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

The Valuation Analyst posts on X about $unh, $jd, $pypl, $root the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [-----] -51%
- [--] Month [-------] -51%

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

- [--] Week [--] -56%
- [--] Month [---] -40%

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

- [--] Week [-----] +0.35%
- [--] Month [-----] +26%

### CreatorRank: [---------] [#](/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)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [luxury brands](/list/luxury-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities) 

**Social topic influence**
[$unh](/topic/$unh), [$jd](/topic/$jd), [$pypl](/topic/$pypl), [$root](/topic/$root), [$zeta](/topic/$zeta), [$oscr](/topic/$oscr), [$nvo](/topic/$nvo), [business](/topic/business), [market](/topic/market), [in the](/topic/in-the)

**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@grok](/creator/undefined) [@thexcapitalist](/creator/undefined) [@mmatters22596](/creator/undefined) [@thevaluetrade](/creator/undefined) [@deepicevalue](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@fiscalai](/creator/undefined) [@nataninvesting](/creator/undefined) [@stockchaser](/creator/undefined) [@spike1567](/creator/undefined) [@mmmtwealth](/creator/undefined) [@mrderivatives](/creator/undefined) [@wearycenturion](/creator/undefined) [@trendspider](/creator/undefined) [@ashton1nvests](/creator/undefined) [@theraymyers](/creator/undefined) [@qualityinvest5](/creator/undefined) [@stockmktnewz](/creator/undefined) [@bourboncap](/creator/undefined)

**Top assets mentioned**
[UnitedHealth Group (UNH)](/topic/$unh) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [The Root Network (ROOT)](/topic/$root) [ZetaChain (ZETA)](/topic/$zeta) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Novo-Nordisk (NVO)](/topic/$nvo) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [DLocal Limited (DLO)](/topic/$dlo) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Adobe, Inc. (ADBE)](/topic/$adbe) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Centene Corp (CNC)](/topic/$cnc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Lemonade, Inc. (LMND)](/topic/$lmnd) [UiPath, Inc. (PATH)](/topic/$path) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [MercadoLibre Inc (MELI)](/topic/$meli) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NuCypher (NU)](/topic/$nu) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [RAI Finance (SOFI)](/topic/$sofi) [Eli Lilly and Company (LLY)](/topic/$lly) [Iris Energy Limited (IREN)](/topic/$iren) [Elevance Health Inc (ELV)](/topic/$elv) [Ferrari N.V. (RACE)](/topic/$race) [Metadium (META)](/topic/$meta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [Nike Inc (NKE)](/topic/$nke) [Advanced Micro Devices (AMD)](/topic/$amd) [Autozone Inc (AZO)](/topic/$azo) [Alibaba Group (BABA)](/topic/$baba) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oklo Inc. (OKLO)](/topic/$oklo) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Tanr45 @TheLongInvest Sorry I misspoke January [----] at [--] strikes price for $JD I have $CNC at [----] for January 2027"  
[X Link](https://x.com/ValuationEdge_/status/1973549038999052559)  2025-10-02T00:42Z [--] followers, [--] engagements


"@InvestingVisual $ASML"  
[X Link](https://x.com/ValuationEdge_/status/1973747945167306771)  2025-10-02T13:52Z [---] followers, [---] engagements


"@MMatters22596 Maybe Im wrong but disagree on this one. $SNAP has never been profitable which really concerns me. Why do you think the story will get better"  
[X Link](https://x.com/ValuationEdge_/status/1973769373048586443)  2025-10-02T15:17Z [---] followers, [---] engagements


"📊 $PYPL Buyback Math EPS now: $4.73 $15B buyback EPS: $6.17 (+30%) At todays P/E (14.2x): ➡ $87.50/share (30% upside no growth) Valuation scenarios: 🔹 12x $74 🔹 16x $99 🔹 18x $111 ⚡Buybacks dont just shrink shares they boost EPS & reshape valuation"  
[X Link](https://x.com/ValuationEdge_/status/1974081491400348125)  2025-10-03T11:57Z [--] followers, [--] engagements


"@longoption $ROOT period"  
[X Link](https://x.com/ValuationEdge_/status/1974346672491933935)  2025-10-04T05:31Z [--] followers, [--] engagements


"@DeepValueBagger This just keeps getting better 😂. Time will tell for $PYPL. Why do you have such high conviction on this"  
[X Link](https://x.com/ValuationEdge_/status/1974469138933494121)  2025-10-04T13:38Z [--] followers, [---] engagements


"@weary_centurion Straight delusion from DVB $PYPL may take some time to price in buybacks but this thesis feels too stable and such low downside"  
[X Link](https://x.com/ValuationEdge_/status/1974478446936920385)  2025-10-04T14:15Z [--] followers, [---] engagements


"Earlier this year $UNH collapsed from $600 ➝ $250. Why Investor panic. EPS was cut from $32 ➝ $16 due to margin compression in health insurance. The market priced it like a collapse"  
[X Link](https://x.com/ValuationEdge_/status/1974489656424042882)  2025-10-04T14:59Z [--] followers, [--] engagements


"@DeepIceValue $UNH 📈 Cant believe we got the chance to buy at $250 Thanks Mr Market"  
[X Link](https://x.com/ValuationEdge_/status/1974495190649090226)  2025-10-04T15:21Z [--] followers, [---] engagements


"@ValerijDaniloff Thoughts on $ROOT vs $LMND"  
[X Link](https://x.com/ValuationEdge_/status/1974498894248915273)  2025-10-04T15:36Z [--] followers, [---] engagements


"@MMatters22596 Learning more about $ROOT currently and is becoming one of my favorites. Im in on $JD and $UNH too currently 📈"  
[X Link](https://x.com/ValuationEdge_/status/1974557687225725043)  2025-10-04T19:30Z [--] followers, [---] engagements


"@DeepIceValue Loaded up when it tanked having courage when you have that conviction is necessary. $UNH is still one of my favorites but loved it a lot more below $300"  
[X Link](https://x.com/ValuationEdge_/status/1974708364354707550)  2025-10-05T05:28Z [--] followers, [---] engagements


"@TheRayMyers Interesting need to learn more about $GRAB"  
[X Link](https://x.com/ValuationEdge_/status/1974848571326574707)  2025-10-05T14:46Z [--] followers, [---] engagements


"@weary_centurion Love this Im in on $UNH and $PYPL📈📈"  
[X Link](https://x.com/ValuationEdge_/status/1974862730952941773)  2025-10-05T15:42Z [--] followers, [---] engagements


"Any companies people want a deep dive on Some I like rn are $UNH $JD $ROOT $AMZN $DLO $PYPL $PDD $LULU #Stocks #ValueInvesting"  
[X Link](https://x.com/ValuationEdge_/status/1974864400344621544)  2025-10-05T15:48Z [--] followers, [---] engagements


"@Leo_Traydes $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1974864871436259832)  2025-10-05T15:50Z [--] followers, [---] engagements


"@TrendSpider $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1974865822138175922)  2025-10-05T15:54Z [--] followers, [----] engagements


"@StockSavvyShay @FuturumEquities Love it $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1974869511892525303)  2025-10-05T16:09Z [--] followers, [---] engagements


"@BrianFeroldi Once you understand inflation this will make sense. Not investing makes you poorer"  
[X Link](https://x.com/ValuationEdge_/status/1974873502395379861)  2025-10-05T16:25Z [--] followers, [---] engagements


"@TheLongInvest $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1974906509474849183)  2025-10-05T18:36Z [--] followers, [----] engagements


"@longoption Im long $ROOT Looking to add more at these levels this week"  
[X Link](https://x.com/ValuationEdge_/status/1974909042956108046)  2025-10-05T18:46Z [--] followers, [---] engagements


"@MrMikeInvesting Agree with $JD $UNH $OSCR 📈 Dont know enough about $BMNR but great post"  
[X Link](https://x.com/ValuationEdge_/status/1974911626630639932)  2025-10-05T18:56Z [---] followers, [----] engagements


"@BourbonCap Love $NU"  
[X Link](https://x.com/ValuationEdge_/status/1974912070694117528)  2025-10-05T18:58Z [---] followers, [---] engagements


"@KM6747074789673 @MrMikeInvesting Yep dont know anything about it but on first glance not in my wheelhouse. Dont understand blockchain so holding out on $BMNR"  
[X Link](https://x.com/ValuationEdge_/status/1974916988637212759)  2025-10-05T19:17Z [--] followers, [---] engagements


"@buccocapital $ROOT maybe not necessarily one earnings going to do that much but the value here is crazy considering growth opportunity"  
[X Link](https://x.com/ValuationEdge_/status/1974926603525263404)  2025-10-05T19:56Z [--] followers, [----] engagements


"$PYPL might be one of the most mispriced large-caps out there. Its growing buying back shares and trading like its in decline. Heres why Im adding and will buy more if it drops 👇"  
[X Link](https://x.com/ValuationEdge_/status/1974932014441898144)  2025-10-05T20:17Z [--] followers, [---] engagements


"💰 Valuation check: [--] P/E [--] EV/EBITDA 8% free cash flow yield Thats dirt cheap for a fintech giant with PayPals scale and consistent profitability"  
[X Link](https://x.com/ValuationEdge_/status/1974932018137026863)  2025-10-05T20:17Z [--] followers, [--] engagements


"📈 Growth isnt gone: Revenue has grown 11% per year over the last [--] years. Margins remain strong and engagement is rising. The markets still pricing this like its [----] not 2025"  
[X Link](https://x.com/ValuationEdge_/status/1974932020741730444)  2025-10-05T20:17Z [--] followers, [--] engagements


"🔁 Buybacks = hidden catalyst: PayPal just approved a $15B buyback plan. At these levels thats a huge EPS tailwind and I want to own more before the market catches up"  
[X Link](https://x.com/ValuationEdge_/status/1974932023564489106)  2025-10-05T20:17Z [--] followers, [--] engagements


"$PYPL gives me growth cash flow and buybacks all at value pricing. Im holding and looking to add on weakness. Sometimes the best plays are hiding in plain sight. Follow for more breakdowns on undervalued growth setups 📊👇"  
[X Link](https://x.com/ValuationEdge_/status/1974932026538242269)  2025-10-05T20:17Z [--] followers, [---] engagements


"@wilbertolau @buccocapital Safe drivers are saving hundreds per year on insurance through $ROOT. I think that could be a big deal for consumers since premiums are based on driving behavior instead of demographic"  
[X Link](https://x.com/ValuationEdge_/status/1974989069307482112)  2025-10-06T00:04Z [--] followers, [--] engagements


"@TheLongInvest Ya this is just flat out wrong from Mike revenue growth way off. I still love $PYPL tho"  
[X Link](https://x.com/ValuationEdge_/status/1974998499327692825)  2025-10-06T00:41Z [--] followers, [----] engagements


"$CVNA was left for dead at $3.55 in December [----] Now its $375 a 10460% move. A 100-BAGGER IN [--] YEARS Insanity Maybe. But thats what happens when fear meets leverage and sentiment flips"  
[X Link](https://x.com/ValuationEdge_/status/1975018767550706103)  2025-10-06T02:02Z [---] followers, [---] engagements


"@CreativeCap89 This is perfect. Exactly what Im thinking right now both $UNH and $PYPL are price for disaster when they are both healthy companies. The market will wake up with time on the must be patient"  
[X Link](https://x.com/ValuationEdge_/status/1975145056094060977)  2025-10-06T10:24Z [---] followers, [---] engagements


"🚀 $AMD ripping pre-market toward $220 after announcing a major deal with OpenAI. Congrats to $AMD holders 👏 I dont own it (and not looking to buy right now) but heres a quick dive into valuation growth and how it stacks up vs $NVDA 👇"  
[X Link](https://x.com/ValuationEdge_/status/1975194136748892524)  2025-10-06T13:39Z [---] followers, [---] engagements


"⚖ Quick comparison $AMD vs $NVDA At $220 ($350B market cap): $AMD P/S [----] EV/EBITDA [--] $NVDA P/S [--] EV/EBITDA [--] 5-yr Revenue CAGR: $AMD: 30% $NVDA: 55%+ AMDs catching up fast but youre paying a premium for growth that has to deliver"  
[X Link](https://x.com/ValuationEdge_/status/1975194140179624073)  2025-10-06T13:39Z [---] followers, [---] engagements


"🤝 The catalyst AMD just announced a multi-year AI chip deal with OpenAI plus option warrants for OpenAI to buy up to 10% of AMD. Thats huge validation could shift market sentiment fast. Still at $220 optimisms baked in. Not advice just one to keep on the radar 👀📊 Follow for more breakdowns like this 🔍"  
[X Link](https://x.com/ValuationEdge_/status/1975194142838808674)  2025-10-06T13:39Z [---] followers, [--] engagements


"@nataninvesting $ISRG"  
[X Link](https://x.com/ValuationEdge_/status/1975195752684249461)  2025-10-06T13:45Z [---] followers, [----] engagements


"@TheLongInvest Same thing that happened to $UNH at $250. Love this"  
[X Link](https://x.com/ValuationEdge_/status/1975196254385881321)  2025-10-06T13:47Z [---] followers, [----] engagements


"@TacticzH $NVO 🔥"  
[X Link](https://x.com/ValuationEdge_/status/1975210067344445602)  2025-10-06T14:42Z [---] followers, [---] engagements


"@TheLongInvest I love you TLI for this one $PYPL 📈📈"  
[X Link](https://x.com/ValuationEdge_/status/1975221217838960963)  2025-10-06T15:26Z [---] followers, [----] engagements


"@MMatters22596 I have long calls $JD Jan [----] at $35"  
[X Link](https://x.com/ValuationEdge_/status/1975221741791404281)  2025-10-06T15:28Z [---] followers, [---] engagements


"@ValueSense_io Great post added $AMD to the watchlist today"  
[X Link](https://x.com/ValuationEdge_/status/1975257176923927009)  2025-10-06T17:49Z [---] followers, [--] engagements


"@TheRayMyers Love $DLO $ROOT $AMZN $OSCR"  
[X Link](https://x.com/ValuationEdge_/status/1975257635202183235)  2025-10-06T17:51Z [---] followers, [---] engagements


"@MMatters22596 More $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1975258596465107307)  2025-10-06T17:55Z [---] followers, [---] engagements


"🚨 Smart Money Loading Up on $UNH since it tanked 📈 Since July some of the biggest investors on the planet have quietly piled in 👇 Warren Buffett (Berkshire) 🟢 5M shares ($1.6B stake) David Tepper (Appaloosa) 🟢 +1300% increase (now 750K shares) Michael Burry (Scion Asset Mgmt) 🟢 20K shares + call options Chris Davis (Davis Funds) 🟢 +1M shares added Stephen Mandel (Lone Pine Capital) 🟢 New position disclosed When the best take action its usually a good sign to pay attention. #UNH #Investing"  
[X Link](https://x.com/ValuationEdge_/status/1975273553311257067)  2025-10-06T18:54Z [---] followers, [---] engagements


