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# ![@mailboxmoney6 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1113887358175178752.png) @mailboxmoney6 MailboxMoney

MailboxMoney posts on X about $oxy, $pr, gas, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1113887358175178752/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1113887358175178752/c:line/m:interactions.svg)

- [--] Week [------] -51%
- [--] Month [----------] +115,813%
- [--] Months [----------] +28,393%
- [--] Year [----------] +7,475%

### Mentions: [--] [#](/creator/twitter::1113887358175178752/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1113887358175178752/c:line/m:posts_active.svg)

- [--] Week [--] -6.30%
- [--] Month [--] no change
- [--] Months [---] +5.10%
- [--] Year [---] -26%

### Followers: [-----] [#](/creator/twitter::1113887358175178752/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1113887358175178752/c:line/m:followers.svg)

- [--] Week [-----] +0.02%
- [--] Month [-----] +0.43%
- [--] Months [-----] +3.30%
- [--] Year [-----] +5.30%

### CreatorRank: [---------] [#](/creator/twitter::1113887358175178752/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1113887358175178752/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  35% [finance](/list/finance)  18% [cryptocurrencies](/list/cryptocurrencies)  10% [countries](/list/countries)  7% [technology brands](/list/technology-brands)  4% [luxury brands](/list/luxury-brands)  4% [currencies](/list/currencies)  4% [automotive brands](/list/automotive-brands)  3% [social networks](/list/social-networks)  2% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$oxy](/topic/$oxy) 6%, [$pr](/topic/$pr) 4%, [gas](/topic/gas) #2339, [if you](/topic/if-you) 4%, [$fang](/topic/$fang) 3%, [$amrz](/topic/$amrz) 3%, [bullish](/topic/bullish) 3%, [$cve](/topic/$cve) 3%, [$xop](/topic/$xop) 3%, [market cap](/topic/market-cap) 3%

**Top accounts mentioned or mentioned by**
[@nicequarterguys](/creator/undefined) [@shaletier7](/creator/undefined) [@suicide95518428](/creator/undefined) [@tomloughreylfe](/creator/undefined) [@halkingt](/creator/undefined) [@war527](/creator/undefined) [@fracslap](/creator/undefined) [@bigideascapital](/creator/undefined) [@wellwerewaiting](/creator/undefined) [@wtibull](/creator/undefined) [@strapcap](/creator/undefined) [@arjunnmurti](/creator/undefined) [@hateag](/creator/undefined) [@bavedikian](/creator/undefined) [@minioptimus](/creator/undefined) [@sullycnbc](/creator/undefined) [@cnbc](/creator/undefined) [@lyndsey5280](/creator/undefined) [@mojomike14](/creator/undefined) [@hawtdeals1](/creator/undefined)

**Top assets mentioned**
[Oxygen (OXY)](/topic/$oxy) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Diamondback Energy Inc (FANG)](/topic/$fang) [Amrize Ltd (AMRZ)](/topic/$amrz) [Cenovus Energy Inc. (CVE)](/topic/$cve) [PPL Corp (PPL)](/topic/$ppl) [SM Energy Company (SM)](/topic/$sm) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Schlumberger NV (SLB)](/topic/$slb) [California Resources Corporation (CRC)](/topic/$crc) [Berry Data (BRY)](/topic/$bry) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Occidental Petroleum Corporation (OXY)](/topic/occidental-petroleum) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [BP p.l.c. (BP)](/topic/$bp) [Snap, Inc. (SNAP)](/topic/$snap) [Exxon Mobil (XOM)](/topic/$xom) [Crescent Energy Company (CRGY)](/topic/$crgy) [TC Energy Corporation (TRP)](/topic/$trp) [Nucor, Corp. (NUE)](/topic/$nue) [Edison International (EIX)](/topic/$eix) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [NextEra Energy Partners, LP (NEP)](/topic/$nep) [Alien Base (ALB)](/topic/$alb) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [NOW INC. (DNOW)](/topic/$dnow) [Halliburton Company (HAL)](/topic/$hal) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [EOG Resources Inc (EOG)](/topic/$eog) [Devon Energy Corp (DVN)](/topic/$dvn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Occidental Petroleum Corporation"  
[X Link](https://x.com/mailboxmoney6/status/1978545816961700099)  2025-10-15T19:37Z [----] followers, [----] engagements


"A buyside friend observed the in-basin management teams at $FANG $PUMP and $PR are younger and more innovative than many/most of the teams in Houston. IMO there is something to it"  
[X Link](https://x.com/mailboxmoney6/status/1989044924302426451)  2025-11-13T18:57Z [----] followers, 18.7K engagements


"$PR still slaps. Why do these guys trade at just 3.5x EBITDA"  
[X Link](https://x.com/mailboxmoney6/status/1996271892836274329)  2025-12-03T17:34Z [----] followers, 11.5K engagements


"@HalkingT That's why a deal makes sense for CIVI. Any buyer could accomplish that. Why should it be SM"  
[X Link](https://x.com/mailboxmoney6/status/2016594674858025097)  2026-01-28T19:30Z [----] followers, [--] engagements


"I am headed to the Middle East. Apparently there is a date market near where I am staying It's time to take my farmers market bacchanalia to the global stage"  
[X Link](https://x.com/mailboxmoney6/status/2019495944774099014)  2026-02-05T19:38Z [----] followers, [---] engagements


"".we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital" **oil and gas investors collectively shit their pants out of sheer PTSD**"  
[X Link](https://x.com/mailboxmoney6/status/2019534045017960863)  2026-02-05T22:10Z [----] followers, [----] engagements


"@ShaleTier7 Sometimes it's that simple. Which is probably causing me to overthink it"  
[X Link](https://x.com/mailboxmoney6/status/1996274982851330253)  2025-12-03T17:46Z [----] followers, [---] engagements


"@WAR527 My landscaper appeared in the Epstein files. It has been a tough [--] hours"  
[X Link](https://x.com/mailboxmoney6/status/2019533344183316530)  2026-02-05T22:07Z [----] followers, [---] engagements


"$PPL Pembina Pipeline They have EBITDA per share as a KPI in their execs' performance shares. Why isn't that an awful metric for a capital intensive business"  
[X Link](https://x.com/mailboxmoney6/status/1919476590599405827)  2025-05-05T19:37Z [----] followers, [----] engagements


"It's hard to see the industrial logic of merging $SM and $CIVI"  
[X Link](https://x.com/mailboxmoney6/status/2016281293450051796)  2026-01-27T22:44Z [----] followers, [----] engagements


"To their credit I just found out it's only fee-based EBITDA. That's more like it. $PPL $PPL Pembina Pipeline They have EBITDA per share as a KPI in their execs' performance shares. Why isn't that an awful metric for a capital intensive business $PPL Pembina Pipeline They have EBITDA per share as a KPI in their execs' performance shares. Why isn't that an awful metric for a capital intensive business"  
[X Link](https://x.com/mailboxmoney6/status/2016294293653381381)  2026-01-27T23:36Z [----] followers, [----] engagements


"FFS Suspenders has got to go"  
[X Link](https://x.com/mailboxmoney6/status/2018744798258319649)  2026-02-03T17:54Z [----] followers, [---] engagements


