Dark | Light
[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.]

# ![@acidinvestments Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1428366189755994121.png) @acidinvestments nr98

nr98 posts on X about $moh, $cnc, $grnd, $fwrd the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1428366189755994121/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1428366189755994121/c:line/m:interactions.svg)

- X Week XXXXXX +207%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +156%
- X Year XXXXXXX +268%

### Mentions: XX [#](/creator/twitter::1428366189755994121/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1428366189755994121/c:line/m:posts_active.svg)

- X Week XX +85%
- X Month XX +51%
- X Months XXX +143%
- X Year XXX +303%

### Followers: XXXXX [#](/creator/twitter::1428366189755994121/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1428366189755994121/c:line/m:followers.svg)

- X Week XXXXX +0.41%
- X Month XXXXX +1.20%
- X Months XXXXX +23%
- X Year XXXXX +68%

### CreatorRank: XXXXXXX [#](/creator/twitter::1428366189755994121/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1428366189755994121/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1428366189755994121/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$moh](/topic/$moh) #4, [$cnc](/topic/$cnc) #7, [$grnd](/topic/$grnd) #6, [$fwrd](/topic/$fwrd) #2, [$elv](/topic/$elv) #39, [patience](/topic/patience) 4.65%, [$intc](/topic/$intc) #139, [eps](/topic/eps) 2.33%, [shoutout](/topic/shoutout) 2.33%, [$atl](/topic/$atl) XXXX%

**Top accounts mentioned or mentioned by**
[@researchne89461](/creator/undefined) [@ridireresearch](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@finphysnerd](/creator/undefined) [@recoverytrade](/creator/undefined) [@abroninvestor](/creator/undefined) [@fabreres](/creator/undefined) [@knightmarket99](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@mrmojorisinx](/creator/undefined) [@arbtrader69](/creator/undefined) [@hkuppy](/creator/undefined) [@stoked_on_waves](/creator/undefined) [@spongebobross](/creator/undefined) [@time24trader](/creator/undefined) [@hiddenrockcap](/creator/undefined) [@a1b1c67eudhhd](/creator/undefined) [@milehighmonk](/creator/undefined) [@kashflowdad](/creator/undefined) [@chad_pumpiano](/creator/undefined)

**Top assets mentioned**
[Molina Healthcare, Inc. (MOH)](/topic/$moh) [Centene Corp (CNC)](/topic/$cnc) [SuperWalk (GRND)](/topic/$grnd) [Forward Air Corp (FWRD)](/topic/$fwrd) [Elevance Health Inc (ELV)](/topic/$elv) [Intel Corporation (INTC)](/topic/$intc) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Match Group Inc (MTCH)](/topic/$mtch) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Wownero (WOW)](/topic/$wow) [GlobalFoundries, Inc. (GFS)](/topic/$gfs)
### Top Social Posts [#](/creator/twitter::1428366189755994121/posts)
---
Top posts by engagements in the last XX hours

"Some $cnc handholding here. happy to be pointed out if wrong but half of EPS drawdown CNC had guided down explicity and massively to the tune of 2.4bn in Q2 on ACA morbidity which it said may be revised upwards in sept/december. Not the same for $MOH im guessing"  
[X Link](https://x.com/acidinvestments/status/1981384129565643224) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:36Z 3210 followers, 1250 engagements


"large put buying. I felt the overall call transcript was q bullish actually exc timeline issues but no patience i guess for these things to turn. Even $MOH looks tasty here tbh"  
[X Link](https://x.com/acidinvestments/status/1981384283739869237) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:36Z 3210 followers, 1156 engagements


"Giving a shoutout to a friend's pitch @knightmarket_99 on $AT.L. Check it out"  
[X Link](https://x.com/acidinvestments/status/1973644837300871594) [@acidinvestments](/creator/x/acidinvestments) 2025-10-02T07:02Z 3210 followers, XXX engagements


"Tasty indeed $MOH"  
[X Link](https://x.com/acidinvestments/status/1981756024978841817) [@acidinvestments](/creator/x/acidinvestments) 2025-10-24T16:13Z 3210 followers, XXX engagements


