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# ![@Sammy_the_Nose Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1547550761252491264.png) @Sammy_the_Nose Sam Bugs

Sam Bugs posts on X about $eeft, $mtdr, $wab, bloomberg the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1547550761252491264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1547550761252491264/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +26%
- X Months XXXXXXX +53%
- X Year XXXXXXX +164%

### Mentions: XX [#](/creator/twitter::1547550761252491264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1547550761252491264/c:line/m:posts_active.svg)

- X Week XX +5.80%
- X Month XXX +24%
- X Months XXX +5.30%
- X Year XXX +93%

### Followers: XXX [#](/creator/twitter::1547550761252491264/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1547550761252491264/c:line/m:followers.svg)

- X Week XXX +15%
- X Month XXX +19%
- X Months XXX +67%
- X Year XXX +104%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1547550761252491264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1547550761252491264/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1547550761252491264/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$eeft](/topic/$eeft) #1, [$mtdr](/topic/$mtdr) #1, [$wab](/topic/$wab) 1.88%, [bloomberg](/topic/bloomberg) #266, [$rely](/topic/$rely) 1.13%, [$gpn](/topic/$gpn) #10, [$cw](/topic/$cw) 1.13%, [$dvn](/topic/$dvn) 1.13%, [$eog](/topic/$eog) 1.13%, [$dox](/topic/$dox) #3

**Top accounts mentioned or mentioned by**
[@jevgenijs](/creator/undefined) [@jszhang0912](/creator/undefined) [@firstsquawk](/creator/undefined) [@cubedpermian](/creator/undefined) [@skundojjala](/creator/undefined) [@bigorrin](/creator/undefined) [@tparsi](/creator/undefined) [@vzaiven](/creator/undefined) [@310value](/creator/undefined) [@semianalysis](/creator/undefined) [@beaniemaxi](/creator/undefined) [@fahd_alkhtany](/creator/undefined) [@patriezzzz](/creator/undefined) [@philwmagness](/creator/undefined) [@financialjuice](/creator/undefined) [@jamessurowiecki](/creator/undefined) [@zhangtaisu](/creator/undefined) [@econ713](/creator/undefined) [@secretaryburgum](/creator/undefined) [@soberlook](/creator/undefined)

**Top assets mentioned**
[Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [WABnetwork (WAB)](/topic/$wab) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Global Payments Inc (GPN)](/topic/$gpn) [Curtiss-Wright Corp. (CW)](/topic/$cw) [Devon Energy Corp (DVN)](/topic/$dvn) [EOG Resources Inc (EOG)](/topic/$eog) [Amdocs, Ltd. (DOX)](/topic/$dox) [Western Union Co (WU)](/topic/$wu) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [4 (FOUR)](/topic/$four) [Exxon Mobil (XOM)](/topic/$xom) [Wise (WISE)](/topic/$wise) [Crane Holdings, Co. (CR)](/topic/$cr) [Eesee (ESE)](/topic/$ese) [Copiosa Coin (COP2)](/topic/$cop) [PWR Coin (PWR)](/topic/$pwr) [MasTec, Inc. (MTZ)](/topic/$mtz) [Primoris Services Corporation (PRIM)](/topic/$prim) [Toast, Inc. (TOST)](/topic/$tost) [Block, Inc. (XYZ)](/topic/$xyz) [Fiserv, Inc. (FI)](/topic/$fi) [Seascape Crowns (CWS)](/topic/$cws) [MKS Instruments Inc (MKSI)](/topic/$mksi) [LKQ Corporation (LKQ)](/topic/$lkq) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Eagle Materials, Inc. (EXP)](/topic/$exp) [Simpson Manufacturing Co., Inc. (SSD)](/topic/$ssd) [PulteGroup, Inc. (PHM)](/topic/$phm)
### Top Social Posts [#](/creator/twitter::1547550761252491264/posts)
---
Top posts by engagements in the last XX hours

"Interesting insight from someone (Simon Taylor) who is deeply knowledgeable about and all in on stablecoin: (9/22/2025 Tokenized podcast) $EEFT"  
[X Link](https://x.com/Sammy_the_Nose/status/1978825631669322220) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-16T14:09Z XXX followers, 2288 engagements