"These hyper scalers are like an out of control dystopian reboot of Brewster's Millions. If you gave me $200 billion - with the proviso I had to invest it all in real world projects - I could not even organize the ability to disburse that much money"  
[X Link](https://x.com/mailboxmoney6/status/2019534794305204720)  2026-02-05T22:13Z [----] followers, [---] engagements


"Circle of trust: there's a chance I might actually buy some $AMZN tomorrow like a total slutbag investor ".we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital" **oil and gas investors collectively shit their pants out of sheer PTSD** ".we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital" **oil and gas investors collectively shit their pants out of sheer PTSD**"  
[X Link](https://x.com/mailboxmoney6/status/2019537547496759672)  2026-02-05T22:24Z [----] followers, [---] engagements


"What is that cat Milei saying about opening up the Vaca Muerta Is $CFW going to be the stopped clock that eventually tells the right time #EFT. "  
[X Link](https://x.com/mailboxmoney6/status/1738585417010819126)  2023-12-23T15:40Z [----] followers, [----] engagements


"Has anyone seen the letter from Bluebell Capital to $BP"  
[X Link](https://x.com/mailboxmoney6/status/1754328683995869484)  2024-02-05T02:18Z [----] followers, [----] engagements


"$SNAP wen chapter"  
[X Link](https://x.com/mailboxmoney6/status/1754986610389844306)  2024-02-06T21:53Z [----] followers, [---] engagements


"Take a fucking seat because shit just got real. NY State Common is divesting from eight integrated companies it has determined are not transition ready including $XOM and wait for it. $UNTC Les jeux sont fait. Time to figure out a transition plan for the [--] BOSS rigs"  
[X Link](https://x.com/mailboxmoney6/status/1758228165057724909)  2024-02-15T20:33Z [----] followers, [----] engagements


"Any idea who does $EOG's gathering in the Bakken"  
[X Link](https://x.com/mailboxmoney6/status/1762631943055901182)  2024-02-28T00:12Z [----] followers, [----] engagements


"Ill give it to $SBOW. Going full DEI during a proxy battle is something their opponent probably didnt expect. Classic Sun Tzu"  
[X Link](https://x.com/mailboxmoney6/status/1773551372949930429)  2024-03-29T03:22Z [----] followers, [----] engagements


"$CRGY from the top rope $SBOW DEI Hail Mary worked"  
[X Link](https://x.com/mailboxmoney6/status/1791080492625744274)  2024-05-16T12:17Z [----] followers, [----] engagements


"Tell me why Im crazy to buy South Bow after $TRP spins it"  
[X Link](https://x.com/mailboxmoney6/status/1793715097141125504)  2024-05-23T18:46Z [----] followers, [----] engagements


"Wait Crescent Point changed their name to Veren Have they been sufficiently dragged @WTIBull do you need backup support"  
[X Link](https://x.com/mailboxmoney6/status/1814659280068620696)  2024-07-20T13:51Z [----] followers, [----] engagements


"$NUE gave Q3 EPS guidance 20% below consensus and the stock didnt flinch a whole lot. Is this the bottom for domestic steel"  
[X Link](https://x.com/mailboxmoney6/status/1836596705434992889)  2024-09-19T02:42Z [----] followers, [---] engagements


"$SLB announces definitive agreement to sell its interests in Palliser Block. Who is the buyer What is the price Details please. https://investorcenter.slb.com/news-releases/news-release-details/slb-announces-definitive-agreement-sell-its-interests-palliser https://investorcenter.slb.com/news-releases/news-release-details/slb-announces-definitive-agreement-sell-its-interests-palliser"  
[X Link](https://x.com/mailboxmoney6/status/1847048402695344342)  2024-10-17T22:53Z [----] followers, [----] engagements


"$ICD Good night sweet prince"  
[X Link](https://x.com/mailboxmoney6/status/1864014816115040368)  2024-12-03T18:32Z [----] followers, [---] engagements


"Does a Canadian royalty company have the wherewithal to be a savvy buyer of Permian minerals Discuss $FRU"  
[X Link](https://x.com/mailboxmoney6/status/1868784692432191728)  2024-12-16T22:26Z [----] followers, [----] engagements


"Am I crazy for wanting to buy $EIX here Stock is down 25%. Doesn't look like their equipment had anything to do with the fires. @Suicide95518428 @StrapCap"  
[X Link](https://x.com/mailboxmoney6/status/1879532854927069327)  2025-01-15T14:15Z [----] followers, [---] engagements


"How was @ArjunNMurti not already on the board of $LBRT Seems like the most obvious philosophical match between a board and a director Great addition"  
[X Link](https://x.com/mailboxmoney6/status/1883990254799245370)  2025-01-27T21:27Z [----] followers, [---] engagements


"I guess changing the name and ticker didn't throw shorts off the scent. Huh. $NEP $XIFR"  
[X Link](https://x.com/mailboxmoney6/status/1887667782059499783)  2025-02-07T01:00Z [----] followers, [----] engagements


"Is $ALB management on the short bus Spent [--] minutes looking at the financials. EBITDA roughly flat since [----]. Cash interest tripled. Net debt +30%. Share count up. Barely any dividend increase. Bottom of the cycle sure but looks like they wasted the boom"  
[X Link](https://x.com/mailboxmoney6/status/1889806431396016602)  2025-02-12T22:38Z [----] followers, [----] engagements


"Is there a bigger power move than walking into a meeting in a Brioni suit tie clip nice watch and removing your coat to reveal. A short sleeve dress shirt. That's right - bare forearms"  
[X Link](https://x.com/mailboxmoney6/status/1892263503614136669)  2025-02-19T17:22Z [----] followers, [----] engagements


"How does Hewlett Packard still have two nickels to rub together let alone be a title sponsor on the Ferrari"  
[X Link](https://x.com/mailboxmoney6/status/1892347216226120042)  2025-02-19T22:55Z [----] followers, [---] engagements


"Cenovus. What the hell. I don't even want to read the release"  
[X Link](https://x.com/mailboxmoney6/status/1892590642595049722)  2025-02-20T15:02Z [----] followers, [---] engagements


"I just noticed the scammers were trying to pump $OVV today an investment grade company. Unreal"  
[X Link](https://x.com/mailboxmoney6/status/1910853710508368076)  2025-04-12T00:33Z [----] followers, [---] engagements


"$STR $VNOM hot take: I like it. Viper picks up add'l scale at a good price w/Permian anchor. Easy synergies. Sitio's G&A was somewhat intractable. Lower cost of debt. Better path to deleveraging. Makes the equity more "inevitable" for investors"  
[X Link](https://x.com/mailboxmoney6/status/1930035857672810727)  2025-06-03T22:56Z [----] followers, [---] engagements


"Why does anyone take $TSLA seriously on AI They have $5.7bn of lease obligations and $1.1bn for leases not yet commenced. $AMZN $GOOG $META $MSFT have +$190bn of lease obligations and +$220bn for leases not yet commenced mainly for data centers"  
[X Link](https://x.com/mailboxmoney6/status/1930368544421916922)  2025-06-04T20:58Z [----] followers, [---] engagements


"Amrize. What an awful name for a company. $AMRZ"  
[X Link](https://x.com/mailboxmoney6/status/1937172927947874391)  2025-06-23T15:36Z [----] followers, [----] engagements


