Dark | Light
[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.]

# ![@ManuInvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1926315531683938304.png) @ManuInvests Manu Invests

Manu Invests posts on X about $uber, insurance, $nvda, $meta the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1926315531683938304/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1926315531683938304/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX +176%
- X Months XXXXXXX +89,515%

### Mentions: X [#](/creator/twitter::1926315531683938304/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1926315531683938304/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX +75%
- X Months XXX +20,000%

### Followers: XXX [#](/creator/twitter::1926315531683938304/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1926315531683938304/c:line/m:followers.svg)

- X Week XXX +8.70%
- X Month XXX +52%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1926315531683938304/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1926315531683938304/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$uber](/topic/$uber) #731, [insurance](/topic/insurance) 6.25%, [$nvda](/topic/$nvda) #2060, [$meta](/topic/$meta) #282, [meta](/topic/meta) 4.17%, [$sezl](/topic/$sezl) 2.08%, [liquidity](/topic/liquidity) 2.08%, [cash flow](/topic/cash-flow) 2.08%, [flow](/topic/flow) 2.08%, [business](/topic/business) XXXX%

**Top accounts mentioned or mentioned by**
[@latticeinvestor](/creator/undefined) [@capexandchill](/creator/undefined) [@fiscalai](/creator/undefined) [@googleai](/creator/undefined) [@sundarpichai](/creator/undefined) [@qualityinvest5](/creator/undefined) [@billackman](/creator/undefined) [@kathleentyson](/creator/undefined) [@chigrl](/creator/undefined) [@notebooklm](/creator/undefined) [@google](/creator/undefined) [@googledeepmind](/creator/undefined) [@stockinf0](/creator/undefined) [@dkhos](/creator/undefined) [@aistocksavvy](/creator/undefined) [@nanobanana](/creator/undefined) [@ccmbrett](/creator/undefined) [@liebermanaustin](/creator/undefined) [@accrued_int](/creator/undefined) [@nguyent75](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [Palantir (PLTR)](/topic/$pltr) [IREN Limited (IREN)](/topic/$iren) [MercadoLibre Inc (MELI)](/topic/$meli) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Crocs, Inc. (CROX)](/topic/$crox) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts
Top posts by engagements in the last XX hours

"1/ $SEZL is breaking the model of BNPL. While most fintechs struggle to balance growth and profitability Sezzle is literally off the chart. XX% Revenue Growth XX% Gross Margins Trading at 14x XX Earnings This is a "Rule of 165" company trading at a suppressed value. ๐Ÿงต๐Ÿ‘‡"  
[X Link](https://x.com/ManuInvests/status/1995260871325430264)  2025-11-30T22:37Z XXX followers, 14.6K engagements


"3/ It comes down to market liquidity and wait times. If a standalone app creates a 15-minute wait because their cars are busy the user leaves. $UBER has the hybrid network drivers + AVs to guarantee a fast pickup anywhere regardless of vehicle type. Reliability"  
[X Link](https://x.com/ManuInvests/status/1997097737809170642)  2025-12-06T00:16Z XXX followers, XX engagements


"6/ In 2022 Ubers insurance float was its life line for operating cash today it is a benefit that accounts for a shrinking XX% of operational cash flow. (SBC is left out of this chart to focus on the impact of accrued insurance). Note: 2025e Quarterly 625m estimated accrued insurance change as it is stabilizing"  
[X Link](https://x.com/ManuInvests/status/1994513645599166481)  2025-11-28T21:08Z XXX followers, XXX engagements


"7/ Uber is continuing to set aside reserves at the same pace it is growing its business. Reserve Ratio = Total Insurance Reserves/Mobility Gross Booking 2024: Total Insurance Reserves: $9786m 2024 Gross Bookings: $162773m 2024 Reserve Ratio: 6%"  
[X Link](https://x.com/ManuInvests/status/1994513648942027122)  2025-11-28T21:08Z XXX followers, XXX engagements


