# ![@patientinvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1393928952046030859.png) @patientinvestor Patient Investor

Several stocks are being discussed as having attractive valuations, including Novo Nordisk ($NVO), Adobe ($ADBE), PayPal ($PYPL), and Amazon ($AMZN). These companies have strong fundamentals, such as high ROIC, recurring revenues, and pricing power, but are trading at relatively low valuations. Additionally, some investors are highlighting the potential for certain stocks, such as Constellation Energy ($CEG) and Mercado Libre ($MELI), to benefit from emerging trends like AI and e-commerce growth.

### Engagements: [------] [#](/creator/twitter::1393928952046030859/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1393928952046030859/c:line/m:interactions.svg)

- [--] Week [-------] -55%
- [--] Month [---------] -26%
- [--] Months [----------] +33%
- [--] Year [----------] +55%

### Mentions: [--] [#](/creator/twitter::1393928952046030859/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1393928952046030859/c:line/m:posts_active.svg)

- [--] Week [--] -10%
- [--] Month [---] +6.60%
- [--] Months [---] +14%
- [--] Year [---] +1.90%

### Followers: [------] [#](/creator/twitter::1393928952046030859/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1393928952046030859/c:line/m:followers.svg)

- [--] Week [------] +0.38%
- [--] Month [------] +3.30%
- [--] Months [------] +38%
- [--] Year [------] +100%

### CreatorRank: [-------] [#](/creator/twitter::1393928952046030859/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1393928952046030859/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #3726 [stocks](/list/stocks)  #2184 [technology brands](/list/technology-brands)  52.88% [automotive brands](/list/automotive-brands)  #1531 [fashion brands](/list/fashion-brands)  7.69% [cryptocurrencies](/list/cryptocurrencies)  6.73% [luxury brands](/list/luxury-brands)  4.81% [countries](/list/countries)  1.92% [celebrities](/list/celebrities)  0.96% [social networks](/list/social-networks)  0.96%

**Social topic influence**
[stocks](/topic/stocks) #1210, [$adbe](/topic/$adbe) #109, [adobe](/topic/adobe) #168, [$amzn](/topic/$amzn) #19, [$nvo](/topic/$nvo) #272, [$msft](/topic/$msft) #12, [meta](/topic/meta) #528, [$meta](/topic/$meta) #10, [$googl](/topic/$googl) #217, [microsoft](/topic/microsoft) #71

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@realvikashmehra](/creator/undefined) [@lumiloz](/creator/undefined) [@gameofmarketss](/creator/undefined) [@simonavaza](/creator/undefined) [@brnmeetswlth](/creator/undefined) [@bourboncap](/creator/undefined) [@unusualwhales](/creator/undefined) [@watcherguru](/creator/undefined) [@kylewhitegoat](/creator/undefined) [@andrewdudum](/creator/undefined) [@grailbio](/creator/undefined) [@beattheinsider](/creator/undefined) [@pronkdaniel](/creator/undefined) [@newcomerinvest](/creator/undefined) [@mosinvesting](/creator/undefined) [@william_r2rclub](/creator/undefined) [@thefinpitch](/creator/undefined) [@tonitrades_](/creator/undefined) [@elliotwavebull](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Novo-Nordisk (NVO)](/topic/$nvo) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Procter & Gamble (PG)](/topic/$pg) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Copart, Inc. (CPRT)](/topic/$cprt) [Crocs, Inc. (CROX)](/topic/$crox) [Broadcom, Inc. (AVGO)](/topic/$avgo) [UnitedHealth Group (UNH)](/topic/$unh) [Intel Corporation (INTC)](/topic/$intc) [Salesforce Inc (CRM)](/topic/$crm) [Costco Wholesale Corporation (COST)](/topic/costco) [Ferrari N.V. (RACE)](/topic/$race) [Costco Hot Dog (COST)](/topic/$cost) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [MercadoLibre Inc (MELI)](/topic/$meli) [Constellation Energy Corp (CEG)](/topic/$ceg) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [PepsiCo, Inc. (PEP)](/topic/$pep) [Convex Finance (CVX)](/topic/$cvx) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Sherwin-Williams Co (SHW)](/topic/$shw) [Autozone Inc (AZO)](/topic/$azo) [Mastercard, Inc. (MA)](/topic/$ma) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Oracle Corporation (ORCL)](/topic/$orcl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Now Coin (NOW)](/topic/$now) [SAP SE (SAP)](/topic/$sap) [Oxygen (OXY)](/topic/$oxy) [Canadian National Railway (CNI)](/topic/$cni) [Fiserv, Inc. (FI)](/topic/$fi) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Darden Restaurants, Inc. (DRI)](/topic/$dri)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The average holding period has declined from [--] Years to just [--] Months"  
[X Link](https://x.com/patientinvestor/status/2019083930884788262)  2026-02-04T16:21Z 47K followers, 33.8K engagements


"Revenues: +54% EPS: +120% stock price: +26% Amazon $AMZN"  
[X Link](https://x.com/patientinvestor/status/2021227911613743216)  2026-02-10T14:21Z 47K followers, 39.8K engagements


"Magnificent 7s Cash Position: Google $GOOGL: $126B Amazon $Amzn: $123B Microsoft $MSFT: $89B Meta $META: $81B Apple $AAPL: $67B Nvidia $NVDA: $60B Tesla $TSLA: $44B"  
[X Link](https://x.com/patientinvestor/status/2021615594328486340)  2026-02-11T16:01Z 47K followers, 61.8K engagements


"Most investors invest in OTC stocks but never in the exchange itself which is $OTCM: 83% Subscription revenue 29% Net margins 50% Return on capital 16X FCF (Inc sbc) 27% is owned by the CEO (skin in the game)"  
[X Link](https://x.com/patientinvestor/status/1710666644610072905)  2023-10-07T14:41Z 46.9K followers, 65.8K engagements


"Intel is literally trading at liquidation value (tangible book). $INTC"  
[X Link](https://x.com/patientinvestor/status/1822990454675149228)  2024-08-12T13:36Z 46.9K followers, 1.7M engagements


"Be Greedy When Others Are Fearful $OXY $CVX"  
[X Link](https://x.com/patientinvestor/status/1839337235822633389)  2024-09-26T16:12Z 46.9K followers, 266.9K engagements


"22% ROIC✅ 15% Net income margin✅ 21x Earnings✅ CEO is Buying✅ Pricing Power ✅ I think LVMH is starting to look very interesting at this price $LVMUY $LVMH"  
[X Link](https://x.com/patientinvestor/status/1905662842839122082)  2025-03-28T16:46Z 46.9K followers, 50.4K engagements


"🚨Herms has tumbled 26% in just six months😳 $RMS $RMS.PA"  
[X Link](https://x.com/patientinvestor/status/1954937038047961152)  2025-08-11T16:04Z 46.9K followers, [----] engagements


"Stocks Near Their 52-week lows: Salesforce $CRM (-4%) Canadian National Railway $CNI (-16%) Fiserv $FI (-17%) Chipotle $CMG (-18%) Fair Isaac $FICO (-19%) CAVA $CAVA (-32%) Adobe $ADBE (-35%) Novo Nordisk $NVO (-36%)"  
[X Link](https://x.com/patientinvestor/status/1959234164965978155)  2025-08-23T12:40Z 47K followers, 52K engagements


"✅ Pricing Power ✅ 71% Gross Margin ✅ 34% ROIC ✅ 20% Net Margin ✅ 15% EPS growth ✅ 10B of cash & No debt I like Herms below [----] $RMS $HESAY"  
[X Link](https://x.com/patientinvestor/status/1962552428567347270)  2025-09-01T16:25Z 46.9K followers, 28.3K engagements


"Wide Moat 19x Earnings 12% EPS Growth 23% Net Income margin -28% YTD $LSEG is looking very attractive here what am I missing"  
[X Link](https://x.com/patientinvestor/status/1969080245723472322)  2025-09-19T16:44Z 46.9K followers, 87.7K engagements


"The only DYING thing about PayPal is their shares outstanding $PYPL"  
[X Link](https://x.com/patientinvestor/status/1969426733460787494)  2025-09-20T15:41Z 46.9K followers, 222.3K engagements


"I think every investor should read this letter from Jeff Bezos when Amazon stock fell -80% back in [----]. It will teach you a lot about emotional discipline & irrational markets:"  
[X Link](https://x.com/patientinvestor/status/1986832476833263758)  2025-11-07T16:25Z 46.9K followers, 324.3K engagements


"Darden Restaurants owner of Olive Garden LongHorn Steakhouse and Capital Grille. Is growing earnings at a double-digit rate yet trades at only [--] earnings A hidden gem in this market IMO $DRI"  
[X Link](https://x.com/patientinvestor/status/1988298642432946655)  2025-11-11T17:31Z 46.9K followers, [----] engagements


"What are your two highest conviction stocks going into 2026"  
[X Link](https://x.com/patientinvestor/status/1995903812045779145)  2025-12-02T17:12Z 47K followers, 74K engagements


"Quality stocks trading near their 52-week lows: VICI Properties $VICI (-7%) Costco $COST (-10%) Procter & Gamble $PG (-16%) Ferrari $RACE (-19%) Adobe $ADBE (-25%) Copart $CPRT (-37%) Novo Nordisk $NVO (-53%)"  
[X Link](https://x.com/patientinvestor/status/1999840479555518941)  2025-12-13T13:55Z 47K followers, 67.7K engagements


"Procter & Gamble is a great hedge against making money $PG"  
[X Link](https://x.com/patientinvestor/status/1999924352427647393)  2025-12-13T19:28Z 46.9K followers, 50.4K engagements


"Quality stocks trading near their 52-week lows: Sherwin Williams $SHW (-7%) Costco $COST (-11%) Procter & Gamble $PG (-15%) T-Mobile $TMUS (-16%) Adobe $ADBE (-20%) Copart $CPRT (-33%) Clorox $CLX (-40%) Novo Nordisk $NVO (-43%)"  
[X Link](https://x.com/patientinvestor/status/2002434171294347533)  2025-12-20T17:41Z 46.9K followers, 49.5K engagements


"Howard Marks: "When you buy the S&P [---] at a 23x P/E your 10-yr annualized return has always fallen between +2% and 2% IN EVERY CASE EVERY CASE""  
[X Link](https://x.com/patientinvestor/status/2002446694101971121)  2025-12-20T18:31Z 46.9K followers, 364K engagements


"Stocks with 20%+ ROIC trading below 20x earnings: [--]. Adobe $ADBE: ROIC: 41% PE: 15x [--]. Accenture $ACN: ROIC: 25% PE: 19x [--]. Novo Nordisk $NVO: ROIC: 54% PE: 15x [--]. lululemon $LULU ROIC: 40% PE: 17x [--]. Crocs $CROX ROIC: 30% PE: 8x [--]. Molina Healthcare $MOH ROIC: 20% PE: 14x"  
[X Link](https://x.com/patientinvestor/status/2005292664632066221)  2025-12-28T15:00Z 47K followers, 69K engagements


"Quality stocks trading near their 52-week lows: AutoZone $AZO (5%) Sherwin Williams $SHW (-4%) Costco $COST (-12%) Home Depot $HD (-12%) Ferrari $RACE (-13%) Procter & Gamble $PG (-16%) Adobe $ADBE (-22%) Constellation Software $CSU (-26%) Novo Nordisk $NVO (-43%)"  
[X Link](https://x.com/patientinvestor/status/2006726855794241898)  2026-01-01T13:59Z 46.9K followers, 68K engagements


"23% ROIC 48% EPS growth 39x earnings $MELI is trading below 1x price/earnings growth Even if growth cools to 25% for the next [--] years with a multiple of 30x youre still looking at roughly 2x upside (+100%) from here"  
[X Link](https://x.com/patientinvestor/status/2008249354742812825)  2026-01-05T18:48Z 46.9K followers, 23.4K engagements


"@BourbonCap $MAMA"  
[X Link](https://x.com/patientinvestor/status/2009070918912635233)  2026-01-08T01:13Z 46.9K followers, [----] engagements


"Magnificent [--] Expected 5-Year Revenue Growth: Apple $AAPL: +39% Amazon $AMZN: +70% Google $GOOGL: +81% Microsoft $MSFT: +100% Meta $META: +114% Tesla $TSLA: +165% Nvidia $NVDA: +269%"  
[X Link](https://x.com/patientinvestor/status/2009626221072552149)  2026-01-09T14:00Z 47K followers, 229.3K engagements


"@unusual_whales $SPXS"  
[X Link](https://x.com/patientinvestor/status/2010132893516050847)  2026-01-10T23:33Z 46.8K followers, 15.5K engagements


"Magnificent 7s Cash Position: Microsoft $MSFT: $102B Alphabet $GOOGL: $98B Amazon $AMZN:$94B Nvidia $NVDA: $60B Apple $AAPL: $54B Meta $META: $44B Tesla $TSLA: $41B"  
[X Link](https://x.com/patientinvestor/status/2010368116635656302)  2026-01-11T15:08Z 46.9K followers, 62.6K engagements


"10% credit limit hurts visa even if visa isn't the credit issuer. An interest limit will cause banks to reduce the credit limit of risky borrowers which would in turn affect $V & $MA volumes"  
[X Link](https://x.com/patientinvestor/status/2011092593237495873)  2026-01-13T15:06Z 46.9K followers, 77.4K engagements


"The only DYING thing about Adobe is their shares outstanding $ADBE"  
[X Link](https://x.com/patientinvestor/status/2011843347111899631)  2026-01-15T16:50Z 46.9K followers, 70K engagements


"Forward P/E of the [--] Largest Companies: Broadcom $AVGO 35x Amazon $AMZN 32x Alphabet $GOOGL 31x Apple $AAPL 31x Microsoft $MSFT 28x Nvidia $NVDA 26x Taiwan Semi $TSMC 26x Berkshire Hathaway $BRK 22x Meta $META 21x Saudi Aramco $SASE 16x"  
[X Link](https://x.com/patientinvestor/status/2012179764962898322)  2026-01-16T15:06Z 46.9K followers, 247.5K engagements


"Stocks with 20%+ ROIC trading below 20x earnings: [--]. Adobe $ADBE: ROIC: 41% PE: 12x [--]. Lululemon $LULU: ROIC: 38% PE: 16x [--]. Paycom $PAYC: ROIC: 22% PE: 16x [--]. Molina $MOH: ROIC: 21% PE: 16x [--]. DELL $DELL: ROIC: 26% PE: 10x [--]. Procter & Gamble $PG: ROIC: 22% PE: 19x"  
[X Link](https://x.com/patientinvestor/status/2012525319131902368)  2026-01-17T14:00Z 46.9K followers, 48.6K engagements


"Quality stocks trading near their 52-week lows: Visa $V (-1%) Canadian Pacific $CP (-6%) Domino's Pizza $DPZ (-9%) Intuit $INTU (-10%) Ferrari $RACE (-21%) Adobe $ADBE (-22%) Constellation Software $CSU (-36%) Salesforce $CRM (-30%) Adobe $ADBE (-32%)"  
[X Link](https://x.com/patientinvestor/status/2013612478144373019)  2026-01-20T14:00Z 47K followers, 72.4K engagements


"Microsoft stock is starting to get really interesting here My fair value is $420 or under [--] PE $MSFT"  
[X Link](https://x.com/patientinvestor/status/2014073346757915018)  2026-01-21T20:31Z 46.8K followers, 37K engagements


"The best risk/reward setups in this market today: United health $UNH @ $355 Adobe $ADBE @ $302 Meta $META @ $662 Fico $FICO @ $1540 Uber $UBER @ $82.90 Hims $HIMS @ $30 Constellation Software $CSU @ $2782 Constellation Energy $CEG @ $289"  
[X Link](https://x.com/patientinvestor/status/2014734364928532692)  2026-01-23T16:17Z 47K followers, 38.5K engagements


"@WatcherGuru Overvalued My fair value on $INTC is $35 here's my analysis: https://youtu.be/A5LdE7gNL6Ysi=WNu2__MKz0Q15y-i https://youtu.be/A5LdE7gNL6Ysi=WNu2__MKz0Q15y-i"  
[X Link](https://x.com/patientinvestor/status/2014794583440232724)  2026-01-23T20:17Z 46.8K followers, [----] engagements


"Stocks expected to more than 3X their EPS in the next [--] years: Oracle $ORCL: +220% Lemonade $LMND: +227% Palantir $PLTR: +247% Mercado Libre $MELI: +267% Tesla $TSLA: +409% Intel $INTC: +710% Grab $GRAB: +875% ASTS Spacemobile $ASTS: +1353%"  
[X Link](https://x.com/patientinvestor/status/2015062029741260911)  2026-01-24T14:00Z 47K followers, 250.1K engagements


"27% of S&P [---] Returns are Driven by Buybacks😳"  
[X Link](https://x.com/patientinvestor/status/2015423557895860690)  2026-01-25T13:56Z 46.8K followers, 95.5K engagements


"UnitedHealth just posted 12% revenue growth a massive improvement The 2% decline in revenue guidance is mostly due to one-time items. Meanwhile $UNH sits on $28B in cash perfectly positioned to aggressively buy back shares at current levels"  
[X Link](https://x.com/patientinvestor/status/2016123687347302773)  2026-01-27T12:18Z 46.9K followers, 215.5K engagements


"Unpopular opinion: Meta ends up within the top [--] LLMs in [----] 3.5B daily users + unbeatable distribution = AI that lives inside IG/WhatsApp not in a separate app. $META"  
[X Link](https://x.com/patientinvestor/status/2016629217438437381)  2026-01-28T21:47Z 46.9K followers, 10.8K engagements


"@kylewhitegoat This is a gift"  
[X Link](https://x.com/patientinvestor/status/2018063478582337802)  2026-02-01T20:46Z 46.8K followers, [----] engagements


"@RealVikashMehra @AndrewDudum @GrailBio Thats a bad approach check 5yr revenue growth membership growth I bought it [--] yrs ago and im still up 200%"  
[X Link](https://x.com/patientinvestor/status/2019208404167012762)  2026-02-05T00:36Z 46.9K followers, [---] engagements


"The BEST AI Stocks To Buy Right Now: Semis: Nvidia $NVDA AMD $AMD ASML $ASML Cloud & Custom Chips Amazon $AMZN Alphabet $GOOGL Microsoft $MSFT Broadcom $AVGO Energy & Utilities: Constellation Energy $CEG Vistra $VST"  
[X Link](https://x.com/patientinvestor/status/1911034062854107410)  2025-04-12T12:30Z 47K followers, 76.5K engagements


"Stocks with 20%+ ROIC trading below 20x earnings: [--]. Adobe $ADBE: ROIC: 41% PE: 14x [--]. DLocal $DLO: ROIC: 34% PE: 18x [--]. Kaspi $KSPI: ROIC: 50% PE: 6x [--]. PepsiCo $PEP: ROIC: 21% PE: 16x [--]. Novo Nordisk $NVO: ROIC: 54% PE: 16x [--]. Procter & Gamble $PG: ROIC: 22% PE: 19x"  
[X Link](https://x.com/patientinvestor/status/2009263823815877094)  2026-01-08T14:00Z 47K followers, 82.8K engagements


"RT @patientinvestor: Paypal's ceo has truly shocked the world Including investors $PYPL"  
[X Link](https://x.com/patientinvestor/status/2018674815163322518)  2026-02-03T13:15Z 47K followers, [--] engagements


"RT @patientinvestor: The average holding period has declined from [--] Years to just [--] Months"  
[X Link](https://x.com/patientinvestor/status/2019119664803246468)  2026-02-04T18:43Z 47K followers, [--] engagements


"Novo Nordisk is now trading at 15x earnings while growing EPS 15% with patents not expiring before [----]. $NVO"  
[X Link](https://x.com/patientinvestor/status/1939337955719405925)  2025-06-29T14:59Z 47K followers, 261.2K engagements


"Stocks with 20%+ ROIC trading below 20x earnings: [--]. Adobe $ADBE: ROIC: 41% PE: 13x [--]. Booking Holdings $BKING: ROIC: 43% PE: 19x [--]. Novo Nordisk $NVO: ROIC: [--] PE: 13x [--]. lululemon $LULU ROIC: 40% PE: 15x [--]. Molina Healthcare $MOH: ROIC: 22% PE: 12x"  
[X Link](https://x.com/patientinvestor/status/1994042273722703989)  2025-11-27T13:55Z 47K followers, 78.7K engagements


"A case study for paying up for great management: $AAP $AZO"  
[X Link](https://x.com/patientinvestor/status/2002784791314497848)  2025-12-21T16:54Z 47K followers, 70K engagements


"Stocks expected to more than 3X their revenue in the next [--] years: Arm Holdings $ARM: +206% AMD $AMD: +236% Reddit $RDDT: +248% Broadcom $AVGO: +260% Rocketlab $RKLB: +266% Palantir $PLTR: +275% Oracle $ORCL: +297% Nebius $NBIS: +3683% ASTS Spacemobile $ASTS: +6222%"  
[X Link](https://x.com/patientinvestor/status/2007451889965633860)  2026-01-03T14:00Z 47K followers, 538.1K engagements


"Stocks That Will Benefit from the Venezuela Situation: [--]. Integrated producers: Chevron $CVX Exxon $XOM [--]. Refiners: Valero $VLO Phillips [--] $PSX Marathon Petroleum $MPC [--]. Oil Tankers: Frontline $FRO Scorpio Tankers $STNG Nordic American Tankers $NAT"  
[X Link](https://x.com/patientinvestor/status/2007593421004034122)  2026-01-03T23:22Z 47K followers, 379.2K engagements


"Magnificent [--] PEG ratios ( price to [----] earnings growth): $NVDA: 0.48x $Meta: 1.10x $MSFT: 1.40x $Amzn: 2.82x $AAPL: 3.30x $GOOGL: 4.83x $TSLA: 6.17x"  
[X Link](https://x.com/patientinvestor/status/2007827044831486204)  2026-01-04T14:50Z 47K followers, 77.5K engagements


"The Worlds Most Profitable Companies: [--]. Texas Pacific $TPL: 64% [--]. CME Group $CME: 62% [--]. NVIDIA $NVDA: 57% [--]. Visa $V:56% [--]. Franco-Nevada $FNV: 56% [--]. Evolution Gaming $EVVTY: 54% [--]. Broadcom $AVGO: 51% [--]. Mastercard $MA: 48% [--]. MSCI $MSCI: 42% [--]. Microsoft $MSFT: 36%"  
[X Link](https://x.com/patientinvestor/status/2012890324973105509)  2026-01-18T14:10Z 47K followers, 350.4K engagements


"I can't believe Microsoft is trading at 23x earnings $MSFT"  
[X Link](https://x.com/patientinvestor/status/2018394556505444837)  2026-02-02T18:42Z 47K followers, 139.4K engagements


"RT @patientinvestor: I can't believe Microsoft is trading at 23x earnings $MSFT"  
[X Link](https://x.com/patientinvestor/status/2018447318916411760)  2026-02-02T22:11Z 47K followers, [--] engagements


"Paypal's ceo has truly shocked the world Including investors $PYPL"  
[X Link](https://x.com/patientinvestor/status/2018668136674001035)  2026-02-03T12:49Z 47K followers, 74.4K engagements


"My favorite Warren Buffett Quote:"  
[X Link](https://x.com/patientinvestor/status/2018721831654502590)  2026-02-03T16:22Z 47K followers, 72.4K engagements


"AI Wont Replace Software Jensen Huang: $CSU $CSU.TO $NOW $ADBE $SAP"  
[X Link](https://x.com/patientinvestor/status/2019090885523173592)  2026-02-04T16:49Z 47K followers, 90.8K engagements


"RT @patientinvestor: AI Wont Replace Software Jensen Huang: $CSU $CSU.TO $NOW $ADBE $SAP"  
[X Link](https://x.com/patientinvestor/status/2019144764893942026)  2026-02-04T20:23Z 47K followers, [--] engagements


"RT @patientinvestor: The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new"  
[X Link](https://x.com/patientinvestor/status/2019478048635035918)  2026-02-05T18:27Z 47K followers, [---] engagements


"RT @patientinvestor: Revenues: +54% EPS: +120% stock price: +26% Amazon $AMZN"  
[X Link](https://x.com/patientinvestor/status/2021281983691669895)  2026-02-10T17:55Z 47K followers, [--] engagements


"RT @patientinvestor: Magnificent 7s Cash Position: Google $GOOGL: $126B Amazon $Amzn: $123B Microsoft $MSFT: $89B Meta $META: $81B Apple $"  
[X Link](https://x.com/patientinvestor/status/2021618911540564423)  2026-02-11T16:14Z 47K followers, [---] engagements


"Ive shared a free write-up on how I doubled my portfolio in [--] years and how I spotted early multibaggers like $HOOD and $HIMS. I hope you find it insightful and enjoyable https://www.patreon.com/posts/140517138 https://www.patreon.com/posts/140517138"  
[X Link](https://x.com/patientinvestor/status/1974948067561586945)  2025-10-05T21:21Z 47K followers, 62.3K engagements


"The fear and greed index after the -0.5% crash"  
[X Link](https://x.com/patientinvestor/status/2017325427589624280)  2026-01-30T19:53Z 47K followers, 15.5K engagements


"Magnificent 7s Forward PE Ratios: $META: 23x $MSFT: 24x $NVDA: 27x $GOOGL: 31x $AAPL: 31x $AMZN: 32x $TSLA: 197x"  
[X Link](https://x.com/patientinvestor/status/2017662793772597523)  2026-01-31T18:14Z 47K followers, 157.2K engagements


"The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new highs. 11% annual returns since [----] Short-term fear has never beaten long-term investing"  
[X Link](https://x.com/patientinvestor/status/2019455367340609785)  2026-02-05T16:57Z 47K followers, 173K engagements


"I can't believe $SPGI is now trading at 20x earnings"  
[X Link](https://x.com/patientinvestor/status/2021315564388422026)  2026-02-10T20:09Z 47K followers, 24.2K engagements


"The sell off in those stocks has been nothing short of stunning. What's even more surprising to me so how the sentiment has shifted only because of price action what happened to long term investing Stocks like $TOI.V own dozens of local monopolies with regulations shielding them from AI competition yet the market is treating them like Adobe or some other stock the recent contract from today is a proof of that but no one cares as long as the stock is going down its been stunning to watch I am truly excited to see how this story unfolds I believe those stocks will likely recover as fast as they"  
[X Link](https://x.com/patientinvestor/status/2021448389724880920)  2026-02-11T04:57Z 47K followers, 11.5K engagements


"For me the cash balance is important amongst big stocks to know how much short term liquidity is available for buybacks or potential acquisitions what you spoken about in terms of off balance sheet debt is true but i am not going to put all of that in one picture and I didnt tell anyone to only look at cash and ignore everything else I try to post what I believe is relevant info and its up to the viewers to do their own due diligence based on their own style of analysis great discussion 👍"  
[X Link](https://x.com/patientinvestor/status/2021693961929470060)  2026-02-11T21:12Z 47K followers, [---] engagements


"✅BEAT EPS ✅ +220% Net Income ✅ +31% Subscriber Growth ✅ +30% Revenue Per Subscriber ✅ 1.1B CASH & NO DEBT Stock -9% $HIMS is being hims"  
[X Link](https://x.com/patientinvestor/status/1952469610730754272)  2025-08-04T20:40Z 46.9K followers, 111.1K engagements


"The best risk/reward setups in this market today: United health $UNH @ $304 Adobe $ADBE @ $354 NovoNordisk $NVO @ $56 ELI Lilly $LLY @ $700 Copart $CPRT @ $57 Otis $otis @ $87 HIMS $HIMS @ $46"  
[X Link](https://x.com/patientinvestor/status/1957146733248659768)  2025-08-17T18:25Z 46.9K followers, 111.9K engagements


"The best risk/reward setups in this market today: United health $UNH @ $315 Amazon $AMZN @ $232 Adobe $ADBE @ $348 Hims & Hers $HIMS @ $48 NovoNordisk $NVO @ $55 Marvel $MRVL @ $63 Copart $CPRT @ $48"  
[X Link](https://x.com/patientinvestor/status/1964463588795699375)  2025-09-06T22:59Z 46.9K followers, 93.9K engagements


"Adobe is buying back shares like there's no tomorrow $ADBE"  
[X Link](https://x.com/patientinvestor/status/1966488904812331273)  2025-09-12T13:07Z 46.9K followers, 94.4K engagements


"Stocks with 20%+ ROIC trading below 20x earnings: [--]. Adobe $ADBE: ROIC: 41% PE: 15x [--]. lululemon $LULU: ROIC: 40% PE: 12x [--]. Novo Nordisk $NVO: ROIC: 53% PE: 13x [--]. PDD Holdings $PDD: ROIC: 24% PE: 12x [--]. Crocs $CROX: ROIC: 31% PE: 7x [--]. Match Group $MTCH ROIC: 25% PE: 10x"  
[X Link](https://x.com/patientinvestor/status/1966845569344958885)  2025-09-13T12:45Z 46.9K followers, 96.5K engagements


"Signs of a top or a bottom:"  
[X Link](https://x.com/patientinvestor/status/1969757573206462960)  2025-09-21T13:36Z 46.9K followers, 126.3K engagements


"I used to avoid buying stocks near their highs thinking they were "too expensive" Then I realized most stocks hit new highs because the business is doing something right & most at new lows are doing something wrong. My best investments came when I stopped fearing strength"  
[X Link](https://x.com/patientinvestor/status/1974822827497824454)  2025-10-05T13:03Z 46.9K followers, 44.7K engagements


"Advanced Money Dispenser $AMD"  
[X Link](https://x.com/patientinvestor/status/1975159038141665552)  2025-10-06T11:19Z 46.9K followers, 30.1K engagements


"Revenue: +23% Cash from op: +66% Stock Price: -4% Amazon $AMZN"  
[X Link](https://x.com/patientinvestor/status/1975950365100318754)  2025-10-08T15:44Z 46.9K followers, 80.1K engagements


"The fear and greed index after a -1.4% crash"  
[X Link](https://x.com/patientinvestor/status/1976679146140086580)  2025-10-10T16:00Z 46.9K followers, 283.3K engagements


"Warren Buffett: "Some People Shouldn't Own Stocks At All""  
[X Link](https://x.com/patientinvestor/status/1976996212709408965)  2025-10-11T13:00Z 46.9K followers, 39.5K engagements


"This is how dead AWS is: $AMZN"  
[X Link](https://x.com/patientinvestor/status/1977094287667216895)  2025-10-11T19:29Z 46.9K followers, 111.7K engagements


"✅ [--] PE ✅ 11% EPS growth ✅ 97% Recurring Revenues ✅ 4% buyback yield ✅ little debt ✅ bad sentiment Adobe is one of the best risk/reward setup in this market. $ADBE"  
[X Link](https://x.com/patientinvestor/status/1977725154705719743)  2025-10-13T13:16Z 46.9K followers, 97.6K engagements


"Amazon Logistics is about to overtake USPS😳 NOTHING can disrupt this physical moat $AMZN"  
[X Link](https://x.com/patientinvestor/status/1978165351188697313)  2025-10-14T18:25Z 46.9K followers, 108.6K engagements


"@BeatTheInsider How are you all still missing $OUST I really don't get it I've seen hundreds of those lists and not a single one with OUST in it all those robotics companies NEED sensors"  
[X Link](https://x.com/patientinvestor/status/1978225792510308611)  2025-10-14T22:25Z 46.8K followers, [----] engagements


"Everything that Amazon owns: $AMZN"  
[X Link](https://x.com/patientinvestor/status/1979555639346016677)  2025-10-18T14:30Z 46.9K followers, 239.1K engagements


"The best risk/reward setups in this market today: Amazon $AMZN @ $213 MercadoLibre $MELI @ $2000 Adobe $ADBE @ $333 PayPal $PYPL @ $ @ $67 HIMS $HIMS @ $49 NovoNordisk $NVO @ $58 JD .com $JD @ $33 UBER $UBER @ $92 Copart $CPRT @ $44"  
[X Link](https://x.com/patientinvestor/status/1980257695346118696)  2025-10-20T13:00Z 46.9K followers, 79.8K engagements


"Stocks with 20%+ ROIC trading below 17x earnings: [--]. Adobe $ADBE: ROIC: 41% PE: 15x [--]. Novo Nordisk $NVO: ROIC: 53% PE: 14x [--]. lululemon $LULU: ROIC: 30% PE: 14x [--]. PayPal $PYL: ROIC: 21% PE: 12x [--]. PepsiCo $PEP ROIC: 21% PE: 17x"  
[X Link](https://x.com/patientinvestor/status/1981703470685253830)  2025-10-24T12:45Z 46.9K followers, 88.5K engagements


"BIG TECH Forward PE: Apple $AAPL: [--] PE Nvidia $NVDA: 34PE Microsoft $MSFT: [--] PE Amazon $AMZN: [--] PE Alphabet $GOOGL: [--] PE Meta $META: [--] PE"  
[X Link](https://x.com/patientinvestor/status/1983958616655982939)  2025-10-30T18:06Z 46.9K followers, 223.3K engagements


"Stocks with 20%+ ROIC trading below 17x earnings: [--]. Adobe $ADBE: ROIC: 41% PE: 15x [--]. Novo Nordisk $NVO: ROIC: 53% PE: 13x [--]. Crocs $CROX: ROIC: 30% PE: 7x [--]. NVR $NVR ROIC: 37% PE: 17x [--]. PayPal $PYPL: ROIC: 21% PE: 12x [--]. PepsiCo $PEP ROIC: 21% PE: 17x"  
[X Link](https://x.com/patientinvestor/status/1984636549229613321)  2025-11-01T15:00Z 46.9K followers, 87.7K engagements


"Top Cash Rich Stocks in the Market💰: Berkshire Hathaway $BRK.B: $381.7 Billion Microsoft $MSFT: $102 Billion Alphabet $GOOGL: $98 Billion Amazon $AMZN: $94 Billion Nvidia $NVDA: $56 Billion Apple $AAPL: $55 Billion Meta $META: $44 Billion Tesla $TSLA: $41 Billion"  
[X Link](https://x.com/patientinvestor/status/1984983843305382171)  2025-11-02T14:00Z 46.9K followers, 70.6K engagements


"I can't believe $META is now trading at 21x earnings"  
[X Link](https://x.com/patientinvestor/status/1986071164335141299)  2025-11-05T14:00Z 46.9K followers, 177.5K engagements


"What happened to Novo Nordisk $NVO"  
[X Link](https://x.com/patientinvestor/status/1986081985585205668)  2025-11-05T14:43Z 46.9K followers, 345.8K engagements


"This is why Duolingo is going down $DUOL:"  
[X Link](https://x.com/patientinvestor/status/1986198111560011838)  2025-11-05T22:25Z 46.9K followers, 139.2K engagements


""An investor needs only two things: cash and courage. Having only one of them is not enough""  
[X Link](https://x.com/patientinvestor/status/1986467817152041023)  2025-11-06T16:16Z 46.9K followers, 210.4K engagements


"I've never thought I'd see $NVO at [--] PE with patents not expiring before 2032"  
[X Link](https://x.com/patientinvestor/status/1988338091061637375)  2025-11-11T20:08Z 46.9K followers, 88.9K engagements


"Magnificent 7s Forward PE Ratios: $META: 20x $GOOGL: 26x $MSFT: 30x $AMZN: 31x $NVDA: 32x $AAPL: 33x $TSLA: 197x"  
[X Link](https://x.com/patientinvestor/status/1989694888347160767)  2025-11-15T14:00Z 46.9K followers, 209.5K engagements


"Stocks with 20%+ ROIC trading below 20x earnings: [--]. META $META: ROIC: 29% PE: 20x [--]. Adobe $ADBE: ROIC: 41% PE: 14x [--]. Novo Nordisk $NVO: ROIC: 53% PE: 12x [--]. lululemon $LULU ROIC: 40% PE: 14x [--]. Crocs $CROX: ROIC: 30% PE: 6x [--]. PayPal $PYPL: ROIC: 21% PE: 11x"  
[X Link](https://x.com/patientinvestor/status/1990056007255445855)  2025-11-16T13:55Z 46.9K followers, 169.9K engagements


"The best business models according to Morgan Stanley:"  
[X Link](https://x.com/patientinvestor/status/1995127473030226070)  2025-11-30T13:47Z 46.7K followers, 77.8K engagements


"@PronkDaniel Constellation energy $CEG"  
[X Link](https://x.com/patientinvestor/status/2009014019244618012)  2026-01-07T21:27Z 46.7K followers, [----] engagements


"EPS: +240% PE: 170x - 17x Stock Price: -0.27% Salesforce $CRM"  
[X Link](https://x.com/patientinvestor/status/2014344739085050325)  2026-01-22T14:29Z 46.8K followers, 22.6K engagements


"@NewcomerInvest $MAMA"  
[X Link](https://x.com/patientinvestor/status/2015254850955600349)  2026-01-25T02:46Z 46.9K followers, [----] engagements


"@MoS_Investing that's easy $Sand sandstorm gold"  
[X Link](https://x.com/patientinvestor/status/1629990779912347648)  2023-02-26T23:44Z 47K followers, [---] engagements


"It's crazy They never learn. $PLTR"  
[X Link](https://x.com/patientinvestor/status/1890841559064543325)  2025-02-15T19:12Z 47K followers, 104.5K engagements


"🚨Bitmine is now trading below liquidation value NAV Per Share: $29.74 Price Per Share: $27.15 MNAV: 0.92x $BMNR"  
[X Link](https://x.com/patientinvestor/status/2006818580617433126)  2026-01-01T20:03Z 47K followers, 34.5K engagements


"RT @patientinvestor: The fear and greed index after the -0.5% crash"  
[X Link](https://x.com/patientinvestor/status/2017392427347108335)  2026-01-31T00:20Z 47K followers, [--] engagements


"RT @patientinvestor: Magnificent 7s Forward PE Ratios: $META: 23x $MSFT: 24x $NVDA: 27x $GOOGL: 31x $AAPL: 31x $AMZN: 32x $TSLA: 197x http"  
[X Link](https://x.com/patientinvestor/status/2017688551823937729)  2026-01-31T19:56Z 47K followers, [--] engagements

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