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@thexcapitalist Avatar @thexcapitalist Oguz O. | 𝕏 Capitalist 💸

The market is experiencing a mix of sentiments, with some investors warning of a potential downturn due to high valuations and others remaining bullish on certain stocks. Energy and data center stocks are gaining attention, with some analysts predicting a surge in demand for energy storage and data center capacity due to the growth of AI. Several stocks, including $nvo, $lmnd, and $oscr, are being highlighted as potential opportunities due to their growth prospects and competitive advantages.

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Social Influence

Social category influence stocks #943 finance #1496 technology brands #8086 countries XXXXX% cryptocurrencies #462 currencies #2890 fashion brands XXXX% social networks XXXX%

Social topic influence ai #2363, $ttd #5, $pgy #1, ceo #1406, business #4401, $flnc #2, stocks #328, bank #412, $nee #2, $sei #1

Top accounts mentioned or mentioned by @joinyellowbrick @valuationedge_ @bagholderiq @investibrew @welltrending @smartfinapp @thestocksking @danielisdizzy @alphacapital82 @luph235 @therealdonaldc3 @grok @ari_kerizsadewa @number1invest_ @sama @openai @cvramana @kyleadamsstocks @thelongaj @yoemsri

Top assets mentioned Trade Desk, Inc. (TTD) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Fluence Energy, Inc. Class A Common Stock (FLNC) NextEra Energy Inc (NEE) Sei (SEI) Brookfield Renewable Partners L.P. (BEP) Constellation Energy Corp (CEG) Energy Transfer, LP. (ET) Oscar Health, Inc. (OSCR) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Sezzle Inc. Common Stock (SEZL) Interlay (INTR) UnitedHealth Group (UNH) Upstart Holdings, Inc. Common stock (UPST) Nebius Group N.V. Class A Ordinary Shares (NBIS) NuCypher (NU) Novo-Nordisk (NVO) RAI Finance (SOFI) MercadoLibre Inc (MELI) Advanced Micro Devices (AMD) Brookfield Corporation (BN) Klarna Group (KLAR) TALEN ENERGY CORP (DE) (TLN) Sea Limited (SE) Dave Inc. (DAVE) Elevance Health Inc (ELV) Cigna Corp (CI) Centene Corp (CNC) Molina Healthcare, Inc. (MOH) Microsoft Corp. (MSFT) Morgan Stanley (MS) 501 (23) DLocal Limited Class A Common Shares (DLO) Adobe, Inc. (ADBE) Walmart, Inc. (WMT)

Top Social Posts

Top posts by engagements in the last XX hours

"This is why $AMZN is my top foundational stock pick for the next X years. High-margin businesses are growing faster than low-margin ones driving significant margin expansion. Imagine revising valuation models by using XX% net margin instead of 10%. Long $AMZN"
X Link 2025-12-09T14:43Z 106.8K followers, 40.4K engagements

"5. $SOFI - Growth has accelerated to XX% this year. - It's tapping into international payments. - It has just relaunched crypto trading. Lending is SoFi's largest business and its growth has been slower recently due to a higher rate environment; it'll accelerate next year. The stock isn't cheap but it should be in your watchlist and below $XX level should be seen as a buying opportunity"
X Link 2025-12-10T22:05Z 106.8K followers, 2349 engagements

"7. $SEZL - Fastest growing BNPL among the public ones. - It passed $X billion GMV for the first time in Q3. - Has a very short average loan duration of XX days. Credit losses grew last quarter which spiked concerns about consumer credit. Lower rates will accelerate growth making up for the write-off-related slowdown in earnings growth. Worth consideration at 17x forward earnings"
X Link 2025-12-10T22:05Z 106.8K followers, 2504 engagements

"Ray Dalio said we are in a bubble but we need something to prick it for it to deflate. This is what pricks it. Japan has just approved a $XXX billion stimulus package while the Yen is at its weakest in a year. They'll have to hike rates eventually and those who borrowed Yen and bought US stocks will have to exit their positions to cover increased borrowing costs a classic unwind of the carry trade. Time to get defensive rather than offensive. You should still buy no-brainers if the market gives them away for cheap but be careful keep your cash pile large and your systematic risk exposure low"
X Link 2025-11-21T14:13Z 106.8K followers, 1.6M engagements

"$TTD is getting ridiculous. Growth will beat expectations this year and its still expected to deliver mid-teens growth in 2029. Its also ramping up buybacks yet the multiple compression continues. Stock is now trading at 15x 2027 earnings. I like the risk/reward here"
X Link 2025-12-01T18:15Z 106.8K followers, 54.6K engagements

"2/ Let's set the stage first. Most people don't actually understand what $TTD does. It's basically operating a demand-side platform (DSP) through which customers can serve ads throughout the whole internet and monitor their campaigns. Hear it from the CEO Jeff Green:"
X Link 2025-12-02T16:05Z 106.8K followers, 4518 engagements

