# ![@Ultradeep3 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1234642496308662274.png) @Ultradeep3 Ultradeep

Ultradeep posts on X about $rig, $ne, $val, $oih the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1234642496308662274/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1234642496308662274/c:line/m:interactions.svg)

- [--] Week [------] +220%
- [--] Month [------] +249%
- [--] Months [-------] -36%
- [--] Year [-------] -9%

### Mentions: [--] [#](/creator/twitter::1234642496308662274/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1234642496308662274/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] -16%
- [--] Months [---] +16%
- [--] Year [---] +25%

### Followers: [-----] [#](/creator/twitter::1234642496308662274/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1234642496308662274/c:line/m:followers.svg)

- [--] Week [-----] +0.42%
- [--] Month [-----] +1%
- [--] Months [-----] +3.60%
- [--] Year [-----] +11%

### CreatorRank: [---------] [#](/creator/twitter::1234642496308662274/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1234642496308662274/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  39.22% [stocks](/list/stocks)  17.65% [finance](/list/finance)  12.75% [countries](/list/countries)  5.88% [technology brands](/list/technology-brands)  3.92% [social networks](/list/social-networks)  1.96%

**Social topic influence**
[$rig](/topic/$rig) #47, [$ne](/topic/$ne) #646, [$val](/topic/$val) #31, [$oih](/topic/$oih) 26.47%, [$sdrl](/topic/$sdrl) 13.73%, [$slb](/topic/$slb) 5.88%, [$xle](/topic/$xle) 5.88%, [slb](/topic/slb) 4.9%, [$xop](/topic/$xop) 4.9%, [$borr](/topic/$borr) 3.92%

**Top accounts mentioned or mentioned by**
[@drvaluetrap](/creator/undefined) [@foamontherunway](/creator/undefined) [@nstepmum](/creator/undefined) [@icbarrett](/creator/undefined) [@tommydeepwater](/creator/undefined) [@ragingventures](/creator/undefined) [@marlincapital](/creator/undefined) [@btico19](/creator/undefined) [@dividendtalks](/creator/undefined) [@eastcap](/creator/undefined) [@capitalspanc](/creator/undefined) [@nickz34](/creator/undefined) [@duplicationcube](/creator/undefined) [@mugsluck](/creator/undefined) [@thelonghappy](/creator/undefined) [@philhk](/creator/undefined) [@joshyoung](/creator/undefined) [@mg10012](/creator/undefined) [@contrarian8888](/creator/undefined) [@thebrumby](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Noble Corporation (NE)](/topic/$ne) [Validity (VAL)](/topic/$val) [Seadrill Limited (SDRL)](/topic/$sdrl) [Schlumberger NV (SLB)](/topic/$slb) [Borr Drilling Limited (BORR)](/topic/$borr) [Oxygen (OXY)](/topic/$oxy) [TechnipFMC (FTI)](/topic/$fti) [Peabody Energy Corporation (BTU)](/topic/$btu) [Nov Inc (NOV)](/topic/$nov) [BHP Group Limited (BHP)](/topic/$bhp) [Sea Limited (SE)](/topic/$se) [Alibaba Group (BABA)](/topic/$baba)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Should have just bought $FTI and taken a very long nap"  
[X Link](https://x.com/Ultradeep3/status/2008338599365013578)  2026-01-06T00:43Z [----] followers, [----] engagements


"I like to think this was the genesis of the acquisition $RIG $VAL Me after seeing $VAL locking up a floater for up to [--] years starting [----] @ $375k Me after seeing $VAL locking up a floater for up to [--] years starting [----] @ $375k"  
[X Link](https://x.com/Ultradeep3/status/2020992822929916290)  2026-02-09T22:46Z [----] followers, [----] engagements


"Bullish $NOV call appears to have been lost to AI/crypto $OIH $RIG $NE $VAL"  
[X Link](https://x.com/Ultradeep3/status/2019664426681659543)  2026-02-06T06:48Z [----] followers, [----] engagements


