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# ![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1671992086424432640.png) @thexcapitalist Oguz O. | 𝕏 Capitalist 💸

The market is experiencing a mix of sentiments, with some investors warning of a potential downturn due to high valuations and others remaining bullish on certain stocks. Energy and data center stocks are gaining attention, with some analysts predicting a surge in demand for energy storage and data center capacity due to the growth of AI. Several stocks, including $nvo, $lmnd, and $oscr, are being highlighted as potential opportunities due to their growth prospects and competitive advantages.

### Engagements: XXXXXXX [#](/creator/twitter::1671992086424432640/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1671992086424432640/c:line/m:interactions.svg)

- X Week XXXXXXXXX -X%
- X Month XXXXXXXXX +77%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXXX +201%

### Mentions: XX [#](/creator/twitter::1671992086424432640/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1671992086424432640/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +2.80%
- X Months XXXXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::1671992086424432640/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1671992086424432640/c:line/m:followers.svg)

- X Week XXXXXXX +0.41%
- X Month XXXXXXX +4.40%
- X Months XXXXXXX +30%
- X Year XXXXXXX +216%

### CreatorRank: XXXXXXX [#](/creator/twitter::1671992086424432640/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1671992086424432640/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1147 [finance](/list/finance)  #3602 [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #776 [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[ai](/topic/ai) #4432, [stocks](/topic/stocks) #2185, [$amzn](/topic/$amzn) #2, [ceo](/topic/ceo) #2453, [$nvda](/topic/$nvda) #775, [open ai](/topic/open-ai) #1112, [target](/topic/target) #2642, [$ttd](/topic/$ttd) #2, [$oscr](/topic/$oscr) #2, [business](/topic/business) #1198

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@welltrending](/creator/undefined) [@jdonovan42](/creator/undefined) [@valuationedge_](/creator/undefined) [@grok](/creator/undefined) [@bedurion](/creator/undefined) [@ari_kerizsadewa](/creator/undefined) [@number1invest_](/creator/undefined) [@lahorib33644486](/creator/undefined) [@f28x5](/creator/undefined) [@therealdonaldc3](/creator/undefined) [@ich4_key](/creator/undefined) [@sama](/creator/undefined) [@openai](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@danielisdizzy](/creator/undefined) [@prosperiaxnews](/creator/undefined) [@elneneloco813](/creator/undefined) [@kumar609](/creator/undefined) [@lookatdataus](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Constellation Energy Corp (CEG)](/topic/$ceg) [Energy Transfer, LP. (ET)](/topic/$et) [Novo-Nordisk (NVO)](/topic/$nvo) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [NextEra Energy Inc (NEE)](/topic/$nee) [Sei (SEI)](/topic/$sei) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [UnitedHealth Group (UNH)](/topic/$unh) [Interlay (INTR)](/topic/$intr) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Eli Lilly and Company (LLY)](/topic/$lly) [Morgan Stanley (MS)](/topic/morgan-stanley) [NuCypher (NU)](/topic/$nu) [MercadoLibre Inc (MELI)](/topic/$meli) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Oracle Corporation (ORCL)](/topic/$orcl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metadium (META)](/topic/$meta) [501 (23)](/topic/$23) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Microsoft Corp. (MSFT)](/topic/$msft) [IBM (IBM)](/topic/ibm) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [GE Vernova Inc. (GEV)](/topic/$gev) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Arista Networks Inc (ANET)](/topic/$anet) [Coldstack (CLS)](/topic/$cls) [Fabrinet (FN)](/topic/$fn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [IREN Limited (IREN)](/topic/$iren) [Generac Holdings Inc. (GNRC)](/topic/$gnrc)
### Top Social Posts
Top posts by engagements in the last XX hours

"$OSCR The CEO targets $45-$55 stock price in 2026. Math is simple: XXX% net margin gets 0.5x sales multiple in insurance and X% gets 1x sales. For 2026 they're targeting $XX billion in revenue and X% net margin. It's doable given the ACA extension is coming. Long $OSCR"  
[X Link](https://x.com/thexcapitalist/status/1993343844356964744)  2025-11-25T15:39Z 106.7K followers, 138.6K engagements


"Michael Burry posts Sell in January 2023. Two months later he says I was wrong to say sell. Now he says short $NVDA. Why wouldnt he say I was wrong to short Nvidia two months later His every sell signal has been wrong since literally like 2008"  
[X Link](https://x.com/thexcapitalist/status/1996835120985378845)  2025-12-05T06:52Z 106.7K followers, 21.7K engagements


"$NVO just announced very nice trial results for Amycretin. It delivered XX% weight loss in XX weeks in people with Type X diabetes while $LLY Tirzepatide delivers XX% in XX weeks. Meanwhile the stock is still where it was when Wegovy was launched in 2021. Long $NVO"  
[X Link](https://x.com/thexcapitalist/status/1993303287043703236)  2025-11-25T12:58Z 106.7K followers, 77.4K engagements


