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# ![@ValuationEdge_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1966358545407881225.png) @ValuationEdge_ The Valuation Analyst

The Valuation Analyst posts on X about $jd, $zeta, $root, $unh the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1966358545407881225/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966358545407881225/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1966358545407881225/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966358545407881225/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::1966358545407881225/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966358545407881225/c:line/m:followers.svg)

- X Week XXXXX +13%
- X Month XXXXX +69%

### CreatorRank: XXXXXXX [#](/creator/twitter::1966358545407881225/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966358545407881225/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$jd](/topic/$jd) #13, [$zeta](/topic/$zeta) #53, [$root](/topic/$root) #9, [$unh](/topic/$unh) #49, [$pypl](/topic/$pypl) #994, [$dlo](/topic/$dlo) #5, [$pdd](/topic/$pdd) #14, [market cap](/topic/market-cap) #341, [$oscr](/topic/$oscr) #76, [business](/topic/business) XXXX%

**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@stockchaser](/creator/undefined) [@grok](/creator/undefined) [@mmatters22596](/creator/undefined) [@thevaluetrade](/creator/undefined) [@wealthmatica](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@ronaldo7trades](/creator/undefined) [@spike_1567](/creator/undefined) [@fiscalai](/creator/undefined) [@jminvestment0](/creator/undefined) [@rigbyvalue](/creator/undefined) [@jdonovan42](/creator/undefined) [@thexcapitalist](/creator/undefined) [@meeijer](/creator/undefined) [@spike1567](/creator/undefined) [@theronnievshow](/creator/undefined) [@theraymyers](/creator/undefined) [@goodpoint123](/creator/undefined) [@commonsenseplay](/creator/undefined)

**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [The Root Network (ROOT)](/topic/$root) [UnitedHealth Group (UNH)](/topic/$unh) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Novo-Nordisk (NVO)](/topic/$nvo) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Adobe, Inc. (ADBE)](/topic/$adbe) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Trade Desk, Inc. (TTD)](/topic/$ttd) [WEN Token (WEN)](/topic/$wen) [Ciena Corporation (CIEN)](/topic/$cien) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [UiPath, Inc. (PATH)](/topic/$path) [4 (FOUR)](/topic/$four) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [On Holding AG (ONON)](/topic/$onon) [Intel Corporation (INTC)](/topic/$intc) [NuCypher (NU)](/topic/$nu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Centene Corp (CNC)](/topic/$cnc) [Carvana Co. (CVNA)](/topic/$cvna) [Crocs, Inc. (CROX)](/topic/$crox) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Victoria's Secret & Co. (VSCO)](/topic/$vsco)
### Top Social Posts
Top posts by engagements in the last XX hours

"@thexcapitalist $TTD Revenue and operating income👇 Revenue growth: XX% CAGR Op Income growth: XX% CAGR $TTD fundamental growth looks outstanding. I dont own it and dont know a ton about it. Is $TTD cheap at at 45x earnings"  
[X Link](https://x.com/ValuationEdge_/status/1995581030724775947)  2025-12-01T19:49Z 1071 followers, 2753 engagements


"$DLO is one of the most undervalued growth names in the market heres why: P/E: XX for a company growing like a true fintech rocket TTM rev growth: 30%+ 3-yr CAGR: XX% TPV up XX% YoY last quarter demand is exploding Margins dipped but who cares Thats normal when youre scaling into a massive TAM with land-and-expand economics Market is mispricing a high-moat Latin America payments infra play like its a slow grower At this valuation the risk/reward is insane. One of the best values in the market right now. LONG $DLO"  
[X Link](https://x.com/ValuationEdge_/status/1996570464072659043)  2025-12-04T13:21Z 1071 followers, 1879 engagements


"@fiscal_ai $ADBE trading at its lowest PE since 2020 Market was likely overvaluing it then. Now $ADBE looks undervalued"  
[X Link](https://x.com/ValuationEdge_/status/1997358539509989472)  2025-12-06T17:32Z 1071 followers, 1739 engagements


"My favorite risk/reward setups in the market right now real numbers real upside 👇 $OSCR EV/Sales XXX $11.29B revenue Guiding profitability next year Mkt cap $4.4B ➡ $40+ in a few years feels reasonable $ZETA EV/Sales XXX XX% gross margins XX% 3yr revenue CAGR Mkt cap $4.5B / Sales $1.22B ➡ $35+ within XX months feels reasonable $ROOT XX PE XX% 3yr revenue CAGR XX% gross margins $1.25B mkt cap / $1.45B sales ➡ One of the cleanest asymmetries $200+ in X yrs could happen $DLO XX PE XX% 3yr revenue CAGR XX% op margins EV/EBITDA 16x ➡ High-quality compounding $30+ in XX yrs if they execute $GRAB"  
[X Link](https://x.com/ValuationEdge_/status/1998020772007207294)  2025-12-08T13:24Z 1071 followers, XXX engagements


