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@EnergyRealist25 The Energy RealistThe Energy Realist posts on X about $slb, $xop, $oih, $borr the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XX% finance XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $slb #21, $xop #3, $oih #1, $borr #2, $xle 6.67%, nam 6.67%, acquisition #1498, faster 3.33%, has been 3.33%, how come XXXX%
Top accounts mentioned or mentioned by @leilanifarms @mugsluck @notsoalejandro @typesfast @djlowe @fuzzybe02910905 @beegjj @lasse108 @icbarrett @ultradeep3 @amitisinvesting @parrafincontrol @metzger_ri24956 @newlowobserver @izzyshares
Top assets mentioned Schlumberger NV (SLB) LyondellBasell Industries NV (LYB) Transocean LTD. (RIG) Noble Corporation (NE) Validity (VAL) Carvana Co. (CVNA)
Top posts by engagements in the last XX hours
"$BORR The XX wells mentioned in the article are onshore but the point is the Pemex-private partnerships are real and moving ahead not just talk"
X Link @EnergyRealist25 2025-09-30T13:11Z 3894 followers, 6071 engagements
"$xle $xop $oih Don't want to rain on anyone's credentials but find it interesting the Goldman lead analyst forecasting WTI will average $XX in 2026 has a whole X () years of experience. Though I suppose with AI you can probably learn the industry even faster🤷♂"
X Link @EnergyRealist25 2025-10-15T20:16Z 3894 followers, 59.4K engagements
"@djlowe I dk I first started seeing some bullish commentary in 2018 but the pandemic set everything back 2-3 years. Even so the move from sub-200k to 400k+ dayrates has been quite significant. My worst case for OFS generally is re-testing the April lows barring some calamity 🤷♂"
X Link @EnergyRealist25 2025-10-12T16:09Z 3890 followers, XXX engagements
"$xle $xop $oih How come US production is resilient at much lower capex 🤔 Well maybe capex isn't much lower 🧐 TD tracks it at -X% YoY for the public E&P group. Not a whole lot if OFS pricing has weakened too (though pricing likely more stable than prior downturns)"
X Link @EnergyRealist25 2025-10-14T17:57Z 3888 followers, 2312 engagements
"$SLB also showing small uptick in NAM Well Construction revenue (which is bit of surprise as this is the "capex" business) though YoY it is still down considerably:"
X Link @EnergyRealist25 2025-10-17T15:03Z 3892 followers, 1031 engagements
"The $SLB q2 to q3 revenue increase is due to the ChampionX acquisition. Without ChampionX NAM revenue was down X% () QoQ. International (includes offshore) basically flat at-1% 🤷♂"
X Link @EnergyRealist25 2025-10-17T11:28Z 3892 followers, 4052 engagements
"@lasse108 US natural gas prices won't be as cheap as now (didn't stop me from buying $LYB but it's a risk)"
X Link @EnergyRealist25 2025-10-17T13:25Z 3894 followers, XXX engagements
"The $SLB Production Systems segment (e.g. artificial lift production chemicals) which is an "opex" business is relatively flat accounting for ChampionX (this was the thought process behind the acquisition):"
X Link @EnergyRealist25 2025-10-17T15:00Z 3893 followers, XXX engagements
"@ICBarrett @Ultradeep3 @MugsLuck Tbh their Q&A answers made me wonder why anyone would pay 7k annual subscription"
X Link @EnergyRealist25 2025-10-17T11:59Z 3894 followers, XXX engagements
"Energy services $XES vs. E&P $XOP since the first 🌮 in April - something seems to have changed last week 🧐"
X Link @EnergyRealist25 2025-10-22T20:39Z 3894 followers, 1038 engagements
"$RIG $NE $VAL $OIH Barclays: - matter of time before #deepwater inflects - the "time" more like end rather than mid-2026 (prob more so if we stay longer in $50s oil likely delaying some capex)"
X Link @EnergyRealist25 2025-10-12T15:50Z 3894 followers, 14K engagements
"Internationally the "black sheep" (so to say) from $SLB perspective remain Mexico & Saudi; both countries are obviously closely watched by $BORR bulls too:"
X Link @EnergyRealist25 2025-10-17T15:05Z 3894 followers, 2007 engagements
"@amitisinvesting Wen the Administration taking XX% stake in $CVNA"
X Link @EnergyRealist25 2025-10-23T14:44Z 3894 followers, XXX engagements