LunarCrush LLM | creator/twitter::1121402533669429248/posts

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@WSkuban](/creator/twitter/WSkuban)
"I modeled $SMMT s ivonescimab with a 2030 launch using Keytrudas historical and my projected revenues as a guide. At a XX% discount rate the implied value was around $80/share but thats before factoring in operating costs taxes SG&A R&D and dilution. Once I layered in real-world expenses the valuation quickly fell from the mid-$50s to the low $30s. At that point the risk/reward just didnt make sense. Most of the pivotal data so far comes from China via their partner Akeso while only three U.S. trials are underway each likely to take several years. The early results are impressive and"  
[X Link](https://x.com/WSkuban/status/1976523020333191562) [@WSkuban](/creator/x/WSkuban) 2025-10-10T05:39Z XXX followers, 1230 engagements


"$SfM continues to look interesting"  
[X Link](https://x.com/WSkuban/status/1979428095535767654) [@WSkuban](/creator/x/WSkuban) 2025-10-18T06:03Z XXX followers, XX engagements


"@Mindset4Money_X $ADBE has my vote"  
[X Link](https://x.com/WSkuban/status/1978848805073174812) [@WSkuban](/creator/x/WSkuban) 2025-10-16T15:41Z XXX followers, 1632 engagements


"Monster quarter for $AXP Long-term holding of mine and will remain as such. This name deserves a XX multiple no doubt. 9-10% long term revenue growth and low teens eps growth with a growing dividend. Still looking like a $XXX price target and maybe a $XXX stretch. The platinum card refresh is having its best start ever Bullish long term"  
[X Link](https://x.com/WSkuban/status/1979248910796251502) [@WSkuban](/creator/x/WSkuban) 2025-10-17T18:11Z XXX followers, XX engagements


"Current Portfolio: Increased: $MRK $ADBE $AMZN Decreased: $GOOG $AXP $OSCR EXITED*: $CRSP $BRK $CPRT $VOO $AMAT Short: $NBIS $RGTI and a few more Long: No longs open currently Sitting on 50/40/5/5 $BTC $ETH $SOL and Specs"  
[X Link](https://x.com/WSkuban/status/1979775804050755749) [@WSkuban](/creator/x/WSkuban) 2025-10-19T05:05Z XXX followers, XXX engagements


"Sprouts Farmers Market ($SFM) is a tricky name to value It often trades more like a Costco ($COST) despite being a specialty grocer. I think the stock makes sense as a buy around 1.01.15x price-to-sales with a reasonable long-term price target around $200"  
[X Link](https://x.com/WSkuban/status/1979788655666545033) [@WSkuban](/creator/x/WSkuban) 2025-10-19T05:56Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@WSkuban "I modeled $SMMT s ivonescimab with a 2030 launch using Keytrudas historical and my projected revenues as a guide. At a XX% discount rate the implied value was around $80/share but thats before factoring in operating costs taxes SG&A R&D and dilution. Once I layered in real-world expenses the valuation quickly fell from the mid-$50s to the low $30s. At that point the risk/reward just didnt make sense. Most of the pivotal data so far comes from China via their partner Akeso while only three U.S. trials are underway each likely to take several years. The early results are impressive and"
X Link @WSkuban 2025-10-10T05:39Z XXX followers, 1230 engagements

"$SfM continues to look interesting"
X Link @WSkuban 2025-10-18T06:03Z XXX followers, XX engagements

"@Mindset4Money_X $ADBE has my vote"
X Link @WSkuban 2025-10-16T15:41Z XXX followers, 1632 engagements

"Monster quarter for $AXP Long-term holding of mine and will remain as such. This name deserves a XX multiple no doubt. 9-10% long term revenue growth and low teens eps growth with a growing dividend. Still looking like a $XXX price target and maybe a $XXX stretch. The platinum card refresh is having its best start ever Bullish long term"
X Link @WSkuban 2025-10-17T18:11Z XXX followers, XX engagements

"Current Portfolio: Increased: $MRK $ADBE $AMZN Decreased: $GOOG $AXP $OSCR EXITED*: $CRSP $BRK $CPRT $VOO $AMAT Short: $NBIS $RGTI and a few more Long: No longs open currently Sitting on 50/40/5/5 $BTC $ETH $SOL and Specs"
X Link @WSkuban 2025-10-19T05:05Z XXX followers, XXX engagements

"Sprouts Farmers Market ($SFM) is a tricky name to value It often trades more like a Costco ($COST) despite being a specialty grocer. I think the stock makes sense as a buy around 1.01.15x price-to-sales with a reasonable long-term price target around $200"
X Link @WSkuban 2025-10-19T05:56Z XXX followers, XX engagements