[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @cycle_strategy Cycle Investment Strategy There is growing optimism in the energy and commodity sectors, particularly in offshore energy stocks like $RIG and $VAL, which are showing strong performance and bullish setups. Additionally, Brazilian equities and emerging markets are also gaining attention due to low PE ratios and potential breakouts, with $EWZ recently breaking out of a decade-long descending triangle. Several high-conviction investment plays are being shared, including opportunities in Latin America and commodities like oil and silver. ### Engagements: XXXXX [#](/creator/twitter::1370859790004539397/interactions)  - X Week XXXXXX +88% - X Month XXXXXXX -XX% - X Months XXXXXXX +221% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1370859790004539397/posts_active)  - X Week X -XX% - X Month XX -XX% - X Months XXX +54% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1370859790004539397/followers)  - X Week XXXXX +0.57% - X Month XXXXX +5.20% - X Months XXXXX +42% - X Year XXXXX +81% ### CreatorRank: XXXXXXX [#](/creator/twitter::1370859790004539397/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [stocks](/topic/stocks) #1122, [strong](/topic/strong) 16.67%, [$val](/topic/$val) #14, [$rig](/topic/$rig) #13, [$sbsw](/topic/$sbsw) #2, [inflation](/topic/inflation) #974, [bullish](/topic/bullish) 5.56%, [buckle](/topic/buckle) 5.56%, [reaching](/topic/reaching) 5.56%, [$pypl](/topic/$pypl) XXXX% **Top accounts mentioned or mentioned by** [@secrets4stocks](/creator/undefined) [@kacper_pk_ch](/creator/undefined) [@stockstormx](/creator/undefined) **Top assets mentioned** [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [PayPal Holdings Inc (PYPL)](/topic/$pypl) ### Top Social Posts Top posts by engagements in the last XX hours "$VAL is approaching the 200-week moving average after its strong rally and it seems like we may encounter some resistance here before continuing higher #oil #offshore #valaris" [X Link](https://x.com/cycle_strategy/status/1990516619521802483) 2025-11-17T20:25Z 6845 followers, 10.4K engagements "What can we say sometimes stocks just do exactly what you expect. $SBSW with another nice move after a well-needed consolidation. #Sibanye #PGMs" [X Link](https://x.com/cycle_strategy/status/1978916286856847377) 2025-10-16T20:09Z 6854 followers, 9790 engagements "$VAL continues to show impressive strength up more than XX% since our re-entry with a clean steadily rising chart. Solid buying volume in this one and a potential inside candle forming today after the breakout adds to this constructive setup #valaris #offshore #oil" [X Link](https://x.com/cycle_strategy/status/1996667994022596748) 2025-12-04T19:48Z 6854 followers, 6354 engagements "$SBSW update: After some consolidation following our last post #Sibanye made another push toward the October highs. The long-term outlook remains bullish some more consolidation before more upside wouldnt surprise us though longer-term #cycles are never a straight line. Were very happy with how the #stock explosively broke out of its base and is now sitting comfortably in profit but periods of consolidation are simply part of the game - lets see what comes next. #PGMs #commodities #palladium #platin" [X Link](https://x.com/cycle_strategy/status/1996726458316726319) 2025-12-04T23:40Z 6854 followers, 3562 engagements "$RIG is moving like clockwork and reaching its 52-week high. On top of that among the strongest performers in the #offshore sector - much more long-term upside ahead #oil" [X Link](https://x.com/cycle_strategy/status/1997018351025926274) 2025-12-05T19:00Z 6854 followers, 9652 engagements "Everyone who said Paypal will come back (earnings wise) in 2022 was right and lost another 50%. brutal $PYPL" [X Link](https://x.com/cycle_strategy/status/1997696756046602313) 2025-12-07T15:56Z 6854 followers, 5708 engagements "While everyone is fleeing #Chinese equities the sector actually looks pretty interesting here Were seeing a Stage X breakout with a clean backtest currently $KWEB is pretty likely to be leaving the bottoming range its been stuck in since 2022 definitely something to keep an eye on #china" [X Link](https://x.com/cycle_strategy/status/1998122843423301742) 2025-12-08T20:09Z 6854 followers, 8160 engagements "3/ In theory high inflation should support higher valuations. In practice rising rates overwhelm that and crush multiples. The only time this breaks is when long-term yields are capped: QE YCC or a belief the central bank wont allow bonds to collapse" [X Link](https://x.com/cycle_strategy/status/1998390791987769755) 2025-12-09T13:54Z 6854 followers, XXX engagements "4/ When long yields are contained there is no competitive return to pull capital from equities. The earnings yield of cyclical stocks becomes attractive. Capital stays nominal earnings rise and valuations can rise too. Its the inverse of the usual tightening cycle" [X Link](https://x.com/cycle_strategy/status/1998390793900610029) 2025-12-09T13:54Z 6854 followers, XXX engagements "6/ Theres another effect. If inflation stays high while long yields are capped the dollar weakens. Capital starts searching for real yield elsewhere. That search is rarely subtle. It tends to be large directional and concentrated. EM especially LATAM is a natural outlet" [X Link](https://x.com/cycle_strategy/status/1998390798690427100) 2025-12-09T13:54Z 6854 followers, XX engagements "7/ In the 2000s rising commodities strong nominal growth and USD debt melting away created a macro flywheel. Brazilian equities even traded at a premium to U.S. stocks. The narrative of hungry populations and faster growth became so strong retail banks sold BRICS funds to the masses" [X Link](https://x.com/cycle_strategy/status/1998390801261298100) 2025-12-09T13:54Z 6854 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@cycle_strategy Cycle Investment Strategy
There is growing optimism in the energy and commodity sectors, particularly in offshore energy stocks like $RIG and $VAL, which are showing strong performance and bullish setups. Additionally, Brazilian equities and emerging markets are also gaining attention due to low PE ratios and potential breakouts, with $EWZ recently breaking out of a decade-long descending triangle. Several high-conviction investment plays are being shared, including opportunities in Latin America and commodities like oil and silver.
