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# ![@PetruGabriel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::57001082.png) @PetruGabriel Gabriel Lupu's Value & Income

Gabriel Lupu's Value & Income has been posting about various stocks, sharing fair value estimates from sources like Gurufocus, Morningstar, and Fastgraphs. The posts indicate which stocks are considered overvalued or undervalued, with some, like $GIS, $GPN, and $SYY, appearing to be fairly valued or potentially interesting for investment. Lupu also shares his own opinions on stocks, such as $MELI and $EBAY, which he is not interested in due to being overvalued.

### Engagements: XXX [#](/creator/twitter::57001082/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::57001082/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +977%
- X Year XXXXXXXXX +49,032%

### Mentions: XX [#](/creator/twitter::57001082/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::57001082/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +1,180%
- X Year XXXXX +9,777%

### Followers: XXXXX [#](/creator/twitter::57001082/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::57001082/c:line/m:followers.svg)

- X Week XXXXX -XXXX%
- X Month XXXXX +7.30%
- X Months XXXXX +151%
- X Year XXXXX +214%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::57001082/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::57001082/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$ttd](/topic/$ttd) #22, [$nvo](/topic/$nvo) #71, [ark](/topic/ark) #796, [weight loss](/topic/weight-loss) #867, [$ajg](/topic/$ajg) #9, [arthur](/topic/arthur) #398, [$pypl](/topic/$pypl) #1021, [$saro](/topic/$saro) 2.44%, [$legn](/topic/$legn) 2.44%, [$bili](/topic/$bili) #8

**Top accounts mentioned or mentioned by**
[@valuesenseio](/creator/undefined) [@invesquotes](/creator/undefined)

**Top assets mentioned**
[Trade Desk, Inc. (TTD)](/topic/$ttd) [Novo-Nordisk (NVO)](/topic/$nvo) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [StandardAero, Inc. (SARO)](/topic/$saro) [Onto Innovation Inc. (ONTO)](/topic/$onto) [UnitedHealth Group (UNH)](/topic/$unh) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Credicorp LTD (BAP)](/topic/$bap) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Orla Mining Ltd. (ORLA)](/topic/$orla) [Iqvia Holdings Inc (IQV)](/topic/iqvia-holdings-inc) [Prudential Financial Inc (PRU)](/topic/prudential-financial-inc) [The XX% Community (99)](/topic/$99) [Motorola Solutions Inc (MSI)](/topic/motorola) [monkey shit inu (MSI)](/topic/$msi) [Realty Income Corp (O)](/topic/realty-income-corp) [KE Holdings Inc. American Depositary Shares (BEKE)](/topic/$beke) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Tetra Tech Inc (TTEK)](/topic/$ttek) [Stantec, Inc. (STN)](/topic/$stn) [39a.fun (39A)](/topic/$39a) [Ares Capital, Corp. (ARCC)](/topic/ares-capital-corp) [Unity Software, Inc. (U)](/topic/unity-software-inc)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ONTO fair value: Gurufocus: $XXX Morningstar: $XXX Fastgraphs: $XX Onto Innovation Inc trades at $XXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1986449242312089852)  2025-11-06T15:03Z 2357 followers, 1011 engagements


"$UNH used SMA5 as support. lets see if we can create a higher high tomorrow"  
[X Link](https://x.com/PetruGabriel/status/1996692196767178754)  2025-12-04T21:24Z 2356 followers, 1470 engagements


"Tweet X (CTA)Do you trust Cathie's timing on this one A) Yes $TTD is a steal at $30s. B) No catching knives is dangerous. Retweet and let me know 🔄 Follow for more fund flow updates. 📉📈"  
[X Link](https://x.com/PetruGabriel/status/1996927638452294140)  2025-12-05T13:00Z 2355 followers, XXX engagements


"$AJG fair value: Gurufocus: $XXX Morningstar: $XXX Fastgraphs: $XXX Arthur J. Gallagher & Co trades at: $XXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1983936937246220456)  2025-10-30T16:40Z 2356 followers, 1197 engagements


"Arthur J. Gallagher $AJG Q3 2025 Earnings Earnings Miss Adj. EPS: $XXXX (vs $XXXX est.) Revenue Miss Sales: $2.92B (vs $3.45B est.) -X% after hours"  
[X Link](https://x.com/PetruGabriel/status/1984006404362137894)  2025-10-30T21:16Z 2356 followers, XXX engagements


