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

The Valuation Analyst posts on X about market, in the, $unh, growth 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)  70.09% [finance](/list/finance)  31.62% [cryptocurrencies](/list/cryptocurrencies)  14.53% [technology brands](/list/technology-brands)  13.68% [fashion brands](/list/fashion-brands)  4.27% [social networks](/list/social-networks)  1.71% [countries](/list/countries)  1.71% [luxury brands](/list/luxury-brands)  0.85% [automotive brands](/list/automotive-brands)  0.85%

**Social topic influence**
[market](/topic/market) 20.51%, [in the](/topic/in-the) 17.95%, [$unh](/topic/$unh) #247, [growth](/topic/growth) #597, [$jd](/topic/$jd) 10.26%, [$pypl](/topic/$pypl) 10.26%, [company](/topic/company) 10.26%, [$root](/topic/$root) 9.4%, [$oscr](/topic/$oscr) 8.55%, [market cap](/topic/market-cap) 7.69%

**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@oguzerkan](/creator/undefined) [@nataninvesting](/creator/undefined) [@fiscalai](/creator/undefined) [@grok](/creator/undefined) [@deepicevalue](/creator/undefined) [@danielisdizzy](/creator/undefined) [@investingluc](/creator/undefined) [@mrmikeinvesting](/creator/undefined) [@stockmktnewz](/creator/undefined) [@mmatters22596](/creator/undefined) [@contrarcap](/creator/undefined) [@qualtrim](/creator/undefined) [@stockchaser](/creator/undefined) [@mrderivatives](/creator/undefined) [@valuationedge](/creator/undefined) [@tacticzh](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@jakewujastyk](/creator/undefined) [@mindset4moneyx](/creator/undefined)

**Top assets mentioned**
[UnitedHealth Group (UNH)](/topic/$unh) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [The Root Network (ROOT)](/topic/$root) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Novo-Nordisk (NVO)](/topic/$nvo) [ZetaChain (ZETA)](/topic/$zeta) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [DLocal Limited (DLO)](/topic/$dlo) [Trade Desk, Inc. (TTD)](/topic/$ttd) [RAI Finance (SOFI)](/topic/$sofi) [Autozone Inc (AZO)](/topic/$azo) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Adobe, Inc. (ADBE)](/topic/$adbe) [Legacy Education Inc. (LGCY)](/topic/$lgcy) [Global Payments Inc (GPN)](/topic/$gpn) [4 (FOUR)](/topic/$four) [Toast, Inc. (TOST)](/topic/$tost) [Fiserv Inc (FISV)](/topic/$fisv) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@oguzerkan Super interesting setup for $LGCY thank you for sharing Oguz $LGCY trading at 25x earnings👇 - [--] yr Rev Growth: 30% - Net margins: 11% - TTM sales: $70M Very interesting move is $LGCY one of your top holdings Love the coverage on lesser-known companies"  
[X Link](https://x.com/ValuationEdge_/status/1994063279040168111)  2025-11-27T15:18Z [----] followers, [---] engagements


"Seems so counterintuitive to buy these cyclical names when they are trading at a high earnings multiple but that is often the best times to do it. Crazy the re-rates in names like $ELD and $VSCO over the past few years How do you go about spotting these businesses that are cyclical and in a downturn Wish I spotted $VSCO in May https://twitter.com/i/web/status/2008624983904571668 https://twitter.com/i/web/status/2008624983904571668"  
[X Link](https://x.com/ValuationEdge_/status/2008624983904571668)  2026-01-06T19:41Z [----] followers, [---] engagements


"5 Hard-Won Lessons from Recent Market Swings: - Price entry trumps everything else Even elite businesses ($TTD $JD) can destroy capital at the wrong valuation. Wait for fear to create discounts. - Sentiment is the biggest edge $VSCO went from hated (8x P/E) to loved (29x) in months. Buy when the crowd quits; sell when they're euphoric. - Track what matters long-term For $OSCR: monitor margin expansion (CEO targets 5% by 2027) and repricing power over short-term membership noise. - Growth consistency is rare and valuable $MELI never grew 33% since [----]. When you find durable compounders"  
[X Link](https://x.com/ValuationEdge_/status/2013332090633273794)  2026-01-19T19:25Z [----] followers, [---] engagements


"$PDD Cash Changes the Risk $PDD has $59B in cash. Thats over of the market cap. Growing. Profitable. 11x earnings. When a balance sheet looks like this downside risk is often far overstated"  
[X Link](https://x.com/ValuationEdge_/status/2013964924511490253)  2026-01-21T13:20Z [----] followers, [----] engagements


"@qualtrim @grok has any other company beat and raised [--] quarters in a row or more"  
[X Link](https://x.com/ValuationEdge_/status/2014460730439811534)  2026-01-22T22:10Z [----] followers, [---] engagements


"I still think $JD risk/reward is prime I still think $ZETA risk/reward is prime I still think $OSCR risk/reward is prime I still think $ROOT risk/reward is prime"  
[X Link](https://x.com/ValuationEdge_/status/2015771075255382117)  2026-01-26T12:57Z [----] followers, [---] engagements


"@StockChaser_ Courage is all you need to buy $JD $UNH $OSCR The market will tell you youre wrong Figure that part out yourself"  
[X Link](https://x.com/ValuationEdge_/status/2016947155030659481)  2026-01-29T18:50Z [----] followers, [---] engagements


"$LTH LifeTime Fitness quietly has luxury brand economics hiding in plain sight. [--] things are true since Covid hit 1: Gross margins have drastically improved - 47% gross margins 2: Operating margins have flipped positive - 15% Operating margin TTM Gyms were hit hard during covid $LTH IPO'd and capitalized right when things were at the worst for their business 15-20% Revenue growth the past [--] years https://twitter.com/i/web/status/2017623404891767159 https://twitter.com/i/web/status/2017623404891767159"  
[X Link](https://x.com/ValuationEdge_/status/2017623404891767159)  2026-01-31T15:38Z [----] followers, [---] engagements


