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[@ValuationEdge_](/creator/twitter/ValuationEdge_)
"@thexcapitalist @grok how much are some of the biggest AI companies spending on data storage How big is the energy storage market and what are forecasts for the industries growth"  
[X Link](https://x.com/ValuationEdge_/status/1979285825566237116) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-17T20:38Z XXX followers, 1195 engagements


"@MMatters22596 Love $JD - feels like free money right now Especially with $30B in cash on the balance sheet Market cap: $55B What am I missing"  
[X Link](https://x.com/ValuationEdge_/status/1975937873967993208) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-08T14:54Z XXX followers, 1416 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


"@ValueSense_io Own some $UBER and $NU $FOUR and $DLO are interesting Whats your favorite from this list and why"  
[X Link](https://x.com/ValuationEdge_/status/1976470742243172424) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-10T02:12Z 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


"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


"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


"$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, 1168 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


"@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 Just did a short dive on $RACE today if youre interested FYI Ferrari has been an over 5-bagger since 2016"  
[X Link](https://x.com/ValuationEdge_/status/1977825681330586070) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-13T19:56Z XXX followers, XXX 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


"@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


"@grok @r_goln @fiscal_ai Id love a deeper dive on the companys growth strategy or financial strategy. Why would the share price continue to increase in the future Based on what assumptions"  
[X Link](https://x.com/ValuationEdge_/status/1978131098279289320) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T16:09Z XXX followers, XX 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, 8895 engagements


"@Spike_1567 I like it why $FOUR over $DLO"  
[X Link](https://x.com/ValuationEdge_/status/1978209690531070202) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-14T21:21Z 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


"@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


"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


"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


"@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


"🚀 $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


"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


"@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


"@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


"@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


"@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


"@serk1379079 @MMatters22596 Can you please show proof Maybe Im missing something"  
[X Link](https://x.com/ValuationEdge_/status/1979701542770163905) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-19T00:10Z XXX followers, XX 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


"@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


"$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


"@TrendSpider $UNH at 10x earnings was a fire sale we likely will never see again US healthcare spending only continues to rise and is about XX% of GDP currently (and rising) $UNH is by far the leader in health insurance and will capitalize from this trend"  
[X Link](https://x.com/ValuationEdge_/status/1979705016647832035) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-19T00:23Z XXX followers, 3663 engagements


"@MMatters22596 IMO a company like $JD who has $16B in net cash which is still growing is an amazing deal Trading under 10x earnings reminds me of the disconnect with $META in 2022"  
[X Link](https://x.com/ValuationEdge_/status/1979967202464833997) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-19T17:45Z XXX followers, XXX engagements


"@Ashton_1nvests I hold $SOFI too but trimmed my position a lot Doesnt the valuation feel stretched at these levels for $SOFI Curious your thoughts on this maybe Im wrong but feel theres better opportunities"  
[X Link](https://x.com/ValuationEdge_/status/1979968969713790976) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-19T17:52Z XXX followers, XXX engagements


"@fiscal_ai Thats insane operating leverage $META"  
[X Link](https://x.com/ValuationEdge_/status/1980021287096406378) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-19T21:20Z XXX followers, XX 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


"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 Agreed this chart is insane $ADBE"  
[X Link](https://x.com/ValuationEdge_/status/1978606073616449812) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-15T23:37Z XXX followers, 3985 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, 1055 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, 3606 engagements


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


"@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


"@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


"Analysts on $UNH keep raising there price targets 👀 People listened when they said this a company worth $XXX The real money is spotting the opportunity before people change there targets. $UNH was a clear buy below $300"  
[X Link](https://x.com/ValuationEdge_/status/1979546249549234325) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-18T13:52Z 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


"@BourbonCap $NU has some crazy growth"  
[X Link](https://x.com/ValuationEdge_/status/1979971558891270467) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-19T18:03Z XXX followers, XX 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


"@DeepIceValue Same analyst in a year: PT on $UNH raised from $XXX to $550"  
[X Link](https://x.com/ValuationEdge_/status/1979543214932754929) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-18T13:40Z XXX followers, XXX engagements


"@jirokillua @MMatters22596 $JD and $META are two completely different businesses $JD market cap: $XX Billion $META market cap: $XXX TRILLION Over 39x the market cap for $META"  
[X Link](https://x.com/ValuationEdge_/status/1980098307906052599) [@ValuationEdge_](/creator/x/ValuationEdge_) 2025-10-20T02:26Z XXX followers, XX engagements