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@variance_swap Avatar @variance_swap Monolith Investments

Monolith Investments posts on X about $borr, rigs, $dml, $dnn the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% currencies XXXX% stocks XXXX% technology brands XXXX%

Social topic influence $borr #13, rigs 5.88%, $dml 5.88%, $dnn 5.88%, at a 5.88%, copper 5.88%, ton 5.88%, if you 5.88%, $gpn 5.88%, $7bn XXXX%

Top accounts mentioned or mentioned by @walststocker @loopsnoopa @stonksandchill @jsmith8286 @philippere86075 @crudeoil231 @ottermarket @henrik115 @siyul @coronelmustard1 @hcrubin2009 @robertkonezny @cullmelater @alupang

Top assets mentioned Global Payments Inc (GPN) Acuren Corporation (TIC) TRONOX LIMITED CL A ORDINARY SHARES (TROX)

Top Social Posts

Top posts by engagements in the last XX hours

"I respect Justin but Ive been hearing the same inevitability thesis since 2021. This slide is contradictory; if utes are able to pull these levers then the mkt is not tight. When will they run out of levers If the timing is unknowable the sector is uninvestable. #uranium"
X Link 2025-12-07T05:07Z 1980 followers, 9969 engagements

"@JSmith8286 Thats the other thing about this sector. Security selection is hard. Most of the juniors are just value destroyers. Only stock that has had a good IRR is Cameco which a lot of newsletter writers dont like/ have in their portfolios"
X Link 2025-12-07T16:21Z 1980 followers, XXX engagements

"Lot of good slides in the investor pres. Based on the restricted group alone (26 rigs vs. XX total) $BORR trading at 3-4x EBITDA if dayrates have indeed bottom'ed. **Dayrate range based on Borr fixtures during recent periods of 90-95% utilization;"
X Link 2025-12-09T14:53Z 1980 followers, XXX engagements

"Of all the #uranium financings i've seen recently this is by far the most prudent. Selling stock at a XXX% premium (effective conversion px with capped call) near your 52w high. XXXX% rate (10Y UST yields XXX% just for reference). $DML $DNN"
X Link 2025-08-13T15:01Z 1981 followers, 14.7K engagements

"@CRUDEOIL231 Thanks. Which copper names do you like"
X Link 2025-11-28T20:44Z 1981 followers, XXX engagements

"Well sometimes even a retard like me can beat the markets. Time to take a break and recharge. P.s. I don't have a ton of high conviction ideas going into 2026 if you wanna share any thoughts / themes you're looking at would appreciate it"
X Link 2025-12-04T15:34Z 1980 followers, 1531 engagements

"@OtterMarket Global Payments $GPN trading at 6x P/E despite 5%+ organic growth $7bn capital return program (on 20bn mkt cap)"
X Link 2025-12-03T03:55Z 1980 followers, XXX engagements

"@Henrik115 Any thoughts on this risk highlighted by Red Cloud: "The polymetallic nature of Lagoa Salgada presents the biggest risk. The metallurgical character of the ore and quality control of the concentrates will be a challenge""
X Link 2025-12-05T14:02Z 1981 followers, XXX engagements

"@siyul $TIC Regulation-driven industrial inspection + asset integrity platform with recurring revenue. Recent acquisitions add scale synergies and cross-sell upside. Recent de-SPAC + no analyst coverage = misunderstood"
X Link 2025-12-06T03:39Z 1980 followers, XXX engagements

"Nice deal for $BORR acquiring five prem jack ups at $70mm per rig (vs. their current fleet of XX valued at $125mm per the current EV). $85mm equity raise at $XXXX / sh. Today's closing price $XXXX (). Troim will subscribe for $10mm. That's the proper way to rise equity"
X Link 2025-12-08T23:06Z 1980 followers, 2217 engagements

"$TROX - accelerating its rare earths strategy"
X Link 2025-12-09T14:11Z 1980 followers, XXX engagements

"$APM.TO is bull flagging on the hourly. A lot of shorts in this name with #silver breaking above $XX. Could be a nice ride for the bulls once the suppression eventually breaks"
X Link 2025-12-09T15:52Z 1980 followers, 1448 engagements