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

Valuations posts on X about ai, market, $fa, if you the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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

- [--] Week [-------] -22%
- [--] Month [-------] -66%
- [--] Months [---------] +187%
- [--] Year [---------] +142%

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

- [--] Month [---] -26%
- [--] Months [---] +165%
- [--] Year [---] +118%

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

- [--] Week [------] +0.29%
- [--] Month [------] +1.80%
- [--] Months [------] +8.30%
- [--] Year [------] +16%

### CreatorRank: [-------] [#](/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)  30.69% [finance](/list/finance)  22.77% [technology brands](/list/technology-brands)  12.87% [cryptocurrencies](/list/cryptocurrencies)  3.96% [social networks](/list/social-networks)  2.97% [exchanges](/list/exchanges)  0.99% [fashion brands](/list/fashion-brands)  0.99% [automotive brands](/list/automotive-brands)  0.99%

**Social topic influence**
[ai](/topic/ai) 6.93%, [market](/topic/market) #1296, [$fa](/topic/$fa) #1, [if you](/topic/if-you) 4.95%, [future](/topic/future) 3.96%, [in the](/topic/in-the) 3.96%, [$cmg](/topic/$cmg) #402, [$fcn](/topic/$fcn) #4, [what are](/topic/what-are) 2.97%, [$umg](/topic/$umg) #3

**Top accounts mentioned or mentioned by**
[@defiantclient2](/creator/undefined) [@danielsingers](/creator/undefined) [@buffalobillco](/creator/undefined) [@philliplyle410](/creator/undefined) [@astsinvestors](/creator/undefined) [@garymarcus](/creator/undefined) [@deathswap1](/creator/undefined) [@contrariancurse](/creator/undefined) [@riddle245](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@jjaaxon](/creator/undefined) [@dunkrugering](/creator/undefined) [@southernvalue95](/creator/undefined) [@dummycapital](/creator/undefined) [@thekookreport](/creator/undefined) [@spradnik](/creator/undefined) [@astspacemobile](/creator/undefined) [@silberschmelzer](/creator/undefined) [@spacanpanman](/creator/undefined) [@redebtlawyer](/creator/undefined)

**Top assets mentioned**
[First Advantage Corporation (FA)](/topic/$fa) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [FTI Consulting, Inc. (FCN)](/topic/$fcn) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Pinterest, Inc. (PINS)](/topic/$pins) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Intuit Inc. (INTU)](/topic/$intu) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [S&P Global Inc (SPGI)](/topic/$spgi) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Capital One Financial Corp. (COF)](/topic/$cof) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Strategy (MSTR)](/topic/$mstr) [Adobe, Inc. (ADBE)](/topic/$adbe) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What are some names with durable moats or attractive set ups that are getting close to a decent buy price Got my eye on: $AMZN $CMG $COF $CSU $FCN $7974 - $NTDOY $UMG"  
[X Link](https://x.com/valuations_/status/2014044394530185355)  2026-01-21T18:36Z 19.2K followers, [----] engagements


"Nothing makes FinTwit more bearish than lower prices"  
[X Link](https://x.com/valuations_/status/2022000230200487955)  2026-02-12T17:29Z 19.2K followers, [----] engagements


"Asset prices dropping would cause a recession. I genuinely think Trump would pause tariffs for a year before letting the market tank ahead of midterms. The treasury will be buying the Qs outright before that happens"  
[X Link](https://x.com/valuations_/status/2022399350018912392)  2026-02-13T19:55Z 19.2K followers, [----] engagements


"AI technobabble is reaching a fever pitch. Wont be long before people realize the world isnt changing as fast as they think"  
[X Link](https://x.com/valuations_/status/2022515145235403212)  2026-02-14T03:36Z 19.2K followers, [----] 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 19.2K followers, [----] 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 19.2K followers, 12K engagements


