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# ![@investingbyGenZ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1820422188362588160.png) @investingbyGenZ GenZ Investor

GenZ Investor posts on X about $pypl, $odd, $nvo, pypl the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1820422188362588160/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1820422188362588160/c:line/m:interactions.svg)

- X Week XXXXXX +169%
- X Month XXXXXXX +100%
- X Months XXXXXXX +1,138%

### Mentions: XX [#](/creator/twitter::1820422188362588160/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1820422188362588160/c:line/m:posts_active.svg)

- X Week XX +46%
- X Month XXX -XXXX%
- X Months XXX +991%

### Followers: XXX [#](/creator/twitter::1820422188362588160/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1820422188362588160/c:line/m:followers.svg)

- X Week XXX +6.50%
- X Month XXX +29%
- X Months XXX +1,251%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1820422188362588160/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1820422188362588160/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1820422188362588160/influence)
---

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

**Social topic influence**
[$pypl](/topic/$pypl) #870, [$odd](/topic/$odd) #2, [$nvo](/topic/$nvo) #119, [pypl](/topic/pypl) #25, [has been](/topic/has-been) 3.61%, [$adbe](/topic/$adbe) #99, [stocks](/topic/stocks) 3.61%, [$meli](/topic/$meli) #73, [$jpm](/topic/$jpm) 2.41%, [$bn](/topic/$bn) #24

**Top accounts mentioned or mentioned by**
[@dividenddynasty](/creator/undefined) [@hatedmoats](/creator/undefined) [@davyinvests](/creator/undefined) [@ekolodis](/creator/undefined) [@acce](/creator/undefined) [@patientinvestt](/creator/undefined) [@chocolatechil20](/creator/undefined) [@dutchinvestors](/creator/undefined) [@stonkzguy](/creator/undefined) [@perceptroncodex](/creator/undefined) [@mmatters22596](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@creativecap89](/creator/undefined) [@stockinf0](/creator/undefined) [@krossroads](/creator/undefined) [@paypal](/creator/undefined) [@pronkdaniel](/creator/undefined) [@daveyjuice](/creator/undefined) [@mrmikeinvesting](/creator/undefined) [@buffersandbeta](/creator/undefined)

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Novo-Nordisk (NVO)](/topic/$nvo) [Adobe, Inc. (ADBE)](/topic/$adbe) [MercadoLibre Inc (MELI)](/topic/$meli) [JPMorgan Chase (JPM)](/topic/$jpm) [Brookfield Corporation (BN)](/topic/$bn) [Cream (CRM)](/topic/$crm) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Block, Inc. (XYZ)](/topic/$xyz) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Goldman Sachs (GS)](/topic/goldman-sachs) [IREN Limited (IREN)](/topic/$iren) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [S&P Global Inc (SPGI)](/topic/$spgi) [Bitcoin (BTC)](/topic/$btc) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [aelf (ELF)](/topic/$elf) [Elcoin (EL)](/topic/$el) [ZetaChain (ZETA)](/topic/$zeta)
### Top Social Posts [#](/creator/twitter::1820422188362588160/posts)
---
Top posts by engagements in the last XX hours

"I think the market is pricing in a very conservative scenario for $NVO and the risk/reward with it is great. I haven't bought myself since the price was trading at XXX DKK but I'm very close to increasing my allocation at this price"  
[X Link](https://x.com/investingbyGenZ/status/1980963142684569780) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T11:43Z XXX followers, 2993 engagements


"@MMatters22596 Valuation matters $XYZ has historically traded for very high valuations which is why the chart now looks like this"  
[X Link](https://x.com/investingbyGenZ/status/1981308751568347176) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T10:36Z XXX followers, XXX engagements


"@WheelieInvestor Neither the market is too hot right now. I don't think the valuations or future growth is sustainable. I think a safer bet is to go with someone like $BN who invests responsibly in future growth trends"  
[X Link](https://x.com/investingbyGenZ/status/1980936740404940975) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T09:58Z XXX followers, 1376 engagements