"The big bottleneck in AI is not hardware anymore its energy. Jensen Huang just said it openly. Morgan Stanley predicts that the US can face up to XX GW power shortfall by 2028. Dont skip on energy its the real AI trade. $CEG $FLNC $NEE $SEI $ET $BEP"  
[X Link](https://x.com/thexcapitalist/status/1996312322407641341)  2025-12-03T20:15Z 106.7K followers, 206.3K engagements


"Export bans on AI chips to China have done more harm than good. They urged China to push harder for self-sufficiency in chip technology. $NVDA share in China's AI chip market will drop from XX% this year to just X% next year while the share of homemade chips will reach 70%"  
[X Link](https://x.com/thexcapitalist/status/1997989411254862004)  2025-12-08T11:19Z 106.7K followers, 10.4K engagements


"3/ $AMZN isn't as exposed to OpenAI's business risk as other players. OpenAI has been a major driver of revenue for $MSFT since late 2022 and commitments from OpenAI make up a large part of the backlog. This means that Azure's growth will take a big hit if OpenAI fails. Amazon's AWS on the other hand isn't exposed to any concentration risk yet its growth is accelerating"  
[X Link](https://x.com/thexcapitalist/status/1998068136952614990)  2025-12-08T16:32Z 106.7K followers, 2417 engagements


"Chris Davis increased his $UNH position again last quarter. He now holds XXXX million shares at an average price of $XXX per share. He is not an ordinary money manager he is one of the greatest value investors alive. When he does something we pay attention"  
[X Link](https://x.com/thexcapitalist/status/1988695315973828659)  2025-11-12T19:48Z 106.7K followers, 80.5K engagements


"7. $INTR - X Year Revenue CAGR: XX% - Forward P/E: XX - Buy Price: $X $INTR is the second-largest neobank in Brazil after NuBank and it's been growing extremely fast. It's taking market share from legacy players in Brazil and has just entered Argentina. Argentina is a big opportunity for $INTR as $NU isn't active in the country. I believe they'll pursue the strategy of entering countries where $NU isn't active and try to dominate the market. Its fundamentals are strong but the stock is trading at just 9x 2027 earnings despite analysts' high growth expectations which signals distrust in"  
[X Link](https://x.com/thexcapitalist/status/1990521314726002880)  2025-11-17T20:43Z 106.7K followers, 18.6K engagements


"Ray Dalio said we are in a bubble but we need something to prick it for it to deflate. This is what pricks it. Japan has just approved a $XXX billion stimulus package while the Yen is at its weakest in a year. They'll have to hike rates eventually and those who borrowed Yen and bought US stocks will have to exit their positions to cover increased borrowing costs a classic unwind of the carry trade. Time to get defensive rather than offensive. You should still buy no-brainers if the market gives them away for cheap but be careful keep your cash pile large and your systematic risk exposure low"  
[X Link](https://x.com/thexcapitalist/status/1991872624167706831)  2025-11-21T14:13Z 106.7K followers, 1.6M engagements


"2. $MELI 5-Year Revenue CAGR: XX% Price Target: $2400 Forward P/E: XX Mercadolibre is literally trading at its lowest valuation despite neck-breaking growth in the last X years. Marketplace is still growing XX% YoY but I think the real star is its fintech arm. Fintech is growing XX% and assets under management grew a staggering XX% YoY. Fintech now makes up XX% of all revenue and it's expected to surpass e-commerce in the next 2-3 years. As a result margins will significantly expand and its moat will get even stronger as its fintech-marketplace ecosystem will lock in both merchants and"  
[X Link](https://x.com/thexcapitalist/status/1995510931657224578)  2025-12-01T15:10Z 106.7K followers, 14.9K engagements


"$IBM CEO makes the no-nonsense case for the AI bubble. This is what I've been trying to explain for so long. The bubble isn't specifically about $NVDA or its accounting practices as Michael Burry would have it appear. It's an ROI problem. There's no way there'll be adequate ROI on the infrastructure buildout we're seeing today. It resembles the fiber-optic cable boom of the 2000s and remember that telecom companies never achieved meaningful ROI on those massive investments"  
[X Link](https://x.com/thexcapitalist/status/1995857062614503596)  2025-12-02T14:06Z 106.7K followers, 56.5K engagements


"Sam Altman literally thought ChatGPT would forever dominate the LLM market. He thought this while $GOOG was generating OpenAI's entire funding in free cash flow each year. I am sorry but he is really not the visionary he claims to be"  
[X Link](https://x.com/thexcapitalist/status/1995864594582290933)  2025-12-02T14:36Z 106.7K followers, 16.6K engagements