"Been vocal on $GRND. Process has been fast and founders offering XX prolly w alt source of funding Need to clear special comms and seems like jsut slap XX% premia atop initial bid which had to be XX perhaps due to the maint margin level"  
[X Link](https://x.com/acidinvestments/status/1981762624724611267) [@acidinvestments](/creator/x/acidinvestments) 2025-10-24T16:40Z 3210 followers, XXX engagements


"$ADYEN.AS lets go"  
[X Link](https://x.com/acidinvestments/status/1955999078128738581) [@acidinvestments](/creator/x/acidinvestments) 2025-08-14T14:24Z 3208 followers, XXX engagements


"Guess this outperforms in 2026 $CNQ"  
[X Link](https://x.com/acidinvestments/status/1969949467530211812) [@acidinvestments](/creator/x/acidinvestments) 2025-09-22T02:18Z 3208 followers, 1473 engagements


"Gumshoe and Irenic in $SSPG. likely a no-brainer take out. 3x EBITDA ex TFS. my gosh"  
[X Link](https://x.com/acidinvestments/status/1980226335428776360) [@acidinvestments](/creator/x/acidinvestments) 2025-10-20T10:55Z 3208 followers, 1040 engagements


"$ELV weak commentary erased all premkt gains ytd but not down much. and other healthsurance dumped at open were all bid up well into the close. Lets see how $MOH reports post mkt later. Its all just p low volume dribbling for the adjacent players"  
[X Link](https://x.com/acidinvestments/status/1980932568532066583) [@acidinvestments](/creator/x/acidinvestments) 2025-10-22T09:41Z 3210 followers, 1164 engagements


"Stock used to trade tight to WHSmith but has diverged lower post COVID. Even Avolta and the chinese peer trade at rich multiples. But that's not all SSP's TFS stake in India trades widely ahead of the parent co. Easily monetizable XX% of their stake in a few months time"  
[X Link](https://x.com/acidinvestments/status/1981387081780973699) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:47Z 3210 followers, XXX engagements


"@researchne89461 Minority squeezeouts for me only $GRND. Think happy to own on a break.dated a few girls who had gay besties and they just do things diff which not understood in hetero community. In itself feels wrongly comped against $MTCH and $BMBL. Time will tell. tho i prefer not"  
[X Link](https://x.com/acidinvestments/status/1981392341492781505) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T16:08Z 3210 followers, XXX engagements


"@finphysnerd @shravanrayhaan @RecoveryTrade @MrMojoRisinX @Arbtrader69 @hkuppy You find valuation still frothy here Currently at around 14x EBITDA. and potentially 10x on FY27 which doesnt seem to include the ad angle iirc"  
[X Link](https://x.com/acidinvestments/status/1981258998805643572) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T07:18Z 3210 followers, XXX engagements


"Travel spending is bankable. I would frequently be rushing to the train stations and just buy whatever i can from the stores nearby at p expensive pxes. quite inelastic cos hell no im not gna have an empty mouth/stomach on a 3-4h train ride"  
[X Link](https://x.com/acidinvestments/status/1981386732630397283) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:46Z 3210 followers, XXX engagements


"@researchne89461 I'm not in $YEXT. What's going on in $FONR"  
[X Link](https://x.com/acidinvestments/status/1981390756595339627) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T16:02Z 3210 followers, XXX engagements


"Getting entire co now at like 5.5x EBITDA and ex TFS smt like 3+x EBITDA. Easy 7x ish smt like Avolta gets us XX% above where we are trading now and exactly XX% upside as Irenic triangulated publicly"  
[X Link](https://x.com/acidinvestments/status/1981387754119581975) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:50Z 3210 followers, XXX engagements


"What happeened to $ELV"  
[X Link](https://x.com/acidinvestments/status/1980632532296298890) [@acidinvestments](/creator/x/acidinvestments) 2025-10-21T13:49Z 3210 followers, XXX engagements