"$PYPL Wells Fargo stays cautious Wells Fargo is at Equal Weight on PayPal with a $XX PT pointing to: Branded checkout still only mid-single-digit growth limited near-term catalyst. Mix shift to Braintree / debit / Venmo keeps transaction take rate under pressure vs. Street hopes. 2026 setup: risk that transaction margin growth trails consensus as float income normalizes and credit-related revenue stays lighter My take: This is consistent with the show-me stance weve heard from other desks. I still think the risk/reward skews favorable: Alex Chriss has stabilized TPV and take rate pushed"  
[X Link](https://x.com/investingbyGenZ/status/1981011636736463065) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T14:55Z XXX followers, XXX engagements


"@DividendDynasty I don't do monthly purchases currently. I'm very very very close to pulling the trigger on $ODD"  
[X Link](https://x.com/investingbyGenZ/status/1981663467397587250) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-24T10:06Z XXX followers, XXX engagements


"$PYPL is back above $XX as it should heading into earnings next week This time around I dont think expectations are particularly high. The stock has stayed muted and reactive to negative headlines unlike the pre-Q2 run-up that ended with a post-earnings selloff. That kind of setup in my view creates a better risk/reward going into Q3. If $PYPL continues to execute operationally and shows progress on accelerating revenue growth we could finally see a positive reaction on earnings"  
[X Link](https://x.com/investingbyGenZ/status/1981719289984929863) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-24T13:47Z XXX followers, 1274 engagements


"1 What is Oddity Tech and who runs it Oddity isnt your traditional beauty company. Its a consumer-tech platform that builds brands by fusing: AI + data science (predicting customer needs at scale) Computer vision (skin tone/hair analysis product matching) Molecular discovery (developing new ingredients not just repackaging old ones) Think of it as a tech company that happens to sell beauty products - not the other way around. 💡 And the founders built it this way on purpose. Oran Holtzman (CEO) Serial entrepreneur previously built Ad4ever (digital advertising) acquired by Hewlett-Packard."  
[X Link](https://x.com/investingbyGenZ/status/1961400768050651153) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-08-29T12:09Z XXX followers, XXX engagements


"2 Brand and acquisitions Oddity runs two core brands today both built as digital-first disruptors: 🔹 Il Makiage Makeup - Famous for its PowerMatch foundation with 1M+ reviews online widely considered one of the best-in-class foundations in the market. - Uses AI-driven quizzes + computer vision to match skin tones reducing friction in online cosmetics shopping. - A true proof point that tech + beauty can scale: people trust the algorithm enough to buy foundation online without trying it in store. 🔹 SpoiledChild Skincare & Haircare - Subscription-based personalized formulations. - Uses data"  
[X Link](https://x.com/investingbyGenZ/status/1961400770286260386) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-08-29T12:09Z XXX followers, XXX engagements


"@CreativeCap89 Exactly the contribution even from brand X will take time and for this valuation I would need to be convinced that they can diversify beyond Il Makiage"  
[X Link](https://x.com/investingbyGenZ/status/1961419072849031492) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-08-29T13:22Z XXX followers, XX engagements


"@ekolodis Some here building a larger cash position. I haven't looked at $DEVO.L or $HFG.DE but $PYPL I've bought. Nice to hear on $GR.L I decided not to buy it yet"  
[X Link](https://x.com/investingbyGenZ/status/1969690491479265666) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-09-21T09:09Z XXX followers, XXX engagements


"$ODD dropped over X% yesterday despite Jefferies initiating coverage with a Buy and a $XX PT XX% upside from the close. Jefferies expects $ODD to sustain XX% annual growth supported by the launch of Brand X in Q4 and highlighted managements strong track record of scaling new brands and consistently beating guidance. Personally I welcome this setup: positive analyst conviction + a cheaper entry point. Still waiting for the right price to start a position"  
[X Link](https://x.com/investingbyGenZ/status/1971190451265769970) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-09-25T12:30Z XXX followers, XXX engagements


