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@qualtrim Avatar @qualtrim Qualtrim

Several major investors, including Warren Buffett, have recently bought or increased their positions in UnitedHealth Group ($UNH). UnitedHealth has shown consistent revenue growth over the past X years and has continued to compound fundamentals despite a decrease in the total number of people served. Its stock has risen XX% in just one month.

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 #1893 technology brands finance social networks cryptocurrencies fashion brands #2019 vc firms travel destinations countries

Social topic influence $amzn #10, amzn #686, $googl #766, cash flow #103, asml #119, $asml #76, stocks #3425, $goog #5, goog #5, $amd #528

Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) PayPal Holdings Inc (PYPL) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) UnitedHealth Group (UNH) Taiwan Semiconductor (TSM) Lululemon Athletica Inc (LULU) Uber Technologies, Inc. (UBER) Metadium (META) Microsoft Corp. (MSFT) Fair Isaac, Corp. (FICO) Spotify Technology (SPOT) Netflix Inc (NFLX) Chime Financial, Inc. Class A Common Stock (CHYM) Reddit, Inc. (RDDT) Dash (DASH) Crowdstrike Holdings Inc (CRWD) Now Coin (NOW) Palantir (PLTR) Snap, Inc. (SNAP) Mastercard, Inc. (MA) Atlassian Corporation PLC (TEAM) Trade Desk, Inc. (TTD) Deckers Outdoor, Corp. (DECK) S&P Global Inc (SPGI) Moody's Corporation (MCO) Intel Corporation (INTC) Monster Beverage Corp (MNST) Rocket Lab USA, Inc. Common Stock (RKLB) Apple, Inc. (AAPL) Broadcom, Inc. (AVGO) Hims & Hers Health, Inc. (HIMS) Effect.AI (EFX) Salesforce Inc (CRM) Cream (CRM) Bank of America (BAC) American Express Company (AXP) JPMorgan Chase (JPM) Basis Cash (BAC) Brookfield Corporation (BN) Meta Platforms, Inc. (META)

Top Social Posts #

Top posts by engagements in the last XX hours

"Spotify is an under-appreciated high-quality compounding machine. Over the past two years free cash flow is up +900%. Is Spotify still a long-term buy from here $SPOT"
X Link @qualtrim 2025-10-02T12:15Z 8468 followers, 17.4K engagements

"These XX rare businesses with MOATs so wide they define their industries scored 1-10. X. ASML - $ASML - MOAT Rating: 10/10 The only company in the world that can build EUV lithography machines. Decades ahead of competition essential to every advanced semiconductor produced"
X Link @qualtrim 2025-09-11T12:33Z 8467 followers, 112.3K engagements

"In 2022 Netflix hit its so-called doomsday moment. Since then the stock is up 500%. Another controversy is here. are you really betting against them $NFLX"
X Link @qualtrim 2025-10-05T12:55Z 8466 followers, 24.7K engagements

"5. Chase Coleman Tiger Global Management Key highlights from Q2 - $CHYM: New Position - $AMZN: Added XXXXX% - $RDDT: Added XXXXX% - $CRWD: Sold XXXXX% - $NOW: Sold XXXXX% - $DASH: Sold XXXXX% - $PDD: Exited Position As per usual Tiger Global saw a lot of portfolio changes"
X Link @qualtrim 2025-09-15T11:56Z 8314 followers, 2927 engagements

"5 years ago Palantir was criticized for heavy dilution and elusive profits. Now free cash flow growth is accelerating. Up XXX% over X years. $PLTR"
X Link @qualtrim 2025-10-09T11:30Z 8206 followers, 6908 engagements

"Perhaps the two most important companies in todays modern economy. $ASML $TSM"
X Link @qualtrim 2025-10-07T12:00Z 8471 followers, 48.3K engagements

"Lululemon is trading near its all-time low P/E ratio. - 2009 8.0x - 2025 11.5x Is Lululemon a screaming buy or a value trap in disguise $LULU"
X Link @qualtrim 2025-10-15T11:50Z 8471 followers, 5273 engagements

"Snapchat will start charging users who store over 5GB of Memories. Imagine what this will do ARPU. $SNAP"
X Link @qualtrim 2025-10-05T12:30Z 8471 followers, 17.7K engagements

"Mastercard is a free cash flow Machine. - 10Y FCF CAGR XXXXX% $MA"
X Link @qualtrim 2025-10-12T12:45Z 8469 followers, 36.1K engagements

"4 stocks with strong fundamentals and down +40% YTD spotted on Qualtrim. X. LuluLemon: -XX% X. The Trade Desk: -XX% X. Decker Outdoor: -XX% X. Atlassian: -XX% $LULU $TTD $DECK $TEAM"
X Link @qualtrim 2025-10-11T12:00Z 8470 followers, 33.9K engagements

