[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.] #  @ValuationEdge_ The Valuation Analyst The Valuation Analyst posts on X about $jd, $zeta, $root, $unh the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1966358545407881225/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1966358545407881225/posts_active)  - X Week XXX -XX% - X Month XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1966358545407881225/followers)  - X Week XXXXX +13% - X Month XXXXX +69% ### CreatorRank: XXXXXXX [#](/creator/twitter::1966358545407881225/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXX% [fashion brands](/list/fashion-brands) XXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$jd](/topic/$jd) #13, [$zeta](/topic/$zeta) #55, [$root](/topic/$root) #10, [$unh](/topic/$unh) #53, [$pypl](/topic/$pypl) #998, [$dlo](/topic/$dlo) #6, [$pdd](/topic/$pdd) #15, [market cap](/topic/market-cap) #352, [$oscr](/topic/$oscr) #76, [$grab](/topic/$grab) #17 **Top accounts mentioned or mentioned by** [@thelonginvest](/creator/undefined) [@stockchaser](/creator/undefined) [@grok](/creator/undefined) [@mmatters22596](/creator/undefined) [@thevaluetrade](/creator/undefined) [@wealthmatica](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@ronaldo7trades](/creator/undefined) [@spike_1567](/creator/undefined) [@fiscalai](/creator/undefined) [@jminvestment0](/creator/undefined) [@rigbyvalue](/creator/undefined) [@jdonovan42](/creator/undefined) [@thexcapitalist](/creator/undefined) [@meeijer](/creator/undefined) [@spike1567](/creator/undefined) [@theronnievshow](/creator/undefined) [@theraymyers](/creator/undefined) [@goodpoint123](/creator/undefined) [@commonsenseplay](/creator/undefined) **Top assets mentioned** [ZetaChain (ZETA)](/topic/$zeta) [The Root Network (ROOT)](/topic/$root) [UnitedHealth Group (UNH)](/topic/$unh) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Novo-Nordisk (NVO)](/topic/$nvo) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Adobe, Inc. (ADBE)](/topic/$adbe) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Trade Desk, Inc. (TTD)](/topic/$ttd) [WEN Token (WEN)](/topic/$wen) [Ciena Corporation (CIEN)](/topic/$cien) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [UiPath, Inc. (PATH)](/topic/$path) [4 (FOUR)](/topic/$four) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [On Holding AG (ONON)](/topic/$onon) [Intel Corporation (INTC)](/topic/$intc) [NuCypher (NU)](/topic/$nu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Centene Corp (CNC)](/topic/$cnc) [Carvana Co. (CVNA)](/topic/$cvna) [Crocs, Inc. (CROX)](/topic/$crox) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) ### Top Social Posts Top posts by engagements in the last XX hours "@thexcapitalist $TTD Revenue and operating income👇 Revenue growth: XX% CAGR Op Income growth: XX% CAGR $TTD fundamental growth looks outstanding. I dont own it and dont know a ton about it. Is $TTD cheap at at 45x earnings" [X Link](https://x.com/ValuationEdge_/status/1995581030724775947) 2025-12-01T19:49Z 1071 followers, 2761 engagements "$DLO is one of the most undervalued growth names in the market heres why: P/E: XX for a company growing like a true fintech rocket TTM rev growth: 30%+ 3-yr CAGR: XX% TPV up XX% YoY last quarter demand is exploding Margins dipped but who cares Thats normal when youre scaling into a massive TAM with land-and-expand economics Market is mispricing a high-moat Latin America payments infra play like its a slow grower At this valuation the risk/reward is insane. One of the best values in the market right now. LONG $DLO" [X Link](https://x.com/ValuationEdge_/status/1996570464072659043) 2025-12-04T13:21Z 1071 followers, 1884 engagements "@fiscal_ai $ADBE trading at its lowest PE since 2020 Market was likely overvaluing it then. Now $ADBE looks undervalued" [X Link](https://x.com/ValuationEdge_/status/1997358539509989472) 2025-12-06T17:32Z 