# ![@ValueNotDeadYet Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1357672627914100740.png) @ValueNotDeadYet ValueNotDeadYet

ValueNotDeadYet posts on X about oil, $lfmd, $nvo, $four the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1357672627914100740/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1357672627914100740/c:line/m:interactions.svg)

- [--] Week [------] +62%
- [--] Month [------] +27%
- [--] Months [-------] +11%
- [--] Year [-------] -10%

### Mentions: [--] [#](/creator/twitter::1357672627914100740/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1357672627914100740/c:line/m:posts_active.svg)

- [--] Month [--] -31%
- [--] Months [---] -22%
- [--] Year [---] -10%

### Followers: [-----] [#](/creator/twitter::1357672627914100740/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1357672627914100740/c:line/m:followers.svg)

- [--] Week [-----] +0.21%
- [--] Month [-----] +0.75%
- [--] Months [-----] +4.30%
- [--] Year [-----] +12%

### CreatorRank: [---------] [#](/creator/twitter::1357672627914100740/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1357672627914100740/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  36.54% [finance](/list/finance)  31.41% [cryptocurrencies](/list/cryptocurrencies)  16.67% [countries](/list/countries)  10.26% [technology brands](/list/technology-brands)  5.13% [automotive brands](/list/automotive-brands)  1.28% [celebrities](/list/celebrities)  1.28% [products](/list/products)  0.64%

**Social topic influence**
[oil](/topic/oil) 21.79%, [$lfmd](/topic/$lfmd) #1, [$nvo](/topic/$nvo) #89, [$four](/topic/$four) #4, [$hims](/topic/$hims) #323, [$ww](/topic/$ww) #3, [bearish](/topic/bearish) #1004, [in the](/topic/in-the) 7.69%, [$acto](/topic/$acto) #1, [market](/topic/market) 7.69%

**Top accounts mentioned or mentioned by**
[@bobspaysubstack](/creator/undefined) [@telehinvesting](/creator/undefined) [@takeoverjoe](/creator/undefined) [@satsfilip](/creator/undefined) [@bnnbloomberg](/creator/undefined) [@capitalvennett](/creator/undefined) [@weatherpundit](/creator/undefined) [@whitetundrasg](/creator/undefined) [@taoisttrader](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@longinvest32](/creator/undefined) [@wrldleadrpretnd](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@mwgjamie](/creator/undefined) [@marketcall](/creator/undefined) [@financedave1](/creator/undefined) [@cryanschadel](/creator/undefined) [@stantradingman](/creator/undefined) [@dannyday](/creator/undefined) [@cathiedwood](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [4 (FOUR)](/topic/$four) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Eli Lilly and Company (LLY)](/topic/$lly) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [DIA (DIA)](/topic/$dia) [Toast, Inc. (TOST)](/topic/$tost) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [SPX6900 (SPX)](/topic/$spx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [VeChain (VET)](/topic/$vet) [Mastercard, Inc. (MA)](/topic/$ma) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [American Airlines Group Inc (AAL)](/topic/$aal) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Tesla, Inc. (TSLA)](/topic/$tsla) [ODDITY Tech Ltd (ODD)](/topic/$odd) [American Express Company (AXP)](/topic/$axp) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$T.TO FCF growth at a min 10% through [----] will allow: TELUS to progress on the Company's deleveraging trajectory ahead of plan. Specifically TELUS is targeting to reach circa 3.3-times or lower net debt to adjusted EBITDA by year-end [----] and 3.0-times by the end of 2027"  
[X Link](https://x.com/ValueNotDeadYet/status/2008167376265605219)  2026-01-05T13:23Z [----] followers, [----] engagements


"$ODD Is that the bottom or do we get rugged next month"  
[X Link](https://x.com/ValueNotDeadYet/status/2011877532254322969)  2026-01-15T19:05Z [----] followers, [---] engagements


"$NVO up 4% expect the side plays to follow next week on decent prelim partial Oral Wegovy sales data $LFMD $WW GLP1 Symphony data out. Wegovy pill just above [----] Wow. Im really surprised since I saw SO few getting wegovy pill through insurance and physical pharmacies vs how many mentioned they got it through telehealth. My 90% telehealth prediction cant be true then. There GLP1 Symphony data out. Wegovy pill just above [----] Wow. Im really surprised since I saw SO few getting wegovy pill through insurance and physical pharmacies vs how many mentioned they got it through telehealth. My 90%"  
[X Link](https://x.com/ValueNotDeadYet/status/2012138767482818772)  2026-01-16T12:24Z [----] followers, [---] engagements


"@AKWilk Problem is this comparison to $TOST isnt new and market has done nothing but dump $FOUR since the last deal. Market saying organic growth is Bs and they cant grow with their funnel broken story it seems"  
[X Link](https://x.com/ValueNotDeadYet/status/2016305585432441323)  2026-01-28T00:21Z [----] followers, [---] engagements


"@bobspaysubstack In other words bearish $FOUR gotcha"  
[X Link](https://x.com/ValueNotDeadYet/status/2017031784412619068)  2026-01-30T00:27Z [----] followers, [---] engagements


"The only safe haven left Whats your safe have now https://t.co/ck7UhInvcT Whats your safe have now https://t.co/ck7UhInvcT"  
[X Link](https://x.com/ValueNotDeadYet/status/2017714306712785231)  2026-01-31T21:39Z [----] followers, [---] engagements


"@bobspaysubstack So if the credit card names ( $V $MA $AXP) all reported decent numbers (especially in leisure/restaurants) vs what was discussed by several Cos in Nov and we expect $PYPL to be up 5-10% then we should expect the same (or better) for $FOUR"  
[X Link](https://x.com/ValueNotDeadYet/status/2018391882514989516)  2026-02-02T18:31Z [----] followers, [---] engagements


"$LLY and $NVO earnings both speak of increased volume in [----]. Not sure how this is bearish for $LFMD but I have been clearly wrong. Eli Lilly double beat $LLY: +8% Pre-Market https://t.co/XQ6W2hiS5L Eli Lilly double beat $LLY: +8% Pre-Market https://t.co/XQ6W2hiS5L"  
[X Link](https://x.com/ValueNotDeadYet/status/2019117855569244565)  2026-02-04T18:36Z [----] followers, [----] engagements


"😂 JUST IN: Those betting on the return of Jesus on Polymarket this year have outperformed Bitcoin investors over the past [--] years. JUST IN: Those betting on the return of Jesus on Polymarket this year have outperformed Bitcoin investors over the past [--] years"  
[X Link](https://x.com/ValueNotDeadYet/status/2019538790340071426)  2026-02-05T22:29Z [----] followers, [---] engagements


"bullish $LFMD (finally) bearish $HIMS FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/ValueNotDeadYet/status/2019569864034410754)  2026-02-06T00:32Z [----] followers, [---] engagements


"So $AXON cut in half valuation made no sense before still doesnt but will it soon"  
[X Link](https://x.com/ValueNotDeadYet/status/2019620712852734134)  2026-02-06T03:54Z [----] followers, [---] engagements


"Trump starts selling 💊 so the FDA is now going to be cracking down on compounding Makes sense $LFMD $NVO $LLY $HIMS #TrumpRX"  
[X Link](https://x.com/ValueNotDeadYet/status/2019749447513575429)  2026-02-06T12:26Z [----] followers, [---] engagements


"I dont understand how they bid $HIMS back to flat. Insanity I guess the bid is really a FDA 🌮 call"  
[X Link](https://x.com/ValueNotDeadYet/status/2019820280655540260)  2026-02-06T17:07Z [----] followers, [---] engagements


"What theyve just done is akin to getting pulled over for doing [--] in a school zone *while carrying drugs in the car*. $HIMS Well this might be the fastest a take of mine has aged like fine wine. $HIMS just BLEW IT. To me this reads like their whole GLP-1 franchise is going to be under extra scrutiny not just the new bogus pill. What theyve just done is akin to getting pulled over for doing [--] https://t.co/AOZT2P2BwH Well this might be the fastest a take of mine has aged like fine wine. $HIMS just BLEW IT. To me this reads like their whole GLP-1 franchise is going to be under extra scrutiny"  
[X Link](https://x.com/ValueNotDeadYet/status/2019945246403006492)  2026-02-07T01:24Z [----] followers, [---] engagements