"8/ Q3 XX Total Insurance Reserves: $11879 Q3 XX Gross Bookings: $49740 (Run Rate of $198960m) Q3 XX Reserve Ratio: 6%"  
[X Link](https://x.com/ManuInvests/status/1994513652284829826)  2025-11-28T21:08Z XXX followers, XXX engagements


"4/ By positioning as the "Switzerland of Mobility" $UBER has highly efficient capital allocation. OEMs spend billions on R&D and carry the depreciation. Uber simply adds that supply into its existing demand pool. Uber scales supply with zero marginal cost"  
[X Link](https://x.com/ManuInvests/status/1997097741219254617)  2025-12-06T00:16Z XXX followers, XX engagements


"The loudest stocks on my timeline: $NVDA $PLTR $IREN. The stock in my portfolio that just quietly executes hits record backlogs and wires the data centers they all rely on: $IESC No hype no noise. $IESC is the ultimate 'picks and shovels' play. Love a quiet compounder"  
[X Link](https://x.com/ManuInvests/status/1997457126038601759)  2025-12-07T00:04Z XXX followers, XXX engagements


"@CCM_Brett $MELI $ADYEN $IBKR are all on my shortlist as well"  
[X Link](https://x.com/ManuInvests/status/1997482405251178935)  2025-12-07T01:44Z XXX followers, XXX engagements


"A XX% cut in Reality Labs spend is a $2.002.40 EPS boost. That is a 7-8% increase in $META fundamental value instantly. And no I dont want it cut 100%. Cut the Metaverse keep the Wearables. With glasses Meta gains: X. Revenue stream diversification X. Platform independence (No Apple Tax) X. New ad geography X. Higher user engagement The CFO confirmed the spend is split 50/50 for 2025"  
[X Link](https://x.com/ManuInvests/status/1996941514262429746)  2025-12-05T13:55Z XXX followers, XXX engagements


"5/ Friction is the enemy of adoption. Managing X different apps accounts and interfaces to save $X is a non-starter for mass market. Just as $BKNG aggregated hotels $UBER aggregates rides (+more). AV ride-share tech will be commoditized and the best aggregator benefits"  
[X Link](https://x.com/ManuInvests/status/1997097747913027988)  2025-12-06T00:16Z XXX followers, XXX engagements


"and buybacks continue to accelerate. $CROX"  
[X Link](https://x.com/ManuInvests/status/1997511906693910956)  2025-12-07T03:42Z XXX followers, 2505 engagements


"@LiebermanAustin Ill never understand how $WMT and $COST trade at valuations similar to $NVDA and higher than most of the quality Mag7 companies like $GOOG $META $AMZN $MSFT"  
[X Link](https://x.com/ManuInvests/status/1998421680570712493)  2025-12-09T15:57Z XXX followers, XXX engagements

[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.]

@ManuInvests Avatar @ManuInvests Manu Invests

Manu Invests posts on X about $uber, insurance, $nvda, $meta the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXX +176%
  • X Months XXXXXXX +89,515%

Mentions: X #

Mentions Line Chart

  • X Week XX -XXXX%
  • X Month XX +75%
  • X Months XXX +20,000%

Followers: XXX #

Followers Line Chart

  • X Week XXX +8.70%
  • X Month XXX +52%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

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

Social topic influence $uber #731, insurance 6.25%, $nvda #2060, $meta #282, meta 4.17%, $sezl 2.08%, liquidity 2.08%, cash flow 2.08%, flow 2.08%, business XXXX%

Top accounts mentioned or mentioned by @latticeinvestor @capexandchill @fiscalai @googleai @sundarpichai @qualityinvest5 @billackman @kathleentyson @chigrl @notebooklm @google @googledeepmind @stockinf0 @dkhos @aistocksavvy @nanobanana @ccmbrett @liebermanaustin @accrued_int @nguyent75

Top assets mentioned Uber Technologies, Inc. (UBER) NVIDIA Corp. (NVDA) Metadium (META) Sezzle Inc. Common Stock (SEZL) IES Holdings, Inc. Common Stock (IESC) Palantir (PLTR) IREN Limited (IREN) MercadoLibre Inc (MELI) Interactive Brokers Group, Inc. (IBKR) Booking Holdings Inc (BKNG) Crocs, Inc. (CROX) Walmart, Inc. (WMT) Costco Hot Dog (COST) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last XX hours

