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@ValuationEdge_ Avatar @ValuationEdge_ The Valuation Analyst

The Valuation Analyst posts on X about $jd, $zeta, $root, $lulu the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

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

Social topic influence $jd #2, $zeta #28, $root #9, $lulu #190, cagr #25, $nvo #53, $unh #46, ttm #6, $pypl #954, cash flow XXXX%

Top accounts mentioned or mentioned by @thelonginvest @grok @stockchaser @mmatters22596 @wealthmatica @caesarcapitalz @ronaldo7trades @spike_1567 @tacticzh @thevaluetrade @stocksavvyshay @thexcapitalist @mind1nvestor @fiscalai @jminvestment0 @spike1567 @theronnievshow @theraymyers @selling4premium @countryclubmaga

Top assets mentioned ZetaChain (ZETA) The Root Network (ROOT) Lululemon Athletica Inc (LULU) Novo-Nordisk (NVO) UnitedHealth Group (UNH) PayPal Holdings Inc (PYPL) DLocal Limited Class A Common Shares (DLO) Adobe, Inc. (ADBE) Oscar Health, Inc. (OSCR) Grab Holdings Limited Class A Ordinary Shares (GRAB) On Holding AG (ONON) Molina Healthcare, Inc. (MOH) Amazon.com, Inc. (AMZN) Ciena Corporation (CIEN) Deckers Outdoor, Corp. (DECK) WEN Token (WEN) Lemonade, Inc. (LMND) Intel Corporation (INTC) Crocs, Inc. (CROX) TransMedics Group, Inc. Common Stock (TMDX) Ondas Holdings Inc. Common Stock (ONDS) Duolingo, Inc. Class A Common Stock (DUOL) Trade Desk, Inc. (TTD) Uber Technologies, Inc. (UBER) Nike Inc (NKE) Eli Lilly and Company (LLY) Victoria's Secret & Co. (VSCO)

Top Social Posts

Top posts by engagements in the last XX hours

"@mind1nvestor $JD fundamentals are disconnected from the price We must be patient with $JD Risk/reward is phenomenal here"
X Link 2025-12-06T17:30Z 1173 followers, 2457 engagements

"@eWhispers @Oracle @lululemon @Adobe @Synopsys @Chewy @Ciena @CrackerBarrel @tollbrothers @aerovironment @thecampbellsco Appreciate you"
X Link 2025-12-08T04:40Z 1173 followers, XXX engagements

"$GRAB One of the best risk/rewards in the market nobody is talking about Q3 Highlights: Revenue +22% YoY $873M GMV +24% YoY $5.8B Segment growth still strong: Deliveries +23% Mobility +17% Fintech +39% Autonomous mobility coming 2026 Asset-light model = real operating leverage Operating profit went from -XX% (2023) +0.5% today $5.3B net cash on the balance sheet Massive TAM across SEA Yet the company trades at a $21B market cap $GRAB is quietly flipping from growth story to profitable platform. Youre getting multi-segment growth + cash + operating leverage at a discount. Risk/reward is"
X Link 2025-12-09T12:48Z 1173 followers, XXX engagements

"$DLO growing in Africa👇 $DLO still trades at 24x earnings TPV grew XX% last quarter Risk/reward is phenomenal Long $DLO"
X Link 2025-12-09T15:05Z 1173 followers, XXX engagements

"@WOLF_Financial $ADBE XX second fundamental breakdown 👇"
X Link 2025-12-10T14:58Z 1173 followers, XXX engagements

"@StockSavvyShay $ADBE fundamentals look great Will AI disruption plague the company Risk/reward looks good to me"
X Link 2025-12-10T17:10Z 1173 followers, XXX engagements

"3 real value plays right now: $JD XXX P/E X% rev CAGR $UNH XX P/E XX% rev CAGR $PYPL XX P/E XXX% rev CAGR Cheap. Growing. Ignored. This is where value lives. 📉🔥"
X Link 2025-11-28T16:20Z 1071 followers, XXX engagements

"@TheValueTrade $PDD at $XXX $JD $30"
X Link 2025-11-28T16:37Z 1072 followers, 1067 engagements

