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[@MonkEchevarria](/creator/twitter/MonkEchevarria)
"Alphabet's Gemini hitting 450M users validates their AI strategy perfectly. With a MonkScore of XX the fundamentals back this momentum - XX growth score and XX% operating income growth show real execution power. The token processing doubling to XXX trillion monthly proves they're scaling infrastructure to match demand. Strong buy territory here"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948444766644978005) 2025-07-24 18:06:47 UTC 13.7K followers, XX engagements


"This Centene volatility shows exactly why I focus on fundamentals over daily noise. A -XX% to +10% swing based on CEO comments highlights how emotions drive short-term moves while real value stays hidden. Healthcare stocks with solid metrics often reward patient investors after these dramatic swings settle"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948840133706612795) 2025-07-25 20:17:50 UTC 13.7K followers, XXX engagements


"This earnings week will be market-moving given Apple's MonkScore of XX. With ROIC at XX% and ROE at XXX% Apple's profitability machine remains unmatched despite premium valuation concerns. The company's fortress balance sheet and operational excellence should drive continued outperformance regardless of short-term earnings noise"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949165813900206213) 2025-07-26 17:51:58 UTC 13.7K followers, XX engagements


"Google Cloud's explosive growth to $13.6B validates Alphabet's AI strategy despite the $10B capex concerns. With XX growth score and XX profitability score the XXXX% YoY cloud growth shows this investment cycle is paying off. The market's initial dip feels shortsighted given these fundamentals"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948445951875842444) 2025-07-24 18:11:29 UTC 13.7K followers, XXX engagements


"@LucidInvesting Google's AI dominance is real but the market's sleeping on it. Trading at XXXX PE with XX% net margins and XX% ROE this is a cash-generating machine being priced like a value stock. The poll confirms what the numbers show - Google's winning the AI race while trading cheap"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949154491883982875) 2025-07-26 17:06:59 UTC 13.7K followers, XX engagements


"The muted reaction to Elevance's earnings miss reveals market wisdom. With a XX MonkScore driven by exceptional growth sustainability (98th percentile) and attractive PEG ratio (93rd percentile) fundamentals trump short-term noise. Smart money recognizes quality when they see it"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1945904917174219168) 2025-07-17 17:54:20 UTC 13.7K followers, XXX engagements


"Deckers remains a compelling buy despite tariff headwinds. The 99th percentile ROIC and 40%+ ROE showcase exceptional capital efficiency that should weather margin pressure. Strong brands like HOKA driving XX% growth plus $1.7B cash for buybacks create a powerful combination for long-term outperformance"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948826993812013364) 2025-07-25 19:25:37 UTC 13.7K followers, XX engagements


"Those unusual options sweeps on Alphabet signal smart money positioning ahead of a potential breakout. With a XX% ROIC and XX% ROE the fundamentals back this bullish sentiment perfectly. The XX MonkScore suggests this isn't just short-term speculation but recognition of long-term value"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949158339268743399) 2025-07-26 17:22:16 UTC 13.7K followers, XX engagements


"Mike's parabolic call on OSCR makes sense given the fundamentals. Trading at just 0.37x sales (94th percentile value) with XX% revenue growth this healthcare disruptor is severely undervalued. The XX MonkScore reflects exceptional value and growth metrics that typically precede major moves. I'm bullish on OSCR's trajectory"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949168524452360637) 2025-07-26 18:02:44 UTC 13.7K followers, 1105 engagements


"@thexcapitalist UNH at $XXX screams opportunity amid the pessimism. With a P/E of 12.8x and XX% ROE the fundamentals are rock solid while sentiment drives the selloff. History shows these healthcare giants bounce back strong when fear peaks - just like META and GOOG did"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948432206206042428) 2025-07-24 17:16:52 UTC 13.7K followers, XXX engagements


"UNH's legal troubles mirror Boeing's playbook - scandals often create buying opportunities for quality companies. With a 12.8x P/E and XX% ROE the fundamentals remain rock solid despite regulatory noise. History shows investors who buy during controversy often win big when dust settles"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948430629386744248) 2025-07-24 17:10:36 UTC 13.7K followers, 1391 engagements


"Alphabet's Q2 results confirm what the fundamentals already showed - this isn't a declining company. With XX% operating income growth and XX% net margins GOOG demonstrates the pricing power everyone doubts. The AI narrative creates opportunity for patient investors willing to look past quarterly noise"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948446348979695652) 2025-07-24 18:13:04 UTC 13.7K followers, XX engagements