1071 followers, 1749 engagements "My favorite risk/reward setups in the market right now real numbers real upside 👇 $OSCR EV/Sales XXX $11.29B revenue Guiding profitability next year Mkt cap $4.4B ➡ $40+ in a few years feels reasonable $ZETA EV/Sales XXX XX% gross margins XX% 3yr revenue CAGR Mkt cap $4.5B / Sales $1.22B ➡ $35+ within XX months feels reasonable $ROOT XX PE XX% 3yr revenue CAGR XX% gross margins $1.25B mkt cap / $1.45B sales ➡ One of the cleanest asymmetries $200+ in X yrs could happen $DLO XX PE XX% 3yr revenue CAGR XX% op margins EV/EBITDA 16x ➡ High-quality compounding $30+ in XX yrs if they execute $GRAB" [X Link](https://x.com/ValuationEdge_/status/1998020772007207294) 2025-12-08T13:24Z 1071 followers, XXX engagements "$GRAB One of the best risk/rewards in the market nobody is talking about Q3 Highlights: Revenue +22% YoY $873M GMV +24% YoY $5.8B Segment growth still strong: Deliveries +23% Mobility +17% Fintech +39% Autonomous mobility coming 2026 Asset-light model = real operating leverage Operating profit went from -XX% (2023) +0.5% today $5.3B net cash on the balance sheet Massive TAM across SEA Yet the company trades at a $21B market cap $GRAB is quietly flipping from growth story to profitable platform. Youre getting multi-segment growth + cash + operating leverage at a discount. Risk/reward is" [X Link](https://x.com/ValuationEdge_/status/1998374221441880072) 2025-12-09T12:48Z 1071 followers, XXX engagements "@commonsenseplay What are your thoughts with $WEN Value looks there but not sure about the business I don't know enough about them. Off first glance the debt makes me cautious. What's your bull case" [X Link](https://x.com/ValuationEdge_/status/1997847655918260675) 2025-12-08T01:56Z 1071 followers, XXX engagements "@TheValueTrade $PDD at $XXX $JD $30" [X Link](https://x.com/ValuationEdge_/status/1994445646414106971) 2025-11-28T16:37Z 1071 followers, 1056 engagements "My top picks in this market: Heres what Im holding and WHY 👇 $UNH UnitedHealth Group XX P/E XX% revenue growth A mega-cap compounding machine trading like a value stock. $ROOT Root Inc. XX earnings XX% TTM revenue growth Tech + insurance + real traction. $PYPL PayPal XX earnings X% 3-yr revenue CAGR A cash-flow monster priced like its dying. $ZETA Zeta Global Forward P/E XX XX% 3-yr revenue growth Profitable growth with runway still mispriced. $OSCR Oscar Health XXX EV/Sales XX% 3-yr revenue growth One of the cheapest scalable insurers in the market. $LULU Lululemon Athletica XX earnings 15%" [X Link](https://x.com/ValuationEdge_/status/1995843815672873413) 2025-12-02T13:13Z 1071 followers, 1230 engagements "@TheLongInvest $JD down XX% on the year P/E =10x earnings Revenue growth: X% CAGR (3 yr) Cash: $29B Market cap: $48B $JD will not be $XX for much longer" [X Link](https://x.com/ValuationEdge_/status/1995979969571192914) 2025-12-02T22:14Z 1071 followers, 4407 engagements "@mind1nvestor $JD fundamentals are disconnected from the price We must be patient with $JD Risk/reward is phenomenal here" [X Link](https://x.com/ValuationEdge_/status/1997357927561118055) 2025-12-06T17:30Z 1071 followers, 2312 engagements "@eWhispers @Oracle @lululemon @Adobe @Synopsys @Chewy @Ciena @CrackerBarrel @tollbrothers @aerovironment @thecampbellsco Appreciate you" [X Link](https://x.com/ValuationEdge_/status/1997889077366943876) 2025-12-08T04:40Z 1071 followers, XXX engagements "@TheLongInvest $ZETA fundamentals are phenomenal Revenue CAGR: XX% Operating Profits: turning positive Once this re-rates $ZETA will not stay below $20" [X Link](https://x.com/ValuationEdge_/status/1998046881520443414) 2025-12-08T15:07Z 1071 followers, 1188 engagements "$DLO growing in Africa👇 $DLO still trades at 24x earnings TPV grew XX% last quarter Risk/reward is phenomenal Long $DLO" [X Link](https://x.com/ValuationEdge_/status/1998408582866370702) 2025-12-09T15:05Z 1071 followers, XXX