"3/ What the hell is a DSP The ad spots on the internet are fragmented. Owners of these spots are using aggregators called supply-side platforms to sell their inventory. On the other hand advertisers use DSPs to search and buy ads from that inventory that fit their criteria in an automated manner. The exchange is facilitated through ad exchanges"
X Link 2025-12-02T16:05Z 106.8K followers, 1731 engagements

"We might get a big sell-off in the US market if Japan raises interest rates. They approved a stimulus because they finally have positive inflation so companies can invest and grow and people are better off spending then saving. They dont want to lose it. But they are also considering raising rates because their Debt/GDP ratio is above XXX% and the central bank cant print money at no cost anymore as inflation isnt X. Thus any increase in government bond yields skyrockets their interest payment and yields are surging as investors are pricing higher inflation due to stimulus and internal"
X Link 2025-12-03T13:42Z 106.8K followers, 204.5K engagements

"The big bottleneck in AI is not hardware anymore its energy. Jensen Huang just said it openly. Morgan Stanley predicts that the US can face up to XX GW power shortfall by 2028. Dont skip on energy its the real AI trade. $CEG $FLNC $NEE $SEI $ET $BEP"
X Link 2025-12-03T20:15Z 106.8K followers, 206.7K engagements

"Here are my top XX growth stock picks for 2026 and short term price targets: X. $PGY $XX X. $NBIS $XXX X. $OSCR $XX X. $SEZL $XX X. $LGCY $XX X. $TTD $XX X. $MELI $2400 X. $DLO $XX X. $INTR $XX XX. $SE $160"
X Link 2025-12-08T12:23Z 106.8K followers, 59.3K engagements

"$AMZN is the cheapest mega-cap stock now. The stock has been flat since last December despite accelerating AWS growth and expanding profit margin. I think it can easily double from here in the next X years. Here is my $AMZN investment thesis: 🧵"
X Link 2025-12-08T16:32Z 106.8K followers, 57.8K engagements

"$AMZN cloud business is now at $XXX billion run rate. Assuming just XX% annual growth itll generate $XXX billion in 2030. At XX% net margin and 25x exit multiple itll be valued at $XXXX trillion. $AMZN total market cap today is $XXX trillion. Criminally undervalued"
X Link 2025-12-08T18:42Z 106.8K followers, 152.2K engagements

"Its easy to make sense. I guarantee youll still buy groceries XX years from now; but I am not so sure whether youll be using $ADBE XX years from now. To be clear I am not particularly bearish on $ADBE its more likely than not that you can make some money on it due to mean reversion. However the threat of disruption is real and 16x forward earnings is reasonable given the risk"
X Link 2025-12-09T17:04Z 106.8K followers, 34.6K engagements

"The Fed has just cut interest rates again and signaled another rate cut next year. Here are XX stocks that'll benefit from lower rates: 🧵 X. $PGY - Leading second-look lending network. - Expanding into auto loans and BNPL. - Markdowns are normalizing. Analysts expect XX% growth next year but it's too low in my opinion. It can do way better in a lower-rate environment. It's an asymmetric opportunity at 15x earnings given that estimates are likely too low"
X Link 2025-12-10T22:05Z 106.8K followers, 27K engagements

"4. $DAVE - Neobank offering cash advances instead of overdraft. - Preparing to launch BNPL product in early 2026. - AI underwriting will drive margin expansion. It has entered into a strategic partnership with Coastal Financial to provide better banking services to its members and become the principal bank for those who come for cash advances. Cheap at 17x forward earnings given that double-digit growth will likely be sustained for at least five more years"
X Link 2025-12-10T22:05Z 106.8K followers, 2452 engagements

"Don't sleep on healthcare now. It generated higher average annual growth than the technology sector in the past four decades. Yet it's one of the cheapest sectors now trading at just 16x earnings against 23x of the S&P XXX. Long healthcare. $UNH $ELV $OSCR $MOH $CI $CNC"
X Link 2025-12-11T10:22Z 106.8K followers, 18.4K engagements

"$AMD may be the cheapest AI stock. $BN predicts that AI data center capacity will grow 10x by 2034. AI inference will take up larger capacity than training starting from 2032 good news for $AMD and bad for $NVDA. Yet $AMD is trading at just 15x 2028 earnings. Long $AMD"
X Link 2025-12-11T16:11Z 106.8K followers, 3073 engagements

"1/ $LGCY is one of the most asymmetric opportunities in the market yet everybody ignores it. It's an education company growing like a data center business. It has secular tailwinds and the valuation is attractive. Here is why $LGCY is a 3x opportunity: 🧵"
X Link 2025-11-27T14:10Z 106.8K followers, 8871 engagements

