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@andrewcoye Avatar @andrewcoye Andrew Coye

Andrew Coye posts on X about $siri, $xom, $cvx, debt the most. They currently have XXXXX followers and 1337 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence stocks finance cryptocurrencies technology brands countries exchanges social networks automotive brands

Social topic influence $siri #2, $xom #54, $cvx #34, debt #1679, $aer #1, $brkb #50, $oxy #14, ai, $deck #4, $qvcga

Top accounts mentioned or mentioned by @valuescreener @adaisy245 @wabuffo @batman10023 @southwardvernon @joeysylvio @fishtowncap @joinyellowbrick @brianlorraine1 @bankingip @jefke00 @elonmusk @ryancohen @kejca @tidefallcapital @michaeljblurry @xom2themoon @commonsense6174 @leviathancapit1 @ragingventures

Top assets mentioned Sirius XM Holdings Inc (SIRI) Exxon Mobil (XOM) Convex Finance (CVX) Aercap Holdings N.V. (AER) Berkshire Hathaway Inc Class B (BRK.B) Oxygen (OXY) Deckers Outdoor, Corp. (DECK) Gigantix Wallet (GTX) Charter Communications Inc (CHTR) Apple, Inc. (AAPL) FANG Token (FANG) SATS (Ordinals) (SATS) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) Wells Fargo & Co (WFC) Alphabet Inc Class A (GOOGL) Capital One Financial Corp. (COF) TaskBunny (BNY) Comcast Corporation (CMCSA) AT&T Inc. (T) 501 (23) Western Midstream Partners, LP. (WES) Texas Pacific Land, Corp. (TPL) HORIZON KINETICS HOLDING (HKHC) Novartis AG (NVS) Eli Lilly and Company (LLY) Unifi Protocol DAO (UNFI) Garrett Motion Inc. Common Stock (GTX) Berkshire Hathaway Inc. (BRK.A) Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) ArchLoot (AL) Spotify Technology (SPOT) Compound (COMP) Warner Bros Discovery, Inc. (WBD) Liberty Media Corporation Series C Liberty Live Common Stock (LLYVK) Live Nation Entertainment, Inc. (LYV) Liberty Media, Corp. (FWONK)

Top Social Posts

Top posts by engagements in the last XX hours

"$DECK Deckers Outdoor Black Friday prices for the HOKA & UGG owner. "At 14x P/E and 12.5x P/E net of cash $DECK remains a profitable grow engine.""
X Link 2025-11-17T12:45Z 2385 followers, 5868 engagements

"$QVCGA investors will have already taken note of three very aggressive LME moves taken by Altice: Altice USA 1) "Optimum formerly Altice USA alleged the firms formed a cooperative that controls nearly all of its outstanding loans and bonds effectively locking the company out of the U.S. leveraged-finance market." The complaint said the alleged cartel is now threatening to starve Optimum of capital until it has to capitulate and waive debt-management flexibility. 2) Borrowed $XXX billion at X% fixed with an unrestricted subsidiary from $JPM to repay leveraged loans with the strictest covenants"
X Link 2025-11-29T09:50Z 2383 followers, 1433 engagements

"Happy buyback announcement day. The buyback cannibals continue to shrink their share counts at attractive valuations 👏🏻 Aercap $AER Garrett Motion $GTX"
X Link 2025-12-03T13:46Z 2383 followers, 2023 engagements

"Charter $CHTR CEO Chris Winfrey on capital allocation and Terminal Value: "So I'm not going to knock that but the biggest issue we have right now isn't the allocation of the free cash flow (FCF) or even I gather convincing people that FCF is going to be there. Our biggest issue is people don't believe that we're going to have a terminal growth. And so when I think about capital allocation I say well that's great we'll do that as well. But the biggest thing that we're focused on the biggest thing I'm focused on is making sure that we can convince investors appropriately and do the right things"
X Link 2025-12-09T10:34Z 2384 followers, 3198 engagements

"Two part answer: 1) superior quality company with declining capital intensity per barrel. 2) "oil & GAS" with the long worthless molecules becoming increasing valuable"
X Link 2025-12-09T16:04Z 2385 followers, XX engagements

"Sure you can think of it that way and $CVX is a good steady company. Time has simply shown that $XOM is executing better both organically and inorganically which will create a better stream of future dividends. Why would he settle when he can buy best of breed in the industry at a modest premium"
X Link 2025-12-09T17:19Z 2385 followers, XX engagements

"I think it's already self-evident that $XOMs execution prospects and capital allocation exceed its peers. But it will be off the charts if/when $XOM merges with $FANG Diamondback to create a contiguous position in Midland rivaled only by some of the most prolific basins on Earth"
X Link 2025-12-09T17:21Z 2383 followers, XXX engagements

