@CarilonCapital Avatar @CarilonCapital Carilon Capital Research

Carilon Capital Research posts on X about $adbe, stocks, $acgl, $sfm the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 49.32% finance 36.99% technology brands 22.6% cryptocurrencies 9.59% social networks 1.37% fashion brands 0.68%

Social topic influence $adbe #57, stocks 8.9%, $acgl 7.53%, $sfm #3, insurance 6.16%, $crm #228, $pypl 5.48%, market cap #1198, $yelp 4.79%, $uber #763

Top accounts mentioned or mentioned by @zwaagpaul @toasstcrypto @carsontalkmoney @leevalueroach @longgameequity @wealthmatica @jonbrooks @bourboncap @gubloinvestor @investingvisual @dividendengine @youtube @tomtomkrus @stonkchris @moinvestinghq @john61926629 @blondesnmoney @davisc15 @thelonginvest @antmillionsbot

Top assets mentioned Adobe, Inc. (ADBE) Arch Capital Group Ltd (ACGL) SafeMoon (SFM) Salesforce Inc (CRM) PayPal Holdings Inc (PYPL) YELP INC. (YELP) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) Kinsale Capital Group, Inc. (KNSL) Alphabet Inc Class A (GOOGL) MercadoLibre Inc (MELI) NVIDIA Corp. (NVDA) ZetaChain (ZETA) Duolingo, Inc. (DUOL) Amazon.com, Inc. (AMZN) Metadium (META) NMI Holdings Inc. Class A Common Stock (NMIH) S&P Global Inc (SPGI) Central Garden and Pet Co (CENT) Stride, Inc. (LRN) Nexstar Media Group, Inc. Class A Common Stock (NXST) Qualys, Inc. Common Stock (QLYS) 2131KOBUSHIDE (21) 69Coin (69) Dream Finders Homes, Inc. (DFH) Hamilton Insurance Group, Ltd. (HG) Snap-on Incorporated (SNA) Cummins Inc. (CMI) Generac Holdings Inc. (GNRC) Hims & Hers Health, Inc. (HIMS) Mastercard, Inc. (MA)

Top Social Posts

Top posts by engagements in the last [--] hours

"@BourbonCap Easy: $AFYA $SFM $CENT Other HMs: $GRVY $LRN $KNSL"
X Link 2026-01-12T21:37Z [---] followers, [---] engagements

"Easy: (Price Value) $AFYA ($15 $21) $SFM ($80 $109) $CENT ($32 $58) Other HMs: $GRVY ($62 $83) $LRN ($69 $94) $KNSL ($390 $470) Which stock under $10 billion market cap do you think is undervalued right now Which stock under $10 billion market cap do you think is undervalued right now"
X Link 2026-01-12T21:41Z [---] followers, [---] engagements

"@Gubloinvestor $ADBE $MELI $YELP $ACGL $UBER those are somehow my top five atm"
X Link 2026-01-17T18:06Z [---] followers, [----] engagements

"$ACGL -down 5% yoy -bounced between $85-95 in last year -worth $250 fair value Buy compounding insurance companies that allocate capital well"
X Link 2026-01-21T18:30Z [---] followers, [--] engagements

"$YELP My expected annualized fair return on a ten-year hold of $YELP (based on normally distributed deviations from expectations like growth byfcf discount rate) 12.1% median. 14.5% base assumptions"
X Link 2026-01-22T13:45Z [---] followers, [--] engagements

"In case anyone is wondering why Im such a fan of $ACGL"
X Link 2026-01-22T14:00Z [---] followers, [--] engagements

"I dont know why people dont realize but Arch Capital $ACGL is one of the best in insurance with international exposure. Compounder"
X Link 2026-01-23T14:01Z [---] followers, [---] engagements

"Even insurance companies buy ETFs 🤯 $ACGL"
X Link 2026-01-23T14:28Z [---] followers, [--] engagements

"Top value rated socks Ive found: (value/price ratio pillars/subpillars out of 8/22 10-year hold return) [--]. $ACGL (2.8 8/20 19%) [--]. $ADBE (2.1 8/21 13%) [--]. $MELI (2.7 7/17 19%) [--]. $YELP (2.8 7/18 16%) [--]. $UBER (2.2 5/17 14%) [--]. $SFM (1.5 8/21 10%) [--]. $NVDA (1.7 7/19 13%) [--]. $AFYA (1.5 7/21 10%) [--]. $PYPL (1.7 7/18 12%) Which stocks to you are the highest risk adjusted value proposition right now https://twitter.com/i/web/status/2015414910965235760 https://twitter.com/i/web/status/2015414910965235760"
X Link 2026-01-25T13:22Z [---] followers, [---] engagements

"@blondesnmoney $ACGL AND $KNSL are money"
X Link 2026-01-27T20:02Z [---] followers, [---] engagements

"I dont know $DFH was only $1.7B company homebuilder. Growing and reinvesting back into the company"
X Link 2026-01-28T03:25Z [---] followers, [---] engagements

