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# ![@valuations_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::730764444775661572.png) @valuations_ Valuations

Valuations posts on X about $nke, market cap, ceo, china the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::730764444775661572/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::730764444775661572/c:line/m:interactions.svg)

- X Week XXXXXX +111%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +46%
- X Year XXXXXXXXX +64%

### Mentions: XX [#](/creator/twitter::730764444775661572/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::730764444775661572/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XXXX%
- X Months XXX +16%
- X Year XXX +82%

### Followers: XXXXXX [#](/creator/twitter::730764444775661572/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::730764444775661572/c:line/m:followers.svg)

- X Week XXXXXX +0.18%
- X Month XXXXXX +1.70%
- X Months XXXXXX +4.60%
- X Year XXXXXX +14%

### CreatorRank: XXXXXXX [#](/creator/twitter::730764444775661572/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::730764444775661572/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [fashion brands](/list/fashion-brands)  #3721 [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$nke](/topic/$nke) #477, [market cap](/topic/market-cap) #103, [ceo](/topic/ceo) #2989, [china](/topic/china) #3594, [$rklb](/topic/$rklb) #91, [$moh](/topic/$moh) 5.13%, [ai](/topic/ai) 5.13%, [$bah](/topic/$bah) 5.13%, [inflation](/topic/inflation) #1894, [$lulu](/topic/$lulu) XXXX%

**Top accounts mentioned or mentioned by**
[@breman0808](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@buccocapital](/creator/undefined) [@contextinvestor](/creator/undefined) [@pepespooo](/creator/undefined) [@beelicapital](/creator/undefined) [@pekwat](/creator/undefined) [@fiercebeast](/creator/undefined) [@ddblakefischer](/creator/undefined) [@dumbinvestorguy](/creator/undefined) [@beentherecap](/creator/undefined) [@clarksquarecap](/creator/undefined) [@premarks](/creator/undefined) [@david_brain8](/creator/undefined) [@chat_sbc](/creator/undefined) [@wagiecapital](/creator/undefined) [@_jb03_](/creator/undefined) [@incogwitness](/creator/undefined) [@_riskfull](/creator/undefined)

**Top assets mentioned**
[Nike Inc (NKE)](/topic/$nke) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [WEN Token (WEN)](/topic/$wen) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Brinker International, Inc. (EAT)](/topic/$eat) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Sea Limited (SE)](/topic/$se)
### Top Social Posts
Top posts by engagements in the last XX hours

"Congrats to $LULU bulls Ima let you finish but none of you said the CEO stepping down was the bull case. Raised guide still below the guide they gave in March. -X% comp sales in NA is horrendous. New CEO is going to kitchen sink this. Whole move probably fades by EOD"  
[X Link](https://x.com/valuations_/status/1999412255914344939)  2025-12-12T09:33Z 18.5K followers, 7316 engagements


"Everyone loves to brag about their wins. Nobody likes to highlight their bad calls. In honor of tax loss season I wrote up my $JACK Post-Mortem. A lesson in thesis creep and bad models. An all-around terrible call. Enjoy"  
[X Link](https://x.com/valuations_/status/2000603602918781340)  2025-12-15T16:27Z 18.5K followers, 8906 engagements


"Some mixed results from $NKE Q2. Im still very optimistic about the turnaround effort and think the markets impatience is an opportunity"  
[X Link](https://x.com/valuations_/status/2001973055061627280)  2025-12-19T11:09Z 18.5K followers, 3048 engagements


"Nike direct is going down because NA wholesale grew XX% and X% globally. Something bulls should be happy about. Classics are being rightsized. Margins impacted by tariffs but trough is clear and if not for tariffs would be growing YOY. Converse is negligible and China footwear only XX% of total revenue. Not even close to seeing full tailwinds of the new product cycle. Inventory levels are much healthier now. Market is shortsighted and wanted better holiday numbers. Long term turnaround story fully in tact"  
[X Link](https://x.com/valuations_/status/2002021208376689131)  2025-12-19T14:20Z 18.5K followers, XXX engagements


"$LW the latest victim of taking too much price sell side over-extrapolating fw estimates only to get undercut by private label and see pricing power evaporate. Whos old enough to remember Potatovation"  
[X Link](https://x.com/valuations_/status/2002037637608075641)  2025-12-19T15:25Z 18.5K followers, 8165 engagements


