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@TacticzH Avatar @TacticzH TacticzHazel - Value Investing

Novo Nordisk ($NVO) is grabbing attention with multiple discussions around its undervaluation, growth prospects, and strategic moves, including an extraordinary general meeting to elect new board members and a deal to acquire an antibody in development for rare blood and kidney disorders. Additionally, the company is facing challenges, such as a FDA inspection classification for its Indiana plant and a restructuring plan to cut XXXXX roles. Its stock appears to be one of the favorites among investors, alongside ASML ($ASML) and Taiwan Semiconductor ($TSM).

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Followers: XXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks #5743 cryptocurrencies XXXX% technology brands XXXX% countries XXXX% currencies XXX% fashion brands XXX% automotive brands XXX%

Social topic influence $nvo #18, $krknf 6.02%, $png 6.02%, png 6.02%, $lly #28, $dlo 4.82%, $asml 4.82%, asml 4.82%, $hims #83, ceo XXXX%

Top accounts mentioned or mentioned by @investingvisual @sojustfollowme @gabgrowth @aravind6682877 @smartfinapp @boersenwunder @theraymyers @researchpulse1 @grok @valuationedge_ @discountedbtc @runyourlegacy @spectecial @amp0623 @m1nvest @billrhine @rjccapital @frameworkwisely @wealthyreadings @deepicevalue

Top assets mentioned Novo-Nordisk (NVO) Pangolin (PNG) Eli Lilly and Company (LLY) DLocal Limited Class A Common Shares (DLO) Hims & Hers Health, Inc. (HIMS) TransMedics Group, Inc. Common Stock (TMDX) S&P Global Inc (SPGI) Amazon.com, Inc. (AMZN) Sea Limited (SE) UnitedHealth Group (UNH) MercadoLibre Inc (MELI) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Strategy (MSTR) NVIDIA Corp. (NVDA) IREN Limited (IREN) Texas Pacific Land, Corp. (TPL) On Holding AG (ONON) Nike Inc (NKE) Lululemon Athletica Inc (LULU) Upstart Holdings, Inc. Common stock (UPST) AdShares (ADS) Adobe, Inc. (ADBE) Oscar Health, Inc. (OSCR) Grab Holdings Limited Class A Ordinary Shares (GRAB) Robinhood Markets, Inc. (HOOD) Advanced Micro Devices (AMD) Palantir (PLTR) Opendoor Technologies Inc Common Stock (OPEN) RAI Finance (SOFI) Tesla, Inc. (TSLA) Rigetti Computing, Inc. Common Stock (RGTI) BITMINE IMMERSION TECH (BMNR) Taiwan Semiconductor (TSM) Mastercard, Inc. (MA) Meta Platforms, Inc. (META) Axon Enterprise, Inc. (AXON) Moody's Corporation (MCO) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Metadium (META) Johnson & Johnson (JNJ) AbbVie Inc (ABBV) Bristol-Myers Squibb Co (BMY) ZetaChain (ZETA) Micron Technology, Inc. (MU) Brookfield Corporation (BN) Nebius Group N.V. Class A Ordinary Shares (NBIS)

Top Social Posts

Top posts by engagements in the last XX hours

"Is the bottom finally in $NVO"
X Link 2025-12-10T20:55Z 31K followers, 26.1K engagements

"I'm really struggling to find any clear undervalued companies in the market right now. Some companies I still like around these levels: $NVO $DLO $SPGI and maybe $AMZN. What companies are you looking at/buying right now"
X Link 2025-10-28T09:11Z 31K followers, 73.9K engagements

"$KRKNF $PNG My Kraken Robotics ''deep dive'' is ready. I'll be releasing it in a couple of hours I've put deep dive in quotations as this is a first-look into the company. It's not as extensive as my $NVO and $ASML deep dives as I still need to do more research. But I think this is a good place to start for people interested in the company. I will post it in the usual place which you can access through the link in my bio"
X Link 2025-11-16T09:51Z 31K followers, 30.3K engagements

"$KRKNF $PNG - Kraken Robotics Deep dive is live 🚨 I have just posted my deep dive on Kraken Robotics on my SS. This company has been getting a lot of praise on X and other social media outlets so I wanted to find out what the fuzz was about. My deep dive is a proper first look into this growth machine. Go check it out and let me know what you think It's definitely worth your time I look forward to feedback from the Krakheads Any like share comment or follow truly helps me out. These deep dives take a lot of work so all help is truly appreciated 🔗Link in my bio and in the comment section"
X Link 2025-11-16T14:28Z 31K followers, 33K engagements

"Fantastic deep dive on Kraken Robotics. $KRKNF $PNG. Very detailed well researched and easy to read. Completely free too Check it out"
X Link 2025-11-20T21:16Z 31K followers, 9000 engagements

"Quiet day in the market so you have time to do some research Check out this great deep dive on a company most people don't know Texas Pacific Land $TPL Daniel is a great writer and he does some excellent research. Definitely worth a read and be sure to check out his other deep dives as well. He surely deserves more followers here on X and on SS"
X Link 2025-11-27T15:00Z 31K followers, 40.2K engagements

"@GabGrowth Gonna read that this weekend Been meaning to do some more research on $SE but never got around to it. This piece might help :D"
X Link 2025-11-28T13:26Z 31K followers, 1039 engagements

"Big news from $KRKNF / $PNG - Kraken Robotics Kraken Robotics Announces $12M in orders for their SAS and Seapower Subsea Batteries Orders have been placed by multiple organizations including Teledyne Marine Terradepth and two navies from NATO member countries. CEO Greg Reid on the end of the year: As we near the end of the calendar year we are seeing many expected orders coming through before budgets reset including two new SeaPower battery customers Clients are from both defense and commercial organizations highlighting how Krakens dual-use technology is critical across a variety of"
X Link 2025-12-02T12:26Z 31K followers, 5505 engagements

"$ASML X% off it's all-time high after a fantastic half year. Let your winners run. If I had to choose one stock to apply that to it would be $ASML"
X Link 2025-12-03T08:43Z 31K followers, 11.5K engagements

"🚨Ozempic Launch in India soon 🚨 $NVO Novo Nordisk will introduce Ozempic in India within the next few weeks aiming to take a strong position in the India's rapidly expanding market for weight and diabetes treatments Novo received import approval in September and has stated that pricing will be adjusted to suit the price-sensitive Indian market. The launch comes as Eli Lilly currently dominates the Indian market with its drug Mounjaro and ahead of the expiration of the Semaglutide patent in 2026 which will pave the way for generic alternatives. India has XXX million people with type-2"
X Link 2025-12-04T08:28Z 31K followers, 20.5K engagements

"$NVO shares rose about X% today after Berenberg stated that the stock deserves a higher valuation. They maintain their buy rating with a target price of DKK400 still about XX% upside from today's price. Berenberg noted that at current price levels Novo Nordisk's pipeline is being valued very conservatively. They also indicated its own willingness to pay a higher premium for the company citing Novo Nordisk's "strong track record of R&D returns"
X Link 2025-12-05T12:13Z 31K followers, 12K engagements

"@amp0623 @JacobWalkerQ1 Not a bad idea but I would personally like $TMDX over $LVMH"
X Link 2025-12-05T15:46Z 31K followers, XXX engagements

"Another competitor for $NVO and $LLY Structure Therapeutics weight loss pill Aleniglipro showed weight loss of up to XXXX% after XX weeks of treatment in a mid-stage study. Another study exploring higher doses of Aleniglipron showed weight loss of up to XXXX% at XX weeks In comparison: Oral Wegovy showed XXXX% weight loss after XX weeks and. Lilly's Orforglipron resulted in average weight loss of XXXX% at the highest dose after 72weeks FDA approval only expected in 2029/2030 while Novo and Lilly will likely release their pill in 2026"
X Link 2025-12-08T14:01Z 31K followers, 10.5K engagements

"🚨 $NVO has completed the acquisition of Akero 🚨 Novo Nordisk has acquired all outstanding shares of common stock and common stock equivalents of Akero for XX USD per share in cash Main reason for the acquisition: promising phase X FGF21 analogue to expand MASH portfolio Novo Nordisk has acquired all outstanding shares of common stock and common stock equivalents of Akero for XX USD per share in cash. If EFX get regulatory approval (treatment of compensated cirrhosis due to MASH) all shareholders are entitled to another $X per share"
X Link 2025-12-09T14:15Z 31K followers, 17.4K engagements

"@SoJustFollowMe That's deep. 😊 You think the current PE is justified though"
X Link 2025-12-09T20:47Z 31K followers, 1360 engagements

"Jimmy Investor is one of the best writers on SS that I know. He does great research and has a very unique and nice writing still. Unfortunately still quite unknown on X. Check out his great write-up on $ONON and be sure to give him a follow here Very crowded but interesting space with $NKE and $ADS. I guess all depends on when you open your position with these companies"
X Link 2025-12-10T11:59Z 31K followers, 14.8K engagements

"Love this post Did you mention the Dunning-Kruger effect in your paper as well I think overall the mental aspect of investing is still very much overlooked. It all seems so easy until you really experience it and are affected by all the news fomo and bad days. Would love to get access to the whole paper These things always end up on a dirt-pile somewhere without getting the reach all the hard work deserves"
X Link 2025-12-10T14:39Z 31K followers, XXX engagements

"@WealthyReadings I honestly have no idea how much of it contributes to $HIMS revenue. But if its not much what the hell is $NVO complaining about then 😜"
X Link 2025-12-10T18:37Z 31K followers, 1218 engagements

"@Mindset4Money_X So what can make $ADBE go ballistic now"
X Link 2025-12-10T20:36Z 31K followers, XXX engagements

"@TheRayMyers Where did you get the weight loss effectives for both oral pills I found different numbers I think Nice overview though you made it"
X Link 2025-12-10T20:39Z 31K followers, XXX engagements

"@ResearchPulse1 @TheRayMyers Thanks I see you're also quite the $NVO enthusiast. Gave you a follow"
X Link 2025-12-10T21:05Z 31K followers, XXX engagements

"$NVO does not deserve to trade at a forward PE of just XX. A simple rerating to a more fair forward PE of XX would push the price to $XX (50% upside). What do you think is the fair PE for a company like Novo"
X Link 2025-12-09T20:41Z 31K followers, 28.7K engagements

"@daniel_koss The free versions are all I need to be honest. I dabble and switch between Perplexity Gemini and ChatGPT for whichever thing I'm looking for :D"
X Link 2025-12-12T14:44Z 31K followers, XXX engagements

"Which company do you think is the best buy right now - $UNH at $XXX - $ASML at XXX - $OSCR at $XXXXX - $DLO at $XXXXX - $GRAB at $XXXX - $MELI $2362 - $AMD at $XXX - $HIMS at XXXXX - $ASTS at $XXXXX - $HOOD at $104.85"
X Link 2025-07-27T20:09Z 31K followers, 235.6K engagements

"This deserves a spot in the hall of shame top XX. $PTEC $EVO"
X Link 2025-10-21T11:07Z 31K followers, 5279 engagements

"Kraken Robotics $KRKNF/ $PNG Deep-dive almost ready Kraken Robotics is a company that's been getting a lot of praise here on X. While it's not the typical company I would invest in I thought it would be interesting and educational to learn more about them. I will share my first look into the company soon on my SS. I hope to have it ready within a few days 🔗Link in my bio as usual. One thing I still kinda struggle with is valuation. I see revenue target above $2B for 2030 which seems awfully bullish but is it realistic Looking to get any feedback on that. Cause I think anything in between"
X Link 2025-11-08T12:35Z 31K followers, 25.9K engagements

"$NVO - Stock price will always follow EPS"
X Link 2025-11-28T07:54Z 31K followers, 213.3K engagements

"Is $DLO one of the easiest buys in the market now The stock is still down about XX% after a great Q3 earnings report. Main worries: declining (net)take rate and margin pressure. However TPV volume is still growing XX% YoY and XXXX% QoQ. That's the 5th quarter in a row that growth accelerated The CEO Pedro Arnt has said many time before that the focus is on growing TPV and not on margins and take rate consolidation. I quote from the september earnings call: TPV growth should offset compression sufficiently so that gross profit dollars growth is very healthy. And then the natural operational"
X Link 2025-11-28T16:06Z 31K followers, 9519 engagements

"Why I still think: $SOFI is not a buy right now $PLTR is not a buy right now $TSLA is not a buy right now $ASTS is not a buy right now $RGTI is not a buy right now $HIMS is not a buy right now $OPEN is not a buy right now $BMNR is not a buy right now ( $MSTR too) The risk/reward is simply not where you want it to be right now. A lot of growth names are on the pricey side and have had their run-ups in the last few months and years. Can they still do well Yes. But to me $HIMS is the perfect example of what happens when we see a re-rating to normal levels. Even though this bull-market seems far"
X Link 2025-11-29T10:59Z 31K followers, 270.3K engagements

"I just posted my Portfolio update for the Month November Still sitting at a comfortable XXXXX% YTD even though this month was far from great with almost a X% loss. What you can expect in my portfolio updates: ✅All buys and sells ✅Portfolio return compared to benchmarks ✅Sentiment-list for all stocks in my portfolio ✅My thoughts on all companies I hold ✅Watchlist Go check it out and let me know what you think 🔗You can find it in the usual place and via the link in my Bio"
X Link 2025-11-30T13:12Z 31K followers, 23.7K engagements

"$MSTR is the biggest scam in the stock-market right now. And it is happening right under everyone's eyes. I can't wait till this shitshow collapses even further"
X Link 2025-12-02T10:09Z 31K followers, 34.5K engagements

"Waiting for $NVO's shares to drop XX% after the FDA approval of Oral Wegovy"
X Link 2025-12-02T15:31Z 31K followers, 65.8K engagements

"If I had $1.000.000 to built a equally weighted portfolio with only large-MOAT companies it would look like this: - $ASML ASML - $TSM Taiwan Semiconductor - $GOOGL Alphabet - $V Visa - $MA Mastercard - $TMDX Transmedics - $META Meta Platforms - $AXON Axon Enterprise - $AMZN Amazon - $FFX Fairfax Financial - $SPGI S&P Global - $MCO Moody's Corp - $NVDA Nvidia - $MSFT Microsoft - $FICO Fair Isaac Corp Agree What would you change"
X Link 2025-12-05T15:37Z 31K followers, 89.1K engagements

"The Healthcare sector remains unloved and unwanted. If I had $1.000.000 to spend on a healthcare portfolio it would look like this: $XXXXXXX $NVO - Novo Nordisk $XXXXXXX $LLY - Eli Lilly $XXXXXXX $UNH - UnitedHealth Group $XXXXXXX $TMDX - TransMedics $XXXXXXX $PME - Pro Medicus $XXXXXX $BMY - Bristol-Myers Squibb Co $XXXXXX $JNJ - Johnson & Johnson $XXXXXX $ABBV AbbVie Inc $XXXXXX $TEM - Tempus AI $XXXXXX $ROG Roche Agree What would you change or add"
X Link 2025-12-05T18:30Z 31K followers, 126.4K engagements

"$ZETA has grown to be a popular stock in the last half year also fueled by the great research @wealthmatica (also known as Mr $ZETA) has done on the company I dont know how but he has managed to land an interview with the CEO David Steinberg. This will be a must watch for anyone interested in $ZETA. Go check it out"
X Link 2025-12-06T06:35Z 31K followers, 9247 engagements

"@GabGrowth Still flying under a lot of people's radar but $DLO is such a great opportunity. Working on a deep dive myself now hope to finish it this month"
X Link 2025-12-10T11:59Z 31K followers, XXX engagements

"Oral Wegovy / Semaglutide is expected to get FDA arpproval BEFORE the end of the year. So how does Novo Nordisk's oral drug compare to Eli Lillys I just wrote an article in which I break down all the test results and how both oral pills compare to each other. Check it out and let me hear your thoughts 🔗 Link in my bio and in the comment section. Free to read"
X Link 2025-12-10T14:34Z 31K followers, 15.6K engagements

"Link to $NVO $LLY oral pill comparison:"
X Link 2025-12-10T14:35Z 31K followers, 17.3K engagements

"If this bill passes: RIP: $HIMS Bullish: $NVO $LLY"
X Link 2025-12-10T15:30Z 31K followers, 51.9K engagements

"$LLY - $NVO Eli Lilly announced positive topline results for it's Triple-G drug Retatrutide. In the TRIUMPH-4 trial (first Phase X trial) they tested 9mg and 12mg doses. - The 9mg showed XXXX% weight reduction at XX weeks - The 12mg showed XXXX% weight reduction at XX weeks Another noteworthy positive side-effect was a significant reduction of about XX% in knee pain. X more additional Phase X readouts are expected to be presented in 2026. Additional results from the TRIUMPH program which include a maintenance dose of X mg in addition to the X mg and XX mg doses tested in this trial are"
X Link 2025-12-11T12:56Z 31K followers, 9019 engagements

"I'm really fighting with myself today. I've been experiencing some serious $IREN FOMO for the last couple of weeks. The smartest people that I know on X all really like it. But I have yet to truly dive in deep myself. I just know the basics. But this dip seems like a great ''buy first analyze later'' opportunity. Can anyone point me to: good easy-to-understand write-ups I should check out before I get in the nitty-gritty stuff from the likes of @Agrippa_Inv"
X Link 2025-12-11T15:07Z 31K followers, 43K engagements

"@SixSigmaCapital Agree probably a slow grind upwards for $NVO as we see a rerate to a more sensible valuation"
X Link 2025-12-12T08:11Z 31K followers, 1333 engagements

"🚨 $NVO - Ozempic almost for FREE in India 🚨 Today Novo Nordisk launched Ozempic in India pricing the XXXX mg dose at only $XXXXX per week Ozempic will be sold in pen format in XXXX mg XXX mg and X mg doses. Monthly prices are 8800 rupees ($9731) for XXXX mg 10170 (11246) rupees for XXX mg and 11175 ($12356) rupees for X mg Semaglutide generics are likely to come to the market at about half the above price as Novo's patent expires next year. I also feel Novo had no choice but to really cut prices else they would have to expect weak accessibility and interest"
X Link 2025-12-12T10:17Z 31K followers, 17.9K engagements

"@investseekers Let's see how this goes if there is one thing I learned this last year with $NVO: things can change in a heartbeat. For better or worse"
X Link 2025-12-12T10:31Z 31K followers, 1213 engagements

"@DeepIceValue Seeing $MU en $BN in that mix is quite unique :D"
X Link 2025-12-12T12:30Z 31K followers, 2247 engagements

"🚨 $NVO - GOOD news for Novo Nordisk 🚨 The EMA issued a ''positive opinion'' for a new Wegovy XXX mg dose advancing its availability in the European Union. This ''positive opinion'' means the new Wegovy option at 7.2mg could be available early in 2026 pending the EC's final approval. In the related STEP UP trials people with obesity (and without diabetes) taking Wegovy XXX mg lost an average of XXXX% body weight at XX weeks; one in three people achieved XX% or more weight loss. Semaglutide XXX mg is currently still under review in the US UK and several other countries"
X Link 2025-12-12T14:21Z 31K followers, 12K engagements

"@InvestingVisual That revenue chart would suggest otherwise tbh"
X Link 2025-12-12T17:05Z 31K followers, 1904 engagements

"@InvestingVisual Who is the Queen Great visual That $NVDA cash flow"
X Link 2025-12-13T18:11Z 31K followers, 1769 engagements

"Dont be fooled by price action. $NBIS: $XXX -- $XX $IREN $XX -- $XX $SE: $XXX -- $XXX $MELI: $2650 -- $2000 $CSU: 5300CAD -- $3300 Nothing changed. Just the narrative. Just the sentiment. Still quality companies. Only cheaper"
X Link 2025-12-14T09:59Z 31K followers, 18.3K engagements