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# ![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1760732748925263872.png) @Next100Baggers Next XXX Baggers

Next XXX Baggers posts on X about rev, eps, $unh, $oscr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1760732748925263872/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1760732748925263872/c:line/m:interactions.svg)

- X Week XXXXXXX +8.90%
- X Month XXXXXXX +364%
- X Months XXXXXXX +1,069%
- X Year XXXXXXX +250%

### Mentions: XX [#](/creator/twitter::1760732748925263872/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1760732748925263872/c:line/m:posts_active.svg)

- X Week XXX +7.30%
- X Month XXX +204%
- X Months XXX +2,180%
- X Year XXX +522%

### Followers: XXXXX [#](/creator/twitter::1760732748925263872/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1760732748925263872/c:line/m:followers.svg)

- X Week XXXXX +13%
- X Month XXXXX +68%
- X Months XXXXX +205%
- X Year XXXXX +238%

### CreatorRank: XXXXXXX [#](/creator/twitter::1760732748925263872/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1760732748925263872/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1760732748925263872/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[rev](/topic/rev) #174, [eps](/topic/eps) #310, [$unh](/topic/$unh) 4.62%, [$oscr](/topic/$oscr) 4.2%, [nvda](/topic/nvda) 3.78%, [$googl](/topic/$googl) #1816, [$nvda](/topic/$nvda) 3.36%, [goog](/topic/goog) #36, [$goog](/topic/$goog) #36, [cash flow](/topic/cash-flow) #27

**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@fiscalai](/creator/undefined) [@bethkindig](/creator/undefined) [@koyfincharts](/creator/undefined) [@saxenapuru](/creator/undefined) [@wallstengine](/creator/undefined) [@mikezaccardi](/creator/undefined) [@tickerplus](/creator/undefined) [@levandovsky](/creator/undefined) [@tanguanyuan](/creator/undefined) [@50](/creator/undefined) [@wisdomtreefunds](/creator/undefined) [@jonahlupton](/creator/undefined) [@citronresearch](/creator/undefined) [@thexcapitalist](/creator/undefined) [@citrini7](/creator/undefined) [@rosshendricks](/creator/undefined) [@rihardjarc](/creator/undefined) [@deepsailcapital](/creator/undefined) [@mrderivatives](/creator/undefined)

**Top assets mentioned**
[UnitedHealth Group (UNH)](/topic/$unh) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Elevance Health Inc (ELV)](/topic/$elv) [Broadcom, Inc. (AVGO)](/topic/$avgo) [4 (FOUR)](/topic/$four) [RAI Finance (SOFI)](/topic/$sofi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Bitcoin (BTC)](/topic/$btc) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [ZetaChain (ZETA)](/topic/$zeta) [Netflix Inc (NFLX)](/topic/$nflx) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Target Corporation (TGT)](/topic/$tgt) [Annaly Capital Management, Inc. (NLY)](/topic/$nly) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [Nucor, Corp. (NUE)](/topic/$nue) [Toko Token (TKO)](/topic/$tko) [Cigna Corp (CI)](/topic/$ci) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Cirrus Logic Inc (CRUS)](/topic/$crus) [XELIS (XEL)](/topic/$xel) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [NuCypher (NU)](/topic/$nu) [MercadoLibre Inc (MELI)](/topic/$meli) [Sweetgreen, Inc. (SG)](/topic/$sg) [Limitus (LMT)](/topic/$lmt)
### Top Social Posts [#](/creator/twitter::1760732748925263872/posts)
---
Top posts by engagements in the last XX hours

"@fiscal_ai GenAI in Search & YouTube = next 20%+ rev kicker. Trading 5X NTM EV/S vs. 8X peers $GOOGL is a steal"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948117954651992210) 2025-07-23 20:28:09 UTC 6002 followers, 1023 engagements


"563 B TAM by 2028 = $XXX B/yr in AI compute budgets. Nvidias FY24 GPU rev was $XX B; TAM depth = 2X. XX k GPUs/100 k FTE = X GPU/10 FTE = S&P1500 workforce (150 M FTE) needs XX M GPUs $XX k = $XXX B HW cycle. $NVDA (70% share) = $XXX B rev = +8% CAGR $AMD $MRVL : infra leverage Power/cooling: $CRUS $XEL Update models quarterly real edge lives in the math"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947040574797754807) 2025-07-20 21:07:01 UTC 6013 followers, 2024 engagements


"Congrats on the $X T milestone but dig deeper before you cheer: $BTC = $XXX T of that top X alts $XXX B and 10k other tokens fight over the remaining $XXX B XX h volume is only $XX B (down XX% QoQ) and DeFi TVL sits at $XXX B (20% YoY) ETF tailwinds matter but true bull runs need sustained on chain activity and $XXX B/day in trading Lean into network effects and real utility tokens $BTC and $ETH (plus L2s with live usage) and let the shallow rallies in memecoins and low liquidity alts fade. Quality over quantity always wins"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948491757450035533) 2025-07-24 21:13:30 UTC 5997 followers, XXX engagements


"$GOOG $GOOGL Q2 breakdown: - Search & Other +12% ($55 B): AI driven ads ramping - Cloud +32% ($9 B): still under penetrated; margin tailwind ahead - YouTube +13%: Shorts monetization kicking in - Subs & Devices +20% ($7.4 B): hardware + Play & Workspace - Network -1%: pricing resets GenAI in Search & YouTube = next 20%+ rev kicker. Trading 5.6X EV/S vs. 8X peers $GOOGL is a steal"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948120424807539038) 2025-07-23 20:37:58 UTC 6050 followers, 3021 engagements


"@Beth_Kindig Dells early GB300 builds hint Blackwell yield curves are healthy and set up a September DC ramp. Expect $XXX M+ in GB300 rev in Q3 $SMCI backlog spikes and an early read on $AMD H200X share gains. OEM mix & ASP trends will be the next catalysts. $NVDA $DELL $SMCI $AMD"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948070395539567033) 2025-07-23 17:19:10 UTC 6007 followers, XXX engagements


"Cheap is doing a lot of work in that tweet. Heres the sanity check Id drop: Throwing $NU $ASML $MELI $UNH $SG $DLO $LGCY $OSCR into one cheap bucket = vibes not valuation. $UNH 1314X XX EPS X% FCF yield = reasonably cheap if MLR peaks. $NU XX% ROE at 7X book = quality not bargain bin. $ASML 25X EPS / 20X EV/EBITDA = secular winner but cheap No. $OSCR still negative EBITDA w/ 8687% MLR guide p= option value not cheap cash flow. $DLO nets 20%+ EBIT margins & sits on cash arguably the only true cheap growth in that list. I price mispriced cash flows and durability not ticker aesthetics"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948487090934542719) 2025-07-24 20:54:58 UTC 6048 followers, 2151 engagements


