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@TacticzH Avatar @TacticzH TacticzHazel - Value Investing

Novo Nordisk ($NVO) is grabbing attention with multiple discussions around its undervaluation, growth prospects, and strategic moves, including an extraordinary general meeting to elect new board members and a deal to acquire an antibody in development for rare blood and kidney disorders. Additionally, the company is facing challenges, such as a FDA inspection classification for its Indiana plant and a restructuring plan to cut XXXXX roles. Its stock appears to be one of the favorites among investors, alongside ASML ($ASML) and Taiwan Semiconductor ($TSM).

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance #1952 stocks #1537 technology brands XXXXX% cryptocurrencies XXXXX% countries XXXX% automotive brands XXXX% luxury brands XXXX% currencies XXXX% fashion brands XXXX%

Social topic influence $nvo #2, $asml #23, asml #36, $hims #3, $lly #2, $krknf #36, $png #10, png #422, $tsm #57, taiwan #672

Top accounts mentioned or mentioned by @investingvisual @sojustfollowme @1springthunder @m1nvest @runyourlegacy @dividendtsar @smartfinapp @wealthyreadings @gabgrowth @researchpulse1 @valuationedge_ @rjccapital @aleabitoreddit @mindset4moneyx @meeijer @boersenwunder @amp0623 @billrhine @frameworkwisely @theraymyers

Top assets mentioned Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Eli Lilly and Company (LLY) Pangolin (PNG) Taiwan Semiconductor (TSM) AST SpaceMobile, Inc. Class A Common Stock (ASTS) S&P Global Inc (SPGI) Oscar Health, Inc. (OSCR) Palantir (PLTR) RAI Finance (SOFI) Tesla, Inc. (TSLA) Strategy (MSTR) Mastercard, Inc. (MA) TransMedics Group, Inc. Common Stock (TMDX) Moody's Corporation (MCO) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Builders FirstSource, Inc. (BLDR) Ferrari N.V. (RACE) Sea Limited (SE) MercadoLibre Inc (MELI) UnitedHealth Group (UNH) DLocal Limited Class A Common Shares (DLO) Rigetti Computing, Inc. Common Stock (RGTI) Open Custody Protocol (OPEN) BITMINE IMMERSION TECH (BMNR) Meta Platforms, Inc. (META) Axon Enterprise, Inc. (AXON) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Metadium (META) CoreWeave, Inc. (CRWV) Osisko Gold Royalties Ltd (OR) Merit Circle (MC) Nu Holdings Ltd. (NU) NuCypher (NU) Spotify Technology (SPOT) Brookfield Corporation (BN) Vulkania (VLK)

Top Social Posts

Top posts by engagements in the last XX hours

"Why I still think: $SOFI is not a buy right now $PLTR is not a buy right now $TSLA is not a buy right now $ASTS is not a buy right now $RGTI is not a buy right now $HIMS is not a buy right now $OPEN is not a buy right now $BMNR is not a buy right now ( $MSTR too) The risk/reward is simply not where you want it to be right now. A lot of growth names are on the pricey side and have had their run-ups in the last few months and years. Can they still do well Yes. But to me $HIMS is the perfect example of what happens when we see a re-rating to normal levels. Even though this bull-market seems far"
X Link 2025-11-29T10:59Z 31K followers, 270.1K engagements

"$MSTR is the biggest scam in the stock-market right now. And it is happening right under everyone's eyes. I can't wait till this shitshow collapses even further"
X Link 2025-12-02T10:09Z 31K followers, 32.8K engagements

"If I had $1.000.000 to built a equally weighted portfolio with only large-MOAT companies it would look like this: - $ASML ASML - $TSM Taiwan Semiconductor - $GOOGL Alphabet - $V Visa - $MA Mastercard - $TMDX Transmedics - $META Meta Platforms - $AXON Axon Enterprise - $AMZN Amazon - $FFX Fairfax Financial - $SPGI S&P Global - $MCO Moody's Corp - $NVDA Nvidia - $MSFT Microsoft - $FICO Fair Isaac Corp Agree What would you change"
X Link 2025-12-05T15:37Z 31K followers, 87.4K engagements

"@RJCcapital You dont like healthcare or the companies I picked Or both 😊"
X Link 2025-12-07T06:15Z 31K followers, 4765 engagements

"$NVO does not deserve to trade at a forward PE of just XX. A simple rerating to a more fair forward PE of XX would push the price to $XX (50% upside). What do you think is the fair PE for a company like Novo"
X Link 2025-12-09T20:41Z 31K followers, 28.1K engagements