"Biggest risk to Mag [--] isnt valuation its the inevitable end point of rising populism borne out of wealth inequality is a president who runs on trust-busting the shit out of big tech. And tbh theyd probably have my vote. YouTube and social media all need heavy regulation"  
[X Link](https://x.com/valuations_/status/2012170767782310332)  2026-01-16T14:31Z 19.2K followers, [----] engagements


"I seriously hope this project Genie thing dumps $TTWO back to like $150. Would be an absolute gift"  
[X Link](https://x.com/valuations_/status/2017276055757725745)  2026-01-30T16:37Z 19.2K followers, [----] engagements


"Not to be a Boomer but maybe reform is needed if social media + online gambling degeneracy can move the price of silver like this given its a critical component in all kinds of major manufacturing. Not exactly healthy for capital markets"  
[X Link](https://x.com/valuations_/status/2017300895428477098)  2026-01-30T18:16Z 19.2K followers, 11.3K engagements


"Youre not bearish enough anon. VIX has no business being below [--] in 2026"  
[X Link](https://x.com/valuations_/status/2017692201958949166)  2026-01-31T20:11Z 19.2K followers, [----] engagements


"@malinvested Most fun Ive had since liberation day. LFG"  
[X Link](https://x.com/valuations_/status/2019073689401110763)  2026-02-04T15:40Z 19.2K followers, [---] engagements


"Would love to ask people who sold $INTU this morning how AI will disrupt these products. Individuals and SMB owners will have Claude prepare tax returns or build PnLs Have you met these people"  
[X Link](https://x.com/valuations_/status/2019079973907103814)  2026-02-04T16:05Z 19.2K followers, 11.1K engagements


"@pernasresearch I appreciate the take. How soon are agents going to be trustworthy and reliable enough to do taxes accurately While rate have change has been phenomenal Im skeptical this is around the corner just based on personal use. Mass adoption even further"  
[X Link](https://x.com/valuations_/status/2019131472364679663)  2026-02-04T19:30Z 19.2K followers, [---] engagements


"$GOOGL is a short. Outspending the competition was a bull case at $150 not $350. No one is clairvoyant here. If @GaryMarcus is even partially correct this capex will look insane in hindsight. Near-term everything is narrative. How soon before we have another DeepSeek shockwave and people ask why theyre paying 10x sales and 30x EPS Google search was cooked according to everyone like [--] months ago. As growth slows post-midterms (stimmy hangover) what happens to their growth Ads are still cyclical last I checked. Everyone forgot that in [----] too. $GOOGL is a company that doesnt do hype. For them"  
[X Link](https://x.com/valuations_/status/2019369779912425868)  2026-02-05T11:17Z 19.2K followers, 29.4K engagements


"@sdogg011235 @GaryMarcus Model out the embedded option price of AGI is quite the take lol"  
[X Link](https://x.com/valuations_/status/2019429052118102133)  2026-02-05T15:12Z 19.1K followers, [---] engagements


"Monetized my puts. The melt ups are all driven by excessive leverage so the unwinds are viscous the narrative is irrelevant. But what do punters do when they get beat down Go home and manage risk No they Martingale"  
[X Link](https://x.com/valuations_/status/2019439616978206854)  2026-02-05T15:54Z 19.1K followers, [----] engagements


"BREAKING: ELLIOTT MANAGEMENT TAKES ACTIVST STAKE IN BITCOIN $BTC. PUSHES FOR TWO BOARD SEATS AND IMPROVED MLM STRUCTURE"  
[X Link](https://x.com/valuations_/status/2019496438804169185)  2026-02-05T19:40Z 19.1K followers, [----] engagements


"One week and the new narrative is Most S&P companies have reported strong earnings across the board and the Fed has room to cut. Dont think any bubble is gonna pop that easy my friends. Forced sellers are the best sellers"  
[X Link](https://x.com/valuations_/status/2019578102242746691)  2026-02-06T01:05Z 19.2K followers, [----] engagements


"Tax refunds just trickling in starting now. This will be a massive stimulus and tailwind for Q1 prints. Will probably bleed into Q2 as well"  
[X Link](https://x.com/valuations_/status/2019578778570366997)  2026-02-06T01:07Z 19.2K followers, [----] engagements