"5. Advanced Micro Devices $AMD - AI and compute demand is CAPEX heavy. Cheaper capital makes it easier for customers and especially SMBs to invest in AMDs chips for data centers PCs and AI inference workloads"
X Link @qualtrim 2025-09-17T11:45Z 8431 followers, 3818 engagements

"Moodys and S&P Global control over XX% of the global credit ratings market. You're looking at one of the strongest Duopolies on earth. $MCO $SPGI"
X Link @qualtrim 2025-09-29T12:30Z 8469 followers, 19K engagements

"Is the AI race Google's to lose "We processed over XXX Quadrillion tokens last month - that's 1300000000000000 tokens" Demis Hassabis DeepMind CEO $GOOGL $GOOG"
X Link @qualtrim 2025-10-13T11:30Z 8471 followers, 14.2K engagements

"PayPal is a buyback machine. In just two years theyve retired nearly 200M shares. Management has approved an additional $20B worth of buybacks. Is PayPal underrated $PYPL"
X Link @qualtrim 2025-09-22T11:45Z 8466 followers, 55.5K engagements

"Intel is up +82.15% YTD. Are we looking at one of the greatest comeback stories in history $INTC"
X Link @qualtrim 2025-10-04T14:00Z 8469 followers, 8613 engagements

"Adobe is a buyback powerhouse. Returning record capital to shareholders while trading near a 10-year low P/E. $ADBE"
X Link @qualtrim 2025-10-15T11:15Z 8471 followers, 9072 engagements

"Waymo expands to London in 2026. Is Google the leader in robo-taxi technology $GOOGL $GOOG"
X Link @qualtrim 2025-10-15T10:52Z 8471 followers, 12.4K engagements

"The conversation I had when they hired me was if youre looking for a caretaker to just continue the business please dont choose me. I am not that. Alex Chriss CEO Is PayPal the sleeper stock $PYPL"
X Link @qualtrim 2025-10-08T12:15Z 8471 followers, 18.2K engagements

"After being flat for most of 2025 ASML has rallied almost XX% in just the last month alone. - YTD Returns XXXXX% Is ASML still a buy today $ASML"
X Link @qualtrim 2025-10-03T12:30Z 8469 followers, 13.8K engagements

"8. Monster Beverage $MNST - 5Y CAGR -XXX% - $500M program authorized (Aug 2024). Monster quietly compounds with steady repurchases debt-light balance sheet and strong growth"
X Link @qualtrim 2025-09-23T11:21Z 8347 followers, 4246 engagements

"Uber was $74.60/share when Bill Ackman said: Remarkably it can still be purchased at a massive discount to its intrinsic value. Is Uber still a buy today $UBER"
X Link @qualtrim 2025-10-12T12:00Z 8471 followers, 38.6K engagements

"Why aren't you buying Amazon - Flat YTD. - 2Y low P/E. - Record Operating Margin. - Record Revenue. - Record EPS. $AMZN"
X Link @qualtrim 2025-10-14T11:25Z 8470 followers, 151.8K engagements

"Rocket Lab is up +584% in just one year. What happens when Neutron launches $RKLB"
X Link @qualtrim 2025-10-13T13:55Z 8471 followers, 7779 engagements

"Out of the X largest companies on the market only Amazon remains to be red YTD. With a market pull back on Friday are you buying $AMZN $AAPL $META $MSFT $GOOGL $NVDA $AVGO"
X Link @qualtrim 2025-10-11T11:30Z 8469 followers, 17.9K engagements

"Here are X stocks that could extremely benefit from rate cuts are you ready X. Fair Isaac Corporation $FICO - The backbone of U.S. credit scoring. More lending = more credit checks = more FICO demand. A direct beneficiary of increased consumer borrowing"
X Link @qualtrim 2025-09-17T11:45Z 8329 followers, 20.4K engagements

"A reminder that Googles moat isnt just in data its in operational excellence. $GOOGL $GOOG"
X Link @qualtrim 2025-10-10T12:00Z 8470 followers, 12.6K engagements

"Hims & Hers CEO Andrew Dudum calls at-home testing "foundational" unlocking new membership models. Are they shaping healthcares next great subscription platform $HIMS"
X Link @qualtrim 2025-10-01T11:45Z 8340 followers, 16.1K engagements

"In X years AMDs growth engine has shifted rapidly. - Client XXXXX% - Gaming -XXXX% - Embedded XXXX% - Data Center XXXXX% $AMD"
X Link @qualtrim 2025-10-08T11:20Z 8470 followers, 8222 engagements