"Something something market cap weighted indexes $SPX $NDX I cant remember single stocks ever moving this much outside of a 10% drawdown scenario. Stocks are moving like we are at the bottom of a 20% drawdown when we are 3% off of ATH on $SPX. Something tells me we are in a crash but price is still at the top of the crash range. I cant remember single stocks ever moving this much outside of a 10% drawdown scenario. Stocks are moving like we are at the bottom of a 20% drawdown when we are 3% off of ATH on $SPX. Something tells me we are in a crash but price is still at the top of the crash range"  
[X Link](https://x.com/ValueNotDeadYet/status/2019946565771972817)  2026-02-07T01:29Z [----] followers, [---] engagements


"@TaoistTrader IMO just like the Saudis and everyone else paid to get access to $NVDA chips there was a deal with $NVO and $LLY with the Trump admin decrease prices and you will make it up on volume & we will remove compounding ( $HIMS) Trump touts a win into the midterms thats my [--] cents"  
[X Link](https://x.com/ValueNotDeadYet/status/2020131125553713413)  2026-02-07T13:42Z [----] followers, [--] engagements


"@kingdomcapadv Its by design. They are in crisis management and hope to be able to continue on the injections but cant imagine Trump lets his TrumpRx get undercut on either pills or injectables"  
[X Link](https://x.com/ValueNotDeadYet/status/2020248523330187679)  2026-02-07T21:29Z [----] followers, [---] engagements


"@kingdomcapadv Regardless this is bullish for $NVO $LLY $LFMD $WW and Ro bearish $HIMS"  
[X Link](https://x.com/ValueNotDeadYet/status/2020249577719574908)  2026-02-07T21:33Z [----] followers, [---] engagements


"If they actually crack down on compounded GLP-1 injections and the compounded market is actually the same size as the brand name GLP-1 market then it will be a heck of a year for $LFMD $HIMS $NVO $LLy IMO $HIMS entire GLP-1 operation is about to come down. $HIMS may backing off of the GLP-1 pill now but they opened Pandoras Box here coaxing the FDA into ***FINALLY*** cracking down on the overall GLP-1 mass compounding scam that $HIMS has been conducting/profiting from. https://t.co/QQKZm4Fslk IMO $HIMS entire GLP-1 operation is about to come down. $HIMS may backing off of the GLP-1 pill now"  
[X Link](https://x.com/ValueNotDeadYet/status/2020292131663843598)  2026-02-08T00:22Z [----] followers, [----] engagements


"@longinvest32 Well that would be great they have the cash to do it and it would lead to a more sustainable future GL"  
[X Link](https://x.com/ValueNotDeadYet/status/2020526392912351678)  2026-02-08T15:53Z [----] followers, [--] engagements


"I get courage and the will to compete and the Olympics but the coaching staff and Team USA should have saved Lindsey Vonn from herself No reason she should have been cleared to ski today Tough tough way to end a great career and could have been much worse SKIER LINDSEY VONN BEING MONITORED IN HOSPITAL INTENSIVE CARE UNIT AFTER OLYMPIC CRASH NO THREAT TO LIFE - SOURCE SKIER LINDSEY VONN BEING MONITORED IN HOSPITAL INTENSIVE CARE UNIT AFTER OLYMPIC CRASH NO THREAT TO LIFE - SOURCE"  
[X Link](https://x.com/ValueNotDeadYet/status/2020568239231660281)  2026-02-08T18:39Z [----] followers, [----] engagements


"@WrldLeadrPretnd No I saw her training post injury if you have torn an ACL you knew the chances of this going badly were high Braces help but in this sport she really was behind the [--] ball. Courage through the roof just very tough to see"  
[X Link](https://x.com/ValueNotDeadYet/status/2020569683573756336)  2026-02-08T18:45Z [----] followers, [--] engagements


"I would ❤ for $HIMS to creat their own GLP-1 instead of advocating for personalized read legal patent infringement healthcare Talk to $VKTX shareholders about what it takes & the length of time to market FWIW Was long much higher didnt like the $55-50s trading bailed Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive personalized. When we start hard conversations we expect challenges along the way. But we won't ever https://t.co/xQEjeVSweR Tonight when our ad airs during the"  
[X Link](https://x.com/ValueNotDeadYet/status/2020633967855063333)  2026-02-08T23:00Z [----] followers, [----] engagements


"@TheLAPurchaser And eventually people realize with $HIMS potentially out of the way $LFMD at $150M MC and over $40M cash is a clear winner given they chose to side with $LLY and $NVO"  
[X Link](https://x.com/ValueNotDeadYet/status/2020708700517011716)  2026-02-09T03:57Z [----] followers, [----] engagements


"@Mr_Derivatives Friend take a look at $LFMD instead of $HIMS. Cleaner story small cap net cash and they are a $NVO and $LLY partner"  
[X Link](https://x.com/ValueNotDeadYet/status/2020873045070545151)  2026-02-09T14:50Z [----] followers, [---] engagements


"Still don't understand why $HIMS Bulls don't just add to $WW $NVO and $LFMD here. its a decent hedge you want to stay long sure but just diversify a little lol If you are down big on $HIMS this is a safe space to scream out of the top of your lungs at the community center rooftop. Heres a group 🫂. Grab some Sprite and a handful of goldfish at the break room in the back. Were gonna listen to some [--] Doors Down in a moment. -Admin If you are down big on $HIMS this is a safe space to scream out of the top of your lungs at the community center rooftop. Heres a group 🫂. Grab some Sprite and a"  
[X Link](https://x.com/ValueNotDeadYet/status/2020879849653502141)  2026-02-09T15:17Z [----] followers, [----] engagements


"Sooo they are dumping inventory Does this mean they expect injectable compounding to go the way of the Dodo bird. $LFMD $NVO $HIMS $WW 🚨 BREAKING: $HIMS IS NOW OFFERING 20% OFF ON ORDERS OF $500+ Promo *includes* GLP-1s which brings price to $159/mo - the lowest we've seen in a while maybe ever Hims just kicked off this text message campaign with GLP-1 photo: https://t.co/AB1CQOXqzR 🚨 BREAKING: $HIMS IS NOW OFFERING 20% OFF ON ORDERS OF $500+ Promo *includes* GLP-1s which brings price to $159/mo - the lowest we've seen in a while maybe ever Hims just kicked off this text message campaign"  
[X Link](https://x.com/ValueNotDeadYet/status/2021003082679844967)  2026-02-09T23:27Z [----] followers, [----] engagements


"@bobspaysubstack So $FOUR going to be down 24% after they report 😂"  
[X Link](https://x.com/ValueNotDeadYet/status/2022068543987302900)  2026-02-12T22:01Z [----] followers, [---] engagements


"@ScottW_Grizzle Except for $FOUR (less Straight up SAAS more of a processor tbh) @tobi should really use some of his $SHOP stock to buy FOUR Massively accretive to that Operating profit line"  
[X Link](https://x.com/ValueNotDeadYet/status/2022096377514467629)  2026-02-12T23:51Z [----] followers, [---] engagements


"Those telehealth guys going to have a rough Q1 here $NVO $LLY $LFMD $WW Symphony sales data out. TRx [-----] For wegovy pill vs [-----] last Friday. Another big jump. $NVO $LLY $VKTX https://t.co/bcYlSemzjy Symphony sales data out. TRx [-----] For wegovy pill vs [-----] last Friday. Another big jump. $NVO $LLY $VKTX https://t.co/bcYlSemzjy"  
[X Link](https://x.com/ValueNotDeadYet/status/2022285452556869937)  2026-02-13T12:23Z [----] followers, [---] engagements


"@bobspaysubstack $TOST doing good work to fight off the algo selloff yesterday. Is there hope for $FOUR"  
[X Link](https://x.com/ValueNotDeadYet/status/2022309804710953164)  2026-02-13T14:00Z [----] followers, [---] engagements


"@bobspaysubstack @TomSmith839 Unfortunately for $FOUR"  
[X Link](https://x.com/ValueNotDeadYet/status/2022348264776114430)  2026-02-13T16:32Z [----] followers, [---] engagements


"Don't understand why $AC.TO traded back below $20 today but used the opportunity to add [----] is a high capex transition year [----] as well. (though CASM should improve in 2027) This is a 2028-2029 story NFA GL $AAL $DAL $UAL $TRZ.TO $JETS"  
[X Link](https://x.com/ValueNotDeadYet/status/2022383715780087814)  2026-02-13T18:53Z [----] followers, [---] engagements


"TD basically saying the $T.TO selloff is overdone. 9% yield anyone #Dividends"  
[X Link](https://x.com/ValueNotDeadYet/status/1994053089184055463)  2025-11-27T14:37Z [----] followers, 16.8K engagements


"$T.TO Is Telus growing like $NVDA no. Do I have more confidence today that the dividend is safe and the market is too bearish yes. Good steps taken and management seems confident in its [--] year plan. $18 may be the bottom #Dividends"  
[X Link](https://x.com/ValueNotDeadYet/status/1996214042671624359)  2025-12-03T13:44Z [----] followers, 10.6K engagements