"$LTH is also a cash-heavy business Memberships allow them recurring revenue every month As more people sign up there friends want to sign up with them to enjoy the luxury clubs $LTH looks high quality"  
[X Link](https://x.com/ValuationEdge_/status/2017623408586932666)  2026-01-31T15:38Z [----] followers, [---] engagements


"A few things to look out for $LTH - Slowed membership growth - High debt: Currently being lowered into a more capital light bsuiness model - Expanding building more clubs The average member spends $220/month at LifeTime Much more than your typical gym At $LTH you are paying for a quality product More to come on $LTH https://twitter.com/i/web/status/2017623411745263692 https://twitter.com/i/web/status/2017623411745263692"  
[X Link](https://x.com/ValuationEdge_/status/2017623411745263692)  2026-01-31T15:38Z [----] followers, [---] engagements


"@danielisdizzy Im with you here $ROOT is undervalued and way oversold"  
[X Link](https://x.com/ValuationEdge_/status/2018153001614037439)  2026-02-02T02:42Z [----] followers, [---] engagements


"$ZETA pullback sell signal Long-term uptrend still intact (zoom out) $24 $18 = reset not reversal Fundamentals improving while price cools Whats actually happening: Operating leverage kicking in Margins expanding Cash-rich no balance sheet stress Markets punish noise not thesis. When price pulls back while fundamentals improve thats usually an opportunity not a warning. Smart money buys doubt. 📈 https://twitter.com/i/web/status/2018323243711549586 https://twitter.com/i/web/status/2018323243711549586"  
[X Link](https://x.com/ValuationEdge_/status/2018323243711549586)  2026-02-02T13:58Z [----] followers, [---] engagements


"Undervalued companies Id be comfortable adding on this pullback: $ZETA $OSCR $UNH $ROOT $LULU $DLO What am I missing"  
[X Link](https://x.com/ValuationEdge_/status/2018366278344273935)  2026-02-02T16:49Z [----] followers, [---] engagements


"@oguzerkan Thoughts on $LULU Love this list"  
[X Link](https://x.com/ValuationEdge_/status/2019046994443162089)  2026-02-04T13:54Z [----] followers, [---] engagements


"$OSCR Q4 Earnings [----] Results Revenue +27% YoY in [----] Q4 MLR spiked to 95% 🚨 FY25 MLR 87.4% vs 81.7% in [----] Growth was real but medical costs overwhelmed margins Top-line execution ✔ Cost control ❌"  
[X Link](https://x.com/ValuationEdge_/status/2021237378153578575)  2026-02-10T14:58Z [----] followers, [---] engagements


"$OSCR Q4 Earnings [----] Guidance Guiding $18.7B revenue (+60% YoY) 83% MLR guidance big improvement implied Management met & beat prior revenue guidance Valuation: 0.2x EV/Sales Q1 will matter most as new contracts come online Thesis risk: another year of elevated MLR This ratio decides $OSCR in [----] Position: Long $OSCR https://twitter.com/i/web/status/2021237387590791177 https://twitter.com/i/web/status/2021237387590791177"  
[X Link](https://x.com/ValuationEdge_/status/2021237387590791177)  2026-02-10T14:58Z [----] followers, [---] engagements


"People say $SOFI 30+% drawdown is ridiculous Remember markets move with human emotions $SOFI tripled from April to November High growth leads to unstable valuations Up and down rapidly It wasnt if $SOFI was going to pull back it was when Markets evolve and are complex"  
[X Link](https://x.com/ValuationEdge_/status/2022382583108243944)  2026-02-13T18:49Z [----] followers, [---] engagements


"$GRAB has gotten crushed since September 37% drop"  
[X Link](https://x.com/ValuationEdge_/status/2022407837864075523)  2026-02-13T20:29Z [----] followers, [---] engagements


"$AZO a quiet masterpiece compounder 140x in [--] years Remarkable"  
[X Link](https://x.com/ValuationEdge_/status/2022417695527026914)  2026-02-13T21:08Z [----] followers, [---] engagements


"$GPN is down 60% since [----] The story looks interesting here's the fundamentals: Revenue: $10.1B (14.7% CAGR since 2016) $GPN has continued to scale in the payments industry competitors with $PYPL $ADYEN $FOUR $TOST $FISV"  
[X Link](https://x.com/ValuationEdge_/status/2004982595587801151)  2025-12-27T18:27Z [----] followers, [----] engagements


"5 small caps with great risk/reward. [--]. $ZETA - Zeta Global Revenue growth: 28% CAGR since [----] P/S: 4.8x sales"  
[X Link](https://x.com/ValuationEdge_/status/2010489564381503879)  2026-01-11T23:10Z [----] followers, [----] engagements


"$UNH zoom out We are trading below [----] highs Revenue is up $221B since then"  
[X Link](https://x.com/ValuationEdge_/status/2016199474683527636)  2026-01-27T17:19Z [----] followers, 21.2K engagements


"Two ways to look at $UNH [--]. Company is doomed margins are hit theyll never recover. [--]. Temporary slip up in earnings market is overreacting stock is undervalued Most see #1. Its a simple linear reasoning. Fears of healthcare funding and political involvement is a risk here #2 is where investors see upside with lower downside risk. $UNH is a cash flow machine the dominant player in healthcare. Yes guidance for next year is soft. They are looking to get back to higher margin business instead of 10-12% growth a year. $UNH is a buying opportunity to get a high quality company at a reasonable"  
[X Link](https://x.com/ValuationEdge_/status/2018403861220692415)  2026-02-02T19:19Z [----] followers, [----] engagements