"This merger between $DNOW and $MRC looks interesting"  
[X Link](https://x.com/mailboxmoney6/status/1939753466953703542)  2025-06-30T18:30Z [----] followers, [---] engagements


"I feel bullish on Canada. Am I crazy - I cannot find an ETF of the Canadian market that is USD denominated. I found $XIU but that's in CAD Am I missing something We have 3x levered ETFs for ass coin but not a G7 stock market"  
[X Link](https://x.com/mailboxmoney6/status/1940542594360205704)  2025-07-02T22:46Z [----] followers, [----] engagements


"$HAL sees oilfield market as softer than expected but the stock is flat ๐Ÿง"  
[X Link](https://x.com/mailboxmoney6/status/1947701203909153273)  2025-07-22T16:52Z [----] followers, [---] engagements


"$CVE The energy investor's prayer: I humbly beg of you. Please please do not fuck me"  
[X Link](https://x.com/mailboxmoney6/status/1955320493906497774)  2025-08-12T17:28Z [----] followers, [----] engagements


"I have questions. Why is $EQNR so bad on safety $CVE too. Ecopetrol's and Eni's contractors are better than their FTEs Is PetroChina really that good on safety I'm skeptical"  
[X Link](https://x.com/mailboxmoney6/status/1955465938238836880)  2025-08-13T03:06Z [----] followers, [----] engagements


"$AMRZ CEO spent a casual $47mm buying 1mm shares after the Q2 earnings selloff. Mama like"  
[X Link](https://x.com/mailboxmoney6/status/1956099193396977904)  2025-08-14T21:02Z [----] followers, [---] engagements


"To the investor who took a massive dump in TC Energy's suite at the end of their meeting at Barclays. Thank you"  
[X Link](https://x.com/mailboxmoney6/status/1963345254649594262)  2025-09-03T20:56Z [----] followers, 18.1K engagements


"Spoke too soon. Looks like $CRC is estimating the NPV at $500mm or 70% of the $717mm transaction value. Still pretty awesome. Good on $CRC for another extremely accretive consolidation trade ATAX NPV of $BRY synergies probably 80-90% of the target's enterprise value ($717mm) Good on $CRC for another extremely accretive consolidation trade ATAX NPV of $BRY synergies probably 80-90% of the target's enterprise value ($717mm)"  
[X Link](https://x.com/mailboxmoney6/status/1967633341668266039)  2025-09-15T16:55Z [----] followers, [----] engagements


"Selling to Buffett several years into a downturn. That's when you know you're good at the game. $OXY looking to divest OxyChem feels like a validation of my bullish chems thesis $OXY looking to divest OxyChem feels like a validation of my bullish chems thesis"  
[X Link](https://x.com/mailboxmoney6/status/1973178681813245991)  2025-10-01T00:10Z [----] followers, 71.8K engagements


"$OXY down 7.7% "An Occidental subsidiary will retain OxyChem's legacy environmental liabilities." smh Selling to Buffett several years into a downturn. That's when you know you're good at the game. Selling to Buffett several years into a downturn. That's when you know you're good at the game"  
[X Link](https://x.com/mailboxmoney6/status/1973807325380292990)  2025-10-02T17:48Z [----] followers, 49.1K engagements


"TSR since Vicki started as CEO on 4/29/2016 +282% $SPY +112% $FANG +79% $EOG +40% $DVN +10% $XOP -22% $OXY The ball don't lie"  
[X Link](https://x.com/mailboxmoney6/status/1973814442157850995)  2025-10-02T18:16Z [----] followers, 14.7K engagements


"@NiceQuarterGuys $PSS +47% $EPD +127%"  
[X Link](https://x.com/mailboxmoney6/status/1973818461974593944)  2025-10-02T18:32Z [----] followers, [----] engagements


"@ShaleTier7 $MUR is #cuckedagain"  
[X Link](https://x.com/mailboxmoney6/status/1974921551826010456)  2025-10-05T19:36Z [----] followers, [---] engagements


"Fire at a ONEOK fractionator in Mont Belvieu My tinfoil hat was ON. Now I'm tightening the chinstrap. My tinfoil hat was ON. Now I'm tightening the chinstrap"  
[X Link](https://x.com/mailboxmoney6/status/1975380320255152181)  2025-10-07T01:59Z [----] followers, [----] engagements


"Benioff can get fucked. Doesn't even live in SF. Takes the interview from his plane. If anything the National Guard needs to invade DreamForce and suppress the motley crew of influencers and I.T. execs wearing dress sneakers. https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html"  
[X Link](https://x.com/mailboxmoney6/status/1977030071883120825)  2025-10-11T15:14Z [----] followers, [----] engagements


"$OXY Oxys Hollub: OxyChem provided balance pre-Anadarko when Oxy was a 650k boe/d company. 20% of Ebitda in [----]. Now its less than 10%. Oxy comfortable w/ balance provided by low-decline conventional upstream and being less complicated. #EIForum Oxys Hollub: OxyChem provided balance pre-Anadarko when Oxy was a 650k boe/d company. 20% of Ebitda in [----]. Now its less than 10%. Oxy comfortable w/ balance provided by low-decline conventional upstream and being less complicated. #EIForum"  
[X Link](https://x.com/mailboxmoney6/status/1978133598046740543)  2025-10-14T16:19Z [----] followers, [----] engagements


"LOL https://www.wsj.com/tech/marc-benioff-salesforce-national-guard-apology-23344f08mod=hp_lead_pos8 Benioff can get fucked. Doesn't even live in SF. Takes the interview from his plane. If anything the National Guard needs to invade DreamForce and suppress the motley crew of influencers and I.T. execs wearing dress sneakers. https://t.co/Pd8WmSz7VX https://www.wsj.com/tech/marc-benioff-salesforce-national-guard-apology-23344f08mod=hp_lead_pos8 Benioff can get fucked. Doesn't even live in SF. Takes the interview from his plane. If anything the National Guard needs to invade DreamForce and"  
[X Link](https://x.com/mailboxmoney6/status/1979354488696901889)  2025-10-18T01:10Z [----] followers, [----] engagements


"Doing some benchmarking. I apologize for the lazy question. Anybody got estimates for NPV per section for various basins #EFT"  
[X Link](https://x.com/mailboxmoney6/status/1981028960579268775)  2025-10-22T16:04Z [----] followers, [----] engagements


"@hateag @FracSlap I did not foresee him getting brutalized on LinkedIn. Wow"  
[X Link](https://x.com/mailboxmoney6/status/1981356934818386057)  2025-10-23T13:47Z [----] followers, [---] engagements


"@bavedikian Spoken like a commercial real estate broker who thinks he's the man in the arena"  
[X Link](https://x.com/mailboxmoney6/status/1981410280765870388)  2025-10-23T17:19Z [----] followers, [---] engagements


"@mini_optimus @SullyCNBC @CNBC If our future looks like Cybertrucks then send the asteroid"  
[X Link](https://x.com/mailboxmoney6/status/1981904682810589196)  2025-10-25T02:04Z [----] followers, [--] engagements


"Anyone else dressing up as a slutty oil & gas investor for Halloween"  
[X Link](https://x.com/mailboxmoney6/status/1984261625906642956)  2025-10-31T14:10Z [----] followers, [----] engagements