"$PYPL is quietly engineering a monster EPS boost. Theyve already retired XX% of the company since 2021 At todays prices their authorized repurchases can retire another XX% Fewer shares + steady cash flow = EPS goes up EPS goes up = stock goes up The math isnt complicated. The market is just ignoring it. LONG $PYPL. 📈🔥"
X Link 2025-11-28T18:51Z 1128 followers, 2482 engagements

"@nataninvesting $PDD is a monster. Here's a visual of $PDD Free cash flow👇"
X Link 2025-11-28T18:54Z 1139 followers, 1179 engagements

"My top picks in this market: Heres what Im holding and WHY 👇 $UNH UnitedHealth Group XX P/E XX% revenue growth A mega-cap compounding machine trading like a value stock. $ROOT Root Inc. XX earnings XX% TTM revenue growth Tech + insurance + real traction. $PYPL PayPal XX earnings X% 3-yr revenue CAGR A cash-flow monster priced like its dying. $ZETA Zeta Global Forward P/E XX XX% 3-yr revenue growth Profitable growth with runway still mispriced. $OSCR Oscar Health XXX EV/Sales XX% 3-yr revenue growth One of the cheapest scalable insurers in the market. $LULU Lululemon Athletica XX earnings 15%"
X Link 2025-12-02T13:13Z 1072 followers, 1232 engagements

"Which one would you buy 🤔 Same industry. Totally different valuations. $LULU X EV/EBITDA $DECK XXXX EV/EBITDA $ONON XXXX EV/EBITDA One is priced like a value play. One is priced like a quality compounder. One is priced like perfection. If you had to pick one for the next X years which is it and why 👇"
X Link 2025-12-02T16:22Z 1119 followers, XXX engagements

"@commonsenseplay What are your thoughts with $WEN Value looks there but not sure about the business I don't know enough about them. Off first glance the debt makes me cautious. What's your bull case"
X Link 2025-12-08T01:56Z 1128 followers, XXX engagements

"@TheRayMyers Thank you Ray $ZETA is still early stages"
X Link 2025-12-08T15:16Z 1088 followers, XXX engagements

"Great visual on $GRAB 👇 Another high growth name experiencing operating leverage. High potential here"
X Link 2025-12-08T19:36Z 1131 followers, XXX engagements

"Ive never used qualtrim but it looks like a great tool. Free cash flow is the operating cash flow they have left after any capital expenditures (whats available for buybacks dividends acquisitions/investments) Is highly suggest taking up some basic accounting reading I think itd help you a ton. Ive read this Warren Buffett and the interpretation of financial statements and its a good starter if youre interested"
X Link 2025-12-09T12:37Z 1173 followers, XX engagements

"@MMatters22596 What are your thoughts of $BIDU fundamentals I dont know much about the company but off first glance do not like the historical growth want to learn more about this one tho"
X Link 2025-12-10T17:19Z 1173 followers, XXX engagements

"2/ What LULU Actually Does Not just yoga pants. Lululemon is a global performance brand across: Training Running Yoga Lifestyle Mens Footwear Accessories DTC powerhouse + growing international footprint"
X Link 2025-12-11T13:26Z 1173 followers, XXX engagements

"@MMatters22596 Agreed the risk/reward a these are phenomenal. I own $UNH and $ROOT. Would love to get in $LMND too at the right price Do you own all of these"
X Link 2025-11-27T17:04Z 1163 followers, XXX engagements

"$JD YTD 👇 Down XX% YTD high: $XX YTD low: $XX $JD trades at 10x earnings Fear is priced in"
X Link 2025-12-03T17:13Z 1139 followers, 1240 engagements

"@SixSigmaCapital $UNH is one of my favorite defensive plays $JD and $PDD have strong balance sheets and are undervalued. I like them as a defensive pick"
X Link 2025-12-04T21:16Z 1148 followers, XXX engagements

"🚨 $MOH: The Market Just Made a $10B Mistake 🚨 Swipe 👉 because this chart is insane. April X 2025 EV: $13.5B Todays EV: $3.14B A XX% collapse in one quarter doesnt reflect fundamentals it reflects fear forced selling and zero nuance. Everyone is pricing $MOH like its going out of business. Its not. Scroll for the part nobody is talking about. 👇"
X Link 2025-12-05T12:44Z 1150 followers, XXX engagements

