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@thexcapitalist Avatar @thexcapitalist Oguz O. | ๐• Capitalist ๐Ÿ’ธ

Oguz O. | ๐• Capitalist ๐Ÿ’ธ is a social media personality sharing investment insights and analysis on various stocks. He has been discussing growth stocks, market trends, and individual company performances, including $OSCR, $HIMS, $DLO, and $SOFI, among others. His posts often highlight undervalued companies with potential for growth and share his investment theses and analysis.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social category influence finance #846 stocks #1858 technology brands XXXXX% countries XXXX% social networks XXXX%

Social topic influence $oscr #20, $unh #4, asml #24, $asml #19, stocks #85, goog #24, $goog #27, investment #1461, $amd #11, money XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @getitdone1000 @007ofwallst @brandonlbonomo @grok @rrundown10358 @smantel @investibrew @zonou2d @sojustfollowme @prospero_ai @iocharts @badie912 @teodor_2022 @sergeycyw @awakene70440226 @chunkofthestars @tacticzh @1up_products @danielisdizzy

Top assets mentioned Oscar Health, Inc. (OSCR) UnitedHealth Group (UNH) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Elevance Health Inc (ELV) DLocal Limited Class A Common Shares (DLO) NVIDIA Corp. (NVDA) Brookfield Corporation (BN) Novo-Nordisk (NVO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Goldman Sachs (GS) Cigna Corp (CI) NuCypher (NU) Sweetgreen, Inc. (SG) Metadium (META) Eli Lilly and Company (LLY) Palantir (PLTR) RAI Finance (SOFI) MercadoLibre Inc (MELI) Now Coin (NOW) Cream (CRM) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) Arista Networks Inc (ANET) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) MongoDB, Inc. (MDB)

Top Social Posts #

Top posts by engagements in the last XX hours

"The market doesnt owe you anything. If you want the comfort of doing what everybody else does you wont make much money. You have to earn it. You have to think for yourself be a contrarian and be right. There is no free lunch"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-21 21:08:23 UTC 88.1K followers, 13.3K engagements

"You gotta have the right perspective about $OSCR. Raising top-line guidance while legacy healthcare loses the ground is INSANE. Rising MLR is incidental and industry wide nothing special to $OSCR. Despite the headwinds they kept the 2027 guidance. This is called execution"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-22 13:42:48 UTC 88.1K followers, 54.7K engagements

"9/ Waymo is the leading robo-taxi provider. It's now completing over 250000 paid trips in the US. It's the only robo-taxi business operating at this scale and it's just beginning. It has just started test drives in NYC and will keep rapidly expanding"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 14:07:48 UTC 88K followers, 1959 engagements

"8. The ICHR market is exploding. $OSCR CEO Mark Bertolini says the ICHR market is a viable alternative to keep people insured as states are preparing for Medicaid cuts. $OSCR is an early mover in this market"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-21 16:22:01 UTC 88K followers, 3299 engagements

"6/ Renewables is another tailwind ahead. Market researches project that renewables will account for XX% of global electricity demand. $BN through its subsidiary Brookfield Renewable Partners is one of the leading renewable investors in the world"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-15 12:40:14 UTC 87.9K followers, 1030 engagements

"8/ Result Demand for alternatives will skyrocket. This will be driven by infrastructure investment green transition and individual wealth growth. $BN projects AUM in alternatives will more than double by 2032. As the leading manager $BN will take the lion's share"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-15 12:40:16 UTC 88K followers, XXX engagements

"$UNH is at XX times earnings and X% dividend yield Members of the Congress are buying $UNH like there is no tomorrow. Insiders also bought $32M worth of stock this year. Who would know if $UNH committed a fraud Insiders and regulators. Both are buying. Probably nothing"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 16:58:02 UTC 88.1K followers, 252.5K engagements

"12/ In sum here is what $GOOG businesses will be worth in 2030: - Search: $X trillion - Cloud: $XXX trillion - Youtube: XXX billion - Services: $XXX billion Let's be very conservative and assume $XXX billion for all remaining businesses that include DeepMind and Waymo. In sum we will have a $XXX billion business. Discounting it back to now we get a $XXX billion business. This is the exact valuation we have now. Meaning at a very conservative growth scenario $GOOG can easily deliver a XX% annual return. In just a moderately bullish case it can easily deliver a XX% annualized return. Given it's"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 14:07:50 UTC 88.1K followers, 6553 engagements