"@DrValueTrap @RagingVentures Nope. All of the remaining players have now deleveraged (3 through Chap [--] - $NE $SDRL $DO - and [--] through M&A - $RIG)"  
[X Link](https://x.com/Ultradeep3/status/2021039251568328922)  2026-02-10T01:51Z [----] followers, [---] engagements


"Normally I would comment but I dont want to offend the Borrites $BORR"  
[X Link](https://x.com/Ultradeep3/status/1998542293490663560)  2025-12-09T23:56Z [----] followers, 10K engagements


"Once again I will not comment on $BORR We're halfway there. Part two of our second [--] Days of Christmas feature with $WDS in Timor and $NE and $BORR jackup deal. Naga3 was also sold. Oil is back above $60 today we will look at the Dark Fleet next week with a Scooby Doo slant. Intrigued https://t.co/QtYtazgPou We're halfway there. Part two of our second [--] Days of Christmas feature with $WDS in Timor and $NE and $BORR jackup deal. Naga3 was also sold. Oil is back above $60 today we will look at the Dark Fleet next week with a Scooby Doo slant. Intrigued https://t.co/QtYtazgPou"  
[X Link](https://x.com/Ultradeep3/status/2001261259124306309)  2025-12-17T12:00Z [----] followers, [----] engagements


"Deep Value Driller AS extension of Bareboat Charter and Drillship Purchase Option agreement with Saipem https://newsweb.oslobors.no/message/662868 https://newsweb.oslobors.no/message/662868"  
[X Link](https://x.com/Ultradeep3/status/2005561898759237885)  2025-12-29T08:49Z [----] followers, [----] engagements


"Me: I wonder why all these contract awards went to $NE . $RIG management:"  
[X Link](https://x.com/Ultradeep3/status/2015972942824538335)  2026-01-27T02:19Z [----] followers, [----] engagements


"@Marlin_Capital @Btico19 You love to see it"  
[X Link](https://x.com/Ultradeep3/status/2019354564294766765)  2026-02-05T10:17Z [----] followers, [---] engagements


"@FoamOnTheRunway Downgrade to sell on valuation (LOL)"  
[X Link](https://x.com/Ultradeep3/status/2021352827424210994)  2026-02-10T22:37Z [----] followers, [----] engagements


"@DividendTalks @east_cap revealed a position in META lol"  
[X Link](https://x.com/Ultradeep3/status/2021730548943851886)  2026-02-11T23:38Z [----] followers, [---] engagements


"$RIG prelim proxy: letter to shareholdooors"  
[X Link](https://x.com/anyuser/status/1634360384693112833)  2023-03-11T01:07Z [----] followers, 24.1K engagements


"Wen cold-stacked rig bailout We need to protect all stakeholders from the harsh forces of systemic economic risk $OIH $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1635074934216208386)  2023-03-13T00:26Z [----] followers, 14.5K engagements


"#offshore weekend film study $RIG $ODL.OL $SDRL $NE https://vimeo.com/803447107/1b2c5dad1f https://vimeo.com/803447107/1b2c5dad1f"  
[X Link](https://x.com/anyuser/status/1642203118904418304)  2023-04-01T16:31Z [----] followers, 19K engagements


"Imagine not being long the equity of the OSD with the highest balance sheet leverage and most uncontracted rigs in the early/mid innings of an energy supercycle where the Central Bank of Oil is managing supply to encourage investment in long-cycle projects $OIH $RIG"  
[X Link](https://x.com/anyuser/status/1642629270806622210)  2023-04-02T20:45Z [----] followers, 20.7K engagements


"Offshore update: #TrustTheProcess $OIH $SLB $RIG $NE $VAL $SDRL 1/4"  
[X Link](https://x.com/anyuser/status/1655498744769687552)  2023-05-08T09:03Z [----] followers, 38.7K engagements


"If you are a long-cycle investor and are disappointed with the OPEC (Saudi) announcement and (Sunday night) oil futures price action you are probably not a long-cycle investor $XLE $OIH $SLB $RIG"  
[X Link](https://x.com/anyuser/status/1665505930492903424)  2023-06-04T23:48Z [----] followers, [----] engagements


