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@100xCompounding Avatar @100xCompounding TheDailyCompounder

TheDailyCompounder posts on X about $val, val, $ne, $rig the most. They currently have XXXXX 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: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXXX% finance XXXX% stocks XXXX% countries XXXX% automotive brands XXXX% gaming XXXX% currencies XXXX%

Social topic influence $val 22.61%, val 21.74%, $ne 14.78%, $rig 11.3%, $tdw 7.83%, $crvs 6.96%, $mt 6.96%, $soc 6.09%, $fph 5.22%, soc XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @grumpierbtday @100xcompoundingnotep168731077r5vg84cutmmediumiosutmsourcenotesshareaction @realmostafah @charlieruland @unintendedcons5 @staffpro11 @sedss33321 @bryandav1z @philmickelson @tylerhardt @hierony69122434 @jim999432 @tommydeepwater @jenato2 @carlosmoram @fatalpha @alc2022 @sixsigmacapital @szewinvest

Top assets mentioned Validity (VAL) Noble Corporation (NE) Transocean LTD. (RIG) Tidewater, Inc. (TDW) ArcelorMittal (MT) Sable Offshore Corp. (SOC) Seadrill Limited (SDRL) Tesla, Inc. (TSLA) Builders FirstSource, Inc. (BLDR) West Fraser Timber Co. Ltd (WFG) Nebius Group N.V. Class A Ordinary Shares (NBIS) Robinhood Markets, Inc. (HOOD) Cleveland-Cliffs, Inc. (CLF) Nucor, Corp. (NUE) SPX6900 (SPX) Devon Energy Corp (DVN) American Eagle Outfitters (AEO) JPMorgan Chase (JPM)

Top Social Posts #

Top posts by engagements in the last XX hours

"Recording of the spaces I did on Valaris $VAL enjoy"
@100xCompounding Avatar @100xCompounding on X 2025-07-15 17:26:54 UTC 3425 followers, 3429 engagements

"$NE Noble wins new contract starting in the fourth quarter of this year"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 10:34:56 UTC 3425 followers, 1557 engagements

"Yen carry trade unwind is going to be sick"
@100xCompounding Avatar @100xCompounding on X 2025-07-24 03:11:40 UTC 3425 followers, 1221 engagements

"Watching $TSLA report XX% lower expectations of free cash flow and finishing up 3%"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 20:58:13 UTC 3436 followers, XXX engagements

"Right now we are giving away the $VAL thesis for free. (Link in bio) X pages of deep research that covers 1) offshore vs onshore economics 2) history from the last bear market to today and what has changed 3) management quality and capital allocation 4) 7th gen ship specs and why they are worth $1B+ If we replaced that free thesis with ANY other stock which would it be What do you want to see TDC dig into Drop the ticker below"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 00:59:25 UTC 3427 followers, 5682 engagements

"$SOC Sable piece is under way. Outlined for about XX pages. Sable outside of the investment side of things truly is one of the most interesting businesses Ive ever studied. The legal stuff of the last few years is fun too but this asset base is incredibly interesting to research"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 22:25:46 UTC 3427 followers, 3057 engagements

"$MT Teaser for the Arcelor Mittal thesis that is dropping in the coming days. If you have already sent me your email this will be in your inbox soon If not and you want access to this and my other work for 2025 please DM comment share or like to let me know you want access and I will collect your email Looking forward to sharing this work I think you will really enjoy the thesis"
@100xCompounding Avatar @100xCompounding on X 2025-07-15 02:59:49 UTC 3425 followers, 1266 engagements

"A more interesting story is whats going on in Cyprus and the EEZ $VAL $NE $RIG"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 03:22:25 UTC 3425 followers, 1593 engagements

"Everything points to a strong set up for floaters in the near / medium term. $NE $VAL $RIG"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 11:09:22 UTC 3426 followers, 2325 engagements

"Maybe its confirmation bias but @TommyDeepwater article on the 26/27 drilling activity is exceptionally well written and useful. Here are a few snips that I liked best. $TDW $NE $VAL $RIG"
@100xCompounding Avatar @100xCompounding on X 2025-07-02 09:05:59 UTC 3426 followers, 7708 engagements

"@GrumpierBTDay Here is the link for our piece on the gas discovery in Cyprus if you are interested $VAL $NE $RIG we are doing the entire offshore drilling industry in the coming months plus maintenance research"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 02:44:19 UTC 3425 followers, XXX engagements