"10/ Price is attractive. $ASML can easily grow earnings XX% annually in the next X years. This gives us $XX EPS for 2030. Its monopoly position deserves a bit higher multiple than industry peers. At XX times earnings we will get $1250 per share stock price promising nearly XX% annual return. Given the quality of the business this is an attractive risk/return profile"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 20:21:10 UTC 88.1K followers, 13.2K engagements

"Healthcare is the only S&P XXX sector that is cheaper than both 10-year and 30-year averages according to Goldman Sachs. That is an extremely attractive risk reward profile. $UNH $OSCR $CI $ELV"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-21 04:37:36 UTC 88.1K followers, 168.5K engagements

"Do you want to become a better investor I share all my insights in my weekly newsletter. Join 18000+ readers to become a better investor. You will also get a free e-book when you join ๐Ÿ‘‡"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-21 16:22:03 UTC 88.1K followers, 7666 engagements

"US healthcare stocks are now what financials were back in 2008. If you invested in top class financials back then you would have made so much money. $UNH is the undisputed leader. XX analysts now have a consensus PT of $1144. People will say it was obvious a year from now"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-18 10:32:45 UTC 88K followers, 120.1K engagements

"Everybody thinks $UNH added XX minutes to the earnings call next Tuesday because theyll announce disastrous results. I disagree. This will be Hemsleys first earnings call since he assumed the CEO post again. I think he just wants to take his time to instill confidence"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-27 12:36:46 UTC 88.1K followers, 85.5K engagements

"1/ $DLO is a 10x opportunity everybody ignores. Transaction volume is skyrocketing margins are stabilizing and it's rapidly expanding into new markets. Here is my full investment thesis: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-06-22 13:35:29 UTC 88K followers, 162.2K engagements

"8/ Services is Google's hidden gem. It's almost always ignored but it's a giant contributor to revenue. Google's network and services generated $XX billion in revenue last year. Assuming just XX% annual revenue growth and XX% net margin it'll generate $XXX billion in revenue and $XX billion in net income. At XX times exit multiple it'll be another $XXX billion business"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 14:07:48 UTC 88.1K followers, 2010 engagements

"$OSCR with preliminary earnings and revisions to guidance for 2025: - Revenue target raised to $12B - Expected EBITDA loss is $130M - MLR raised to XX% from XX% They are filing for price increases in XX% of marketplaces. $OSCR +7% pre-marjet. They are navigating"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-22 10:40:19 UTC 88.1K followers, 103.8K engagements

"1/ $ASML is a pure blood monopoly. It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips. Foundries like $TSMC use these machines to embed microscopic circuits into silicon. Here is how it works:"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 20:20:57 UTC 88.1K followers, 12.9K engagements

"1/ $UNH is one of my highest conviction stocks for the next X years. It is an easy 3x from the current levels. Here is why $UNH is an asymmetric opportunity now: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-17 16:25:19 UTC 88.1K followers, 236.8K engagements

"6/ It delivered a solid beat and guidance this quarter yet the stock got hammered. Management said it forecasts growth for 2026 but it's not guaranteed due to uncertainty. Stock bleed 10%. I think this is an overreaction. Growth will even accelerate. Let me explain:"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 20:21:02 UTC 87.9K followers, 7605 engagements

"Bill Ackman is one of the best investors of our generation. In the last five years his fund returned XXX% against XXX% return of S&P XXX. Yesterday I re-watched his X hours long interview with Lex Fridman. Here are the X things you can't miss: ๐Ÿงต (No. X is critical)"
@thexcapitalist Avatar @thexcapitalist on X 2024-08-31 15:03:59 UTC 88K followers, 1.3M engagements

"6. $NVO It's dominating the insulin and GLP-1 market worldwide. The market hammered it down because it thinks $NVO is falling behind $LLY in the competition for the weight-loss market. They are wrong. $NVO weight-loss pipeline is stronger than that of $LLY as its oral GLP-1 is coming early next year and oral amycretin is coming by 2030. Its key patents for Ozempic and Wegovy aren't expiring until 2032 meaning they'll keep printing money for at least X more years. It's attractive at XX times earnings"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-14 14:02:07 UTC 88K followers, 8618 engagements

"Peter Lynch achieved XX% annual return for XX years. I spent 100+ hours studying his strategy. I will explain his strategy in XX simple steps: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-03 16:16:11 UTC 88.1K followers, 386.7K engagements

