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

Valuations posts on X about $lulu, $jack, $thry, $bbwi 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 XXXXXXX +4,139%
- X Month XXXXXXX +84,048%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### 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 +229%
- X Month XX +1,200%
- X Months XX -XX%
- X Year XXX -XXXX%

### 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 +1.40%
- X Months XXXXXX +3.30%
- X Year XXXXXX +10%

### 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 [#](/creator/twitter::730764444775661572/influence)
---

**Social category influence**
[stocks](/list/stocks)  #6427 [fashion brands](/list/fashion-brands)  #1109 [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$lulu](/topic/$lulu) #14, [$jack](/topic/$jack) #4, [$thry](/topic/$thry) #1, [$bbwi](/topic/$bbwi) 9.09%, [$wen](/topic/$wen) #14, [$unh](/topic/$unh) 6.06%, [$bah](/topic/$bah) #2, [$fa](/topic/$fa) #1, [$nke](/topic/$nke) #640, [$adbe](/topic/$adbe) XXXX%

**Top accounts mentioned or mentioned by**
[@waterworldcapi1](/creator/undefined) [@pianojukebox](/creator/undefined) [@sfsam](/creator/undefined) [@taobanker](/creator/undefined) [@vulcanmk5](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@braden_hoffman_](/creator/undefined) [@capitalfang](/creator/undefined) [@qorka](/creator/undefined) [@clarksquarecap](/creator/undefined) [@pekwat](/creator/undefined) [@margiesunn53478](/creator/undefined) [@ronniebateman5](/creator/undefined) [@juliajeler](/creator/undefined) [@sdogg011235](/creator/undefined) [@matt_kolb_](/creator/undefined) [@yhs808](/creator/undefined) [@fischerrandom1](/creator/undefined) [@aresearchguy](/creator/undefined) [@urinsideman](/creator/undefined)

**Top assets mentioned**
[Lululemon Athletica Inc (LULU)](/topic/$lulu) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [WEN Token (WEN)](/topic/$wen) [UnitedHealth Group (UNH)](/topic/$unh) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [First Advantage Corporation Common Stock (FA)](/topic/$fa) [Nike Inc (NKE)](/topic/$nke) [Adobe, Inc. (ADBE)](/topic/$adbe) [Centene Corp (CNC)](/topic/$cnc) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Gartner Inc (IT)](/topic/$it) [Kenvue Inc. (KVUE)](/topic/$kvue) [Target Corporation (TGT)](/topic/$tgt) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Kraft Heinz Co (KHC)](/topic/$khc) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Dow Inc (DOW)](/topic/$dow) [Accenture (ACN)](/topic/$acn) [General Mills, Inc. (GIS)](/topic/$gis) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Cream (CRM)](/topic/$crm) [pepe in a memes world (PEW)](/topic/$pew) [Pfizer, Inc. (PFE)](/topic/$pfe) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Halliburton Company (HAL)](/topic/$hal) [Palantir (PLTR)](/topic/$pltr) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Carvana Co. (CVNA)](/topic/$cvna) [SafeMoon (SFM)](/topic/$sfm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta)
### Top Social Posts [#](/creator/twitter::730764444775661572/posts)
---
Top posts by engagements in the last XX hours

"Heres where Ill be dumpster diving today. Already long a few of these. $JACK -XX% $TTD: -XX% $LULU: -XX% $IT: -XX% $THRY: -XX% $WEN -XX% $CNC: -XX% $DOW: -XX% $UNH: -XX% $BBWI: -XX% $BAH -XX% $KVUE: -XX% $TGT: -XX% $FA: -XX% $ACN: -XX% $CMCSA: -XX% $GIS: -XX% $UPS: -XX% $ADBE: -XX% $CRM: -XX% $KHC: -XX% $NKE: -XX% $MDLZ: -4%"  
[X Link](https://x.com/valuations_/status/1984258887260811318) [@valuations_](/creator/x/valuations_) 2025-10-31T13:59Z 17.8K followers, 137.5K engagements