"@MrMikeInvesting Mike the revenue growth is just flat out wrong ong $PYPL cmon"  
[X Link](https://x.com/ValuationEdge_/status/1975354351167414758)  2025-10-07T00:15Z [---] followers, [----] engagements


"@andycyau Great take love this Andy. Still think $OSCR is a good company long term but there is definitely a higher barrier to enty in healthcare due to margin caps. $ROOT is quickly becoming one of my favorites"  
[X Link](https://x.com/ValuationEdge_/status/1975388342608142540)  2025-10-07T02:30Z [---] followers, [---] engagements


"@BourbonInsider I love $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1975388916477010007)  2025-10-07T02:33Z [---] followers, [---] engagements


"📈 Markets at all-time highs but here are [--] names I still like based on growth(past [--] years) + value: $ROOT Rev CAGR: 35.6% P/E: [----] $OSCR Rev CAGR: 108% P/S: [---] $JD Rev CAGR: 10% P/E: [--] $AMZN Rev CAGR: 13% P/E: [--] $UNH Rev CAGR: 11% P/E: [--] $NVO Rev CAGR: 21% P/E: [--] $TMDX Rev CAGR: 96% P/E: [--] $PDD Rev CAGR: 50% P/E: [--] Growth + reasonable valuations = where long-term returns are made. 💥 #stocks #investing #growthstocks #ValueInvesting"  
[X Link](https://x.com/ValuationEdge_/status/1975568932359569900)  2025-10-07T14:28Z [---] followers, [---] engagements


"@weary_centurion Honestly hilarious how quick these change 😂. Would love to see how they come up with these besides Oh my gosh the price moved lets move the target"  
[X Link](https://x.com/ValuationEdge_/status/1975572609044783314)  2025-10-07T14:43Z [---] followers, [--] engagements


"@riyadosofian Im taking $FOUR or $DLO dont know enough about the other ones"  
[X Link](https://x.com/ValuationEdge_/status/1975572923982479712)  2025-10-07T14:44Z [---] followers, [---] engagements


"When everyones chasing $AMZN at [----] EV/EBITDA Chinas tech giants look overlooked 👀 Valuation vs Growth: $AMZN [----] EV/EBITDA Rev CAGR (5Y): 15% FCF yield: 1.1% $JD [---] EV/EBITDA Rev CAGR (5Y): 14.1% FCF yield: 5.1% $PDD [---] EV/EBITDA Rev CAGR (5Y): 61.7% FCF yield: 6.1% Same growth story1/3 the valuation. Sentiment is priced in but opportunity rarely stays hidden. 📈 💬 Which of these would you add to your watchlist Reply & let me know 👇 #Investing #Valuation #Stocks"  
[X Link](https://x.com/ValuationEdge_/status/1975622791408845290)  2025-10-07T18:02Z [---] followers, [---] engagements


"@MMatters22596 Love this list $JD $OSCR $BABA $UNH $AMD $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1975623590591811884)  2025-10-07T18:05Z [---] followers, [----] engagements


"@weary_centurion Want to learn more about $DLO Any good deep dives you know of on $DLO"  
[X Link](https://x.com/ValuationEdge_/status/1975624575376630116)  2025-10-07T18:09Z [---] followers, [---] engagements


"@weary_centurion Im in $UNH AND $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1975624659812164046)  2025-10-07T18:09Z [---] followers, [---] engagements


"@weary_centurion Love you for this"  
[X Link](https://x.com/ValuationEdge_/status/1975628997087428864)  2025-10-07T18:27Z [---] followers, [--] engagements


"$UNH is also a phenomenal business Since 2018: Revenue CAGR: 10% FCF CAGR: 10% With $400B in revenue this company is a beast and healthcare isnt going away. Theyve lost margin this year due to increased healthcare utilization but that will be fixed in the next couple years"  
[X Link](https://x.com/ValuationEdge_/status/1975663869462028550)  2025-10-07T20:45Z [---] followers, [----] engagements


"@DeepIceValue $WFC analysts are a joke price targets are useless if theyre just going to follow the stock price"  
[X Link](https://x.com/ValuationEdge_/status/1975679618691506346)  2025-10-07T21:48Z [---] followers, [---] engagements


"@BourbonCap Love $JD"  
[X Link](https://x.com/ValuationEdge_/status/1975723969610134007)  2025-10-08T00:44Z [---] followers, [----] engagements


"@JM_Investment0 Same here added on $UNH and $CNC when they dropped Also have a Jan [----] LEAP at [----] for $CNC"  
[X Link](https://x.com/ValuationEdge_/status/1975738129849159954)  2025-10-08T01:40Z [---] followers, [---] engagements


"@MrMikeInvesting Mike please stop with the 200% revenue growth this is the third time you've posted that and it is so misleading"  
[X Link](https://x.com/anyuser/status/1975763072351363334)  2025-10-08T03:19Z [----] followers, [----] engagements


"@JM_Investment0 Appreciate it seemed like a no brainer when the market sentiment was so low. Also if youre interested $UNHG is another Ive bought a little with one call for March [----] its the double leveraged etf"  
[X Link](https://x.com/ValuationEdge_/status/1975869570654351769)  2025-10-08T10:23Z [---] followers, [--] engagements


"💡 Why I bought: Cheap relative to quality (P/E [--] EV/EBITDA 10) Strong margins & cash flow generation Consistent share buybacks Loyal brand & customer base It was a quality + value setup with upside potential"  
[X Link](https://x.com/ValuationEdge_/status/1975905204794020107)  2025-10-08T12:44Z [---] followers, [---] engagements


"💡 Why I sold: Multiples have stretched; growth isnt accelerating Better opportunities elsewhere rotating capital to $ROOT Ulta remains highly profitable cash generative and dominant in its space Reminder: sometimes the smartest move is sell into strength even with a great company Moving this into more $ROOT 💬 Whats your take on trimming winners vs holding for the long term Drop your thoughts below"  
[X Link](https://x.com/ValuationEdge_/status/1975905206593347791)  2025-10-08T12:44Z [---] followers, [---] engagements


"TLDR: Im in on $ROOT and if the stock continues to drop I will be adding more assuming no drastic negative changes to the business"  
[X Link](https://x.com/ValuationEdge_/status/1975924100079006056)  2025-10-08T13:59Z [---] followers, [---] engagements


"@longoption Love this when the stock price disconnects from the business performance. $UNH had a hiccup this year with compressed margins on the insurance side and everyone folded on the stock. Nice to see others notice this pattern and take advantage too"  
[X Link](https://x.com/ValuationEdge_/status/1975924790096507233)  2025-10-08T14:02Z [---] followers, [---] engagements


"@MMatters22596 $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1975964114087518288)  2025-10-08T16:38Z [---] followers, [----] engagements


"@MMMTwealth Love $ROOT $OSCR $AMZN Great post want to learn more about $PATH $ZETA"  
[X Link](https://x.com/ValuationEdge_/status/1976028205506252805)  2025-10-08T20:53Z [---] followers, [---] engagements


"@thexcapitalist @grok why would $FLNC capture more market share and increase in value in the future"  
[X Link](https://x.com/ValuationEdge_/status/1976042347868913711)  2025-10-08T21:49Z [---] followers, [---] engagements