"Think mkt shocked about the guidance revision down despite "no less". PR commentary bodes well for Medicaid biz actually (unlike $elv) - despite XX% MCR think mgmt sanguine about the trend of rate updates. Still ACA an issue but weird how $cnc sold off more than $OSCR"  
[X Link](https://x.com/acidinvestments/status/1981168865771212998) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T01:20Z 3210 followers, 1037 engagements


"bagholder at $FWRD. lucky to even that out a bit with $GRND so far (which I think has to/should be taken out in the current tape). But FWRD announced Q3 results date . note $WOW did that as well and got taken out right on the day of its Q2 earnings"  
[X Link](https://x.com/acidinvestments/status/1979182581301285310) [@acidinvestments](/creator/x/acidinvestments) 2025-10-17T13:47Z 3210 followers, 1916 engagements


"@researchne89461 Yeah worst part of $FWRD is really round tripping the entire bag. But for $GRND defo dodgy as hell if playing for the event not as attractive here as at XX. a few days ago"  
[X Link](https://x.com/acidinvestments/status/1979200519609700842) [@acidinvestments](/creator/x/acidinvestments) 2025-10-17T14:59Z 3210 followers, 1441 engagements


"Slept through the $FWRD article. Unsurprising Apollo and Clearlake left in the fray now reaching out to strats (may be to force PE to firm up on the table). I was reading Yellow BK docks ytd for fun. had the sense of how valuable these LTL assets were"  
[X Link](https://x.com/acidinvestments/status/1980445779354612101) [@acidinvestments](/creator/x/acidinvestments) 2025-10-21T01:27Z 3210 followers, 2333 engagements


"Oh no. $MOH. and $CNC sympathetic move down"  
[X Link](https://x.com/acidinvestments/status/1981166207467463014) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T01:10Z 3210 followers, 1864 engagements


"Mgmt alr ripped the bandaid off for $CNC - guiding to loss/b-e for ACA and guiding out to FY27 and acknowledging murky FY26. Another thing is while would love subsidy extension ACA could revert to pre21 levels and be extremely profitable. But mkt has no tolerance for any pain"  
[X Link](https://x.com/acidinvestments/status/1981170087634882872) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T01:25Z 3210 followers, XXX engagements


"Theres a voice i hear that tells me to do a lot of things like sell all $CNC and put into $MOH near $XXX cos you should. And I dont listen. But I also heard a voice that says sell all $INTC before earnings ytd at XX. And also sell all after market at $41"  
[X Link](https://x.com/acidinvestments/status/1981758132742402544) [@acidinvestments](/creator/x/acidinvestments) 2025-10-24T16:22Z 3210 followers, XXX engagements


"@ridireresearch Ill check it out. Thanks mate"  
[X Link](https://x.com/acidinvestments/status/1981761941715767775) [@acidinvestments](/creator/x/acidinvestments) 2025-10-24T16:37Z 3210 followers, XXX engagements


"@ridireresearch Doesnt seem bearish $INTC per se. Just that $GFS shd play catchup. But issue is Trump incentivised to pump the former though co has to actually deliver eventually as shown by todays post earnings rxn"  
[X Link](https://x.com/acidinvestments/status/1981764111659835607) [@acidinvestments](/creator/x/acidinvestments) 2025-10-24T16:45Z 3210 followers, XXX engagements


"@abroninvestor How do you think of valuation here on an EV basis. Ostensibly cheap but dispro % of profit is NCI despite tiny MI relative to equity"  
[X Link](https://x.com/acidinvestments/status/1982028452015575184) [@acidinvestments](/creator/x/acidinvestments) 2025-10-25T10:16Z 3210 followers, XX 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.]

