# ![@310Value Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::823567045790994434.png) @310Value 3:10 Value

3:10 Value posts on X about $lb, $wbi, $tpl, $sesto the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::823567045790994434/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::823567045790994434/c:line/m:interactions.svg)

- [--] Week [------] +182%
- [--] Month [---------] +430%
- [--] Months [---------] +1,662%
- [--] Year [---------] +1,237%

### Mentions: [--] [#](/creator/twitter::823567045790994434/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::823567045790994434/c:line/m:posts_active.svg)

- [--] Month [--] -26%
- [--] Months [---] +17%
- [--] Year [---] +43%

### Followers: [------] [#](/creator/twitter::823567045790994434/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::823567045790994434/c:line/m:followers.svg)

- [--] Week [------] +0.30%
- [--] Month [------] +1.20%
- [--] Months [------] +9.50%
- [--] Year [------] +22%

### CreatorRank: [---------] [#](/creator/twitter::823567045790994434/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::823567045790994434/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  41.94% [finance](/list/finance)  19.35% [cryptocurrencies](/list/cryptocurrencies)  6.45% [countries](/list/countries)  5.16% [technology brands](/list/technology-brands)  3.23% [luxury brands](/list/luxury-brands)  1.29% [fashion brands](/list/fashion-brands)  1.29% [financial services](/list/financial-services)  1.29% [celebrities](/list/celebrities)  0.65%

**Social topic influence**
[$lb](/topic/$lb) #4, [$wbi](/topic/$wbi) #2, [$tpl](/topic/$tpl) #5, [$sesto](/topic/$sesto) #3, [in the](/topic/in-the) 6.45%, [$dbrg](/topic/$dbrg) 5.16%, [business](/topic/business) 4.52%, [$cvx](/topic/$cvx) #29, [$bn](/topic/$bn) 4.52%, [ceo](/topic/ceo) 3.23%

**Top accounts mentioned or mentioned by**
[@leonelissen](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@vince85623723](/creator/undefined) [@dd17capital](/creator/undefined) [@jay21](/creator/undefined) [@ragingbullcap](/creator/undefined) [@hoganpash](/creator/undefined) [@techstockdl](/creator/undefined) [@aledade3](/creator/undefined) [@thierryborgeat](/creator/undefined) [@vanckzhu](/creator/undefined) [@rhouseresearch](/creator/undefined) [@lhamtil](/creator/undefined) [@yummycenturyegg](/creator/undefined) [@stockthoughts81](/creator/undefined) [@bencockmanx](/creator/undefined) [@tomsmith839](/creator/undefined) [@riceforthought](/creator/undefined) [@asifseemab](/creator/undefined) [@larryjamieson](/creator/undefined)

**Top assets mentioned**
[LandBridge Company LLC (LB)](/topic/$lb) [WaterBridge Infrastructure LLC (WBI)](/topic/$wbi) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Convex Finance (CVX)](/topic/$cvx) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [APi Group Corporation (APG)](/topic/$apg) [Chemed Corporation (CHE)](/topic/$che) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Bank of Nova Scotia (BNS)](/topic/$bns) [Devon Energy Corp (DVN)](/topic/$dvn) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Stericycle Inc (SRCL)](/topic/$srcl) [United States Lime & Minerals (USLM)](/topic/$uslm) [Coterra Energy Inc (CTRA)](/topic/$ctra) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Bancor (BNT)](/topic/$bnt) [Equinix Inc (EQIX)](/topic/$eqix) [Cencora, Inc. (COR)](/topic/$cor) [Metadium (META)](/topic/$meta) [Venice Token (VVV)](/topic/$vvv) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Dycom Industries, Inc. (DY)](/topic/$dy) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@marc_slans $wbi $lb $tpl $ses.to"  
[X Link](https://x.com/310Value/status/2019073592663695726)  2026-02-04T15:40Z 10.2K followers, [----] engagements


"Seems like a good day update the $lb $tpl and $psk.to comps (note: LB is not pro forma for new deal). The premium that $tpl and $lb trade relative to https://t.co/bBRagNVdl4 is incredible. https://t.co/bBRagNVdl4 doesn't have the surface business but they own 70% of all royalty interests in Western Canada. https://t.co/fLDux9YPQc The premium that $tpl and $lb trade relative to https://t.co/bBRagNVdl4 is incredible. https://t.co/bBRagNVdl4 doesn't have the surface business but they own 70% of all royalty interests in Western Canada. https://t.co/fLDux9YPQc"  
[X Link](https://x.com/310Value/status/1859706150146670978)  2024-11-21T21:11Z 10.2K followers, 15.9K engagements


"$wbi $lb @bizbreakdowns podcast on WaterBridge just dropped - there goes my morning Also relevant to $ses.to. https://podcasts.apple.com/us/podcast/waterbridge-oil-and-water/id1559120677i=1000728187903 https://podcasts.apple.com/us/podcast/waterbridge-oil-and-water/id1559120677i=1000728187903"  
[X Link](https://x.com/310Value/status/1970831275989545244)  2025-09-24T12:42Z 10.2K followers, [----] engagements


"@jay_21_ $che $lb $wbi $tpl $ses.to bn"  
[X Link](https://x.com/310Value/status/1974941338664833210)  2025-10-05T20:54Z 10.2K followers, [---] engagements


"@abdullaefakhro @BryanGreenbaum Murray likely brought him in as hes a long-time $tpl holder. The other guys brother runs Corvex and I think they considered going active in the past pre run up"  
[X Link](https://x.com/310Value/status/2008711011826868420)  2026-01-07T01:23Z 10.2K followers, [---] engagements


"@ragingbullcap @ReturnsJourney To be fair fracking wasnt in wide use and made $tpl what it is today"  
[X Link](https://x.com/310Value/status/2008983334337294832)  2026-01-07T19:25Z 10.2K followers, [---] engagements


"@WWillowResearch They have it at least had some in tbeir portfolio. They did sell down but its small for them. $apo has a developer too"  
[X Link](https://x.com/310Value/status/2008998453058408715)  2026-01-07T20:25Z 10.2K followers, [---] engagements


"@negligible_cap $bns and $apos insurance entities wont be redeeming their private credit exposure"  
[X Link](https://x.com/310Value/status/2009043209335279866)  2026-01-07T23:23Z 10.2K followers, [---] engagements


"@LeoNelissen Dont forget the US version $wbi"  
[X Link](https://x.com/310Value/status/2009604915363225858)  2026-01-09T12:35Z 10.2K followers, [----] engagements


"@ThierryBorgeat @LeoNelissen This one is the second one I wrote but has links to the first as well as some by other authors. https://310value.substack.com/p/secure-waste-infra-corp-hidden-compounderr=535cw https://310value.substack.com/p/secure-waste-infra-corp-hidden-compounderr=535cw"  
[X Link](https://x.com/310Value/status/2009706663666979023)  2026-01-09T19:19Z 10.2K followers, [---] engagements