"Interesting how poorly $DOX has done relative to peer $CSGS"  
[X Link](https://x.com/Sammy_the_Nose/status/1976013622032859366) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T19:55Z XXX followers, XXX engagements


"A litmus test on Trump administration support of the merger could be whether he nominates a fifth STB member to fill a vacancy that would break the apparent tie. $WAB"  
[X Link](https://x.com/Sammy_the_Nose/status/1950525852678082912) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-07-30T11:56Z XXX followers, XXX engagements


"One more comment on $EEFT and I'll shut up -- it's like watching a train wreck -- can't take my eyes off it: The stock is below its Liberation Day low"  
[X Link](https://x.com/Sammy_the_Nose/status/1976004766808592795) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T19:20Z XXX followers, XXX engagements


"Impressive increase in $THO's motorized backlog while dealer inventory fell"  
[X Link](https://x.com/Sammy_the_Nose/status/1970861605106946305) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-24T14:43Z XXX followers, XX engagements


"In an earlier post I had the wrong ticker for Vital Energy. It should have been $VTLE. Remember $MTDR's horseshoe wells in '23 $VTLE now has a "J-hook" well design (the one on the left)"  
[X Link](https://x.com/Sammy_the_Nose/status/1955772221655253469) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-08-13T23:23Z XXX followers, XXX engagements


"To that point a couple stablecoin experts made the following comments on the Tokenized podcast on September XX regarding MoneyGram already offering on and off ramps. $EEFT $MGI"  
[X Link](https://x.com/Sammy_the_Nose/status/1978804822405984332) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-16T12:46Z XXX followers, 1452 engagements


"$RELY recently announced the following. $EEFT is going to have to decide whether Ria or Xe need competitive responses"  
[X Link](https://x.com/Sammy_the_Nose/status/1966163030041047272) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-11T15:32Z XXX followers, XXX engagements


"This would increase $WAB's backlog by XX% sequentially to $26.0B. That's $14MM a locomotive"  
[X Link](https://x.com/Sammy_the_Nose/status/1970183916440166430) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-22T17:50Z XXX followers, XXX engagements


"Possibly a $WAB loco in video given that Ukraine historically is a customer. This chart is from 2022"  
[X Link](https://x.com/Sammy_the_Nose/status/1975923792447672676) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T13:58Z XXX followers, XXX engagements


"$EEFT $RELY $WISE $WU YTD Return"  
[X Link](https://x.com/Sammy_the_Nose/status/1976385294758039836) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-09T20:32Z XXX followers, XXX engagements


"There might be some typical Trump Administration hyperbole in this as recent $WAB loco sales of this model have been far lower"  
[X Link](https://x.com/Sammy_the_Nose/status/1970185176929182015) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-22T17:55Z XXX followers, XX engagements


"Given the attention eSIM is getting given $AAPL's new iPhones it's interesting that $DOX which feels like a forgotten company is helping make it happen. ('25E and '26E are based on consensus estimates; MVNO = Mobile Virtual Network Operator; SMDP+ = Subscription Manager Data Preparation Plus platform a key component in the eSIM ecosystem for mobile telecommunications. )"  
[X Link](https://x.com/Sammy_the_Nose/status/1968755354193510526) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-18T19:13Z XXX followers, XXX engagements


"At first blush $JKHY doesn't seem at risk of losing business as a result of this combination"  
[X Link](https://x.com/Sammy_the_Nose/status/1965360251785613399) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-09T10:22Z XXX followers, XXX engagements


"$GPN has contracted with about XXX stadiums and venues around the world and $FOUR has at least XXX sports and entertainment venue clients per Bloomberg"  
[X Link](https://x.com/Sammy_the_Nose/status/1957467249935085787) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-08-18T15:38Z XXX followers, XXX engagements


"Plusses and minuses of potential rail mergers on $WAB. Market seems more concerned about near-term risks than upside of potential upside from larger rail shipping market share"  
[X Link](https://x.com/Sammy_the_Nose/status/1950508034737791329) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-07-30T10:45Z XXX followers, XXX engagements


"Wall Street has been selling E&Ps whether WTI is up or down on the day but $MTDR insiders keep adding to their positions. These are all buys (130-5000 shares all in high 40s):"  
[X Link](https://x.com/Sammy_the_Nose/status/1967926110525833646) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-16T12:18Z XXX followers, XXX engagements


"Comments like this today from Fortune make me wonder about companies like $CR $CW and $ESE that are trading at multiples much higher than their historical ranges but who knows"  
[X Link](https://x.com/Sammy_the_Nose/status/1970569065652765091) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-23T19:20Z XXX followers, XXX engagements


"@jszhang0912 I can't remember why but I passed on doing further work on it. Think I should revisit"  
[X Link](https://x.com/Sammy_the_Nose/status/1976426636993233212) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-09T23:16Z XXX followers, XX engagements


"This time around we're looking at both demand weakness and supply strength.easy to see why oil investors are bearish. $COP $DVN $EOG $MTDR $XOM"  
[X Link](https://x.com/Sammy_the_Nose/status/1967645671965745658) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-15T17:44Z XXX followers, XXX engagements


"$PWR $MTZ $PRIM"  
[X Link](https://x.com/Sammy_the_Nose/status/1968992702172705051) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-19T10:56Z XXX followers, XXX engagements


"$JKHY. Seems like a great way to protect clients from modern interlopers"  
[X Link](https://x.com/Sammy_the_Nose/status/1965041451672490304) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-08T13:16Z XXX followers, XXX engagements


"Whether stablecoins have any chance of taking share within the next ten years is irrelevant to the shorts as long as the trade keeps working. $EEFT $RELY $WU"  
[X Link](https://x.com/Sammy_the_Nose/status/1970524923283284053) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-23T16:25Z XXX followers, XXX engagements


"$JKHY's annual increase in EBITDA per average employee has been consistent in recent years"  
[X Link](https://x.com/Sammy_the_Nose/status/1958618315418738874) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-08-21T19:52Z XXX followers, XXX engagements


"I asked Perplexity to add $GPN's Genius which looks competitive in every category:"  
[X Link](https://x.com/Sammy_the_Nose/status/1970439996503900606) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-23T10:47Z XXX followers, XXX engagements


"Whereas about XX% of $CW's revenue is from aerospace and defense. Interesting that CW's stock price is up 2X the A&D index given that over 2/3 of its revenue is from A&D"  
[X Link](https://x.com/Sammy_the_Nose/status/1975586932496150756) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-07T15:40Z XXX followers, XXX engagements


"Waha gas dropping earlier this year. $DVN $EOG $MTDR"  
[X Link](https://x.com/Sammy_the_Nose/status/1968300084279509383) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-17T13:04Z XXX followers, XXX engagements


"Dingmann believes $MTDR could trade as high as a 5.0-times multiple and XX% yield suggesting an equally weighted fair value of $XX per share or XX% upside. Dingmann has over XX years of experience analyzing E&Ps"  
[X Link](https://x.com/Sammy_the_Nose/status/1959952361322893582) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-08-25T12:13Z XXX followers, XXX engagements


"$MKSI breaks out a "Specialty Industrial" unit that had $1.2B in revenue (29% of revenues) in '24 with revenue down XXX% YTD. The unit has "expertise and proprietary technologies across a broad array of applications in industrial life and health sciences and research and defense markets". Per the 10-K the unit's products include: Advanced chemical processes and production equipment for the manufacturing of PCBs package substrates and wafers used in smartphones computers other consumer electronics server and data centers automotive electronics and the medical and industrial industries."  
[X Link](https://x.com/Sammy_the_Nose/status/1976962017891168460) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-11T10:44Z XXX followers, XXX engagements


"This $CW v. nuclear correlation is fascinating given that just 15-18% of CW's revenue is related to commercial nuclear"  
[X Link](https://x.com/Sammy_the_Nose/status/1975582787379077252) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-07T15:23Z XXX followers, XXX engagements