"@victaurs And based on how Charlie Scharf was talking today at GS conference about m&a - it's not impossible to imagine them considering merging with a massive credit card issuer / network or custody / asset management franchise like $COF $AMEX $BNY 🤯"
X Link 2025-12-09T18:00Z 2383 followers, XX engagements

"$GTX Garrett Motion's buybacks continue with XXX million more shares repurchased from Oaktree per 13D at $XXXXX ($40 million for XXX% of the shares O/S). @wabuffo @DadInvest Receipts:"
X Link 2025-11-08T12:47Z 2384 followers, 3162 engagements

"Show me story. Too much competition. $T buying $XX billion of AWS-3 spectrum to grow FWA. $CMCSA retrenching and not taking price. $SATS talking about satellite-to-cell from Starlink. Telcos always say capital intensity will come down X years from now. $CMCSA - $CHTR "Charter-cast" seems inevitable in 2026 given the consolidated industry mergers being proposed and that could be quite interesting"
X Link 2025-12-09T16:01Z 2387 followers, XXX engagements

"For the avid Berkshire $BRK.B followers can anyone explain why Warren settled on $OXY and $CVX when $XOM ExxonMobil was/is available for sale each day on the NYSE He knows it intimately - it was his 7th largest equity holding pre-shale revolution back in 2013/14. Offering best-in-class geology execution scale ROIC and cash flow generation. Management is good (so is Mike Wirth tbh). Capital allocation makes sense. It's not too late to change horses. From Exxon's 2025 investor update: "Earnings growth is projected to average XX% per year through 2030 with double-digit cash-flow growth while"
X Link 2025-12-09T16:40Z 2387 followers, 2313 engagements

"The preferred stock in OXY was a classic Buffett and a good investment - even if it looked hairy in 2020 and the warrants expire out of the money ($59 strike). But that doesn't explain the additional $8ish billion of $OXY common he's bought in the last few years. He also got an excellent deal on Oxychem with zero legacy liabilities"
X Link 2025-12-09T17:17Z 2387 followers, XXX engagements

"@RandolphDuke7 $OXY doesn't directly own much midstream and has no power assets. They do own about half of $WES which contains their midstream (pipelines and water disposal) assets but that is a seperate company than OXY if Warren specifically wanted the midstream assets"
X Link 2025-12-10T02:09Z 2387 followers, XXX engagements

"What's the point of a cleaner way to play Permian if it generates returns well below CVX and XOM. By production it is actually much smaller producer in Permian than either. It also has continued below average capital allocation. Exxon bought Danbury and owned the largest CO2 network in TX/LA. If CO2 injection (which OXY calls EOR) becomes the driver then Exxon is better positioned. IIRC OXY has been doing EOR for a very long time at about 140MBOE or about XX% of their daily production"
X Link 2025-12-10T02:13Z 2387 followers, XX engagements

"You sure about that Chevron and Exxon are each doing more than 1mm boepd from the Permian. Oxys total production is 1.4mm and they have GOM DJ and some Middle East exposure. Nothing wrong with the Anadarko acquisition except timing and debt load which are fixed. But then they went out and overpaid again for Crownrock forcing them to sell Oxychem for a song because they were again over indebted and overpaid. Seems to be a pattern developing"
X Link 2025-12-10T05:20Z 2386 followers, XX engagements

"Exxon doing just fine with their innovations to recover more from shale including their petcoke strategy (20% claimed uplift). If EOR and CO2 injection becomes the way then I'd bet on Exxon to scale it successfully. I'm not negative on Permian oil/gas or OXY - I just feel that $XOM Exxon and Chevron $CVX represent a better bet for Berkshire. $BRK.B OXY has disappointed on many fronts while Chevron and Exxon are executing well and continue to outperform. $OXY is selling Crown Jewels at basement prices and is in year X of debt pay down mode"
X Link 2025-12-10T05:25Z 2387 followers, XX engagements

"The $TPL Texas Pacific Land Corp Schedule 13D and Form X disclosure by $HKHC (Horizon Kinetics or HKAM) are very interesting. HKAM reports its beneficial ownership of TPL through Schedule 13D which it has amended X times and as of XX Dec 2024 discloses beneficial ownership of 3578173 shares representing XXXXX% of TPL. Between the 7th amendment on XX Feb and the 8th amendment on XX Dec of 2024 HKAM reduced it's shared voting power (ie. beneficial ownership) in TPL by -237752 shares. However HKAM also reports nearly daily Form 4s disclosing purchases of TPL through a 10b-5 purchase plan. This"
X Link 2024-12-21T14:17Z 2388 followers, 3084 engagements

