[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.] [@thexcapitalist](/creator/twitter/thexcapitalist) "The market doesnt owe you anything. If you want the comfort of doing what everybody else does you wont make much money. You have to earn it. You have to think for yourself be a contrarian and be right. There is no free lunch"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947403304847478798) 2025-07-21 21:08:23 UTC 88.1K followers, 13.3K engagements "10. $PYPL Its shareholder yield has reached X% as the management is guiding for $X billion buybacks this year. On top of that the business is still growing with 6-7% expected top-line growth this year. It can further accelerate as it's preparing to launch its ad business this year. Attractive opportunity at the current shareholder yields"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944760843968663700) 2025-07-14 14:08:11 UTC 88.1K followers, 12.5K engagements "You gotta have the right perspective about $OSCR. Raising top-line guidance while legacy healthcare loses the ground is INSANE. Rising MLR is incidental and industry wide nothing special to $OSCR. Despite the headwinds they kept the 2027 guidance. This is called execution"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947653557953441997) 2025-07-22 13:42:48 UTC 88.2K followers, 54.8K engagements "$META lost XX% because user growth stopped for a year. $NFLX plummeted XX% because it lost subscribers for a quarter. This is that misstep moment for $UNH. They have misspriced this year and the business suffers. Theyll correct it next year and the stock will follow"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1950212062593888527) 2025-07-29 15:09:23 UTC 88.2K followers, 28.8K engagements "9/ Waymo is the leading robo-taxi provider. It's now completing over 250000 paid trips in the US. It's the only robo-taxi business operating at this scale and it's just beginning. It has just started test drives in NYC and will keep rapidly expanding"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948747014973292603) 2025-07-25 14:07:48 UTC 88.2K followers, 2000 engagements "8. The ICHR market is exploding. $OSCR CEO Mark Bertolini says the ICHR market is a viable alternative to keep people insured as states are preparing for Medicaid cuts. $OSCR is an early mover in this market"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331237019799757) 2025-07-21 16:22:01 UTC 88K followers, 3299 engagements "8/ Result Demand for alternatives will skyrocket. This will be driven by infrastructure investment green transition and individual wealth growth. $BN projects AUM in alternatives will more than double by 2032. As the leading manager $BN will take the lion's share"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101104045293822) 2025-07-15 12:40:16 UTC 88.1K followers, XXX engagements "$UNH is at XX times earnings and X% dividend yield Members of the Congress are buying $UNH like there is no tomorrow. Insiders also bought $32M worth of stock this year. Who would know if $UNH committed a fraud Insiders and regulators. Both are buying. Probably nothing"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948789853807690161) 2025-07-25 16:58:02 UTC 88.2K followers, 254K engagements "12/ In sum here is what $GOOG businesses will be worth in 2030: - Search: $X trillion - Cloud: $XXX trillion - Youtube: XXX billion - Services: $XXX billion Let's be very conservative and assume $XXX billion for all remaining businesses that include DeepMind and Waymo. In sum we will have a $XXX billion business. Discounting it back to now we get a $XXX billion business. This is the exact valuation we have now. Meaning at a very conservative growth scenario $GOOG can easily deliver a XX% annual return. In just a moderately bullish case it can easily deliver a XX% annualized return. Given it's"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948747022980268067) 2025-07-25 14:07:50 UTC 88.2K followers, 6695 engagements "10/ Price is attractive. $ASML can easily grow earnings XX% annually in the next X years. This gives us $XX EPS for 2030. Its monopoly position deserves a bit higher multiple than industry peers. At XX times earnings we will get $1250 per share stock price promising nearly XX% annual return. Given the quality of the business this is an attractive risk/return profile"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579484502974759) 2025-07-16 20:21:10 UTC 88.1K followers, 13.2K engagements "Healthcare is the only S&P XXX sector that is cheaper than both 10-year and 30-year averages according to Goldman Sachs. That is an extremely attractive risk reward profile. $UNH $OSCR $CI $ELV"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947153965918933095) 2025-07-21 04:37:36 UTC 88.2K followers, 168.9K engagements "Do you want to become a better investor I share all my insights in my weekly newsletter. Join 18000+ readers to become a better investor. You will also get a free e-book when you join 👇"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331246444445855) 2025-07-21 16:22:03 UTC 88.2K followers, 7704 engagements "US healthcare stocks are now what financials were back in 2008. If you invested in top class financials back then you would have made so much money. $UNH is the undisputed leader. XX analysts now have a consensus PT of $1144. People will say it was obvious a year from now"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1946156177764581848) 2025-07-18 10:32:45 UTC 88.2K followers, 120.3K engagements "Everybody thinks $UNH added XX minutes to the earnings call next Tuesday because theyll announce disastrous results. I disagree. This will be Hemsleys first earnings call since he assumed the CEO post again. I think he just wants to take his time to instill confidence"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1949448880392921508) 2025-07-27 12:36:46 UTC 88.2K followers, 87.4K engagements "1/ $DLO is a 10x opportunity everybody ignores. Transaction volume is skyrocketing margins are stabilizing and it's rapidly expanding into new markets. Here is my full investment thesis: 🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1936780081713578099) 2025-06-22 13:35:29 UTC 88.2K followers, 162.3K engagements "8/ Services is Google's hidden gem. It's almost always ignored but it's a giant contributor to revenue. Google's network and services generated $XX billion in revenue last year. Assuming just XX% annual revenue growth and XX% net margin it'll generate $XXX billion in revenue and $XX billion in net income. At XX times exit multiple it'll be another $XXX billion business"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948747011173363742) 2025-07-25 14:07:48 UTC 88.1K followers, 2026 engagements "Anthropic is adding new usage limits even for MAX users. Clearly we dont have enough GPUs and compute isnt cheap enough Remember the internet infrastructure has been expanded until the most services are free. This is what well see for AI too. We are still early. $AMD $NBIS $NVDA $ANET $ALAB $AMZN $GOOG $MSFT $ORCL"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1950050589229928952) 2025-07-29 04:27:45 UTC 88.2K followers, 12.5K engagements "$OSCR with preliminary earnings and revisions to guidance for 2025: - Revenue target raised to $12B - Expected EBITDA loss is $130M - MLR raised to XX% from XX% They are filing for price increases in XX% of marketplaces. $OSCR +7% pre-marjet. They are navigating"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947607635932397898) 2025-07-22 10:40:19 UTC 88.2K followers, 104K engagements "1/ $ASML is a pure blood