[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.] #  @siyul Siyu Li Siyu Li posts on X about $lyb, over the, $100share, upside the most. They currently have XXXXX followers and 1211 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::15592917/interactions)  - X Week XXXXXX +96% - X Month XXXXXXX +152% - X Months XXXXXXXXX +23% - X Year XXXXXXXXX +91% ### Mentions: XX [#](/creator/twitter::15592917/posts_active)  - X Week XX +21% - X Month XX -XX% - X Months XXX +4.90% - X Year XXX +18% ### Followers: XXXXX [#](/creator/twitter::15592917/followers)  - X Week XXXXX +4.30% - X Month XXXXX +8.60% - X Months XXXXX +27% - X Year XXXXX +54% ### CreatorRank: XXXXXXX [#](/creator/twitter::15592917/influencer_rank)  ### Social Influence [#](/creator/twitter::15592917/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$lyb](/topic/$lyb) #7, [over the](/topic/over-the) #1644, [$100share](/topic/$100share) #2, [upside](/topic/upside), [$soc](/topic/$soc), [investment](/topic/investment), [$glng](/topic/$glng), [debt](/topic/debt), [$val](/topic/$val), [$ne](/topic/$ne) **Top accounts mentioned or mentioned by** [@datadinvesting](/creator/undefined) [@fishtowncap](/creator/undefined) [@aureliusltd28](/creator/undefined) [@bankingip](/creator/undefined) [@vadimkotlarov](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@persianmacroguy](/creator/undefined) [@davidkatunaric](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@seawolfcap](/creator/undefined) [@alamo23445](/creator/undefined) [@nestbetter](/creator/undefined) [@blondesnmoney](/creator/undefined) [@jablamsky](/creator/undefined) [@fluctuscapital](/creator/undefined) [@fenmagne](/creator/undefined) [@ccmbrett](/creator/undefined) [@ragingbullcap](/creator/undefined) [@17thfellow](/creator/undefined) [@invesquotes](/creator/undefined) **Top assets mentioned** [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Sable Offshore Corp. (SOC)](/topic/$soc) [Golar LNG Ltd (GLNG)](/topic/$glng) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Tidewater, Inc. (TDW)](/topic/$tdw) [Transocean LTD. (RIG)](/topic/$rig) [HEROcoin (PLAY)](/topic/$play) [Crocs, Inc. (CROX)](/topic/$crox) [Dow Inc (DOW)](/topic/$dow) [Zions Bancorporation, NA. (ZION)](/topic/$zion) ### Top Social Posts [#](/creator/twitter::15592917/posts) --- Top posts by engagements in the last XX hours "What's your best idea that has a negative YTD performance Ideally 2-3 sentences explaining. When everyone is victory dancing their multi-baggers I want to hear from folks with conviction and doubling down on their underperformers" [X Link](https://x.com/siyul/status/1969459637637562625) [@siyul](/creator/x/siyul) 2025-09-20T17:52Z 7627 followers, 104.7K engagements "I asked for the best ideas for "YTD underperformers" category. I'm floored by the quantity and quality of the replies. 50+ ideas I'm still organizing. Here is the 1st batch. Enjoy and thanks for your contributions" [X Link](https://x.com/siyul/status/1970219885415563744) [@siyul](/creator/x/siyul) 2025-09-22T20:13Z 7629 followers, 90.8K engagements "Two of my investing KPIs/criteria: "Know my portfolio co. better than XX% investors." "at least know one investor in the top X% category." In $GLNG Gabriel is that X% guy (and that's being modest)" [X Link](https://x.com/siyul/status/1970914287267795119) [@siyul](/creator/x/siyul) 2025-09-24T18:12Z 7627 followers, 6310 engagements "Offshore drilling bros' perf since "Under the Hood" initiated a buy on $VAL in Feb Y25. $VAL XX% $NE XX% $BORR XX% $TDW XX% $RIG XX% Even better XX% since I pounded the table and doubled down on March X at $31/share" [X Link](https://x.com/siyul/status/1970989209734533344) [@siyul](/creator/x/siyul) 2025-09-24T23:10Z 7627 followers, 3858 engagements "Among 50+ ideas from my best ideas for 'YTD underperformers' thread I find $LODE the most intriguing. Over the last X weeks I reviewed SEC filings studied the industry setup exchanged thoughts with several involved investors and spoke with the CEO. I could easily write a '100 page' but I don't like long ones. I compiled the most relevant info into XX pages available at "Under the Hood" (link in bio) today. My special thanks to @whirlybard @1035_Capital for your insights your excellent write-ups and your openness to hear my pushback again and again lol. Disclaimer: I started a position in $LODE" [X Link](https://x.com/siyul/status/1977425186380005825) [@siyul](/creator/x/siyul) 2025-10-12T17:24Z 7629 followers, 44.3K engagements "A long day catching up $C Citi 3Q25 script now. Sometimes when Michael Mayo (a top Citi bull) asked half-joking half-tough Q Jane Fraser