"@commonsenseplay What are your thoughts with $WEN Value looks there but not sure about the business I don't know enough about them. Off first glance the debt makes me cautious. What's your bull case"  
[X Link](https://x.com/ValuationEdge_/status/1997847655918260675)  2025-12-08T01:56Z 1071 followers, XXX engagements


"@TheValueTrade $PDD at $XXX $JD $30"  
[X Link](https://x.com/ValuationEdge_/status/1994445646414106971)  2025-11-28T16:37Z 1071 followers, 1056 engagements


"My top picks in this market: Heres what Im holding and WHY 👇 $UNH UnitedHealth Group XX P/E XX% revenue growth A mega-cap compounding machine trading like a value stock. $ROOT Root Inc. XX earnings XX% TTM revenue growth Tech + insurance + real traction. $PYPL PayPal XX earnings X% 3-yr revenue CAGR A cash-flow monster priced like its dying. $ZETA Zeta Global Forward P/E XX XX% 3-yr revenue growth Profitable growth with runway still mispriced. $OSCR Oscar Health XXX EV/Sales XX% 3-yr revenue growth One of the cheapest scalable insurers in the market. $LULU Lululemon Athletica XX earnings 15%"  
[X Link](https://x.com/ValuationEdge_/status/1995843815672873413)  2025-12-02T13:13Z 1071 followers, 1228 engagements


"@TheLongInvest $JD down XX% on the year P/E =10x earnings Revenue growth: X% CAGR (3 yr) Cash: $29B Market cap: $48B $JD will not be $XX for much longer"  
[X Link](https://x.com/ValuationEdge_/status/1995979969571192914)  2025-12-02T22:14Z 1071 followers, 4394 engagements


"@mind1nvestor $JD fundamentals are disconnected from the price We must be patient with $JD Risk/reward is phenomenal here"  
[X Link](https://x.com/ValuationEdge_/status/1997357927561118055)  2025-12-06T17:30Z 1071 followers, 2309 engagements


"@eWhispers @Oracle @lululemon @Adobe @Synopsys @Chewy @Ciena @CrackerBarrel @tollbrothers @aerovironment @thecampbellsco Appreciate you"  
[X Link](https://x.com/ValuationEdge_/status/1997889077366943876)  2025-12-08T04:40Z 1071 followers, XXX engagements


"@TheLongInvest $ZETA fundamentals are phenomenal Revenue CAGR: XX% Operating Profits: turning positive Once this re-rates $ZETA will not stay below $20"  
[X Link](https://x.com/ValuationEdge_/status/1998046881520443414)  2025-12-08T15:07Z 1071 followers, 1168 engagements


"$DLO growing in Africa👇 $DLO still trades at 24x earnings TPV grew XX% last quarter Risk/reward is phenomenal Long $DLO"  
[X Link](https://x.com/ValuationEdge_/status/1998408582866370702)  2025-12-09T15:05Z 1071 followers, XXX engagements


"Wild how $PDD is basically sitting on an $NVDA-sized cash pile while trading at just a $160B market cap. - Revenue up XXX since 2020. - Net income: $14.3B last year. - Cash: $59.5B. - Valuation: XXXX earnings. Everyone talks about the Magnificent X but the real monster might be hiding in plain sight. $PDD feels massively mispriced"  
[X Link](https://x.com/ValuationEdge_/status/1991642501816430865)  2025-11-20T22:59Z 1051 followers, 1917 engagements


"@StockMKTNewz @fiscal_ai @grok assuming $GOOGL continues to compound revenue at historical rates (last X years) where do we see revenues and where does the valuation move to (market cap) assuming margins stay consistent"  
[X Link](https://x.com/ValuationEdge_/status/1994089501610668445)  2025-11-27T17:02Z 1035 followers, XXX engagements


"@StockChaser_ I agree $JD is undervalued. I think you have the EPS in local currency though not super helpful for US investors. Also $28B in cash and $16B in debt helps make $JD look cheap Here's $JD's EPS trend in USD👇"  
[X Link](https://x.com/ValuationEdge_/status/1994114616138584073)  2025-11-27T18:42Z 1066 followers, 1623 engagements


"Mainly competition and geopolitical risk. Also $JD margins are being eaten right now by their investment in the food delivery business which is creating a lot of losses. Other businesses are great. If they got rid of that business along the stock would be worth at least double based on P/E and earnings. Risk/reward looks great but also some risks due to management. Not much clear guidance on the business"  
[X Link](https://x.com/ValuationEdge_/status/1994125238263775701)  2025-11-27T19:24Z 1063 followers, XXX engagements


"@MMatters22596 Agreed $UNH $JD and $PYPL are still undervalued Don't know enough about $DUOL so avoiding that one"  
[X Link](https://x.com/ValuationEdge_/status/1994440085488488952)  2025-11-28T16:15Z 1062 followers, 1717 engagements


"@TacticzH $DLO is a great buy right now👇 Revenue Growth: XX% (3 year avg) P/E: 24x earnings $DLO is consistently getting better yet the stock is down since 2022. Massive disconnect. 24x earnings is a steal What am I missing about $DLO"  
[X Link](https://x.com/ValuationEdge_/status/1994481673673839015)  2025-11-28T19:01Z 1063 followers, 1946 engagements


"If you had to pick between these four large cap value stocks to hold for the next X years what are you picking👇 $PYPL $ADBE $NVO $JD"  
[X Link](https://x.com/ValuationEdge_/status/1994803282351415324)  2025-11-29T16:18Z 1051 followers, XXX engagements


"@MMatters22596 @grok what is the bull and bear thesis for $PATH Give me some realistic forecasted numbers for $PATH financials in terms of revenue profits and margins to the best of your ability"  
[X Link](https://x.com/ValuationEdge_/status/1994819792243757247)  2025-11-29T17:24Z 1032 followers, 2873 engagements


"@JM_Investment0 LONG $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1994846849954713921)  2025-11-29T19:12Z 1042 followers, XXX engagements


"The risk/reward is great for $UNH at $XXX The risk/reward is great for $OSCR at $XX The risk/reward is great for $JD at $XX The risk/reward is great for $ZETA at $XX The risk/reward is great for $NVO at $XX The risk/reward is great for $MOH at $XXX The risk/reward is great for $PYPL at $XX The risk/reward is great for $PDD at $XXX The risk/reward is great for $ROOT at $XX The risk/reward is great for $DLO at $XX The risk/reward is great for $LULU at $184"  
[X Link](https://x.com/ValuationEdge_/status/1995134084062892118)  2025-11-30T14:13Z 1066 followers, 1498 engagements


"📌 $OSCR Mini Valuation Breakdown ➡What they do: Tech-driven health insurer growing faster than the industry. ➡The numbers: XX% 3-yr revenue growth $11.29B TTM revenue XX% gross margin X% net margin (trending to breakeven) ➡Valuation today: XXX EV/Sales $4.8B market cap XXX P/FCF ➡Why I think its mispriced: Profitability guided for 2026/2027 ACA subsidy uncertainty = temporary overhang Business improving while the stock has gone nowhere since 2024 Market ignoring operating leverage + FCF inflection ➡My takeaway: A XX% growth company trading at deep-value multiples. Sentiment is lagging the"  
[X Link](https://x.com/ValuationEdge_/status/1995482563876372836)  2025-12-01T13:18Z 1041 followers, XXX engagements


"@TheValueTrade $JD $LULU $UNH $NVO $OSCR"  
[X Link](https://x.com/ValuationEdge_/status/1995542660308746274)  2025-12-01T17:17Z 1062 followers, XXX engagements


"True this isnt to say $JD was correctly valued back then but tells a story in a simple way. The business has grown and the market does not like it. Market sentiment is there for a good reason mainly margins and food delivery business concerns along with competition. Being in China doesnt help either. This was more of a simple way to say $JD looks undervalued here not showing the complete picture. People typically dont read full the full analysis and want a hard hitting image"  
[X Link](https://x.com/ValuationEdge_/status/1995577063521014227)  2025-12-01T19:33Z 1063 followers, XXX engagements


"@Spike_1567 @TheValueTrade I like $FOUR and $ROOT too do not know about Topicus"  
[X Link](https://x.com/ValuationEdge_/status/1995719230583341349)  2025-12-02T04:58Z 1070 followers, XXX engagements


"Which one would you buy 🤔 Same industry. Totally different valuations. $LULU X EV/EBITDA $DECK XXXX EV/EBITDA $ONON XXXX EV/EBITDA One is priced like a value play. One is priced like a quality compounder. One is priced like perfection. If you had to pick one for the next X years which is it and why 👇"  
[X Link](https://x.com/ValuationEdge_/status/1995891262159794401)  2025-12-02T16:22Z 1055 followers, XXX engagements


