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@ValuationEdge_ The Valuation Analyst
The Valuation Analyst posts on X about $unh, $pypl, $root, $race the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XXXX%
Mentions: XX #
- X Week XXX +80%
Followers: XXX #
- X Week XXX +96%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% automotive brands XXXX% luxury brands XXXX% countries XXXX%
Social topic influence $unh #37, $pypl #762, $root #50, $race #1170, $dlo #21, $jd #27, $oscr #113, $tmdx #30, $adbe #58, longterm #820
Top accounts mentioned or mentioned by @deepicevalue @mmatters22596 @fiscalai @longoption @grok @nataninvesting @wearycenturion @thelonginvest @bourboncap @bourboninsider @mrmikeinvesting @brunogoncalve13 @spike1567 @mmmtwealth @valuesenseio @spike_1567 @r_goln @hatedmoats @andycyau @thexcapitalist
Top assets mentioned UnitedHealth Group (UNH) PayPal Holdings Inc (PYPL) The Root Network (ROOT) Ferrari N.V. (RACE) DLocal Limited Class A Common Shares (DLO) Oscar Health, Inc. (OSCR) TransMedics Group, Inc. Common Stock (TMDX) Adobe, Inc. (ADBE) Oklo Inc. (OKLO) Novo-Nordisk (NVO) 4 (FOUR) NuCypher (NU) Autozone Inc (AZO) Amazon.com, Inc. (AMZN) Msci Inc (MSCI) ZetaChain (ZETA) Fluence Energy, Inc. Class A Common Stock (FLNC) Centene Corp (CNC) Alibaba Group (BABA) Domino's Pizza Inc (DPZ) Texas Pacific Land, Corp. (TPL) Lemonade, Inc. (LMND) NextEra Energy Inc (NEE) Duke Energy Corp (DUK) TALEN ENERGY CORP (DE) (TLN) Constellation Energy Corp (CEG) Southern Co (SO) NuScale Power Corporation (SMR) Equinix Inc (EQIX) Chesapeake Energy, Corp. (CHK) GE Vernova Inc. (GEV) First Solar, Inc. (FSLR) Tesla, Inc. (TSLA) BITMINE IMMERSION TECH (BMNR) Metadium (META) Brookfield Asset Management Inc (BAM) Alphabet Inc Class A (GOOGL) Hilton Hotels Corporation Common Stock (HLT) Uber Technologies, Inc. (UBER) VICI Properties, Inc. (VICI) NVIDIA Corp. (NVDA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Great dive on $PYPL by @biggr_ai for anyone interested"
X Link @ValuationEdge_ 2025-10-16T12:52Z XXX followers, XXX engagements
"@thexcapitalist @grok why would $FLNC capture more market share and increase in value in the future"
X Link @ValuationEdge_ 2025-10-08T21:49Z XXX followers, XXX engagements
"Operating margin has grown from XX% (2016) XX% today. By 2030 Ferrari targets $10.4B in revenue. At XX% margins thats $3B+ in operating income or $4B EBITDA. At a 30x multiple that implies $120B fair value by 2030. Still a bit rich for me here but if $RACE drops further Id get interested. For now just one to keep on the radar. 🏁"
X Link @ValuationEdge_ 2025-10-13T12:49Z XXX followers, XXX engagements
"@Spike_1567 I like it why $FOUR over $DLO"
X Link @ValuationEdge_ 2025-10-14T21:21Z XXX followers, XXX engagements
"$UNH is also a phenomenal business Since 2018: Revenue CAGR: XX% FCF CAGR: XX% With $400B in revenue this company is a beast and healthcare isnt going away. Theyve lost margin this year due to increased healthcare utilization but that will be fixed in the next couple years"
X Link @ValuationEdge_ 2025-10-07T20:45Z XXX followers, 2203 engagements
"Markets are near all-time highs but my favorite opportunities arent in mega caps. Theyre in small caps compounding fast and flying under the radar 👇 $ROOT $OSCR $TMDX $HROW $DLO Small names. Big growth. Bigger disconnects"
X Link @ValuationEdge_ 2025-10-15T12:47Z XXX followers, XXX engagements
"@DeepIceValue Depends on MLR impact in Q3 earnings. If bad news comes it may be a catalyst for a sell off. If MLR steadies or is tame I could see a big boost. Honestly never know around earnings the story drives the price here. Long term still like $UNH"
X Link @ValuationEdge_ 2025-10-14T16:11Z XXX followers, XXX engagements
"$ROOT is one of the biggest disconnects in the market right now ⚡ 📈 Revenue CAGR since 2020: XX% 💰 P/E: XX P/S: XXX Mkt Cap: $1.3B 🚗 Using tech + data to disrupt the $300B+ auto insurance market The business is compoundingbut the stock still trades like its broken. That gap doesnt last forever. More on this soon 👀 #Investing #ROOT #GrowthStocks"