"$IFP.CA $WFG $BLDR $CFP I am pounded the table on the softwood lumber duty assets for lumber producers in Canada for some time now. Tomorrow is a major catalyst for lumber producers as the official rates are set for duties. Two out comes are possible 1) Duty rates are higher 2) Duty Rates are lower If rates are higher than anticipated Interfor's North American production (50% in US South) becomes even more valuable. If rates are lower than expected Canadian production becomes more attractive. Either way it is a catalyst for what I think will be a fairly strong 2H 2025 for lumber"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 14:47:55 UTC 3433 followers, 1279 engagements

"$TSLA So Tesla can report 80%+ lower than expected free cash flow and hold up fine. But my Greek based nano cap with 7/1 leverage doing offshore services & trading at a XX% discount to NAV cant get any love Rigged"
@100xCompounding Avatar @100xCompounding on X 2025-07-24 12:33:25 UTC 3421 followers, XXX engagements

"Thanks for sharing We are proud of the work we have done on ArcelorMittal $MT"
@100xCompounding Avatar @100xCompounding on X 2025-07-18 18:33:04 UTC 3436 followers, 1021 engagements

"Check out the spaces on $MT Arcelor Mittal - really interesting play in the steel space - TDC's long form thesis on this came out a few weeks ago and is XX pages of deep research on the nature of the opportunity and can be accessed here:"
@100xCompounding Avatar @100xCompounding on X 2025-07-21 17:26:18 UTC 3434 followers, XXX engagements

"Corvus Pharmaceuticals $CRVS - See @realmostafah latest piece on Corvus Pharmaceuticals"
@100xCompounding Avatar @100xCompounding on X 2025-07-17 16:26:42 UTC 3426 followers, 1613 engagements

"$FPH Here is our earnings notes from Five Points conference yesterday. In it we cover: 1) financial results 2) recent acquisition of Hearthstone 3) future prospects for the firm We could not be happier with the results. While our earnings reports and maintenance research is typically behind the pay wall we have made this particular piece free to all. Enjoy and I hope it adds value for you"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 15:36:53 UTC 3436 followers, 1013 engagements

"We see very similar value in $FPH We think a financing and buyback is one way to add significant value and on top of that the cash flows generated from the LA and San Fran developments are going to be substantial"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 16:08:42 UTC 3436 followers, 1417 engagements

"ArcelorMittal Thesis has dropped XX pages of deep research that we think gets the value of the idea across nicely. If you are signed up for the distribution list this is in your inbox NOW Enjoy and reach out with any questions. $MT $CLF $X $NUE"
@100xCompounding Avatar @100xCompounding on X 2025-07-16 15:03:32 UTC 3426 followers, 2027 engagements

"$VAL The Valaris Thesis is out If you have signed up for the distribution list it is in your inbox. If you havent signed up and want access to this and my past work please comment like or share and I will reach out to you and collect your email. Enjoy - Arcelor Mittal and Interfor are next up. $VAL $MT $IFP"
@100xCompounding Avatar @100xCompounding on X 2025-07-11 16:53:44 UTC 3425 followers, 13.7K engagements

"Really happy with the $FPH Five Point results. Posting a free article covering them on the substack page tomorrow"
@100xCompounding Avatar @100xCompounding on X 2025-07-24 22:49:14 UTC 3426 followers, 1379 engagements

"$MT our ArcelorMittal Thesis is out XX pages of deep research that Im proud of. Join me next Monday to hear the full thesis"
@100xCompounding Avatar @100xCompounding on X 2025-07-16 19:02:37 UTC 3426 followers, XXX engagements

"Similar to 1973 with the embargo or 1979 with the fall of the shah they will blame those exogenous events as the why oil prices are higher. The fact of the matter is the inability to meet rising demand with an adequate supply response takes years or underinvestment in to set up that house of cards. It turns out starving an industry of capital that is necessary for human survival and has a natural decline has consequences . #OOTT"
@100xCompounding Avatar @100xCompounding on X 2025-07-27 17:11:45 UTC 3438 followers, 1705 engagements