"@breman0808 Definitely more interesting here but its 20x EV/FCF and looks like they have negative pricing power. Volumes up big and sales flat. Hard to get excited about it"  
[X Link](https://x.com/valuations_/status/2002039417028940192)  2025-12-19T15:32Z 18.5K followers, XXX engagements


"$RKLB bulls cheerleading $805M award. Good stuff. Funny how they seem to stop there. Lets call it a XX% Net Income margin (if theyre lucky) and youre talking $80M on a $37B market cap and they burned $59M last Q alone. But ya know dont let math bother you carry on. 🚀🚀🚀"  
[X Link](https://x.com/valuations_/status/2002066696895603167)  2025-12-19T17:21Z 18.5K followers, 2591 engagements


"@WaterworldCapi1 Strolling down memory lane of when Waterdome scoffed at my $LEVI margin recovery pitch and called it a dead 1980s brand"  
[X Link](https://x.com/valuations_/status/1991165823549894729)  2025-11-19T15:25Z 18.4K followers, XXX engagements


"@DumbInvestorGuy Actually not true more like too many hedges that werent actually hedges rather than too hedged"  
[X Link](https://x.com/valuations_/status/1991568209162695045)  2025-11-20T18:03Z 18.4K followers, XXX engagements


"Taking a brief look at $MOH Bull case: Reimbursement rates lag medical costs. $MOH is at trough and will see margin expansion from here w/ $XXXX in embedded earnings as already won contracts mature. Molina is the most cost efficient in the space w/ aligned management whos run this same playbook in the past. Best chance to weather the storm while acquiring smaller insurers taking share and buying back shares. Multiple will rerate to historic norms. Bear case: Acuity mix. Remaining pool of members is sicker and more expensive than modeled. $MOH significantly overearned and despite"  
[X Link](https://x.com/valuations_/status/1996893690313265421)  2025-12-05T10:45Z 18.4K followers, 6010 engagements


"Furus will be like We are in the final stage of the bubble. Nasdaq will drop at least 50%. It could happen next week next month or next year. There may be a blow off top first where the market rallies 30%-40% in a very short time frame. Youve been warned"  
[X Link](https://x.com/valuations_/status/2000887985605369873)  2025-12-16T11:17Z 18.4K followers, 7205 engagements


"Seeing long topic-du-jour tweets that are clearly AI slop coming from real people. Even we humans are becoming bots. Score one for dead internet theory"  
[X Link](https://x.com/valuations_/status/2000941344056111271)  2025-12-16T14:49Z 18.4K followers, 2060 engagements


"@BeenThereCap Feels like the October peak was similar to Feb 2021. Theyll continue to bounce around and have intermittent pumps but most will never reach ATHs again. Then during the next Bear market theyll all drop 90%. But maybe thats wishful thinking"  
[X Link](https://x.com/valuations_/status/2000960774739824919)  2025-12-16T16:06Z 18.4K followers, XXX engagements


"$BAH getting on news of CFO departure. Doesnt bode well that its a sudden change with few details in the middle of Civil segment reset. Likely to create a vacuum in an already difficult environment. Keeping an eye on it but more confirmation that its too early to get long"  
[X Link](https://x.com/valuations_/status/2000964975687299211)  2025-12-16T16:23Z 18.4K followers, XXX engagements


"Nearly $2T fully diluted market cap. Fuck it. Buying puts"  
[X Link](https://x.com/valuations_/status/2001033357866537326)  2025-12-16T20:55Z 18.4K followers, 6626 engagements


"In-N-Out has stayed private and kept their total system smaller and company owned. Allowed them to keep quality high and prices lower so they had more ceiling room and keep prices lower as wage and commodity inflation ripped. The smaller system also means unmet demand. Drive thru lines at In-N-Out are insanely long. Much more pricing power"  
[X Link](https://x.com/valuations_/status/2001225289511162147)  2025-12-17T09:37Z 18.4K followers, XX engagements


"Yesterday I put a few shorts on for the first time in a month. Santa rally confirmed"  
[X Link](https://x.com/valuations_/status/2001266238127784044)  2025-12-17T12:20Z 18.4K followers, 2836 engagements


"I had NotebookLM make slides out of my $NKE write up. Still has an AI vibe I dont love but have to admit a few slides are pretty good"  
[X Link](https://x.com/valuations_/status/1991710516595814839)  2025-11-21T03:29Z 18.4K followers, 9399 engagements