monopoly. It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips. Foundries like $TSMC use these machines to embed microscopic circuits into silicon. Here is how it works:"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579427720532135) 2025-07-16 20:20:57 UTC 88.2K followers, 13K engagements "1/ $UNH is one of my highest conviction stocks for the next X years. It is an easy 3x from the current levels. Here is why $UNH is an asymmetric opportunity now: 🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882516067385590) 2025-07-17 16:25:19 UTC 88.2K followers, 237.1K engagements "Bill Ackman is one of the best investors of our generation. In the last five years his fund returned XXX% against XXX% return of S&P XXX. Yesterday I re-watched his X hours long interview with Lex Fridman. Here are the X things you can't miss: 🧵 (No. X is critical)"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1829897933258629216) 2024-08-31 15:03:59 UTC 88.2K followers, 1.3M engagements "6. $NVO It's dominating the insulin and GLP-1 market worldwide. The market hammered it down because it thinks $NVO is falling behind $LLY in the competition for the weight-loss market. They are wrong. $NVO weight-loss pipeline is stronger than that of $LLY as its oral GLP-1 is coming early next year and oral amycretin is coming by 2030. Its key patents for Ozempic and Wegovy aren't expiring until 2032 meaning they'll keep printing money for at least X more years. It's attractive at XX times earnings"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759314918285376) 2025-07-14 14:02:07 UTC 88.1K followers, 8618 engagements "Peter Lynch achieved XX% annual return for XX years. I spent 100+ hours studying his strategy. I will explain his strategy in XX simple steps: 🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1940806790280892644) 2025-07-03 16:16:11 UTC 88.2K followers, 386.9K engagements "$OSCR insiders are buying. Insiders may sell for many reasons but they buy only for one reason: They think the stock price will go up"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945404371610558849) 2025-07-16 08:45:20 UTC 88.1K followers, 102.1K engagements "$OSCR reminds me a quote from a very famous person: - Dont be a PANICAN. Who was that"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947724633903440054) 2025-07-22 18:25:14 UTC 88.2K followers, 32.1K engagements "1/ $NBIS is the next $XXX billion company. Revenues are exploding and they are building a new data center in the UK. Here is why $NBIS is a 10x opportunity from here: 🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1932447797749711227) 2025-06-10 14:40:32 UTC 88.2K followers, 280.4K engagements "$SOFI should be at least a $XX stocksolid triple beat - Revenue was $853M vs Est. $804M ✅ - EPS was $XXXX vs $XXXX Est ✅ - It added 850K new members ✅ It effortlessly posted XX% YoY growth Crypto isnt even launched yet. Its just getting started"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1950157536042049930) 2025-07-29 11:32:43 UTC 88.2K followers, 14.6K engagements "$AMD was at $XX in April just three months ago. People said Itll never catch up with $NVDA. Now they say it was obvious. Its just beginning. It still has only X% market share in Data Center GPUs. Once it starts taking market share from $NVDA the stock will skyrocket"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1949817491787575683) 2025-07-28 13:01:30 UTC 88.2K followers, 34K engagements "$NBIS got a Buy rating from Goldman Sachs with $XX price target. Their target implies $XX billion market cap. $NBIS aims to reach 1GW capacity by the end of 2026. If they can execute they can generate $X billion revenue in 2026 at XX% occupancy. At X times sales we wil get a $XX billion company. Note that they are aiming for +90% occupancy which implies $9-$10 billion revenue. This is how big of a potential $NBIS is"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944722442049466408) 2025-07-14 11:35:36 UTC 88.2K followers, 48.8K engagements "Your only goal should be accumulating as much $OSCR as possible at these levels. $OSCR institutional ownership is at all time highs. They launched a coordinated attack to scoop up your shares cheap. Hold onto your $OSCR buy more. This like buying $PLTR at $5"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945951212026659179) 2025-07-17 20:58:17 UTC 88.2K followers, 258.9K engagements "$OSCR is ripping You were warned. Rising MLR is incidental its industry wide. We are still having post-Covid repercussions. Look at $UNH. It accurately predicted MLR before 2023 while MLR exceeded its predictions in 2024. The whole industry including $OSCR are having the same problem. Once they bid up for the next year and medical inflation declines MLR will pull back and $OSCR net income will hit the targets. This is why top-line growth was the most important thing for $OSCR and its expecting XX% growth this year. This will be an at least $XX stock next year"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948085242394292608) 2025-07-23 18:18:10 UTC 88.2K followers, 70.4K engagements "7/YouTube is taking over TV. It has reached $XX billion in annual revenue. Assuming a XX% annual growth for the next X years and a XX% net margin we will get $XXXX billion in revenue and $XXXX billion in net income from this business. At XX times earnings it'll be a $XXX billion business"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948747007289393283) 2025-07-25 14:07:47 UTC 88.1K followers, 2203 engagements "1/ $BN is the largest alternative investment manager in the world. It is set to double assets under management in the next X years yet the stock is still undervalued. It benefits from tailwinds like the green transition and digitalization. Here is my $BN investment thesis: 🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101073678512484) 2025-07-15 12:40:08 UTC 88.2K followers, 24.8K engagements "$AMD MI355X outperforms Blackwell in X out of XX metrics. The hardware moat is no longer there. What keeps $NVDA on top now is CUDA. $AMD knows this and is rapidly developing ROCm to challenge CUDA. Once ROCm also catches up $AMD will skyrocket"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943717047772307456) 2025-07-11 17:00:31 UTC 88.2K followers, 164K engagements "$OSCR is under coordinated attack by Wall Street. Yet the business is exploding and it's rapidly entering new markets. Here are XX simple reasons why $OSCR is a 5x opportunity now: 🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331208402063841) 2025-07-21 16:21:54 UTC 88.2K followers, 155.6K engagements "Outlook was disastrous for financials after SVB went under in 2023. $SOFI plummeted to $X $HOOD to $XX and $BAC to $XX. That was a great time to buy financials. Now things look pretty grim for healthcare. I bet its a great time to buy healthcare now. $UNH $OSCR $ELV"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1949882389775384860) 2025-07-28 17:19:23 UTC 88.2K followers, 99K engagements "AI agents will soon replace XX% of software. Here are the best stocks for all phases of AI development: AI Infrastructure $AMZN $MSFT $GOOG $NVDA $AMD $AVGO $MRVL $ANET Edge AI $NVDA $GOOG $AMD AI Applications $CRM $CRWD $NOW $META $MSFT Phsical AI $AMZN $TSLA $NVDA $GOOG $ISRG $SYK $MDT"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1879630667455033836) 2025-01-15 20:44:07 UTC 88.2K followers, 57.2K engagements "$ASML was once a market darling but now it gets garbage treatment. Yet its order book has reached all-time highs the business is still growing fast and it's heavily buying back stock. Here