wears "I can crack a joke" hat. Today Mayo asked "how you balance between "celebrating a win (at $100/share)" and "working hard": Jane is all business: "There isn't a single person (at citi) who is declaring victory. we got a long way to go". Love it. Btw what an awesome quarter for Citi It remains one of my best calls from 2023 at the high 30s. It was a straightforward thesis that made sense of the world in retrospect yet it was met with laughter" [X Link](https://x.com/siyul/status/1978309738971496791) [@siyul](/creator/x/siyul) 2025-10-15T03:59Z 7629 followers, 4926 engagements "Just a quick update on the August idea thread. $LYB was the most mentioned name and I spent the last few days diving. It checked a few of my "Good Assets at Distressed Price" boxes: ✔Typical cyclical business at/near the trough earnings; ✔A large-scale player with a made-in-the-US cost advantage (uncommon but interesting); But here is the issue - the upside assuming it overcomes trough and back to normalized earnings is XX% to 100%. Not bad but compared to some other "Good Assets At Distressed Price" players on my radar upside feels underwhelming" [X Link](https://x.com/siyul/status/1965514501224366253) [@siyul](/creator/x/siyul) 2025-09-09T20:35Z 7617 followers, 25.8K engagements "I read a few $SOC posts with a continued bullish tone after Sable's FPSO move today. Fair to say no $SOC bull thesis is centered on FPSO alternative. Continued bullish stance feels "Investment thesis sliding / goalpost moving " frankly. How do I think of Sable's FPSO move It feels like a son was prohibited from dating a girl; he is angry and he chooses to indulge himself in porn videos to "punish" his parents. Certainly a hail-mary move; "what's next" gets increasingly complex to predict I wish it works out for Sable (and all shareholders) simply because that is what the right thing shall" [X Link](https://x.com/siyul/status/1972843359254520074) [@siyul](/creator/x/siyul) 2025-09-30T01:58Z 7619 followers, 26.6K engagements "Nominate a stock that has an intriguing setup but lacks a comprehensive / updated write-up that I shall give it a shot" [X Link](https://x.com/siyul/status/1953204877460685204) [@siyul](/creator/x/siyul) 2025-08-06T21:21Z 7628 followers, 18K engagements "@Fenmagne @FluctusCapital fyi on $LYB" [X Link](https://x.com/siyul/status/1965515514249396433) [@siyul](/creator/x/siyul) 2025-09-09T20:39Z 7626 followers, 1467 engagements "@Untiroalaire Link to the company" [X Link](https://x.com/siyul/status/1969502575062843773) [@siyul](/creator/x/siyul) 2025-09-20T20:43Z 7627 followers, 4031 engagements "As promised here is the 2nd batch (20 ideas) from last week's "YTD underperformers" best idea thread. Enjoy and thanks to all for participating P.S. From batch one XX ideas one stands out as most compelling. I'm researching it and plan to write up in two weeks. I think many may find it appealing. Sign up at "Under the Hood" if interested" [X Link](https://x.com/siyul/status/1972008057027940361) [@siyul](/creator/x/siyul) 2025-09-27T18:38Z 7629 followers, 25.2K engagements "$LYB was the most nominated idea from August stock thread. I looked at $LYB in early Sep (at $55). I like the story but a 50-100% upside doesn't feel compelling enough for a deep dive. Fast forward another XX% down at $XX now All else equal it starts to feel compelling. Is it time for a deep dive" [X Link](https://x.com/siyul/status/1977023177399181627) [@siyul](/creator/x/siyul) 2025-10-11T14:47Z 7626 followers, 25.9K engagements "Is there a price point $SOC might be a buy tomorrow $XX $XX $X What's the FPSO route worth how to model the odds of returning SYU to Exxon A serious Q" [X Link](https://x.com/siyul/status/1978249484850090050) [@siyul](/creator/x/siyul) 2025-10-15T00:00Z 7627 followers, 13.6K engagements "Always look for "fat pitch" like 2023's Citi $C: ✔a dominant player in an essential business ✔ long-term relatively durable earning powers ✔"Hated" sentiment with cyclical and transitional issues Few fit the bill in this hot market. Spaces I'm looking at are: Chemicals (e.g. $LYB $DOW) Consumer discretionary ( e.g. $PLAY* $CROX). What's yours * I have a position in $PLAY" [X Link](https://x.com/siyul/status/1978437901365964907) [@siyul](/creator/x/siyul) 2025-10-15T12:28Z 7626 followers, 3018 engagements "$KRE The counter is Dimon's "When you see one cockroach there are probably more.". I won't tell you which side I'm inclined to be with" [X Link](https://x.com/siyul/status/1979159506475999328) [@siyul](/creator/x/siyul) 2025-10-17T12:16Z 7626 followers, 2327 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.]
@siyul Siyu Li
Siyu Li posts on X about $lyb, over the, $100share, upside the most. They currently have XXXXX followers and 1211 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +96%
- X Month XXXXXXX +152%
- X Months XXXXXXXXX +23%
- X Year XXXXXXXXX +91%
Mentions: XX #
- X Week XX +21%
- X Month XX -XX%
- X Months XXX +4.90%
- X Year XXX +18%
Followers: XXXXX #
- X Week XXXXX +4.30%
- X Month XXXXX +8.60%
- X Months XXXXX +27%
- X Year XXXXX +54%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance cryptocurrencies
Social topic influence $lyb #7, over the #1644, $100share #2, upside, $soc, investment, $glng, debt, $val, $ne
Top accounts mentioned or mentioned by @datadinvesting @fishtowncap @aureliusltd28 @bankingip @vadimkotlarov @kingdomcapadv @persianmacroguy @davidkatunaric @sfarringtonbkc @seawolfcap @alamo23445 @nestbetter @blondesnmoney @jablamsky @fluctuscapital @fenmagne @ccmbrett @ragingbullcap @17thfellow @invesquotes
Top assets mentioned LyondellBasell Industries NV (LYB) Sable Offshore Corp. (SOC) Golar LNG Ltd (GLNG) Validity (VAL) Noble Corporation (NE) Tidewater, Inc. (TDW) Transocean LTD. (RIG) HEROcoin (PLAY) Crocs, Inc. (CROX) Dow Inc (DOW) Zions Bancorporation, NA. (ZION)
Top Social Posts #
Top posts by engagements in the last XX hours
"What's your best idea that has a negative YTD performance Ideally 2-3 sentences explaining. When everyone is victory dancing their multi-baggers I want to hear from folks with conviction and doubling down on their underperformers"
X Link @siyul 2025-09-20T17:52Z 7627 followers, 104.7K engagements
"I asked for the best ideas for "YTD underperformers" category. I'm floored by the quantity and quality of the replies. 50+ ideas I'm still organizing. Here is the 1st batch. Enjoy and thanks for your contributions"
X Link @siyul 2025-09-22T20:13Z 7629 followers, 90.8K engagements
"Two of my investing KPIs/criteria: "Know my portfolio co. better than XX% investors." "at least know one investor in the top X% category." In $GLNG Gabriel is that X% guy (and that's being modest)"
X Link @siyul 2025-09-24T18:12Z 7627 followers, 6310 engagements
"Offshore drilling bros' perf since "Under the Hood" initiated a buy on $VAL in Feb Y25. $VAL XX% $NE XX% $BORR XX% $TDW XX% $RIG XX% Even better XX% since I pounded the table and doubled down on March X at $31/share"
X Link @siyul 2025-09-24T23:10Z 7627 followers, 3858 engagements
"Among 50+ ideas from my best ideas for 'YTD underperformers' thread I find $LODE the most intriguing. Over the last X weeks I reviewed SEC filings studied the industry setup exchanged thoughts with several involved investors and spoke with the CEO. I could easily write a '100 page' but I don't like long ones. I compiled the most relevant info into XX pages available at "Under the Hood" (link in bio) today. My special thanks to @whirlybard @1035_Capital for your insights your excellent write-ups and your openness to hear my pushback again and again lol. Disclaimer: I started a position in $LODE"
X Link @siyul 2025-10-12T17:24Z 7629 followers, 44.3K engagements
"A long day catching up $C Citi 3Q25 script now. Sometimes when Michael Mayo (a top Citi bull) asked half-joking half-tough Q Jane Fraser wears "I can crack a joke" hat. Today Mayo asked "how you balance between "celebrating a win (at $100/share)" and "working hard": Jane is all business: "There isn't a single person (at citi) who is declaring victory. we got a long way to go". Love it. Btw what an awesome quarter for Citi It remains one of my best calls from 2023 at the high 30s. It was a straightforward thesis that made sense of the world in retrospect yet it was met with laughter"