@acidinvestments Avatar @acidinvestments nr98

nr98 posts on X about $moh, $cnc, $grnd, $fwrd the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +207%
  • X Month XXXXXX -XXXX%
  • X Months XXXXXXX +156%
  • X Year XXXXXXX +268%

Mentions: XX #

Mentions Line Chart

  • X Week XX +85%
  • X Month XX +51%
  • X Months XXX +143%
  • X Year XXX +303%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.41%
  • X Month XXXXX +1.20%
  • X Months XXXXX +23%
  • X Year XXXXX +68%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX%

Social topic influence $moh #4, $cnc #7, $grnd #6, $fwrd #2, $elv #39, patience 4.65%, $intc #139, eps 2.33%, shoutout 2.33%, $atl XXXX%

Top accounts mentioned or mentioned by @researchne89461 @ridireresearch @joinyellowbrick @finphysnerd @recoverytrade @abroninvestor @fabreres @knightmarket99 @shravanrayhaan @mrmojorisinx @arbtrader69 @hkuppy @stoked_on_waves @spongebobross @time24trader @hiddenrockcap @a1b1c67eudhhd @milehighmonk @kashflowdad @chad_pumpiano

Top assets mentioned Molina Healthcare, Inc. (MOH) Centene Corp (CNC) SuperWalk (GRND) Forward Air Corp (FWRD) Elevance Health Inc (ELV) Intel Corporation (INTC) Canadian Natural Resources Limited (CNQ) Match Group Inc (MTCH) Oscar Health, Inc. (OSCR) Wownero (WOW) GlobalFoundries, Inc. (GFS)

Top Social Posts #


Top posts by engagements in the last XX hours

"Some $cnc handholding here. happy to be pointed out if wrong but half of EPS drawdown CNC had guided down explicity and massively to the tune of 2.4bn in Q2 on ACA morbidity which it said may be revised upwards in sept/december. Not the same for $MOH im guessing"
X Link @acidinvestments 2025-10-23T15:36Z 3210 followers, 1250 engagements

"large put buying. I felt the overall call transcript was q bullish actually exc timeline issues but no patience i guess for these things to turn. Even $MOH looks tasty here tbh"
X Link @acidinvestments 2025-10-23T15:36Z 3210 followers, 1156 engagements

"Giving a shoutout to a friend's pitch @knightmarket_99 on $AT.L. Check it out"
X Link @acidinvestments 2025-10-02T07:02Z 3210 followers, XXX engagements

"Tasty indeed $MOH"
X Link @acidinvestments 2025-10-24T16:13Z 3210 followers, XXX engagements

"Been vocal on $GRND. Process has been fast and founders offering XX prolly w alt source of funding Need to clear special comms and seems like jsut slap XX% premia atop initial bid which had to be XX perhaps due to the maint margin level"
X Link @acidinvestments 2025-10-24T16:40Z 3210 followers, XXX engagements

"$ADYEN.AS lets go"
X Link @acidinvestments 2025-08-14T14:24Z 3208 followers, XXX engagements

"Guess this outperforms in 2026 $CNQ"
X Link @acidinvestments 2025-09-22T02:18Z 3208 followers, 1473 engagements

"Gumshoe and Irenic in $SSPG. likely a no-brainer take out. 3x EBITDA ex TFS. my gosh"
X Link @acidinvestments 2025-10-20T10:55Z 3208 followers, 1040 engagements

"$ELV weak commentary erased all premkt gains ytd but not down much. and other healthsurance dumped at open were all bid up well into the close. Lets see how $MOH reports post mkt later. Its all just p low volume dribbling for the adjacent players"
X Link @acidinvestments 2025-10-22T09:41Z 3210 followers, 1164 engagements

"Stock used to trade tight to WHSmith but has diverged lower post COVID. Even Avolta and the chinese peer trade at rich multiples. But that's not all SSP's TFS stake in India trades widely ahead of the parent co. Easily monetizable XX% of their stake in a few months time"
X Link @acidinvestments 2025-10-23T15:47Z 3210 followers, XXX engagements

"@researchne89461 Minority squeezeouts for me only $GRND. Think happy to own on a break.dated a few girls who had gay besties and they just do things diff which not understood in hetero community. In itself feels wrongly comped against $MTCH and $BMBL. Time will tell. tho i prefer not"
X Link @acidinvestments 2025-10-23T16:08Z 3210 followers, XXX engagements

