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[@ValuationEdge_](/creator/twitter/ValuationEdge_)
"MSCI $MSCI XXXX% margin High recurring revenue low cost to scale. Margins reflect strong data moat and pricing power"  
[X Link](https://x.com/ValuationEdge_/status/1977375119614898246) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XX engagements


"@BourbonCap @theTIKR All of these look interesting especially $ADBE $NVO $MSCI"  
[X Link](https://x.com/ValuationEdge_/status/1978102345947926538) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T14:15Z XXX followers, XXX engagements


"@TheLongInvest Also $JD has $32B in cash on hand with a $47B market cap Wheres the disconnect"  
[X Link](https://x.com/ValuationEdge_/status/1978866177901293719) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T16:50Z XXX followers, 3503 engagements


"🚀 $ZETA is scaling without spending more to do it. Revenue XX% CAGR since 2022 SG&A ➡ barely moved Thats operating leverage in action every new dollar of growth is costing them less. This is how margins and valuations expand. 📈"  
[X Link](https://x.com/ValuationEdge_/status/1978888158365319616) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T18:17Z XXX followers, XXX engagements


"@MMMTwealth Just bought some $TMDX this week. Thanks for sharing this one I also feel strongly about this company. Actually dooing somehting necessary and good for the world and is a great opportunity. Revenue is growing strong and margins are improving 👉 mulitbagger opportunity"  
[X Link](https://x.com/ValuationEdge_/status/1979203904572215769) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T15:12Z XXX followers, XXX engagements


"@thexcapitalist Love this and completely agree @thexcapitalist. If anyone's interested I did a short dive on why Healthcare is undervalued I'm particularly bullish on $UNH"  
[X Link](https://x.com/ValuationEdge_/status/1979204510124814458) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T15:15Z XXX followers, XXX engagements


"$ROOT is one of the biggest disconnects in the market right now ⚡ 📈 Revenue CAGR since 2020: XX% 💰 P/E: XX P/S: XXX Mkt Cap: $1.3B 🚗 Using tech + data to disrupt the $300B+ auto insurance market The business is compoundingbut the stock still trades like its broken. That gap doesnt last forever. More on this soon 👀 #Investing #ROOT #GrowthStocks"  
[X Link](https://x.com/ValuationEdge_/status/1975923641901535254) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-08T13:58Z XXX followers, 2461 engagements


"@grok @think4wunce @MMatters22596 @grok I don't believe this free cash flow amount is correct. I have showing 1138 TTM and 5560 in 2024 using USD as a currency. Please take a look at this again"  
[X Link](https://x.com/ValuationEdge_/status/1976125762890547245) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-09T03:21Z XXX followers, XX engagements


"Amazing business with phenomenal fundamentals clearly a company with pricing power and a strong brand. Valuation is still at 12x sales and XX times earnings. I think it was due for a pull back being at 50x earnings the past few months Great company $RACE and would love to get in if it dropped lower just cant justify it right now even"  
[X Link](https://x.com/ValuationEdge_/status/1976469190321099005) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-10T02:05Z XXX followers, XXX engagements


"@TheRayMyers Awesome post love these. $NU customer count is reassuring. Super interested in $DLO didn't realize they had that much operating leverage"  
[X Link](https://x.com/ValuationEdge_/status/1976746683288473936) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-10T20:28Z XXX followers, 2755 engagements


"A high operating margin = a business that can: Scale efficiently Withstand pressure Reinvest heavily Compound faster Lets look at XX names proving that operational strength drives long-term performance"  
[X Link](https://x.com/ValuationEdge_/status/1977375094516134052) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XX engagements


"AppLovin $APP XX% margin Quietly one of techs most profitable players. High-margin software and ads = massive operational leverage"  
[X Link](https://x.com/ValuationEdge_/status/1977375122903253351) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XXX engagements


"@DeepIceValue Please more breakdowns on $UNH and $NVO"  
[X Link](https://x.com/ValuationEdge_/status/1977375905564533164) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:08Z XXX followers, XXX engagements