is my full $ASML investment thesis: 🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579423912046814) 2025-07-16 20:20:56 UTC 88.2K followers, 201.7K engagements "Lets talk about $ASML shall we The managent guides for $50-$70billion revenue for 2030. Lets take the mid-point: $XX billion. Assuming XX% profit margin itll generate $XX billion net income. If we assume X% annual share reduction we will get XXX million shares outstanding. This gives us around nearly $XX EPS. Assuming XX times exit multiple we will get $1275 price target for 2030. This promises XXXX% annual return from here. This is on very conservative assumptions. Its an obvious opportunity now"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945821190666310118) 2025-07-17 12:21:38 UTC 88.2K followers, 89.3K engagements "10/ $GOOG is leading the AI race. Though it was perceived to be behind in the race it is actually ahead of everybody. It's the only tech company active in all nine categories of AI hardware and software. Plus the Gemini app has now reached XXX million monthly active users taking market share from ChatGPT"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948747019008249992) 2025-07-25 14:07:49 UTC 88.2K followers, 1987 engagements "Mark Bertolini acted as the CEO of Aetna for X years. Stock made 7x in X years. Now he is executing with $OSCR. I bet hell do well"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947593458639593519) 2025-07-22 09:43:59 UTC 88.2K followers, 84.2K engagements "5. $UNH The market is extremely pessimistic for the healthcare industry as providers are struggling to keep up with costs. Yet this is a temporary headwind. Healthcare is going nowhere and $UNH is leading the industry with its vertically integrated structure. The management is raising prices for next year's policies and expects XX% long-term annual earnings growth. It's way undervalued at XX times earnings"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759310505931230) 2025-07-14 14:02:06 UTC 88.2K followers, 9406 engagements "The market is at all time highs yet there are still several high-quality stocks trading at a discount. Cheap foundational stocks: - $NU - $NVO - $UNH - $ASML Cheap growth stocks: - $SG - $DLO - $OSCR - $LGCY"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1949841144143134737) 2025-07-28 14:35:29 UTC 88.2K followers, 35.4K engagements "While the market is freaking out about $OSCR insiders remain confident. Co-founder Joshua Kushner bought stocks at much higher prices like $XX $XX and $XX and hasnt sold a single share yet. You know what it means"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1946279946550128710) 2025-07-18 18:44:34 UTC 88.1K followers, 67.1K engagements "Do you want to become a better investor I share all my insights in my weekly newsletter. Join 12000+ readers to become a better investor. You will also get a free e-book when you join 👇"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1890421358183465104) 2025-02-14 15:22:28 UTC 88K followers, 12K engagements "10/ Probability is on your side. Monte Carlo analysis by @MitchMartan98 based on history and probability of each fine in the healthcare system shows that even a 10th percentile price target offers XX% upside from the current levels. - Odds of which way the DOJ/Gov will go with it ($0 to $2B in fines) - EPS growth assumptions (+5% +-2%) - Historical P/E reversion mean = 17x std dev =2"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882550594871481) 2025-07-17 16:25:27 UTC 88.1K followers, 33.6K engagements "$OSCR was a market darling a week ago but everybody is dumping the stock now. Yet nothing has changed in the business fundamentals. Here is why it's an asymmetric opportunity now: 🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1940477454248038744) 2025-07-02 18:27:32 UTC 88K followers, 535.3K engagements "5/ We have $XX trillion infrastructure investment gap globally. Guess who is one of the leading infrastructure investors in the world It's $BN. It currently has infrastructure investments in over +300 regions globally. As investment ramps up it'll see massive opportunities"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101091323916634) 2025-07-15 12:40:13 UTC 88.2K followers, 1495 engagements "What are the most undervalued growth stocks now"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1855007976446181376) 2024-11-08 22:02:20 UTC 88K followers, 55.9K engagements "$GOOG at $150: Dying company. $GOOG at $190: AI powerhouse. $SOFI at $9: Just a bank. $SOFI at $20: Diversified fintech. $UNH at $270: Healthcare is broken. $UNH at $600: Healthcare is going nowhere. It never changes price drives the story"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948647392124805228) 2025-07-25 07:31:57 UTC 88.2K followers, 101.2K engagements "$UNH insiders sold just 1290 shares in the last twelve months while they bought 110408 shares. Would they put $XX million of their own money in the stock if the company committed a fraud I dont think so"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1949705350300434764) 2025-07-28 05:35:53 UTC 88.2K followers, 71.4K engagements "All successful investors have balls made of steel. Have some balls buy $OSCR here. Thank me later"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1946215533470171459) 2025-07-18 14:28:36 UTC 88.1K followers, 144.2K engagements "Valuation matters. Yet people are still following hot stocks while the market is at all time highs tariffs are coming and inflation is set to tick up. Meanwhile highest quality healthcare stocks are selling at XX times forward earnings. The path is obvious. $UNH $ELV"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1946781942021529660) 2025-07-20 03:59:19 UTC 88.2K followers, 25.4K engagements "The market is at all-time highs yet more and more people are chasing the hot stocks. Let's remember Charlie Munger shall we He once said: "When everybody goes insane staying sane is your competitive advantage." Here are his X principles to navigate expensive markets:🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1949480070445416606) 2025-07-27 14:40:43 UTC 88.2K followers, 211.9K engagements "You have been played. Wall Street started a coordinated attack three downgrades day over day they pulled it to a dead cheap level. Now they are scooping up. Despite X% gain today $OSCR is still one of the best opportunities in the market. At least 5x potential from here"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947301232432865660) 2025-07-21 14:22:47 UTC 88.1K followers, 42.1K engagements "The market is at all-time highs yet there are still many great opportunities. Cheap foundational stocks: - $NU - $ASML - $MELI - $UNH Cheap growth stocks: - $SG - $DLO - $LGCY - $OSCR"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948483428673806642) 2025-07-24 20:40:25 UTC 88.2K followers, 55.2K engagements "$OSCR CEO says health care will shift to individual covered-employer reimbursed model. SMEs freelancers and even some large employers will embrace this model. This is XXX million people. Zoom out think long-term ignore Wall Street noise. Its time to buy $OSCR not sell"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944697844738244849) 2025-07-14 09:57:51 UTC 88.1K followers, 116.7K engagements "European stocks are priced to death You can buy the arguably best yacht maker SanLorenzo at X times earnings while the management expects 7-8% annual growth for the next X years. Insiders are buying like crazy. Just saying"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1911166820414894406) 2025-04-12 