"Hey @grok who were the X most famous investors to visit my profile in the last X years It doesnt need to be a mutual"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949213191747350798) 2025-07-26 21:00:14 UTC 13.7K followers, XXX engagements


"Centene's X% surge reflects genuine value recognition not just short squeeze noise. With a P/E of 7.9x and P/S at 0.16x this stock screams undervalued fundamentals. The XX% buyback yield shows management backing their confidence with real capital allocation. CEO optimism finally catching up to the numbers"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948842898923159773) 2025-07-25 20:28:49 UTC 13.7K followers, XX engagements


"UNH's XXX% drop on restated DOJ news shows classic market overreaction. Trading at 12.8x earnings with XX% ROE this healthcare giant remains fundamentally sound despite regulatory noise. The Medicare investigation creates short-term volatility but doesn't change the long-term value proposition for patient investors"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948438897588933081) 2025-07-24 17:43:28 UTC 13.7K followers, XXX engagements


"Barry's $XXX target looks achievable given Google's fundamentals. With XX growth score and XX profitability score the company shows exceptional momentum - XX% operating income growth and XX% ROE speak volumes. The AI competition narrative is overblown when you're generating $75B in free cash flow annually"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948446786504343713) 2025-07-24 18:14:48 UTC 13.7K followers, XXX engagements


"Newmont's Q2 beat confirms what the fundamentals show - this is a quality gold play trading cheap. At 13x earnings with 92nd percentile value metrics and 88th percentile operating margins NEM offers rare combination of profitability and discount pricing. The XXX% cash surge addresses my main concern about mining sector leverage risks"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948814204431204591) 2025-07-25 18:34:48 UTC 13.7K followers, XXX engagements


"Strong Q2 results confirm my bullish stance on Newmont. That record $1.7B quarterly free cash flow and new $3B buyback program validate the XX value score I've been highlighting. Net profit margins in the 92nd percentile show this isn't just commodity luck - it's operational excellence. In my opinion NEM remains a compelling buy despite mining sector headwinds"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948815665781243931) 2025-07-25 18:40:36 UTC 13.7K followers, XX engagements


"Puma's struggles highlight why I prefer Deckers Outdoor. While Puma drowns in 2.15B inventory and projects massive losses Deckers maintains 99th percentile profitability with XXXXX% operating margins. Management execution matters more than tariff excuses - Deckers proves premium footwear can thrive when run properly"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948826610637177177) 2025-07-25 19:24:06 UTC 13.7K followers, XX engagements


"This $575M dark pool trade signals serious institutional confidence in Apple. With a MonkScore of XX the fundamentals back this up completely. ROIC at XX% (97th percentile) and cash conversion at -XX days show why smart money keeps accumulating. Premium valuation concerns fade when profitability is this exceptional"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1946593155601625333) 2025-07-19 15:29:08 UTC 13.7K followers, XXX engagements


"@Earnings_Time Elevance Health's Q2 miss doesn't change the compelling long-term story here. Carelon's XX% growth and 98th percentile sustainability metrics show this diversification strategy is working despite near-term margin pressure. The 93rd percentile PEG ratio screams value opportunity"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1945907221381955795) 2025-07-17 18:03:29 UTC 13.7K followers, XX engagements


"In my opinion @CarrotInterest nails it - Google's "decline" narrative is overblown nonsense. With XX% operating income growth and a XX% net margin Alphabet proves AI integration strengthens rather than threatens its core business. The XX score reflects exceptional growth and profitability fundamentals that smart money recognizes"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948445085282304113) 2025-07-24 18:08:03 UTC 13.7K followers, XX engagements


"Waymo's $20+ per kilometer pricing versus Uber's $XX shows Google's autonomous tech still carries premium costs. With GOOG's XX% operating margins and XX% net income growth they can afford to subsidize adoption while competitors struggle with unit economics. The moat widens as scale improves"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949155607543796015) 2025-07-26 17:11:25 UTC 13.7K followers, XX engagements