"What are 2-3 decent hotels to stay at in Midland The one I'm at is a disaster"  
[X Link](https://x.com/mailboxmoney6/status/1988168351768531092)  2025-11-11T08:54Z [----] followers, [----] engagements


"@Lyndsey5280 @Mojomike14 It feels like I am at a Four Seasons by comparison"  
[X Link](https://x.com/mailboxmoney6/status/1988710622389817771)  2025-11-12T20:48Z [----] followers, [--] engagements


"๐Ÿšจ๐Ÿšจ The Gastropubs reign of terror at Hobby is officially over ๐Ÿšจ๐Ÿšจ"  
[X Link](https://x.com/mailboxmoney6/status/1989043016019874259)  2025-11-13T18:49Z [----] followers, [----] engagements


"Anyone in Canada familiar with the teams behind Exodus Energy Vesta Energy Renaissance Energy Archer Resources or Fame #COM #EFT"  
[X Link](https://x.com/mailboxmoney6/status/1989397356052451351)  2025-11-14T18:17Z [----] followers, [---] engagements


"@FracSlap I thought the great crew change meant down on the org chart"  
[X Link](https://x.com/mailboxmoney6/status/1989454170735468572)  2025-11-14T22:03Z [----] followers, [---] engagements


"If you are $CTRA with leverage below 0.5x and about to generate 150% of your market cap in FCF through [----] how are you not actively buying back your stock and I mean buying the hell out of it"  
[X Link](https://x.com/mailboxmoney6/status/1990878210565763102)  2025-11-18T20:22Z [----] followers, [----] engagements


"@WAR527 Who cares if you can buyback 100% of your stock before [----] and still have some PDP and undrilled locations left over"  
[X Link](https://x.com/mailboxmoney6/status/1990888056937697425)  2025-11-18T21:01Z [----] followers, [---] engagements


"I am so fired up for sexual harassment training tomorrow"  
[X Link](https://x.com/mailboxmoney6/status/1991243256500203833)  2025-11-19T20:32Z [----] followers, [----] engagements


"Is David Crane any good I need to find out if he has game. $NRG"  
[X Link](https://x.com/mailboxmoney6/status/1992697379687149648)  2025-11-23T20:50Z [----] followers, [---] engagements


"@ShaleTier7 Honestly the fact you did not skewer the question is bullish. What's the holdup here Scale with the market cap at "just" +$12bn"  
[X Link](https://x.com/mailboxmoney6/status/1996273246820585926)  2025-12-03T17:40Z [----] followers, [---] engagements


"@NiceQuarterGuys On an absolute basis that's a different question. I'm thinking about relative valuation. $FANG is at 7x [----] EBITDA. Best in class reference point on the high side. $CTRA is at 4.4x. Mgmt discount. $PR below that despite being more analogous to FANG"  
[X Link](https://x.com/mailboxmoney6/status/1996274801326096625)  2025-12-03T17:46Z [----] followers, [----] engagements


"@TomLoughrey_LFE @BigIdeasCapital @Suicide95518428 @NiceQuarterGuys Why isn't is a dumpster fire It's one capital allocation disaster after another. TSR is a nightmare from which shareholders cannot awaken"  
[X Link](https://x.com/mailboxmoney6/status/1997794500912283839)  2025-12-07T22:25Z [----] followers, [---] engagements


"@BigIdeasCapital @TomLoughrey_LFE @Suicide95518428 @NiceQuarterGuys [--]. $OXY has underperformed $XOP by 50% and $XLE by +135% since Vicki took over in [----] thanks to her blunders [--]. Vicki is still in charge continuing her blunders [--]. Expect more of the same"  
[X Link](https://x.com/mailboxmoney6/status/1998159423102161304)  2025-12-08T22:35Z [----] followers, [---] engagements


"@wellwerewaiting $SLB +12%. What a joke"  
[X Link](https://x.com/mailboxmoney6/status/2008262004046516397)  2026-01-05T19:39Z [----] followers, [---] engagements


"$vei claims the $bkr ProductionLink artificial lift product increased gas production by 5% across [--] test wells. Anybody got experience with this product What is the ASP #EFT"  
[X Link](https://x.com/mailboxmoney6/status/1447266645685071872)  2021-10-10T18:23Z [----] followers, [--] engagements


"Good on $CRC for another extremely accretive consolidation trade ATAX NPV of $BRY synergies probably 80-90% of the target's enterprise value ($717mm)"  
[X Link](https://x.com/mailboxmoney6/status/1967621766899282262)  2025-09-15T16:09Z [----] followers, [----] engagements


"I like Jan at $AMRZ. He was wearing Nike Dunks with the Amrize logo on them. He bought +$40mm in the open market. Says his style is to "lead from the field". Hell yeah"  
[X Link](https://x.com/mailboxmoney6/status/1967622453934612607)  2025-09-15T16:12Z [----] followers, [----] engagements


"@TomLoughrey_LFE @hawtdeals1 @NiceQuarterGuys I'm going to say Walter/Hickey Papa/Sheffield/Tillerson. Maybe Top 2% in the industry"  
[X Link](https://x.com/mailboxmoney6/status/1996701299526848733)  2025-12-04T22:01Z [----] followers, [---] engagements


"Finally saw a Porsche Taycan with a proper trim package in the wild yesterday. (Charging at an Electrify America station - not the $clii station nearby) This picture doesn't do it justice. The styling of the nose was awesome. Model S was fine when it was the only legit EV"  
[X Link](https://x.com/mailboxmoney6/status/1401666860848803841)  2021-06-06T22:26Z [----] followers, [--] engagements


"$blnk Bulls seem to think revenues will grow enough from $7mm base to support $1.8bn market cap Their DC fast charging port count is actually down since Feb Electrify America (not for profit) is growing the fastest has added more DCFC ports than $chpt $clii $blnk combined"  
[X Link](https://x.com/mailboxmoney6/status/1402248534636699652)  2021-06-08T12:57Z [----] followers, [--] engagements


"$MPC share count is down by nearly 50% since Q1'21 Got me thinking. Which companies have achieved bigger share count reductions"  
[X Link](https://x.com/mailboxmoney6/status/1828416955931598995)  2024-08-27T12:59Z [----] followers, [----] engagements


"As an aside every time I have an interaction with them it leaves me wanting to buy the hell out of the stock. And then I don't. Why not IDK. Probably being dumb. $PR still slaps. Why do these guys trade at just 3.5x EBITDA $PR still slaps. Why do these guys trade at just 3.5x EBITDA"  
[X Link](https://x.com/mailboxmoney6/status/1996273709364248630)  2025-12-03T17:41Z [----] followers, [----] engagements


"You will sign this Christmas card to your grandma right now or I will call everyone to cancel your presents. You will get NOTHING. Try me"  
[X Link](https://x.com/mailboxmoney6/status/1999926744355426392)  2025-12-13T19:37Z [----] followers, [----] engagements


"I listened to [--] expert calls on Venezuela hosted by Wall Street's biggest banks and here are my takeaways: ๐Ÿงต๐Ÿ‘‡"  
[X Link](https://x.com/mailboxmoney6/status/2009026905706819746)  2026-01-07T22:18Z [----] followers, [----] engagements