21:17:32 UTC 88.2K followers, 71.6K engagements "The last time weekly outflows from healthcare stocks reached this level was April 2020. By April 2021 most of them had doubled. Every now and then the market thinks healthcare is dying; it never happens. Risk/reward is extremely favorable now. $UNH $OSCR $ELV $CI"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947534791273750567) 2025-07-22 05:50:52 UTC 88.2K followers, 44.7K engagements "The market is freaking out meanwhile smart money is silently scooping up $UNH. It's now the second most bought stock by hedge funds and the superinvestors in Q2 2025. People will say it was obvious a year from now"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948441133412983039) 2025-07-24 17:52:21 UTC 88.2K followers, 71.7K engagements "$UNH missed earnings as expected though sales werent so bad: - Revenue was $11.62B vs Est. $11.59B - EPS eas $XXXX vs Est. $XXXX Medical Care Ratio increased by XXX bps to XXXX% Its clear that the whole industry stumbled in pricing this year. Thats also the silver lining. Sales are OK healthcare is going nowhere. They have to correct their actuarials and revise their medical inflation and activity rate expectations and price accordingly. $UNH is still the most profitable and the strongest company in the industry and theyll navigate this. Buying healthcare will look like a great opportunity a"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1950143239031234661) 2025-07-29 10:35:54 UTC 88.2K followers, 78.9K engagements "US healthcare sector is having its biggest crash in the last XX years. If you have the stomach to get in now the opportunity is immense. $OSCR $UNH $ELV"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947003496336637973) 2025-07-20 18:39:41 UTC 88.2K followers, 161.4K engagements "Healthcare is the largest employer in the US and you think $UNH is going to die"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948456200976187880) 2025-07-24 18:52:13 UTC 88.2K followers, 36.5K engagements "1/ $GOOG is the cheapest mega-cap stock now. Cloud business is exploding search remains strong and Gemini is nearing XXX million monthly active users. Here is my $GOOG investment case: 🧵"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948746984505983418) 2025-07-25 14:07:41 UTC 88.2K followers, 87.2K engagements "$DLO is insanely undervalued: It posted some solid numbers since it became public in 2021: - XX% annual volume growth. - XX% annual revenue growth. - Expanded from XX to XX countries. Yet the stock is down XX% One or two nice quarters and itll easily double from here"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1938231953985044564) 2025-06-26 13:44:43 UTC 88.2K followers, 74.7K engagements "$AMD MI355X compared to $NVDA B200: - XX% more throughput. - XX% more tokens per dollar. - XX% larger memory capacity. And it'll be cheaper than B200. It will take a significant market share from Nvidia. Why aren't you buying $AMD yet"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1933565712968081506) 2025-06-13 16:42:44 UTC 88K followers, 84.3K engagements "$NBIS is expanding data centers in New Jersey and Missouri. Theyll also launch several new ones in 2026. Their capacity target for the end of the next year is 1GW. At XX% utilization rate they can generate $X billion revenue. Most asymmetric opportunity in the market"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948802883496894658) 2025-07-25 17:49:49 UTC 88.2K followers, 16.9K engagements "7. It's rapidly entering new markets. It is now operating in XXX counties across XX states. It aims to enter XXX new metropolitan areas by the end of 2027"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331233211371613) 2025-07-21 16:22:00 UTC 88K followers, 3232 engagements "$AMD quarterly data center revenue grew by 5x since 2021. This is just the beginning. Its MI355X outperforms $NVDA Blackwell in most metrics. Oracle already planning to deploy a cluster of 130000 MI355X. Growth will explode as it takes market share from $NVDA"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944099574550835598) 2025-07-12 18:20:32 UTC 88.1K followers, 27.5K engagements "Members of the Congress are buying $UNH like there is no tomorrow. Insiders bought $XX million worth of stock this year. When it climbs back to all time highs everybody will say it was obvious"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1939993011062034930) 2025-07-01 10:22:31 UTC 88.2K followers, 224K engagements "2/ The business is exploding. In the last quarter they beat estimates in every growth metric. This is a $XXX trillion business casually posting XX% YoY revenue growth. Yet the market still drastically undervalues it. Here is why:"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948746988335280417) 2025-07-25 14:07:42 UTC 88.1K followers, 3570 engagements "$OSCR BREAKS ABOVE $XX PRE-MARKET Its going to be so fun when revenue hits $XX billion and MLR pulls back to 81-82% levels next year"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948356657542509047) 2025-07-24 12:16:40 UTC 88.2K followers, 97.5K engagements "$AMD INCREASED THE PRICE OF MI350X BY MASSIVE XX% Do you see what that means MI350X matches or exceeds Blackwells performance in most metrics. Hardware moat no longer exists. They are rapidly improving ROCm to deprecate CUDA moat too. $AMD will be a $X trillion company"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1949770913840353641) 2025-07-28 09:56:25 UTC 88.2K followers, 117.4K engagements "2025 will be a transformational year in AI. Here are my top picks in AI investing theme: Hardware $TSM $AVGO $NVDA $AMD $ANET Software $AMZN $MSFT $META $GOOG $ORCL $MDB AI Agents $GOOG $CRM $META $NOW $MSFT"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1875587874189668613) 2025-01-04 16:59:30 UTC 88.2K followers, 161.3K engagements "10. The management expects $XXXX EPS for 2027. This is assuming enhanced subsidies won't be extended. Even in that case we have a $XX stock price target for 2027. Even if we assume XX% annual EPS growth in the next X years after 2027 and XX times earnings we will get a nearly $XX price target for the end year 2030. This is more than 5x of today's price"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331244003315824) 2025-07-21 16:22:02 UTC 88.1K followers, 8458 engagements "In 2022 everybody said they would bet the house on $META if it was under $XXX. A year later everybody avoided it at $XX. Same with $GOOG. You could get it for $XXX in April but everybody said it was dying Never changes. $UNH is now $META in 2022"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948410080832983308) 2025-07-24 15:48:57 UTC 88.2K followers, 22.1K engagements "Stock price follows free cash flow over the long run. $OSCR generated $XXX billion in free cash flow in the last twelve months. It's currently trading at just X times free-cash-flow. Price will surely follow at some point. It's just a game of patience now"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943599041268371491) 2025-07-11 09:11:36 UTC 88.1K followers, 118.8K engagements "7/ Yet this could be easily fixed. $UNH has historically had a superior underwriting performance. Before Q3 its cost estimates were conservatively high leading to conservative underwriting. This indicates that its problems are not structural. It can easily get back to growth by bidding up and tightening its actuarials"  [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882537710190975) 2025-07-17 16:25:24 UTC 88.1K followers, 8677 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.]
