[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.] #  @MichaelZero10 Michael. Z Michael. Z posts on X about $enph, $tmdx, business, solar the most. They currently have XXXXX followers and 1014 posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1507851379355918338/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXXX -XXXX% - X Months XXXXXXX +15% - X Year XXXXXXXXX +644% ### Mentions: XX [#](/creator/twitter::1507851379355918338/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +487% ### Followers: XXXXX [#](/creator/twitter::1507851379355918338/followers)  - X Week XXXXX +0.15% - X Month XXXXX +2.80% - X Months XXXXX +72% - X Year XXXXX +1,046% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1507851379355918338/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) **Social topic influence** [$enph](/topic/$enph) #1, [$tmdx](/topic/$tmdx) #28, [business](/topic/business), [solar](/topic/solar) #742, [$nflx](/topic/$nflx) #373, [$nbis](/topic/$nbis) #154, [$shop](/topic/$shop) #400, [$hims](/topic/$hims) #157, [$amd](/topic/$amd) #297, [$lvmh](/topic/$lvmh) #3 **Top accounts mentioned or mentioned by** [@simeonresearch](/creator/undefined) [@realroseceline](/creator/undefined) [@mmmtwealth](/creator/undefined) [@growthrapidly](/creator/undefined) [@tacticzh](/creator/undefined) [@nataninvesting](/creator/undefined) [@jonahlupton](/creator/undefined) [@titychakpong](/creator/undefined) [@thelonginvest](/creator/undefined) [@meeijer](/creator/undefined) [@dividenddudex](/creator/undefined) [@logicalthesis](/creator/undefined) [@mvcinvesting](/creator/undefined) [@steveaustria07](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@deniauthierry](/creator/undefined) [@zeevyinvesting](/creator/undefined) [@mind1nvestor](/creator/undefined) [@bourboncap](/creator/undefined) [@samsolid57](/creator/undefined) **Top assets mentioned** [Enphase Energy Inc (ENPH)](/topic/$enph) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Netflix Inc (NFLX)](/topic/$nflx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Shopify Inc (SHOP)](/topic/$shop) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [SolarEdge Technologies, Inc. (SEDG)](/topic/$sedg) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Adobe, Inc. (ADBE)](/topic/adobe-inc) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Sunrun Inc (RUN)](/topic/$run) [Monster Beverage Corp (MNST)](/topic/$mnst) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) ### Top Social Posts Top posts by engagements in the last XX hours "Here are X Stocks that will Benefit immensely from the new Fed rate cut cycle🧐 🧵👇" [X Link](https://x.com/MichaelZero10/status/1969427969107247320) 2025-09-20T15:46Z 5820 followers, 3296 engagements "1. $STZ Constellation Brands ($23.4bn Mkt Cap) $STZ carries significant debt on its balance sheet as the business has made large acquisitions in the premium alcohol and cannabis markets that were largely funded through debt (Canopy Growth Investment Modelo Corona and Pacifico etc.) Indeed lower interest rates would reduce the cost of servicing existing debt and make new borrowing cheaper freeing up capital for capital expenditures marketing or shareholder returns through dividends share buybacks. Current net debt represents XXXX% of the Total Enterprise Value ($35.2bn) and 2.9x FY25 EBITDA" [X Link](https://x.com/MichaelZero10/status/1969427972714119383) 2025-09-20T15:46Z 5819 followers, 1791 engagements "$FSRL/ $RUN / $ENPH / $SEDG Introduction: Please see below why we believe Solar Power generation is a great area to invest even if the current administration is not supportive of this industry" [X Link](https://x.com/MichaelZero10/status/1989749430040313960) 