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@patientinvestt Avatar @patientinvestt Patient Investor

Several stocks are being discussed as having attractive valuations, including Novo Nordisk ($NVO), Adobe ($ADBE), PayPal ($PYPL), and Amazon ($AMZN). These companies have strong fundamentals, such as high ROIC, recurring revenues, and pricing power, but are trading at relatively low valuations. Additionally, some investors are highlighting the potential for certain stocks, such as Constellation Energy ($CEG) and Mercado Libre ($MELI), to benefit from emerging trends like AI and e-commerce growth.

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Social Influence

Social category influence finance #1337 stocks #1279 technology brands #8025 fashion brands XXXX% cryptocurrencies XXXX% luxury brands XXXX% countries XXXX% automotive brands XXXX%

Social topic influence stocks #3700, adobe #720, $adbe #149, debt #36, $amzn #111, $nvo #90, ceo 4.44%, herms 4.44%, $rms 4.44%, $pypl #1151

Top accounts mentioned or mentioned by @nancypelosi_1 @simoyw91 @ocean2608 @meadowspoppa @grok @krisseniemi @wealthyreadings @jakeb1916238 @icc_andy @clayrjohnston @thelongape @7shiqin @bluecatcompound @equitybrian @stocksavvyshay @marketplunger1 @franco_zurletti @bballfan7374 @lavanpath @son__capital

Top assets mentioned Adobe, Inc. (ADBE) Amazon.com, Inc. (AMZN) Novo-Nordisk (NVO) PayPal Holdings Inc (PYPL) MercadoLibre Inc (MELI) Robinhood Markets, Inc. (HOOD) Hims & Hers Health, Inc. (HIMS) Metadium (META) Lululemon Athletica Inc (LULU) Brookfield Corporation (BN) Brookfield Asset Management Inc (BAM) Msci Inc (MSCI) Uber Technologies, Inc. (UBER) Copart, Inc. (CPRT) The Official XX Coin (67) VICI Properties, Inc. (VICI) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Morgan Stanley (MS) Oracle Corporation (ORCL) Molina Healthcare, Inc. (MOH) Ondas Holdings Inc. Common Stock (ONDS) Rocket Lab USA, Inc. Common Stock (RKLB) Bitcoin (BTC) Netflix Inc (NFLX) Accenture (ACN) Sezzle Inc. Common Stock (SEZL) Crocs, Inc. (CROX)

Top Social Posts

Top posts by engagements in the last XX hours

"Constellation Software insiders are buying the dip $CSU $CSU.TO"
X Link 2025-11-10T22:18Z 42.6K followers, 35.2K engagements

"22% ROIC✅ XX% Net income margin✅ 21x Earnings✅ CEO is Buying✅ Pricing Power ✅ I think LVMH is starting to look very interesting at this price $LVMUY $LVMH"
X Link 2025-03-28T16:46Z 42.6K followers, 50.2K engagements

"✅ Pricing Power ✅ XX% Gross Margin ✅ XX% ROIC ✅ XX% Net Margin ✅ XX% EPS growth ✅ 10B of cash & No debt I like Herms below 1800 $RMS $HESAY"
X Link 2025-09-01T16:25Z 42.6K followers, 27.8K engagements

"The only DYING thing about Adobe is their shares outstanding $ADBE"
X Link 2025-12-02T14:04Z 42.6K followers, 56K engagements

"Monish Pabrai sold compounders like $BN $BAM to buy coal stocks"
X Link 2023-08-11T15:47Z 42.3K followers, 171.9K engagements

"Most investors invest in OTC stocks but never in the exchange itself which is $OTCM: XX% Subscription revenue XX% Net margins XX% Return on capital 16X FCF (Inc sbc) XX% is owned by the CEO (skin in the game)"
X Link 2023-10-07T14:41Z 42.3K followers, 65.7K engagements

"🚨Herms has tumbled XX% in just six months😳 $RMS $RMS.PA"
X Link 2025-08-11T16:04Z 42.4K followers, 8175 engagements

"This is what happens when you overpay for quality $MSCI"
X Link 2025-11-30T17:20Z 42.6K followers, 39.1K engagements

"Revenue: +55% EPS: +33% Stock Price: -XX% PayPal $PYPL"
X Link 2025-12-03T20:46Z 42.6K followers, 178.8K engagements

"$MELI The amazon of Latin America is now trading below 1x PEG (price to earnings growth)"
X Link 2025-12-10T18:33Z 42.6K followers, 108.7K engagements

"Ive shared a free write-up on how I doubled my portfolio in X years and how I spotted early multibaggers like $HOOD and $HIMS. I hope you find it insightful and enjoyable"
X Link 2025-10-05T21:21Z 42.6K followers, 40.6K engagements

