[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.] #  @SpeciosaInvest Speciosa Investing Speciosa Investing posts on X about $algn, balance sheet, longterm, warner bros the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1985012903997554688/interactions)  - X Week XXXXX +1,158% ### Mentions: X [#](/creator/twitter::1985012903997554688/posts_active)  - X Week XX +340% ### Followers: XX [#](/creator/twitter::1985012903997554688/followers)  - X Week XX +84% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1985012903997554688/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) **Social topic influence** [$algn](/topic/$algn) #3, [balance sheet](/topic/balance-sheet), [longterm](/topic/longterm) #761, [warner bros](/topic/warner-bros) #1232, [$cnc](/topic/$cnc), [$cnh](/topic/$cnh), [$pfe](/topic/$pfe), [$pypl](/topic/$pypl), [$unh](/topic/$unh), [$lyb](/topic/$lyb) **Top accounts mentioned or mentioned by** [@mrderivatives](/creator/undefined) [@jbulltard1](/creator/undefined) [@siyul](/creator/undefined) [@calvinfroedge](/creator/undefined) **Top assets mentioned** [Align Technology, Inc. (ALGN)](/topic/$algn) [Centene Corp (CNC)](/topic/$cnc) [CNH INDUSTRIAL N.V. (CNH)](/topic/$cnh) [Pfizer, Inc. (PFE)](/topic/$pfe) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [UnitedHealth Group (UNH)](/topic/$unh) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Dow Inc (DOW)](/topic/$dow) [Fiserv Inc (FISV)](/topic/$fisv) [Global Payments Inc (GPN)](/topic/$gpn) [Humana Inc (HUM)](/topic/$hum) [Metadium (META)](/topic/$meta) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) ### Top Social Posts Top posts by engagements in the last XX hours "6/7 My current portfolio is the following: $ALGN $CNC $CNH $DOW $FISV $GPN $HUM $JD $META $PFE $PYPL $UNH I am also watching $LYB closely and may start a position soon" [X Link](https://x.com/SpeciosaInvest/status/1995595821610664400) 2025-12-01T20:48Z XX followers, XXX engagements "2/9 Fundamentals remain strong $ALGN generates almost X billion dollars in annual revenue with high gross margins and consistent free cash flow and the current market cap is around XX billion dollars. Forward P/E around XX PEG around XXX Net cash balance sheet (around $1.1B) The market is pricing a high-margin category leader as if it were a slow-growth company which creates an attractive setup" [X Link](https://x.com/SpeciosaInvest/status/1996307171261186155) 2025-12-03T19:54Z XX followers, XX engagements "3/9 Doing well despite a weak consumer Roughly two-thirds of Americans report financial stress or difficulty keeping up with expenses. Orthodontics is discretionary yet $ALGN continues to show resilience in volumes. Brand strength + doctor channel dominance matter" [X Link](https://x.com/SpeciosaInvest/status/1996307173144424735) 2025-12-03T19:54Z XX followers, XX engagements "4/9 Buybacks support EPS $ALGN is buying shares aggressively. They completed a XXX million dollar repurchase earlier in 2025 and approved a new X billion dollar program for the next three years. Another XXX million dollars is planned for 2025 open-market repurchases. This provides meaningful long-term EPS support" [X Link](https://x.com/SpeciosaInvest/status/1996307175220658186) 2025-12-03T19:54Z XX followers, XX engagements "5/9 Massive moat & long runway Clear-aligner penetration is still low worldwide. $ALGN owns 2/3 of the invisible aligner market driven by the Invisalign + iTero ecosystem that competitors cant replicate. Industry expected to compound double digits through 2030+" [X Link](https://x.com/SpeciosaInvest/status/1996307177024205198) 2025-12-03T19:54Z XX followers, XX engagements "6/9 Growth expectations are healthy Analysts expect about 18-20 percent cumulative revenue growth for $ALGN over the next three years. Teen and kid demand remains solid and adult volumes offer upside when the macro improves" [X Link](https://x.com/SpeciosaInvest/status/1996307178601218432) 2025-12-03T19:54Z XX followers, XX engagements "7/9 Chart structure improving 4H: $ALGN shows a breakout over resistance EMA9 EMA21 SMA50 Reclaimed the XXX SMA OBV turning up accumulation Daily: Multi-month base SMA50 reclaimed pushing toward SMA200 OBV trending upward since October Weekly: Early-stage reversal OBV making higher lows Far below the 200-week MA room for mean reversion" [X Link](https://x.com/SpeciosaInvest/status/1996307180744524136) 2025-12-03T19:54Z XX followers, XX engagements "1/9 Im getting increasingly bullish on $ALGN. Fundamentals technicals and sentiment are finally aligning. Heres why I think the risk/reward looks attractive" [X Link](https://x.com/SpeciosaInvest/status/1996307169105371262) 2025-12-03T19:54Z XX followers, XXX engagements "8/9 My thesis Valuation is compressed balance sheet is flawless moat is intact buybacks are large and charts finally show accumulation + early reversal. If $ALGN is already holding up in a stressed consumer environment the upside once macro improves could be meaningful" [X Link](https://x.com/SpeciosaInvest/status/1996307182891995377) 2025-12-03T19:54Z XX followers, XXX engagements "9/9 My position I hold common shares of $ALGN purchased in the low 120s. I also built a Jan 2027 160180 bull call spread at a net debit of $XXXX per spread which gives me defined risk and good long-term convexity if the thesis plays out" [X Link](https://x.com/SpeciosaInvest/status/1996307184464851143) 2025-12-03T19:54Z XX followers, XXX engagements "$PSKY is up nearly X% today on this news. While the deal may be accretive and makes strategic sense long-term investors should wait for the dust to settle and see how the market rerates the combined company. Integration will take time and I would not be surprised to see PSKY below $XX at some point offering a better risk-reward entry" [X Link](https://x.com/SpeciosaInvest/status/1998056512506282098) 2025-12-08T15:46Z XX followers, XXX engagements "I find it crazy that Warner Bros management accepted Netflixs offer instead of Paramounts. Not only were shareholders getting a cash offer but the deal would also close much faster with far less regulatory overhang. This whole saga reminds me of when Spirit accepted JetBlues offer over Frontiers and we all know how that ended" [X Link](https://x.com/SpeciosaInvest/status/1998491507297292459) 2025-12-09T20:34Z XX followers, XXX engagements