2025-11-15T17:36Z 5819 followers, 1361 engagements "Happy thanksgiving Guys $MNST: Monster Beverage (YTD: 43%)🟢 $CELH: Celsius Holdings Inc (YTD: 55%)🟢 Introduction: Both businesses develop manufacture sell and distribute energy drinks in the U.S and internationally. $CELH has around XX% market share and $MNST XX% market share. Therefore these businesses are truly comparable and we can use Trading comps to assess current valuation. X. Historically $CELH has been traded at significant premium to $MNST Over the last X years $CELH (43.3x EV/EBITDA) Stock has been traded at significant premium to $MNST (24.59x EV/EBITDA) which represents 76%." [X Link](https://x.com/MichaelZero10/status/1994207049996021944) 2025-11-28T00:49Z 5819 followers, 1557 engagements "$TMDX - Terumo to Acquire OrganOx😳 Please find below the details of this highly relevant Transaction.👇 X. Enterprise Value at $1.5bn✅ 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](https://x.com/MichaelZero10/status/1960428828872073582) 2025-08-26T19:47Z 5823 followers, 9876 engagements "Portfolio Update 11/08👇🏻👀 $NBIS XXX% ($27.41)🧑💻// Up 267%🟢 $HIMS XXX% ($15.66)💊// Up 148%🟢 $AMD XXX% ($112.6) 💻// Up 84%🟢 $SHOP XXX% ($57.98)📦// Up 163%🟢 $LVMH XXX% (516.95)👜// Up 17%🟢 $NFLX XXX% ($172.50)📺// Up 474%🟢 $CRWD XXX% ($221.27)🔏// Up 130%🟢 $ASML XXX% (667.67)🧑💻// Up 30%🟢 $UNH XXX% ($286.32)💟// Up 9%🟢 $TMDX XXX% ($56.97)💟// Up 85%🟢 $CELH XXX% ($21.98)🧃// Up 69%🟢 $ENPH XXX% ($32.35) 🌞// Down 7%🔴 $DUOL XXX% ($189.35) 🧑🎓// Up 6%🟢 $PALO XXX% ($145.09)🔏// Up 36%🟢 $ELF XXX% ($72.68)💄// Down 8%🔴 $DLO XXX% ($10.03)💳// Up 21%🟢 $TTD XXX% ($45.73)💻// Down" [X Link](https://x.com/MichaelZero10/status/1987159449803321747) 2025-11-08T14:05Z 5822 followers, 21.4K engagements "$DLO Dlocal Limited: DCF valuation The financial projections below have been prepared by using the following assumptions (see below). X Key assumptions: - Sales CAGR 2026E-30E at XXXX% from $1263m in 2026E to $2806m in 2030E which is really conservative considering $DLO has been growing by XXXXX% over the last X years. - EBITDA margin completely flat at XXXX% from 2024A to 2030E without considering any margin improvement even if the business is continuing to make significant investments. Again this assumption is super conservative. - We have assumed XX% income tax over the period which is in" [X Link](https://x.com/MichaelZero10/status/1989449108298330239) 2025-11-14T21:43Z 5822 followers, 7561 engagements "$ENPH announced a $68m Safe Harbor Agreement The Company announced a new safe Harbor Agreement with a leading solar financing company projected to generate $68m in revenue over 12-24 months beginning in 2026. The agreement which is the first of multiple expected with this third-party ownership (TPO) provider covers $ENPH's IQ9 Microinverters for residential projects. These microinverters will be produced at U.S. manufacturing facilities with shipments expected to begin in Q1 2026. This marks $ENPPH's third Safe Harbor Agreement since the new U.S. federal budget bill was signed into law in" [X Link](https://x.com/MichaelZero10/status/1991983963464745191) 2025-11-21T21:36Z 5821 followers, 3186 engagements "Portfolio Update 11/22👇🏻👀 $SHOP XXX% ($57.98)📦// Up 155%🟢 $LVMH XXX% (516.95)👜// Up 21%🟢 $AMD XXX% ($112.6) 💻// Up 62%🟢 $HIMS XXX% ($15.66)💊// Up 111%🟢 $NBIS XXX% ($27.41)🧑💻// Up 176%🟢 $NFLX XXX% ($172.50)📺// Up 446%🟢 $UNH XXX% ($286.32)💟// Up 8%🟢 $TMDX XXX% ($56.97)💟// Up 105%🟢 $CRWD XXX% ($221.27)🔏// Up 110%🟢 $ASML XXX% (667.67)🧑💻// Up 25%🟢 $CELH XXX% ($21.98)🧃// Up 60%🟢 $ENPH XXX% ($32.35) 🌞// Down 16%🔴 $DUOL XXX% ($189.35) 🧑🎓// Down 9%🔴 $ELF XXX% ($72.68)💄// Down 12%🔴 $PALO XXX% ($145.09)🔏// Up 18%🟢 $DLO XXX% ($10.03)💳// Up 18%🟢 $TTD