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# ![@SJOldValueGuy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1347896929410232323.png) @SJOldValueGuy WAVEguy 🌊 🏄

WAVEguy 🌊 🏄 posts on X about $vz, $tmus, $t, over the the most. They currently have XXXXX followers and 1285 posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1347896929410232323/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347896929410232323/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +86%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1347896929410232323/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347896929410232323/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +19%
- X Months XXX -XX%
- X Year XXX +8.30%

### Followers: XXXXX [#](/creator/twitter::1347896929410232323/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347896929410232323/c:line/m:followers.svg)

- X Week XXXXX -XXXX%
- X Month XXXXX -XXXX%
- X Months XXXXX +4.30%
- X Year XXXXX +1.70%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1347896929410232323/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347896929410232323/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1347896929410232323/influence)
---

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$vz](/topic/$vz) #51, [$tmus](/topic/$tmus) #96, [$t](/topic/$t) #103, [over the](/topic/over-the), [$jxn](/topic/$jxn), [$lnc](/topic/$lnc), [events](/topic/events), [listing](/topic/listing), [eps](/topic/eps), [automation](/topic/automation)

**Top assets mentioned**
[Verizon Communications Inc. (VZ)](/topic/$vz) [T-Mobile (TMUS)](/topic/$tmus) [AT&T Inc. (T)](/topic/$t) [Jackson Financial Inc. (JXN)](/topic/$jxn) [Lincoln National Corporation (LNC)](/topic/$lnc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [FedEx Corporation (FDX)](/topic/$fdx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Energy Transfer, LP. (ET)](/topic/$et) [Plains All American Pipeline, LP. (PAA)](/topic/$paa) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Republic Services, Inc. (RSG)](/topic/$rsg) [Copiosa Coin (COP2)](/topic/$cop)
### Top Social Posts [#](/creator/twitter::1347896929410232323/posts)
---
Top posts by engagements in the last XX hours

"$JXN $LNC have been added to my watchlist. 👀 I think they have e a couple favorable events coming together over the next 1-3 years. However Short term headwinds could drive more vol. .will look for entry on any additional vol. events this year"  
[X Link](https://x.com/SJOldValueGuy/status/1916883269469036966) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-04-28T15:52Z 2381 followers, XXX engagements


"I just think we are beginning to see the incremental improvement being small vs the astronomical cost. The curve is not linear. S or log. ChatGPT X to X for example. We saw the exact same thing play out in self driving car meme. As Karapthy points out I am more interested in the booster augmented human guiding the automation than the agenic AI agent meme which is a decade+ away. And provides slop today. I.e sorta 👌🏻 70-90%. The hyper scalers dont know where any of this is headed they only know that if they dont invest they could be disrupted and recall being the disruptor. Is there some"  
[X Link](https://x.com/SJOldValueGuy/status/1979951041572716696) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-19T16:41Z 2381 followers, XX engagements


"@OpenAI Now you have created a product that can win 🏆 in terms of actual revenue. 👀 $Goog"  
[X Link](https://x.com/SJOldValueGuy/status/1980762763677863978) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-21T22:26Z 2384 followers, XXX engagements


"@palanTITTYbull1 @jam_croissant His last public comment was August as another 🪟 going to need some sort of policy error like a global trade war 😵💫 🔄 spin up. I am not convinced yields spike to 5.5-6%. His 💡 was a policy mix that takes rates to 6%. Driving the final crush to 4000s"  
[X Link](https://x.com/SJOldValueGuy/status/1939446318730186920) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-06-29T22:10Z 2381 followers, XXX engagements


"I 🤔 think its noteworthy that $FDX $UPS clearly were BOTH disrupted over the last X years by $AMZN. Yet from a shareholder perspective UPS has been 💩 and FedEX has sorta held on. . Important lesson for other markets if you are being disrupted 🧘 focus on the right customer mix that you want to defend. Not interested in owning either"  
[X Link](https://x.com/SJOldValueGuy/status/1979923733759324663) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-19T14:52Z 2381 followers, XXX engagements


"Could you buy a carrier more spectrum . Elon Not out of the question I suppose that could happen. $VZ keeps trading soft He would go for Verizon if anything. EM may very well be able to buy a large $VZ position or an insane 🤪 Space X $VZ merger mega x Twitter XXX deal. He has the connections in DC. $VZ $T $TMUS EM hesitates a little here bc he recognizes physics 🛰 require a blended solution with terrestrial networks to work in urban"  
[X Link](https://x.com/SJOldValueGuy/status/1980939365996994862) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T10:08Z 2384 followers, XXX engagements


"@Loonggamma Elon just said he would consider buying a carrier. $VZ is the cheapest one"  
[X Link](https://x.com/SJOldValueGuy/status/1980939980576075998) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T10:11Z 2384 followers, XXX engagements


"@LongOnlyLarry @facepalm195 I think its the uncertainty around Verizon seasonal weakness and fear of heightened competition in fiber/5g+. Long term I think they ultimately continue to find an Oligopoly equilibrium. $T $VZ $TMUS with pricing and bundling staying rational"  
[X Link](https://x.com/SJOldValueGuy/status/1980995568832020611) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T13:52Z 2384 followers, XXX engagements


"@DividendFIREE $ET $PAA $WES $EPD Pipelines starting to come unglued. Oil headed to a long stretch of contango $XLE. Some sort of XX lite. rates may help pipelines some though"  
[X Link](https://x.com/SJOldValueGuy/status/1973801169391927356) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-02T17:24Z 2382 followers, XXX engagements


"@Benzinga Ended up being timely $RSG"  
[X Link](https://x.com/SJOldValueGuy/status/1977862067169214488) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-13T22:20Z 2382 followers, XX engagements


"@BowTiedFeline If that plays out and oil tanks back to $30-$50 . Its a major buying opportunity. Supply in U.S. will collapse but with a lag. $COP patience"  
[X Link](https://x.com/SJOldValueGuy/status/1980296854551265646) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-20T15:35Z 2381 followers, XXX engagements


"I think this call buyers trade will probably works short term. $TMUS has pulled back enough . Meanwhile The backdrop remains a favorable interest rates into next year with oil tame and a safety rotation that could fire up at any time. $XLP:SPY But medium term the biggest issue for the mobile 📱 carrier space . $TMUS is overvalued by multiple and keeps bottom fishing 🎣 on Adds by discounting to the cheapest $30-$35 value plans on mobile and FWA. .That approach often drives chop when expectations are not met. Market has to deal with the population headwinds 2026-2028. At some point it will be"  
[X Link](https://x.com/SJOldValueGuy/status/1980984638056087662) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T13:08Z 2384 followers, XXX engagements


"@facepalm195 @LongOnlyLarry $T $TMUs $VZ never sexy. Every other year. You are glad 😌 you bought them in dips. when we your defensive rotation inevitably plays out again As it has done for decades"  
[X Link](https://x.com/SJOldValueGuy/status/1980997689316954255) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T14:00Z 2383 followers, XXX engagements


"He is going to have to buy a carrier. $VZ cheapest one. $T $TMUS more expensive. or Partner. $TMUS has zero reason to agree to a buyout. Technically possible with $VZ very difficult. His current solution can work in rural areas providing better access including echostar spectrum. BUT Urban and suburban requires a layered approach across multiple frequencies low mid and high. Terrestrial spacing is 0.1-2km for the big three carriers. Space X LEO satellites are 340km up 🛰 . Signal will not work well inside even light residential buildings unless you just want to text and call. 📱 theyll end up"  
[X Link](https://x.com/SJOldValueGuy/status/1981056227942572316) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T17:53Z 2383 followers, XX engagements