"@PianoJukebox Im long a good chunk of $ADBE. Think the market is discounting their enterprise biz too heavily. Paying attention to $UNH but concerned theres another shoe to drop at Optum Health so staying on the sidelines there"  
[X Link](https://x.com/valuations_/status/1984619260816376152) [@valuations_](/creator/x/valuations_) 2025-11-01T13:51Z 17.8K followers, XXX engagements


"$BBWI because outside of hyperscaler capex upper-middle-class white women are the only reason this economy hasnt slowed to a complete halt. And its 11x FCF"  
[X Link](https://x.com/valuations_/status/1974896139427360860) [@valuations_](/creator/x/valuations_) 2025-10-05T17:55Z 17.7K followers, 3009 engagements


"Ive traded in and out of $FA due to macro this year but have made it a core position again at $XX and think it has potential to be long-term compounder"  
[X Link](https://x.com/valuations_/status/1978093615147618410) [@valuations_](/creator/x/valuations_) 2025-10-14T13:40Z 17.7K followers, XXX engagements


"Oof. $JACK selling Del Taco for $115M. Just a slight haircut of -XX% what they paid five years ago"  
[X Link](https://x.com/valuations_/status/1978782109230575775) [@valuations_](/creator/x/valuations_) 2025-10-16T11:16Z 17.7K followers, 2836 engagements


"Trump admins deregulation of markets has already begun to unleash such a toxic slurry of transparent broad daylight grift. Its early but hes ushering in a golden age for short selling"  
[X Link](https://x.com/valuations_/status/1979365885828829477) [@valuations_](/creator/x/valuations_) 2025-10-18T01:56Z 17.7K followers, 4007 engagements


"@WaterworldCapi1 @ClarkSquareCap $BBWI"  
[X Link](https://x.com/valuations_/status/1982560808983994459) [@valuations_](/creator/x/valuations_) 2025-10-26T21:31Z 17.7K followers, XXX engagements


"Hard to believe but at some point pre-GFC investors paid no attention to the Fed. Nobody cared. There were no market moving press conferences. The Fed chair was not a celebrity. When did this change Greenspan Bernanke"  
[X Link](https://x.com/valuations_/status/1983619499036471315) [@valuations_](/creator/x/valuations_) 2025-10-29T19:38Z 17.7K followers, 3247 engagements


"Me: damn this stock is cheap. Going full size I can stomach the volatility. Also me:"  
[X Link](https://x.com/valuations_/status/1985365002103238674) [@valuations_](/creator/x/valuations_) 2025-11-03T15:14Z 17.7K followers, XXX engagements


"@taobanker I think the moat in enterprise is underestimated and terminal risk around AI is overblown"  
[X Link](https://x.com/valuations_/status/1985375943557517508) [@valuations_](/creator/x/valuations_) 2025-11-03T15:58Z 17.8K followers, XXX engagements


"Middle aged men I am begging you to stop buying $LULU this brand is permanently impaired"  
[X Link](https://x.com/valuations_/status/1985467492345790944) [@valuations_](/creator/x/valuations_) 2025-11-03T22:01Z 17.8K followers, 19.4K engagements


"2 years from now $NKE FCF yield $LULU and you want to buy leggings when the fashion cycle just ended"  
[X Link](https://x.com/valuations_/status/1985467848160858205) [@valuations_](/creator/x/valuations_) 2025-11-03T22:03Z 17.8K followers, 1374 engagements


"@VulcanMK5 They built a great brand but staying relevant in apparel is really tough. This is a millennial mom brand. It has to move downstream from here. No more luxury yoga boutique margins this is a Dicks and Nordstrom Rack item from here"  
[X Link](https://x.com/valuations_/status/1985469001082757328) [@valuations_](/creator/x/valuations_) 2025-11-03T22:07Z 17.8K followers, XXX engagements


"45 product candidates in $REGN s pipeline but its still priced like Eylea and Dupixent are the entire company and every incremental dollar invested will get torched. Time horizons getting shorter these days. Sets up great dislocations for anyone with flexibility and duration"  
[X Link](https://x.com/valuations_/status/1983170807846314355) [@valuations_](/creator/x/valuations_) 2025-10-28T13:55Z 17.7K followers, 3366 engagements