XXX% ($45.73)💻//" [X Link](https://x.com/MichaelZero10/status/1992244789425623174) 2025-11-22T14:52Z 5822 followers, 16.3K engagements "Portfolio Update 11/29👇🏻👀 $SHOP XXX% ($57.98)📦// Up 174%🟢 $HIMS XXX% ($15.66)💊// Up 140%🟢 $AMD XXX% ($112.6) 💻// Up 71%🟢 $LVMH XXX% (516.95)👜// Up XX% 🟢 $NBIS XXX% ($27.41)🧑💻// Up 212%🟢 $TMDX XXX% ($56.97)💟// Up 125%🟢 $NFLX XXX% ($17.25)📺// Up 459%🟢 $ASML XXX% (667.67)🧑💻// Up 35%🟢 $UNH XXX% ($286.32)💟// Up 11%🟢 $CRWD XXX% ($221.27)🔏// Up 116%🟢 $CELH XXX% ($21.98)🧃// Up 66%🟢 $ENPH XXX% ($32.35) 🌞// Down 11%🔴 $DUOL XXX% ($189.35) 🧑🎓// Up 1%🟢 $ELF XXX% ($72.68)💄// Down 6%🔴 $PALO XXX% ($145.09)🔏// Up 22%🟢 $DLO XXX% ($10.03)💳// Up 20%🟢 $TTD XXX% ($45.73)💻//" [X Link](https://x.com/MichaelZero10/status/1994842785082417539) 2025-11-29T18:55Z 5822 followers, 4956 engagements "4. $ADBE Adobe Inc. ($150bn Mkt Cap) - FY25 EBITDA Growth = XX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 12.56x" [X Link](https://x.com/MichaelZero10/status/1968091305680232763) 2025-09-16T23:15Z 5824 followers, XXX engagements "$SEDG (+13%)🟢 $ENPH (+9%) 🟢 Badri Kothandaraman (current CEO) consistent buying of $ENPH shares is a clear signal of confidence in the company's future value (see below recent SEC fillings). This a vote of confidence from the current CEO who is putting its own money on the company's growth and success. We believe it is a bullish sign which can lead to increased stock prices and better company performance over the long-term. The estimated Net Worth of Badri is $53.7m as of November 10th 2025. Indeed he owns 1635632 shares of $ENPH worth more than $537m as of November 10th. However this net" [X Link](https://x.com/MichaelZero10/status/1988025452649206021) 2025-11-10T23:26Z 5824 followers, 3254 engagements "$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. $DLO is currently dealing with different dynamics in Africa: a legacy business in Egypt being eroded by client internalization and macroeconomic shock and a burgeoning Other Africa Segment driven by cross-border payouts and high growth fintech partnerships. Headline numbers for the Africa & Asia region appeared sluggish revenue dropped 10%" [X Link](https://x.com/MichaelZero10/status/1993476120692281390) 2025-11-26T00:25Z 5823 followers, 3022 engagements "$HROW (+11%)😳 Investors have concerns on the current financial leverage of the Business. $HROW has a net debt balance of $175m. Nevertheless we think this amount of net debt is manageable. Indeed over the last few quarters Net Debt/EBITDA has dropped significantly as the business is growing and generating more margin. This multiple has declined from 7.5x in Q4 2024 to 3.7x in Q3 2025 (see below). Therefore we believe investors are overstating the risks associated to financial leverage of the business. It is commonly assumed among investors that 3x Net Debt/EBITDA is a sustainable level." [X Link](https://x.com/MichaelZero10/status/1996276750574035214) 2025-12-03T17:54Z 5823 followers, 2656 engagements "$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%🔴. Institutional Investors seem to prepare their portfolios for next year and believe adding $ENPH at current level" [X Link](https://x.com/MichaelZero10/status/1997005285836108150) 2025-12-05T18:08Z 5823 followers, 1287 engagements "$ADBE: Adobe Inc.🤓 Tomorrow $ADBE reports Q4 2025 Results. Please find below Market Expectations (see Table below) : 👇🏻 - Revenue: $6111m up X% Y-o-Y; - EBITDA: 2984m XXXX% Margin; - Diluted EPS: $5.40; What are the Key Items to Monitor🤔 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](https://x.com/MichaelZero10/status/1998524135966949882) 2025-12-09T22:44Z 5824 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.]
