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@MichaelZero10 Avatar @MichaelZero10 Michael. Z

Michael. Z posts on X about business, $dlo, $tmdx, debt the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% countries XXXXX% technology brands XXXX%

Social topic influence business 19.23%, $dlo #10, $tmdx #22, debt #1458, stocks 7.69%, finance 7.69%, $shop #390, $lvmh #1, $amd #220, $nflx #154

Top accounts mentioned or mentioned by @lamkhayaranass @serk1379079 @valuationedge_

Top assets mentioned DLocal Limited Class A Common Shares (DLO) TransMedics Group, Inc. Common Stock (TMDX) Shopify Inc (SHOP) Advanced Micro Devices (AMD) Netflix Inc (NFLX) Nebius Group N.V. Class A Ordinary Shares (NBIS) UnitedHealth Group (UNH) Hims & Hers Health, Inc. (HIMS) Crowdstrike Holdings Inc (CRWD) MercadoLibre Inc (MELI) Enphase Energy Inc (ENPH)

Top Social Posts

Top posts by engagements in the last XX hours

"$DLO Dlocal Limited: DCF valuation The financial projections below have been prepared by using the following assumptions (see below). X Key assumptions: - Sales CAGR 2026E-30E at XXXX% from $1263m in 2026E to $2806m in 2030E which is really conservative considering $DLO has been growing by XXXXX% over the last X years. - EBITDA margin completely flat at XXXX% from 2024A to 2030E without considering any margin improvement even if the business is continuing to make significant investments. Again this assumption is super conservative. - We have assumed XX% income tax over the period which is in"
X Link 2025-11-14T21:43Z 5825 followers, 7812 engagements

"$DLO: Dlocal Limited Revenue in Nigeria is Booming😳 While $DLO has recently experienced a contraction in Egypt the business has benefitted from a surge in volume from Nigeria in Q3 2025 led by a deepening partnership with Y Combinator-backed fintech Grey. $DLO is currently dealing with different dynamics in Africa: a legacy business in Egypt being eroded by client internalization and macroeconomic shock and a burgeoning Other Africa Segment driven by cross-border payouts and high growth fintech partnerships. Headline numbers for the Africa & Asia region appeared sluggish revenue dropped 10%"
X Link 2025-11-26T00:25Z 5825 followers, 3177 engagements

"$HROW (+11%)😳 Investors have concerns on the current financial leverage of the Business. $HROW has a net debt balance of $175m. Nevertheless we think this amount of net debt is manageable. Indeed over the last few quarters Net Debt/EBITDA has dropped significantly as the business is growing and generating more margin. This multiple has declined from 7.5x in Q4 2024 to 3.7x in Q3 2025 (see below). Therefore we believe investors are overstating the risks associated to financial leverage of the business. It is commonly assumed among investors that 3x Net Debt/EBITDA is a sustainable level."
X Link 2025-12-03T17:54Z 5826 followers, 2747 engagements

"Welcome on board I think over the long-term you should do well with $DLO in your portfolio. It is run by Pedro Arnt who is a best-in-class CEO and former CFO at $MELI. Current valuation is still attractive and the business used to worth much more in the past. Therefore this $5.1-6.5bn valuation range is really achievable in my opinion.😉"
X Link 2025-12-10T19:21Z 5825 followers, XXX engagements

"🚨Truist Securities Upgrades $DLO stock to Buy $DLO received an upgrade from Truist Securities on Thursday with its rating changing from Hold to Buy and its price target increasing to $XX from $XX. The upgrade comes as Truists previous concerns about take rate compression have eased with the firms net take rate forecast now aligning with market consensus. This positive outlook is supported by $DLO's strong financial performance with revenue growing XXXXX% over the last twelve months. Truist highlighted the positive impact of $DLO's new management team led by CEO Pedro Arnt who joined from"
X Link 2025-12-11T13:39Z 5825 followers, 1146 engagements

"$TMDX - Terumo to Acquire OrganOx😳 Please find below the details of this highly relevant Transaction.👇 X. Enterprise Value at $1.5bn✅ An agreement has been reached for the acquisition of OrganOx a pioneering University of Oxford spinout transforming kidney and liver transplantation by Terumo a global medical technology company for $1.5bn. This transaction which is subject to regulatory and other approvals would be the largest acquisition of an Oxford University spinout to date and one of the most significant venture capital exits in UK university spinout history"
X Link 2025-08-26T19:47Z 5825 followers, 9882 engagements