"Just throwing it out there. if you think the $T.TO news yesterday puts the dividend cut story to bed for a while. then the question becomes what is a just yield 8% puts the stock near $21 vs $18.75 now $T.TO Is Telus growing like $NVDA no. Do I have more confidence today that the dividend is safe and the market is too bearish yes. Good steps taken and management seems confident in its [--] year plan. $18 may be the bottom #Dividends https://t.co/7hkTM9abGC $T.TO Is Telus growing like $NVDA no. Do I have more confidence today that the dividend is safe and the market is too bearish yes. Good steps"  
[X Link](https://x.com/ValueNotDeadYet/status/1996600412523151528)  2025-12-04T15:20Z [----] followers, [----] engagements


"Good to see $AC.TO has started their buybacks"  
[X Link](https://x.com/ValueNotDeadYet/status/1998121483441148272)  2025-12-08T20:04Z [----] followers, [---] engagements


"Battle of the hated Canadian stocks Which will do better in [----] Air Canada or Telus $AC.TO $T.TO Go AC The future is friendly $FOUR Fuck these polls Go AC The future is friendly $FOUR Fuck these polls"  
[X Link](https://x.com/ValueNotDeadYet/status/1998183715433070748)  2025-12-09T00:11Z [----] followers, [----] engagements


"@BarrySchwartzBW Now do $AC.TO YTD for comparison"  
[X Link](https://x.com/ValueNotDeadYet/status/1998547136074625272)  2025-12-10T00:15Z [----] followers, [---] engagements


"At least with $AC.TO minimum pitch is [--] not [--] inches Bullish Air Canada A video showing legroom on a WestJet plane in Edmonton is going viral ✈ https://t.co/uKLNyrH1ZV A video showing legroom on a WestJet plane in Edmonton is going viral ✈ https://t.co/uKLNyrH1ZV"  
[X Link](https://x.com/ValueNotDeadYet/status/2007975301008241001)  2026-01-05T00:39Z [----] followers, [---] engagements


"Everyone is out here debating Telus and dividend cuts while management comes out and says they aren't cutting and they buy stock. IMO This could likely re-rate to 8.3% yield at $20 in short order especially with rates coming down $T.TO #Dividends"  
[X Link](https://x.com/ValueNotDeadYet/status/2008551765097185304)  2026-01-06T14:50Z [----] followers, [----] engagements


"TBH I am a little surprised that all the engagement today is on my $T.TO posts when $LFMD is ripping"  
[X Link](https://x.com/ValueNotDeadYet/status/2008620974459986423)  2026-01-06T19:25Z [----] followers, [---] engagements


"@MWG_Jamie @BNNBloomberg @marketcall Is $AC.TO your top pick lol"  
[X Link](https://x.com/ValueNotDeadYet/status/2008947914119295202)  2026-01-07T17:04Z [----] followers, [---] engagements


"@MWG_Jamie @BNNBloomberg @marketcall The question becomes what drives the re-rate. Yes transborder is an issue and large Capex cycle. Therefore is [----] a dead year Massive disconnect with US Peers but Fleet upgrades will change margin profile 2028+ for $AC.TO +++ tons of FCF in out years"  
[X Link](https://x.com/ValueNotDeadYet/status/2009664482445087224)  2026-01-09T16:32Z [----] followers, [---] engagements


"$AC.TO is very hated right now In [--] years once the capex cycle advances & their margin profile + FCF profile substantially improves the stock should catch up to peers $1.5B FCF [----] on a $6B MC name + SH out already below 300M $JBLU $DAL $AAL $UAL $ALK $JETS #ValueInvesting"  
[X Link](https://x.com/ValueNotDeadYet/status/2009669440405950697)  2026-01-09T16:51Z [----] followers, [---] engagements


"Here is the next thing to rally $T.TO Telus offers [---] Voluntary Severance Packages. #Dividends https://usw.ca/telus-vsp-jan-2026/ https://usw.ca/telus-vsp-jan-2026/"  
[X Link](https://x.com/ValueNotDeadYet/status/2009712078693773771)  2026-01-09T19:41Z [----] followers, [---] engagements


"Bullish $AC.TO Another video has surfaced showing WestJet's cramped seats with no legroom and non-reclining seats 🫠 https://t.co/v3pliP6z3X Another video has surfaced showing WestJet's cramped seats with no legroom and non-reclining seats 🫠 https://t.co/v3pliP6z3X"  
[X Link](https://x.com/ValueNotDeadYet/status/2009802136360759434)  2026-01-10T01:39Z [----] followers, [---] engagements


"Bullish $AC.TO BREAKING: Jefferies analysts say weight loss pills will lower airline fuel bills and lift earnings. Jefferies says a 10% reduction in average passenger weight could translate into 1.5% lower fuel costs and as much as a 4% boost to EPS. https://t.co/pNh46pUChR BREAKING: Jefferies analysts say weight loss pills will lower airline fuel bills and lift earnings. Jefferies says a 10% reduction in average passenger weight could translate into 1.5% lower fuel costs and as much as a 4% boost to EPS. https://t.co/pNh46pUChR"  
[X Link](https://x.com/ValueNotDeadYet/status/2011959298335572362)  2026-01-16T00:30Z [----] followers, [---] engagements


"@mvcinvesting The only person I ever heard mention $OMDA is the CEO of $LFMD 😂"  
[X Link](https://x.com/ValueNotDeadYet/status/2011965131245195482)  2026-01-16T00:54Z [----] followers, [----] engagements


"$T.TO having a strong day as the market sells off (as expected) Would like to see $20+ but feel there is going to be some difficulty here for the next 3% higher $18.50 +1.7% on the Telus Health potential Sale. $20 still the target $T.TO $18.50 +1.7% on the Telus Health potential Sale. $20 still the target $T.TO"  
[X Link](https://x.com/ValueNotDeadYet/status/2019089033171788284)  2026-02-04T16:41Z [----] followers, [---] engagements


"$NFLX CEO telling the senate that he intends to maintain the [--] day window should move $CGX.TO back closer to $10.50-11.00 range was $12.30 prior to the deal Lets see how the rest of the Q plays out"  
[X Link](https://x.com/ValueNotDeadYet/status/2019095894755348605)  2026-02-04T17:09Z [----] followers, [---] engagements


"Its quite interesting to see the $QQQ -2% and see businesses with actual physical operations + 2% or more and up 5-10% in a week $FDX $ATD.TO $T.TO $AC.TO $PBH.TO Rotation anyone"  
[X Link](https://x.com/ValueNotDeadYet/status/2019103254106501283)  2026-02-04T17:38Z [----] followers, [---] engagements


"$FOUR up 3% as the market realizes it isnt $PYPL"  
[X Link](https://x.com/ValueNotDeadYet/status/2019118698531782962)  2026-02-04T18:39Z [----] followers, [----] engagements


"Ok yesterdays 10% drop in $FOUR was short lived indeed $FOUR up 3% as the market realizes it isnt $PYPL $FOUR up 3% as the market realizes it isnt $PYPL"  
[X Link](https://x.com/ValueNotDeadYet/status/2019178207573148003)  2026-02-04T22:36Z [----] followers, [---] engagements


"@LakeWise_ Thats been their call hopefully the pain of the past 6-9 months is worth it. If the FDA actually stops all GLP-1 compounding then it is quite bullish indeed for $LFMD and to a lesser degree $WW as well. Ro will also have a banner year"  
[X Link](https://x.com/ValueNotDeadYet/status/2020511226896298007)  2026-02-08T14:53Z [----] followers, [---] engagements


"@bobspaysubstack $FOUR"  
[X Link](https://x.com/ValueNotDeadYet/status/2020534642332287199)  2026-02-08T16:26Z [----] followers, [---] engagements


"Really wish Ro was public but happy to cheer them on from the sidelines The recent situation is Bullish Patient safety Ro $LFMD $WW and bearish $HIMS Hopefully compounding GLP-1 ends in all formats in the near future Ro is proud to offer transparent pricing and insurance access and supports TrumpRxs most-favored-nation innovative pricing model for FDA-approved GLP-1s. Were excited to share our first Super Bowl ad today and get that message out to over 100M Americans. Patients deserve the https://t.co/84gDqk7KKF Ro is proud to offer transparent pricing and insurance access and supports"  
[X Link](https://x.com/ValueNotDeadYet/status/2020554864640602158)  2026-02-08T17:46Z [----] followers, [----] engagements


