[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.] #  @CompoundingLab Compounding Lab Compounding Lab posts on X about stocks, spx, $spx, cash flow the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::4704224978/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XX% - X Months XXXXXXX +13,328% ### Mentions: XX [#](/creator/twitter::4704224978/posts_active)  - X Week XX -XX% - X Month XXX +37% - X Months XXX +7,514% ### Followers: XXX [#](/creator/twitter::4704224978/followers)  - X Week XXX +7.30% - X Month XXX +59% - X Months XXX +9,138% ### CreatorRank: XXXXXXX [#](/creator/twitter::4704224978/influencer_rank)  ### Social Influence [#](/creator/twitter::4704224978/influence) --- **Social category influence** [stocks](/list/stocks) XX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) X% [cryptocurrencies](/list/cryptocurrencies) X% [countries](/list/countries) XXX% [exchanges](/list/exchanges) XXX% **Social topic influence** [stocks](/topic/stocks) 12.8%, [spx](/topic/spx) 4%, [$spx](/topic/$spx) 4%, [cash flow](/topic/cash-flow) 2.4%, [roic](/topic/roic) 2.4%, [$bidu](/topic/$bidu) 1.6%, [decent](/topic/decent) 1.6%, [$duk](/topic/$duk) 1.6%, [superior](/topic/superior) 1.6%, [$cdns](/topic/$cdns) XXX% **Top accounts mentioned or mentioned by** [@pepemoonboy](/creator/undefined) [@williammbishop](/creator/undefined) [@thestocksking](/creator/undefined) [@mapleleafinvest](/creator/undefined) [@unusualwhales](/creator/undefined) [@etoro](/creator/undefined) [@investmentkage](/creator/undefined) [@harrystebbings](/creator/undefined) [@thexcapitalist](/creator/undefined) [@stockmktnewz](/creator/undefined) [@elonmusk](/creator/undefined) [@xai](/creator/undefined) [@tesla](/creator/undefined) [@spacex](/creator/undefined) [@peterschiff](/creator/undefined) [@dividenddudex](/creator/undefined) [@mrderivatives](/creator/undefined) [@atlasx100](/creator/undefined) [@ashton1nvests](/creator/undefined) [@barchart](/creator/undefined) **Top assets mentioned** [SPX6900 (SPX)](/topic/$spx) [Duke Energy Corp (DUK)](/topic/$duk) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Emerson Electric Co. (EMR)](/topic/$emr) [Colgate-Palmolive Company (CL)](/topic/$cl) [EOG Resources Inc (EOG)](/topic/$eog) [Alibaba Group (BABA)](/topic/$baba) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Autodesk Inc (ADSK)](/topic/$adsk) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Amgen, Inc. (AMGN)](/topic/$amgn) [DuPont de Nemours Inc (DD)](/topic/$dd) [Ecolab Inc. (ECL)](/topic/$ecl) [Aon PLC (AON)](/topic/$aon) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Paycom Software Inc (PAYC)](/topic/$payc) [Fortinet Inc (FTNT)](/topic/$ftnt) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [PPG Industries, Inc. (PPG)](/topic/$ppg) [Sherwin-Williams Co (SHW)](/topic/$shw) [American Tower Corp (AMT)](/topic/$amt) [NVR, Inc. (NVR)](/topic/$nvr) [Applied Materials, Inc. (AMAT)](/topic/$amat) [American Electric Power Company Inc (AEP)](/topic/$aep) [Davita Inc (DVA)](/topic/$dva) [HCA Healthcare Inc (HCA)](/topic/$hca) [Vistra, Corp. (VST)](/topic/$vst) [Sempra Energy (SRE)](/topic/$sre) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Republic Services, Inc. (RSG)](/topic/$rsg) [Deere & Company (DE)](/topic/$de) [Caterpillar Inc. (CAT)](/topic/caterpillar-inc) [CatCoin (CAT)](/topic/$cat) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Amphenol Corporation (APH)](/topic/$aph) [Sensata Technologies Holding plc (ST)](/topic/$st) [Newmont Corporation (NEM)](/topic/$nem) [3M Co (MMM)](/topic/$mmm) [Microsoft Corp. (MSFT)](/topic/$msft) [Apple, Inc. (AAPL)](/topic/$aapl) [Coca-Cola Co (KO)](/topic/$ko) [Viatris Inc (VTRS)](/topic/$vtrs) [Zoetis Inc (ZTS)](/topic/$zts) ### Top Social Posts [#](/creator/twitter::4704224978/posts) --- Top posts by engagements in the last XX hours "1/ $EOG stock review EOG Resources Inc Sector: Energy Industry: Oil & Gas E&P Stock Style Box: Mid Value Total Number of Employees: 3150"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034179570049163) 2025-07-23 14:55:15 UTC XXX followers, XX engagements "2/ 📌 The Market Capitalization-to-GDP ratio often dubbed the Buffett Indicator has gained popularity as a quick gauge of whether the U.S. equity market is overvalued or undervalued. It compares the total market value of publicly traded U.S. companies to the nations gross domestic product. While the premise seems sound aligning the stock market with the size of the real economy even seasoned investors. ⛔"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1949078247532068949) 2025-07-26 12:04:00 UTC XXX followers, X engagements "$TSMC $BABA $PDD $TCEHY $SMCI $JD $BIDU $NTES $XIACF Chinas frequent displays of its new Shuiqiao-class landing craft designed to deliver heavy equipment onto fortified shores actually reinforce a counterintuitive point: Taiwans takeover if it occurs will not resemble traditional invasion scenarios imagined by military analysts. There will be no armada of landing ships storming across the Taiwan Strait on a dramatic D-Day. Taiwanese artillery wont pound beaches filled with Chinese barges. There will be no catastrophic mine explosions or blood-soaked landings under relentless machine gun fire"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947025479233646802) 2025-07-20 20:07:02 UTC XXX followers, XXX engagements "$ADSK The stock has recently outperformed the S&P XXX driven by digital transformation tailwinds and expanded margins. While past multi-year returns have lagged the index due to valuation resets Autodesks forward projections remain highly attractive for growth-oriented investors due to robust ongoing demand innovation in AI/cloud and disciplined capital deployment. Indeed we are noticing significant improvement in ROIC from 2017 