"A new insurance name I want to look into: $HG Hamilton Insurance"
X Link 2026-01-28T14:34Z [---] followers, [--] engagements

"@BourbonCap $ACGL is undervalued (62%) $PYPL is undervalued (68%) $SNA is slightly undervalued (19%)"
X Link 2026-01-31T13:59Z [---] followers, [---] engagements

"I was way less active the last two days I was distracted with the weather. Snowed for the first time in my area since [----] pretty historic Investment thesis: backup home generator businesses $GNRC $CMI $BGG"
X Link 2026-02-02T03:38Z [---] followers, [---] engagements

"$ZETA I like the company and how they operate. But I keep running the numbers actually using projections that make sense to me and are conservative (given the lack of predictability) $19/sh is the best guess I have for fair value 👎"
X Link 2026-02-02T19:02Z [---] followers, [---] engagements

"$YELP is one of my top value rated stocks someone tell me whats wrong with me"
X Link 2026-02-02T20:11Z [---] followers, [---] engagements

"earnings Yr [--] [--] 3.10: $106M 234M 335M 465M 558M 670M 804M 965M 1.2B 1.4B I got those by projecting its revenue using a third order polynomial best fit line and same for its operating expenses using an exponential function best fit line. After four years I just grow by 20% per year. Discounting at 11% (fairly high value because of the uncertainty) Shares outstanding grows 10% the first three years 6% the next three years and 2% each year after. Terminal multiple of 15x. Adjusted book value of 500M. Thats how I got my intrinsic value. If you want me to change any of those numbers Ill change"
X Link 2026-02-02T21:01Z [---] followers, [--] engagements

"And by the way $YELP is trading at a valuation of $1.7B 🤔"
X Link 2026-02-02T21:24Z [---] followers, [--] engagements

"@wealthmatica I see it as like worth $15-20 a share. I live the business but I just see them doing order of magnitude of $1B fcf in [--] years not $10B"
X Link 2026-02-02T23:28Z [---] followers, [----] engagements

"Since Ive officially done a level [--] analysis of $DUOL Duolingo and its decently undervalued in my base case Ill post some screenshots from my lesson today I DONT own any of $DUOL fyi"
X Link 2026-02-03T03:11Z [---] followers, [---] engagements

"@Davis_C15 $ZETA has $1.15B of assets on their balance sheet only $385M is short term/cash. PayPal is like $40B valuation"
X Link 2026-02-04T03:55Z [---] followers, [---] engagements

"$ACGL will be the easiest portfolio win ever bought under $90"
X Link 2026-02-04T15:32Z [---] followers, [---] engagements

"@InvestingVisual $DUOL is worth $10B today- under a base base assumption scenario. There are a lot of other possible scenarios out there"
X Link 2026-02-04T22:06Z [---] followers, [---] engagements

"$ACGL This is one of the highest value rated stocks Ive analyzed I have a ton of insurance companies in my top [--] so its probably a cyclical/structural thing but this one is stellar. Ticks off all of my [--] pillars except ROIC Very steady compounding growth to their revenue profit fcf FCF always going to be higher than earnings because of allowances for claims so forecast using a super low earnings number: $3.6B. Using very conservative growth assumptions a terminal multiple of 9x discounting at 9% giving them only $11.8B BV My model says 72% chance they are undervalued base case 44%"
X Link 2026-02-04T22:32Z [---] followers, [---] engagements

"$BITI is a good name to know rn"
X Link 2026-02-06T01:03Z [---] followers, [--] engagements

"Just a reminder that this company is trading at a [--] p/e $SFM"
X Link 2026-02-06T03:19Z [---] followers, [---] engagements

"@antmillionsbot So theres this thing called a margin call"
X Link 2026-02-06T12:58Z [---] followers, [---] engagements

"$ADBE at [---] worth [---] is a dream come true this is what analytical value investing is made for"
X Link 2026-02-06T19:29Z [---] followers, [---] engagements

"So are we all in agreement that $PYPL has a bunch of support under $40"
X Link 2026-02-06T19:58Z [---] followers, [---] engagements

"@oguzerkan I love $MELI its one of the best opportunities"
X Link 2026-02-07T12:42Z [---] followers, [---] engagements

"@egr_investor Nice"
X Link 2026-02-07T12:54Z [---] followers, [--] engagements

"@leevalueroach I own and love $NXST"
X Link 2026-02-07T15:57Z [---] followers, [--] engagements

"$HIMS Hims & Hers Valuation Fair Value: $15 (53% overpriced) 👎 Value rating: 3/10 ⚠ 👎 10-yr CAGR return: 5%👎 Chance value/price1: 20%👎 Projection certainty: very poor 👎 Assumptions. Adj byfcf $150M ann fcf Growth yr1-3 30% yr4-6 15% yr7-10 7% Ann Shares growth yr1-3 +5% yr4-6 +2% yr7-10 0% Discount rate: 10% Terminal multiple: [--] Adj book value: $246M Pillars 2/8 (6/22) https://twitter.com/i/web/status/2020169353581212100 https://twitter.com/i/web/status/2020169353581212100"
X Link 2026-02-07T16:14Z [---] followers, [---] engagements