"Need to get to $100T valuation somehow #DontHateThePlaya For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that in less than [--] years whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know it to For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that in less than [--] years whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know"  
[X Link](https://x.com/ValueNotDeadYet/status/2020659517147734175)  2026-02-09T00:42Z [----] followers, [---] engagements


"I guess this is good for companies on the right side of GLP-1 compounding $LFMD $WW #Ro $LLY $NVO and bearish $HIMS and all other compounders out there #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"  
[X Link](https://x.com/ValueNotDeadYet/status/2020847598047728089)  2026-02-09T13:09Z [----] followers, [---] engagements


"225k shares of $LFMD traded PM and at the open. Let us see if this open holds. It should bc the compounding catalyst is there front and center just needs a bit more volume $HIMS $NVO $WW"  
[X Link](https://x.com/ValueNotDeadYet/status/2020868873801588896)  2026-02-09T14:34Z [----] followers, [----] engagements


"$WW +11% running again today after a solid day last Friday. why to I feel this one is going back to $30 in short order"  
[X Link](https://x.com/ValueNotDeadYet/status/2020869477261271480)  2026-02-09T14:36Z [----] followers, [---] engagements


"$AC.TO -5% bc they are halting Cuba flights due to fuel shortages. seems excessive"  
[X Link](https://x.com/ValueNotDeadYet/status/2020961124544385125)  2026-02-09T20:40Z [----] followers, [---] engagements


"$NVO Strong Oral Wegovy scripts probably bearish telehealth partners like Ro $WW and $LFMD Week [--] wegovy pill sales revealed. [------] in total for first [--] weeks $NVI CEO Mike D just said in interview at Fox Business that after [--] weeks total Wegovy pill TRx is [------] This would imply week [--] TRx at about [-----] https://t.co/eONS9Txlfq Week [--] wegovy pill sales revealed. [------] in total for first [--] weeks $NVI CEO Mike D just said in interview at Fox Business that after [--] weeks total Wegovy pill TRx is [------] This would imply week [--] TRx at about [-----] https://t.co/eONS9Txlfq"  
[X Link](https://x.com/ValueNotDeadYet/status/2021649667495436513)  2026-02-11T18:16Z [----] followers, [---] engagements


"More Wegovy Pill 💊 TRx bearish $WW $LFMD $NVO Coming into [----] analysts consensus for wegovy pill was about average weekly TRx [-----] throughout [----]. In just FIVE weeks the sales is already above weekly [-----] That number could very likely cross TRx [------] by the end of Q1. While [----] started with lots of Coming into [----] analysts consensus for wegovy pill was about average weekly TRx [-----] throughout [----]. In just FIVE weeks the sales is already above weekly [-----] That number could very likely cross TRx [------] by the end of Q1. While [----] started with lots of"  
[X Link](https://x.com/ValueNotDeadYet/status/2021731944762163231)  2026-02-11T23:43Z [----] followers, [---] engagements


"@CapitalVennett They are seen as software by the algos it seems"  
[X Link](https://x.com/ValueNotDeadYet/status/2021755759793484025)  2026-02-12T01:18Z [----] followers, [--] engagements


"@Valuehunte $LFMD sub $150M MC $40M+ Cash pro forma YE/25 Catalyst Wegovy pill 💊 Official partner (leads from Novo website = lower CAC better margin) Market hasnt realized they will get a big bump in subscribers in Q1 yet"  
[X Link](https://x.com/ValueNotDeadYet/status/2021764339275874586)  2026-02-12T01:52Z [----] followers, [---] engagements


"@TeleHInvesting @FinanceDave1 They wont buyback. Forget that"  
[X Link](https://x.com/ValueNotDeadYet/status/2022087980903788951)  2026-02-12T23:18Z [----] followers, [--] engagements


"Of the dogs that I own. which will do well in [----] $FOUR $INGN $LFMD $QQQ $FOUR $INGN None buy $QQQ you moron $LFMD $FOUR $INGN None buy $QQQ you moron $LFMD"  
[X Link](https://x.com/ValueNotDeadYet/status/2003121334247719093)  2025-12-22T15:11Z [----] followers, [---] engagements


"$18.50 +1.7% on the Telus Health potential Sale. $20 still the target $T.TO Everyone is out here debating Telus and dividend cuts while management comes out and says they aren't cutting and they buy stock. IMO This could likely re-rate to 8.3% yield at $20 in short order especially with rates coming down $T.TO #Dividends Everyone is out here debating Telus and dividend cuts while management comes out and says they aren't cutting and they buy stock. IMO This could likely re-rate to 8.3% yield at $20 in short order especially with rates coming down $T.TO #Dividends"  
[X Link](https://x.com/ValueNotDeadYet/status/2009280608988516666)  2026-01-08T15:06Z [----] followers, [----] engagements


"Who is selling $FOUR at $63.30 Did I miss something"  
[X Link](https://x.com/ValueNotDeadYet/status/2015805121527963922)  2026-01-26T15:12Z [----] followers, [----] engagements


"$MA Explains why $FOUR is at [--] week lows (sarc)"  
[X Link](https://x.com/ValueNotDeadYet/status/2016879671539806549)  2026-01-29T14:22Z [----] followers, [----] engagements


"So now that the $FOUR SS is cleaned up and the tax liability is reduced Can we move onto the operations and get the stock headed back in the right direction after a very tough 2025"  
[X Link](https://x.com/ValueNotDeadYet/status/2021235620065005708)  2026-02-10T14:51Z [----] followers, [---] engagements


"@satsfilip @WeatherPundit Aggressively Havent seen that in the numbers yet but will see what Feb brings"  
[X Link](https://x.com/ValueNotDeadYet/status/2022068704830525915)  2026-02-12T22:02Z [----] followers, [--] engagements


"@TeleHInvesting @FinanceDave1 They want to grow this thing they have consistently said their issues were lack of capital they have capital now and access to it so I dont see it happening"  
[X Link](https://x.com/ValueNotDeadYet/status/2022095595494944796)  2026-02-12T23:48Z [----] followers, [--] engagements


"@satsfilip @WeatherPundit The buyback is a 10% or 6M+ shares they have a ton of room to buy back shares if they wish. Thats the better outcome here not lowering debt by $30-40M which doesnt move the needle"  
[X Link](https://x.com/ValueNotDeadYet/status/2022284144110076146)  2026-02-13T12:18Z [----] followers, [--] engagements


"Ending mass compounding would be wildly bullish $LFMD and $WW $HIMS $LLY $NVO To me it sounds more and more like $NVO eventually will be going for all mass compounding of semaglutide. And they should do that. So to me it seems its only a matter of time before the next compounding company will be in same position as $HIMS currently find the self in. To me it sounds more and more like $NVO eventually will be going for all mass compounding of semaglutide. And they should do that. So to me it seems its only a matter of time before the next compounding company will be in same position as $HIMS"  
[X Link](https://x.com/ValueNotDeadYet/status/2021953119236895039)  2026-02-12T14:22Z [----] followers, [---] engagements


"Kind of like $FOUR and $TOST The companys job is to fix valuation gaps for FOUR they have failed miserably over the past year stripe valued at $140B adyen valued at $34B only one truth one of the two is wildly mispriced stripe valued at $140B adyen valued at $34B only one truth one of the two is wildly mispriced"  
[X Link](https://x.com/ValueNotDeadYet/status/2022284873449214065)  2026-02-13T12:21Z [----] followers, [---] engagements


"@blondesnmoney Long $ADBE 😂"  
[X Link](https://x.com/ValueNotDeadYet/status/2022408985731821788)  2026-02-13T20:34Z [----] followers, [---] engagements


"@CdnEngyAnalysis Yeah that $PKI.TO update no bueno and surprised the market bigtime. Agreed that LT may be a dip buy but not going to run into it atm"  
[X Link](https://x.com/ValueNotDeadYet/status/1582730518952841216)  2022-10-19T13:48Z [----] followers, [--] engagements


"$PKI.TO News #NoBueno. Market should have been able [--] sniff this one out This is where analysts are supposed [--] make their money. Gas stations not refilling & demand looking low bc they are waiting [--] lower prices bc falling week after week. Who loses The guys w/ inventory #COM"  
[X Link](https://x.com/ValueNotDeadYet/status/1582735719310581761)  2022-10-19T14:09Z [----] followers, [--] engagements


"@SHOPGod2 @BarrySchwartzBW Last quarter pre-release was brutal for $PKI.TO maybe they bid for those retail assets that are up for sale Stock isnt cheap and is in the penalty box (and rightfully so)"  
[X Link](https://x.com/ValueNotDeadYet/status/1591122720502468609)  2022-11-11T17:36Z [----] followers, [--] engagements