"Are you bullish $OSCR Yes No Yes No"  
[X Link](https://x.com/ValuationEdge_/status/2021237392603066492)  2026-02-10T14:58Z [----] followers, [---] engagements


"@Mr_Derivatives $OSCR"  
[X Link](https://x.com/ValuationEdge_/status/2021344749311995923)  2026-02-10T22:05Z [----] followers, [---] engagements


"@DeepIceValue $UNH Its reliable. Doesnt mean it wont change but if Im going 100% I want more stability. I still like $NVO and $HIMS but would never be 100% in either"  
[X Link](https://x.com/ValuationEdge_/status/2022019158226133079)  2026-02-12T18:45Z [----] followers, [---] engagements


"Most investors buy stories not businesses. I started @valuationedge_ to do the opposite to cut through noise and find mispriced growth using fundamentals. I share: Deep dives on real businesses Data-backed setups that make sense Simple frameworks that help you invest with conviction No hype. No fluff. Just fundamentals. Follow if you want logic to beat noise"  
[X Link](https://x.com/anyuser/status/1978981530580959354)  2025-10-17T00:28Z [----] followers, [----] engagements


"@nataninvesting I like this. Im holding $UNH long term but definitely an interesting play. $PYPL and $META both clearly undervalued here also. What other companies you looking to add"  
[X Link](https://x.com/anyuser/status/1986081634085711923)  2025-11-05T14:42Z [----] followers, [----] engagements


"@TacticzH $MOH $TTD"  
[X Link](https://x.com/ValuationEdge_/status/2021344365923402027)  2026-02-10T22:03Z [----] followers, [---] engagements


"$MOH Wells Fargo adjusts price targets from $165 to $208 26% increase What changed about $MOH Nothing. Wells Fargo lowered the PT in November from $231 to $165 These "Analysts" are a joke and price targets should not be taken seriously. Barclays has done the same thing lower and raise as the stock price changes. https://twitter.com/i/web/status/2009628570755137720 https://twitter.com/i/web/status/2009628570755137720"  
[X Link](https://x.com/ValuationEdge_/status/2009628570755137720)  2026-01-09T14:09Z [----] followers, [----] engagements


"Crazy cool idea of social arbitrage You don't always need the technicals or fundamentals to see where the world is going Peter Lynch idea of gaining edge based on real world experiences is so real seen it with $VSCO and $ANF here You think $LULU is the next one to see this trend https://twitter.com/i/web/status/2014806294557810821 https://twitter.com/i/web/status/2014806294557810821"  
[X Link](https://x.com/ValuationEdge_/status/2014806294557810821)  2026-01-23T21:03Z [----] followers, [----] engagements


"Follow @investingluc if you haven't Read this post below👇 Won't find this level of research that's useful most accounts on X Social Arbitrage is a huge edge us retail people have over the institutions We experience the brands and products in real time and social media has changed the game The playing field is leveled more in our favor If you want to learn social arbitrage read this + bookmark. Back in Nov '25 my wife wanted some Abercrombie leggings. "What is it 2010" I asked her. She said everyone on TikTok had this hoodie and the brand was cool again. Brings me to my point. Maybe this guy"  
[X Link](https://x.com/ValuationEdge_/status/2014807970064839068)  2026-01-23T21:10Z [----] followers, [---] engagements


"For reference: $ANF traded at 6x earnings in November $ANF gained almost 50% since then Social arbitrage = real edge"  
[X Link](https://x.com/ValuationEdge_/status/2014807973101506664)  2026-01-23T21:10Z [----] followers, [---] engagements


"Many are overlooking $PDD still P/E: 11x earnings Operating Margins: 22% EV/EBIT: 7x EBIT (extremely cheap) CASH $59B vs Market cap of $150B 40% of $PDD market cap is cash Long $PDD"  
[X Link](https://x.com/ValuationEdge_/status/2015772963061264758)  2026-01-26T13:05Z [----] followers, [----] engagements


"$SOFI is still a great company $19 is a buying opportunity for long term investors $SOFI could 100% go lower in the next 6-12 months This is why I never was crazy buying $SOFI over $25 A pullback is warranted with high growth and fast changes in valuations $PLTR $NVDA $AMZN all have these pullbacks Price matters long term holding is the advantage with $SOFI here Nobody can predict what it will do in the next [--] months for certain That being said long $SOFI https://twitter.com/i/web/status/2022382587373854996 https://twitter.com/i/web/status/2022382587373854996"  
[X Link](https://x.com/ValuationEdge_/status/2022382587373854996)  2026-02-13T18:49Z [----] followers, [---] engagements


"Why Im still bullish $GRAB: -Adding users each quarter -Operating leverage kicking in -Still growing 20% YoY -Lots of cash available -Network effects The more users that use $GRAB more businesses want to be on $GRAB. Its a continuous feedback loop Theres still lots of room for growth https://twitter.com/i/web/status/2022407845287739522 https://twitter.com/i/web/status/2022407845287739522"  
[X Link](https://x.com/ValuationEdge_/status/2022407845287739522)  2026-02-13T20:29Z [----] followers, [---] engagements


"$AZO only needed: -6.5% rev growth the past ten years -Consistent execution -Buybacks Its simple you just had to sit on your hands for this one"  
[X Link](https://x.com/ValuationEdge_/status/2022417698848715109)  2026-02-13T21:08Z [----] followers, [---] engagements


"$FRCOY margin growth is remarkable Revenues have increased only 50% since [----] Operating margins have almost double (9% ➡ 16.4%) Dont know much about what Uniqlo offers compared to $NKE but theres a reason $FRCOY trades at 40x earnings Why is Uniqlos $FRCOY margins improving so drastically (Im new to this name) https://twitter.com/i/web/status/2005366160561184975 https://twitter.com/i/web/status/2005366160561184975"  
[X Link](https://x.com/ValuationEdge_/status/2005366160561184975)  2025-12-28T19:52Z [----] followers, [---] engagements


