[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.] #  @SCapStrategist The Small Cap Strategist The Small Cap Strategist posts on X about upside, stockmarket, inn, longterm the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1928027116668428289/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +127% ### Mentions: XX [#](/creator/twitter::1928027116668428289/posts_active)  - X Week XX +28% - X Month XX -XXXX% ### Followers: XXX [#](/creator/twitter::1928027116668428289/followers)  - X Week XXX +4.20% - X Month XXX +132% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1928027116668428289/influencer_rank)  ### Social Influence [#](/creator/twitter::1928027116668428289/influence) --- **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [upside](/topic/upside), [stockmarket](/topic/stockmarket) #1287, [inn](/topic/inn), [longterm](/topic/longterm), [discount](/topic/discount), [profitable](/topic/profitable), [built on](/topic/built-on), [balance sheet](/topic/balance-sheet) #1975, [china](/topic/china), [german](/topic/german) **Top assets mentioned** [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts [#](/creator/twitter::1928027116668428289/posts) --- Top posts by engagements in the last XX hours "Get the UK's #1 hotel chain Premier Inn for FREE The market misprices Whitbread (WTB) ignoring its 5bn property portfolio & huge German growth engine. Our report shows a 30%+ conservative upside. Full article link in profile. Thread👇 #WTB #PremierInn #StockMarket #ValueInvesting #Hotels" [X Link](https://x.com/SCapStrategist/status/1977163776224022570) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XXX engagements "Whitbreads moat is wide: X. Brand Power: Premier Inn is synonymous with value/trust. X. Direct Distribution: They largely bypass OTAs saving 15-25% in commissions. X. Scale: Cost advantages too big for competitors to match" [X Link](https://x.com/SCapStrategist/status/1977163796826161360) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XXX engagements "Whitbread is a classic case of short-term pain obscuring long-term gain. The mispricing is extreme. With a clear path to expansion margin growth and significant shareholder returns (2bn by FY30 ) our XXXXX price target is just the start" [X Link](https://x.com/SCapStrategist/status/1977163800852709579) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XX engagements "New report out on Andritz AG We see an undervalued industrial leader pivoting to high-growth high-margin Green Tech (Green Hydrogen Carbon Capture). Trading at a deep discount to peers. Full report link in profile #ANDRITZ #GreenTech #ValueInvesting #IndustrialEngineering" [X Link](https://x.com/SCapStrategist/status/1971354214850027837) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XXX engagements "@evfcfaddict Thank you so much for the mention $ANDR.VI is for sure a solid company" [X Link](https://x.com/SCapStrategist/status/1975566958860063203) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-07T14:20Z XXX followers, 1206 engagements "Kitwave Group (AIM:KITW) has a 15-year revenue growth of XX% annually but trades at just 8.6x forward earnings. A resilient business at a cyclical price. Dive into our full exclusive deep-dive on this proven winner Full article link in profile. #SmallCapStocks #ValueInvesting #UKStocks #AIM $KITW" [X Link](https://x.com/SCapStrategist/status/1976382469059326341) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-09T20:21Z XXX followers, 2112 engagements "Whitbreads X billion freehold property value is nearly equal to its entire market cap. You get the profitable UK hotel business a fortress built on the trusted Premier Inn brand for next to nothing. Thats an insane margin of safety" [X Link](https://x.com/SCapStrategist/status/1977163782766895555) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XX engagements "Germany is XX% larger & highly fragmented. Whitbread has invested XXX billion to become a dominant player & is set to turn profitable in FY26. The market gives this zero value a FREE call option on massive long-term upside" [X Link](https://x.com/SCapStrategist/status/1977163786675962244) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XX engagements "Management's Accelerated Growth Plan (AGP) is the key catalyst. They're converting 100+ low-return restaurants into 3500 high-margin hotel rooms. This intelligent capital recycling is designed to add at least XXX million incremental profit by FY30" [X Link](https://x.com/SCapStrategist/status/1977163791545593978) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T00:05Z