[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@HatedMoats Avatar @HatedMoats Hated Moats Investor

Novo Nordisk ($NVO) is facing increased competition in the obesity drug market, with Eli Lilly ($LLY) announcing a price hike for its rival drug Mounjaro and pharmacies steering patients towards Novo Nordisk's Wegovy. Additionally, a new FDA report flagged contamination issues, including cat hair and bacteria, at Novo Nordisk's Bloomington plant. Meanwhile, investors are discussing and analyzing various stocks, including Adobe ($ADBE), ASML ($ASML), and others, with some highlighting their strong competitive advantages, or "moats".

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

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

Social topic influence $adbe #136, $nvo #20, $csuto #56, ai 10.42%, if you 6.25%, money 6.25%, $pypl #1862, constellation #245, $avgo #131, weight loss XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @wearycenturion @dividendtsar @gabgrowth @da54293 @satyachappidi @clarifinance @stocksqna @simoyw91 @youthofkanaan @deepicevalue @thestocksking @unusualwhales @amitisinvesting @investorjelle @williamr2rclub @grok @mindset4moneyx @novocainer @thebrilliantbu1

Top assets mentioned Adobe, Inc. (ADBE) Novo-Nordisk (NVO) PayPal Holdings Inc (PYPL) Broadcom, Inc. (AVGO) Salesforce Inc (CRM) Duolingo, Inc. Class A Common Stock (DUOL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Now Coin (NOW) Amazon.com, Inc. (AMZN) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) DLocal Limited Class A Common Shares (DLO) Metadium (META) Cameco Corporation (CCJ) Robinhood Markets, Inc. (HOOD) Rocket Lab USA, Inc. Common Stock (RKLB) Taiwan Semiconductor (TSM) CoreWeave, Inc. (CRWV) Microsoft Corp. (MSFT) IREN Limited (IREN) Bitcoin (BTC) New BitShares (NBS) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last XX hours

"Will you look at how disrupted $ADBE is EPS: $XXXX vs. $XXXX est. ✅ Revenue: $6.19B vs. $6.11B est. ✅ Double beat Will go for the whole earnings call and make a detailed post about it tomorrow"
X Link 2025-12-10T21:19Z 9053 followers, 6663 engagements

"Somebody tell $ADBE its stock is going the wrong way. :)"
X Link 2025-12-06T02:08Z 9053 followers, 8199 engagements

"@GabGrowth Solar roof (presented fake tiles 😂) Semi Optimus (actor in a suit 😂) battery swapping. Even "1M robotaxis by 2020" they just can't drop it for now since the majority of the current ridiculous valuation is tied to it"
X Link 2025-12-11T09:01Z 9053 followers, XXX engagements

"Here's the full analysis:"
X Link 2025-12-11T17:11Z 9053 followers, 1190 engagements

"Opportunity cost isn't a "trading" concept. It's a basic capital allocation concept. If you choose to keep money in an asset you're giving up whatever return you could've earned elsewhere with similar (or better) risk profile. That applies to long-term investing just as much as short-term trading. A stock being flat for X years might not bother you but it still has an opportunity cost. Ignoring it doesn't make it go away"
X Link 2025-12-11T21:28Z 9054 followers, XXX engagements

"This is what matters in $NVO. Not Alzheimer's long shot"
X Link 2025-11-25T13:25Z 8984 followers, 8868 engagements

"@Investor_Jelle @weary_centurion I don't think the diversification rule of thumb applies to individual stock picks but it's a matter of opinion. :)"
X Link 2025-12-09T21:25Z 8991 followers, XX engagements

"@william_R2Rclub Already did a $CRM analysis and while I agree Salesforce is nowhere close to XX% growth (anymore :). It's $NOW :)"
X Link 2025-12-10T06:22Z 9024 followers, XXX engagements

"@satyachappidi Wouldn't consider $AMZN a SaaS. :)"
X Link 2025-12-10T06:23Z 9023 followers, XXX engagements