"I get that investors don't like the regulatory uncertainty of the U.K. North Sea but don't some of these valuations seem overly punitive $HBR at 0.8x EBITDA and 2.1x FCF (2024 consensus) $ENQ at 1.4x EBITDA and 0.8x FCF"  
[X Link](https://x.com/mailboxmoney6/status/1733199797971271909)  2023-12-08T19:00Z [----] followers, [----] engagements


"Is $ICD going to start trading again What are you afraid of"  
[X Link](https://x.com/mailboxmoney6/status/1891914931248759213)  2025-02-18T18:17Z [----] followers, [---] engagements


"Having learned nothing from oil & gas I bought a basket of chemical stocks (lazy and brain dead) and am now celebrating the quick win (provoking the market gods) See you in pound town $DD $DOW $EMN $LYB $OLN $WLK"  
[X Link](https://x.com/mailboxmoney6/status/1956086584388018355)  2025-08-14T20:12Z [----] followers, [----] engagements


"$DEC is taking its talents to the Mid-Con. Buying another +400 wells. Why not"  
[X Link](https://x.com/mailboxmoney6/status/1965476196948607159)  2025-09-09T18:03Z [----] followers, [----] engagements


"$OXY looking to divest OxyChem feels like a validation of my bullish chems thesis"  
[X Link](https://x.com/mailboxmoney6/status/1972700676645081174)  2025-09-29T16:31Z [----] followers, 30.3K engagements


"Humbled and gratified to see $SM and $CIVI down more than $XOP yesterday ๐Ÿ™ #readyforthenextchapter"  
[X Link](https://x.com/mailboxmoney6/status/1985750762904023516)  2025-11-04T16:47Z [----] followers, [----] engagements


"Things are going to be quiet around here now. The season's over. Autumn is coming. I'll be shutting down part of the house"  
[X Link](https://x.com/mailboxmoney6/status/1958919372439003281)  2025-08-22T15:49Z [----] followers, [----] engagements


"Have you ever tried to buy an iPad case on Amazon It's worse than being an American trying to buy drugs in Port Au Prince. JFC"  
[X Link](https://x.com/mailboxmoney6/status/2000772100013846753)  2025-12-16T03:36Z [----] followers, [----] engagements


"Me listening to the vintage speakers I just scored from a dealer in Finland"  
[X Link](https://x.com/mailboxmoney6/status/2002417652812464589)  2025-12-20T16:35Z [----] followers, [----] engagements


"It seems like the stocks are overreacting to Venezuela $CVE -8% $CNQ -7% $VLO +8% etc etc They directionally make sense but I haven't seen anything to indicate a path or plan to growing production. Even if there was one it would take years"  
[X Link](https://x.com/anyuser/status/2008216619399700839)  2026-01-05T16:38Z [----] followers, [----] engagements


"This is the correct response. Shut it down until we can figure out what is going on"  
[X Link](https://x.com/mailboxmoney6/status/2008614733684109505)  2026-01-06T19:00Z [----] followers, [----] engagements


"JK. Ain't nobody got time for that"  
[X Link](https://x.com/anyuser/status/2009026906696597852)  2026-01-07T22:18Z [----] followers, [---] engagements


"$BEEM is so thirsty. They pre-released Q4 revenue with the headline "Increased Over 50% from Prior Quarter" I think a better headline would have been: "Revenue Increased 2% From Prior Year Due To One Offs Cash Burn Continued Material Weaknesses Still Not Fixed""  
[X Link](https://x.com/mailboxmoney6/status/2011880971147362745)  2026-01-15T19:19Z [----] followers, [---] engagements


"If you want to drive engagement on LinkedIn just announce you have been promoted to head of supply chain at an E&P - and watch the comments and likes pile up"  
[X Link](https://x.com/mailboxmoney6/status/2011911244048220279)  2026-01-15T21:19Z [----] followers, [----] engagements


"RT @KennethDredd:"  
[X Link](https://x.com/anyuser/status/2012544684971753656)  2026-01-17T15:16Z [----] followers, [--] engagements


"Hey peeps I'm locked out of my DMs. Apologies if I appear unresponsive"  
[X Link](https://x.com/mailboxmoney6/status/2016939191394062639)  2026-01-29T18:19Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@mailboxmoney6 Avatar @mailboxmoney6 MailboxMoney

MailboxMoney posts on X about $oxy, $pr, gas, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [------] -51%
  • [--] Month [----------] +115,813%
  • [--] Months [----------] +28,393%
  • [--] Year [----------] +7,475%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -6.30%
  • [--] Month [--] no change
  • [--] Months [---] +5.10%
  • [--] Year [---] -26%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.02%
  • [--] Month [-----] +0.43%
  • [--] Months [-----] +3.30%
  • [--] Year [-----] +5.30%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 35% finance 18% cryptocurrencies 10% countries 7% technology brands 4% luxury brands 4% currencies 4% automotive brands 3% social networks 2% celebrities 1%

Social topic influence $oxy 6%, $pr 4%, gas #2339, if you 4%, $fang 3%, $amrz 3%, bullish 3%, $cve 3%, $xop 3%, market cap 3%

Top accounts mentioned or mentioned by @nicequarterguys @shaletier7 @suicide95518428 @tomloughreylfe @halkingt @war527 @fracslap @bigideascapital @wellwerewaiting @wtibull @strapcap @arjunnmurti @hateag @bavedikian @minioptimus @sullycnbc @cnbc @lyndsey5280 @mojomike14 @hawtdeals1

Top assets mentioned Oxygen (OXY) Permian Resources Corporation Class A Common Stock (PR) Diamondback Energy Inc (FANG) Amrize Ltd (AMRZ) Cenovus Energy Inc. (CVE) PPL Corp (PPL) SM Energy Company (SM) Civitas Resources, Inc. (CIVI) Amazon.com, Inc. (AMZN) Schlumberger NV (SLB) California Resources Corporation (CRC) Berry Data (BRY) Coterra Energy Inc (CTRA) Occidental Petroleum Corporation (OXY) PumpBTC (Governance token) (PUMP) BP p.l.c. (BP) Snap, Inc. (SNAP) Exxon Mobil (XOM) Crescent Energy Company (CRGY) TC Energy Corporation (TRP) Nucor, Corp. (NUE) Edison International (EIX) Liberty Energy Inc. (LBRT) NextEra Energy Partners, LP (NEP) Alien Base (ALB) Ovintiv, Inc. (OVV) Viper Energy Partners LP (VNOM) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) NOW INC. (DNOW) Halliburton Company (HAL) SPDR S&P [---] ETF Trust (SPY) EOG Resources Inc (EOG) Devon Energy Corp (DVN)

Top Social Posts

Top posts by engagements in the last [--] hours

"Occidental Petroleum Corporation"
X Link 2025-10-15T19:37Z [----] followers, [----] engagements

"A buyside friend observed the in-basin management teams at $FANG $PUMP and $PR are younger and more innovative than many/most of the teams in Houston. IMO there is something to it"
X Link 2025-11-13T18:57Z [----] followers, 18.7K engagements

"$PR still slaps. Why do these guys trade at just 3.5x EBITDA"
X Link 2025-12-03T17:34Z [----] followers, 11.5K engagements

