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# ![@alwayslearni Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3126840508.png) @alwayslearni 😊

😊 posts on X about investment, infrastructure, $slb, $lyb the most. They currently have XXXXX followers and 1647 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::3126840508/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3126840508/c:line/m:interactions.svg)

- X Week XXXXXX +111%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +47%

### Mentions: XX [#](/creator/twitter::3126840508/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3126840508/c:line/m:posts_active.svg)

- X Week XX +54%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX +164%

### Followers: XXXXX [#](/creator/twitter::3126840508/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3126840508/c:line/m:followers.svg)

- X Week XXXXX -XXXX%
- X Month XXXXX -XXXX%
- X Months XXXXX +16%
- X Year XXXXX +28%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::3126840508/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3126840508/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3126840508/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [currencies](/list/currencies) 

**Social topic influence**
[investment](/topic/investment), [infrastructure](/topic/infrastructure) #1226, [$slb](/topic/$slb) #10, [$lyb](/topic/$lyb), [$lng](/topic/$lng) #2, [china](/topic/china), [$googl](/topic/$googl), [blockchain](/topic/blockchain), [$oxys](/topic/$oxys), [aviation](/topic/aviation)

**Top assets mentioned**
[Schlumberger NV (SLB)](/topic/$slb) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Veritise (VTS)](/topic/$vts) [Ecopetrol S.A (EC)](/topic/$ec) [Altria Group Inc (MO)](/topic/$mo) [PolkaBridge (PBR)](/topic/$pbr) [Kraft Heinz Co (KHC)](/topic/$khc) [Ares Capital, Corp. (ARCC)](/topic/$arcc) [United Parcel Service, Inc. (UPS)](/topic/united-parcel-service) [Healthpeak (DOC)](/topic/healthpeak) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Cal-Maine Foods Inc (CALM)](/topic/$calm) [Kroger Co (KR)](/topic/kroger) [Whirlpool Corporation (WHR)](/topic/$whr) [Bitcoin (BTC)](/topic/bitcoin) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Auroracoin (AUR)](/topic/$aur) [DoorDash, Inc. (DASH)](/topic/doordash) [Dash (DASH)](/topic/$dash) [Exelon Corporation (EXC)](/topic/$exc) [Spire Inc. (SR)](/topic/$sr) [Teck Resources Limited (TECK)](/topic/$teck) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Cooper Companies, Inc. (COO)](/topic/$coo)
### Top Social Posts [#](/creator/twitter::3126840508/posts)
---
Top posts by engagements in the last XX hours

"Urban traffic rules (Madrids Low-Emission Zone) Corporate ESG disclosures Blockchain carbon markets like $OXYs 1PointFive or voluntary credit systems Maritime or aviation levies All of them plug into the same data-registry layer: measurement verification tokenization settlement. Once built that layer can be repurposed for energy water or even behavioral credits. Governments gain predictable revenue and real-time enforcement tools. Corporations gain tradable assets and compliance-as-a-service markets. Investors gain a new asset class uncorrelated to GDP cycles"  
[X Link](https://x.com/alwayslearni/status/1979174280848929254) [@alwayslearni](/creator/x/alwayslearni) 2025-10-17T13:14Z 2840 followers, XXX engagements


"$TPL $VTS $LB Energy + Land"  
[X Link](https://x.com/alwayslearni/status/1940116230800556528) [@alwayslearni](/creator/x/alwayslearni) 2025-07-01T18:32Z 2842 followers, XXX engagements


"$EC $LYB $PBR"  
[X Link](https://x.com/alwayslearni/status/1977012128147292426) [@alwayslearni](/creator/x/alwayslearni) 2025-10-11T14:03Z 2839 followers, XXX engagements


"Deflation (or at least relative price compression) clears out those excess valuations allowing: Factories land and equipment to be repriced to productive not speculative value. Labor to shift from service/financial sectors into manufacturing at sustainable wage-productivity ratios. Capital to rotate from paper assets into productive investment"  
[X Link](https://x.com/alwayslearni/status/1977021459965911209) [@alwayslearni](/creator/x/alwayslearni) 2025-10-11T14:40Z 2839 followers, XXX engagements