"$JD YTD 👇 Down XX% YTD high: $XX YTD low: $XX $JD trades at 10x earnings Fear is priced in"  
[X Link](https://x.com/ValuationEdge_/status/1996266489062523233)  2025-12-03T17:13Z 1050 followers, 1199 engagements


"@StockChaser_ $ZETA is super undervalued at $XX a share right now Margins are starting to flip positive Long $ZETA"  
[X Link](https://x.com/ValuationEdge_/status/1996549076272468254)  2025-12-04T11:56Z 1051 followers, 1480 engagements


"@SixSigmaCapital $UNH is one of my favorite defensive plays $JD and $PDD have strong balance sheets and are undervalued. I like them as a defensive pick"  
[X Link](https://x.com/ValuationEdge_/status/1996690167562977297)  2025-12-04T21:16Z 1070 followers, XXX engagements


"VALUATION MATTERS If you bought $INTC in 2021 you'd still be down XX% $INTC is up XXX% YTD Buy when fear is priced in not when everyone is overly optimistic"  
[X Link](https://x.com/ValuationEdge_/status/1996975888345297126)  2025-12-05T16:12Z 1070 followers, XXX engagements


"@TheRonnieVShow $GRAB is ready to launch"  
[X Link](https://x.com/ValuationEdge_/status/1996977928408633557)  2025-12-05T16:20Z 1032 followers, XXX engagements


"@StockChaser_ I like this list. I'd add $ROOT $TMDX $AMZN $DLO $NU $GRAB"  
[X Link](https://x.com/ValuationEdge_/status/1996980595742666823)  2025-12-05T16:30Z 1041 followers, XXX engagements


"Why not $HIMS long term Their growth is unheard of even though the valuation right now is high compared to current day. I get the fear of disruption but $HIMS feels like it has a long runway ahead if they keep executing. Maybe I'm wrong Really curious about your thoughts on $HIMS"  
[X Link](https://x.com/ValuationEdge_/status/1997014003818562006)  2025-12-05T18:43Z 1051 followers, XXX engagements


"@JM_Investment0 Really good value on $MOH. I also have positions in $UNH and $CNC too I like those better but the $MOH valuation is getting crazy right now"  
[X Link](https://x.com/ValuationEdge_/status/1997044702487761190)  2025-12-05T20:45Z 1054 followers, XXX engagements


"@TrendSpider @grok is this positive news for $ROOT having $CVNA in the S&P500"  
[X Link](https://x.com/ValuationEdge_/status/1997097519218659534)  2025-12-06T00:15Z 1034 followers, XXX engagements


"@StockChaser_ I agree with $NVO and $JD $DUOL Im still not sold on I dont really know enough about it yet. Why do you think $DOUL is misunderstood"  
[X Link](https://x.com/ValuationEdge_/status/1997438997224706340)  2025-12-06T22:52Z 1071 followers, XXX engagements


"@patientinvestt Anyone here own $CROX"  
[X Link](https://x.com/ValuationEdge_/status/1997846840549793849)  2025-12-08T01:52Z 1051 followers, XXX engagements


"@TheRayMyers Thank you Ray $ZETA is still early stages"  
[X Link](https://x.com/ValuationEdge_/status/1998048966408044554)  2025-12-08T15:16Z 1070 followers, XXX engagements


"3 real value plays right now: $JD XXX P/E X% rev CAGR $UNH XX P/E XX% rev CAGR $PYPL XX P/E XXX% rev CAGR Cheap. Growing. Ignored. This is where value lives. 📉🔥"  
[X Link](https://x.com/ValuationEdge_/status/1994441368299552808)  2025-11-28T16:20Z 1071 followers, XXX engagements


"$PYPL is quietly engineering a monster EPS boost. Theyve already retired XX% of the company since 2021 At todays prices their authorized repurchases can retire another XX% Fewer shares + steady cash flow = EPS goes up EPS goes up = stock goes up The math isnt complicated. The market is just ignoring it. LONG $PYPL. 📈🔥"  
[X Link](https://x.com/ValuationEdge_/status/1994479211550323117)  2025-11-28T18:51Z 1071 followers, 2465 engagements


"@nataninvesting $PDD is a monster. Here's a visual of $PDD Free cash flow👇"  
[X Link](https://x.com/ValuationEdge_/status/1994480014621118649)  2025-11-28T18:54Z 1071 followers, 1166 engagements