"$TTD fair value: Gurufocus: $117$ Morningstar: $XX Fastgraphs: $XX The Trade Desk Inc trades at $XX Take: Very very very interested. XX% of my portofolio is $TTD so yeah im interested"  
[X Link](https://x.com/PetruGabriel/status/1986444711570104787)  2025-11-06T14:45Z 2356 followers, 11.3K engagements


"$FLUT fair value: ValueSense: $XXX Gurufocus: $XXX Morningstar: $XXX Fastgraphs: $XXX Flutter Entertainment trades at $XXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1988615767659520130)  2025-11-12T14:32Z 2356 followers, 1937 engagements


"$BAP fair value: ValueSense: n/a Gurufocus: $XXXXXX Morningstar: $XXX Fastgraphs: $XXX Credicorp Ltd trades at $XXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1988985959241720260)  2025-11-13T15:03Z 2356 followers, XXX engagements


"🧵 Thread: The "Contrarian" Bet on $TTD Tweet X (The Hook)🚨 BREAKING: Cathie Wood is catching the falling knife. ARK Invest just executed its BIGGEST buy of the day: The Trade Desk ($TTD). 204000+ shares acquired $7.9M deployed High conviction add for $ARKK & $ARKW Is the bottom finally in for AdTech 👇 #Stocks #TTD #CathieWood #Investing"  
[X Link](https://x.com/PetruGabriel/status/1996927048820957236)  2025-12-05T12:58Z 2356 followers, 2890 engagements


"Tweet X (The Risk) This isn't a risk-free trade. Ad spend is cyclical. Big competitors (Amazon) are hungry. Valuation (P/E) is still premium despite the drop. But if the ad market rebounds in 2026 getting in at $XX could look like a masterstroke"  
[X Link](https://x.com/PetruGabriel/status/1996927446650699929)  2025-12-05T12:59Z 2356 followers, XXX engagements


"Tweet X (Summary) The Trade Desk ($TTD) Snapshot: ✅ Leader in Programmatic/CTV ❌ Down 60%+ YTD ✅ ARK buying heavily into the fear "Be greedy when others are fearful." Warren Buffett (and apparently Cathie Wood)"  
[X Link](https://x.com/PetruGabriel/status/1996927547901194635)  2025-12-05T13:00Z 2355 followers, XXX engagements


"Day X of my December Options Challenge. XX% of the goal achieved. You have a X day free trial in case you want to check it out. $NVO $TTD $PYPL"  
[X Link](https://x.com/PetruGabriel/status/1998682943544246464)  2025-12-10T09:15Z 2356 followers, XXX engagements


"Thread 🧵 $NVO just released Phase X data for Amycretin their next-gen obesity & diabetes candidate. The headline number14.5% weight loss at XX weeksis impressive but the context matters even more. Here is a balanced look at the data the mechanism and the risks ahead. 👇"  
[X Link](https://x.com/PetruGabriel/status/1998690094631342561)  2025-12-10T09:43Z 2355 followers, XXX engagements


"$ORLA fair value: ValueSense: N/A Gurufocus: $XXXXX Morningstar: $XXXX Fastgraphs: $XXXXX Orla Mining Ltd trades at $XXXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1987994422911660325)  2025-11-10T21:23Z 2358 followers, XXX engagements


"$SARO Q3: Don't let the "EPS Met" headline fool you. This is an explosion. Sales: $1.5B (Beat +20.3% YoY) Adj. EPS: $XXXX (Met est but +233% YoY 🤯) FY25 Guide: RAISED The stock is only up XXX% AH but these numbers show massive acceleration in both sales and profitability. #Earnings #SARO"  
[X Link](https://x.com/PetruGabriel/status/1988039349229822067)  2025-11-11T00:21Z 2358 followers, XXX engagements


"$LEGN fair value: ValueSense: $XXXX Gurufocus: $XXX Morningstar: $XXXXX Fastgraphs: $XXXXX Legend Biotech Corp trades at $XXXXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1988354545869566339)  2025-11-11T21:14Z 2358 followers, 1277 engagements


"$LEGN Q3: This is a "Revenue Miss" that's actually a massive bull signal. Sales: $272.3M (+70% YoY) Adj. EPS: $(0.05) (Smashes est. of $(0.10) 🤯) They missed a (clearly too high) sales estimate while still growing 70%. More importantly the EPS loss shrank by XX% YoY. This is the "path to profitability" happening in real-time. #LEGN #Earnings"  
[X Link](https://x.com/PetruGabriel/status/1988601000102384002)  2025-11-12T13:33Z 2358 followers, XXX engagements