"@ThierryBorgeat @LeoNelissen This one is mostly $wbi but covers $ses.to too. https://310value.substack.com/p/drilling-down-on-disposal-parallelsr=535cw https://310value.substack.com/p/drilling-down-on-disposal-parallelsr=535cw"  
[X Link](https://x.com/310Value/status/2009706789273731570)  2026-01-09T19:20Z 10.2K followers, [---] engagements


"Nice to be behind the grid.$lb $tpl *TRUMP: TECH COMPANIES MUST PAY FOR DATA CENTER ELECTRIC BILLS *TRUMP: HAVE MUCH TO ANNOUNCE IN COMING WEEKS ON DATA CENTERS *TRUMP: TECH COMPANIES MUST PAY FOR DATA CENTER ELECTRIC BILLS *TRUMP: HAVE MUCH TO ANNOUNCE IN COMING WEEKS ON DATA CENTERS"  
[X Link](https://x.com/310Value/status/2010864035399618649)  2026-01-12T23:58Z 10.2K followers, [----] engagements


"Why does $meta need clean energy in the Permian Basin $cvz putting a 2.5gw power gen facility in Reeves County this Meta dealthe datacenter in the Permian thesis is getting more real by the day. CC: $lb $tpl. https://finance.yahoo.com/news/origis-energy-meta-partner-landmark-150000177.html https://finance.yahoo.com/news/origis-energy-meta-partner-landmark-150000177.html"  
[X Link](https://x.com/310Value/status/2012283202199601450)  2026-01-16T21:57Z 10.2K followers, [----] engagements


"$lb https://open.substack.com/pub/310value/p/landbride-its-the-pore-space-stupidr=535cw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/310value/p/landbride-its-the-pore-space-stupidr=535cw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/310Value/status/2013330386827280639)  2026-01-19T19:19Z 10.2K followers, [----] engagements


"Friends in the comment section below you'll find a link to my article on Ryanair and some interesting findings from the Italian Competition Authority's EUR256M fine. $RYA $edr.mc"  
[X Link](https://x.com/310Value/status/2016619840170000501)  2026-01-28T21:10Z 10.2K followers, [----] engagements


"$lb $tpl Incrementally good news for the Permian Basin data center thesis. https://oilprice.com/Energy/Energy-General/Texas-Just-Approved-the-Largest-Gas-Power-Project-in-US-History.html https://oilprice.com/Energy/Energy-General/Texas-Just-Approved-the-Largest-Gas-Power-Project-in-US-History.html"  
[X Link](https://x.com/310Value/status/2018377066694012992)  2026-02-02T17:32Z 10.2K followers, [----] engagements


"@friedoystercult @YIMBYLAND Nothing says 1%er like a Gucci face mask"  
[X Link](https://x.com/310Value/status/2018845318134264193)  2026-02-04T00:33Z 10.2K followers, [--] engagements


"@jay_21_ @GoodHouseCap Thats a bigger issue for TPL than lb as TPL is more weighted towards mineral royalties. Produced water royalties will last for a long time"  
[X Link](https://x.com/310Value/status/2019217735084130478)  2026-02-05T01:13Z 10.2K followers, [---] engagements


"@CSUnerd To be fair hes still ceo of Brookfield Corp"  
[X Link](https://x.com/310Value/status/2019393731527688314)  2026-02-05T12:52Z 10.2K followers, [----] engagements


"@BillKristol But King David"  
[X Link](https://x.com/310Value/status/2019791010033746183)  2026-02-06T15:11Z 10.2K followers, [---] engagements


"@LeoNelissen @Vince85623723 Timing of $lbs first analyst day is curious"  
[X Link](https://x.com/310Value/status/2021250842129584196)  2026-02-10T15:52Z 10.2K followers, [---] engagements


"All in the comments section you will find a link to some thoughts on the consequences of the Devon/ Coterra merger on LandBridge and WaterBridge. $wbi $lb $ctra $dvn"  
[X Link](https://x.com/310Value/status/2019476561150218679)  2026-02-05T18:21Z 10.2K followers, [----] engagements


"@HoganPash $cvx power plant should be on a lot of $tpl land. The off take for it will likely start with Bolt/tpl. $lb says they are happy about their pipeline. Meta has been out there talking to realtors. https://open.substack.com/pub/310value/p/data-centers-in-the-permian-basin-9c9r=535cw&utm_medium=ios https://open.substack.com/pub/310value/p/data-centers-in-the-permian-basin-9c9r=535cw&utm_medium=ios"  
[X Link](https://x.com/310Value/status/2022109096556867849)  2026-02-13T00:42Z 10.2K followers, [---] engagements


"$che Repurchased 408k shares this quarter the most shares it repurchased in its history paying $181M the third-most dollars spent on shares in a quarter. Avg price of $443.62 vs today's price of $438.94. It has no debt $130M of cash and $302M left on its authorization"  
[X Link](https://x.com/310Value/status/1983276987612574175)  2025-10-28T20:57Z 10.2K followers, [----] engagements


"@Divergent7651 This was $vvv before splitting off their lubricants business. Possibly $che now if the do something with RotoRooter"  
[X Link](https://x.com/310Value/status/2015585217004572716)  2026-01-26T00:38Z 10.2K followers, [----] engagements


"@vanckzhu @LeylaKuni $bam reports tomorrow and $apo next Monday. Will be interesting to see their comments. I think $apo is now below 10% exposed to software in its credit portfolio. $bam will have exposure via Oaktree but corp. credits is just one of several verticals for them"  
[X Link](https://x.com/310Value/status/2018739971146883381)  2026-02-03T17:34Z 10.2K followers, [---] engagements


"@WaterworldCapi1 According to Rowans comments on $apos call sounds like Apollo is gearing up to do this too"  
[X Link](https://x.com/310Value/status/2021248715386720347)  2026-02-10T15:43Z 10.2K followers, [---] engagements


"@RHouseResearch Its likely a leak and thats probably off some zeros"  
[X Link](https://x.com/310Value/status/2021423554127069477)  2026-02-11T03:18Z 10.2K followers, [---] engagements


"@RHouseResearch Theyll need to be sufficiently large to get Chevron to commit to the power gen facility"  
[X Link](https://x.com/310Value/status/2021423805630120231)  2026-02-11T03:19Z 10.2K followers, [--] engagements


"Everyone thinks $lb is about the data center play and it does look to be happening. But if it doesnt the stock is still cheap based on the value of its pore space alone. Given its pore space revenue is much higher as a % of the total relative to that of $tpl it should trade at the higher multiple between the two. https://twitter.com/i/web/status/2021768861570482295 https://twitter.com/i/web/status/2021768861570482295"  
[X Link](https://x.com/310Value/status/2021768861570482295)  2026-02-12T02:10Z 10.2K followers, [---] engagements


"I would say that Roto's issues are: 1) inflation squeezed consumer; 2) COVID demand pull forward normalizing; 3) new competition from PE. It seems like it may have bottomed so the worst is behind us. I wouldn't mind them selling a majority of this business like $GFL did with their ES business. They can keep some exposure to it de-consolidate it to make $che a pure-play healthcare company and generate cash for a share repo. Vitas' problem was one-time and '26 should be really strong. I would imagine that Q4's share repurchases will be around the same level as Q3's."  
[X Link](https://x.com/310Value/status/1998812975717564886)  2025-12-10T17:52Z 10.2K followers, [---] engagements