"This should be a hold not outperform $CNR.TO $CNR Candian National Railway update https://t.co/RDH6DilAUo $CNR Candian National Railway update https://t.co/RDH6DilAUo"  
[X Link](https://x.com/ValueNotDeadYet/status/1684053742960640000)  2023-07-26T04:11Z [----] followers, [---] engagements


"These guys are too much Neutral on $TSLA which is in free fall and full on broken thesis but $PKI.TO has a refinery outage and unchanged guidance ($30M EBITDA in Q1 vs $2B annual plan) and impact negative 🤡 🤡 #RBC #SellSideGarbage"  
[X Link](https://x.com/ValueNotDeadYet/status/1750334036982075799)  2024-01-25T01:45Z [----] followers, [---] engagements


"$INGN $6.66 When you notice that the Debt is LT leases & the business may be nearing an inflection point in the next [--] years due to an ageing population globally; it warrants a 2nd look 2/3 EV (incl leases) in cash w/ positive EBITDA in [--] #ValueInvesting #SmallCaps #COPD"  
[X Link](https://x.com/ValueNotDeadYet/status/2003133067125543194)  2025-12-22T15:58Z [----] followers, [---] engagements


"Inogen Announces the Launch of Aurora CPAP Masks for Obstructive Sleep Apnea in the United States Probably a small market with no growth. and the company is overvalued anyways. #SmallCap $INGN http://www.businesswire.com/news/home/20260107107874/en/Inogen-Announces-the-Launch-of-Aurora-CPAP-Masks-for-Obstructive-Sleep-Apnea-in-the-United-States http://www.businesswire.com/news/home/20260107107874/en/Inogen-Announces-the-Launch-of-Aurora-CPAP-Masks-for-Obstructive-Sleep-Apnea-in-the-United-States"  
[X Link](https://x.com/ValueNotDeadYet/status/2008906220611010894)  2026-01-07T14:19Z [----] followers, [---] engagements


"@CRyanSchadel Market is shocked.was used to constant updates and sees you as leader. Bunch of stuff spreading about $LTNC not going to go pink current and will get suspended. I suppose once you get the stop sign down and we get a proper business plan from @TakeoverJoe then this will improve"  
[X Link](https://x.com/anyuser/status/1366499498885840907)  2021-03-01T21:24Z [----] followers, [--] engagements


"@StanTradingMan @TakeoverJoe Honestly save your breath man. if people dont know yet about $LTNC too bad for them. lol by the end of April people will know. You dont need to go crazy. Just drink your PALLET of water and chill :-)"  
[X Link](https://x.com/anyuser/status/1379802114013159427)  2021-04-07T14:23Z [----] followers, [--] engagements


"Just throwing it out there I think @GeorgeASharp and @CRyanSchadel should make a $1M bet on $LTNC Pink status. Loser donates to the winners charity of choice. I think this would settle the feud and be for a good cause. Anybody else agree"  
[X Link](https://x.com/anyuser/status/1383527297076977670)  2021-04-17T21:06Z [----] followers, [--] engagements


"@StanTradingMan Im just hoping @TakeoverJoe announces the new product with a Darth Vader suit on. #Epic $LTNC"  
[X Link](https://x.com/anyuser/status/1384893886775050243)  2021-04-21T15:36Z [----] followers, [--] engagements


"@TakeoverJoe @seanstellato @Ifeatu_Mel Crazy how people dont get it yet. oh well. We will just wait patiently for the rest of the world to learn what we know. $LTNC"  
[X Link](https://x.com/anyuser/status/1387840758280036354)  2021-04-29T18:46Z [----] followers, [--] engagements


"@stoolpresidente @elonmusk Can somebody explain how this shit is legal @SEC_Enforcement Any comment Doubt it"  
[X Link](https://x.com/anyuser/status/1392996098520846344)  2021-05-14T00:12Z [----] followers, [---] engagements


"$LTNC @dannyday ramping up production @TakeoverJoe holding on news until Pink (big stuff coming IMO) @TakeoverKerby dropping the good news below @MTzanetatos being coy but guaranteed to be signing retailers during June/July selling season. If you dont see it you never will @NXTLVL_Takeover Official launch coming soon 🔜 🚀 @NXTLVL_Takeover Official launch coming soon 🔜 🚀"  
[X Link](https://x.com/anyuser/status/1412942393440186380)  2021-07-08T01:11Z [----] followers, [---] engagements


"$LTNC Limited Edition #MannyPacquaio cans coming. cool 🚀💧 #NXTLVL featuring @MannyPacquiao 💥🥊 #NXTLVLNation #NXTLVLUP $LTNC #MannyPacquiao https://t.co/gsQmk9XCoh 🚀💧 #NXTLVL featuring @MannyPacquiao 💥🥊 #NXTLVLNation #NXTLVLUP $LTNC #MannyPacquiao https://t.co/gsQmk9XCoh"  
[X Link](https://x.com/anyuser/status/1414971552924307456)  2021-07-13T15:34Z [----] followers, [---] engagements


"$LTNC oh @dannyday if only people paid more attention. #NXTLVL @LiVVinLife @Maxx0320 What Ive said before is that we dont spend money to increase capacity until the demand requires it. We are increasing our capacity and running out of manufacturing space. Were looking at breaking ground on a new warehouse immediately behind what we have. @LiVVinLife @Maxx0320 What Ive said before is that we dont spend money to increase capacity until the demand requires it. We are increasing our capacity and running out of manufacturing space. Were looking at breaking ground on a new warehouse immediately"  
[X Link](https://x.com/anyuser/status/1422264736683593730)  2021-08-02T18:35Z [----] followers, [--] engagements


"@CathieDWood @CornerstoneOil can you please send this woman some research clearly her research team needs some help. is there like a [--] day free trial or something you can offer her Lol 😂"  
[X Link](https://x.com/anyuser/status/1500787251491622916)  2022-03-07T10:55Z [----] followers, [--] engagements


"@RepDianaDeGette Maybe. you let them pump more oil and tell companies you dont want to kill them in [--] years Think of a farmer who grows cows and you tell him in [--] years Steaks are illegal. how many cows will he have on his land this year Will be build a new farm Nope. #OOTT #COM #steak"  
[X Link](https://x.com/anyuser/status/1508972937189208066)  2022-03-30T01:02Z [----] followers, [--] engagements


"So the ultimate #value investors are starting to strongly embrace the #Energy trade Is that what Im reading #COM 🛢Buffett & Munger on #Oil Buffett: It's hard to say which of us knows less about oil Munger: we should hold much larger oil reserves in the SPR and elsewhere because it will be worth a lot more in the future Buffett: rapid energy transition odds are extremely low. #oott https://t.co/juQVV1RTZB 🛢Buffett & Munger on #Oil Buffett: It's hard to say which of us knows less about oil Munger: we should hold much larger oil reserves in the SPR and elsewhere because it will be worth a lot"  
[X Link](https://x.com/anyuser/status/1520497834503647233)  2022-04-30T20:18Z [----] followers, [--] engagements


"@CathieDWood @RaoulGMI Just curious. if we can get 35%-50% FCF on energy why would you buy anything else Oh yeah and already up 50%+ YTD so like 100% alpha vs $ARKK. #COM $QQQ $SPY"  
[X Link](https://x.com/anyuser/status/1528160548931649536)  2022-05-21T23:47Z [----] followers, [--] engagements


"Awesome Continues to be bullish #oil #COM *UK TO BRING IN 'TEMPORARY TARGETED' 25% TAX ON OIL GAS PROFIT *UK TO BRING IN 'TEMPORARY TARGETED' 25% TAX ON OIL GAS PROFIT"  
[X Link](https://x.com/anyuser/status/1529793836989415425)  2022-05-26T11:57Z [----] followers, [--] engagements


"@ericnuttall You are stealing my thunder 😂. They dont realize additional taxes lower supply and increase prices Basic economics should be mandatory training for politicians lol Awesome Continues to be bullish #oil #COM Awesome Continues to be bullish #oil #COM"  
[X Link](https://x.com/anyuser/status/1529797219087441921)  2022-05-26T12:10Z [----] followers, [--] engagements


"Ppl need to stop reading intraday moves. market microstructure is notoriously hard to predict Focus on LT thesis is your thesis intact. Yes = Hold or Add No thesis broken = run Thats is literally all you need to be an investor. #FuckYourMBACFA #Investing #COM #Alpha #CFA"  
[X Link](https://x.com/anyuser/status/1532351865538617345)  2022-06-02T13:22Z [----] followers, [--] engagements