"7. $INTR 5-Year Revenue CAGR: XX% Price Target: $XX Forward P/E: XX The second largest neo-bank in Brazil after NuBank. The stock has been depressed as investors were afraid that write-offs could skyrocket due to the Brazilian Central Bank increasing rates. We haven't seen this so far. Let alone increasing its NPL rate declined last quarter. It's rapidly expanding in Argentina and the Southern US while eyeing new potential expansions like Chile. Fed rate cuts will be another catalyst as FX will turn into a tailwind that can offset higher rates in Brazil. Drastically undervalued at 12x forward"
X Link 2025-12-01T15:11Z 106.8K followers, 13.1K engagements

"8. $LGCY 5-Year Revenue CAGR: XX% Price Target: $XX Forward P/E: XX A fast-growing education company that owns and operates community colleges in California with a focus on training healthcare workers. This is a very lucrative area as demand for healthcare workers is off the roof shortage is projected starting from 2028. It's also likely that many people will pick professional degrees over a 4-year college education as AI is eviscerating entry-level white-collar jobs. Founder and CEO LeAnn Rohmann still owns XX% of the company and she hasn't sold a single share since the IPO. Fast growth will"
X Link 2025-12-01T15:11Z 106.8K followers, 12.8K engagements

"Kevin Hassett is now confirmed as the next Fed Chair. Long lenders. $PGY $OPFI $UPST $SOFI $SEZL $KLAR"
X Link 2025-12-02T21:17Z 106.8K followers, 20.9K engagements

"Cost of using AI models has collapsed according to JP Morgan. While this is good for the diffusion of the technology it doesnt bode well for the foundational model providers as it signals commoditization. Remaining margins will be competed away once the model development flatlines. Value creation will shift to the application layer and big AI labs supplying foundational models will be more like internet service providers. The technology itself will get occasional upgrades (like we had in telecom with 3G 4G 5G) but it wont be exclusive to any model provider so itll remain as a commodity. I"
X Link 2025-12-04T14:10Z 106.8K followers, 41.3K engagements

"$PGY is criminally cheap here. They are aldready growing their topline by XX% a year and the Fed is expected to cut rates as the job market is getting weaker. Markdowns are normalizing and its still trading at 15x 2026 earning. Why wouldnt it work from here"
X Link 2025-12-04T15:36Z 106.8K followers, 24.8K engagements

"This is spot on as to why economic forecasting sucks. The Fed employs the best PhDs in economics but the best they can do is play catch-up. Their forecasts are more wrong than right. What are the chances you'll consistently get it right as an individual investor None"
X Link 2025-12-07T22:06Z 106.8K followers, 14.5K engagements

"This is dangerous. Excluding the Magnificent X the rally is driven largely by no-revenue and no-profit stocks while the rest of the market is stagnant. There is no ground below us supporting the valuations. If something goes wrong the correction could be pretty deep"
X Link 2025-12-08T07:34Z 106.8K followers, 52.4K engagements

"Export bans on AI chips to China have done more harm than good. They urged China to push harder for self-sufficiency in chip technology. $NVDA share in China's AI chip market will drop from XX% this year to just X% next year while the share of homemade chips will reach 70%"
X Link 2025-12-08T11:19Z 106.8K followers, 10.6K engagements

"Trump says the next Fed Chair should cut the interest rates immediately. Very bullish for the lenders Many of them are so undervalued that they can easily double in a lower rate environment driven by multiple rerating and faster top line growth. $PGY $UPST $SEZL $OPFI $KLAR"
X Link 2025-12-09T15:35Z 106.8K followers, 15.6K engagements

"Data center power demand is skyrocketing. Bloomberg now expects power demand from data centers to reach XXX GW in 2035. This is XX% higher than the previous estimate. We are just around XX GW today. Energy is the real AI play. $FLNC $SEI $CEG $BEP $NEE $ET $TLN"
X Link 2025-12-10T07:36Z 106.8K followers, 31.7K engagements

"2. $UPST - Leading AI-powered lending marketplace. - Originations grew XX% YoY reaching $XXX billion. - It's trading at 15x 2027 earnings despite strong growth. It got sold off after Q3 results because investors expected $XXX billion in originations and wanted loans to come off the balance sheet. The missing loan volume was due to overly conservative underwriting of their AI which they can easily fix and ease while we go into a lower rate environment. As rates come down it can probably have an easier time selling the loans held on the balance sheet. 15x 2027 earnings are unduly depressed"
X Link 2025-12-10T22:05Z 106.8K followers, 2764 engagements

"3. $OPFI - Subprime lender charging three-digit interest rates. - It has raised guidance two times this year. - Looking to raise its lending capacity. It has performed very well this year but it was unable to expand warehouse lending capacity due to higher rates. It will now have an easier time expanding warehouse lending capacity due to lower rates so forward growth expectations may be revised significantly. It's too undervalued at 7x forward earnings"
X Link 2025-12-10T22:05Z 106.8K followers, 2436 engagements

"6. $APO - Credit is Apollo's largest strategy. - It's already growing fast at XX% YoY. - Fears about private credit kept the stock depressed. CEO Marc Rowan recently said that private credit was strong and will remain strong. I expect Apollo's credit strategy to grow faster in the next two years due to lower expected rates. I think it's pretty cheap at 15x forward earnings"
X Link 2025-12-10T22:05Z 106.8K followers, 2240 engagements