"@fiscal_ai $RACE sells status Dropping a short dive on Ferrari tomorrow 👀"  
[X Link](https://x.com/ValuationEdge_/status/1977417322806780047) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T16:53Z XXX followers, XXX engagements


"$RACE just sold off XX% this week from $XXX $XXX. Even after the drop its been a monster long-term performer: 📈 XX% CAGR since 2016 To put that in perspective: ➡ $10000 invested in 2016 = $55000 today Ferraris been compounding like a supercar on the Autobahn. 🏎"  
[X Link](https://x.com/ValuationEdge_/status/1977718288063848924) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, 1146 engagements


"Since 2016: Revenue CAGR: XX% Operating income CAGR: XX% That widening gap = operating leverage. Ferraris generating more profit per dollar of sales showing pricing power and efficiency few automakers can match. ⚙💰"  
[X Link](https://x.com/ValuationEdge_/status/1977718290756550765) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, XXX engagements


"$RACE has rarely been cheap and for good reason. Since 2021: Avg P/S: 9.5x Avg P/E: 50x Its a premium brand priced like one. Ferraris customers can afford every price hike exclusivity is their moat. They dont chase volume; they curate demand. 🔴🏁"  
[X Link](https://x.com/ValuationEdge_/status/1977718293327728644) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, XXX engagements


"Ferrari is a luxury brand first car company second. They keep supply intentionally below demand to preserve exclusivity and pricing power. Their customers arent price-sensitive that stability gives Ferrari consistent margins even through weak markets"  
[X Link](https://x.com/ValuationEdge_/status/1977718295504535591) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, XXX engagements


"Operating margin has grown from XX% (2016) XX% today. By 2030 Ferrari targets $10.4B in revenue. At XX% margins thats $3B+ in operating income or $4B EBITDA. At a 30x multiple that implies $120B fair value by 2030. Still a bit rich for me here but if $RACE drops further Id get interested. For now just one to keep on the radar. 🏁"  
[X Link](https://x.com/ValuationEdge_/status/1977718297698222402) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T12:49Z XXX followers, XXX engagements


"@QCompounding Ferrari $RACE is an interesting story. Just posted a breakdown if anyones interested"  
[X Link](https://x.com/ValuationEdge_/status/1977731930389955019) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T13:43Z XXX followers, XXX engagements


"🚨 Reminder: $TMDX has compounded revenue at XXX% annually since 2021. And margins Improving every single year. Not hype execution"  
[X Link](https://x.com/ValuationEdge_/status/1977734790586507609) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T13:54Z XXX followers, XXX engagements


"@longoption I want more $ROOT"  
[X Link](https://x.com/ValuationEdge_/status/1977769384891514922) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T16:12Z XXX followers, XXX engagements


"@DeepIceValue If $UNH tanks after earnings Im buying more"  
[X Link](https://x.com/ValuationEdge_/status/1977914743055593540) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T01:49Z XXX followers, XXX engagements


"@fiscal_ai Growth and AI disruption are the main risks. What am I missing"  
[X Link](https://x.com/ValuationEdge_/status/1978101288232501298) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T14:11Z XXX followers, 3779 engagements


"@MMMTwealth $ROOT $OSCR $DLO $NU $TMDX"  
[X Link](https://x.com/ValuationEdge_/status/1978103055347241455) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T14:18Z XXX followers, XXX engagements


"@fiscal_ai $DPZ has been one of the best companies this decade"  
[X Link](https://x.com/ValuationEdge_/status/1978155503432667215) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T17:46Z XXX followers, XX engagements


"Do you hold $UNH If so why If no why not"  
[X Link](https://x.com/ValuationEdge_/status/1978203080953942283) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T20:55Z XXX followers, XXX engagements


"@thexcapitalist Only way I see to do this reasonably for any investor is through puts. You limit downside while also going short. Short selling on margin could wipe you out entirely. Never worth the risk"  
[X Link](https://x.com/ValuationEdge_/status/1978451018338664617) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T13:20Z XXX followers, XXX engagements


"@Abby10Smalls @fiscal_ai Good point hard to say for me without knowing more info. Valuation looks cheap compared to historical and they have really healthy FCF but we always have to factor in growth/market disruption"  
[X Link](https://x.com/ValuationEdge_/status/1978479507947552945) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T15:14Z XXX followers, XXX engagements