"1/ $TTD was once a market darling now it's getting garbage treatment. Yet the growth is still strong they are ramping up buybacks and net margin is expanding. Here is why it can easily double from here: 🧵"  
[X Link](https://x.com/thexcapitalist/status/1995886978324381881)  2025-12-02T16:05Z 106.7K followers, 23.3K engagements


"2/ Let's set the stage first. Most people don't actually understand what $TTD does. It's basically operating a demand-side platform (DSP) through which customers can serve ads throughout the whole internet and monitor their campaigns. Hear it from the CEO Jeff Green:"  
[X Link](https://x.com/thexcapitalist/status/1995886982929727633)  2025-12-02T16:05Z 106.7K followers, 3719 engagements


"We might get a big sell-off in the US market if Japan raises interest rates. They approved a stimulus because they finally have positive inflation so companies can invest and grow and people are better off spending then saving. They dont want to lose it. But they are also considering raising rates because their Debt/GDP ratio is above XXX% and the central bank cant print money at no cost anymore as inflation isnt X. Thus any increase in government bond yields skyrockets their interest payment and yields are surging as investors are pricing higher inflation due to stimulus and internal"  
[X Link](https://x.com/thexcapitalist/status/1996213504131334403)  2025-12-03T13:42Z 106.7K followers, 204.2K engagements


"Cost of using AI models has collapsed according to JP Morgan. While this is good for the diffusion of the technology it doesnt bode well for the foundational model providers as it signals commoditization. Remaining margins will be competed away once the model development flatlines. Value creation will shift to the application layer and big AI labs supplying foundational models will be more like internet service providers. The technology itself will get occasional upgrades (like we had in telecom with 3G 4G 5G) but it wont be exclusive to any model provider so itll remain as a commodity. I"  
[X Link](https://x.com/thexcapitalist/status/1996582818709733617)  2025-12-04T14:10Z 106.7K followers, 41.1K engagements


"$NVO Several catalysts ahead. It is launching Wegovy in India. Its a huge market with over XXX million obese people. FDA is also expected to make a decision about oral Wegovy this month. Stock is still at 12x fwd earnings. Downside is limited upside is substantial"  
[X Link](https://x.com/thexcapitalist/status/1996643420098777469)  2025-12-04T18:11Z 106.7K followers, 54K engagements


"This is dangerous. Excluding the Magnificent X the rally is driven largely by no-revenue and no-profit stocks while the rest of the market is stagnant. There is no ground below us supporting the valuations. If something goes wrong the correction could be pretty deep"  
[X Link](https://x.com/thexcapitalist/status/1997932881604436302)  2025-12-08T07:34Z 106.7K followers, 51.9K engagements


"4/ AWS acceleration will continue. SemiAnalysis expects that growth will reaccelerate to over XX% next year as Anthropic's two gigawatt-scale clusters reach full capacity. Even if we assume just XX% annual growth in AWS for the next X years this business will generate nearly $XXX billion in revenue. Assuming XX% net margin and 25x exit multiple we'll get a $XXX trillion market cap just from this segment"  
[X Link](https://x.com/thexcapitalist/status/1998068141138579862)  2025-12-08T16:32Z 106.7K followers, 1978 engagements


"$AMZN cloud business is now at $XXX billion run rate. Assuming just XX% annual growth itll generate $XXX billion in 2030. At XX% net margin and 25x exit multiple itll be valued at $XXXX trillion. $AMZN total market cap today is $XXX trillion. Criminally undervalued"  
[X Link](https://x.com/thexcapitalist/status/1998100970882867473)  2025-12-08T18:42Z 106.7K followers, 146K engagements


"This is just insane. Information technology now makes up XX% of the S&P XXX Energy on the other hand makes up just XXX% of the index despite being the real bottleneck in AI development. There is a massive opportunity in energy. $FLNC $CEG $BEP $ET $SEI $NEE"  
[X Link](https://x.com/thexcapitalist/status/1998303351189176645)  2025-12-09T08:07Z 106.7K followers, 41.7K engagements


"This is why $AMZN is my top foundational stock pick for the next X years. High-margin businesses are growing faster than low-margin ones driving significant margin expansion. Imagine revising valuation models by using XX% net margin instead of 10%. Long $AMZN"  
[X Link](https://x.com/thexcapitalist/status/1998403109534478347)  2025-12-09T14:43Z 106.7K followers, 23K engagements


"9. $ADYEY - Forward P/E: XX - Operating Margin: XX% - X Year Revenue CAGR: XX% European Stripe that is better suited for midsize or large companies with multiple sales channels than Stripe. As the share of digital payments among all payments keeps increasing it's growth may accelerate"  
[X Link](https://x.com/thexcapitalist/status/1890421351220940978)  2025-02-14T15:22Z 106.6K followers, 9721 engagements