XXX followers, XX engagements "$MSTR: An "inevitable convergence to zero" Our report breaks down Michael Saylor's 'Intelligent Leverage' as a 'Perpetual Dilution Machine' and predicts the endgame for common shareholders. The core issue It's all built on sand. Full article link in profile. Thread👇 #MicroStrategy #MSTR #Bitcoin #BTC #Saylor" [X Link](https://x.com/SCapStrategist/status/1977502769658449947) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-12T22:32Z XXX followers, XXX engagements "The consensus said U.S. Coal is dead. Then Q2 2025 earnings arrived. X of X major coal producers decisively beat analyst expectations exposing the flaw in the 'terminal decline' narrative. This isn't a fluke it's a Supercycle Setup. Full article link in profile. #Coal #Investing #Contrarian #ValueStocks #Q2Earnings" [X Link](https://x.com/SCapStrategist/status/1977870786296746060) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-13T22:55Z XXX followers, XXX engagements "This market breakdown creates two unique opportunities: X. Ramaco (METC): A cash-flowing coal company with a $1.2B REE (Rare Earth Elements) call option the market is ignoring. X. Alpha Metallurgical (AMR): A deep-value case with a pristine balance sheet & a coiled-spring share buyback catalyst" [X Link](https://x.com/SCapStrategist/status/1977870795423559685) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-13T22:55Z XXX followers, XXX engagements "Lam Research ($LRCX) snapped back with record $18.44B revenue in FY2025 after a sharp downturn. Is the market giving it enough credit for the AI-driven structural tailwind Full article link in profile. Thread #Semiconductors #LRCX #AI #StockMarket #Investing" [X Link](https://x.com/SCapStrategist/status/1979260825517900021) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-17T18:58Z XXX followers, XXX engagements "Lam's real moat is rising complexity (GAA 3D NAND) demanding more etch/deposition tools. They're winning key tech "inflections" which triples their market opportunity in some areas. Plus 1/3 of revenue is steady recurring services" [X Link](https://x.com/SCapStrategist/status/1979260828109906210) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-17T18:58Z XXX followers, XX engagements "The $600B chip sector is the unseen backbone of the modern world now at the heart of geopolitical rivalry. Our deep dive breaks down the global chip war the rise of China and the path to a $1T market by 2030. Full article link in profile. Thread #Semiconductors #AIBoom #TechInvestment #ChipWar" [X Link](https://x.com/SCapStrategist/status/1978577619382878465) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-15T21:43Z XXX followers, XXX engagements "The supply chain is ultra-globalized but production is highly concentrated. Taiwan holds XX% of advanced chip capacity. This concentration risk is driving a massive government-incentivized reshoring push across the US EU Japan and Korea" [X Link](https://x.com/SCapStrategist/status/1978577623262306661) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-15T21:44Z XXX followers, XX engagements "China's semiconductor strategy is Offense & Defense. The defensive play is building self-reliance. The offensive play is flooding the market with subsidized mature-node chips (for EVs/renewables) to create reversed dependency on the West" [X Link](https://x.com/SCapStrategist/status/1978577627079467174) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-15T21:44Z XXX followers, XX engagements "The US responded with the CHIPS Act ($52B) and a "small yard high fence" export control strategy. This blocks China's access to: X. EUV lithography (ASML's monopoly) X. High-performance AI accelerators X. Critical EDA software" [X Link](https://x.com/SCapStrategist/status/1978577631223099703) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-15T21:44Z XXX followers, XX engagements "Andritz's Environment & Energy segment is now the most profitable division consistently delivering an EBITA margin above 10%. This high-margin unit focuses on green solutions like carbon capture and green hydrogen" [X Link](https://x.com/SCapStrategist/status/1971354218893091197) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XX engagements "Andritz's recurring high-margin Service business hit an all-time high accounting for XX% of revenue in 2024. This stable income stream is fundamentally de-risking the enterprise and improving earnings quality" [X Link](https://x.com/SCapStrategist/status/1971354222747676710) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XX engagements "The Metris platform featuring "Digital Twins" is key to Andritz's strategy. It optimizes plant reliability increases output by up to XX% and received the prestigious Microsoft Intelligent Manufacturing Award" [X Link](https://x.com/SCapStrategist/status/1971354229458563556) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XX engagements "Andritz trades at a P/E of 12.8x significantly lower than the peer average of 20.7x. With analysts forecasting XXXX% EPS growth annually a strong re-rating catalyst is in place" [X Link](https://x.com/SCapStrategist/status/1971354233300504904) [@SCapStrategist](/creator/x/SCapStrategist) 2025-09-25T23:20Z XXX followers, XXX engagements "$ANDR is an undervalued industrial gem that's quietly pivoting to Green Tech. Our deep-dive shows an excellent margin of safety and huge upside potential as the market re-rates its valuation. Full report link in profile #Investing #ValueInvesting #Stocks #StockMarket #GreenTech" [X Link](https://x.com/SCapStrategist/status/1976053450808168719) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-08T22:33Z XXX followers, 2957 engagements "The core thesis A market re-rating is coming. Andritz is moving to higher-margin secular growth segments like Hydropower and Environment & Energy plus a recurring Service business. Analyst consensus projects XX% upside" [X Link](https://x.com/SCapStrategist/status/1976053456701202523) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-08T22:33Z XXX followers, XXX engagements "Why is it undervalued The stock trades at a significant discount to peers. The P/E is XXXX vs. a peer average of XXXX. A clear valuation gap exists that we believe will close as the green tech pivot accelerates" [X Link](https://x.com/SCapStrategist/status/1976053466595238192) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-08T22:33Z XXX followers, XX engagements "Andritz operates with a "fortress" balance sheet and a consistent net cash position at 904.9m in 2024. This strong financial base and large 9.75bn order backlog provide excellent revenue visibility" [X Link](https://x.com/SCapStrategist/status/1976053471645155333) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-08T22:33Z XXX followers, XXX engagements "Current valuation implies a permanent impairment of prospects. The stock offers: X. Over X% Free Cash Flow Yield. X. Low Net Debt of 1.7x LTM EBITDA. X. Fragmentation makes it a "textbook case for a private equity buyout"" [X Link](https://x.com/SCapStrategist/status/1976382483575800013) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-09T20:21Z XXX followers, XXX engagements "The recent share price dip was triggered by temporary factors: integration delays a tax hike and weak consumer confidence. The market incorrectly extrapolated these transient issues into a long-term failure" [X Link](https://x.com/SCapStrategist/status/1976382486625255707) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-09T20:21Z XXX followers, XXX engagements "The surprise wasn't just operational. Two major structural forces are re-writing the script: X. A new Washington bill structurally reduced costs for producers. X. The AI Data Center boom is creating a massive non-linear demand shock for baseload power" [X Link](https://x.com/SCapStrategist/status/1977870790516191360) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-13T22:55Z XXX followers, XXX engagements "The main risks: China (35% of sales) & cyclicality. Lam trades at 27x NTM P/E cheaper than ASML but dearer than AMAT offering a "Goldilocks" scenario. Do the secular AI tailwinds outweigh the geopolitical turbulence Read our full analysis" [X Link](https://x.com/SCapStrategist/status/1979260830651732033) [@SCapStrategist](/creator/x/SCapStrategist) 2025-10-17T18:58Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
The Small Cap Strategist posts on X about upside, stockmarket, inn, longterm the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance countries stocks technology brands cryptocurrencies
Social topic influence upside, stockmarket #1287, inn, longterm, discount, profitable, built on, balance sheet #1975, china, german
Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Lam Research Corporation (LRCX) Microsoft Corp. (MSFT)
Top posts by engagements in the last XX hours
"Get the UK's #1 hotel chain Premier Inn for FREE The market misprices Whitbread (WTB) ignoring its 5bn property portfolio & huge German growth engine. Our report shows a 30%+ conservative upside. Full article link in profile. Thread👇 #WTB #PremierInn #StockMarket #ValueInvesting #Hotels"
X Link @SCapStrategist 2025-10-12T00:05Z XXX followers, XXX engagements
"Whitbreads moat is wide: X. Brand Power: Premier Inn is synonymous with value/trust. X. Direct Distribution: They largely bypass OTAs saving 15-25% in commissions. X. Scale: Cost advantages too big for competitors to match"
X Link @SCapStrategist 2025-10-12T00:05Z XXX followers, XXX engagements
"Whitbread is a classic case of short-term pain obscuring long-term gain. The mispricing is extreme. With a clear path to expansion margin growth and significant shareholder returns (2bn by FY30 ) our XXXXX price target is just the start"
X Link @SCapStrategist 2025-10-12T00:05Z XXX followers, XX engagements
"New report out on Andritz AG We see an undervalued industrial leader pivoting to high-growth high-margin Green Tech (Green Hydrogen Carbon Capture). Trading at a deep discount to peers. Full report link in profile #ANDRITZ #GreenTech #ValueInvesting #IndustrialEngineering"
X Link @SCapStrategist 2025-09-25T23:20Z XXX followers, XXX engagements
"@evfcfaddict Thank you so much for the mention $ANDR.VI is for sure a solid company"
X Link @SCapStrategist 2025-10-07T14:20Z XXX followers, 1206 engagements
"Kitwave Group (AIM:KITW) has a 15-year revenue growth of XX% annually but trades at just 8.6x forward earnings. A resilient business at a cyclical price. Dive into our full exclusive deep-dive on this proven winner Full article link in profile. #SmallCapStocks #ValueInvesting #UKStocks #AIM $KITW"
X Link @SCapStrategist 2025-10-09T20:21Z XXX followers, 2112 engagements
"Whitbreads X billion freehold property value is nearly equal to its entire market cap. You get the profitable UK hotel business a fortress built on the trusted Premier Inn brand for next to nothing. Thats an insane margin of safety"
X Link @SCapStrategist 2025-10-12T00:05Z XXX followers, XX engagements
"Germany is XX% larger & highly fragmented. Whitbread has invested XXX billion to become a dominant player & is set to turn profitable in FY26. The market gives this zero value a FREE call option on massive long-term upside"
X Link @SCapStrategist 2025-10-12T00:05Z XXX followers, XX engagements
"Management's Accelerated Growth Plan (AGP) is the key catalyst. They're converting 100+ low-return restaurants into 3500 high-margin hotel rooms. This intelligent capital recycling is designed to add at least XXX million incremental profit by FY30"
X Link @SCapStrategist 2025-10-12T00:05Z XXX followers, XX engagements
"$MSTR: An "inevitable convergence to zero" Our report breaks down Michael Saylor's 'Intelligent Leverage' as a 'Perpetual Dilution Machine' and predicts the endgame for common shareholders. The core issue It's all built on sand. Full article link in profile. Thread👇 #MicroStrategy #MSTR #Bitcoin #BTC #Saylor"
X Link @SCapStrategist 2025-10-12T22:32Z XXX followers, XXX engagements
"The consensus said U.S. Coal is dead. Then Q2 2025 earnings arrived. X of X major coal producers decisively beat analyst expectations exposing the flaw in the 'terminal decline' narrative. This isn't a fluke it's a Supercycle Setup. Full article link in profile. #Coal #Investing #Contrarian #ValueStocks #Q2Earnings"
X Link @SCapStrategist 2025-10-13T22:55Z XXX followers, XXX engagements
"This market breakdown creates two unique opportunities: X. Ramaco (METC): A cash-flowing coal company with a $1.2B REE (Rare Earth Elements) call option the market is ignoring. X. Alpha Metallurgical (AMR): A deep-value case with a pristine balance sheet & a coiled-spring share buyback catalyst"
X Link @SCapStrategist 2025-10-13T22:55Z XXX followers, XXX engagements
"Lam Research ($LRCX) snapped back with record $18.44B revenue in FY2025 after a sharp downturn. Is the market giving it enough credit for the AI-driven structural tailwind Full article link in profile. Thread #Semiconductors #LRCX #AI #StockMarket #Investing"
X Link @SCapStrategist 2025-10-17T18:58Z XXX followers, XXX engagements
"Lam's real moat is rising complexity (GAA 3D NAND) demanding more etch/deposition tools. They're winning key tech "inflections" which triples their market opportunity in some areas. Plus 1/3 of revenue is steady recurring services"
X Link @SCapStrategist 2025-10-17T18:58Z XXX followers, XX engagements
"The $600B chip sector is the unseen backbone of the modern world now at the heart of geopolitical rivalry. Our deep dive breaks down the global chip war the rise of China and the path to a $1T market by 2030. Full article link in profile. Thread #Semiconductors #AIBoom #TechInvestment #ChipWar"
X Link @SCapStrategist 2025-10-15T21:43Z XXX followers, XXX engagements
"The supply chain is ultra-globalized but production is highly concentrated. Taiwan holds XX% of advanced chip capacity. This concentration risk is driving a massive government-incentivized reshoring push across the US EU Japan and Korea"
X Link @SCapStrategist 2025-10-15T21:44Z XXX followers, XX engagements
"China's semiconductor strategy is Offense & Defense. The defensive play is building self-reliance. The offensive play is flooding the market with subsidized mature-node chips (for EVs/renewables) to create reversed dependency on the West"
X Link @SCapStrategist 2025-10-15T21:44Z XXX followers, XX engagements
"The US responded with the CHIPS Act ($52B) and a "small yard high fence" export control strategy. This blocks China's access to: X. EUV lithography (ASML's monopoly) X. High-performance AI accelerators X. Critical EDA software"
X Link @SCapStrategist 2025-10-15T21:44Z XXX followers, XX engagements
"Andritz's Environment & Energy segment is now the most profitable division consistently delivering an EBITA margin above 10%. This high-margin unit focuses on green solutions like carbon capture and green hydrogen"
X Link @SCapStrategist 2025-09-25T23:20Z XXX followers, XX engagements
"Andritz's recurring high-margin Service business hit an all-time high accounting for XX% of revenue in 2024. This stable income stream is fundamentally de-risking the enterprise and improving earnings quality"
X Link @SCapStrategist 2025-09-25T23:20Z XXX followers, XX engagements
"The Metris platform featuring "Digital Twins" is key to Andritz's strategy. It optimizes plant reliability increases output by up to XX% and received the prestigious Microsoft Intelligent Manufacturing Award"
X Link @SCapStrategist 2025-09-25T23:20Z XXX followers, XX engagements
"Andritz trades at a P/E of 12.8x significantly lower than the peer average of 20.7x. With analysts forecasting XXXX% EPS growth annually a strong re-rating catalyst is in place"
X Link @SCapStrategist 2025-09-25T23:20Z XXX followers, XXX engagements
"$ANDR is an undervalued industrial gem that's quietly pivoting to Green Tech. Our deep-dive shows an excellent margin of safety and huge upside potential as the market re-rates its valuation. Full report link in profile #Investing #ValueInvesting #Stocks #StockMarket #GreenTech"
X Link @SCapStrategist 2025-10-08T22:33Z XXX followers, 2957 engagements
"The core thesis A market re-rating is coming. Andritz is moving to higher-margin secular growth segments like Hydropower and Environment & Energy plus a recurring Service business. Analyst consensus projects XX% upside"
X Link @SCapStrategist 2025-10-08T22:33Z XXX followers, XXX engagements
"Why is it undervalued The stock trades at a significant discount to peers. The P/E is XXXX vs. a peer average of XXXX. A clear valuation gap exists that we believe will close as the green tech pivot accelerates"
X Link @SCapStrategist 2025-10-08T22:33Z XXX followers, XX engagements
"Andritz operates with a "fortress" balance sheet and a consistent net cash position at 904.9m in 2024. This strong financial base and large 9.75bn order backlog provide excellent revenue visibility"
X Link @SCapStrategist 2025-10-08T22:33Z XXX followers, XXX engagements
"Current valuation implies a permanent impairment of prospects. The stock offers: X. Over X% Free Cash Flow Yield. X. Low Net Debt of 1.7x LTM EBITDA. X. Fragmentation makes it a "textbook case for a private equity buyout""
X Link @SCapStrategist 2025-10-09T20:21Z XXX followers, XXX engagements
"The recent share price dip was triggered by temporary factors: integration delays a tax hike and weak consumer confidence. The market incorrectly extrapolated these transient issues into a long-term failure"
X Link @SCapStrategist 2025-10-09T20:21Z XXX followers, XXX engagements
"The surprise wasn't just operational. Two major structural forces are re-writing the script: X. A new Washington bill structurally reduced costs for producers. X. The AI Data Center boom is creating a massive non-linear demand shock for baseload power"
X Link @SCapStrategist 2025-10-13T22:55Z XXX followers, XXX engagements
"The main risks: China (35% of sales) & cyclicality. Lam trades at 27x NTM P/E cheaper than ASML but dearer than AMAT offering a "Goldilocks" scenario. Do the secular AI tailwinds outweigh the geopolitical turbulence Read our full analysis"
X Link @SCapStrategist 2025-10-17T18:58Z XXX followers, XX engagements
/creator/x::SCapStrategist