"8. $AFRM - The biggest BNPL business in the US. - It has just delivered its full year of positive earnings. - GMV growth has been pretty strong over XX% in the last two quarters. Management has been trying to find an opening to enter other forms of financing like longer-term loans and integration of broader financial services. It can have a significant opportunity to achieve this as money will get cheaper in the next 12-24 months. Though the stock is fairly valued it could be considered as there are opportunities for faster growth going forward"
X Link 2025-12-10T22:05Z 106.8K followers, 2449 engagements

"10. $INTR - Second largest digital bank in Brazil. - Rapidly developing US operations in southern states. - The valuation is depressed due to high exposure to unsecured loans. Lower rates can accelerate the growth of its US operations. Even if this doesn't happen it'll still benefit from lower rates as it also generates most of its revenue in Brazilian Real and weaker USD means FX tailwinds"
X Link 2025-12-10T22:05Z 106.8K followers, 5435 engagements

"$ORCL is exposed to massive concentration risks. It has $XXX billion debt of which $XX billion is due in three years. Meanwhile FCF is already negative and its largest customer OpenAI needs to raise $XXX billion by 2030 to meet its obligations. Doesn't look good"
X Link 2025-12-11T07:45Z 106.8K followers, 51K engagements

"Bank of America says mountains of debt are piling up from the data center rush creating an air pocket. This is how I think AI bubble will unfold. Its not going to be a dotcom-style crash but years of sluggishness driven by low ROI due to interest payments and overbuilding"
X Link 2025-12-11T11:55Z 106.8K followers, 20.3K engagements

"This is just insane. $BN predicts that AI data center capacity will grow 10x by 2034. AI inference will take up larger capacity than training starting from 2032 good news for $AMD and bad for $NVDA. Fyi $AMD is trading at just 15x 2028 earnings. Long $AMD"
X Link 2025-12-11T16:30Z 106.8K followers, 11K engagements

"4/ $NU P/E Ratio: XX Return on Equity: XX% 5-Year Revenue CAGR: XX% It's the largest digital bank in the world that is still growing extremely fast. Valuation took a hit last year as the Brazilian Real dipped against the USD but has recovered since then. It is rapidly expanding in Colombia and Mexico with entry to Argentina imminent. It'll also benefit from the weaker USD as the FED is preparing for rate cuts"
X Link 2025-08-25T11:18Z 106.7K followers, 26.8K engagements

"OpenAI expects its energy capacity will grow 125x in the next X years. Itll consume more energy than India. Yet the market is so focused on data center stocks that it completely ignores the energy. The real AI play is energy. $CEG $FLNC $NEE $ET $BEP $SEI"
X Link 2025-09-27T10:27Z 106.7K followers, 135K engagements

"The market is near all-time highs yet there are still attractive opportunities. Here are XX high-quality undervalued stocks I am watching now: 🧵 X. $UNH - X Year Revenue CAGR: XX% - Return on Investment: XX% - Forward P/E: XX The healthcare industry as a whole mispredicted the activity rates and medical inflation this year resulting in reduced operating margins. This effect was even stronger for $UNH as they absorbed over 700000 customers who bounced from other providers at the beginning of the year. Yet they are poised to overcome these headwinds: - They are raising the prices for 2026. -"
X Link 2025-09-29T12:41Z 106.8K followers, 100.7K engagements

"9. $GRG.L - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX Greggs is the leading bakery chain in the UK. It recently suffered from extreme weather conditions last year which resulted in reduced foot traffic. Yet all the business metrics are going in the right direction: It's growing double digits planning to grow the store count from 2600 now to 3600 by 2034 and it's generating very high return on equity. I think XX times forward earnings is extremely cheap for such a healthy-growing market-leading business"
X Link 2025-09-29T12:41Z 106.7K followers, 8741 engagements

"10. $INPST.AS - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX InPost is one of my highest conviction picks right now. It's the leading parcel delivery network in Europe and it's rapidly expanding in the UK. Its acquisition of Yodel a UK logistics company was stopped early this year leading to a decline in stock price. That issue is solved now but the competition from its biggest customer in Poland Allegro keeps the stock under pressure. Even if it loses all the Allegro revenue it'll be at most XX% hit to the top-line which will be compensated easily by rapid growth in the"
X Link 2025-09-29T12:41Z 106.7K followers, 17.6K engagements

"I thought $OSCR was an $X stock It never changes: Wall Street thinks it missed something. Starts a coordinated short attack. Builds its positions at the lows. Sells high to retail. Dont fall for these hold onto your $OSCR. Its just getting started"
X Link 2025-10-06T21:07Z 106.7K followers, 30.2K engagements