"$50/share ($52B) 🥲💀 10-yr return: -1% 👎 Chance value/price1: 3% 👎 Value Rating: 2/10 🚫 Assumptions. Adj byfcf $1.65B ann fcf Growth yr1-3 17% yr4-6 14% yr7-10 11% Ann Shares growth yr1-3 +1% yr4-6 +0.5% yr7-10 -0.5% Discount rate: 8.5% Terminal multiple: [--] Adj book value: $9.1B Pillars 4/8 (11/22)"
X Link 2026-02-07T20:49Z [---] followers, [--] engagements

"Where do you fall in the whole stock based compensation debate If saas companies perpetually spend tons on stock based comp ( does not show up in fcf) common stock shareholders really dont have access to that free cash flow which is why I lean toward earnings which account for the cost of SBC"
X Link 2026-02-07T22:01Z [---] followers, [--] engagements

"Trump: Hey Kevin Im looking for a Fed Chairman Warsh: Im your guy Trump: Can you lower interest rates Warsh: Thats what I would do along with reducing the Fed balance sheet. Trump (not understanding what QT means): But you would cut the interest rate Warsh: Yes Trump: Youre my guy https://x.com/samsolid57/status/2020145273385664687/video/1 https://x.com/samsolid57/status/2020145273385664687/video/1"
X Link 2026-02-07T22:07Z [---] followers, [--] engagements

"I am 100% all in on $ADBE I think its undervalued by A LOT (more than 2X) $CRM Ive done less deep dive but on the surface it looks VERY undervalued as well (one of the best opportunities with $320/sh)- great fundamentals and project-ability $ZETA is tighter to predict future cash flows so Im more unsure Ive infamously calculated a fair value that Im very comfortable with the assumptions on of $15-20/sh. https://twitter.com/i/web/status/2020324943162917294 https://twitter.com/i/web/status/2020324943162917294"
X Link 2026-02-08T02:32Z [---] followers, [---] engagements

"Thanks to @CarsonTalkMoney I looked into $CRM and found that it is one of the most undervalued best value rated stocks Ive analyzed Wow Intrinsic value is [---] x price ✅ 12%+ cagr 10-yr expected return 👍 94% model projected value/price1🤯 Value rating: 9/10 ✅"
X Link 2026-02-08T02:44Z [---] followers, [---] engagements

"@TheRonnieVShow I have it at 30% undervalued But the quality and predictability of cash flow are sub-par thats why it ranks a bit lower in my value rating system"
X Link 2026-02-08T02:46Z [---] followers, [---] engagements

"@Ashton_1nvests $PYPL for obvious reasons. Other potential traps that Im watching closely are $UBER $YELP"
X Link 2026-02-08T02:51Z [---] followers, [---] engagements

"@TheValueTrade $MA looks better value I have the numbers on it value/price ratio expected return model probability undervalued $MA better. business pillars about the same. $MA worth $655/sh"
X Link 2026-02-08T03:08Z [---] followers, [---] engagements

"@Mr_Derivatives Ill be interested around $60"
X Link 2026-02-08T04:14Z [---] followers, [---] engagements

"@wealthmatica $ADBE to $630: +235% ⚠✅🚨"
X Link 2026-02-08T04:46Z [---] followers, [---] engagements

"$PYPL has to reprice eventually"
X Link 2026-02-08T11:52Z [---] followers, [---] engagements

"Ive previously said $NVDA is the best value stock in the Magnificent [--] Ive been rerunning the numbers it is no longer. But still the top five are all very comparable and good opportunities $MSFT $GOOGL $META $AMZN"
X Link 2026-02-08T13:45Z [---] followers, [---] engagements

"@FinanceJack44 More $ADBE 😤😤😤😤😤😤"
X Link 2026-02-08T15:12Z [---] followers, [--] engagements

"@Dividend_Engine Anything that has cash flow where the future cash generated discounted properly is worth more than the current price"
X Link 2026-02-08T18:59Z [---] followers, [--] engagements

"@Dividend_Engine Learn to calculate the intrinsic value of stocks"
X Link 2026-02-08T23:03Z [---] followers, [--] engagements

"Quick correction:: Deflation is when there is a contraction in the supply of money and credit Prices falling (across the entire economy) happens when innovation and productivity outpace the change in the supply of money and credit. Prices can fall 5% (like it does in a quick amount of time for consumer electronics) even while inflation of money supply is occurring (lets say by 5%) prices would have fallen 10% (the growth in innovation and productivity) but only fell 5% because the public was robbed by the extra 5% of inflation. https://twitter.com/i/web/status/2020724424857493735"
X Link 2026-02-09T05:00Z [---] followers, [--] engagements

