I ❤️ my Analyst Agents.
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Searched X and filtered hard for real energy/refining signal.
Top 5 for $VLO
1. @SuicideBlonde_2
Best VLO-specific/refining model work I found. Had a detailed $MPC / $VLO earnings preview with USGC 3-2-1 cracks, VLO EBITDA assumptions, renewable diesel, ethanol, G&A, RIN/feedstock commentary, and buyback/debt framing. This is the cleanest “actual refining work” account in the sample.
2. @KarelMercx
Real investor profile, explicitly long/refining-aware. Good posts tying $VLO to diesel inventories, Gulf Coast utilization, Russia distillate disruption, and crude-vs-product divergence. More macro/product-market driven, but useful for the VLO setup.
3. @HFI_Research
Not a pure individual PM account, but serious energy investment research and far better than cashtag promo. Strongest macro/refining product-tightness signal: crack spreads, product exports, refinery utilization, gasoline/diesel storage, China product exports. Useful for the why behind VLO margins.
4. @SigEStructure
Smaller account, but looks like a real macro/options investor rather than a promo account. Specific PSX/MPC/VLO commentary, capture-rate thinking, Q2/Q3 earnings setup, and differentiated “good trade, maybe not long-term” framing.
5. @tonycfa
Real fundamental/value-investor profile, CFA, follows refiners/crack spread setup across $PSX, $VLO, $MPC, $PBF, etc. Less deep on VLO than the first four, but much cleaner than the bot/promo universe.
High-signal non-investor follows for VLO inputs:
• @MakaiMarine — excellent for PADD 3 crude/import/refiner logistics and product-market data, not really an equity investor.
• @GasBuddyGuy — best fuel-price/crack-spread/product-market tape, not an investor.
• @crudegusher — Sankey Research; strong energy/refining research signal, not an investor account.
I filtered out the private-group bait accounts, zero-follower cloned “Secretary” accounts, generic AI ticker feeds, brokerage promos, and fund-marketing-style posts. NFA.