"I think we are in the late stages of this bull market so most opportunities have already been exploited. These are the remaining opportunities in my radar and price targets: - $NVO $XXX - $UNH $XXX - $LGCY $XX - $FLNC $XX - $INPST $XX - $HROW $XX What else would you add"
X Link 2025-11-01T21:52Z 106.7K followers, 52.3K engagements

"I just have one question: How is OpenAI planning to reach $XXX billion revenue by 2027 while losing to Anthropic in the enterprise market"
X Link 2025-11-02T05:41Z 106.8K followers, 93.8K engagements

"$NVO is literally free money now. - 12x earnings. - XXX% dividend yield. - Oral Wegovy is coming soon. What could go wrong here"
X Link 2025-11-03T17:58Z 106.7K followers, 363.6K engagements

"6. $OSCR - X Year Revenue CAGR: XX% - Buy Price: $XX There is currently a big gap between the analyst estimates and the management's guidance. The management is guiding for $X EPS in 2027 without ACA extension while analysts are seeing only $X for the year and they think the revenue will shrink next year. I don't think revenue will shrink without the ACA subsidy extension; it'll slow down but shrink is a long shot I believe. Even if we assume just $X EPS for 2027 it's now trading at 14x 2027 earnings which I believe is fair for a health insurer but extremely low for company growth company"
X Link 2025-11-17T20:43Z 106.7K followers, 19.6K engagements

"7. $INTR - X Year Revenue CAGR: XX% - Forward P/E: XX - Buy Price: $X $INTR is the second-largest neobank in Brazil after NuBank and it's been growing extremely fast. It's taking market share from legacy players in Brazil and has just entered Argentina. Argentina is a big opportunity for $INTR as $NU isn't active in the country. I believe they'll pursue the strategy of entering countries where $NU isn't active and try to dominate the market. Its fundamentals are strong but the stock is trading at just 9x 2027 earnings despite analysts' high growth expectations which signals distrust in"
X Link 2025-11-17T20:43Z 106.7K followers, 18.6K engagements

"8. $PGY - X Year Revenue CAGR: XX% - Forward P/E: X - Buy Price: $XX The top-line growth is strong but the investors have been worried about the quality of loans and the strength of its balance sheet as markdowns skyrocketed last year. A further XX% markdown on loans held on the balance sheet will wipe out half of its equity base and all equity base will be gone in case of a further XX% markdown. However markdowns have been normalizing since the beginning of this year and they only grew $X million last quarter. I think the balance sheet risk has subsided and the stock already presents an"
X Link 2025-11-17T20:43Z 106.7K followers, 19.1K engagements

"9. $INPST.AS - X Year Revenue CAGR: XX% - Forward P/E: XX - Buy Price: XX InPost is operating the largest out-of-home parcel delivery network in the US. The company is growing pretty fast in the Eurozone and the UK while dominating its core market Poland at the same time. The valuation remained depressed because of the challenges related to restructuring its newly acquired subsidiary in the UK and competition from its largest customer in Poland. Both of these concerns are waning now. Yodel integration is advancing and the parcel volume in the UK is exploding while it keeps growing its market"
X Link 2025-11-17T20:44Z 106.7K followers, 17.2K engagements

"$OSCR will literally print money Trumps healthcare plan proposes X years of ACA subsidy extension. Remember what the CEO said in the earnings call: If ACA subsidies get extended we may be too profitable that we may have to pay rebates to the members. Theyll print money"
X Link 2025-11-24T12:37Z 106.7K followers, 72.8K engagements

"Ilya is one of the guys who successfully trained a neural network on a large dataset using GPUs for the first time. He is now telling us LLMs wont get much better by just throwing more compute. Yann Lecun has also been saying this for a long time. Something to think about"
X Link 2025-11-25T19:21Z 106.7K followers, 177.5K engagements

"$MSFT CEO Satya Nadella recently said that the bottleneck in AI isnt GPUs anymore its energy. Latest $FLNC results confirm this. They guided for XX% growth next year and said data center market is exploding. Long energy. $FLNC $BEP $NEE $CEG $SEI $ET"
X Link 2025-11-26T15:41Z 106.8K followers, 63.8K engagements

"4. $MELI It delivered a blockbuster earnings last quarter yet the stock got sold off as it is ramping up investments and $SE is growing its footprint in LatAm. I think competition-related concerns are overblown as it benefits from significant local economies of scale. Even if $SE expands in the market it doesn't need to be a zero-sum game. They can co-exist as the market leaders similar to how Walmart and Costco do in the US retail industry. Their fintech arm is growing over XX% YoY and will have significantly higher margins than e-commerce. Once fintech outgrows e-commerce and they start"
X Link 2025-11-28T15:46Z 106.7K followers, 16.9K engagements

"5. $PGY The stock jumped over XX% after blockbuster earnings but then pulled back as expectations for a December rate cut declined. The most important thing for this company was write-offs as they had skyrocketed last year. Write-offs grew by only $X million QoQ validating the management's claims about normalization. As the balance sheet risk subsides and high growth continues I think it's ridiculously undervalued at 15x forward earnings"
X Link 2025-11-28T15:46Z 106.7K followers, 16.7K engagements