@MichaelZero10 Michael. Z
Michael. Z posts on X about $enph, $tmdx, business, solar the most. They currently have XXXXX followers and 1014 posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX +15%
- X Year XXXXXXXXX +644%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +487%
Followers: XXXXX #
- X Week XXXXX +0.15%
- X Month XXXXX +2.80%
- X Months XXXXX +72%
- X Year XXXXX +1,046%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks finance technology brands countries
Social topic influence $enph #1, $tmdx #28, business, solar #742, $nflx #373, $nbis #154, $shop #400, $hims #157, $amd #297, $lvmh #3
Top accounts mentioned or mentioned by @simeonresearch @realroseceline @mmmtwealth @growthrapidly @tacticzh @nataninvesting @jonahlupton @titychakpong @thelonginvest @meeijer @dividenddudex @logicalthesis @mvcinvesting @steveaustria07 @stocksavvyshay @deniauthierry @zeevyinvesting @mind1nvestor @bourboncap @samsolid57
Top assets mentioned Enphase Energy Inc (ENPH) TransMedics Group, Inc. Common Stock (TMDX) Netflix Inc (NFLX) Nebius Group N.V. Class A Ordinary Shares (NBIS) Shopify Inc (SHOP) Hims & Hers Health, Inc. (HIMS) Advanced Micro Devices (AMD) UnitedHealth Group (UNH) Crowdstrike Holdings Inc (CRWD) SolarEdge Technologies, Inc. (SEDG) DLocal Limited Class A Common Shares (DLO) Adobe, Inc. (ADBE) Constellation Brands, Inc. Class A (STZ) Sunrun Inc (RUN) Monster Beverage Corp (MNST) Celsius Holdings, Inc. Common Stock (CELH)
Top Social Posts
Top posts by engagements in the last XX hours
"Here are X Stocks that will Benefit immensely from the new Fed rate cut cycle🧐 🧵👇"
X Link 2025-09-20T15:46Z 5820 followers, 3296 engagements
"1. $STZ Constellation Brands ($23.4bn Mkt Cap) $STZ carries significant debt on its balance sheet as the business has made large acquisitions in the premium alcohol and cannabis markets that were largely funded through debt (Canopy Growth Investment Modelo Corona and Pacifico etc.) Indeed lower interest rates would reduce the cost of servicing existing debt and make new borrowing cheaper freeing up capital for capital expenditures marketing or shareholder returns through dividends share buybacks. Current net debt represents XXXX% of the Total Enterprise Value ($35.2bn) and 2.9x FY25 EBITDA"
X Link 2025-09-20T15:46Z 5819 followers, 1791 engagements
"$FSRL/ $RUN / $ENPH / $SEDG Introduction: Please see below why we believe Solar Power generation is a great area to invest even if the current administration is not supportive of this industry"
X Link 2025-11-15T17:36Z 5819 followers, 1361 engagements
"Happy thanksgiving Guys $MNST: Monster Beverage (YTD: 43%)🟢 $CELH: Celsius Holdings Inc (YTD: 55%)🟢 Introduction: Both businesses develop manufacture sell and distribute energy drinks in the U.S and internationally. $CELH has around XX% market share and $MNST XX% market share. Therefore these businesses are truly comparable and we can use Trading comps to assess current valuation. X. Historically $CELH has been traded at significant premium to $MNST Over the last X years $CELH (43.3x EV/EBITDA) Stock has been traded at significant premium to $MNST (24.59x EV/EBITDA) which represents 76%."