"$WAB cleared things up with its own press release: "The order also includes maintenance services agreements to support the new locomotives and KTZs existing railroad fleet. ""  
[X Link](https://x.com/Sammy_the_Nose/status/1970190599090500069) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-22T18:16Z XXX followers, XXX engagements


"Fortune morning note: $DVN $EOG $MTDR $XOM"  
[X Link](https://x.com/Sammy_the_Nose/status/1971161745952797104) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-25T10:35Z XXX followers, XXX engagements


"DB raised its price target for $CW to $XXX. Were that actually to occur this is how the valuation would look at that price. And the chart is based on '25 and '26 EPS estimates slightly above the current Bloomberg median consensus"  
[X Link](https://x.com/Sammy_the_Nose/status/1975895006083969423) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T12:04Z XXX followers, XXX engagements


"On the topic of fascinating valuations $MTDR has done nothing in recent years except beat expectations increase dividends increase buybacks and maintain insider buying far above peers. Chart based on Bloomberg median consensus estimates but assuming X% below median in '25 and X% above in '26. Out years based on X% production growth and current futures curve pricing (the little barrels show the historical and current futures prices for WTI on the right-hand axis)"  
[X Link](https://x.com/Sammy_the_Nose/status/1975907416232395245) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T12:53Z XXX followers, XXX engagements


"Single family housing starts had great July awful August. $CSL $EXP $PHM $SSD"  
[X Link](https://x.com/Sammy_the_Nose/status/1968645966535258283) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-18T11:59Z XXX followers, XXX engagements


"$THO's motorized market share increased over the past six months -- encouraging given the monthly refrain on X that Airstream is in a seller's market"  
[X Link](https://x.com/Sammy_the_Nose/status/1970876455136412065) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-24T15:42Z XXX followers, XX engagements


"$EEFT fun fact: During this period while the stock dropped $XX a share and three consecutive quarters were reported where the incremental EBIT margin approximately doubled the reported EBIT margin EEFT's short interest has quadrupled from 1MM shares to 4MM shares. Assuming that the August increase in the short interest of 1.5MM shares is related to issuing the convert then shares shorted outright increased by 2.5X over this period. N.B. Institutional investors love shorting companies that don't pay dividends because if you are short a dividend-paying stock you have to pay the dividend."  
[X Link](https://x.com/Sammy_the_Nose/status/1976002391922143647) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-08T19:10Z XXX followers, XXX engagements


"Fascinating $EEFT valuation. This chart assumes '26 EPS comes in XX% below Bloomberg median estimate of $XXXXX and assumes SBC is an expense. In other words instead of using $XXXXX this chart assumes ($11.19/1.10 -$0.90) = $XXXX for '26E EPS where I am assuming SBC will be $XXXX a share. It assumes EPS in '27 and '28 grows by 6%. I personally think earnings will be better than that but that is what is embedded in this chart. The market seems to be thinking that reduced global immigration and stablecoin adoptions are going to blow up earnings"  
[X Link](https://x.com/Sammy_the_Nose/status/1975654637463080995) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-10-07T20:09Z XXX followers, XXX engagements


"Presumably Elliott bought over 6MM shares in the 3Q up from zero at end of 2Q per Bloomberg table below. $GPN"  
[X Link](https://x.com/Sammy_the_Nose/status/1972638250545422770) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-29T12:23Z XXX followers, 1163 engagements


"Re new board member Troy and Patty worked together at TSYS. $GPN"  
[X Link](https://x.com/Sammy_the_Nose/status/1972646091364651438) [@Sammy_the_Nose](/creator/x/Sammy_the_Nose) 2025-09-29T12:54Z 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.]

