[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.]

[@alexcapital01](/creator/twitter/alexcapital01)
"$UNH looks to be a bargain at this price. Price to Sales ratio: Revenue for 2024 came in at $400B. Let's be very conservative and assume a yearly revenue growth of X% till 2030. Thats $588B in revenue in 2030. At a P/S of XXX (conservative again) $UNH has a market cap of $705B. That's a XXX% return from today's market cap ($280B). Prive to Earnings ratio: We've assumed a revenue of $588B in 2030. Let's take a conservative X% net profit margin (the average net margin over the last X years sits at 5.50%). This gives us $29.4B in net income. Divide that by the shares outstanding today: 910M"  
[X Link](https://x.com/alexcapital01/status/1939450087135969374) [@alexcapital01](/creator/x/alexcapital01) 2025-06-29T22:25Z 1562 followers, 3006 engagements


"$PYPL's Fear and Greed Index"  
[X Link](https://x.com/alexcapital01/status/1978898246387831245) [@alexcapital01](/creator/x/alexcapital01) 2025-10-16T18:58Z 1563 followers, 13.8K engagements


"Big banks with an incredible quarter. It's looking very very very good for fintechs. $SOFI $HOOD $PYPL"  
[X Link](https://x.com/alexcapital01/status/1978079070408618099) [@alexcapital01](/creator/x/alexcapital01) 2025-10-14T12:42Z 1563 followers, 2686 engagements


"In Q2 $SOFI raised their FY25 EPS guidance by $0.03-$0.04 to $XXXX which is a XXX% year-over-year EPS growth compared to 2024. $SOFI is famous for underpromising and overdelivering every quarter. I believe we will see the same in Q3"  
[X Link](https://x.com/alexcapital01/status/1976271682001326362) [@alexcapital01](/creator/x/alexcapital01) 2025-10-09T13:01Z 1562 followers, 8955 engagements


"While everybody is looking at $TSM's CapEx I'm looking at the CFO's comments during the Q3 earnings call. 👉🏻 When asked if revenue growth is in danger as a result of the high CapEx spend CFO Wendll Huang mentioned: "If we do our job right the growth of our business or of our revenue should outpace the growth of the CapEX. That is what we have been delivering in thepast few years. Now going forward assuming we're still doing a very good job we will continue to see that happening again.""  
[X Link](https://x.com/alexcapital01/status/1978871534749126679) [@alexcapital01](/creator/x/alexcapital01) 2025-10-16T17:11Z 1562 followers, XXX engagements


"@LeStonkJames Yes and I love it. More of that during the earnings call please"  
[X Link](https://x.com/alexcapital01/status/1978888394462642333) [@alexcapital01](/creator/x/alexcapital01) 2025-10-16T18:18Z 1562 followers, XX engagements


"@investingbyGenZ I'm personally looking at $PYPL $ZETA $TMDX and maybe $NVO. Still trying to figure out what to make of Trump's announcement for them"  
[X Link](https://x.com/alexcapital01/status/1979109633672270175) [@alexcapital01](/creator/x/alexcapital01) 2025-10-17T08:58Z 1561 followers, XXX engagements


"$TMDX quick valuation. TransMedics targets a XX% operating margin by 2028. The current LTM operating margin sits at 14%. Revenue for FY2025 should be around $600M (guidance: $585M-$604M; XX% YoY growth). 👉🏻 Assuming a conservative XX% revenue growth until 2028 revenue could reach $1.036B. Applying a XX% operating margin to that number gets us a $311M in operating profit. $TMDX operating and net profit margin are very close as the company has minimal interest expenses (this could change) thanks to the XXXX% Convertible Senior Notes due in 2028. Let's assume that the net margin expands to 25%"  
[X Link](https://x.com/alexcapital01/status/1977395700682875109) [@alexcapital01](/creator/x/alexcapital01) 2025-10-12T15:27Z 1562 followers, 8154 engagements


"$LVMH biggest revenue driver 'Fashion & Leather Goods' is still trending down but saw a recovery in Q3. Overall the company expressed their confidence in a better performance in 2026. Stock is up +9% AH but is still trading at a 23x Forward PE. Even with the recovery signs I'm staying clear of Europe's second-largest company for now"  
[X Link](https://x.com/alexcapital01/status/1978196436631290182) [@alexcapital01](/creator/x/alexcapital01) 2025-10-14T20:29Z 1563 followers, 2826 engagements


"Well you just said it. I believe the new features they unveiled will attract a lot of new customers. $ZETA's management is also well known for their guidance beat and raise (14 in a row). If you look through the numbers they imply XX% revenue CAGR XX% bottom line CAGR and XX% FCF CAGR. That's some serious growth"  
[X Link](https://x.com/alexcapital01/status/1979630285726916960) [@alexcapital01](/creator/x/alexcapital01) 2025-10-18T19:26Z 1562 followers, XXX engagements


"$ZETA received a big upgrade from Roth MKM with a PT of $XX. If $ZETA grows revenue XX% (like they desire) in one year that means they value the company at a P/S of X. Zeta's P/S today sits at 4.30x. Massive. _________________________________ ($44 x 238M shares outstanding = $10472B market cap / $1385M in revenue = 7.5)"  
[X Link](https://x.com/alexcapital01/status/1976343666420527222) [@alexcapital01](/creator/x/alexcapital01) 2025-10-09T17:47Z 1563 followers, 3799 engagements


"Find yourself a lover that loves you as much as $PYPL and the $65-$70 range. $PYPL is the only stock down in my portfolio after a sell-rating from Goldman Sachs mentioning a lower 2026 Transaction Margin growth than expected. My simple take : the Q3 earnings report is in two weeks. Alex Chriss will give us more information about PayPal's outlook. Wait & see"  
[X Link](https://x.com/alexcapital01/status/1977818928567951775) [@alexcapital01](/creator/x/alexcapital01) 2025-10-13T19:29Z 1563 followers, 4928 engagements


"A new XXX filing just came out. 🚨 $HIMS CEO Andrew Dudum intends to sell 175661 shares. A day after tweeting about a $HIMS short squeeze Dudum sells some of his shares. Not a great look at all"  
[X Link](https://x.com/alexcapital01/status/1978931209976627236) [@alexcapital01](/creator/x/alexcapital01) 2025-10-16T21:09Z 1563 followers, 74.7K engagements


"$ZETA looks cheap to me right now. The company is currently valued at 4x Sales. For a company growing revenue XX% in the recent quarters and aiming to grow XX% until 2028 the stock is not trading at a premium at all"  
[X Link](https://x.com/alexcapital01/status/1979199328771031264) [@alexcapital01](/creator/x/alexcapital01) 2025-10-17T14:54Z 1563 followers, 5213 engagements


"Another great $TSM quarter means analysts upgraded their PT estimates once more. Still a lot of upside from today's share price"  
[X Link](https://x.com/alexcapital01/status/1980252220147876336) [@alexcapital01](/creator/x/alexcapital01) 2025-10-20T12:38Z 1563 followers, XXX engagements