[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ValuationEdge_ The Valuation Analyst The Valuation Analyst posts on X about $unh, $pypl, $dlo, $root the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1966358545407881225/interactions)  - X Week XXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1966358545407881225/posts_active)  - X Week XXX +72% ### Followers: XXX [#](/creator/twitter::1966358545407881225/followers)  - X Week XXX +77% ### CreatorRank: XXXXXXX [#](/creator/twitter::1966358545407881225/influencer_rank)  ### Social Influence [#](/creator/twitter::1966358545407881225/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXX% [luxury brands](/list/luxury-brands) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$unh](/topic/$unh) #32, [$pypl](/topic/$pypl) #963, [$dlo](/topic/$dlo) #33, [$root](/topic/$root) #82, [$tmdx](/topic/$tmdx) #15, [unh](/topic/unh) 4.64%, [$race](/topic/$race) #1537, [$zeta](/topic/$zeta) #53, [$jd](/topic/$jd) #53, [$oscr](/topic/$oscr) #150 **Top accounts mentioned or mentioned by** [@deepicevalue](/creator/undefined) [@grok](/creator/undefined) [@fiscalai](/creator/undefined) [@mmatters22596](/creator/undefined) [@nataninvesting](/creator/undefined) [@longoption](/creator/undefined) [@spike_1567](/creator/undefined) [@spike1567](/creator/undefined) [@thexcapitalist](/creator/undefined) [@bourboninsider](/creator/undefined) [@valuesenseio](/creator/undefined) [@mmmtwealth](/creator/undefined) [@thelonginvest](/creator/undefined) [@bourboncap](/creator/undefined) [@brunogoncalve13](/creator/undefined) [@theraymyers](/creator/undefined) [@wearycenturion](/creator/undefined) [@r_goln](/creator/undefined) [@hatedmoats](/creator/undefined) [@think4wunce](/creator/undefined) **Top assets mentioned** [UnitedHealth Group (UNH)](/topic/$unh) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [The Root Network (ROOT)](/topic/$root) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Ferrari N.V. (RACE)](/topic/$race) [ZetaChain (ZETA)](/topic/$zeta) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Autozone Inc (AZO)](/topic/$azo) [NuCypher (NU)](/topic/$nu) [Adobe, Inc. (ADBE)](/topic/$adbe) [Novo-Nordisk (NVO)](/topic/$nvo) [4 (FOUR)](/topic/$four) [Centene Corp (CNC)](/topic/$cnc) [Alibaba Group (BABA)](/topic/$baba) [Oklo Inc. (OKLO)](/topic/$oklo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Msci Inc (MSCI)](/topic/$msci) [UiPath, Inc. (PATH)](/topic/$path) [Ethereum Name Service (ENS)](/topic/$ens) [Metadium (META)](/topic/$meta) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [NextEra Energy Inc (NEE)](/topic/$nee) [Duke Energy Corp (DUK)](/topic/$duk) [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [Constellation Energy Corp (CEG)](/topic/$ceg) [Southern Co (SO)](/topic/$so) [NuScale Power Corporation (SMR)](/topic/$smr) [Equinix Inc (EQIX)](/topic/$eqix) [Chesapeake Energy, Corp. (CHK)](/topic/$chk) [GE Vernova Inc. (GEV)](/topic/$gev) [First Solar, Inc. (FSLR)](/topic/$fslr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [VICI Properties, Inc. (VICI)](/topic/$vici) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) ### Top Social Posts [#](/creator/twitter::1966358545407881225/posts) --- Top posts by engagements in the last XX hours "Great dive on $PYPL by @biggr_ai for anyone interested" [X Link](https://x.com/ValuationEdge_/status/1978806218677235714) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T12:52Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T18:19Z XXX followers, XXX engagements "Operating margin has grown from XX% (2016) XX% today. By 2030 Ferrari targets $10.4B in revenue. At XX% margins thats $3B+ in operating income or $4B EBITDA. At a 30x multiple that implies $120B fair value by 2030. 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, XXX engagements "@Spike_1567 I like it why $FOUR over $DLO" [X Link](https://x.com/ValuationEdge_/status/1978209690531070202) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T21:21Z XXX followers, XXX engagements "$UNH is also a phenomenal business Since 2018: Revenue CAGR: XX% FCF CAGR: XX% 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-07T20:45Z XXX followers, 2204 engagements "🚀 $ZETA is scaling without spending more to do it. Revenue XX% CAGR since 2022 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T18:17Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T12:47Z XXX followers, XXX engagements "@ValueSense_io $PYPL buybacks make this a great opportunity" [X Link](https://x.com/ValuationEdge_/status/1979193382887891338) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T14:30Z XXX followers, XXX engagements "$ROOT is one of the biggest disconnects in the market right now ⚡ 📈 Revenue CAGR since 2020: XX% 💰 P/E: XX P/S: XXX 