"$tpl. $lb https://fortune.com/2026/01/02/eric-schmidt-ai-data-centers-bolt-texas-pacific-land-tpl/ https://fortune.com/2026/01/02/eric-schmidt-ai-data-centers-bolt-texas-pacific-land-tpl/"  
[X Link](https://x.com/310Value/status/2007107116499427382)  2026-01-02T15:10Z 10.2K followers, 11.2K engagements


"@WaterworldCapi1 @Mr__Krabs___ $fix $dy $apg"  
[X Link](https://x.com/310Value/status/2008726922935861412)  2026-01-07T02:26Z 10.2K followers, [---] engagements


"Friend's: In the comment section below is my latest article on LandBridge. $lb $wbi $tpl $cvx"  
[X Link](https://x.com/310Value/status/2013330319827431657)  2026-01-19T19:18Z 10.2K followers, 18.1K engagements


"@techstockdl $lb doesn't have pipelines. It has pore space that is used for salt-water disposal wells. The merger should increase water flow to $wbi. That water will end up in $lb pore space for which it gets paid a per barrel royalty"  
[X Link](https://x.com/310Value/status/2019492428214874435)  2026-02-05T19:24Z 10.2K followers, [---] engagements


"Nice to have 6.9mmbpd of incremental pore space. $wbi $lb https://www.wsj.com/business/energy-oil/americas-biggest-oil-field-is-turning-into-a-pressure-cooker-8a1bfe4est=RDfn1W&reflink=article_copyURL_share https://www.wsj.com/business/energy-oil/americas-biggest-oil-field-is-turning-into-a-pressure-cooker-8a1bfe4est=RDfn1W&reflink=article_copyURL_share"  
[X Link](https://x.com/310Value/status/2004522153753129036)  2025-12-26T11:58Z 10.2K followers, [----] engagements


"Both are great. $wbi likely has much more growth than the street is modeling. Expect an analyst day early this year where they will make the waste pitch. Same pitch as $ses.to is making but nobody is listening to $ses.to given it is in Canada. $wbis pitch may get broader distribution which will help both them and Secure. https://twitter.com/i/web/status/2009803804787781830 https://twitter.com/i/web/status/2009803804787781830"  
[X Link](https://x.com/310Value/status/2009803804787781830)  2026-01-10T01:45Z 10.2K followers, [---] engagements


"@LeoNelissen Psst. $ses.to is the $wbi of Canada.w/ 70% market share"  
[X Link](https://x.com/310Value/status/2015216803341856945)  2026-01-25T00:15Z 10.2K followers, [----] engagements


"@jackprandelli This should workout really well for $wbi and $lb"  
[X Link](https://x.com/310Value/status/2018844755384205362)  2026-02-04T00:31Z 10.2K followers, [----] engagements


"@DurableCreators Produced Water Disposal: $lb $wbi $ses.to $tpl Limestone: $src.l $uslm Landfills: $gfl"  
[X Link](https://x.com/310Value/status/2020246838797037646)  2026-02-07T21:22Z 10.2K followers, [----] engagements


"@PronkDaniel I am mentally ready for them to crush it and be up 20%"  
[X Link](https://x.com/310Value/status/2021711047942459721)  2026-02-11T22:20Z 10.2K followers, [----] engagements


"$tpl annual meeting gifts"  
[X Link](https://x.com/anyuser/status/1722951166256914606)  2023-11-10T12:15Z 10.2K followers, [----] engagements


"$ses.to quietly making a decade high following $wbis IPO this week"  
[X Link](https://x.com/anyuser/status/1969044401566458201)  2025-09-19T14:22Z 10.2K followers, 11.5K engagements


"Friends my recent article on produced water players $wbi and $ses.to is in the link below. Also covers $lb $wcn and $gfl"  
[X Link](https://x.com/anyuser/status/1980259578420818381)  2025-10-20T13:07Z 10.2K followers, 24.9K engagements


"Raymond James today on $ses.to. "Produced Water" Thesis Gaining Traction -.investors building a greater appreciation for the stability growth and capital efficiency associated with."produced water".Recent $wbi a catalyst.helping draw comparisons to other higher-value waste-related companies. I wonder what he's been reading https://twitter.com/i/web/status/1982834901075333345 https://twitter.com/i/web/status/1982834901075333345"  
[X Link](https://x.com/310Value/status/1982834901075333345)  2025-10-27T15:40Z 10.2K followers, [----] engagements


"$bns and $bams public securities group had some interesting adds in q3. 1) a sizable stake in $vnom. Shows theyre interested in the Permian. 2) more interesting is a small stake in $wbi which deals with the choke point in Permian oil production - produced water. Hopefully this stake grows with time. Given their focus on datacenters it will be interesting to see if they add to these Permian plays with future positions in $lb $tpl both of which could be strategic to $bn developing datacenters in the Permian. $cvx and Coreweave both announced datacenters there in the last few months. Perhaps its"  
[X Link](https://x.com/310Value/status/1998925548492296266)  2025-12-11T01:19Z 10.2K followers, [----] engagements


"$apo $bn $bam selling off on this no house ownership by institutions talk is silly. Apo owns many a half a billion and Brookfield owns maybe a bit over $1b worth. Not significant to either company"  
[X Link](https://x.com/310Value/status/2008988714471706835)  2026-01-07T19:46Z 10.2K followers, 13.6K engagements


"$lb $wbi that will generate a lot of produced water. https://www.usgs.gov/news/national-news-release/usgs-releases-assessment-undiscovered-oil-and-gas-resources-woodford-and https://www.usgs.gov/news/national-news-release/usgs-releases-assessment-undiscovered-oil-and-gas-resources-woodford-and"  
[X Link](https://x.com/310Value/status/2012191981527601420)  2026-01-16T15:55Z 10.2K followers, [----] engagements


"This analyst day should be a nice catalyst for both $lb and $wbi. https://www.landbridgeco.com/investor-relations/news/news-details/2026/LandBridge-Announces-Upcoming-Investor-Day/default.aspx https://www.landbridgeco.com/investor-relations/news/news-details/2026/LandBridge-Announces-Upcoming-Investor-Day/default.aspx"  
[X Link](https://x.com/310Value/status/2014337092617175067)  2026-01-22T13:59Z 10.2K followers, [----] engagements


"Look what moved to the top of my reading list $wbi $lb 🚨 New MSA article just dropped. WaterBridge $WBI isn't an oil service story. This is a pore-space scarcity story. Produced water volumes are rising and disposal capacity is tightening making its network a wide-moat benefit. I break down the full thesis industry dynamics https://t.co/yvrDhfzwKH 🚨 New MSA article just dropped. WaterBridge $WBI isn't an oil service story. This is a pore-space scarcity story. Produced water volumes are rising and disposal capacity is tightening making its network a wide-moat benefit. I break down the full"  
[X Link](https://x.com/310Value/status/2014363526257664142)  2026-01-22T15:44Z 10.2K followers, [----] engagements