"Internal emails from Novo Nordisk ($NVO) reveal that the company has admitted losing its leading position to rival Eli Lilly ($LLY) according to Danish newspaper Berlingske. A senior executive reportedly wrote that the company will work together to once again stay ahead of our competitors. Analysts at ABG Sundal Collier call the leaked emails neutral for the share while DNB Carnegie expects Q3 results (due November 5) to show sales of Wegovy and Ozempic slightly above market expectations though the companys operating profit guidance (410%) will likely remain unchanged. This could mark the"  
[X Link](https://x.com/investingbyGenZ/status/1978032547650007479) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-14T09:38Z XXX followers, XXX engagements


"$PYPL has been downgraded to Sell by Goldman Sachs with analyst Will Nance setting a $XX price target (Barrons Oct 13) Goldman cites tougher year-over-year comps sticky inflation and a weakening job market as reasons for concern especially among less affluent consumers who make up a significant part of PayPals user base. Even after falling nearly XX% YTD Nance argues that $PYPLs valuation (12x 2026E earnings) may not mark a floor yet saying shares could continue to de-rate as investors question the longer-term competitive moat around the business. The analyst also flagged margin pressure from"  
[X Link](https://x.com/investingbyGenZ/status/1978033626353680583) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-14T09:42Z XXX followers, 1586 engagements


"$ODD 's third brand Methodiq is now live in beta The new brand Methodiq is a fascinating step for Oddity as it blends dermatology skincare and beauty into one intelligent science-driven platform. From the website its clear this is not just another skincare line its built around personalized dermatologist-developed treatments targeting acne redness and hyperpigmentation. But interestingly Methodiq also offers medical grade makeup products formulated to be better for your skin merging clinical precision with cosmetic beauty. Why this matters The market opportunity here is massive consumers are"  
[X Link](https://x.com/investingbyGenZ/status/1979083223045951924) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-17T07:13Z XXX followers, 1314 engagements


"@HatedMoats Dont really have one currently Im looking to by $ODD"  
[X Link](https://x.com/investingbyGenZ/status/1980650444398666146) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-21T15:00Z XXX followers, XXX engagements


"$JPM came out with a very positive view on $ODD following the beta launch of its third brand MethodIQ reiterating a Buy rating with a price target of $XX by December 2026. They see MethodIQ as having strong potential to become another success story alongside Il Makiage and SpoiledChild further strengthening Odditys growing portfolio. JPM also noted that $ODD could positively surprise the Street in upcoming quarters highlighting it as one of their top picks for the year to go"  
[X Link](https://x.com/investingbyGenZ/status/1980685003928531141) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-21T17:17Z XXX followers, 1019 engagements


"LOral ( $OR.PA ) tumbles nearly X% on the Paris Stock Exchange after reporting weaker-than-expected U.S. sales in Q3. The beauty and fragrance giant home to brands like Yves Saint Laurent and Lancme grew comparable sales by XXX% slightly below expectations of XXX% according to Bloomberg. The key weakness came from North America where sales rose only XXX% vs. XXX% expected. LOral also recently confirmed the X billion acquisition of Kering Beaut including the luxury fragrance brand Creed and long-term licenses for Bottega Veneta Balenciaga and Gucci beauty lines. Itll be interesting to see if"  
[X Link](https://x.com/investingbyGenZ/status/1980911002859282545) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T08:16Z XXX followers, XXX engagements


"@Chocolatechil20 I don't focus that much on shorts. I've done the valuation read the research and believe that $NVO is undervalued"  
[X Link](https://x.com/investingbyGenZ/status/1980932186934325339) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T09:40Z XXX followers, XXX engagements


"@DeepIceValue $NVO"  
[X Link](https://x.com/investingbyGenZ/status/1980963194425487418) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T11:43Z XXX followers, 1034 engagements


"@nataninvesting $ODD is becoming very interesting"  
[X Link](https://x.com/investingbyGenZ/status/1981056615991431678) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T17:54Z XXX followers, XXX engagements


"@SixSigmaCapital I think that there are better opportunities out there but at the same time I haven't done in-depth analysis on $IREN"  
[X Link](https://x.com/investingbyGenZ/status/1981060972291690522) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T18:11Z XXX followers, XXX engagements