"$OSCR insiders are buying. Insiders may sell for many reasons but they buy only for one reason: They think the stock price will go up"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 08:45:20 UTC 88K followers, 102K engagements

"1/ $NBIS is the next $XXX billion company. Revenues are exploding and they are building a new data center in the UK. Here is why $NBIS is a 10x opportunity from here: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-06-10 14:40:32 UTC 88K followers, 280.3K engagements

"$OSCR reminds me a quote from a very famous person: - Dont be a PANICAN. Who was that"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-22 18:25:14 UTC 88.1K followers, 32K engagements

"$AMD was at $XX in April just three months ago. People said Itll never catch up with $NVDA. Now they say it was obvious. Its just beginning. It still has only X% market share in Data Center GPUs. Once it starts taking market share from $NVDA the stock will skyrocket"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-28 13:01:30 UTC 88.1K followers, 13.5K engagements

"11/ I think $UNH can easily do better. Even assuming no growth this year and just XX% EPS growth annually for the next X years we will get $XX EPS in 2030. Slap a median XX times earnings and we have $XXX price target for the end year 2030. This is nearly X times today's price promising a XX% annualized return. I don't know about you but this is extremely attractive to me"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-17 16:25:28 UTC 87.9K followers, 18.8K engagements

"6/ It's because of poor business execution. Medical costs rose faster than $UNH estimates since Q3 2023. This led $UNH to underbid for future plans. Result Growth took a hit"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-17 16:25:23 UTC 87.9K followers, 8980 engagements

"$NBIS got a Buy rating from Goldman Sachs with $XX price target. Their target implies $XX billion market cap. $NBIS aims to reach 1GW capacity by the end of 2026. If they can execute they can generate $X billion revenue in 2026 at XX% occupancy. At X times sales we wil get a $XX billion company. Note that they are aiming for +90% occupancy which implies $9-$10 billion revenue. This is how big of a potential $NBIS is"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-14 11:35:36 UTC 88.1K followers, 48.5K engagements

"8/ $TSMC is building new fabs to meet the demand. It is investing $XXX billion in the US to build X new fabs in Arizona. It is building additional fabs also in Japan and Europe. Samsung and Intel are expanding too. All the new fabs will need lithography machines from $ASML"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 20:21:04 UTC 87.9K followers, 7904 engagements

"Your only goal should be accumulating as much $OSCR as possible at these levels. $OSCR institutional ownership is at all time highs. They launched a coordinated attack to scoop up your shares cheap. Hold onto your $OSCR buy more. This like buying $PLTR at $5"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-17 20:58:17 UTC 88.1K followers, 258.8K engagements

"9/ On top of that $ASML is heavily buying back shares. They returned over $XX billion to shareholders in dividends and buybacks since 2016. This is XX% of the current market cap. Shareholders will benefit from sustained dividends and buybacks in the future too"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 20:21:05 UTC 87.9K followers, 6891 engagements

"$OSCR is ripping You were warned. Rising MLR is incidental its industry wide. We are still having post-Covid repercussions. Look at $UNH. It accurately predicted MLR before 2023 while MLR exceeded its predictions in 2024. The whole industry including $OSCR are having the same problem. Once they bid up for the next year and medical inflation declines MLR will pull back and $OSCR net income will hit the targets. This is why top-line growth was the most important thing for $OSCR and its expecting XX% growth this year. This will be an at least $XX stock next year"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-23 18:18:10 UTC 88.1K followers, 70.3K engagements

"7/YouTube is taking over TV. It has reached $XX billion in annual revenue. Assuming a XX% annual growth for the next X years and a XX% net margin we will get $XXXX billion in revenue and $XXXX billion in net income from this business. At XX times earnings it'll be a $XXX billion business"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 14:07:47 UTC 88.1K followers, 2193 engagements

"1/ $BN is the largest alternative investment manager in the world. It is set to double assets under management in the next X years yet the stock is still undervalued. It benefits from tailwinds like the green transition and digitalization. Here is my $BN investment thesis: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-15 12:40:08 UTC 88K followers, 24.6K engagements

"$NVO was once a market darling but now it gets garbage treatment. Yet revenue is exploding margins are expanding and it has blockbuster drugs in the pipeline. Here is why $NVO is a 2x opportunity now: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-09 19:57:31 UTC 87.9K followers, 49.5K engagements