"If we stay above $100 #WTI through H2-22 & multiples dont expand PE is going to start taking serious runs at the #Energy sector 35% FCF doesnt stay forever either stocks re-rate up or #FCF falls #COM #EFT #OOTT #ValueInvesting #Alpha #ValueNotDeadYet $SPY $DIA $QQQ"  
[X Link](https://x.com/anyuser/status/1543768090638536706)  2022-07-04T01:26Z [----] followers, [--] engagements


"Small reminder regarding $MEG.TO Once Net debt is below $1.2BUS 50% FCF will go to #Buybacks As of end June MEG had about $1.35B in Net debt so in the next [--] months they move to 50% buybacks This company is a MONSTER people have no idea🚀🚀🚀 #COM #OOTT #EFT #Alpha"  
[X Link](https://x.com/anyuser/status/1545029856907378689)  2022-07-07T12:59Z [----] followers, [---] engagements


"Anybody buying oil stocks today or is it just me lol"  
[X Link](https://x.com/anyuser/status/1547604777499893760)  2022-07-14T15:31Z [----] followers, [---] engagements


"My bold call is we end up in this equilibrium where demand growth slows a little supply grows a little SPR ends & by magic #oil doesnt crater to $60 & doesnt rip to $140. Cracks come back to a reasonable (yet elevated) $30-35 and oil stays at $100 #COM #EFT #OOTT $SPY $DIA"  
[X Link](https://x.com/anyuser/status/1549363039836725249)  2022-07-19T11:58Z [----] followers, [--] engagements


"Oh boy thats an interesting chart#COM #ONGT #EFT #OOTT #Natty #EnergyCrisis gazprom gas production no need to worry https://t.co/TnOP1reesI gazprom gas production no need to worry https://t.co/TnOP1reesI"  
[X Link](https://x.com/anyuser/status/1550435014948552704)  2022-07-22T10:58Z [----] followers, [--] engagements


"MEG reached its US$1.7 billion net debt target in the second quarter of [----]. In the current commodity price environment MEG expects to reach its US$1.2 billion net debt target in October [----] and to reach its US$600 million net debt floor in the second half of [----]. $MEG.TO #COM"  
[X Link](https://x.com/anyuser/status/1552762992705605633)  2022-07-28T21:08Z [----] followers, [--] engagements


"Lol what recession Saudi seems to think physical markets remain tight it seems. Demand destruction #COM #OOTT #EFT SAUDI ARABIA RAISES ALL OIL PRICES FOR ASIA FOR SEPTEMBER. SAUDI ARABIA RAISES ALL OIL PRICES FOR ASIA FOR SEPTEMBER"  
[X Link](https://x.com/anyuser/status/1555119971675607040)  2022-08-04T09:14Z [----] followers, [--] engagements


"For people still shitting on #buybacks: You will see massive buybacks over the next [--] months in many names where valuations are illogical (25% FCF+) Read through $VET earnings + calculate what they could buyback in the next [--] [---] months. It could be 25-30%+ of the OS #COM"  
[X Link](https://x.com/anyuser/status/1558046593571557378)  2022-08-12T11:03Z [----] followers, [--] engagements


"Full agree @WhiteTundraSG is probably the best resource that is accessible to the #retail everyday investor. His patience and dedication to teaching others about the #energy space is unmatched IMO #OOTT #EFT #COM $SPY $QQQ $DIA #education #Free #Seminar #Learn #selfimprovement @ValueNotDeadYet I heard Nuttall mention the $100k tab they run (maybe with Energy Aspects) for mkt intel. So about 0.1% of AUM. If I was willing to pay 1%--10% even--of _my_ AUM (and I knew where to spnd it) I'm doubtful I could buy higher calibre insights than @WhiteTundraSG drops gratis. @ValueNotDeadYet I heard"  
[X Link](https://x.com/anyuser/status/1558958587187175432)  2022-08-14T23:27Z [----] followers, [--] engagements


"Everyone talking about Iran and [----] oil prices maybe Iran causes forecast down from $120 to $105-$110 or from $110 to $100 Really it doesnt matter if we are not at $70 or lower in [----] oil equities are going to be WILDLY higher than they are today #COM #OOTT #alpha #Value"  
[X Link](https://x.com/anyuser/status/1560233348383080450)  2022-08-18T11:53Z [----] followers, [--] engagements


"As this #oil bull market continues to chug along every day we dont get rug pulled adds to the thesis that we may be setting up for higher for longer commodities I see this as an opportunity to add risk (yeah Im ok adding risk now) $SOIL.V $PEI.V $PPR.TO $WCE.V $ROK.V #COM"  
[X Link](https://x.com/anyuser/status/1560390297326067714)  2022-08-18T22:16Z [----] followers, [--] engagements


"More #oil truth bombs and yet in 6-9 months people will ask who could have predicted the price of oil Its going on 18-24 months or more that this supply side issue thesis is out there media doesnt care and investors dont care yet #COM #OOTT #EFT The "shocking problem" in oil supply right now. @crudegusher drills into the issues facing the energy market. $WTI https://t.co/cwKdaRO5e3 The "shocking problem" in oil supply right now. @crudegusher drills into the issues facing the energy market. $WTI https://t.co/cwKdaRO5e3"  
[X Link](https://x.com/anyuser/status/1562226309882937344)  2022-08-23T23:52Z [----] followers, [--] engagements


"This is how you setup a 1M barrel cut friends. #COM #OPEC #OOTT OPEC+ SEES OIL MARKET SURPLUS RISING FROM [---] MLN BPD IN OCT TO [---] MLN BPD IN NOV - REPORT OPEC+ SEES OIL MARKET SURPLUS RISING FROM [---] MLN BPD IN OCT TO [---] MLN BPD IN NOV - REPORT"  
[X Link](https://x.com/anyuser/status/1564969408623251459)  2022-08-31T13:32Z [----] followers, [--] engagements


"Lets recap oil: [--]. No new Iranian supply coming [--]. SPR (even if extended) ends by YE [--]. Russian supplies (sanction or other down by YE) [--]. OPEC+ missing quotas + spare capacity limited [--]. US Shale growth underwhelming Where is supply growth coming from again #COM #OOTT #EFT BREAKING: Joint Statement by France Germany and the United Kingdom on efforts to restore the #JCPOA. 👇 https://t.co/Kn9kd2xTjz BREAKING: Joint Statement by France Germany and the United Kingdom on efforts to restore the #JCPOA. 👇 https://t.co/Kn9kd2xTjz"  
[X Link](https://x.com/anyuser/status/1568580794557382656)  2022-09-10T12:42Z [----] followers, [--] engagements


"TD put out some sensitivity analysis this AM. main conclusion $VET wins. always #COM #OOTT #EFT"  
[X Link](https://x.com/anyuser/status/1570388142888456192)  2022-09-15T12:24Z [----] followers, [---] engagements


"Did the Aramco CEO just say fuck around and find out #COM #Aramco CEO "the world should be worried" "this is where we are heading. If China opens up a little bit you will find out that spare capacity will be eroded completed" reports @MathisWilliam. #OOTT https://t.co/ebICgUhRrg #Aramco CEO "the world should be worried" "this is where we are heading. If China opens up a little bit you will find out that spare capacity will be eroded completed" reports @MathisWilliam. #OOTT https://t.co/ebICgUhRrg"  
[X Link](https://x.com/anyuser/status/1577256619607732225)  2022-10-04T11:17Z [----] followers, [--] engagements


"$VET.TO hedge book as of Sept [--]. Nice to see hedges in [----] hopefully they layer on some Q2-Q3 [----] hedges over the winter if things get silly #COM #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1578007534287429633)  2022-10-06T13:01Z [----] followers, [--] engagements


"Honest this perpetual anti oil sentiment in the face of an impending energy crisis just makes me more bullish. Maybe instead of a [--] year bull run we get an [--] year bull run to [----] #COM #OOTT #EFT #ESG Munich Re will pull out of oil & gas projects & related infrastructure. It directly & indirectly underwrites 13% of the global economy. EU climate laws will inflict max pain on citizens. Board rooms behave as if we use less hydrocarbons - but we dont #OOTT @kittysquiddy https://t.co/Yd54hZnrTV Munich Re will pull out of oil & gas projects & related infrastructure. It directly & indirectly"  
[X Link](https://x.com/anyuser/status/1578719287183048705)  2022-10-08T12:09Z [----] followers, [--] engagements


"An oldie but a goodie Felt like some people needed a reminder. #COM #OOTT #EFT #ESG #NetZero $SPY $DIA $QQQ #EnergyCrisis"  
[X Link](https://x.com/anyuser/status/1579130120073515011)  2022-10-09T15:22Z [----] followers, [---] engagements


