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# ![@_wisdomowl Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1967858315616194594.png) @_wisdomowl Wisdom Owl

Wisdom Owl posts on X about investment, losses, $deck, $fslrs the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1967858315616194594/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967858315616194594/c:line/m:interactions.svg)

- X Week XXXXX +22%

### Mentions: XX [#](/creator/twitter::1967858315616194594/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967858315616194594/c:line/m:posts_active.svg)

- X Week XX +55%

### Followers: XX [#](/creator/twitter::1967858315616194594/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967858315616194594/c:line/m:followers.svg)

- X Week XX +43%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1967858315616194594/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967858315616194594/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1967858315616194594/influence)
---

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

**Social topic influence**
[investment](/topic/investment) 17.74%, [losses](/topic/losses) #432, [$deck](/topic/$deck) 4.84%, [$fslrs](/topic/$fslrs) #1, [has been](/topic/has-been) 4.84%, [$fi](/topic/$fi) #75, [albemarle corp](/topic/albemarle-corp) #16, [$alb](/topic/$alb) #16, [chile](/topic/chile) #820, [australia](/topic/australia) XXXX%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@fiscalai](/creator/undefined) [@qualityinvest5](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@meetblossomapp](/creator/undefined) [@wearycenturion](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@krossroads](/creator/undefined) [@solutionorganic](/creator/undefined)

**Top assets mentioned**
[Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Fiserv, Inc. (FI)](/topic/$fi) [Albemarle Corporation (ALB)](/topic/albemarle-corp) [Alien Base (ALB)](/topic/$alb) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [First Solar, Inc. (FSLR)](/topic/$fslr) [Okta Inc (OKTA)](/topic/okta-inc) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [69Coin (69)](/topic/$69) [Airbnb Inc (ABNB)](/topic/$abnb) [Corning Incorporated (GLW)](/topic/$glw) [On Holding AG (ONON)](/topic/$onon) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [NRG Energy Inc (NRG)](/topic/$nrg) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Equinix Inc (EQIX)](/topic/$eqix) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr)
### Top Social Posts [#](/creator/twitter::1967858315616194594/posts)
---
Top posts by engagements in the last XX hours

"Day 17: Okta Inc. $OKTA Okta authenticates enterprise logins. When you access work apps Okta likely verified you. It burned cash for years chasing growth. Not anymore. FCF jumped from $XXXX to $XXXX per share while turning profitable. Here's why $OKTA is undervalued: Business in Brief Okta holds the high ground in enterprise identity management protecting logins and access for thousands of companies worldwide. Now it's expanding into AI agent authentication a category that barely existed XX months ago. Valuation Current Price: $XX Fair Value (12% revenue CAGR): $XXX Price/Sales Ratio: XXXX :"  
[X Link](https://x.com/_wisdomowl/status/1979238307738370473) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-17T17:29Z XX followers, XXX engagements


"100 Investment Ideas in XXX Days Day 12: Deckers Outdoor $DECK YTD stock is down XX% but they reported record profitability. Someone's wrong here. Business Overview Premium footwear powerhouse with dual-engine growth: HOKA (performance) up XX% and UGG (lifestyle) up XX% in Q1 2026. Asset-light brand portfolio with XX% gross margins. Valuation Current: $XX Fair value: $XXX P/S: 3.0x and P/E: 16x (at 5-year avg) Key Positives ROIC accelerating from XX% XX% Revenue/share doubled in X years ($15 $34) Net margins at XX% vs industry avg X% Near-zero debt (0.13 D/E ratio) FCF machine: $5.90/share"  
[X Link](https://x.com/_wisdomowl/status/1977544968593080776) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-13T01:20Z XX followers, XXX engagements


"@fiscal_ai Agreed Our analysis shows it's trading XX% below it's fair value (303$). If they can grow their revenue at XX% growth rate from here it's very undervalued. We at wisdomowl have done a detailed analysis on $MNDY. Please check out link in our bio"  
[X Link](https://x.com/_wisdomowl/status/1976145133465895093) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-09T04:38Z XX followers, XXX engagements


"@QualityInvest5 The problem isn't their past growth trajectory but rather their future growth projection amidst intense competition. It's difficult to maintain their moat. Only time will tell if Adobe maintains its growth trajectory"  
[X Link](https://x.com/_wisdomowl/status/1978572814866137311) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T21:24Z XX followers, XXX engagements


"Citi raised $FSLR's price target to $XXX from $XXX maintaining a Buy rating. The upgrade reflects potential catalysts like US capacity expansion and strong bookings. I shared my investment thesis here 👇"  
[X Link](https://x.com/_wisdomowl/status/1978565312598458676) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T20:55Z XX followers, XXX engagements


"Day 4: Fiserv $FI"  
[X Link](https://x.com/_wisdomowl/status/1976212328438956518) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-09T09:05Z XX followers, XXX engagements


