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@jszhang0912 Avatar @jszhang0912 Guinea Value Investments

Guinea Value Investments posts on X about $aesi, $wex, $par, bitcoin the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

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Mentions: X #

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Followers: XXX #

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Social Influence

Social category influence countries XXXXX% stocks XXXXX% cryptocurrencies XXXXX% finance XXXXX%

Social topic influence $aesi #2, $wex 15.38%, $par 7.69%, bitcoin 7.69%, $agys 7.69%, sand 7.69%, may i 7.69%, what i 7.69%, q4 7.69%, $1819ton XXXX%

Top accounts mentioned or mentioned by @sandatlas @zmansenrgybrain @guyimpatient @fastgraphs @west4thstreet @greghusbandtn @bmbrigham @bobspaysubstack @maxcmus328 @bourboninsider @billbrewstertbb @southernvalue95 @shravanrayhaan

Top assets mentioned Atlas Energy Solutions Inc. (AESI) WEX (WEX) Parachute (PAR) Bitcoin (BTC) Agilysys, Inc. Common Stock (DE) (AGYS)

Top Social Posts

Top posts by engagements in the last XX hours

"@sand_atlas I think its about time for you to announce the 240MW PPA by this point dont you think Shouldnt take that long to nail this deal no $AESI"
X Link 2025-11-19T21:03Z XXX followers, XXX engagements

"A thesis of granular and informative analysis of $PAR from a great investor that I respect until it gets to the valuation part. Hard for me to swallow things that's not based on DCF including bitcoin. and don't think I have read things that close this logical gap. $AGYS"
X Link 2025-11-20T00:20Z XXX followers, 1749 engagements

"@ZmansEnrgyBrain May I ask why you say sand capacity is tightening From what I heard thus far in Q4 sand price is at $18-19/ton Also I think GS is modeling trucking margin lower than Q3 XX which is already lower than 2020. $AESI"
X Link 2025-11-22T03:15Z XXX followers, XXX engagements

"@sand_atlas Good to see good to know. Just hope the 240MW deal gets signed soon and announced to the market -- it's been a while since your earnings release $AESI"
X Link 2025-11-25T20:16Z XXX followers, XXX engagements

"@Greg_HusbandTN @sand_atlas @bmbrigham The sand price was crushed and the macro is horrible -- do you want a dividend stream with a stock that ultimately ends up a zero or do you want a protected balance sheet that will emerge stronger on the other side of the cycle $AESI"
X Link 2025-11-12T23:49Z XXX followers, XXX engagements

"@FASTGraphs A lot of these figures are not correct. $WEX is the worst offender in adjusted EPS with massive SBC disguised as earnings power"
X Link 2025-11-23T18:25Z XXX followers, XXX engagements

"@FASTGraphs Not even a chance sir. If anything Melissa should be fired. The tender offer was delusional and this could be a distress candidate under the worst case scenario. $WEX"
X Link 2025-11-23T23:45Z XXX followers, XX engagements

"@ZmansEnrgyBrain Probably difficult for $AESI to allocate energy and attention span given their power gen foray. It also trades at something like 8.5x forward consensus 2026 EBITDA although that number is probably near-trough"
X Link 2025-12-07T16:55Z XXX followers, XXX engagements