"1/ $SEZL is breaking the model of BNPL. While most fintechs struggle to balance growth and profitability Sezzle is literally off the chart. XX% Revenue Growth XX% Gross Margins Trading at 14x XX Earnings This is a "Rule of 165" company trading at a suppressed value. ๐Ÿงต๐Ÿ‘‡"
X Link 2025-11-30T22:37Z XXX followers, 14.6K engagements

"3/ It comes down to market liquidity and wait times. If a standalone app creates a 15-minute wait because their cars are busy the user leaves. $UBER has the hybrid network drivers + AVs to guarantee a fast pickup anywhere regardless of vehicle type. Reliability"
X Link 2025-12-06T00:16Z XXX followers, XX engagements

"6/ In 2022 Ubers insurance float was its life line for operating cash today it is a benefit that accounts for a shrinking XX% of operational cash flow. (SBC is left out of this chart to focus on the impact of accrued insurance). Note: 2025e Quarterly 625m estimated accrued insurance change as it is stabilizing"
X Link 2025-11-28T21:08Z XXX followers, XXX engagements

"7/ Uber is continuing to set aside reserves at the same pace it is growing its business. Reserve Ratio = Total Insurance Reserves/Mobility Gross Booking 2024: Total Insurance Reserves: $9786m 2024 Gross Bookings: $162773m 2024 Reserve Ratio: 6%"
X Link 2025-11-28T21:08Z XXX followers, XXX engagements

"8/ Q3 XX Total Insurance Reserves: $11879 Q3 XX Gross Bookings: $49740 (Run Rate of $198960m) Q3 XX Reserve Ratio: 6%"
X Link 2025-11-28T21:08Z XXX followers, XXX engagements

"4/ By positioning as the "Switzerland of Mobility" $UBER has highly efficient capital allocation. OEMs spend billions on R&D and carry the depreciation. Uber simply adds that supply into its existing demand pool. Uber scales supply with zero marginal cost"
X Link 2025-12-06T00:16Z XXX followers, XX engagements

"The loudest stocks on my timeline: $NVDA $PLTR $IREN. The stock in my portfolio that just quietly executes hits record backlogs and wires the data centers they all rely on: $IESC No hype no noise. $IESC is the ultimate 'picks and shovels' play. Love a quiet compounder"
X Link 2025-12-07T00:04Z XXX followers, XXX engagements

"@CCM_Brett $MELI $ADYEN $IBKR are all on my shortlist as well"
X Link 2025-12-07T01:44Z XXX followers, XXX engagements

"A XX% cut in Reality Labs spend is a $2.002.40 EPS boost. That is a 7-8% increase in $META fundamental value instantly. And no I dont want it cut 100%. Cut the Metaverse keep the Wearables. With glasses Meta gains: X. Revenue stream diversification X. Platform independence (No Apple Tax) X. New ad geography X. Higher user engagement The CFO confirmed the spend is split 50/50 for 2025"
X Link 2025-12-05T13:55Z XXX followers, XXX engagements

"5/ Friction is the enemy of adoption. Managing X different apps accounts and interfaces to save $X is a non-starter for mass market. Just as $BKNG aggregated hotels $UBER aggregates rides (+more). AV ride-share tech will be commoditized and the best aggregator benefits"
X Link 2025-12-06T00:16Z XXX followers, XXX engagements

"and buybacks continue to accelerate. $CROX"
X Link 2025-12-07T03:42Z XXX followers, 2505 engagements

"@LiebermanAustin Ill never understand how $WMT and $COST trade at valuations similar to $NVDA and higher than most of the quality Mag7 companies like $GOOG $META $AMZN $MSFT"
X Link 2025-12-09T15:57Z XXX followers, XXX engagements

@ManuInvests
/creator/twitter::ManuInvests