@thexcapitalist
"The market doesnt owe you anything. If you want the comfort of doing what everybody else does you wont make much money. You have to earn it. You have to think for yourself be a contrarian and be right. There is no free lunch"
@thexcapitalist on X 2025-07-21 21:08:23 UTC 88.1K followers, 13.3K engagements
"10. $PYPL Its shareholder yield has reached X% as the management is guiding for $X billion buybacks this year. On top of that the business is still growing with 6-7% expected top-line growth this year. It can further accelerate as it's preparing to launch its ad business this year. Attractive opportunity at the current shareholder yields" @thexcapitalist on X 2025-07-14 14:08:11 UTC 88.1K followers, 12.5K engagements
"You gotta have the right perspective about $OSCR. Raising top-line guidance while legacy healthcare loses the ground is INSANE. Rising MLR is incidental and industry wide nothing special to $OSCR. Despite the headwinds they kept the 2027 guidance. This is called execution" @thexcapitalist on X 2025-07-22 13:42:48 UTC 88.2K followers, 54.8K engagements
"$META lost XX% because user growth stopped for a year. $NFLX plummeted XX% because it lost subscribers for a quarter. This is that misstep moment for $UNH. They have misspriced this year and the business suffers. Theyll correct it next year and the stock will follow" @thexcapitalist on X 2025-07-29 15:09:23 UTC 88.2K followers, 28.8K engagements
"9/ Waymo is the leading robo-taxi provider. It's now completing over 250000 paid trips in the US. It's the only robo-taxi business operating at this scale and it's just beginning. It has just started test drives in NYC and will keep rapidly expanding" @thexcapitalist on X 2025-07-25 14:07:48 UTC 88.2K followers, 2000 engagements
"8. The ICHR market is exploding. $OSCR CEO Mark Bertolini says the ICHR market is a viable alternative to keep people insured as states are preparing for Medicaid cuts. $OSCR is an early mover in this market" @thexcapitalist on X 2025-07-21 16:22:01 UTC 88K followers, 3299 engagements
"8/ Result Demand for alternatives will skyrocket. This will be driven by infrastructure investment green transition and individual wealth growth. $BN projects AUM in alternatives will more than double by 2032. As the leading manager $BN will take the lion's share" @thexcapitalist on X 2025-07-15 12:40:16 UTC 88.1K followers, XXX engagements
"$UNH is at XX times earnings and X% dividend yield Members of the Congress are buying $UNH like there is no tomorrow. Insiders also bought $32M worth of stock this year. Who would know if $UNH committed a fraud Insiders and regulators. Both are buying. Probably nothing" @thexcapitalist on X 2025-07-25 16:58:02 UTC 88.2K followers, 254K engagements
"12/ In sum here is what $GOOG businesses will be worth in 2030: - Search: $X trillion - Cloud: $XXX trillion - Youtube: XXX billion - Services: $XXX billion Let's be very conservative and assume $XXX billion for all remaining businesses that include DeepMind and Waymo. In sum we will have a $XXX billion business. Discounting it back to now we get a $XXX billion business. This is the exact valuation we have now. Meaning at a very conservative growth scenario $GOOG can easily deliver a XX% annual return. In just a moderately bullish case it can easily deliver a XX% annualized return. Given it's" @thexcapitalist on X 2025-07-25 14:07:50 UTC 88.2K followers, 6695 engagements
"10/ Price is attractive. $ASML can easily grow earnings XX% annually in the next X years. This gives us $XX EPS for 2030. Its monopoly position deserves a bit higher multiple than industry peers. At XX times earnings we will get $1250 per share stock price promising nearly XX% annual return. Given the quality of the business this is an attractive risk/return profile" @thexcapitalist on X 2025-07-16 20:21:10 UTC 88.1K followers, 13.2K engagements
"Healthcare is the only S&P XXX sector that is cheaper than both 10-year and 30-year averages according to Goldman Sachs. That is an extremely attractive risk reward profile. $UNH $OSCR $CI $ELV" @thexcapitalist on X 2025-07-21 04:37:36 UTC 88.2K followers, 168.9K engagements
"Do you want to become a better investor I share all my insights in my weekly newsletter. Join 18000+ readers to become a better investor. You will also get a free e-book when you join 👇" @thexcapitalist on X 2025-07-21 16:22:03 UTC 88.2K followers, 7704 engagements
"US healthcare stocks are now what financials were back in 2008. If you invested in top class financials back then you would have made so much money. $UNH is the undisputed leader. XX analysts now have a consensus PT of $1144. People will say it was obvious a year from now" @thexcapitalist on X 2025-07-18 10:32:45 UTC 88.2K followers, 120.3K engagements
"Everybody thinks $UNH added XX minutes to the earnings call next Tuesday because theyll announce disastrous results. I disagree. This will be Hemsleys first earnings call since he assumed the CEO post again. I think he just wants to take his time to instill confidence" @thexcapitalist on X 2025-07-27 12:36:46 UTC 88.2K followers, 87.4K engagements
"1/ $DLO is a 10x opportunity everybody ignores. Transaction volume is skyrocketing margins are stabilizing and it's rapidly expanding into new markets. Here is my full investment thesis: 🧵" @thexcapitalist on X 2025-06-22 13:35:29 UTC 88.2K followers, 162.3K engagements
"8/ Services is Google's hidden gem. It's almost always ignored but it's a giant contributor to revenue. Google's network and services generated $XX billion in revenue last year. Assuming just XX% annual revenue growth and XX% net margin it'll generate $XXX billion in revenue and $XX billion in net income. At XX times exit multiple it'll be another $XXX billion business" @thexcapitalist on X 2025-07-25 14:07:48 UTC 88.1K followers, 2026 engagements
"Anthropic is adding new usage limits even for MAX users. Clearly we dont have enough GPUs and compute isnt cheap enough Remember the internet infrastructure has been expanded until the most services are free. This is what well see for AI too. We are still early. $AMD $NBIS $NVDA $ANET $ALAB $AMZN $GOOG $MSFT $ORCL" @thexcapitalist on X 2025-07-29 04:27:45 UTC 88.2K followers, 12.5K engagements
"$OSCR with preliminary earnings and revisions to guidance for 2025: - Revenue target raised to $12B - Expected EBITDA loss is $130M - MLR raised to XX% from XX% They are filing for price increases in XX% of marketplaces. $OSCR +7% pre-marjet. They are navigating" @thexcapitalist on X 2025-07-22 10:40:19 UTC 88.2K followers, 104K engagements