"Why I think: $HOOD is not a buy right now $SOFI is not a buy right now $PLTR is not a buy right now $TSLA is not a buy right now $CRWV is not a buy right now $NBIS is not a buy right now $IREN is not a buy right now While it is crystal clear that some of these are poised to do really well in the future I think the risk/reward is not in your favor right now. And that goes for a lot of other growth names as well. Not even X months ago the odds were a lot better. While fundamentals have changed for the better for most of these names after some of the run-ups we've seen major pullbacks are"
X Link 2025-09-20T08:44Z 30.9K followers, 384.7K engagements

"@FrameworkWisely @GabGrowth @fintegrate Ye I like it a lot around this level Still haven't found the time to really dive in deep unfortunately"
X Link 2025-12-08T17:42Z 30.9K followers, XX engagements

"Another competitor for $NVO and $LLY Structure Therapeutics weight loss pill Aleniglipro showed weight loss of up to XXXX% after XX weeks of treatment in a mid-stage study. Another study exploring higher doses of Aleniglipron showed weight loss of up to XXXX% at XX weeks In comparison: Oral Wegovy showed XXXX% weight loss after XX weeks and. Lilly's Orforglipron resulted in average weight loss of XXXX% at the highest dose after 72weeks FDA approval only expected in 2029/2030 while Novo and Lilly will likely release their pill in 2026"
X Link 2025-12-08T14:01Z 31K followers, 10.5K engagements

"Link to $NVO $LLY oral pill comparison:"
X Link 2025-12-10T14:35Z 31K followers, 15.7K engagements

"$BLDR - TOP XX performer in the S&P500 in the last X and XX years but still quite unknown. My thoughts on BUILDERS FIRSTSOURCE 🧵 1/ Company overview Imagine you want to build a house add an extension or do a big renovation. You're going to need a lot of materials. Things like wood for the frame pre-built sections like wall frames or roof pieces windows doors and all sorts of other supplies. Builders FirstSource is essentially a giant supplier for people who do this kind of work professionally like home builders and remodeling companies. Think of them like a massive hardware store or a"
X Link 2025-05-17T11:04Z 30.9K followers, 30.1K engagements

"Top European Quality Companies 💎 X. $ASML ASML X. $RMS Hermes X. $ADYEN Adyen X. $NVO Novo Nordisk X. $SIE Siemens AG X. $SE Schneider Electric X. $EVO Evolution AB X. $RACE Ferrari X. $INVE-B Investor AB XX. $WKL Wolters Kluwer XX. $MC / $LVMH Louis Vuittion Mot etc. XX. $OR L'oreal SA XX. $CHEMM ChemoMetec Agree Which would you add"
X Link 2025-05-21T07:39Z 30.9K followers, 48K engagements

"10 Companies that could 2X within X years 💎 - $HIMS Hims and Hers - $NBIS Nebius - $MELI MercadoLibre - $NU Nu Holdings - $NVO Novo Nordisk - $ASTS AST Spacemobile - $TSM Taiwan Semi - $ASML ASML - $OSCR Oscar Health - $BLDR Builders Firstsource Agree Which would you add"
X Link 2025-05-21T20:30Z 30.9K followers, 61.1K engagements

"ROAST MY PORTFOLIO DO NOT HOLD BACK What would you change/add/remove"
X Link 2025-06-08T20:31Z 30.9K followers, 73.1K engagements

"Added to my $OSCR position today just now. Just remember you invest in a company not in it's stock price. Short-term volatility is expected for a company like $OSCR. Just remember: ✅Highly disruptive company ✅Strong management ✅Huge TAM ✅Institutional ownership at all time highs ✅EPS growth 2yr for expectations: XXXXX% ✅Trades close to multi-year support level ✅ Margin expansion expected (company aims for 5%) This is not an investment without risk. If ACA disappears they will lose revenue. However management is confident that they will still meet long-term guidance and goals even if this"
X Link 2025-07-18T14:56Z 30.9K followers, 9291 engagements

