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# ![@andrewcoye Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::225993181.png) @andrewcoye Andrew Coye

Andrew Coye posts on X about $wfc, $gtx, $siri, $aer the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::225993181/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:interactions.svg)

- X Week XXXXX +356%
- X Month XXXXXX +11%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::225993181/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:posts_active.svg)

- X Week XX +52%
- X Month XX no change
- X Months XXX -XX%
- X Year XXX +8.80%

### Followers: XXXXX [#](/creator/twitter::225993181/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:followers.svg)

- X Week XXXXX +0.44%
- X Month XXXXX +0.97%
- X Months XXXXX +15%
- X Year XXXXX +34%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::225993181/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::225993181/influence)
---

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

**Social topic influence**
[$wfc](/topic/$wfc) #109, [$gtx](/topic/$gtx) #1, [$siri](/topic/$siri) #1, [$aer](/topic/$aer) #2, [$jpm](/topic/$jpm) 1.32%, [$brkb](/topic/$brkb) #28, [berkshire hathaway](/topic/berkshire-hathaway) #26, [$lsxmk](/topic/$lsxmk) #1, [$goog](/topic/$goog) #29, [trap](/topic/trap) #170

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@fishtowncap](/creator/undefined) [@goodhousecap](/creator/undefined) [@sheriff1951](/creator/undefined) [@dadbodwho](/creator/undefined) [@joeysylvio](/creator/undefined) [@adjebitdax](/creator/undefined) [@tidefallcapital](/creator/undefined) [@believabletruth](/creator/undefined) [@catnyanpital](/creator/undefined) [@bakisinvests](/creator/undefined) [@cohibainvestor](/creator/undefined) [@shivamkashan](/creator/undefined) [@kacheling](/creator/undefined) [@siyul](/creator/undefined) [@divergent7651](/creator/undefined) [@dmichikogata](/creator/undefined) [@batman10023](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@tradablethesis](/creator/undefined)

**Top assets mentioned**
[Wells Fargo & Co (WFC)](/topic/$wfc) [Gigantix Wallet (GTX)](/topic/$gtx) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Aercap Holdings N.V. (AER)](/topic/$aer) [JPMorgan Chase (JPM)](/topic/$jpm) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)](/topic/$lsxmk) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Spotify Technology (SPOT)](/topic/$spot) [Apple, Inc. (AAPL)](/topic/$aapl) [SATS (Ordinals) (SATS)](/topic/$sats) [ArchLoot (AL)](/topic/$al) [GE Vernova Inc. (GEV)](/topic/$gev) [Charter Communications Inc (CHTR)](/topic/$chtr) [Liberty Broadband, Corp. (LBRDA)](/topic/$lbrda) [Walmart, Inc. (WMT)](/topic/$wmt) [Shopify Inc (SHOP)](/topic/$shop) [Artificial Intelligence (AI4)](/topic/$ai4) [Etsy Inc (ETSY)](/topic/$etsy) [Compound (COMP)](/topic/$comp) [Hertz Network (HTZ)](/topic/$htz) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh)
### Top Social Posts [#](/creator/twitter::225993181/posts)
---
Top posts by engagements in the last XX hours

"✅Wells Fargo $WFC increases ROTCE target from XX% to 17-18%. It has and will be a long journey but CEO Charlie Scharf now appointed Chairman and CEO and signed-on for X more years. The long runway for growth and profitability continues"  
[X Link](https://x.com/andrewcoye/status/1978052326775480701) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T10:56Z 2300 followers, 2807 engagements


"$WFC took a $XXX million severance charge in 3Q25 so they can keep reducing their headcount (now down -58000 in X years). They also quantified their annual incremental compliance & risk costs as $XXX billion opex. End of asset cap and regulatory simplification will allow this to shrink. No doubt $JPM is in a league of its own but $WFC has the most runway to use its scale and brand to grow while holding opex flat (or growing it to drive revenues like JP - primarily through banker hiring advertising and tech spend)"  
[X Link](https://x.com/andrewcoye/status/1978109051507540086) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T14:42Z 2293 followers, XX engagements


"As a long time $GTX commentator I believe the outlook remains quite good especially with coming US gasoline hybrids and Industrial applications but think $X EPS and 13x PE so soon are quite optimistic assumptions. To my pleasant surprise we've already reached 10x PE reducing effectiveness of buybacks to drive that EPS. Hope he's correct"  
[X Link](https://x.com/andrewcoye/status/1951995031306338678) [@andrewcoye](/creator/x/andrewcoye) 2025-08-03T13:14Z 2299 followers, XXX engagements


"WSJ " Apple Makes Music Push in Radio After Losing Ground to $SPOT" Now that $SIRI has retreated from streaming - does a JV or partnership with $AAPL make all the sense in the world SIRI in car experience unchanged (maybe improved CarPlay integration) but all content also on Apple Music with a bundled subscription. Economics tough to workout but sure seems better than shrinking into irrelevance compared to Spotify and $GOOG YouTube. Car subscribers vital to Sirius and streaming sub a complement rather than a threat for both. Pandora below in "All Other""  
[X Link](https://x.com/andrewcoye/status/1960706404655722691) [@andrewcoye](/creator/x/andrewcoye) 2025-08-27T14:10Z 2294 followers, 1461 engagements


"Nice chart $JPM driving efficiency at scale Will be tough for anyone else to come close - but I have high confidence that $WFC efficiency will be inflecting down and probably substantially. After managing through $XX billion of discrete operating expenses and adding 10000+ compliance and risk headcount I'm not too concerned about 3-4% wage inflation and +10% medical inflation (both numbers quoted from 3Q'25 JPM earnings call). Revenues up costs flatish - lots of operating leverage to come"  
[X Link](https://x.com/andrewcoye/status/1978089509616009649) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T13:24Z 2294 followers, XX engagements


"$SATS Echostar Chairman Charlie Ergen disclosed today that they'd come "very close" to acquiring $SIRI SiriusXM. Would love to know the when/where and price ranges of those discussions. Who else would be in the market for a satellite music subscription business and XX MHz of XXX GHz spectrum"  
[X Link](https://x.com/andrewcoye/status/1967584617281577167) [@andrewcoye](/creator/x/andrewcoye) 2025-09-15T13:41Z 2299 followers, 5095 engagements


"Air Lease $AL filed its PREM14A merger document for its $XX per share take private deal. It appears Aercap $AER did make an unsolicited offer to merge / purchase $AL in an all-stock deal following U-H's retirement announcement. The $AL financial projections through '28E were also included and assume $XXX billion annual sales at a +13% gain on sale margin. This resulted in a +13% CAGR Adjusted EPS growth forecast due to moderating finance costs and growing lease rents. $AER approach details below: "Also on March13 2025 the Company $AL announced that Mr.Udvar-Hzy would retire from his executive"  
[X Link](https://x.com/andrewcoye/status/1978700973871706289) [@andrewcoye](/creator/x/andrewcoye) 2025-10-16T05:54Z 2300 followers, 1479 engagements


"@_TJ_Detweiler_ @GoodHouseCap Yes"  
[X Link](https://x.com/andrewcoye/status/1972014389940441575) [@andrewcoye](/creator/x/andrewcoye) 2025-09-27T19:04Z 2298 followers, XXX engagements


""Last year 2024 Saudi was our $GEV largest individual market. This year it will be in the U.S. It's almost certain it could be the U.S. again next year. We have XX gigawatts of plants that are in construction right now in Taiwan primarily supporting the $TSMC build-out. There's another XX gigawatts that needs to be built if not more. So Taiwan is very important for us.""  
[X Link](https://x.com/andrewcoye/status/1978034913841471969) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T09:47Z 2298 followers, XXX engagements


"Off the beaten path but within the Liberty complex: comScore $SCOR proposes to simplify its capital structure in agreement with its preferred stockholders $CHTR $LBRDA and Cerberus. Agreement converts existing $XXX million of XXX% Series B preferred stock into $XX million of common stock at $XXXX and $XXX million into zero coupon Series C preferred stock convertible into common at $XXXX. Preferred conversion will represent XX% of the total common stock with XXXX million as-converted shares outstanding. $XX million of debt $XX million of cash. Business generating $360+ million sales and"  
[X Link](https://x.com/andrewcoye/status/1972635265186382235) [@andrewcoye](/creator/x/andrewcoye) 2025-09-29T12:11Z 2293 followers, 1295 engagements


"For anyone looking for value here's a story you want to start following: Wells Fargo $WFC Banking at scale. Excellent management. Sensible capital allocation. Implementing $GOOG GCP Cloud and Gemini AI. And a long runway for EPS growth. Key Metrics & Valuation: $XXXX EPS (ttm) and growing 13x P/E Ratio 1.5x P/B Ratio XX% Return on Equity trending higher -XX% decline in share count (buybacks) since 2019 XXX% dividend yield"  
[X Link](https://x.com/andrewcoye/status/1978056479555887251) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T11:13Z 2300 followers, 2586 engagements


""If you look at how fast we are being asked to design deliver integrate and bring up massive #AI #AI #AI clusters it's something that if you would have asked me three years ago can you do this I would have said not on God's green earth. That's how fast things are moving. So we have a really good pulse. As you can imagine we're involved in every single large deal that you can think of and ones that you can't think of. So we have a pretty good idea of the sort of the pulse of the demand that we see over the next say call it XX to XX months. And there is no slowdown that I can see." - $DELL"  
[X Link](https://x.com/andrewcoye/status/1977728835987923052) [@andrewcoye](/creator/x/andrewcoye) 2025-10-13T13:31Z 2286 followers, XXX engagements


""Gas Power is our largest business there. So we have about XXX gigawatts of installed capacity in Gas Power in simple cycle terms. Of that XXX gigawatts today only about XX% of it runs baseload. A lot of the other installed base is seasonal peaking. And I frame that up to just say over the next XX years if you want a 10-year guide we're going to add at least XXX gigawatts of incremental installed base to that XXX. But the difference is those XXX gigawatts we're adding in the next XX years is primarily running baseload." - $GEV CEO Scott Strazik"  
[X Link](https://x.com/andrewcoye/status/1978033191387582480) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T09:40Z 2298 followers, XXX engagements


"@UnclePennyBagz3 How about $GTX prior to the lastest run with $350mm+ of FCF and 75%+ return to shareholders in the form of buyback and dividend. Share count -XX% and counting. Says it all"  
[X Link](https://x.com/andrewcoye/status/1960118879142793639) [@andrewcoye](/creator/x/andrewcoye) 2025-08-25T23:15Z 2299 followers, XXX engagements


"It's been ugly for a long time but lots of opportunity for improvement to catch-up to best-of-breed $JPM. Higher revenue lower costs = better efficiency ratio + lower share count = potentially much higher EPS for $WFC in the medium-term"  
[X Link](https://x.com/andrewcoye/status/1978084498983076021) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T13:04Z 2293 followers, XX engagements


"The QVC Inc. 10K states "There is one holder of record of our equity Qurate Retail Group Inc. an indirect wholly-owned subsidiary of QVC Group Inc. formerly Qurate Retail Inc." QRG is indirect so not owned directly by QVC Inc. Isn't it likely that QRG is owned by Linta LLC further up the chain as implied by the org chart slides"  
[X Link](https://x.com/andrewcoye/status/1972006869808943125) [@andrewcoye](/creator/x/andrewcoye) 2025-09-27T18:34Z 2298 followers, XXX engagements


"2Q'25 Update: 2025 "Idea of the year" $GTX Garrett Motion Inc. - Continued strong operating performance in 1H delivered $XXX million EBITDA and $XXX million adj. FCF. - Strong EUR fx to drive 2H positive Revenue growth - Mitigating full tariff exposure in '25 +10% raise to mid-point of '25E EBITDA guidance +7% raise to mid-point of '25E FCF Guide 2.0x net leverage - Added to Russell 2000 index - Buybacks lower than expected probably related to down-sized attempted 19mm secondary share placement XX% of 1H FCF used for dividend & buybacks vs 75%+ guidance Guidance implies $XXX million buyback"  
[X Link](https://x.com/andrewcoye/status/1948384258650714446) [@andrewcoye](/creator/x/andrewcoye) 2025-07-24T14:06Z 2299 followers, 23.5K engagements


