# ![@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 [-----] -62%
- [--] Month [------] +257%
- [--] Months [-------] -36%
- [--] Year [-------] -9.20%

### 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 [--] -8.30%
- [--] Month [--] -18%
- [--] Months [---] +15%
- [--] Year [---] +24%

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

- [--] Week [-----] +0.41%
- [--] Month [-----] +1%
- [--] Months [-----] +3.50%
- [--] 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)  40.59% [stocks](/list/stocks)  16.83% [finance](/list/finance)  12.87% [technology brands](/list/technology-brands)  3.96% [countries](/list/countries)  2.97% [social networks](/list/social-networks)  1.98% [nfl](/list/nfl)  0.99%

**Social topic influence**
[$rig](/topic/$rig) #91, [$ne](/topic/$ne) #750, [$val](/topic/$val) #40, [$oih](/topic/$oih) #20, [$sdrl](/topic/$sdrl) 13.86%, [$xle](/topic/$xle) 5.94%, [$slb](/topic/$slb) 5.94%, [$do](/topic/$do) 4.95%, [$xop](/topic/$xop) 4.95%, [$borr](/topic/$borr) 3.96%

**Top accounts mentioned or mentioned by**
[@foamontherunway](/creator/undefined) [@tommydeepwater](/creator/undefined) [@drvaluetrap](/creator/undefined) [@mugsluck](/creator/undefined) [@icbarrett](/creator/undefined) [@nstepmum](/creator/undefined) [@ragingventures](/creator/undefined) [@dividendtalks](/creator/undefined) [@eastcap](/creator/undefined) [@thebrumby](/creator/undefined) [@contrarian4data](/creator/undefined) [@fritz844](/creator/undefined) [@lowalphahighvol](/creator/undefined) [@jaredtnelson](/creator/undefined) [@austinramzy](/creator/undefined) [@mg10012](/creator/undefined) [@contrarian8888](/creator/undefined) [@capitalspanc](/creator/undefined) [@madthunderdome](/creator/undefined) [@nickz34](/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) [Sea Limited (SE)](/topic/$se) [Alibaba Group (BABA)](/topic/$baba) [Tidewater, Inc. (TDW)](/topic/$tdw) [Million (MM)](/topic/$mm) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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


"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


"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


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


"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


"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


"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


"@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


"@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


"$BTU What Europe is so short of natural gas that the continent - usually seen as the poster child for the global fight against emissions - is turning to coal to meet electricity demand that is now back to pre-pandemic levels. https://www.businesstimes.com.sg/energy-commodities/gas-is-so-scarce-in-europe-that-coal-is-making-a-comeback https://www.businesstimes.com.sg/energy-commodities/gas-is-so-scarce-in-europe-that-coal-is-making-a-comeback"  
[X Link](https://x.com/anyuser/status/1404712188053393412)  2021-06-15T08:07Z [----] 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/anyuser/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


"Energy/commodity trade is so crowded that retail is not involved"  
[X Link](https://x.com/anyuser/status/1516936293959499777)  2022-04-21T00:26Z [----] followers, [---] engagements


"$OIH $RIG $VAL $NE $PGS [--] page chart book out today on global oil services. My top slide"  
[X Link](https://x.com/anyuser/status/1531546938327576576)  2022-05-31T08:03Z [----] followers, [---] engagements


"$RIG What a long strange trip its been"  
[X Link](https://x.com/anyuser/status/1555735362302910464)  2022-08-06T01:59Z [----] followers, [---] engagements


"#offshore $OIH $RIG $VAL $DO"  
[X Link](https://x.com/anyuser/status/1560550371940253696)  2022-08-19T08:52Z [----] followers, [---] engagements


"Pareto dropping a fresh 40pp banger $OIH $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1562713978559959046)  2022-08-25T08:10Z [----] followers, [---] engagements


"Extra drillinggoing to be hearing a lot more of this phrase $OIH $RIG $VAL $NE $SDRL"  
[X Link](https://x.com/anyuser/status/1579750563256078338)  2022-10-11T08:27Z [----] followers, [---] engagements


"IDK there seems to be a real #offshore cycle unfolding $OIH $RIG $VAL $NE $TDW"  
[X Link](https://x.com/anyuser/status/1579994974627581957)  2022-10-12T00:38Z [----] followers, [---] engagements


"#offshore driller valuations. Place your bets (mine were placed [--] years ago) $RIG $VAL $NE $DO $SDRL"  
[X Link](https://x.com/anyuser/status/1582669055819157504)  2022-10-19T09:44Z [----] followers, [---] engagements


"I like the dayrate trend line here #offshore $RIG $VAL $NE"  
[X Link](https://x.com/anyuser/status/1586271208194334720)  2022-10-29T08:18Z [----] followers, [---] engagements