"$PRCT Fundamentals in [--] charts👇 [--]. Revenue (TTM): $299M $PRCT is showing massive revenue growth 75% Revenue Growth CAGR"  
[X Link](https://x.com/ValuationEdge_/status/2007849426589716949)  2026-01-04T16:19Z [----] followers, [----] engagements


"2. $GRAB - Grab Holdings Revenue Growth: 51% CAGR since [----] P/S: 6.1x sales"  
[X Link](https://x.com/ValuationEdge_/status/2010489567820890622)  2026-01-11T23:10Z [----] followers, [---] engagements


"@oguzerkan @grok if electricity demand is going to triple in the next decade which companies are best setup to handle the capex needed for these buildouts and who will profit from the increased energy needs"  
[X Link](https://x.com/ValuationEdge_/status/2012253996698710494)  2026-01-16T20:01Z [----] followers, [---] engagements


"$10K invested in $VSCO in April would be $36.5K 455% CAGR P/E (April 2025): 8x earnings P/E (Jan 2026): 29x earnings Price matters sentiment matters"  
[X Link](https://x.com/ValuationEdge_/status/2013274247951691879)  2026-01-19T15:36Z [----] followers, [---] engagements


"A high operating margin = a business that can: Scale efficiently Withstand pressure Reinvest heavily Compound faster Lets look at [--] names proving that operational strength drives long-term performance"  
[X Link](https://x.com/ValuationEdge_/status/1977375094516134052)  2025-10-12T14:05Z [----] followers, [--] engagements


"@StockSavvyShay @fiscal_ai $NVO 📈 Also if youre really confident check out $NVOX two times leverage through derivatives and swaps. Tread lightly on this tho I have a small position"  
[X Link](https://x.com/anyuser/status/1973382459669585985)  2025-10-01T13:40Z [----] followers, [----] engagements


"@Jake__Wujastyk 😂 $JD is one of my favorites love this"  
[X Link](https://x.com/anyuser/status/1974500772436918420)  2025-10-04T15:44Z [----] followers, [----] engagements


"@TheLongInvest All seriousness👇 Crazy how overlooked $PYPL is 💸 8.3% FCF yield 🔁 $15B buyback plan 📈 1012% rev growth last [--] yrs 📊 Trading around [--] earnings Feels like the markets still pricing in [----] not 2025"  
[X Link](https://x.com/anyuser/status/1974908170515697800)  2025-10-05T18:42Z [----] followers, [----] engagements


"@DeepIceValue $UNH at $250 was textbook market emotions driving the stock price"  
[X Link](https://x.com/anyuser/status/1974926078344143206)  2025-10-05T19:54Z [----] followers, [---] engagements


"@MrMikeInvesting Love $PYPL but this is a little off Mike. 200% revenue growth the past [--] years is just wrong. Im long anyway but please check this next time"  
[X Link](https://x.com/anyuser/status/1974998070183227841)  2025-10-06T00:40Z [----] followers, [----] engagements


"@nataninvesting $UNH at $250: The company is a scam and its going under dont touch this $UNH at $360: Buffet bought it this is one of the best opportunities in the market $UNH revenue was still over $400B at both of these points"  
[X Link](https://x.com/anyuser/status/1975538378423894382)  2025-10-07T12:27Z [----] followers, [----] engagements


"@StockMKTNewz Funny how price targets change when the price changes. Analysts are kind of a joke you can never rely on the estimates"  
[X Link](https://x.com/anyuser/status/1975572302936133900)  2025-10-07T14:41Z [----] 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


"$ROOT is one of the biggest disconnects in the market right now ⚡ 📈 Revenue CAGR since 2020: 35% 💰 P/E: [--] P/S: [---] Mkt Cap: $1.3B 🚗 Using tech + data to disrupt the $300B+ auto insurance market The business is compoundingbut the stock still trades like its broken. That gap doesnt last forever. More on this soon 👀 #Investing #ROOT #GrowthStocks"  
[X Link](https://x.com/anyuser/status/1975923641901535254)  2025-10-08T13:58Z [----] followers, [----] engagements


"@Mindset4Money_X $ROOT I may be wrong but i feel this is one of the best opportunities in the market right now considering stocks are at all time highs"  
[X Link](https://x.com/anyuser/status/1975925332164161932)  2025-10-08T14:04Z [----] followers, [----] engagements


"@TheLongInvest $UNH was a screaming buy under $300. Still like it at these levels too but the big opportunity is gone now"  
[X Link](https://x.com/anyuser/status/1975937316171763816)  2025-10-08T14:52Z [----] followers, [----] engagements


"@MMatters22596 Love $JD - feels like free money right now Especially with $30B in cash on the balance sheet Market cap: $55B What am I missing"  
[X Link](https://x.com/anyuser/status/1975937873967993208)  2025-10-08T14:54Z [----] followers, [----] engagements


"@danielisdizzy Am I crazy for thinking $ROOT is a much better buy right now than $LMND"  
[X Link](https://x.com/anyuser/status/1976386853386568129)  2025-10-09T20:38Z [----] followers, [----] engagements


"Great post on $PYPL here for anyone interested. $PYPL 🚨Long Post Alert🚨 I have never seen more of a detachment from fundamentals The moves this company has been making since Q2 have been insane But the stock still rises slowly and drops faster than most This is as a result of negative sentiment and market irrationality $PYPL 🚨Long Post Alert🚨 I have never seen more of a detachment from fundamentals The moves this company has been making since Q2 have been insane But the stock still rises slowly and drops faster than most This is as a result of negative sentiment and market irrationality"  
[X Link](https://x.com/anyuser/status/1977369066068177307)  2025-10-12T13:41Z [----] followers, [----] engagements