"$ROOT is one of the most misunderstood growth stories in the market. $1.2B market cap. $1.45B in revenue. 23x P/E. XX% LTM rev growth. XX% 3-yr rev growth. And some of the best gross loss ratios in the entire auto-insurance industry. Legacy insurers get valued for size. $ROOT gets punished for being early. Thats the opportunity. Anything under $XXX is a gift in my eyes the kind of setup that looks obvious in hindsight. If they keep executing this is a 510x over the next X years type of name. Stock is down XX% on the year with highs of $XXX. Now trades $XX LONG $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1996584286846165093)  2025-12-04T14:16Z 1071 followers, 1309 engagements


"@TheLongInvest $ZETA fundamentals are phenomenal SG&A today is similar to 2022. While revenue is over double. One of the many reasons I like $ZETA Could easily see this above $XX next year LONG $ZETA"  
[X Link](https://x.com/ValuationEdge_/status/1997080951747174567)  2025-12-05T23:09Z 1071 followers, 1252 engagements


"@TheLongInvest @grok what are the most at risk names for a pullback right now due to valuations being driven up by the bull market"  
[X Link](https://x.com/ValuationEdge_/status/1998102210811687128)  2025-12-08T18:47Z 1071 followers, 2152 engagements


"$AMZN trading near its lowest valuation all time EV/EBITDA: 17x EBITDA P/E: 31x earnings Revenue growth CAGR: XX% $AMZN is the epitome of excellent execution at scale. They are a monster Im bullish $AMZN would love to buy more on a pullback but think even today its a good deal Whats am I missing about $AMZN"  
[X Link](https://x.com/ValuationEdge_/status/1998104146113593480)  2025-12-08T18:55Z 1071 followers, 3763 engagements


"Great visual on $GRAB 👇 Another high growth name experiencing operating leverage. High potential here"  
[X Link](https://x.com/ValuationEdge_/status/1998114542275145839)  2025-12-08T19:36Z 1071 followers, XXX engagements


"@MMMTwealth Love this list Oliver I own $ROOT $DLO and $TMDX. $HROW high on the watchlist Whats the case for $SPIR or $ONDS (if you have any favorite posts could you link them)"  
[X Link](https://x.com/ValuationEdge_/status/1998177480696529269)  2025-12-08T23:46Z 1071 followers, XXX engagements


"@TheLongInvest $JD is a clear disconnect Revenue over doubled since 2019 $JD Stock trades lower today than 2019 Long $JD"  
[X Link](https://x.com/ValuationEdge_/status/1995519711162073542)  2025-12-01T15:45Z 1071 followers, 1526 engagements


"🚨 $MOH: The Market Just Made a $10B Mistake 🚨 Swipe 👉 because this chart is insane. April X 2025 EV: $13.5B Todays EV: $3.14B A XX% collapse in one quarter doesnt reflect fundamentals it reflects fear forced selling and zero nuance. Everyone is pricing $MOH like its going out of business. Its not. Scroll for the part nobody is talking about. 👇"  
[X Link](https://x.com/ValuationEdge_/status/1996923726013595820)  2025-12-05T12:44Z 1071 followers, XXX engagements


"Great $ZETA visual by @TheRayMyers for anyone looking to learn more about this name 👇"  
[X Link](https://x.com/ValuationEdge_/status/1998048882547400728)  2025-12-08T15:15Z 1071 followers, XXX engagements


"@CaesarCapitalz $ZETA is a great buy under $XX IMO"  
[X Link](https://x.com/ValuationEdge_/status/1998049152161452190)  2025-12-08T15:16Z 1071 followers, XXX engagements


"@wealthmatica Thanks for sharing Great insight how much of your portfolio do you have in $ZETA Im considering adding right now"  
[X Link](https://x.com/ValuationEdge_/status/1998373586911035507)  2025-12-09T12:46Z 1071 followers, XXX engagements


"@thexcapitalist $AMZN revenue growth x multiple growth = 🚀 $AMZN has almost double operating margin from 2020-2020 (5.9%-11%) $AMZN is the epitome of quality heres the visual👇"  
[X Link](https://x.com/ValuationEdge_/status/1998406204138143775)  2025-12-09T14:55Z 1071 followers, XXX engagements


"@TheLongInvest 🤣 @grok how did $VSCO "body positivity" movement have on their brand and are they moving away from that in their advertising"  
[X Link](https://x.com/ValuationEdge_/status/1998501884177559637)  2025-12-09T21:15Z 1071 followers, XXX engagements