"@HalkingT That's why a deal makes sense for CIVI. Any buyer could accomplish that. Why should it be SM"
X Link 2026-01-28T19:30Z [----] followers, [--] engagements

"I am headed to the Middle East. Apparently there is a date market near where I am staying It's time to take my farmers market bacchanalia to the global stage"
X Link 2026-02-05T19:38Z [----] followers, [---] engagements

"".we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital" oil and gas investors collectively shit their pants out of sheer PTSD"
X Link 2026-02-05T22:10Z [----] followers, [----] engagements

"@ShaleTier7 Sometimes it's that simple. Which is probably causing me to overthink it"
X Link 2025-12-03T17:46Z [----] followers, [---] engagements

"@WAR527 My landscaper appeared in the Epstein files. It has been a tough [--] hours"
X Link 2026-02-05T22:07Z [----] followers, [---] engagements

"$PPL Pembina Pipeline They have EBITDA per share as a KPI in their execs' performance shares. Why isn't that an awful metric for a capital intensive business"
X Link 2025-05-05T19:37Z [----] followers, [----] engagements

"It's hard to see the industrial logic of merging $SM and $CIVI"
X Link 2026-01-27T22:44Z [----] followers, [----] engagements

"To their credit I just found out it's only fee-based EBITDA. That's more like it. $PPL $PPL Pembina Pipeline They have EBITDA per share as a KPI in their execs' performance shares. Why isn't that an awful metric for a capital intensive business $PPL Pembina Pipeline They have EBITDA per share as a KPI in their execs' performance shares. Why isn't that an awful metric for a capital intensive business"
X Link 2026-01-27T23:36Z [----] followers, [----] engagements

"FFS Suspenders has got to go"
X Link 2026-02-03T17:54Z [----] followers, [---] engagements

"These hyper scalers are like an out of control dystopian reboot of Brewster's Millions. If you gave me $200 billion - with the proviso I had to invest it all in real world projects - I could not even organize the ability to disburse that much money"
X Link 2026-02-05T22:13Z [----] followers, [---] engagements

"Circle of trust: there's a chance I might actually buy some $AMZN tomorrow like a total slutbag investor ".we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital" oil and gas investors collectively shit their pants out of sheer PTSD ".we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital" oil and gas investors collectively shit their pants out of sheer PTSD"
X Link 2026-02-05T22:24Z [----] followers, [---] engagements

"What is that cat Milei saying about opening up the Vaca Muerta Is $CFW going to be the stopped clock that eventually tells the right time #EFT. "
X Link 2023-12-23T15:40Z [----] followers, [----] engagements

"Has anyone seen the letter from Bluebell Capital to $BP"
X Link 2024-02-05T02:18Z [----] followers, [----] engagements

"$SNAP wen chapter"
X Link 2024-02-06T21:53Z [----] followers, [---] engagements

"Take a fucking seat because shit just got real. NY State Common is divesting from eight integrated companies it has determined are not transition ready including $XOM and wait for it. $UNTC Les jeux sont fait. Time to figure out a transition plan for the [--] BOSS rigs"
X Link 2024-02-15T20:33Z [----] followers, [----] engagements

"Any idea who does $EOG's gathering in the Bakken"
X Link 2024-02-28T00:12Z [----] followers, [----] engagements

"Ill give it to $SBOW. Going full DEI during a proxy battle is something their opponent probably didnt expect. Classic Sun Tzu"
X Link 2024-03-29T03:22Z [----] followers, [----] engagements

"$CRGY from the top rope $SBOW DEI Hail Mary worked"
X Link 2024-05-16T12:17Z [----] followers, [----] engagements

"Tell me why Im crazy to buy South Bow after $TRP spins it"
X Link 2024-05-23T18:46Z [----] followers, [----] engagements

"Wait Crescent Point changed their name to Veren Have they been sufficiently dragged @WTIBull do you need backup support"
X Link 2024-07-20T13:51Z [----] followers, [----] engagements

"$NUE gave Q3 EPS guidance 20% below consensus and the stock didnt flinch a whole lot. Is this the bottom for domestic steel"
X Link 2024-09-19T02:42Z [----] followers, [---] engagements

"$SLB announces definitive agreement to sell its interests in Palliser Block. Who is the buyer What is the price Details please. https://investorcenter.slb.com/news-releases/news-release-details/slb-announces-definitive-agreement-sell-its-interests-palliser https://investorcenter.slb.com/news-releases/news-release-details/slb-announces-definitive-agreement-sell-its-interests-palliser"
X Link 2024-10-17T22:53Z [----] followers, [----] engagements

"$ICD Good night sweet prince"
X Link 2024-12-03T18:32Z [----] followers, [---] engagements

"Does a Canadian royalty company have the wherewithal to be a savvy buyer of Permian minerals Discuss $FRU"
X Link 2024-12-16T22:26Z [----] followers, [----] engagements

"Am I crazy for wanting to buy $EIX here Stock is down 25%. Doesn't look like their equipment had anything to do with the fires. @Suicide95518428 @StrapCap"
X Link 2025-01-15T14:15Z [----] followers, [---] engagements

"How was @ArjunNMurti not already on the board of $LBRT Seems like the most obvious philosophical match between a board and a director Great addition"
X Link 2025-01-27T21:27Z [----] followers, [---] engagements

"I guess changing the name and ticker didn't throw shorts off the scent. Huh. $NEP $XIFR"
X Link 2025-02-07T01:00Z [----] followers, [----] engagements

"Is $ALB management on the short bus Spent [--] minutes looking at the financials. EBITDA roughly flat since [----]. Cash interest tripled. Net debt +30%. Share count up. Barely any dividend increase. Bottom of the cycle sure but looks like they wasted the boom"
X Link 2025-02-12T22:38Z [----] followers, [----] engagements

"Is there a bigger power move than walking into a meeting in a Brioni suit tie clip nice watch and removing your coat to reveal. A short sleeve dress shirt. That's right - bare forearms"
X Link 2025-02-19T17:22Z [----] followers, [----] engagements

"How does Hewlett Packard still have two nickels to rub together let alone be a title sponsor on the Ferrari"
X Link 2025-02-19T22:55Z [----] followers, [---] engagements

"Cenovus. What the hell. I don't even want to read the release"
X Link 2025-02-20T15:02Z [----] followers, [---] engagements

"I just noticed the scammers were trying to pump $OVV today an investment grade company. Unreal"
X Link 2025-04-12T00:33Z [----] followers, [---] engagements

"$STR $VNOM hot take: I like it. Viper picks up add'l scale at a good price w/Permian anchor. Easy synergies. Sitio's G&A was somewhat intractable. Lower cost of debt. Better path to deleveraging. Makes the equity more "inevitable" for investors"
X Link 2025-06-03T22:56Z [----] followers, [---] engagements

"Why does anyone take $TSLA seriously on AI They have $5.7bn of lease obligations and $1.1bn for leases not yet commenced. $AMZN $GOOG $META $MSFT have +$190bn of lease obligations and +$220bn for leases not yet commenced mainly for data centers"
X Link 2025-06-04T20:58Z [----] followers, [---] engagements