"$ENPH: Enphase Energy (Mkt Cap: $5bn) Why we believe $ENPH is one of the most undervalued Stocks in the entire Equity Market 🧵👇 X. $ENPH is highly Sensitive to Interest Rates %✅ $ENPH sells solar microinverters and energy storage systems often to homeowners and small businesses. These customers usually finance solar and battery systems through debt or leases. However higher interest rates mean higher monthly payments for solar systems which affect the demand from customers. Consequently $ENPH is highly impacted as customers deter new installations. To support this point we have collected"
X Link 2025-09-13T14:10Z 5826 followers, 3984 engagements

"Portfolio Update 11/22👇🏻👀 $SHOP XXX% ($57.98)📦// Up 155%🟢 $LVMH XXX% (516.95)👜// Up 21%🟢 $AMD XXX% ($112.6) 💻// Up 62%🟢 $HIMS XXX% ($15.66)💊// Up 111%🟢 $NBIS XXX% ($27.41)🧑💻// Up 176%🟢 $NFLX XXX% ($172.50)📺// Up 446%🟢 $UNH XXX% ($286.32)💟// Up 8%🟢 $TMDX XXX% ($56.97)💟// Up 105%🟢 $CRWD XXX% ($221.27)🔏// Up 110%🟢 $ASML XXX% (667.67)🧑💻// Up 25%🟢 $CELH XXX% ($21.98)🧃// Up 60%🟢 $ENPH XXX% ($32.35) 🌞// Down 16%🔴 $DUOL XXX% ($189.35) 🧑🎓// Down 9%🔴 $ELF XXX% ($72.68)💄// Down 12%🔴 $PALO XXX% ($145.09)🔏// Up 18%🟢 $DLO XXX% ($10.03)💳// Up 18%🟢 $TTD XXX% ($45.73)💻//"
X Link 2025-11-22T14:52Z 5824 followers, 16.3K engagements

"Portfolio Update 11/29👇🏻👀 $SHOP XXX% ($57.98)📦// Up 174%🟢 $HIMS XXX% ($15.66)💊// Up 140%🟢 $AMD XXX% ($112.6) 💻// Up 71%🟢 $LVMH XXX% (516.95)👜// Up XX% 🟢 $NBIS XXX% ($27.41)🧑💻// Up 212%🟢 $TMDX XXX% ($56.97)💟// Up 125%🟢 $NFLX XXX% ($17.25)📺// Up 459%🟢 $ASML XXX% (667.67)🧑💻// Up 35%🟢 $UNH XXX% ($286.32)💟// Up 11%🟢 $CRWD XXX% ($221.27)🔏// Up 116%🟢 $CELH XXX% ($21.98)🧃// Up 66%🟢 $ENPH XXX% ($32.35) 🌞// Down 11%🔴 $DUOL XXX% ($189.35) 🧑🎓// Up 1%🟢 $ELF XXX% ($72.68)💄// Down 6%🔴 $PALO XXX% ($145.09)🔏// Up 22%🟢 $DLO XXX% ($10.03)💳// Up 20%🟢 $TTD XXX% ($45.73)💻//"
X Link 2025-11-29T18:55Z 5826 followers, 5186 engagements

"Let me simply explain this. Revenue does not drive equity valuation. Indeed a business can generate significantly more revenue and still worth a penny. What matters in finance is how much cash the business can consistently generate over the long-term (Free Cash Flow). Businesses worth more because their generate more profits and free cash flow and it is not about revenue.🤓"
X Link 2025-12-10T20:21Z 5828 followers, XXX engagements

"I think $JD valuation is low just because it is a Chinese business. Businesses based in China are often trading at discount to American/Western peers. Personally I don't touch Chinese Stocks as I want to invest in pure capitalistic countries such as the U.S UK Netherlands France etc. China has a different economic model and it makes things difficult to predict. 🤓"
X Link 2025-12-10T23:49Z 5828 followers, XXX engagements

"Hello Guys I'm currently on Holiday and going to France French Guiana Suriname and Panama with my Family over the next few weeks. It has been a pleasure to write on X this year about various businesses. Please see below Biggest Successes and Mistakes. Biggest Successes: - Buying $TMDX at $XX in January when Scorpion Capital was spreading fear and false accusation. - Buying $NBIS at EUR27 in January when investors failed to recognize the investment opportunity. - Buying $AMD at $XXX in January when investors failed to recognise the excellent market position of the business. - Buying $ASML at"
X Link 2025-12-12T12:33Z 5825 followers, 1950 engagements