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/ValuationEdge_/status/1975923641901535254) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-08T13:58Z XXX followers, 2461 engagements "@BourbonInsider $UNH is trading at its lowest P/S since 2016. If this doesnt show some disconnect I dont know what will" [X Link](https://x.com/ValuationEdge_/status/1978640267335876953) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T01:52Z XXX followers, XXX engagements "@grok @think4wunce @MMatters22596 @grok I don't believe this free cash flow amount is correct. I have showing 1138 TTM and 5560 in 2024 using USD as a currency. Please take a look at this again" [X Link](https://x.com/ValuationEdge_/status/1976125762890547245) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-09T03:21Z XXX followers, XX engagements "@JuanRodrig07 @acce Love $PYPL at 14x earnings right now" [X Link](https://x.com/ValuationEdge_/status/1978608225948745889) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:45Z XXX followers, XXX engagements "@DeepIceValue $UNH is still undervalued" [X Link](https://x.com/ValuationEdge_/status/1978049161019768945) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T10:44Z XXX followers, XXX engagements "@MMMTwealth $ROOT $OSCR $DLO $NU $TMDX" [X Link](https://x.com/ValuationEdge_/status/1978103055347241455) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T14:18Z XXX followers, XXX engagements "@TheLongInvest Agree have some LEAPS on $JD" [X Link](https://x.com/ValuationEdge_/status/1978480060043825364) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T15:16Z XXX followers, 1054 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T16:08Z XXX followers, 1047 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T14:25Z XXX followers, XXX engagements "@ValueSense_io At XX% growth $DLO could hit $2.1B rev in X yrs. With XX% 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:43Z XXX followers, XXX engagements "Valuations tell the story: 🩺 Healthcare P/E: 17x 📊 S&P XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T12:19Z XXX followers, XXX engagements "@DeepIceValue Not sure what are your thoughts on $JD" [X Link](https://x.com/ValuationEdge_/status/1978101997824889103) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T14:14Z XXX followers, XXX 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/ValuationEdge_/status/1979203904572215769) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T15:12Z XXX followers, XXX 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/ValuationEdge_/status/1975538378423894382) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-07T12:27Z XXX followers, 1330 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T13:20Z XXX followers, XXX 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 👉 XX% CAGR since 2016 EPS 👉 XX% CAGR since 2016 Do you own $META and why/why not" [X Link](https://x.com/ValuationEdge_/status/1979216179743838336) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T16:01Z XXX followers, XX engagements "@TheLongInvest Yes yes yes love this @TheLongInvest Especially $BABA $UNH $OSCR" [X Link](https://x.com/ValuationEdge_/status/1978134636745154938) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T16:23Z XXX followers, XXX engagements "$UNH is trading at its lowest Price-to-Sales since 2016. 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 👇" [X Link](https://x.com/ValuationEdge_/status/1979206087539609678) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T15:21Z XXX followers, XXX engagements "@fiscal_ai $DPZ has been one of the best companies this decade" [X Link](https://x.com/ValuationEdge_/status/1978155503432667215) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T17:46Z XXX followers, XX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T12:42Z XXX followers, XX engagements "Texas Pacific Land $TPL XXXX% margin Royalty model. No heavy assets. Turns land ownership into pure profit flow elite efficiency since 2020" [X Link](https://x.com/ValuationEdge_/status/1977375100602052931) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, XXX engagements "At $XXX $UNH was trading at a P/E of XX. For context: since 2020 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-04T14:59Z XXX followers, XXX engagements "@BourbonCap $ROOT" [X Link](https://x.com/ValuationEdge_/status/1978155211790156065) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T17:45Z XXX followers, 1884 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-04T14:59Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T16:04Z XXX followers, XX engagements "@QCompounding Ferrari $RACE is an interesting story. Just posted a breakdown if anyones interested" [X Link](https://x.com/ValuationEdge_/status/1977731930389955019) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T13:43Z XXX followers, XXX engagements "$RACE just sold off XX% this week from $XXX $XXX. Even after the drop its been a monster long-term performer: 📈 XX% CAGR since 2016 To put that in perspective: ➡ $10000 invested in 2016 = $55000 today Ferraris been compounding like a supercar on the Autobahn. 