"$wbi $lb $ctra $dvn https://open.substack.com/pub/310value/p/the-devon-coterra-merger-is-goodr=535cw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/310value/p/the-devon-coterra-merger-is-goodr=535cw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/310Value/status/2019476717887181111)  2026-02-05T18:22Z 10.2K followers, [----] engagements


"$tpl $goog $lb $cvx Permian Basin data center thesis getting a lot closer to being realized. If this happens it will likely be powered by the Chevron Reeves County power gen project"  
[X Link](https://x.com/310Value/status/2021229092775837849)  2026-02-10T14:25Z 10.2K followers, 27.7K engagements


"$lb when the shorts cover because their no data centers coming to the Permian Thesis is broke"  
[X Link](https://x.com/310Value/status/2021231392101720319)  2026-02-10T14:34Z 10.2K followers, [----] engagements


"Oil up 1.45% today and $lb up 6.3%. Looks like the below may be happening. Cue up the Ron Paul meme. $lb when the shorts cover because their no data centers coming to the Permian Thesis is broke. https://t.co/8KQIEty7PP $lb when the shorts cover because their no data centers coming to the Permian Thesis is broke. https://t.co/8KQIEty7PP"  
[X Link](https://x.com/310Value/status/2021715521771835466)  2026-02-11T22:38Z 10.2K followers, [----] engagements


"You are sheltering enemies of the state. Colonel the Dow is above $50000"  
[X Link](https://x.com/310Value/status/2022113358057762969)  2026-02-13T00:59Z 10.2K followers, [----] engagements


"@P_Remarks Cc: $dbrg"  
[X Link](https://x.com/310Value/status/1979233090149986562)  2025-10-17T17:08Z [----] followers, [----] engagements


"They have local monopolies and an irreplaceable ingredient that is a small percentage of their customers' cogs - they have massive pricing power. Look at the below margins - price is the pressure release to keep margins stable. IIRC the US counterpart $uslm has never had a price decrease. https://twitter.com/i/web/status/1979264052858855595 https://twitter.com/i/web/status/1979264052858855595"  
[X Link](https://x.com/310Value/status/1979264052858855595)  2025-10-17T19:11Z 10.1K followers, [---] engagements


"@highyield_blond @oatsfor1 Different management teams. That was the opportunity of the current management buying two of three of the largest players. Again look at $uslm over the last twenty years going from low 20s margins to high 40s"  
[X Link](https://x.com/310Value/status/1979270257434071418)  2025-10-17T19:36Z 10.1K followers, [---] engagements


"@LeoNelissen Thanks. To be fair I dont own this for the ai thesis just think the incremental demand from ai may be under appreciated. For a more comprehensive view on this see below. https://open.substack.com/pub/310value/p/sigmaroc-capital-markets-dayr=535cw&utm_medium=ios https://open.substack.com/pub/310value/p/sigmaroc-capital-markets-dayr=535cw&utm_medium=ios"  
[X Link](https://x.com/310Value/status/1979597534881333631)  2025-10-18T17:16Z [----] followers, [---] engagements


"@TrungTPhan Does he give Churchills speech after witnessing Black Monday"  
[X Link](https://x.com/310Value/status/1980113951628079130)  2025-10-20T03:28Z [----] followers, [---] engagements


"@LDiscernment @lhamtil If high-yield bonds are "junk" bonds are low p/e (high earnings yield) stocks "junk" stocks"  
[X Link](https://x.com/310Value/status/1981005775305883823)  2025-10-22T14:32Z [----] followers, [---] engagements


"The people. These [--] walk into a bar together. Who pays for the drink https://t.co/h6iRsZIpZK These [--] walk into a bar together. Who pays for the drink https://t.co/h6iRsZIpZK"  
[X Link](https://x.com/310Value/status/1982807798309163428)  2025-10-27T13:53Z [----] followers, [----] engagements


"@yummyCenturyEgg I love that every time someone wants to criticize private credit and $apo's exposure to it they bring up First Brands"  
[X Link](https://x.com/310Value/status/1983164613534589401)  2025-10-28T13:31Z [----] followers, [---] engagements


"@yummyCenturyEgg Nobody is perfect but they have a good record overall.and Athene is a beast"  
[X Link](https://x.com/310Value/status/1983173745771683995)  2025-10-28T14:07Z [----] followers, [---] engagements


"@foreverinvest3 $tpl Hopefully the shares given to the CEO are of sufficient size to get him to actually want to do a share repurchase. That said it is disgraceful that ex him Eric Murray and Roosa no board member has more that $1m in shares"  
[X Link](https://x.com/310Value/status/1983207588142444554)  2025-10-28T16:21Z 10K followers, [---] engagements


"First Elon follows Ganzi on X and now Switch is advertising on X. $dbrg Switch and Rob Roys EVO AI Factories were featured at GTC25 in Jensen Huang's keynote highlighting our use of digital twins and @nvidiaomniverse DSX Blueprint to design gigawatt-scale facilities. @Switch is driving Americas AI infrastructure and the next Industrial Revolution. Switch and Rob Roys EVO AI Factories were featured at GTC25 in Jensen Huang's keynote highlighting our use of digital twins and @nvidiaomniverse DSX Blueprint to design gigawatt-scale facilities. @Switch is driving Americas AI infrastructure and the"  
[X Link](https://x.com/310Value/status/1983701957689929933)  2025-10-30T01:06Z [----] followers, [---] engagements


"Nice to see data center business picking up at $apg"  
[X Link](https://x.com/310Value/status/1983896796062527777)  2025-10-30T14:00Z 10.1K followers, [----] engagements


"Yesterday's WSJ article on private credit in insurers highlights the benefits for PE owned annuity providers such as $apo $bn and $kkr vs. traditional players. Whose private credit portfolios should perform better. Ones whose exposure is bought or ones whose exposure is originated for their own credit books - i.e. the originators are eating their own cooking. https://twitter.com/i/web/status/1989001655182897283 https://twitter.com/i/web/status/1989001655182897283"  
[X Link](https://x.com/310Value/status/1989001655182897283)  2025-11-13T16:05Z 10.1K followers, [----] engagements


"https://www.wsj.com/finance/investing/u-s-insurers-are-binging-on-private-credit-moodys-says-ee10a41emod=Searchresults&pos=1&page=1 https://www.wsj.com/finance/investing/u-s-insurers-are-binging-on-private-credit-moodys-says-ee10a41emod=Searchresults&pos=1&page=1"  
[X Link](https://x.com/310Value/status/1989001713924153474)  2025-11-13T16:05Z [----] followers, [---] engagements


"$LB discussed on their call the counter party that holds the call option to build a data center on their land. Silver Lake and Commonwealth Asset Management. https://www.silverlake.com/silver-lake-launches-400-million-digital-infrastructure-platform-with-adam-fisher-and-peter-rumbold/ https://www.silverlake.com/silver-lake-launches-400-million-digital-infrastructure-platform-with-adam-fisher-and-peter-rumbold/"  
[X Link](https://x.com/310Value/status/1989046386185388103)  2025-11-13T19:03Z [----] followers, [----] engagements