"@Deathswap1 OBBB. Yuuuuge"  
[X Link](https://x.com/valuations_/status/2019592736475623800)  2026-02-06T02:03Z 19.1K followers, [--] engagements


"The OBBB reinstated 100% bonus depreciation and youre wondering why hyperscalers are going ham on capex"  
[X Link](https://x.com/valuations_/status/2019735366320947313)  2026-02-06T11:30Z 19.2K followers, 36.5K engagements


"The OBBB is pumping the biggest fiscal stimmy since Covid checks ahead of midterms and now youre bearish after a huge degrossing and leveraged ETF forced liquidation"  
[X Link](https://x.com/valuations_/status/2019735836590542959)  2026-02-06T11:32Z 19.2K followers, 18.6K engagements


"@jjaaxon Id rather own $PINS here"  
[X Link](https://x.com/valuations_/status/2019802183147921763)  2026-02-06T15:55Z 19.1K followers, [---] engagements


"@DanielSingerS I think theres a fair amount of terminal risk but thats well off in the future"  
[X Link](https://x.com/valuations_/status/2021649332286763017)  2026-02-11T18:15Z 19.2K followers, [--] engagements


"@dunkrugering Totally valid. I think it was a good acquisition and probably shouldve been blocked. HireRight now their only competitor at scale. Will be surprised if they have trouble bringing debt down. I think itll trade with the macro"  
[X Link](https://x.com/valuations_/status/2021667136704487606)  2026-02-11T19:26Z 19.2K followers, [--] engagements


"Suckers t The Table My AST SpaceMobile write up is live. This will be my last tweet about $ASTS until my short is covered. Happy to discuss with anyone who is respectful via DM. https://open.substack.com/pub/valuations/p/asts-suckers-at-the-tabler=5s8778&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/valuations/p/asts-suckers-at-the-tabler=5s8778&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/valuations_/status/2009727017541927207)  2026-01-09T20:40Z 19.2K followers, 213.8K engagements


"I dont know who puked $SPGI pre-market but I thank you for your service"  
[X Link](https://x.com/valuations_/status/2021276203714216346)  2026-02-10T17:32Z 19.2K followers, [----] engagements


"@buccocapital Bold of you to assume financial advisors currently do any real work"  
[X Link](https://x.com/valuations_/status/2021309106745688488)  2026-02-10T19:43Z 19.2K followers, [----] engagements


"Its levered so EPS a bit misleading but still cheap on fw numbers. Checkr has better UX but not good enough for compliance risk like Healthcare. FA investing in API updates but as local portals move to digital Checkr may take share. Hopefully I wont be around to find out. In this market feels like theres no such thing as derisked. https://twitter.com/i/web/status/2022512759938732135 https://twitter.com/i/web/status/2022512759938732135"  
[X Link](https://x.com/valuations_/status/2022512759938732135)  2026-02-14T03:26Z 19.2K followers, [---] engagements


"So whos going to make a bid for $MOH @BillAckman or @ryancohen"  
[X Link](https://x.com/valuations_/status/2019717982587683017)  2026-02-06T10:21Z 19.2K followers, [----] engagements


"@BuffaloBillCo @k3ithmccullough Plenty of beatdowns outside of software. This week I added $SPGI $BAH $PINS $FA $FCN. Looking for $NTDOY $UMG $CMG and $TTWO but I want them lower"  
[X Link](https://x.com/valuations_/status/2022010977253040336)  2026-02-12T18:12Z 19.2K followers, [---] engagements


"Just got long $MSTR. Lets go"  
[X Link](https://x.com/valuations_/status/2019467103942701096)  2026-02-05T17:44Z 19.2K followers, [----] engagements


"When the consensus sentiment on FinTwit is its over theres only one thing to do: find the nastiest beaten down shitco with the highest ratio of grave dances and buy short dated calls"  
[X Link](https://x.com/valuations_/status/2019801165991428362)  2026-02-06T15:51Z 19.2K followers, [----] engagements