"$VAL $NE $RIG Industry standard IRRs are XX% approximately. Based on what we estimated new build pricing to be that works out to close to 700K of day rate. For reference at 500K day rate Valaris earnings 1.2B in free cash flows (3B market cap today). There are some cold stacked rigs that can come online but that is a 150-200M price tag to do so and those will not be paid by the rig owners instead those are reimbursed by the NOC/IOC. This cycle is going to be epic. Lots of money will be made for the patient investor investing in offshore energy services in the next decade"
@100xCompounding Avatar @100xCompounding on X 2025-07-19 22:05:45 UTC 3425 followers, 9494 engagements

"$IFP.CA If Interfor was to be fully reimbursed for payment of its softwood lumber duties assuming a full refund that is equal to $446M USD today or $XXXX per share. It is unlikely that they get a XXX% reimbursement and I think the highest I have seen was XX% so lets assume XX% reimbursement to their lumber duties which I would argue is low and is probably more like 40-50%. In a XX% reimbursement scenario that is $134M or $XXXX per share on what is today a $XXXX stock. It isnt a question of if there will be money returning to Interfor it will happen. The question becomes when I would assume by"
@100xCompounding Avatar @100xCompounding on X 2025-06-24 16:32:45 UTC 3436 followers, XXX engagements

"26/27 are years we have penciled as highly active for offshore activity. Here is another small signal that we have some more exploration capex coming down the pipe from Galp. This on top of the X successful test wells they drilled in Namibia that are proving fruitful and will need additional spend. $VAL $NE $RIG $SDRL $TDW"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 15:00:04 UTC 3437 followers, XXX engagements

"I tried to connect with and collect every email I could to send out the $VAL thesis. I am sure I undoubtedly missed someone who wanted it so I made a landing page to make it more easily accessible to you all. If you want it just click"
@100xCompounding Avatar @100xCompounding on X 2025-07-21 01:15:12 UTC 3436 followers, 1449 engagements

"The response to the launch of the Substack page has been overwhelmingly positive. Thank you so much for your support. Almost cracking the Top XX in the Finance Category Yesterday I put out a note about the gas discovery in Cyprus what it means for Valaris $VAL and the country more broadly in terms of continued capex to develop its vast offshore resources in the EEZ. Check it out here:"
@100xCompounding Avatar @100xCompounding on X 2025-07-20 14:09:15 UTC 3426 followers, 1642 engagements

"Seems healthy to me nothing to see here. My professional advice Ignore it $SPX $QQQ"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 21:45:28 UTC 3436 followers, 1222 engagements

"@CharlieRuland Yep and Fph makes that business instantly more valuable that extra $37M co investment to Hearthstone will add a lot of value they can absolutely be a 7-8B AUM in 2-3 years time as management is targeting"
@100xCompounding Avatar @100xCompounding on X 2025-07-26 21:14:38 UTC 3432 followers, XX engagements

"Earnings season is such a blast. Ill be listening to the calls doing follow ups and posting notes on the businesses tagged this quarter. If theres something you wanted added thats in my sphere of understanding please drop the ticker. $VAL $RIG $NE $SOC $NMM $ACIC $FPH $NVGS $TDW $LXU"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 00:50:55 UTC 3436 followers, 3704 engagements

"This exacerbated by the fact that the industry is cutting capex pushing out capital spend except for deep water / floaters. Very interesting developments in the last few weeks. $VAL $NE $SDRL $RIG"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 12:19:13 UTC 3426 followers, 1745 engagements

"$SOC Jim Flores continues to impress After the $AEO shoot and in a shocking turn of events a 4th platform has been installed for Sable called the Sweeney. Jeffries estimates a $XX per share increase to NAV over night. Youre not long enough"
@100xCompounding Avatar @100xCompounding on X 2025-07-24 12:40:51 UTC 3426 followers, 10.5K engagements

"$VAL $TDW You are not investing in a spot oil price that is not your bet. Though it does seem like in the medium term prices will be higher not lower. What your actual bet is on is Oil Capex that is a trend that is easy to follow and desperately needed just to keep supply flat and even then there are significant challenges. #OOTT"
@100xCompounding Avatar @100xCompounding on X 2025-07-09 13:03:39 UTC 3425 followers, 8343 engagements

"$CRVS Corvus Pharmaceuticals Thesis Credit: @realmostafah"
@100xCompounding Avatar @100xCompounding on X 2025-07-10 15:09:10 UTC 3422 followers, 2819 engagements

"So will $FPH an $800M market cap and $VAL $3B market cap Let that sink in"
@100xCompounding Avatar @100xCompounding on X 2025-07-25 02:24:47 UTC 3425 followers, 3352 engagements

