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# ![@andrewcoye Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::225993181.png) @andrewcoye Andrew Coye

Andrew Coye posts on X about $gtx, $siri, $aer, $wfc the most. They currently have XXXXX followers and 1223 posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::225993181/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:interactions.svg)

- X Week XXXXXX +296%
- X Month XXXXXX +26%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::225993181/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:posts_active.svg)

- X Week XX +43%
- X Month XX +1.70%
- X Months XXX -XX%
- X Year XXX +9%

### Followers: XXXXX [#](/creator/twitter::225993181/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:followers.svg)

- X Week XXXXX +0.66%
- X Month XXXXX +1.10%
- X Months XXXXX +15%
- X Year XXXXX +35%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::225993181/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::225993181/influence)
---

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

**Social topic influence**
[$gtx](/topic/$gtx), [$siri](/topic/$siri) #4, [$aer](/topic/$aer) #3, [$wfc](/topic/$wfc) #154, [$brkb](/topic/$brkb), [berkshire hathaway](/topic/berkshire-hathaway), [$lsxmk](/topic/$lsxmk) #1, [$qvcga](/topic/$qvcga) #1, [$qvcgp](/topic/$qvcgp) #1, [buybacks](/topic/buybacks)

**Top accounts mentioned or mentioned by**
[@valuescreener](/creator/undefined) [@fishtowncap](/creator/undefined) [@batman10023](/creator/undefined) [@joeysylvio](/creator/undefined) [@adaisy245](/creator/undefined) [@southwardvernon](/creator/undefined) [@tidefallcapital](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@bankingip](/creator/undefined) [@elonmusk](/creator/undefined) [@wabuffo](/creator/undefined) [@jefke00](/creator/undefined) [@brianlorraine1](/creator/undefined) [@xom2themoon](/creator/undefined) [@kejca](/creator/undefined) [@leviathancapit1](/creator/undefined) [@michaeljblurry](/creator/undefined) [@ryancohen](/creator/undefined) [@commonsense6174](/creator/undefined) [@goodhousecap](/creator/undefined)

**Top assets mentioned**
[Gigantix Wallet (GTX)](/topic/$gtx) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Aercap Holdings N.V. (AER)](/topic/$aer) [Wells Fargo & Co (WFC)](/topic/$wfc) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)](/topic/$lsxmk) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [FANG Token (FANG)](/topic/$fang) [Pioneer Natural Resources Co (PXD)](/topic/$pxd) [Exxon Mobil (XOM)](/topic/$xom) [Spotify Technology (SPOT)](/topic/$spot) [Apple, Inc. (AAPL)](/topic/$aapl) [SATS (Ordinals) (SATS)](/topic/$sats) [Charter Communications Inc (CHTR)](/topic/$chtr) [Liberty Broadband, Corp. (LBRDA)](/topic/$lbrda) [Walmart, Inc. (WMT)](/topic/$wmt) [Shopify Inc (SHOP)](/topic/$shop) [Artificial Intelligence (AI4)](/topic/$ai4) [Etsy Inc (ETSY)](/topic/$etsy) [ArchLoot (AL)](/topic/$al) [Hertz Network (HTZ)](/topic/$htz) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh)
### Top Social Posts [#](/creator/twitter::225993181/posts)
---
Top posts by engagements in the last XX hours

"The QVC Inc. 10K states "There is one holder of record of our equity Qurate Retail Group Inc. an indirect wholly-owned subsidiary of QVC Group Inc. formerly Qurate Retail Inc." QRG is indirect so not owned directly by QVC Inc. Isn't it likely that QRG is owned by Linta LLC further up the chain as implied by the org chart slides"  
[X Link](https://x.com/andrewcoye/status/1972006869808943125) [@andrewcoye](/creator/x/andrewcoye) 2025-09-27T18:34Z 2299 followers, XXX engagements


"✅Wells Fargo $WFC increases ROTCE target from XX% to 17-18%. It has and will be a long journey but CEO Charlie Scharf now appointed Chairman and CEO and signed-on for X more years. The long runway for growth and profitability continues"  
[X Link](https://x.com/andrewcoye/status/1978052326775480701) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T10:56Z 2299 followers, 2833 engagements


"Anyone still discussing $QVCGA $QVCGP Here's a swag of the capital structure at both par and current market prices. Next significantly maturity is $XXX billion drawn RCF in late October'26. 3Q'25 earnings report on X Nov 2025. Is an out-of-court solution possible Too many cooks in the kitchen ready to spoil an LME Are the banks (revolver) or the QVCN senior secured in the driver seat For the Bankruptcy crowd any value in fulcrum securities elsewhere in the capital structure @_TJ_Detweiler_ @yummyCenturyEgg @adjebitdax each with excellent coverage to this point for those interested to dive"  
[X Link](https://x.com/andrewcoye/status/1978819939076034841) [@andrewcoye](/creator/x/andrewcoye) 2025-10-16T13:46Z 2299 followers, 1895 engagements


