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@ZmansEnrgyBrain Avatar @ZmansEnrgyBrain Z4 Energy Research

Z4 Energy Research posts on X about $snd, $aesi, $ar, $pump the most. They currently have XXXXXX 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: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% cryptocurrencies #4752 finance XXXX% currencies XXXX% countries XXXX%

Social topic influence $snd #1, $aesi #1, $ar #39, $pump #9, target 6.61%, strong 5.79%, $slb #15, $civi 4.96%, $sm 4.13%, $pten #4

Top accounts mentioned or mentioned by @gmailcom @seekingalpha @war527 @financehandson @jszhang0912 @aramondiaz @quibono1776 @variantview_x @qui_bono1776

Top assets mentioned Atlas Energy Solutions Inc. (AESI) Arweave (AR) PumpBTC (Governance token) (PUMP) Schlumberger NV (SLB) Civitas Resources, Inc. (CIVI) SM Energy Company (SM) Patterson-UTI Energy Inc (PTEN) Liberty Energy Inc. (LBRT) Windoge98 (EXE) Inery (INR) Coterra Energy Inc (CTRA) USA COMPRESSION PARTNERS LP (USAC) Chord Energy Corporation Common Stock (CHRD) Crescent Energy Company (CRGY) EQT, Corp. (EQT) Gulfport Energy Corporation (GPOR) Cheniere Energy, Inc. (LNG) Flex Ltd. Ordinary Shares (FLEX) Halliburton Company (HAL) Kodiak Gas Services, Inc. (KGS) Archrock Inc (AROC) Oklo Inc. (OKLO)

Top Social Posts

Top posts by engagements in the last XX hours

"Why do this $CIVI $SM"
X Link 2025-11-03T13:24Z 11K followers, 2635 engagements

""Were not assuming any synergies for 2026." Won't say what might be divested. 1.0x debt target if $XX oil 1.4x at YE27 if $XX WTI. SOMEONE FIND ERIC GREAGOR $CIVI $SM #OOTT"
X Link 2025-11-03T15:22Z 11K followers, 1053 engagements

"$AESI DRAFT comments on site. #OFS #SAND"
X Link 2025-11-03T22:15Z 11K followers, 1290 engagements

"$AESI - call about to begin called down fairly sharp dividend suspended notes on site live notes soon. We do not own the name"
X Link 2025-11-04T13:03Z 11K followers, XXX engagements

"$AESI 4Q25 Street revenue and EBITDA too high. #sand #ofs"
X Link 2025-11-04T13:35Z 11K followers, XXX engagements

"$AESI - expect sequentially lower #sand volumes in 4Q. Sees 4Q volumes as cycle low. Sand pricing slightly lower 4Q ($20/ton) vs 3Q ($20.35/ton)"
X Link 2025-11-04T13:37Z 11K followers, XXX engagements

"$AESI referring to capex per MW in line with what others have shares (so around $XXX MM/MW with BOP). #ai #power #ofs"
X Link 2025-11-04T13:39Z 11K followers, 1062 engagements

"$AESI - suspension of dividend is "strategic pause". Cash flow from sand logistics not meeting dividend Preserve balance sheet Cash on hand to pay for new power segment #AI #power #OFS"
X Link 2025-11-04T13:40Z 11K followers, 1140 engagements

"$HPK down XX% ahead of call after volume-based 3Q miss. Notes on site. Live call notes soon. All time low #permian #oott"
X Link 2025-11-06T16:55Z 11K followers, 2267 engagements

"$AESI (monitored) Barclays throws in the rest of the towel downgrades from Equal to Under-Weight cuts target from $XX to $7"
X Link 2025-11-14T13:08Z 11K followers, 1742 engagements

"A TALE OF TWO SANDS $SND $AESI #OFS"
X Link 2025-11-17T20:04Z 11K followers, XXX engagements

"The Tuesday Post $SND $EXE $CIVI #oil #natgas #oott"
X Link 2025-11-18T14:37Z 11K followers, XXX engagements

"$AR @ X mo hi. We like the combo of lightly hedged gas (ex collars) and unhedged NGLs here. AR cash flow loves higher oil and gas prices. @ $XXXXX trades at 4.8x our Z4 2026 Base Case ($4.25 gas). Upside target is $XX for a 6.0x mulitple of Base Case. #natgas"
X Link 2025-11-28T17:41Z 11K followers, 1698 engagements

"$SND - more recent"
X Link 2025-12-04T14:52Z 11K followers, XXX engagements

"We have X $SND articles left to gift from Seeking Alpha. Email zmanalpha@gmail.com to get yours. #sand #frac"
X Link 2025-12-04T17:41Z 11K followers, 1665 engagements

"In case you are wondering there are no tariffs on $SND's volumes sold into Canada and Mexico"
X Link 2025-12-04T19:40Z 11K followers, XXX engagements

"$CRGY rolling higher tagging $XX and dragging VTLE with it. Best level for $VTLE since the deal to be acquired was announced in August. #OOTT"
X Link 2025-12-05T14:42Z 11K followers, XXX engagements