"1/ $ASML is a pure blood monopoly. It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips. Foundries like $TSMC use these machines to embed microscopic circuits into silicon. Here is how it works:" @thexcapitalist on X 2025-07-16 20:20:57 UTC 88.2K followers, 13K engagements
"1/ $UNH is one of my highest conviction stocks for the next X years. It is an easy 3x from the current levels. Here is why $UNH is an asymmetric opportunity now: 🧵" @thexcapitalist on X 2025-07-17 16:25:19 UTC 88.2K followers, 237.1K engagements
"Bill Ackman is one of the best investors of our generation. In the last five years his fund returned XXX% against XXX% return of S&P XXX. Yesterday I re-watched his X hours long interview with Lex Fridman. Here are the X things you can't miss: 🧵 (No. X is critical)" @thexcapitalist on X 2024-08-31 15:03:59 UTC 88.2K followers, 1.3M engagements
"6. $NVO It's dominating the insulin and GLP-1 market worldwide. The market hammered it down because it thinks $NVO is falling behind $LLY in the competition for the weight-loss market. They are wrong. $NVO weight-loss pipeline is stronger than that of $LLY as its oral GLP-1 is coming early next year and oral amycretin is coming by 2030. Its key patents for Ozempic and Wegovy aren't expiring until 2032 meaning they'll keep printing money for at least X more years. It's attractive at XX times earnings" @thexcapitalist on X 2025-07-14 14:02:07 UTC 88.1K followers, 8618 engagements
"Peter Lynch achieved XX% annual return for XX years. I spent 100+ hours studying his strategy. I will explain his strategy in XX simple steps: 🧵" @thexcapitalist on X 2025-07-03 16:16:11 UTC 88.2K followers, 386.9K engagements
"$OSCR insiders are buying. Insiders may sell for many reasons but they buy only for one reason: They think the stock price will go up" @thexcapitalist on X 2025-07-16 08:45:20 UTC 88.1K followers, 102.1K engagements
"$OSCR reminds me a quote from a very famous person: - Dont be a PANICAN. Who was that" @thexcapitalist on X 2025-07-22 18:25:14 UTC 88.2K followers, 32.1K engagements
"1/ $NBIS is the next $XXX billion company. Revenues are exploding and they are building a new data center in the UK. Here is why $NBIS is a 10x opportunity from here: 🧵" @thexcapitalist on X 2025-06-10 14:40:32 UTC 88.2K followers, 280.4K engagements
"$SOFI should be at least a $XX stocksolid triple beat - Revenue was $853M vs Est. $804M ✅ - EPS was $XXXX vs $XXXX Est ✅ - It added 850K new members ✅ It effortlessly posted XX% YoY growth Crypto isnt even launched yet. Its just getting started" @thexcapitalist on X 2025-07-29 11:32:43 UTC 88.2K followers, 14.6K engagements
"$AMD was at $XX in April just three months ago. People said Itll never catch up with $NVDA. Now they say it was obvious. Its just beginning. It still has only X% market share in Data Center GPUs. Once it starts taking market share from $NVDA the stock will skyrocket" @thexcapitalist on X 2025-07-28 13:01:30 UTC 88.2K followers, 34K engagements
"$NBIS got a Buy rating from Goldman Sachs with $XX price target. Their target implies $XX billion market cap. $NBIS aims to reach 1GW capacity by the end of 2026. If they can execute they can generate $X billion revenue in 2026 at XX% occupancy. At X times sales we wil get a $XX billion company. Note that they are aiming for +90% occupancy which implies $9-$10 billion revenue. This is how big of a potential $NBIS is" @thexcapitalist on X 2025-07-14 11:35:36 UTC 88.2K followers, 48.8K engagements
"Your only goal should be accumulating as much $OSCR as possible at these levels. $OSCR institutional ownership is at all time highs. They launched a coordinated attack to scoop up your shares cheap. Hold onto your $OSCR buy more. This like buying $PLTR at $5" @thexcapitalist on X 2025-07-17 20:58:17 UTC 88.2K followers, 258.9K engagements
"$OSCR is ripping You were warned. Rising MLR is incidental its industry wide. We are still having post-Covid repercussions. Look at $UNH. It accurately predicted MLR before 2023 while MLR exceeded its predictions in 2024. The whole industry including $OSCR are having the same problem. Once they bid up for the next year and medical inflation declines MLR will pull back and $OSCR net income will hit the targets. This is why top-line growth was the most important thing for $OSCR and its expecting XX% growth this year. This will be an at least $XX stock next year" @thexcapitalist on X 2025-07-23 18:18:10 UTC 88.2K followers, 70.4K engagements
"7/YouTube is taking over TV. It has reached $XX billion in annual revenue. Assuming a XX% annual growth for the next X years and a XX% net margin we will get $XXXX billion in revenue and $XXXX billion in net income from this business. At XX times earnings it'll be a $XXX billion business" @thexcapitalist on X 2025-07-25 14:07:47 UTC 88.1K followers, 2203 engagements
"1/ $BN is the largest alternative investment manager in the world. It is set to double assets under management in the next X years yet the stock is still undervalued. It benefits from tailwinds like the green transition and digitalization. Here is my $BN investment thesis: 🧵" @thexcapitalist on X 2025-07-15 12:40:08 UTC 88.2K followers, 24.8K engagements
"$AMD MI355X outperforms Blackwell in X out of XX metrics. The hardware moat is no longer there. What keeps $NVDA on top now is CUDA. $AMD knows this and is rapidly developing ROCm to challenge CUDA. Once ROCm also catches up $AMD will skyrocket" @thexcapitalist on X 2025-07-11 17:00:31 UTC 88.2K followers, 164K engagements
"$OSCR is under coordinated attack by Wall Street. Yet the business is exploding and it's rapidly entering new markets. Here are XX simple reasons why $OSCR is a 5x opportunity now: 🧵" @thexcapitalist on X 2025-07-21 16:21:54 UTC 88.2K followers, 155.6K engagements
"Outlook was disastrous for financials after SVB went under in 2023. $SOFI plummeted to $X $HOOD to $XX and $BAC to $XX. That was a great time to buy financials. Now things look pretty grim for healthcare. I bet its a great time to buy healthcare now. $UNH $OSCR $ELV" @thexcapitalist on X 2025-07-28 17:19:23 UTC 88.2K followers, 99K engagements
"AI agents will soon replace XX% of software. Here are the best stocks for all phases of AI development: AI Infrastructure $AMZN $MSFT $GOOG $NVDA $AMD $AVGO $MRVL $ANET Edge AI $NVDA $GOOG $AMD AI Applications $CRM $CRWD $NOW $META $MSFT Phsical AI $AMZN $TSLA $NVDA $GOOG $ISRG $SYK $MDT" @thexcapitalist on X 2025-01-15 20:44:07 UTC 88.2K followers, 57.2K engagements