"$QVCGA capital structure and distressed debt followers will appreciate the following feature added to "sister Liberty company" $SIRI for their $X billion undrawn RCF refinancing completed in Aug'25: "The amendment also adds a springing maturity feature which will automatically accelerate the maturity date of the Credit Facility to a date XX days prior to the stated maturity of certain of Sirius XM's outstanding borrowings long-term debt instruments including Sirius XM's 2026 2027 2028 2029 and 2030 Senior Notes and the Delayed Draw Incremental Term Loan if at such date Sirius XM does not have"
X Link 2025-10-30T15:41Z 2388 followers, 1672 engagements

"$SIRI $NFLX "Netflix has approached SiriusXM to license its video podcasts as part of its major push into the space an insider tells The Hollywood Reporter. The deal would likely involve exclusivity of the video podcasts on the platform meaning they would not appear on Netflixs main rival YouTube the source says. No deal has yet been reached.""
X Link 2025-11-05T22:55Z 2388 followers, 2441 engagements

"" $GOOGL DeepMind has spun-off a sister company called Isomorphic that is using AlphaFold X and other tools to design drugs. It has partnerships with Novartis and $LLY although it has not yet publicly announced the drug candidates on which it is working.""
X Link 2025-12-02T17:25Z 2388 followers, XXX engagements

"If you liked buyback announcement day wait for index addition announcement day. $SIRI to be added to the S&P Small Cap XXX or Mid Cap XXX Once again profitable on a trailing XX basis. $UNFI Who else"
X Link 2025-12-05T11:05Z 2388 followers, 2023 engagements

""What you don't want to do is compete with richest guy in the world who has got unlimited access to capital. You'll lose that competition every time even if you got better technology." - Charlie Ergen $SATS"
X Link 2025-12-09T12:26Z 2389 followers, XXX engagements

"Shall we contribute to top ideas for 2025 Recap*: 2023: $AER AerCap Holdings +27% +29%; +66% total $BRK.B Berkshire Hathaway +15% +27%; +46% total 2024: $LSXMK Liberty SiriusXM (as-converted into $SIRI) -XX% decline (work in progress potential value trap) 2025: $GTX Garrett Motion Inc Garrett is a differentiated automotive supplier that engineers and manufacturers turbochargers for engines in light and commercial vehicles and other industrial applications (including datacenter backup generators). It is the #1 supplier of light vehicle turbochargers and operates in an oligopoly market"
X Link 2025-01-06T13:20Z 2390 followers, 44.8K engagements

"Air Lease $AL filed its PREM14A merger document for its $XX per share take private deal. It appears Aercap $AER did make an unsolicited offer to merge / purchase $AL in an all-stock deal following U-H's retirement announcement. The $AL financial projections through '28E were also included and assume $XXX billion annual sales at a +13% gain on sale margin. This resulted in a +13% CAGR Adjusted EPS growth forecast due to moderating finance costs and growing lease rents. $AER approach details below: "Also on March13 2025 the Company $AL announced that Mr.Udvar-Hzy would retire from his executive"
X Link 2025-10-16T05:54Z 2391 followers, 1943 engagements

"$AER 3Q'25 Call notes: - XX aircraft being returned from Spirit $FLYQQ XX remain and will be released in '26 at higher lease rates - engines in MRO in 4Q'25 before re-leasing - XX plane orders purchased from Spirit with superior to economics than new OEM orders and XX options - $X billion buyback of X% market cap 'cannot demonstrate our commitment any clearer' - Higher gain on sale margins support continued buybacks at higher P/B multiples - Buying aircraft at 1.1x BVPS on NYSE through AER share buybacks - Consolidation is a significant positive for the industry and AER shareholders."
X Link 2025-10-29T13:14Z 2391 followers, XXX engagements

"$SIRI new CFO X Jan 2026. Easy assignments: Pay down debt Pay down more debt Meet your guidance Don't guide for $1.8bn FCF that ain't coming Buyback shares Tailwinds: Lower satellite capex Growing advertising / podcast partnerships Challenges: Stabilising subs $SPOT Bonus points: Partner with $AAPL Music"
X Link 2025-11-18T14:39Z 2391 followers, 2799 engagements

"Latest commentary on $SIRI subscribers trends and outlook. Positive net subscriber additions in 2026"
X Link 2025-11-19T05:46Z 2391 followers, 2931 engagements

"$HOUS $COMP DEFM14A Projections: XXX million FDSO after all-stock merger $XXXX billion market cap (at $XX per share) $XXX billion net debt 10.3x EV/adj. EBITDA '27E $XXXX per share uFCF in '27E ($0.80 per share FCF) Additional growth and synergies thereafter from both Compass and Anywhere (real estate market / mortgage rate dependent)"
X Link 2025-12-03T08:29Z 2391 followers, XXX engagements

"Is John Malone receiving XX million * $XXXXX = $XXX million pre-tax cash proceeds for his $WBD stake from $NFLX ( $WFC bridge financing) a net positive for the Liberty Constellation - $QVCGA (distressed) - $CHTR (new focus on $CMSCA Charter-Cast merger post Cox - $GLIBK (backstopped rights offering) - $SIRI - $LBYTK - $BATRK (acquiring XX% hard control) - $LYV $LLYVK - $FWONK etc"
X Link 2025-12-05T12:50Z 2391 followers, 1479 engagements

"Wasn't meant to be. maybe next time $SIRI. No index flows yet gonna need some self-help of sub adds debt pay down and eventually buybacks with their FCF"
X Link 2025-12-06T13:59Z 2391 followers, XXX engagements

"Exxon Mobil $XOM investor day coming up later today. Some interesting pre-meeting deals: 1) West Qurna X oil in Iraq We are encouraged by the Iraqi Ministry of Oils initial agreements with $XOM and $CVX the recent commitment to transition West Qurna-2 to a US operator a U.S. State Department spokesperson said in answer to questions from Bloomberg. The United States will continue to champion the interests of American companies in Iraq. The move follows Lukoils declaration of force majeure in November after Western sanctions disrupted its ability to manage operations. Lukoil holds a XX% stake"
X Link 2025-12-09T07:24Z 2391 followers, XXX engagements

""At a lunch meeting with journalists in New York Monday Altman said that while industry observers are focused on an OpenAI versus $GOOG rivalry he thinks the real battle will be between OpenAI and $AAPL. Devices will be critical to how people use AI over time he said and current smartphones are not well suited for the AI companions and use cases." Ouch. I wouldn't want to battle with $GOOG or $AAPL let alone both. Not to mention that they're hardware/software/services "frenemies" and that $AAPL AI is likely to be powered by Gemini"
X Link 2025-12-09T08:44Z 2391 followers, XXX engagements

"Chubb $CB out with an updated investor presentation (When $BRK.B buys an insurer - its worth paying attention - reference Alleghany $Y 2022): Forecasts: +Double-digit EPS growth +ROE increasing to 14%+ XX% capital returns with increasing buybacks XX% headcount reduction through digitization and AI investments over next 3-4 years. Highly diversified franchises: Fantastic underwriting (North America CR pictured) Growing performing fixed income portfolio"
X Link 2025-12-09T10:00Z 2391 followers, 1331 engagements

"Permian end game still logically ends with Chevr-OXY and ExxonMobil-Back $XOM + $FANG $CVX + $OXY But that's been obvious since OXY outbid for Anadarko in '19 and Exxon bought Pioneer in '23"
X Link 2025-12-09T17:24Z 2391 followers, XXX engagements

"@victaurs $WFC Wells Fargo but it's been crickets since 2020 ($20 per share lol) when Berkshire sold out"
X Link 2025-12-09T17:56Z 2390 followers, XXX engagements

"Happen to be a fan of both sides of #1 $ALSN and $DANA. The rest of the list have too high of a risk of being value traps for my liking (which is to say they may work out great - but the risks feel high and appropriately price in). Charter-cast merger in 2026 feels increasing probable. If you like shoes $DECK is the place to study IMO"
X Link 2025-12-12T07:08Z 2391 followers, XXX engagements

"According to Jensen $NVDA AI factories turn electrons into knowledge. Might make sense to invest A LOT more into making electrons $GEV along with the factory itself (ie. datacenter / chip / memory / networking). A picture of a near inexcusable lack of foresight and investment:"
X Link 2025-12-12T11:32Z 2391 followers, XXX engagements

"@lloydjamesross Agreed. Above are all direct quotes from the article. He had some assistance (Charlie Ted Todd) in investing in tech: $AAPL BYD $AMZN even $TSM (masterful purchase unfortunate sale (geopolitical risk)). Not to mention previously $IBM"
X Link 2025-12-12T11:35Z 2391 followers, XXX engagements

"@lighthousejerry Good points and an interesting dimension and comparison to add. Gets to the idea of possibly requiring a UBI (universal basic income)"
X Link 2025-12-12T13:03Z 2391 followers, XX engagements

"Blog post on Hoka $DECK worth pondering. Not wrong about apparel and in store. But comparing solely to $ONON which is having its fashion "it" moment is a tough comp. Feels like an undersell of HOKAs authenticity. My belief has been / remains that HOKAs authentic running performance credentials are an asset for sustainability when the silhouette is no longer cool or in style. Whereas ON "mall walkers" feel more fashion driven and therefore cyclical. (Wrong assumptions) ON keeps innovating and hopefully ends up with a few more models without so many holes in the bottom that wear out and kind of"
X Link 2025-12-12T17:47Z 2391 followers, XXX engagements