"6. $LGCY It's a for-profit education company operating community colleges in California. It focuses on training healthcare workers. It's growing revenues over XX% and insiders own XX% of the company. They are planning another acquisition in the next XX months and the CEO bought shares in the open market just before earnings. It went up around XX% after earnings but still attractive at 14x fwd P/E. It's not popular and nobody is watching; this is why it's a great opportunity"
X Link 2025-11-28T15:46Z 106.8K followers, 15.6K engagements

"7. $INPST.AS The leading out-of-home delivery (OOHD) network operator in Europe. It recently expanded to the UK and quickly became the #1 in terms of parcel volume. The stock was depressed due to two reasons: - Competition from its largest customer in Poland. - Legal challenges regarding the Yodel acquisition in the UK. In the last earnings we saw that it doesn't feel any competition in Poland as it expanded its market share. British Courts also gave the green light to continue with the restructuring of Yodel. The stock still remains depressed due to increased capex guidance but it'll pay off"
X Link 2025-11-28T15:46Z 106.7K followers, 15.1K engagements

"4. $UNH 5-Year Revenue CAGR: XX% Price Target: $XXX Forward P/E: XX It also suffered from increased morbidity and medical inflation that was beyond expectations for the year. Legendary CEO Stephen Hemsley is now back in the helm and he delivered a solid beat and raised full-year guidance last quarter. They have also raised prices substantially for the next year and are now guiding for growth However the market hasn't bought the guidance yet so the stock is hovering around $320-$330 levels. I think they'll achieve something around $XX EPS next year which will give us $XXX share price at 20x"
X Link 2025-12-01T15:10Z 106.7K followers, 14.9K engagements

"5. $PGY 5-Year Revenue CAGR: XX% Price Target: $XX Forward P/E: XX Pagaya is still suffering from a lack of confidence in its ability to survive as a consistently profitable company. This is because of the skyrocketing write-offs in 2024. Such a loss trend risks the business's survival if it continues. However that trend has largely normalized this year as write-offs dropped to a quarter of the past year. The business is on its way to deliver its first fully profitable year and the Fed is expected to cut rates this month. Even if we don't get the rate cuts this year it's now nearly certain"
X Link 2025-12-01T15:10Z 106.7K followers, 14.5K engagements

"6. $INPST.AS 5-Year Revenue CAGR: XX% Price Target: XX Forward P/E: XX InPost is the largest out-of-home delivery network in Europe operating over 90000 automated parcel machines in continental Europe and Britain. The company has grown extremely fast in the last X years but it's been punished by investors as they don't like constant investment eating away at its bottom line. Two of the factors that kept the stock under pressure were its legal challenges regarding acquisitions in the UK and competition from Allegro its largest customer in Poland. Legal challenges were largely resolved as the"
X Link 2025-12-01T15:10Z 106.7K followers, 13.3K engagements

"9. $NBIS 3-Year Revenue CAGR: XX% Price Target: $XXX Forward P/S: X Nebius is my favorite neo-cloud provider. It's led by one of the greatest entrepreneurs of his generation Arkady Volozh who also founded Yandex. Their financial position is way stronger than other neo-cloud providers and the valuation is much more reasonable. They are targeting $7-9 billion ARR next year. So even if we assume that 2027 revenue will be just $X billion at 5x sales they should be valued at $XX billion minimum which gives us $XXX price target for the next year"
X Link 2025-12-01T15:11Z 106.7K followers, 12.2K engagements

"10. $TTD 5-Year Revenue CAGR: XX% Price Target: $XX Forward P/E: XX It has faced many challenges this year due to the expected rollout of its new Kokai platform and increasing competition in ad-tech. However its fundamentals remain strong and I don't think any demand-side platform constitutes a lethal threat to the company. It's valued at just 18x 2026 and 15x 2027 earnings. If it can only beat the estimates the stock will be inevitably rerated as staying at the same level will likely make it an obvious acquisition target. There is a XX% upside potential if the multiples expand to just 25x"
X Link 2025-12-01T15:11Z 106.8K followers, 15.7K engagements

"If Trump announces Kevin Hassett as the new Fed Chair today itll be massively bullish for subprime lenders and BNPL players. They are trading at depressed levels and I expect a rapid rerating if Hassett is confirmed. $PGY $OPFI $UPST $SEZL $KLAR"
X Link 2025-12-02T12:09Z 106.7K followers, 17.4K engagements

"Sam Altman literally thought ChatGPT would forever dominate the LLM market. He thought this while $GOOG was generating OpenAI's entire funding in free cash flow each year. I am sorry but he is really not the visionary he claims to be"
X Link 2025-12-02T14:36Z 106.7K followers, 16.6K engagements

"1/ $TTD was once a market darling now it's getting garbage treatment. Yet the growth is still strong they are ramping up buybacks and net margin is expanding. Here is why it can easily double from here: 🧵"
X Link 2025-12-02T16:05Z 106.7K followers, 23.4K engagements