"$LB LandBridge's produced water volume was up 9% quarter over quarter in a soft oil price market"  
[X Link](https://x.com/310Value/status/1989051445841465400)  2025-11-13T19:23Z 10K followers, [----] engagements


"@Vince85623723 I think that BPX hitting should overwhelm any declines and then you'll have Speedway hitting mid 26"  
[X Link](https://x.com/310Value/status/1989057043295347010)  2025-11-13T19:45Z [----] followers, [---] engagements


"@stockthoughts81 https://open.substack.com/pub/310value/p/brookfield-corp-get-a-buck-for-fiftyr=535cw&utm_medium=ios https://open.substack.com/pub/310value/p/brookfield-corp-get-a-buck-for-fiftyr=535cw&utm_medium=ios"  
[X Link](https://x.com/310Value/status/1990615890589843613)  2025-11-18T02:59Z 10K followers, [---] engagements


"$bn $bam $bpy Non-payment of $BN's real estate loans peaked in Q1 [--] at 5%. Q3 [--] represents the second quarter in a row where loan non-payments were 3%. Their investor day comments of the bottom in real estate being in seem to be playing out in the numbers"  
[X Link](https://x.com/310Value/status/1991604370467635315)  2025-11-20T20:27Z [----] followers, 11.3K engagements


"@WaterworldCapi1 @ValueIdeaLog @firstadopter"  
[X Link](https://x.com/310Value/status/1992399146167472138)  2025-11-23T01:05Z [----] followers, [---] engagements


"@lhamtil If it was yellow and named Dewalt it be the same chainsaw but cost $20 more"  
[X Link](https://x.com/310Value/status/1992736599764042215)  2025-11-23T23:26Z [----] followers, [---] engagements


"@DD17_Capital @BenCockmanX $lbs secret sauce is their pore space. $tpls produced water royalties will at some point overtake their mineral royalties which is good as its less of a depleting business"  
[X Link](https://x.com/310Value/status/1994160526797029403)  2025-11-27T21:44Z 10K followers, [---] engagements


"My [--] year old daughter - Dad what two things in life would you never want me to do Me: get pregnant too soon and marry the wrong person. Her: I thought youd say get a tattoo and go to Arizona State. Me: lets just make it four things youll never do and call it a day"  
[X Link](https://x.com/310Value/status/1994544640792695135)  2025-11-28T23:11Z [----] followers, [----] engagements


"@AC_newtothis @DD17_Capital @BenCockmanX The choke point in the Del is produced water disposal. No place to put the water = shutting down"  
[X Link](https://x.com/310Value/status/1994784488292061556)  2025-11-29T15:04Z [----] followers, [---] engagements


"I think that Chevrons recent data center announcement is interesting for both $tpl and $lb. $lb likely has better located surface but if Chevron wants to use its own gas $tpl makes a lot of sense. That said DCs are the icing on the cake. Theres plenty of value without them particularly in the produced water businesses"  
[X Link](https://x.com/310Value/status/1994956647718854900)  2025-11-30T02:28Z [----] followers, [---] engagements


"Interesting language from both $cvx and $tpl on datacenters in West Texas. Both talk about being close to announcing a project"  
[X Link](https://x.com/310Value/status/1996276562543386660)  2025-12-03T17:53Z 10K followers, 12.2K engagements


"@DD17_Capital Its not nearly the business quality of tpl largely a fracking company. @DD17_Capital Its not nearly the business quality of tpl largely a fracking company"  
[X Link](https://x.com/310Value/status/1996385605799034925)  2025-12-04T01:06Z [----] followers, [----] engagements


"It's interesting. $BNT likely needs capital to support future growth but in the mean time this is essentially a repurchase of $BN stock funded by a sale of $BAM stock as $BNT stock is convertible into $BN stock. The Investment management fee line items is the most telling. As $BNT converts its acquired investment portfolio from publicly traded IG products into private IG products and other $BAM funds the fees generated by $BAM will materially increase"  
[X Link](https://x.com/310Value/status/1996990136689594399)  2025-12-05T17:08Z [----] followers, [---] engagements


"@LeoNelissen @ttt_financial Heres an off the beaten path European commodity player for you. $src.l https://open.substack.com/pub/310value/p/sigmaroc-capital-markets-dayr=535cw&utm_medium=ios https://open.substack.com/pub/310value/p/sigmaroc-capital-markets-dayr=535cw&utm_medium=ios"  
[X Link](https://x.com/310Value/status/1997316558075429187)  2025-12-06T14:45Z [----] followers, [---] engagements


"$bn $bnt https://www.ft.com/content/7cd8d4a8-8dce-46a5-8395-7cde394bbf8d https://www.ft.com/content/7cd8d4a8-8dce-46a5-8395-7cde394bbf8d"  
[X Link](https://x.com/310Value/status/1998116245611442495)  2025-12-08T19:43Z 10.1K followers, [----] engagements


"@fiscorainvest @DD17_Capital https://podcasts.apple.com/us/podcast/preferred-shares-podcast/id1705285758i=1000697384641 https://podcasts.apple.com/us/podcast/preferred-shares-podcast/id1705285758i=1000697384641"  
[X Link](https://x.com/310Value/status/1998179586031669652)  2025-12-08T23:55Z 10.1K followers, [---] engagements


"@stockthoughts81 Fund raising is strong they are selling assets credit is strong real estate is back. $bn $kkr"  
[X Link](https://x.com/310Value/status/1998458200622772490)  2025-12-09T18:22Z 10.1K followers, [----] engagements


"Last year $APG issued a press release in mid December to reiterate guidance and announce an Investor Day. Given the Series A Preferred Dividend is calculated as an weighted avg. of the last [--] trading days and the word is organic growth is doing well at $APG. Do we see a similar press release next week https://twitter.com/i/web/status/1998484708389216592 https://twitter.com/i/web/status/1998484708389216592"  
[X Link](https://x.com/310Value/status/1998484708389216592)  2025-12-09T20:07Z 10.1K followers, 11.3K engagements


"Looks like the answer to below is yes. $apg Last year $APG issued a press release in mid December to reiterate guidance and announce an Investor Day. Given the Series A Preferred Dividend is calculated as an weighted avg. of the last [--] trading days and the word is organic growth is doing well at $APG. Do we see a https://t.co/3GZCN2JLAX Last year $APG issued a press release in mid December to reiterate guidance and announce an Investor Day. Given the Series A Preferred Dividend is calculated as an weighted avg. of the last [--] trading days and the word is organic growth is doing well at $APG."  
[X Link](https://x.com/310Value/status/1998744062992568513)  2025-12-10T13:18Z 10.1K followers, [----] engagements


"$apg to come it at or above the midpoint of guidance"  
[X Link](https://x.com/310Value/status/1998744252851822603)  2025-12-10T13:18Z 10.1K followers, [---] engagements


