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# ![@LeoNelissen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::363841629.png) @LeoNelissen Leo

Leo posts on X about $tpl, $lb, stocks, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::363841629/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::363841629/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +16%
- X Months XXXXXXXXX +87%
- X Year XXXXXXXXX +22%

### Mentions: XX [#](/creator/twitter::363841629/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::363841629/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX +30%
- X Year XXX +3.90%

### Followers: XXXXX [#](/creator/twitter::363841629/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::363841629/c:line/m:followers.svg)

- X Week XXXXX +0.37%
- X Month XXXXX +1.10%
- X Months XXXXX +12%
- X Year XXXXX +20%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::363841629/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::363841629/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::363841629/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$tpl](/topic/$tpl) #8, [$lb](/topic/$lb) #2, [stocks](/topic/stocks) 0.82%, [investment](/topic/investment) 0.82%, [debt](/topic/debt) 0.82%, [$rtx](/topic/$rtx) 0.55%, [$noc](/topic/$noc) #14, [ukraine](/topic/ukraine) 0.55%, [rates](/topic/rates) 0.55%, [over the](/topic/over-the) XXXX%

**Top accounts mentioned or mentioned by**
[@analysisop](/creator/undefined) [@saynototrading](/creator/undefined) [@jusifov](/creator/undefined) [@ttt_financial](/creator/undefined) [@vince85623723](/creator/undefined) [@tadeuzwitkow](/creator/undefined) [@stock_bonvivant](/creator/undefined) [@griffithbrand](/creator/undefined) [@secrets4stocks](/creator/undefined) [@kmackrob](/creator/undefined) [@european_dgi](/creator/undefined) [@tschuster00](/creator/undefined) [@geekymechanic](/creator/undefined) [@ppinvest](/creator/undefined) [@nwtswaps4cl](/creator/undefined) [@wwillowresearch](/creator/undefined) [@tttfinancial](/creator/undefined) [@hoganpash](/creator/undefined) [@krappsholidy](/creator/undefined) [@shadowbrokerx](/creator/undefined)

**Top assets mentioned**
[Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Home Depot, Inc. (HD)](/topic/$hd) [S&P Global Inc (SPGI)](/topic/$spgi) [CME Group Inc (CME)](/topic/$cme) [Suncor Energy, Inc. (SU)](/topic/$su) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [FANG Token (FANG)](/topic/$fang) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Limitus (LMT)](/topic/$lmt) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Lennar Corporation (LEN)](/topic/$len) [BTU Protocol (BTU)](/topic/$btu) [Microsoft Corp. (MSFT)](/topic/microsoft) [Arweave (AR)](/topic/$ar) [Range Resources, Corp. (RRC)](/topic/$rrc) [A3S Protocol (AA)](/topic/$aa) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fabrinet (FN)](/topic/$fn) [EMCOR Group, Inc. (EME)](/topic/$eme) [MGM Resorts International (MGM)](/topic/$mgm) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [VICI Properties, Inc. (VICI)](/topic/$vici) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Hess Corp. (HES)](/topic/$hes) [Convex Finance (CVX)](/topic/$cvx) [NRG Energy Inc (NRG)](/topic/$nrg) [SPDR GOLD ETF (GLD)](/topic/$gld) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe)
### Top Social Posts [#](/creator/twitter::363841629/posts)
---
Top posts by engagements in the last XX hours

"I think $SPGI S&P Global is at serious risk of being disrupted by AI. I just kicked it off my watchlist"  
[X Link](https://x.com/LeoNelissen/status/1974189727835435089) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-03T19:08Z 9480 followers, 12.6K engagements


"On a related note $CME Group just announced a deal with FanDuel (leading sports betting platform) to offer event-driven contracts. Pretty cool"  
[X Link](https://x.com/LeoNelissen/status/1958275233611461066) [@LeoNelissen](/creator/x/LeoNelissen) 2025-08-20T21:09Z 9480 followers, 2235 engagements


"$SU Suncor Energy is one of the few energy stocks returning XXX% of its free cash flow to shareholders"  
[X Link](https://x.com/LeoNelissen/status/1954175626941808736) [@LeoNelissen](/creator/x/LeoNelissen) 2025-08-09T13:39Z 9480 followers, 4615 engagements


"@WWillowResearch They could cure cancer and they would still drop 5%"  
[X Link](https://x.com/LeoNelissen/status/1976663118609883340) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-10T14:56Z 9479 followers, XXX engagements


"Great news for $REXR my only REIT investment. I think this will be followed by a takeover by some bigger player in the not too distant future"  
[X Link](https://x.com/LeoNelissen/status/1960739579490877486) [@LeoNelissen](/creator/x/LeoNelissen) 2025-08-27T16:21Z 9480 followers, 2224 engagements


"$FANG Diamondback Energy is truly one of the best energy stocks in North America thanks to deep reserves industry-leading operating efficiencies and favorable shareholder distributions. Current goal to return XX% through (special) dividends and buybacks. After post-M&A debt reduction it will be boosted to 75%. - At $XX $XX in per-share FCF (15% yield)"  
[X Link](https://x.com/LeoNelissen/status/1965080449857831264) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-08T15:51Z 9480 followers, 5584 engagements