"Its already fixed $RIG - Transocean Can Fix Its Balance Sheet But Journey Won't Be Easy. https://t.co/T4fr61GsjN #stocks #markets #business $RIG - Transocean Can Fix Its Balance Sheet But Journey Won't Be Easy. https://t.co/T4fr61GsjN #stocks #markets #business"  
[X Link](https://x.com/anyuser/status/1669498650911981571)  2023-06-16T00:14Z [----] followers, 12.6K engagements


"$OIH $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1675780084328955904)  2023-07-03T08:14Z [----] followers, 33.6K engagements


"$RIG 480k clean DR w/semi-annual cost adjustment"  
[X Link](https://x.com/anyuser/status/1681258906859995137)  2023-07-18T11:05Z [----] followers, 35.9K engagements


"Not that it matters but expect $RIG 2Q EBITDA low $200mm area (flattish to 1Q) despite 10% sequential revenue increase due to increased O&M expenses related to KG2/Orion contracts. Earnings Monday post close. Call Tues AM"  
[X Link](https://x.com/anyuser/status/1685474037617864705)  2023-07-30T02:14Z [----] followers, 46.4K engagements


"What if there are no newbuilds #offshore $OIH $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1686674364044075009)  2023-08-02T09:44Z [----] followers, 16.5K engagements


"Literally anything from Ray Dalio"  
[X Link](https://x.com/anyuser/status/1707632558153073088)  2023-09-29T05:45Z [----] followers, 11K engagements


"Unsurprisingly $VAL will be responsible for a likely mid-cycle correction $OIH $RIG $NE"  
[X Link](https://x.com/anyuser/status/1715278374686597447)  2023-10-20T08:06Z [----] followers, 51.7K engagements


"Pure play gloater bois preparing for the core of the cycle $RIG"  
[X Link](https://x.com/anyuser/status/1768766545994657853)  2024-03-15T22:29Z [----] followers, 17.4K engagements


"Required reading $OIH $RIG $VAL $NE"  
[X Link](https://x.com/anyuser/status/1772456930683789357)  2024-03-26T02:53Z [----] followers, 19K engagements


"How it started.going ($504k DR) $RIG"  
[X Link](https://x.com/anyuser/status/1774971735844266255)  2024-04-02T01:26Z [----] followers, 11.7K engagements


"Contingently you are here with the newbuild order book at zero $RIG $NE $VAL $SDRL"  
[X Link](https://x.com/anyuser/status/1816248097296830506)  2024-07-24T23:04Z [----] followers, 20.8K engagements


"I dont know when things will turn but there will be signs along the way $RIG $NE $VAL $SDRL"  
[X Link](https://x.com/anyuser/status/1826698852008951812)  2024-08-22T19:11Z [----] followers, 12K engagements


"I am just going to leave this here $RIG"  
[X Link](https://x.com/anyuser/status/1831247968781115797)  2024-09-04T08:28Z [----] followers, 16.2K engagements


"IDK with the equity back at C11 exit levels just maybe there is some value in offshore $NE $RIG $VAL"  
[X Link](https://x.com/anyuser/status/1869666257030787237)  2024-12-19T08:49Z [----] followers, 10.9K engagements


"The 6G era is dead (ex higher spec Brazil assets/niche markets) and you were lead to believe that $RIG was selling the Inspiration & DDIII due to a problematic balance sheet. $NE $VAL"  
[X Link](https://x.com/anyuser/status/1872472469510230120)  2024-12-27T02:40Z [----] followers, 26.2K engagements


"Be careful out there and do your own diligence. No position no recommendation. $RIG $NE $VAL $SDRL"  
[X Link](https://x.com/anyuser/status/1873890715371266244)  2024-12-31T00:35Z [----] followers, 24.9K engagements