"Humana's XX MonkScore makes this a compelling buy despite the AI healthcare hype. The 97th percentile price-to-sales ratio and 98th percentile gross margin show exceptional value and profitability fundamentals that matter more than speculative tech promises. While Clover's AI vision sounds exciting I'd rather own the established player trading at attractive metrics with proven shareholder returns"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1946580285187092922) 2025-07-19 14:38:00 UTC 13.7K followers, XX engagements


"Oscar Health deserves serious attention despite the technical noise. With a XX MonkScore driven by exceptional value metrics (P/S at 94th percentile P/FCF at 99th percentile) and strong XX% revenue growth the fundamentals tell a compelling story. The gap-fill target seems reasonable given these metrics"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949169204122599808) 2025-07-26 18:05:26 UTC 13.7K followers, XXX engagements


"Oscar Health's corrected $1.52B surplus cash figure doesn't change the bullish thesis. The XX MonkScore reflects exceptional value (100/100) and growth (87/100) fundamentals that matter more than cash precision. P/S at 94th percentile and revenue growth at 89th percentile support long-term outperformance potential despite statutory capital complexities"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949170098985730488) 2025-07-26 18:09:00 UTC 13.7K followers, XXX engagements


"@elneneloco813 GOOGL buy at $XXX is smart timing. With XX% operating margins and XX% ROE the profitability machine keeps printing money while trading at just 19x earnings. That XX% revenue growth paired with AI tailwinds makes this dip a gift for patient investors building positions"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949157192659263952) 2025-07-26 17:17:42 UTC 13.7K followers, XX engagements


"Elevance Health deserves serious consideration despite recent healthcare volatility. The 98th percentile growth sustainability and 93rd percentile PEG ratio at XXXX signal exceptional long-term value creation potential. While liquidity metrics warrant monitoring the fundamentals strongly favor patient investors over the next X years"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1945903651433931251) 2025-07-17 17:49:18 UTC 13.7K followers, XXX engagements


"You overlooked the fundamentals behind UNH's recent weakness. While RSI signals oversold conditions the DOJ investigation isn't just noise - it's a real regulatory headwind that technical analysis can't predict. With a 12.8x P/E and XX% ROE UNH offers compelling value for patient investors despite near-term volatility"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948433593736593439) 2025-07-24 17:22:23 UTC 13.7K followers, 1068 engagements


"Alphabet's $16.1B capital return shows smart balance between growth and shareholder value. With XX% ROIC and XX% ROE they're generating exceptional returns while scaling AI infrastructure. The $85B CapEx bet looks justified given their profitability machine can fund both expansion and returns. Strong buy territory here"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949157586659676391) 2025-07-26 17:19:16 UTC 13.7K followers, XX engagements


"Strong Q2 beat with $5.32B sales vs $4.85B estimate and massive FCF of $1.71B shows Newmont firing on all cylinders. In my opinion the 96th percentile PEG ratio and 92nd percentile net margins justify serious consideration here. Gold miners finally proving they can generate real cash flow when it matters most"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948814783723307267) 2025-07-25 18:37:06 UTC 13.7K followers, XXX engagements


"@FilingsTracker UNH's proactive DOJ engagement shows smart risk management not weakness. With a 12.8x P/E and XX% ROE the fundamentals remain rock solid despite regulatory noise. Market overreaction creates opportunity for patient investors in this healthcare giant"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948444025180102806) 2025-07-24 18:03:50 UTC 13.7K followers, XXX engagements


"UNH's recent drop creates an attractive entry point despite DOJ noise. With a XX MonkScore the fundamentals remain rock solid - trading at just 12.8x earnings while generating XX% ROE. The market is overreacting to regulatory headlines when the real story is exceptional value meeting strong profitability"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948433975510532106) 2025-07-24 17:23:54 UTC 13.7K followers, XX engagements


"In my opinion @TheValueTrade's technical entry zone makes sense given OSCR's MonkScore of XX. The stock trades at just 0.37x sales (94th percentile value) with XX% revenue growth (89th percentile). Sometimes the best fundamentals align with solid technicals - this looks like one of those times"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949169667807039681) 2025-07-26 18:07:17 UTC 13.7K followers, XXX engagements


"@TheTranscript_ Google's massive AI talent investments make perfect sense given the XX MonkScore fundamentals. With XX Growth and XX Profitability scores plus XX% ROIC and XX% ROE they have the financial firepower to win the AGI race. Smart capital allocation when you're printing money"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949154826388218281) 2025-07-26 17:08:18 UTC 13.7K followers, XXX engagements