"$AMD MI355X outperforms Blackwell in X out of XX metrics. The hardware moat is no longer there. What keeps $NVDA on top now is CUDA. $AMD knows this and is rapidly developing ROCm to challenge CUDA. Once ROCm also catches up $AMD will skyrocket"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-11 17:00:31 UTC 88K followers, 163.9K engagements

"$OSCR is under coordinated attack by Wall Street. Yet the business is exploding and it's rapidly entering new markets. Here are XX simple reasons why $OSCR is a 5x opportunity now: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-21 16:21:54 UTC 88.1K followers, 155.5K engagements

"$ASML was once a market darling but now it gets garbage treatment. Yet its order book has reached all-time highs the business is still growing fast and it's heavily buying back stock. Here is my full $ASML investment thesis: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 20:20:56 UTC 88.1K followers, 201.5K engagements

"Lets talk about $ASML shall we The managent guides for $50-$70billion revenue for 2030. Lets take the mid-point: $XX billion. Assuming XX% profit margin itll generate $XX billion net income. If we assume X% annual share reduction we will get XXX million shares outstanding. This gives us around nearly $XX EPS. Assuming XX times exit multiple we will get $1275 price target for 2030. This promises XXXX% annual return from here. This is on very conservative assumptions. Its an obvious opportunity now"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-17 12:21:38 UTC 88K followers, 89.2K engagements

"10/ $GOOG is leading the AI race. Though it was perceived to be behind in the race it is actually ahead of everybody. It's the only tech company active in all nine categories of AI hardware and software. Plus the Gemini app has now reached XXX million monthly active users taking market share from ChatGPT"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 14:07:49 UTC 88.1K followers, 1961 engagements

"Mark Bertolini acted as the CEO of Aetna for X years. Stock made 7x in X years. Now he is executing with $OSCR. I bet hell do well"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-22 09:43:59 UTC 88.1K followers, 84.2K engagements

"The market is at all time highs yet there are still several high-quality stocks trading at a discount. Cheap foundational stocks: - $NU - $NVO - $UNH - $ASML Cheap growth stocks: - $SG - $DLO - $OSCR - $LGCY"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-28 14:35:29 UTC 88.1K followers, 6781 engagements

"While the market is freaking out about $OSCR insiders remain confident. Co-founder Joshua Kushner bought stocks at much higher prices like $XX $XX and $XX and hasnt sold a single share yet. You know what it means"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-18 18:44:34 UTC 88K followers, 67.1K engagements

"Do you want to become a better investor I share all my insights in my weekly newsletter. Join 12000+ readers to become a better investor. You will also get a free e-book when you join ๐Ÿ‘‡"
@thexcapitalist Avatar @thexcapitalist on X 2025-02-14 15:22:28 UTC 88K followers, 12K engagements

"$OSCR was a market darling a week ago but everybody is dumping the stock now. Yet nothing has changed in the business fundamentals. Here is why it's an asymmetric opportunity now: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-02 18:27:32 UTC 88K followers, 535.3K engagements

"What are the most undervalued growth stocks now"
@thexcapitalist Avatar @thexcapitalist on X 2024-11-08 22:02:20 UTC 88K followers, 55.9K engagements

"$GOOG at $150: Dying company. $GOOG at $190: AI powerhouse. $SOFI at $9: Just a bank. $SOFI at $20: Diversified fintech. $UNH at $270: Healthcare is broken. $UNH at $600: Healthcare is going nowhere. It never changes price drives the story"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 07:31:57 UTC 88.1K followers, 100.7K engagements

"2/ $ASML controls %100 of the global EUVL market. ASML started in collaboration with Intel back in the 1990s. It took XX years to make a working prototype. An EUVL machine takes: - Four months. - 100000 parts. - 5000 suppliers. ASML owns patents on key parts and has acquired most of the companies in the supply chain. It's impossible to compete with them"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 20:20:58 UTC 87.9K followers, 10.6K engagements

"$UNH insiders sold just 1290 shares in the last twelve months while they bought 110408 shares. Would they put $XX million of their own money in the stock if the company committed a fraud I dont think so"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-28 05:35:53 UTC 88.1K followers, 37K engagements

"All successful investors have balls made of steel. Have some balls buy $OSCR here. Thank me later"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-18 14:28:36 UTC 88K followers, 144.1K engagements