🏎" [X Link](https://x.com/ValuationEdge_/status/1977718288063848924) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, 1146 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T16:09Z XXX followers, XX engagements "Do you hold $UNH If so why If no why not" [X Link](https://x.com/ValuationEdge_/status/1978203080953942283) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T20:55Z XXX followers, XXX 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" [X Link](https://x.com/ValuationEdge_/status/1977368658771902598) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T13:40Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T15:14Z XXX followers, XXX engagements "@longoption I want more $ROOT" [X Link](https://x.com/ValuationEdge_/status/1977769384891514922) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T16:12Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T14:20Z XXX followers, XXX engagements "Just started a small position in $ZETA Do you own $ZETA" [X Link](https://x.com/ValuationEdge_/status/1978889726267457877) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T18:24Z XXX followers, XXX engagements "@BrunoGoncalve13 @fiscal_ai Yes good point. Trying to think of how $ADBE responds differently than Google. Definitely worth looking into You own $ADBE" [X Link](https://x.com/ValuationEdge_/status/1978209517721534737) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T21:21Z XXX followers, XX engagements "$AZO is one of the markets most underappreciated compounders. Since 2017: 📈 Revenue CAGR X% 💥 Share price CAGR XX% Thats a 6.6x return in X years. Not from hype from steady growth and relentless buybacks" [X Link](https://x.com/ValuationEdge_/status/1978803601544790414) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T12:41Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T20:43Z XXX followers, XXX engagements "Everyone wants compounders. Few actually find them. $TMDX has grown revenue at XX% CAGR since 2023 and just hit XX% operating margin in the most recent quarter (up from XXX% 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T11:38Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T16:13Z XXX followers, 8841 engagements "@meeijer $NVO is interesting here might have to do a short dive soon" [X Link](https://x.com/ValuationEdge_/status/1978148331344867437) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T17:18Z XXX followers, XXX engagements "MSCI $MSCI XXXX% margin High recurring revenue low cost to scale. Margins reflect strong data moat and pricing power" [X Link](https://x.com/ValuationEdge_/status/1977375119614898246) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XX engagements "🚨 Reminder: $TMDX has compounded revenue at XXX% annually since 2021. And margins Improving every single year. Not hype execution" [X Link](https://x.com/ValuationEdge_/status/1977734790586507609) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T13:54Z XXX followers, XXX engagements "@grok @thexcapitalist @grok who is best setup up to fill the demand for these companies with energy storage How much margin can these companies make off energy storage" [X Link](https://x.com/ValuationEdge_/status/1979286648350195726) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T20:41Z XXX followers, XXX engagements "@fiscal_ai $RACE sells status Dropping a short dive on Ferrari tomorrow 👀" [X Link](https://x.com/ValuationEdge_/status/1977417322806780047) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T16:53Z XXX followers, XXX engagements "@unusual_whales Does this mean LONG $BABA $JD $PDD $BIDU" [X Link](https://x.com/ValuationEdge_/status/1978856356254744838) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T16:11Z XXX followers, XXX engagements "Yes LONG healthcare Loaded up on $UNH between $XXX and $XXX Also have a $UNHG call at $XX for march when $UNH was at $XXX - XXX% gain so far Also have some $CNC have some shares and a call for Jan 2027 at $XXXX already up XXX% IMO the most under appreciated sector this year" [X Link](https://x.com/ValuationEdge_/status/1975964971763728470) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-08T16:42Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T21:37Z XXX followers, XXX engagements "@TheRayMyers Doing more research on $ZETA" [X Link](https://x.com/ValuationEdge_/status/1977810547790975458) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T18:55Z XXX followers, XXX engagements "@StockSavvyShay @fiscal_ai Revenues compounding over XX% Margins improving Looks like a winner $ASML" [X