@Sammy_the_Nose Avatar @Sammy_the_Nose Sam Bugs

Sam Bugs posts on X about $eeft, $mtdr, $wab, bloomberg the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +26%
  • X Months XXXXXXX +53%
  • X Year XXXXXXX +164%

Mentions: XX #

Mentions Line Chart

  • X Week XX +5.80%
  • X Month XXX +24%
  • X Months XXX +5.30%
  • X Year XXX +93%

Followers: XXX #

Followers Line Chart

  • X Week XXX +15%
  • X Month XXX +19%
  • X Months XXX +67%
  • X Year XXX +104%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX%

Social topic influence $eeft #1, $mtdr #1, $wab 1.88%, bloomberg #266, $rely 1.13%, $gpn #10, $cw 1.13%, $dvn 1.13%, $eog 1.13%, $dox #3

Top accounts mentioned or mentioned by @jevgenijs @jszhang0912 @firstsquawk @cubedpermian @skundojjala @bigorrin @tparsi @vzaiven @310value @semianalysis @beaniemaxi @fahd_alkhtany @patriezzzz @philwmagness @financialjuice @jamessurowiecki @zhangtaisu @econ713 @secretaryburgum @soberlook

Top assets mentioned Euronet Worldwide Inc (EEFT) Matador Resources, Co. (MTDR) WABnetwork (WAB) Remitly Global, Inc. Common Stock (RELY) Global Payments Inc (GPN) Curtiss-Wright Corp. (CW) Devon Energy Corp (DVN) EOG Resources Inc (EOG) Amdocs, Ltd. (DOX) Western Union Co (WU) Jack Henry & Associates, Inc. (JKHY) 4 (FOUR) Exxon Mobil (XOM) Wise (WISE) Crane Holdings, Co. (CR) Eesee (ESE) Copiosa Coin (COP2) PWR Coin (PWR) MasTec, Inc. (MTZ) Primoris Services Corporation (PRIM) Toast, Inc. (TOST) Block, Inc. (XYZ) Fiserv, Inc. (FI) Seascape Crowns (CWS) MKS Instruments Inc (MKSI) LKQ Corporation (LKQ) Carlisle Companies, Inc. (CSL) Eagle Materials, Inc. (EXP) Simpson Manufacturing Co., Inc. (SSD) PulteGroup, Inc. (PHM)

Top Social Posts #


Top posts by engagements in the last XX hours

"Interesting insight from someone (Simon Taylor) who is deeply knowledgeable about and all in on stablecoin: (9/22/2025 Tokenized podcast) $EEFT"
X Link @Sammy_the_Nose 2025-10-16T14:09Z XXX followers, 2288 engagements

"Interesting how poorly $DOX has done relative to peer $CSGS"
X Link @Sammy_the_Nose 2025-10-08T19:55Z XXX followers, XXX engagements

"A litmus test on Trump administration support of the merger could be whether he nominates a fifth STB member to fill a vacancy that would break the apparent tie. $WAB"
X Link @Sammy_the_Nose 2025-07-30T11:56Z XXX followers, XXX engagements

"One more comment on $EEFT and I'll shut up -- it's like watching a train wreck -- can't take my eyes off it: The stock is below its Liberation Day low"
X Link @Sammy_the_Nose 2025-10-08T19:20Z XXX followers, XXX engagements

"Impressive increase in $THO's motorized backlog while dealer inventory fell"
X Link @Sammy_the_Nose 2025-09-24T14:43Z XXX followers, XX engagements

"In an earlier post I had the wrong ticker for Vital Energy. It should have been $VTLE. Remember $MTDR's horseshoe wells in '23 $VTLE now has a "J-hook" well design (the one on the left)"
X Link @Sammy_the_Nose 2025-08-13T23:23Z XXX followers, XXX engagements

"To that point a couple stablecoin experts made the following comments on the Tokenized podcast on September XX regarding MoneyGram already offering on and off ramps. $EEFT $MGI"
X Link @Sammy_the_Nose 2025-10-16T12:46Z XXX followers, 1452 engagements

"$RELY recently announced the following. $EEFT is going to have to decide whether Ria or Xe need competitive responses"
X Link @Sammy_the_Nose 2025-09-11T15:32Z XXX followers, XXX engagements

"This would increase $WAB's backlog by XX% sequentially to $26.0B. That's $14MM a locomotive"
X Link @Sammy_the_Nose 2025-09-22T17:50Z XXX followers, XXX engagements

"Possibly a $WAB loco in video given that Ukraine historically is a customer. This chart is from 2022"
X Link @Sammy_the_Nose 2025-10-08T13:58Z XXX followers, XXX engagements