"During the 1849 Gold Rush most prospectors went broke. Meanwhile Levi Strauss and Wells Fargo built empires with jeans and transport networks. AI is the same pattern at a global scale. The model builders get the spotlight. But the enablers are busy building moats that last"  
[X Link](https://x.com/_wisdomowl/status/1978795949502914603) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"A new class of AI-native cloud providers is also rising built for GPU-heavy workloads: Nebius $NBIS CoreWeave Lambda Labs and Crusoe (all private players). Some operate their own/colocated data-centers others lease capacity from the big players they're trying to outgrow"  
[X Link](https://x.com/_wisdomowl/status/1978795939218456887) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"Day 13: Albemarle Corporation $ALB"  
[X Link](https://x.com/_wisdomowl/status/1978360316728689041) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:20Z XX followers, XXX engagements


"@FundasyInvestor Bit of a contrary opinion: I think $FI is heavily undervalued. ROIC and free cash flow have been growing consistently profits are strong the market overreacted to the Q2 earnings call"  
[X Link](https://x.com/_wisdomowl/status/1978368639054066111) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:53Z XX followers, 1077 engagements


"$ALB is one of the "safest" lithium investments amid sector volatility"  
[X Link](https://x.com/_wisdomowl/status/1978568241799635168) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T21:06Z XX followers, XXX engagements


"Day 10: Paypal $PYPL"  
[X Link](https://x.com/_wisdomowl/status/1978359742755209509) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:18Z XX followers, XXX engagements


"100 Investment Ideas in XXX Days Day 13: Albemarle Corporation $ALB Albemarle is the world's largest lithium producer. It mines brine in Chile and hard rock in Australia processing it into battery-grade lithium for electric vehicles. For years that made billions. Then lithium prices collapsed XX% from 2022 peaks. Margins evaporated and the company bled cash. But the bottom just arrived and most investors are still running scared. Albemarle trades at $XX a share just 2.3x sales while trading XX% above its cyclical low. Here's why this is Albemarle's moment in the sun: Business in Brief"  
[X Link](https://x.com/_wisdomowl/status/1977809066950021363) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-13T18:50Z XX followers, 1237 engagements


"Day 11: Airbnb #ABNB"  
[X Link](https://x.com/_wisdomowl/status/1978359881104056534) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:18Z XX followers, XX engagements


"Let's start with the basics. AI eats data but it runs on power. Loads of power. Every GPT query image prompt or video simulation consumes megawatts. Demand is exploding. By 2030 datacenter power usage could more than double rivaling the consumption of entire countries"  
[X Link](https://x.com/_wisdomowl/status/1978795915080310930) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"$DECK vs S&P500 Median This shows how $DECK Deckers Outdoors has become a Value Play. Read my thesis below 👇"  
[X Link](https://x.com/_wisdomowl/status/1978575798614298828) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T21:36Z XX followers, XXX engagements


"Finally the cloud the real estate of the AI boom. Most models train and run on the big X. These hyperscalers are both competitors and enablers to the big AI startups. Anthropic runs on AWS OpenAI on Azure Mistral on GCP. So every token pays rent to X of X landlords"  
[X Link](https://x.com/_wisdomowl/status/1978795935854670143) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"Merck $MRK is trading at the same level as X year ago. The S&P XXX is up XX% since then. Read our thesis on why $MRK is undervalued. 👇"  
[X Link](https://x.com/_wisdomowl/status/1978627289760833958) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T01:01Z XX followers, XXX engagements


"The final constraint is data transfer and storage. Fiber-optic cable makers (e.g Corning $GLW) and DRAM suppliers (e.g Micron $MU Samsung $SSNLF) are critical to scaling AI inference. When compute saturates memory bandwidth and network throughput will be the next frontier"  
[X Link](https://x.com/_wisdomowl/status/1978795947040833762) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"100 Investment Ideas in XXX days Day 16: On Holding $ONON On is the Swiss upstart challenging Nike and Adidas with premium running shoes. For years it was a hyped growth story losing money. Then the inflection hit: pandemic losses turned to profits revenue tripled and gross margins expanded to 61%. Here's why $ONON's an opportunity: Business in Brief Premium athletic footwear brand built on CloudTec cushioning technology capturing share from legacy players with cult-like customer loyalty. Valuation Current Price: $XX Fair Value (at XX% Revenue CAGR): $XX Positives In last X years: Revenue per"  
[X Link](https://x.com/_wisdomowl/status/1978957189550346342) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T22:52Z XX followers, XXX engagements


"Yes they have debt but it's good debt which they can easily pay off. How is it good debt In 2025 $FI acquired four companies (Payfare CCV Group Pinch Payments and increased ownership in AIB Merchant Services) that expand their payment technology services. How can they pay off $FI generated $XXXX billion in cash from operations in just the first six months of 2025 which can cover about XX% of their total $XXXXX billion debt annually"  
[X Link](https://x.com/_wisdomowl/status/1978559368091103739) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T20:31Z XX followers, XXX engagements