"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-05T20:16Z 11K followers, XXX engagements

"$AR #natgas"
X Link 2025-12-08T10:27Z 11K followers, 1430 engagements

"The Monday Post #natgas #oott $AR $SND"
X Link 2025-12-08T11:34Z 11K followers, 3007 engagements

"$INR going to X rigs. $SND has two terminals in Ohio to feed the rising #Utica activity as welll as Marcellus needs in PA and WV from these guys $EQT and $AR. #sand #frac #ofs #oott"
X Link 2025-12-08T13:08Z 11K followers, XXX engagements

"Fun with some old maps we had around $AR #NATGAS"
X Link 2025-12-08T13:34Z 11K followers, 2568 engagements

"$AR said to think of them as a X rig company vs X rigs in the past. Positive for $SND demand"
X Link 2025-12-08T14:24Z 11K followers, XXX engagements

"$SND - so $AR only planned to drill X wells on that acreage they sold to $INR today over next X years. INR is adding a rig and plans to get busy. More activity in the #Utica is good for sand demand. $SND has two terminals not yet at full capacity that can serve that. #natgas"
X Link 2025-12-08T14:37Z 11K followers, XXX engagements

"$AR - expect price target upgrades tomorrow. #natgas"
X Link 2025-12-08T14:38Z 11K followers, XXX engagements

"$AR pro forma 2026 math on site. #natgas"
X Link 2025-12-08T17:15Z 11K followers, 1012 engagements

"$SND #weatesand #frac #ofs"
X Link 2025-12-08T19:36Z 11K followers, XXX engagements

"@WAR527 Some sellside liked the INR inventory gain and AR caught a downgrade pre announcement plus gas today. So theres that"
X Link 2025-12-09T19:18Z 11K followers, XXX engagements

"President Trump gave President Zelensky days to respond to a Russian peace plan and wants elections in Ukraine. Zelensky is set to deliver a peace plan with Europe tomorrow and says that with security guarantees elections could be done early next year. Got it. #oott"
X Link 2025-12-09T19:49Z 11K followers, 1072 engagements

"$SLB - three price target upgrades and counting this morning"
X Link 2025-12-11T12:57Z 11K followers, XXX engagements

"$PUMP A push over $XXXXX today would take the name to new X year high. $CTRA #Permian #Power"
X Link 2025-12-12T14:28Z 11K followers, XXX engagements

"Subscribers see trade notification comment #30 under today's post or check your email. #frac #sand"
X Link 2025-12-12T18:19Z 11K followers, XXX engagements

""Schlumberger $SLB plans to invest $XX million to expand its manufacturing operations in Caddo Parish Louisiana." #HAYNESVILLE #NATGAS"
X Link 2025-12-09T19:34Z 11K followers, 1040 engagements

"PERMIAN ACTIVITY HOLDING UP BETTER NOW. $PUMP $PTEN $LBRT $ACDC $AESI"
X Link 2025-12-09T20:21Z 11K followers, XXX engagements

"$PTEN up X% best level since 3Q call at $XXXX. It is by far the cheapest name in the frac group now trading at 4x next years math vs peers at X to 7x. Arun is a very smart guy but that downgrade was a towell toss too far for us"
X Link 2025-12-10T20:23Z 11K followers, XXX engagements

"$PUMP on the tape with another power deal this time distributed micro grids in New Mexico for $CTRA in service by 1Q26 (fast). Also ordered more power reaffirmed capex/Mw And said #frac is having a "strong finish" Estimates and targets up next week. Cycle high today. #ofs"
X Link 2025-12-12T12:39Z 11K followers, 1115 engagements

"$SND - resilient despite the run and stronger into the weekend. Private equity time just like Apollo for US Silica in 2024 #sand #OFS #natgas"
X Link 2025-12-12T20:19Z 11K followers, XXX engagements

"Guess we better understand why $CIVI management changes of late. $SM to be the surviving entity "
X Link 2025-11-03T11:48Z 11K followers, XXX engagements

"The lack of congrats on this deal is very loud. $civi $sm #oott"
X Link 2025-11-03T15:28Z 11K followers, 1953 engagements

"$SND at $X will be trading at 2.4x our 2026 E EBITDA. #SAND #OFS"
X Link 2025-11-24T15:12Z 11K followers, XXX engagements

"Tudor softening on #natgas E&Ps after the recent run targets overhead but they're cutting ratings on $AR and $GPOR"
X Link 2025-12-01T14:26Z 11K followers, XXX engagements

"$AR's view of $LNG export capacity through 2030 has increased. #natgas"
X Link 2025-12-01T17:00Z 11K followers, 3003 engagements

"We have X free Seeking Alpha articles gift out between $SND $PUMP and $USAC. Please email zmanalpha@gmail.com to claim one and just put the ticker in the subject line"
X Link 2025-12-04T13:41Z 11K followers, XXX engagements

"$CIVI at best levels since merger with $SM was announced. This in no way suggests we like this chimera going forward. #OOTT"
X Link 2025-12-05T16:21Z 11K followers, XXX engagements

"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-08T13:11Z 11K followers, XXX engagements