"$KER.PA (Kering) beats expectations in Q3 but still far from out of the woods. Group revenue came in at 3.42B down X% YoY but ahead of analyst expectations for a XX% drop. The decline was cushioned by stronger-than-expected performance from Yves Saint Laurent and Bottega Veneta while Gucci sales fell XX% marking a seventh straight quarter of double-digit decline. New CEO Luce de Meo seems to have brought renewed optimism shares are up XX% since his appointment in June far outpacing the European luxury index. Kering also announced the 4.7B sale of its beauty division to LOral aiming to refocus"  
[X Link](https://x.com/investingbyGenZ/status/1981307467083477039) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T10:31Z XXX followers, XXX engagements


"@stonkzguy I view the company as a long-term winner not necessarily the stock if it starts at a high valuation. Also there are many companies I might see as long-term winners but it might be of high risk"  
[X Link](https://x.com/investingbyGenZ/status/1981370480335413732) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T14:41Z XXX followers, XX engagements


"@Investy_ I think its a low valuation if they can keep up the good performance in Il Makiage and SpoiledChild"  
[X Link](https://x.com/investingbyGenZ/status/1981407358963323323) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T17:08Z XXX followers, XX engagements


"$LSEG.L has been sliding lately and Ive noticed more and more discussion around it as the valuation is now well below historical levels. The main driver of the selloff seems to be AI-related competition concernsa narrative weve also seen weigh on $ADBE and $CRM. Ironically thats exactly what makes me interested. Ill be digging deeper into $LSEG.L as this could be an opportunity if the market is overestimating the risks"  
[X Link](https://x.com/investingbyGenZ/status/1970418333498364299) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-09-23T09:21Z XXX followers, XXX engagements


"Genmab ( $GMAB ) is buying Merus ( $MRUS ) and the deal has clearly divided analysts. 🔹 The bullish camp sees this as exactly what Genmab needs filling the gap that will emerge once current royalty streams start running off. 🔹 The more cautious view is that Genmab paid too much taking on added risk. Personally I bought $GMAB because I believed the future cash flows from existing royalties alone were undervalued by the market. Im not the best person to judge whether this acquisition was cheap or expensive but I trust management. I also think this move helps reposition the stock in investors"  
[X Link](https://x.com/investingbyGenZ/status/1972923696835600680) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-09-30T07:17Z XXX followers, XXX engagements


"Ive been swamped with work and studies lately so I havent had much time to dig into new stocks. Right now my research list includes: $SPGI (S&P Global) leading provider of credit ratings benchmarks indices and financial market data. $LSEG.L (London Stock Exchange Group) operates exchanges but more importantly a major player in financial data & analytics after the Refinitiv acquisition. $CRM (Salesforce) cloud-based CRM leader still growing but with rising questions about AI execution and competition. $ADBE (Adobe) dominant in creative software trading at historically low multiples but facing"  
[X Link](https://x.com/investingbyGenZ/status/1974396371668021277) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-04T08:49Z XXX followers, XXX engagements


"Earnings disappointment from Latour-owned Tomra $TOM.OL Norwegian recycling technology company Tomra delivered a weak third-quarter report for 2025 missing expectations across all major metrics. The company reported an EBITA of XX million down from XX million a year ago and XX% below analysts estimates of XXXX million (Infront data). - Net revenue came in at XXX million compared to XXX million last year and below the expected XXX million a X% year-on-year decline. - Operating profit dropped sharply to XX million down from XX million last year and XX% below forecasts. Net profit fell to 14"  
[X Link](https://x.com/investingbyGenZ/status/1979077630780490083) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-17T06:50Z XXX followers, XXX engagements


"@PerceptronCodex @patientinvestt Not sure about best but I like $PYPL $BN and $NVO at these prices. Also $ODD is becoming very attractive"  
[X Link](https://x.com/investingbyGenZ/status/1980972401992044736) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T12:19Z XXX followers, XXX engagements


"$EVO misses earnings 🎰 Evolution reported what can only be described as disappointing Q3 results weighed down by continued weakness in Asia and an overall slowdown in the Live Casino segment for the first time ever RNG grew faster than Live. Revenue came in at 507M vs. 538M expected and adjusted EBITDA landed at 337M vs. 356M expected. In constant currency revenue grew XXX% and Live revenue actually fell XXX% YoY largely due to Asia. CEO Martin Carlesund said growth in Europe North America and Latin America was solid but admitted that Asia is still far from satisfactory and that the company"  
[X Link](https://x.com/investingbyGenZ/status/1981255625213378809) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T07:05Z XXX followers, 4654 engagements