"@finphysnerd @shravanrayhaan @RecoveryTrade @MrMojoRisinX @Arbtrader69 @hkuppy You find valuation still frothy here Currently at around 14x EBITDA. and potentially 10x on FY27 which doesnt seem to include the ad angle iirc"
X Link @acidinvestments 2025-10-23T07:18Z 3210 followers, XXX engagements

"Travel spending is bankable. I would frequently be rushing to the train stations and just buy whatever i can from the stores nearby at p expensive pxes. quite inelastic cos hell no im not gna have an empty mouth/stomach on a 3-4h train ride"
X Link @acidinvestments 2025-10-23T15:46Z 3210 followers, XXX engagements

"@researchne89461 I'm not in $YEXT. What's going on in $FONR"
X Link @acidinvestments 2025-10-23T16:02Z 3210 followers, XXX engagements

"Getting entire co now at like 5.5x EBITDA and ex TFS smt like 3+x EBITDA. Easy 7x ish smt like Avolta gets us XX% above where we are trading now and exactly XX% upside as Irenic triangulated publicly"
X Link @acidinvestments 2025-10-23T15:50Z 3210 followers, XXX engagements

"What happeened to $ELV"
X Link @acidinvestments 2025-10-21T13:49Z 3210 followers, XXX engagements

"Think mkt shocked about the guidance revision down despite "no less". PR commentary bodes well for Medicaid biz actually (unlike $elv) - despite XX% MCR think mgmt sanguine about the trend of rate updates. Still ACA an issue but weird how $cnc sold off more than $OSCR"
X Link @acidinvestments 2025-10-23T01:20Z 3210 followers, 1037 engagements

"bagholder at $FWRD. lucky to even that out a bit with $GRND so far (which I think has to/should be taken out in the current tape). But FWRD announced Q3 results date . note $WOW did that as well and got taken out right on the day of its Q2 earnings"
X Link @acidinvestments 2025-10-17T13:47Z 3210 followers, 1916 engagements

"@researchne89461 Yeah worst part of $FWRD is really round tripping the entire bag. But for $GRND defo dodgy as hell if playing for the event not as attractive here as at XX. a few days ago"
X Link @acidinvestments 2025-10-17T14:59Z 3210 followers, 1441 engagements

"Slept through the $FWRD article. Unsurprising Apollo and Clearlake left in the fray now reaching out to strats (may be to force PE to firm up on the table). I was reading Yellow BK docks ytd for fun. had the sense of how valuable these LTL assets were"
X Link @acidinvestments 2025-10-21T01:27Z 3210 followers, 2333 engagements

"Oh no. $MOH. and $CNC sympathetic move down"
X Link @acidinvestments 2025-10-23T01:10Z 3210 followers, 1864 engagements

"Mgmt alr ripped the bandaid off for $CNC - guiding to loss/b-e for ACA and guiding out to FY27 and acknowledging murky FY26. Another thing is while would love subsidy extension ACA could revert to pre21 levels and be extremely profitable. But mkt has no tolerance for any pain"
X Link @acidinvestments 2025-10-23T01:25Z 3210 followers, XXX engagements

"Theres a voice i hear that tells me to do a lot of things like sell all $CNC and put into $MOH near $XXX cos you should. And I dont listen. But I also heard a voice that says sell all $INTC before earnings ytd at XX. And also sell all after market at $41"
X Link @acidinvestments 2025-10-24T16:22Z 3210 followers, XXX engagements

"@ridireresearch Ill check it out. Thanks mate"
X Link @acidinvestments 2025-10-24T16:37Z 3210 followers, XXX engagements

"@ridireresearch Doesnt seem bearish $INTC per se. Just that $GFS shd play catchup. But issue is Trump incentivised to pump the former though co has to actually deliver eventually as shown by todays post earnings rxn"
X Link @acidinvestments 2025-10-24T16:45Z 3210 followers, XXX engagements

"@abroninvestor How do you think of valuation here on an EV basis. Ostensibly cheap but dispro % of profit is NCI despite tiny MI relative to equity"
X Link @acidinvestments 2025-10-25T10:16Z 3210 followers, XX engagements

@acidinvestments
/creator/twitter::acidinvestments