"$NXST success has me reminiscing Nexstar Media Stock Analysis $NXST Discounted Cash Flow Investing https://t.co/EOqDcoPzhe via @YouTube Nexstar Media Stock Analysis $NXST Discounted Cash Flow Investing https://t.co/EOqDcoPzhe via @YouTube"
X Link 2026-02-09T18:45Z [---] followers, [--] engagements

"@joecarlsonshow The market is not in fact rational"
X Link 2026-02-09T18:49Z [---] followers, [----] engagements

"@MarketPalmer_ It will reach a valuation of 100T if the other mag [--] companies reach 500T"
X Link 2026-02-09T19:40Z [---] followers, [---] engagements

"How is $QLYS not a great company Moderate growth assumptions (from net income) this thing is undervalued"
X Link 2026-02-09T21:24Z [---] followers, [---] engagements

"@leevalueroach Im so reassured that youre liking the big names I am $ADBE and $PYPL at current prices. Theyre stupid cheap"
X Link 2026-02-10T02:30Z [---] followers, [----] engagements

"@gothburz I literally used Gemini to help me write power query code and improve my formulas where Copilot couldnt help me very well. $GOOGL is champ"
X Link 2026-02-10T02:35Z [---] followers, [---] engagements

"What happened to $UNH What was their downfall"
X Link 2026-02-10T02:43Z [---] followers, [---] engagements

"$MSFT $META $GOOGL $AMZN Capex to the moon 🚀📈 🔥💰🔥"
X Link 2026-02-10T03:03Z [---] followers, [---] engagements

"@LongGameEquity $CRM is one of the best value opportunities in the stock market today"
X Link 2026-02-10T12:18Z [---] followers, [---] engagements

"Out with Data Dependent Jay In with Reduced the Balance Sheet Kevin"
X Link 2026-02-10T12:54Z [---] followers, [--] engagements

"@LongGameEquity Let me plug those assumptions into my model"
X Link 2026-02-10T13:38Z [---] followers, [--] engagements

"I start them at $55M base year free cash flow and grow them 35% yr1-3 30% yr4-6 and 20% yr7-10. Discount rate 11% terminal multiple 25x. Credits them with $517M book value today they dilute- shares growth 7%/yr yr1-3 3%/yr yr4-6 no dilute yr7-10 fair value today: $15/sh 10-yr cagr return: 9% https://twitter.com/i/web/status/2021220605379367373 https://twitter.com/i/web/status/2021220605379367373"
X Link 2026-02-10T13:51Z [---] followers, [--] engagements

"$MSFT $META $GOOGL $AMZN How about a trick"
X Link 2026-02-10T14:40Z [---] followers, [---] engagements

"Most Undervalued Stocks Ive analyzed recently: [--]. $ADBE $270 $570 Price/Yr3earnings = [----] Value rating: 10/10 [--]. $NMIH $40 $75 Price/Yr3earnings = [---] 😳 Value rating: 9/10 [--]. $SFM $65 $95 Price/Yr3earnings = [---] Value rating: 9/10 [--]. $DUOL $122 $220 Price/Yr3earnings = [---] Value rating: 9/10 [--]. $CRM $197 $320 Price/Yr3earnings = [----] 👌 Value rating: 8/10 https://twitter.com/i/web/status/2021250124265951664 https://twitter.com/i/web/status/2021250124265951664"
X Link 2026-02-10T15:49Z [---] followers, [---] engagements

"@leevalueroach I cant find it but saw $ESP Espey Mfg &Electronics while looking $177M market cap with exploding fcf interesting"
X Link 2026-02-10T16:16Z [---] followers, [----] engagements

"@CarsonTalkMoney $CRM $SFM $QLYS $NMIH $MELI"
X Link 2026-02-10T17:27Z [---] followers, [--] engagements

"Do you think well ever see $PYPL under $40 again No Yes No Yes"
X Link 2026-02-10T17:55Z [---] followers, [---] engagements

"@BradWilcoxIFS Video games won"
X Link 2026-02-10T17:56Z [---] followers, [---] engagements

"I created a statistical model that simulates a stocks valuation [----] iterations. Normal distribution variance on numerous metrics. Here are the stocks with the highest chance of currently being undervalued: [--]. $CRM Salesforce. 93%. True Value: $320 (currently $197) 👇"
X Link 2026-02-10T18:53Z [---] followers, [---] engagements

"2. $ADBE Adobe. 93%. True Value: $570 (currently $270) The ONLY perfect [--] value rating out of all stocks Ive valuated"
X Link 2026-02-10T18:53Z [---] followers, [---] engagements

"5. $LKQ LKQ Corp. 83%. True value: $45 (currently $34) Despite higher uncertainty thresholds still most surely undervalued $6.5B book value (On $8.7B market cap with over $700M annual earnings). Aftermarket car parts distributors"
X Link 2026-02-10T18:53Z [---] followers, [--] engagements