"@ClarkSquareCap Not my ideabut $MOH. Rates go higher margins expand. Mgmt aligned and has run the same playbook in 2018. 9x FCF 12x EPS 7x EV/EBIT .02x EV/S. XX year lows. Gov is not capable of running Medicaid nor can they cut it. Only option is raise rates. Overindexed to blue states"  
[X Link](https://x.com/valuations_/status/2000883787832680532)  2025-12-16T11:00Z 18.5K followers, 3264 engagements


"My first Substack is live. Please give it a read. Feedback is welcome especially from the many intelligent people who know this sector better than I do. Booz Allen Hamilton - $BAH Uncivilized"  
[X Link](https://x.com/valuations_/status/1986497682685231428)  2025-11-06T18:15Z 18.5K followers, 19K engagements


"If you have a Boomer client in retirement who wants a good portion of fixed income what are you putting them in for a better yield than T-bonds"  
[X Link](https://x.com/valuations_/status/1993348793610518760)  2025-11-25T15:59Z 18.5K followers, 11K engagements


"@kingdomcapadv Im scarred from DOLE with this high volume low margin names. Have glanced at this in the past and was intrigued. Recently banned myself from calling things cheap on EBITDA why is that the right multiple here given heavy capex"  
[X Link](https://x.com/valuations_/status/1999137693972803850)  2025-12-11T15:22Z 18.5K followers, 1266 engagements


"Are we in the very early stages of a bear market"  
[X Link](https://x.com/valuations_/status/2001356036016607513)  2025-12-17T18:17Z 18.5K followers, 2078 engagements


"Its a shame every publicly traded cannabis stock is hot garbage. Rescheduling means they can now deduct operating expenses and will have better banking payroll processors POS access etc less cash theft etc. Can now accept credit cards. All should see big cost savings and boosted ticket sizes. But $MSOS retailers have no moat are still subject to local excise tax may be subject to future federal excise tax licenses get diluted and competition grows (C-stores). Race to the bottom in pricing will accelerate as supply floods an already flooded market. State laws will vary widely. Producer side"  
[X Link](https://x.com/valuations_/status/2001736015292305594)  2025-12-18T19:27Z 18.5K followers, 3482 engagements


"$NKE footwear getting pummeled in China. Accounts for XX% of total revenue. Credit to Li-Ning and Anta. NA looks healthy but gross margin still lagging"  
[X Link](https://x.com/valuations_/status/2001768050643571195)  2025-12-18T21:34Z 18.5K followers, 2784 engagements


"@P_Remarks @buccocapital @pekwat @WaterworldCapi1 @Fierce__beast Waterworld is right took too much price and broke the value proposition. You get either a jr burger the size of a nickel or youre paying $12-13 for a combo that used to cost $7-8 just a few years ago. $WEN has no CEO and no plan. Valuation not cheap on EV either"  
[X Link](https://x.com/valuations_/status/2001988402774970744)  2025-12-19T12:10Z 18.5K followers, XXX engagements


"@buccocapital @pekwat @WaterworldCapi1 @Fierce__beast No GLP impact labor and commodity inflation hurting margins and make franchising less appealing. Better dollar-to-calorie ratio for healthier better tasting food at $CMG $EAT and others. And low end consumer hurting. Biggest issue is its too expensive"  
[X Link](https://x.com/valuations_/status/2001989334539678054)  2025-12-19T12:13Z 18.5K followers, XXX engagements


"Apologies for being overly promotional (makes me cringe tbh). But Twitter is now a far right disinformation machine. FinTwit somewhat insulated but marginal value of spending time here is declining fast. My plan is to be gone by end of 2026. Hopefully youll find me elsewhere"  
[X Link](https://x.com/valuations_/status/2002019642920046694)  2025-12-19T14:14Z 18.5K followers, 8597 engagements


"@contextinvestor I mean $NOC LTM revenue is $41B and $RKLB is $550M but its market cap is worth half of NOC Makes no sense"  
[X Link](https://x.com/valuations_/status/2002070030553657395)  2025-12-19T17:34Z 18.5K followers, XX engagements


"$SE is the $AMZN of Asia in that its too complex to model and a great way to underperform but with an added country risk premium"  
[X Link](https://x.com/valuations_/status/1998422970142974323)  2025-12-09T16:02Z 18.5K followers, 34.6K engagements


"What stage of the bubble are we in"  
[X Link](https://x.com/valuations_/status/2002078490552905961)  2025-12-19T18:08Z 18.5K followers, 1593 engagements