"Amrize. What an awful name for a company. $AMRZ"
X Link 2025-06-23T15:36Z [----] followers, [----] engagements

"This merger between $DNOW and $MRC looks interesting"
X Link 2025-06-30T18:30Z [----] followers, [---] engagements

"I feel bullish on Canada. Am I crazy - I cannot find an ETF of the Canadian market that is USD denominated. I found $XIU but that's in CAD Am I missing something We have 3x levered ETFs for ass coin but not a G7 stock market"
X Link 2025-07-02T22:46Z [----] followers, [----] engagements

"$HAL sees oilfield market as softer than expected but the stock is flat ๐Ÿง"
X Link 2025-07-22T16:52Z [----] followers, [---] engagements

"$CVE The energy investor's prayer: I humbly beg of you. Please please do not fuck me"
X Link 2025-08-12T17:28Z [----] followers, [----] engagements

"I have questions. Why is $EQNR so bad on safety $CVE too. Ecopetrol's and Eni's contractors are better than their FTEs Is PetroChina really that good on safety I'm skeptical"
X Link 2025-08-13T03:06Z [----] followers, [----] engagements

"$AMRZ CEO spent a casual $47mm buying 1mm shares after the Q2 earnings selloff. Mama like"
X Link 2025-08-14T21:02Z [----] followers, [---] engagements

"To the investor who took a massive dump in TC Energy's suite at the end of their meeting at Barclays. Thank you"
X Link 2025-09-03T20:56Z [----] followers, 18.1K engagements

"Spoke too soon. Looks like $CRC is estimating the NPV at $500mm or 70% of the $717mm transaction value. Still pretty awesome. Good on $CRC for another extremely accretive consolidation trade ATAX NPV of $BRY synergies probably 80-90% of the target's enterprise value ($717mm) Good on $CRC for another extremely accretive consolidation trade ATAX NPV of $BRY synergies probably 80-90% of the target's enterprise value ($717mm)"
X Link 2025-09-15T16:55Z [----] followers, [----] engagements

"Selling to Buffett several years into a downturn. That's when you know you're good at the game. $OXY looking to divest OxyChem feels like a validation of my bullish chems thesis $OXY looking to divest OxyChem feels like a validation of my bullish chems thesis"
X Link 2025-10-01T00:10Z [----] followers, 71.8K engagements

"$OXY down 7.7% "An Occidental subsidiary will retain OxyChem's legacy environmental liabilities." smh Selling to Buffett several years into a downturn. That's when you know you're good at the game. Selling to Buffett several years into a downturn. That's when you know you're good at the game"
X Link 2025-10-02T17:48Z [----] followers, 49.1K engagements

"TSR since Vicki started as CEO on 4/29/2016 +282% $SPY +112% $FANG +79% $EOG +40% $DVN +10% $XOP -22% $OXY The ball don't lie"
X Link 2025-10-02T18:16Z [----] followers, 14.7K engagements

"@NiceQuarterGuys $PSS +47% $EPD +127%"
X Link 2025-10-02T18:32Z [----] followers, [----] engagements

"@ShaleTier7 $MUR is #cuckedagain"
X Link 2025-10-05T19:36Z [----] followers, [---] engagements

"Fire at a ONEOK fractionator in Mont Belvieu My tinfoil hat was ON. Now I'm tightening the chinstrap. My tinfoil hat was ON. Now I'm tightening the chinstrap"
X Link 2025-10-07T01:59Z [----] followers, [----] engagements

"Benioff can get fucked. Doesn't even live in SF. Takes the interview from his plane. If anything the National Guard needs to invade DreamForce and suppress the motley crew of influencers and I.T. execs wearing dress sneakers. https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html"
X Link 2025-10-11T15:14Z [----] followers, [----] engagements

"$OXY Oxys Hollub: OxyChem provided balance pre-Anadarko when Oxy was a 650k boe/d company. 20% of Ebitda in [----]. Now its less than 10%. Oxy comfortable w/ balance provided by low-decline conventional upstream and being less complicated. #EIForum Oxys Hollub: OxyChem provided balance pre-Anadarko when Oxy was a 650k boe/d company. 20% of Ebitda in [----]. Now its less than 10%. Oxy comfortable w/ balance provided by low-decline conventional upstream and being less complicated. #EIForum"
X Link 2025-10-14T16:19Z [----] followers, [----] engagements

"LOL https://www.wsj.com/tech/marc-benioff-salesforce-national-guard-apology-23344f08mod=hp_lead_pos8 Benioff can get fucked. Doesn't even live in SF. Takes the interview from his plane. If anything the National Guard needs to invade DreamForce and suppress the motley crew of influencers and I.T. execs wearing dress sneakers. https://t.co/Pd8WmSz7VX https://www.wsj.com/tech/marc-benioff-salesforce-national-guard-apology-23344f08mod=hp_lead_pos8 Benioff can get fucked. Doesn't even live in SF. Takes the interview from his plane. If anything the National Guard needs to invade DreamForce and"
X Link 2025-10-18T01:10Z [----] followers, [----] engagements

"Doing some benchmarking. I apologize for the lazy question. Anybody got estimates for NPV per section for various basins #EFT"
X Link 2025-10-22T16:04Z [----] followers, [----] engagements

"@hateag @FracSlap I did not foresee him getting brutalized on LinkedIn. Wow"
X Link 2025-10-23T13:47Z [----] followers, [---] engagements

"@bavedikian Spoken like a commercial real estate broker who thinks he's the man in the arena"
X Link 2025-10-23T17:19Z [----] followers, [---] engagements

"@mini_optimus @SullyCNBC @CNBC If our future looks like Cybertrucks then send the asteroid"
X Link 2025-10-25T02:04Z [----] followers, [--] engagements

"Anyone else dressing up as a slutty oil & gas investor for Halloween"
X Link 2025-10-31T14:10Z [----] followers, [----] engagements

"What are 2-3 decent hotels to stay at in Midland The one I'm at is a disaster"
X Link 2025-11-11T08:54Z [----] followers, [----] engagements

"@Lyndsey5280 @Mojomike14 It feels like I am at a Four Seasons by comparison"
X Link 2025-11-12T20:48Z [----] followers, [--] engagements

"๐Ÿšจ๐Ÿšจ The Gastropubs reign of terror at Hobby is officially over ๐Ÿšจ๐Ÿšจ"
X Link 2025-11-13T18:49Z [----] followers, [----] engagements

"Anyone in Canada familiar with the teams behind Exodus Energy Vesta Energy Renaissance Energy Archer Resources or Fame #COM #EFT"
X Link 2025-11-14T18:17Z [----] followers, [---] engagements

"@FracSlap I thought the great crew change meant down on the org chart"
X Link 2025-11-14T22:03Z [----] followers, [---] engagements

"If you are $CTRA with leverage below 0.5x and about to generate 150% of your market cap in FCF through [----] how are you not actively buying back your stock and I mean buying the hell out of it"
X Link 2025-11-18T20:22Z [----] followers, [----] engagements

"@WAR527 Who cares if you can buyback 100% of your stock before [----] and still have some PDP and undrilled locations left over"
X Link 2025-11-18T21:01Z [----] followers, [---] engagements

"I am so fired up for sexual harassment training tomorrow"
X Link 2025-11-19T20:32Z [----] followers, [----] engagements