"$VAL 3Q earnings thoughts $OIH $RIG $NE $DO $SDRL"  
[X Link](https://x.com/anyuser/status/1587754457152245760)  2022-11-02T10:32Z [----] followers, [---] engagements


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


"Key exchange from the $RIG earnings call Q&A"  
[X Link](https://x.com/anyuser/status/1588378279920427008)  2022-11-04T03:51Z [----] 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


"I am here for it $RIG $NE $VAL https://www.offshore-mag.com/rigs-vessels/article/14285564/report-offshore-drilling-market-has-entered-multiyear-upcycle https://www.offshore-mag.com/rigs-vessels/article/14285564/report-offshore-drilling-market-has-entered-multiyear-upcycle"  
[X Link](https://x.com/anyuser/status/1590982983934414848)  2022-11-11T08:21Z [----] followers, [---] engagements


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


"$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/anyuser/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/anyuser/status/1597196028998209536)  2022-11-28T11:49Z [----] followers, [---] engagements


"Sit back & enjoy the ride $OIH $RIG $NE $VAL $SLB https://arjunmurti.substack.com/p/where-are-we-in-the-energy-cycle https://arjunmurti.substack.com/p/where-are-we-in-the-energy-cycle"  
[X Link](https://x.com/anyuser/status/1599590896193806337)  2022-12-05T02:26Z [----] 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


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


"$OIH $RIG $NE $VAL Please do not @ me with comments about real vs nominal capital spending (I do not care)"  
[X Link](https://x.com/anyuser/status/1624007945334960128)  2023-02-10T11:30Z [----] followers, 21.4K engagements


"Good read $OIH $SDRL $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1624616191426973696)  2023-02-12T03:47Z [----] followers, 13K engagements


"Did not think I would need to do this again but I see a lot of missed earnings commentary $RIG 4Q reported v guidance ($mm) Rev efficiency: 98% /96.5% Adj contract rev: [---] / [---] Opex: [---] / [---] G&A: [--] / [--] Adjusted EBITDA: [---] / [---] $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 https://t.co/XPCCLfLrtP $RIG 3Q solid earnings beat (reported/guidance) Adj contract rev: 683/670 Opex: 398/427 G&A: 40/40"  
[X Link](https://x.com/anyuser/status/1628179798626566144)  2023-02-21T23:48Z [----] followers, 95.4K engagements


"$RIG all that matters from the call"  
[X Link](https://x.com/Ultradeep3/status/1628541159143534592)  2023-02-22T23:44Z [----] followers, 41K 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 $SLB $RIG $NE $VAL"  
[X Link](https://x.com/anyuser/status/1630118492417699841)  2023-02-27T08:11Z [----] followers, 28.1K engagements


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


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


"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


"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


"@MugsLuck Looking at the new combined 35% holders of $SDRL (Elliott Canyon Sculptor) something wicked comes this way. Recall that Canyon was heavily involved in the Ensco/Rowan merger and Elliott is Elliott"  
[X Link](https://x.com/Ultradeep3/status/1694515734528045160)  2023-08-24T01:03Z [----] 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


"$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


"@FoamOnTheRunway Problematic energy stocks"  
[X Link](https://x.com/Ultradeep3/status/1718042097897595175)  2023-10-27T23:08Z [----] followers, [----] engagements


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


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


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


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


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


"@lfg_cap https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos"  
[X Link](https://x.com/Ultradeep3/status/1877628485419626879)  2025-01-10T08:08Z [----] followers, [---] 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


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


"@HiddenValueGems 🫧 https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos"  
[X Link](https://x.com/Ultradeep3/status/1904458973723705783)  2025-03-25T09:02Z [----] followers, [---] engagements


"@PrefShares https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos https://www.acadian-asset.com/investment-insights/owenomics/tsmc-totally-stupid-market-chaos"  
[X Link](https://x.com/Ultradeep3/status/1911196961656705423)  2025-04-12T23:17Z [----] followers, [--] 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


"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


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


"Me after seeing $VAL locking up a floater for up to [--] years starting [----] @ $375k A pissed off #Bucs HC Todd Bowles dropped [--] F-bombs in his postgame presser when asked what hell tell his locker room after the 4th-quarter collapse. https://t.co/1RjCz455Nw A pissed off #Bucs HC Todd Bowles dropped [--] F-bombs in his postgame presser when asked what hell tell his locker room after the 4th-quarter collapse. https://t.co/1RjCz455Nw"  
[X Link](https://x.com/Ultradeep3/status/1999409892231381466)  2025-12-12T09:24Z [----] followers, 17.9K engagements


"@TommyDeepwater Bifurcation is real"  
[X Link](https://x.com/Ultradeep3/status/2013948351549415543)  2026-01-21T12:14Z [----] followers, [---] engagements


"@oilgastourist Oil rally will continue even if Trump rolls up a 🌮"  
[X Link](https://x.com/Ultradeep3/status/2016805268949254239)  2026-01-29T09:27Z [----] 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


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

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