"This DOJ investigation creates a buying opportunity for UnitedHealth. The X% drop seems overdone given the company's 12.8x P/E ratio and XX% ROE - fundamentals that scream value. Regulatory noise is temporary but these financial metrics suggest long-term outperformance potential remains intact"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948434828912984351) 2025-07-24 17:27:18 UTC 13.7K followers, XXX engagements


"HOKA's explosive growth story continues impressing me. $653M revenue (+20% YoY) with international markets nearly doubling shows real global expansion power. In my opinion Deckers' 99th percentile ROIC and XX% operating margin growth justify the premium valuation here. Strong fundamentals support long-term outperformance"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948824280684528135) 2025-07-25 19:14:50 UTC 13.7K followers, XX engagements


"UnitedHealth's proactive DOJ outreach shows smart damage control but the Medicare Advantage probe creates near-term uncertainty. With a 12.8x P/E and XX% ROE the fundamentals remain rock-solid despite regulatory headwinds. History suggests UNH recovers post-investigation making current weakness a potential buying opportunity for patient investors"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948431140487921996) 2025-07-24 17:12:38 UTC 13.7K followers, XXX engagements


"Newmont's buyback strategy makes perfect sense with an XX MonkScore. The company trades at just 0.79x PEG ratio and 16.3x EV/FCF - screaming undervaluation. With XXXX% net margins in the 92nd percentile they're generating serious cash to return to shareholders. Smart capital allocation beats gold hoarding"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948816024385847710) 2025-07-25 18:42:02 UTC 13.7K followers, XX engagements


"The XX% drop creates a compelling entry point for Elevance Health. The XXXX% medical loss ratio reflects predictable actuarial lag not structural breakdown. With a 93rd percentile price-to-earnings growth ratio and 98th percentile growth sustainability this temporary margin pressure masks exceptional long-term value"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1945906033769287948) 2025-07-17 17:58:46 UTC 13.7K followers, XXX engagements


"UNH's DOJ billing probe creates near-term noise but doesn't change the fundamental story. With a 12.8x P/E and XX% ROE the valuation remains compelling despite regulatory headwinds. Quality healthcare giants weather these storms - the business model stays intact while weak hands sell"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1948434345749856409) 2025-07-24 17:25:22 UTC 13.7K followers, XXX engagements


"@grok What a team ❤ I would love to have dinner with them"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949216119560036719) 2025-07-26 21:11:52 UTC 13.7K followers, XX engagements


"Google's token processing dominance is impressive but in my opinion the real story is their XX% ROIC and XX% ROE backing this AI infrastructure spend. While $85B capex shows commitment what matters is execution efficiency. The XX score reflects strong fundamentals beyond just scale advantages"  
![@MonkEchevarria Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1476494394152951810.png) [@MonkEchevarria](/creator/x/MonkEchevarria) on [X](/post/tweet/1949157985864814677) 2025-07-26 17:20:52 UTC 13.7K followers, XX engagements

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@MonkEchevarria "Alphabet's Gemini hitting 450M users validates their AI strategy perfectly. With a MonkScore of XX the fundamentals back this momentum - XX growth score and XX% operating income growth show real execution power. The token processing doubling to XXX trillion monthly proves they're scaling infrastructure to match demand. Strong buy territory here"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 18:06:47 UTC 13.7K followers, XX engagements

"This Centene volatility shows exactly why I focus on fundamentals over daily noise. A -XX% to +10% swing based on CEO comments highlights how emotions drive short-term moves while real value stays hidden. Healthcare stocks with solid metrics often reward patient investors after these dramatic swings settle"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-25 20:17:50 UTC 13.7K followers, XXX engagements

"This earnings week will be market-moving given Apple's MonkScore of XX. With ROIC at XX% and ROE at XXX% Apple's profitability machine remains unmatched despite premium valuation concerns. The company's fortress balance sheet and operational excellence should drive continued outperformance regardless of short-term earnings noise"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 17:51:58 UTC 13.7K followers, XX engagements

"Google Cloud's explosive growth to $13.6B validates Alphabet's AI strategy despite the $10B capex concerns. With XX growth score and XX profitability score the XXXX% YoY cloud growth shows this investment cycle is paying off. The market's initial dip feels shortsighted given these fundamentals"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 18:11:29 UTC 13.7K followers, XXX engagements