engagements "Wild how $PDD is basically sitting on an $NVDA-sized cash pile while trading at just a $160B market cap. - Revenue up XXX since 2020. - Net income: $14.3B last year. - Cash: $59.5B. - Valuation: XXXX earnings. Everyone talks about the Magnificent X but the real monster might be hiding in plain sight. $PDD feels massively mispriced" [X Link](https://x.com/ValuationEdge_/status/1991642501816430865) 2025-11-20T22:59Z 1051 followers, 1917 engagements "@StockMKTNewz @fiscal_ai @grok assuming $GOOGL continues to compound revenue at historical rates (last X years) where do we see revenues and where does the valuation move to (market cap) assuming margins stay consistent" [X Link](https://x.com/ValuationEdge_/status/1994089501610668445) 2025-11-27T17:02Z 1035 followers, XXX engagements "@StockChaser_ I agree $JD is undervalued. I think you have the EPS in local currency though not super helpful for US investors. Also $28B in cash and $16B in debt helps make $JD look cheap Here's $JD's EPS trend in USD👇" [X Link](https://x.com/ValuationEdge_/status/1994114616138584073) 2025-11-27T18:42Z 1066 followers, 1623 engagements "Mainly competition and geopolitical risk. Also $JD margins are being eaten right now by their investment in the food delivery business which is creating a lot of losses. Other businesses are great. If they got rid of that business along the stock would be worth at least double based on P/E and earnings. Risk/reward looks great but also some risks due to management. Not much clear guidance on the business" [X Link](https://x.com/ValuationEdge_/status/1994125238263775701) 2025-11-27T19:24Z 1063 followers, XXX engagements "@MMatters22596 Agreed $UNH $JD and $PYPL are still undervalued Don't know enough about $DUOL so avoiding that one" [X Link](https://x.com/ValuationEdge_/status/1994440085488488952) 2025-11-28T16:15Z 1062 followers, 1717 engagements "@TacticzH $DLO is a great buy right now👇 Revenue Growth: XX% (3 year avg) P/E: 24x earnings $DLO is consistently getting better yet the stock is down since 2022. Massive disconnect. 24x earnings is a steal What am I missing about $DLO" [X Link](https://x.com/ValuationEdge_/status/1994481673673839015) 2025-11-28T19:01Z 1063 followers, 1946 engagements "If you had to pick between these four large cap value stocks to hold for the next X years what are you picking👇 $PYPL $ADBE $NVO $JD" [X Link](https://x.com/ValuationEdge_/status/1994803282351415324) 2025-11-29T16:18Z 1051 followers, XXX engagements "@MMatters22596 @grok what is the bull and bear thesis for $PATH Give me some realistic forecasted numbers for $PATH financials in terms of revenue profits and margins to the best of your ability" [X Link](https://x.com/ValuationEdge_/status/1994819792243757247) 2025-11-29T17:24Z 1032 followers, 2873 engagements "@JM_Investment0 LONG $ROOT" [X Link](https://x.com/ValuationEdge_/status/1994846849954713921) 2025-11-29T19:12Z 1042 followers, XXX engagements "The risk/reward is great for $UNH at $XXX The risk/reward is great for $OSCR at $XX The risk/reward is great for $JD at $XX The risk/reward is great for $ZETA at $XX The risk/reward is great for $NVO at $XX The risk/reward is great for $MOH at $XXX The risk/reward is great for $PYPL at $XX The risk/reward is great for $PDD at $XXX The risk/reward is great for $ROOT at $XX The risk/reward is great for $DLO at $XX The risk/reward is great for $LULU at $184" [X Link](https://x.com/ValuationEdge_/status/1995134084062892118) 2025-11-30T14:13Z 1066 followers, 1498 engagements "📌 $OSCR Mini Valuation Breakdown ➡What they do: Tech-driven health insurer growing faster than the industry. ➡The numbers: XX% 3-yr revenue growth $11.29B TTM revenue XX% gross margin X% net margin (trending to breakeven) ➡Valuation today: XXX EV/Sales $4.8B market cap XXX P/FCF ➡Why I think its mispriced: Profitability guided for 2026/2027 ACA subsidy uncertainty = temporary overhang Business improving while the stock has gone nowhere since 2024 Market ignoring operating leverage + FCF inflection ➡My takeaway: A XX% growth company trading at deep-value multiples. Sentiment is lagging the" [X Link](https://x.com/ValuationEdge_/status/1995482563876372836) 2025-12-01T13:18Z 1041 followers, XXX engagements "@TheValueTrade $JD $LULU $UNH $NVO $OSCR" [X Link](https://x.com/ValuationEdge_/status/1995542660308746274) 2025-12-01T17:17Z 1062 followers, XXX engagements "True this isnt to say $JD was correctly valued back then but tells a story in a simple way. The business has grown and the market does not like it. Market sentiment is there for a good reason mainly margins and food delivery business concerns along with competition. Being in China doesnt help either. This was more of a simple way to say $JD looks undervalued here not showing the complete picture. People typically dont read full the full analysis and want a hard hitting image" [X Link](https://x.com/ValuationEdge_/status/1995577063521014227) 2025-12-01T19:33Z 1063 followers, XXX engagements "@Spike_1567 @TheValueTrade I like $FOUR and $ROOT too do not know about Topicus" [X Link](https://x.com/ValuationEdge_/status/1995719230583341349) 2025-12-02T04:58Z 1070 followers, XXX engagements "Which one would you buy 🤔 Same industry. Totally different valuations. $LULU X EV/EBITDA $DECK XXXX EV/EBITDA $ONON XXXX EV/EBITDA One is priced like a value play. One is priced like a quality compounder. One is priced like perfection. If you had to pick one for the next X years which is it and why 👇" [X Link](https://x.com/ValuationEdge_/status/1995891262159794401) 2025-12-02T16:22Z 1055 followers, XXX engagements "$JD YTD 👇 Down XX% YTD high: $XX YTD low: $XX $JD trades at 10x earnings Fear is priced in" [X Link](https://x.com/ValuationEdge_/status/1996266489062523233) 2025-12-03T17:13Z 1050 followers, 1199 engagements "@StockChaser_ $ZETA is super undervalued at $XX a share right now Margins are starting to flip positive Long $ZETA" [X Link](https://x.com/ValuationEdge_/status/1996549076272468254) 2025-12-04T11:56Z 1051 followers, 1480 engagements "@SixSigmaCapital $UNH is one of my favorite defensive plays $JD and $PDD have strong balance sheets and are undervalued. I like them as a defensive pick" [X Link](https://x.com/ValuationEdge_/status/1996690167562977297) 2025-12-04T21:16Z 1070 followers, XXX engagements "VALUATION MATTERS If you bought $INTC in 2021 you'd still be down XX% $INTC is up XXX% YTD Buy when fear is priced in not when everyone is overly optimistic" [X Link](https://x.com/ValuationEdge_/status/1996975888345297126) 2025-12-05T16:12Z 1071 followers, XXX engagements "@TheRonnieVShow $GRAB is ready to launch" [X Link](https://x.com/ValuationEdge_/status/1996977928408633557) 2025-12-05T16:20Z 1032 followers, XXX engagements "@StockChaser_ I like this list. I'd add $ROOT $TMDX $AMZN $DLO $NU $GRAB" [X Link](https://x.com/ValuationEdge_/status/1996980595742666823) 2025-12-05T16:30Z 1041 followers, XXX engagements "Why not $HIMS long term Their growth is unheard of even though the valuation right now is high compared to current day. I get the fear of disruption but $HIMS feels like it has a long runway ahead if they keep executing. Maybe I'm wrong Really curious about your thoughts on $HIMS" [X Link](https://x.com/ValuationEdge_/status/1997014003818562006) 2025-12-05T18:43Z 1051 followers, XXX engagements "@JM_Investment0 Really good value on $MOH. I also have positions in $UNH and $CNC too I like those better but the $MOH valuation is getting crazy right now" [X Link](https://x.com/ValuationEdge_/status/1997044702487761190) 2025-12-05T20:45Z 1054 followers, XXX engagements "@TrendSpider @grok is this positive news for $ROOT having $CVNA in the S&P500" [X Link](https://x.com/ValuationEdge_/status/1997097519218659534) 2025-12-06T00:15Z 1034 followers, XXX