"I support this message $RIG $NE $SDRL $VAL The 6G era is dead (ex higher spec Brazil assets/niche markets) and you were lead to believe that $RIG was selling the Inspiration & DDIII due to a problematic balance sheet. $NE $VAL https://t.co/rf7t0lZoT1 The 6G era is dead (ex higher spec Brazil assets/niche markets) and you were lead to believe that $RIG was selling the Inspiration & DDIII due to a problematic balance sheet. $NE $VAL https://t.co/rf7t0lZoT1"  
[X Link](https://x.com/anyuser/status/1886699339516666340)  2025-02-04T08:52Z [----] followers, 19.8K engagements


"Real $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1919771488682446902)  2025-05-06T15:09Z [----] followers, 53.4K engagements


"Let the hate flow through you $RIG $NE $VAL $BORR"  
[X Link](https://x.com/anyuser/status/1927173736127455253)  2025-05-27T01:23Z [----] followers, 18.5K engagements


"Too early $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1932363278656888895)  2025-06-10T09:04Z [----] followers, 34.8K engagements


"TPAO taking out another speculative degen rig owner $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1940327345132634424)  2025-07-02T08:31Z [----] followers, 20.1K engagements


"Does this break the thesis $SLB $OIH $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1946349197390967175)  2025-07-18T23:19Z [----] followers, 20.6K engagements


"$OIH $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1953398237181677944)  2025-08-07T10:10Z [----] followers, 14.8K engagements


"@NStepmum Deleveraging a cleaner catalyst than cheapness in any case"  
[X Link](https://x.com/Ultradeep3/status/1958799644588482778)  2025-08-22T07:53Z [----] followers, [---] engagements


"@CapitalSpanc http://2007.hk http://2007.hk"  
[X Link](https://x.com/Ultradeep3/status/1611227799519625216)  2023-01-06T05:06Z [----] followers, [---] engagements


"@ICBarrett @nickz34 @FoamOnTheRunway @duplicationcube"  
[X Link](https://x.com/Ultradeep3/status/1754625921993302243)  2024-02-05T21:59Z [----] followers, 28.5K engagements


"Decent long-form OSD consolidation think piece @MugsLuck with a cameo tweet appearance $RIG $NE $VAL $SDRL https://www.offshore-energy.biz/noble-diamond-offshore-merger-process-is-off-to-a-good-start-will-it-prompt-further-rig-market-consolidation-moves/ https://www.offshore-energy.biz/noble-diamond-offshore-merger-process-is-off-to-a-good-start-will-it-prompt-further-rig-market-consolidation-moves/"  
[X Link](https://x.com/Ultradeep3/status/1816768554433413201)  2024-07-26T09:32Z [----] followers, 17.8K engagements


"$XLE $XOP $OIH"  
[X Link](https://x.com/Ultradeep3/status/1968235266298245254)  2025-09-17T08:47Z [----] followers, [----] engagements


"Interesting offshore research piece out on the collapse of exploration drilling (down 75% from peak) vs a slow structural increase (2% cagr) in dev drilling. Lack of exploration discoveries likely unsustainable v production target lvls (eg [--] RRR 27%) $OIH $RIG $NE $VAL"  
[X Link](https://x.com/Ultradeep3/status/1968997481355546655)  2025-09-19T11:15Z [----] followers, [----] engagements


"$OIH $XOP $XLE"  
[X Link](https://x.com/Ultradeep3/status/1978382106955821173)  2025-10-15T08:47Z [----] followers, [----] engagements


"$SLB $OIH $RIG $NE First and foremost I think deepwater remains easy to stay and easy to grow as a market. It has several economics. And it is seen as a place to invest to unlock new resource. You see its not only development FID its also exploration"  
[X Link](https://x.com/Ultradeep3/status/1979358866203906121)  2025-10-18T01:28Z [----] followers, [----] engagements


"New Goehring & Rozencwajg (recommended for cavemen investors only) $XOP $XLE $OIH"  
[X Link](https://x.com/Ultradeep3/status/1993524251610255506)  2025-11-26T03:36Z [----] followers, [----] engagements


"Adam Rozencwajg on oil $XLE $XOP $OIH"  
[X Link](https://x.com/Ultradeep3/status/1997152678582145387)  2025-12-06T03:54Z [----] followers, [----] engagements