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@SpeciosaInvest Speciosa Investing
Speciosa Investing posts on X about $algn, balance sheet, longterm, warner bros the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +1,158%
Mentions: X #
- X Week XX +340%
Followers: XX #
- X Week XX +84%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance stocks technology brands
Social topic influence $algn #3, balance sheet, longterm #761, warner bros #1232, $cnc, $cnh, $pfe, $pypl, $unh, $lyb
Top accounts mentioned or mentioned by @mrderivatives @jbulltard1 @siyul @calvinfroedge
Top assets mentioned Align Technology, Inc. (ALGN) Centene Corp (CNC) CNH INDUSTRIAL N.V. (CNH) Pfizer, Inc. (PFE) PayPal Holdings Inc (PYPL) UnitedHealth Group (UNH) LyondellBasell Industries NV (LYB) Dow Inc (DOW) Fiserv Inc (FISV) Global Payments Inc (GPN) Humana Inc (HUM) Metadium (META) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD)
Top Social Posts
Top posts by engagements in the last XX hours
"6/7 My current portfolio is the following: $ALGN $CNC $CNH $DOW $FISV $GPN $HUM $JD $META $PFE $PYPL $UNH I am also watching $LYB closely and may start a position soon"
X Link 2025-12-01T20:48Z XX followers, XXX engagements
"2/9 Fundamentals remain strong $ALGN generates almost X billion dollars in annual revenue with high gross margins and consistent free cash flow and the current market cap is around XX billion dollars. Forward P/E around XX PEG around XXX Net cash balance sheet (around $1.1B) The market is pricing a high-margin category leader as if it were a slow-growth company which creates an attractive setup"
X Link 2025-12-03T19:54Z XX followers, XX engagements
"3/9 Doing well despite a weak consumer Roughly two-thirds of Americans report financial stress or difficulty keeping up with expenses. Orthodontics is discretionary yet $ALGN continues to show resilience in volumes. Brand strength + doctor channel dominance matter"
X Link 2025-12-03T19:54Z XX followers, XX engagements
"4/9 Buybacks support EPS $ALGN is buying shares aggressively. They completed a XXX million dollar repurchase earlier in 2025 and approved a new X billion dollar program for the next three years. Another XXX million dollars is planned for 2025 open-market repurchases. This provides meaningful long-term EPS support"
X Link 2025-12-03T19:54Z XX followers, XX engagements
"5/9 Massive moat & long runway Clear-aligner penetration is still low worldwide. $ALGN owns 2/3 of the invisible aligner market driven by the Invisalign + iTero ecosystem that competitors cant replicate. Industry expected to compound double digits through 2030+"
X Link 2025-12-03T19:54Z XX followers, XX engagements
"6/9 Growth expectations are healthy Analysts expect about 18-20 percent cumulative revenue growth for $ALGN over the next three years. Teen and kid demand remains solid and adult volumes offer upside when the macro improves"
X Link 2025-12-03T19:54Z XX followers, XX engagements
"7/9 Chart structure improving 4H: $ALGN shows a breakout over resistance EMA9 EMA21 SMA50 Reclaimed the XXX SMA OBV turning up accumulation Daily: Multi-month base SMA50 reclaimed pushing toward SMA200 OBV trending upward since October Weekly: Early-stage reversal OBV making higher lows Far below the 200-week MA room for mean reversion"
X Link 2025-12-03T19:54Z XX followers, XX engagements
"1/9 Im getting increasingly bullish on $ALGN. Fundamentals technicals and sentiment are finally aligning. Heres why I think the risk/reward looks attractive"
X Link 2025-12-03T19:54Z XX followers, XXX engagements
"8/9 My thesis Valuation is compressed balance sheet is flawless moat is intact buybacks are large and charts finally show accumulation + early reversal. If $ALGN is already holding up in a stressed consumer environment the upside once macro improves could be meaningful"
X Link 2025-12-03T19:54Z XX followers, XXX engagements
"9/9 My position I hold common shares of $ALGN purchased in the low 120s. I also built a Jan 2027 160180 bull call spread at a net debit of $XXXX per spread which gives me defined risk and good long-term convexity if the thesis plays out"
X Link 2025-12-03T19:54Z XX followers, XXX engagements
"$PSKY is up nearly X% today on this news. While the deal may be accretive and makes strategic sense long-term investors should wait for the dust to settle and see how the market rerates the combined company. Integration will take time and I would not be surprised to see PSKY below $XX at some point offering a better risk-reward entry"
X Link 2025-12-08T15:46Z XX followers, XXX engagements
"I find it crazy that Warner Bros management accepted Netflixs offer instead of Paramounts. Not only were shareholders getting a cash offer but the deal would also close much faster with far less regulatory overhang. This whole saga reminds me of when Spirit accepted JetBlues offer over Frontiers and we all know how that ended"
X Link 2025-12-09T20:34Z XX followers, XXX engagements