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@boyer_jeremie Jérémie Boyer
Jérémie Boyer posts on X about $val, val, $ne, $rig the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +353%
- X Year XXXXXX +8,537%
Mentions: XX #
- X Week XX +142%
- X Year XX +329%
Followers: XXX #
- X Week XXX +66%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #4746 stocks XXXXX% finance XXXX% celebrities XXX% countries XXX% technology brands XXX%
Social topic influence $val #1, val #79, $ne #88, $rig 10.81%, $borr 8.11%, $sdrl 8.11%, $odlol 5.41%, $dht 5.41%, $jpm #15, pricing #51
Top accounts mentioned or mentioned by @lasse108 @secrets4stocks @deyhatemetoo @vikingeyes @timodengler @nstepmum @gruust @lassenjohansen @100xcompounding @mrworldwide3056 @alamo23445 @irbezek @ohcapideas @maxwellhouse99 @kakashicapital @trendbullish @sedss33321 @joinyellowbrick @dieselcapital1 @chrisvonheim
Top assets mentioned Validity (VAL) Noble Corporation (NE) Transocean LTD. (RIG) Seadrill Limited (SDRL) dHedge DAO (DHT) JPMorgan Chase (JPM) Tidewater, Inc. (TDW) Banco Macro S.A. (BMA) Thermo Fisher Scientific Inc. (TMO) Danaher Corporation (DHR) Alphabet Inc Class A (GOOGL)
Top Social Posts #
Top posts by engagements in the last XX hours
"@Secrets4stocks @deyhatemetoo @lasse108 They are currently doing one with Matt Damon"
@boyer_jeremie on X 2025-07-18 13:00:42 UTC XXX followers, XX engagements
"8/11 Top stock ideas 1/3: Valaris ($VAL) XX% floater days covered Trades at XXX 2025E EV/EBITDA NAV-based equity value: $3.4B$5.4B Implied PT: $4776" @boyer_jeremie on X 2025-07-21 21:09:39 UTC XXX followers, 1664 engagements
"Offshore is tightening fast. Jackup utilization: XX% (May '25) Active rigs down XX% since 2014 7th-gen drillships at $650K/day $RIG backlog: $7.9B into 2027 Most investors still arent paying attention. That wont last. $NE $VAL $SDRL $BORR $ODL.OL #OOTT #OilStocks" @boyer_jeremie on X 2025-07-18 16:19:20 UTC XXX followers, 13K engagements
"@NStepmum Yeah my mistake. Maybe its more $470k/ day (Standard 7G) and $482k / day (7G+ / 8G)" @boyer_jeremie on X 2025-07-18 18:28:16 UTC XXX followers, XXX engagements
"Latams best hidden value: $BMA trades X 2025E EPS XXX P/B ROE 8%; $BBAR XXX 2025E EPS XXX P/B ROE 11%. Argentinas Merval XX% YTD vs. Brazil +12% and Mexico +7%. With Milei reforms speeding up and FX easing a vague of capital inflows is coming. #Argentina" @boyer_jeremie on X 2025-07-21 16:52:10 UTC XXX followers, XXX engagements
"Offshore drilling thread: 1/11 Offshore drilling isnt just rebounding its entering a structural supercycle. Permanent supply destruction megaprojectscale spending and multiyear backlogs underwrite cash flow visibility like never before" @boyer_jeremie on X 2025-07-21 21:09:34 UTC XXX followers, XXX engagements
"@VikingEyes @lasse108 I think that $DHT might be a better option in term of quality management and efficiency which is why this will be my next research report" @boyer_jeremie on X 2025-07-19 14:12:02 UTC XXX followers, XX engagements
"Valaris $VAL: Unmatched Deepwater Value Why it stands out: Nextgen 7G/7G+ fleet driving premium dayrates $XXXX B backlog into 2026 Net leverage 1.1; $XXX M liquidity Upside scenarios: +50% / +90% / +130% Dive into the full free report - link in the 1rst comment" @boyer_jeremie on X 2025-07-22 19:59:39 UTC XXX followers, 25.5K engagements
"$JPM still values $VAL at just $XX barely XXX EV/EBITDA on their own 202526 estimates. This for a company guiding to XX% floater utilization a nearly sold-out 7G fleet no Aramco drag and $500M+ in FCF potential. Valaris isnt overstated the valuation framework might be" @boyer_jeremie on X 2025-07-25 19:41:13 UTC XXX followers, 2095 engagements
"Everyone ignored offshore drilling stocks for years. Now: - $VAL & $NE Record contracts locked through 2027 - $RIG Pricing power accelerating fast - $TDW Fleet fully booked asset values surging - $BORR $SDRL $ODL.OL Deepwater rig shortage driving rates" @boyer_jeremie on X 2025-07-25 18:30:40 UTC XXX followers, 3794 engagements
"@ohcapideas @maxwellhouse99 Wouldve said the same $TMO $DHR is the way" @boyer_jeremie on X 2025-07-22 00:56:56 UTC XXX followers, XXX engagements
"Valaris added $X B of new contracts in Q1 2025 lifting total backlog by XX% to $XXX B. Multiyear coverage through XX drives cashflow visibility and fuels aggressive returns. #BullishOffshore $VAL" @boyer_jeremie on X 2025-07-18 14:41:33 UTC XXX followers, 3405 engagements
"Keep an eye on the Offshore space. $VAL $NE $TDW are still really cheap vs replacement cost" @boyer_jeremie on X 2025-07-23 01:49:55 UTC XXX followers, 1044 engagements
"$DHT is one of the most disciplined VLCC operators still trading below its potential. XX modern ships. XX straight dividend quarters. We break down the full bull case with a $XX PT and clear upside into 2026. Free equity research - link in 1st comment #shipping #Tankers #Oil" @boyer_jeremie on X 2025-07-19 23:15:50 UTC XXX followers, 3019 engagements
"Waymo now operates fully driverless rides in Phoenix SF and LA no safety driver no test mode. Yet $GOOGL trades as if its just ads and cloud. Waymos not in the model but its one of the few AV scaling in the real world. Optionality like this rarely stays free. #Waymo" @boyer_jeremie on X 2025-07-25 22:06:41 UTC XXX followers, XXX engagements
"How does $JPM still have a $XX PT on $NE They model $1.1B in 2025 EBITDA. Thats XXX EV/EBITDA for a rig fleet thats fully contracted asset sales unlocking cash and dayrates rising into 2026. No credit for scarcity no credit for duration no credit for pricing power" @boyer_jeremie on X 2025-07-25 19:36:33 UTC XXX followers, 1507 engagements