engagements "@StockChaser_ I agree with $NVO and $JD $DUOL Im still not sold on I dont really know enough about it yet. Why do you think $DOUL is misunderstood" [X Link](https://x.com/ValuationEdge_/status/1997438997224706340) 2025-12-06T22:52Z 1071 followers, XXX engagements "@patientinvestt Anyone here own $CROX" [X Link](https://x.com/ValuationEdge_/status/1997846840549793849) 2025-12-08T01:52Z 1051 followers, XXX engagements "@TheRayMyers Thank you Ray $ZETA is still early stages" [X Link](https://x.com/ValuationEdge_/status/1998048966408044554) 2025-12-08T15:16Z 1070 followers, XXX engagements "3 real value plays right now: $JD XXX P/E X% rev CAGR $UNH XX P/E XX% rev CAGR $PYPL XX P/E XXX% rev CAGR Cheap. Growing. Ignored. This is where value lives. 📉🔥" [X Link](https://x.com/ValuationEdge_/status/1994441368299552808) 2025-11-28T16:20Z 1071 followers, XXX engagements "$PYPL is quietly engineering a monster EPS boost. Theyve already retired XX% of the company since 2021 At todays prices their authorized repurchases can retire another XX% Fewer shares + steady cash flow = EPS goes up EPS goes up = stock goes up The math isnt complicated. The market is just ignoring it. LONG $PYPL. 📈🔥" [X Link](https://x.com/ValuationEdge_/status/1994479211550323117) 2025-11-28T18:51Z 1071 followers, 2470 engagements "@nataninvesting $PDD is a monster. Here's a visual of $PDD Free cash flow👇" [X Link](https://x.com/ValuationEdge_/status/1994480014621118649) 2025-11-28T18:54Z 1071 followers, 1170 engagements "$ROOT is one of the most misunderstood growth stories in the market. $1.2B market cap. $1.45B in revenue. 23x P/E. XX% LTM rev growth. XX% 3-yr rev growth. And some of the best gross loss ratios in the entire auto-insurance industry. Legacy insurers get valued for size. $ROOT gets punished for being early. Thats the opportunity. Anything under $XXX is a gift in my eyes the kind of setup that looks obvious in hindsight. If they keep executing this is a 510x over the next X years type of name. Stock is down XX% on the year with highs of $XXX. Now trades $XX LONG $ROOT" [X Link](https://x.com/ValuationEdge_/status/1996584286846165093) 2025-12-04T14:16Z 1071 followers, 1316 engagements "@TheLongInvest $ZETA fundamentals are phenomenal SG&A today is similar to 2022. While revenue is over double. One of the many reasons I like $ZETA Could easily see this above $XX next year LONG $ZETA" [X Link](https://x.com/ValuationEdge_/status/1997080951747174567) 2025-12-05T23:09Z 1071 followers, 1253 engagements "@TheLongInvest @grok what are the most at risk names for a pullback right now due to valuations being driven up by the bull market" [X Link](https://x.com/ValuationEdge_/status/1998102210811687128) 2025-12-08T18:47Z 1071 followers, 2160 engagements "$AMZN trading near its lowest valuation all time EV/EBITDA: 17x EBITDA P/E: 31x earnings Revenue growth CAGR: XX% $AMZN is the epitome of excellent execution at scale. They are a monster Im bullish $AMZN would love to buy more on a pullback but think even today its a good deal Whats am I missing about $AMZN" [X Link](https://x.com/ValuationEdge_/status/1998104146113593480) 2025-12-08T18:55Z 1071 followers, 3786 engagements "Great visual on $GRAB 👇 Another high growth name experiencing operating leverage. High potential here" [X Link](https://x.com/ValuationEdge_/status/1998114542275145839) 2025-12-08T19:36Z 1071 followers, XXX engagements "@MMMTwealth Love this list Oliver I own $ROOT $DLO and $TMDX. $HROW high on the watchlist Whats the case for $SPIR or $ONDS (if you have any favorite posts could you link them)" [X Link](https://x.com/ValuationEdge_/status/1998177480696529269) 2025-12-08T23:46Z 1071 followers, XXX engagements "@TheLongInvest $JD is a clear disconnect Revenue over doubled since 2019 $JD Stock trades lower today than 2019 Long $JD" [X Link](https://x.com/ValuationEdge_/status/1995519711162073542) 2025-12-01T15:45Z 1071 followers, 1528 engagements "🚨 $MOH: The Market Just Made a $10B Mistake 🚨 Swipe 👉 because this chart is insane. April X 2025 EV: $13.5B Todays EV: $3.14B A XX% collapse in one quarter doesnt reflect fundamentals it reflects fear forced selling and zero nuance. Everyone is pricing $MOH like its going out of business. Its not. Scroll for the part nobody is talking about. 