"$EEFT $RELY $WISE $WU YTD Return"
X Link @Sammy_the_Nose 2025-10-09T20:32Z XXX followers, XXX engagements

"There might be some typical Trump Administration hyperbole in this as recent $WAB loco sales of this model have been far lower"
X Link @Sammy_the_Nose 2025-09-22T17:55Z XXX followers, XX engagements

"Given the attention eSIM is getting given $AAPL's new iPhones it's interesting that $DOX which feels like a forgotten company is helping make it happen. ('25E and '26E are based on consensus estimates; MVNO = Mobile Virtual Network Operator; SMDP+ = Subscription Manager Data Preparation Plus platform a key component in the eSIM ecosystem for mobile telecommunications. )"
X Link @Sammy_the_Nose 2025-09-18T19:13Z XXX followers, XXX engagements

"At first blush $JKHY doesn't seem at risk of losing business as a result of this combination"
X Link @Sammy_the_Nose 2025-09-09T10:22Z XXX followers, XXX engagements

"$GPN has contracted with about XXX stadiums and venues around the world and $FOUR has at least XXX sports and entertainment venue clients per Bloomberg"
X Link @Sammy_the_Nose 2025-08-18T15:38Z XXX followers, XXX engagements

"Plusses and minuses of potential rail mergers on $WAB. Market seems more concerned about near-term risks than upside of potential upside from larger rail shipping market share"
X Link @Sammy_the_Nose 2025-07-30T10:45Z XXX followers, XXX engagements

"Wall Street has been selling E&Ps whether WTI is up or down on the day but $MTDR insiders keep adding to their positions. These are all buys (130-5000 shares all in high 40s):"
X Link @Sammy_the_Nose 2025-09-16T12:18Z XXX followers, XXX engagements

"Comments like this today from Fortune make me wonder about companies like $CR $CW and $ESE that are trading at multiples much higher than their historical ranges but who knows"
X Link @Sammy_the_Nose 2025-09-23T19:20Z XXX followers, XXX engagements

"@jszhang0912 I can't remember why but I passed on doing further work on it. Think I should revisit"
X Link @Sammy_the_Nose 2025-10-09T23:16Z XXX followers, XX engagements

"This time around we're looking at both demand weakness and supply strength.easy to see why oil investors are bearish. $COP $DVN $EOG $MTDR $XOM"
X Link @Sammy_the_Nose 2025-09-15T17:44Z XXX followers, XXX engagements

"$PWR $MTZ $PRIM"
X Link @Sammy_the_Nose 2025-09-19T10:56Z XXX followers, XXX engagements

"$JKHY. Seems like a great way to protect clients from modern interlopers"
X Link @Sammy_the_Nose 2025-09-08T13:16Z XXX followers, XXX engagements

"Whether stablecoins have any chance of taking share within the next ten years is irrelevant to the shorts as long as the trade keeps working. $EEFT $RELY $WU"
X Link @Sammy_the_Nose 2025-09-23T16:25Z XXX followers, XXX engagements

"$JKHY's annual increase in EBITDA per average employee has been consistent in recent years"
X Link @Sammy_the_Nose 2025-08-21T19:52Z XXX followers, XXX engagements

"I asked Perplexity to add $GPN's Genius which looks competitive in every category:"
X Link @Sammy_the_Nose 2025-09-23T10:47Z XXX followers, XXX engagements

"Whereas about XX% of $CW's revenue is from aerospace and defense. Interesting that CW's stock price is up 2X the A&D index given that over 2/3 of its revenue is from A&D"
X Link @Sammy_the_Nose 2025-10-07T15:40Z XXX followers, XXX engagements

"Waha gas dropping earlier this year. $DVN $EOG $MTDR"
X Link @Sammy_the_Nose 2025-09-17T13:04Z XXX followers, XXX engagements

"Dingmann believes $MTDR could trade as high as a 5.0-times multiple and XX% yield suggesting an equally weighted fair value of $XX per share or XX% upside. Dingmann has over XX years of experience analyzing E&Ps"
X Link @Sammy_the_Nose 2025-08-25T12:13Z XXX followers, XXX engagements