"See this is the problem with society. people fucking complain about oil and gasoline prices (but don't buy oil equities) but buy shitty tech stocks and then spend $1500 on a new iPhone $300 on jeans and $28 at Taco Bell. Fuck off you all deserve to go broke. #COM It seems that $28 spent at Taco Bell could include the equivalent of a week's worth of gas. It seems that $28 spent at Taco Bell could include the equivalent of a week's worth of gas"  
[X Link](https://x.com/anyuser/status/1580570539131039744)  2022-10-13T14:45Z [----] followers, [--] engagements


"Probably the best free #analysis and #equityresearch available anywhere on the internet Superb work by Shubham #Energy #FinancialFreedom #FIRE #CFA #Investing #Alpha #SPX #NDX #COM #EFT #OOTT https://m.youtube.com/watchv=eUo7HoG_V2Q https://m.youtube.com/watchv=eUo7HoG_V2Q"  
[X Link](https://x.com/anyuser/status/1581979520806309888)  2022-10-17T12:04Z [----] followers, [--] engagements


"The President is announcing that the Administration intends to repurchase crude oil for the SPR when prices are at or below about $67-$72 World oil producers: #COM #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1582562799863050240)  2022-10-19T02:42Z [----] followers, [--] engagements


"$SNAP had a market cap at peak above $130B barely makes any money & basically has no value to society O&G trades at 20-40% FCF & people think we are crazy for buying these names I posit that it is the market who is crazy and we will make out like bandits #COM #OOTT #EFT 💰🛢"  
[X Link](https://x.com/anyuser/status/1583438870175453184)  2022-10-21T12:43Z [----] followers, [--] engagements


"Oh so $VLO says US fuel demand above [----] but the US says its below COVID Wonder which dataset is correct #COM #OOTT #EFT Bloomberg: *VALERO SAYS US FUEL DEMAND HAS SURPASSED [----] LEVELS 🤯 Bloomberg: *VALERO SAYS US FUEL DEMAND HAS SURPASSED [----] LEVELS 🤯"  
[X Link](https://x.com/anyuser/status/1584859829893373952)  2022-10-25T10:50Z [----] followers, [--] engagements


"812 views. & people think #Energy is crowded Think about the energy market its size & impact on the world If Elon at $TSLA gave a speech for [--] minutes would it have [---] views after a day Think about it. #COM $SPX $NDX #ValueInvesting #Alpha https://www.youtube.com/watchv=7fcWKZpH1mw https://www.youtube.com/watchv=7fcWKZpH1mw"  
[X Link](https://x.com/anyuser/status/1585262029501337603)  2022-10-26T13:28Z [----] followers, [--] engagements


"Honestly I have yet to find anybody on this platform tell me where #oil supply growth comes from post [----] anybody able to solve this problem #COM #EFT #OOTT"  
[X Link](https://x.com/anyuser/status/1585442566685745159)  2022-10-27T01:25Z [----] followers, [---] engagements


"Hasnt @CornerstoneOil been on this story basically forever #COM #OOTT #EFT The Mystery of Americas Millions of Missing Oil Barrels #oott https://t.co/yIKIyi3bdm The Mystery of Americas Millions of Missing Oil Barrels #oott https://t.co/yIKIyi3bdm"  
[X Link](https://x.com/anyuser/status/1586801842251522056)  2022-10-30T19:26Z [----] followers, [--] engagements


"Wen $AAPL tax"  
[X Link](https://x.com/anyuser/status/1587180546635038725)  2022-10-31T20:31Z [----] followers, [--] engagements


"IF YOUR COMPANY DOES NOT DO A SIB IN [----] YOU NEED TO FIRE MANAGEMENT #COM #OOTT #EFT #BUYBACKS *CANADA TO IMPOSE 2% TAX ON STOCK BUYBACKS AS OF JAN. [--] [----] *CANADA TO IMPOSE 2% TAX ON STOCK BUYBACKS AS OF JAN. [--] 2024"  
[X Link](https://x.com/anyuser/status/1588261686213246977)  2022-11-03T20:07Z [----] followers, [--] engagements


"Can we get a scam in the Canadian oil patch so that it can get this much media coverage #COM #OOTT #EFT"  
[X Link](https://x.com/anyuser/status/1591459289444782081)  2022-11-12T15:53Z [----] followers, [--] engagements


"Sounds so simple why do so few people understand #COM oil production has fallen 50% from a peak of [---] MMBpd in [----] to [---] MMBpd this year and expected to further drop by 500k bbl/d by [----]. Decline rates never sleep and any new oil production worldwide must first mitigate legacy declines before adding incremental supply. 🛢💰 https://t.co/GaSSLEvPXd oil production has fallen 50% from a peak of [---] MMBpd in [----] to [---] MMBpd this year and expected to further drop by 500k bbl/d by [----]. Decline rates never sleep and any new oil production worldwide must first mitigate legacy declines before"  
[X Link](https://x.com/anyuser/status/1593076199940829185)  2022-11-17T02:58Z [----] followers, [--] engagements


"WTI +2% and yet many equities up 50%+ what happens if we get $80-100 oil for 2-3 years Yeah #money thats what #COM #OOTT #EFT #Alpha #ValueInvesting #StockMarket $SPX #NDX Commodity price changes over the last year. Heating Oil: +43% Natural Gas: +29% Corn: +17% Soybeans: +13% Brent Crude +8% US CPI: +7.7% Gasoline: +5% WTI Crude: +2% Sugar: -1% Wheat: -1% Zinc: -4% Gold: -6% Copper: -16% Silver: -16% Cotton: -26% Coffee: -34% Lumber: -44% Commodity price changes over the last year. Heating Oil: +43% Natural Gas: +29% Corn: +17% Soybeans: +13% Brent Crude +8% US CPI: +7.7% Gasoline: +5% WTI"  
[X Link](https://x.com/anyuser/status/1593980227570601984)  2022-11-19T14:51Z [----] followers, [--] engagements


"Nah demand is 💀 #Oil to -21$ #COM #OOTT #EFT India's fuel consumption a proxy for oil demand rose 10.2% year-on-year in November to [-----] million tonnes data from the Petroleum Planning and Analysis Cell #india #energy #com #oott https://t.co/NQ1nEaRhhA India's fuel consumption a proxy for oil demand rose 10.2% year-on-year in November to [-----] million tonnes data from the Petroleum Planning and Analysis Cell #india #energy #com #oott https://t.co/NQ1nEaRhhA"  
[X Link](https://x.com/anyuser/status/1601194428462686208)  2022-12-09T12:37Z [----] followers, [--] engagements


"More bearish #oil news. when will it end #COM #OOTT #EFT Russia's crude exports are dropping by the way. Down 500k b/d to 700k b/d m-o-m (month-to-date). Russia's crude exports are dropping by the way. Down 500k b/d to 700k b/d m-o-m (month-to-date)"  
[X Link](https://x.com/anyuser/status/1602731844818305024)  2022-12-13T18:27Z [----] followers, [--] engagements


"Sell $MEG.TO and $ATH.TO and buy $VET and $ARX.TO yeah I said it #COM #OOTT #EFT #AntiMomentum #Contrarian #ValueInvesting YTD Performance of Canadian O&G producers vs Production Mix. #com #oott https://t.co/EOvucutbSB YTD Performance of Canadian O&G producers vs Production Mix. #com #oott https://t.co/EOvucutbSB"  
[X Link](https://x.com/anyuser/status/1624488278115209217)  2023-02-11T19:19Z [----] followers, 18.5K engagements


"#Buybacks Shots fired: When you are told that all repurchases are harmful to shareholders or to the country or particularly beneficial to CEOs you are listening to either an economic illiterate or a silver-tongued demagogue (characters that are not mutually exclusive) Buffett"  
[X Link](https://x.com/anyuser/status/1629512925760061440)  2023-02-25T16:05Z [----] followers, [----] engagements


"From TD: FCF Yields at $60 WTI/$2.25 HH #COM #OOTT #EFT"  
[X Link](https://x.com/anyuser/status/1636081665071087616)  2023-03-15T19:07Z [----] followers, 20.4K engagements


"All I hear when the IEA speaks #COM BREAKING: International Energy Agency says OPEC+ production cuts will intensify the 'siege' on oil consumers BREAKING: International Energy Agency says OPEC+ production cuts will intensify the 'siege' on oil consumers"  
[X Link](https://x.com/anyuser/status/1646811577687965696)  2023-04-14T09:44Z [----] followers, [----] engagements


