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Sam Bugs posts on X about $eeft, $mtdr, $wab, $rely the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXX% finance XXX% cryptocurrencies XXX% countries XXXX% technology brands XXXX%
Social topic influence $eeft #2, $mtdr #2, $wab #2, $rely 1.47%, $wu 1.1%, bloomberg #205, upside 0.73%, has been 0.73%, $dvn #13, $eog #11
Top accounts mentioned or mentioned by @jevgenijs @jszhang0912 @firstsquawk @wsj @tomsmith839 @cubedpermian @skundojjala @bigorrin @osint613 @tparsi @vzaiven @goldsentiment @310value @semianalysis @patriezzzz @fahd_alkhtany @beaniemaxi @philwmagness @financialjuice @jamessurowiecki
Top assets mentioned Euronet Worldwide Inc (EEFT) Matador Resources, Co. (MTDR) WABnetwork (WAB) Remitly Global, Inc. Common Stock (RELY) Western Union Co (WU) Devon Energy Corp (DVN) EOG Resources Inc (EOG) Global Payments Inc (GPN) Amdocs, Ltd. (DOX) Wise (WISE) Crane Holdings, Co. (CR) Curtiss-Wright Corp. (CW) Eesee (ESE) Toast, Inc. (TOST) 4 (FOUR) Block, Inc. (XYZ) Fiserv, Inc. (FI) MKS Instruments Inc (MKSI) Exxon Mobil (XOM) LKQ Corporation (LKQ) Carlisle Companies, Inc. (CSL) Eagle Materials, Inc. (EXP) Simpson Manufacturing Co., Inc. (SSD) PulteGroup, Inc. (PHM)
Top posts by engagements in the last XX hours
"Interesting how poorly $DOX has done relative to peer $CSGS"
X Link @Sammy_the_Nose 2025-10-08T19:55Z XXX followers, XXX engagements
"A litmus test on Trump administration support of the merger could be whether he nominates a fifth STB member to fill a vacancy that would break the apparent tie. $WAB"
X Link @Sammy_the_Nose 2025-07-30T11:56Z XXX followers, XXX engagements
"One more comment on $EEFT and I'll shut up -- it's like watching a train wreck -- can't take my eyes off it: The stock is below its Liberation Day low"
X Link @Sammy_the_Nose 2025-10-08T19:20Z XXX followers, XXX engagements
"In an earlier post I had the wrong ticker for Vital Energy. It should have been $VTLE. Remember $MTDR's horseshoe wells in '23 $VTLE now has a "J-hook" well design (the one on the left)"
X Link @Sammy_the_Nose 2025-08-13T23:23Z XXX followers, XXX engagements
"$RELY recently announced the following. $EEFT is going to have to decide whether Ria or Xe need competitive responses"
X Link @Sammy_the_Nose 2025-09-11T15:32Z XXX followers, XXX engagements
"This would increase $WAB's backlog by XX% sequentially to $26.0B. That's $14MM a locomotive"
X Link @Sammy_the_Nose 2025-09-22T17:50Z XXX followers, XXX engagements
"Possibly a $WAB loco in video given that Ukraine historically is a customer. This chart is from 2022"
X Link @Sammy_the_Nose 2025-10-08T13:58Z XXX followers, XXX engagements
"@FirstSquawk Israel and Hamas also weren't there were they"
X Link @Sammy_the_Nose 2025-10-13T18:22Z XXX followers, XX engagements
"$EEFT $RELY $WISE $WU YTD Return"
X Link @Sammy_the_Nose 2025-10-09T20:32Z XXX followers, XXX engagements
"Plusses and minuses of potential rail mergers on $WAB. Market seems more concerned about near-term risks than upside of potential upside from larger rail shipping market share"
X Link @Sammy_the_Nose 2025-07-30T10:45Z XXX followers, XXX engagements
"Wall Street has been selling E&Ps whether WTI is up or down on the day but $MTDR insiders keep adding to their positions. These are all buys (130-5000 shares all in high 40s):"
X Link @Sammy_the_Nose 2025-09-16T12:18Z XXX followers, XXX engagements
"Comments like this today from Fortune make me wonder about companies like $CR $CW and $ESE that are trading at multiples much higher than their historical ranges but who knows"
X Link @Sammy_the_Nose 2025-09-23T19:20Z XXX followers, XXX engagements
"@jszhang0912 I can't remember why but I passed on doing further work on it. Think I should revisit"
X Link @Sammy_the_Nose 2025-10-09T23:16Z XXX followers, XX engagements
"Whether stablecoins have any chance of taking share within the next ten years is irrelevant to the shorts as long as the trade keeps working. $EEFT $RELY $WU"
X Link @Sammy_the_Nose 2025-09-23T16:25Z XXX followers, XXX engagements
"I asked Perplexity to add $GPN's Genius which looks competitive in every category:"
X Link @Sammy_the_Nose 2025-09-23T10:47Z XXX followers, XXX engagements
"Waha gas dropping earlier this year. $DVN $EOG $MTDR"
X Link @Sammy_the_Nose 2025-09-17T13:04Z XXX followers, XXX engagements
"Dingmann believes $MTDR could trade as high as a 5.0-times multiple and XX% yield suggesting an equally weighted fair value of $XX per share or XX% upside. Dingmann has over XX years of experience analyzing E&Ps"
X Link @Sammy_the_Nose 2025-08-25T12:13Z XXX followers, XXX engagements
"$MKSI breaks out a "Specialty Industrial" unit that had $1.2B in revenue (29% of revenues) in '24 with revenue down XXX% YTD. The unit has "expertise and proprietary technologies across a broad array of applications in industrial life and health sciences and research and defense markets". Per the 10-K the unit's products include: Advanced chemical processes and production equipment for the manufacturing of PCBs package substrates and wafers used in smartphones computers other consumer electronics server and data centers automotive electronics and the medical and industrial industries."