"10. $WISE.L - Forward P/E: XX - Operating margin: XX% - X Year Revenue CAGR: XX% International neobank that is preferred by those who want to cheaply move money internationally. Trading at a very attractive price despite the blockbuster revenue growth"  
[X Link](https://x.com/thexcapitalist/status/1890421355008397646)  2025-02-14T15:22Z 106.6K followers, 14.3K engagements


"3/ $ASML P/E Ratio: XXXX Return on Capital: XXXX% 5-Year Revenue CAGR: XXXX% It's the sole manufacturer of the Extreme Ultraviolet Lithography Machines for cutting-edge chip manufacturing. It'll benefit from the skyrocketing chip demand as foundries like TSMC and Samsung are building new plants to meet the demand. ASML is the sole supplier of EUVL machines for these new plants. As foundries announce new projects their future outlook will become increasingly brighter. It's at an attractive price relative to its historical valuation"  
[X Link](https://x.com/thexcapitalist/status/1959938329769652490)  2025-08-25T11:18Z 106.6K followers, 26.4K engagements


"4/ $NU P/E Ratio: XX Return on Equity: XX% 5-Year Revenue CAGR: XX% It's the largest digital bank in the world that is still growing extremely fast. Valuation took a hit last year as the Brazilian Real dipped against the USD but has recovered since then. It is rapidly expanding in Colombia and Mexico with entry to Argentina imminent. It'll also benefit from the weaker USD as the FED is preparing for rate cuts"  
[X Link](https://x.com/thexcapitalist/status/1959938333829722304)  2025-08-25T11:18Z 106.6K followers, 26.8K engagements


"Demand for compute capacity is off the roof and its not slowing down anytime soon. Here are XX stocks that will massively benefit from the AI gold rush: Cloud $NBIS $CRWV $IREN $ORCL Energy $ET $CEG $GEV $GNRC Cooling $VRT $SBGSF $ETN $PPIH Networking $ALAB $ANET $CLS $FN Chips $NVDA $AMD $AVGO $MRVL What else would you add"  
[X Link](https://x.com/thexcapitalist/status/1966143598627291478)  2025-09-11T14:15Z 106.6K followers, 73.2K engagements


"7. $INPST.AS Forward P/E: XX 5-year Revenue CAGR: XX% Year-to-date Drawdown: XXXX% The leading parcel locker operator in Europe. It's dominating Poland and rapidly expanding its locker network in Europe and the UK. The stock is currently having one of its largest drawdowns due to two main reasons: - Legal troubles with its recent acquisitions. - Competition from its biggest customer in Poland. The first one is about ot get resolved as the British High Court didn't issue an injunction and allowed it to carry on the restructuring of Yodel its recent acquisition. Second is due to the competition"  
[X Link](https://x.com/thexcapitalist/status/1970456172382523432)  2025-09-23T11:52Z 106.5K followers, 9098 engagements


"OpenAI expects its energy capacity will grow 125x in the next X years. Itll consume more energy than India. Yet the market is so focused on data center stocks that it completely ignores the energy. The real AI play is energy. $CEG $FLNC $NEE $ET $BEP $SEI"  
[X Link](https://x.com/thexcapitalist/status/1971884352863969619)  2025-09-27T10:27Z 106.7K followers, 135K engagements


"The market is near all-time highs yet there are still attractive opportunities. Here are XX high-quality undervalued stocks I am watching now: 🧵 X. $UNH - X Year Revenue CAGR: XX% - Return on Investment: XX% - Forward P/E: XX The healthcare industry as a whole mispredicted the activity rates and medical inflation this year resulting in reduced operating margins. This effect was even stronger for $UNH as they absorbed over 700000 customers who bounced from other providers at the beginning of the year. Yet they are poised to overcome these headwinds: - They are raising the prices for 2026. -"  
[X Link](https://x.com/thexcapitalist/status/1972642963063775310)  2025-09-29T12:41Z 106.6K followers, 100.7K engagements


"9. $GRG.L - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX Greggs is the leading bakery chain in the UK. It recently suffered from extreme weather conditions last year which resulted in reduced foot traffic. Yet all the business metrics are going in the right direction: It's growing double digits planning to grow the store count from 2600 now to 3600 by 2034 and it's generating very high return on equity. I think XX times forward earnings is extremely cheap for such a healthy-growing market-leading business"  
[X Link](https://x.com/thexcapitalist/status/1972642998098731384)  2025-09-29T12:41Z 106.5K followers, 8739 engagements