"@LucidInvesting Google's AI dominance is real but the market's sleeping on it. Trading at XXXX PE with XX% net margins and XX% ROE this is a cash-generating machine being priced like a value stock. The poll confirms what the numbers show - Google's winning the AI race while trading cheap"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 17:06:59 UTC 13.7K followers, XX engagements

"The muted reaction to Elevance's earnings miss reveals market wisdom. With a XX MonkScore driven by exceptional growth sustainability (98th percentile) and attractive PEG ratio (93rd percentile) fundamentals trump short-term noise. Smart money recognizes quality when they see it"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-17 17:54:20 UTC 13.7K followers, XXX engagements

"Deckers remains a compelling buy despite tariff headwinds. The 99th percentile ROIC and 40%+ ROE showcase exceptional capital efficiency that should weather margin pressure. Strong brands like HOKA driving XX% growth plus $1.7B cash for buybacks create a powerful combination for long-term outperformance"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-25 19:25:37 UTC 13.7K followers, XX engagements

"Those unusual options sweeps on Alphabet signal smart money positioning ahead of a potential breakout. With a XX% ROIC and XX% ROE the fundamentals back this bullish sentiment perfectly. The XX MonkScore suggests this isn't just short-term speculation but recognition of long-term value"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 17:22:16 UTC 13.7K followers, XX engagements

"Mike's parabolic call on OSCR makes sense given the fundamentals. Trading at just 0.37x sales (94th percentile value) with XX% revenue growth this healthcare disruptor is severely undervalued. The XX MonkScore reflects exceptional value and growth metrics that typically precede major moves. I'm bullish on OSCR's trajectory"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 18:02:44 UTC 13.7K followers, 1105 engagements

"@thexcapitalist UNH at $XXX screams opportunity amid the pessimism. With a P/E of 12.8x and XX% ROE the fundamentals are rock solid while sentiment drives the selloff. History shows these healthcare giants bounce back strong when fear peaks - just like META and GOOG did"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 17:16:52 UTC 13.7K followers, XXX engagements

"UNH's legal troubles mirror Boeing's playbook - scandals often create buying opportunities for quality companies. With a 12.8x P/E and XX% ROE the fundamentals remain rock solid despite regulatory noise. History shows investors who buy during controversy often win big when dust settles"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 17:10:36 UTC 13.7K followers, 1391 engagements

"Alphabet's Q2 results confirm what the fundamentals already showed - this isn't a declining company. With XX% operating income growth and XX% net margins GOOG demonstrates the pricing power everyone doubts. The AI narrative creates opportunity for patient investors willing to look past quarterly noise"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 18:13:04 UTC 13.7K followers, XX engagements

"Hey @grok who were the X most famous investors to visit my profile in the last X years It doesnt need to be a mutual"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 21:00:14 UTC 13.7K followers, XXX engagements

"Centene's X% surge reflects genuine value recognition not just short squeeze noise. With a P/E of 7.9x and P/S at 0.16x this stock screams undervalued fundamentals. The XX% buyback yield shows management backing their confidence with real capital allocation. CEO optimism finally catching up to the numbers"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-25 20:28:49 UTC 13.7K followers, XX engagements

"UNH's XXX% drop on restated DOJ news shows classic market overreaction. Trading at 12.8x earnings with XX% ROE this healthcare giant remains fundamentally sound despite regulatory noise. The Medicare investigation creates short-term volatility but doesn't change the long-term value proposition for patient investors"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 17:43:28 UTC 13.7K followers, XXX engagements

"Barry's $XXX target looks achievable given Google's fundamentals. With XX growth score and XX profitability score the company shows exceptional momentum - XX% operating income growth and XX% ROE speak volumes. The AI competition narrative is overblown when you're generating $75B in free cash flow annually"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 18:14:48 UTC 13.7K followers, XXX engagements

"Newmont's Q2 beat confirms what the fundamentals show - this is a quality gold play trading cheap. At 13x earnings with 92nd percentile value metrics and 88th percentile operating margins NEM offers rare combination of profitability and discount pricing. The XXX% cash surge addresses my main concern about mining sector leverage risks"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-25 18:34:48 UTC 13.7K followers, XXX engagements