"You know what it means when people buy the heck out of $ARKK and P/S ratios become popular again"  
[X Link](https://x.com/LeoNelissen/status/1975273064075055344) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-06T18:52Z 9479 followers, 1358 engagements


"Demand supply -- $NOC $RTX $LHX $LMT"  
[X Link](https://x.com/LeoNelissen/status/1972626630540743133) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-29T11:36Z 9480 followers, 2419 engagements


"Got energy stocks I think energy is the best source for alpha for the next 1-3 years (and likely beyond)"  
[X Link](https://x.com/LeoNelissen/status/1978219082072678616) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-14T21:59Z 9480 followers, 23.9K engagements


"$CSL is one of my favorites. This one will go to $XXX over the next few years"  
[X Link](https://x.com/LeoNelissen/status/1969155841417777370) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-19T21:45Z 9480 followers, 3709 engagements


"$HD Home Depot Comparable sales were up XXX% 👇 - Consumer transactions were down XXX% - Average ticket increased by XXX% Pricing saved the day as housing remains stuck"  
[X Link](https://x.com/LeoNelissen/status/1957752107613974736) [@LeoNelissen](/creator/x/LeoNelissen) 2025-08-19T10:30Z 9479 followers, 5305 engagements


"We need MORE POWER. - Coal $BTU - Nat Gas $AR $RRC - Nuclear $VST $CEG"  
[X Link](https://x.com/LeoNelissen/status/1972273047353884725) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-28T12:11Z 9479 followers, 6754 engagements


"@griffithbrand @SayNoToTrading I havent seen evidence of that tbh"  
[X Link](https://x.com/LeoNelissen/status/1975251140724826282) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-06T17:25Z 9480 followers, XXX engagements


"@tobichrislorenz @XOPYC6"  
[X Link](https://x.com/LeoNelissen/status/1970919942653608075) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-24T18:35Z 9480 followers, XX engagements


"$FIX Comfort Systems When I turned bullish I did not expect a rally this big. Having spent countless hours researching AI I think this rally is far from over"  
[X Link](https://x.com/LeoNelissen/status/1973145291328249965) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-30T21:57Z 9480 followers, 4555 engagements


"@WWillowResearch I like BN a lot don't get me wrong. However what part of their business will benefit from rising oil prices They seem to be mainly a fee-based manager of diversified assets"  
[X Link](https://x.com/LeoNelissen/status/1978382534401487206) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-15T08:48Z 9480 followers, XX engagements


"One of my favorite portoflio holdings - $NOC"  
[X Link](https://x.com/LeoNelissen/status/1974805390618415250) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-05T11:54Z 9480 followers, 3038 engagements


"$TPL - Texas Pacific Land 2Q25 was great as it shows what TPL is capable of even when oil prices are seriously subdued. - Record produced water royalty volumes - Record oil and gas royalty production() - XX% FCF margin (nice) - No gross debt $XXX million in cash - X% revenue growth despite natural gas prices being almost "free" super low water sales and subdued oil prices. Once oil prices recover this thing will show its true colors. Now all eyes (ears) are on the call tomorrow"  
[X Link](https://x.com/LeoNelissen/status/1953199122183274942) [@LeoNelissen](/creator/x/LeoNelissen) 2025-08-06T20:58Z 9480 followers, 11.9K engagements


"@Anton826237141 They will ramp it up after reducing post acquisition debt. But yes. Buybacks have been steadily"  
[X Link](https://x.com/LeoNelissen/status/1978226074770190671) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-14T22:27Z 9479 followers, XXX engagements


"More data on $COLD a stock I called one of my best dividend ideas yesterday"  
[X Link](https://x.com/LeoNelissen/status/1975128474290716795) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-06T09:18Z 9480 followers, 9803 engagements


"The world the moment I'm starting to reach my first financial goals:"  
[X Link](https://x.com/LeoNelissen/status/1971303607309050187) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-25T19:59Z 9480 followers, 2430 engagements


"$WBI WaterBridge More details on its IPO: - Looks like an 11x EBITDA multiple based on 2024 Pro Forma numbers. "WaterBridge Infrastructure LLC is seeking to raise as much as $XXX million in its US initial public offering. The Houston-based water infrastructure company is offering XX million shares for $XX to $XX each according to a prospectus filed with the US Securities and Exchange Commission on Monday. At the top of the range WaterBridge would have a market value of $XXXX billion with XXX million shares outstanding according to the filing. Funds and accounts managed by Horizon Kinetics"  
[X Link](https://x.com/LeoNelissen/status/1965476747622633568) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-09T18:05Z 9480 followers, 4108 engagements


"Texas Pacific Land $TPL & LandBridge $LB Biggest corrections of the past XX years:"  
[X Link](https://x.com/LeoNelissen/status/1948004402620518894) [@LeoNelissen](/creator/x/LeoNelissen) 2025-07-23T12:56Z 9480 followers, 18.6K engagements