"@grok @think4wunce @MMatters22596 @grok I don't believe this free cash flow amount is correct. I have showing [----] TTM and [----] in [----] using USD as a currency. Please take a look at this again"  
[X Link](https://x.com/ValuationEdge_/status/1976125762890547245)  2025-10-09T03:21Z [---] followers, [--] engagements


"@nataninvesting Agree thats why Im heavy in $UNH $PYPL and $ROOT right now. These are businesses showing they are performing trading at reasonable/low valuations. What are your top [--] right now"  
[X Link](https://x.com/ValuationEdge_/status/1976263568317157490)  2025-10-09T12:28Z [---] followers, [---] engagements


"@BourbonInsider Love this list $JD $NVO $LULU $DLO"  
[X Link](https://x.com/ValuationEdge_/status/1976303448007033113)  2025-10-09T15:07Z [---] followers, [---] engagements


"@weary_centurion Same here management did say they could expect a hit to profits in Q3 which could mean a temporary downturn. I still love this company long term assuming they execute $ROOT. Its too cheap at these levels with how theyre growing to ignore"  
[X Link](https://x.com/ValuationEdge_/status/1976303985159184593)  2025-10-09T15:09Z [---] followers, [---] engagements


"@longoption Interesting fundamentals trajectory looks great here. They are expanding and growing margins $CAVA Only thing I worry about it valuation at [--] x sales and 55x earnings Will definitely keep this on the watchlist What are you doing Buy $CAVA Sell $CAVA Hold/wait for more info Buy $CAVA Sell $CAVA Hold/wait for more info"  
[X Link](https://x.com/ValuationEdge_/status/1976362375751270746)  2025-10-09T19:01Z [---] followers, [---] engagements


"@longoption Lets go $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1976383450195296667)  2025-10-09T20:25Z [---] followers, [---] engagements


"Amazing business with phenomenal fundamentals clearly a company with pricing power and a strong brand. Valuation is still at 12x sales and [--] times earnings. I think it was due for a pull back being at 50x earnings the past few months Great company $RACE and would love to get in if it dropped lower just cant justify it right now even"  
[X Link](https://x.com/ValuationEdge_/status/1976469190321099005)  2025-10-10T02:05Z [---] followers, [---] engagements


"@longoption Cant remember where I saw it but someone said management mentioned possible hit to q3 profits for some reason(expansion maybe) Regardless I think this is one of the best opportunities in the market right now $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1976511291645894861)  2025-10-10T04:53Z [---] followers, [---] engagements


"$JD is getting crushed today down 7%. Down 28% from this years highs. But heres what people are missing: 👉 0.3x sales 👉 9x earnings 👉 +14.75% revenue CAGR since [----] 👉 37% operating income CAGR since [----] The business keeps compounding the stock just hasnt caught up yet"  
[X Link](https://x.com/ValuationEdge_/status/1976698303703072926)  2025-10-10T17:16Z [---] followers, [---] engagements


"@nikoliasgoninus $ROOT feels too good to be true and I'm in"  
[X Link](https://x.com/ValuationEdge_/status/1976698682176422362)  2025-10-10T17:17Z [---] followers, [---] engagements


"@MMatters22596 $ROOT $PYPL $JD"  
[X Link](https://x.com/ValuationEdge_/status/1976698920794231219)  2025-10-10T17:18Z [---] followers, [---] engagements


"@FIREDUpWealth $ROOT has been getting more notice on here latrely still love the company at just over $1B market cap"  
[X Link](https://x.com/ValuationEdge_/status/1976699779116568825)  2025-10-10T17:22Z [---] followers, [---] engagements


"@DeepIceValue $JD and $PDD are prime"  
[X Link](https://x.com/ValuationEdge_/status/1976752080829509738)  2025-10-10T20:49Z [---] followers, [---] engagements


"@Ashton_1nvests $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1976833571303440761)  2025-10-11T02:13Z [---] followers, [---] engagements


"Would you rather own $ROOT or $LMND for the next five years For reference: $LMND trades at: [---] P/S $ROOT trades at: .93 P/S"  
[X Link](https://x.com/ValuationEdge_/status/1977039007423885567)  2025-10-11T15:50Z [---] followers, [---] engagements


"REMINDER: In [----] $AMZN traded at $33 with a P/E of [---]. Most called it overvalued. Today its $216 compounding 20%+ annually. 💰 $10000 invested then = $65000 today. P/E doesnt always tell the story growth does"  
[X Link](https://x.com/ValuationEdge_/status/1977044839305748762)  2025-10-11T16:13Z [---] followers, [---] engagements


"@ValueSense_io Doing a short write up on $RACE on Monday 👀"  
[X Link](https://x.com/ValuationEdge_/status/1977139830552486061)  2025-10-11T22:30Z [---] followers, [--] engagements


"@MMatters22596 $ROOT and $JD"  
[X Link](https://x.com/ValuationEdge_/status/1977150713978359953)  2025-10-11T23:13Z [---] followers, [---] engagements


"@SavingsCaptain Add $UNH"  
[X Link](https://x.com/ValuationEdge_/status/1977190567085064425)  2025-10-12T01:52Z [---] followers, [---] engagements


"@DividendDude_X $UNH is a no brainer right now"  
[X Link](https://x.com/ValuationEdge_/status/1977190650220269774)  2025-10-12T01:52Z [---] followers, [---] engagements


"Visa $V 67% margin A global tollbooth for payments. Each swipe adds up and margins show the scale advantage of the network"  
[X Link](https://x.com/ValuationEdge_/status/1977375103571657019)  2025-10-12T14:05Z [---] followers, [--] engagements


"Brookfield Asset Management $BAM 61.3% margin Capital-light fee-heavy model. Proof that platforms with recurring income compound faster"  
[X Link](https://x.com/ValuationEdge_/status/1977375106520248404)  2025-10-12T14:05Z [---] followers, [--] engagements


"AppLovin $APP 51% margin Quietly one of techs most profitable players. High-margin software and ads = massive operational leverage"  
[X Link](https://x.com/ValuationEdge_/status/1977375122903253351)  2025-10-12T14:05Z [---] followers, [---] engagements


"Hilton $HLT 50.1% margin An asset-light travel empire. Margins this strong in hospitality show brand strength and efficiency"  
[X Link](https://x.com/ValuationEdge_/status/1977375125637828922)  2025-10-12T14:05Z [---] followers, [---] engagements


"@DeepIceValue Love it I'll have to check that out. Nice to see you have been emphasizing $UNH over the last three months I'll have to check those out more. I agree with you there the company was wildly mispriced and fear was playing way into the stock price"  
[X Link](https://x.com/ValuationEdge_/status/1977377576680096197)  2025-10-12T14:15Z [---] followers, [---] engagements


"@HatedMoats The FCF and stock buyback on $ADBE is very interesting"  
[X Link](https://x.com/ValuationEdge_/status/1977378042478580136)  2025-10-12T14:17Z [---] followers, [---] engagements


"@investseekers @HatedMoats Fair you have to consider how AI plays into this it could take away from $ADBE's business. The company looks prime right now but never know how this will look in 5-10 years"  
[X Link](https://x.com/ValuationEdge_/status/1977378504783106065)  2025-10-12T14:19Z [---] followers, [--] engagements


"@qualtrim FCF has continued to rise but the company is down 32% since 2020: Who is buying $ADBE here .interesting play but I'm not an investor in it"  
[X Link](https://x.com/ValuationEdge_/status/1977379229005181185)  2025-10-12T14:22Z [---] followers, [---] engagements