Engagements: XXXXX #
- X Week XXXXXX +88%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +221%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week X -XX%
- X Month XX -XX%
- X Months XXX +54%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.57%
- X Month XXXXX +5.20%
- X Months XXXXX +42%
- X Year XXXXX +81%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies XXXXX% stocks XXXX% technology brands XXXX% countries XXXX% currencies XXXX%
Social topic influence stocks #1122, strong 16.67%, $val #14, $rig #13, $sbsw #2, inflation #974, bullish 5.56%, buckle 5.56%, reaching 5.56%, $pypl XXXX%
Top accounts mentioned or mentioned by @secrets4stocks @kacper_pk_ch @stockstormx
Top assets mentioned Validity (VAL) Transocean LTD. (RIG) PayPal Holdings Inc (PYPL)
Top Social Posts
Top posts by engagements in the last XX hours
"$VAL is approaching the 200-week moving average after its strong rally and it seems like we may encounter some resistance here before continuing higher #oil #offshore #valaris"
X Link 2025-11-17T20:25Z 6845 followers, 10.4K engagements
"What can we say sometimes stocks just do exactly what you expect. $SBSW with another nice move after a well-needed consolidation. #Sibanye #PGMs"
X Link 2025-10-16T20:09Z 6854 followers, 9790 engagements
"$VAL continues to show impressive strength up more than XX% since our re-entry with a clean steadily rising chart. Solid buying volume in this one and a potential inside candle forming today after the breakout adds to this constructive setup #valaris #offshore #oil"
X Link 2025-12-04T19:48Z 6854 followers, 6354 engagements
"$SBSW update: After some consolidation following our last post #Sibanye made another push toward the October highs. The long-term outlook remains bullish some more consolidation before more upside wouldnt surprise us though longer-term #cycles are never a straight line. Were very happy with how the #stock explosively broke out of its base and is now sitting comfortably in profit but periods of consolidation are simply part of the game - lets see what comes next. #PGMs #commodities #palladium #platin"
X Link 2025-12-04T23:40Z 6854 followers, 3562 engagements
"$RIG is moving like clockwork and reaching its 52-week high. On top of that among the strongest performers in the #offshore sector - much more long-term upside ahead #oil"
X Link 2025-12-05T19:00Z 6854 followers, 9652 engagements
"Everyone who said Paypal will come back (earnings wise) in 2022 was right and lost another 50%. brutal $PYPL"
X Link 2025-12-07T15:56Z 6854 followers, 5708 engagements
"While everyone is fleeing #Chinese equities the sector actually looks pretty interesting here Were seeing a Stage X breakout with a clean backtest currently $KWEB is pretty likely to be leaving the bottoming range its been stuck in since 2022 definitely something to keep an eye on #china"
X Link 2025-12-08T20:09Z 6854 followers, 8160 engagements
"3/ In theory high inflation should support higher valuations. In practice rising rates overwhelm that and crush multiples. The only time this breaks is when long-term yields are capped: QE YCC or a belief the central bank wont allow bonds to collapse"
X Link 2025-12-09T13:54Z 6854 followers, XXX engagements
"4/ When long yields are contained there is no competitive return to pull capital from equities. The earnings yield of cyclical stocks becomes attractive. Capital stays nominal earnings rise and valuations can rise too. Its the inverse of the usual tightening cycle"
X Link 2025-12-09T13:54Z 6854 followers, XXX engagements
"6/ Theres another effect. If inflation stays high while long yields are capped the dollar weakens. Capital starts searching for real yield elsewhere. That search is rarely subtle. It tends to be large directional and concentrated. EM especially LATAM is a natural outlet"
X Link 2025-12-09T13:54Z 6854 followers, XX engagements
"7/ In the 2000s rising commodities strong nominal growth and USD debt melting away created a macro flywheel. Brazilian equities even traded at a premium to U.S. stocks. The narrative of hungry populations and faster growth became so strong retail banks sold BRICS funds to the masses"
X Link 2025-12-09T13:54Z 6854 followers, XXX engagements