"Okay wasted enough time on $THRY today: Seasoned NRR decline + weak organic growth + levered to SMB in slowing economy + illiquid shitco during tax loss season = -XX% Optically cheap but a lot of hair. Expect insider buys not holding my breath for acquisition interest. Good managers maybe being underestimated but stock needs NRR to improve and better SaaS growth beyond marketing conversion to work. Otherwise its a leaky bucket with negative momentum in a momo world"  
[X Link](https://x.com/valuations_/status/1983951281245790517) [@valuations_](/creator/x/valuations_) 2025-10-30T17:37Z 17.8K followers, 6762 engagements


"@pekwat I dont think the $LULU dip buyers have got the memo"  
[X Link](https://x.com/valuations_/status/1984637691317694557) [@valuations_](/creator/x/valuations_) 2025-11-01T15:04Z 17.8K followers, XXX engagements


"@k3ithmccullough Not one who is buying $LULU"  
[X Link](https://x.com/valuations_/status/1985493120348197311) [@valuations_](/creator/x/valuations_) 2025-11-03T23:43Z 17.8K followers, XXX engagements


"Alright in an attempt to diversify from Twitter I started a Substack. Should have my first write up done by end of the week. Will be on $BAH. All posts will be free for at least X months. Feel free to post your substack in the replies so I can follow you"  
[X Link](https://x.com/valuations_/status/1982857046149173624) [@valuations_](/creator/x/valuations_) 2025-10-27T17:08Z 17.8K followers, 9345 engagements


"Covered $CVNA and $SFM too early Sold $GOOG like XX% ago and left $META unhedged. I love earnings season"  
[X Link](https://x.com/valuations_/status/1983652169590173982) [@valuations_](/creator/x/valuations_) 2025-10-29T21:48Z 17.8K followers, 6090 engagements


"I know this has been a FinTwit favorite value trap but is the $THRY bull case not playing out SaaS rev growing XX% trading at 7x standalone SaaS EBITDA. Maybe that segment just siphoning off revenue from marketing as they wind down"  
[X Link](https://x.com/valuations_/status/1983867750021001376) [@valuations_](/creator/x/valuations_) 2025-10-30T12:05Z 17.8K followers, 14.1K engagements


"Anyone have a good list of this years tax loss losers"  
[X Link](https://x.com/valuations_/status/1984077414901617120) [@valuations_](/creator/x/valuations_) 2025-10-31T01:58Z 17.8K followers, 142.7K engagements


"@WaterworldCapi1 Theyre both in a very difficult place. My baby in restaurants is $LOCO. Doing well despite being levered to SoCal. Good CEO and great product. Should be a much bigger chain"  
[X Link](https://x.com/valuations_/status/1984290838210646033) [@valuations_](/creator/x/valuations_) 2025-10-31T16:06Z 17.7K followers, XXX engagements


"@WaterworldCapi1 But if $JACK avoids bankruptcy probably worth 2x or more. $WEN needs a CEO to drop prices kitchen sink it and reset comps. Still a good franchise with international growth prospects just in a bad rut with no leadership"  
[X Link](https://x.com/valuations_/status/1984291528622354827) [@valuations_](/creator/x/valuations_) 2025-10-31T16:09Z 17.7K followers, XXX engagements


"A lot of people fail to understand that a low P/E just means the market believes EPS estimates are too high and usually the market is right"  
[X Link](https://x.com/valuations_/status/1984618302644363360) [@valuations_](/creator/x/valuations_) 2025-11-01T13:47Z 17.8K followers, 42.2K engagements


"@taobanker Ive been buying it here and Im always too early so hes probably right"  
[X Link](https://x.com/valuations_/status/1985375594356322308) [@valuations_](/creator/x/valuations_) 2025-11-03T15:56Z 17.8K followers, 1074 engagements


"I get why people admire founder mode and XXX hour work weeks but whenever Im mentally and physically exhausted my mistakes always compound"  
[X Link](https://x.com/valuations_/status/1985462727809102233) [@valuations_](/creator/x/valuations_) 2025-11-03T21:42Z 17.8K followers, 1650 engagements


"Seeing $DENN getting taken out at a XX% premium"  
[X Link](https://x.com/valuations_/status/1985512874824118394) [@valuations_](/creator/x/valuations_) 2025-11-04T01:02Z 17.8K followers, 3868 engagements