"Super-investors heavily bought UnitedHeath in Q2: - Warren Buffet: New Buy - Michael Burry: New Buy - Stephen Mandel: New Buy - Dodge & Cox: +117% - David Tepper: +1300% - Christopher Davis: +2234% Have they spotted an opportunity $UNH"
X Link @qualtrim 2025-09-24T12:20Z 8469 followers, 31.9K engagements

"Buy and hold free cash flow machines. Is it really that simple We tend to stick to companies that are gushing free cash flow huge returns on capital meaning they deploy their capital well. Joel Greenblatt $ADBE"
X Link @qualtrim 2025-10-12T11:30Z 8470 followers, 23K engagements

"FICO jumped +18% after unveiling a direct-to-aggregators program enhancing their MOAT. What does this mean for Equifax $FICO $EFX"
X Link @qualtrim 2025-10-03T13:00Z 8469 followers, 29.2K engagements

"6. Nvidia Corporation $NVDA - The AI GPU front-runner. Lower rates boost valuations for long-duration growth stories and support hyperscalers massive CAPEX budgets. Nvidia remains the centerpiece of the AI buildout"
X Link @qualtrim 2025-09-17T11:45Z 8430 followers, 3473 engagements

"UnitedHealth keeps proving why its a compounding machine. - 5Y Dividend CAGR: XX% A serious powerhouse in shareholder returns. $UNH"
X Link @qualtrim 2025-09-26T21:35Z 8206 followers, 11.6K engagements

"Here are the FOUR most bought stocks by super-investors in Q2 2025. X. UnitedHealth X. Amazon X. Google X. Nvidia $UNH $AMZN $GOOGL $NVDA"
X Link @qualtrim 2025-10-07T12:15Z 8470 followers, 36.5K engagements

"Wells Fargo just raised it's AWS outlook: - 2026: +22.1% growth - 2027: +23.5% growth If AWS accelerates again how does that reprice Amazon $AMZN"
X Link @qualtrim 2025-10-06T11:30Z 8469 followers, 24.7K engagements

"Uber's gross bookings have been nothing short of impressive. - Mobility XXXX% 2Y CAGR - Delivery XXXX% 2Y CAGR - Freight XX% 5Y CAGR You can't deny Uber is a heck of a popular service $UBER"
X Link @qualtrim 2025-10-04T12:30Z 8465 followers, 10.6K engagements

"Salesforce might be one of the most underrated opportunities in tech right now. FCF yield is near a 10-year high at 5.5%. $CRM"
X Link @qualtrim 2025-10-06T12:00Z 8466 followers, 15.8K engagements

"7. PayPal $PYPL - 5Y CAGR -XXX% - $15B program authorized (Feb 2025). PayPal retired almost X% of shares last year alone buybacks are central to its turnaround play"
X Link @qualtrim 2025-09-23T11:21Z 8347 followers, 5212 engagements

"Earnings season is back - JPMorgan - ASML - Bank of America - TSMC - American Express We have a jam-packed week ahead are you ready for Q3 $JPM $ASML $BAC $TSM $AXP"
X Link @qualtrim 2025-10-13T11:00Z 8469 followers, 11.8K engagements

"AMD is guiding Q3 revenue growth of XX% YoY. "The primary driver of our Q3 guide is a very strong Data Center driven by MI350 ramping." Lisa Su AMD CEO $AMD"
X Link @qualtrim 2025-10-07T11:30Z 8208 followers, 6919 engagements

"When does Adobe become too cheap to ignore - 10Y low P/E - FWD P/E of 15.25x - FCF Yield of XXXX% $ADBE"
X Link @qualtrim 2025-10-08T11:45Z 8469 followers, 35.6K engagements

"Brookfield projects +25% distributable earnings growth per share annually for X years. Are we looking at one of the most under appreciated compounding machines in the market $BN"
X Link @qualtrim 2025-09-17T13:42Z 8466 followers, 13K engagements

"Amazons earnings power keeps compounding. With EPS up XX% YoY even a sustained XX% growth rate could yield a XXXXX% annualized return from todays price. Is Amazon still an opportunity $AMZN"
X Link @qualtrim 2025-10-10T11:30Z 8469 followers, 21.9K engagements

"These are the top X most-owned stocks by super-investors based on portfolio allocation: X. Microsoft (2.7%) X. Amazon (2.2%) X. Meta Platforms (2.1%) X. Google (1.6%) $MSFT $AMZN $META $GOOG"
X Link @qualtrim 2025-10-09T11:50Z 8469 followers, 12.5K engagements