"@TheLongInvest Agree have some LEAPS on $JD"  
[X Link](https://x.com/ValuationEdge_/status/1978480060043825364) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T15:16Z XXX followers, 1054 engagements


"@JuanRodrig07 Reminder that someone also had a PT on $UNH at $XXX These analysts clearly dont have much accountability being wrong with price targets. Worst case they move them and blame the market DYOR"  
[X Link](https://x.com/ValuationEdge_/status/1978493460106649768) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T16:09Z XXX followers, XXX engagements


"@TrendSpider Agreed this chart is insane $ADBE"  
[X Link](https://x.com/ValuationEdge_/status/1978606073616449812) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:37Z XXX followers, 3959 engagements


"Everyone wants compounders. Few actually find them. $TMDX has grown revenue at XX% CAGR since 2023 and just hit XX% operating margin in the most recent quarter (up from XXX% for full-year 2023). Trades 50x earnings but when growth and margins move like this valuation becomes a moving target. And its literally changing the world of organ transplants. Im looking to add to $TMDX"  
[X Link](https://x.com/ValuationEdge_/status/1979150013113442811) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T11:38Z XXX followers, XXX engagements


"$UNH is trading at its lowest Price-to-Sales since 2016. Superinvestors are buying. Most are ignoring. This is your reminder why Im bullish on healthcare and why $UNH might be the most underpriced quality compounder today. Dont miss this setup 👇"  
[X Link](https://x.com/ValuationEdge_/status/1979206087539609678) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T15:21Z XXX followers, XXX engagements


"@thexcapitalist Crazy how much headlines are moving these stocks when the fundamentals haven't changed or haven't seen changes yet. $OKLO $PLTR $RGTI Have to wonder how smart money is playing this and what role they will have since valuations are stretching What do we think"  
[X Link](https://x.com/ValuationEdge_/status/1979222244946595874) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T16:25Z XXX followers, XXX engagements


"@TheRayMyers Love this @TheRayMyers. This is why I follow Just bought some $ZETA earlier this week. The consistent growth on this is super intriguing"  
[X Link](https://x.com/ValuationEdge_/status/1979250855976071588) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T18:19Z XXX followers, XXX engagements


"Texas Pacific Land $TPL XXXX% margin Royalty model. No heavy assets. Turns land ownership into pure profit flow elite efficiency since 2020"  
[X Link](https://x.com/ValuationEdge_/status/1977375100602052931) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XXX engagements


"@TrendSpider @grok tell me why $OKLO could be fairly valued or undervalued. What am I missing because this share price increase makes no sense to me. Give me a bull/bear case with data"  
[X Link](https://x.com/ValuationEdge_/status/1978131988440658418) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T16:13Z XXX followers, 8877 engagements


"Just started a small position in $ZETA Do you own $ZETA"  
[X Link](https://x.com/ValuationEdge_/status/1978889726267457877) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T18:24Z XXX followers, XXX engagements


"@Mindset4Money_X I added $ZETA too. Love all of the additions and agree $HIMS valuation is getting lofty right now"  
[X Link](https://x.com/ValuationEdge_/status/1979286172334801172) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T20:39Z XXX followers, XXX engagements


"@nataninvesting $UNH at $250: The company is a scam and its going under dont touch this $UNH at $360: Buffet bought it this is one of the best opportunities in the market $UNH revenue was still over $400B at both of these points"  
[X Link](https://x.com/ValuationEdge_/status/1975538378423894382) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-07T12:27Z XXX followers, 1330 engagements


"NVIDIA $NVDA XXXX% margin Innovation meets leverage. Margins expanded with demand and the stock followed"  
[X Link](https://x.com/ValuationEdge_/status/1977375116011896942) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XX engagements


"$UNH looks dead on the chart but the business is alive and printing cash. Revenue has compounded 10%+ a year margins still elite even after a hit this year. Wall Streets sleeping on one of the best value plays in the market"  
[X Link](https://x.com/ValuationEdge_/status/1978199904687202528) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T20:43Z XXX followers, XXX engagements