"Adding the $QVCGA $QVCGP QVC business trends to illustrate why the capital structure is priced and rated CCC. QxH is the domestic and international QVC & HSN reporting segment"  
[X Link](https://x.com/andrewcoye/status/1978820910615249407) [@andrewcoye](/creator/x/andrewcoye) 2025-10-16T13:50Z 2299 followers, XXX engagements


"2Q'25 Update: 2025 "Idea of the year" $GTX Garrett Motion Inc. - Continued strong operating performance in 1H delivered $XXX million EBITDA and $XXX million adj. FCF. - Strong EUR fx to drive 2H positive Revenue growth - Mitigating full tariff exposure in '25 +10% raise to mid-point of '25E EBITDA guidance +7% raise to mid-point of '25E FCF Guide 2.0x net leverage - Added to Russell 2000 index - Buybacks lower than expected probably related to down-sized attempted 19mm secondary share placement XX% of 1H FCF used for dividend & buybacks vs 75%+ guidance Guidance implies $XXX million buyback"  
[X Link](https://x.com/andrewcoye/status/1948384258650714446) [@andrewcoye](/creator/x/andrewcoye) 2025-07-24T14:06Z 2299 followers, 23.5K engagements


"As a long time $GTX commentator I believe the outlook remains quite good especially with coming US gasoline hybrids and Industrial applications but think $X EPS and 13x PE so soon are quite optimistic assumptions. To my pleasant surprise we've already reached 10x PE reducing effectiveness of buybacks to drive that EPS. Hope he's correct"  
[X Link](https://x.com/andrewcoye/status/1951995031306338678) [@andrewcoye](/creator/x/andrewcoye) 2025-08-03T13:14Z 2300 followers, XXX engagements


"$GTX Garrett Motion Inc. share buybacks continue. Aug'25 edition. I believe the 13D/A confirms that GTX repurchased the X million shares from Oaktree for $XXXXX. The Centerview and Cyrus sales appear to all be on the open market not to GTX. "(c) On August XX 2025 the Direct Holders sold an aggregate of 5000000 shares of Common Stock to the Issuer for $XXXXX per share.""  
[X Link](https://x.com/andrewcoye/status/1958802962110628304) [@andrewcoye](/creator/x/andrewcoye) 2025-08-22T08:06Z 2300 followers, 1250 engagements


"@UnclePennyBagz3 How about $GTX prior to the lastest run with $350mm+ of FCF and 75%+ return to shareholders in the form of buyback and dividend. Share count -XX% and counting. Says it all"  
[X Link](https://x.com/andrewcoye/status/1960118879142793639) [@andrewcoye](/creator/x/andrewcoye) 2025-08-25T23:15Z 2300 followers, XXX engagements


"@atelicinvest Has been closer to 5.5-6.5x FCF for the last X years but $GTX has worked out well so far. Flat revenues consistent FCF disliked sector because of EV adoption fears. Aggressive buybacks"  
[X Link](https://x.com/andrewcoye/status/1967050445656125508) [@andrewcoye](/creator/x/andrewcoye) 2025-09-14T02:19Z 2300 followers, 2639 engagements


"Negative cash flow. at a bank I'd be happy to discuss this topic. I think you may have an overly narrow focus on a few rows of the balance sheet and potentially the wrong mental model for banks funding and cash flow dynamics. $WFC has excess liquidity (liquid assets) and equity (funding) a majority of its liability funding is from $XXX trillion of deposits at XXX% total cost and primarily uses long-term debt to meet TLAC regulatory ratios"  
[X Link](https://x.com/andrewcoye/status/1978433584609345578) [@andrewcoye](/creator/x/andrewcoye) 2025-10-15T12:11Z 2299 followers, XX engagements


"Latest $FANG Diamondback acquisition details. Acreage map demonstrates the impressive scale of existing operations post Endeavor. Attaching the former Pioneer ( $PXD) acreage map to show how $FANG could fit like a glove around $XOM Midland operations someday"  
[X Link](https://x.com/andrewcoye/status/1891810366465724563) [@andrewcoye](/creator/x/andrewcoye) 2025-02-18T11:21Z 2299 followers, 4015 engagements


"WSJ " Apple Makes Music Push in Radio After Losing Ground to $SPOT" Now that $SIRI has retreated from streaming - does a JV or partnership with $AAPL make all the sense in the world SIRI in car experience unchanged (maybe improved CarPlay integration) but all content also on Apple Music with a bundled subscription. Economics tough to workout but sure seems better than shrinking into irrelevance compared to Spotify and $GOOG YouTube. Car subscribers vital to Sirius and streaming sub a complement rather than a threat for both. Pandora below in "All Other""  
[X Link](https://x.com/andrewcoye/status/1960706404655722691) [@andrewcoye](/creator/x/andrewcoye) 2025-08-27T14:10Z 2299 followers, 1462 engagements


"$SIRI CEO Comments: -Finally upped FCF guidance for 2025 to $XXX billion from $XXXX billion citing OBBB tax breaks and lower satelite spend. "So we've raised this year's guide to $XXX billion. We have a target for 2027 as you know of $XXX billion in free cash flow. .towards the end of next year we should be closer to our target leverage range to further expand on our capital returns program. And then beyond that we have optionality with our satellite spectrum." On Howard Stern contract renewal: "Yes. I think he's been core to our platform for over XX years. So I'm confident we'll get to the"  
[X Link](https://x.com/andrewcoye/status/1963345391572914463) [@andrewcoye](/creator/x/andrewcoye) 2025-09-03T20:56Z 2299 followers, 4311 engagements


"$SATS Echostar Chairman Charlie Ergen disclosed today that they'd come "very close" to acquiring $SIRI SiriusXM. Would love to know the when/where and price ranges of those discussions. Who else would be in the market for a satellite music subscription business and XX MHz of XXX GHz spectrum"  
[X Link](https://x.com/andrewcoye/status/1967584617281577167) [@andrewcoye](/creator/x/andrewcoye) 2025-09-15T13:41Z 2300 followers, 5123 engagements


"Off the beaten path but within the Liberty complex: comScore $SCOR proposes to simplify its capital structure in agreement with its preferred stockholders $CHTR $LBRDA and Cerberus. Agreement converts existing $XXX million of XXX% Series B preferred stock into $XX million of common stock at $XXXX and $XXX million into zero coupon Series C preferred stock convertible into common at $XXXX. Preferred conversion will represent XX% of the total common stock with XXXX million as-converted shares outstanding. $XX million of debt $XX million of cash. Business generating $360+ million sales and"  
[X Link](https://x.com/andrewcoye/status/1972635265186382235) [@andrewcoye](/creator/x/andrewcoye) 2025-09-29T12:11Z 2299 followers, 1298 engagements


"For anyone looking for value here's a story you want to start following: Wells Fargo $WFC Banking at scale. Excellent management. Sensible capital allocation. Implementing $GOOG GCP Cloud and Gemini AI. And a long runway for EPS growth. Key Metrics & Valuation: $XXXX EPS (ttm) and growing 13x P/E Ratio 1.5x P/B Ratio XX% Return on Equity trending higher -XX% decline in share count (buybacks) since 2019 XXX% dividend yield"  
[X Link](https://x.com/andrewcoye/status/1978056479555887251) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T11:13Z 2299 followers, 2673 engagements


"Retailers take note: You want to be relevant Run don't walk to ChatGPT: "Walmart $WMT is teaming up with OpenAI to enable shoppers to browse and purchase its products on ChatGPT the retailers latest push to incorporate artificial intelligence. Users will be able to shop Walmarts assortment directly on ChatGPT by clicking a buy button OpenAI also has deals with $ETSY and $SHOP to allow ChatGPT users to buy products from their merchants." QVC $QVCGA $QVCGP.live social shopping. @alexwellen @DavidRawlinson @QVC"  
[X Link](https://x.com/andrewcoye/status/1978107210031865937) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T14:34Z 2300 followers, XXX engagements


"Air Lease $AL filed its PREM14A merger document for its $XX per share take private deal. It appears Aercap $AER did make an unsolicited offer to merge / purchase $AL in an all-stock deal following U-H's retirement announcement. The $AL financial projections through '28E were also included and assume $XXX billion annual sales at a +13% gain on sale margin. This resulted in a +13% CAGR Adjusted EPS growth forecast due to moderating finance costs and growing lease rents. $AER approach details below: "Also on March13 2025 the Company $AL announced that Mr.Udvar-Hzy would retire from his executive"  
[X Link](https://x.com/andrewcoye/status/1978700973871706289) [@andrewcoye](/creator/x/andrewcoye) 2025-10-16T05:54Z 2299 followers, 1531 engagements


"@david_katunaric Better to not be a superstar. However @BillAckman consistently pitches relatively original ideas. He is of course limited to a large cap size universe. Even recently: $FNMA $HTZ $GOOG $HHH he's got range and depth"  
[X Link](https://x.com/andrewcoye/status/1978838721953751460) [@andrewcoye](/creator/x/andrewcoye) 2025-10-16T15:01Z 2300 followers, 2574 engagements