"Is David Crane any good I need to find out if he has game. $NRG"
X Link 2025-11-23T20:50Z [----] followers, [---] engagements

"@ShaleTier7 Honestly the fact you did not skewer the question is bullish. What's the holdup here Scale with the market cap at "just" +$12bn"
X Link 2025-12-03T17:40Z [----] followers, [---] engagements

"@NiceQuarterGuys On an absolute basis that's a different question. I'm thinking about relative valuation. $FANG is at 7x [----] EBITDA. Best in class reference point on the high side. $CTRA is at 4.4x. Mgmt discount. $PR below that despite being more analogous to FANG"
X Link 2025-12-03T17:46Z [----] followers, [----] engagements

"@TomLoughrey_LFE @BigIdeasCapital @Suicide95518428 @NiceQuarterGuys Why isn't is a dumpster fire It's one capital allocation disaster after another. TSR is a nightmare from which shareholders cannot awaken"
X Link 2025-12-07T22:25Z [----] followers, [---] engagements

"@BigIdeasCapital @TomLoughrey_LFE @Suicide95518428 @NiceQuarterGuys [--]. $OXY has underperformed $XOP by 50% and $XLE by +135% since Vicki took over in [----] thanks to her blunders [--]. Vicki is still in charge continuing her blunders [--]. Expect more of the same"
X Link 2025-12-08T22:35Z [----] followers, [---] engagements

"@wellwerewaiting $SLB +12%. What a joke"
X Link 2026-01-05T19:39Z [----] followers, [---] engagements

"$vei claims the $bkr ProductionLink artificial lift product increased gas production by 5% across [--] test wells. Anybody got experience with this product What is the ASP #EFT"
X Link 2021-10-10T18:23Z [----] followers, [--] engagements

"Good on $CRC for another extremely accretive consolidation trade ATAX NPV of $BRY synergies probably 80-90% of the target's enterprise value ($717mm)"
X Link 2025-09-15T16:09Z [----] followers, [----] engagements

"I like Jan at $AMRZ. He was wearing Nike Dunks with the Amrize logo on them. He bought +$40mm in the open market. Says his style is to "lead from the field". Hell yeah"
X Link 2025-09-15T16:12Z [----] followers, [----] engagements

"@TomLoughrey_LFE @hawtdeals1 @NiceQuarterGuys I'm going to say Walter/Hickey Papa/Sheffield/Tillerson. Maybe Top 2% in the industry"
X Link 2025-12-04T22:01Z [----] followers, [---] engagements

"Finally saw a Porsche Taycan with a proper trim package in the wild yesterday. (Charging at an Electrify America station - not the $clii station nearby) This picture doesn't do it justice. The styling of the nose was awesome. Model S was fine when it was the only legit EV"
X Link 2021-06-06T22:26Z [----] followers, [--] engagements

"$blnk Bulls seem to think revenues will grow enough from $7mm base to support $1.8bn market cap Their DC fast charging port count is actually down since Feb Electrify America (not for profit) is growing the fastest has added more DCFC ports than $chpt $clii $blnk combined"
X Link 2021-06-08T12:57Z [----] followers, [--] engagements

"$MPC share count is down by nearly 50% since Q1'21 Got me thinking. Which companies have achieved bigger share count reductions"
X Link 2024-08-27T12:59Z [----] followers, [----] engagements

"As an aside every time I have an interaction with them it leaves me wanting to buy the hell out of the stock. And then I don't. Why not IDK. Probably being dumb. $PR still slaps. Why do these guys trade at just 3.5x EBITDA $PR still slaps. Why do these guys trade at just 3.5x EBITDA"
X Link 2025-12-03T17:41Z [----] followers, [----] engagements

"You will sign this Christmas card to your grandma right now or I will call everyone to cancel your presents. You will get NOTHING. Try me"
X Link 2025-12-13T19:37Z [----] followers, [----] engagements

"I listened to [--] expert calls on Venezuela hosted by Wall Street's biggest banks and here are my takeaways: ๐Ÿงต๐Ÿ‘‡"
X Link 2026-01-07T22:18Z [----] followers, [----] engagements

"I get that investors don't like the regulatory uncertainty of the U.K. North Sea but don't some of these valuations seem overly punitive $HBR at 0.8x EBITDA and 2.1x FCF (2024 consensus) $ENQ at 1.4x EBITDA and 0.8x FCF"
X Link 2023-12-08T19:00Z [----] followers, [----] engagements

"Is $ICD going to start trading again What are you afraid of"
X Link 2025-02-18T18:17Z [----] followers, [---] engagements

"Having learned nothing from oil & gas I bought a basket of chemical stocks (lazy and brain dead) and am now celebrating the quick win (provoking the market gods) See you in pound town $DD $DOW $EMN $LYB $OLN $WLK"
X Link 2025-08-14T20:12Z [----] followers, [----] engagements

"$DEC is taking its talents to the Mid-Con. Buying another +400 wells. Why not"
X Link 2025-09-09T18:03Z [----] followers, [----] engagements

"$OXY looking to divest OxyChem feels like a validation of my bullish chems thesis"
X Link 2025-09-29T16:31Z [----] followers, 30.3K engagements

"Humbled and gratified to see $SM and $CIVI down more than $XOP yesterday ๐Ÿ™ #readyforthenextchapter"
X Link 2025-11-04T16:47Z [----] followers, [----] engagements

"Things are going to be quiet around here now. The season's over. Autumn is coming. I'll be shutting down part of the house"
X Link 2025-08-22T15:49Z [----] followers, [----] engagements

"Have you ever tried to buy an iPad case on Amazon It's worse than being an American trying to buy drugs in Port Au Prince. JFC"
X Link 2025-12-16T03:36Z [----] followers, [----] engagements

"Me listening to the vintage speakers I just scored from a dealer in Finland"
X Link 2025-12-20T16:35Z [----] followers, [----] engagements

"It seems like the stocks are overreacting to Venezuela $CVE -8% $CNQ -7% $VLO +8% etc etc They directionally make sense but I haven't seen anything to indicate a path or plan to growing production. Even if there was one it would take years"
X Link 2026-01-05T16:38Z [----] followers, [----] engagements

"This is the correct response. Shut it down until we can figure out what is going on"
X Link 2026-01-06T19:00Z [----] followers, [----] engagements

"JK. Ain't nobody got time for that"
X Link 2026-01-07T22:18Z [----] followers, [---] engagements

"$BEEM is so thirsty. They pre-released Q4 revenue with the headline "Increased Over 50% from Prior Quarter" I think a better headline would have been: "Revenue Increased 2% From Prior Year Due To One Offs Cash Burn Continued Material Weaknesses Still Not Fixed""
X Link 2026-01-15T19:19Z [----] followers, [---] engagements

"If you want to drive engagement on LinkedIn just announce you have been promoted to head of supply chain at an E&P - and watch the comments and likes pile up"
X Link 2026-01-15T21:19Z [----] followers, [----] engagements

"RT @KennethDredd:"
X Link 2026-01-17T15:16Z [----] followers, [--] engagements

"Hey peeps I'm locked out of my DMs. Apologies if I appear unresponsive"
X Link 2026-01-29T18:19Z [----] followers, [---] engagements

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