[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.] #  @MitchMartan98 Mitchell Martan Mitchell Martan posts on X about $dlo, $jd, $bidu, oscr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1854668663070375939/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +44% - X Months XXXXXXXXX +2,590% ### Mentions: XX [#](/creator/twitter::1854668663070375939/posts_active)  - X Month XX -XX% - X Months XXX +228% ### Followers: XXXXX [#](/creator/twitter::1854668663070375939/followers)  - X Week XXXXX +5.30% - X Month XXXXX +42% - X Months XXXXX +2,915% ### CreatorRank: XXXXXXX [#](/creator/twitter::1854668663070375939/influencer_rank)  ### Social Influence [#](/creator/twitter::1854668663070375939/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$dlo](/topic/$dlo) 8.55%, [$jd](/topic/$jd) #6, [$bidu](/topic/$bidu) #8, [oscr](/topic/oscr) 7.69%, [$oscr](/topic/$oscr) 7.69%, [baba](/topic/baba) #1169, [$baba](/topic/$baba) #41, [$meli](/topic/$meli) 6.84%, [$unh](/topic/$unh) 5.98%, [china](/topic/china) #2425 **Top accounts mentioned or mentioned by** [@kemlizafyu](/creator/undefined) [@tacticzh](/creator/undefined) [@triberuffner](/creator/undefined) [@sokolgeoff](/creator/undefined) [@seawolfcap](/creator/undefined) [@billyr6879](/creator/undefined) [@arturraposo1r](/creator/undefined) [@griffithbrand](/creator/undefined) [@rapallainvests](/creator/undefined) [@akinatorassets](/creator/undefined) [@chamath](/creator/undefined) [@mvcinvesting](/creator/undefined) [@thedrugmoney](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@baiduinc](/creator/undefined) [@perplexityai](/creator/undefined) [@solesurvivore](/creator/undefined) [@mrderivatives](/creator/undefined) [@chinini78](/creator/undefined) [@apex_actuary](/creator/undefined) **Top assets mentioned** [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Alibaba Group (BABA)](/topic/$baba) [MercadoLibre Inc (MELI)](/topic/$meli) [UnitedHealth Group (UNH)](/topic/$unh) [NuCypher (NU)](/topic/$nu) [Centene Corp (CNC)](/topic/$cnc) [Sable Offshore Corp. (SOC)](/topic/$soc) [RAI Finance (SOFI)](/topic/$sofi) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bull Market (BULL)](/topic/$bull) [Humana Inc (HUM)](/topic/$hum) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palantir (PLTR)](/topic/$pltr) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Advanced Micro Devices (AMD)](/topic/$amd) [Elevance Health Inc (ELV)](/topic/$elv) [Open Custody Protocol (OPEN)](/topic/$open) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [ZetaChain (ZETA)](/topic/$zeta) [Eli Lilly and Company (LLY)](/topic/$lly) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Vistra, Corp. (VST)](/topic/$vst) [First Solar, Inc. (FSLR)](/topic/$fslr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oklo Inc. (OKLO)](/topic/$oklo) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [4 (FOUR)](/topic/$four) [Lennox International, Inc. (LII)](/topic/$li) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Pfizer, Inc. (PFE)](/topic/$pfe) [PepsiCo, Inc. (PEP)](/topic/$pep) [ETHA Lend (ETHA)](/topic/$etha) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Bitcoin Incognito (XBI)](/topic/$xbi) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Amgen, Inc. (AMGN)](/topic/$amgn) ### Top Social Posts [#](/creator/twitter::1854668663070375939/posts) --- Top posts by engagements in the last XX hours "Probably a good time to repost this for the quant lovers out there. This is for $SOC And here are the outcomes"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945932097039868127) 2025-07-17 19:42:20 UTC 3679 followers, 2486 engagements "Keeping an eye on Chinese equities tonight to see if buyers step up and keep momentum going in Asia. $BABA $TCEHY $BIDU $TIGR $FUTU $JD Are showing signs of life after their consolidation period want to see them start pushing higher and breaking out to the upside soon. The real estate market is Chinas life line and a sustained recovery there along with PBOC stimulating needs to continue. China really needs to push for more support as their consumers are still very weak"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1942769013542539631) 2025-07-09 02:13:22 UTC 3655 followers, 2124 engagements "I think now more than ever weve seen great CEOs drive share price returns in most recently $HIMS - $HOOD - $SOFI - $PLTR etc. So I did a deep write up on one of the underrated ones I think is out there Pedro Arnt of $DLO Enjoy"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945539643451060437) 2025-07-16 17:42:52 UTC 3677 followers, 1382 engagements "$MELI in my view is going to be a future MAG X type company that needs to be a staple in everyones portfolio. I dont think many realize yet just how big they are / how intertwined they are in LATAM. Probably my longest write up ever $NU $DLO $PAGS $STNE $SPY $QQQ"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1943733143225479472) 2025-07-11 18:04:28 UTC 3680 followers, 3147 engagements "Why do I have a feeling this is going to be the catalyst that pushes Chinese names higher. Charts aligning quite nicely as ive stated before and you just need the spark. $BABA $JD $PDD $BIDU $TCEHY $KWEB"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947323368987898319) 2025-07-21 15:50:45 UTC 3680 followers, 2418 engagements "@kemlizafyu Havent looked deep enough but it was one of Chamaths failed SPACs if I remember correctly"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946604677207847421) 2025-07-19 16:14:55 UTC 3678 followers, XXX engagements "$MELI with