"$LSEG up X% today 📈 London Stock Exchange Group delivered strong Q3 results with total income up XXX% YoY to 2.22B ahead of expectations. Growth was broad-based across Data Analytics and Markets and management raised its EBITDA margin guidance to the top of its prior range with an extra 100bps uplift from the revised SwapClear deal. CEO David Schwimmer highlighted strong momentum across all business lines and reaffirmed long-term growth potential. The group also announced an additional 1B buyback taking total planned repurchases to 2.5B over XX months. Key figures: - Data & Analytics +4.9% -"  
[X Link](https://x.com/investingbyGenZ/status/1981263810846441507) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T07:37Z XXX followers, XXX engagements


"@ValueSense_io $NVO is my favorite out of these I think that it has probably the most upside from share price gains"  
[X Link](https://x.com/investingbyGenZ/status/1981321873909530662) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T11:28Z XXX followers, XXX engagements


"@Spike_1567 That's true"  
[X Link](https://x.com/investingbyGenZ/status/1981443811466211423) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T19:33Z XXX followers, XX engagements


"@MattJMcClintock How do you feel about $DECK s calendar year 2026 I think the multiple has become very low if the company can continue growing like it did before tariffs"  
[X Link](https://x.com/investingbyGenZ/status/1981588601658876119) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-24T05:08Z XXX followers, XXX engagements


"@Leo_Traydes I wouldn't start with $BTC I'd start with something more tangible where people can actually understand why/where value is created. Not hating on $BTC I just don't think it's the right place to start"  
[X Link](https://x.com/investingbyGenZ/status/1981625825196753340) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-24T07:36Z XXX followers, XXX engagements


"@DAVYinvests I also have deep respect for him. I like the fact they they're taking it "slow" with controlled growth and good profitability. Makes it more sustainable"  
[X Link](https://x.com/investingbyGenZ/status/1981715166233305173) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-24T13:31Z XXX followers, XX engagements


"@LukasTlmn @weary_centurion @acce I do agree with you it would be good to see the management step-up and buy some shares"  
[X Link](https://x.com/investingbyGenZ/status/1981958440252543030) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-25T05:38Z XXX followers, XX engagements


"$TOM.OL (Tomra Systems) is the global leader in reverse vending machines and sensor-based sorting for recycling food and other waste. Its a strong business riding tailwinds from sustainability regulation circular economy trends and more stringent deposit return systems across Europe. ♻ Key financials & metrics: - Revenue in 2024: 1348M up X% from 2023 - Operating profitability (EBITA adjusted) in 2024: 181M up from 162M; margin XX% versus previous years XX% - In Q2 2025 adjusted EBITA margin held steady around 1415% despite some headwinds - Net profit margin (TTM basis) XXX% - Return on"  
[X Link](https://x.com/investingbyGenZ/status/1966394206705881591) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-09-12T06:51Z XXX followers, XXX engagements


"Jefferies lowers $PYPL ahead of Q3 earnings ($70 PT) citing limited visibility into when branded growth might re-accelerate. The firm expects total payment volume to rise about X% slightly above consensus but highlights that most of this growth is still coming from unbranded processing through Braintree. Meanwhile branded payments PayPals core remain sluggish around X% with soft consumer spending especially in Germany adding pressure. Jefferies sees no clear near-term catalyst and warns that the story is stuck until branded volume picks up. Now heres my take: I think analysts have become too"  
[X Link](https://x.com/investingbyGenZ/status/1978825160456065384) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-16T14:07Z XXX followers, 1593 engagements