"$LMT Q2 top line held up at $XXXX B (+2.3% YoY) but adj. EBITDA plunged XX% to $XXX B dropping margin to XXX% vs XX% last year. Aeronautics F35 timing and RMS integration costs drove the loss yet backlog sits near a record $XXX B. Watch H2 delivery ramp & program cost normalization for a sharp margin rebound"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947685778290561040) 2025-07-22 15:50:50 UTC 5885 followers, 1482 engagements


"Analogy doesnt hold: $META in 22: 30%+ rev growth 910X EV/S XX% net margin on hyper scaled social/AI $UNH today: XXX% rev growth XXX EV/S X% net margin on mature insurance/Optum Ones a high velocity tech compounder; the other a stable healthcare insurer. Apples oranges"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948438503463026766) 2025-07-24 17:41:54 UTC 6046 followers, XXX engagements


"$XLV/ $SPY just set a 25yr low yet the math isnt apocalyptic: $UNH 13.8X XX PE X % FCF yield; every XX bp in med cost trend = + $XXXX EPS $ELV 11.4X $CNC 10.6X already discount a XX bp cost gap that usually reverts in X qtrs $OSCR 0.3X XX EV/Sales with net cash pure operating leverage option Sector EPS moves X % for each XX bp swing in trend costs. Keep an eye on July claims data and CMS final MA rates in Aug those are the real pivot points not the tape"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947331090584154551) 2025-07-21 16:21:26 UTC 6002 followers, XXX engagements


"$NVDA still prints cash but at XX 26e EPS most of that power is already priced in. $AMD sits nearer XX is starting from a X % DC GPU share and MI300(X) + ROCm are aimed straight at the inference TAM that should eclipse training by 2028. Add Xilinx accretion and a disciplined buy-back program and the setup skews risk-reward in AMDs favour. My vote: AMD for the higher 3-yr return"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1935374922957865177) 2025-06-18 16:31:53 UTC 6008 followers, 2690 engagements


"Cheap for a reason $ELV isnt just mispriced its being punished for three big headwinds: Medicare Advantage rate cuts CMS penciled in a XXX % reimbursement drop for XX vs XX meaning $XXX M hit to EBITDA. Medical cost inflation providers are pushing XX % unit-cost growth eating XXX bp of margin per point above X % trend ($1 B EBIT drag). State Medicaid churn redeterminations could lop XX M lives in XX shrinking premium base and FCF. At 11X forward P/E the market prices in nearly all of these risks. The flip side Each catalyst inflects value: CMS publishes final MA rates (Aug): +50 bp above"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947288004239712730) 2025-07-21 13:30:13 UTC 6001 followers, 1491 engagements


"6/ $PAY Paymentus Paymentus builds cloud based bill payment systems for utilities healthcare and government agencies. They earn transaction fees every time a customer pays a bill through their network. Revenue has grown +35% and should rise another +26% next year. P/S: XXX 💵 FCF/share: $0.82"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991794412667153) 2025-07-23 12:06:50 UTC 6046 followers, XXX engagements


"Custom silicon is Broadcoms wheelhouse: big NRE + multiyear production tail if the rumored OpenAI & Arm wins convert from tape out to volume. Key watch items: 1) backlog/NRE disclosures vs prior hyperscaler ASIC deals (2) foundry capacity reservations at leading nodes (3) whether $AVGO can bundle high margin software/networking. Hype revenue Production ramps 1824 mos after tape out but even a few points of AI accelerator share would diversify $AVGO s growth beyond VMware + networking"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945515978151837942) 2025-07-16 16:08:49 UTC 6029 followers, XXX engagements


"9/ $FOUR Shift4 Payments Shift4 provides end to end payment tech to restaurants hotels stadiums and now even space launches. They make money from transaction volume and value-added services. Revenue up +27% with +23% more to come and FCF is strong. P/S: XXX 💵 FCF/share: $5.34"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991805980455257) 2025-07-23 12:06:53 UTC 6050 followers, 1837 engagements


"$HIMS just punched through $XX and with Canadians in the fold were looking at a $XXX M+ incremental market on top of a booming U.S. base. Key bull drivers: - Subscription Fuel: ARPU north of $75/yr + sub1% monthly churn = predictable sticky revenue. - TAM Expansion: Canada adds XX M new users; U.K./EU on deck next = every +10 % digitalhealth adoption = $XXX M+ upswing. - Margin Leverage: SaaS mix & economies of scale should drive gross margins toward 75%+ in XX Decent target is $XX XX% upside in XXX years (30%+ IRR) If $HIMS can maintain sub X% CAC payback and keep churn below X% doubling"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948046033453244659) 2025-07-23 15:42:21 UTC 6003 followers, XXX engagements


"@tickerplus $YETI looks cheap at 1.7X EV/S vs. the 2X outdoor cooler peer average. If $YETI can reaccelerate revenues to XXX% with margin stabilization a 2.5X EV/Sales multiple (roughly $60$65) is in play"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948082111312785487) 2025-07-23 18:05:43 UTC 5993 followers, XX engagements


"@fiscal_ai Massive Q2 for Google Cloud: $XXX B of new ARR (annualizes to $XX B) taking total run rate to roughly $XX B+ (+30% YoY). As AI workloads scale expect cloud profitability to inflect meaningfully. This juggernaut alone justifies $GOOGL $GOOG s premium multiple"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948394037192400948) 2025-07-24 14:45:12 UTC 6033 followers, XXX engagements


"Only XXX% of sub $X B names hit 10X in XX yrs so the odds are steep. But the winners share traits worth modelling: - Secular tails (AI infra = $NVDA/ $AMD; clean energy = $ORA/ $LEU; wellness = $CELH) - Oligopolistic edges (patents network effects or unique tech) - Margin optionality (story = R&D led expansion not just top line growth) Screen for: TAM $ $XX B High gross margins + path to 40%+ Insider alignment & clean cap structure Watchlist riffs: $LEU on nuclear revival $CELH as healthbev catchup $EVTL in electric logistics And remember: diversification + XX yr horizon = your best shot at"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948048721461055981) 2025-07-23 15:53:02 UTC 6034 followers, XXX engagements


"2/ $OSCR Oscar Health Insider buy: Cofounder Josh Kushner & CEO Mark Bertolini dropped $23M into stock in late 2024. All openmarket buys. Growth snapshot : Q1 2025 revenue: $3.05B (+42% YoY) Membership growth: +37% YoY First profitable quarter ever: $329M adj. EBITDA Claims SaaS platform now licensing to external insurers Gross margin rebounded to XXXXX% Why its broken: Legacy insurtech junk pile label. Trading at 0.2X forward sales despite hypergrowth and profitability. Why insiders are backing up the truck: Oscar isnt just a health insurer anymore its quietly becoming a software platform"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944751656526033315) 2025-07-14 13:31:41 UTC 6015 followers, 1728 engagements