"4/ $TTD cuts commission from advertisers. Its take rate has swung between XX and XX% since it became public. According to management's gross platform spend figures its take rate was around XXXX% last year"
X Link 2025-12-02T16:05Z 106.7K followers, 1764 engagements

"5/ $TTD growth has been spectacular so far. They grew revenues by XX% annually since 2020 while net income grew XX% in the same period affected by growth spending and dilution. This growth validates two things: - Demand for ads on the open internet. - Trade Desk's value proposition. This is just the beginning"
X Link 2025-12-02T16:05Z 106.7K followers, 1806 engagements

"6/ Advertising on the open internet is gaining ground. Walled gardens (Meta Google Amazon) lost X% market share to programmatic advertising on the open internet since 2021. This trend will continue to hold as time spent on the open internet is now double what people spend on walled gardens. The opportunity here for advertisers is just huge"
X Link 2025-12-02T16:05Z 106.7K followers, 1335 engagements

"7/ So why is the stock down XX% YTD There are two that are affecting growth: - Platform adoption. - Competition from major players. Let's start with the first one. $TTD rolled out its new DSP platform Kokai last year. Though the platform offers up to XX% lower cost per acquisition the customers didn't like the learning curve so adoption has been slower than expected. This led some advertisers to flee the platform while others cut spending"
X Link 2025-12-02T16:05Z 106.7K followers, 1494 engagements

"8/Kokai-related challenges are largely behind now The management expects near XXX% adoption by the end of this year. The company beating management's XX% growth expectation last quarter by X% shows that customer adoption and spend are ramping up"
X Link 2025-12-02T16:05Z 106.7K followers, 1218 engagements

"9/ Competition from major players. Amazon is rapidly expanding its DSP allowing its advertisers to go beyond Amazon's ecosystem. They recently announced a partnership with $NFLX which led to a XX% decline in $TTD shares as connected TV is the fastest growing channel for $TTD. However I believe competition is largely overblown for now. The data shows that $TTD market share remained stable despite concerns about the competition. I don't think this will drastically change anytime soon"
X Link 2025-12-02T16:05Z 106.7K followers, 1599 engagements

"10/ Valuation is attractive here. Even if we assume just XX% annual growth for the next X years $TTD will generate $XXX billion in revenue in 2030. Given that $META has XX% net margin in its ad business we can assume that $TTD will have a similar margin profile in maturity thus it'll generate nearly $X billion net income in 2030. Slap a conservative 20x exit multiple and we get a $XX billion business. It's currently valued at just $XX billion. I previously owned the stock and exited with a profit. I am thinking about getting back in at the current levels"
X Link 2025-12-02T16:05Z 106.7K followers, 4920 engagements

"This is why $NBIS $CRWV $CRWV is unduly leveraged at 7.4x Net Debt/EBITDA and XX% of its EBITDA goes to interest payments. Meanwhile the $NBIS net debt estimate for 2026 is $X billion and the EBITDA estimate is $XXX billion. This means that its Net Debt/EBITDA will be just over X which is acceptable. $NBIS is still attractive but I wouldn't touch $CRWV"
X Link 2025-12-02T19:08Z 106.7K followers, 20.9K engagements

"Big shift in AI is coming. $BN predicts that compute demand for AI training as a % of total AI compute demand will peak next year then the demand will shift to inference. This means that chips focused on efficient inference will take market share from $NVDA. They estimate that custom ASICs will make up a quarter of the installed chip base in 2035. This is the real $NVDA short thesis"
X Link 2025-12-03T07:31Z 106.7K followers, 43.6K engagements

"OpenAI's cumulative loss is projected to reach $XXX billion before it turns a profit in 2029. Anthropic however is projected to lose only one-seventh as much before turning profitable and it's already beating OpenAI in the enterprise market. What's wrong with OpenAI"
X Link 2025-12-04T17:02Z 106.8K followers, 9535 engagements

"3/ $AMZN isn't as exposed to OpenAI's business risk as other players. OpenAI has been a major driver of revenue for $MSFT since late 2022 and commitments from OpenAI make up a large part of the backlog. This means that Azure's growth will take a big hit if OpenAI fails. Amazon's AWS on the other hand isn't exposed to any concentration risk yet its growth is accelerating"
X Link 2025-12-08T16:32Z 106.7K followers, 2548 engagements

"4/ AWS acceleration will continue. SemiAnalysis expects that growth will reaccelerate to over XX% next year as Anthropic's two gigawatt-scale clusters reach full capacity. Even if we assume just XX% annual growth in AWS for the next X years this business will generate nearly $XXX billion in revenue. Assuming XX% net margin and 25x exit multiple we'll get a $XXX trillion market cap just from this segment"
X Link 2025-12-08T16:32Z 106.7K followers, 2089 engagements