👇" [X Link](https://x.com/ValuationEdge_/status/1996923726013595820) 2025-12-05T12:44Z 1071 followers, XXX engagements "Great $ZETA visual by @TheRayMyers for anyone looking to learn more about this name 👇" [X Link](https://x.com/ValuationEdge_/status/1998048882547400728) 2025-12-08T15:15Z 1071 followers, XXX engagements "@CaesarCapitalz $ZETA is a great buy under $XX IMO" [X Link](https://x.com/ValuationEdge_/status/1998049152161452190) 2025-12-08T15:16Z 1071 followers, XXX engagements "@wealthmatica Thanks for sharing Great insight how much of your portfolio do you have in $ZETA Im considering adding right now" [X Link](https://x.com/ValuationEdge_/status/1998373586911035507) 2025-12-09T12:46Z 1071 followers, XXX engagements "@thexcapitalist $AMZN revenue growth x multiple growth = 🚀 $AMZN has almost double operating margin from 2020-2020 (5.9%-11%) $AMZN is the epitome of quality heres the visual👇" [X Link](https://x.com/ValuationEdge_/status/1998406204138143775) 2025-12-09T14:55Z 1071 followers, XXX engagements "@TheLongInvest 🤣 @grok how did $VSCO "body positivity" movement have on their brand and are they moving away from that in their advertising" [X Link](https://x.com/ValuationEdge_/status/1998501884177559637) 2025-12-09T21:15Z 1071 followers, XXX 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.]
@ValuationEdge_ The Valuation AnalystThe Valuation Analyst posts on X about $jd, $zeta, $root, $unh the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% cryptocurrencies XXXXX% finance XXXXX% technology brands XXXXX% countries XXX% fashion brands XXX% currencies XXXX%
Social topic influence $jd #13, $zeta #55, $root #10, $unh #53, $pypl #998, $dlo #6, $pdd #15, market cap #352, $oscr #76, $grab #17
Top accounts mentioned or mentioned by @thelonginvest @stockchaser @grok @mmatters22596 @thevaluetrade @wealthmatica @caesarcapitalz @ronaldo7trades @spike_1567 @fiscalai @jminvestment0 @rigbyvalue @jdonovan42 @thexcapitalist @meeijer @spike1567 @theronnievshow @theraymyers @goodpoint123 @commonsenseplay
Top assets mentioned ZetaChain (ZETA) The Root Network (ROOT) UnitedHealth Group (UNH) PayPal Holdings Inc (PYPL) DLocal Limited Class A Common Shares (DLO) Oscar Health, Inc. (OSCR) Grab Holdings Limited Class A Ordinary Shares (GRAB) Novo-Nordisk (NVO) Lululemon Athletica Inc (LULU) Molina Healthcare, Inc. (MOH) Amazon.com, Inc. (AMZN) Adobe, Inc. (ADBE) Duolingo, Inc. Class A Common Stock (DUOL) TransMedics Group, Inc. Common Stock (TMDX) Trade Desk, Inc. (TTD) WEN Token (WEN) Ciena Corporation (CIEN) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) UiPath, Inc. (PATH) 4 (FOUR) Deckers Outdoor, Corp. (DECK) On Holding AG (ONON) Intel Corporation (INTC) NuCypher (NU) Hims & Hers Health, Inc. (HIMS) Centene Corp (CNC) Carvana Co. (CVNA) Crocs, Inc. (CROX) Ondas Holdings Inc. Common Stock (ONDS)
Top posts by engagements in the last XX hours
"@thexcapitalist $TTD Revenue and operating income👇 Revenue growth: XX% CAGR Op Income growth: XX% CAGR $TTD fundamental growth looks outstanding. I dont own it and dont know a ton about it. Is $TTD cheap at at 45x earnings"
X Link 2025-12-01T19:49Z 1071 followers, 2761 engagements
"$DLO is one of the most undervalued growth names in the market heres why: P/E: XX for a company growing like a true fintech rocket TTM rev growth: 30%+ 3-yr CAGR: XX% TPV up XX% YoY last quarter demand is exploding Margins dipped but who cares Thats normal when youre scaling into a massive TAM with land-and-expand economics Market is mispricing a high-moat Latin America payments infra play like its a slow grower At this valuation the risk/reward is insane. One of the best values in the market right now. LONG $DLO"
X Link 2025-12-04T13:21Z 1071 followers, 1884 engagements
"@fiscal_ai $ADBE trading at its lowest PE since 2020 Market was likely overvaluing it then. Now $ADBE looks undervalued"
X Link 2025-12-06T17:32Z 1071 followers, 1749 engagements
"My favorite risk/reward setups in the market right now real numbers real upside 👇 $OSCR EV/Sales XXX $11.29B revenue Guiding profitability next year Mkt cap $4.4B ➡ $40+ in a few years feels reasonable $ZETA EV/Sales XXX XX% gross margins XX% 3yr revenue CAGR Mkt cap $4.5B / Sales $1.22B ➡ $35+ within XX months feels reasonable $ROOT XX PE XX% 3yr revenue CAGR XX% gross margins $1.25B mkt cap / $1.45B sales ➡ One of the cleanest asymmetries $200+ in X yrs could happen $DLO XX PE XX% 3yr revenue CAGR XX% op margins EV/EBITDA 16x ➡ High-quality compounding $30+ in XX yrs if they execute $GRAB"
X Link 2025-12-08T13:24Z 1071 followers, XXX engagements
"$GRAB One of the best risk/rewards in the market nobody is talking about Q3 Highlights: Revenue +22% YoY $873M GMV +24% YoY $5.8B Segment growth still strong: Deliveries +23% Mobility +17% Fintech +39% Autonomous mobility coming 2026 Asset-light model = real operating leverage Operating profit went from -XX% (2023) +0.5% today $5.3B net cash on the balance sheet Massive TAM across SEA Yet the company trades at a $21B market cap $GRAB is quietly flipping from growth story to profitable platform. Youre getting multi-segment growth + cash + operating leverage at a discount. Risk/reward is"
X Link 2025-12-09T12:48Z 1071 followers, XXX engagements
"@commonsenseplay What are your thoughts with $WEN Value looks there but not sure about the business I don't know enough about them. Off first glance the debt makes me cautious. What's your bull case"
X Link 2025-12-08T01:56Z 1071 followers, XXX engagements
"@TheValueTrade $PDD at $XXX $JD $30"
X Link 2025-11-28T16:37Z 1071 followers, 1056 engagements
"My top picks in this market: Heres what Im holding and WHY 👇 $UNH UnitedHealth Group XX P/E XX% revenue growth A mega-cap compounding machine trading like a value stock. $ROOT Root Inc. XX earnings XX% TTM revenue growth Tech + insurance + real traction. $PYPL PayPal XX earnings X% 3-yr revenue CAGR A cash-flow monster priced like its dying. $ZETA Zeta Global Forward P/E XX XX% 3-yr revenue growth Profitable growth with runway still mispriced. $OSCR Oscar Health XXX EV/Sales XX% 3-yr revenue growth One of the cheapest scalable insurers in the market. $LULU Lululemon Athletica XX earnings 15%"
X Link 2025-12-02T13:13Z 1071 followers, 1230 engagements
"@TheLongInvest $JD down XX% on the year P/E =10x earnings Revenue growth: X% CAGR (3 yr) Cash: $29B Market cap: $48B $JD will not be $XX for much longer"
X Link 2025-12-02T22:14Z 1071 followers, 4407 engagements
"@mind1nvestor $JD fundamentals are disconnected from the price We must be patient with $JD Risk/reward is phenomenal here"
X Link 2025-12-06T17:30Z 1071 followers, 2312 engagements
"@eWhispers @Oracle @lululemon @Adobe @Synopsys @Chewy @Ciena @CrackerBarrel @tollbrothers @aerovironment @thecampbellsco Appreciate you"
X Link 2025-12-08T04:40Z 1071 followers, XXX engagements
"@TheLongInvest $ZETA fundamentals are phenomenal Revenue CAGR: XX% Operating Profits: turning positive Once this re-rates $ZETA will not stay below $20"
X Link 2025-12-08T15:07Z 1071 followers, 1188 engagements
"$DLO growing in Africa👇 $DLO still trades at 24x earnings TPV grew XX% last quarter Risk/reward is phenomenal Long $DLO"
X Link 2025-12-09T15:05Z 1071 followers, XXX engagements
"Wild how $PDD is basically sitting on an $NVDA-sized cash pile while trading at just a $160B market cap. - Revenue up XXX since 2020. - Net income: $14.3B last year. - Cash: $59.5B. - Valuation: XXXX earnings. Everyone talks about the Magnificent X but the real monster might be hiding in plain sight. $PDD feels massively mispriced"