"$GOOG Q2 Preview Revenue est. $XX B (+11% YoY) Search & YouTube ads +1012% YoY Cloud growth +30% YoY; Key watch points: AI monetization cadence (Gemini integration) Datacenter CapEx guide & ROI timeline YouTube adload vs. engagement $TSLA Q2 Preview Revenue est. $XXXX B (13% YoY) off end of China incentives Auto gross margin 1718% (price cut drag) Regulatory credits & FSD deferrals $XXX M headwind Key watch points: Production/sales split (US vs. China) Price cut vs. volume trade off Free cash flow guide & CAPEX cadence Beats are table stakes focus on guide revision and segment commentary for"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947997400263496049) 2025-07-23 12:29:06 UTC 5973 followers, 1134 engagements


"@fiscal_ai Cloud rev 5X from $XXX B in XX to $XXXX B in Q225 (35% CAGR). Op profit swung from $XXX B to +$2.8 B pushing margin to XX% (vs. breakeven in 23). Now drives XX% of parent EBIT. With AI/Vertex workloads mid 20s margins could unlock +$34 B EBIT by XX. $GOOG"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948118704471834790) 2025-07-23 20:31:08 UTC 6001 followers, 1733 engagements


"$BIDU at $XX trades at just 9.2X forward P/E vs. $GOOGL s 21X and 1.6X EV/S vs. peer avg 5X a steep discount. Cloud revenue jumped XX% YoY but is still only XX% of sales leaving big margin leverage as AI services scale. With $XX B net cash (FCF yield 4%) and catalysts in Q2 AI/gaming growth plus Apollo autonomous deals Baidu offers asymmetric upside just watch for China macro & regulatory swings"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947962694562127902) 2025-07-23 10:11:12 UTC 6009 followers, 1176 engagements


"@TheLongInvest $PEP s fundamentals back it: +1.3% rev growth in FY25E XX% gross & XX% EBITDA margins $X B FCF fueling XX years of dividend hikes (2.7% yield). Trading at 2.6X NTM EV/Sales & 13X EV/EBITDA discount to peers. $XXX on 200WMA is in play"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948390377620197400) 2025-07-24 14:30:40 UTC 6046 followers, XXX engagements


"$ZETA hit $X B+ adj. rev in FY XX (+38% YoY) with 60%+ gross margins and XX% adj. EBITDA margin. FY 25E guide: +23% rev to $XXX B and adj. EBITDA of $XXX M (21% margin). At 3x EV/Sales and 14x EV/EBITDA NTM vs. peers at 58x/2025x theres a real margin of safety. Key catalysts: net revenue retention north of XXX% and scaling cross sell. Im positioned for the ride"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948364445333311720) 2025-07-24 12:47:37 UTC 6019 followers, 1556 engagements


"Flow puke fundamentals. 2020s flush doubled because the street forgot how sticky premiums are when elective volumes snap back. Same setup now youre getting XX era multiples on carriers that just printed record underwriting margins and have GLP-1 upside baked in for free. Ill scoop what the tourists are dumping"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947559066215047312) 2025-07-22 07:27:19 UTC 5897 followers, XXX engagements


"Nice setup on $HIMS definitely a breakout in the making. Just a few things Im watching: - XXX% YoY revenue growth off a $XX M quarterly base doubling gets harder as numbers climb - $XXX B+ cash gives runway into XX so capital markets risk is low - Gross margins up XX% and X month CAC payback are the most important levers for sustainable upside - If they can keep CAC and churn in check $75+ into year end isnt crazy Heads up on execution but the balance sheet and growth profile make this one to watch"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948090846718611688) 2025-07-23 18:40:26 UTC 6006 followers, 1138 engagements


"They should just buy $FOUR $FI s X% Cloverdriven rev growth for FY25 is solid but long rollouts keep it at 5X EV/S vs. peers at 6X Bring in Shift4 ( $FOUR): - Lifts growth XXX bp XX% CAGR on $X B runrate sales - Expands margins XXX bp (2X vs. 5X EV/S & 50%+ gross margins) - Derisks integration with a cloud native stack ready for Clover All eyes on Q4 guide & integration milestones if $FI moves as fast as $FOUR its a no brainer"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948030102991716655) 2025-07-23 14:39:03 UTC 5995 followers, XXX engagements


"@MikeZaccardi @KoyfinCharts Gap math check: $BRKB $1.07T vs $NFLX $0.53T ($540B short). If BRK compounds 8%/yr = $1.57T in 5y. For $NFLX to catch it must grow mkt cap 24%/yr to $1.57T. Thatd need ads scale paidsharing stickiness global ARPU lift & opex leverage. Tall ask not impossible"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945820218044883445) 2025-07-17 12:17:46 UTC 6040 followers, XXX engagements


"Congrats on catching the April puke. Now the work: after a +100% reflex risk/reward resets. Key swing factors from here: MI300/Instinct revenue ramps vs NVDA Genoa/Bergamo server share + Xilinx attach margin trajectory and $XXX resistance/position sizing. Celebrate but reunderwrite. $AMD"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945948792034824253) 2025-07-17 20:48:40 UTC 6006 followers, XXX engagements


"@TheLongInvest $BABA at XXX% rev growth XX = XXX% XX XX% gross margins & XX% EBITDA margins. Yet its trading at 8.8X EV/EBITDA & 13.6X fwd P/E a XX% discount to HSI ecommerce peers. $XXX target = 19X XX P/E still below avg. Cloud + ad recovery = catalyst"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947733640491717072) 2025-07-22 19:01:01 UTC 6002 followers, 2947 engagements


"@thexcapitalist Fundamentals still trending up - Membership +46 % Y/Y - MLR down to XX % (was XX %) - Guiding for first full year GAAP profit in XX But that doesnt mean $OSCR cant trade lower from here. Good companies get cheaper all the time"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946216013185355862) 2025-07-18 14:30:31 UTC 5911 followers, 3543 engagements


"Nice chart and solid momentum on your radar but lets poke under the hood before penciling in $30+ and 300400% gains: Valuation vs. peers At $XXXXX ZETA sits at roughly 3.5X EV/Sales LTM and 21X EV/EBITDA on XX% margins Comparable martech names trade closer to 58X EV/Sales and 1520X EV/EBITDA with stronger free cash flow yields Growth is slowing - Youve got XX% YoY in FY24 but FY25 estimates drop to XX% - To justify a rerate we need net revenue retention north of XXX% and cross sell pulling through Cash & cash burn $XXX M in cash is nice but negative EBITDA still means cash isnt free real free"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1949109595353338089) 2025-07-26 14:08:34 UTC 6050 followers, XXX engagements


