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@MichaelZero10 Avatar @MichaelZero10 Michael. Z

Michael. Z posts on X about business, level, $tmdx, and it the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXX% countries XXX% luxury brands XXXX% automotive brands XXXX%

Social topic influence business 21.74%, level 8.7%, $tmdx 8.7%, and it 8.7%, adobe inc 4.35%, $adbe 4.35%, adobe 4.35%, $6111m 4.35%, ai 4.35%, $5bn XXXX%

Top accounts mentioned or mentioned by @patientinvestt @serk1379079 @valuationedge_ @doolorosa @icnewer

Top assets mentioned TransMedics Group, Inc. Common Stock (TMDX) Adobe, Inc. (ADBE) Ferrari N.V. (RACE) Morgan Stanley (MS) DLocal Limited Class A Common Shares (DLO) Enphase Energy Inc (ENPH) Netflix Inc (NFLX) Shopify Inc (SHOP) Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) Advanced Micro Devices (AMD) UnitedHealth Group (UNH) Crowdstrike Holdings Inc (CRWD)

Top Social Posts

Top posts by engagements in the last XX hours

"$ADBE: Adobe Inc.πŸ€“ Tomorrow $ADBE reports Q4 2025 Results. Please find below Market Expectations (see Table below) : πŸ‘‡πŸ» - Revenue: $6111m up X% Y-o-Y; - EBITDA: 2984m XXXX% Margin; - Diluted EPS: $5.40; What are the Key Items to MonitorπŸ€” X Progress on AI monetization. In Q3 2025 while AI-influenced ARR has crossed $5bn $ADBE acknowledges that AI-first direct ARR is still a small portion of overall ARR meaning most of the growth so far comes from adding AI features to existing subscriptions rather than pure AI-only products. Therefore It would be great to see if $ADBE can monetize AI"
X Link 2025-12-09T22:44Z 5825 followers, XXX engagements

"🚨Morgan Stanley Downgrades $RACE πŸ‘€ Market Update:πŸ“‘ Morgan Stanley downgraded the Italian luxury Automaker to Equal-Weight from Overweight and cut its Price Target to $XXX from $XXX citing limited near-term upside potential as the business is focusing on brand preservation over volume growth. Indeed the downgrade reflects $RACE's strategic decision to strictly limit production through 2030 which Morgan Stanley views positively for long-term brand value but says will constrain near-term revenue expansion. According to Morgan Stanley $RACE is facing three key challenges: (i) medium-term"
X Link 2025-12-10T10:36Z 5825 followers, 1081 engagements

"$TMDX - Terumo to Acquire OrganOx😳 Please find below the details of this highly relevant Transaction.πŸ‘‡ X. Enterprise Value at $1.5bnβœ… An agreement has been reached for the acquisition of OrganOx a pioneering University of Oxford spinout transforming kidney and liver transplantation by Terumo a global medical technology company for $1.5bn. This transaction which is subject to regulatory and other approvals would be the largest acquisition of an Oxford University spinout to date and one of the most significant venture capital exits in UK university spinout history"
X Link 2025-08-26T19:47Z 5821 followers, 9877 engagements

"$DLO: Dlocal Limited Revenue in Nigeria is Booming😳 While $DLO has recently experienced a contraction in Egypt the business has benefitted from a surge in volume from Nigeria in Q3 2025 led by a deepening partnership with Y Combinator-backed fintech Grey. $DLO is currently dealing with different dynamics in Africa: a legacy business in Egypt being eroded by client internalization and macroeconomic shock and a burgeoning Other Africa Segment driven by cross-border payouts and high growth fintech partnerships. Headline numbers for the Africa & Asia region appeared sluggish revenue dropped 10%"
X Link 2025-11-26T00:25Z 5824 followers, 3057 engagements

"$HROW (+11%)😳 Investors have concerns on the current financial leverage of the Business. $HROW has a net debt balance of $175m. Nevertheless we think this amount of net debt is manageable. Indeed over the last few quarters Net Debt/EBITDA has dropped significantly as the business is growing and generating more margin. This multiple has declined from 7.5x in Q4 2024 to 3.7x in Q3 2025 (see below). Therefore we believe investors are overstating the risks associated to financial leverage of the business. It is commonly assumed among investors that 3x Net Debt/EBITDA is a sustainable level."
X Link 2025-12-03T17:54Z 5827 followers, 2691 engagements

"$ENPH is Gaining Momentum😳 $ENPH has introduced its new PowerMatch technology to the European market a software-driven advance designed to boost the usable output and efficiency of the companys IQ Battery 5P systems. The update available immediately via over-the-air download for grid-tied units fine tunes battery performance by dynamically adjusting power delivery to match real time household demand. $ENPH Stock is Up XX% over the last two weeks🟒 while $SEDG Stock is Down 7%πŸ”΄. Institutional Investors seem to prepare their portfolios for next year and believe adding $ENPH at current level"
X Link 2025-12-05T18:08Z 5824 followers, 1323 engagements

"Portfolio Update 11/29πŸ‘‡πŸ»πŸ‘€ $SHOP XXX% ($57.98)πŸ“¦// Up 174%🟒 $HIMS XXX% ($15.66)πŸ’Š// Up 140%🟒 $AMD XXX% ($112.6) πŸ’»// Up 71%🟒 $LVMH XXX% (516.95)πŸ‘œ// Up XX% 🟒 $NBIS XXX% ($27.41)πŸ§‘πŸ’»// Up 212%🟒 $TMDX XXX% ($56.97)πŸ’Ÿ// Up 125%🟒 $NFLX XXX% ($17.25)πŸ“Ί// Up 459%🟒 $ASML XXX% (667.67)πŸ§‘πŸ’»// Up 35%🟒 $UNH XXX% ($286.32)πŸ’Ÿ// Up 11%🟒 $CRWD XXX% ($221.27)πŸ”// Up 116%🟒 $CELH XXX% ($21.98)πŸ§ƒ// Up 66%🟒 $ENPH XXX% ($32.35) 🌞// Down 11%πŸ”΄ $DUOL XXX% ($189.35) πŸ§‘πŸŽ“// Up 1%🟒 $ELF XXX% ($72.68)πŸ’„// Down 6%πŸ”΄ $PALO XXX% ($145.09)πŸ”// Up 22%🟒 $DLO XXX% ($10.03)πŸ’³// Up 20%🟒 $TTD XXX% ($45.73)πŸ’»//"
X Link 2025-11-29T18:55Z 5826 followers, 5078 engagements

"Let me simply explain this. Revenue does not drive equity valuation. Indeed a business can generate significantly more revenue and still worth a penny. What matters in finance is how much cash the business can consistently generate over the long-term (Free Cash Flow). Businesses worth more because their generate more profits and free cash flow and it is not about revenue.πŸ€“"
X Link 2025-12-10T20:21Z 5825 followers, XXX engagements

"I think $JD valuation is low just because it is a Chinese business. Businesses based in China are often trading at discount to American/Western peers. Personally I don't touch Chinese Stocks as I want to invest in pure capitalistic countries such as the U.S UK Netherlands France etc. China has a different economic model and it makes things difficult to predict. πŸ€“"
X Link 2025-12-10T23:49Z 5824 followers, XXX engagements