[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.] [@sandrosubstack](/creator/twitter/sandrosubstack) "Noble $NE vs Valaris $val Which offshore driller is the better long-term bet - Fleet value - Backlog - Growth - Capital allocation - Valuation and more" [X Link](https://x.com/sandrosubstack/status/1975493625984471272) [@sandrosubstack](/creator/x/sandrosubstack) 2025-10-07T09:29Z XXX followers, XXX engagements "Were nearing a key inflection point for offshore drillers like $VAL and $NE. Utilization is already XX% and once it breaks XX% day-rates tend to accelerate. A short soft patch may appear over the next few quarters but the tightening that follows could reshape the entire cycle" [X Link](https://x.com/sandrosubstack/status/1975604944599458134) [@sandrosubstack](/creator/x/sandrosubstack) 2025-10-07T16:51Z XXX followers, XXX engagements "$amr $val $ath.to" [X Link](https://x.com/sandroStocks/status/1977978832046141906) [@sandroStocks](/creator/x/sandroStocks) 2025-10-14T06:04Z XXX followers, XXX engagements "New Post on Substack - My Portfolio Breakdown - Thoughts on $AMR $VAL and $ATH.TO - What Ive sold - What I plan to buy next. and more" [X Link](https://x.com/sandroStocks/status/1975158077872918963) [@sandroStocks](/creator/x/sandroStocks) 2025-10-06T11:15Z XXX followers, XXX engagements "New post on Substack Charlie Mungers biggest mistake: Belridge Oil What happened with Belridge My approach to investing Thoughts on $AMR $VAL & $ATH.TO and more Read here" [X Link](https://x.com/sandroStocks/status/1976248856133370178) [@sandroStocks](/creator/x/sandroStocks) 2025-10-09T11:30Z XXX followers, XXX engagements "Q3 Earnings Preview: $ath.to $amr $val $athof" [X Link](https://x.com/sandroStocks/status/1978770428328874360) [@sandroStocks](/creator/x/sandroStocks) 2025-10-16T10:30Z XXX followers, XXX engagements "Buying a cyclical after several years of record earnings and when the P/E ratio has hit a low point is a proven method for losing half your money in a short period of time. - Peter Lynch $amr $val $athof" [X Link](https://x.com/sandroStocks/status/1978873923996647603) [@sandroStocks](/creator/x/sandroStocks) 2025-10-16T17:21Z XXX 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.]
@sandrosubstack
"Noble $NE vs Valaris $val Which offshore driller is the better long-term bet - Fleet value - Backlog - Growth - Capital allocation - Valuation and more"
X Link @sandrosubstack 2025-10-07T09:29Z XXX followers, XXX engagements
"Were nearing a key inflection point for offshore drillers like $VAL and $NE. Utilization is already XX% and once it breaks XX% day-rates tend to accelerate. A short soft patch may appear over the next few quarters but the tightening that follows could reshape the entire cycle"
X Link @sandrosubstack 2025-10-07T16:51Z XXX followers, XXX engagements
"$amr $val $ath.to"
X Link @sandroStocks 2025-10-14T06:04Z XXX followers, XXX engagements
"New Post on Substack - My Portfolio Breakdown - Thoughts on $AMR $VAL and $ATH.TO - What Ive sold - What I plan to buy next. and more"
X Link @sandroStocks 2025-10-06T11:15Z XXX followers, XXX engagements
"New post on Substack Charlie Mungers biggest mistake: Belridge Oil What happened with Belridge My approach to investing Thoughts on $AMR $VAL & $ATH.TO and more Read here"
X Link @sandroStocks 2025-10-09T11:30Z XXX followers, XXX engagements
"Q3 Earnings Preview: $ath.to $amr $val $athof"
X Link @sandroStocks 2025-10-16T10:30Z XXX followers, XXX engagements
"Buying a cyclical after several years of record earnings and when the P/E ratio has hit a low point is a proven method for losing half your money in a short period of time. - Peter Lynch $amr $val $athof"
X Link @sandroStocks 2025-10-16T17:21Z XXX followers, XXX engagements
/creator/twitter::1677746957526204420/posts