"As @ektrit stated Ocado group buy it"  
[X Link](https://x.com/alwayslearni/status/1977510816363782460) [@alwayslearni](/creator/x/alwayslearni) 2025-10-12T23:04Z 2839 followers, XXX engagements


"2018 Chinese firm Wingtech Technology acquires Nexperia formerly part of Philips / NXP Semiconductors. Source: Wikipedia Nov 2022 UK government orders Nexperia to divest Newport Wafer Fab citing national-security risks. Source: UK Gov / Reuters Mar 2024 Cyberattack hits Nexperia; unauthorized access to IT servers detected systems disconnected investigation launched. Source: Reuters (Apr XX 2024) Dec 2024 Wingtech added to the U.S. Entity List; Nexperia pledges compliance and operational firewalls between itself and its Chinese parent. Source: Reuters (Dec X 2024) July 2025 Wingtech Technology"  
[X Link](https://x.com/alwayslearni/status/1977701763139395965) [@alwayslearni](/creator/x/alwayslearni) 2025-10-13T11:43Z 2839 followers, XXX engagements


"That same month Lingotto Investment Management LLP an affiliate of Exor N.V. the Agnelli familys industrial holding company behind Ferrari and Stellantis disclosed a XXXXX percent total exposure to Ocado Group. Lingotto now represents Ocados largest known shareholder and adds a strategic long-duration anchor to its register. Ocado is also a top-ten holding in the First Trust Nasdaq Artificial Intelligence and Robotics ETF (ticker ROBT) placing it alongside global automation leaders and signalling its reclassification from retail to technology infrastructure. Political and Policy Environment"  
[X Link](https://x.com/alwayslearni/status/1978235381272183077) [@alwayslearni](/creator/x/alwayslearni) 2025-10-14T23:04Z 2841 followers, XX engagements


"9. Risks The main operational risk is execution on partner rollouts. In September 2025 Ocado shares fell after reports that U.S. partner Kroger may slow warehouse automation investments. High interest expenses from XXXXXX percent coupon debt also compress short-term earnings. Given Ocados dependence on large-scale infrastructure projects delays can have outsized optical impact even if underlying unit economics remain sound. Strategic Takeaway The UK market today offers four core contrarian themes: takeover premiums energy policy re-ratings housing supply reforms and neglected mid-caps. Ocado"  
[X Link](https://x.com/alwayslearni/status/1978235383721976192) [@alwayslearni](/creator/x/alwayslearni) 2025-10-14T23:04Z 2839 followers, XX engagements


"@davidblake12345 Ooo $WHR Thank you"  
[X Link](https://x.com/alwayslearni/status/1978625503448723503) [@alwayslearni](/creator/x/alwayslearni) 2025-10-16T00:54Z 2839 followers, XX engagements


"Energy is the real money. Thats what you dont get is energy were zero cost then bitcoin would be a valuable mechanism for energy. The thing is it burns energy so value vanquishes so you can have a little digital claim on a ledger. That energy could have been used for something productive"  
[X Link](https://x.com/alwayslearni/status/1978626870636581004) [@alwayslearni](/creator/x/alwayslearni) 2025-10-16T00:59Z 2841 followers, XXX engagements


"What is other Also what is the surplus in terms of real goods Its important not to deceive oneself as the Soviets did"  
[X Link](https://x.com/alwayslearni/status/1979012086760878474) [@alwayslearni](/creator/x/alwayslearni) 2025-10-17T02:30Z 2839 followers, XXX engagements


"@EricLDaugh It started long before Trump both admins made this happen"  
[X Link](https://x.com/alwayslearni/status/1979307890692300805) [@alwayslearni](/creator/x/alwayslearni) 2025-10-17T22:05Z 2841 followers, XXX engagements


"Wow Salesforce ventures XX% IRR hmm"  
[X Link](https://x.com/alwayslearni/status/1979412161806872976) [@alwayslearni](/creator/x/alwayslearni) 2025-10-18T05:00Z 2839 followers, XXX engagements


"👀 Uzbekistan is going to see a flood to western tourism"  
[X Link](https://x.com/alwayslearni/status/1979555272801546299) [@alwayslearni](/creator/x/alwayslearni) 2025-10-18T14:28Z 2839 followers, XXX engagements


"$OCCDY $OCDGF $OCDO.L $OCDO Ocado Group Investment Thesis (Positioning Ocado as a strategic automation asset amid supply-chain volatility and undervalued UK equities) The United Kingdoms equity market in 2025 has become a magnet for contrarian capital. Depressed valuations political overhangs and limited analyst coverage have created deep inefficiencies a setup that global private equity and U.S. strategics are exploiting. The recent KKR bid for Spectris at more than a XXX percent premium illustrates the depth of this re-rating potential. Many UK-listed firms are trading far below intrinsic"  
[X Link](https://x.com/alwayslearni/status/1978235378290028922) [@alwayslearni](/creator/x/alwayslearni) 2025-10-14T23:04Z 2841 followers, XXX engagements


"Each duplication requires total integration of its domestic system meaning: tighter capital controls surveillance harmonization between state and corporate actors algorithmic resource allocation social conformity to wartime economic logic. So decoupling becomes the catalyst for internal consolidation the same way the Cold War militarized industrial economies"  
[X Link](https://x.com/alwayslearni/status/1978788825716679130) [@alwayslearni](/creator/x/alwayslearni) 2025-10-16T11:43Z 2840 followers, XX engagements


"Potential Buys: $EXC $ASTH $SR"  
[X Link](https://x.com/alwayslearni/status/1962641930564624848) [@alwayslearni](/creator/x/alwayslearni) 2025-09-01T22:21Z 2841 followers, XXX engagements


"Boaz (Hebrew: in him is strength) and Bou Aziz (Arabic: man/father of the mighty)"  
[X Link](https://x.com/alwayslearni/status/1979306708041138343) [@alwayslearni](/creator/x/alwayslearni) 2025-10-17T22:01Z 2842 followers, XXX engagements


"$SLB now has three income streams: Traditional oilfield services (cyclical) Digital software (recurring) Data center infrastructure (recurring fast growth) - Revenue growth XXX% YoY"  
[X Link](https://x.com/alwayslearni/status/1979319669199900884) [@alwayslearni](/creator/x/alwayslearni) 2025-10-17T22:52Z 2842 followers, XXX engagements


"Transformation: $SLB is shifting from a traditional oilfield-services company to a hybrid energy + AI infrastructure provider integrating digital software field sensors and modular data-center systems. Digital Division: Q3 2025 revenue $XXX M (+11% QoQ) with XXXX % EBITDA margin and $XXX M ARR; fastest-growing segment now X % of total revenue but XX % of profit. ChampionX Integration: Closed July 2025; added $XXX M quarterly revenue and XX 000+ connected assets strengthening SLBs IoT and automation base across production systems. Data Center Solutions: Revenue more than doubled YoY; new $18.5"  
[X Link](https://x.com/alwayslearni/status/1979553749061243313) [@alwayslearni](/creator/x/alwayslearni) 2025-10-18T14:22Z 2842 followers, XXX engagements


"Or maybe inflation and poor job market Gamblers often assume everyone spends like they do at the tables and machines but the numbers tell a different story. In 2024 the average gambler spent just XXX hours per day gambling. Their budget per trip was $XXXXXX which was up slightly from $787.54in 2023 and a big jump from $XXXXXX in 2019. According to the small sample of visitors surveyed for the annual profile the average nightly room rate in 2024 was $XXXXXX. Thats up from $XXXXXX in 2021 just a year after the peak of the COVID-19 pandemic"  
[X Link](https://x.com/alwayslearni/status/1980077371907617027) [@alwayslearni](/creator/x/alwayslearni) 2025-10-20T01:03Z 2842 followers, XXX engagements