"$SOC Tentative was upheld as the order of the court. Oil will flow soon"
@100xCompounding Avatar @100xCompounding on X 2025-07-18 17:52:08 UTC 3422 followers, 10.8K engagements

"$VAL $TDW $BORR $RIG $SDRL $NE It will happen slowly and then all at once. The important thing to note is recoveries in depressed/cyclical industries are NOT linear. There will be ups and downs but the direction and duration of the coming cycle is tremendous. The market can ignore these companies for a long time and have but at the end of the day capital follows businesses that demonstrate their latent earnings capabilities. Most of these companies ( $VAL & $TDW) in particular are going to generate their market caps in free cash flows in a 2-3 year period. In that instance the market is"
@100xCompounding Avatar @100xCompounding on X 2025-07-08 19:08:11 UTC 3426 followers, 15.5K engagements

"@GrumpierBTDay Oh I havent looked at $KUYA.V so thank you And ohhh pine cliff great idea $PNE let me dig more into this one thanks for your suggestions"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 02:25:04 UTC 3422 followers, XXX engagements

"$TDW drilling strong into 26/27 - FPSOs needed built and drilling needs done. Market still doesnt care $BORR $RIG $VAL $NE"
@100xCompounding Avatar @100xCompounding on X 2025-07-02 18:42:04 UTC 3426 followers, 2311 engagements

"$VAL Yesterday Valaris announced a gas discovery in Cyrpus. What does it mean for demand What does the business think it has there in terms of resource All of this in more in our article coming out in the coming days after we get a chance to talk to management. Stay tuned"
@100xCompounding Avatar @100xCompounding on X 2025-07-17 18:59:54 UTC 3426 followers, 1208 engagements

"$VAL $SDRL $RIG $NE Onshore break-even prices were so low for so long that market share was taken from deep water which was driven by 1) economics 2) deep water horizon. Many discount the fact that in 2014 post DWH the offshore market similar to what has happened with nuclear obtained an increasingly poor reputation. That is beginning to change as the collective memory is short but more importantly the economics of offshore projects are simply better than onshore (Shale in the US for example)"
@100xCompounding Avatar @100xCompounding on X 2025-07-08 18:06:25 UTC 3428 followers, 3872 engagements

"The more I think about Nobles latest contract the more I think it was a great deal for them. $NE contracted a 6G ship for X months at $665K per day ($80M in total) for a rig they had openly discussed scrapping. While I think $VAL is the best choice in the space Noble is probably the best fleet management business in all of offshore drilling today"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 00:51:11 UTC 3431 followers, 6030 engagements

"@boyer_jeremie $NE is coming out at the end of August we have it in the content schedule. $CENX Ill look more into thank you"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 02:23:43 UTC 3426 followers, XXX engagements

"On The Horizon - See my most recent free article $SOC $NMM $IFP.CA $GSY.CA $NE"
@100xCompounding Avatar @100xCompounding on X 2025-07-17 15:09:43 UTC 3426 followers, 1962 engagements

"I am about 1/3 of the way through my upcoming piece on Arcelor Mittal $MT. If you want to read it as well as the rest of the write ups Ive done for 2025 ( $TDW $FPH $ACIC $NVGS $VAL $LXU) as well as all future thesis I come out with (currently XX in the backlog) please repost this like this or DM me with your email and I will add you to my distribution list Side note 6:00PM Central Im doing LIVE Spaces to talk about my newest thesis on Valaris See you there"
@100xCompounding Avatar @100xCompounding on X 2025-07-14 21:01:07 UTC 3426 followers, 2876 engagements

"After years of watching the cycle doing significant amounts of research on the drillers that stem from our investment in $TDW I am happy to finally announce we have made our pick in the space. $VAL. I will be posting a long form thesis in the days ahead and a spaces if there is interest. Stay tuned"
@100xCompounding Avatar @100xCompounding on X 2025-07-08 18:56:48 UTC 3426 followers, 17.6K engagements

"$SOC The tone has officially changed thank god"
@100xCompounding Avatar @100xCompounding on X 2025-07-23 18:12:14 UTC 3437 followers, 18.4K engagements

"This is a well written piece thank you for sharing Here is our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 00:34:43 UTC 3426 followers, 1731 engagements

"See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"
@100xCompounding Avatar @100xCompounding on X 2025-07-22 00:31:23 UTC 3425 followers, 1497 engagements