X Link 2025-11-28T00:49Z 5819 followers, 1557 engagements
"$TMDX - Terumo to Acquire OrganOx😳 Please find below the details of this highly relevant Transaction.👇 X. Enterprise Value at $1.5bn✅ 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 5823 followers, 9876 engagements
"Portfolio Update 11/08👇🏻👀 $NBIS XXX% ($27.41)🧑💻// Up 267%🟢 $HIMS XXX% ($15.66)💊// Up 148%🟢 $AMD XXX% ($112.6) 💻// Up 84%🟢 $SHOP XXX% ($57.98)📦// Up 163%🟢 $LVMH XXX% (516.95)👜// Up 17%🟢 $NFLX XXX% ($172.50)📺// Up 474%🟢 $CRWD XXX% ($221.27)🔏// Up 130%🟢 $ASML XXX% (667.67)🧑💻// Up 30%🟢 $UNH XXX% ($286.32)💟// Up 9%🟢 $TMDX XXX% ($56.97)💟// Up 85%🟢 $CELH XXX% ($21.98)🧃// Up 69%🟢 $ENPH XXX% ($32.35) 🌞// Down 7%🔴 $DUOL XXX% ($189.35) 🧑🎓// Up 6%🟢 $PALO XXX% ($145.09)🔏// Up 36%🟢 $ELF XXX% ($72.68)💄// Down 8%🔴 $DLO XXX% ($10.03)💳// Up 21%🟢 $TTD XXX% ($45.73)💻// Down"
X Link 2025-11-08T14:05Z 5822 followers, 21.4K engagements
"$DLO Dlocal Limited: DCF valuation The financial projections below have been prepared by using the following assumptions (see below). X Key assumptions: - Sales CAGR 2026E-30E at XXXX% from $1263m in 2026E to $2806m in 2030E which is really conservative considering $DLO has been growing by XXXXX% over the last X years. - EBITDA margin completely flat at XXXX% from 2024A to 2030E without considering any margin improvement even if the business is continuing to make significant investments. Again this assumption is super conservative. - We have assumed XX% income tax over the period which is in"
X Link 2025-11-14T21:43Z 5822 followers, 7561 engagements
"$ENPH announced a $68m Safe Harbor Agreement The Company announced a new safe Harbor Agreement with a leading solar financing company projected to generate $68m in revenue over 12-24 months beginning in 2026. The agreement which is the first of multiple expected with this third-party ownership (TPO) provider covers $ENPH's IQ9 Microinverters for residential projects. These microinverters will be produced at U.S. manufacturing facilities with shipments expected to begin in Q1 2026. This marks $ENPPH's third Safe Harbor Agreement since the new U.S. federal budget bill was signed into law in"
X Link 2025-11-21T21:36Z 5821 followers, 3186 engagements
"Portfolio Update 11/22👇🏻👀 $SHOP XXX% ($57.98)📦// Up 155%🟢 $LVMH XXX% (516.95)👜// Up 21%🟢 $AMD XXX% ($112.6) 💻// Up 62%🟢 $HIMS XXX% ($15.66)💊// Up 111%🟢 $NBIS XXX% ($27.41)🧑💻// Up 176%🟢 $NFLX XXX% ($172.50)📺// Up 446%🟢 $UNH XXX% ($286.32)💟// Up 8%🟢 $TMDX XXX% ($56.97)💟// Up 105%🟢 $CRWD XXX% ($221.27)🔏// Up 110%🟢 $ASML XXX% (667.67)🧑💻// Up 25%🟢 $CELH XXX% ($21.98)🧃// Up 60%🟢 $ENPH XXX% ($32.35) 🌞// Down 16%🔴 $DUOL XXX% ($189.35) 🧑🎓// Down 9%🔴 $ELF XXX% ($72.68)💄// Down 12%🔴 $PALO XXX% ($145.09)🔏// Up 18%🟢 $DLO XXX% ($10.03)💳// Up 18%🟢 $TTD XXX% ($45.73)💻//"
X Link 2025-11-22T14:52Z 5822 followers, 16.3K engagements
