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# ![@variance_swap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::811444619967873028.png) @variance_swap Monolith Investments

Monolith Investments posts on X about $trox, saving, $borr, $dml 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::811444619967873028/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::811444619967873028/c:line/m:interactions.svg)

- X Week XXXXXX +702%
- X Month XXXXXX +168%
- X Months XXXXXXX +23%
- X Year XXXXXXX +28%

### Mentions: XX [#](/creator/twitter::811444619967873028/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::811444619967873028/c:line/m:posts_active.svg)

- X Week XX +6.70%
- X Month XX +105%
- X Months XXX +26%
- X Year XXX +67%

### Followers: XXXXX [#](/creator/twitter::811444619967873028/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::811444619967873028/c:line/m:followers.svg)

- X Week XXXXX +0.30%
- X Month XXXXX +1.80%
- X Months XXXXX +12%
- X Year XXXXX +29%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::811444619967873028/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::811444619967873028/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$trox](/topic/$trox), [saving](/topic/saving), [$borr](/topic/$borr) #6, [$dml](/topic/$dml), [$dnn](/topic/$dnn), [multi](/topic/multi), [$gpn](/topic/$gpn), [$7bn](/topic/$7bn), [ton](/topic/ton), [if you](/topic/if-you)

**Top assets mentioned**
[TRONOX LIMITED CL A ORDINARY SHARES (TROX)](/topic/$trox) [Global Payments Inc (GPN)](/topic/$gpn) [Acuren Corporation (TIC)](/topic/$tic)
### Top Social Posts
Top posts by engagements in the last XX hours

"Of all the #uranium financings i've seen recently this is by far the most prudent. Selling stock at a XXX% premium (effective conversion px with capped call) near your 52w high. XXXX% rate (10Y UST yields XXX% just for reference). $DML $DNN"  
[X Link](https://x.com/variance_swap/status/1955645776790528418)  2025-08-13T15:01Z 1980 followers, 14.7K engagements


"Tronox $TROX potential inflection point after multi year bear market - Producers idling plants + anti-dumping measures could mark cyclical bottom for TiO2 market - Cost saving program = 30-40% YoY inflection in EBITDA - However high leverage = both up/down torque"  
[X Link](https://x.com/variance_swap/status/1993717212574843331)  2025-11-26T16:23Z 1978 followers, XXX engagements


"I respect Justin but Ive been hearing the same inevitability thesis since 2021. This slide is contradictory; if utes are able to pull these levers then the mkt is not tight. When will they run out of levers If the timing is unknowable the sector is uninvestable. #uranium"  
[X Link](https://x.com/variance_swap/status/1997533330527699151)  2025-12-07T05:07Z 1980 followers, 9969 engagements


"@JSmith8286 Thats the other thing about this sector. Security selection is hard. Most of the juniors are just value destroyers. Only stock that has had a good IRR is Cameco which a lot of newsletter writers dont like/ have in their portfolios"  
[X Link](https://x.com/variance_swap/status/1997702986576081181)  2025-12-07T16:21Z 1980 followers, XXX engagements


"@OtterMarket Global Payments $GPN trading at 6x P/E despite 5%+ organic growth $7bn capital return program (on 20bn mkt cap)"  
[X Link](https://x.com/variance_swap/status/1996065608148849144)  2025-12-03T03:55Z 1980 followers, XXX engagements


"Well sometimes even a retard like me can beat the markets. Time to take a break and recharge. P.s. I don't have a ton of high conviction ideas going into 2026 if you wanna share any thoughts / themes you're looking at would appreciate it"  
[X Link](https://x.com/variance_swap/status/1996604033495163387)  2025-12-04T15:34Z 1980 followers, 1531 engagements


"@siyul $TIC Regulation-driven industrial inspection + asset integrity platform with recurring revenue. Recent acquisitions add scale synergies and cross-sell upside. Recent de-SPAC + no analyst coverage = misunderstood"  
[X Link](https://x.com/variance_swap/status/1997148849501360582)  2025-12-06T03:39Z 1980 followers, XXX engagements


"Nice deal for $BORR acquiring five prem jack ups at $70mm per rig (vs. their current fleet of XX valued at $125mm per the current EV). $85mm equity raise at $XXXX / sh. Today's closing price $XXXX (). Troim will subscribe for $10mm. That's the proper way to rise equity"  
[X Link](https://x.com/variance_swap/status/1998167409920966964)  2025-12-08T23:06Z 1981 followers, 2191 engagements


"$TROX - accelerating its rare earths strategy"  
[X Link](https://x.com/variance_swap/status/1998395092806046046)  2025-12-09T14:11Z 1981 followers, XXX engagements


"$APM.TO is bull flagging on the hourly. A lot of shorts in this name with #silver breaking above $XX. Could be a nice ride for the bulls once the suppression eventually breaks"  
[X Link](https://x.com/variance_swap/status/1998420397495312602)  2025-12-09T15:52Z 1981 followers, XXX engagements


"@CRUDEOIL231 Thanks. Which copper names do you like"  
[X Link](https://x.com/variance_swap/status/1994507733970927642)  2025-11-28T20:44Z 1981 followers, XXX engagements


"Lot of good slides in the investor pres. Based on the restricted group alone (26 rigs vs. XX total) $BORR trading at 3-4x EBITDA if dayrates have indeed bottom'ed. **Dayrate range based on Borr fixtures during recent periods of 90-95% utilization;"  
[X Link](https://x.com/variance_swap/status/1998405628792816073)  2025-12-09T14:53Z 1981 followers, XXX engagements