"Im only investing in hard assets. Atoms over bytes is something only terminally online goobers would say. What are you a 19th century rubber baron Are you JD Rockefeller consolidating the oil industry Are you building the first transcontinental railroad Shut the fuck up"  
[X Link](https://x.com/valuations_/status/2020613665116889180)  2026-02-08T21:40Z 19.2K followers, 18.1K engagements


"You guys cannot be serious with this"  
[X Link](https://x.com/valuations_/status/2020909232569139491)  2026-02-09T17:14Z 19.2K followers, 14K engagements


"In the past month $FA -30% on labor market weakness. They provide background checks so JOLTS hires the closest proxy to volume. I have it at 7% FY27 FCF yield. They own 25% of the market w/ plenty of exposure to healthcare and industrials"  
[X Link](https://x.com/valuations_/status/2021304908138397733)  2026-02-10T19:26Z 19.2K followers, [----] engagements


"Lots of panic over revisions tomorrow so wouldnt be surprised to see it catch a bid on a better than expected print. Priced for continued labor market deterioration but I think its bottoming soon and 2H26 will show strength from fiscal"  
[X Link](https://x.com/valuations_/status/2021304911258845193)  2026-02-10T19:26Z 19.2K followers, [----] engagements


"Elevator up. Elevator down"  
[X Link](https://x.com/valuations_/status/2021331831988044017)  2026-02-10T21:13Z 19.2K followers, [----] engagements


"Tactical trade. $FA is a baby getting thrown out with the SaaS-water. Im betting labor market reaccelerating in the second half will provide at least 40% upside. Full write up here: https://open.substack.com/pub/valuations/p/first-advantager=5s8778&utm_medium=ios https://open.substack.com/pub/valuations/p/first-advantager=5s8778&utm_medium=ios"  
[X Link](https://x.com/valuations_/status/2021644566169079851)  2026-02-11T17:56Z 19.2K followers, [----] engagements


"$FA is a data flywheel. More customers more screens more records better coverage which attracts more customers. integrated into 100+ Human Capital Management platforms with high switching costs 96-97% retention rates. Duopoly with substantial pricing power"  
[X Link](https://x.com/valuations_/status/2021650595984420904)  2026-02-11T18:20Z 19.2K followers, [---] engagements


"Cant stop. Wont stop"  
[X Link](https://x.com/valuations_/status/2021938605732901242)  2026-02-12T13:25Z 19.2K followers, 10.9K engagements


"The takeaway here is if you think the AI bubble is most analogous to the dot com bubble then tighten those chin straps were just getting started. Wow. https://t.co/T1F48QiOKi Wow. https://t.co/T1F48QiOKi"  
[X Link](https://x.com/valuations_/status/2021968184145002538)  2026-02-12T15:22Z 19.2K followers, [----] engagements


"Havent seen any YTD screenshots lately"  
[X Link](https://x.com/valuations_/status/2021987744051081618)  2026-02-12T16:40Z 19.2K followers, [----] engagements


"*me tweeting this is probably a sign to get long shitcos"  
[X Link](https://x.com/valuations_/status/2021988601370976460)  2026-02-12T16:43Z 19.2K followers, [----] engagements


"LLMs suck at graphic design and video editing. Distribution always wins $ADBE is absurd screaming buy. I dont care if you think theyre cooked"  
[X Link](https://x.com/valuations_/status/2022011865883455915)  2026-02-12T18:16Z 19.2K followers, 12K engagements


"Either the indices are going to roll or we get a face ripper in shitcos and $IGV. Which is it Its over Face ripper Its over Face ripper"  
[X Link](https://x.com/valuations_/status/2022091756704346399)  2026-02-12T23:33Z 19.2K followers, [----] engagements