"Yes I released this on Election Day morning [----] yes I said that stuff and made that prediction fully on data-based analysis. Learn stats its fun Full report: https://www.canva.com/design/DAGUrJBjfqw/1awQaabJjQLdAivNRFYuPQ/viewutm_content=DAGUrJBjfqw&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=hd252278944 https://www.canva.com/design/DAGUrJBjfqw/1awQaabJjQLdAivNRFYuPQ/viewutm_content=DAGUrJBjfqw&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=hd252278944"
X Link 2026-02-10T19:27Z [---] followers, [--] engagements

"Classic executives buy back fewer shares when their stock is cheaper Fiserv just reported its fewest repurchases in [--] years. Despite trading at its lowest stock price since [----]. $FISV https://t.co/QHSxBQpSaG Fiserv just reported its fewest repurchases in [--] years. Despite trading at its lowest stock price since [----]. $FISV https://t.co/QHSxBQpSaG"
X Link 2026-02-10T20:00Z [---] followers, [--] engagements

"@hobie_tweets @leevalueroach I just know they make $5B+ in a year rn. And that number is growing. And their market cap is $38B. Thats all I need to know. Unless youre saying their cash generation is going to go from $5B to zero in short order I dont need to know about a moat"
X Link 2026-02-10T20:39Z [---] followers, [--] engagements

"See what I think about $NVDA Basically its great value now especially with big tech AI capex commitments but the uncertainty is fairly high for extreme growth. Is NVIDIA Actually Worth Buying Right Now Full $NVDA Valuation Analysis via @YouTube https://youtu.be/lDJi-y_v9iIsi=ph9mdia4x7DIJyZq https://youtu.be/lDJi-y_v9iIsi=ph9mdia4x7DIJyZq"
X Link 2026-02-10T22:32Z [---] followers, [---] engagements

"Valuating businesses. Or statistical analysis. what skill has the most ROI what skill has the most ROI"
X Link 2026-02-10T22:34Z [---] followers, [--] engagements

"@InvestingVisual So tough to say I love both but have to say $MSFT is slightly better on value now"
X Link 2026-02-11T00:07Z [---] followers, [---] engagements

"Which are you taking I think $MSFT has a slight edge in current value $GOOGL vs $MSFT: who's your favorite right now https://t.co/zXL6XmYSY1 $GOOGL vs $MSFT: who's your favorite right now https://t.co/zXL6XmYSY1"
X Link 2026-02-11T00:08Z [---] followers, [---] engagements

"Are working families hurt by more efficient production of goods Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their kids and pay their bills Weve got to fight back. Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their kids and pay their bills Weve got to fight back"
X Link 2026-02-11T00:11Z [---] followers, [--] engagements

"@TomTomKrus @QualityInvest5 Then they change pricing structure. That simple"
X Link 2026-02-11T12:34Z [---] followers, [--] engagements

"I would stay away from scary scary narrative scenarios you can make that pessimistic argument for any company at any time. More likely than not we will have an economy in [--] years that is structurally very similar to todays the level of employment the basic consumer activities and behaviors etc. things might alter a bit and look a little different but the basic structure is more or less going to remain. If you had made this assumption throughout history and invested accordingly you would have been right 100% of the time. Recessions are simply recessions that if you wait through will resolve"
X Link 2026-02-11T12:46Z [---] followers, [--] engagements

"Chapter [--] of The Intelligent Investor is still undefeated. If you let Mr. Market control your emotions youve already lost. Price is a mood. Value is a fact. #valueinvesting"
X Link 2026-02-11T14:05Z [---] followers, [--] engagements

"@bishara They are not owned by private equity $CMG"
X Link 2026-02-11T14:08Z [---] followers, [---] engagements

"@kinginvestings Probably not. Comfortably is an opinion. Shout out to Tampa Bay FL ⚡"
X Link 2026-02-11T14:31Z [---] followers, [--] engagements

"If you are a passive S&P investor you should not expect very high returns over the coming years. Great reason to get into value investing (specific stocks that are underpriced) $SPY $VOO S&P [---] forward PE and the subsequent [--] year return: https://t.co/7FRv6Fg4Ei S&P [---] forward PE and the subsequent [--] year return: https://t.co/7FRv6Fg4Ei"
X Link 2026-02-11T14:34Z [---] followers, [---] engagements

"@LizAnnSonders @DataArbor @uscensusbureau In Florida a lot of old people with fixed incomes distort those numbers"
X Link 2026-02-11T14:37Z [---] followers, [---] engagements

"@compound248 $PYPL or $YELP 🤨🧐🧐🧐🧐"
X Link 2026-02-11T14:40Z [---] followers, [---] engagements

"You in [----] after you went all in on SaaS/Software during the AI Panic of 2026"
X Link 2026-02-11T14:41Z [---] followers, [--] engagements

"@ColesTrades $ADBE"
X Link 2026-02-11T16:56Z [---] followers, [--] engagements

"@CGInvesting10 $ZETA $PGY $NBIS $IREN $HOOD"
X Link 2026-02-11T18:13Z [---] followers, [---] engagements

"@shahh One day CNBC will have to answer (legally and ethically) for allowing this crap to slosh about without treating it like the craziness it is"
X Link 2026-02-11T18:15Z [---] followers, [----] engagements