"$NVO just announced very nice trial results for Amycretin. It delivered XX% weight loss in XX weeks in people with Type X diabetes while $LLY Tirzepatide delivers XX% in XX weeks. Meanwhile the stock is still where it was when Wegovy was launched in 2021. Long $NVO"
X Link 2025-11-25T12:58Z 106.8K followers, 77.6K engagements

"$OSCR The CEO targets $45-$55 stock price in 2026. Math is simple: XXX% net margin gets 0.5x sales multiple in insurance and X% gets 1x sales. For 2026 they're targeting $XX billion in revenue and X% net margin. It's doable given the ACA extension is coming. Long $OSCR"
X Link 2025-11-25T15:39Z 106.8K followers, 139.4K engagements

"$IBM CEO makes the no-nonsense case for the AI bubble. This is what I've been trying to explain for so long. The bubble isn't specifically about $NVDA or its accounting practices as Michael Burry would have it appear. It's an ROI problem. There's no way there'll be adequate ROI on the infrastructure buildout we're seeing today. It resembles the fiber-optic cable boom of the 2000s and remember that telecom companies never achieved meaningful ROI on those massive investments"
X Link 2025-12-02T14:06Z 106.8K followers, 56.5K engagements

"$NVO Several catalysts ahead. It is launching Wegovy in India. Its a huge market with over XXX million obese people. FDA is also expected to make a decision about oral Wegovy this month. Stock is still at 12x fwd earnings. Downside is limited upside is substantial"
X Link 2025-12-04T18:11Z 106.8K followers, 54.6K engagements

"Michael Burry posts Sell in January 2023. Two months later he says I was wrong to say sell. Now he says short $NVDA. Why wouldnt he say I was wrong to short Nvidia two months later His every sell signal has been wrong since literally like 2008"
X Link 2025-12-05T06:52Z 106.8K followers, 21.9K engagements

"This is just insane. Information technology now makes up XX% of the S&P XXX Energy on the other hand makes up just XXX% of the index despite being the real bottleneck in AI development. There is a massive opportunity in energy. $FLNC $CEG $BEP $ET $SEI $NEE"
X Link 2025-12-09T08:07Z 106.8K followers, 52.7K engagements

"$MELI is attractive now. Since 2020: - Revenues grew by XXX% - Net margin expanded by X% - Fintech revenue share grew from XX% to XX% Stock has been flat as its grown into its overvaluation. Its now trading at 35x EBIT on XX% growth. Why wouldnt $MELI work from here"
X Link 2025-12-10T16:31Z 106.8K followers, 39.1K engagements

"9. $NU - Largest digital bank in the world. - Growing extremely fast in Mexico and Colombia. - It has taken the first steps to expand into the US. It applied for a banking license in the US this year and appointed one of the Co-Founders as the CEO of the emerging US arm. It's still early but if it can get the banking license it can accelerate its entry to benefit from lower rates. Even excluding this prospect it'll benefit from a weaker USD as FX will turn into a tailwind since it generates most of its revenue in Brazilian Real"
X Link 2025-12-10T22:05Z 106.8K followers, 2161 engagements

"Eric Schmidt: We don't have enough energy for AI. Not a day goes by without someone at the frontiers of AI saying energy is the real bottleneck. Energy is the real AI play now. $FLNC $CEG $ET $NEE $SEI $BEP $TLN"
X Link 2025-12-11T13:24Z 106.8K followers, 25.8K engagements

"Sectors and stocks I like heading into 2026: Energy $FLNC $NEE $CEG $ET $SEI $BEP $TLN AI Infrastructure $NBIS $AMZN $AMD $ANET $SLNH Fintech $SOFI $PGY $INTR $UPST $NU $DAVE $CHYM Healthcare $UNH $OSCR $ELV $MOH $CNC $CI Insurance $LMND $HIPO $BRO $PGR $PLMR $CB What else are you watching"
X Link 2025-12-11T18:24Z 106.8K followers, 34.2K engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::978566222282444800",
      "creator_name": "MEXC_Official",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1919664587772944384/yLx45XhG_200x200.jpg",
      "creator_followers": 1665615,
      "creator_rank": 1,
      "interactions_24h": 6040079
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1988465685639380992/PNFNFL7O_200x200.jpg",
      "creator_followers": 228610965,
      "creator_posts": 1752,
      "creator_rank": 1,
      "interactions_24h": 1984861016
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1983681414370619392/oTT3nm5Z_200x200.jpg",
    "creator_followers": 229446055,
    "creator_rank": 6,
    "interactions_24h": 239042400,
    "topic_influence": [
      {
        "topic": "ai",
        "count": 179,
        "percent": 3.72,
        "rank": XX
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1763424000,
    "end": 1764115200,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": 1764112847
  },
  "data": [
    {
      "time": 1763424000,
      "followers": 307194,
      "interactions": 2055,
      "posts_active": 20,
      "posts_created": 1,
      "creator_rank": 174482
    }
  ]
}

Schema: