[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.]

@nataninvesting Avatar @nataninvesting Natan

Natan's portfolio has reached an all-time high, up XX% year-to-date, outperforming the S&P XXX. His top holdings include Pinduoduo ($PDD), Transmedics ($TMDX), and Alibaba ($BABA), with recent additions like Procept Bionics ($PRCT). He remains bullish on healthcare and Chinese stocks, citing opportunities in biotech, medtech, and e-commerce.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXX%

Social topic influence $pdd #1, $pypl #178, $tmdx #2, $baba #2, $hood #35, $prct #1, $regn #1, pinduoduo #2, meta #2403, alibaba #106

Top accounts mentioned or mentioned by @masayoshisson @intrlq @investingbygenz @drfager @adamomancino @toyotabladerun1 @juanpab62669223 @longrivercm @immer172 @johnnybeseen @crisronalssi @arvind881161 @bencockmanx @dissectmarkets @sianarun @pharmainvestfox @ld04dumoulin @vulcanmk5 @evpr34895 @convexdispatch

Top assets mentioned PayPal Holdings Inc (PYPL) TransMedics Group, Inc. Common Stock (TMDX) Alibaba Group (BABA) Robinhood Markets, Inc. (HOOD) PROCEPT BioRobotics Corporation Common Stock (PRCT) Regeneron Pharmaceuticals Inc (REGN) Metadium (META) Meta Platforms, Inc. (META) Hims & Hers Health, Inc. (HIMS) Edwards Lifesciences Corp (EW) Moderna Inc (MRNA) UnitedHealth Group (UNH) Oscar Health, Inc. (OSCR) Novo-Nordisk (NVO) Bristol-Myers Squibb Co (BMY) Pfizer, Inc. (PFE) Johnson & Johnson (JNJ) CRISPR Therapeutics AG (CRSP) Bitcoin Gold (BTG)

Top Social Posts

Top posts by engagements in the last XX hours

"@gustavoeuf In my opinion it is looking at margins growth potential and track record"
X Link 2025-01-27T17:01Z 35.6K followers, XXX engagements

"I absolutely need to short this thing. $HIMS I'll do it at $70"
X Link 2025-10-16T11:17Z 35.6K followers, 143.3K engagements

"The market is down just X% from the highs but it feels like a way bigger dump. A bunch of stocks are down 2030% and some have even crashed 50%+ from their recent peaks. What's your favorite opportunity right now"
X Link 2025-11-17T20:48Z 35.6K followers, 248.2K engagements

"The CEO of $TMDX bought more shares yesterday I guess he agrees with my valuation model 😉👇🏻 PRICE TARGET: $XXX POTENTIAL UPSIDE: +80% ✅ ASSUMPTIONS: LTM Revenue: $0.566B 5Y Revenue CAGR: XX% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 0.0407B Shares dilution: 2%/year VALUATION: Q3 2030 $TMDX SHARE PRICE = XXXXX * (1.23)5 * XXXX * XX / XXXXXX * (1.02)5 = 340$ You can now choose the discount rate that you prefer for Transmedics I want to use XX% ACTUAL PRICE: $XXX FAIR VALUE: $XXX PRICE TARGET (1Y): $XXX POTENTIAL UPSIDE: +80% EXPECTED RETURNS: 23.2%/year DIVIDEND YIELD: -"
X Link 2025-11-19T12:47Z 35.6K followers, 11.3K engagements

"$PDD IS A BIG OPPORTUNITY 👇🏻 PRICE TARGET: $XXX -- $XXX POTENTIAL UPSIDE: +79% ✅ "Pinduoduo remains one of the markets most misunderstood names. Q3 report was better than my expectations still deeply undervalued." ASSUMPTIONS: LTM Revenue: $58.131B ( / = .) 5Y Revenue CAGR: XX% 2030 Profit Margin: XX% 2030 PE Ratio: XX Shares outstanding: 1.488B Shares dilution: 1%/year VALUATION: Q3 2030 $PDD SHARE PRICE = XXXXXX * (1.12)5 * XXXX * XX / XXXXX * (1.01)5 = $XXX You can now choose the discount rate that you prefer I use 13%. ACTUAL PRICE: $XXX FAIR VALUE: $XXX PRICE TARGET: $XXX POTENTIAL"
X Link 2025-11-21T21:16Z 35.6K followers, 12.2K engagements

"$BABA Q3 Revenue up X% Y/Y XX% ADJ Q3 EPS down XX% Y/Y Q3 REVENUE GROWTH BY SEGMENT: 🟡 China commerce: up XX% Y/Y driven but quick commerce (+60%). CM grew XX% solid but competitors like $JD and $PDD are gaining market shares. 🟠 International: up XX% Y/Y I expected more growth temu is doing better. 🟢 Cloud group: up XX% Y/Y impressive result we can hope a 35%+ growth in Q4. 🟡 Other Businesses: down XX% Y/Y disposal of Sun Art and Intime businesses. Q3 ADJ EBITA MARGIN BY SEGMENT: 🟠 China commerce: XX% -- X% instant delivery is strongly impacting the segment margin it should partially"
X Link 2025-11-26T13:09Z 35.6K followers, 11.1K engagements

"One of the best companies in the world yet priced as if it were a declining business. I remain extremely bullish on $PDD"
X Link 2025-11-27T18:17Z 35.6K followers, 17.6K engagements

"Natan YTD: +55.9% S&P500 YTD: +16.8% TOTAL RETURNS (Jan 2022) Natan's portfolio: +135.3% *Benchmark: +46.7% S&P500: +50.7% MY POSITIONS: XXXX% Transmedics $TMDX XXXX% Pinduoduo $PDD XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Procept BioRobotics $PRCT XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% Meta Platforms $META XXX% Wizz Air $WIZZ XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link 2025-12-06T13:00Z 35.6K followers, 13.7K engagements

"My China allocation has dropped to XX% mostly because of my increasing exposure to US Healthcare. Still Id be perfectly comfortable running a much higher allocation. For now being fully invested Ill simply stick with my existing positions in $PDD and $BABA"
X Link 2025-12-09T13:07Z 35.6K followers, 8979 engagements

"@crisronalssi Ahahah it's edwards lifesciences 😂"
X Link 2025-12-11T22:22Z 35.6K followers, XXX engagements

"@Arvind881161 Yeah don't worry fair question for example on Regeneron I'm up XX% Procept I'm up X% Wizz XX% all red YTD but not for me because of better entry points. Companies like Robinhood Transmedics and Alibaba mainly contributed to the total YTD performances"
X Link 2025-12-13T13:26Z 35.6K followers, XXX engagements

"@masayoshisson I don't see any macro issue GMV is growing double digit"
X Link 2025-12-17T18:52Z 35.6K followers, XXX engagements

"@masayoshisson Yeah but if you look at online retail sales the growth rates are far higher"
X Link 2025-12-17T19:18Z 35.6K followers, XX engagements

"@investingbyGenZ Alibaba JD meituan Amazon meli coupang"
X Link 2025-12-17T19:48Z 35.6K followers, XXX engagements

"@investingbyGenZ Fair but Pinduoduo is a superior ecommerce"
X Link 2025-12-17T20:05Z 35.6K followers, XXX engagements

"@AdamoMancino Even if market remains irrational I think the stock will outperform from here only because of FCF future growth"
X Link 2025-12-17T20:09Z 35.6K followers, XXX engagements

"@masayoshisson I'm looking at the entire year YTD up XXX% y/y"
X Link 2025-12-17T20:18Z 35.6K followers, XX engagements

"@BenCockmanX I'd like to but I don't have cash 😂"
X Link 2025-12-18T07:21Z 35.6K followers, XXX engagements

"@intrlq No based on my future expectations"
X Link 2025-12-18T21:16Z 35.6K followers, XXX engagements

"I believe healthcare is the most attractive sector to find opportunities in the current market environment. Do you have any interesting ideas in healthcare that are worth researching No $HIMS $OSCR $UNH pls 😂"
X Link 2025-08-28T14:17Z 35.6K followers, 60.9K engagements

"Natan YTD: +46.3% S&P500 YTD: +14.5% TOTAL RETURNS (Jan 2022) Natan's portfolio: +120.8% *Benchmark: +45.3% S&P500: +47.7% MY POSITIONS: XXXX% Pinduoduo $PDD XXXX% Transmedics $TMDX XXXX% Robinhood $HOOD XXX% Alibaba $BABA XXX% Paypal $PYPL XXX% Regeneron $REGN XXX% Procept BioRobotics $PRCT XXX% Meta Platforms $META XXX% Wizz Air $WIZZ XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link 2025-11-15T13:16Z 35.6K followers, 22.5K engagements

"@intrlq First one (7-8% growth over the next 5y) + operating leverage + buybacks = possible XX% EPS CAGR"
X Link 2025-12-18T21:32Z 35.6K followers, XXX engagements

"@dissectmarkets No catalyst maybe some short squeeze"
X Link 2025-12-19T19:05Z 35.6K followers, XXX engagements

"Ready for my three-hour Investor Day deep dive on the global leader in cardiac valves. A truly high-quality company $EW 🫀"
X Link 2025-12-05T20:47Z 35.6K followers, 4607 engagements

"✅ My X choices in healthcare sector: $TMDX $PRCT $REGN $MRNA $EW ❌ X popular stocks I'm avoiding: $HIMS $NVO $PFE $BMY $JNJ"
X Link 2025-12-07T15:14Z 35.6K followers, 25.3K engagements

"$PYPL is set to close 2025 with a disgustingly strong EPS growth of XX% outpacing the S&P XXX average. Calling this business dead at this point simply shows an inability to read an income statement. The stock remains deeply undervalued"
X Link 2025-12-07T21:20Z 35.6K followers, 30.8K engagements

"Trying to save the 10x PE stocks in my portfolio $PDD $PYPL 😂"
X Link 2025-12-08T22:32Z 35.6K followers, 10.7K engagements

"A 50x P/E might look high for a company like $TMDX but the reality is that its genuinely cheap when you factor in its competitive advantages future operating leverage and growth rates. If the stock drops toward $XXX Ill seriously consider adding to my position"
X Link 2025-12-10T18:34Z 35.6K followers, 9099 engagements

"Natan YTD: +51.1% S&P500 YTD: +16.1% TOTAL RETURNS (Jan 2022) Natan's portfolio: +128.0% *Benchmark: +45.7% S&P500: +49.8% MY POSITIONS: XXXX% Transmedics $TMDX XXXX% Pinduoduo $PDD XXX% Robinhood $HOOD XXX% Procept BioRobotics $PRCT XXX% Alibaba $BABA XXX% Regeneron $REGN XXX% Paypal $PYPL XXX% Meta Platforms $META XXX% Wizz Air $WIZZ XXX% B2gold $BTG XXX% Moderna $MRNA XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link 2025-12-13T13:01Z 35.6K followers, 9818 engagements

"@sianarun I don't see valid reasons to buy it except for the good dividend"
X Link 2025-12-19T07:27Z 35.6K followers, XXX engagements

"Imagine being able to buy one of the greatest startups in history at 12x PE. Were talking about $PDD now the third-largest ecommerce platform in the world: Reached a $200B market cap only six years after its founding Generates $15B in free cash flow just ten years into its life One word: impressive"
X Link 2025-11-28T18:48Z 35.6K followers, 26.2K engagements

"Natan YTD: +55.6% S&P500 YTD: +16.7% TOTAL RETURNS (Jan 2022) Natan's portfolio: +134.8% *Benchmark: +46.0% S&P500: +51.9% My positions: $TMDX $PDD $HOOD $BABA $REGN $PYPL $PRCT $META $WIZZ $BTG $MRNA $EW $CRSP TRANSACTIONS: 🟢 New positions: - 🟢 Increased positions: $PRCT $META $PYPL 🔴 Sold positions: $UNH 🔴 Decreased positions: - ALLOCATION BY COUNTRY: US: XX% China: XX% Hungary: X% Canada: X% Switzerland: X% Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link 2025-11-29T13:44Z 35.6K followers, 29.7K engagements

"The valuation of $PDD has become outright ridiculous. I won't sell a single share"
X Link 2025-12-11T13:28Z 35.6K followers, 19.7K engagements

"I still believe $PYPL is a compelling opportunity at these prices and I couldnt care less about the following: analysts cutting price targets opportunity cost arguments comments from people who havent even opened the financial statements"
X Link 2025-12-11T19:56Z 35.6K followers, 17.2K engagements

"Many of my holdings including $PYPL $META $PDD $TMDX $HOOD and $PRCT have been under pressure in recent weeks. Despite that my +50% YTD performance is still holding up and I remain highly optimistic about the years ahead 💪🏻"
X Link 2025-12-12T21:11Z 35.6K followers, 10.4K engagements

"So $PDD EV is about $90B and FCF is roughly $4B so at first glance the valuation looks fairly reasonable. True except that $4B is the FCF of a single quarter. And last time I checked a year still has four quarters which means about $16B in annual FCF 😂"
X Link 2025-12-17T18:43Z 35.6K followers, 13.1K engagements

"I think Ill cut my price target on $PYPL too from $XXX down to $XX just to align it with the current price 🤡😂"
X Link 2025-12-18T20:02Z 35.6K followers, 25.7K engagements

"@investingichina Lol $PDD won again without burning billion of FCF 😂"
X Link 2025-12-19T07:32Z 35.6K followers, 1748 engagements

"$MRNA is up XX% in X month 🧬 Still interesting risk/reward long term if you believe in some pipeline assets"
X Link 2025-12-19T18:15Z 35.6K followers, 7107 engagements

"@PharmaInvestFox @investseekers What do you think about $REGN obesity program"
X Link 2025-12-20T08:57Z 35.6K followers, XX engagements

"Natan YTD: +50.7% S&P500 YTD: +16.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +127.4% *Benchmark: +43.1% S&P500: +49.9% MY POSITIONS: XXXX% Transmedics $TMDX XXXX% Pinduoduo $PDD XXX% Robinhood $HOOD XXX% Regeneron $REGN XXX% Alibaba $BABA XXX% Procept BioRobotics $PRCT XXX% Paypal $PYPL XXX% Meta Platforms $META XXX% Wizz Air $WIZZ XXX% Moderna $MRNA XXX% B2gold $BTG XXX% Edwards Lifesciences $EW XXX% Crispr Therapeutics $CRSP Follow me: @nataninvesting - - - - - - - - - - - - - - - - - - - * : - XX% - XX% ** . ' and all the "
X Link 2025-12-20T13:01Z 35.6K followers, 13.8K engagements