[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.] #  @AdamRich_CAF Adam Rich Adam Rich posts on X about $glen, $234b, $xyz, $27b the most. They currently have XX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1975643333264363520/interactions)  - X Week XXX +3,429% - X Month XXX -XX% ### Mentions: X [#](/creator/twitter::1975643333264363520/posts_active)  - X Month XXX -XX% ### Followers: XX [#](/creator/twitter::1975643333264363520/followers)  - X Week XX +7.40% - X Month XX +14% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1975643333264363520/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) **Social topic influence** [$glen](/topic/$glen), [$234b](/topic/$234b), [$xyz](/topic/$xyz), [$27b](/topic/$27b), [$rio](/topic/$rio), [ceo](/topic/ceo), [business](/topic/business), [commodities](/topic/commodities), [ore](/topic/ore), [rio](/topic/rio) **Top assets mentioned** [Block, Inc. (XYZ)](/topic/$xyz) [Realio Network (RIO)](/topic/$rio) ### Top Social Posts Top posts by engagements in the last XX hours "Capital Allocation Insights: $GLEN Copper demand is accelerating faster than supply and even the majors cant grow fast enough. Glencores US$23.4B copper plan shows why. Despite nine projects and years of prep work Glencore expects only 400420 kt/year of new copper by 20302032. Thats the constraint: most large miners no longer have enough high-quality resources to grow materially faster. Grades are falling assets are aging and the next tier of deposits is lower grade deeper or higher risk. The bottleneck is geological as much as political. Glencore is concentrating its portfolio around the" [X Link](https://x.com/AdamRich_CAF/status/1997298766433366407) 2025-12-06T13:35Z XX followers, XXX engagements "Capital Allocation Insights: $XYZ $XYZ s trajectory shows how diffusion erodes compounding and how focus can restore it. In 2021 the company spent $27B in high-multiple equity to acquire Afterpay trading a focused high-ROI reinvestment engine for a complex BNPL platform with lower margins higher credit exposure and greater regulatory friction. Organic growth slowed operating leverage deferred and focused competitors like $TOST gained share by doubling reinvestment into a single customer base. Diffusion diluted returns. The UBS conference signaled a course correction. $XYZ is narrowing" [X Link](https://x.com/AdamRich_CAF/status/1996252566485668274) 2025-12-03T16:17Z XX followers, XXX engagements "Capital Allocation Insights: $RIO $RIO is tightening its portfolio and cutting capex a sign of discipline but also a signal that even the largest miners cant grow copper much faster. The new CEO is focusing the business on four commodities iron ore aluminum lithium and copper and resetting the playbook: operational discipline project execution and capital efficiency. After years of under-investment Rio is accelerating growth in the right places (Oyu Tolgoi Simandou Pilbara replacements lithium brines) while pulling back overall capex after 2027to US$10B per year. Even with this reinvestment" [X Link](https://x.com/AdamRich_CAF/status/1998087459444277445) 2025-12-08T17:49Z XX followers, XXX engagements "Capital Allocation Insights: $BASF Chemicals spent a decade overbuilding capacity driven by Chinas massive petchem expansion and global energy companies pushing downstream. Demand never kept up. Spreads and ROIC collapsed. $BASF s CMD shows what comes next: Discipline not capacity. CapEx for 20252028 cut to 16bn now below depreciation. Megaproject era over; only selective high-ROI nodes get capital. Coatings Food & Health feed enzymes Ag Solutions carve-outs and sales not new platforms. 2.1bn cost cuts + 3bn working-capital release turn self-help into the growth engine. If the global" [X Link](https://x.com/AdamRich_CAF/status/1998439443816980689) 2025-12-09T17:07Z XX followers, XXX engagements
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@AdamRich_CAF Adam Rich
Adam Rich posts on X about $glen, $234b, $xyz, $27b the most. They currently have XX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXX +3,429%
- X Month XXX -XX%
Mentions: X #
- X Month XXX -XX%
Followers: XX #
- X Week XX +7.40%
- X Month XX +14%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks finance
Social topic influence $glen, $234b, $xyz, $27b, $rio, ceo, business, commodities, ore, rio
Top assets mentioned Block, Inc. (XYZ) Realio Network (RIO)
Top Social Posts
Top posts by engagements in the last XX hours
"Capital Allocation Insights: $GLEN Copper demand is accelerating faster than supply and even the majors cant grow fast enough. Glencores US$23.4B copper plan shows why. Despite nine projects and years of prep work Glencore expects only 400420 kt/year of new copper by 20302032. Thats the constraint: most large miners no longer have enough high-quality resources to grow materially faster. Grades are falling assets are aging and the next tier of deposits is lower grade deeper or higher risk. The bottleneck is geological as much as political. Glencore is concentrating its portfolio around the"
X Link 2025-12-06T13:35Z XX followers, XXX engagements
"Capital Allocation Insights: $XYZ $XYZ s trajectory shows how diffusion erodes compounding and how focus can restore it. In 2021 the company spent $27B in high-multiple equity to acquire Afterpay trading a focused high-ROI reinvestment engine for a complex BNPL platform with lower margins higher credit exposure and greater regulatory friction. Organic growth slowed operating leverage deferred and focused competitors like $TOST gained share by doubling reinvestment into a single customer base. Diffusion diluted returns. The UBS conference signaled a course correction. $XYZ is narrowing"
X Link 2025-12-03T16:17Z XX followers, XXX engagements
"Capital Allocation Insights: $RIO $RIO is tightening its portfolio and cutting capex a sign of discipline but also a signal that even the largest miners cant grow copper much faster. The new CEO is focusing the business on four commodities iron ore aluminum lithium and copper and resetting the playbook: operational discipline project execution and capital efficiency. After years of under-investment Rio is accelerating growth in the right places (Oyu Tolgoi Simandou Pilbara replacements lithium brines) while pulling back overall capex after 2027to US$10B per year. Even with this reinvestment"
X Link 2025-12-08T17:49Z XX followers, XXX engagements
"Capital Allocation Insights: $BASF Chemicals spent a decade overbuilding capacity driven by Chinas massive petchem expansion and global energy companies pushing downstream. Demand never kept up. Spreads and ROIC collapsed. $BASF s CMD shows what comes next: Discipline not capacity. CapEx for 20252028 cut to 16bn now below depreciation. Megaproject era over; only selective high-ROI nodes get capital. Coatings Food & Health feed enzymes Ag Solutions carve-outs and sales not new platforms. 2.1bn cost cuts + 3bn working-capital release turn self-help into the growth engine. If the global"
X Link 2025-12-09T17:07Z XX followers, XXX engagements