"Revenue growth normalising from XX% to XX% on a $20B+ base isn't moat erosion. Adobe still has 90%+ retention industry-standard lock-in pricing power (and a double beat this quarter). At $20B+ revenue XX% is elite. Growth slowing in a matured company doesn't equal moat being gone. Moat is anything but gone in Adobe"
X Link 2025-12-10T22:36Z 8999 followers, XXX engagements

"3/ No Rule of Law In the West shareholder rights are protected by courts. In China the Communist Party sits above the law. Xi Jinping has consolidated more power than any leader since Mao. If the Party decides your party is over (business is a threat) it's over and there's nothing anyone in the West can do about it. Did I hear a lawsuit Who are you going to sue exactly The empty shell company you had a contract with a contract that no longer exists Or you'll go to a Chinese court complaining about the Party the court's direct boss Good luck with both of those options"
X Link 2025-08-31T12:03Z 9048 followers, 1549 engagements

"4/ History of sudden crackdowns 2021: Entire private tutoring industry banned from making profits. TAL & New Oriental lost XX% of their value. 2020: Ant Group's $34B IPO (the largest in history) was halted overnight. 2021: Didi was forced off app stores just days after its US IPO. Shareholder value can disappear literally overnight. And whatever happened to Jack Ma after he criticised the Party back in 2020"
X Link 2025-08-31T12:03Z 9048 followers, 1379 engagements

"3/ Recent Stock Performance & Market Sentiment $CSU.TO fell nearly XX% from the May 2025 high to about C$3700. X key drivers explain this wobble: a) Leadership change Founder Mark Leonard stepped down as President in late September 2025 for health reasons. Long time executive Mark Miller stepped in. As mentioned above the model is deliberately built to run without a central hero (decentralised) yet the psychology hit was real aynway. b) Noisy Q2 headlines As it usually goes. Net income fell XX% which some read as operational weakness. The drop was largely non cash though. A large FX"
X Link 2025-11-04T20:37Z 9048 followers, XXX engagements

"One could say this $ODD stock is not. behaving well. . you get it (the joke is Oppositional Defiant Disorder - ODD). (I do apologise.)"
X Link 2025-11-12T14:21Z 9050 followers, 1712 engagements

"It was a good move to wait out for our entry price for $CRM glad I was patient there. The position is up over XX% so far. Will the trend continue"
X Link 2025-12-07T12:52Z 9050 followers, 4043 engagements

"My view on $PYPL currently is quite well described by @weary_centurion here. I do believe the company (and its stock) will do well (enough) in the long run but all available facts suggest that "run" is getting longer and longer and the market still believes there will be no run to begin with. We can pat ourselves on the shoulders of dumb money analyses and how undervalued it is but opportunity cost is real and we're all in it to make money not to be eventually (partially) right to feed our egos. In this game the best loser wins. :) As a result I will most likely sell my (very) small position"
X Link 2025-12-08T14:56Z 9050 followers, 6672 engagements

"@DividendTsar @weary_centurion Might be a good idea to wait out till it actually takes off. If it ever will. :)"
X Link 2025-12-09T21:21Z 9050 followers, XX engagements

"@ClariFinance @weary_centurion I don't think guidance will be rosy based on already known facts and I assume $PYPL will be a dead name for majority of 2026 (as well)"
X Link 2025-12-09T21:23Z 9050 followers, XXX engagements

"@StocksQnA @grok That's cheating but grok got it right. :)"
X Link 2025-12-10T06:20Z 9046 followers, XXX engagements

"🚨Novo Nordisk $NVO is priced for failure but built for success. Here is my DCF analysis proving how undervalued it is.🧵 Margin of safety: XX% You will not find better asymmetric opportunity in the market right now and here's why 👇 Welcome to DCFriday #001 a thread.🧵"
X Link 2025-10-24T19:37Z 9050 followers, 46.7K engagements