"@hkuppy Im the Fed Chair baby Printing cash stacks and inflations running"  
[X Link](https://x.com/310Value/status/1998824702673027144)  2025-12-10T18:38Z [----] followers, [---] engagements


"Not a datacenter but incrementally positive news for $lb"  
[X Link](https://x.com/310Value/status/1999110222829191398)  2025-12-11T13:33Z 10.1K followers, [----] engagements


"@ChamliesCharles @LeoNelissen haha. Too cheap for them most likely. Also LPs probably have enough DPI at this point to hold them over"  
[X Link](https://x.com/310Value/status/1999133074747998340)  2025-12-11T15:04Z [----] followers, [---] engagements


"I think it makes more sense for SoftBank to go after $dbrg over Switch to push forward their AI goals. That said and IPO or sale of Switch is probably worth $2-$4+ per share to $dbrg shareholders and could be a good kickoff of Fund [--]. SoftBank is studying a potential acquisition of data center operator Switch as it chases AI infra holding talks and doing due diligence while owners seek around a $50B valuation including debt and also prep a possible IPO near $60B. $DBRG A deal alongside SoftBanks interest https://t.co/gSBhfOcM4g SoftBank is studying a potential acquisition of data center"  
[X Link](https://x.com/310Value/status/1999549058189287881)  2025-12-12T18:36Z 10K followers, [----] engagements


"@TomSmith839 Control of the portfolio to advance their open ai investment"  
[X Link](https://x.com/310Value/status/1999642431059599769)  2025-12-13T00:48Z [----] followers, [---] engagements


"@riceforthought @TomSmith839 @ExcessDefaults This was legacy Colony Capital assets that $dbrg was off loading"  
[X Link](https://x.com/310Value/status/1999651459726737641)  2025-12-13T01:23Z [----] followers, [---] engagements


"$ses.to Secure renews normal course issuer bid. LTM they acquired 8.1% of their common shares through their NCIB and substantial issuer bid in May at an average price of $14.50 per share"  
[X Link](https://x.com/310Value/status/2000691970222510538)  2025-12-15T22:18Z [----] followers, [----] engagements


"@AsifSeemab 15cents pb. Presently probably not. Though the recent $lb deal w/ $dvn allows for it. Although $dvn owns 20% of $wbi so I there's incentive for them to use them"  
[X Link](https://x.com/310Value/status/2000920530321543291)  2025-12-16T13:26Z 10K followers, [---] engagements


"$bn $bam As we look ahead to the New Year were excited to share our [----] Investment Outlook a view of the forces reshaping the global economy and why theyre creating one of the most defining investment periods in decades. We break down what that shift means for long-term https://t.co/G9FjyOYuip As we look ahead to the New Year were excited to share our [----] Investment Outlook a view of the forces reshaping the global economy and why theyre creating one of the most defining investment periods in decades. We break down what that shift means for long-term https://t.co/G9FjyOYuip"  
[X Link](https://x.com/310Value/status/2000920929053106536)  2025-12-16T13:28Z 10.1K followers, [----] engagements


"Good video with Roby Roy from Switch the $dbrg portfolio company. Switch uses 30% of all the power in Nevada and last year rates came down. Easy to see why SoftBank is interested in Switch $dbrg or both. Roy said DC racks are at 157kw/rack. Next gen chips coming this summer are at 500kw and moving to 1.7mw. Most DCs especially those with crypto roods can't cool 500kw. Switch can cool 2mw/rack now. https://www.youtube.com/watchv=qsQISgplYCA https://twitter.com/i/web/status/2000927074819666302 https://www.youtube.com/watchv=qsQISgplYCA https://twitter.com/i/web/status/2000927074819666302"  
[X Link](https://x.com/310Value/status/2000927074819666302)  2025-12-16T13:52Z 10.1K followers, [----] engagements


"@AsifSeemab There are other royalties in excess of the use of the pore space. From discussions with management the range being paid to $lb is 10-15 cents with [--] cents being legacy contracts and [--] being current. Current market may be a little higher than 15"  
[X Link](https://x.com/310Value/status/2000986442852352474)  2025-12-16T17:48Z [----] followers, [---] engagements


"@jay_21_ @UpslopeCapital @rev_cap Beat me to it"  
[X Link](https://x.com/310Value/status/2001454151360765962)  2025-12-18T00:47Z [----] followers, [---] engagements


"@stressed_assets $lb $tpl $ses.to $wbi"  
[X Link](https://x.com/310Value/status/2001790999597568484)  2025-12-18T23:05Z 10.1K followers, [----] engagements


"Friends in the comments section is a link to my third article on Data Centers in the Permian Basin which covers $tpl $cvx $lb and $wbi. Enjoy and Merry Christmas you filthy animals"  
[X Link](https://x.com/310Value/status/2002136843400487409)  2025-12-19T21:59Z 10.1K followers, 16.8K engagements


"@JDVance Think that is disgraceful then read @Dick_Cardews article. https://open.substack.com/pub/dcard/p/america-first-not-when-you-gut-ourr=535cw&utm_medium=ios https://open.substack.com/pub/dcard/p/america-first-not-when-you-gut-ourr=535cw&utm_medium=ios"  
[X Link](https://x.com/310Value/status/2002395185989222701)  2025-12-20T15:06Z 10.1K followers, [----] engagements


"@Larryjamieson_ The first data center backed by a hyperscaler is probably really close to being announced. Whether or not it is on $lb property or not probably doesnt matter as it proves the thesis. With a 14% short interest things will get real interesting for $lb"  
[X Link](https://x.com/310Value/status/2003066039446467041)  2025-12-22T11:32Z 10.1K followers, [----] engagements


"@Larryjamieson_ And given the Chevron power plant revelation we may not even need to wait for a data center announcement for $lb to get moving. Not that $lbs success is reliant on data centers there is ample value in their pore space that will become more evident if they do an analyst day"  
[X Link](https://x.com/310Value/status/2003078541370339355)  2025-12-22T12:21Z 10K followers, [---] engagements


"@WaterworldCapi1 @MrMojoRisinX I hear the hangup with 26N was the carry split going forward. Given the strategic nature of $dbrg to SB this shouldn't be an issue on the SB side. Re Ganzi can he get access to more money w/ carry from being under the SB umbrella and do shareholders get a fair price"  
[X Link](https://x.com/310Value/status/2003161848519262268)  2025-12-22T17:52Z 10K followers, [----] engagements


"$CVX's Permian Basin Power Plant Project which is requesting a tax abatement from Reeves County & plans to utilize $tpl's land and adjoin $lb's / $wbi's land is expected to be a $6.5B project. $cvx's LTM capex was $16.4B"  
[X Link](https://x.com/310Value/status/2003479492283728113)  2025-12-23T14:55Z 10.1K followers, 13.9K engagements


"Caveat that this is likely the preferred location but it's dependent on receiving the tax abatement. A tax abatement form was filed yesterday for a meeting on 1/26/26 [----] acres of the project are $tpl acres. An early form had $lb/$wbi acres which now looks to border the project. https://twitter.com/i/web/status/2003483482685640749 https://twitter.com/i/web/status/2003483482685640749"  
[X Link](https://x.com/310Value/status/2003483482685640749)  2025-12-23T15:10Z 10.1K followers, [----] engagements