X Link @ValuationEdge_ 2025-10-08T13:58Z XXX followers, 2451 engagements
"@BourbonInsider $UNH is trading at its lowest P/S since 2016. If this doesnt show some disconnect I dont know what will"
X Link @ValuationEdge_ 2025-10-16T01:52Z XXX followers, XXX engagements
"@JuanRodrig07 @acce Love $PYPL at 14x earnings right now"
X Link @ValuationEdge_ 2025-10-15T23:45Z XXX followers, XXX engagements
"@DeepIceValue $UNH is still undervalued"
X Link @ValuationEdge_ 2025-10-14T10:44Z XXX followers, XXX engagements
"@MMMTwealth $ROOT $OSCR $DLO $NU $TMDX"
X Link @ValuationEdge_ 2025-10-14T14:18Z XXX followers, XXX engagements
"@TheLongInvest Agree have some LEAPS on $JD"
X Link @ValuationEdge_ 2025-10-15T15:16Z XXX followers, 1019 engagements
"@ValueSense_io At XX% growth $DLO could hit $2.1B rev in X yrs. With XX% margins & 30x P/E $9.6B market cap. Thats 2x upside from today if they keep compounding. 🚀"
X Link @ValuationEdge_ 2025-10-15T23:43Z XXX followers, XXX engagements
"Valuations tell the story: 🩺 Healthcare P/E: 17x 📊 S&P XXX P/E: 23x For decades healthcare traded at modest value compared to the market now it trades at a discount. Some companies have been crushed this year: $UNH and $CNC have both down more than 50%+ from highs despite consistent long-term earnings power"
X Link @ValuationEdge_ 2025-10-14T12:19Z XXX followers, XXX engagements
"@DeepIceValue Not sure what are your thoughts on $JD"
X Link @ValuationEdge_ 2025-10-14T14:14Z XXX followers, XXX engagements
"@weary_centurion Bullish $PYPL"
X Link @ValuationEdge_ 2025-10-13T13:25Z XXX followers, XXX engagements
"@Spike_1567 Honestly justified for people who bought at ATH in 2021/2022. I would hate it too if I lost money on it. That being said the price right now is too good to ignore. People keep hating on it but they are one of the leaders in Fintech for a reason $PYPL"
X Link @ValuationEdge_ 2025-10-12T16:57Z XXX followers, XXX engagements
"@MrMikeInvesting Love $PYPL but this is a little off Mike. XXX% revenue growth the past X years is just wrong. Im long anyway but please check this next time"
X Link @ValuationEdge_ 2025-10-06T00:40Z XXX followers, 6648 engagements
"@nataninvesting $UNH at $250: The company is a scam and its going under dont touch this $UNH at $360: Buffet bought it this is one of the best opportunities in the market $UNH revenue was still over $400B at both of these points"
X Link @ValuationEdge_ 2025-10-07T12:27Z XXX followers, 1329 engagements
"@thexcapitalist Only way I see to do this reasonably for any investor is through puts. You limit downside while also going short. Short selling on margin could wipe you out entirely. Never worth the risk"
X Link @ValuationEdge_ 2025-10-15T13:20Z XXX followers, XXX engagements
"@TheLongInvest Yes yes yes love this @TheLongInvest Especially $BABA $UNH $OSCR"
X Link @ValuationEdge_ 2025-10-14T16:23Z XXX followers, XXX engagements
"@fiscal_ai $DPZ has been one of the best companies this decade"
X Link @ValuationEdge_ 2025-10-14T17:46Z XXX followers, XX engagements
"Shares have been bought back aggressively - you dont just need high growth to get superior returns $AZO"
X Link @ValuationEdge_ 2025-10-16T12:42Z XXX followers, XX engagements
"@DeepIceValue Just did a short dive on $RACE today if youre interested FYI Ferrari has been an over 5-bagger since 2016"
X Link @ValuationEdge_ 2025-10-13T19:56Z XXX followers, XXX engagements
"Texas Pacific Land $TPL XXXX% margin Royalty model. No heavy assets. Turns land ownership into pure profit flow elite efficiency since 2020"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"Ferrari is a luxury brand first car company second. They keep supply intentionally below demand to preserve exclusivity and pricing power. Their customers arent price-sensitive that stability gives Ferrari consistent margins even through weak markets"
X Link @ValuationEdge_ 2025-10-13T12:49Z XXX followers, XXX engagements
"@BourbonCap $ROOT"
X Link @ValuationEdge_ 2025-10-14T17:45Z XXX followers, 1880 engagements