X Link @siyul 2025-10-15T03:59Z 7629 followers, 4926 engagements
"Just a quick update on the August idea thread. $LYB was the most mentioned name and I spent the last few days diving. It checked a few of my "Good Assets at Distressed Price" boxes: ✔Typical cyclical business at/near the trough earnings; ✔A large-scale player with a made-in-the-US cost advantage (uncommon but interesting); But here is the issue - the upside assuming it overcomes trough and back to normalized earnings is XX% to 100%. Not bad but compared to some other "Good Assets At Distressed Price" players on my radar upside feels underwhelming"
X Link @siyul 2025-09-09T20:35Z 7617 followers, 25.8K engagements
"I read a few $SOC posts with a continued bullish tone after Sable's FPSO move today. Fair to say no $SOC bull thesis is centered on FPSO alternative. Continued bullish stance feels "Investment thesis sliding / goalpost moving " frankly. How do I think of Sable's FPSO move It feels like a son was prohibited from dating a girl; he is angry and he chooses to indulge himself in porn videos to "punish" his parents. Certainly a hail-mary move; "what's next" gets increasingly complex to predict I wish it works out for Sable (and all shareholders) simply because that is what the right thing shall"
X Link @siyul 2025-09-30T01:58Z 7619 followers, 26.6K engagements
"Nominate a stock that has an intriguing setup but lacks a comprehensive / updated write-up that I shall give it a shot"
X Link @siyul 2025-08-06T21:21Z 7628 followers, 18K engagements
"@Fenmagne @FluctusCapital fyi on $LYB"
X Link @siyul 2025-09-09T20:39Z 7626 followers, 1467 engagements
"@Untiroalaire Link to the company"
X Link @siyul 2025-09-20T20:43Z 7627 followers, 4031 engagements
"As promised here is the 2nd batch (20 ideas) from last week's "YTD underperformers" best idea thread. Enjoy and thanks to all for participating P.S. From batch one XX ideas one stands out as most compelling. I'm researching it and plan to write up in two weeks. I think many may find it appealing. Sign up at "Under the Hood" if interested"
X Link @siyul 2025-09-27T18:38Z 7629 followers, 25.2K engagements
"$LYB was the most nominated idea from August stock thread. I looked at $LYB in early Sep (at $55). I like the story but a 50-100% upside doesn't feel compelling enough for a deep dive. Fast forward another XX% down at $XX now All else equal it starts to feel compelling. Is it time for a deep dive"
X Link @siyul 2025-10-11T14:47Z 7626 followers, 25.9K engagements
"Is there a price point $SOC might be a buy tomorrow $XX $XX $X What's the FPSO route worth how to model the odds of returning SYU to Exxon A serious Q"
X Link @siyul 2025-10-15T00:00Z 7627 followers, 13.6K engagements
"Always look for "fat pitch" like 2023's Citi $C: ✔a dominant player in an essential business ✔ long-term relatively durable earning powers ✔"Hated" sentiment with cyclical and transitional issues Few fit the bill in this hot market. Spaces I'm looking at are: Chemicals (e.g. $LYB $DOW) Consumer discretionary ( e.g. $PLAY* $CROX). What's yours * I have a position in $PLAY"
X Link @siyul 2025-10-15T12:28Z 7626 followers, 3018 engagements
"$KRE The counter is Dimon's "When you see one cockroach there are probably more.". I won't tell you which side I'm inclined to be with"
X Link @siyul 2025-10-17T12:16Z 7626 followers, 2327 engagements