Link](https://x.com/ValuationEdge_/status/1978159353824788666) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T18:01Z XXX followers, XXX engagements "@Spike_1567 Definitely will be interesting to see this next earnings call. IMO its valuation makes it too attractive to ignore" [X Link](https://x.com/ValuationEdge_/status/1978821170754380159) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T13:51Z XXX followers, XX engagements "$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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, XXX engagements "Since 2016: Revenue CAGR: XX% Operating income CAGR: XX% 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, XXX engagements "$PYPL was overvalued at $XXX in 2021. Now its undervalued at $XX. Since then: 📈 EPS up 💵 $5/share 🔹 Trades at just 14x earnings Slap a modest 18x multiple and youre looking at a $90B valuation nearly XX% upside. The disconnect between earnings & price has never been wider" [X Link](https://x.com/ValuationEdge_/status/1978604400466690433) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:30Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-10T02:12Z XXX followers, XXX engagements "@BourbonCap @theTIKR All of these look interesting especially $ADBE $NVO $MSCI" [X Link](https://x.com/ValuationEdge_/status/1978102345947926538) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T14:15Z XXX followers, XXX engagements "@fiscal_ai Growth and AI disruption are the main risks. What am I missing" [X Link](https://x.com/ValuationEdge_/status/1978101288232501298) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T14:11Z XXX followers, 3779 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T15:15Z XXX followers, XXX engagements "@nataninvesting I like it especially $PDD $PYPL $UNH $TMDX" [X Link](https://x.com/ValuationEdge_/status/1976615232912171035) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-10T11:46Z XXX followers, XXX engagements "@JuanRodrig07 Reminder that someone also had a PT on $UNH at $XXX 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/ValuationEdge_/status/1978493460106649768) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T16:09Z XXX followers, XXX engagements "@nataninvesting $PYPL 📈" [X Link](https://x.com/ValuationEdge_/status/1979172319676264602) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T13:07Z XXX followers, XXX engagements "@DeepIceValue Love this signal $UNH" [X Link](https://x.com/ValuationEdge_/status/1978883370319745530) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T17:58Z XXX followers, XXX engagements "Quick stats: 📈 $ROOT XX% revenue CAGR since 2020 turning profitable 💻 $OSCR P/S X positive cash flow momentum 🫀 $TMDX XXX% revenue CAGR since 2021 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T12:47Z XXX followers, XXX engagements "A high operating margin = a business that can: Scale efficiently Withstand pressure Reinvest heavily Compound faster Lets look at XX names proving that operational strength drives long-term performance" [X Link](https://x.com/ValuationEdge_/status/1977375094516134052) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XX engagements "@MMMTwealth @grok how does $PATH make money and what are its growth estimates" [X Link](https://x.com/ValuationEdge_/status/1976614685962326495) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-10T11:43Z XXX followers, 1017 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 2026 its the double leveraged etf" [X Link](https://x.com/ValuationEdge_/status/1975869570654351769) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-08T10:23Z XXX followers, XX engagements "@DividendNGrowth I like all three $ROOT $ZETA $DLO" [X Link](https://x.com/ValuationEdge_/status/1977830138235822181) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T20:13Z XXX followers, XXX engagements "VICI Properties $VICI XXXX% margin A REIT that prints cash. Minimal costs predictable rent and consistent compounding since 2020" [X Link](https://x.com/ValuationEdge_/status/1977375097267556546) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XX engagements "@DeepIceValue $UNH is waking up" [X Link](https://x.com/ValuationEdge_/status/1978795456965542127) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T12:09Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T17:17Z XXX followers, XXX engagements "@DeepIceValue Please more breakdowns on $UNH and $NVO" [X Link](https://x.com/ValuationEdge_/status/1977375905564533164) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:08Z XXX followers, XXX engagements "@nataninvesting $PYPL is a cannibal. Crazy to me that some think this wont create any value" [X Link](https://x.com/ValuationEdge_/status/1977840276959060375) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T20:54Z XXX followers, 3651 engagements "NVIDIA $NVDA XXXX% margin Innovation meets leverage. Margins expanded with demand and the stock followed" [X Link](https://x.com/ValuationEdge_/status/1977375116011896942) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XX engagements "@BourbonCap Love this $AMZN $PATH and $ISRG look interesting" [X Link](https://x.com/ValuationEdge_/status/1977726288870736305) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T13:21Z XXX followers, 2805 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T00:59Z XXX followers, XXX engagements "@Spike_1567 Perfect Id argue $UNH is recession proof. I like this play" [X Link](https://x.com/ValuationEdge_/status/1978203788524580948) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T20:58Z XXX followers, XXX engagements "@TheLongInvest Also $JD has $32B in cash on hand with a $47B market cap Wheres the disconnect" [X Link](https://x.com/ValuationEdge_/status/1978866177901293719) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T16:50Z XXX followers, 3421 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T19:01Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-10T20:28Z XXX followers, 2755 engagements "Amazing business with phenomenal fundamentals clearly a company with pricing power and a strong brand. Valuation is still at 12x sales and XX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-10T02:05Z XXX followers, XXX 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) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T16:27Z XXX followers, XXX engagements "@Kross_Roads @FlexInvest7 Nobody uses $PYPL 🤣 . only 438M users" [X Link](https://x.com/ValuationEdge_/status/1978608737431536046) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:47Z XXX followers, XXX engagements "@DeepIceValue If $UNH tanks after earnings Im buying more" [X Link](https://x.com/ValuationEdge_/status/1977914743055593540) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T01:49Z XXX followers, XXX 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 $XX currently do you own any $PYPL" [X Link](https://x.com/ValuationEdge_/status/1978605252900262176) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:33Z XXX followers, XXX engagements "@DeepIceValue $UNH is a clear buy" [X Link](https://x.com/ValuationEdge_/status/1978438420658549095) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T12:30Z XXX followers, XXX engagements "AppLovin $APP XX% margin Quietly one of techs most profitable players. High-margin software and ads = massive operational leverage" [X Link](https://x.com/ValuationEdge_/status/1977375122903253351) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ValuationEdge_ The Valuation Analyst
The Valuation Analyst posts on X about $unh, $pypl, $dlo, $root the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
Mentions: XX #
- X Week XXX +72%
Followers: XXX #
- X Week XXX +77%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXX% luxury brands XXXX% countries XXXX% currencies XXXX%
Social topic influence $unh #32, $pypl #963, $dlo #33, $root #82, $tmdx #15, unh 4.64%, $race #1537, $zeta #53, $jd #53, $oscr #150
Top accounts mentioned or mentioned by @deepicevalue @grok @fiscalai @mmatters22596 @nataninvesting @longoption @spike_1567 @spike1567 @thexcapitalist @bourboninsider @valuesenseio @mmmtwealth @thelonginvest @bourboncap @brunogoncalve13 @theraymyers @wearycenturion @r_goln @hatedmoats @think4wunce
Top assets mentioned UnitedHealth Group (UNH) PayPal Holdings Inc (PYPL) DLocal Limited Class A Common Shares (DLO) The Root Network (ROOT) TransMedics Group, Inc. Common Stock (TMDX) Ferrari N.V. (RACE) ZetaChain (ZETA) Oscar Health, Inc. (OSCR) Autozone Inc (AZO) NuCypher (NU) Adobe, Inc. (ADBE) Novo-Nordisk (NVO) 4 (FOUR) Centene Corp (CNC) Alibaba Group (BABA) Oklo Inc. (OKLO) Amazon.com, Inc. (AMZN) Msci Inc (MSCI) UiPath, Inc. (PATH) Ethereum Name Service (ENS) Metadium (META) Domino's Pizza Inc (DPZ) Texas Pacific Land, Corp. (TPL) NextEra Energy Inc (NEE) Duke Energy Corp (DUK) TALEN ENERGY CORP (DE) (TLN) Constellation Energy Corp (CEG) Southern Co (SO) NuScale Power Corporation (SMR) Equinix Inc (EQIX) Chesapeake Energy, Corp. (CHK) GE Vernova Inc. (GEV) First Solar, Inc. (FSLR) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) VICI Properties, Inc. (VICI) NVIDIA Corp. (NVDA) Intuitive Surgical, Inc. (ISRG)
Top Social Posts #
Top posts by engagements in the last XX hours
"Great dive on $PYPL by @biggr_ai for anyone interested"
X Link @ValuationEdge_ 2025-10-16T12:52Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-17T18:19Z XXX followers, XXX engagements
"Operating margin has grown from XX% (2016) XX% today. By 2030 Ferrari targets $10.4B in revenue. At XX% margins thats $3B+ in operating income or $4B EBITDA. At a 30x multiple that implies $120B fair value by 2030. 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 @ValuationEdge_ 2025-10-13T12:49Z XXX followers, XXX engagements
"@Spike_1567 I like it why $FOUR over $DLO"
X Link @ValuationEdge_ 2025-10-14T21:21Z XXX followers, XXX engagements
"$UNH is also a phenomenal business Since 2018: Revenue CAGR: XX% FCF CAGR: XX% 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 @ValuationEdge_ 2025-10-07T20:45Z XXX followers, 2204 engagements
"🚀 $ZETA is scaling without spending more to do it. Revenue XX% CAGR since 2022 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 @ValuationEdge_ 2025-10-16T18:17Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-15T12:47Z XXX followers, XXX engagements
"@ValueSense_io $PYPL buybacks make this a great opportunity"
X Link @ValuationEdge_ 2025-10-17T14:30Z XXX followers, XXX engagements
"$ROOT is one of the biggest disconnects in the market right now ⚡ 📈 Revenue CAGR since 2020: XX% 💰 P/E: XX P/S: XXX 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 @ValuationEdge_ 2025-10-08T13:58Z XXX followers, 2461 engagements
"@BourbonInsider $UNH is trading at its lowest P/S since 2016. If this doesnt show some disconnect I dont know what will"
X Link @ValuationEdge_ 2025-10-16T01:52Z XXX followers, XXX engagements
"@grok @think4wunce @MMatters22596 @grok I don't believe this free cash flow amount is correct. I have showing 1138 TTM and 5560 in 2024 using USD as a currency. Please take a look at this again"
X Link @ValuationEdge_ 2025-10-09T03:21Z XXX followers, XX engagements
"@JuanRodrig07 @acce Love $PYPL at 14x earnings right now"
X Link @ValuationEdge_ 2025-10-15T23:45Z XXX followers, XXX engagements
"@DeepIceValue $UNH is still undervalued"
X Link @ValuationEdge_ 2025-10-14T10:44Z XXX followers, XXX engagements
"@MMMTwealth $ROOT $OSCR $DLO $NU $TMDX"
X Link @ValuationEdge_ 2025-10-14T14:18Z XXX followers, XXX engagements
"@TheLongInvest Agree have some LEAPS on $JD"
X Link @ValuationEdge_ 2025-10-15T15:16Z XXX followers, 1054 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 @ValuationEdge_ 2025-10-16T16:08Z XXX followers, 1047 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 @ValuationEdge_ 2025-10-17T14:25Z XXX followers, XXX engagements
"@ValueSense_io At XX% growth $DLO could hit $2.1B rev in X yrs. With XX% margins & 30x P/E $9.6B market cap. Thats 2x upside from today if they keep compounding. 🚀"
X Link @ValuationEdge_ 2025-10-15T23:43Z XXX followers, XXX engagements
"Valuations tell the story: 🩺 Healthcare P/E: 17x 📊 S&P XXX 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 @ValuationEdge_ 2025-10-14T12:19Z XXX followers, XXX engagements
"@DeepIceValue Not sure what are your thoughts on $JD"
X Link @ValuationEdge_ 2025-10-14T14:14Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-17T15:12Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-07T12:27Z XXX followers, 1330 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 @ValuationEdge_ 2025-10-15T13:20Z XXX followers, XXX 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 👉 XX% CAGR since 2016 EPS 👉 XX% CAGR since 2016 Do you own $META and why/why not"
X Link @ValuationEdge_ 2025-10-17T16:01Z XXX followers, XX engagements
"@TheLongInvest Yes yes yes love this @TheLongInvest Especially $BABA $UNH $OSCR"
X Link @ValuationEdge_ 2025-10-14T16:23Z XXX followers, XXX engagements
"$UNH is trading at its lowest Price-to-Sales since 2016. 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 👇"
X Link @ValuationEdge_ 2025-10-17T15:21Z XXX followers, XXX engagements
"@fiscal_ai $DPZ has been one of the best companies this decade"
X Link @ValuationEdge_ 2025-10-14T17:46Z XXX followers, XX engagements
"Shares have been bought back aggressively - you dont just need high growth to get superior returns $AZO"
X Link @ValuationEdge_ 2025-10-16T12:42Z XXX followers, XX engagements
"Texas Pacific Land $TPL XXXX% margin Royalty model. No heavy assets. Turns land ownership into pure profit flow elite efficiency since 2020"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-13T12:49Z XXX followers, XXX engagements
"At $XXX $UNH was trading at a P/E of XX. For context: since 2020 it has averaged closer to 25x earnings. The business was still strong but emotions drove the stock"
X Link @ValuationEdge_ 2025-10-04T14:59Z XXX followers, XXX engagements
"@BourbonCap $ROOT"
X Link @ValuationEdge_ 2025-10-14T17:45Z XXX followers, 1884 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 @ValuationEdge_ 2025-10-04T14:59Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-16T16:04Z XXX followers, XX engagements
"@QCompounding Ferrari $RACE is an interesting story. Just posted a breakdown if anyones interested"
X Link @ValuationEdge_ 2025-10-13T13:43Z XXX followers, XXX engagements
"$RACE just sold off XX% this week from $XXX $XXX. Even after the drop its been a monster long-term performer: 📈 XX% CAGR since 2016 To put that in perspective: ➡ $10000 invested in 2016 = $55000 today Ferraris been compounding like a supercar on the Autobahn. 🏎"
X Link @ValuationEdge_ 2025-10-13T12:49Z XXX followers, 1146 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 @ValuationEdge_ 2025-10-14T16:09Z XXX followers, XX engagements
"Do you hold $UNH If so why If no why not"
X Link @ValuationEdge_ 2025-10-14T20:55Z XXX followers, XXX 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"
X Link @ValuationEdge_ 2025-10-12T13:40Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-15T15:14Z XXX followers, XXX engagements
"@longoption I want more $ROOT"
X Link @ValuationEdge_ 2025-10-13T16:12Z XXX followers, XXX engagements
"@DeepIceValue Agreed. I own $PDD and $JD right now. All of these china companies are hard to ignore right now"
X Link @ValuationEdge_ 2025-10-14T14:20Z XXX followers, XXX engagements
"Just started a small position in $ZETA Do you own $ZETA"
X Link @ValuationEdge_ 2025-10-16T18:24Z XXX followers, XXX engagements
"@BrunoGoncalve13 @fiscal_ai Yes good point. Trying to think of how $ADBE responds differently than Google. Definitely worth looking into You own $ADBE"
X Link @ValuationEdge_ 2025-10-14T21:21Z XXX followers, XX engagements
"$AZO is one of the markets most underappreciated compounders. Since 2017: 📈 Revenue CAGR X% 💥 Share price CAGR XX% Thats a 6.6x return in X years. Not from hype from steady growth and relentless buybacks"
X Link @ValuationEdge_ 2025-10-16T12:41Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-14T20:43Z XXX followers, XXX engagements
"Everyone wants compounders. Few actually find them. $TMDX has grown revenue at XX% CAGR since 2023 and just hit XX% operating margin in the most recent quarter (up from XXX% 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 @ValuationEdge_ 2025-10-17T11:38Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-14T16:13Z XXX followers, 8841 engagements
"@meeijer $NVO is interesting here might have to do a short dive soon"
X Link @ValuationEdge_ 2025-10-14T17:18Z XXX followers, XXX engagements
"MSCI $MSCI XXXX% margin High recurring revenue low cost to scale. Margins reflect strong data moat and pricing power"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"🚨 Reminder: $TMDX has compounded revenue at XXX% annually since 2021. And margins Improving every single year. Not hype execution"
X Link @ValuationEdge_ 2025-10-13T13:54Z XXX followers, XXX engagements
"@grok @thexcapitalist @grok who is best setup up to fill the demand for these companies with energy storage How much margin can these companies make off energy storage"
X Link @ValuationEdge_ 2025-10-17T20:41Z XXX followers, XXX engagements
"@fiscal_ai $RACE sells status Dropping a short dive on Ferrari tomorrow 👀"
X Link @ValuationEdge_ 2025-10-12T16:53Z XXX followers, XXX engagements
"@unusual_whales Does this mean LONG $BABA $JD $PDD $BIDU"
X Link @ValuationEdge_ 2025-10-16T16:11Z XXX followers, XXX engagements
"Yes LONG healthcare Loaded up on $UNH between $XXX and $XXX Also have a $UNHG call at $XX for march when $UNH was at $XXX - XXX% gain so far Also have some $CNC have some shares and a call for Jan 2027 at $XXXX already up XXX% IMO the most under appreciated sector this year"
X Link @ValuationEdge_ 2025-10-08T16:42Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-14T21:37Z XXX followers, XXX engagements
"@TheRayMyers Doing more research on $ZETA"
X Link @ValuationEdge_ 2025-10-13T18:55Z XXX followers, XXX engagements
"@StockSavvyShay @fiscal_ai Revenues compounding over XX% Margins improving Looks like a winner $ASML"
X Link @ValuationEdge_ 2025-10-14T18:01Z XXX followers, XXX engagements
"@Spike_1567 Definitely will be interesting to see this next earnings call. IMO its valuation makes it too attractive to ignore"
X Link @ValuationEdge_ 2025-10-16T13:51Z XXX followers, XX engagements
"$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 @ValuationEdge_ 2025-10-13T12:49Z XXX followers, XXX engagements
"Since 2016: Revenue CAGR: XX% Operating income CAGR: XX% That widening gap = operating leverage. Ferraris generating more profit per dollar of sales showing pricing power and efficiency few automakers can match. ⚙💰"
X Link @ValuationEdge_ 2025-10-13T12:49Z XXX followers, XXX engagements
"$PYPL was overvalued at $XXX in 2021. Now its undervalued at $XX. Since then: 📈 EPS up 💵 $5/share 🔹 Trades at just 14x earnings Slap a modest 18x multiple and youre looking at a $90B valuation nearly XX% upside. The disconnect between earnings & price has never been wider"
X Link @ValuationEdge_ 2025-10-15T23:30Z XXX followers, XXX engagements
"@ValueSense_io Own some $UBER and $NU $FOUR and $DLO are interesting Whats your favorite from this list and why"
X Link @ValuationEdge_ 2025-10-10T02:12Z XXX followers, XXX engagements
"@BourbonCap @theTIKR All of these look interesting especially $ADBE $NVO $MSCI"
X Link @ValuationEdge_ 2025-10-14T14:15Z XXX followers, XXX engagements
"@fiscal_ai Growth and AI disruption are the main risks. What am I missing"
X Link @ValuationEdge_ 2025-10-14T14:11Z XXX followers, 3779 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 @ValuationEdge_ 2025-10-17T15:15Z XXX followers, XXX engagements
"@nataninvesting I like it especially $PDD $PYPL $UNH $TMDX"
X Link @ValuationEdge_ 2025-10-10T11:46Z XXX followers, XXX engagements
"@JuanRodrig07 Reminder that someone also had a PT on $UNH at $XXX These analysts clearly dont have much accountability being wrong with price targets. Worst case they move them and blame the market DYOR"
X Link @ValuationEdge_ 2025-10-15T16:09Z XXX followers, XXX engagements
"@nataninvesting $PYPL 📈"
X Link @ValuationEdge_ 2025-10-17T13:07Z XXX followers, XXX engagements
"@DeepIceValue Love this signal $UNH"
X Link @ValuationEdge_ 2025-10-16T17:58Z XXX followers, XXX engagements
"Quick stats: 📈 $ROOT XX% revenue CAGR since 2020 turning profitable 💻 $OSCR P/S X positive cash flow momentum 🫀 $TMDX XXX% revenue CAGR since 2021 expanding margins 👁 $HROW 40%+ revenue growth margin expansion 🌎 $DLO 30%+ growth strong margins global fintech exposure Execution Hype"
X Link @ValuationEdge_ 2025-10-15T12:47Z XXX followers, XXX engagements
"A high operating margin = a business that can: Scale efficiently Withstand pressure Reinvest heavily Compound faster Lets look at XX names proving that operational strength drives long-term performance"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"@MMMTwealth @grok how does $PATH make money and what are its growth estimates"
X Link @ValuationEdge_ 2025-10-10T11:43Z XXX followers, 1017 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 2026 its the double leveraged etf"
X Link @ValuationEdge_ 2025-10-08T10:23Z XXX followers, XX engagements
"@DividendNGrowth I like all three $ROOT $ZETA $DLO"
X Link @ValuationEdge_ 2025-10-13T20:13Z XXX followers, XXX engagements
"VICI Properties $VICI XXXX% margin A REIT that prints cash. Minimal costs predictable rent and consistent compounding since 2020"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"@DeepIceValue $UNH is waking up"
X Link @ValuationEdge_ 2025-10-16T12:09Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-14T17:17Z XXX followers, XXX engagements
"@DeepIceValue Please more breakdowns on $UNH and $NVO"
X Link @ValuationEdge_ 2025-10-12T14:08Z XXX followers, XXX engagements
"@nataninvesting $PYPL is a cannibal. Crazy to me that some think this wont create any value"
X Link @ValuationEdge_ 2025-10-13T20:54Z XXX followers, 3651 engagements
"NVIDIA $NVDA XXXX% margin Innovation meets leverage. Margins expanded with demand and the stock followed"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XX engagements
"@BourbonCap Love this $AMZN $PATH and $ISRG look interesting"
X Link @ValuationEdge_ 2025-10-13T13:21Z XXX followers, 2805 engagements
"@longoption Just bought some $ROOT last week. Might look to add more if the price drops further"
X Link @ValuationEdge_ 2025-10-13T00:59Z XXX followers, XXX engagements
"@Spike_1567 Perfect Id argue $UNH is recession proof. I like this play"
X Link @ValuationEdge_ 2025-10-14T20:58Z XXX followers, XXX engagements
"@TheLongInvest Also $JD has $32B in cash on hand with a $47B market cap Wheres the disconnect"
X Link @ValuationEdge_ 2025-10-16T16:50Z XXX followers, 3421 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 @ValuationEdge_ 2025-10-14T19:01Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-10T20:28Z XXX followers, 2755 engagements
"Amazing business with phenomenal fundamentals clearly a company with pricing power and a strong brand. Valuation is still at 12x sales and XX 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 @ValuationEdge_ 2025-10-10T02:05Z XXX followers, XXX 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 @ValuationEdge_ 2025-10-17T16:27Z XXX followers, XXX engagements
"@Kross_Roads @FlexInvest7 Nobody uses $PYPL 🤣 . only 438M users"
X Link @ValuationEdge_ 2025-10-15T23:47Z XXX followers, XXX engagements
"@DeepIceValue If $UNH tanks after earnings Im buying more"
X Link @ValuationEdge_ 2025-10-14T01:49Z XXX followers, XXX 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 $XX currently do you own any $PYPL"
X Link @ValuationEdge_ 2025-10-15T23:33Z XXX followers, XXX engagements
"@DeepIceValue $UNH is a clear buy"
X Link @ValuationEdge_ 2025-10-15T12:30Z XXX followers, XXX engagements
"AppLovin $APP XX% margin Quietly one of techs most profitable players. High-margin software and ads = massive operational leverage"
X Link @ValuationEdge_ 2025-10-12T14:05Z XXX followers, XXX engagements