a better move today wondering if the shallow pullback is over or simply a fakeout. It is notoriously hard to get a strong pullback in this name which is frustrating if you dont have a position. In all honesty like ive said before with this level of execution youre better off averaging in over a month or two"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946265753428123739) 2025-07-18 17:48:10 UTC 3676 followers, 1057 engagements "$DLO continuing to stay inside the wedge on low volume. Going to need a catalyst (maybe earnings) to send this out of the wedge and higher. Thought the stable coin news would of started a bigger rally but nonetheless a great longterm hold"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946266106823368926) 2025-07-18 17:49:34 UTC 3679 followers, 1528 engagements "Not one for actively trading / catching short squeezes but $RKT does look good here and there is XX% short interest"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947362902077239570) 2025-07-21 18:27:50 UTC 3681 followers, 1971 engagements "Finished my deep dive on the popular $ZETA To be fair I dont think many heard of the company or cared about it until recently. So heres a breakdown that should help you understand the company better. Enjoy"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1941526538618535978) 2025-07-05 15:56:13 UTC 3654 followers, 3372 engagements "@TheDrugMoney If youre talking about $LLY then $HIMS will quite literally go to valhalla"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948039750356435121) 2025-07-23 15:17:23 UTC 3681 followers, 1734 engagements "@SokolGeoff $UNH has a PE of XXXX and growing. $OSCR has a PE of just over XX while growing extremely fast with an AI/Tech stack. $CNC has a PE of X and yes they cut guidance but I promise you they will raise premiums and this will look cheap"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946648226477519143) 2025-07-19 19:07:58 UTC 3676 followers, 1118 engagements "I wrote about $DLO back at the beginning of June and its still very undervalued. Id encourage anyone whos looking to diversify away from a frothier US market to read this"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945877841289052406) 2025-07-17 16:06:44 UTC 3677 followers, 1397 engagements "Well if this is the case then youll want to still be in AI/Software companies and anyone who can provide energy particularly green Anything that can leverage abundant compute/energy is almost certain to be a longterm winner if this turns out to be true $AMD $NVDA $FSLR (solar company shocking I know) $OKLO $VST $MSFT $GOOG"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945464027645427725) 2025-07-16 12:42:23 UTC 3676 followers, 1317 engagements "Fintech companies have been remarkably strong as of late and I would think the trend continues with rate cuts coming eventually. The strength starkly persists in $HOOD & $SOFI Some names that are under the radar still $PYPL $FOUR $DLO $NU"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1942572591895675082) 2025-07-08 13:12:51 UTC 3678 followers, 1328 engagements "Dont really follow the name but $BULL is going parabolic on 50M shares traded. Thought most gave up on the name a few weeks back"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946297691098546522) 2025-07-18 19:55:04 UTC 3655 followers, 1515 engagements "Keeping a close eye on $MELI here. Starting to get very interesting and one of my favourite companies out there. Naturally getting hit from the headlines but doesnt materially affect the company much. Same with $NU as I stated yesterday. Also since 2022 $MELI has had the habit of pulling back just enough to entice people to add then breaks out through new ATH after usually stellar earnings reports"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1943307473059750252) 2025-07-10 13:53:01 UTC 3677 followers, 3442 engagements "I dont even look at $BIDU anymore because I know its so cheap that the risk/reward scenario is basically the best youll get for any company borderline ever over 10B MC. 60%+ of the company is cash. If management can just do anything right and not manage to destroy their own company its AT LEAST a 2x. Will it frustrate shareholders going forward Almost a certainty but its just too cheap to not have in your portfolio. $JD could be arguably the same now with the shareholder returns theyre doing"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947848978256515081) 2025-07-23 02:39:20 UTC 3681 followers, 2186 engagements "$MELI still relatively weak from the Trump tariff news on Brazil. Possibly because of investors thinking their e-commerce would be affected (barely if anything) Conversely $NU has pretty much recovered the dip and is looking strong today. Looking for a follow through on $DLO out of its wedge but may need to wait until earnings to see this"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945180975551467830) 2025-07-15 17:57:38 UTC 3677 followers, XXX engagements "Thinking about this right now as Chinese stocks perk up @Seawolfcap @zoomyzoomm $BIDU $JD $BABA $TCEHY What if"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947954000503968022) 2025-07-23 09:36:39 UTC 3682 followers, 1087 engagements "$DLO is looking very interesting here. Has been consolidating nicely after there last earnings report. I like the company and I love the CEO"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1943345127260360970) 2025-07-10 16:22:38 UTC 3676 followers, 5851 engagements "If you couldnt look at share prices and only had to