"@DeepIceValue $UNH is a clear buy"  
[X Link](https://x.com/ValuationEdge_/status/1978438420658549095) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T12:30Z XXX followers, XXX engagements


"Markets are near all-time highs but my favorite opportunities arent in mega caps. Theyre in small caps compounding fast and flying under the radar 👇 $ROOT $OSCR $TMDX $HROW $DLO Small names. Big growth. Bigger disconnects"  
[X Link](https://x.com/ValuationEdge_/status/1978442510386036861) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T12:47Z XXX followers, XXX engagements


"Quick stats: 📈 $ROOT XX% revenue CAGR since 2020 turning profitable 💻 $OSCR P/S X positive cash flow momentum 🫀 $TMDX XXX% revenue CAGR since 2021 expanding margins 👁 $HROW 40%+ revenue growth margin expansion 🌎 $DLO 30%+ growth strong margins global fintech exposure Execution Hype"  
[X Link](https://x.com/ValuationEdge_/status/1978442512189518040) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T12:47Z XXX followers, XXX engagements


"$PYPL was overvalued at $XXX in 2021. Now its undervalued at $XX. Since then: 📈 EPS up 💵 $5/share 🔹 Trades at just 14x earnings Slap a modest 18x multiple and youre looking at a $90B valuation nearly XX% upside. The disconnect between earnings & price has never been wider"  
[X Link](https://x.com/ValuationEdge_/status/1978604400466690433) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:30Z XXX followers, XXX engagements


"Also EPS has steadily risen over the past few quarters. This coupled with buybacks creates a huge margin of safety. I own $PYPL at an average cost of $XX currently do you own any $PYPL"  
[X Link](https://x.com/ValuationEdge_/status/1978605252900262176) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:33Z XXX followers, XXX engagements


"@JuanRodrig07 @acce Love $PYPL at 14x earnings right now"  
[X Link](https://x.com/ValuationEdge_/status/1978608225948745889) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:45Z XXX followers, XXX engagements


"@Kross_Roads @FlexInvest7 Nobody uses $PYPL 🤣 . only 438M users"  
[X Link](https://x.com/ValuationEdge_/status/1978608737431536046) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:47Z XXX followers, XXX engagements


"@BourbonInsider $UNH is trading at its lowest P/S since 2016. If this doesnt show some disconnect I dont know what will"  
[X Link](https://x.com/ValuationEdge_/status/1978640267335876953) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T01:52Z XXX followers, XXX engagements


"@DeepIceValue $UNH is waking up"  
[X Link](https://x.com/ValuationEdge_/status/1978795456965542127) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T12:09Z XXX followers, XXX engagements


"$AZO is one of the markets most underappreciated compounders. Since 2017: 📈 Revenue CAGR X% 💥 Share price CAGR XX% Thats a 6.6x return in X years. Not from hype from steady growth and relentless buybacks"  
[X Link](https://x.com/ValuationEdge_/status/1978803601544790414) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T12:41Z XXX followers, XXX engagements


"Shares have been bought back aggressively - you dont just need high growth to get superior returns $AZO"  
[X Link](https://x.com/ValuationEdge_/status/1978803832697106564) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T12:42Z XXX followers, XX engagements


"Great dive on $PYPL by @biggr_ai for anyone interested"  
[X Link](https://x.com/ValuationEdge_/status/1978806218677235714) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T12:52Z XXX followers, XXX engagements


"@Spike_1567 Definitely will be interesting to see this next earnings call. IMO its valuation makes it too attractive to ignore"  
[X Link](https://x.com/ValuationEdge_/status/1978821170754380159) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T13:51Z XXX followers, XX engagements


"@DeepIceValue Love this signal $UNH"  
[X Link](https://x.com/ValuationEdge_/status/1978883370319745530) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T17:58Z XXX followers, XXX engagements


"@nataninvesting $PYPL 📈"  
[X Link](https://x.com/ValuationEdge_/status/1979172319676264602) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T13:07Z XXX followers, XXX engagements