"Even for the strongest of oil bulls its hard to keep believing in $100+ oil. But maybe the whispers are correct and OPEC+ will cut and Russia will slow and we will draw massively in H2 Time will tell We stand on the cusp of very meaningful inventory draws that we believe will be unignorable to those still f.e.a.r.ful of significant recessionary-induced demand destruction. Refuse to allow price to set narrative https://t.co/EgRnlEXTid We stand on the cusp of very meaningful inventory draws that we believe will be unignorable to those still f.e.a.r.ful of significant recessionary-induced demand"  
[X Link](https://x.com/anyuser/status/1656076435340107777)  2023-05-09T23:19Z [----] followers, 31.9K engagements


"What happens when we get to [---] degrees + this summer 🔥 #NatGas #Natgas powerburn demand is crushing it. Despite mild temperatures powerburn reached [----] BCF/d yesterday up +7.9 BCF/d vs [----] the largest year-over-year gain this season. With robust production & soft LNG exports powerburn is almost singlehandedly balancing supply & demand. https://t.co/MSAG5FzF8s #Natgas powerburn demand is crushing it. Despite mild temperatures powerburn reached [----] BCF/d yesterday up +7.9 BCF/d vs [----] the largest year-over-year gain this season. With robust production & soft LNG exports powerburn is"  
[X Link](https://x.com/anyuser/status/1665391875346386951)  2023-06-04T16:15Z [----] followers, [----] engagements


"So basically the story @WhiteTundraSG and @sohaibab9 and friends have been saying all year is legit #COM #OOTT #Oil #TaleOfTwoHalves #OilNotDeadYet OIL MARKET: I'm a contrarian here but I continue to see no evidence of weak demand growth in the oil market. It may not be as spectacular as some had hoped but for now at least global petroleum demand is doing fine. Consumption will hit an all-time in [----] #OOTT OIL MARKET: I'm a contrarian here but I continue to see no evidence of weak demand growth in the oil market. It may not be as spectacular as some had hoped but for now at least global"  
[X Link](https://x.com/anyuser/status/1666468848915161094)  2023-06-07T15:35Z [----] followers, [----] engagements


"$VET.TO looking a bit silly here given this move in TTF. Had to buy a little lets see how the next [--] months go. Europe seems complacent on their #NatGas security. Right tail risk seems high here for next winter #COM #OOTT #EFT #ValueInvesting #Alpha #VNDY"  
[X Link](https://x.com/anyuser/status/1669017635500044289)  2023-06-14T16:23Z [----] followers, [----] engagements


"Specialists: #Oil will be in short supply and H2 draws will surprise prices will rise Market: #COM #OOTT #EFT"  
[X Link](https://x.com/anyuser/status/1671917829967192064)  2023-06-22T16:27Z [----] followers, [----] engagements


"So this is good right #NatGas HAYNESVILLE RIG COUNT DOWN [--] TO [--] VS [--] YEAR AGO. #NATGAS https://t.co/Xkv6Z12RDX HAYNESVILLE RIG COUNT DOWN [--] TO [--] VS [--] YEAR AGO. #NATGAS https://t.co/Xkv6Z12RDX"  
[X Link](https://x.com/anyuser/status/1674826531158343798)  2023-06-30T17:05Z [----] followers, 12.3K engagements


"Can we just get it over with and realize these additional Saudi #oil cuts are going to last as long as oil price remains low maybe Dec maybe through [----] but hey if market doesnt see that better for longs extra boost every month #COM BREAKING: Saudi Arabia announces it will extend into August its 1m b/d unilateral oil production cut (and says it may be extended further) #OOTT #SaudiArabia https://t.co/OYJrkIGZYZ BREAKING: Saudi Arabia announces it will extend into August its 1m b/d unilateral oil production cut (and says it may be extended further) #OOTT #SaudiArabia https://t.co/OYJrkIGZYZ"  
[X Link](https://x.com/anyuser/status/1675821452963061760)  2023-07-03T10:59Z [----] followers, [----] engagements


"Fuck off you feel no different. Thats BS from somebody who has likely been a well paid high earner 4ever Have somebody make normal $ become a millionaire then we can talk Not having a mortgage/not having to worry about income is a life changer so I repeat Fuck off its BS I feel no different after becoming a Millionaire. Dont get caught up in destination syndrome. I feel no different after becoming a Millionaire. Dont get caught up in destination syndrome"  
[X Link](https://x.com/anyuser/status/1676363700091998211)  2023-07-04T22:53Z [----] followers, 17.8K engagements


"These guys are adding gas rigs. #NatGas BH Rig Count 07/07 Oil [---] Gas +11 Total +6 Permian +1 #oott #CrudeOil BH Rig Count 07/07 Oil [---] Gas +11 Total +6 Permian +1 #oott #CrudeOil"  
[X Link](https://x.com/anyuser/status/1677362580896063512)  2023-07-07T17:02Z [----] followers, [----] engagements


"Sooo what happens when everyone starts chasing #energy again when #oil goes back to $80-$85 Sometimes its better to be early and just wait for the trade to come to you #VNDY #ValueInvesting #Alpha #COM 💰 YTD Sector Flows https://t.co/L71YpATbit 💰 YTD Sector Flows https://t.co/L71YpATbit"  
[X Link](https://x.com/anyuser/status/1677693542653743106)  2023-07-08T14:58Z [----] followers, [----] engagements


"Interesting news out of WesCan last night. New proposed director slate contains some familiar #COM individuals 👀 I would also like to wish our friends @WhiteTundraSG and @sohaibab9 the best of luck with this new challenge $WCE.V https://finance.yahoo.com/news/leo-berezan-reaches-settlement-proxy-210500292.html https://finance.yahoo.com/news/leo-berezan-reaches-settlement-proxy-210500292.html"  
[X Link](https://x.com/anyuser/status/1694706840779518224)  2023-08-24T13:42Z [----] followers, [----] engagements


"Ed Morse last night. #COM #OOTT #EFT Sadly Ed Morse cancelled on our oil bull vs. oil bear debate this morning but my weekend of debate prep was not for naught. Join me at 11:05am ET on @BNNBloomberg where I will dissect Ed's ultra bearish thesis and explain why we see continued oil inventory draws ahead. Sadly Ed Morse cancelled on our oil bull vs. oil bear debate this morning but my weekend of debate prep was not for naught. Join me at 11:05am ET on @BNNBloomberg where I will dissect Ed's ultra bearish thesis and explain why we see continued oil inventory draws ahead"  
[X Link](https://x.com/anyuser/status/1706298225160765925)  2023-09-25T13:22Z [----] followers, [----] engagements


"Step away from PC for a day and oil stocks go -6% #COM #OOTT #EFT"  
[X Link](https://x.com/anyuser/status/1708860243701096510)  2023-10-02T15:03Z [----] followers, [----] engagements


"I hear more jobs mean less oil demand right Canada adds 63.8k jobs in September vs 20k est. US adds 336k jobs September vs 170k est. Canada adds 63.8k jobs in September vs 20k est. US adds 336k jobs September vs 170k est"  
[X Link](https://x.com/anyuser/status/1710273002795934156)  2023-10-06T12:37Z [----] followers, [----] engagements


"They will keep cuts as long as oil is below $90-100 Market doesnt believe it yet but it will #Oil #COM #OOTT OIL MARKET: Saudi Arabia confirms extension of its unilateral 1m b/d production cut into December. Crucially Riyadh says that next month it would review its decision again opening the door for extending the cut into [----] #OOTT #SaudiArabia https://t.co/ZqjQpvoiqo OIL MARKET: Saudi Arabia confirms extension of its unilateral 1m b/d production cut into December. Crucially Riyadh says that next month it would review its decision again opening the door for extending the cut into [----] #OOTT"  
[X Link](https://x.com/anyuser/status/1721170060813754830)  2023-11-05T14:18Z [----] followers, 13.1K engagements


"Solid stuff from little Pelican GL next week Cold AF out there but the little Pelican still practicing. Korea bound next week. LFG https://t.co/8ORlR0GK33 Cold AF out there but the little Pelican still practicing. Korea bound next week. LFG https://t.co/8ORlR0GK33"  
[X Link](https://x.com/anyuser/status/1746391611800433114)  2024-01-14T04:39Z [----] followers, [----] engagements


"1. Doubt it [--]. If true watch #oil selloff to $69 #COM 🚨#BREAKING: As early as tonight President Joe Biden will authorise US military action in the Middle East 🚨#BREAKING: As early as tonight President Joe Biden will authorise US military action in the Middle East"  
[X Link](https://x.com/anyuser/status/1752111568479810038)  2024-01-29T23:28Z [----] followers, [----] engagements

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