"Looking to diversify away from the US stock market This is the only watchlist you need: $SIE Siemens AG $TSM Taiwan Semiconductor $IREN Iren Ltd $PDD Pinduoduo $SPOT Spotify Technology S.A. $BN Brookfield Corporation $RHM Rheinmetall $KPG Kelly Partners Group $CSU Constellation Software $CDLR Cadeler A/S $VLK Van Lanschot Kempen N.V. $MELI MercadoLibre $XIAOMI Xiaomi Corporation $RMS Hermes International SCA $EVO Evolution AB $ADYEN Adyen $NVO Novo Nordisk $RYCEY Rolls Rocye $CPNG Coupang $LDO Leonadro SpA $SE Sea Ltd $TOI Topicus Inc. $BABA Alibaba $LVMH LVMH Mot Hennessy Louis Vuitton SE"
X Link 2025-08-19T07:49Z 30.9K followers, 53K engagements

"Kraken Robotics $KRKNF/ $PNG Deep-dive almost ready Kraken Robotics is a company that's been getting a lot of praise here on X. While it's not the typical company I would invest in I thought it would be interesting and educational to learn more about them. I will share my first look into the company soon on my SS. I hope to have it ready within a few days 🔗Link in my bio as usual. One thing I still kinda struggle with is valuation. I see revenue target above $2B for 2030 which seems awfully bullish but is it realistic Looking to get any feedback on that. Cause I think anything in between"
X Link 2025-11-08T12:35Z 30.9K followers, 25.9K engagements

"$KRKNF $PNG My Kraken Robotics ''deep dive'' is ready. I'll be releasing it in a couple of hours I've put deep dive in quotations as this is a first-look into the company. It's not as extensive as my $NVO and $ASML deep dives as I still need to do more research. But I think this is a good place to start for people interested in the company. I will post it in the usual place which you can access through the link in my bio"
X Link 2025-11-16T09:51Z 30.9K followers, 30.2K engagements

"$KRKNF $PNG - Kraken Robotics Deep dive is live 🚨 I have just posted my deep dive on Kraken Robotics on my SS. This company has been getting a lot of praise on X and other social media outlets so I wanted to find out what the fuzz was about. My deep dive is a proper first look into this growth machine. Go check it out and let me know what you think It's definitely worth your time I look forward to feedback from the Krakheads Any like share comment or follow truly helps me out. These deep dives take a lot of work so all help is truly appreciated 🔗Link in my bio and in the comment section"
X Link 2025-11-16T14:28Z 30.9K followers, 33K engagements

"Fantastic deep dive on Kraken Robotics. $KRKNF $PNG. Very detailed well researched and easy to read. Completely free too Check it out"
X Link 2025-11-20T21:16Z 30.9K followers, 8983 engagements

"@GabGrowth Gonna read that this weekend Been meaning to do some more research on $SE but never got around to it. This piece might help :D"
X Link 2025-11-28T13:26Z 30.9K followers, 1037 engagements

"Big news from $KRKNF / $PNG - Kraken Robotics Kraken Robotics Announces $12M in orders for their SAS and Seapower Subsea Batteries Orders have been placed by multiple organizations including Teledyne Marine Terradepth and two navies from NATO member countries. CEO Greg Reid on the end of the year: As we near the end of the calendar year we are seeing many expected orders coming through before budgets reset including two new SeaPower battery customers Clients are from both defense and commercial organizations highlighting how Krakens dual-use technology is critical across a variety of"
X Link 2025-12-02T12:26Z 30.9K followers, 5472 engagements

"Xlight's 150M couldn't even pay for one $ASML's machines. You need 1000X that budget and XX years of development before being some sort of a threat to $ASML. The MOAT is wide and deep. It's more than just the machines. It's the IP the relationships the intricate supply chain and above all the trust"
X Link 2025-12-02T13:39Z 30.9K followers, 8988 engagements

"$ASML X% off it's all-time high after a fantastic half year. Let your winners run. If I had to choose one stock to apply that to it would be $ASML"
X Link 2025-12-03T08:43Z 30.9K followers, 11.5K engagements

"$ZETA has grown to be a popular stock in the last half year also fueled by the great research @wealthmatica (also known as Mr $ZETA) has done on the company I dont know how but he has managed to land an interview with the CEO David Steinberg. This will be a must watch for anyone interested in $ZETA. Go check it out"
X Link 2025-12-06T06:35Z 31K followers, 9156 engagements

"@SoJustFollowMe Not in your portfolio right now though if I'm not mistaken"
X Link 2025-12-09T20:53Z 30.9K followers, XXX engagements

"Quiet day in the market so you have time to do some research Check out this great deep dive on a company most people don't know Texas Pacific Land $TPL Daniel is a great writer and he does some excellent research. Definitely worth a read and be sure to check out his other deep dives as well. He surely deserves more followers here on X and on SS"
X Link 2025-11-27T15:00Z 31K followers, 40.1K engagements

