the state to bear.Now with two oil refineries expected to shut down over the next year the Democratic governor has halted his fight with the industry he accused of price gouging and targeted in two special legislative sessions.A Phillips XX refinery in Wilmington is slated to close by the end of the year and a Valero facility in Benicia announced plans to shut down in April. The closures could reduce Californias in-state oil refining capacity by XX% setting off"
X Link @100xCompounding 2025-10-01T14:16Z 4040 followers, 9932 engagements

"$OLN $WLK $OXY OXY Westlake snd Olin control XX% of the North American market for caustic soda/ chloralkali if one of those businesses buys Oxys pet chem business its a massive win"
X Link @100xCompounding 2025-09-28T18:02Z 4039 followers, 3119 engagements