"I think this is a really fair and well-argued take from someone not bullish on $PYPL and I actually agree that bulls should acknowledge that PayPal isnt a clear buy for everyone right now. Its still a turnaround case and while progress has been made theres not yet a major growth story to point to beyond the fact that management has stabilized key figures that were previously trending down. That said what Ive consistently highlighted is how Alex Chriss has rebuilt the foundation: stabilizing revenues TPV and take rate improving margins and even bringing back modest user growth all while"  
[X Link](https://x.com/investingbyGenZ/status/1979090074047316398) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-17T07:40Z XXX followers, 9431 engagements


"What about the valuation I think $MELI is an exceptionally high-quality company and after the recent pullback its definitely starting to look more attractive. That said Im still a bit conflicted about the valuation. The company is expected to grow topline by XX% XX% and XX% through 2027 with margins expanding slightly yet it still trades around 23x 2027E earnings"  
[X Link](https://x.com/investingbyGenZ/status/1980270336248533366) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-20T13:50Z XXX followers, 1754 engagements


"7 days until $PYPL earnings Many analysts have trimmed their forecasts expecting a relatively uneventful Q3. The quarter was likely affected by temporary disruptions in Germany and key branded checkout growth isnt expected to accelerate beyond mid-single digits in line with Alex Chriss own recent comments. Here are some consensus expectations (Capital IQ): - Revenue: $8.22B (vs. $8.29B in Q2) - EBITDA: $1.64B (vs. $1.84B in Q2) - EBIT: $1.44B (vs. $1.64B in Q2) - Net Income (GAAP): $1.09B (vs. $1.26B in Q2) - Free Cash Flow: $2.19B (vs. $0.66B in Q2) Its not expected to be a blockbuster"  
[X Link](https://x.com/investingbyGenZ/status/1980567378225201338) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-21T09:30Z XXX followers, 5188 engagements


"Ive been very close to buying a few stocks recently $PYPL $MELI $ADBE and $CRM but my hesitation right now is more about the broader market than the companies themselves. Especially with $PYPL its become clear that even at such a low valuation the stock remains highly sensitive to macro turbulence. We saw that again last week even minor market volatility led to a sharp selloff. The same pattern can be seen with $ADBE and $CRM both weighed down by weak sentiment in the software space despite strong fundamentals. $MELI feels slightly more insulated since its exposed to different macro dynamics"  
[X Link](https://x.com/investingbyGenZ/status/1980571765655912594) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-21T09:48Z XXX followers, XXX engagements


"These charts mean little without considering valuation what investors were actually paying. Yes $MELI has improved massively while the stocks flat since 2021 but back then it traded at XXX P/E and XX P/S. A similar case applies to $ADBE both show that even great companies arent great buys at any price. Valuation always matters"  
[X Link](https://x.com/investingbyGenZ/status/1980634411667185958) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-21T13:56Z XXX followers, XXX engagements


"$ODD s new brand MethodIQ takes personalized skincare to a new level. Using photos you take with your phone the platform analyzes your skin and recommends tailored treatments with images also reviewed by a licensed medical professional to ensure accuracy. What really caught my attention is how advanced their AI actually is. According to reports Odditys algorithms are trained on a proprietary database of over XX million user photos achieving a XX% agreement rate with dermatologists in acne grading and correctly identifying XX% of acne lesions. Im genuinely excited to see how MethodIQ scales if"  
[X Link](https://x.com/investingbyGenZ/status/1980967896663892380) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T12:02Z XXX followers, 1499 engagements


"$PYPL is setting up for a surprise in my view 👀 Analysts have been busy cutting EPS estimates for the coming quarters and for 2026 but I wouldnt be shocked to see the same people revising them back up after Q3 and Q4 once PayPal stays on track beats expectations and raises guidance. If the macro backdrop holds I think 2026 could turn out to be a very strong year for $PYPL"  
[X Link](https://x.com/investingbyGenZ/status/1981087343181254708) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-22T19:56Z XXX followers, 2371 engagements


"$PYPL s valuation is hovering near historic lows while TTM EPS is sitting at an all-time high. Yeah totally makes sense for a company thats dead"  
[X Link](https://x.com/investingbyGenZ/status/1981339906115837960) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T12:40Z XXX followers, 3460 engagements