"10. $INPST.AS - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX InPost is one of my highest conviction picks right now. It's the leading parcel delivery network in Europe and it's rapidly expanding in the UK. Its acquisition of Yodel a UK logistics company was stopped early this year leading to a decline in stock price. That issue is solved now but the competition from its biggest customer in Poland Allegro keeps the stock under pressure. Even if it loses all the Allegro revenue it'll be at most XX% hit to the top-line which will be compensated easily by rapid growth in the"  
[X Link](https://x.com/thexcapitalist/status/1972643002410549693)  2025-09-29T12:41Z 106.5K followers, 17.6K engagements


"I just have one question: How is OpenAI planning to reach $XXX billion revenue by 2027 while losing to Anthropic in the enterprise market"  
[X Link](https://x.com/thexcapitalist/status/1984858364623704523)  2025-11-02T05:41Z 106.5K followers, 93.8K engagements


"$DUOL When your sequential growth drops from XX% to X% in a year thats a problem. Its an even bigger problem if your business may be disrupted by AI. Of course it can reaccelerate from here but this profile doesnt deserve 50x fwd earnings. Ill be interested under $160"  
[X Link](https://x.com/thexcapitalist/status/1986516572584751533)  2025-11-06T19:30Z 106.5K followers, 32.2K engagements


"$DLO with an impressive triple beat: Revenue: $282.5M vs. est $262M ✅ Adj. EBITDA: $71.7M vs est $69.1M ✅ GAAP EPS: $XXXX vs est $XXXX ✅ The stock is down because take rate declined from XXXX% to 0.99%. The market has to stop obsessing with the take rate TPV volume more than makes up for the take rate compression. When it comes to payment gateways take rates will always be competitive what actually matters are: - Ability to profitably offer low take rates - Grow TPV while doing that $DLO is doing both of these. Very impressive quarter the stock remains undervalued"  
[X Link](https://x.com/thexcapitalist/status/1988723485821288619)  2025-11-12T21:40Z 106.5K followers, 41.8K engagements


"$DLO Annihilates the guidance but the stock is down by X% because take rate drops by just X bps. If it goes up X bps next quarter will the Wall Street double down again This is the Wall Street stupidity you are racing against. Just take the long view and youll win"  
[X Link](https://x.com/thexcapitalist/status/1988980205197668758)  2025-11-13T14:40Z 106.5K followers, 16.4K engagements


"Here are XX stocks I'll be buying if this pullback gets deeper: 🧵 X. $META - X Year Revenue CAGR: XX% - Forward P/E: XX - Buy Price: $XXX The company has delivered a strong top-line growth in the next X years and I think it'll stay this way as they have started monetizing WhatsApp. However the problem is that elevated capex has already started eating away at its bottom line as a portion of R&D is likely buried in SG&A expenses. The stock got hammered down by XX% last time this happened and there is a serious risk this might happen again. It'll be valued at just 19x forward earnings if it"  
[X Link](https://x.com/thexcapitalist/status/1990521286494425536)  2025-11-17T20:43Z 106.6K followers, 198.8K engagements


"6. $OSCR - X Year Revenue CAGR: XX% - Buy Price: $XX There is currently a big gap between the analyst estimates and the management's guidance. The management is guiding for $X EPS in 2027 without ACA extension while analysts are seeing only $X for the year and they think the revenue will shrink next year. I don't think revenue will shrink without the ACA subsidy extension; it'll slow down but shrink is a long shot I believe. Even if we assume just $X EPS for 2027 it's now trading at 14x 2027 earnings which I believe is fair for a health insurer but extremely low for company growth company"  
[X Link](https://x.com/thexcapitalist/status/1990521310426915094)  2025-11-17T20:43Z 106.6K followers, 19.6K engagements


"8. $PGY - X Year Revenue CAGR: XX% - Forward P/E: X - Buy Price: $XX The top-line growth is strong but the investors have been worried about the quality of loans and the strength of its balance sheet as markdowns skyrocketed last year. A further XX% markdown on loans held on the balance sheet will wipe out half of its equity base and all equity base will be gone in case of a further XX% markdown. However markdowns have been normalizing since the beginning of this year and they only grew $X million last quarter. I think the balance sheet risk has subsided and the stock already presents an"  
[X Link](https://x.com/thexcapitalist/status/1990521319042032118)  2025-11-17T20:43Z 106.5K followers, 19.1K engagements


"9. $INPST.AS - X Year Revenue CAGR: XX% - Forward P/E: XX - Buy Price: XX InPost is operating the largest out-of-home parcel delivery network in the US. The company is growing pretty fast in the Eurozone and the UK while dominating its core market Poland at the same time. The valuation remained depressed because of the challenges related to restructuring its newly acquired subsidiary in the UK and competition from its largest customer in Poland. Both of these concerns are waning now. Yodel integration is advancing and the parcel volume in the UK is exploding while it keeps growing its market"  
[X Link](https://x.com/thexcapitalist/status/1990521324146483436)  2025-11-17T20:44Z 106.5K followers, 17.2K engagements