"Google Cloud at XX% YoY/$54 B run rate but dont sleep on YouTube Ads grew XX% in Q2 (same as $NFLX ) at 60%+ gross margins vs Netflixs 25%. Add in Gemini supercharging search/ads and Waymo inching toward scale and youve got cloud + ads + AI + self driving optionality all in one ticker. Trading sub 25X XX EPS feels like a steal. $GOOGL $$GOOG"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948289529657381016) 2025-07-24 07:49:55 UTC 6016 followers, XXX engagements


"That is a monster haul $XXX B of new ARR in one quarter annualizes to roughly $XX B of fresh run-rate taking Google Cloud past $XX B in total ARR. But before penning in a cloud multiple rerate heres where Id dig deeper: 1) Margin inflection - Q2 Cloud margins still sit around XX% on infrastructure-heavy growth. - To earn a true re rating we need to see those margins sustainably climb toward 2025% as scale hits. 2) Free cash flow conversion - Googles overall FCF conversion dipped to XX% last quarter on heavy AI capex. - Watch Q3/Q4 for XX% conversion as a sign that new ARR is actually feeding"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1949191369601216998) 2025-07-26 19:33:31 UTC 6050 followers, XXX engagements


"5/ $LFMD LifeMD LifeMD is a telehealth platform offering virtual care prescription drugs and diagnostics. They focus on cash pay patients for men's health weight loss and skincare. Revenue has grown +38% with +27% more expected next year. P/S: XXX 💵 FCF/share: $0.32"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991790490935752) 2025-07-23 12:06:49 UTC 6050 followers, 1026 engagements


"1/ $SOFI SoFi Technologies Insider buy: CEO Anthony Noto has bought $18M of stock since 2021. No sales. No games. Just pure conviction buys. Growth snapshot: Q1 2025 revenue: $771M (+32.7% YoY) Financial Services segment growth: +100% YoY X straight GAAP-profitable quarters Adj. EBITDA margin: XX% Gross margins expanding: XXXX% = XXXX% Why its broken: SPAC baggage dilution fears skeptics still stuck in 2022. Why insiders are loading up: SoFis bank charter allows them to lend at X% funding cost while competitors pay closer to 7%. That spread prints money at scale and Noto knows it"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944751652721885369) 2025-07-14 13:31:40 UTC 6013 followers, 1227 engagements


"$OSCR deep dive (Part 2) is out. X scenarios. From a $X crash & burn to $XXX bull case. If Bertolini delivers $XXXX EPS by 2027 this is a $XX stock on 40X. Margins & members are the whole game. This is how Im underwriting it 👇"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948379344243486888) 2025-07-24 13:46:49 UTC 6050 followers, 22.5K engagements


"Lazy basket trading. These three dont even swim in the same pool: $UNH Employer plans + Medicare Advantage + Optum services. Risks: RADV audits MA rate setting cyber fallout. $MOH Mostly Medicaid managed care. Driver = state budgets/redeterminations. $OSCR ACA exchanges/individual market. Driver = risk scores RA transfers MLR caps. Algos see health insurer and smash the sell button. Im pricing segment specific MLR trends & policy risk not the ticker label"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948463543218590111) 2025-07-24 19:21:24 UTC 6048 followers, XXX engagements


"@TheLongInvest $TGT s FY25 rev at $XXXXX B (0.8% YoY) but gross profit up XXX% to $XXXX B (28.2% margin) while EBITDA holds at $XXX B (8.1% margin) backing a XXX% yield. Price/mix tailwinds & rock solid FCF make that $XXX floor look bulletproof"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947714602944561448) 2025-07-22 17:45:22 UTC 5959 followers, XXX engagements


"Nothing earth-shattering here EU court challenge just adds some timing risk to the closing but it wont derail $AVGO s AI/data center play. VMware subs are still growing north of XX% and the combined FCF yield sits near 5%. If regulators force tweaks Broadcoms scale and sticky enterprise contracts keep the long term story intact"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948289984500322434) 2025-07-24 07:51:44 UTC 6011 followers, XXX engagements


"3/ $DKNG DraftKings DraftKings is a leading U.S. online sports betting and iGaming operator. They make money when users place bets and play casino games in their app. Revenues growing +39% with +32% more ahead. P/S: XXX 💵 FCF/share: $0.72"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991782928576746) 2025-07-23 12:06:47 UTC 6014 followers, XXX engagements


"$AMD didnt just buy Xilinx; it bought the only programmable AI silicon that ships by the million today. - Versal FPGAs: X W edge-AI inference real-time re-config. - Different product = different TAMcameras cars 5G defense. - Margins are ASIC-like cycles are software-fast. Wall Sts still squinting at MI300; the quiet -curve is already on the balance sheet"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1936877059399143545) 2025-06-22 20:00:51 UTC 6008 followers, XXX engagements


"@levandovsky @Citrini7 @Ross__Hendricks $AGNC actually funds cheaper (2.9% vs $NLYs 3.9%) but leans harder into debt (7.6X vs NLYs 5.8X). So $AGNC wins on funding cost $NLY wins on lower leverage. If MBS spreads grind tighter NLYs lighter book should hold up better $AGNC will pop more on the funding squeeze"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948136047034151171) 2025-07-23 21:40:02 UTC 6016 followers, XXX engagements


"$NLY is basically a levered bet on agency MBS spreads. - Leverage 6X = every XX bp move in repo funding or MBS/OIS spreads can swing book value by 4-5 % - Funding is overnight = if the Fed keeps QT-draining reserves repo costs rise faster than coupons compressing NIM and forcing dividend cuts. - Convexity risk = if rates rally prepays spike and the higher coupon bonds they own get called away at par; if rates sell off spreads widen and book value takes an immediate mark to market hit. Either way BV is volatile. - Regulation = the SECs Basel style haircut proposal would lift capital"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948083990851891367) 2025-07-23 18:13:11 UTC 6007 followers, XXX engagements


"Clever screen but heres where you dig deeper before loading up: 1) $TSM & $ASML arent traditional value theyre deep in a cyclical capex up cycle. $TSM s X nm fab build still drags ROIC below cost of capital this year and $ASML s order book is supply-constrained not valuation-driven. 2) $NVO is undervalued only if you ignore expanding GLP-1 competition and pricing pressure; 3X EV/EBITDA feels rich for a pharma pure play with patent cliffs ahead. 3) Lam $LRCX and Qualcomm $QCOM have genuine secular tailwinds EUV fab leading to record wafer starts 5G = AI edge compute but both trade near 1520X"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1949105303720517966) 2025-07-26 13:51:31 UTC 6050 followers, XXX engagements


"Silvers +34% YTD run is backed by real momentum vs. gold its silver/gold ratio just cleared the XX day SMA with RSI at XX. Real rates are easing ETF inflows are picking up and industrial demand looks solid. Watch $XXXXXXX resistance $XX support. A reversion toward a XXX ratio vs. gold could spark another leg higher"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947963855155442032) 2025-07-23 10:15:49 UTC 5989 followers, XXX engagements


