[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @PetramcoC moats-and-notes moats-and-notes posts on X about $gfs, if you, $wlk, $pbr the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1342027118037839876/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +123% - X Months XXXXXXXXX +563% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1342027118037839876/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +544% - X Year XXX +190% ### Followers: XXXXX [#](/creator/twitter::1342027118037839876/followers)  - X Week XXXXX +1.20% - X Month XXXXX +13% - X Months XXXXX +36% - X Year XXXXX +52% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1342027118037839876/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% **Social topic influence** [$gfs](/topic/$gfs) #5, [if you](/topic/if-you) 10.53%, [$wlk](/topic/$wlk) 10.53%, [$pbr](/topic/$pbr) 5.26%, [$80b](/topic/$80b) 5.26%, [$50b](/topic/$50b) 5.26%, [$15b](/topic/$15b) 5.26%, [$psa](/topic/$psa) 5.26%, [psa](/topic/psa) 5.26%, [$entg](/topic/$entg) XXXX% **Top accounts mentioned or mentioned by** [@calvinfroedge](/creator/undefined) [@taobanker](/creator/undefined) [@see_dog_cap](/creator/undefined) [@contrariancurse](/creator/undefined) [@vikramskr](/creator/undefined) [@sigmazerocap](/creator/undefined) [@onodacapital](/creator/undefined) [@marcenvanbasto](/creator/undefined) [@ccm_brett](/creator/undefined) [@joinyellowbrick](/creator/undefined) **Top assets mentioned** [GlobalFoundries, Inc. (GFS)](/topic/$gfs) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [PolkaBridge (PBR)](/topic/$pbr) [Public Storage (PSA)](/topic/$psa) [Entegris, Inc. (ENTG)](/topic/$entg) [OwlDAO (OWL)](/topic/$owl) [Streamity (STM)](/topic/$stm) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Western Union Co (WU)](/topic/$wu) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Autozone Inc (AZO)](/topic/$azo) [Adappter Token (ADP)](/topic/$adp) ### Top Social Posts Top posts by engagements in the last XX hours "$PBR mkt cap is $80b & they're saying that you're going to get $50b of divs from 2026 through 2030 aaaaaaand. that FCF will be $15b in 2030 (assuming $XX brent) so you're paying 2x forward P/FCF on 2030 numbers" [X Link](https://x.com/PetramcoC/status/1994400635328884850) 2025-11-28T13:39Z 1230 followers, 1280 engagements "this is a fascinating chart of $PSA share px if you didn't have the stones to hold this through most peak COVID (i.e. summer 2020 to summer 2021) you missed basically the entire 10y px return probably a lesson there" [X Link](https://x.com/PetramcoC/status/1997755877504491814) 2025-12-07T19:51Z 1230 followers, XXX engagements "@ContrarianCurse can play analog cycle turning $ENTG & $Q bit of torque to AI but also to general semis + coming out of a restocking cycle" [X Link](https://x.com/PetramcoC/status/1998114389509955908) 2025-12-08T19:36Z 1230 followers, XXX engagements "$OWL you beauty that is quite the reconciliation table" [X Link](https://x.com/PetramcoC/status/1996542624250179728) 2025-12-04T11:30Z 1230 followers, XXX engagements "In Q2 '21 $GFS made X% of LTM wafer revs from auto end markets XX% as of Q3 '25 $155m $1.4b pretty impressive ramp tbh" [X Link](https://x.com/PetramcoC/status/1998136350114210105) 2025-12-08T21:03Z 1230 followers, XXX engagements "Mubadala doing an atrocious job taking advantage of the thin float in $GFS these days Where's our squeeze guys" [X Link](https://x.com/PetramcoC/status/1998142601355309063) 2025-12-08T21:28Z 1230 followers, XXX engagements "@calvinfroedge LTM FCF is $994m & debt as of last Q is $11.4b $WLK looks like the most interesting of the US chems to me conservatively run given founding family still owns most of it trades at 1x invested capital building products biz underappreciated" [X Link](https://x.com/PetramcoC/status/1993086369317765560) 2025-11-24T22:36Z 1226 followers, XXX engagements "@sigmazerocap Whats an example of a contra-pod idea today $WLK springs to mind maybe $STM too in semis" [X Link](https://x.com/PetramcoC/status/1995139204985262144) 2025-11-30T14:33Z 1226 followers, XXX engagements "interesting situ in x-border payments $WU is way down because of cos like $RELY $RELY is way down because of stablecoins $CRCL is down because well crypto's blown up duh I have no idea which X (or X or 3) co wins here LT but just buying all X seems you're gonna win somehow" [X Link](https://x.com/PetramcoC/status/1991222438093353038) 2025-11-19T19:09Z 1229 followers, 2221 engagements "$gfs gonna keep on ripping if they force all the analog/legacy shorts to cover on potential cycle bottom (see $MCHP) and the SiPh deal + pivot earnings