"Valuation matters. Yet people are still following hot stocks while the market is at all time highs tariffs are coming and inflation is set to tick up. Meanwhile highest quality healthcare stocks are selling at XX times forward earnings. The path is obvious. $UNH $ELV"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-20 03:59:19 UTC 88.1K followers, 25.3K engagements

"The market is at all-time highs yet more and more people are chasing the hot stocks. Let's remember Charlie Munger shall we He once said: "When everybody goes insane staying sane is your competitive advantage." Here are his X principles to navigate expensive markets:๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-27 14:40:43 UTC 88.1K followers, 201.6K engagements

"You have been played. Wall Street started a coordinated attack three downgrades day over day they pulled it to a dead cheap level. Now they are scooping up. Despite X% gain today $OSCR is still one of the best opportunities in the market. At least 5x potential from here"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-21 14:22:47 UTC 88K followers, 42.1K engagements

"The market is at all-time highs yet there are still many great opportunities. Cheap foundational stocks: - $NU - $ASML - $MELI - $UNH Cheap growth stocks: - $SG - $DLO - $LGCY - $OSCR"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-24 20:40:25 UTC 88.1K followers, 55K engagements

"$OSCR CEO says health care will shift to individual covered-employer reimbursed model. SMEs freelancers and even some large employers will embrace this model. This is XXX million people. Zoom out think long-term ignore Wall Street noise. Its time to buy $OSCR not sell"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-14 09:57:51 UTC 88.1K followers, 116.7K engagements

"European stocks are priced to death You can buy the arguably best yacht maker SanLorenzo at X times earnings while the management expects 7-8% annual growth for the next X years. Insiders are buying like crazy. Just saying"
@thexcapitalist Avatar @thexcapitalist on X 2025-04-12 21:17:32 UTC 87.9K followers, 71.5K engagements

"The last time weekly outflows from healthcare stocks reached this level was April 2020. By April 2021 most of them had doubled. Every now and then the market thinks healthcare is dying; it never happens. Risk/reward is extremely favorable now. $UNH $OSCR $ELV $CI"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-22 05:50:52 UTC 88.1K followers, 44.5K engagements

"The market is freaking out meanwhile smart money is silently scooping up $UNH. It's now the second most bought stock by hedge funds and the superinvestors in Q2 2025. People will say it was obvious a year from now"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-24 17:52:21 UTC 88.1K followers, 71.5K engagements

"3/ An average EUVL machine costs nearly $XXX million. They aren't going to get cheaper. $ASML is planning to launch the next-generation EUVL machine in 2028. Next-gen machines will cost over $XXX million. And foundries like $TSMC have no option but to pay up"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 20:20:59 UTC 87.9K followers, 9307 engagements

"US healthcare sector is having its biggest crash in the last XX years. If you have the stomach to get in now the opportunity is immense. $OSCR $UNH $ELV"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-20 18:39:41 UTC 88.1K followers, 161.2K engagements

"Healthcare is the largest employer in the US and you think $UNH is going to die"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-24 18:52:13 UTC 88.1K followers, 36.3K engagements

"$DLO is insanely undervalued: It posted some solid numbers since it became public in 2021: - XX% annual volume growth. - XX% annual revenue growth. - Expanded from XX to XX countries. Yet the stock is down XX% One or two nice quarters and itll easily double from here"
@thexcapitalist Avatar @thexcapitalist on X 2025-06-26 13:44:43 UTC 88K followers, 74.7K engagements

"1/ $GOOG is the cheapest mega-cap stock now. Cloud business is exploding search remains strong and Gemini is nearing XXX million monthly active users. Here is my $GOOG investment case: ๐Ÿงต"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 14:07:41 UTC 88.1K followers, 85.9K engagements

"$AMD MI355X compared to $NVDA B200: - XX% more throughput. - XX% more tokens per dollar. - XX% larger memory capacity. And it'll be cheaper than B200. It will take a significant market share from Nvidia. Why aren't you buying $AMD yet"
@thexcapitalist Avatar @thexcapitalist on X 2025-06-13 16:42:44 UTC 88K followers, 84.3K engagements

"$NBIS is expanding data centers in New Jersey and Missouri. Theyll also launch several new ones in 2026. Their capacity target for the end of the next year is 1GW. At XX% utilization rate they can generate $X billion revenue. Most asymmetric opportunity in the market"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 17:49:49 UTC 88.1K followers, 16.7K engagements