"7/ $OSCR Oscar Health Oscar is a tech enabled health insurance company focused on Affordable Care Act (ACA) plans. They use software to reduce admin costs and improve customer experience. Revenue grew +50% with another +23% expectedand its already cash flow positive. P/S: XXX 💵 FCF/share: $4.71"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991798338535674) 2025-07-23 12:06:51 UTC 6050 followers, XXX engagements


"🧵 the GOAT Stanley Druckenmiller One of my favorite investors just made major moves in Q1 '25. He does trade often. But when he sizes up like this it's not noise it's signal. Here are X names he just loaded up on and what that tells us about where the puck is going👇"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1923360424411451398) 2025-05-16 12:50:34 UTC 6045 followers, 2273 engagements


"2/3 of US adults already prefer $GOOGL s AI Mode over traditional Search and even ChatGPT If XX% want it as the default experience $GOOG s got a clear runway to monetize: higher RPMs on AI driven ads and premium AI subscriptions. The real catalyst will be seamless UX + strong ad load watch for margin lift in upcoming quarters"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947661731251065227) 2025-07-22 14:15:17 UTC 5930 followers, 1220 engagements


"230k GPUs (@$20k avg list price) = $XXX B in capex just for Colossus X (incl. 30k GB200s). Colossus 2s 550k GB200/GB300s add another $XX B xAI alone could drive $XX B+ of $NVDA revenue in XX. Cloud providers arent far behind so supply stays tight pricing power intact. Watch $NVDA s gross margin guide on the print: should hold north of 70%"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948001710619660376) 2025-07-23 12:46:14 UTC 5996 followers, XXX engagements


"@TheLongInvest Id rotate into 23yr compounders with 15%+ FCF yields & durable moats ( $MSFT $AMD) plus secular growth in AI & healthcare. Buy the dips hold tight and ride the rate cut/tech cycle inflection. Do that and your portfolio should be miles higher"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947702296399274096) 2025-07-22 16:56:28 UTC 5918 followers, 1186 engagements


"8/ $ZETA Zeta Global Zeta is a marketing automation platform powered by AI and big data. They help brands personalize emails ads and messages using customer behavior data. Revenue has grown +31% with +24% more on deck. P/S: XXX 💵 FCF/share: $0.51"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991802029465771) 2025-07-23 12:06:52 UTC 6015 followers, XXX engagements


"Molinas Medicaid beat is less about exact markets and more a shock-detector for managed care. If $MOH tops the $XXXX EPS and $XX B rev consensus tonight youll likely see $OSCR lift its membership guide and pharmacy margins get rerated. In practice $MOH beats have historically sent $UNH / $CNC multiples +35% higher and unlocked upside for tech driven insurers like $OSCR. Keep an eye on $MOHs gross margin and $OSCRs upcoming member KPI a double digit surprise could light the spark for the whole sector"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948108113355444245) 2025-07-23 19:49:02 UTC 6048 followers, XXX engagements


"Its easy to focus on the XX% YTD drawdown but $LUL Us still growing into its valuation: - FY25 revs +10.1% FY26E +6.2% - Best in class XX% gross margin (vs XX% peers) - Adj. EBITDA margin XX% on $X B EBITDA - Trades 4.8X EV/S vs XX% growth & 17X EV/EBITDA vs XX% EBITDA growth In other words most of the move has been multiple compression not a collapse in the business. If sales momentum steadies margins expand and FCF holds up $LULU s premium could look fully justified again"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947716198428512767) 2025-07-22 17:51:43 UTC 5975 followers, XX engagements


"$ELV s -XX% drop looks scary on the chart but heres the reality: - P/E fell from 18X to 12X 25E on cost trend fears not a business breakdown - FCF yield X% EV/EBITDA 8X (vs $UNH s 11X) - MA lives +3% YoY admin ratio guided down to XX% Youre buying marketleading margins & a XX% cash yield at a XX% discount to peers. Watch Q2 MA retention MLR trends & August MA rate updates fundamentals should reassert before the next leg up"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947361767438303719) 2025-07-21 18:23:20 UTC 6006 followers, XXX engagements


"$ISRG is priced for perfection. Its sitting at roughly 75X LTM P/E and 59X EV/EBITDA with forward P/E still north of 60X compared to medtech peers that trade in the mid 20s to low 30s. That premium buys you: - XX% CAGR in DaVinci installations since 2019 - XX% gross margins and high recurring procedure revenue - 30%+ EPS growth over the last year But at these multiples any slip in growth margin or procedure volume risks a swift multiple contraction. If youre hunting for a better risk/reward either wait for a 1520% pullback or look at more moderately valued comparables (many peers sit around"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947757358051889660) 2025-07-22 20:35:16 UTC 5974 followers, XXX engagements


"@DeepSailCapital There really are no guarantees in shorting unlike a long position your downside is effectively unlimited if the stock keeps running. Even if your bear thesis ultimately plays out a ferocious rally or squeeze can swamp you before it does"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947734914780303413) 2025-07-22 19:06:05 UTC 6007 followers, XXX engagements


"First ZYN slip in X yrs Q2 US shipments fell from XXX M to XXX M units (5.9% QoQ) after a +900% surge since XX (CAGR +52%). $PM shares are off X% premarket trading at 21X Fwd P/E & 7.2X EV/Sales with a juicy XXX% dividend yield. Heat not burn still a growth engine (ZYNs base is huge) and $PMI s pricing power + FCF should fuel XX% top line growth in FY25 just watch for normal seasonal pullbacks"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947652498103095799) 2025-07-22 13:38:35 UTC 6016 followers, 1011 engagements


"@TheLongInvest Not every wobble warrants a buy. Cash is ammo deploy it when the odds tip in your favor not every pullback"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948440590036693395) 2025-07-24 17:50:11 UTC 6045 followers, 2147 engagements


"4/ $DLO DLocal DLocal is a payments processor helping global companies collect payments in emerging markets. Think Amazon or Netflix collecting money from users in Brazil India or Nigeria. Revenue has grown +29% and is expected to keep up that pace. P/S: XXX 💵 FCF/share: $0.07"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991786690924743) 2025-07-23 12:06:48 UTC 6050 followers, XXX engagements


"3.4 B daily users and XX % ROE grab eyeballs but heres the edge: $META holds $XX B cash yet it plans $64-72 B 2025 capex so every free dollar is headed for AI racks. Reality Labs is still burning $XXX B/qtr ( $XX B life-to-date) and the EU DMA ruling could dent EU ad rev in 2H. Trading at 22X XX EPS"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1942339027333792170) 2025-07-07 21:44:45 UTC 6009 followers, XXX engagements