substantially understating FCF during this period of CapEx digestion too" [X Link](https://x.com/PetramcoC/status/1998375531650404676) 2025-12-09T12:53Z 1229 followers, XXX engagements "$AZO & $ADP are on the same NTM P/E right now one ($ADP) is growing LTM EBIT +7% Y/Y one ($AZO) has LTM EBIT declining -X% Y/Y doesn't seem like a sustainable multiple-parity" [X Link](https://x.com/PetramcoC/status/1998437960094527794) 2025-12-09T17:01Z 1229 followers, XXX engagements "@taobanker if you look at their food GMs theyre basically the same as pre COVID theyve not actually lowered food (or retail) quality on that metric" [X Link](https://x.com/PetramcoC/status/1998721323993018430) 2025-12-10T11:47Z 1229 followers, XX engagements
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@PetramcoC moats-and-notes
moats-and-notes posts on X about $gfs, if you, $wlk, $pbr the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +123%
- X Months XXXXXXXXX +563%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +544%
- X Year XXX +190%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +13%
- X Months XXXXX +36%
- X Year XXXXX +52%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXXX%
Social topic influence $gfs #5, if you 10.53%, $wlk 10.53%, $pbr 5.26%, $80b 5.26%, $50b 5.26%, $15b 5.26%, $psa 5.26%, psa 5.26%, $entg XXXX%
Top accounts mentioned or mentioned by @calvinfroedge @taobanker @see_dog_cap @contrariancurse @vikramskr @sigmazerocap @onodacapital @marcenvanbasto @ccm_brett @joinyellowbrick
Top assets mentioned GlobalFoundries, Inc. (GFS) Westlake Chemical, Corp. (WLK) PolkaBridge (PBR) Public Storage (PSA) Entegris, Inc. (ENTG) OwlDAO (OWL) Streamity (STM) Remitly Global, Inc. Common Stock (RELY) Western Union Co (WU) Circle Internet Group, Inc. (CRCL) Microchip Technology Inc. (MCHP) Autozone Inc (AZO) Adappter Token (ADP)
Top Social Posts
Top posts by engagements in the last XX hours
"$PBR mkt cap is $80b & they're saying that you're going to get $50b of divs from 2026 through 2030 aaaaaaand. that FCF will be $15b in 2030 (assuming $XX brent) so you're paying 2x forward P/FCF on 2030 numbers"
X Link 2025-11-28T13:39Z 1230 followers, 1280 engagements
"this is a fascinating chart of $PSA share px if you didn't have the stones to hold this through most peak COVID (i.e. summer 2020 to summer 2021) you missed basically the entire 10y px return probably a lesson there"
X Link 2025-12-07T19:51Z 1230 followers, XXX engagements
"@ContrarianCurse can play analog cycle turning $ENTG & $Q bit of torque to AI but also to general semis + coming out of a restocking cycle"
X Link 2025-12-08T19:36Z 1230 followers, XXX engagements
"$OWL you beauty that is quite the reconciliation table"
X Link 2025-12-04T11:30Z 1230 followers, XXX engagements
"In Q2 '21 $GFS made X% of LTM wafer revs from auto end markets XX% as of Q3 '25 $155m $1.4b pretty impressive ramp tbh"
X Link 2025-12-08T21:03Z 1230 followers, XXX engagements
"Mubadala doing an atrocious job taking advantage of the thin float in $GFS these days Where's our squeeze guys"
X Link 2025-12-08T21:28Z 1230 followers, XXX engagements
"@calvinfroedge LTM FCF is $994m & debt as of last Q is $11.4b $WLK looks like the most interesting of the US chems to me conservatively run given founding family still owns most of it trades at 1x invested capital building products biz underappreciated"
X Link 2025-11-24T22:36Z 1226 followers, XXX engagements
"@sigmazerocap Whats an example of a contra-pod idea today $WLK springs to mind maybe $STM too in semis"
X Link 2025-11-30T14:33Z 1226 followers, XXX engagements
"interesting situ in x-border payments $WU is way down because of cos like $RELY $RELY is way down because of stablecoins $CRCL is down because well crypto's blown up duh I have no idea which X (or X or 3) co wins here LT but just buying all X seems you're gonna win somehow"
X Link 2025-11-19T19:09Z 1229 followers, 2221 engagements
"$gfs gonna keep on ripping if they force all the analog/legacy shorts to cover on potential cycle bottom (see $MCHP) and the SiPh deal + pivot earnings substantially understating FCF during this period of CapEx digestion too"
X Link 2025-12-09T12:53Z 1229 followers, XXX engagements
"$AZO & $ADP are on the same NTM P/E right now one ($ADP) is growing LTM EBIT +7% Y/Y one ($AZO) has LTM EBIT declining -X% Y/Y doesn't seem like a sustainable multiple-parity"
X Link 2025-12-09T17:01Z 1229 followers, XXX engagements
"@taobanker if you look at their food GMs theyre basically the same as pre COVID theyve not actually lowered food (or retail) quality on that metric"
X Link 2025-12-10T11:47Z 1229 followers, XX engagements