"VALUATION MATTERS If you bought $INTC in 2021 you'd still be down XX% $INTC is up XXX% YTD Buy when fear is priced in not when everyone is overly optimistic"
X Link 2025-12-05T16:12Z 1151 followers, XXX engagements

"@fiscal_ai $ADBE trading at its lowest PE since 2020 Market was likely overvaluing it then. Now $ADBE looks undervalued"
X Link 2025-12-06T17:32Z 1164 followers, 1778 engagements

"@patientinvestt Anyone here own $CROX"
X Link 2025-12-08T01:52Z 1146 followers, XXX engagements

"My favorite risk/reward setups in the market right now real numbers real upside 👇 $OSCR EV/Sales XXX $11.29B revenue Guiding profitability next year Mkt cap $4.4B ➡ $40+ in a few years feels reasonable $ZETA EV/Sales XXX XX% gross margins XX% 3yr revenue CAGR Mkt cap $4.5B / Sales $1.22B ➡ $35+ within XX months feels reasonable $ROOT XX PE XX% 3yr revenue CAGR XX% gross margins $1.25B mkt cap / $1.45B sales ➡ One of the cleanest asymmetries $200+ in X yrs could happen $DLO XX PE XX% 3yr revenue CAGR XX% op margins EV/EBITDA 16x ➡ High-quality compounding $30+ in XX yrs if they execute $GRAB"
X Link 2025-12-08T13:24Z 1151 followers, XXX engagements

"@TheLongInvest @grok what are the most at risk names for a pullback right now due to valuations being driven up by the bull market"
X Link 2025-12-08T18:47Z 1151 followers, 2208 engagements

"@MMMTwealth Love this list Oliver I own $ROOT $DLO and $TMDX. $HROW high on the watchlist Whats the case for $SPIR or $ONDS (if you have any favorite posts could you link them)"
X Link 2025-12-08T23:46Z 1157 followers, XXX engagements

"@wealthmatica Thanks for sharing Great insight how much of your portfolio do you have in $ZETA Im considering adding right now"
X Link 2025-12-09T12:46Z 1165 followers, XXX engagements

"True this isnt to say $JD was correctly valued back then but tells a story in a simple way. The business has grown and the market does not like it. Market sentiment is there for a good reason mainly margins and food delivery business concerns along with competition. Being in China doesnt help either. This was more of a simple way to say $JD looks undervalued here not showing the complete picture. People typically dont read full the full analysis and want a hard hitting image"
X Link 2025-12-01T19:33Z 1167 followers, XXX engagements

"@TheLongInvest $ZETA fundamentals are phenomenal SG&A today is similar to 2022. While revenue is over double. One of the many reasons I like $ZETA Could easily see this above $XX next year LONG $ZETA"
X Link 2025-12-05T23:09Z 1165 followers, 1280 engagements

"@StockChaser_ I agree with $NVO and $JD $DUOL Im still not sold on I dont really know enough about it yet. Why do you think $DOUL is misunderstood"
X Link 2025-12-06T22:52Z 1167 followers, XXX engagements

"Great $ZETA visual by @TheRayMyers for anyone looking to learn more about this name 👇"
X Link 2025-12-08T15:15Z 1168 followers, XXX engagements

"@mind1nvestor $JD"
X Link 2025-12-09T02:09Z 1165 followers, XXX engagements

"@StockChaser_ $ZETA is super undervalued at $XX a share right now Margins are starting to flip positive Long $ZETA"
X Link 2025-12-04T11:56Z 1167 followers, 1508 engagements

"$ROOT is one of the most misunderstood growth stories in the market. $1.2B market cap. $1.45B in revenue. 23x P/E. XX% LTM rev growth. XX% 3-yr rev growth. And some of the best gross loss ratios in the entire auto-insurance industry. Legacy insurers get valued for size. $ROOT gets punished for being early. Thats the opportunity. Anything under $XXX is a gift in my eyes the kind of setup that looks obvious in hindsight. If they keep executing this is a 510x over the next X years type of name. Stock is down XX% on the year with highs of $XXX. Now trades $XX LONG $ROOT"
X Link 2025-12-04T14:16Z 1168 followers, 1471 engagements