"Nice base but the handle investors need to watch isnt on the chart its on the income statement. X things that make / break the $XXX roadmap: 1) Reg & fee pressure: SEC path + spot ETF trading spreads compressing take rates = key swing factor. 2) Mix shift: More staking subscription & infra revenue = multiple support; still XX% of revs needs to scale. 3) Crypto cycle beta: Pattern works if onchain volumes stay prior cycle highs; below $XXX avg daily rev runrate technicals stall. Trading plan: Above $XXX = trend intact; $XXX = failed breakout risk; long term invalidation back under $XXX (handle"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945455218415604196) 2025-07-16 12:07:23 UTC 6024 followers, 2157 engagements


"@Mr_Derivatives $TSLA s options are pricing in +/-7.5% but Q2 beats often spark 1012% moves. Watch two things: 1) Automotive gross margin vs. XX% consensus; 2) FSD/robotaxi update. A surprise on either could shatter that wedge to the upside"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948057795388969416) 2025-07-23 16:29:06 UTC 5994 followers, 1655 engagements


"$OSCR s guide isnt all sunshine expect a $200300 M op loss and MLR climbing to 8687% so margin pressure is real. But hitting $XX B in revenue for XX = XX% YoY growth once again 🔥 Growth engines are humming now the pivot is normalizing loss ratios toward XX% to unlock profits"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947610062299574701) 2025-07-22 10:49:58 UTC 6013 followers, 8373 engagements


"High inst. ownership = confidence and crowding risk. Before PLTR @ $X analogies check: - Medical loss ratio trend & pricing discipline into 2026 exchanges. - Admin expense scale vs member growth. - Capital adequacy / reg rate approvals. Cheap can stay cheap if underwriting slips. $OSCR"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945953101984190762) 2025-07-17 21:05:48 UTC 5920 followers, 8495 engagements


"Short squeeze season is here 💥 These names all have XX% short interest and catalysts coming: $RKT XX% $KSS XX% $WOLF XX% $INMB XX% $ALT XX% and $EOSE $ANAB $HIMS $BYND Tight float + big shorts + upcoming earnings/data = recipe for wild moves. Fasten your seatbelts"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947655268357030072) 2025-07-22 13:49:36 UTC 6050 followers, 3596 engagements


"Bold call but heres the reality check: 1) Scale mismatch: $BTC s $XXX trillion market cap vs. U.S. residential real estate at $XX trillion (global property $XXX trillion). Youd need a mammoth shift of capital to demonetize housing. 2) Financing & fundamentals: Homes are mostly bought with mortgages (7080% LTV) tied to local incomes interest rates and supply/demand. Crypto cant rewrite zoning laws or lift incomes. 3) Volatility gap: $BTC s annualized swings north of 7080% vs. housings XX% price gains plus X% rental yield. Youre trading reliable cash flow & leverage for pure price speculation."  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1949107078510891155) 2025-07-26 13:58:34 UTC 6048 followers, XXX engagements


"$MSCI s Index arm is pure SaaSstyle cash flow: XX% EBITDA margins 95%+ client retention and XX% revenue CAGR. It turns almost all of its $XXX M quarterly revenue into free cash for buybacks and dividends. At 16X EV/EBITDA for a regulated monopoly youre paying for defensible recurring growth"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947676478092513301) 2025-07-22 15:13:53 UTC 6016 followers, XXX engagements


"Smart money is buying $UNH sounds good on a graphic but 13Fs are XX days stale. Q2 prints were mostly before the CMS clawback headlines and the MLR spike. Current setup in plain English: - 13.5X XX EPS 0.7X EV/S X% FCF yield = cheapish. - But MLR is still drifting up Optum Insight growth slowed and audit noise isnt fully priced until we see 2026 MA rates. Interesting Yes. Obvious Nah. I want the MLR peak + rate clarity before I call it a layup"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948451154385666546) 2025-07-24 18:32:10 UTC 6048 followers, 2996 engagements


"$HOOD moving to XX% AIgenerated code could drive a 2X spike in dev throughput shave XX% off feature release cycles and cut engineering costs by 1520%. - Productivity: Faster build/test loops = quicker rollouts for new products (think fractional shares & crypto). - Quality: AI can catch catch 60%+ of syntax errors on the fly freeing engineers for higher leverage work. - Cost: XXX% AI tooling adoption suggests material savings on outsourcing/testing budgets. - Ecosystem: Tailwind for $MSFT s Copilot $GOOG s Gemini & cloud GPUs ( $AMZN) plus specialist platforms like $GTLB Watch devops KPIs &"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948047473735336081) 2025-07-23 15:48:05 UTC 6000 followers, XXX engagements


"Consistent baseline but $XXX M/quarter = XXX% share reduction a year just half the XXX% dividend yield and barely offsetting dilution from M&A and employee grants. Heres how Id think about real buyback alpha: - NAV premium/discount: step on the gas if BLKs NAV discount to US ETF peers widens XXX bps thats your opportunity zone. - FCF conversion: target XX% free cash flow conversion; if it holds bump repurchases to $XXX M+ in that quarter without starving the business. - AUM & fee margin stability: strong post-iShares AUM growth and stable fee margins give management the runway to be"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1949106342284726382) 2025-07-26 13:55:39 UTC 6048 followers, XXX engagements


"3 Broken but Growing Stocks Where Insiders Just Plunked $10M+ of Their Own Cash Forget stock based comp. Forget 10b5-1 plans. This is real open market buying from the people with the most to lose and the best information. All X stocks are bruised . (Ok maybe $SOFI isnt lately lets call it momentum bruised. 😅). But theyre still compounding. Heres the list: 👇"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944751649307738423) 2025-07-14 13:31:39 UTC 6046 followers, 5578 engagements


"📊 $FOUR posted XX% revenue growth XX% EBITDA margins and $71M in free cash flow. 💥 Founder stepping back to prep for NASA. 📈 Stock +12% 📉 Still trades at 8.7X NTM EBITDA while peers sit at 3050x. This is what real compounding looks like. Heres the full breakdown👇👇"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1917596431541588245) 2025-04-30 15:06:31 UTC 5974 followers, 1533 engagements


"HSBCs +128% YoY ASIC rev call to $XXXX B is eye watering but two things to watch: 1) ASP stickiness once Googles TPU ramp peaks vs. post-hype destocking 2) Broadcoms end-market mix (networking enterprise auto) beyond hyperscale AI 70%+ gross margins & sub 18X EV/EBITDA still look attractive. $AVGO"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946602349746594215) 2025-07-19 16:05:40 UTC 6041 followers, 1349 engagements


