[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.] #  @variance_swap Monolith Investments Monolith Investments posts on X about $borr, $trox, saving, $tic the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::811444619967873028/interactions)  - X Week XXXXXX +702% - X Month XXXXXX +168% - X Months XXXXXXX +23% - X Year XXXXXXX +28% ### Mentions: XX [#](/creator/twitter::811444619967873028/posts_active)  - X Week XX +6.70% - X Month XX +105% - X Months XXX +26% - X Year XXX +67% ### Followers: XXXXX [#](/creator/twitter::811444619967873028/followers)  - X Week XXXXX +0.30% - X Month XXXXX +1.80% - X Months XXXXX +12% - X Year XXXXX +29% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::811444619967873028/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$borr](/topic/$borr) #7, [$trox](/topic/$trox) 13.33%, [saving](/topic/saving) 13.33%, [$tic](/topic/$tic) 6.67%, [$70mm](/topic/$70mm) 6.67%, [$125mm](/topic/$125mm) 6.67%, [$85mm](/topic/$85mm) 6.67%, [$10mm](/topic/$10mm) 6.67%, [multi](/topic/multi) 6.67%, [$gpn](/topic/$gpn) XXXX% **Top accounts mentioned or mentioned by** [@walststocker](/creator/undefined) [@loopsnoopa](/creator/undefined) [@stonksandchill](/creator/undefined) [@jsmith8286](/creator/undefined) [@philippere86075](/creator/undefined) [@siyul](/creator/undefined) [@ottermarket](/creator/undefined) [@crudeoil231](/creator/undefined) [@coronelmustard1](/creator/undefined) [@hcrubin2009](/creator/undefined) [@robertkonezny](/creator/undefined) [@cullmelater](/creator/undefined) [@alupang](/creator/undefined) **Top assets mentioned** [TRONOX LIMITED CL A ORDINARY SHARES (TROX)](/topic/$trox) [Acuren Corporation (TIC)](/topic/$tic) [Global Payments Inc (GPN)](/topic/$gpn) ### Top Social Posts Top posts by engagements in the last XX hours "@siyul $TIC Regulation-driven industrial inspection + asset integrity platform with recurring revenue. Recent acquisitions add scale synergies and cross-sell upside. Recent de-SPAC + no analyst coverage = misunderstood" [X Link](https://x.com/variance_swap/status/1997148849501360582) 2025-12-06T03:39Z 1980 followers, XXX engagements "Nice deal for $BORR acquiring five prem jack ups at $70mm per rig (vs. their current fleet of XX valued at $125mm per the current EV). $85mm equity raise at $XXXX / sh. Today's closing price $XXXX (). Troim will subscribe for $10mm. That's the proper way to rise equity" [X Link](https://x.com/variance_swap/status/1998167409920966964) 2025-12-08T23:06Z 1981 followers, 2195 engagements "Tronox $TROX potential inflection point after multi year bear market - Producers idling plants + anti-dumping measures could mark cyclical bottom for TiO2 market - Cost saving program = 30-40% YoY inflection in EBITDA - However high leverage = both up/down torque" [X Link](https://x.com/variance_swap/status/1993717212574843331) 2025-11-26T16:23Z 1978 followers, XXX engagements "I respect Justin but Ive been hearing the same inevitability thesis since 2021. This slide is contradictory; if utes are able to pull these levers then the mkt is not tight. When will they run out of levers If the timing is unknowable the sector is uninvestable. #uranium" [X Link](https://x.com/variance_swap/status/1997533330527699151) 2025-12-07T05:07Z 1980 followers, 9969 engagements "@JSmith8286 Thats the other thing about this sector. Security selection is hard. Most of the juniors are just value destroyers. Only stock that has had a good IRR is Cameco which a lot of newsletter writers dont like/ have in their portfolios" [X Link](https://x.com/variance_swap/status/1997702986576081181) 2025-12-07T16:21Z 1980 followers, XXX engagements "@OtterMarket Global Payments $GPN trading at 6x P/E despite 5%+ organic growth $7bn capital return program (on 20bn mkt cap)" [X Link](https://x.com/variance_swap/status/1996065608148849144) 2025-12-03T03:55Z 1980 followers, XXX engagements "Well sometimes even a retard like me can beat the markets. Time to take a break and recharge. P.s. I don't have a ton of high conviction ideas going into 2026 if you wanna share any thoughts / themes you're looking at would appreciate it" [X Link](https://x.com/variance_swap/status/1996604033495163387) 2025-12-04T15:34Z 1980 followers, 1531 engagements "$TROX - accelerating its rare earths strategy" [X Link](https://x.com/variance_swap/status/1998395092806046046) 2025-12-09T14:11Z 1981 followers, XXX engagements "@CRUDEOIL231 Thanks. Which copper names do you like" [X Link](https://x.com/variance_swap/status/1994507733970927642) 2025-11-28T20:44Z 1981 followers, XXX engagements "Lot of good slides in the investor pres. Based on the restricted group alone (26 rigs vs. XX total) $BORR trading at 3-4x EBITDA if dayrates have indeed bottom'ed. **Dayrate range based on Borr fixtures during recent periods of 90-95% utilization;" [X Link](https://x.com/variance_swap/status/1998405628792816073) 2025-12-09T14:53Z 1981 followers, XXX engagements "$APM.TO is bull flagging on the hourly. A lot of shorts in this name with #silver breaking above $XX. Could be a nice ride for the bulls once the suppression eventually breaks" [X Link](https://x.com/variance_swap/status/1998420397495312602) 2025-12-09T15:52Z 1981 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.]