"$ASML was once a market darling but now it gets garbage treatment. Yet its order book has reached all-time highs the business is still growing fast and it's heavily buying back stock. Here is my full $ASML investment thesis: 🧵" @thexcapitalist on X 2025-07-16 20:20:56 UTC 88.2K followers, 201.7K engagements
"Lets talk about $ASML shall we The managent guides for $50-$70billion revenue for 2030. Lets take the mid-point: $XX billion. Assuming XX% profit margin itll generate $XX billion net income. If we assume X% annual share reduction we will get XXX million shares outstanding. This gives us around nearly $XX EPS. Assuming XX times exit multiple we will get $1275 price target for 2030. This promises XXXX% annual return from here. This is on very conservative assumptions. Its an obvious opportunity now" @thexcapitalist on X 2025-07-17 12:21:38 UTC 88.2K followers, 89.3K engagements
"10/ $GOOG is leading the AI race. Though it was perceived to be behind in the race it is actually ahead of everybody. It's the only tech company active in all nine categories of AI hardware and software. Plus the Gemini app has now reached XXX million monthly active users taking market share from ChatGPT" @thexcapitalist on X 2025-07-25 14:07:49 UTC 88.2K followers, 1987 engagements
"Mark Bertolini acted as the CEO of Aetna for X years. Stock made 7x in X years. Now he is executing with $OSCR. I bet hell do well" @thexcapitalist on X 2025-07-22 09:43:59 UTC 88.2K followers, 84.2K engagements
"5. $UNH The market is extremely pessimistic for the healthcare industry as providers are struggling to keep up with costs. Yet this is a temporary headwind. Healthcare is going nowhere and $UNH is leading the industry with its vertically integrated structure. The management is raising prices for next year's policies and expects XX% long-term annual earnings growth. It's way undervalued at XX times earnings" @thexcapitalist on X 2025-07-14 14:02:06 UTC 88.2K followers, 9406 engagements
"The market is at all time highs yet there are still several high-quality stocks trading at a discount. Cheap foundational stocks: - $NU - $NVO - $UNH - $ASML Cheap growth stocks: - $SG - $DLO - $OSCR - $LGCY" @thexcapitalist on X 2025-07-28 14:35:29 UTC 88.2K followers, 35.4K engagements
"While the market is freaking out about $OSCR insiders remain confident. Co-founder Joshua Kushner bought stocks at much higher prices like $XX $XX and $XX and hasnt sold a single share yet. You know what it means" @thexcapitalist on X 2025-07-18 18:44:34 UTC 88.1K followers, 67.1K engagements
"Do you want to become a better investor I share all my insights in my weekly newsletter. Join 12000+ readers to become a better investor. You will also get a free e-book when you join 👇" @thexcapitalist on X 2025-02-14 15:22:28 UTC 88K followers, 12K engagements
"10/ Probability is on your side. Monte Carlo analysis by @MitchMartan98 based on history and probability of each fine in the healthcare system shows that even a 10th percentile price target offers XX% upside from the current levels. - Odds of which way the DOJ/Gov will go with it ($0 to $2B in fines) - EPS growth assumptions (+5% +-2%) - Historical P/E reversion mean = 17x std dev =2" @thexcapitalist on X 2025-07-17 16:25:27 UTC 88.1K followers, 33.6K engagements
"$OSCR was a market darling a week ago but everybody is dumping the stock now. Yet nothing has changed in the business fundamentals. Here is why it's an asymmetric opportunity now: 🧵" @thexcapitalist on X 2025-07-02 18:27:32 UTC 88K followers, 535.3K engagements
"5/ We have $XX trillion infrastructure investment gap globally. Guess who is one of the leading infrastructure investors in the world It's $BN. It currently has infrastructure investments in over +300 regions globally. As investment ramps up it'll see massive opportunities" @thexcapitalist on X 2025-07-15 12:40:13 UTC 88.2K followers, 1495 engagements
"What are the most undervalued growth stocks now" @thexcapitalist on X 2024-11-08 22:02:20 UTC 88K followers, 55.9K engagements
"$GOOG at $150: Dying company. $GOOG at $190: AI powerhouse. $SOFI at $9: Just a bank. $SOFI at $20: Diversified fintech. $UNH at $270: Healthcare is broken. $UNH at $600: Healthcare is going nowhere. It never changes price drives the story" @thexcapitalist on X 2025-07-25 07:31:57 UTC 88.2K followers, 101.2K engagements
"$UNH insiders sold just 1290 shares in the last twelve months while they bought 110408 shares. Would they put $XX million of their own money in the stock if the company committed a fraud I dont think so" @thexcapitalist on X 2025-07-28 05:35:53 UTC 88.2K followers, 71.4K engagements
"All successful investors have balls made of steel. Have some balls buy $OSCR here. Thank me later" @thexcapitalist on X 2025-07-18 14:28:36 UTC 88.1K followers, 144.2K engagements
"Valuation matters. Yet people are still following hot stocks while the market is at all time highs tariffs are coming and inflation is set to tick up. Meanwhile highest quality healthcare stocks are selling at XX times forward earnings. The path is obvious. $UNH $ELV" @thexcapitalist on X 2025-07-20 03:59:19 UTC 88.2K followers, 25.4K engagements
"The market is at all-time highs yet more and more people are chasing the hot stocks. Let's remember Charlie Munger shall we He once said: "When everybody goes insane staying sane is your competitive advantage." Here are his X principles to navigate expensive markets:🧵" @thexcapitalist on X 2025-07-27 14:40:43 UTC 88.2K followers, 211.9K engagements
"You have been played. Wall Street started a coordinated attack three downgrades day over day they pulled it to a dead cheap level. Now they are scooping up. Despite X% gain today $OSCR is still one of the best opportunities in the market. At least 5x potential from here" @thexcapitalist on X 2025-07-21 14:22:47 UTC 88.1K followers, 42.1K engagements
"The market is at all-time highs yet there are still many great opportunities. Cheap foundational stocks: - $NU - $ASML - $MELI - $UNH Cheap growth stocks: - $SG - $DLO - $LGCY - $OSCR" @thexcapitalist on X 2025-07-24 20:40:25 UTC 88.2K followers, 55.2K engagements
"$OSCR CEO says health care will shift to individual covered-employer reimbursed model. SMEs freelancers and even some large employers will embrace this model. This is XXX million people. Zoom out think long-term ignore Wall Street noise. Its time to buy $OSCR not sell" @thexcapitalist on X 2025-07-14 09:57:51 UTC 88.1K followers, 116.7K engagements
"European stocks are priced to death You can buy the arguably best yacht maker SanLorenzo at X times earnings while the management expects 7-8% annual growth for the next X years. Insiders are buying like crazy. Just saying" @thexcapitalist on X 2025-04-12 21:17:32 UTC 88.2K followers, 71.6K engagements
"The last time weekly outflows from healthcare stocks reached this level was April 2020. By April 2021 most of them had doubled. Every now and then the market thinks healthcare is dying; it never happens. Risk/reward is extremely favorable now. $UNH $OSCR $ELV $CI" @thexcapitalist on X 2025-07-22 05:50:52 UTC 88.2K followers, 44.7K engagements
"The market is freaking out meanwhile smart money is silently scooping up $UNH. It's now the second most bought stock by hedge funds and the superinvestors in Q2 2025. People will say it was obvious a year from now" @thexcapitalist on X 2025-07-24 17:52:21 UTC 88.2K followers, 71.7K engagements
"$UNH missed earnings as expected though sales werent so bad: - Revenue was $11.62B vs Est. $11.59B - EPS eas $XXXX vs Est. $XXXX Medical Care Ratio increased by XXX bps to XXXX% Its clear that the whole industry stumbled in pricing this year. Thats also the silver lining. Sales are OK healthcare is going nowhere. They have to correct their actuarials and revise their medical inflation and activity rate expectations and price accordingly. $UNH is still the most profitable and the strongest company in the industry and theyll navigate this. Buying healthcare will look like a great opportunity a" @thexcapitalist on X 2025-07-29 10:35:54 UTC 88.2K followers, 78.9K engagements
"US healthcare sector is having its biggest crash in the last XX years. If you have the stomach to get in now the opportunity is immense. $OSCR $UNH $ELV" @thexcapitalist on X 2025-07-20 18:39:41 UTC 88.2K followers, 161.4K engagements
"Healthcare is the largest employer in the US and you think $UNH is going to die" @thexcapitalist on X 2025-07-24 18:52:13 UTC 88.2K followers, 36.5K engagements
"1/ $GOOG is the cheapest mega-cap stock now. Cloud business is exploding search remains strong and Gemini is nearing XXX million monthly active users. Here is my $GOOG investment case: 🧵" @thexcapitalist on X 2025-07-25 14:07:41 UTC 88.2K followers, 87.2K engagements
"$DLO is insanely undervalued: It posted some solid numbers since it became public in 2021: - XX% annual volume growth. - XX% annual revenue growth. - Expanded from XX to XX countries. Yet the stock is down XX% One or two nice quarters and itll easily double from here" @thexcapitalist on X 2025-06-26 13:44:43 UTC 88.2K followers, 74.7K engagements
"$AMD MI355X compared to $NVDA B200: - XX% more throughput. - XX% more tokens per dollar. - XX% larger memory capacity. And it'll be cheaper than B200. It will take a significant market share from Nvidia. Why aren't you buying $AMD yet" @thexcapitalist on X 2025-06-13 16:42:44 UTC 88K followers, 84.3K engagements
"$NBIS is expanding data centers in New Jersey and Missouri. Theyll also launch several new ones in 2026. Their capacity target for the end of the next year is 1GW. At XX% utilization rate they can generate $X billion revenue. Most asymmetric opportunity in the market" @thexcapitalist on X 2025-07-25 17:49:49 UTC 88.2K followers, 16.9K engagements
"7. It's rapidly entering new markets. It is now operating in XXX counties across XX states. It aims to enter XXX new metropolitan areas by the end of 2027" @thexcapitalist on X 2025-07-21 16:22:00 UTC 88K followers, 3232 engagements
"$AMD quarterly data center revenue grew by 5x since 2021. This is just the beginning. Its MI355X outperforms $NVDA Blackwell in most metrics. Oracle already planning to deploy a cluster of 130000 MI355X. Growth will explode as it takes market share from $NVDA" @thexcapitalist on X 2025-07-12 18:20:32 UTC 88.1K followers, 27.5K engagements
"Members of the Congress are buying $UNH like there is no tomorrow. Insiders bought $XX million worth of stock this year. When it climbs back to all time highs everybody will say it was obvious" @thexcapitalist on X 2025-07-01 10:22:31 UTC 88.2K followers, 224K engagements
"2/ The business is exploding. In the last quarter they beat estimates in every growth metric. This is a $XXX trillion business casually posting XX% YoY revenue growth. Yet the market still drastically undervalues it. Here is why:" @thexcapitalist on X 2025-07-25 14:07:42 UTC 88.1K followers, 3570 engagements
"$OSCR BREAKS ABOVE $XX PRE-MARKET Its going to be so fun when revenue hits $XX billion and MLR pulls back to 81-82% levels next year" @thexcapitalist on X 2025-07-24 12:16:40 UTC 88.2K followers, 97.5K engagements
"$AMD INCREASED THE PRICE OF MI350X BY MASSIVE XX% Do you see what that means MI350X matches or exceeds Blackwells performance in most metrics. Hardware moat no longer exists. They are rapidly improving ROCm to deprecate CUDA moat too. $AMD will be a $X trillion company" @thexcapitalist on X 2025-07-28 09:56:25 UTC 88.2K followers, 117.4K engagements
"2025 will be a transformational year in AI. Here are my top picks in AI investing theme: Hardware $TSM $AVGO $NVDA $AMD $ANET Software $AMZN $MSFT $META $GOOG $ORCL $MDB AI Agents $GOOG $CRM $META $NOW $MSFT" @thexcapitalist on X 2025-01-04 16:59:30 UTC 88.2K followers, 161.3K engagements
"10. The management expects $XXXX EPS for 2027. This is assuming enhanced subsidies won't be extended. Even in that case we have a $XX stock price target for 2027. Even if we assume XX% annual EPS growth in the next X years after 2027 and XX times earnings we will get a nearly $XX price target for the end year 2030. This is more than 5x of today's price" @thexcapitalist on X 2025-07-21 16:22:02 UTC 88.1K followers, 8458 engagements
"In 2022 everybody said they would bet the house on $META if it was under $XXX. A year later everybody avoided it at $XX. Same with $GOOG. You could get it for $XXX in April but everybody said it was dying Never changes. $UNH is now $META in 2022" @thexcapitalist on X 2025-07-24 15:48:57 UTC 88.2K followers, 22.1K engagements
"Stock price follows free cash flow over the long run. $OSCR generated $XXX billion in free cash flow in the last twelve months. It's currently trading at just X times free-cash-flow. Price will surely follow at some point. It's just a game of patience now" @thexcapitalist on X 2025-07-11 09:11:36 UTC 88.1K followers, 118.8K engagements
"7/ Yet this could be easily fixed. $UNH has historically had a superior underwriting performance. Before Q3 its cost estimates were conservatively high leading to conservative underwriting. This indicates that its problems are not structural. It can easily get back to growth by bidding up and tightening its actuarials" @thexcapitalist on X 2025-07-17 16:25:24 UTC 88.1K followers, 8677 engagements