buy equities based on fundamentals / earnings reports and news updates. How would you do Im not saying getting good entries or selling at euphoria isnt relevant it definitely is. But if you looked at equities purely based on fundamentals growth trajectory management teams etc you would not stress about a derivative moving on a screen. Keep watching what management is saying what the company is doing and the share price will follow I promise you. $JD $OSCR $AMD $QQQ $SPY $BABA $IWM $LMND"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946214289028571220) 2025-07-18 14:23:40 UTC 3676 followers, 1125 engagements "To see $JD trading at a PE of 7.6x looks like a typo. 7.6x and a 3%+ dividend and buying back a whack of shares. Absolutely absurd the only way an American company gets this level of cheap is if theyre $CNC and cut the entire years guidance or they commit fraud"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1943501889607233730) 2025-07-11 02:45:33 UTC 3680 followers, 3124 engagements "Alright now this looks like a more definitive bottom for $OSCR Enough people stopped talking about it on X and now were actually seeing a day without an analyst downgrade"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947295858027811082) 2025-07-21 14:01:26 UTC 3681 followers, 31.5K engagements "Either this China rally is the most obvious thing coming and everyone makes out like bandits or this is the biggest bull trap in a long time. Every single equity is flagging and looks primed to rip. $BABA $BIDU $JD $PDD all look fantastic"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948071744398336388) 2025-07-23 17:24:31 UTC 3681 followers, XXX engagements "This is bullish $SOC for the people that dont understand. However theres a XX day window for court orders to come through trying to block the ruling if im reading this correctly"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945930071371350142) 2025-07-17 19:34:17 UTC 3678 followers, 3599 engagements "I will say Chinese equities have a habit. how do I say this lightly. of melting peoples faces off. When they breakout aggressively they really breakout usually do to short interest or sentiment vastly improving seemingly overnight. Narratives get pushed hard in this particular equity space because most of them are so cheap that buyers feel comfortable bidding them up higher and higher. Conversely they draw down aggressively too because the rhetoric of CCP comes in and people fear monger. $JD $BABA $BIDU $BABA $TCEHY When youre on the right side of these names. Enjoy 🤝"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945919549876146380) 2025-07-17 18:52:28 UTC 3678 followers, 1315 engagements "Btw $SOC just got much more interesting I havent touched on it in a while but at full production a $50/share price is not far away at all"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945930589502099531) 2025-07-17 19:36:20 UTC 3681 followers, 2759 engagements "Please if anyone has anymore bad news for $OSCR or the health insurance sector voice it now. Im talking to you Wall Street. All of your analysts news outlets media figure heads etc. Anything Great now lets move forward in peace $UNH $HUM $CNC"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947653036727550300) 2025-07-22 13:40:44 UTC 3681 followers, 3441 engagements "Can $DLO breakout of the infamous wedge its been in since last earnings No idea but the company is run by Pedro Arnt and that should be enough for many. Stud operator who came over from $MELI and this is far too undervalued"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945862371911549100) 2025-07-17 15:05:16 UTC 3677 followers, 2134 engagements "Guess the market is figuring out the $BULL news was recycled. Pls dont post it again after hours"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947741594695708862) 2025-07-22 19:32:38 UTC 3681 followers, 1307 engagements "The great $BIDU breakout of 2025 can it finally hold All jokes aside China is way too cheap. $BABA $JD etc. take your pick"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947667948354589154) 2025-07-22 14:39:59 UTC 3681 followers, 1821 engagements "Few names im being patient on to hopefully add lower $NBIS $TMDX $MELI (Seemingly never pulls back) $DUOL Few legacy names I like here $UNH $PFE $PEP $NVO"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1940435839428989309) 2025-07-02 15:42:10 UTC 3678 followers, 1275 engagements "$ELV looks to be putting further pressure on an already beaten up healthcare sector. Weakness in $OSCR $HUM and even more in $CNC $UNH not as much. These are just so beaten up that I have a feeling in a year from now if you can stomach the volatility youll be rewarded handsomely"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945843354589069703) 2025-07-17 13:49:42 UTC 3676 followers, 5250 engagements "@griffithbrand I do not frown on $ETHA But you can own the underlying spot asset and stake it. It is simply better than the alternative of ETFs. That will never change"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947306673200140718) 2025-07-21 14:44:24 UTC 3678 followers, XXX engagements "@RapallaInvests @kemlizafyu Better CEO/management team"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946763162126086210) 2025-07-20 02:44:41 UTC 3653 followers, XXX engagements "$NU $DLO $MELI all look fairly good here after the tariff news on Brazil. Realistically doesnt do much at all to any of their business models and foreign equities continue to be cheap. $MELI had a premium but rightfully so"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1943674508616864167) 2025-07-11 14:11:29 UTC 3677 followers, 1950 engagements "Can confirm Chinese names are still widely undervalued and thats a place you should heavily consider rotating in. $BABA $TCEHY are your gold standards. $BIDU $JD are your deep value. $PDD is somewhere in between with growth scares. $KWEB is a mixture of all the best and safest way to play it"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947304276113375260) 2025-07-21 14:34:53 UTC 3681 followers, 2055 engagements "I want to remind everyone that a lot of your best performers in your portfolios were the ones that got absolutely thrashed at the end of 2021 $HOOD $PLTR $SOFI etc. Those companies had pretty solid fundamentals then and now are much better & improving. Your gains were made from the bear market not the bull. We arent at peak euphoria yet but everyday were moving closer. Keep in mind the internet bubble didnt pop because the market said one day oh were overvalued It popped because of a recession lurking and then ultimately happening. 2021 breadth got destroyed when fears of a recession"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947294077008920601) 2025-07-21 13:54:21 UTC 3680 followers, XXX engagements "Chinese names eerily similar to last October when dips would get eaten during American trading hours only to open up much higher in China. All names look like they want to move significantly higher. $JD $BABA $TCEHY $PDD $BIDU $NIO etc"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947312089166393482) 2025-07-21 15:05:56 UTC 3680 followers, 1276 engagements "$NVO $UNH $OSCR $HUM all showing signs of bottoming and shrugging off the bad news. Ideally wed want to start a strong move higher from here as everything is mostly priced in. Pharma tariffs can still come and likely will but after that its mostly smooth sailing. People still dont realize that just because the company doesnt have AI in its title that it wont benefit massively from it. SG&A across the board will go down and whats already a beaten down sector will be even cheaper. These valuations are a joke"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1942594682111795702) 2025-07-08 14:40:38 UTC 3676 followers, 1940 engagements "And for more confidence re $OSCR If $OSCR s 2027 guidance misses by literally half. - Revenue 7B instead of 14B - Net Margin XXX% instead of X% - Net income XXX million At 20x earnings thats 3.5B valuation or $13.50-14/share At 25x earnings thats 4.375B or $15-$17/ share. That would be extremely difficult to miss by half with Bertolini. I just dont see how the asymmetry isnt lined up"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1943661984429343177) 2025-07-11 13:21:43 UTC 3657 followers, 4027 engagements "@Seawolfcap Too cheap. $BABA $BIDU $JD $TCHEY all worth buys"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948006543733227909) 2025-07-23 13:05:26 UTC 3681 followers, XXX engagements "This is exactly the place you want to be and the time you would likely get in. Peak fear distaste paranoia etc. No one wants to be in healthcare and thats when you should be hunting for value. $UNH $OSCR even $CNC $ELV etc probably provide great value (dont know the companies as well)"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946584816868028821) 2025-07-19 14:56:00 UTC 3680 followers, 44.1K engagements "After consolidating / taking a breather $LMND looks like it wants to go back to $XX in the near term. Keeping an eye"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946244137625198879) 2025-07-18 16:22:16 UTC 3681 followers, 2458 engagements "If youre looking for value right now healthcare is extremely beaten down and some names that are very attractive are $UNH $NVO $REGN $AMGN I would also add biotech ( $XBI ) but keep in mind this sector is notoriously hard. Unless you know drugs / trials / management teams like the back of your hand then stay away. Start with names that have approved drugs are commercially scalable with a wide TAM and low competition (not easy to find) but thats where you start and work your way inward. For momentum trades look at AI names and small caps where rate cuts will benefit them can even throw"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1943274486955974956) 2025-07-10 11:41:56 UTC 3677 followers, 1646 engagements "Youre probably not bullish enough on Chinese equities"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947694561897091195) 2025-07-22 16:25:44 UTC 3682 followers, 5032 engagements "-GrandViewResearch forecasts the Latin American e-commerce market to grow by XXXX% CAGR through 2030. -This is in line with Morgan Stanleys estimates as well of XX% CAGR through 2027 $MELI has a stranglehold over the e-commerce with a great MOAT and growing TAM. Whats not to love"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1943340602562605205) 2025-07-10 16:04:39 UTC 3654 followers, 1191 engagements "$DLO hitting its head on the wedge breakout and consolidating along this level. Steady price action and not very volatile hasnt really done much since last ER. I think one more catalyst / tailwind and we get a confirmed breakout ✅"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945133679178600667) 2025-07-15 14:49:42 UTC 3676 followers, XXX engagements "Theres also no better example of analysts hopping on the bandwagon and raising PTs. They suddenly understand the business and fundamentals of $AMD"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947266587225940398) 2025-07-21 12:05:07 UTC 3678 followers, 4171 engagements "If $OSCR comes out with their earnings and beats in any way shape or form or they say they dont see the deterioration as bad as everyone else. My God this thing will fly. Of course speculation but youre dealing with the risk/reward scenario I mentioned earlier where the reward is favoured heavily"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1945868277806166415) 2025-07-17 15:28:44 UTC 3680 followers, 60.1K engagements "Have a feeling the final U.S. China negotiation is going to bring a positive outcome. Chinese stocks have been consolidating for a while and with them perking up recently youd have to think the charts align with the news well. Trump will look very good if this Europe deal gets completed followed by finer China details Again just speculation but the market tends to sniff these things out. $BABA $JD $FUTU $NIO $PDD $BIDU $TCEHY"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948051222713217162) 2025-07-23 16:02:59 UTC 3681 followers, XXX engagements "Money coming out of $OPEN and heading into $BULL $RKT and any other high flyer / highly shorted name. I guess this is the type of market were in which is great for traders but also dangerous if you get fomo. This is also when the largest disconnects from fundamentals and reality happen were not at 2021 yet but as this melt-up likely continues like I said a few days ago this will keep happening. Know what you own because the real money is made when this really pulls back and you have the dry powder to pick up the scraps. I will keep stressing this this is a long game you want to be around for"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947774093434011850) 2025-07-22 21:41:46 UTC 3681 followers, 1370 engagements "Quite literally nothing has changed fundamentally with $OPEN besides more X impressions. And maybe a fund manager front running it. Absurd"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947299292407845342) 2025-07-21 14:15:05 UTC 3677 followers, XXX engagements
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@MitchMartan98 Mitchell Martan
Mitchell Martan posts on X about $dlo, $jd, $bidu, oscr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +44%
- X Months XXXXXXXXX +2,590%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +228%
Followers: XXXXX #
- X Week XXXXX +5.30%
- X Month XXXXX +42%
- X Months XXXXX +2,915%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% countries XXXX% cryptocurrencies XXXX% technology brands XXXX% automotive brands XXXX%
Social topic influence $dlo 8.55%, $jd #6, $bidu #8, oscr 7.69%, $oscr 7.69%, baba #1169, $baba #41, $meli 6.84%, $unh 5.98%, china #2425
Top accounts mentioned or mentioned by @kemlizafyu @tacticzh @triberuffner @sokolgeoff @seawolfcap @billyr6879 @arturraposo1r @griffithbrand @rapallainvests @akinatorassets @chamath @mvcinvesting @thedrugmoney @zoomyzoomm @baiduinc @perplexityai @solesurvivore @mrderivatives @chinini78 @apex_actuary
Top assets mentioned DLocal Limited Class A Common Shares (DLO) Oscar Health, Inc. (OSCR) Alibaba Group (BABA) MercadoLibre Inc (MELI) UnitedHealth Group (UNH) NuCypher (NU) Centene Corp (CNC) Sable Offshore Corp. (SOC) RAI Finance (SOFI) Robinhood Markets, Inc. (HOOD) Bull Market (BULL) Humana Inc (HUM) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Palantir (PLTR) Rocket Companies, Inc. (RKT) Advanced Micro Devices (AMD) Elevance Health Inc (ELV) Open Custody Protocol (OPEN) PagSeguro Digital Ltd. (PAGS) StoneCo Ltd. Class A Common Shares (STNE) SPDR S&P XXX ETF Trust (SPY) ZetaChain (ZETA) Eli Lilly and Company (LLY) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Vistra, Corp. (VST) First Solar, Inc. (FSLR) NVIDIA Corp. (NVDA) Oklo Inc. (OKLO) PayPal Holdings Inc (PYPL) 4 (FOUR) Lennox International, Inc. (LII) Nebius Group N.V. Class A Ordinary Shares (NBIS) TransMedics Group, Inc. Common Stock (TMDX) Duolingo, Inc. Class A Common Stock (DUOL) Pfizer, Inc. (PFE) PepsiCo, Inc. (PEP) ETHA Lend (ETHA) Lemonade, Inc. (LMND) Bitcoin Incognito (XBI) Regeneron Pharmaceuticals Inc (REGN) Amgen, Inc. (AMGN)
Top Social Posts #
Top posts by engagements in the last XX hours
"Probably a good time to repost this for the quant lovers out there. This is for $SOC And here are the outcomes"
@MitchMartan98 on X 2025-07-17 19:42:20 UTC 3679 followers, 2486 engagements
"Keeping an eye on Chinese equities tonight to see if buyers step up and keep momentum going in Asia. $BABA $TCEHY $BIDU $TIGR $FUTU $JD Are showing signs of life after their consolidation period want to see them start pushing higher and breaking out to the upside soon. The real estate market is Chinas life line and a sustained recovery there along with PBOC stimulating needs to continue. China really needs to push for more support as their consumers are still very weak" @MitchMartan98 on X 2025-07-09 02:13:22 UTC 3655 followers, 2124 engagements
"I think now more than ever weve seen great CEOs drive share price returns in most recently $HIMS - $HOOD - $SOFI - $PLTR etc. So I did a deep write up on one of the underrated ones I think is out there Pedro Arnt of $DLO Enjoy" @MitchMartan98 on X 2025-07-16 17:42:52 UTC 3677 followers, 1382 engagements
"$MELI in my view is going to be a future MAG X type company that needs to be a staple in everyones portfolio. I dont think many realize yet just how big they are / how intertwined they are in LATAM. Probably my longest write up ever $NU $DLO $PAGS $STNE $SPY $QQQ" @MitchMartan98 on X 2025-07-11 18:04:28 UTC 3680 followers, 3147 engagements
"Why do I have a feeling this is going to be the catalyst that pushes Chinese names higher. Charts aligning quite nicely as ive stated before and you just need the spark. $BABA $JD $PDD $BIDU $TCEHY $KWEB" @MitchMartan98 on X 2025-07-21 15:50:45 UTC 3680 followers, 2418 engagements
"@kemlizafyu Havent looked deep enough but it was one of Chamaths failed SPACs if I remember correctly" @MitchMartan98 on X 2025-07-19 16:14:55 UTC 3678 followers, XXX engagements
"$MELI with a better move today wondering if the shallow pullback is over or simply a fakeout. It is notoriously hard to get a strong pullback in this name which is frustrating if you dont have a position. In all honesty like ive said before with this level of execution youre better off averaging in over a month or two" @MitchMartan98 on X 2025-07-18 17:48:10 UTC 3676 followers, 1057 engagements
"$DLO continuing to stay inside the wedge on low volume. Going to need a catalyst (maybe earnings) to send this out of the wedge and higher. Thought the stable coin news would of started a bigger rally but nonetheless a great longterm hold" @MitchMartan98 on X 2025-07-18 17:49:34 UTC 3679 followers, 1528 engagements
"Not one for actively trading / catching short squeezes but $RKT does look good here and there is XX% short interest" @MitchMartan98 on X 2025-07-21 18:27:50 UTC 3681 followers, 1971 engagements
"Finished my deep dive on the popular $ZETA To be fair I dont think many heard of the company or cared about it until recently. So heres a breakdown that should help you understand the company better. Enjoy" @MitchMartan98 on X 2025-07-05 15:56:13 UTC 3654 followers, 3372 engagements
"@TheDrugMoney If youre talking about $LLY then $HIMS will quite literally go to valhalla" @MitchMartan98 on X 2025-07-23 15:17:23 UTC 3681 followers, 1734 engagements
"@SokolGeoff $UNH has a PE of XXXX and growing. $OSCR has a PE of just over XX while growing extremely fast with an AI/Tech stack. $CNC has a PE of X and yes they cut guidance but I promise you they will raise premiums and this will look cheap" @MitchMartan98 on X 2025-07-19 19:07:58 UTC 3676 followers, 1118 engagements
"I wrote about $DLO back at the beginning of June and its still very undervalued. Id encourage anyone whos looking to diversify away from a frothier US market to read this" @MitchMartan98 on X 2025-07-17 16:06:44 UTC 3677 followers, 1397 engagements
"Well if this is the case then youll want to still be in AI/Software companies and anyone who can provide energy particularly green Anything that can leverage abundant compute/energy is almost certain to be a longterm winner if this turns out to be true $AMD $NVDA $FSLR (solar company shocking I know) $OKLO $VST $MSFT $GOOG" @MitchMartan98 on X 2025-07-16 12:42:23 UTC 3676 followers, 1317 engagements
"Fintech companies have been remarkably strong as of late and I would think the trend continues with rate cuts coming eventually. The strength starkly persists in $HOOD & $SOFI Some names that are under the radar still $PYPL $FOUR $DLO $NU" @MitchMartan98 on X 2025-07-08 13:12:51 UTC 3678 followers, 1328 engagements
"Dont really follow the name but $BULL is going parabolic on 50M shares traded. Thought most gave up on the name a few weeks back" @MitchMartan98 on X 2025-07-18 19:55:04 UTC 3655 followers, 1515 engagements
"Keeping a close eye on $MELI here. Starting to get very interesting and one of my favourite companies out there. Naturally getting hit from the headlines but doesnt materially affect the company much. Same with $NU as I stated yesterday. Also since 2022 $MELI has had the habit of pulling back just enough to entice people to add then breaks out through new ATH after usually stellar earnings reports" @MitchMartan98 on X 2025-07-10 13:53:01 UTC 3677 followers, 3442 engagements
"I dont even look at $BIDU anymore because I know its so cheap that the risk/reward scenario is basically the best youll get for any company borderline ever over 10B MC. 60%+ of the company is cash. If management can just do anything right and not manage to destroy their own company its AT LEAST a 2x. Will it frustrate shareholders going forward Almost a certainty but its just too cheap to not have in your portfolio. $JD could be arguably the same now with the shareholder returns theyre doing" @MitchMartan98 on X 2025-07-23 02:39:20 UTC 3681 followers, 2186 engagements
"$MELI still relatively weak from the Trump tariff news on Brazil. Possibly because of investors thinking their e-commerce would be affected (barely if anything) Conversely $NU has pretty much recovered the dip and is looking strong today. Looking for a follow through on $DLO out of its wedge but may need to wait until earnings to see this" @MitchMartan98 on X 2025-07-15 17:57:38 UTC 3677 followers, XXX engagements
"Thinking about this right now as Chinese stocks perk up @Seawolfcap @zoomyzoomm $BIDU $JD $BABA $TCEHY What if" @MitchMartan98 on X 2025-07-23 09:36:39 UTC 3682 followers, 1087 engagements
"$DLO is looking very interesting here. Has been consolidating nicely after there last earnings report. I like the company and I love the CEO" @MitchMartan98 on X 2025-07-10 16:22:38 UTC 3676 followers, 5851 engagements
"If you couldnt look at share prices and only had to buy equities based on fundamentals / earnings reports and news updates. How would you do Im not saying getting good entries or selling at euphoria isnt relevant it definitely is. But if you looked at equities purely based on fundamentals growth trajectory management teams etc you would not stress about a derivative moving on a screen. Keep watching what management is saying what the company is doing and the share price will follow I promise you. $JD $OSCR $AMD $QQQ $SPY $BABA $IWM $LMND" @MitchMartan98 on X 2025-07-18 14:23:40 UTC 3676 followers, 1125 engagements
"To see $JD trading at a PE of 7.6x looks like a typo. 7.6x and a 3%+ dividend and buying back a whack of shares. Absolutely absurd the only way an American company gets this level of cheap is if theyre $CNC and cut the entire years guidance or they commit fraud" @MitchMartan98 on X 2025-07-11 02:45:33 UTC 3680 followers, 3124 engagements
"Alright now this looks like a more definitive bottom for $OSCR Enough people stopped talking about it on X and now were actually seeing a day without an analyst downgrade" @MitchMartan98 on X 2025-07-21 14:01:26 UTC 3681 followers, 31.5K engagements
"Either this China rally is the most obvious thing coming and everyone makes out like bandits or this is the biggest bull trap in a long time. Every single equity is flagging and looks primed to rip. $BABA $BIDU $JD $PDD all look fantastic" @MitchMartan98 on X 2025-07-23 17:24:31 UTC 3681 followers, XXX engagements
"This is bullish $SOC for the people that dont understand. However theres a XX day window for court orders to come through trying to block the ruling if im reading this correctly" @MitchMartan98 on X 2025-07-17 19:34:17 UTC 3678 followers, 3599 engagements
"I will say Chinese equities have a habit. how do I say this lightly. of melting peoples faces off. When they breakout aggressively they really breakout usually do to short interest or sentiment vastly improving seemingly overnight. Narratives get pushed hard in this particular equity space because most of them are so cheap that buyers feel comfortable bidding them up higher and higher. Conversely they draw down aggressively too because the rhetoric of CCP comes in and people fear monger. $JD $BABA $BIDU $BABA $TCEHY When youre on the right side of these names. Enjoy 🤝" @MitchMartan98 on X 2025-07-17 18:52:28 UTC 3678 followers, 1315 engagements
"Btw $SOC just got much more interesting I havent touched on it in a while but at full production a $50/share price is not far away at all" @MitchMartan98 on X 2025-07-17 19:36:20 UTC 3681 followers, 2759 engagements
"Please if anyone has anymore bad news for $OSCR or the health insurance sector voice it now. Im talking to you Wall Street. All of your analysts news outlets media figure heads etc. Anything Great now lets move forward in peace $UNH $HUM $CNC" @MitchMartan98 on X 2025-07-22 13:40:44 UTC 3681 followers, 3441 engagements
"Can $DLO breakout of the infamous wedge its been in since last earnings No idea but the company is run by Pedro Arnt and that should be enough for many. Stud operator who came over from $MELI and this is far too undervalued" @MitchMartan98 on X 2025-07-17 15:05:16 UTC 3677 followers, 2134 engagements
"Guess the market is figuring out the $BULL news was recycled. Pls dont post it again after hours" @MitchMartan98 on X 2025-07-22 19:32:38 UTC 3681 followers, 1307 engagements
"The great $BIDU breakout of 2025 can it finally hold All jokes aside China is way too cheap. $BABA $JD etc. take your pick" @MitchMartan98 on X 2025-07-22 14:39:59 UTC 3681 followers, 1821 engagements
"Few names im being patient on to hopefully add lower $NBIS $TMDX $MELI (Seemingly never pulls back) $DUOL Few legacy names I like here $UNH $PFE $PEP $NVO" @MitchMartan98 on X 2025-07-02 15:42:10 UTC 3678 followers, 1275 engagements
"$ELV looks to be putting further pressure on an already beaten up healthcare sector. Weakness in $OSCR $HUM and even more in $CNC $UNH not as much. These are just so beaten up that I have a feeling in a year from now if you can stomach the volatility youll be rewarded handsomely" @MitchMartan98 on X 2025-07-17 13:49:42 UTC 3676 followers, 5250 engagements
"@griffithbrand I do not frown on $ETHA But you can own the underlying spot asset and stake it. It is simply better than the alternative of ETFs. That will never change" @MitchMartan98 on X 2025-07-21 14:44:24 UTC 3678 followers, XXX engagements
"@RapallaInvests @kemlizafyu Better CEO/management team" @MitchMartan98 on X 2025-07-20 02:44:41 UTC 3653 followers, XXX engagements
"$NU $DLO $MELI all look fairly good here after the tariff news on Brazil. Realistically doesnt do much at all to any of their business models and foreign equities continue to be cheap. $MELI had a premium but rightfully so" @MitchMartan98 on X 2025-07-11 14:11:29 UTC 3677 followers, 1950 engagements
"Can confirm Chinese names are still widely undervalued and thats a place you should heavily consider rotating in. $BABA $TCEHY are your gold standards. $BIDU $JD are your deep value. $PDD is somewhere in between with growth scares. $KWEB is a mixture of all the best and safest way to play it" @MitchMartan98 on X 2025-07-21 14:34:53 UTC 3681 followers, 2055 engagements
"I want to remind everyone that a lot of your best performers in your portfolios were the ones that got absolutely thrashed at the end of 2021 $HOOD $PLTR $SOFI etc. Those companies had pretty solid fundamentals then and now are much better & improving. Your gains were made from the bear market not the bull. We arent at peak euphoria yet but everyday were moving closer. Keep in mind the internet bubble didnt pop because the market said one day oh were overvalued It popped because of a recession lurking and then ultimately happening. 2021 breadth got destroyed when fears of a recession" @MitchMartan98 on X 2025-07-21 13:54:21 UTC 3680 followers, XXX engagements
"Chinese names eerily similar to last October when dips would get eaten during American trading hours only to open up much higher in China. All names look like they want to move significantly higher. $JD $BABA $TCEHY $PDD $BIDU $NIO etc" @MitchMartan98 on X 2025-07-21 15:05:56 UTC 3680 followers, 1276 engagements
"$NVO $UNH $OSCR $HUM all showing signs of bottoming and shrugging off the bad news. Ideally wed want to start a strong move higher from here as everything is mostly priced in. Pharma tariffs can still come and likely will but after that its mostly smooth sailing. People still dont realize that just because the company doesnt have AI in its title that it wont benefit massively from it. SG&A across the board will go down and whats already a beaten down sector will be even cheaper. These valuations are a joke" @MitchMartan98 on X 2025-07-08 14:40:38 UTC 3676 followers, 1940 engagements
"And for more confidence re $OSCR If $OSCR s 2027 guidance misses by literally half. - Revenue 7B instead of 14B - Net Margin XXX% instead of X% - Net income XXX million At 20x earnings thats 3.5B valuation or $13.50-14/share At 25x earnings thats 4.375B or $15-$17/ share. That would be extremely difficult to miss by half with Bertolini. I just dont see how the asymmetry isnt lined up" @MitchMartan98 on X 2025-07-11 13:21:43 UTC 3657 followers, 4027 engagements
"@Seawolfcap Too cheap. $BABA $BIDU $JD $TCHEY all worth buys" @MitchMartan98 on X 2025-07-23 13:05:26 UTC 3681 followers, XXX engagements
"This is exactly the place you want to be and the time you would likely get in. Peak fear distaste paranoia etc. No one wants to be in healthcare and thats when you should be hunting for value. $UNH $OSCR even $CNC $ELV etc probably provide great value (dont know the companies as well)" @MitchMartan98 on X 2025-07-19 14:56:00 UTC 3680 followers, 44.1K engagements
"After consolidating / taking a breather $LMND looks like it wants to go back to $XX in the near term. Keeping an eye" @MitchMartan98 on X 2025-07-18 16:22:16 UTC 3681 followers, 2458 engagements
"If youre looking for value right now healthcare is extremely beaten down and some names that are very attractive are $UNH $NVO $REGN $AMGN I would also add biotech ( $XBI ) but keep in mind this sector is notoriously hard. Unless you know drugs / trials / management teams like the back of your hand then stay away. Start with names that have approved drugs are commercially scalable with a wide TAM and low competition (not easy to find) but thats where you start and work your way inward. For momentum trades look at AI names and small caps where rate cuts will benefit them can even throw" @MitchMartan98 on X 2025-07-10 11:41:56 UTC 3677 followers, 1646 engagements
"Youre probably not bullish enough on Chinese equities" @MitchMartan98 on X 2025-07-22 16:25:44 UTC 3682 followers, 5032 engagements
"-GrandViewResearch forecasts the Latin American e-commerce market to grow by XXXX% CAGR through 2030. -This is in line with Morgan Stanleys estimates as well of XX% CAGR through 2027 $MELI has a stranglehold over the e-commerce with a great MOAT and growing TAM. Whats not to love" @MitchMartan98 on X 2025-07-10 16:04:39 UTC 3654 followers, 1191 engagements
"$DLO hitting its head on the wedge breakout and consolidating along this level. Steady price action and not very volatile hasnt really done much since last ER. I think one more catalyst / tailwind and we get a confirmed breakout ✅" @MitchMartan98 on X 2025-07-15 14:49:42 UTC 3676 followers, XXX engagements
"Theres also no better example of analysts hopping on the bandwagon and raising PTs. They suddenly understand the business and fundamentals of $AMD" @MitchMartan98 on X 2025-07-21 12:05:07 UTC 3678 followers, 4171 engagements
"If $OSCR comes out with their earnings and beats in any way shape or form or they say they dont see the deterioration as bad as everyone else. My God this thing will fly. Of course speculation but youre dealing with the risk/reward scenario I mentioned earlier where the reward is favoured heavily" @MitchMartan98 on X 2025-07-17 15:28:44 UTC 3680 followers, 60.1K engagements
"Have a feeling the final U.S. China negotiation is going to bring a positive outcome. Chinese stocks have been consolidating for a while and with them perking up recently youd have to think the charts align with the news well. Trump will look very good if this Europe deal gets completed followed by finer China details Again just speculation but the market tends to sniff these things out. $BABA $JD $FUTU $NIO $PDD $BIDU $TCEHY" @MitchMartan98 on X 2025-07-23 16:02:59 UTC 3681 followers, XXX engagements
"Money coming out of $OPEN and heading into $BULL $RKT and any other high flyer / highly shorted name. I guess this is the type of market were in which is great for traders but also dangerous if you get fomo. This is also when the largest disconnects from fundamentals and reality happen were not at 2021 yet but as this melt-up likely continues like I said a few days ago this will keep happening. Know what you own because the real money is made when this really pulls back and you have the dry powder to pick up the scraps. I will keep stressing this this is a long game you want to be around for" @MitchMartan98 on X 2025-07-22 21:41:46 UTC 3681 followers, 1370 engagements
"Quite literally nothing has changed fundamentally with $OPEN besides more X impressions. And maybe a fund manager front running it. Absurd" @MitchMartan98 on X 2025-07-21 14:15:05 UTC 3677 followers, XXX engagements