"@Malone_Wealth Boomers retiring going to more Dr appointments needing more nurses"
X Link 2026-02-12T11:30Z [---] followers, [----] engagements

"@TJTheWheelDeal Software right $SPGI $ADBE"
X Link 2026-02-12T22:41Z [---] followers, [----] engagements

"@DrewCohenMoney Price follows sentiment value follows cash generation 😏 When the two disconnect that is where opportunities lie"
X Link 2026-02-12T22:45Z [---] followers, [---] engagements

"@LongGameEquity But they do have debt to service right And they struggle making real earnings"
X Link 2026-02-13T02:48Z [---] followers, [---] engagements

"@CarsonTalkMoney Your investments will go up and down A LOT in short term spans but over time as you continue to do due diligence and be consistent in buying undervalue and selling over fair value youll compound amazingly"
X Link 2026-02-13T02:56Z [---] followers, [--] engagements

"@RJCcapital Has to be $ADBE"
X Link 2026-02-13T02:56Z [---] followers, [---] engagements

"@ecommerceshares Some are still ridiculous the valuations before saas-aggedon were asinine. Others have fallen to a very attractive range. $CRM $ADBE"
X Link 2026-02-13T03:14Z [---] followers, [---] engagements

"@jonbrooks There are some stocks with awesome businesses great fundamentals and cheap valuations with conservative assumptions be a value investor and you can make money despite the other stuff"
X Link 2026-02-13T03:30Z [---] followers, [----] engagements

"@jonbrooks Right now $ADBE is the best example but there are plenty of smaller market cap examples as well"
X Link 2026-02-13T04:22Z [---] followers, [---] engagements

"@gentlemanway007 Those are great ROIC another indicator of management good at running the business. look at cash flow & profits side by side and find out why of they are meaningfully different consistently"
X Link 2026-02-13T04:28Z [---] followers, [---] engagements

"@obsidiancap1 Market is being silly rn dont pay it much attention. Mr. Market is drunk again (The Intelligent Investor by Benjamin Graham)"
X Link 2026-02-13T04:44Z [---] followers, [---] engagements

"@chitchatstocks $ADBE very little doubt on this"
X Link 2026-02-13T09:06Z [---] followers, [----] engagements

"@GuyTalksEnergy Just finance that 8k on a 10-year term car payment that mug. American consumer debt-ridden to all getout"
X Link 2026-02-13T09:59Z [---] followers, [--] engagements

"$PAG Margins improving long term. Explains the compounding and dividend growth over time. I used to really love $PAG valuation but lately it has slipped in business pillars and overall value rating. In a "perfect world" according to my assumptions it's worth $250. But so much exposure to recession risk and slightly inconsistent financials make it a 'no' for me. https://twitter.com/i/web/status/2014771076425814040 https://twitter.com/i/web/status/2014771076425814040"
X Link 2026-01-23T18:43Z [---] followers, [--] engagements

"I valuated this company many times over the years and never pulled the trigger biggest mistakes are the ones you didnt buy $BELFB"
X Link 2026-02-06T02:58Z [---] followers, [---] engagements

"@Gubloinvestor $ADBE - and Im pounding the table at this point"
X Link 2026-02-15T03:25Z [---] followers, [---] engagements

"Best post of the day Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast Dario on Dwarkesh probably. Now you think its the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when https://t.co/Z0M563jeT2 Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast Dario on Dwarkesh probably. Now you think its the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when"
X Link 2026-02-16T00:44Z [---] followers, [--] engagements

"@StonkChris Hm the share price means nothing really. Its about the market cal relative to the discounted future earnings + book value. They lose money. They have never been profitable for more than three quarters in a row"
X Link 2026-02-16T01:00Z [---] followers, [---] engagements

"@KatusaResearch Yet investments in energy production have become more and more costly so theres not too much to invest in on this front just a lot of work to do"
X Link 2026-02-16T03:18Z [---] followers, [---] engagements

"Ive valuated [--] insurance companies recently $CB and $KNSL are decent investments with good value ratings (7/10) but the king Ive seen is $ACGL Arch Capital Almost worth 2x its current price might make a YT video covering them again"
X Link 2026-01-12T03:20Z [---] followers, [---] engagements

"$SFM just keeps being cheaper No I never owned it when it was above $65 on the big run up. I genuinely think its getting underpriced now it was way overpriced before"
X Link 2026-02-02T14:56Z [---] followers, [---] engagements

"@DurableCreators Insurance $AGCL $KNSL"
X Link 2026-02-08T04:43Z [---] followers, [---] engagements

"@aakashgupta $CRM is one of the best value opportunities in the market today and I feel like no one is taking about it"
X Link 2026-02-08T13:37Z [---] followers, [---] engagements

"3. $NMIH National Mortgage Insurance. 90%. True Value: $75 (currently $40) Value rating 9/10 $2B book value and growing earnings totaling $380M annually"
X Link 2026-02-10T18:53Z [---] followers, [--] engagements