onwards. The upward trend in ROIC demonstrates Autodesks strengthened capital efficiency and robust execution as it scales its cloud platform solidifying its"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947960128210411561) 2025-07-23 10:01:00 UTC XXX followers, XXX engagements "@WilliamMBishop @eToro Decent copy duration"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948089038079955131) 2025-07-23 18:33:15 UTC XXX followers, XX engagements "$AMGN vs $REGN Today I am sharing with you A Definitive Comparison Amgen Inc vs Regeneron Pharmaceuticals Inc Summary: Amgen and Regeneron stand as two dominant forces in the biopharmaceutical industry each with distinct strengths and clear leadership in their domains. Amgen commands a diversified biologics-powered portfolio fortified by scale patents and robust cash flow generation. Regeneron on the other hand is a cutting-edge innovator excelling in scientific leadershipespecially in ophthalmology and immunologywith blockbuster products like EYLEA Dupixent (in partnership with Sanofi) and"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1936711915998228577) 2025-06-22 09:04:37 UTC XXX followers, 1173 engagements "8/ Fair value Our intrinsic (fair) value estimate for EOG Resources is $XXX per share. Given the current market price of $XXX this indicates a small discount. While it offers an attractive earnings yield and valuation discount investors must remain aware of potential downside from commodity price corrections and structural EPS stagnation in the broader energy sector"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034193222459743) 2025-07-23 14:55:19 UTC XXX followers, XX engagements "China and US account for XX% of global wealth 🤑 $SPX #China $SHCOmp"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948820120412786867) 2025-07-25 18:58:18 UTC XXX followers, XX engagements "Paycom Software Inc: Outlook and Strategic Positioning $PAYC Industry: Software Application Number of Employees: 7300 Market Cap: $12.7B 🏢 What company does Paycom provides integrated human capital management (HCM) software combining payroll and HR in a single database for businesses with 50-10000 employees. Unlike competitors that build platforms through acquisitions and APIs Paycoms unified system ensures real-time data accuracy reduces errors and offers a seamless client experience albeit at a premium price point. 🚀 Growth While Paycom achieved impressive 20-40% annual growth between"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1940117393440985224) 2025-07-01 18:36:46 UTC XXX followers, XXX engagements "1/ Peace of mind during the next market crash: 🧵 How to prepare your portfolio to sustain volatility"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004018397090005) 2025-07-23 12:55:24 UTC XXX followers, 40K engagements "Is someone holding $NVR stock Would like to do more research on this"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1937614280989507875) 2025-06-24 20:50:18 UTC XXX followers, XXX engagements "7/ Key revenue segments EOGs revenue is predominantly driven by crude oil contributing XX% of total revenue with natural gas and NGLs accounting for the remaining 30%. This commodity mix enhances cash flow resilience and margins especially during strong oil price environments"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034191527993564) 2025-07-23 14:55:18 UTC XXX followers, XX engagements "Are $AMAT and $ASML competitors Applied Materials and ASML Holding are peers in the semiconductorequipment industry and compete broadly for the same customers and capital budgets but they do not produce the same class of tools. ASML dominates lithography; Applied Materials dominates many of the downstream process steps - making them more collaborators in the chip-making chain rather than direct tool-by-tool rivals. Moat Both companies unmistakably possess wide economic moats a fact underscored by their consistently high Returns on Invested Capital (ROIC) hovering around 25%. This financial"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1938692829301055573) 2025-06-27 20:16:04 UTC XXX followers, XXX engagements "@Mr_Derivatives Why attack I am actually waiting for bear market"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948361855178547256) 2025-07-24 12:37:19 UTC XXX followers, XX engagements "I believe you are trying to connect things which sometimes can not be connected. If company is already doing well even monkey can run it without harming too much. And the other way works as well - no matter how good CEO is if company is rotted no one can help. It's usually corporate culture who spoil good CEO not a good CEO save spoiled company"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947596741085126919) 2025-07-22 09:57:02 UTC XXX followers, 1102 engagements "10/ Ill share our detailed asset allocation early August. ✅ Start your rebalancing today to sleep better tomorrow. Follow for upcoming guides on smart risk-aware investing"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004032422846622) 2025-07-23 12:55:28 UTC XXX followers, XX engagements "5/ Growth trend Revenue growth is minimal on 10Y 5Y and Y/Y timeframes. Those who wish to enter this position should remember that energy sector is characterized with high cyclicality and slow EPS growth. Actually there is a slowdown expected in EPS of average SP500 Energy company going forward. Both in 2025 and 2026 this sector's EPS will not reach prior high recorded in 2022. Risk/reward should be evaluated carefully"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034187878879644) 2025-07-23 14:55:17 UTC XXX followers, XX engagements "9/ Remember: Markets pull back XX% every year on average. The goal isnt timing the market but being prepared to act. When the next pullback comes well redeploy efficiently as we did this April"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004031005180334) 2025-07-23 12:55:27 UTC XXX followers, XX engagements "$AJG Arthur J. Gallagher & Co Strong Historical Returns But Future Value Creation Remains Questionable It is remarkable that Arthur J. Gallagher & Co ranks third by Sharpe ratio among all S&P XXX components over the period January 2016 to February 2025 surpassed only by NVIDIA and Progressive. The company delivered an impressive XXXX% average stock return with a maximum drawdown contained at just 23%. However these market results are not underpinned by exceptional operating performance. The companys average ROIC of X% barely exceeds its cost of capital suggesting limited economic value added."  