"@QCompounding Ferrari $RACE is an interesting story. Just posted a breakdown if anyones interested"
X Link @ValuationEdge_ 2025-10-13T13:43Z XXX followers, XXX engagements
"$RACE just sold off XX% this week from $XXX $XXX. Even after the drop its been a monster long-term performer: 📈 XX% CAGR since 2016 To put that in perspective: ➡ $10000 invested in 2016 = $55000 today Ferraris been compounding like a supercar on the Autobahn. 🏎"
X Link @ValuationEdge_ 2025-10-13T12:49Z XXX followers, 1131 engagements
"@grok @r_goln @fiscal_ai Id love a deeper dive on the companys growth strategy or financial strategy. Why would the share price continue to increase in the future Based on what assumptions"
X Link @ValuationEdge_ 2025-10-14T16:09Z XXX followers, XX engagements
"@danielisdizzy Am I crazy for thinking $ROOT is a much better buy right now than $LMND"
X Link @ValuationEdge_ 2025-10-09T20:38Z XXX followers, 1397 engagements
"Do you hold $UNH If so why If no why not"
X Link @ValuationEdge_ 2025-10-14T20:55Z XXX followers, XXX engagements
"What energy companies do you think will capitalize the most on the AI energy demand $CEG $NEE $DUK $SO $TLN $CHK $SMR $OKLO $FSLR $GEV $TSLA $EQIX $AMZN"
X Link @ValuationEdge_ 2025-10-12T13:40Z XXX followers, XXX engagements
"@MrMikeInvesting Agree with $JD $UNH $OSCR 📈 Dont know enough about $BMNR but great post"
X Link @ValuationEdge_ 2025-10-05T18:56Z XXX followers, 2421 engagements
"@Abby10Smalls @fiscal_ai Good point hard to say for me without knowing more info. Valuation looks cheap compared to historical and they have really healthy FCF but we always have to factor in growth/market disruption"
X Link @ValuationEdge_ 2025-10-15T15:14Z XXX followers, XXX engagements
"@Jake__Wujastyk Whats the catalyst for $META Someone please educate me"
X Link @ValuationEdge_ 2025-10-08T20:07Z XXX followers, 58.2K engagements
"Brookfield Asset Management $BAM XXXX% margin Capital-light fee-heavy model. Proof that platforms with recurring income compound faster"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"@longoption I want more $ROOT"
X Link @ValuationEdge_ 2025-10-13T16:12Z XXX followers, XXX engagements
"@DeepIceValue Agreed. I own $PDD and $JD right now. All of these china companies are hard to ignore right now"
X Link @ValuationEdge_ 2025-10-14T14:20Z XXX followers, XXX engagements
"@BrunoGoncalve13 @fiscal_ai Yes good point. Trying to think of how $ADBE responds differently than Google. Definitely worth looking into You own $ADBE"
X Link @ValuationEdge_ 2025-10-14T21:21Z XXX followers, XX engagements
"@BourbonCap $JD feels like too good downside feels very little here Love this list and your content @BourbonCap"
X Link @ValuationEdge_ 2025-10-12T16:55Z XXX followers, 1340 engagements
"$AZO is one of the markets most underappreciated compounders. Since 2017: 📈 Revenue CAGR X% 💥 Share price CAGR XX% Thats a 6.6x return in X years. Not from hype from steady growth and relentless buybacks"
X Link @ValuationEdge_ 2025-10-16T12:41Z XXX followers, XX engagements
"$UNH looks dead on the chart but the business is alive and printing cash. Revenue has compounded 10%+ a year margins still elite even after a hit this year. Wall Streets sleeping on one of the best value plays in the market"
X Link @ValuationEdge_ 2025-10-14T20:43Z XXX followers, XXX engagements
"@TrendSpider @grok tell me why $OKLO could be fairly valued or undervalued. What am I missing because this share price increase makes no sense to me. Give me a bull/bear case with data"
X Link @ValuationEdge_ 2025-10-14T16:13Z XXX followers, 8655 engagements
"@meeijer $NVO is interesting here might have to do a short dive soon"
X Link @ValuationEdge_ 2025-10-14T17:18Z XXX followers, XXX engagements
"MSCI $MSCI XXXX% margin High recurring revenue low cost to scale. Margins reflect strong data moat and pricing power"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"🚨 Reminder: $TMDX has compounded revenue at XXX% annually since 2021. And margins Improving every single year. Not hype execution"
X Link @ValuationEdge_ 2025-10-13T13:54Z XXX followers, XXX engagements