"@TheLongHappy @phil_hk Do not listen to anything from Dalio TYIA"  
[X Link](https://x.com/Ultradeep3/status/2017179442133844393)  2026-01-30T10:13Z [----] followers, [---] engagements


"Guysthe bottom was when Calvin DMed you telling you to GFY. The top was when Calvin told you to do the work on some shitco metal bullshit"  
[X Link](https://x.com/Ultradeep3/status/2017188058245042572)  2026-01-30T10:48Z [----] followers, 11.4K engagements


"Get woke It now appears that the world has yet to even meet the peak of demand for the least environmentally friendly fuel of all coal. #CoalTwitter https://www.forbes.com/sites/davidblackmon/2021/08/02/forget-about-peak-oilwe-havent-even-reached-peak-coal-yet/ https://www.forbes.com/sites/davidblackmon/2021/08/02/forget-about-peak-oilwe-havent-even-reached-peak-coal-yet/"  
[X Link](https://x.com/anyuser/status/1422847713373134851)  2021-08-04T09:11Z [----] followers, [---] engagements


"$RIG 3Q solid earnings beat (reported/guidance) Adj contract rev: 683/670 Opex: 398/427 G&A: 40/40 Implied adj EBITDA: 245/203 Earnings call color drives the stock but I see a lot MISSED commentary out there so a clarification in order"  
[X Link](https://x.com/anyuser/status/1455311343616094209)  2021-11-01T23:10Z [----] followers, [--] engagements


"$OIH $RIG $NE $VAL Just a minor 5x increase in the $RIG price target 🤡"  
[X Link](https://x.com/anyuser/status/1506646049796288513)  2022-03-23T14:56Z [----] followers, [---] engagements


"Definitely appears as though there will be no use for $RIG HE semi-subs in the UK if there is no immediate demand in Norway. Seems like @joshyoung was right. Stack them all & pre-emptively for Chap 11"  
[X Link](https://x.com/anyuser/status/1587366762043310080)  2022-11-01T08:51Z [----] followers, [---] engagements


"$RIG - scenes from prior upcycles: In [--] of our [--] major markets utilization rates now stand at 100% for rigs we actively market. These areas cover Brazil which is featured in this edition of Offshore Frontiers Southeast Asia Norway and the U.S. GOM. https://www.deepwater.com/Documents/Frontiers%20Magazine/Frontiers_Aug_2000.pdf https://www.deepwater.com/Documents/Frontiers%20Magazine/Frontiers_Aug_2000.pdf"  
[X Link](https://x.com/anyuser/status/1589763049355083777)  2022-11-07T23:33Z [----] followers, [---] engagements


"@mg10012 @contrarian8888 $RIG equity is largely the same trade as $OXY @ $10 or $BTU in low single digits with the key difference being that the company operates under long-term high-margin contracts such that cash flow is not entirely dependent on a commodity price level but influenced by it"  
[X Link](https://x.com/anyuser/status/1594831527967625216)  2022-11-21T23:14Z [----] followers, [---] engagements


"#offshore deepwater drilling - look back at the previous cycle peak/near peak (late 2013) $OIH $RIG $NE $VAL $SDRL 1/10"  
[X Link](https://x.com/anyuser/status/1615253781226348545)  2023-01-17T07:44Z [----] followers, 76.5K engagements


"Strap in & enjoy the ride #offshore $OIH $SLB $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1619987588718415875)  2023-01-30T09:15Z [----] followers, 42.5K engagements


"It does appear as though this long-cycle train is about to be derailed #offshore $FTI $OIH $SLB $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1628924696698945536)  2023-02-24T01:08Z [----] followers, 50.4K engagements


"$OIH $RIG $NE $VAL $SDRL"  
[X Link](https://x.com/anyuser/status/1633027759848198145)  2023-03-07T08:52Z [----] followers, 16.2K engagements


"$RIG Do not believe this Inspiration contract has been announced yet (if accurate). The multiple idle rigs bear case looking thin"  
[X Link](https://x.com/anyuser/status/1662728814684962816)  2023-05-28T07:53Z [----] followers, 18.8K engagements


"$RIG 2Q EBITDA beat ($237mm v low $200mm est) on higher rev eff (97.2% v 96.5% guide) partially offset by opex (new contracts). Contract drilling rev up 12% sequentially (annualized runrate $2.9bn). We are just getting started. Dont be the why is the stock down in AH guy Not that it matters but expect $RIG 2Q EBITDA low $200mm area (flattish to 1Q) despite 10% sequential revenue increase due to increased O&M expenses related to KG2/Orion contracts. Earnings Monday post close. Call Tues AM. Not that it matters but expect $RIG 2Q EBITDA low $200mm area (flattish to 1Q) despite 10% sequential"  
[X Link](https://x.com/anyuser/status/1686154237527670785)  2023-07-31T23:17Z [----] followers, 52.8K engagements


"$500k+ dayrate for Hercules (HE rig owned by SFL but managed by Odfjell Drilling) $SDRL $ODL.OL $RIG"  
[X Link](https://x.com/anyuser/status/1691389864053444609)  2023-08-15T10:02Z [----] followers, 19.6K engagements


"$OIH $RIG $NE $VAL $BORR Marketed utilisation of 6th-8th generation assets is already at 97%. We also expect to see further long-term deals secured for semisubs especially within the 6th-generation HE segment where marketed utilisation is now at 100% https://www.westwoodenergy.com/news/westwood-insight/westwood-insight-operators-offering-15-year-rig-deals-as-availability-dries-up https://www.westwoodenergy.com/news/westwood-insight/westwood-insight-operators-offering-15-year-rig-deals-as-availability-dries-up"  
[X Link](https://x.com/anyuser/status/1717084443515801927)  2023-10-25T07:43Z [----] followers, 10.2K engagements


"$RIG fresh deck out including [----] liquidity bridge. Unfortunately for the narrow pathers It does appear as though the enterprise survives for at least another year and shockingly I detect a hint of free cash flow"  
[X Link](https://x.com/anyuser/status/1730073813566853381)  2023-11-30T03:58Z [----] followers, 29.6K engagements


"New steel value meme just dropped $OIH $SDRL $VAL $RIG $NE"  
[X Link](https://x.com/anyuser/status/1745234904647123378)  2024-01-11T00:03Z [----] followers, 15.9K engagements


"$OIH $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1752872065785594316)  2024-02-01T01:50Z [----] followers, 19.1K engagements


"$OXY back on the chain gang"  
[X Link](https://x.com/anyuser/status/1869936900448088498)  2024-12-20T02:44Z [----] followers, 20.9K engagements


"Stand down $OIH $RIG $NE $VAL $SDRL"  
[X Link](https://x.com/anyuser/status/1902630150132633770)  2025-03-20T07:55Z [----] followers, 14.2K engagements


"🚨 $BTU preferred bidder for $BHP coal assets: The Australian"  
[X Link](https://x.com/Ultradeep3/status/1424635178111016960)  2021-08-09T07:34Z [----] followers, [--] engagements


"@the_brumby @contrarian4data The videos on Twitter of people in China literally collapsing on the street spawned a thousand lockdowns. Look at those same videos now (most have been purged) and they are comical"  
[X Link](https://x.com/Ultradeep3/status/1435769848215138307)  2021-09-09T00:59Z [----] followers, [---] engagements


"@Fritz844 Large-cap developers within the redlines also attractive. Price cuts likely to stimulate demand - developer cash flows improve - supply tightens - prices stabilize. Doubt this time will be different"  
[X Link](https://x.com/Ultradeep3/status/1440553410726547464)  2021-09-22T05:47Z [----] followers, [--] engagements


"@LowAlphaHighVol Long $SE $BABA $PDD $BIBI / Short http://1088.HK http://1088.HK"  
[X Link](https://x.com/Ultradeep3/status/1498456798734749697)  2022-03-01T00:35Z [----] followers, [--] engagements


"@Jaredtnelson @austinramzy Highly unlikely to die from omicron but you might from starvationzero covidian hierarchy of priorities"  
[X Link](https://x.com/Ultradeep3/status/1510450958760697859)  2022-04-03T02:55Z [----] followers, [---] engagements