"$RACE just sold off 20% this week from $505 $395. Even after the drop its been a monster long-term performer: 📈 24% CAGR since [----] To put that in perspective: ➡ $10000 invested in [----] = $55000 today Ferraris been compounding like a supercar on the Autobahn. 🏎"  
[X Link](https://x.com/anyuser/status/1977718288063848924)  2025-10-13T12:49Z [----] followers, [----] engagements


"@pepemoonboy Insane to me maybe they will be good long term but the road feels so long. Please do your due diligence and find out what $OKLO does before buying Also crazy how many government policymakers have been in on this"  
[X Link](https://x.com/anyuser/status/1977753404005814377)  2025-10-13T15:08Z [----] followers, [----] engagements


"@nataninvesting $PYPL is a cannibal. Crazy to me that some think this wont create any value"  
[X Link](https://x.com/anyuser/status/1977840276959060375)  2025-10-13T20:54Z [----] followers, [----] engagements


"Everyones chasing AI stocks. Meanwhile the U.S. is quietly spending $5 trillion a year on something the markets ignoring: healthcare. Thats nearly 18% of total U.S. spending yet the sector trades at its lowest relative valuation in decades. Lets break down why this might be the most misunderstood opportunity in the market 🧵"  
[X Link](https://x.com/anyuser/status/1978073177898057996)  2025-10-14T12:19Z [----] followers, [----] engagements


"@fiscal_ai Growth and AI disruption are the main risks. What am I missing"  
[X Link](https://x.com/anyuser/status/1978101288232501298)  2025-10-14T14:11Z [----] followers, [----] engagements


"@JuanRodrig07 Reminder that someone also had a PT on $UNH at $198 These analysts clearly dont have much accountability being wrong with price targets. Worst case they move them and blame the market DYOR"  
[X Link](https://x.com/anyuser/status/1978493460106649768)  2025-10-15T16:09Z [----] followers, [---] engagements


"@TheLongInvest Also $JD has $32B in cash on hand with a $47B market cap Wheres the disconnect"  
[X Link](https://x.com/anyuser/status/1978866177901293719)  2025-10-16T16:50Z [----] followers, [----] engagements


"Youre crazy in the best way @weary_centurion Love your conviction on $PYPL the focus investment style intrigues me but I find this awesome putting your money where your mouth is Not many others can say they have this much conviction. I hope this turns out well for you. Im also in $PYPL"  
[X Link](https://x.com/anyuser/status/1978878622862610506)  2025-10-16T17:40Z [----] followers, [---] engagements


"@nataninvesting $PYPL is one of the most asymmetric opportunities in the market. Extremely low downside. Upside is way larger. When you factor in slight growth and buybacks this will produce great returns"  
[X Link](https://x.com/anyuser/status/1978893136865722653)  2025-10-16T18:37Z [----] followers, [----] engagements


"@MMMTwealth Just bought some $TMDX this week. Thanks for sharing this one I also feel strongly about this company. Actually dooing somehting necessary and good for the world and is a great opportunity. Revenue is growing strong and margins are improving 👉 mulitbagger opportunity"  
[X Link](https://x.com/anyuser/status/1979203904572215769)  2025-10-17T15:12Z [----] followers, [----] engagements


"$UNH is trading at its lowest Price-to-Sales since [----]. Superinvestors are buying. Most are ignoring. This is your reminder why Im bullish on healthcare and why $UNH might be the most underpriced quality compounder today. Dont miss this setup 👇 Everyones chasing AI stocks. Meanwhile the U.S. is quietly spending $5 trillion a year on something the markets ignoring: healthcare. Thats nearly 18% of total U.S. spending yet the sector trades at its lowest relative valuation in decades. Lets break down why this might Everyones chasing AI stocks. Meanwhile the U.S. is quietly spending $5 trillion"  
[X Link](https://x.com/anyuser/status/1979206087539609678)  2025-10-17T15:21Z [----] followers, [----] engagements


"@TrendSpider $UNH at 10x earnings was a fire sale we likely will never see again US healthcare spending only continues to rise and is about 18% of GDP currently (and rising) $UNH is by far the leader in health insurance and will capitalize from this trend"  
[X Link](https://x.com/anyuser/status/1979705016647832035)  2025-10-19T00:23Z [----] followers, [----] engagements


"$UNH was one of the cleanest setups this year. In August it traded at 10x earnings the lowest multiple in a decade. 📊 Historical avg since 2015: 22x Now: 15x Thats still 50%+ upside if it re-rates to normal. I caught it with average cost of $289 but theres still time to get in. 🩺💥"  
[X Link](https://x.com/anyuser/status/1980251967520645558)  2025-10-20T12:37Z [----] followers, [----] engagements


"@TheLongInvest $UNH at a 10P/E was the biggest steal in the market"  
[X Link](https://x.com/anyuser/status/1980264519663255859)  2025-10-20T13:27Z [----] followers, [----] engagements


"@BourbonCap Great list @BourbonCap $DLO and $TMDX look really interesting here"  
[X Link](https://x.com/anyuser/status/1980265557082444150)  2025-10-20T13:31Z [----] followers, [----] engagements


"@HatedMoats $ADBE here is the historical EPS trend for anyone interested"  
[X Link](https://x.com/anyuser/status/1980266104959172815)  2025-10-20T13:33Z [----] followers, [---] engagements


"@gainify_io $UNH is finally waking up. Crazy an analyst had a $198 price target on this My trust in the market noise is super low after seeing what they were saying about $UNH priced at $250"  
[X Link](https://x.com/anyuser/status/1980266471784583410)  2025-10-20T13:34Z [----] followers, [---] engagements


"$JD traded higher in [----] with less than 1/3 of todays revenue and no profits. Now its profitable and trades around 10x earnings. The stocks gone nowhere the business has tripled. That disconnect wont last forever. 📈"  
[X Link](https://x.com/anyuser/status/1980331523103682724)  2025-10-20T17:53Z [----] followers, [----] engagements