"@pepemoonboy Insane to me maybe they will be good long term but the road feels so long. Please do your due diligence and find out what $OKLO does before buying Also crazy how many government policymakers have been in on this"
X Link @ValuationEdge_ 2025-10-13T15:08Z XXX followers, 3522 engagements
"@fiscal_ai $RACE sells status Dropping a short dive on Ferrari tomorrow 👀"
X Link @ValuationEdge_ 2025-10-12T16:53Z XXX followers, XXX engagements
"The numbers are wild: 📈 U.S. healthcare spending is projected to hit $X trillion by 2031 💰 Thats nearly XX% of GDP But heres the kicker Despite record spending healthcare stocks have gone nowhere. While the S&P XXX is up XX% over the past X years the healthcare sector has barely moved"
X Link @ValuationEdge_ 2025-10-14T12:19Z XXX followers, XX engagements
"@nataninvesting Agree with you feels like people hate on $PYPL because of its crazy run up in 2021/2022 when load of people lost money on this. They are healthy producing loads of FCF and the buybacks make this a great deal"
X Link @ValuationEdge_ 2025-10-14T21:37Z XXX followers, XXX engagements
"@TheRayMyers Doing more research on $ZETA"
X Link @ValuationEdge_ 2025-10-13T18:55Z XXX followers, XXX engagements
"Hilton $HLT XXXX% margin An asset-light travel empire. Margins this strong in hospitality show brand strength and efficiency"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XXX engagements
"@investseekers @HatedMoats Fair you have to consider how AI plays into this it could take away from $ADBE's business. The company looks prime right now but never know how this will look in 5-10 years"
X Link @ValuationEdge_ 2025-10-12T14:19Z XXX followers, XX engagements
"@StockSavvyShay @fiscal_ai Revenues compounding over XX% Margins improving Looks like a winner $ASML"
X Link @ValuationEdge_ 2025-10-14T18:01Z XXX followers, XXX engagements
"$RACE has rarely been cheap and for good reason. Since 2021: Avg P/S: 9.5x Avg P/E: 50x Its a premium brand priced like one. Ferraris customers can afford every price hike exclusivity is their moat. They dont chase volume; they curate demand. 🔴🏁"
X Link @ValuationEdge_ 2025-10-13T12:49Z XXX followers, XXX engagements
"Since 2016: Revenue CAGR: XX% Operating income CAGR: XX% That widening gap = operating leverage. Ferraris generating more profit per dollar of sales showing pricing power and efficiency few automakers can match. ⚙💰"
X Link @ValuationEdge_ 2025-10-13T12:49Z XXX followers, XXX engagements
"@qualtrim FCF has continued to rise but the company is down XX% since 2020: Who is buying $ADBE here .interesting play but I'm not an investor in it"
X Link @ValuationEdge_ 2025-10-12T14:22Z XXX followers, XXX engagements
"@BourbonCap @theTIKR All of these look interesting especially $ADBE $NVO $MSCI"
X Link @ValuationEdge_ 2025-10-14T14:15Z XXX followers, XXX engagements
"@ValueSense_io Own some $UBER and $NU $FOUR and $DLO are interesting Whats your favorite from this list and why"
X Link @ValuationEdge_ 2025-10-10T02:12Z XXX followers, XXX engagements
"@JuanRodrig07 Reminder that someone also had a PT on $UNH at $XXX These analysts clearly dont have much accountability being wrong with price targets. Worst case they move them and blame the market DYOR"
X Link @ValuationEdge_ 2025-10-15T16:09Z XXX followers, XXX engagements
"@fiscal_ai Growth and AI disruption are the main risks. What am I missing"
X Link @ValuationEdge_ 2025-10-14T14:11Z XXX followers, 3721 engagements
"$PYPL was overvalued at $XXX in 2021. Now its undervalued at $XX. Since then: 📈 EPS up 💵 $5/share 🔹 Trades at just 14x earnings Slap a modest 18x multiple and youre looking at a $90B valuation nearly XX% upside. The disconnect between earnings & price has never been wider"
X Link @ValuationEdge_ 2025-10-15T23:30Z XXX followers, XXX engagements
"@FunOfInvesting Join the party $PYPL"
X Link @ValuationEdge_ 2025-10-14T03:00Z XXX followers, XXX engagements
"Quick stats: 📈 $ROOT XX% revenue CAGR since 2020 turning profitable 💻 $OSCR P/S X positive cash flow momentum 🫀 $TMDX XXX% revenue CAGR since 2021 expanding margins 👁 $HROW 40%+ revenue growth margin expansion 🌎 $DLO 30%+ growth strong margins global fintech exposure Execution Hype"
X Link @ValuationEdge_ 2025-10-15T12:47Z XXX followers, XXX engagements
"Visa $V XX% margin A global tollbooth for payments. Each swipe adds up and margins show the scale advantage of the network"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"A high operating margin = a business that can: Scale efficiently Withstand pressure Reinvest heavily Compound faster Lets look at XX names proving that operational strength drives long-term performance"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"@DividendNGrowth I like all three $ROOT $ZETA $DLO"
X Link @ValuationEdge_ 2025-10-13T20:13Z XXX followers, XXX engagements
"VICI Properties $VICI XXXX% margin A REIT that prints cash. Minimal costs predictable rent and consistent compounding since 2020"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"@DeepIceValue $UNH is waking up"
X Link @ValuationEdge_ 2025-10-16T12:09Z XXX followers, XX engagements
"@adudetrading @meeijer @grok what are the horrible mistakes NVO management has made recently What is the company outlook and explains the decreased guidance"
X Link @ValuationEdge_ 2025-10-14T17:17Z XXX followers, XXX engagements
"@DeepIceValue Please more breakdowns on $UNH and $NVO"
X Link @ValuationEdge_ 2025-10-12T14:08Z XXX followers, XXX engagements
"@nataninvesting $PYPL is a cannibal. Crazy to me that some think this wont create any value"
X Link @ValuationEdge_ 2025-10-13T20:54Z XXX followers, 3651 engagements
"NVIDIA $NVDA XXXX% margin Innovation meets leverage. Margins expanded with demand and the stock followed"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"@longoption Just bought some $ROOT last week. Might look to add more if the price drops further"
X Link @ValuationEdge_ 2025-10-13T00:59Z XXX followers, XXX engagements
"@BourbonCap Love this $AMZN $PATH and $ISRG look interesting"
X Link @ValuationEdge_ 2025-10-13T13:21Z XXX followers, 2790 engagements
"@Spike_1567 Perfect Id argue $UNH is recession proof. I like this play"
X Link @ValuationEdge_ 2025-10-14T20:58Z XXX followers, XXX engagements
"@BrunoGoncalve13 @fiscal_ai I actually like $ADBE i think this is probably an overreaction and wanted to see what the bear case is and if its legit or not. I would like to learn more about it and the growth/challenges theyre facing. Company has been so strong fundamentally so its hard to ignore here"
X Link @ValuationEdge_ 2025-10-14T19:01Z XXX followers, XXX engagements
"@BourbonInsider $JD one of my favorites right now"
X Link @ValuationEdge_ 2025-10-12T16:55Z XXX followers, XXX engagements
"@TheLongInvest $UNH over $XXX feels certain"
X Link @ValuationEdge_ 2025-10-13T15:06Z XXX followers, 1939 engagements
"Amazing business with phenomenal fundamentals clearly a company with pricing power and a strong brand. Valuation is still at 12x sales and XX times earnings. I think it was due for a pull back being at 50x earnings the past few months Great company $RACE and would love to get in if it dropped lower just cant justify it right now even"
X Link @ValuationEdge_ 2025-10-10T02:05Z XXX followers, XXX engagements
"@Kross_Roads @FlexInvest7 Nobody uses $PYPL 🤣 . only 438M users"
X Link @ValuationEdge_ 2025-10-15T23:47Z XXX followers, XXX engagements
"@DeepIceValue If $UNH tanks after earnings Im buying more"
X Link @ValuationEdge_ 2025-10-14T01:49Z XXX followers, XXX engagements
"Also EPS has steadily risen over the past few quarters. This coupled with buybacks creates a huge margin of safety. I own $PYPL at an average cost of $XX currently do you own any $PYPL"
X Link @ValuationEdge_ 2025-10-15T23:33Z XXX followers, XXX engagements
"@DeepIceValue $UNH is a clear buy"
X Link @ValuationEdge_ 2025-10-15T12:30Z XXX followers, XXX engagements
"AppLovin $APP XX% margin Quietly one of techs most profitable players. High-margin software and ads = massive operational leverage"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XXX engagements