"The best risk/reward setups in this market today: Amazon $AMZN @ $XXX MercadoLibre $MELI @ $2000 Adobe $ADBE @ $XXX PayPal $PYPL @ $ @ $XX HIMS $HIMS @ $XX NovoNordisk $NVO @ $XX JD .com $JD @ $XX UBER $UBER @ $XX Copart $CPRT @ $44"
X Link 2025-10-20T13:00Z 42.6K followers, 79.6K engagements

"$VICI is a fortress like income machine trading at a discount: ✅ XXX% dividend yield ✅ XX% AFFO/share growth ✅ 40-year average lease terms (insane stability) ✅ Iconic assets: Caesars Palace The Venetian MGM Grand and more"
X Link 2025-11-24T16:45Z 42.6K followers, 38.1K engagements

"Magnificent 7s Cash Position💰: $MSFT: $XXX Billion $GOOGL: $XX Billion $AMZN: $XX Billion $NVDA: $XX Billion $AAPL: $XX Billion $META: $XX Billion $TSLA: $XX Billion"
X Link 2025-11-25T13:55Z 42.6K followers, 16K engagements

"The best business models according to Morgan Stanley:"
X Link 2025-11-30T13:47Z 42.6K followers, 76.5K engagements

"What are your two highest conviction stocks going into 2026"
X Link 2025-12-02T17:12Z 42.6K followers, 72.3K engagements

"Oracle currently carries $127B in debt with $25B due within three years. Despite this the company is free cash flow negative reporting roughly $13B over the past XX months and it's not expected to be FCF + before 2028 Are you kidding me $ORCL"
X Link 2025-12-10T22:32Z 42.6K followers, 154.2K engagements

"The fear and greed index after a -XXX% crash"
X Link 2025-10-10T16:00Z 42.6K followers, 283.1K engagements

"This Is How Much Buybacks Inflate S&P XXX Earnings:"
X Link 2025-12-05T20:51Z 42.4K followers, 126.6K engagements

"@marketplunger1 $MAMA"
X Link 2025-12-06T20:12Z 42.5K followers, XXX engagements

"Stocks with 20%+ ROIC trading below 20x earnings: X. Adobe $ADBE: ROIC: XX% PE: 13x X. Booking Holdings $BKING: ROIC: XX% PE: 19x X. Novo Nordisk $NVO: ROIC: XX PE: 13x X. lululemon $LULU ROIC: XX% PE: 15x X. Molina Healthcare $MOH: ROIC: XX% PE: 12x"
X Link 2025-11-27T13:55Z 42.6K followers, 78.1K engagements

"The X most mentioned stocks: X. Meta $META X. Robinhood $HOOD X. Amazon $AMZN X. Rocket Lab $RKLB X. Ondas $ONDS"
X Link 2025-12-05T15:59Z 42.6K followers, 18.9K engagements

"✅ XX PE ✅ XX% EPS growth ✅ XX% Recurring Revenues ✅ X% buyback yield ✅ little debt ✅ bad sentiment Adobe is one of the best risk/reward setup in this market. $ADBE"
X Link 2025-10-13T13:16Z 42.6K followers, 96.9K engagements

"Michael Burry: "Bitcoin Is The Tulip Bulb Of Our Time""
X Link 2025-12-03T13:30Z 42.6K followers, 15.1K engagements

"Amazon Logistics is about to overtake USPS $AMZN"
X Link 2025-12-04T15:03Z 42.6K followers, 91K engagements

"I can't believe Netflix is still trading at 42x earnings $NFLX"
X Link 2025-12-06T21:06Z 42.6K followers, 177.5K engagements

"Stocks with 20%+ ROIC trading below 20x earnings: X. Adobe $ADBE: ROIC: XX% PE: 15x X. Accenture $ACN: ROIC: XX% PE: 19x X. Novo Nordisk $NVO: ROIC: XX% PE: 15x X. lululemon $LULU: ROIC: XX% PE: 16x X. Crocs $CROX: ROIC: XX% PE: 7x X. Sezzle $SEZL: ROIC: XX% PE: 16x"
X Link 2025-12-07T13:55Z 42.6K followers, 74.9K engagements

"Rate cuts arent bullish Theyre a warning sign. The Fed doesnt cut in good times it cuts because the economy is slipping"
X Link 2025-12-10T13:40Z 42.6K followers, 82.7K engagements

"@WealthyReadings nothing Oracle isn't expected to be FCF + before 2029 my point is they have a lot of debt some if is due in the next X years and they are burning 9B of cash flow annually they would need to borrow a lot more money this is extremely dangerous"
X Link 2025-12-10T23:01Z 42.6K followers, 7402 engagements