"Anyone else remember #CoalTwitter $TGA"  
[X Link](https://x.com/Ultradeep3/status/1543443241349001216)  2022-07-03T03:55Z [----] followers, [---] engagements


"$RIG kept this exclusive partnership agreement on the down low https://www.offshore-mag.com/rigs-vessels/article/14284822/wintershall-dea-omv-take-transocean-rig-for-multiple-wells https://www.offshore-mag.com/rigs-vessels/article/14284822/wintershall-dea-omv-take-transocean-rig-for-multiple-wells"  
[X Link](https://x.com/Ultradeep3/status/1585558861926522880)  2022-10-27T09:07Z [----] followers, [---] engagements


"$RIG actual earnings vs consensus estimates getting started"  
[X Link](https://x.com/Ultradeep3/status/1588100554466947072)  2022-11-03T09:27Z [----] followers, [--] engagements


"When (not if) $RIG trades up to $15 I will be acquiring these sick threads on ebay to celebrate https://www.shell.com/about-us/major-projects/cardamom/auger-from-deep-water-pioneer-to-new-energy-giant.html https://www.shell.com/about-us/major-projects/cardamom/auger-from-deep-water-pioneer-to-new-energy-giant.html"  
[X Link](https://x.com/Ultradeep3/status/1588455515516198912)  2022-11-04T08:58Z [----] followers, [--] engagements


"HE rig outlook 🔥 $RIG $ODL $SDRL $DO"  
[X Link](https://x.com/anyuser/status/1592085927253667840)  2022-11-14T09:23Z [----] followers, [---] engagements


"$VAL DS-12 dayrate fixture: $425k including mobilization w/BP in Egypt (320d contract duration)"  
[X Link](https://x.com/Ultradeep3/status/1594968916731625472)  2022-11-22T08:19Z [----] followers, [---] engagements


"$500k+ 7G dayrates 🔜 $RIG $NE $VAL"  
[X Link](https://x.com/Ultradeep3/status/1595342984652148736)  2022-11-23T09:06Z [----] followers, [---] engagements


"Offshore holiday weekend reading 🦃 $RIG $NE $VAL"  
[X Link](https://x.com/Ultradeep3/status/1596386325099581440)  2022-11-26T06:12Z [----] followers, [---] engagements


"Struggling to get bearish with all this good news #EFT $XLE $XOP"  
[X Link](https://x.com/Ultradeep3/status/1597196028998209536)  2022-11-28T11:49Z [----] followers, [---] engagements


"$RIG bunch of new contracts/disclosed options exercised. $488mm added to backlog https://www.deepwater.com/news/detailID=27341 https://www.deepwater.com/news/detailID=27341"  
[X Link](https://x.com/anyuser/status/1610813343107014656)  2023-01-05T01:40Z [----] followers, 25K engagements


"$RIG all that matters from the call"  
[X Link](https://x.com/Ultradeep3/status/1628541159143534592)  2023-02-22T23:44Z [----] followers, 41K engagements


"@MadThunderdome http://2330.tw http://2330.tw"  
[X Link](https://x.com/Ultradeep3/status/1636356321921433601)  2023-03-16T13:18Z [----] followers, [----] engagements


"Perhaps the $1mm dayrate is not so ludicrous $RIG $NE $OIH"  
[X Link](https://x.com/anyuser/status/1697603924222734368)  2023-09-01T13:34Z [----] followers, 16.9K engagements


"$NE $RIG $VAL"  
[X Link](https://x.com/anyuser/status/1719886362487476690)  2023-11-02T01:17Z [----] followers, 15.6K engagements


"Whats happening here $RIG"  
[X Link](https://x.com/Ultradeep3/status/1820460694015500543)  2024-08-05T14:03Z [----] followers, 34.8K engagements


"Adding things up (horizon kinetics)"  
[X Link](https://x.com/Ultradeep3/status/1890350399787319355)  2025-02-14T10:40Z [----] followers, [----] engagements

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