"@oguzerkan Clear disconnect between EPS and the stock price for $NVO They are still a great company and this might be the cheapest you can get them"  
[X Link](https://x.com/anyuser/status/1980643061962273229)  2025-10-21T14:31Z [----] followers, [----] engagements


"1/8 $ROOT is down 80% from its highs but the business has tripled. While revenue has compounded 35% a year the stock has gone nowhere. Theyre now profitable disrupting a $300B+ insurance market with AI & telematics. When price reconnects with fundamentals it could rerate fast. 📈"  
[X Link](https://x.com/anyuser/status/1980988372022645064)  2025-10-22T13:23Z [----] followers, [----] engagements


"$DLO is growing like a startup but priced like a value stock. 📈 Revenue: +50% YoY 💰 ROE: 29% 💵 P/E: 30x Profitable fast-growing and expanding across emerging markets. This is what quality at a fair price looks like"  
[X Link](https://x.com/anyuser/status/1981342597395153386)  2025-10-23T12:51Z [----] followers, [----] engagements


"At $400B+ in revenue $UNH still holds 5% margins and keeps compounding EPS year after year. Thats rare consistency. Stock is still 40% below ATH but steady compounders win long term. I hold $UNH 📈 UnitedHealth is up +30% in just three months. Are you buying this predictable profitable compounding machine $UNH https://t.co/AW8P9T11xZ UnitedHealth is up +30% in just three months. Are you buying this predictable profitable compounding machine $UNH https://t.co/AW8P9T11xZ"  
[X Link](https://x.com/anyuser/status/1981353381328191970)  2025-10-23T13:33Z [----] followers, [----] engagements


"@oguzerkan The disconnect between the growth and price of $OSCR is wild What company grows at 64% and is valued close to .5x TTM sales $OSCR may not be profitable right now but they are in the early stages of a high growth phase. Once they produce more profits the market will react big"  
[X Link](https://x.com/anyuser/status/1981415998310789365)  2025-10-23T17:42Z [----] followers, [----] engagements


"@MMatters22596 Love the enthusiasm but ten bagger is hard for me to see. Maybe with massive share buybacks it could be a multi bagger but thats a long roadway. Not even hating on $PYPL I own it but what is your assumptions into it being a 10-bagger"  
[X Link](https://x.com/anyuser/status/1981458245894930640)  2025-10-23T20:30Z [----] followers, [----] engagements


"What business is getting better but the stock is going down Ill add $ROOT"  
[X Link](https://x.com/anyuser/status/1982250539254509580)  2025-10-26T00:58Z [----] followers, [----] engagements


"I'm not going to argue the morality of $UNH. Don't you think the healthcare system is more complex than "disabled people getting screwed over for life changing equipment and care" Think why are healthcare costs double in the US than other countries Why are health outcomes generally not better in the US than other places Why do doctors get paid so much What are the incentives at stake What if the government ran healthcare Would there be any innovation at all Are the trade-offs of private health insurance better than public health insurance How does the obesity pandemic in the US play a role in"  
[X Link](https://x.com/anyuser/status/1982309616013689293)  2025-10-26T04:53Z [----] followers, [----] engagements


"1. $WM quietly became one of the best compounders in America. In [----] the stock was $50. Today its $215 a 4.3x return (16% CAGR). Turns out boring cash flow + pricing power beats hype stocks. Earnings coming today I want to highlight this Heres how Waste Management turned trash into treasure 🧵"  
[X Link](https://x.com/anyuser/status/1982782703918293341)  2025-10-27T12:13Z [----] followers, [----] engagements


"@contrarcap Short term I could see $UNH going either way. Over the next 2-3 years I could see it over $500 again. Really depends on investors sentiment but the business is strong and heavy"  
[X Link](https://x.com/anyuser/status/1982818554429759661)  2025-10-27T14:35Z [----] followers, [----] engagements


"Great thread right here by @InvestingVisual For anyone curious about $PLTR give this a read. Company looks great but the valuation is stretched IMO Takeaway: Story drives the valuation a lot of times in the market. Not saying $PLTR will be a bad investment but growth potential is priced in heavily I dont own $PLTR. Curious: What is your bull/bear case on $PLTR $PLTR visualized: How they make money Sentiment Geography Business segments Financials Cash Margins Valuation Short thesis Let's dive in 🧵👇 https://t.co/fVexfaExCC $PLTR visualized: How they make money Sentiment Geography Business"  
[X Link](https://x.com/anyuser/status/1983237820282962190)  2025-10-28T18:21Z [----] followers, [----] engagements


"@fiscal_ai They announced a $15B share buyback program this year. Bullish $PYPL"  
[X Link](https://x.com/anyuser/status/1983268082803233193)  2025-10-28T20:22Z [----] followers, [----] engagements


"Everyone says Chinas uninvestable. Meanwhile $JD quietly doubled revenue since [----] (20% CAGR since 2016) The stock trades like its dying $JD -Share price at its [--] Year Low with a [--] X Revenue increase since [----] - FWD PE of [--] - P/S [----] - EPS Next Year of +41% - $30 Billion in Cash + Investments - Market Cap: $47 Billion - Will likely benefit the most from automation in China We saw similar metrics with $BABA $JD -Share price at its [--] Year Low with a [--] X Revenue increase since [----] - FWD PE of [--] - P/S [----] - EPS Next Year of +41% - $30 Billion in Cash + Investments - Market Cap: $47 Billion"  
[X Link](https://x.com/anyuser/status/1983516416151110034)  2025-10-29T12:49Z [----] followers, 125.5K engagements


"@TheLongInvest Appreciate you @TheLongInvest. Always love the content. $JD looks prime"  
[X Link](https://x.com/anyuser/status/1983524656482066558)  2025-10-29T13:21Z [----] followers, [---] engagements