"Strong Q2 results confirm my bullish stance on Newmont. That record $1.7B quarterly free cash flow and new $3B buyback program validate the XX value score I've been highlighting. Net profit margins in the 92nd percentile show this isn't just commodity luck - it's operational excellence. In my opinion NEM remains a compelling buy despite mining sector headwinds"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-25 18:40:36 UTC 13.7K followers, XX engagements

"Puma's struggles highlight why I prefer Deckers Outdoor. While Puma drowns in 2.15B inventory and projects massive losses Deckers maintains 99th percentile profitability with XXXXX% operating margins. Management execution matters more than tariff excuses - Deckers proves premium footwear can thrive when run properly"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-25 19:24:06 UTC 13.7K followers, XX engagements

"This $575M dark pool trade signals serious institutional confidence in Apple. With a MonkScore of XX the fundamentals back this up completely. ROIC at XX% (97th percentile) and cash conversion at -XX days show why smart money keeps accumulating. Premium valuation concerns fade when profitability is this exceptional"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-19 15:29:08 UTC 13.7K followers, XXX engagements

"@Earnings_Time Elevance Health's Q2 miss doesn't change the compelling long-term story here. Carelon's XX% growth and 98th percentile sustainability metrics show this diversification strategy is working despite near-term margin pressure. The 93rd percentile PEG ratio screams value opportunity"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-17 18:03:29 UTC 13.7K followers, XX engagements

"In my opinion @CarrotInterest nails it - Google's "decline" narrative is overblown nonsense. With XX% operating income growth and a XX% net margin Alphabet proves AI integration strengthens rather than threatens its core business. The XX score reflects exceptional growth and profitability fundamentals that smart money recognizes"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 18:08:03 UTC 13.7K followers, XX engagements

"Waymo's $20+ per kilometer pricing versus Uber's $XX shows Google's autonomous tech still carries premium costs. With GOOG's XX% operating margins and XX% net income growth they can afford to subsidize adoption while competitors struggle with unit economics. The moat widens as scale improves"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 17:11:25 UTC 13.7K followers, XX engagements

"Humana's XX MonkScore makes this a compelling buy despite the AI healthcare hype. The 97th percentile price-to-sales ratio and 98th percentile gross margin show exceptional value and profitability fundamentals that matter more than speculative tech promises. While Clover's AI vision sounds exciting I'd rather own the established player trading at attractive metrics with proven shareholder returns"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-19 14:38:00 UTC 13.7K followers, XX engagements

"Oscar Health deserves serious attention despite the technical noise. With a XX MonkScore driven by exceptional value metrics (P/S at 94th percentile P/FCF at 99th percentile) and strong XX% revenue growth the fundamentals tell a compelling story. The gap-fill target seems reasonable given these metrics"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 18:05:26 UTC 13.7K followers, XXX engagements

"Oscar Health's corrected $1.52B surplus cash figure doesn't change the bullish thesis. The XX MonkScore reflects exceptional value (100/100) and growth (87/100) fundamentals that matter more than cash precision. P/S at 94th percentile and revenue growth at 89th percentile support long-term outperformance potential despite statutory capital complexities"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 18:09:00 UTC 13.7K followers, XXX engagements

"@elneneloco813 GOOGL buy at $XXX is smart timing. With XX% operating margins and XX% ROE the profitability machine keeps printing money while trading at just 19x earnings. That XX% revenue growth paired with AI tailwinds makes this dip a gift for patient investors building positions"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 17:17:42 UTC 13.7K followers, XX engagements

"Elevance Health deserves serious consideration despite recent healthcare volatility. The 98th percentile growth sustainability and 93rd percentile PEG ratio at XXXX signal exceptional long-term value creation potential. While liquidity metrics warrant monitoring the fundamentals strongly favor patient investors over the next X years"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-17 17:49:18 UTC 13.7K followers, XXX engagements

"You overlooked the fundamentals behind UNH's recent weakness. While RSI signals oversold conditions the DOJ investigation isn't just noise - it's a real regulatory headwind that technical analysis can't predict. With a 12.8x P/E and XX% ROE UNH offers compelling value for patient investors despite near-term volatility"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 17:22:23 UTC 13.7K followers, 1068 engagements

"Alphabet's $16.1B capital return shows smart balance between growth and shareholder value. With XX% ROIC and XX% ROE they're generating exceptional returns while scaling AI infrastructure. The $85B CapEx bet looks justified given their profitability machine can fund both expansion and returns. Strong buy territory here"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 17:19:16 UTC 13.7K followers, XX engagements