"$OSCR will literally print money Trumps healthcare plan proposes X years of ACA subsidy extension. Remember what the CEO said in the earnings call: If ACA subsidies get extended we may be too profitable that we may have to pay rebates to the members. Theyll print money"  
[X Link](https://x.com/thexcapitalist/status/1992935534923223550)  2025-11-24T12:37Z 106.5K followers, 72.8K engagements


"$META is joining $GOOG and $AMZN as it starts using its own AI chip. They wouldnt stay dependent on $NVDA forever. Its basic firm theory. If something is costlier to outsource in the long term than building it in-house you bring it in-house"  
[X Link](https://x.com/thexcapitalist/status/1993763507339497480)  2025-11-26T19:27Z 106.4K followers, 39.4K engagements


"Waymo quickly captured over XX% ride share in San Francisco. Many people see this and say $UBER will die. I think the exact opposite $UBER will have its golden age as robo-taxis scale. Waymo wins in SF because it was first to the market. Thus different robo-taxi providers will launch in different cities to benefit from the first mover advantage. As a result well have different robo-taxi companies winning different cities a fragmented market. In markets where demand and supply are both fragmented aggregators/marketplaces always win. Long $UBER"  
[X Link](https://x.com/thexcapitalist/status/1994315988855087496)  2025-11-28T08:02Z 106.6K followers, 47.2K engagements


"Morgan Stanley says $ORCL credit risk is reaching 2008 peak. Most of its backlog is from OpenAI which needs to raise over $XXX billion by 2030 to meet its commitments. This is the best case scenariofor OpenAI itll likely need even more. If OpenAI stumbles all will stumble"  
[X Link](https://x.com/thexcapitalist/status/1994341942860112209)  2025-11-28T09:45Z 106.6K followers, 71.4K engagements


"The market is heading toward all-time highs again but many high-quality stocks remain beaten down after the recent pullback. Here are my top XX picks: 🧵 X. $AMZN AWS growth is projected to reach XX% next year as Anthropic's gigawatt-scale AWS clusters reach full utilization. We have started to see that as AWS growth reaccelerated to XX% last quarter bumping the stock up to $XXX after earnings. However the stock gave back all the gains in the recent pullback and hasn't recovered yet. It's rapidly expanding data center capacity with efficiency as it also ramps up the use of custom-made"  
[X Link](https://x.com/thexcapitalist/status/1994432711079907477)  2025-11-28T15:46Z 106.6K followers, 151.2K engagements


"2. $NVO It's trading at a deep discount primarily due to concerns over its ability to thrive in weight-loss drugs. Though it has lost significant ground to $LLY this year it slowly started to come back as the new CEO is known for his more aggressive sales strategies. It already started to gain some ground. Wegovy has now passed Zepbound in US prescriptions for the last two weeks according to Jyske Bank. It's also pushing for faster approval of oral Wegovy and recently submitted data showing that it can lead to XX% weight loss at the highest dose. It will recover at some point but it just"  
[X Link](https://x.com/thexcapitalist/status/1994432714959659186)  2025-11-28T15:46Z 106.6K followers, 17.3K engagements


"3. $UNH It had rallied back to over $XXX levels after earnings but gave away around XX% of the gains as investors overweighted tech and underweighted healthcare. New management proved that a turnaround was underway in the last earnings call as they beat and raised the full-year guidance. They'll likely beat next quarter too but the guidance for next year is important. I believe anything over $XX EPS will trigger a significant rerating that can easily push the stock over $XXX levels"  
[X Link](https://x.com/thexcapitalist/status/1994432718453543021)  2025-11-28T15:46Z 106.6K followers, 16.6K engagements


"6. $LGCY It's a for-profit education company operating community colleges in California. It focuses on training healthcare workers. It's growing revenues over XX% and insiders own XX% of the company. They are planning another acquisition in the next XX months and the CEO bought shares in the open market just before earnings. It went up around XX% after earnings but still attractive at 14x fwd P/E. It's not popular and nobody is watching; this is why it's a great opportunity"  
[X Link](https://x.com/thexcapitalist/status/1994432729434178010)  2025-11-28T15:46Z 106.6K followers, 15.6K engagements


"7. $INPST.AS The leading out-of-home delivery (OOHD) network operator in Europe. It recently expanded to the UK and quickly became the #1 in terms of parcel volume. The stock was depressed due to two reasons: - Competition from its largest customer in Poland. - Legal challenges regarding the Yodel acquisition in the UK. In the last earnings we saw that it doesn't feel any competition in Poland as it expanded its market share. British Courts also gave the green light to continue with the restructuring of Yodel. The stock still remains depressed due to increased capex guidance but it'll pay off"  
[X Link](https://x.com/thexcapitalist/status/1994432733200687193)  2025-11-28T15:46Z 106.5K followers, 15.1K engagements