"Portfolio Update 11/29👇🏻👀 $SHOP XXX% ($57.98)📦// Up 174%🟢 $HIMS XXX% ($15.66)💊// Up 140%🟢 $AMD XXX% ($112.6) 💻// Up 71%🟢 $LVMH XXX% (516.95)👜// Up XX% 🟢 $NBIS XXX% ($27.41)🧑💻// Up 212%🟢 $TMDX XXX% ($56.97)💟// Up 125%🟢 $NFLX XXX% ($17.25)📺// Up 459%🟢 $ASML XXX% (667.67)🧑💻// Up 35%🟢 $UNH XXX% ($286.32)💟// Up 11%🟢 $CRWD XXX% ($221.27)🔏// Up 116%🟢 $CELH XXX% ($21.98)🧃// Up 66%🟢 $ENPH XXX% ($32.35) 🌞// Down 11%🔴 $DUOL XXX% ($189.35) 🧑🎓// Up 1%🟢 $ELF XXX% ($72.68)💄// Down 6%🔴 $PALO XXX% ($145.09)🔏// Up 22%🟢 $DLO XXX% ($10.03)💳// Up 20%🟢 $TTD XXX% ($45.73)💻//"
X Link 2025-11-29T18:55Z 5822 followers, 4956 engagements
"4. $ADBE Adobe Inc. ($150bn Mkt Cap) - FY25 EBITDA Growth = XX% - FY25 EBITDA Margin = XXXXX% - FY25 EV/ EBITDA = 12.56x"
X Link 2025-09-16T23:15Z 5824 followers, XXX engagements
"$SEDG (+13%)🟢 $ENPH (+9%) 🟢 Badri Kothandaraman (current CEO) consistent buying of $ENPH shares is a clear signal of confidence in the company's future value (see below recent SEC fillings). This a vote of confidence from the current CEO who is putting its own money on the company's growth and success. We believe it is a bullish sign which can lead to increased stock prices and better company performance over the long-term. The estimated Net Worth of Badri is $53.7m as of November 10th 2025. Indeed he owns 1635632 shares of $ENPH worth more than $537m as of November 10th. However this net"
X Link 2025-11-10T23:26Z 5824 followers, 3254 engagements
"$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. $DLO is currently dealing with different dynamics in Africa: a legacy business in Egypt being eroded by client internalization and macroeconomic shock and a burgeoning Other Africa Segment driven by cross-border payouts and high growth fintech partnerships. Headline numbers for the Africa & Asia region appeared sluggish revenue dropped 10%"
X Link 2025-11-26T00:25Z 5823 followers, 3022 engagements
"$HROW (+11%)😳 Investors have concerns on the current financial leverage of the Business. $HROW has a net debt balance of $175m. Nevertheless we think this amount of net debt is manageable. Indeed over the last few quarters Net Debt/EBITDA has dropped significantly as the business is growing and generating more margin. This multiple has declined from 7.5x in Q4 2024 to 3.7x in Q3 2025 (see below). Therefore we believe investors are overstating the risks associated to financial leverage of the business. It is commonly assumed among investors that 3x Net Debt/EBITDA is a sustainable level."
X Link 2025-12-03T17:54Z 5823 followers, 2656 engagements
"$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%🔴. Institutional Investors seem to prepare their portfolios for next year and believe adding $ENPH at current level"
X Link 2025-12-05T18:08Z 5823 followers, 1287 engagements
"$ADBE: Adobe Inc.🤓 Tomorrow $ADBE reports Q4 2025 Results. Please find below Market Expectations (see Table below) : 👇🏻 - Revenue: $6111m up X% Y-o-Y; - EBITDA: 2984m XXXX% Margin; - Diluted EPS: $5.40; What are the Key Items to Monitor🤔 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 5824 followers, XXX engagements