"Christmas Day NFL halftime show features a symphony orchestra accompanying Snoop in performing Nothing But a G Thing followed by the K Pop Demon Hunters performing The [--] Days of Christmas. God Bless America. Oh and Andrea Bocelli"  
[X Link](https://x.com/310Value/status/2004330622941384836)  2025-12-25T23:17Z 10K followers, [----] engagements


"@staunovo @ZmansEnrgyBrain $wbi solves this"  
[X Link](https://x.com/310Value/status/2004536814896583100)  2025-12-26T12:56Z 10.1K followers, [----] engagements


"@ACapitalLP @rainbowroll2016 HEICO in Hollywood"  
[X Link](https://x.com/310Value/status/2005681928071200964)  2025-12-29T16:46Z 10K followers, [---] engagements


"@YouGotTheDavid @WaterworldCapi1 He cut a good deal for management with SoftBank and allowing them to capture the upside"  
[X Link](https://x.com/310Value/status/2005728472552071198)  2025-12-29T19:51Z 10K followers, [--] engagements


"@valueinvestor03 @WaterworldCapi1 $nomd probably a big beneficiary to a resolution in the Ukraine War too"  
[X Link](https://x.com/310Value/status/2006116093652242456)  2025-12-30T21:32Z 10.1K followers, [---] engagements


"@WaterworldCapi1 @valueinvestor03 Iirc like 40% of their fish came from Russian waters and their sunflower oil came from Ukraine. The war greatly disrupted their supply chain and caused them to seek out higher cost replacements"  
[X Link](https://x.com/310Value/status/2006116644548976826)  2025-12-30T21:34Z 10K followers, [---] engagements


"It likely ran in Nov on AI optimism and then sold off when their sponsor did an offering. That said there is ample value in $lb's pore space that the market doesn't yet understand and there is a lot of upside risk in the data center thesis. The size of the sort interest is crazy. https://twitter.com/i/web/status/2007109196987126028 https://twitter.com/i/web/status/2007109196987126028"  
[X Link](https://x.com/310Value/status/2007109196987126028)  2026-01-02T15:18Z 10.1K followers, [----] engagements


"@aledade3 Replacing used capacity is part of sustaining capex so not an issue"  
[X Link](https://x.com/310Value/status/2008203735055646983)  2026-01-05T15:47Z 10.1K followers, [---] engagements


"@aledade3 I asked ceo and he said some places are harder to find pore space than others but overall he wasnt worried"  
[X Link](https://x.com/310Value/status/2008208041989304611)  2026-01-05T16:04Z 10.1K followers, [---] engagements


"@aledade3 They could do out of basin disposal if needed which would require them to build a pipeline but likely come with a very long contract"  
[X Link](https://x.com/310Value/status/2008208807051268535)  2026-01-05T16:07Z 10.1K followers, [---] engagements


"@AgrisAcademy Thanks for sharing. Im a Cargill alumnus too. Animal nutrition division"  
[X Link](https://x.com/310Value/status/2008328130591699151)  2026-01-06T00:01Z 10.1K followers, 44.5K engagements


"@AgrisAcademy I was in the general management rotational program and my training was top-notch. I executed a turnaround my third year. The experience got me into Harvard Business School"  
[X Link](https://x.com/310Value/status/2008333756730343711)  2026-01-06T00:24Z 10.1K followers, [----] engagements


"@Ross__Hendricks No but in [----] $cvx plans to flip a switch and generate 2.5gw of power in reeves county"  
[X Link](https://x.com/310Value/status/2008727736144306396)  2026-01-07T02:29Z 10.1K followers, [----] engagements


"@bizalmanac That and Blue Owl pc fund getting redeemed"  
[X Link](https://x.com/310Value/status/2009098443470614735)  2026-01-08T03:02Z 10.1K followers, [---] engagements


"I doubt there will be additional $ for $dbrg shareholders. Question: will selling below what shareholders deem to be fair prove shortsighted for Ganzi/Jenkins Shareholders are as much mgmts partner as LPs if not more given $dbrgs small GP interest in funds. Future potential LPs may think twice about partnering with these guys given how shareholders were treated. This is likely more relevant to ME investors where $dbrg has been strong historically but where relationships are valued. $DBRG announces SoftBank deal December 29th after most of the year-end portfolio shuffling is done and activists"  
[X Link](https://x.com/310Value/status/2009260501809746371)  2026-01-08T13:46Z 10.1K followers, [----] engagements


"@COMETcapital @ragingbullcap $lb"  
[X Link](https://x.com/310Value/status/2009308215247536529)  2026-01-08T16:56Z 10.1K followers, [---] engagements


"@riceforthought @MrMojoRisinX We will likely see an ipo later this year so we will see. Some one asked why they now as they didnt have toshould wait till after switch ipo. I said they have to sell before as allowed giving value to the buyer and allowed mgmt to cut a better deal for themselves"  
[X Link](https://x.com/310Value/status/2009445169851167204)  2026-01-09T02:00Z 10.1K followers, [---] engagements


"@realDonaldTrump Get BlackStone out of the Rolex Box Secondary Market. These large institutions are driving up the prices for ordinary consumers. Thank you for your attention to this matter. Breaking: BlackRock is starting a new 3b fund to purchase all Rolex boxes on the secondary market The box fund has one goal said CEO Larry Fink and its to make the boxes more expensive than the actual watches https://t.co/R6OXvsag9R Breaking: BlackRock is starting a new 3b fund to purchase all Rolex boxes on the secondary market The box fund has one goal said CEO Larry Fink and its to make the boxes more"  
[X Link](https://x.com/310Value/status/2009678405449683003)  2026-01-09T17:27Z 10.1K followers, [----] engagements


"@marketplunger1 $lb has a 15% short interest"  
[X Link](https://x.com/310Value/status/2009678783964463328)  2026-01-09T17:28Z 10.1K followers, [----] engagements


"@Muzzlebuster @CapexAndChill Just wait until they sell their own balance sheet premium real estate to the insurance portfolio"  
[X Link](https://x.com/310Value/status/2009679207660499117)  2026-01-09T17:30Z 10.1K followers, [--] engagements


"Taking IFM out there was about $3B of equity from $dbrg in the Switch deal. The exact breakout we don't know but most is Fund [--] economics. The balance is split between no carry and 15% carry. The c-corp also owns the 1.5% GP stake in Fund [--]. Safe to assume that Switch is 15% to 20% of Fund [--]. IPOing or selling it probably generates $5 per share of value to shareholders and puts a big mark on Fund [--] that $dbrg can use to kickoff fundraising for Fund [--]. Will be interesting to see if Switch is sold or IPO'd this year. https://twitter.com/i/web/status/2009681314492891619"  
[X Link](https://x.com/310Value/status/2009681314492891619)  2026-01-09T17:38Z 10.1K followers, [---] engagements