"I'm buying $CSU.TO will make it up to X% of my portfolio instead of $DUOL which I'll keep at X% (deep DCF was not as convincing for DUOL as I thought it would be). CSU has stronger moat and the peculiar hate causing it going down is just noise. This company WILL do well"
X Link 2025-11-10T22:05Z 9050 followers, 12.6K engagements

"Stocks on sale I'm buying today: $NVO (sub 50) $ADBE (sub 230) $DLO (sub 13) $PYPL (sub XX lol) $CSU.TO (sub 2500) Seriously considering: $META $DUOL $NBIS Note that I'm buying smaller chunks in order to improve my cost basis. What stocks are you buying"
X Link 2025-11-18T16:32Z 9049 followers, 9063 engagements

"My biggest winners YTD: $GOOGL $CCJ $ASML $AVGO $RKLB $TSM $HOOD Losers coming next. :) What's your biggest winner this year"
X Link 2025-12-02T15:07Z 9050 followers, 4083 engagements

"Deep dive loading. A SaaS giant yet still growing XX% a year with 30%+ FCF margins and a fortress balance sheet. Its workflow moat keeps widening yet the stock is XX% below its highs. This one's easy to gues but which stock do you think it is"
X Link 2025-12-09T21:19Z 9049 followers, 9355 engagements

"🧵A company owning 1000+ niche leaders down -XX% from ATH. Market is afraid of AI disruption in Constellation Software $CSU.TO (hi $ADBE). Our analysis says moat is intact & stock is mispriced. Here is why the market is yet again wrong and why I bought.👇🧵 Part 1/3"
X Link 2025-11-04T20:37Z 9051 followers, 25.1K engagements

"Deep Dive: Constellation Software Part 3/3 🧵 Does $CSU.TO have an actual moat If so how strong it is How likely will it outperform broad market in the next X years and what's my conclusion and final verdict on this company Let's find out A thread. 👇🧵"
X Link 2025-11-06T20:11Z 9051 followers, 3493 engagements

"(3/15) Comparison to Peers $NBIS CoreWeave ( $CRWV) and $IREN all live in the "AI infra / neocloud" bucket but they are very different bets. CoreWeave is the current scale king with multi-billion revenue backlog and hyperscaler demand. It is however also heavily levered with enormous capex needs. IREN has reinvented itself from green $BTC miner to AI host anchored by a huge $MSFT deal yet its business is still partly tied to crypto cycles and client concentration risk is high. Nebius sits between them in size but is arguably in the sweetest spot. It is growing fastest (triple-digit revenue"
X Link 2025-11-20T12:46Z 9052 followers, XXX engagements

"(4/15) Recent Stock Performance & Market Sentiment $NBS has already lived a full market cycle in under a year. After relisting on Nasdaq and trading in obscurity the stock was pulled into the 2025 AI mania once $NVDA disclosed a stake and Nebius started printing triple-digit growth with multi-billion contracts. Shares rocketed into the $140s by Oct' XX then fell 3035% in a month including a XX% post-Q3 flush landing in the mid-$80s by mid-November and erasing much of the AI frenzy premium. The sell-off was triggered by a small Q3 revenue miss versus lofty expectations and management doubling"
X Link 2025-11-20T12:46Z 9049 followers, XXX engagements

"🚨 Novo News $NVO is taking CagriSema to school. A 460-child 97-site global trial starts in January. The News A US registry shows Novo Nordisk will run a late-stage CagriSema study in children and adolescents as young as eight across sites in the US China and Europe. The main readout tracks BMI change over XX weeks with an extension of up to X years. Arms include CagriSema cagrilintide semaglutide and placebo giving a clean head-to-head inside one protocol. Reuters reports a planned January 2026 start and XXX participants at XX centres. (My MD/investor context: adult CagriSema data have"
X Link 2025-12-03T14:13Z 9052 followers, 11.2K engagements