@variance_swap Monolith Investments
Monolith Investments posts on X about $borr, $trox, saving, $tic the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +702%
- X Month XXXXXX +168%
- X Months XXXXXXX +23%
- X Year XXXXXXX +28%
Mentions: XX #
- X Week XX +6.70%
- X Month XX +105%
- X Months XXX +26%
- X Year XXX +67%
Followers: XXXXX #
- X Week XXXXX +0.30%
- X Month XXXXX +1.80%
- X Months XXXXX +12%
- X Year XXXXX +29%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% currencies XXXX% stocks XXXX% technology brands XXXX%
Social topic influence $borr #7, $trox 13.33%, saving 13.33%, $tic 6.67%, $70mm 6.67%, $125mm 6.67%, $85mm 6.67%, $10mm 6.67%, multi 6.67%, $gpn XXXX%
Top accounts mentioned or mentioned by @walststocker @loopsnoopa @stonksandchill @jsmith8286 @philippere86075 @siyul @ottermarket @crudeoil231 @coronelmustard1 @hcrubin2009 @robertkonezny @cullmelater @alupang
Top assets mentioned TRONOX LIMITED CL A ORDINARY SHARES (TROX) Acuren Corporation (TIC) Global Payments Inc (GPN)
Top Social Posts
Top posts by engagements in the last XX hours
"@siyul $TIC Regulation-driven industrial inspection + asset integrity platform with recurring revenue. Recent acquisitions add scale synergies and cross-sell upside. Recent de-SPAC + no analyst coverage = misunderstood"
X Link 2025-12-06T03:39Z 1980 followers, XXX engagements
"Nice deal for $BORR acquiring five prem jack ups at $70mm per rig (vs. their current fleet of XX valued at $125mm per the current EV). $85mm equity raise at $XXXX / sh. Today's closing price $XXXX (). Troim will subscribe for $10mm. That's the proper way to rise equity"
X Link 2025-12-08T23:06Z 1981 followers, 2195 engagements
"Tronox $TROX potential inflection point after multi year bear market - Producers idling plants + anti-dumping measures could mark cyclical bottom for TiO2 market - Cost saving program = 30-40% YoY inflection in EBITDA - However high leverage = both up/down torque"
X Link 2025-11-26T16:23Z 1978 followers, XXX engagements
"I respect Justin but Ive been hearing the same inevitability thesis since 2021. This slide is contradictory; if utes are able to pull these levers then the mkt is not tight. When will they run out of levers If the timing is unknowable the sector is uninvestable. #uranium"
X Link 2025-12-07T05:07Z 1980 followers, 9969 engagements
"@JSmith8286 Thats the other thing about this sector. Security selection is hard. Most of the juniors are just value destroyers. Only stock that has had a good IRR is Cameco which a lot of newsletter writers dont like/ have in their portfolios"
X Link 2025-12-07T16:21Z 1980 followers, XXX engagements
"@OtterMarket Global Payments $GPN trading at 6x P/E despite 5%+ organic growth $7bn capital return program (on 20bn mkt cap)"
X Link 2025-12-03T03:55Z 1980 followers, XXX engagements
"Well sometimes even a retard like me can beat the markets. Time to take a break and recharge. P.s. I don't have a ton of high conviction ideas going into 2026 if you wanna share any thoughts / themes you're looking at would appreciate it"
X Link 2025-12-04T15:34Z 1980 followers, 1531 engagements
"$TROX - accelerating its rare earths strategy"
X Link 2025-12-09T14:11Z 1981 followers, XXX engagements
"@CRUDEOIL231 Thanks. Which copper names do you like"
X Link 2025-11-28T20:44Z 1981 followers, XXX engagements
"Lot of good slides in the investor pres. Based on the restricted group alone (26 rigs vs. XX total) $BORR trading at 3-4x EBITDA if dayrates have indeed bottom'ed. **Dayrate range based on Borr fixtures during recent periods of 90-95% utilization;"
X Link 2025-12-09T14:53Z 1981 followers, XXX engagements
"$APM.TO is bull flagging on the hourly. A lot of shorts in this name with #silver breaking above $XX. Could be a nice ride for the bulls once the suppression eventually breaks"
X Link 2025-12-09T15:52Z 1981 followers, XXX engagements