"Market says healthcare is dead. $CNC says: were repricing 100% of our Marketplace book for profitability in [--]. Margins are being rebuilt not buried. Revenue is compounding 18%. The stock trades like its over. The fundamentals say its resetting. 📈"  
[X Link](https://x.com/anyuser/status/1983538951420874774)  2025-10-29T14:18Z [----] followers, [----] engagements


"@KabraxFX $ROOT Growth is crazy considering SG&A has barely moved over the last few years. This visual tells a good story for $ROOT and insuretechs in general"  
[X Link](https://x.com/anyuser/status/1983605321223508004)  2025-10-29T18:42Z [----] followers, [---] engagements


"Wonder what the incentives are here And what are the assumptions when he had the PT at $275 I dont trust many of these analysts. Constantly moving price targets as the stock moves. Ego is tied to their results. Also it would look bad on Deutsche Bank if an analyst predicted a target way up and they miss"  
[X Link](https://x.com/anyuser/status/1983646032803074429)  2025-10-29T21:24Z [----] followers, [----] engagements


"Another signal for $UNH More famous investors are buying. Reminder that Warren Buffett David Tepper and Michael Burry also added to $UNH in the past few months $UNH down 4% this week 🚨Hedge Fund Buy Alert: $UNH Samantha McLemore - Patient Capital Management bought [------] shares of $UNH Fund's total $UNH shares are worth $128232000 Looks like UNH is going in a direction to be top hedge fund buys in second quarter in a row https://t.co/aSFa6TmGBi 🚨Hedge Fund Buy Alert: $UNH Samantha McLemore - Patient Capital Management bought [------] shares of $UNH Fund's total $UNH shares are worth"  
[X Link](https://x.com/anyuser/status/1983918472363950329)  2025-10-30T15:26Z [----] followers, [----] engagements


"@TheLongInvest Agreed buying back at ATH's makes no sense. $LULU $PYPL $NVO have no reason not to buy back shares unless their growth initiatives actually bring them back to higher-growth companies"  
[X Link](https://x.com/anyuser/status/1985017659692667286)  2025-11-02T16:14Z [----] followers, [----] engagements


"@TheLongInvest $AMZN I dont see them going anywhere but up in the long term. Only thing is a black swan event but thats a risk Id accept for such a wonderful company"  
[X Link](https://x.com/anyuser/status/1985198350409572644)  2025-11-03T04:12Z [----] followers, [----] engagements


"@TheLongInvest $NVO still trades around 13x earnings last quarter YoY revenue growth of 13%. Bullish $NVO"  
[X Link](https://x.com/anyuser/status/1985357279969833293)  2025-11-03T14:43Z [----] followers, [----] engagements


"Disagree with you on $UNH This seems like short term pain on a wonderful company. I agree with you they should have had more cash deployed for buybacks when the stock tanked no doubt. Hard thing with health insurance is they need capital on hand for regulatory purposes. YoY revenue growth of 12% at $435 Billion revenue you cant ignore Market cap also under $300 Billion now Trading at 17x earnings seems like a no brainer still"  
[X Link](https://x.com/anyuser/status/1985368308414091644)  2025-11-03T15:27Z [----] followers, [----] engagements


"@QualityInvest5 No idea this EPS trend is crazy considering $NVO is 12x earnings"  
[X Link](https://x.com/anyuser/status/1985434956223381617)  2025-11-03T19:52Z [----] followers, [----] engagements


"@DeepIceValue Even with the headwinds from policymakers and competition. $NVO looks like a steal. Still growing and trading at 12x earnings LONG $NVO"  
[X Link](https://x.com/anyuser/status/1986083032915460151)  2025-11-05T14:47Z [----] followers, [----] engagements


"$OSCR just beat EPS estimates 📈 Revenue up 64% CAGR since [----] Still trades at only 0.4x sales Fast growth. Cheap valuation. LONG $OSCR 🚨JUST IN: $OSCR EARNINGS Revenue: $2.98bn vs. $3.08bn est. ❌ EPS = -$0.53 vs. -$0.58 est. ✅ FY [----] guidance reaffirmed. Revenue miss is inconsequential its just 3% lower. Whats important is narrower than expected loss. This will be a $30 stock soon https://t.co/clQmJISGh7 🚨JUST IN: $OSCR EARNINGS Revenue: $2.98bn vs. $3.08bn est. ❌ EPS = -$0.53 vs. -$0.58 est. ✅ FY [----] guidance reaffirmed. Revenue miss is inconsequential its just 3% lower. Whats"  
[X Link](https://x.com/anyuser/status/1986395722296832295)  2025-11-06T11:30Z [----] followers, [---] engagements


"🧵 $ROOT The Most Mispriced Tech Company in the Market [--] $ROOT just dropped Q3 earnings and while most investors ignore it this might be one of the best risk/reward setups in the market right now. Heres why $ROOT could quietly be a multi-bagger from here 👇"  
[X Link](https://x.com/anyuser/status/1986421256858525790)  2025-11-06T13:11Z [----] followers, [----] engagements


"$ADBE now trades near [--] earnings its lowest multiple in nearly a decade. Thats 58% below its historical average of [--] since [----]. Everyone loved it at [----]. Now at [--] silence. Not invested but this kind of sentiment shift always makes me pay attention. 👀"  
[X Link](https://x.com/anyuser/status/1986816475772903665)  2025-11-07T15:22Z [----] followers, [----] engagements


"$GRAB is quietly turning the corner. 📈 Revenue up 24% YoY (Q325) 💰 Operating income flipping positive 🧾 Gross margins: 41% 💵 $7B cash vs. $23B market cap Valuation looks high but thats what early profitability always looks like. Just starting to dig in this ones moving up my watchlist fast. 👀 I hate to report this again but JUST IN: $GRAB $GOTO merger is being discussed by the Indonesian government. Indonesian government spokesperson Prasetyo Hadi said a decision would come soon. https://t.co/81nb46BOSv I hate to report this again but JUST IN: $GRAB $GOTO merger is being discussed by the"  
[X Link](https://x.com/anyuser/status/1986864514512605470)  2025-11-07T18:33Z [----] followers, [----] engagements