"4. $CINF Cincinnati Financial. 86%. True value: $259 (currently $165) Value rating 8/10 Consistent and compounding FCF machine insurance company"
X Link 2026-02-10T18:53Z [---] followers, [--] engagements

"Imagine not being able to notice Liberation Day selloff on your price history. Wow what a beautiful chart $AZO Since [----] AutoZone $AZO has spent $39 bln to repurchase shares for an average cost of $250/share. Share price today 15x = $3680 https://t.co/Dc2fBK0AIF Since [----] AutoZone $AZO has spent $39 bln to repurchase shares for an average cost of $250/share. Share price today 15x = $3680 https://t.co/Dc2fBK0AIF"
X Link 2026-02-11T03:21Z [---] followers, [---] engagements

"January [----] jobs number of [------] will also be downwardly revised. Make no mistake. @BLS_gov Over [--] million jobs everyone thought were created in [----] just disappeared with negative revisions. 👇🏼 https://t.co/JSNqEpAIzv Over [--] million jobs everyone thought were created in [----] just disappeared with negative revisions. 👇🏼 https://t.co/JSNqEpAIzv"
X Link 2026-02-11T16:36Z [---] followers, [--] engagements

"I have just performed a level [--] analysis of $UBER yes it seems well undervalued. I need to dig more into the company. Fair value $142/sh Upside +91% (undervalued) 10-yr hold CAGR return: +17%"
X Link 2026-02-11T17:51Z [---] followers, [---] engagements

"One day CNBC will have to answer (legally and ethically) for allowing this crap to slosh about without treating it like the craziness it is oh boy we might actually be fucked https://t.co/E9Yz3e1tsk oh boy we might actually be fucked https://t.co/E9Yz3e1tsk"
X Link 2026-02-11T18:15Z [---] followers, [--] engagements

"If you grant $DUOL a "no disruption" pass and then apply a conservative growth filter you still end up with an intrinsic value near $180. Even with a cautious outlook the math says its undervalued. barring major disruption🧐 Is $DUOL becoming too cheap to ignore. $109 now $5B market cap. Hard to go bk with - no debt - Over 70% gross margins - top-line 38% - 50M users & growing My FAVORITE part. they also have $1.12B cash on hand (22% of their market cap). Dumpster diving time or. Is $DUOL becoming too cheap to ignore. $109 now $5B market cap. Hard to go bk with - no debt - Over 70% gross"
X Link 2026-02-12T03:14Z [---] followers, [---] engagements

"Hedge funds are ditching software. Retail is piling into it. I think retail is actually going to win this trade long-term like over 3-5 years maybe Retail investors are buying US tech stocks at an unprecedented pace: Retail purchases of the Software ETF $IGV are up to a record +$176 million over the last month. This is more than DOUBLE the previous peak seen in late [----] and [--] TIMES higher than at the beginning of [----]. https://t.co/GXgZXDh1eQ Retail investors are buying US tech stocks at an unprecedented pace: Retail purchases of the Software ETF $IGV are up to a record +$176 million"
X Link 2026-02-12T03:28Z [---] followers, [---] engagements

"Market: "AI will kill $SPGI's moat" 😱 Me: "Thanks for the discount." 🤝 If they hit $15B FCF in [--] years with dividend growth and buybacks a modest 19x multiple puts fair value 50% above current price. This isn't a disruption storyits a massive valuation disconnect. 💎🙌"
X Link 2026-02-12T22:33Z [---] followers, [---] engagements

"Do we think they can be disrupted by AI Nope Then load the truck But sir their revenues and profits are decreas Load. The. Truck. market doesnt want AI doesnt want software doesnt want capex it wants negative 4% YoY growth shoes what a start to February lol https://t.co/pskz6AaTA9 market doesnt want AI doesnt want software doesnt want capex it wants negative 4% YoY growth shoes what a start to February lol https://t.co/pskz6AaTA9"
X Link 2026-02-13T03:12Z [---] followers, [--] engagements

"Well-articulated philosophical truth grounding of the nonsense flying around. When the market gets crazy basic fundamental questions help you bring your mind back on track into reality this is a great reference for that type of thought. https://t.co/ouFaytk3ly https://t.co/ouFaytk3ly"
X Link 2026-02-13T04:21Z [---] followers, [---] engagements

"I am finally passed [---] followers seems like its taking forever to grow but thats ok 👍 Im ok with replying and getting my valuation tips out to whoever sees"
X Link 2026-02-13T04:30Z [---] followers, [---] engagements

"Cant answer when in short term but can answer where (price based on value) in long term When does the selling stop in software https://t.co/37cXd32zSq When does the selling stop in software https://t.co/37cXd32zSq"
X Link 2026-02-13T09:53Z [---] followers, [---] engagements

"Me opening up my vibe-coded Excel spreadsheet. $MSFT"
X Link 2026-02-13T14:19Z [---] followers, [--] engagements