"Who benefits till then Gas and hybrid utilities like Vistra $VST Constellation Energy $CEG and NRG Energy $NRG that can spin up capacity now. Renewables will catch up. Investors want efficient and clean AI. But physics favors those who can deliver a stable supply today"  
[X Link](https://x.com/_wisdomowl/status/1978795922097356883) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"Next come the arms dealers The semiconductors. Nvidia is the poster child of the AI boom and $AMD is a close competitor but they're not the whole story. $NVDA is fabless. Every GPU has to be manufactured by TSMC $TSM and they use lithography machines built by $ASML"  
[X Link](https://x.com/_wisdomowl/status/1978795926698537111) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"Below them are the power-grid suppliers like Schneider Electric $SBGSY and cooling-system firms like Johnson Controls $JCI. This boom is giving data-center REITs pricing power again but they're also CapEx intensive. It's a land grab measured in megawatts rather than acres"  
[X Link](https://x.com/_wisdomowl/status/1978795944381718680) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"Day 14: First Solar $FSLR"  
[X Link](https://x.com/_wisdomowl/status/1978360541471965270) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:21Z XX followers, XX engagements


"Now behind every LLM is a warehouse humming with servers and cables. That's where Equinix $EQIX and Digital Realty $DLR come in they own the physical layer of the AI boom"  
[X Link](https://x.com/_wisdomowl/status/1978795941793775985) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"Day 15: Merck & Co. $MRK Merck is Big Pharma royalty. It mints cash pays dividends and compounds quietly. 2023 one-time charges tanked earnings to zero. The stock sold off. But operations recovered fully: ROIC bounced to XXXX% margins to 25.8%. Here's the opportunity: Business in Brief Merck develops prescription drugs vaccines and biologics. It holds 30%+ market share in oncology and immunology reinvesting XXXX% of revenue into R&D. Valuation Current Price: $XXXXX Fair Value (6% EPS growth): $XXXXX Positives Strong recovery from 2023 anomaly. Over the last year: ROIC: XXX% XXXX% Net margin:"  
[X Link](https://x.com/_wisdomowl/status/1978536115939184726) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T18:59Z XX followers, XXX engagements


"@weary_centurion Paypal is a real bargain at these levels love the stock. But I think it's more of a steady compounder than a "go all-in" type of bet. It's got great discipline but the competition from Stripe and others is heating up while $PYPL is already settling into steady state"  
[X Link](https://x.com/_wisdomowl/status/1978362710879359222) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:30Z XX followers, XXX engagements


"First Solar makes thin-film solar panels for utility-scale projects. It has been a cyclical business: losses in 2022 now XX% margins. The twist AI data centers are creating power demand that could dwarf normal solar cycles. Here's why this is $FSLR's moment in the sun: Business in Brief First Solar specializes in thin film solar panels using proprietary cadmium telluride technology. Unlike competitors they focus on utility-scale projects not residential installations. Valuation Current Price: $XXX Fair Value (12% EPS CAGR): $XXX Price/Earnings: 19.6x (reasonable for normalized cyclical"  
[X Link](https://x.com/_wisdomowl/status/1978205067703709703) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-14T21:03Z XX followers, XXX engagements


"Plot Twist: $NVDA has the LOWEST YTD return among major semiconductor stocks in 2025. $10K invested returns: $MU: $23191 (+132%) $AMD: $19445 (+94%) $AVGO: $15266 (+53%) $ASML: $14557 (+46%) $AMAT: $13896 (+39%) $NVDA: $13145 (+31%)"  
[X Link](https://x.com/_wisdomowl/status/1978983143211147562) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-17T00:35Z XX followers, XXX engagements


"Day 3: Hubspot $HUBS"  
[X Link](https://x.com/_wisdomowl/status/1976212325867880722) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-09T09:05Z XX followers, XXX engagements


"@stocktalkweekly $TSM is becoming the linchpin in the most critical part of the AI/Chip chain. They already hold XX% of the share in the foundry market I don't see how anybody else could outmatch them at this pace"  
[X Link](https://x.com/_wisdomowl/status/1978799295630557488) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:24Z XX followers, XXX engagements


"Everyone says "AI will change the world." But it can't unless we build the grid that powers it. Nuclear startups like $OKLO and $SMR are being rerated on the idea that electricity will be the bottleneck. But nuclear could take a decade to pass regulation and construction"  
[X Link](https://x.com/_wisdomowl/status/1978795918225977391) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"@grok what do you think of the analysis"  
[X Link](https://x.com/_wisdomowl/status/1977551176066548016) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-13T01:45Z XX followers, XX engagements


"@grok what do you think"  
[X Link](https://x.com/_wisdomowl/status/1973188564860162215) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-01T00:49Z XX followers, XX engagements


"Day 12: Deckers Outdoor $DECK"  
[X Link](https://x.com/_wisdomowl/status/1978360021684506691) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:19Z XX followers, XXX engagements


"@Kross_Roads It's good that they're leaning into integrating their ecosystem. $PYPL's brand and customer base is its strongest bet to beat competitors. I think their stock is trading much below fair value"  
[X Link](https://x.com/_wisdomowl/status/1978363649153483259) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:33Z XX followers, XXX engagements


"@grok what are your thoughts on my $FSLR analysis"  
[X Link](https://x.com/_wisdomowl/status/1978287351802499288) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T02:30Z XX followers, XX engagements