"@WWillowResearch How is BN an energy bet"  
[X Link](https://x.com/LeoNelissen/status/1978379602473980237) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-15T08:37Z 9480 followers, XXX engagements


"@ttt_financial @SBetschinger @jusifov @studentofcycles @aktien_max @topsecretstocks @ppinvest @franke_media @BoersenDE @ThierryBorgeat @geldschmid @KielerFinanzen @VidarCoc $FN Fabrinet (optical communication components modules subsystems for high-speed data transmission) $EME Emcor (Electrical mechanical and facilities services with a growing focus on constructing and maintaining AI data centers)"  
[X Link](https://x.com/LeoNelissen/status/1966792279672115392) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-13T09:13Z 9478 followers, XXX engagements


"These comments make a lot of sense. As of June: Las Vegas visitors: -XXXX% Convention attendance: -XXXX% Revenue per available room: -XXXX% Occupancy: -XXX points to 78.7%. $MGM $LVS $VICI"  
[X Link](https://x.com/LeoNelissen/status/1951230393618722829) [@LeoNelissen](/creator/x/LeoNelissen) 2025-08-01T10:35Z 9480 followers, 7338 engagements


"ExxonMobil $XOM is looking for new M&A deals as it lost $HES to $CVX. Who will they buy Any guesses"  
[X Link](https://x.com/LeoNelissen/status/1951234737416061195) [@LeoNelissen](/creator/x/LeoNelissen) 2025-08-01T10:53Z 9480 followers, 1803 engagements


"$LB - LandBridge What the market is missing: - Just XX% of revenues are oil and gas royalties - Its sponsor Five Point founded PowerBridge. PowerBridge is working to get data centers to the Permian. It works with $NRG Energy which will make it MUCH easier to get deals done on LB land. - Unofficial reports show work is in progress with players like CoreWeave. - Stargate will be perfect for the Permian. - There is no other player that has what LB has when it comes to low-risk contiguous land. - Eventually LB will be home to mega-campuses that come with external power facilities etc as it aims"  
[X Link](https://x.com/LeoNelissen/status/1945579360792031387) [@LeoNelissen](/creator/x/LeoNelissen) 2025-07-16T20:20Z 9480 followers, 71K engagements


"$TPL - Texas Pacific Land After every major drawdown TPL has returned double-digits over the next XX months and triple-digits over the next XX months"  
[X Link](https://x.com/LeoNelissen/status/1945823504705728638) [@LeoNelissen](/creator/x/LeoNelissen) 2025-07-17T12:30Z 9480 followers, 7903 engagements


"Sdzucker just hit a new multi-decade low"  
[X Link](https://x.com/LeoNelissen/status/1969979983473885676) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-22T04:20Z 9480 followers, 2764 engagements


"Europeans created the greatest civilizations in the history of mankind. Prosperity freedom human rights did I forget anything"  
[X Link](https://x.com/LeoNelissen/status/1977806326144409863) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-13T18:39Z 9480 followers, 2980 engagements


"$HD - Home Depot (Macro) Some interesting takeaways I got from the earnings call today: Essentially Home Depot expects ongoing economic uncertainty and high interest rates to delay large projects but sees stable demand for smaller projects supported by strong customer finances and tax benefits. It's enough to support its stock price today"  
[X Link](https://x.com/LeoNelissen/status/1957832598744363252) [@LeoNelissen](/creator/x/LeoNelissen) 2025-08-19T15:50Z 9479 followers, 2826 engagements


"$LB may be a terrific company and one of my favorite long-term holdings but it trades like a total and utter POS"  
[X Link](https://x.com/LeoNelissen/status/1976662206411608521) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-10T14:52Z 9480 followers, 5551 engagements


"$RTX Corp. is up another XXX% pre-market as the US considers selling Tomahawk missiles to Ukraine"  
[X Link](https://x.com/LeoNelissen/status/1972611565607366715) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-29T10:37Z 9480 followers, 4930 engagements


"Crazy moves in gold and silver despite dollar strength Seems like panic buying/FOMO. $GLD $SLV $GDX"  
[X Link](https://x.com/LeoNelissen/status/1975820057360924897) [@LeoNelissen](/creator/x/LeoNelissen) 2025-10-08T07:06Z 9480 followers, 3692 engagements


"$LB - LandBridge ( $TPL ) There it is the announcement we have been waiting for. **LandBridge Announces Strategic Agreement with NRG to Power Potential Data Center in the Delaware Basin Texas** LandBridge Company LLC (NYSE: LB) (LandBridge) announced that it has entered into a strategic agreement with NRG Energy Inc. (NRG) with respect to a potential data center site in Reeves County Texas in the Delaware Basin. The site could potentially house a 1100 MW grid-connected natural gas power generation facility which NRG could construct if an appropriate power purchase agreement for a data center"  
[X Link](https://x.com/LeoNelissen/status/1970456516248383988) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-23T11:53Z 9480 followers, 18.7K engagements


"@Indigo_Joe_ $CBOE"  
[X Link](https://x.com/LeoNelissen/status/1972401997778444450) [@LeoNelissen](/creator/x/LeoNelissen) 2025-09-28T20:44Z 9479 followers, XX engagements