"7. It's rapidly entering new markets. It is now operating in XXX counties across XX states. It aims to enter XXX new metropolitan areas by the end of 2027"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-21 16:22:00 UTC 88K followers, 3232 engagements

"Members of the Congress are buying $UNH like there is no tomorrow. Insiders bought $XX million worth of stock this year. When it climbs back to all time highs everybody will say it was obvious"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-01 10:22:31 UTC 88.1K followers, 222.7K engagements

"2/ The business is exploding. In the last quarter they beat estimates in every growth metric. This is a $XXX trillion business casually posting XX% YoY revenue growth. Yet the market still drastically undervalues it. Here is why:"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-25 14:07:42 UTC 88K followers, 3558 engagements

"$OSCR BREAKS ABOVE $XX PRE-MARKET Its going to be so fun when revenue hits $XX billion and MLR pulls back to 81-82% levels next year"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-24 12:16:40 UTC 88.1K followers, 97.3K engagements

"$AMD INCREASED THE PRICE OF MI350X BY MASSIVE XX% Do you see what that means MI350X matches or exceeds Blackwells performance in most metrics. Hardware moat no longer exists. They are rapidly improving ROCm to deprecate CUDA moat too. $AMD will be a $X trillion company"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-28 09:56:25 UTC 88.1K followers, 65.2K engagements

"2025 will be a transformational year in AI. Here are my top picks in AI investing theme: Hardware $TSM $AVGO $NVDA $AMD $ANET Software $AMZN $MSFT $META $GOOG $ORCL $MDB AI Agents $GOOG $CRM $META $NOW $MSFT"
@thexcapitalist Avatar @thexcapitalist on X 2025-01-04 16:59:30 UTC 88.1K followers, 160.8K engagements

"10. The management expects $XXXX EPS for 2027. This is assuming enhanced subsidies won't be extended. Even in that case we have a $XX stock price target for 2027. Even if we assume XX% annual EPS growth in the next X years after 2027 and XX times earnings we will get a nearly $XX price target for the end year 2030. This is more than 5x of today's price"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-21 16:22:02 UTC 88.1K followers, 8439 engagements

"In 2022 everybody said they would bet the house on $META if it was under $XXX. A year later everybody avoided it at $XX. Same with $GOOG. You could get it for $XXX in April but everybody said it was dying Never changes. $UNH is now $META in 2022"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-24 15:48:57 UTC 88.1K followers, 22K engagements

"7/ We simply don't have enough chips. Sam Altman posted on X saying that they are short of GPUs. Amazon CEO Andy Jassy also said in the last earnings call that they are still supply-constrained. Demand way outstrips supply now"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-16 20:21:03 UTC 87.9K followers, 7171 engagements

"7/ Yet this could be easily fixed. $UNH has historically had a superior underwriting performance. Before Q3 its cost estimates were conservatively high leading to conservative underwriting. This indicates that its problems are not structural. It can easily get back to growth by bidding up and tightening its actuarials"
@thexcapitalist Avatar @thexcapitalist on X 2025-07-17 16:25:24 UTC 87.9K followers, 8652 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::1353384573435056128",
      "creator_name": "rovercrc",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1891433835675475969/J-TloTb6_200x200.png",
      "creator_followers": 1267738,
      "creator_rank": 1,
      "interactions_24h": 1686455
    }
  ]
}

Schema:

Category Creators

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

Get the top creators for a social category

input parameters:

Example request:

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

Example response:

{
  "data": [
    {
      "creator_id": "youtube::UC0C-w0YjGpqDXGB8IHb662A",
      "creator_name": "edsheeran",
      "creator_avatar": "https://yt3.ggpht.com/pZQ5JMD4EOI8TcNYAPTzMexe_fC0CKnb_hYlV4rPfIzmDidF239fH1XKmzkeT30XSg7fxNwc_w=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 57700000,
      "creator_rank": 1,
      "interactions_24h": 39981772
    }
  ]
}

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/1591278197844414464/O6Fp0hFB_200x200.jpg",
      "creator_followers": 26725655,
      "creator_posts": 2639,
      "creator_rank": 1,
      "interactions_24h": 378298216
    }
  ]
}

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/1936002956333080576/kqqe2iWO_200x200.jpg",
    "creator_followers": 221643469,
    "creator_rank": "9",
    "interactions_24h": 137219778,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 282,
        "percent": 4.45,
        "rank": X
      }
    ]
  }
}

Schema: