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# ![@MoatWise Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1601555111175946240.png) @MoatWise Moat Wise

Moat Wise posts on X about $baba, $qfin, $gamb, $crmd the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1601555111175946240/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1601555111175946240/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXX +16,188%
- X Months XXXXXX +78%
- X Year XXXXXX +440%

### Mentions: X [#](/creator/twitter::1601555111175946240/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1601555111175946240/c:line/m:posts_active.svg)

- X Week XX +6.30%
- X Month XX +950%
- X Months XX +108%
- X Year XX +60%

### Followers: XXX [#](/creator/twitter::1601555111175946240/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1601555111175946240/c:line/m:followers.svg)

- X Week XXX +3%
- X Month XXX +14%
- X Months XXX +256%
- X Year XXX +181%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1601555111175946240/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1601555111175946240/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1601555111175946240/influence)
---

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

**Social topic influence**
[$baba](/topic/$baba) 13.64%, [$qfin](/topic/$qfin) #7, [$gamb](/topic/$gamb) #2, [$crmd](/topic/$crmd) #9, [baba](/topic/baba) 9.09%, [$jakk](/topic/$jakk) 4.55%, [debt](/topic/debt) 4.55%, [money](/topic/money) 4.55%, [ip](/topic/ip) 4.55%, [tariffs](/topic/tariffs) XXXX%

**Top accounts mentioned or mentioned by**
[@suericgp](/creator/undefined) [@dividenddynasty](/creator/undefined) [@topieero](/creator/undefined) [@rendezvous2332](/creator/undefined) [@renesellmann](/creator/undefined) [@abelinvests](/creator/undefined) [@ze1ooooo](/creator/undefined) [@psinvestor](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Sea Limited (SE)](/topic/sea-limited) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [PROCEPT BioRobotics Corporation Common Stock (PRCT)](/topic/$prct) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [Valley National Bancorp (VLY)](/topic/$vly) [RAI Finance (SOFI)](/topic/$sofi) [Crocs, Inc. (CROX)](/topic/$crox) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Hundred Million (100M)](/topic/$100m)
### Top Social Posts [#](/creator/twitter::1601555111175946240/posts)
---
Top posts by engagements in the last XX hours

"$JAKK is trading like its going out of business but its not. 5x earnings X% yield no debt issues and major licensing IP. I rode it before from $XX to $XX. This is free money if youve got the patience. A great swing trade IMO"  
[X Link](https://x.com/MoatWise/status/1949839004125266348) [@MoatWise](/creator/x/MoatWise) 2025-07-28T14:26Z XXX followers, 1611 engagements


"100% Tariffs $BABA"  
[X Link](https://x.com/MoatWise/status/1976756674565406751) [@MoatWise](/creator/x/MoatWise) 2025-10-10T21:08Z XXX followers, XXX engagements


"@TopiEero I agree I missed out on sea limited and tencent I really wanted to buy them both around the $XX range but I also had so much exposure to $BABA & $JD that I decided to pass big mistake Hope you get a chance to check out $QFIN and $GAMB one day"  
[X Link](https://x.com/MoatWise/status/1977321759159566644) [@MoatWise](/creator/x/MoatWise) 2025-10-12T10:33Z XXX followers, XXX engagements


"Yeah I ended up exiting $HIMS after digging deeper started to lose trust in management and came across some solid bear cases and views from Adam May and Natan Investing that made me rethink the whole risk/reward. For $CRMD my thesis is pretty straightforward: its a deeply undervalued first-mover in a niche with zero direct competition. DefenCath is the only FDA-approved antimicrobial catheter lock solution and the companys gross margins are already trending toward 70%+ even at early stages of commercialization. Theyve guided well above expectations and the full-year outlook keeps improving as"  
[X Link](https://x.com/MoatWise/status/1980491141796753813) [@MoatWise](/creator/x/MoatWise) 2025-10-21T04:27Z XXX followers, XX engagements


"Building my next watchlist of asymmetric setups: $GAMB gambling affiliate cash machine $KSPI Kazakhstan e-commerce $NICE enterprise AI software leader $QFIN Chinas forgotten fintech cash cow $CRMD hospital infection prevention biotech $DCTH precision oncology small-cap $NOAH Chinese firm trading near liquidation value $OUST lidar consolidation bet $PRCT robotic surgery disruptor Mix of moats margins and mispricing. Does anyone see any value in these names"  
[X Link](https://x.com/MoatWise/status/1977312366489710707) [@MoatWise](/creator/x/MoatWise) 2025-10-12T09:56Z XXX followers, 1096 engagements


"$QFIN PE Ratio is insane compared to non Chinese peers. $SOFI $HBAN $VLY"  
[X Link](https://x.com/MoatWise/status/1977478737227915652) [@MoatWise](/creator/x/MoatWise) 2025-10-12T20:57Z XXX followers, XXX engagements


"You cant own both $CROX and $LULU So if you had to pick one right now: LULU = premium brand better margins long runway CROX = cheaper more cyclical re-rating potential"  
[X Link](https://x.com/MoatWise/status/1977534728611008718) [@MoatWise](/creator/x/MoatWise) 2025-10-13T00:39Z XXX followers, 1289 engagements


"How is $GAMB not a buy here Founder led ✅ XX% gross margins ✅ XX% insider ownership ✅ Strong FCF recurring rev expanding into data & ticketing. Markets punishing uncertainty not fundamentals. Fair value looks 47x current price"  
[X Link](https://x.com/MoatWise/status/1978004648574480825) [@MoatWise](/creator/x/MoatWise) 2025-10-14T07:47Z XXX followers, 1624 engagements


"$CRMD drops prelim Q3: $100M rev ($85M DefenCath) vs $66M est pro forma $125M FY25 guide raised to $375M Adj. EBITDA $70M. Shares popping"  
[X Link](https://x.com/MoatWise/status/1980257355762938174) [@MoatWise](/creator/x/MoatWise) 2025-10-20T12:58Z XXX followers, XXX engagements


"So $BABA isn't just a retailer. Alibaba Intelligence"  
[X Link](https://x.com/MoatWise/status/1980263682740310196) [@MoatWise](/creator/x/MoatWise) 2025-10-20T13:23Z XXX followers, XXX engagements