"3. $OSCR 5-Year Revenue CAGR: XX% Price Target: $XX Forward P/E: XX It has been a volatile year for Oscar as it's largely swung between $XX and $XX due to the uncertainty surrounding ACA subsidy extensions. However the management had previously stated that they would keep growing and even become profitable without the extension of enhanced subsidies. They didn't change this guidance after the expiration of subsidies loomed. They raised prices by XX% which I believe will be more than enough to account for potential member losses and increased morbidity. However Trump has now announced that he"  
[X Link](https://x.com/thexcapitalist/status/1995510935285350672)  2025-12-01T15:10Z 106.6K followers, 14.7K engagements


"5. $PGY 5-Year Revenue CAGR: XX% Price Target: $XX Forward P/E: XX Pagaya is still suffering from a lack of confidence in its ability to survive as a consistently profitable company. This is because of the skyrocketing write-offs in 2024. Such a loss trend risks the business's survival if it continues. However that trend has largely normalized this year as write-offs dropped to a quarter of the past year. The business is on its way to deliver its first fully profitable year and the Fed is expected to cut rates this month. Even if we don't get the rate cuts this year it's now nearly certain"  
[X Link](https://x.com/thexcapitalist/status/1995510943317389607)  2025-12-01T15:10Z 106.5K followers, 14.5K engagements


"6. $INPST.AS 5-Year Revenue CAGR: XX% Price Target: XX Forward P/E: XX InPost is the largest out-of-home delivery network in Europe operating over 90000 automated parcel machines in continental Europe and Britain. The company has grown extremely fast in the last X years but it's been punished by investors as they don't like constant investment eating away at its bottom line. Two of the factors that kept the stock under pressure were its legal challenges regarding acquisitions in the UK and competition from Allegro its largest customer in Poland. Legal challenges were largely resolved as the"  
[X Link](https://x.com/thexcapitalist/status/1995510947293655200)  2025-12-01T15:10Z 106.7K followers, 13.2K engagements


"5/ $TTD growth has been spectacular so far. They grew revenues by XX% annually since 2020 while net income grew XX% in the same period affected by growth spending and dilution. This growth validates two things: - Demand for ads on the open internet. - Trade Desk's value proposition. This is just the beginning"  
[X Link](https://x.com/thexcapitalist/status/1995886993033638166)  2025-12-02T16:05Z 106.6K followers, 1758 engagements


"Big shift in AI is coming. $BN predicts that compute demand for AI training as a % of total AI compute demand will peak next year then the demand will shift to inference. This means that chips focused on efficient inference will take market share from $NVDA. They estimate that custom ASICs will make up a quarter of the installed chip base in 2035. This is the real $NVDA short thesis"  
[X Link](https://x.com/thexcapitalist/status/1996120013929910501)  2025-12-03T07:31Z 106.7K followers, 43.6K engagements


"Ilya is one of the guys who successfully trained a neural network on a large dataset using GPUs for the first time. He is now telling us LLMs wont get much better by just throwing more compute. Yann Lecun has also been saying this for a long time. Something to think about"  
[X Link](https://x.com/thexcapitalist/status/1993399537629904907)  2025-11-25T19:21Z 106.7K followers, 177.5K engagements


"We are now a month away from finishing 2025 and I think it's time to share the best ideas for the next year. Here are my top XX stock picks for 2026: 🧵 X. $AMZN 5-Year Revenue CAGR: XX% Price Target: $XXX Forward P/E: XX Amazon has been drastically underperforming the market in the last X years. This is largely because it was grossly overvalued prior to 2022 and thus base effects kicked in. However I think the stock has now slid behind the fundamentals. E-commerce growth is still strong at low double digits its ad business is the fastest growing among the top three and AWS growth is expected"  
[X Link](https://x.com/thexcapitalist/status/1995510927207133502)  2025-12-01T15:10Z 106.7K followers, 135.6K engagements


"7. $INTR 5-Year Revenue CAGR: XX% Price Target: $XX Forward P/E: XX The second largest neo-bank in Brazil after NuBank. The stock has been depressed as investors were afraid that write-offs could skyrocket due to the Brazilian Central Bank increasing rates. We haven't seen this so far. Let alone increasing its NPL rate declined last quarter. It's rapidly expanding in Argentina and the Southern US while eyeing new potential expansions like Chile. Fed rate cuts will be another catalyst as FX will turn into a tailwind that can offset higher rates in Brazil. Drastically undervalued at 12x forward"  
[X Link](https://x.com/thexcapitalist/status/1995510950690971712)  2025-12-01T15:11Z 106.7K followers, 13K engagements