"AI-DC gear may grow XX % CAGR but value capture is lopsided. - Silicon & advanced packaging = XX % of system BOM; $NVDA / $TSM own the toll booths. - Power & cooling capex could top $XXX B by 2030 watch $ORCL (Stargate deals) $NUE for plate & rack steel Vertiv for liquid cooling. - Hyperscalers self-fund most racks so the pure play list is short; hardware makers with recurring software attach (Nvidias CUDA $AMD ROCm Broadcoms Switch+SDK) see the goldmine OEM box-builders dont. Owning the choke points not just riding the CAGR is what compounds"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1942676182371053604) 2025-07-08 20:04:29 UTC 6044 followers, 5820 engagements


"1/ $TKO The UFC + WWE empire $TKO owns two of the biggest global sports entertainment brands: UFC and WWE. They make money from media rights pay per view live events and merchandise. Revenue has grown +55% annually and is expected to grow another +63% next year. P/S: 4.8X 💵 FCF/share: $7.79"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991775454327241) 2025-07-23 12:06:45 UTC 6050 followers, XXX engagements


"Its deja vu from 2023. Today $XLV is +1.5% while $XLK is down 1.1%. After a XX% YTD pullback the sector now trades at 14X forward P/E vs a 20X 10yr avg XX year trough valuations. Meanwhile $UNH directors bought 200K shares in Q2 and $CI insiders added 120K per filings. Depressed sentiment + policy tailwinds + normalized utilization = prime setup for a turn"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947690985414132133) 2025-07-22 16:11:31 UTC 5912 followers, XXX engagements


"🧵 Markets look frothy. but there are STILL cheap growth stocks that are NOT burning cash. Most fast growing stocks are cash burning machines. These X are different: ✅ Revenue growth XX% ✅ Expected to grow XX% next year ✅ Trading under 5X sales ✅ Already free cash flow positive Real growth. Real profits. No hype. Lets break them down 👇"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991772472246590) 2025-07-23 12:06:45 UTC 6050 followers, 4381 engagements


"@fiscal_ai Amphenols XX% Q2 surge in communications solutions revenue reflects their dominant role in hyperscale data center buildouts. Strong free cash flow ($1.5 B H1) and net debt/EBITDA 1x fuel aggressive buybacks yet it trades 6.5X EV/Sales vs. peers at 8X $APH"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948025393534959808) 2025-07-23 14:20:21 UTC 6017 followers, XXX engagements


"Q2 XX consensus = $XX M revenue (38% YoY vs $XXX M in Q2 24) gross profit $XX M (62%) margin XX% Valuation = EV/Sales 1.7X (vs 4.2X a year ago); EV/EBITDA 21X Comps are brutal this quarter but that XXX = 73M drop is largely seasonal + high base effects Backlog & pipeline in EVbattery thermal management subsea insulation and semis tooling remains 1.5X current quarterly runrate Balance sheet is net cash/light debt and R&D investment is rolling off: stretches runway to cash flow breakeven likely by Q4 as comps ease in Q3 History shows $ASPN rebounds 23X when lumpy headwinds pass this setup may"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947647509825777994) 2025-07-22 13:18:46 UTC 5949 followers, XXX engagements


"Ultra low CR is great but remember why its here: massive rate actions + tighter underwriting after 2022 severity spike some frequency relief and bond yields juicing ROE. Two watch outs: regulator pushback slows future rate; peers will underprice to regain share. If $PGR can hold sub XX underlying CR while re accelerating written premium growth thats when you pay up. Until then Id fade best insurer superlatives and track: rate approvals policy growth cat load vs quota and reserve development. Strong operator still a cycle"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945483152891244670) 2025-07-16 13:58:23 UTC 6012 followers, XXX engagements


"$GOOG $GOOGL has a XX% shot at a double beat (EPS $XXXX vs. $XXXX rev $94B vs. $84B) fueled by 12%+ ad growth XX% cloud surge & AI tailwinds YouTube ad strength & Gemini AI rollout Options imply a X% post earnings move"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948052487413313922) 2025-07-23 16:08:00 UTC 6050 followers, 5257 engagements


"@saxena_puru Exactly. The winners are the choke points: $NVDA s silicon IP $TSM s CoWoS capacity Vertivs liquid-cooling gear $ORCL s energy contracted DC campuses and $NUE s low cost plate steel. Volume lifts all boats but durable margin lives where replacement is hardest"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1942678648328270169) 2025-07-08 20:14:17 UTC 6019 followers, 1424 engagements


"A quick edge screen on those five: $AAL: 12X EV/EBITDA XX% FCF yield guiding X % RASM growth = best risk/return in U.S. carriers $DAL: X EV/EBITDA XX % ancillary rev 2.5X net leverage = midcycle rebound play $JBLU: 0.8X EV/Sales sub20 % breakeven load factor = high beta leverage to pax growth $GRAB: 5.6X EV/Sales XX % adj. EBITDA margin XX % service take rate = path to cash flow breakeven $ONTO: XX % sub renewal XX % EBITDA margin $XXX /veh ARPU = niche auto subscription compounding"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947271413078843857) 2025-07-21 12:24:18 UTC 6045 followers, 1049 engagements


"Price writes the narrative is catchy until you dig into the real drivers: $GOOG - Ad rev +12% YoY Cloud ARR $XX B (+30% YoY) - Op margins XX% FCF $XX B/year (20% FCF yield) Narrative flip at $150=$190 came on solid growth and margin inflect. $SOFI - Lending rev +60% YoY Deposits $XX B (+150% YoY) - Nearing positive EBITDA on 20%+ ROE Its not just a bank its breakeven fintech in a low rate cycle. $UNH - XX M MA members (+10% CAGR) $XXX B rev $XX B FCF (9% yield) - Optum EBITDA +30% YoY True rerate catalyst = MLR roll-off XX% & 2026 MA rate clarity not a ticker price. Stop diagnosing price"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948657414057685108) 2025-07-25 08:11:46 UTC 6048 followers, 2208 engagements


"Healthcare = biggest employer doesnt equal $UNH = safe. What matters for $UNH - MLR trend (guiding 8687% FY25 needs to peak & roll) - 2026 MA rate setting & RADV clawbacks - Optum rev/EBITDA reaccel after the hack slowdown At 0.7X EV/S & 13.5X fwd P/E its cheapish but the rerate only comes when margins stabilize XX% MLR and Optum grows mid teens again. The map is noise the P&L is the signal"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948461393570922877) 2025-07-24 19:12:51 UTC 6048 followers, 1335 engagements


"Cute anecdote but lets unpack what really mattered at $XXX in mid 2015: - AWS inflection: Cloud revenue was accelerating north of XX% YoY setting AWS up to hit $XX B+ run-rate in 2016. - Retail margins: Prime adoption drove operating leverage retail op margin was climbing through the mid-single digits. - Valuation context: $AMZN traded 15X EV/EBITDA with a X% FCF yield (post CapEx) at that price. The XXX WMA was just wallpaper a lagging indicator. The real edge came from spotting AWS growth inflect and improving cash flows. Next time you chase a moving average buy signal overlay the"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1949105882995863552) 2025-07-26 13:53:49 UTC 6050 followers, 1339 engagements


"CAPEX alone is vanity ROI per dollar spent is the real moat: AWS: $X rev per $X capex Azure: $X GCP: $XXX Everyone else: $X That efficiency gap locks out competitors. If you cant build hyperscale rent the infrastructure: - Datacenter REITs ( $EQIX $DLR ) - Power & cooling ( $AES Digital Cooling) - Networking & interconnect (CIEN II-VI) Position for the ecosystem not just the spend"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944835157078499429) 2025-07-14 19:03:29 UTC 5947 followers, XXX engagements


"Cant wait to see this hit real world devices were talking sub-10ms inference on your phone factory floor robots steering themselves even AR glasses that dont need the cloud. Look at Qualcomms new NPU powered Snapdragon Apples Neural Engine and edge-first players like Blaize (BZAI) and Lattice (LSCC) already shipping tiny low power cores. If 5G indoor networks roll out we could see sub 1W AI inference everywhere this year. Edge AI is about to go mainstream"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948097919661564233) 2025-07-23 19:08:32 UTC 5993 followers, XXX engagements


"@TheLongInvest $TGT still under that $XXX buy zone = XXX% fwd yield + 50+yr dividend growth streak. Q1 comps -XXX% but digital +4.7%; shrink improving & mgmt returning cash ($2B to buybacks + $0.75B divs). If sentiment turns re-rate toward 200WMA mid $150s = solid R/R"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945860967817982376) 2025-07-17 14:59:41 UTC 5977 followers, 1569 engagements


"2/ $MU Micron Technology Micron makes DRAM and NAND memory chips which are essential for AI cloud and smartphones. Theyre benefiting from the rebound in semiconductor pricing. Revenue is bouncing back +36% with +47% more growth expected in 2025. P/S: XXX 💵 FCF/share: $1.68"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947991779153719335) 2025-07-23 12:06:46 UTC 6050 followers, 1039 engagements


"Oscars top line momentum is real (membership +30 % YTD) but the math on medical loss ratio still rules the P&L: - MLR every XXX bps above XX % = -$0.200.25/share hit to EBIT. - Covid deferral unwind + GLP-1 adoption add XXX bps to industry MLR this year; $UNH & $HUM both flagged it again on calls. - Street already baking in a step down to XX % for 2026; if that slide stalls the $XX thesis drops to the low 20s. The tradeoff: - XX % rev growth platform youre paying 1.2X XX EV/S vs. peers at 0.9X If management keeps unit cost growth premium trend in the Q4 bid cycle multiple expansion can stick;"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1948088672324063460) 2025-07-23 18:31:47 UTC 5994 followers, 1929 engagements


"@SpecialSitsNews Better trade: $STCK.TO (Stack Capital). Latest reported BVPS C$12.06 gives you a basket of latestage privates: SpaceX (18%) / Canva (11%) / Locus Robotics / Hopper / CoreWeave / Prove / Shield AI + cash without shelling out 5X NAV"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945501484910596462) 2025-07-16 15:11:14 UTC 5919 followers, XXX engagements


"A XX yr share count cut is sexy but its only half the story. Real edge comes from digging into the quality and economics of those buybacks: X. Buyback Yield (Buybacks FCF) AutoZone: XXXX % cut = X % annual buyback yield on average FCF = +7 % EPS CAGR from buybacks alone. OReilly: XXXX % cut but only X % FCF yield = less bang for your buck. X. Incremental ROIC on Repurchases $AAPL: XXXX % cut at sub cost of capital levels Danger zone if ROIC WACC. $MSCI/ $NVO: moderate share cuts but high ROIC ( XX %) = every $X bought back returns $1.25+. X. Balance Sheet Cushion (Net Debt FCF) $LOW & $ORLY"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947291605397835915) 2025-07-21 13:44:32 UTC 6016 followers, XXX engagements


"@Beth_Kindig X GW + X M GPUs = XXX kW per GPU = implies XXX k servers (4 GPUs/server) At $XX k ASP thats $XX B in $NVDA chip revenue alone Add $MSFT s cloud margins & Oracles datacentre ops and were looking at a $4050 B AI infrastructure market emerging now"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947665569697640535) 2025-07-22 14:30:32 UTC 5995 followers, XXX engagements


"Almost too clean: 4-baggers & 6-baggers in less than X months. $SEZL & $DAVE werent lucky. They were mispriced + catalyst-loaded bets. You dont have to swing at every pitch just size up when: 🔎 Valuation is broken 📈 Inflection is obvious 🧠 Consensus misunderstands You can catch multi-baggers in public markets. But you need edge not noise"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1939370780233757170) 2025-06-29 17:10:00 UTC 6045 followers, 21.4K engagements


"Healthcare at 16X forward P/E vs 22X S&P median a XX pp discount vs history. Bottomdecile sector valuations have delivered X pp excess returns over X yrs. Playbook $UNH: EV/EBITDA 8.4X FCF yield XX% $OSCR: EV/Sales 0.2X XX %+ revenue CAGR 2427 $CI: FCF yield XX% dividend X% $ELV: P/E 11.8X Execution: allocate XX % large caps / XX % high beta names; rebalance quarterly; monitor policy & pipeline catalysts. Discipline bravado"  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947202460864709111) 2025-07-21 07:50:18 UTC 5979 followers, 3826 engagements


"Rumor or not heres the underwriting math investors should demand before frontrunning $HIMS: Deal terms matter more than sticker. Cash vs stock Earnouts tied to scripts / retention $300M headline can equal far less (or more) EV after structure. Gross margin mix. ZAVAs EU telehealth regs + pharmacy fulfillment could run lower GM than $HIMS U.S. DTC subs; integration can dilute near term unless scale drops COGS. CAC & crosssell test. Key KPI postclose: blended customer acquisition cost and attach of higher margin subscription addons across the combined base. If CAC/CLV improves deal self funds."  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945468344733151375) 2025-07-16 12:59:33 UTC 6001 followers, 4088 engagements


"3/ $UNH UnitedHealth Group Insider buy: CEO Stephen Hemsley & multiple directors collectively bought $25M+ of stock in May-June 2025 during peak regulatory panic. Growth snapshot: Q1 2025 revenue: $109.6B (+9.8% YoY) EBITDA: $10.18B (+14.0% YoY) EPS still compounding XX% long-term Gross profit: $23.7B (+3.34% YoY) Forward P/E: 13.8X after -XX% X month drawdown Why its broken: DOJ probe tech-driven care fears market overreaction. Shares off XX% from highs. Why insiders are piling in: Theyve seen this movie before. $UNH prints predictable EPS growth and dominates payer + provider rails. Panic ="  
![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1760732748925263872.png) [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944751660468727868) 2025-07-14 13:31:42 UTC 6013 followers, 4496 engagements