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1945181575509061994) 2025-07-15 18:00:01 UTC XXX followers, XXX engagements "$TMO vs $A Both Thermo Fisher Scientific and Agilent Technologies are strong players in the Diagnostics & Research industry backed by wide economic moats rooted in high switching costs strong customer relationships and proprietary technologies. While Agilent has shown slightly better recent ROIC Thermo Fisher edges ahead with superior EPS growth and a significantly more attractive valuation. With TMO trading at a XX% discount to its fair value and offering a potential XX% alpha over the next three years I favour Thermo Fisher as the more compelling investment opportunity at current levels."  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1937908203850694827) 2025-06-25 16:18:15 UTC XXX followers, 1393 engagements "Cadence Design Systems Here I will explain the reasons why you should consider limiting exposure to $CDNS in your portfolio. X. 🧭 The Thesis Cadence Design Systems ($CDNS) currently trades at $XXX above our fair value estimate of $XXX. While the company boasts a formidable moat in electronic design automation and healthy recurring revenues its premium multiples and slowing end-market growth suggest limited upside. We adopt a neutral-to-bearish stance: strong fundamentals are largely priced in and margin expansion catalysts are waning. X. Historical background Founded in 1988 via the merger"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1944740699523428377) 2025-07-14 12:48:08 UTC XXX followers, XXX engagements "3/ Data Center and AI GPU Growth The data center segment is AMDs most exciting growth engine. Demand for AMDs EPYC server CPUs and Instinct AI GPUs is surging with the company projecting the total addressable market for AI accelerators to reach $XXX billion by 2028. While Nvidia is expected to capture the lions share hyperscale cloud providers and enterprise customers are actively seeking alternatives to diversify supply and foster competitionan environment in which AMD is emerging as the clear second source. AMDs ramp-up in AI GPU revenue is impressive: from nearly zero in 2023 to over $5"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1942286013721702572) 2025-07-07 18:14:06 UTC XXX followers, XX engagements "Stocks Battle:🏗 Caterpillar Inc. $CAT vs 🌾 Deere & Company $DE These two companies are definitely leaders of their industry but they are not on my radar or watchlist. Obviously this does not mean they can not be attractive investments. Summary: Industry: Farm & Heavy Construction Machinery Trailing 10Y annual returns: CAT XXXXX% DE 19.76%. Valuation suggests that CAT is trading at XX% discount to fair value. If adjusted to FV within X years it will generate alpha 5%. The 2024 revenue downturn for both reflects economic headwinds customer fiscal caution and structural market adjustments"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1935792758457057475) 2025-06-19 20:12:13 UTC XXX followers, 1050 engagements "$APD Air Products has a strong wide moat driven by switching costs asset density scale advantages and network effects. Its strategic positioning in hydrogen and LNG further entrenches this moat for the coming decades. From the chart we can see that recent ROIC (Return on Invested Capital) is around X% which seems low for a wide-moat company. Lets unpack this clearly: ⚖ Why is ROIC only X% despite a wide moat ✅ X. Heavy capital investment cycle 🔹APD is in the midst of massive capex for hydrogen ammonia and gasification mega-projects (e.g. NEOM in Saudi Arabia blue hydrogen in Louisiana)."  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948714348555178394) 2025-07-25 11:58:00 UTC XXX followers, XX engagements "@TheStocksKing It's not correct to see it this way. The crash in long-term bonds was because of rising inflation. USA still positioned best for investors in my view"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1946143846552732145) 2025-07-18 09:43:45 UTC XXX followers, XX engagements "Stocks battle Sensata Technologies $ST vs Amphenol Corp $APH"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1941193246023069930) 2025-07-04 17:51:50 UTC XXX followers, XXX engagements "$MMM - DCF Valuation Sharing here my workings which I believe can assist your investment decision if you are considering or already invested in 3M Co. Key assumptions: Explicit 5Y growth @ X% Long-term growth in perpetuity @ X% (aligns with conservative valuation principles for mature industry) WACC @ XXX% EBITDA multiple XXX Historic Growth (for context) Revenue was consistently in decline within the last few years and 5Y CAGR currently stands at -5%. Past declines were driven by external and portfolio reduction factors which are substantially completed by now. The projected growth reflects"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948049792346538253) 2025-07-23 15:57:18 UTC XXX followers, XXX engagements "3/ 🌐 Lets start with a fundamental issue: . Today a significant portion of the revenue generated by U.S.-listed companies comes from outside the United States. Giants like Apple $AAPL Microsoft $MSFT and Coca-Cola $KO earn a substantial chunk of their income overseas. Yet the GDP figure in the denominator only captures domestic economic output. This mismatch comparing global market value to a domestic economic measure distorts the ratio and inflates perceptions of overvaluation"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1949078249314586689) 2025-07-26 12:04:01 UTC XXX followers, XX engagements "$SPX components with the smallest 10Y drawdowns"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947732242026877002) 2025-07-22 18:55:28 UTC XXX followers, XXX engagements "$MCK OnePager I still remember this stock trading at 125$ in 2018. Since then it has outperformed the SPX500 in 5-year 3-year and even 1-year timeframes. This is a wonderful example of how improvement in ROIC and growth drives value. Currently the stock is trading at XX% premium to intrinsic value"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1943400543415640173) 2025-07-10 20:02:50 UTC XXX followers, XXX engagements "$SPX component #122: $CTAS This is interesting one Cintas has roots tracing back to 1929 during which the Farmer family cleaned and re-sold dirty rags to manufacturing plants in Ohio. The firm has grown its business organically and through acquisitions and today Cintas acts as a one-stop outsourcing partner for businesses. Cintas will design manufacture collect and clean every employee uniform for a small weekly sum taking on the upfront capital expense itself. In the same stop Cintas can also replace soiled or depleted mats mops trash liners towels first aid fire and cleaning products. And"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1944794195442413778) 2025-07-14 16:20:43 UTC XXX followers, XXX engagements "5/✅ Consider rebalancing now while S&P is near ATH. Increase exposure to low-volatility ETFs to 30-40% of your portfolio: $SHY $SPHD $USMV $LQD $IEF $SPLV $AGG (I currently hold X of these XX% of my portfolio and plan to add more.)"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004025061826648) 2025-07-23 12:55:26 UTC XXX followers, XX engagements "$SPX component #143 $EQIX OnePager Industry REIT - Specialty Stock Style Box Large Core Total Number of Employees 13606"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947234596489400734) 2025-07-21 09:58:00 UTC XXX followers, XXX engagements "4/ Financial Strength and Capital Allocation AMDs balance sheet is robust with $XXX billion in cash and $XXX billion in debt as of March 2025. The Xilinx acquisition has proven accretive bolstering cash flow and expanding AMDs reach into industrial and communications markets. AMD does not pay a dividend but has committed to substantial share buybacks recently expanding its repurchase authorization to $XX billiondemonstrating confidence in its long-term prospects"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1942286015969874376) 2025-07-07 18:14:06 UTC XXX followers, XX engagements "Stocks battle $EMR vs $SU Ok so here we can see convergence on most charts in terms of historical indicators such as earnings yield ROIC (11%) NOPAT margin (12-14%). Price multiples are also very similar. But when we look at trend we can see an interesting story. During previous 10Y Schneider has delivered superior cumulative shareholder returns XX% (vs EMR 12%) driven by higher EPS growth and more stable operations. Lets dive deeper here to see what the drivers were behind this outperformance. Operating margin of SU was improving consistently in the last decade with the only exception of"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1945785801326973084) 2025-07-17 10:01:00 UTC XXX followers, XXX engagements "6/ ✅ S&P stocks with the lowest 10Y drawdowns: $PGR $JNJ $PEP $DUK $BDX $CL $CDNS Past performance doesnt guarantee future results"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948004026546557102) 2025-07-23 12:55:26 UTC XXX followers, XX engagements "4/ Earnings yield and EPS deviation Earnings yield is at decent X% level as well rising from lower levels due to increase in EPS. However EPS are highly unstable and deviate significantly which is normal for Energy sector"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1948034186255687932) 2025-07-23 14:55:17 UTC XXX followers, XX engagements "Stocks battle $ADP and $PAYX Any Onepager or stocks battle upon your request. Like comment and subscribe 👊"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1941178840216371627) 2025-07-04 16:54:35 UTC XXX followers, XXX engagements "$WMB vs $EPD Industry: Oil & Gas Midstream"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947325445743010144) 2025-07-21 15:59:00 UTC XXX followers, XXX engagements "Procter & Gamble $PG vs Colgate-Palmolive $CL battle Today we are reviewing two well-known behemoths in Household & Personal Products: $PG vs $CL. This is a particularly interesting example for understanding the drivers of value creation. We can see that P/E is equal for both companies despite Colgates having much higher ROIC. We know that P/E is a relative valuation which is driven by ROIC and growth. From a historical perspective PG clearly does not deserve same P/E multiple as CL. Why so Because of lower ROIC. Revenue growth and margins are comparable. Looking at P/E alone is not enough in"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1947658141295894783) 2025-07-22 14:01:01 UTC XXX followers, XXX engagements "Stocks battle: Parker-Hannifin $PH vs $RTX"  [@CompoundingLab](/creator/x/CompoundingLab) on [X](/post/tweet/1944698133117567208) 2025-07-14 09:59:00 UTC XXX followers, XXX 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.]
@CompoundingLab Compounding Lab
Compounding Lab posts on X about stocks, spx, $spx, cash flow the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +13,328%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +37%
- X Months XXX +7,514%
Followers: XXX #
- X Week XXX +7.30%
- X Month XXX +59%
- X Months XXX +9,138%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XX% finance XXXX% technology brands X% cryptocurrencies X% countries XXX% exchanges XXX%
Social topic influence stocks 12.8%, spx 4%, $spx 4%, cash flow 2.4%, roic 2.4%, $bidu 1.6%, decent 1.6%, $duk 1.6%, superior 1.6%, $cdns XXX%
Top accounts mentioned or mentioned by @pepemoonboy @williammbishop @thestocksking @mapleleafinvest @unusualwhales @etoro @investmentkage @harrystebbings @thexcapitalist @stockmktnewz @elonmusk @xai @tesla @spacex @peterschiff @dividenddudex @mrderivatives @atlasx100 @ashton1nvests @barchart
Top assets mentioned SPX6900 (SPX) Duke Energy Corp (DUK) Cadence Design Systems Inc (CDNS) Emerson Electric Co. (EMR) Colgate-Palmolive Company (CL) EOG Resources Inc (EOG) Alibaba Group (BABA) Super Micro Computer, Inc. Common Stock (SMCI) Hilton Hotels Corporation Common Stock (HLT) Autodesk Inc (ADSK) Freeport-McMoRan Inc (FCX) Regeneron Pharmaceuticals Inc (REGN) Amgen, Inc. (AMGN) DuPont de Nemours Inc (DD) Ecolab Inc. (ECL) Aon PLC (AON) Marsh & McLennan Companies, Inc. (MMC) Paycom Software Inc (PAYC) Fortinet Inc (FTNT) O'Reilly Automotive Inc (ORLY) PPG Industries, Inc. (PPG) Sherwin-Williams Co (SHW) American Tower Corp (AMT) NVR, Inc. (NVR) Applied Materials, Inc. (AMAT) American Electric Power Company Inc (AEP) Davita Inc (DVA) HCA Healthcare Inc (HCA) Vistra, Corp. (VST) Sempra Energy (SRE) Arthur J. Gallagher & Co. (AJG) Thermo Fisher Scientific Inc. (TMO) Republic Services, Inc. (RSG) Deere & Company (DE) Caterpillar Inc. (CAT) CatCoin (CAT) Air Products & Chemicals, Inc. (APD) Amphenol Corporation (APH) Sensata Technologies Holding plc (ST) Newmont Corporation (NEM) 3M Co (MMM) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Coca-Cola Co (KO) Viatris Inc (VTRS) Zoetis Inc (ZTS)
Top Social Posts #
Top posts by engagements in the last XX hours
"1/ $EOG stock review EOG Resources Inc Sector: Energy Industry: Oil & Gas E&P Stock Style Box: Mid Value Total Number of Employees: 3150"
@CompoundingLab on X 2025-07-23 14:55:15 UTC XXX followers, XX engagements
"2/ 📌 The Market Capitalization-to-GDP ratio often dubbed the Buffett Indicator has gained popularity as a quick gauge of whether the U.S. equity market is overvalued or undervalued. It compares the total market value of publicly traded U.S. companies to the nations gross domestic product. While the premise seems sound aligning the stock market with the size of the real economy even seasoned investors. ⛔" @CompoundingLab on X 2025-07-26 12:04:00 UTC XXX followers, X engagements
"$TSMC $BABA $PDD $TCEHY $SMCI $JD $BIDU $NTES $XIACF Chinas frequent displays of its new Shuiqiao-class landing craft designed to deliver heavy equipment onto fortified shores actually reinforce a counterintuitive point: Taiwans takeover if it occurs will not resemble traditional invasion scenarios imagined by military analysts. There will be no armada of landing ships storming across the Taiwan Strait on a dramatic D-Day. Taiwanese artillery wont pound beaches filled with Chinese barges. There will be no catastrophic mine explosions or blood-soaked landings under relentless machine gun fire" @CompoundingLab on X 2025-07-20 20:07:02 UTC XXX followers, XXX engagements
"$ADSK The stock has recently outperformed the S&P XXX driven by digital transformation tailwinds and expanded margins. While past multi-year returns have lagged the index due to valuation resets Autodesks forward projections remain highly attractive for growth-oriented investors due to robust ongoing demand innovation in AI/cloud and disciplined capital deployment. Indeed we are noticing significant improvement in ROIC from 2017 onwards. The upward trend in ROIC demonstrates Autodesks strengthened capital efficiency and robust execution as it scales its cloud platform solidifying its" @CompoundingLab on X 2025-07-23 10:01:00 UTC XXX followers, XXX engagements
"@WilliamMBishop @eToro Decent copy duration" @CompoundingLab on X 2025-07-23 18:33:15 UTC XXX followers, XX engagements
"$AMGN vs $REGN Today I am sharing with you A Definitive Comparison Amgen Inc vs Regeneron Pharmaceuticals Inc Summary: Amgen and Regeneron stand as two dominant forces in the biopharmaceutical industry each with distinct strengths and clear leadership in their domains. Amgen commands a diversified biologics-powered portfolio fortified by scale patents and robust cash flow generation. Regeneron on the other hand is a cutting-edge innovator excelling in scientific leadershipespecially in ophthalmology and immunologywith blockbuster products like EYLEA Dupixent (in partnership with Sanofi) and" @CompoundingLab on X 2025-06-22 09:04:37 UTC XXX followers, 1173 engagements
"8/ Fair value Our intrinsic (fair) value estimate for EOG Resources is $XXX per share. Given the current market price of $XXX this indicates a small discount. While it offers an attractive earnings yield and valuation discount investors must remain aware of potential downside from commodity price corrections and structural EPS stagnation in the broader energy sector" @CompoundingLab on X 2025-07-23 14:55:19 UTC XXX followers, XX engagements
"China and US account for XX% of global wealth 🤑 $SPX #China $SHCOmp" @CompoundingLab on X 2025-07-25 18:58:18 UTC XXX followers, XX engagements
"Paycom Software Inc: Outlook and Strategic Positioning $PAYC Industry: Software Application Number of Employees: 7300 Market Cap: $12.7B 🏢 What company does Paycom provides integrated human capital management (HCM) software combining payroll and HR in a single database for businesses with 50-10000 employees. Unlike competitors that build platforms through acquisitions and APIs Paycoms unified system ensures real-time data accuracy reduces errors and offers a seamless client experience albeit at a premium price point. 🚀 Growth While Paycom achieved impressive 20-40% annual growth between" @CompoundingLab on X 2025-07-01 18:36:46 UTC XXX followers, XXX engagements
"1/ Peace of mind during the next market crash: 🧵 How to prepare your portfolio to sustain volatility" @CompoundingLab on X 2025-07-23 12:55:24 UTC XXX followers, 40K engagements
"Is someone holding $NVR stock Would like to do more research on this" @CompoundingLab on X 2025-06-24 20:50:18 UTC XXX followers, XXX engagements
"7/ Key revenue segments EOGs revenue is predominantly driven by crude oil contributing XX% of total revenue with natural gas and NGLs accounting for the remaining 30%. This commodity mix enhances cash flow resilience and margins especially during strong oil price environments" @CompoundingLab on X 2025-07-23 14:55:18 UTC XXX followers, XX engagements
"Are $AMAT and $ASML competitors Applied Materials and ASML Holding are peers in the semiconductorequipment industry and compete broadly for the same customers and capital budgets but they do not produce the same class of tools. ASML dominates lithography; Applied Materials dominates many of the downstream process steps - making them more collaborators in the chip-making chain rather than direct tool-by-tool rivals. Moat Both companies unmistakably possess wide economic moats a fact underscored by their consistently high Returns on Invested Capital (ROIC) hovering around 25%. This financial" @CompoundingLab on X 2025-06-27 20:16:04 UTC XXX followers, XXX engagements
"@Mr_Derivatives Why attack I am actually waiting for bear market" @CompoundingLab on X 2025-07-24 12:37:19 UTC XXX followers, XX engagements
"I believe you are trying to connect things which sometimes can not be connected. If company is already doing well even monkey can run it without harming too much. And the other way works as well - no matter how good CEO is if company is rotted no one can help. It's usually corporate culture who spoil good CEO not a good CEO save spoiled company" @CompoundingLab on X 2025-07-22 09:57:02 UTC XXX followers, 1102 engagements
"10/ Ill share our detailed asset allocation early August. ✅ Start your rebalancing today to sleep better tomorrow. Follow for upcoming guides on smart risk-aware investing" @CompoundingLab on X 2025-07-23 12:55:28 UTC XXX followers, XX engagements
"5/ Growth trend Revenue growth is minimal on 10Y 5Y and Y/Y timeframes. Those who wish to enter this position should remember that energy sector is characterized with high cyclicality and slow EPS growth. Actually there is a slowdown expected in EPS of average SP500 Energy company going forward. Both in 2025 and 2026 this sector's EPS will not reach prior high recorded in 2022. Risk/reward should be evaluated carefully" @CompoundingLab on X 2025-07-23 14:55:17 UTC XXX followers, XX engagements
"9/ Remember: Markets pull back XX% every year on average. The goal isnt timing the market but being prepared to act. When the next pullback comes well redeploy efficiently as we did this April" @CompoundingLab on X 2025-07-23 12:55:27 UTC XXX followers, XX engagements
"$AJG Arthur J. Gallagher & Co Strong Historical Returns But Future Value Creation Remains Questionable It is remarkable that Arthur J. Gallagher & Co ranks third by Sharpe ratio among all S&P XXX components over the period January 2016 to February 2025 surpassed only by NVIDIA and Progressive. The company delivered an impressive XXXX% average stock return with a maximum drawdown contained at just 23%. However these market results are not underpinned by exceptional operating performance. The companys average ROIC of X% barely exceeds its cost of capital suggesting limited economic value added." @CompoundingLab on X 2025-07-15 18:00:01 UTC XXX followers, XXX engagements
"$TMO vs $A Both Thermo Fisher Scientific and Agilent Technologies are strong players in the Diagnostics & Research industry backed by wide economic moats rooted in high switching costs strong customer relationships and proprietary technologies. While Agilent has shown slightly better recent ROIC Thermo Fisher edges ahead with superior EPS growth and a significantly more attractive valuation. With TMO trading at a XX% discount to its fair value and offering a potential XX% alpha over the next three years I favour Thermo Fisher as the more compelling investment opportunity at current levels." @CompoundingLab on X 2025-06-25 16:18:15 UTC XXX followers, 1393 engagements
"Cadence Design Systems Here I will explain the reasons why you should consider limiting exposure to $CDNS in your portfolio. X. 🧭 The Thesis Cadence Design Systems ($CDNS) currently trades at $XXX above our fair value estimate of $XXX. While the company boasts a formidable moat in electronic design automation and healthy recurring revenues its premium multiples and slowing end-market growth suggest limited upside. We adopt a neutral-to-bearish stance: strong fundamentals are largely priced in and margin expansion catalysts are waning. X. Historical background Founded in 1988 via the merger" @CompoundingLab on X 2025-07-14 12:48:08 UTC XXX followers, XXX engagements
"3/ Data Center and AI GPU Growth The data center segment is AMDs most exciting growth engine. Demand for AMDs EPYC server CPUs and Instinct AI GPUs is surging with the company projecting the total addressable market for AI accelerators to reach $XXX billion by 2028. While Nvidia is expected to capture the lions share hyperscale cloud providers and enterprise customers are actively seeking alternatives to diversify supply and foster competitionan environment in which AMD is emerging as the clear second source. AMDs ramp-up in AI GPU revenue is impressive: from nearly zero in 2023 to over $5" @CompoundingLab on X 2025-07-07 18:14:06 UTC XXX followers, XX engagements
"Stocks Battle:🏗 Caterpillar Inc. $CAT vs 🌾 Deere & Company $DE These two companies are definitely leaders of their industry but they are not on my radar or watchlist. Obviously this does not mean they can not be attractive investments. Summary: Industry: Farm & Heavy Construction Machinery Trailing 10Y annual returns: CAT XXXXX% DE 19.76%. Valuation suggests that CAT is trading at XX% discount to fair value. If adjusted to FV within X years it will generate alpha 5%. The 2024 revenue downturn for both reflects economic headwinds customer fiscal caution and structural market adjustments" @CompoundingLab on X 2025-06-19 20:12:13 UTC XXX followers, 1050 engagements
"$APD Air Products has a strong wide moat driven by switching costs asset density scale advantages and network effects. Its strategic positioning in hydrogen and LNG further entrenches this moat for the coming decades. From the chart we can see that recent ROIC (Return on Invested Capital) is around X% which seems low for a wide-moat company. Lets unpack this clearly: ⚖ Why is ROIC only X% despite a wide moat ✅ X. Heavy capital investment cycle 🔹APD is in the midst of massive capex for hydrogen ammonia and gasification mega-projects (e.g. NEOM in Saudi Arabia blue hydrogen in Louisiana)." @CompoundingLab on X 2025-07-25 11:58:00 UTC XXX followers, XX engagements
"@TheStocksKing It's not correct to see it this way. The crash in long-term bonds was because of rising inflation. USA still positioned best for investors in my view" @CompoundingLab on X 2025-07-18 09:43:45 UTC XXX followers, XX engagements
"Stocks battle Sensata Technologies $ST vs Amphenol Corp $APH" @CompoundingLab on X 2025-07-04 17:51:50 UTC XXX followers, XXX engagements
"$MMM - DCF Valuation Sharing here my workings which I believe can assist your investment decision if you are considering or already invested in 3M Co. Key assumptions: Explicit 5Y growth @ X% Long-term growth in perpetuity @ X% (aligns with conservative valuation principles for mature industry) WACC @ XXX% EBITDA multiple XXX Historic Growth (for context) Revenue was consistently in decline within the last few years and 5Y CAGR currently stands at -5%. Past declines were driven by external and portfolio reduction factors which are substantially completed by now. The projected growth reflects" @CompoundingLab on X 2025-07-23 15:57:18 UTC XXX followers, XXX engagements
"3/ 🌐 Lets start with a fundamental issue: . Today a significant portion of the revenue generated by U.S.-listed companies comes from outside the United States. Giants like Apple $AAPL Microsoft $MSFT and Coca-Cola $KO earn a substantial chunk of their income overseas. Yet the GDP figure in the denominator only captures domestic economic output. This mismatch comparing global market value to a domestic economic measure distorts the ratio and inflates perceptions of overvaluation" @CompoundingLab on X 2025-07-26 12:04:01 UTC XXX followers, XX engagements
"$SPX components with the smallest 10Y drawdowns" @CompoundingLab on X 2025-07-22 18:55:28 UTC XXX followers, XXX engagements
"$MCK OnePager I still remember this stock trading at 125$ in 2018. Since then it has outperformed the SPX500 in 5-year 3-year and even 1-year timeframes. This is a wonderful example of how improvement in ROIC and growth drives value. Currently the stock is trading at XX% premium to intrinsic value" @CompoundingLab on X 2025-07-10 20:02:50 UTC XXX followers, XXX engagements
"$SPX component #122: $CTAS This is interesting one Cintas has roots tracing back to 1929 during which the Farmer family cleaned and re-sold dirty rags to manufacturing plants in Ohio. The firm has grown its business organically and through acquisitions and today Cintas acts as a one-stop outsourcing partner for businesses. Cintas will design manufacture collect and clean every employee uniform for a small weekly sum taking on the upfront capital expense itself. In the same stop Cintas can also replace soiled or depleted mats mops trash liners towels first aid fire and cleaning products. And" @CompoundingLab on X 2025-07-14 16:20:43 UTC XXX followers, XXX engagements
"5/✅ Consider rebalancing now while S&P is near ATH. Increase exposure to low-volatility ETFs to 30-40% of your portfolio: $SHY $SPHD $USMV $LQD $IEF $SPLV $AGG (I currently hold X of these XX% of my portfolio and plan to add more.)" @CompoundingLab on X 2025-07-23 12:55:26 UTC XXX followers, XX engagements
"$SPX component #143 $EQIX OnePager Industry REIT - Specialty Stock Style Box Large Core Total Number of Employees 13606" @CompoundingLab on X 2025-07-21 09:58:00 UTC XXX followers, XXX engagements
"4/ Financial Strength and Capital Allocation AMDs balance sheet is robust with $XXX billion in cash and $XXX billion in debt as of March 2025. The Xilinx acquisition has proven accretive bolstering cash flow and expanding AMDs reach into industrial and communications markets. AMD does not pay a dividend but has committed to substantial share buybacks recently expanding its repurchase authorization to $XX billiondemonstrating confidence in its long-term prospects" @CompoundingLab on X 2025-07-07 18:14:06 UTC XXX followers, XX engagements
"Stocks battle $EMR vs $SU Ok so here we can see convergence on most charts in terms of historical indicators such as earnings yield ROIC (11%) NOPAT margin (12-14%). Price multiples are also very similar. But when we look at trend we can see an interesting story. During previous 10Y Schneider has delivered superior cumulative shareholder returns XX% (vs EMR 12%) driven by higher EPS growth and more stable operations. Lets dive deeper here to see what the drivers were behind this outperformance. Operating margin of SU was improving consistently in the last decade with the only exception of" @CompoundingLab on X 2025-07-17 10:01:00 UTC XXX followers, XXX engagements
"6/ ✅ S&P stocks with the lowest 10Y drawdowns: $PGR $JNJ $PEP $DUK $BDX $CL $CDNS Past performance doesnt guarantee future results" @CompoundingLab on X 2025-07-23 12:55:26 UTC XXX followers, XX engagements
"4/ Earnings yield and EPS deviation Earnings yield is at decent X% level as well rising from lower levels due to increase in EPS. However EPS are highly unstable and deviate significantly which is normal for Energy sector" @CompoundingLab on X 2025-07-23 14:55:17 UTC XXX followers, XX engagements
"Stocks battle $ADP and $PAYX Any Onepager or stocks battle upon your request. Like comment and subscribe 👊" @CompoundingLab on X 2025-07-04 16:54:35 UTC XXX followers, XXX engagements
"$WMB vs $EPD Industry: Oil & Gas Midstream" @CompoundingLab on X 2025-07-21 15:59:00 UTC XXX followers, XXX engagements
"Procter & Gamble $PG vs Colgate-Palmolive $CL battle Today we are reviewing two well-known behemoths in Household & Personal Products: $PG vs $CL. This is a particularly interesting example for understanding the drivers of value creation. We can see that P/E is equal for both companies despite Colgates having much higher ROIC. We know that P/E is a relative valuation which is driven by ROIC and growth. From a historical perspective PG clearly does not deserve same P/E multiple as CL. Why so Because of lower ROIC. Revenue growth and margins are comparable. Looking at P/E alone is not enough in" @CompoundingLab on X 2025-07-22 14:01:01 UTC XXX followers, XXX engagements
"Stocks battle: Parker-Hannifin $PH vs $RTX" @CompoundingLab on X 2025-07-14 09:59:00 UTC XXX followers, XXX engagements