"$TTD is getting ridiculous. Growth will beat expectations this year and its still expected to deliver mid-teens growth in 2029. Its also ramping up buybacks yet the multiple compression continues. Stock is now trading at 15x 2027 earnings. I like the risk/reward here"  
[X Link](https://x.com/thexcapitalist/status/1995557420022772158)  2025-12-01T18:15Z 106.7K followers, 52.8K engagements


"4/ $TTD cuts commission from advertisers. Its take rate has swung between XX and XX% since it became public. According to management's gross platform spend figures its take rate was around XXXX% last year"  
[X Link](https://x.com/thexcapitalist/status/1995886989456167073)  2025-12-02T16:05Z 106.7K followers, 1713 engagements


"$PGY is criminally cheap here. They are aldready growing their topline by XX% a year and the Fed is expected to cut rates as the job market is getting weaker. Markdowns are normalizing and its still trading at 15x 2026 earning. Why wouldnt it work from here"  
[X Link](https://x.com/thexcapitalist/status/1996604438417396183)  2025-12-04T15:36Z 106.7K followers, 24.5K engagements


"OpenAI's cumulative loss is projected to reach $XXX billion before it turns a profit in 2029. Anthropic however is projected to lose only one-seventh as much before turning profitable and it's already beating OpenAI in the enterprise market. What's wrong with OpenAI"  
[X Link](https://x.com/thexcapitalist/status/1996626052173779154)  2025-12-04T17:02Z 106.7K followers, 9453 engagements


"This is spot on as to why economic forecasting sucks. The Fed employs the best PhDs in economics but the best they can do is play catch-up. Their forecasts are more wrong than right. What are the chances you'll consistently get it right as an individual investor None"  
[X Link](https://x.com/thexcapitalist/status/1997789738359562355)  2025-12-07T22:06Z 106.7K followers, 14.4K engagements


"Here are my top XX growth stock picks for 2026 and short term price targets: X. $PGY $XX X. $NBIS $XXX X. $OSCR $XX X. $SEZL $XX X. $LGCY $XX X. $TTD $XX X. $MELI $2400 X. $DLO $XX X. $INTR $XX XX. $SE $160"  
[X Link](https://x.com/thexcapitalist/status/1998005594247037083)  2025-12-08T12:23Z 106.7K followers, 57.8K engagements


"$AMZN is the cheapest mega-cap stock now. The stock has been flat since last December despite accelerating AWS growth and expanding profit margin. I think it can easily double from here in the next X years. Here is my $AMZN investment thesis: 🧵"  
[X Link](https://x.com/thexcapitalist/status/1998068124357403003)  2025-12-08T16:32Z 106.7K followers, 55K engagements


"Trump says the next Fed Chair should cut the interest rates immediately. Very bullish for the lenders Many of them are so undervalued that they can easily double in a lower rate environment driven by multiple rerating and faster top line growth. $PGY $UPST $SEZL $OPFI $KLAR"  
[X Link](https://x.com/thexcapitalist/status/1998416122367090735)  2025-12-09T15:35Z 106.7K followers, 10.4K engagements


"Its easy to make sense. I guarantee youll still buy groceries XX years from now; but I am not so sure whether youll be using $ADBE XX years from now. To be clear I am not particularly bearish on $ADBE its more likely than not that you can make some money on it due to mean reversion. However the threat of disruption is real and 16x forward earnings is reasonable given the risk"  
[X Link](https://x.com/thexcapitalist/status/1998438666041979240)  2025-12-09T17:04Z 106.7K followers, 20.9K engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::978566222282444800",
      "creator_name": "MEXC_Official",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1919664587772944384/yLx45XhG_200x200.jpg",
      "creator_followers": 1665615,
      "creator_rank": 1,
      "interactions_24h": 6040079
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1988465685639380992/PNFNFL7O_200x200.jpg",
      "creator_followers": 228610965,
      "creator_posts": 1752,
      "creator_rank": 1,
      "interactions_24h": 1984861016
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last XX hours
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1983681414370619392/oTT3nm5Z_200x200.jpg",
    "creator_followers": 229446055,
    "creator_rank": 6,
    "interactions_24h": 239042400,
    "topic_influence": [
      {
        "topic": "ai",
        "count": 179,
        "percent": 3.72,
        "rank": XX
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1763424000,
    "end": 1764115200,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": 1764112847
  },
  "data": [
    {
      "time": 1763424000,
      "followers": 307194,
      "interactions": 2055,
      "posts_active": 20,
      "posts_created": 1,
      "creator_rank": 174482
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = X week, 1m = X month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **posts_created**: number of unique social posts created
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions




---