"@tslawudi @nataninvesting $PYPL has strong FCF(5B TTM) and net income the business is performing well Theyre using this to buyback shares which will boost EPS meaning more money going into shareholders hands. This should make the stock price go up Look at what $AZO has done with buybacks"  
[X Link](https://x.com/ValuationEdge_/status/1979192080535593074) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T14:25Z XXX followers, XXX engagements


"@ValueSense_io $PYPL buybacks make this a great opportunity"  
[X Link](https://x.com/ValuationEdge_/status/1979193382887891338) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T14:30Z XXX followers, XXX engagements


"@ValueSense_io At XX% growth $DLO could hit $2.1B rev in X yrs. With XX% margins & 30x P/E $9.6B market cap. Thats 2x upside from today if they keep compounding. 🚀"  
[X Link](https://x.com/ValuationEdge_/status/1978607734690881714) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:43Z XXX followers, XXX engagements


"@WOLF_Financial Good for $META. They've compounded revenue and growth at crazy scale. Excited to see how the Data part of the business plays into the story Revenue 👉 XX% CAGR since 2016 EPS 👉 XX% CAGR since 2016 Do you own $META and why/why not"  
[X Link](https://x.com/ValuationEdge_/status/1979216179743838336) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T16:01Z XXX followers, XX engagements


"@Spike_1567 That's actually a great. P/S definitely matter more for unprofitable companies without earnings. It's less useful than P/E for sure for $UNH $WMT and $COST 100%"  
[X Link](https://x.com/ValuationEdge_/status/1979222863929307419) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T16:27Z XXX followers, XXX engagements


"VICI Properties $VICI XXXX% margin A REIT that prints cash. Minimal costs predictable rent and consistent compounding since 2020"  
[X Link](https://x.com/ValuationEdge_/status/1977375097267556546) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T14:05Z XXX followers, XX engagements


"@TheRayMyers Doing more research on $ZETA"  
[X Link](https://x.com/ValuationEdge_/status/1977810547790975458) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T18:55Z XXX followers, XXX engagements


"@DeepIceValue Agreed. I own $PDD and $JD right now. All of these china companies are hard to ignore right now"  
[X Link](https://x.com/ValuationEdge_/status/1978103525394526529) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T14:20Z XXX followers, XXX engagements


"@stocktalkweekly Love this I know nothing about $ENS tho. @grok explain $ENS to me in simple terms what do they do What do they sell How are they expanding"  
[X Link](https://x.com/ValuationEdge_/status/1978855589800267981) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T16:08Z XXX followers, 1054 engagements


"@grok @thexcapitalist @grok who is best setup up to fill the demand for these companies with energy storage How much margin can these companies make off energy storage"  
[X Link](https://x.com/ValuationEdge_/status/1979286648350195726) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T20:41Z XXX followers, XXX engagements


"@nataninvesting I like it especially $PDD $PYPL $UNH $TMDX"  
[X Link](https://x.com/ValuationEdge_/status/1976615232912171035) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-10T11:46Z XXX followers, XXX engagements


"What energy companies do you think will capitalize the most on the AI energy demand $CEG $NEE $DUK $SO $TLN $CHK $SMR $OKLO $FSLR $GEV $TSLA $EQIX $AMZN"  
[X Link](https://x.com/ValuationEdge_/status/1977368658771902598) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-12T13:40Z XXX followers, XXX engagements


"Hard to say for certain. When looking at $AZO they have 3.6B EBITDA compared to an interest payment of 475M (13% of ebitda) I think this is appropriate and not a concern because they do have a lot of earnings to cover the debt payments. Definitely a good use to maximize returns to shareholders. If they had earnings lower I would be concerned but not here. Thoughts"  
[X Link](https://x.com/ValuationEdge_/status/1978854489458364561) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T16:04Z XXX followers, XX engagements


"@unusual_whales Does this mean LONG $BABA $JD $PDD $BIDU"  
[X Link](https://x.com/ValuationEdge_/status/1978856356254744838) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-16T16:11Z XXX followers, XXX engagements


"@MMatters22596 $30B in cash and cash equivalents too. I may buy more if it drops further"  
[X Link](https://x.com/ValuationEdge_/status/1979565055416111413) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-18T15:07Z XXX followers, XXX engagements