"$GTX Garrett Motion Inc. share buybacks continue. Aug'25 edition. I believe the 13D/A confirms that GTX repurchased the X million shares from Oaktree for $XXXXX. The Centerview and Cyrus sales appear to all be on the open market not to GTX. "(c) On August XX 2025 the Direct Holders sold an aggregate of 5000000 shares of Common Stock to the Issuer for $XXXXX per share.""  
[X Link](https://x.com/andrewcoye/status/1958802962110628304) [@andrewcoye](/creator/x/andrewcoye) 2025-08-22T08:06Z 2299 followers, 1249 engagements


"@atelicinvest Has been closer to 5.5-6.5x FCF for the last X years but $GTX has worked out well so far. Flat revenues consistent FCF disliked sector because of EV adoption fears. Aggressive buybacks"  
[X Link](https://x.com/andrewcoye/status/1967050445656125508) [@andrewcoye](/creator/x/andrewcoye) 2025-09-14T02:19Z 2299 followers, 2638 engagements


"Retailers take note: You want to be relevant Run don't walk to ChatGPT: "Walmart $WMT is teaming up with OpenAI to enable shoppers to browse and purchase its products on ChatGPT the retailers latest push to incorporate artificial intelligence. Users will be able to shop Walmarts assortment directly on ChatGPT by clicking a buy button OpenAI also has deals with $ETSY and $SHOP to allow ChatGPT users to buy products from their merchants." QVC $QVCGA $QVCGP.live social shopping. @alexwellen @DavidRawlinson @QVC"  
[X Link](https://x.com/andrewcoye/status/1978107210031865937) [@andrewcoye](/creator/x/andrewcoye) 2025-10-14T14:34Z 2293 followers, XXX engagements


"@_TJ_Detweiler_ @jackson_jo96163 @adjebitdax Speaking of. $HOUS to be acquired by $COMP. Lots of financial leverage on the Realogy balance sheet and then lots of operating profit leverage from higher existing home sales and commissions"  
[X Link](https://x.com/andrewcoye/status/1970118128458723388) [@andrewcoye](/creator/x/andrewcoye) 2025-09-22T13:28Z 2297 followers, XXX engagements


"Negative cash flow. at a bank I'd be happy to discuss this topic. I think you may have an overly narrow focus on a few rows of the balance sheet and potentially the wrong mental model for banks funding and cash flow dynamics. $WFC has excess liquidity (liquid assets) and equity (funding) a majority of its liability funding is from $XXX trillion of deposits at XXX% total cost and primarily uses long-term debt to meet TLAC regulatory ratios"  
[X Link](https://x.com/andrewcoye/status/1978433584609345578) [@andrewcoye](/creator/x/andrewcoye) 2025-10-15T12:11Z 2299 followers, XX engagements


"@david_katunaric Better to not be a superstar. However @BillAckman consistently pitches relatively original ideas. He is of course limited to a large cap size universe. Even recently: $FNMA $HTZ $GOOG $HHH he's got range and depth"  
[X Link](https://x.com/andrewcoye/status/1978838721953751460) [@andrewcoye](/creator/x/andrewcoye) 2025-10-16T15:01Z 2300 followers, 2431 engagements


"$SIRI CEO Comments: -Finally upped FCF guidance for 2025 to $XXX billion from $XXXX billion citing OBBB tax breaks and lower satelite spend. "So we've raised this year's guide to $XXX billion. We have a target for 2027 as you know of $XXX billion in free cash flow. .towards the end of next year we should be closer to our target leverage range to further expand on our capital returns program. And then beyond that we have optionality with our satellite spectrum." On Howard Stern contract renewal: "Yes. I think he's been core to our platform for over XX years. So I'm confident we'll get to the"  
[X Link](https://x.com/andrewcoye/status/1963345391572914463) [@andrewcoye](/creator/x/andrewcoye) 2025-09-03T20:56Z 2298 followers, 4308 engagements