"Pinterest is at a 12% FCF yield if you add back SBC. 3.5% FCF yield if you dont. Come on now Twitter is being held together by [--] engineers Nikita and some duct tape and $PINS cant cut that SBC *Im a newly minted bag holder"  
[X Link](https://x.com/valuations_/status/2022280659847282750)  2026-02-13T12:04Z 19.2K followers, 15.3K engagements


"@SouthernValue95 Made $AMZN a core position this week. Totally silly reaction. $FA got hosed again today as people seem to believe were entering a deflationary era where AI is going to spike UE to 10%. Back on planet earth the cycle is likely near trough. Tactical trade. $FA is a baby getting thrown out with the SaaS-water. Im betting labor market reaccelerating in the second half will provide at least 40% upside. Full write up here: https://t.co/URHHQeREvv https://t.co/BlJWvoDPhI Tactical trade. $FA is a baby getting thrown out with the SaaS-water. Im betting labor market reaccelerating in"  
[X Link](https://x.com/valuations_/status/2022449260575289423)  2026-02-13T23:14Z 19.2K followers, [----] engagements


""74% of the S&P [---] companies have reported results for Q4 [----] to date. Of these companies 74% have reported actual EPS above estimates." "Earnings growth rate for Q4 is 13.2% today.fifth consecutive quarter of double-digit earnings growth for the index." (FactSet)"  
[X Link](https://x.com/valuations_/status/2022752809586663489)  2026-02-14T19:20Z 19.2K followers, [----] engagements


"AI is not going to displace PDFs anytime soon. AI not good enough for the last mile on photo and especially video. Adobe the only one offering protection against liability enterprise customers are not going to take risk w/ images made using unlicensed IP. Future is cloudy hence DD growth at 12x FCF net SBC. https://twitter.com/i/web/status/2022840624869769454 https://twitter.com/i/web/status/2022840624869769454"  
[X Link](https://x.com/valuations_/status/2022840624869769454)  2026-02-15T01:09Z 19.2K followers, [--] engagements


"@DummyCapital @ContrarianCurse Agreed. Tho I always said the RL losses were a scapegoat for Reels"  
[X Link](https://x.com/valuations_/status/2017052155065049379)  2026-01-30T01:48Z 19K followers, [---] engagements


"@DummyCapital @ContrarianCurse And tbh I dont have faith that Zuckerberg will ever build Super intelligence or the metaverse and eventually FoA will probably lose relevance. Next recession Meta will get crushed"  
[X Link](https://x.com/valuations_/status/2017052584901534167)  2026-01-30T01:49Z 19K followers, [---] engagements


"@Defiantclient2 @philliplyle410 @ASTS_Investors You picked the right day to troll my short book was on feugo"  
[X Link](https://x.com/valuations_/status/2017054075255214364)  2026-01-30T01:55Z 19K followers, [---] engagements


"@thekookreport @spradnik @Defiantclient2 @AST_SpaceMobile @silberschmelzer @spacanpanman EBIT"  
[X Link](https://x.com/valuations_/status/2017054441321472307)  2026-01-30T01:57Z 19K followers, [---] engagements


"@Defiantclient2 @philliplyle410 @ASTS_Investors Current basis is $91 just to be clear. (I dont fabricate for internet clout like guys named Kevin). I dont care if it goes up another 100%. The real fun gets started when the bubble pops"  
[X Link](https://x.com/valuations_/status/2017192728849780767)  2026-01-30T11:06Z 19K followers, [---] engagements


"@REdebtlawyer @Defiantclient2 @philliplyle410 @ASTS_Investors Were they highlighted as risks to a short position or a long position"  
[X Link](https://x.com/valuations_/status/2017273895334670424)  2026-01-30T16:29Z 19K followers, [--] engagements


"@Defiantclient2 @REdebtlawyer @philliplyle410 @ASTS_Investors Neat. The stock is up 500% since Q125 several reasons unrelated to timeline. Management has made some very lofty promises for [----]. We shall see"  
[X Link](https://x.com/valuations_/status/2017283734953681265)  2026-01-30T17:08Z 19K followers, [--] engagements