"I just posted my Portfolio update for the Month November Still sitting at a comfortable XXXXX% YTD even though this month was far from great with almost a X% loss. What you can expect in my portfolio updates: ✅All buys and sells ✅Portfolio return compared to benchmarks ✅Sentiment-list for all stocks in my portfolio ✅My thoughts on all companies I hold ✅Watchlist Go check it out and let me know what you think 🔗You can find it in the usual place and via the link in my Bio"
X Link 2025-11-30T13:12Z 30.9K followers, 23.7K engagements

"Which company do you think is the best buy right now - $UNH at $XXX - $ASML at XXX - $OSCR at $XXXXX - $DLO at $XXXXX - $GRAB at $XXXX - $MELI $2362 - $AMD at $XXX - $HIMS at XXXXX - $ASTS at $XXXXX - $HOOD at $104.85"
X Link 2025-07-27T20:09Z 31K followers, 235.6K engagements

"@InvestingVisual 5star moat. $ASML deserves X tbh 😄"
X Link 2025-11-30T13:42Z 31K followers, 1494 engagements

"5/ $RACE Ferrari Ferrari shares fell XX% after their disappointing Q2-results. With disappointing I mean worse than expected as expectations were very high. Results were still solid but the stock was priced for perfection. The main reasons for the drop are: ✅revenue and EPS came in slightly below consensus expectations ✅Management opted to maintain full-year guidance instead of raising it despite a recent reduction in US-EU tariffs ✅Unit sales and average selling prices were also below expectations ✅Q2 margin is likely the peak for the year as the Daytona model reaches the end of its run Is"
X Link 2025-08-12T20:12Z 31K followers, 16.7K engagements

"My top XX of companies with the strongest MOATs X. $ASML - ASML X. $FICO - Fair Isaac Corp X. $SPGI - S&P Global X. $MCO - Moody's Corp X. $V / $MA - Visa and Mastercard X. $EVO- Evolution Ab X. $MSFT - Microsoft X. $TSM - Taiwan Semiconductor Manufacturing X. $HII - Huntington Ingalls XX. $COST - Costco XX. $WM - Waste Management XX. $TSCO - Tractor Supply Company XX. $EFX - Equifax XX. $SAP - SAP XX. $ICE - Intercontinental Exchange XX. $GGG - Graco XX. $INTU - Intuit XX. $ORLY - O'Reilly Auto Parts XX. $UNP - Union Pacific XX. $KO - Coca Cola Do you agree with this list Which would you add"
X Link 2025-09-04T12:39Z 31K followers, 65.3K engagements

"@Mindset4Money_X So what can make $ADBE go ballistic now"
X Link 2025-12-10T20:36Z 31K followers, XXX engagements

"@TheRayMyers Where did you get the weight loss effectives for both oral pills I found different numbers I think Nice overview though you made it"
X Link 2025-12-10T20:39Z 31K followers, XXX engagements

"ROAST MY PORTFOLIO DO NOT HOLD BACK What would you change/add/remove"
X Link 2025-09-17T19:58Z 31K followers, 140.4K engagements

"I'm really struggling to find any clear undervalued companies in the market right now. Some companies I still like around these levels: $NVO $DLO $SPGI and maybe $AMZN. What companies are you looking at/buying right now"
X Link 2025-10-28T09:11Z 31K followers, 73.9K engagements

"$NVO - Stock price will always follow EPS"
X Link 2025-11-28T07:54Z 31K followers, 213K engagements

"@Spectecial That's definitely a bearish signal. Nobody can be breakeven on their $NVO position"
X Link 2025-11-29T11:15Z 31K followers, XXX engagements

"Waiting for $NVO's shares to drop XX% after the FDA approval of Oral Wegovy"
X Link 2025-12-02T15:31Z 31K followers, 65.5K engagements

"🚨Ozempic Launch in India soon 🚨 $NVO Novo Nordisk will introduce Ozempic in India within the next few weeks aiming to take a strong position in the India's rapidly expanding market for weight and diabetes treatments Novo received import approval in September and has stated that pricing will be adjusted to suit the price-sensitive Indian market. The launch comes as Eli Lilly currently dominates the Indian market with its drug Mounjaro and ahead of the expiration of the Semaglutide patent in 2026 which will pave the way for generic alternatives. India has XXX million people with type-2"
X Link 2025-12-04T08:28Z 31K followers, 20.5K engagements