"$SPGI S&P Global Value Rating: 9/10✅😲 Pillars 7/8 ✅ Subpillars 21/22 ✅ Fair Price: $595*** Current Price: $415 (30% underpriced) 10-yr hold return: 14% ***Assumptions FCF Now: $4.9B Growth(yrs1-3/4-6/7-10): 14%12%10% Discount rate: 10% 😆 Year [--] p/e: [--] Adjusted BV: $25.7B Shares(yrs1-3/4-6/7-10): 0%-1%-1.5% Dividend (yrs1-3/4-6/7-10): 6%8%10% https://twitter.com/i/web/status/2022482838629617688 https://twitter.com/i/web/status/2022482838629617688"
X Link 2026-02-14T01:27Z [---] followers, [---] engagements

"@JeffDelp As a transportation engineer/planner just tear them out and move on is an absurd take"
X Link 2026-02-15T15:30Z [---] followers, [---] engagements

"Charts like this are why I believe $NVDA is still the best true value - to - price ratio in the Mag [--] $NVDA I will not be surprised if it sees revenue surpass $500 Billion in [----]. 👀💪🏻 https://t.co/zA7jIMafC2 $NVDA I will not be surprised if it sees revenue surpass $500 Billion in [----]. 👀💪🏻 https://t.co/zA7jIMafC2"
X Link 2026-02-15T17:40Z [---] followers, [--] engagements

"@TraceyRyniec Nuclear power trade potential"
X Link 2026-02-15T18:16Z [---] followers, [--] engagements

"@MoInvestingHQ Im waiting for the dip of the dip of the dippity dip"
X Link 2026-02-15T18:23Z [---] followers, [--] engagements

"I donate my middle finger 🙂 FUN FACT: The US Government is collecting donations to help pay off its $38 trillion debt. https://t.co/oUIGmyrPzZ FUN FACT: The US Government is collecting donations to help pay off its $38 trillion debt. https://t.co/oUIGmyrPzZ"
X Link 2026-02-15T19:18Z [---] followers, [--] engagements

"*excessive share price"
X Link 2026-02-15T22:05Z [---] followers, [--] engagements

"@StonkChris *market cap"
X Link 2026-02-16T02:31Z [---] followers, [--] engagements

"Trying to get rich quick is one of the quickest ways to go broke. Whereas trying to get rich slow is one of the surest ways to get rich"
X Link 2025-03-30T03:24Z [---] followers, [----] engagements

"$CALM sooo I guess the market expects capital glut and competition to heal egg prices if that doesnt happen this egg producer could be great value Cal-Maine Foods. Impeccable balance sheet"
X Link 2026-02-11T03:09Z [---] followers, [---] engagements

"$ADBE still sitting on the top of my list of best value at current price - out of over [--] stocks analyzed recently. Is $ADBE the best value/price disconnect in the market"
X Link 2026-02-12T22:53Z [---] followers, [----] engagements

"@MarceloLima $CRM is certainly undervalued. $NOW is still expensive"
X Link 2026-02-13T03:40Z [---] followers, [----] engagements

"@DividendDynasty $ADBE is by far the best opportunity $SPGI is an awesome opportunity $UBER is a good opportunity"
X Link 2026-02-14T01:32Z [---] followers, 19.4K engagements

"@YodaStockInvest Not 100% but lost a very high percentage on $CHGG"
X Link 2026-02-15T03:07Z [---] followers, [---] engagements

"I truly think $SFM is one of the best quality and most undervalued stocks in the market At current price. Sprouts Farmers Market market cap is now under $7 billion It can probably repurchase $1 billion worth of stock over the next two years $SFM https://t.co/RFW8cmrWHR Sprouts Farmers Market market cap is now under $7 billion It can probably repurchase $1 billion worth of stock over the next two years $SFM https://t.co/RFW8cmrWHR"
X Link 2026-01-22T13:09Z [---] followers, [----] engagements

"@emilykmay Ive always sort of understood this demographically theres going to be a mass inheritance of assets from boomer to millennial. A lot will be liquidated which will have a deflationary effect"
X Link 2026-02-15T03:12Z [---] followers, 11.6K engagements

"@ManuInvests Absolutely beautiful. I think one of the biggest mistakes in valuating $ADBE is not including modeling returning fcf to shareholders like not modeling in share buybacks"
X Link 2026-02-15T18:03Z [---] followers, [---] engagements

"$SFM Sprouts Farmers Market. Yes it had an exuberant exclusive share price last year detached from true value BUT now it has overcorrected. Forward P/E [--]. Growing grocer. High margin. Affluent customer"
X Link 2026-02-15T18:55Z [---] followers, [---] engagements

"UberOne seems sticky this stock is looking very undervalued. $UBER Uber is trading at it's cheapest valuations in years. P/FCF ratio: 15.1x Reminder: this is not a SaaS company. $UBER https://t.co/PxQmEvwqU0 Uber is trading at it's cheapest valuations in years. P/FCF ratio: 15.1x Reminder: this is not a SaaS company. $UBER https://t.co/PxQmEvwqU0"
X Link 2026-02-16T04:13Z [---] followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing