[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.] #  @siyul Siyu Li Siyu Li posts on X about $val, business, $moh, $dltr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::15592917/interactions)  - X Week XXXXXX +65% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +13% - X Year XXXXXXXXX +164% ### Mentions: XX [#](/creator/twitter::15592917/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +33% - X Year XXX +46% ### Followers: XXXXX [#](/creator/twitter::15592917/followers)  - X Week XXXXX +0.88% - X Month XXXXX +1.90% - X Months XXXXX +24% - X Year XXXXX +58% ### CreatorRank: XXXXXXX [#](/creator/twitter::15592917/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) #3477 [finance](/list/finance) XXXX% [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$val](/topic/$val) #3, [business](/topic/business) 7.32%, [$moh](/topic/$moh) #1, [$dltr](/topic/$dltr) 4.88%, [$elv](/topic/$elv) #2, [$cnc](/topic/$cnc) #3, [if you](/topic/if-you) 4.88%, [nominate](/topic/nominate) 2.44%, [$db](/topic/$db) 2.44%, [$vno](/topic/$vno) XXXX% **Top accounts mentioned or mentioned by** [@fenmagne](/creator/undefined) [@paulcerro](/creator/undefined) [@ragingbullcap](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@fluctuscapital](/creator/undefined) [@fishtowncap](/creator/undefined) [@victaurs](/creator/undefined) [@whirlybard](/creator/undefined) [@1035capital](/creator/undefined) [@aureliusltd28](/creator/undefined) [@mariocibelli](/creator/undefined) [@sprucepointcap](/creator/undefined) [@ccmbrett](/creator/undefined) [@clarksquarecap](/creator/undefined) [@acapitallp](/creator/undefined) [@rippling](/creator/undefined) [@billcom](/creator/undefined) [@theziphyouq](/creator/undefined) [@brexhq](/creator/undefined) [@navan](/creator/undefined) **Top assets mentioned** [Validity (VAL)](/topic/$val) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Elevance Health Inc (ELV)](/topic/$elv) [Centene Corp (CNC)](/topic/$cnc) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Veno Finance (VNO)](/topic/$vno) [Golar LNG Ltd (GLNG)](/topic/$glng) [UnitedHealth Group (UNH)](/topic/$unh) [CVS Health Corp (CVS)](/topic/cvs) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Braintrust (BTRST)](/topic/braintrust) [Decentral Games (DG)](/topic/$dg) ### Top Social Posts Top posts by engagements in the last XX hours "Nominate a stock that has an intriguing setup but lacks a comprehensive / updated write-up that I shall give it a shot" [X Link](https://x.com/siyul/status/1953204877460685204) 2025-08-06T21:21Z 7892 followers, 18.2K engagements "Many "Under the Hood" portfolio winners were quality business sold at bargain price when the sector was max-hated. Some examples: 2022/23's GSI-B( $C $DB ) 2023's NYC REITs ( $VNO ) 2024's dollar stores ( $DLTR ) Early 2025's offshore drilling ( $VAL ) today I bring it to you the next one: Gov't sponsored Healthcare Insurers" [X Link](https://x.com/siyul/status/1996634660453986665) 2025-12-04T17:36Z 7892 followers, 6074 engagements "$GLNG Some intriguing development today. YPF's Vaca Muerta has massive natural gas reserves and has X large-scale projects. Golar/YPF is its LNG Phase I (6Mtpa Hilli and MKII). Shell was YPF's LNG Phase II partner. Shell announced today that it will exit the project prompting YPF to seek a new partner. "LNG Phase II" has 2030-31 online timeline matching Golar's pipeline (1 in production at least X in planning) well. What's the odds that it goes to Golar again Today $GLNG $XX attractively priced at the same level as b4 its YPF LNG1 announcement" [X Link](https://x.com/siyul/status/1996761054429233198) 2025-12-05T01:58Z 7892 followers, 10.7K engagements "For a fun Friday night🎇 share your best US-listed idea with a tagline pitch and I will offer my best-effort pushback or say you are right. Just tonight" [X Link](https://x.com/siyul/status/1997065883865231788) 2025-12-05T22:09Z 7892 followers, 5599 engagements "Among 50+ ideas from my best ideas for 'YTD underperformers' thread I find $LODE the most intriguing. Over the last X weeks I reviewed SEC filings studied the industry setup exchanged thoughts with several involved investors and spoke with the CEO. I could easily write a '100 page' but I don't like long ones. I compiled the most relevant info into XX pages available at "Under the Hood" (link in bio) today. My special thanks to @whirlybard @1035_Capital for your insights your excellent write-ups and your openness to hear my pushback again and again lol. Disclaimer: I started a position in $LODE" [X Link](https://x.com/siyul/status/1977425186380005825) 2025-10-12T17:24Z 7891 followers, 65.2K engagements "Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed top players $UNH $ELV $CNC $MOH $CVS and what I'm buying now (what I sold to fund) Available at "Under the Hood" link in bio" [X Link](https://x.com/siyul/status/1996594519324701125) 2025-12-04T14:56Z 7892 followers, 8156 engagements "If you already addressed it in your write-up pls point it out to me. The short report goes: "ABL claims to pay more than its competitors. Most of its competitors earn around 9-12% IRR and ABL claims XX% IRR." Without diving into details on the surface it makes sense to me it is a competitive and a relatively low-moat business 9-12% sounds more reasonable than XX% IRR. lmk what I miss" [X Link](https://x.com/siyul/status/1997115262798029246) 2025-12-06T01:25Z 7891 followers, XXX engagements "Are Healthcare Insurers Value or Value Trap today $CNC $MOH and $ELV have fallen 30-60% since EoY23 max hated by the mkt esp. those with heavy gov't healthcare exposure. They are easy to hate. Declining memberships deteriorating margins political dramas (on the chopping block under Trump's X post every other day) and many reasons to argue they are Value Traps. The variant views: 1Govt-sponsored healthcare has increased its share over the years (vs. employers or consumer out-of-pocket). 2Insurers play a vital role and are predictable businesses with a steady margin. 3They face a few one-time" [X Link](https://x.com/siyul/status/1997693269946323055) 2025-12-07T15:42Z 7892 followers, 4313 engagements "$RELY Remitly has been on my watchlist for a while. I said I might take a serious look if it $15/share. Well it arrives today and now it's $12-13. I don't have an informed view. If anyone gets some insights/opinion would love to hear. Might add a bit of spice to a bull vs bear discovery. bull case from Mario @mario_cibelli vs bear case from @sprucepointcap" [X Link](https://x.com/siyul/status/1986509065506209890) 2025-11-06T19:00Z 7864 followers, 4599 engagements "Agreed. In my view a subscription is not just about ideas but about access to a braintrust that dedicates its efforts to providing reliable/intelligent information to help you make better investment/portfolio decisions. In my experience (running a service) the braintrust part is hard; it is intangible and takes time and effort to earn especially online" [X Link](https://x.com/siyul/status/1995673065519489486) 2025-12-02T01:55Z 7867 followers, XXX engagements ""Good business bought at low price" strategy continues to do well at "Under the Hood" (UTH) the core account finished a strong November and now has XX positive monthly returns out of XX. What contributed to Nov outsized return is mostly from gold/silver mining $ARMN $USAS a community bank $FFIC all highlighted at UTH. No AI darlings or meme stocks" [X Link](https://x.com/siyul/status/1995887935091036478) 2025-12-02T16:09Z 7866 followers, 4972 engagements "@FishtownCap @victaurs May I say you both are right" [X Link](https://x.com/siyul/status/1997014813008863372) 2025-12-05T18:46Z 7866 followers, XX engagements "My friend @Fenmagne reminds me of another 2x pick in $DLTR from March. 2025 has been a monster so far" [X Link](https://x.com/siyul/status/1997040500709192100) 2025-12-05T20:28Z 7863 followers, 1825 engagements "@SFarringtonBKC 10x here 10x there. Really" [X Link](https://x.com/siyul/status/1997014931841991013) 2025-12-05T18:47Z 7879 followers, XXX engagements "What's your best idea that has a negative YTD performance Ideally 2-3 sentences explaining. When everyone is victory dancing their multi-baggers I want to hear from folks with conviction and doubling down on their underperformers" [X Link](https://x.com/siyul/status/1969459637637562625) 2025-09-20T17:52Z 7886 followers, 105.9K engagements "$VAL at $XX 52WH nearly a double from early March when I pounded the table👇. Well the truth is I first pounded the table in late Feb at $36-37 with a write-up calling it my pick of 2025 for "Quality Biz at a temp Distress" only to see it drop XX% in a week. So I wasn't feeling like a hero when I pounded the table again but I was glad not to let price shake my conviction. This week I exited 1/3 of $VAL and built a new position in a healthcare insurer my current best idea for "Quality Biz at a Temp Distress". See my yday writeup at "Under the Hood" for details. Link in bio" [X Link](https://x.com/siyul/status/1996970180400877583) 2025-12-05T15:49Z 7886 followers, 7603 engagements "I asked for the best ideas for "YTD underperformers" category. I'm floored by the quantity and quality of the replies. 50+ ideas I'm still organizing. Here is the 1st batch. Enjoy and thanks for your contributions" [X Link](https://x.com/siyul/status/1970219885415563744) 2025-09-22T20:13Z 7891 followers, 96.6K engagements "Position Updates I'm selling 1/3 of $VAL ($58)and buying $MOH the 6th-largest gov't healthcare insurer as discussed in the latest s/s write-up. Offshore investing sentiment improved bigly (even w/o oil price recovery) leading to XXX% rebound from March lows imo a bit over the ski for now. The sentiment towards $MOH (and other gov't healthcare) is understandably yet unjustifiably low as I laid out my variant view in the article. One thing I learnt is that Position adjustment is as important if not more than company analysis for overall portfolio performance" [X Link](https://x.com/siyul/status/1998148978001449190) 2025-12-08T21:53Z 7892 followers, 5966 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.]
@siyul Siyu Li
Siyu Li posts on X about $val, business, $moh, $dltr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +65%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +13%
- X Year XXXXXXXXX +164%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +33%
- X Year XXX +46%
Followers: XXXXX #
- X Week XXXXX +0.88%
- X Month XXXXX +1.90%
- X Months XXXXX +24%
- X Year XXXXX +58%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXX% cryptocurrencies #3477 finance XXXX% currencies XXXX% social networks XXXX% technology brands XXXX%
Social topic influence $val #3, business 7.32%, $moh #1, $dltr 4.88%, $elv #2, $cnc #3, if you 4.88%, nominate 2.44%, $db 2.44%, $vno XXXX%
Top accounts mentioned or mentioned by @fenmagne @paulcerro @ragingbullcap @sfarringtonbkc @fluctuscapital @fishtowncap @victaurs @whirlybard @1035capital @aureliusltd28 @mariocibelli @sprucepointcap @ccmbrett @clarksquarecap @acapitallp @rippling @billcom @theziphyouq @brexhq @navan
Top assets mentioned Validity (VAL) Molina Healthcare, Inc. (MOH) Dollar Tree Inc (DLTR) Elevance Health Inc (ELV) Centene Corp (CNC) Deutsche Bank Aktiengesellschaft (DB) Veno Finance (VNO) Golar LNG Ltd (GLNG) UnitedHealth Group (UNH) CVS Health Corp (CVS) Remitly Global, Inc. Common Stock (RELY) Braintrust (BTRST) Decentral Games (DG)
Top Social Posts
Top posts by engagements in the last XX hours
"Nominate a stock that has an intriguing setup but lacks a comprehensive / updated write-up that I shall give it a shot"
X Link 2025-08-06T21:21Z 7892 followers, 18.2K engagements
"Many "Under the Hood" portfolio winners were quality business sold at bargain price when the sector was max-hated. Some examples: 2022/23's GSI-B( $C $DB ) 2023's NYC REITs ( $VNO ) 2024's dollar stores ( $DLTR ) Early 2025's offshore drilling ( $VAL ) today I bring it to you the next one: Gov't sponsored Healthcare Insurers"
X Link 2025-12-04T17:36Z 7892 followers, 6074 engagements
"$GLNG Some intriguing development today. YPF's Vaca Muerta has massive natural gas reserves and has X large-scale projects. Golar/YPF is its LNG Phase I (6Mtpa Hilli and MKII). Shell was YPF's LNG Phase II partner. Shell announced today that it will exit the project prompting YPF to seek a new partner. "LNG Phase II" has 2030-31 online timeline matching Golar's pipeline (1 in production at least X in planning) well. What's the odds that it goes to Golar again Today $GLNG $XX attractively priced at the same level as b4 its YPF LNG1 announcement"
X Link 2025-12-05T01:58Z 7892 followers, 10.7K engagements
"For a fun Friday night🎇 share your best US-listed idea with a tagline pitch and I will offer my best-effort pushback or say you are right. Just tonight"
X Link 2025-12-05T22:09Z 7892 followers, 5599 engagements
"Among 50+ ideas from my best ideas for 'YTD underperformers' thread I find $LODE the most intriguing. Over the last X weeks I reviewed SEC filings studied the industry setup exchanged thoughts with several involved investors and spoke with the CEO. I could easily write a '100 page' but I don't like long ones. I compiled the most relevant info into XX pages available at "Under the Hood" (link in bio) today. My special thanks to @whirlybard @1035_Capital for your insights your excellent write-ups and your openness to hear my pushback again and again lol. Disclaimer: I started a position in $LODE"
X Link 2025-10-12T17:24Z 7891 followers, 65.2K engagements
"Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed top players $UNH $ELV $CNC $MOH $CVS and what I'm buying now (what I sold to fund) Available at "Under the Hood" link in bio"
X Link 2025-12-04T14:56Z 7892 followers, 8156 engagements
"If you already addressed it in your write-up pls point it out to me. The short report goes: "ABL claims to pay more than its competitors. Most of its competitors earn around 9-12% IRR and ABL claims XX% IRR." Without diving into details on the surface it makes sense to me it is a competitive and a relatively low-moat business 9-12% sounds more reasonable than XX% IRR. lmk what I miss"
X Link 2025-12-06T01:25Z 7891 followers, XXX engagements
"Are Healthcare Insurers Value or Value Trap today $CNC $MOH and $ELV have fallen 30-60% since EoY23 max hated by the mkt esp. those with heavy gov't healthcare exposure. They are easy to hate. Declining memberships deteriorating margins political dramas (on the chopping block under Trump's X post every other day) and many reasons to argue they are Value Traps. The variant views: 1Govt-sponsored healthcare has increased its share over the years (vs. employers or consumer out-of-pocket). 2Insurers play a vital role and are predictable businesses with a steady margin. 3They face a few one-time"
X Link 2025-12-07T15:42Z 7892 followers, 4313 engagements
"$RELY Remitly has been on my watchlist for a while. I said I might take a serious look if it $15/share. Well it arrives today and now it's $12-13. I don't have an informed view. If anyone gets some insights/opinion would love to hear. Might add a bit of spice to a bull vs bear discovery. bull case from Mario @mario_cibelli vs bear case from @sprucepointcap"
X Link 2025-11-06T19:00Z 7864 followers, 4599 engagements
"Agreed. In my view a subscription is not just about ideas but about access to a braintrust that dedicates its efforts to providing reliable/intelligent information to help you make better investment/portfolio decisions. In my experience (running a service) the braintrust part is hard; it is intangible and takes time and effort to earn especially online"
X Link 2025-12-02T01:55Z 7867 followers, XXX engagements
""Good business bought at low price" strategy continues to do well at "Under the Hood" (UTH) the core account finished a strong November and now has XX positive monthly returns out of XX. What contributed to Nov outsized return is mostly from gold/silver mining $ARMN $USAS a community bank $FFIC all highlighted at UTH. No AI darlings or meme stocks"
X Link 2025-12-02T16:09Z 7866 followers, 4972 engagements
"@FishtownCap @victaurs May I say you both are right"
X Link 2025-12-05T18:46Z 7866 followers, XX engagements
"My friend @Fenmagne reminds me of another 2x pick in $DLTR from March. 2025 has been a monster so far"
X Link 2025-12-05T20:28Z 7863 followers, 1825 engagements
"@SFarringtonBKC 10x here 10x there. Really"
X Link 2025-12-05T18:47Z 7879 followers, XXX engagements
"What's your best idea that has a negative YTD performance Ideally 2-3 sentences explaining. When everyone is victory dancing their multi-baggers I want to hear from folks with conviction and doubling down on their underperformers"
X Link 2025-09-20T17:52Z 7886 followers, 105.9K engagements
"$VAL at $XX 52WH nearly a double from early March when I pounded the table👇. Well the truth is I first pounded the table in late Feb at $36-37 with a write-up calling it my pick of 2025 for "Quality Biz at a temp Distress" only to see it drop XX% in a week. So I wasn't feeling like a hero when I pounded the table again but I was glad not to let price shake my conviction. This week I exited 1/3 of $VAL and built a new position in a healthcare insurer my current best idea for "Quality Biz at a Temp Distress". See my yday writeup at "Under the Hood" for details. Link in bio"
X Link 2025-12-05T15:49Z 7886 followers, 7603 engagements
"I asked for the best ideas for "YTD underperformers" category. I'm floored by the quantity and quality of the replies. 50+ ideas I'm still organizing. Here is the 1st batch. Enjoy and thanks for your contributions"
X Link 2025-09-22T20:13Z 7891 followers, 96.6K engagements
"Position Updates I'm selling 1/3 of $VAL ($58)and buying $MOH the 6th-largest gov't healthcare insurer as discussed in the latest s/s write-up. Offshore investing sentiment improved bigly (even w/o oil price recovery) leading to XXX% rebound from March lows imo a bit over the ski for now. The sentiment towards $MOH (and other gov't healthcare) is understandably yet unjustifiably low as I laid out my variant view in the article. One thing I learnt is that Position adjustment is as important if not more than company analysis for overall portfolio performance"
X Link 2025-12-08T21:53Z 7892 followers, 5966 engagements