"@contrarcap [---] baggers are found typically in small/micro caps. It's way more reasonable for a company to go from $500M to $50B than it is for a $100B to $10T"  
[X Link](https://x.com/anyuser/status/1987642273870356559)  2025-11-09T22:03Z [----] followers, [----] engagements


"Completely true. Part of achieving higher returns is thinking different and being right. When the market goes one way you have to think about how others feel about a stock because psychology plays such a huge role in a company's valuation. If everyone agrees that a company looks great it usually means there is less room in the company to outperform. This idea I've seen more and more with the rapid information in the market now people trade on headlines and emotions. One key I've learned is to think am I wrong or are others wrong. Maybe they're right but the company already has that priced in"  
[X Link](https://x.com/anyuser/status/1987644729257836846)  2025-11-09T22:13Z [----] followers, [----] engagements


"$RGTI reports tomorrow. Pulled in $1.8M in revenue last quarter yet trades at an $11B valuation 🤯 Thats a [----] P/S. I get quantum is the future but this feels like a bubble forming. Someone who actually knows this space prove me wrong👇"  
[X Link](https://x.com/anyuser/status/1987677010546864307)  2025-11-10T00:21Z [----] followers, [----] engagements


"1/ $HROW reports Q3 earnings today👀 A small-cap compounding quietly in the background growing 33% CAGR since [----] expanding margins fast and targeting $1B+ sales by [----]. Heres why I think this growth story is just getting started 👇"  
[X Link](https://x.com/anyuser/status/1987870708991479977)  2025-11-10T13:11Z [----] followers, [----] engagements


"$ROOT currently trading: P/S: 1x sales P/E: 26x earnings LTM revenue growth: 38% One of the best risk/reward plays in the market currently IMO $ROOT Didnt quite catch the bottom but name is starting to curl a bit. Break $100 and we could see $120. $ROOT Didnt quite catch the bottom but name is starting to curl a bit. Break $100 and we could see $120"  
[X Link](https://x.com/anyuser/status/1988262469580489024)  2025-11-11T15:08Z [----] followers, [---] engagements


"$PYPL right now should not be looked at as a trade. The timeline may take a while but if the growth continues buybacks happen at current levels and no black swan event occurs the risk/reward is great. Dont expect this to flip around easily in the next months though sentiment can be hard to flip"  
[X Link](https://x.com/anyuser/status/1988300729187029362)  2025-11-11T17:40Z [----] followers, [---] engagements


"@StockMKTNewz Lisa Su the goat"  
[X Link](https://x.com/anyuser/status/1988632866146697601)  2025-11-12T15:39Z [----] followers, [---] engagements


"@TheLongInvest $NVO is too cheap under $50"  
[X Link](https://x.com/anyuser/status/1988633218866675812)  2025-11-12T15:41Z [----] followers, [----] engagements


"@fiscal_ai I own a small position in $CROX purely out of it being a value play. Not my highest conviction but its so cheap that the downside is low (assuming the brand doesnt get crushed). Not financial advice wouldnt recommend this to most people but price matters. $CROX looks cheap"  
[X Link](https://x.com/anyuser/status/1988662535424471240)  2025-11-12T17:37Z [----] followers, [----] engagements


"$JD Q3 Earnings ✅ Revenue: $42B (+14.9% YoY) EPS: $0.52 ✅ Beat expectations Highlights: - JD Retail steady - 🍜 Food delivery improved not as weak as last quarter - Logistics continues to expand Still trading near [----] levels despite 3.5x+ revenue growth since then"  
[X Link](https://x.com/anyuser/status/1988937267113800042)  2025-11-13T11:49Z [----] followers, [---] engagements


"$JD still has $29B in cash equivalents on the balance sheet $JD Market cap: $51B $JD is one of the most mispriced stocks on the whole market who agrees👇"  
[X Link](https://x.com/anyuser/status/1988941673020420543)  2025-11-13T12:07Z [----] followers, [---] engagements


"Great insight from @investingluc 👇 Watch this video if you have [--] min The internet has changed the game an social arbitrage is real $ELF went from $7 - $218 ATH from [----] to [----] (chart below) The market missed the opportunity for good reason. $ELF had no power besides the word of mouth of a celebrity Attention is the new currency this who capture it are able to sell at greater speeds and acceleration than ever before Peter Lynchs main philosophy summed up is similar; use your personal edge on a company/industry to recognize where the market is wrong. Real life experience can trump analyst"  
[X Link](https://x.com/ValuationEdge_/status/2003488455561482326)  2025-12-23T15:30Z [----] followers, [---] engagements


"2 $ZETA Marketing Data & AI SaaS 30% revenue CAGR (3yr) Trading at 4x sales Profitability in [----] High-growth SaaS at a discounted multiple. Operating leverage is starting to show re-rating setup. https://twitter.com/i/web/status/2008887320078889296 https://twitter.com/i/web/status/2008887320078889296"  
[X Link](https://x.com/ValuationEdge_/status/2008887320078889296)  2026-01-07T13:03Z [----] followers, [---] engagements


"3 $JD Chinese E-Commerce & Logistics Down 72% from ATHs $45B market cap vs $183B revenue Trading at 10x earnings Margins pressured by food delivery. Core commerce still growing valuation implies no recovery. https://twitter.com/i/web/status/2008887322381631989 https://twitter.com/i/web/status/2008887322381631989"  
[X Link](https://x.com/ValuationEdge_/status/2008887322381631989)  2026-01-07T13:03Z [----] followers, [---] engagements

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