"$MKSI breaks out a "Specialty Industrial" unit that had $1.2B in revenue (29% of revenues) in '24 with revenue down XXX% YTD. The unit has "expertise and proprietary technologies across a broad array of applications in industrial life and health sciences and research and defense markets". Per the 10-K the unit's products include: Advanced chemical processes and production equipment for the manufacturing of PCBs package substrates and wafers used in smartphones computers other consumer electronics server and data centers automotive electronics and the medical and industrial industries."
X Link @Sammy_the_Nose 2025-10-11T10:44Z XXX followers, XXX engagements

"This $CW v. nuclear correlation is fascinating given that just 15-18% of CW's revenue is related to commercial nuclear"
X Link @Sammy_the_Nose 2025-10-07T15:23Z XXX followers, XXX engagements

"$WAB cleared things up with its own press release: "The order also includes maintenance services agreements to support the new locomotives and KTZs existing railroad fleet. ""
X Link @Sammy_the_Nose 2025-09-22T18:16Z XXX followers, XXX engagements

"Fortune morning note: $DVN $EOG $MTDR $XOM"
X Link @Sammy_the_Nose 2025-09-25T10:35Z XXX followers, XXX engagements

"DB raised its price target for $CW to $XXX. Were that actually to occur this is how the valuation would look at that price. And the chart is based on '25 and '26 EPS estimates slightly above the current Bloomberg median consensus"
X Link @Sammy_the_Nose 2025-10-08T12:04Z XXX followers, XXX engagements

"On the topic of fascinating valuations $MTDR has done nothing in recent years except beat expectations increase dividends increase buybacks and maintain insider buying far above peers. Chart based on Bloomberg median consensus estimates but assuming X% below median in '25 and X% above in '26. Out years based on X% production growth and current futures curve pricing (the little barrels show the historical and current futures prices for WTI on the right-hand axis)"
X Link @Sammy_the_Nose 2025-10-08T12:53Z XXX followers, XXX engagements

"Single family housing starts had great July awful August. $CSL $EXP $PHM $SSD"
X Link @Sammy_the_Nose 2025-09-18T11:59Z XXX followers, XXX engagements

"$THO's motorized market share increased over the past six months -- encouraging given the monthly refrain on X that Airstream is in a seller's market"
X Link @Sammy_the_Nose 2025-09-24T15:42Z XXX followers, XX engagements

"$EEFT fun fact: During this period while the stock dropped $XX a share and three consecutive quarters were reported where the incremental EBIT margin approximately doubled the reported EBIT margin EEFT's short interest has quadrupled from 1MM shares to 4MM shares. Assuming that the August increase in the short interest of 1.5MM shares is related to issuing the convert then shares shorted outright increased by 2.5X over this period. N.B. Institutional investors love shorting companies that don't pay dividends because if you are short a dividend-paying stock you have to pay the dividend."
X Link @Sammy_the_Nose 2025-10-08T19:10Z XXX followers, XXX engagements

"Fascinating $EEFT valuation. This chart assumes '26 EPS comes in XX% below Bloomberg median estimate of $XXXXX and assumes SBC is an expense. In other words instead of using $XXXXX this chart assumes ($11.19/1.10 -$0.90) = $XXXX for '26E EPS where I am assuming SBC will be $XXXX a share. It assumes EPS in '27 and '28 grows by 6%. I personally think earnings will be better than that but that is what is embedded in this chart. The market seems to be thinking that reduced global immigration and stablecoin adoptions are going to blow up earnings"
X Link @Sammy_the_Nose 2025-10-07T20:09Z XXX followers, XXX engagements

"Presumably Elliott bought over 6MM shares in the 3Q up from zero at end of 2Q per Bloomberg table below. $GPN"
X Link @Sammy_the_Nose 2025-09-29T12:23Z XXX followers, 1163 engagements

"Re new board member Troy and Patty worked together at TSYS. $GPN"
X Link @Sammy_the_Nose 2025-09-29T12:54Z XXX followers, XXX engagements

creator/x::Sammy_the_Nose
/creator/x::Sammy_the_Nose