"$OSCR is down almost XX% after $MOHs earnings where management specifically pointed to weakness in their ACA business. It feels a lot like the setup before Q2 earnings when $OSCR sold off every time a competitor disappointed only to bounce after reporting strong revenue growth despite higher MLRs. Ive exited the stock for now but if this selloff continues I could see myself re-entering. I still view $OSCR as a long-term winner"  
[X Link](https://x.com/investingbyGenZ/status/1981355581895008325) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T13:42Z XXX followers, 3713 engagements


"I thought $PYPL was going to bankrupt"  
[X Link](https://x.com/investingbyGenZ/status/1981395241447150017) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T16:20Z XXX followers, 1208 engagements


"$ODD (Oddity Tech) looks remarkably cheap compared to its beauty and makeup peers. I ran some quick numbers and heres how the 2026 estimates stack up 👇 $ODD (Oddity Tech) EV/EBITDA 10.4x Revenue growth XXXX% EBITDA margin XXXX% $ELF (e.l.f. Beauty) EV/EBITDA 18.5x Revenue growth XXXX% EBITDA margin XXXX% $EL (Este Lauder) EV/EBITDA 14.3x Revenue growth XXX% EBITDA margin XXXX% $OR (LOral) EV/EBITDA 18.1x Revenue growth XXX% EBITDA margin XXXX% $COTY (Coty) EV/EBITDA 7.9x Revenue growth XXX% EBITDA margin XXXX% At roughly 10x 2026E EBITDA $ODD trades well below most of its peers despite"  
[X Link](https://x.com/investingbyGenZ/status/1981426876066287930) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-23T18:25Z XXX followers, XXX engagements


"@ElijahColeman21 Right now I would start a position in $ODD if you want a small cap with slightly higher risk"  
[X Link](https://x.com/investingbyGenZ/status/1981590484758765645) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-24T05:16Z XXX followers, XXX engagements


"Am I the only one who sees a dinosaur on this $ZETA chart 🦖 Not making fun of @TheRonnieVShows post or analysis but I couldnt unsee it once I noticed it. Been laughing at it ever since 😂 Jokes aside I actually hope $ZETA dips a bit more I really like the fundamentals here just want to get in at a lower valuation before the next run-up"  
[X Link](https://x.com/investingbyGenZ/status/1981638996137525364) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-24T08:28Z XXX followers, 11.7K engagements


"A pretty interesting fact about $ODD Co-Founder and CEO Oran Holtzman controls roughly XX% of the companys total voting power through his Class B shares. This kind of super-voting structure gives him near-complete control over strategic decisions and the companys direction. It also means activist investors are unlikely to target Oddity since their influence would be limited regardless of how many shares they accumulate. Its a double-edged sword: on one hand it protects Odditys long-term vision and independence on the other it leaves little external pressure if performance were to slip"  
[X Link](https://x.com/investingbyGenZ/status/1981713314343264559) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-24T13:24Z XXX followers, XXX engagements


"$DECK fell sharply today down over XX% after weaker-than-expected guidance despite beating on both revenue and EPS last quarter. The company behind Hoka and Ugg blamed tariffs and a more cautious consumer with direct-to-consumer Ugg sales down XX% YoY which Jefferies flagged as a key concern. I actually used to own $DECK and sold it after less than a year for around a XX% gain mainly because I felt valuation had gotten too expensive at the time. Now with the stock down over XX% this year and trading at a much more reasonable valuation its one I need to take another look at. The brand strength"  
[X Link](https://x.com/investingbyGenZ/status/1981717840605446318) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-24T13:42Z XXX followers, XXX engagements


"Im confident that the current valuation doesnt properly reflect $PYPL s future growth potential. The company has a powerful brand massive user base and unmatched data which will be a major competitive advantage as personalization becomes increasingly important think targeted ads tailored offers and personalized storefronts. Theyre also integrating their ecosystem combining PayPal and Venmo while expanding partnerships creating a true one-stop shop for digital payments globally. On the consumer side the focus on BNPL debit cards and cashback offers strengthens engagement and drives usage. With"  
[X Link](https://x.com/investingbyGenZ/status/1982386272296398859) [@investingbyGenZ](/creator/x/investingbyGenZ) 2025-10-26T09:58Z XXX followers, XXX engagements