X Link @Sammy_the_Nose 2025-10-11T10:44Z XXX followers, XXX engagements
"$WAB cleared things up with its own press release: "The order also includes maintenance services agreements to support the new locomotives and KTZs existing railroad fleet. ""
X Link @Sammy_the_Nose 2025-09-22T18:16Z XXX followers, XXX engagements
"Fortune morning note: $DVN $EOG $MTDR $XOM"
X Link @Sammy_the_Nose 2025-09-25T10:35Z XXX followers, XXX engagements
"The $RELY poster refers to "providers" plural but shows only $WU in the chart. In reality $EEFT has been growing nicely for the past XXX years excluding the Covid year. And check out EEFT's "EBIT margin per transaction" -- profitability increasing every year since Covid while RELY hasn't even been profitable until this year. As we have seen with so many non-legacy fintechs you can grow rapidly if you don't have to make any money"
X Link @Sammy_the_Nose 2025-08-10T18:25Z XXX followers, 1516 engagements
"On the topic of fascinating valuations $MTDR has done nothing in recent years except beat expectations increase dividends increase buybacks and maintain insider buying far above peers. Chart based on Bloomberg median consensus estimates but assuming X% below median in '25 and X% above in '26. Out years based on X% production growth and current futures curve pricing (the little barrels show the historical and current futures prices for WTI on the right-hand axis)"
X Link @Sammy_the_Nose 2025-10-08T12:53Z XXX followers, XXX engagements
"Single family housing starts had great July awful August. $CSL $EXP $PHM $SSD"
X Link @Sammy_the_Nose 2025-09-18T11:59Z XXX followers, XXX engagements
"$EEFT fun fact: During this period while the stock dropped $XX a share and three consecutive quarters were reported where the incremental EBIT margin approximately doubled the reported EBIT margin EEFT's short interest has quadrupled from 1MM shares to 4MM shares. Assuming that the August increase in the short interest of 1.5MM shares is related to issuing the convert then shares shorted outright increased by 2.5X over this period. N.B. Institutional investors love shorting companies that don't pay dividends because if you are short a dividend-paying stock you have to pay the dividend."
X Link @Sammy_the_Nose 2025-10-08T19:10Z XXX followers, XXX engagements
"Fascinating $EEFT valuation. This chart assumes '26 EPS comes in XX% below Bloomberg median estimate of $XXXXX and assumes SBC is an expense. In other words instead of using $XXXXX this chart assumes ($11.19/1.10 -$0.90) = $XXXX for '26E EPS where I am assuming SBC will be $XXXX a share. It assumes EPS in '27 and '28 grows by 6%. I personally think earnings will be better than that but that is what is embedded in this chart. The market seems to be thinking that reduced global immigration and stablecoin adoptions are going to blow up earnings"
X Link @Sammy_the_Nose 2025-10-07T20:09Z XXX followers, XXX engagements
"Presumably Elliott bought over 6MM shares in the 3Q up from zero at end of 2Q per Bloomberg table below. $GPN"
X Link @Sammy_the_Nose 2025-09-29T12:23Z XXX followers, 1124 engagements
"Re new board member Troy and Patty worked together at TSYS. $GPN"
X Link @Sammy_the_Nose 2025-09-29T12:54Z XXX followers, XXX engagements