"Making friends on X: Part X Turns out seemingly lucid "Deep Value Investing" doesn't really know what "investing" means. This one's a bit surprising since neither shallow engagement farming nor emotional personal attacks were typical for this user. Tagging lots of tickers in a post isn't the problem making deliberately questionable claims and then doubling down on them is. However apparently it's a good riddance because this user is clearly experiencing the high of Dunning-Kruger effect is unable to have a factual conversation without personal attacks and I'm really not interested in seeing"
X Link 2025-12-11T08:48Z 9053 followers, 2960 engagements

"@simoyw91 @Mindset4Money_X There's no free money in stock market but $ADBE still appears a good risk/reward gig. :) good luck with it"
X Link 2025-12-11T10:55Z 9054 followers, XX engagements

"Not sure you follow the point of the post. It's not about investment philosophy or strategy and even if it was a discussion can be led respectfully. Making posts of "if you don't do this then you insert a claim with negative connotation" - 'have skill issue' in this case is wrong generally especially in finance world. Funnier and rather pathetic if the one claiming it is projecting own skill issues"
X Link 2025-12-11T11:12Z 9054 followers, XX engagements

"@YouthOfKanaan Thank you Valid concern but I still believe Adobe will deliver in a "good enough" category. 2026 will show how it'll do and I'm looking forward to it. :)"
X Link 2025-12-11T17:10Z 9053 followers, XXX engagements

"I don't believe you need to predict 1-year moves for opportunity cost to matter. Long-term investors should still compare where their capital is expected to compound most effectively over time. If you assume markets aren't efficient then opportunity cost matters even more because misallocation has a higher penalty don't you think :) Uncertainty doesn't erase opportunity cost it's part of why we (should) evaluate alternatives in the first place"
X Link 2025-12-11T21:45Z 9054 followers, XXX engagements

"@DeepIceValue Sincr even I know now what a ragebait is putting $GOOGL & $ASML there is definitely one. Good job :)"
X Link 2025-12-09T22:05Z 9053 followers, 5485 engagements

"🚨 Novo closed Akero - my thoughts. The News Novo Nordisk ( $NVO) completed the purchase of Akero Therapeutics paying $XX per share in cash plus a non-transferable $X CVR tied to US approval of efruxifermin for compensated cirrhosis due to MASH. Akero is now a wholly owned subsidiary and its stock will be delisted from Nasdaq. The CVR pays only if full US approval is secured by June XX 2031. Efruxifermin is an FGF21 analogue now in Phase X across the SYNCHRONY program. The Phase 2b HARMONY and SYMMETRY trials reported meaningful fibrosis improvements including regression signals even in F4"
X Link 2025-12-10T19:24Z 9053 followers, 7280 engagements

"I just read all XX pages of Adobe's Q4 FY25 reports so you don't have to. AI disruption remains nowhere to be seen. AI actually drives more and more revenue. Here's why the most popular bear case is dead & X key takeaways from $ADBE's earnings. 👇🧵"
X Link 2025-12-11T16:15Z 9053 followers, 18.9K engagements

"$AVGO Revenue: $18.02B (EST $17.47B) ✅ EPS: $XXXX (EST $1.87) ✅ That's the way we're rock'n'rolling and somebody please finally replace $TSLA with this babe I'm Mag7 thank you 🙏"
X Link 2025-12-11T21:23Z 9053 followers, 1377 engagements

"🚨 Novo News - EMA just handed $NVO a bigger hammer Wegovy XXX mg is one European Commission signature away with XXXX% average weight loss on the label pitch. The News Novo said the EMA's CHMP issued a positive opinion for Wegovy semaglutide XXX mg based on the STEP UP and STEP UP T2D programme. In STEP UP adults with obesity without diabetes lost XXXX% body weight at XX weeks on XXX mg versus XXXX% on the current XXX mg dose and XXX% on placebo. About X in X hit at least XX% weight loss on XXX mg. Novo said safety and tolerability were consistent with the XXX mg dose and that most weight"
X Link 2025-12-12T14:51Z 9053 followers, 11.3K engagements

"Market I don't know what you think you're doing but stop this. Right now. $AVGO"
X Link 2025-12-12T18:07Z 9053 followers, 2212 engagements