"$NVO shares rose about X% today after Berenberg stated that the stock deserves a higher valuation. They maintain their buy rating with a target price of DKK400 still about XX% upside from today's price. Berenberg noted that at current price levels Novo Nordisk's pipeline is being valued very conservatively. They also indicated its own willingness to pay a higher premium for the company citing Novo Nordisk's "strong track record of R&D returns"
X Link 2025-12-05T12:13Z 31K followers, 11.9K engagements

"The Healthcare sector remains unloved and unwanted. If I had $1.000.000 to spend on a healthcare portfolio it would look like this: $XXXXXXX $NVO - Novo Nordisk $XXXXXXX $LLY - Eli Lilly $XXXXXXX $UNH - UnitedHealth Group $XXXXXXX $TMDX - TransMedics $XXXXXXX $PME - Pro Medicus $XXXXXX $BMY - Bristol-Myers Squibb Co $XXXXXX $JNJ - Johnson & Johnson $XXXXXX $ABBV AbbVie Inc $XXXXXX $TEM - Tempus AI $XXXXXX $ROG Roche Agree What would you change or add"
X Link 2025-12-05T18:30Z 31K followers, 125.8K engagements

"🚨 $NVO has completed the acquisition of Akero 🚨 Novo Nordisk has acquired all outstanding shares of common stock and common stock equivalents of Akero for XX USD per share in cash Main reason for the acquisition: promising phase X FGF21 analogue to expand MASH portfolio Novo Nordisk has acquired all outstanding shares of common stock and common stock equivalents of Akero for XX USD per share in cash. If EFX get regulatory approval (treatment of compensated cirrhosis due to MASH) all shareholders are entitled to another $X per share"
X Link 2025-12-09T14:15Z 31K followers, 17.2K engagements

"@SoJustFollowMe That's deep. 😊 You think the current PE is justified though"
X Link 2025-12-09T20:47Z 31K followers, 1349 engagements

"Jimmy Investor is one of the best writers on SS that I know. He does great research and has a very unique and nice writing still. Unfortunately still quite unknown on X. Check out his great write-up on $ONON and be sure to give him a follow here Very crowded but interesting space with $NKE and $ADS. I guess all depends on when you open your position with these companies"
X Link 2025-12-10T11:59Z 31K followers, 14.5K engagements

"Oral Wegovy / Semaglutide is expected to get FDA arpproval BEFORE the end of the year. So how does Novo Nordisk's oral drug compare to Eli Lillys I just wrote an article in which I break down all the test results and how both oral pills compare to each other. Check it out and let me hear your thoughts 🔗 Link in my bio and in the comment section. Free to read"
X Link 2025-12-10T14:34Z 31K followers, 13.4K engagements

"Love this post Did you mention the Dunning-Kruger effect in your paper as well I think overall the mental aspect of investing is still very much overlooked. It all seems so easy until you really experience it and are affected by all the news fomo and bad days. Would love to get access to the whole paper These things always end up on a dirt-pile somewhere without getting the reach all the hard work deserves"
X Link 2025-12-10T14:39Z 31K followers, XXX engagements

"If this bill passes: RIP: $HIMS Bullish: $NVO $LLY"
X Link 2025-12-10T15:30Z 31K followers, 49.5K engagements

"@WealthyReadings I honestly have no idea how much of it contributes to $HIMS revenue. But if its not much what the hell is $NVO complaining about then 😜"
X Link 2025-12-10T18:37Z 31K followers, 1167 engagements

"Is the bottom finally in $NVO"
X Link 2025-12-10T20:55Z 31K followers, 19.1K engagements

"@ResearchPulse1 @TheRayMyers Thanks I see you're also quite the $NVO enthusiast. Gave you a follow"
X Link 2025-12-10T21:05Z 31K followers, XXX engagements

"$LLY - $NVO Eli Lilly announced positive topline results for it's Triple-G drug Retatrutide. In the TRIUMPH-4 trial (first Phase X trial) they tested 9mg and 12mg doses. - The 9mg showed XXXX% weight reduction at XX weeks - The 12mg showed XXXX% weight reduction at XX weeks Another noteworthy positive side-effect was a significant reduction of about XX% in knee pain. X more additional Phase X readouts are expected to be presented in 2026. Additional results from the TRIUMPH program which include a maintenance dose of X mg in addition to the X mg and XX mg doses tested in this trial are"
X Link 2025-12-11T12:56Z 31K followers, 2921 engagements