"@fiscal_ai $RACE sells status Dropping a short dive on Ferrari tomorrow 👀"  
[X Link](https://x.com/ValuationEdge_/status/1977417322806780047)  2025-10-12T16:53Z [---] followers, [---] engagements


"@BourbonCap $JD feels like too good downside feels very little here Love this list and your content @BourbonCap"  
[X Link](https://x.com/ValuationEdge_/status/1977417784461230464)  2025-10-12T16:55Z [---] followers, [----] engagements


"@BourbonInsider $JD one of my favorites right now"  
[X Link](https://x.com/ValuationEdge_/status/1977417876127830076)  2025-10-12T16:55Z [---] followers, [---] engagements


"@Spike_1567 Honestly justified for people who bought at ATH in 2021/2022. I would hate it too if I lost money on it. That being said the price right now is too good to ignore. People keep hating on it but they are one of the leaders in Fintech for a reason $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1977418352202305739)  2025-10-12T16:57Z [---] followers, [---] engagements


"@longoption Just bought some $ROOT last week. Might look to add more if the price drops further"  
[X Link](https://x.com/ValuationEdge_/status/1977539675742187900)  2025-10-13T00:59Z [---] followers, [---] engagements


"@BourbonCap Love this $AMZN $PATH and $ISRG look interesting"  
[X Link](https://x.com/ValuationEdge_/status/1977726288870736305)  2025-10-13T13:21Z [---] followers, [----] engagements


"@weary_centurion Bullish $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1977727458758611406)  2025-10-13T13:25Z [---] followers, [---] engagements


"@QCompounding Ferrari $RACE is an interesting story. Just posted a breakdown if anyones interested"  
[X Link](https://x.com/ValuationEdge_/status/1977731930389955019)  2025-10-13T13:43Z [---] followers, [---] engagements


"🚨 Reminder: $TMDX has compounded revenue at 126% annually since [----]. And margins Improving every single year. Not hype execution"  
[X Link](https://x.com/ValuationEdge_/status/1977734790586507609)  2025-10-13T13:54Z [---] followers, [---] engagements


"@DeepIceValue I dont think itll be cheap anytime soon. Crazy how much pricing power they have and the margins compared to other car brands. Ferrari is truly one of a kind"  
[X Link](https://x.com/ValuationEdge_/status/1977828825275994162)  2025-10-13T20:08Z [---] followers, [--] engagements


"@FunOfInvesting Join the party $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1977932431270236173)  2025-10-14T03:00Z [---] followers, [---] engagements


"@DeepIceValue $UNH is still undervalued"  
[X Link](https://x.com/ValuationEdge_/status/1978049161019768945)  2025-10-14T10:44Z [---] followers, [---] engagements


"Valuations tell the story: 🩺 Healthcare P/E: 17x 📊 S&P [---] P/E: 23x For decades healthcare traded at modest value compared to the market now it trades at a discount. Some companies have been crushed this year: $UNH and $CNC have both down more than 50%+ from highs despite consistent long-term earnings power"  
[X Link](https://x.com/ValuationEdge_/status/1978073183044386950)  2025-10-14T12:19Z [---] followers, [---] engagements


"@grok @r_goln @fiscal_ai Id love a deeper dive on the companys growth strategy or financial strategy. Why would the share price continue to increase in the future Based on what assumptions"  
[X Link](https://x.com/ValuationEdge_/status/1978131098279289320)  2025-10-14T16:09Z [---] followers, [--] engagements


"@TheLongInvest Yes yes yes love this @TheLongInvest Especially $BABA $UNH $OSCR"  
[X Link](https://x.com/ValuationEdge_/status/1978134636745154938)  2025-10-14T16:23Z [---] followers, [---] engagements


"@adudetrading @meeijer @grok what are the horrible mistakes NVO management has made recently What is the company outlook and explains the decreased guidance"  
[X Link](https://x.com/ValuationEdge_/status/1978148055372165407)  2025-10-14T17:17Z [---] followers, [---] engagements


"@meeijer $NVO is interesting here might have to do a short dive soon"  
[X Link](https://x.com/ValuationEdge_/status/1978148331344867437)  2025-10-14T17:18Z [---] followers, [---] engagements


"@BourbonCap $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1978155211790156065)  2025-10-14T17:45Z [---] followers, [----] engagements


"@fiscal_ai $DPZ has been one of the best companies this decade"  
[X Link](https://x.com/ValuationEdge_/status/1978155503432667215)  2025-10-14T17:46Z [---] followers, [--] engagements


"@StockSavvyShay @fiscal_ai Revenues compounding over 20% Margins improving Looks like a winner $ASML"  
[X Link](https://x.com/ValuationEdge_/status/1978159353824788666)  2025-10-14T18:01Z [---] followers, [---] engagements


"@BrunoGoncalve13 @fiscal_ai I actually like $ADBE i think this is probably an overreaction and wanted to see what the bear case is and if its legit or not. I would like to learn more about it and the growth/challenges theyre facing. Company has been so strong fundamentally so its hard to ignore here"  
[X Link](https://x.com/ValuationEdge_/status/1978174313657221515)  2025-10-14T19:01Z [---] followers, [---] engagements


"Do you hold $UNH If so why If no why not"  
[X Link](https://x.com/ValuationEdge_/status/1978203080953942283)  2025-10-14T20:55Z [---] followers, [---] engagements


"@Spike_1567 Perfect Id argue $UNH is recession proof. I like this play"  
[X Link](https://x.com/ValuationEdge_/status/1978203788524580948)  2025-10-14T20:58Z [---] followers, [---] engagements


"@BrunoGoncalve13 @fiscal_ai Yes good point. Trying to think of how $ADBE responds differently than Google. Definitely worth looking into You own $ADBE"  
[X Link](https://x.com/ValuationEdge_/status/1978209517721534737)  2025-10-14T21:21Z [---] followers, [--] engagements


"@Spike_1567 I like it why $FOUR over $DLO"  
[X Link](https://x.com/ValuationEdge_/status/1978209690531070202)  2025-10-14T21:21Z [---] followers, [---] engagements


"@nataninvesting Agree with you feels like people hate on $PYPL because of its crazy run up in 2021/2022 when load of people lost money on this. They are healthy producing loads of FCF and the buybacks make this a great deal"  
[X Link](https://x.com/ValuationEdge_/status/1978213707470569957)  2025-10-14T21:37Z [---] followers, [---] engagements


"Quick stats: 📈 $ROOT 35% revenue CAGR since [----] turning profitable 💻 $OSCR P/S [--] positive cash flow momentum 🫀 $TMDX 126% revenue CAGR since [----] expanding margins 👁 $HROW 40%+ revenue growth margin expansion 🌎 $DLO 30%+ growth strong margins global fintech exposure Execution Hype"  
[X Link](https://x.com/ValuationEdge_/status/1978442512189518040)  2025-10-15T12:47Z [---] followers, [---] engagements


"@thexcapitalist Only way I see to do this reasonably for any investor is through puts. You limit downside while also going short. Short selling on margin could wipe you out entirely. Never worth the risk"  
[X Link](https://x.com/ValuationEdge_/status/1978451018338664617)  2025-10-15T13:20Z [---] followers, [---] engagements


"@Abby10Smalls @fiscal_ai Good point hard to say for me without knowing more info. Valuation looks cheap compared to historical and they have really healthy FCF but we always have to factor in growth/market disruption"  
[X Link](https://x.com/ValuationEdge_/status/1978479507947552945)  2025-10-15T15:14Z [---] followers, [---] engagements


"@TheLongInvest Agree have some LEAPS on $JD"  
[X Link](https://x.com/ValuationEdge_/status/1978480060043825364)  2025-10-15T15:16Z [---] followers, [----] engagements


"$PYPL was overvalued at $300 in [----]. Now its undervalued at $68. Since then: 📈 EPS up 💵 $5/share 🔹 Trades at just 14x earnings Slap a modest 18x multiple and youre looking at a $90B valuation nearly 50% upside. The disconnect between earnings & price has never been wider"  
[X Link](https://x.com/ValuationEdge_/status/1978604400466690433)  2025-10-15T23:30Z [---] followers, [---] engagements


"Also EPS has steadily risen over the past few quarters. This coupled with buybacks creates a huge margin of safety. I own $PYPL at an average cost of $63 currently do you own any $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1978605252900262176)  2025-10-15T23:33Z [---] followers, [---] engagements


"@ValueSense_io At 20% growth $DLO could hit $2.1B rev in [--] yrs. With 15% margins & 30x P/E $9.6B market cap. Thats 2x upside from today if they keep compounding. 🚀"  
[X Link](https://x.com/ValuationEdge_/status/1978607734690881714)  2025-10-15T23:43Z [---] followers, [---] engagements


"@DeepIceValue $UNH is waking up"  
[X Link](https://x.com/ValuationEdge_/status/1978795456965542127)  2025-10-16T12:09Z [---] followers, [---] engagements


"Great dive on $PYPL by @biggr_ai for anyone interested 1/ $PYPL is one of the few remaining high-quality undervalued stocks. - Margins are expanding again. - Venmo growth reaccelerated to 20%. - Its advertising network is ramping up. Yet it's trading at just [--] times earnings. Here's our $PYPL investment thesis: 🧵 https://t.co/SXmsA5qmDQ 1/ $PYPL is one of the few remaining high-quality undervalued stocks. - Margins are expanding again. - Venmo growth reaccelerated to 20%. - Its advertising network is ramping up. Yet it's trading at just [--] times earnings. Here's our $PYPL investment thesis:"  
[X Link](https://x.com/ValuationEdge_/status/1978806218677235714)  2025-10-16T12:52Z [---] followers, [---] engagements


"@Spike_1567 Definitely will be interesting to see this next earnings call. IMO its valuation makes it too attractive to ignore"  
[X Link](https://x.com/ValuationEdge_/status/1978821170754380159)  2025-10-16T13:51Z [---] followers, [--] engagements


"@DeepIceValue Love this signal $UNH"  
[X Link](https://x.com/ValuationEdge_/status/1978883370319745530)  2025-10-16T17:58Z [---] followers, [---] engagements


"🚀 $ZETA is scaling without spending more to do it. Revenue 30% CAGR since [----] SG&A ➡ barely moved Thats operating leverage in action every new dollar of growth is costing them less. This is how margins and valuations expand. 📈"  
[X Link](https://x.com/ValuationEdge_/status/1978888158365319616)  2025-10-16T18:17Z [---] followers, [---] engagements


"Just started a small position in $ZETA Do you own $ZETA"  
[X Link](https://x.com/ValuationEdge_/status/1978889726267457877)  2025-10-16T18:24Z [---] followers, [---] engagements


"@ValueSense_io $PYPL buybacks make this a great opportunity"  
[X Link](https://x.com/ValuationEdge_/status/1979193382887891338)  2025-10-17T14:30Z [---] followers, [---] engagements


"@thexcapitalist Love this and completely agree @thexcapitalist. If anyone's interested I did a short dive on why Healthcare is undervalued I'm particularly bullish on $UNH"  
[X Link](https://x.com/ValuationEdge_/status/1979204510124814458)  2025-10-17T15:15Z [---] followers, [---] engagements


"@Spike_1567 That's actually a great. P/S definitely matter more for unprofitable companies without earnings. It's less useful than P/E for sure for $UNH $WMT and $COST 100%"  
[X Link](https://x.com/ValuationEdge_/status/1979222863929307419)  2025-10-17T16:27Z [---] followers, [---] engagements


"@serk1379079 @MMatters22596 Can you please show proof Maybe Im missing something"  
[X Link](https://x.com/ValuationEdge_/status/1979701542770163905)  2025-10-19T00:10Z [---] followers, [--] engagements


"🔥 +239% (and still holding) on $UNHG 🔥 This came from a special situation in $UNH where fear crushed the stock far below its fundamentals. Heres the breakdown 👇"  
[X Link](https://x.com/ValuationEdge_/status/1974489653471252788)  2025-10-04T14:59Z [---] followers, [---] engagements


"At $260 $UNH was trading at a P/E of [--]. For context: since [----] it has averaged closer to 25x earnings. The business was still strong but emotions drove the stock"  
[X Link](https://x.com/ValuationEdge_/status/1974489658194284590)  2025-10-04T14:59Z [---] followers, [---] engagements


"Thats when I stepped in. I bought a call option on $UNHG (leveraged ETF on $UNH): 👉 Expiration: 3/20/2026 👉 Cost: $2.80 when $UNH was $260 👉 Current: $9.50 with $UNH at $360 Thats a +239% return (unrealized).📈"  
[X Link](https://x.com/ValuationEdge_/status/1974489660064694548)  2025-10-04T14:59Z [---] followers, [--] engagements


"@Mr_Derivatives Honestly scary how much traction these have gained in the past few years. I've used them sparingly but only in special situations $UNHG for example"  
[X Link](https://x.com/ValuationEdge_/status/1974509984596607000)  2025-10-04T16:20Z [---] followers, [---] engagements


"@JustCohl @WOLF_Financial Honestly really solid. Just curious how her net worth is $271M from working as a politician"  
[X Link](https://x.com/ValuationEdge_/status/1974989554383007969)  2025-10-06T00:06Z [---] followers, [--] engagements


"@RetiredLifeNC @ValueSense_io 😂 funny you say that I actually just trimmed my $ULTA position today. Market psychology/FOMO is honestly hilarious to me"  
[X Link](https://x.com/ValuationEdge_/status/1975377845695488349)  2025-10-07T01:49Z [----] followers, [--] engagements


"@TheRayMyers Adding $HROW to the watchlist"  
[X Link](https://x.com/ValuationEdge_/status/1975543138354958564)  2025-10-07T12:46Z [---] followers, [---] engagements


"@MMMTwealth Interesting adding $HROW to watchlist"  
[X Link](https://x.com/ValuationEdge_/status/1975564193337323888)  2025-10-07T14:09Z [---] followers, [---] engagements


"🚨 Just trimmed most of my $ULTA position Bought Sept [--] at $368 sold on Monday $566 +54% total return (45% CAGR). Still love the business but the valuation is running hot. Let me break down why 👇"  
[X Link](https://x.com/ValuationEdge_/status/1975905200197312642)  2025-10-08T12:44Z [----] followers, [---] engagements


"Yes LONG healthcare Loaded up on $UNH between $300 and $250 Also have a $UNHG call at $14 for march when $UNH was at $260 - 300% gain so far Also have some $CNC have some shares and a call for Jan [----] at $32.5 already up 100% IMO the most under appreciated sector this year"  
[X Link](https://x.com/ValuationEdge_/status/1975964971763728470)  2025-10-08T16:42Z [---] followers, [---] engagements


"@StockMKTNewz Just got in on $PYPG today"  
[X Link](https://x.com/ValuationEdge_/status/1976081436336918680)  2025-10-09T00:25Z [---] followers, [--] engagements


"@MMMTwealth Love this youve been consistent posting $HROW. Considering taking a position soon 👀"  
[X Link](https://x.com/ValuationEdge_/status/1976287504098800016)  2025-10-09T14:03Z [---] followers, [---] engagements


"@ValueSense_io Own some $UBER and $NU $FOUR and $DLO are interesting Whats your favorite from this list and why"  
[X Link](https://x.com/ValuationEdge_/status/1976470742243172424)  2025-10-10T02:12Z [---] followers, [---] engagements


"@MMMTwealth @grok how does $PATH make money and what are its growth estimates"  
[X Link](https://x.com/ValuationEdge_/status/1976614685962326495)  2025-10-10T11:43Z [---] followers, [----] engagements


"@nataninvesting I like it especially $PDD $PYPL $UNH $TMDX"  
[X Link](https://x.com/ValuationEdge_/status/1976615232912171035)  2025-10-10T11:46Z [---] followers, [---] engagements


"@MMatters22596 Agreed so many hidden gems on here $HROW looks interesting. Im in $ROOT too"  
[X Link](https://x.com/ValuationEdge_/status/1976653174103818593)  2025-10-10T14:16Z [---] followers, [---] engagements


"@fiscal_ai Have to think this was long overdue for $RACE. Maybe I'm wrong. Long-term still love the company because of the pricing power and the business fundamentals $RACE seemed a little too ripe at 50x earnings all I have to say"  
[X Link](https://x.com/ValuationEdge_/status/1976701837639401948)  2025-10-10T17:30Z [---] followers, [---] engagements


"@TheRayMyers Awesome post love these. $NU customer count is reassuring. Super interested in $DLO didn't realize they had that much operating leverage"  
[X Link](https://x.com/ValuationEdge_/status/1976746683288473936)  2025-10-10T20:28Z [---] followers, [----] engagements


"What energy companies do you think will capitalize the most on the AI energy demand $CEG $NEE $DUK $SO $TLN $CHK $SMR $OKLO $FSLR $GEV $TSLA $EQIX $AMZN In the first half of this year China installed twice as much solar capacity as the rest of the world combined. China isnt pursuing this because they love the green transition; its a strategic move to win the upper hand in the AI race. The limiting factor for the U.S. wont https://t.co/pgtghfIySI In the first half of this year China installed twice as much solar capacity as the rest of the world combined. China isnt pursuing this because they"  
[X Link](https://x.com/ValuationEdge_/status/1977368658771902598)  2025-10-12T13:40Z [---] followers, [---] engagements


"NVIDIA $NVDA 58.1% margin Innovation meets leverage. Margins expanded with demand and the stock followed"  
[X Link](https://x.com/ValuationEdge_/status/1977375116011896942)  2025-10-12T14:05Z [---] followers, [--] engagements


"MSCI $MSCI 53.8% margin High recurring revenue low cost to scale. Margins reflect strong data moat and pricing power"  
[X Link](https://x.com/ValuationEdge_/status/1977375119614898246)  2025-10-12T14:05Z [---] followers, [---] engagements


"@DeepIceValue Please more breakdowns on $UNH and $NVO"  
[X Link](https://x.com/ValuationEdge_/status/1977375905564533164)  2025-10-12T14:08Z [---] followers, [---] engagements


"Since 2016: Revenue CAGR: 11% Operating income CAGR: 16% That widening gap = operating leverage. Ferraris generating more profit per dollar of sales showing pricing power and efficiency few automakers can match. ⚙💰"  
[X Link](https://x.com/ValuationEdge_/status/1977718290756550765)  2025-10-13T12:49Z [---] followers, [---] engagements


"$RACE has rarely been cheap and for good reason. Since 2021: Avg P/S: 9.5x Avg P/E: 50x Its a premium brand priced like one. Ferraris customers can afford every price hike exclusivity is their moat. They dont chase volume; they curate demand. 🔴🏁"  
[X Link](https://x.com/ValuationEdge_/status/1977718293327728644)  2025-10-13T12:49Z [---] followers, [---] engagements


"Ferrari is a luxury brand first car company second. They keep supply intentionally below demand to preserve exclusivity and pricing power. Their customers arent price-sensitive that stability gives Ferrari consistent margins even through weak markets"  
[X Link](https://x.com/ValuationEdge_/status/1977718295504535591)  2025-10-13T12:49Z [---] followers, [---] engagements


"Operating margin has grown from 20% (2016) 29% today. By [----] Ferrari targets $10.4B in revenue. At 30% margins thats $3B+ in operating income or $4B EBITDA. At a 30x multiple that implies $120B fair value by [----]. Still a bit rich for me here but if $RACE drops further Id get interested. For now just one to keep on the radar. 🏁"  
[X Link](https://x.com/ValuationEdge_/status/1977718297698222402)  2025-10-13T12:49Z [---] followers, [---] engagements


"@longoption I want more $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1977769384891514922)  2025-10-13T16:12Z [---] followers, [---] engagements


"@TheRayMyers Doing more research on $ZETA"  
[X Link](https://x.com/ValuationEdge_/status/1977810547790975458)  2025-10-13T18:55Z [---] followers, [---] engagements


"@DeepIceValue Just did a short dive on $RACE today if youre interested FYI Ferrari has been an over 5-bagger since 2016"  
[X Link](https://x.com/ValuationEdge_/status/1977825681330586070)  2025-10-13T19:56Z [---] followers, [---] engagements


"@DividendNGrowth I like all three $ROOT $ZETA $DLO"  
[X Link](https://x.com/ValuationEdge_/status/1977830138235822181)  2025-10-13T20:13Z [----] followers, [---] engagements


"@DeepIceValue If $UNH tanks after earnings Im buying more"  
[X Link](https://x.com/ValuationEdge_/status/1977914743055593540)  2025-10-14T01:49Z [---] followers, [---] engagements


"The numbers are wild: 📈 U.S. healthcare spending is projected to hit $7 trillion by [----] 💰 Thats nearly 20% of GDP But heres the kicker Despite record spending healthcare stocks have gone nowhere. While the S&P [---] is up 50% over the past [--] years the healthcare sector has barely moved"  
[X Link](https://x.com/ValuationEdge_/status/1978073180200694023)  2025-10-14T12:19Z [---] followers, [--] engagements


"@DeepIceValue Not sure what are your thoughts on $JD"  
[X Link](https://x.com/ValuationEdge_/status/1978101997824889103)  2025-10-14T14:14Z [---] followers, [---] engagements


"@BourbonCap @theTIKR All of these look interesting especially $ADBE $NVO $MSCI"  
[X Link](https://x.com/ValuationEdge_/status/1978102345947926538)  2025-10-14T14:15Z [---] followers, [---] engagements


"@MMMTwealth $ROOT $OSCR $DLO $NU $TMDX"  
[X Link](https://x.com/ValuationEdge_/status/1978103055347241455)  2025-10-14T14:18Z [---] followers, [---] engagements


"@DeepIceValue Agreed. I own $PDD and $JD right now. All of these china companies are hard to ignore right now"  
[X Link](https://x.com/ValuationEdge_/status/1978103525394526529)  2025-10-14T14:20Z [---] followers, [---] engagements


"@DeepIceValue Depends on MLR impact in Q3 earnings. If bad news comes it may be a catalyst for a sell off. If MLR steadies or is tame I could see a big boost. Honestly never know around earnings the story drives the price here. Long term still like $UNH"  
[X Link](https://x.com/ValuationEdge_/status/1978131521773994163)  2025-10-14T16:11Z [---] followers, [---] engagements


"@TrendSpider @grok tell me why $OKLO could be fairly valued or undervalued. What am I missing because this share price increase makes no sense to me. Give me a bull/bear case with data"  
[X Link](https://x.com/ValuationEdge_/status/1978131988440658418)  2025-10-14T16:13Z [---] followers, [----] engagements


"$UNH looks dead on the chart but the business is alive and printing cash. Revenue has compounded 10%+ a year margins still elite even after a hit this year. Wall Streets sleeping on one of the best value plays in the market"  
[X Link](https://x.com/ValuationEdge_/status/1978199904687202528)  2025-10-14T20:43Z [---] followers, [---] engagements


"@DeepIceValue $UNH is a clear buy"  
[X Link](https://x.com/ValuationEdge_/status/1978438420658549095)  2025-10-15T12:30Z [---] followers, [---] engagements


"Markets are near all-time highs but my favorite opportunities arent in mega caps. Theyre in small caps compounding fast and flying under the radar 👇 $ROOT $OSCR $TMDX $HROW $DLO Small names. Big growth. Bigger disconnects"  
[X Link](https://x.com/ValuationEdge_/status/1978442510386036861)  2025-10-15T12:47Z [---] followers, [---] engagements


"@JuanRodrig07 @acce Love $PYPL at 14x earnings right now"  
[X Link](https://x.com/ValuationEdge_/status/1978608225948745889)  2025-10-15T23:45Z [---] followers, [---] engagements


"@Kross_Roads @FlexInvest7 Nobody uses $PYPL 🤣 . only 438M users"  
[X Link](https://x.com/ValuationEdge_/status/1978608737431536046)  2025-10-15T23:47Z [---] followers, [---] engagements


"@BourbonInsider $UNH is trading at its lowest P/S since [----]. If this doesnt show some disconnect I dont know what will"  
[X Link](https://x.com/ValuationEdge_/status/1978640267335876953)  2025-10-16T01:52Z [---] followers, [---] engagements


"$AZO is one of the markets most underappreciated compounders. Since 2017: 📈 Revenue CAGR 7% 💥 Share price CAGR 24% Thats a 6.6x return in [--] years. Not from hype from steady growth and relentless buybacks"  
[X Link](https://x.com/ValuationEdge_/status/1978803601544790414)  2025-10-16T12:41Z [---] followers, [---] engagements


"Shares have been bought back aggressively - you dont just need high growth to get superior returns $AZO"  
[X Link](https://x.com/ValuationEdge_/status/1978803832697106564)  2025-10-16T12:42Z [---] followers, [---] engagements


"Hard to say for certain. When looking at $AZO they have 3.6B EBITDA compared to an interest payment of 475M (13% of ebitda) I think this is appropriate and not a concern because they do have a lot of earnings to cover the debt payments. Definitely a good use to maximize returns to shareholders. If they had earnings lower I would be concerned but not here. Thoughts"  
[X Link](https://x.com/ValuationEdge_/status/1978854489458364561)  2025-10-16T16:04Z [---] followers, [--] engagements


"@stocktalkweekly Love this I know nothing about $ENS tho. @grok explain $ENS to me in simple terms what do they do What do they sell How are they expanding"  
[X Link](https://x.com/ValuationEdge_/status/1978855589800267981)  2025-10-16T16:08Z [---] followers, [----] engagements


"@unusual_whales Does this mean LONG $BABA $JD $PDD $BIDU Buy Chinese stocks Sell Chinese stocks Buy Chinese stocks Sell Chinese stocks"  
[X Link](https://x.com/ValuationEdge_/status/1978856356254744838)  2025-10-16T16:11Z [---] followers, [---] engagements


"I could see them being top [--] again. They are the leader by a long shot in healthcare and health insurance and that industry is going nowhere. The stock has not been this cheap in a long time and the business continues to grow. Its a clear reason why super investors love $UNH to me"  
[X Link](https://x.com/ValuationEdge_/status/1979146296813384070)  2025-10-17T11:23Z [---] followers, [---] engagements


"Everyone wants compounders. Few actually find them. $TMDX has grown revenue at 70% CAGR since [----] and just hit 23% operating margin in the most recent quarter (up from 0.2% for full-year 2023). Trades 50x earnings but when growth and margins move like this valuation becomes a moving target. And its literally changing the world of organ transplants. Im looking to add to $TMDX"  
[X Link](https://x.com/ValuationEdge_/status/1979150013113442811)  2025-10-17T11:38Z [---] followers, [---] engagements


"@TheLongInvest I fear many will get hurt chasing these crazy valuations $OKLO $RGTI Not saying they are guaranteed to fail but the fundamentals currently give it a long road ahead to produce good returns"  
[X Link](https://x.com/ValuationEdge_/status/1979153686250074608)  2025-10-17T11:53Z [---] followers, [---] engagements


"@nataninvesting $PYPL 📈"  
[X Link](https://x.com/ValuationEdge_/status/1979172319676264602)  2025-10-17T13:07Z [---] followers, [---] engagements


"@tslawudi @nataninvesting $PYPL has strong FCF(5B TTM) and net income the business is performing well Theyre using this to buyback shares which will boost EPS meaning more money going into shareholders hands. This should make the stock price go up Look at what $AZO has done with buybacks"  
[X Link](https://x.com/ValuationEdge_/status/1979192080535593074)  2025-10-17T14:25Z [---] followers, [---] engagements


"@danielisdizzy Can't ignore $ROOT at these levels. Margins are turning positive and revenue has steadily grown at 38% QoQ since Q1'24"  
[X Link](https://x.com/ValuationEdge_/status/1979202508972007446)  2025-10-17T15:07Z [---] followers, [---] engagements


"@WOLF_Financial Good for $META. They've compounded revenue and growth at crazy scale. Excited to see how the Data part of the business plays into the story Revenue 👉 25% CAGR since [----] EPS 👉 28% CAGR since [----] Do you own $META and why/why not"  
[X Link](https://x.com/ValuationEdge_/status/1979216179743838336)  2025-10-17T16:01Z [---] followers, [--] engagements


"@thexcapitalist Crazy how much headlines are moving these stocks when the fundamentals haven't changed or haven't seen changes yet. $OKLO $PLTR $RGTI Have to wonder how smart money is playing this and what role they will have since valuations are stretching What do we think Bullish through year end Correction/downturn soon Bullish through year end Correction/downturn soon"  
[X Link](https://x.com/ValuationEdge_/status/1979222244946595874)  2025-10-17T16:25Z [---] followers, [---] engagements


"@TheRayMyers Love this @TheRayMyers. This is why I follow Just bought some $ZETA earlier this week. The consistent growth on this is super intriguing"  
[X Link](https://x.com/ValuationEdge_/status/1979250855976071588)  2025-10-17T18:19Z [---] followers, [---] engagements


"@thexcapitalist @grok how much are some of the biggest AI companies spending on data storage How big is the energy storage market and what are forecasts for the industries growth"  
[X Link](https://x.com/ValuationEdge_/status/1979285825566237116)  2025-10-17T20:38Z [---] followers, [----] engagements

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