"🚨 NOVO NORDISK: The XX% Upside Case 🚨 Berenberg just reiterated a BUY rating on $NVO. Here is the breakdown of why the stock might be cheaper than it looks: 🎯 The Target: DKK XXX (27% upside from DKK XXX levels). The Thesis: The market is obsessed with current sales (Wegovy/Ozempic) but is undervaluing the pipeline: Amycretin: The next-gen weight loss drug. Oral Formulations: The key to mass adoption. The Valuation: Premium multiples are scary but $NVO has the R&D track record to back it up. Current pricing treats future blockbusters conservatively. Price Action: 📈 +3% in Copenhagen"  
[X Link](https://x.com/PetruGabriel/status/1996925682345992470)  2025-12-05T12:52Z 2358 followers, XXX engagements


"$IQV fair value: Gurufocus: $XXX Morningstar: $XXX fastgraphs: $XXX IQVIA HOLDINGS INC trades now at $220"  
[X Link](https://x.com/PetruGabriel/status/1983108592678183218)  2025-10-28T09:48Z 2359 followers, XXX engagements


"$PRU fair value: Gurufocus: $XXX Morningstar: $XX Fastgraphs: 209$ Prudential Financial Inc trades now at $XXX Take: Not interested"  
[X Link](https://x.com/PetruGabriel/status/1983579583409758674)  2025-10-29T17:00Z 2358 followers, XXX engagements


"$MSI fair value: Gurufocus: $XXX Morningstar: $XXX Fastgraphs: $XXX Motorola Solutions Inc trades at $XXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1983936182284120327)  2025-10-30T16:37Z 2357 followers, XXX engagements


"$O fair value: Gurufocus: $XX Morningstar: $XX Fastgraphs: $XXXX Realty Income Corp trades at $XXXXX Take: Interested. Below $XX ill sell puts aggresively"  
[X Link](https://x.com/PetruGabriel/status/1985356289606930681)  2025-11-03T14:40Z 2359 followers, 1292 engagements


"$INOD fair value: Gurufocus: $XX Morningstar: $XX Fastgraphs: $XX Innodata Inc trades at $XX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1986450248047509777)  2025-11-06T15:07Z 2357 followers, 2145 engagements


"$BEKE fair value: ValueSense: N/A Gurufocus: $XXXXX Morningstar: $XX Fastgraphs: $XXXXX KE Holdings Inc trades at $XXXX Take: Not Interested. Under $XX i will become interested"  
[X Link](https://x.com/PetruGabriel/status/1987552526342697456)  2025-11-09T16:07Z 2357 followers, XXX engagements


"$SARO fair value: ValueSense: $XXXX Gurufocus: N/A Morningstar: $XX Fastgraphs: $XXXXX StandardAero Inc trades at $XXXXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1987909865721733611)  2025-11-10T15:47Z 2358 followers, XXX engagements


"$TDG fair value: ValueSense: $1083 Gurufocus: $1405 Morningstar: $1430 Fastgraphs: $XXX TransDigm Group Inc trades at $1288 Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1988354042574090483)  2025-11-11T21:12Z 2359 followers, 1151 engagements


"$TTEK fair value: ValueSense: $XXXX Gurufocus: $XXXXX Morningstar: $XXXXX Fastgraphs: $XXXX Tetra Tech Inc trades at $XXXXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1988616773806231700)  2025-11-12T14:36Z 2358 followers, XXX engagements


"$STN fair value: ValueSense: $XXXX Gurufocus: $XXXXX Morningstar: $XX Fastgraphs: $XX Stantec Inc trades at $XXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1988994261799354499)  2025-11-13T15:36Z 2358 followers, XXX engagements


"Tweet X (The Context)Context is King. 👑 $TTD has been absolutely hammered in 2025. The stock is trading near $39a massive reset from its 52-week highs ($130+). Wall Street panicked over slowing growth and competition from Amazon/Google. Cathie sees a discount"  
[X Link](https://x.com/PetruGabriel/status/1996927188025667915)  2025-12-05T12:58Z 2358 followers, XXX engagements


"Tweet X (The Thesis) Why buy now Despite the price crash $TTD remains the premier independent DSP (Demand Side Platform). As advertisers flee "Walled Gardens" (like FB/Google) for the Open Internet (CTV Audio) The Trade Desk is the toll booth for that traffic. ARK is betting the fundamentals the fear"  
[X Link](https://x.com/PetruGabriel/status/1996927275535573037)  2025-12-05T12:58Z 2358 followers, XXX engagements


"$ARCC fair value: Gurufocus: $XXXXX with a bonus warning: possible value trap :)) Morningstar: $XXXXX Fastgraphs: $XXXX ARES CAPITAL CORP trades now at $XX but with the warning from gurufocus im not interested. Ill do a little more research about it"  
[X Link](https://x.com/PetruGabriel/status/1983102373032759518)  2025-10-28T09:23Z 2357 followers, XXX engagements


"$U fair value: Gurufocus: $XXXXX Morningstar: $XX Fastgraphs: $XX Unity Software Inc trades at $XXXXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1985818837661422063)  2025-11-04T21:18Z 2357 followers, 1039 engagements


"$TME fair value: ValueSense: $XXXX Gurufocus: $XXXXX Morningstar: $XX Fastgraphs: $XXXXX Tencent Music Entertainment Group trades at $XXXXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1988352784337666398)  2025-11-11T21:07Z 2357 followers, XXX engagements


"$BILI fair value: ValueSense: $XXXX Gurufocus: $XXXXX Morningstar: $XX Fastgraphs: $XXXXX Bilibili Inc trades at $XXXXX Take: Not Interested"  
[X Link](https://x.com/PetruGabriel/status/1988723728528593018)  2025-11-12T21:41Z 2357 followers, XXX engagements


"This isn't just a solid quarter. This is the "pivot-to-profitability" quarter that $BILI investors have been waiting years for. The company has been a notorious cash-burner and the street was bracing for another loss (estimates were around -$0.05 per share). Posting a $XXXX adjusted profit and $65.9M in GAAP net income is a total game-changer. It proves the model can actually make money. And you nailed the "why": that XX% surge in ad revenue is the engine. They've finally done itthey've pivoted from relying on gaming to being a diversified high-growth ad platform. The XX% pop in the"  
[X Link](https://x.com/PetruGabriel/status/1988917303547773276)  2025-11-13T10:30Z 2357 followers, XXX engagements


"1/8 The Data vs. Current Standard 📊 Amycretin showed a XXXX% weight reduction at XX weeks. Context: Wegovy (Semaglutide) typically reaches XX% at XX weeks. Zepbound (Tirzepatide) hits higher numbers but is a dual agonist (GLP-1/GIP). Amycretin appears to be matching Wegovys efficacy in roughly half the time. Promising but lets look at how"  
[X Link](https://x.com/PetruGabriel/status/1998690136406577242)  2025-12-10T09:43Z 2357 followers, XXX engagements


"2/8 Mechanism of Action 🧬 Amycretin is a co-agonist targeting GLP-1 and Amylin. GLP-1: Satiety & insulin secretion. Amylin: Gastric emptying & glucagon suppression. Unlike Lillys approach (GLP-1 + GIP + Glucagon) Novo is betting on Amylin as the ideal partner for GLP-1 to minimize side effects while boosting efficacy"  
[X Link](https://x.com/PetruGabriel/status/1998690197794427148)  2025-12-10T09:44Z 2357 followers, XXX engagements


"5/8 Cautionary Notes (The Risks) ⚠ Safety/Tolerability: Dual agonists often come with higher nausea/GI side effect rates. Drop-out rates in Phase X will be the real test. Durability: Does the weight loss plateau after XX weeks or does it continue We need longer-term data. Muscle Mass: Rapid weight loss raises concerns about lean muscle loss"  
[X Link](https://x.com/PetruGabriel/status/1998690409682186450)  2025-12-10T09:45Z 2357 followers, XXX engagements


"6/8 Strategic Importance 🗺 For $NVO this is about pipeline diversification. Relying solely on Semaglutide carries patent and competition risk. Developing a proprietary Amylin-based combination extends their IP runway and offers an alternative for non-responders to standard GLP-1s"  
[X Link](https://x.com/PetruGabriel/status/1998690457790865808)  2025-12-10T09:45Z 2357 followers, XXX engagements


"Check my December Challenge. Already XX% of the challenge accomplished. Main focus is not to give away anything. $NVO $TTD $PYPL. Today i closed my TTD calls for $XXX. Lets go"  
[X Link](https://x.com/PetruGabriel/status/1998869623060697314)  2025-12-10T21:37Z 2356 followers, XXX engagements