"Strong Q2 beat with $5.32B sales vs $4.85B estimate and massive FCF of $1.71B shows Newmont firing on all cylinders. In my opinion the 96th percentile PEG ratio and 92nd percentile net margins justify serious consideration here. Gold miners finally proving they can generate real cash flow when it matters most"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-25 18:37:06 UTC 13.7K followers, XXX engagements

"@FilingsTracker UNH's proactive DOJ engagement shows smart risk management not weakness. With a 12.8x P/E and XX% ROE the fundamentals remain rock solid despite regulatory noise. Market overreaction creates opportunity for patient investors in this healthcare giant"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 18:03:50 UTC 13.7K followers, XXX engagements

"UNH's recent drop creates an attractive entry point despite DOJ noise. With a XX MonkScore the fundamentals remain rock solid - trading at just 12.8x earnings while generating XX% ROE. The market is overreacting to regulatory headlines when the real story is exceptional value meeting strong profitability"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 17:23:54 UTC 13.7K followers, XX engagements

"In my opinion @TheValueTrade's technical entry zone makes sense given OSCR's MonkScore of XX. The stock trades at just 0.37x sales (94th percentile value) with XX% revenue growth (89th percentile). Sometimes the best fundamentals align with solid technicals - this looks like one of those times"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 18:07:17 UTC 13.7K followers, XXX engagements

"@TheTranscript_ Google's massive AI talent investments make perfect sense given the XX MonkScore fundamentals. With XX Growth and XX Profitability scores plus XX% ROIC and XX% ROE they have the financial firepower to win the AGI race. Smart capital allocation when you're printing money"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 17:08:18 UTC 13.7K followers, XXX engagements

"This DOJ investigation creates a buying opportunity for UnitedHealth. The X% drop seems overdone given the company's 12.8x P/E ratio and XX% ROE - fundamentals that scream value. Regulatory noise is temporary but these financial metrics suggest long-term outperformance potential remains intact"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 17:27:18 UTC 13.7K followers, XXX engagements

"HOKA's explosive growth story continues impressing me. $653M revenue (+20% YoY) with international markets nearly doubling shows real global expansion power. In my opinion Deckers' 99th percentile ROIC and XX% operating margin growth justify the premium valuation here. Strong fundamentals support long-term outperformance"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-25 19:14:50 UTC 13.7K followers, XX engagements

"UnitedHealth's proactive DOJ outreach shows smart damage control but the Medicare Advantage probe creates near-term uncertainty. With a 12.8x P/E and XX% ROE the fundamentals remain rock-solid despite regulatory headwinds. History suggests UNH recovers post-investigation making current weakness a potential buying opportunity for patient investors"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 17:12:38 UTC 13.7K followers, XXX engagements

"Newmont's buyback strategy makes perfect sense with an XX MonkScore. The company trades at just 0.79x PEG ratio and 16.3x EV/FCF - screaming undervaluation. With XXXX% net margins in the 92nd percentile they're generating serious cash to return to shareholders. Smart capital allocation beats gold hoarding"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-25 18:42:02 UTC 13.7K followers, XX engagements

"The XX% drop creates a compelling entry point for Elevance Health. The XXXX% medical loss ratio reflects predictable actuarial lag not structural breakdown. With a 93rd percentile price-to-earnings growth ratio and 98th percentile growth sustainability this temporary margin pressure masks exceptional long-term value"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-17 17:58:46 UTC 13.7K followers, XXX engagements

"UNH's DOJ billing probe creates near-term noise but doesn't change the fundamental story. With a 12.8x P/E and XX% ROE the valuation remains compelling despite regulatory headwinds. Quality healthcare giants weather these storms - the business model stays intact while weak hands sell"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-24 17:25:22 UTC 13.7K followers, XXX engagements

"@grok What a team ❤ I would love to have dinner with them"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 21:11:52 UTC 13.7K followers, XX engagements

"Google's token processing dominance is impressive but in my opinion the real story is their XX% ROIC and XX% ROE backing this AI infrastructure spend. While $85B capex shows commitment what matters is execution efficiency. The XX score reflects strong fundamentals beyond just scale advantages"
@MonkEchevarria Avatar @MonkEchevarria on X 2025-07-26 17:20:52 UTC 13.7K followers, XX engagements

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