"@WaterworldCapi1 @Geiger_Capital Spoke to a CFO of a major company this week. Our stock usually does really well when things a crazy and investors want safety. Now things are crazy and it drives the market up and our stock down. Maybe things will return to normal soon"  
[X Link](https://x.com/310Value/status/2009807298793968102)  2026-01-10T01:59Z 10.1K followers, [---] engagements


"@WaterworldCapi1 @atelicinvest @grok compile a list of the [--] most popular shorts on fintwit over the last [--] months"  
[X Link](https://x.com/310Value/status/2010015660378861783)  2026-01-10T15:47Z 10.1K followers, [---] engagements


"So the pair trade is long $xom short $cvx. Trump says he may block Exxon from Venezuela after its CEO called the country uninvestable. Trump says he may block Exxon from Venezuela after its CEO called the country uninvestable"  
[X Link](https://x.com/310Value/status/2010548165552808372)  2026-01-12T03:03Z 10.1K followers, [----] engagements


"As Obi-Wan said whos more foolish the fool or the fool who follows him TILLIS says that whoever went after vindictive prosecution against Fed Chair Powell needs to grow up and give the President better advice https://t.co/jgxWcWgwbK TILLIS says that whoever went after vindictive prosecution against Fed Chair Powell needs to grow up and give the President better advice https://t.co/jgxWcWgwbK"  
[X Link](https://x.com/310Value/status/2010898878082793631)  2026-01-13T02:17Z 10.1K followers, [----] engagements


"@BlackSailsRsch $ses.to"  
[X Link](https://x.com/310Value/status/2011181892922393034)  2026-01-13T21:01Z 10.1K followers, [----] engagements


"RT @TorresOnArizona: BEAT ASU WEEK #forksdown"  
[X Link](https://x.com/310Value/status/2011560451008840117)  2026-01-14T22:05Z 10.1K followers, [--] engagements


"@rich_toad Is he still married to the stripper"  
[X Link](https://x.com/310Value/status/2011872423738536198)  2026-01-15T18:45Z 10.1K followers, [----] engagements


"@WaterworldCapi1 @agnostoxxx Youre going to need an ark for the flood of liquidity I will unleash"  
[X Link](https://x.com/310Value/status/2012200213637718139)  2026-01-16T16:28Z 10.1K followers, [---] engagements


"@DOGEai_tx Yes it was rhetorical. Likely paired with behind the grid gas gen like $cvxs 2.5gw facility thats expandable to 5gw"  
[X Link](https://x.com/310Value/status/2012290945933320201)  2026-01-16T22:28Z 10.1K followers, [--] engagements


"RT @LeoNelissen: Article Tomorrow on Main Street Alpha Im writing a quick update on massive policy support for $TPL and $LB and relat"  
[X Link](https://x.com/310Value/status/2012362665675391184)  2026-01-17T03:13Z 10.1K followers, [--] engagements


"RT @LeoNelissen: My $LB & $TPL article has been published. Let me know your thoughts 👇 https://www.patreon.com/posts/148433852utm_campaign=postshare_creator https://www.patreon.com/posts/148433852utm_campaign=postshare_creator"  
[X Link](https://x.com/310Value/status/2012539003698872628)  2026-01-17T14:54Z 10.1K followers, [--] engagements


"Thats not the cup of a carpenter. https://t.co/tDVixALSvC https://t.co/tDVixALSvC"  
[X Link](https://x.com/310Value/status/2012976874859716699)  2026-01-18T19:54Z 10.1K followers, [----] engagements


"RT @adamscochran: There is a genuine chance here that Trump doesnt know the difference between Norway and Denmark"  
[X Link](https://x.com/310Value/status/2013390181164863834)  2026-01-19T23:16Z 10.1K followers, [----] engagements


"RT @taobanker: holy shiddd this $src.l trading update goes hard af. it's over for bears. moon sequence initiated"  
[X Link](https://x.com/310Value/status/2013466388141089076)  2026-01-20T04:19Z 10.1K followers, [--] engagements


"Translation: yes hes fng insane. But just give it a few more days and there will be [--] more tweets about other insane ideas and this will be all forgotten. "Sit back take a deep breath and let things play out." Treasury Secretary Scott Bessent urges countries to stick with their trade deals and not escalate against the United States https://t.co/ccfNCPbXBs https://t.co/AK3XX9ai8d "Sit back take a deep breath and let things play out." Treasury Secretary Scott Bessent urges countries to stick with their trade deals and not escalate against the United States https://t.co/ccfNCPbXBs"  
[X Link](https://x.com/310Value/status/2013608655036256643)  2026-01-20T13:44Z 10.1K followers, [----] engagements


"RT @AKWilk: Some thoughts on investing and how I evaluate businesses that I hope to add to over time. https://88ed4599-26c4-4b58-95a2-873503998297.filesusr.com/ugd/47fd79_e909e6cad4594403b0de846dc9d92590.pdf https://88ed4599-26c4-4b58-95a2-873503998297.filesusr.com/ugd/47fd79_e909e6cad4594403b0de846dc9d92590.pdf"  
[X Link](https://x.com/anyuser/status/2013612762597843051)  2026-01-20T14:01Z 10.1K followers, [--] engagements


"RT @LeoNelissen: 🚨 Two quick notes regarding Main Street Alpha: [--]. Our $NVDA & tech article is now online. - Why capital is rotating ou"  
[X Link](https://x.com/310Value/status/2013645381662396897)  2026-01-20T16:10Z 10.1K followers, [--] engagements


"I watched [--] episodes of Its Florida Man on HBO. So far the moral of the story is [--] for [--] dont do drugs"  
[X Link](https://x.com/310Value/status/2013792530119131447)  2026-01-21T01:55Z 10.1K followers, [----] engagements


"RT @lolviolence: Its one single family home Michael what could it cost $100K"  
[X Link](https://x.com/310Value/status/2013813797132120213)  2026-01-21T03:19Z 10.1K followers, [--] engagements


"RT @WalmartThomist: American Catholics.you CANNOT eat meat tomorrow"  
[X Link](https://x.com/310Value/status/2014171063962177767)  2026-01-22T02:59Z 10.1K followers, [---] engagements


"Donald you only killed two protesters. Gotta pump those numbers up those are rookie numbers in the authoritarian racket"  
[X Link](https://x.com/310Value/status/2015223376382415306)  2026-01-25T00:41Z 10.1K followers, [----] engagements


"@WaterworldCapi1 @PythiaR Leonard da Vinci according to the Mayflowers"  
[X Link](https://x.com/310Value/status/2015572877085454737)  2026-01-25T23:49Z 10.1K followers, [---] engagements


"$EQIX $COR $INXN Interconnection-oriented models.have some pricing power. Cloud service provider growth will reinforce not supplant the value of key network nodes"  
[X Link](https://x.com/310Value/status/983740150122467328)  2018-04-10T16:15Z 10.1K followers, [--] engagements


"Data center organic growth: $EQIX $COR $INXN"  
[X Link](https://x.com/310Value/status/983741370375589888)  2018-04-10T16:19Z 10.1K followers, [--] engagements

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