"@TacticzH $NVO should be at least a XX PE minimum. With how they've managed to grow this still remains a bargain at 12x earnings"
X Link 2025-12-09T21:11Z 1168 followers, XXX engagements

"@thexcapitalist $TTD Revenue and operating income👇 Revenue growth: XX% CAGR Op Income growth: XX% CAGR $TTD fundamental growth looks outstanding. I dont own it and dont know a ton about it. Is $TTD cheap at at 45x earnings"
X Link 2025-12-01T19:49Z 1168 followers, 2921 engagements

"$DLO is one of the most undervalued growth names in the market heres why: P/E: XX for a company growing like a true fintech rocket TTM rev growth: 30%+ 3-yr CAGR: XX% TPV up XX% YoY last quarter demand is exploding Margins dipped but who cares Thats normal when youre scaling into a massive TAM with land-and-expand economics Market is mispricing a high-moat Latin America payments infra play like its a slow grower At this valuation the risk/reward is insane. One of the best values in the market right now. LONG $DLO"
X Link 2025-12-04T13:21Z 1172 followers, 2291 engagements

"$ADBE 30-Second Fundamentals Breakdown Before Earnings - Bought back X% of the company since 2022 - Revenue $23B+ compounding XX% annually since 2020 - Nearly $10B FCF TTM and accelerating buybacks - XX% gross margins XX% operating margin elite-tier profitability - Trading at 21x earnings one of the lowest valuations in its history - A business thats consistent durable and compounding AI fears are loud but expectations have rarely been this low. Risk/reward looks asymmetric. Are you buying $ADBE down here 👀📉📈"
X Link 2025-12-10T12:34Z 1173 followers, 2134 engagements

"@TheLongInvest $NVO trading under XX% of historical P/E Risk/reward is prime"
X Link 2025-12-10T14:57Z 1173 followers, 1781 engagements

"@TacticzH @grok what are the implications for $NVO oral wegovy How big of a financial impact could this have"
X Link 2025-12-10T16:20Z 1173 followers, XXX engagements

"@StockSavvyShay @grok how does Waymos ride volume compare to $UBER Where do you see the future projections for each"
X Link 2025-12-10T17:14Z 1172 followers, XXX engagements

"6/ Why The Stock Collapsed (-50%) Heres what really drove $LULU crash: Slowing U.S. demand post-pandemic Margin pressure from mix + costs Weaker guidance sentiment hit Competition headlines ( $ONON $NKE Alo Vuori athleisure saturation) Growth multiple fully reset after years of outperformance Fear took over the narrative"
X Link 2025-12-11T13:26Z 1173 followers, XXX engagements

"9/ My Take (Undervalued) $LULU isnt the hyper-growth rocket it once was. But the brand margins market and balance sheet remain elite. And at 1213x earnings (44x historically) a lot of fear is already priced in. If comps stabilize and margins normalize this setup looks undervalued over the next 1236 months. Long-term investors should be watching closely. I think $LULU could easily be $350-$400 in the next 2-3 years"
X Link 2025-12-11T13:26Z 1173 followers, XXX engagements

"5 of my favorite risk/reward setups in the market right now 👇 $UNH $ZETA $OSCR $ROOT $PYPL What am I missing"
X Link 2025-12-11T13:55Z 1173 followers, XXX engagements

"@Selling4Premium I dont like short term trades necessarily around earnings. Im long $LULU tho. I think its cheap and fear is priced in. Could see it go lower tho can never exactly predict short term price movements but the fundamentals here look good for $LULU"
X Link 2025-12-11T19:48Z 1173 followers, XXX engagements

"@investseekers $NVO trades at a third of the EV/EBITDA multiple of $LLY $NVO is undervalued what am I missing here"
X Link 2025-12-08T13:55Z 1168 followers, XXX engagements

"@TheLongInvest $ZETA fundamentals are phenomenal Revenue CAGR: XX% Operating Profits: turning positive Once this re-rates $ZETA will not stay below $20"
X Link 2025-12-08T15:07Z 1171 followers, 1303 engagements

"$AMZN trading near its lowest valuation all time EV/EBITDA: 17x EBITDA P/E: 31x earnings Revenue growth CAGR: XX% $AMZN is the epitome of excellent execution at scale. They are a monster Im bullish $AMZN would love to buy more on a pullback but think even today its a good deal Whats am I missing about $AMZN"
X Link 2025-12-08T18:55Z 1168 followers, 3921 engagements

"The risk/reward is great for $UNH at $XXX The risk/reward is great for $OSCR at $XX The risk/reward is great for $JD at $XX The risk/reward is great for $ZETA at $XX The risk/reward is great for $NVO at $XX The risk/reward is great for $MOH at $XXX The risk/reward is great for $PYPL at $XX The risk/reward is great for $PDD at $XXX The risk/reward is great for $ROOT at $XX The risk/reward is great for $DLO at $XX The risk/reward is great for $LULU at $184"
X Link 2025-11-30T14:13Z 1171 followers, 1502 engagements

"@TheLongInvest $JD is a clear disconnect Revenue over doubled since 2019 $JD Stock trades lower today than 2019 Long $JD"
X Link 2025-12-01T15:45Z 1171 followers, 1563 engagements

"@TheLongInvest $JD down XX% on the year P/E =10x earnings Revenue growth: X% CAGR (3 yr) Cash: $29B Market cap: $48B $JD will not be $XX for much longer"
X Link 2025-12-02T22:14Z 1171 followers, 4593 engagements

"@thexcapitalist $AMZN revenue growth x multiple growth = 🚀 $AMZN has almost double operating margin from 2020-2020 (5.9%-11%) $AMZN is the epitome of quality heres the visual👇"
X Link 2025-12-09T14:55Z 1173 followers, XXX engagements

"@TheLongInvest 🤣 @grok how did $VSCO "body positivity" movement have on their brand and are they moving away from that in their advertising"
X Link 2025-12-09T21:15Z 1172 followers, XXX engagements

"@TheLongInvest $JD revenue over 3x $JD valuation lower than 2017 Where is the disconnect with $JD"
X Link 2025-12-10T15:10Z 1173 followers, 87K engagements

"@CountryClubMAGA @TheLongInvest I agree I wish that management was more vocal and had better investor relations. Time will tell. Valuation will correct at some point as long as the business performs $JD"
X Link 2025-12-10T16:18Z 1171 followers, XXX engagements

"I agree 100%. Just because they produce more revenue doesnt mean they should be worth more. Margins matter. Free cash flow matters. More revenue gives them more upside on the bottom line. $JD bottom line is very small compared to revenue which is why the valuation is as it is. At a 10x PE $JD looks like a great deal. What do you think of $JD valuation"
X Link 2025-12-10T20:56Z 1172 followers, XXX engagements

"@MichaelZero10 @TheLongInvest I understand China is a wildcard. Im willing to take the risk due to the valuation on $JD but can see why people wouldnt like it"
X Link 2025-12-11T02:48Z 1173 followers, XXX engagements

"3/ The Market Tailwind Athleisure isnt slowing. The global activewear market is worth hundreds of billions and is still expected to grow high-single digits annually. This isnt a fad its a structural shift in how the world dresses"
X Link 2025-12-11T13:26Z 1173 followers, XXX engagements

"5/ Fundamentals Snapshot $LULU core numbers still look strong: Gross margin historically 55%+ Operating margin historically 20%+ Market cap $21B P/E compressed to 1213x Long-term revenue compounding remains intact TTM Revenue: $XX Billion High-quality economics hidden under a beaten-up stock"
X Link 2025-12-11T13:26Z 1173 followers, XXX engagements

"10/ If you found this breakdown helpful 🔥 Like + repost to support the thread 📈 Follow me for more deep dives contrarian takes and high-conviction stock breakdowns 💬 Drop a comment which stock should I break down next"
X Link 2025-12-11T13:27Z 1173 followers, XXX engagements

"@thexcapitalist $ROOT $NVO $JD $DLO $ZETA"
X Link 2025-12-11T20:00Z 1173 followers, XXX engagements