"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-08T14:02Z 11K followers, XXX engagements

"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-08T14:23Z 11K followers, XXX engagements

"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-08T14:31Z 11K followers, XXX engagements

"3 weeks of $SND"
X Link 2025-12-08T14:49Z 11K followers, XXX engagements

"No time like the present for $CHRD to monetize their Marcellus sub. #bakken #oott"
X Link 2025-12-08T18:55Z 11K followers, 1562 engagements

"$EXE should pick this off now for lower $ before NEPA in basin demand jumps the price up. $CHRD #marcellus #natgas"
X Link 2025-12-08T19:20Z 11K followers, XXX engagements

"Dear @SeekingAlpha $SND"
X Link 2025-12-08T20:50Z 11K followers, 2102 engagements

"$SND at XXXXX mm shares is about 20x average volumes from XX days ago"
X Link 2025-12-08T21:05Z 11K followers, 1296 engagements

"Commented on $SND - Smart Sand: Record Quarter Strong Guidance And Low Valuation"
X Link 2025-12-09T18:25Z 11K followers, XXX engagements

"$SND #ofs #sand #frac"
X Link 2025-12-09T18:49Z 11K followers, XXX engagements

"JPM upgrades $PUMP and $LBRT seeing idiosyncratic growth opportunities" in other words power segments. And downgrades $PTEN (apparently on lack of same and also pair trade commish generation bonus season ahead). #welcometothepartypal #ofs"
X Link 2025-12-10T12:38Z 11K followers, 1378 engagements

"$SLB closes first Liberation Day gap second gap overhead. We continue to hold a FLEX portfolio trading position here from mid-year"
X Link 2025-12-10T15:53Z 11K followers, XXX engagements

"#PERMIAN BOTTOMING $PUMP (we own) $AESI (we monitor). #OFS"
X Link 2025-12-10T18:26Z 11K followers, XXX engagements

"#oil #natgas #ofs #oott $ACDC $LBRT $PTEN $PUMP $HAL $SLB"
X Link 2025-12-11T12:57Z 11K followers, XXX engagements

"$AESI cuts to Sell target from $XX to $X. With the shares at $XXXX. Interesting. We are not long. But in-basin sand capacity is tightening. When the Permian turns that's going to a leveraged Permian activity bounce with pricing power and a power segment kicker"
X Link 2025-11-21T17:24Z 11K followers, XXX engagements

"COME SEE US AND READ ABOUT A TALE OF TWO SANDS . $SND VS $AESI #SAND #OOTT"
X Link 2025-11-24T14:35Z 11K followers, XXX engagements

"$SND $AESI #SAND #OFS"
X Link 2025-11-24T15:18Z 11K followers, XXX engagements

"$SND $X. @ $XXXX it trades at 2.5x our 2026 E EBITDA estimate. At current levels $AESI trades just under 5x. Maybe AESI should look to expand beyond the #Permian doing so on the cheap and thinking ahead to when the U.S. will struggle to grow #NATGAS production. #SAND"
X Link 2025-12-01T15:05Z 11K followers, 1007 engagements

"$SND vs $AESI - a tale of two sands"
X Link 2025-12-01T20:11Z 11K followers, XXX engagements

"$SLB attempting a run up at the bottom of the first of two big obvious gaps left by liberation day in April"
X Link 2025-12-04T16:43Z 11K followers, 1315 engagements

"$SND near $X @ $X they will trade at 3.4x our 2026 E EBITDA figure $AESI at $XXXXX trades at 7.2x Street 2026 E EBITDA Different markets scale margins but SND is nearly debt-free is sending $ back to shareholders and is much more #natgas tied"
X Link 2025-12-05T15:19Z 11K followers, XXX engagements

"Powell love letter to equity market. Someone shut the market down before the Q&A"
X Link 2025-12-10T19:34Z 11K followers, XXX engagements

"And then $SLB and Shell collaborate on AI "The aim is to develop and deploy an open data and AI infrastructure that unifies data and workflows across subsurface well construction and production in a secure digital environment using SLB's Lumi data and AI platform.""
X Link 2025-12-11T13:38Z 11K followers, XXX engagements

"$SLB Citi ups target from $XX to $XX stays Buy. Citi believes the industry is in the bottom of a two-year downcycle. Citi elevated SLB to its top large-cap pick followed by Baker Hughes and Halliburton"
X Link 2025-12-11T12:58Z 11K followers, 2238 engagements

"The Friday Post (TGIF # 401) $SND $KGS $AROC $USAC $PUMP #oil #natgas #oott Hey come see us"
X Link 2025-12-12T13:03Z 11K followers, 1378 engagements

"Please see today's post for volume price and margin sensitivities on our $SND 2026 estimates. #sand #frac #ofs They continue to have no sellside coverage after Stifel and Piper dropped them earlier this year"
X Link 2025-12-12T14:06Z 11K followers, XXX engagements

"Dear $OKLO - ATM EDAs are the lazy CFO's absinthe in step with convertible preferred stock. You must really hate your share price"
X Link 2025-12-12T20:54Z 11K followers, XXX engagements