"@spacanpanman @Defiantclient2 @thekookreport @PiranhaCapital @spradnik @AST_SpaceMobile @silberschmelzer Keep the memes coming. Its cute"  
[X Link](https://x.com/valuations_/status/2017285163000942956)  2026-01-30T17:13Z 19K followers, [---] engagements


"@Investor_NICK_ They think money is just bouncing from one rolling bubble to the next and dont understand how much leverage is intertwined in all these trades"  
[X Link](https://x.com/valuations_/status/2017691878594937290)  2026-01-31T20:10Z 19K followers, [---] engagements


"@rev_cap If inflation and labor are soft why would he have a hard time getting the board to cut"  
[X Link](https://x.com/valuations_/status/2017949396499833005)  2026-02-01T13:13Z 19K followers, [----] engagements


"Watching $HOOD $COIN and metals all puke in tandem"  
[X Link](https://x.com/valuations_/status/2018340679722664256)  2026-02-02T15:08Z 19K followers, [----] engagements


"Whats a good example of an agency business (Intermediary expert sells a high margin product to an uninformed customer)"  
[X Link](https://x.com/valuations_/status/1432723425034784778)  2021-08-31T15:14Z 19.2K followers, [--] engagements


"$BB.PA $BICEY is an interesting cigar butt. 10x earnings and 8% FCF yield 4% divy and buying back 2% annually. Simple biz: pens lighters razors. Great position but all [--] facing secular decline so question is how long of a half life Anyone have opinions"  
[X Link](https://x.com/valuations_/status/1643243486198792195)  2023-04-04T13:25Z 19.2K followers, [----] engagements


"I recently bought $UMG $NKE $LW. Does that make me a Compounder Bro or a Value investor"  
[X Link](https://x.com/valuations_/status/1816893690755055705)  2024-07-26T17:49Z 19.2K followers, 26.1K engagements


"Cant remember the last time I saw so many mid to large caps dump 20-30% on slight misses. Feels ominous"  
[X Link](https://x.com/valuations_/status/1986446084630036723)  2025-11-06T14:50Z 19.2K followers, 106.9K 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 19.1K followers, [---] engagements


"@pepespooo Lower half of the K looked better than I expected. $ROST $TJX $DLTR $WMT even $JACK. No question lower half is in worse shape but they are spending"  
[X Link](https://x.com/valuations_/status/1996235251744407798)  2025-12-03T15:09Z 19.1K followers, [---] 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 19.2K followers, [----] engagements


"$REGN +45% in [--] months. This has to be the most inefficient market in history. [--] 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. [--] 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"  
[X Link](https://x.com/valuations_/status/2008913564375957744)  2026-01-07T14:48Z 19.1K followers, [----] engagements


"Insane amount of people who believe a reasonable penalty for disobeying law enforcement is immediate death"  
[X Link](https://x.com/valuations_/status/2009406001641083213)  2026-01-08T23:24Z 19.1K followers, 486.4K engagements


"@P_Remarks *Also $INTU should change its ticker to $INUT"  
[X Link](https://x.com/valuations_/status/2011525991857017122)  2026-01-14T19:49Z 19K followers, [----] engagements


"Sign my petition to change the name of the January Effect to the Shitco Effect. EVERY. SINGLE. TRADING DAY of [----] $IWM has outperformed $SPY 8-day win streak now. Remember it's not just that the calendar year changes market regimes often change in the 1st two weeks of a New Year. $SPX $RUT $RTY $ES_F $NYA $QQQ $DIA $IJR $ES_F https://t.co/BFdI8EBoDV EVERY. SINGLE. TRADING DAY of [----] $IWM has outperformed $SPY 8-day win streak now. Remember it's not just that the calendar year changes market regimes often change in the 1st two weeks of a New Year. $SPX $RUT $RTY $ES_F $NYA $QQQ $DIA $IJR"  
[X Link](https://x.com/valuations_/status/2011898365857186159)  2026-01-15T20:28Z 19.1K followers, [----] engagements


"@riddle245 $UNH too hairy for me. I like $MOH for healthcare but sold the bounce. $APP down a lot but seems like it will get hammered when the cycle turns and now negative momo"  
[X Link](https://x.com/valuations_/status/2014054371542081946)  2026-01-21T19:15Z 19.1K followers, [---] engagements


"@BeeliCapital $DFS acquisition. Havent seen any good write ups but if you come across one please send it my way"  
[X Link](https://x.com/valuations_/status/2014725621885047262)  2026-01-23T15:43Z 19.1K followers, [---] engagements


"Debasement trade de-dollarization and sell US / buy EMs takes are all going to age like milk"  
[X Link](https://x.com/valuations_/status/2016223968659661188)  2026-01-27T18:57Z 19.1K followers, 37.3K engagements


"$SBUX comps"  
[X Link](https://x.com/valuations_/status/2016510057634988489)  2026-01-28T13:53Z 19.1K followers, [----] engagements


"@iBladesi I had to cover. Looks like a well done report but the first catalyst is their auditor might resign and second of three listed is The SEC intensifies scrutiny and other agencies investigate Carvana and Drive Time"  
[X Link](https://x.com/valuations_/status/2016570878050345421)  2026-01-28T17:55Z 19.1K followers, [---] engagements


"@ContrarianCurse Sorry but did you not see 30% revenue growth off a $42B base How do you think they achieved this at that scale"  
[X Link](https://x.com/valuations_/status/2016833441229070500)  2026-01-29T11:18Z 19.1K followers, [----] engagements


"Lmao at metals falling with risk assets. Everything is a fucking meme now"  
[X Link](https://x.com/valuations_/status/2016898460704739524)  2026-01-29T15:37Z 19.1K followers, 10.5K engagements


"+$2B liquidity injection courtesy of $TSLA holders. If they dont merge all [--] and use the ticker $MUSK I will be deeply disappointed. Wen $MUSK HoldCo Wen $MUSK HoldCo"  
[X Link](https://x.com/valuations_/status/2016947452784287815)  2026-01-29T18:52Z 19.1K followers, [----] engagements


"@BuffaloBillCo"  
[X Link](https://x.com/valuations_/status/2017311374678933876)  2026-01-30T18:58Z 19.1K followers, [---] engagements


"@fute_nukem @atelicinvest Watching all the crypto shills pivot so quickly to AI after they got blown out in [--] made me really skeptical of AI and late to recognize the exponential progress"  
[X Link](https://x.com/valuations_/status/2017995665230467479)  2026-02-01T16:17Z 19K followers, [--] engagements


"Assume FCF is negative for the next [--] years. Highlighted lines are Revenue EBIT Net Income. With no other information what is the right earnings multiple for this stock"  
[X Link](https://x.com/valuations_/status/2018282243630752023)  2026-02-02T11:15Z 19.1K followers, 10.1K engagements


"Maybe Im naive (and I am) but wont TurboTax and QB just use AI to become even easier and more user friendly while offering a safeguard from errors and hallucinations on a trusted platform Seems like another case where distribution/network will be the long-term advantage"  
[X Link](https://x.com/valuations_/status/2019080773639213415)  2026-02-04T16:09Z 19.1K followers, [----] engagements


"@rjrcapital Its cheap and easy and 35% of taxpayers already have their data from previous filings prefilled. Its sensitive data so people not going to churn for some rando start up and a $50 savings"  
[X Link](https://x.com/valuations_/status/2019132998453719397)  2026-02-04T19:36Z 19.1K followers, [---] engagements


"@Frazier_Cap @GaryMarcus I dont think thats accurate. Every model I use still rife with hallucinations. His core argument is diminishing returns on scaling and it wont lead to AGI. Models have gotten better but would you agree the delta between ChatGPT [--] to [--] compared to [--] to [--] is much smaller"  
[X Link](https://x.com/valuations_/status/2019380193971061092)  2026-02-05T11:58Z 19.1K followers, [---] engagements


"@saylor HODL THE DOOR"  
[X Link](https://x.com/valuations_/status/2019459202754678879)  2026-02-05T17:12Z 19.1K followers, [----] engagements


"Munger: Inflation is the biggest long range danger we have next to nuclear war. Interviewer: Is it something investors need to be worried about specifically when it comes to growth stocks 🤣🤣 AYFK"  
[X Link](https://x.com/anyuser/status/1494013737434431488)  2022-02-16T18:20Z 19.2K followers, [---] engagements


"If Tobi had done a massive raise at $1500 dunked on sell side and said hes being a sensible steward hed be a legend. But he didnt. He bought a NFT added .ETH to his screen name and bitched about short sellers. No soup for you"  
[X Link](https://x.com/anyuser/status/1523460585622433793)  2022-05-09T00:31Z 19.2K followers, [---] engagements


"If $ATVI closes $SONY and $META will be in a bidding war for $TTWO. https://www.xfire.com/sony-preparing-buy-take-two-interactive/ https://www.xfire.com/sony-preparing-buy-take-two-interactive/"  
[X Link](https://x.com/valuations_/status/1631673019356807168)  2023-03-03T15:08Z 19.2K followers, 38.5K engagements


"$BAKKA is dirt cheap. CEO knows it. Puked twice now in the last month on the same news"  
[X Link](https://x.com/valuations_/status/1694088062849138768)  2023-08-22T20:44Z 19.2K followers, [----] engagements


"$PM the new face of ESG"  
[X Link](https://x.com/valuations_/status/1798035955544429027)  2024-06-04T16:55Z 19.2K followers, 330.2K engagements


"@psyopcapital @atelicinvest $BAB.L $BTI"  
[X Link](https://x.com/valuations_/status/1877451992584397110)  2025-01-09T20:26Z 19.2K followers, [---] engagements


"@addamloop Recently. $LOCO is better but $CMG still a good value"  
[X Link](https://x.com/valuations_/status/1988260882216796344)  2025-11-11T15:01Z 19.2K followers, [---] engagements


"No idea how you can look at retail earnings and guides and come to the conclusion were on the verge of recession"  
[X Link](https://x.com/valuations_/status/1996193133261189151)  2025-12-03T12:21Z 19.2K followers, 25.2K engagements


"The $ASTS pumpers claim its worth $1T more valuable than $TMUS $T $VZ combined but somehow the telecos (who invested or partnered w/ AST) are too stupid to recognize its inherent massive value and acquire the assets yet a large group of retail schlubs have figured it out"  
[X Link](https://x.com/valuations_/status/2008182782040887514)  2026-01-05T14:24Z 19.2K followers, 55.1K engagements


"Yes definitely the cold weather impacting $SHAK not the $15-$20 average ticket per guest. Shake Shack CEO Rob Lynch at the ICR Conference saying he doesn't like making excuses for weak sales that usually companies can work through challenges but "we can't turn the temperature up in the Northeast." $SHAK Shake Shack CEO Rob Lynch at the ICR Conference saying he doesn't like making excuses for weak sales that usually companies can work through challenges but "we can't turn the temperature up in the Northeast." $SHAK"  
[X Link](https://x.com/valuations_/status/2010710999351865540)  2026-01-12T13:50Z 19.2K followers, [----] engagements


"@P_Remarks PR I like you man but dont make me post a [--] month $AMN / $CCRN chart"  
[X Link](https://x.com/valuations_/status/2011535243069804706)  2026-01-14T20:25Z 19.2K followers, [----] engagements


"@bucketshopcap @buysidebogey Nice SOTP you got there. So whats the catalyst Is management going to untangle that convoluted structure and unlock the value"  
[X Link](https://x.com/valuations_/status/1786048945229013352)  2024-05-02T15:03Z 19.2K followers, [---] 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 19.2K followers, 11.1K engagements


"@uer7ert7ert7 $FCN"  
[X Link](https://x.com/valuations_/status/1997263950807707992)  2025-12-06T11:16Z 19.2K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing