[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 $bidu, baba, $baba, $jd the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1854668663070375939/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +52% - X Months XXXXXXXXX +2,705% ### Mentions: XX [#](/creator/twitter::1854668663070375939/posts_active)  - X Week XXX -X% - X Month XXX +88% - X Months XXX +301% ### Followers: XXXXX [#](/creator/twitter::1854668663070375939/followers)  - X Week XXXXX +4.80% - X Month XXXXX +42% - X Months XXXXX +2,802% ### CreatorRank: XXXXXXX [#](/creator/twitter::1854668663070375939/influencer_rank)  ### Social Influence [#](/creator/twitter::1854668663070375939/influence) --- **Social category influence** [stocks](/list/stocks) #4809 [finance](/list/finance) #4600 [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [$bidu](/topic/$bidu) #8, [baba](/topic/baba) #1001, [$baba](/topic/$baba) #21, [$jd](/topic/$jd) #3, [$unh](/topic/$unh) #25, [$oscr](/topic/$oscr) 6.86%, [$dlo](/topic/$dlo) 5.88%, [china](/topic/china) 5.88%, [oscr](/topic/oscr) 5.88%, [$tcehy](/topic/$tcehy) XXX% **Top accounts mentioned or mentioned by** [@kemlizafyu](/creator/undefined) [@triberuffner](/creator/undefined) [@akinatorassets](/creator/undefined) [@sokolgeoff](/creator/undefined) [@seawolfcap](/creator/undefined) [@billyr6879](/creator/undefined) [@frankg1247208](/creator/undefined) [@griffithbrand](/creator/undefined) [@rapallainvests](/creator/undefined) [@chamath](/creator/undefined) [@mvcinvesting](/creator/undefined) [@thedrugmoney](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@baiduinc](/creator/undefined) [@perplexityai](/creator/undefined) [@tacticzh](/creator/undefined) [@poconokid18](/creator/undefined) [@aocmommilkys](/creator/undefined) [@mwestern23](/creator/undefined) [@sv_leeuwen](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/$baba) [UnitedHealth Group (UNH)](/topic/$unh) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Centene Corp (CNC)](/topic/$cnc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Sable Offshore Corp. (SOC)](/topic/$soc) [Humana Inc (HUM)](/topic/$hum) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NuCypher (NU)](/topic/$nu) [MercadoLibre Inc (MELI)](/topic/$meli) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Advanced Micro Devices (AMD)](/topic/$amd) [RAI Finance (SOFI)](/topic/$sofi) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bull Market (BULL)](/topic/$bull) [Elevance Health Inc (ELV)](/topic/$elv) [Novo-Nordisk (NVO)](/topic/$nvo) [Open Custody Protocol (OPEN)](/topic/$open) [Metadium (META)](/topic/$meta) [Oracle Corporation (ORCL)](/topic/$orcl) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Eli Lilly and Company (LLY)](/topic/$lly) [Microsoft Corp. (MSFT)](/topic/$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) [The Toronto-Dominion Bank (TD)](/topic/$td) [ZetaChain (ZETA)](/topic/$zeta) [Lennox International, Inc. (LII)](/topic/$li) [Tesla, Inc. (TSLA)](/topic/$tsla) [ETHA Lend (ETHA)](/topic/$etha) [Palantir (PLTR)](/topic/$pltr) [Lemonade, Inc. (LMND)](/topic/$lmnd) ### Top Social Posts [#](/creator/twitter::1854668663070375939/posts) --- Top posts by engagements in the last XX hours "$GOOG raising capex to 85B This is after $ORCL and the OpenAI contract. And after Zuck $META is trying to poach employees for obscene amounts of money. AI is clearly here to stay but more importantly the demand is even ahead and much larger than what people think. I think we see this theme continuing for the foreseeable future. Bullish on $GLXY $NBIS $BABA $BIDU $ORCL $IREN and pretty much everything chips too"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948115435091853340) 2025-07-23 20:18:08 UTC 3761 followers, 1538 engagements "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 $JD Are showing signs of life after their consolidation period want to see them start pushing higher and breaking out to the upside soon. The real estate market is Chinas life line and a sustained recovery there along with PBOC stimulating needs to continue. China really needs to push for more support as their consumers are still very weak"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1942769013542539631) 2025-07-09 02:13:22 UTC 3687 followers, 2126 engagements "$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 $KWEB"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947323368987898319) 2025-07-21 15:50:45 UTC 3757 followers, 2437 engagements "@kemlizafyu Havent looked deep enough but it was one of Chamaths failed SPACs if I remember correctly"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1946604677207847421) 2025-07-19 16:14:55 UTC 3678 followers, XXX engagements "$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 3760 followers, 1060 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 3739 followers, 2043 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 3761 followers, 2869 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 3760 followers, 1127 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 3760 followers, 1421 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 3721 followers, 1319 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 "If youre still worried about $UNH just look at the CEO buys the congressional members buying and then think of what happened to the banks during their whole fiasco. Also keep in mind XXX billion prescriptions need to be filled from $UNH annually. Americans need $UNH You can even reference $TD and them money laundering for the cartel & the stock is at an ATH. This too shall pass"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948369463494987899) 2025-07-24 13:07:33 UTC 3761 followers, 51.3K 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 3760 followers, 2374 engagements "Chinese equities looking perky $JD $BABA $BIDU $KWEB"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948391704039498139) 2025-07-24 14:35:56 UTC 3761 followers, 2772 engagements "Thinking about this right now as Chinese stocks perk up @Seawolfcap @zoomyzoomm $BIDU $JD $BABA $TCEHY What if"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947954000503968022) 2025-07-23 09:36:39 UTC 3760 followers, 1183 engagements "$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 3761 followers, 5869 engagements "@TribeRuffner Reminder earnings coming up as well"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948372653468741829) 2025-07-24 13:20:14 UTC 3761 followers, 1958 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 "@BillyR6879 $ZETA Is popular may dive into it"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1940873928962134503) 2025-07-03 20:42:59 UTC 3699 followers, XXX 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 "@FrankG1247208 Frank look deep into it and you might change your mind"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948150855439433964) 2025-07-23 22:38:53 UTC 3761 followers, XXX 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 3685 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 3760 followers, 1569 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 3740 followers, 3603 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 3757 followers, 1317 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 3751 followers, 2784 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 3761 followers, 5864 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 3760 followers, 1343 engagements "The great $BIDU breakout of 2025 can it finally hold All jokes aside China is way too cheap. $BABA $JD etc. take your pick"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947667948354589154) 2025-07-22 14:39:59 UTC 3747 followers, 1840 engagements "$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 "Wouldnt expect $GOOG to stay red after this quarter for very long. In fact it probably sets the tone moving forward and should trend higher. $TSLA on the other hand not so sure"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948119305737867647) 2025-07-23 20:33:31 UTC 3761 followers, 1771 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 3686 followers, XXX 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. $KWEB is a mixture of all the best and safest way to play it"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947304276113375260) 2025-07-21 14:34:53 UTC 3759 followers, 2080 engagements "$GLXY reminds me of $NBIS where the story was either too complex or misunderstood from the beginning. And thats completely understandable because it just recently got listed on the Nasdaq but I would urge people to take a look"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948435180466614456) 2025-07-24 17:28:41 UTC 3762 followers, 1546 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 $NIO etc"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947312089166393482) 2025-07-21 15:05:56 UTC 3760 followers, 1284 engagements "$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 "@Seawolfcap Too cheap. $BABA $BIDU $JD $TCHEY all worth buys"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948006543733227909) 2025-07-23 13:05:26 UTC 3757 followers, XXX engagements "$UNH yeah seems like a nothing burger tbh. Nice dip to buy though"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1948370318558417014) 2025-07-24 13:10:57 UTC 3761 followers, 1648 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 3701 followers, 44.2K 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 3738 followers, 2461 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 ( $XBI ) but keep in mind this sector is notoriously hard. Unless you know drugs / trials / management teams like the back of your hand then stay away. Start with names that have approved drugs are commercially scalable with a wide TAM and low competition (not easy to find) but thats where you start and work your way inward. For momentum trades look at AI names and small caps where rate cuts will benefit them can even throw"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1943274486955974956) 2025-07-10 11:41:56 UTC 3761 followers, 1656 engagements "Youre probably not bullish enough on Chinese equities"  [@MitchMartan98](/creator/x/MitchMartan98) on [X](/post/tweet/1947694561897091195) 2025-07-22 16:25:44 UTC 3758 followers, 5051 engagements "$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 3703 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 3757 followers, 1176 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 3759 followers, 1430 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 3694 followers, XXX engagements
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@MitchMartan98 Mitchell Martan
Mitchell Martan posts on X about $bidu, baba, $baba, $jd 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 XXXXXXXXX +52%
- X Months XXXXXXXXX +2,705%
Mentions: XX #
- X Week XXX -X%
- X Month XXX +88%
- X Months XXX +301%
Followers: XXXXX #
- X Week XXXXX +4.80%
- X Month XXXXX +42%
- X Months XXXXX +2,802%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #4809 finance #4600 countries XXXX% technology brands XXX% cryptocurrencies XXX% automotive brands XXXX% exchanges XXXX%
Social topic influence $bidu #8, baba #1001, $baba #21, $jd #3, $unh #25, $oscr 6.86%, $dlo 5.88%, china 5.88%, oscr 5.88%, $tcehy XXX%
Top accounts mentioned or mentioned by @kemlizafyu @triberuffner @akinatorassets @sokolgeoff @seawolfcap @billyr6879 @frankg1247208 @griffithbrand @rapallainvests @chamath @mvcinvesting @thedrugmoney @zoomyzoomm @baiduinc @perplexityai @tacticzh @poconokid18 @aocmommilkys @mwestern23 @sv_leeuwen
Top assets mentioned Alibaba Group (BABA) UnitedHealth Group (UNH) Oscar Health, Inc. (OSCR) DLocal Limited Class A Common Shares (DLO) Centene Corp (CNC) Alphabet Inc Class A (GOOGL) Sable Offshore Corp. (SOC) Humana Inc (HUM) Galaxy Digital Inc. (GLXY) Nebius Group N.V. Class A Ordinary Shares (NBIS) NuCypher (NU) MercadoLibre Inc (MELI) Rocket Companies, Inc. (RKT) Advanced Micro Devices (AMD) RAI Finance (SOFI) Robinhood Markets, Inc. (HOOD) Bull Market (BULL) Elevance Health Inc (ELV) Novo-Nordisk (NVO) Open Custody Protocol (OPEN) Metadium (META) Oracle Corporation (ORCL) Iris Energy Limited Ordinary Shares (IREN) PagSeguro Digital Ltd. (PAGS) StoneCo Ltd. Class A Common Shares (STNE) SPDR S&P XXX ETF Trust (SPY) Hims & Hers Health, Inc. (HIMS) Eli Lilly and Company (LLY) Microsoft Corp. (MSFT) Vistra, Corp. (VST) First Solar, Inc. (FSLR) NVIDIA Corp. (NVDA) Oklo Inc. (OKLO) PayPal Holdings Inc (PYPL) 4 (FOUR) The Toronto-Dominion Bank (TD) ZetaChain (ZETA) Lennox International, Inc. (LII) Tesla, Inc. (TSLA) ETHA Lend (ETHA) Palantir (PLTR) Lemonade, Inc. (LMND)
Top Social Posts #
Top posts by engagements in the last XX hours
"$GOOG raising capex to 85B This is after $ORCL and the OpenAI contract. And after Zuck $META is trying to poach employees for obscene amounts of money. AI is clearly here to stay but more importantly the demand is even ahead and much larger than what people think. I think we see this theme continuing for the foreseeable future. Bullish on $GLXY $NBIS $BABA $BIDU $ORCL $IREN and pretty much everything chips too"
@MitchMartan98 on X 2025-07-23 20:18:08 UTC 3761 followers, 1538 engagements
"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 $JD Are showing signs of life after their consolidation period want to see them start pushing higher and breaking out to the upside soon. The real estate market is Chinas life line and a sustained recovery there along with PBOC stimulating needs to continue. China really needs to push for more support as their consumers are still very weak" @MitchMartan98 on X 2025-07-09 02:13:22 UTC 3687 followers, 2126 engagements
"$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 $KWEB" @MitchMartan98 on X 2025-07-21 15:50:45 UTC 3757 followers, 2437 engagements
"@kemlizafyu Havent looked deep enough but it was one of Chamaths failed SPACs if I remember correctly" @MitchMartan98 on X 2025-07-19 16:14:55 UTC 3678 followers, XXX engagements
"$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 3760 followers, 1060 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 3739 followers, 2043 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 3761 followers, 2869 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 3760 followers, 1127 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 3760 followers, 1421 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 3721 followers, 1319 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
"If youre still worried about $UNH just look at the CEO buys the congressional members buying and then think of what happened to the banks during their whole fiasco. Also keep in mind XXX billion prescriptions need to be filled from $UNH annually. Americans need $UNH You can even reference $TD and them money laundering for the cartel & the stock is at an ATH. This too shall pass" @MitchMartan98 on X 2025-07-24 13:07:33 UTC 3761 followers, 51.3K 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 3760 followers, 2374 engagements
"Chinese equities looking perky $JD $BABA $BIDU $KWEB" @MitchMartan98 on X 2025-07-24 14:35:56 UTC 3761 followers, 2772 engagements
"Thinking about this right now as Chinese stocks perk up @Seawolfcap @zoomyzoomm $BIDU $JD $BABA $TCEHY What if" @MitchMartan98 on X 2025-07-23 09:36:39 UTC 3760 followers, 1183 engagements
"$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 3761 followers, 5869 engagements
"@TribeRuffner Reminder earnings coming up as well" @MitchMartan98 on X 2025-07-24 13:20:14 UTC 3761 followers, 1958 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
"@BillyR6879 $ZETA Is popular may dive into it" @MitchMartan98 on X 2025-07-03 20:42:59 UTC 3699 followers, XXX 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
"@FrankG1247208 Frank look deep into it and you might change your mind" @MitchMartan98 on X 2025-07-23 22:38:53 UTC 3761 followers, XXX 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 3685 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 3760 followers, 1569 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 3740 followers, 3603 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 3757 followers, 1317 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 3751 followers, 2784 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 3761 followers, 5864 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 3760 followers, 1343 engagements
"The great $BIDU breakout of 2025 can it finally hold All jokes aside China is way too cheap. $BABA $JD etc. take your pick" @MitchMartan98 on X 2025-07-22 14:39:59 UTC 3747 followers, 1840 engagements
"$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
"Wouldnt expect $GOOG to stay red after this quarter for very long. In fact it probably sets the tone moving forward and should trend higher. $TSLA on the other hand not so sure" @MitchMartan98 on X 2025-07-23 20:33:31 UTC 3761 followers, 1771 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 3686 followers, XXX 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. $KWEB is a mixture of all the best and safest way to play it" @MitchMartan98 on X 2025-07-21 14:34:53 UTC 3759 followers, 2080 engagements
"$GLXY reminds me of $NBIS where the story was either too complex or misunderstood from the beginning. And thats completely understandable because it just recently got listed on the Nasdaq but I would urge people to take a look" @MitchMartan98 on X 2025-07-24 17:28:41 UTC 3762 followers, 1546 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 $NIO etc" @MitchMartan98 on X 2025-07-21 15:05:56 UTC 3760 followers, 1284 engagements
"$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
"@Seawolfcap Too cheap. $BABA $BIDU $JD $TCHEY all worth buys" @MitchMartan98 on X 2025-07-23 13:05:26 UTC 3757 followers, XXX engagements
"$UNH yeah seems like a nothing burger tbh. Nice dip to buy though" @MitchMartan98 on X 2025-07-24 13:10:57 UTC 3761 followers, 1648 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 3701 followers, 44.2K 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 3738 followers, 2461 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 ( $XBI ) but keep in mind this sector is notoriously hard. Unless you know drugs / trials / management teams like the back of your hand then stay away. Start with names that have approved drugs are commercially scalable with a wide TAM and low competition (not easy to find) but thats where you start and work your way inward. For momentum trades look at AI names and small caps where rate cuts will benefit them can even throw" @MitchMartan98 on X 2025-07-10 11:41:56 UTC 3761 followers, 1656 engagements
"Youre probably not bullish enough on Chinese equities" @MitchMartan98 on X 2025-07-22 16:25:44 UTC 3758 followers, 5051 engagements
"$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 3703 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 3757 followers, 1176 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 3759 followers, 1430 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 3694 followers, XXX engagements