X Link 2025-11-20T22:59Z 1051 followers, 1917 engagements
"@StockMKTNewz @fiscal_ai @grok assuming $GOOGL continues to compound revenue at historical rates (last X years) where do we see revenues and where does the valuation move to (market cap) assuming margins stay consistent"
X Link 2025-11-27T17:02Z 1035 followers, XXX engagements
"@StockChaser_ I agree $JD is undervalued. I think you have the EPS in local currency though not super helpful for US investors. Also $28B in cash and $16B in debt helps make $JD look cheap Here's $JD's EPS trend in USD👇"
X Link 2025-11-27T18:42Z 1066 followers, 1623 engagements
"Mainly competition and geopolitical risk. Also $JD margins are being eaten right now by their investment in the food delivery business which is creating a lot of losses. Other businesses are great. If they got rid of that business along the stock would be worth at least double based on P/E and earnings. Risk/reward looks great but also some risks due to management. Not much clear guidance on the business"
X Link 2025-11-27T19:24Z 1063 followers, XXX engagements
"@MMatters22596 Agreed $UNH $JD and $PYPL are still undervalued Don't know enough about $DUOL so avoiding that one"
X Link 2025-11-28T16:15Z 1062 followers, 1717 engagements
"@TacticzH $DLO is a great buy right now👇 Revenue Growth: XX% (3 year avg) P/E: 24x earnings $DLO is consistently getting better yet the stock is down since 2022. Massive disconnect. 24x earnings is a steal What am I missing about $DLO"
X Link 2025-11-28T19:01Z 1063 followers, 1946 engagements
"If you had to pick between these four large cap value stocks to hold for the next X years what are you picking👇 $PYPL $ADBE $NVO $JD"
X Link 2025-11-29T16:18Z 1051 followers, XXX engagements
"@MMatters22596 @grok what is the bull and bear thesis for $PATH Give me some realistic forecasted numbers for $PATH financials in terms of revenue profits and margins to the best of your ability"
X Link 2025-11-29T17:24Z 1032 followers, 2873 engagements
"@JM_Investment0 LONG $ROOT"
X Link 2025-11-29T19:12Z 1042 followers, XXX engagements
"The risk/reward is great for $UNH at $XXX The risk/reward is great for $OSCR at $XX The risk/reward is great for $JD at $XX The risk/reward is great for $ZETA at $XX The risk/reward is great for $NVO at $XX The risk/reward is great for $MOH at $XXX The risk/reward is great for $PYPL at $XX The risk/reward is great for $PDD at $XXX The risk/reward is great for $ROOT at $XX The risk/reward is great for $DLO at $XX The risk/reward is great for $LULU at $184"
X Link 2025-11-30T14:13Z 1066 followers, 1498 engagements
"📌 $OSCR Mini Valuation Breakdown ➡What they do: Tech-driven health insurer growing faster than the industry. ➡The numbers: XX% 3-yr revenue growth $11.29B TTM revenue XX% gross margin X% net margin (trending to breakeven) ➡Valuation today: XXX EV/Sales $4.8B market cap XXX P/FCF ➡Why I think its mispriced: Profitability guided for 2026/2027 ACA subsidy uncertainty = temporary overhang Business improving while the stock has gone nowhere since 2024 Market ignoring operating leverage + FCF inflection ➡My takeaway: A XX% growth company trading at deep-value multiples. Sentiment is lagging the"
X Link 2025-12-01T13:18Z 1041 followers, XXX engagements
"@TheValueTrade $JD $LULU $UNH $NVO $OSCR"
X Link 2025-12-01T17:17Z 1062 followers, XXX engagements
"True this isnt to say $JD was correctly valued back then but tells a story in a simple way. The business has grown and the market does not like it. Market sentiment is there for a good reason mainly margins and food delivery business concerns along with competition. Being in China doesnt help either. This was more of a simple way to say $JD looks undervalued here not showing the complete picture. People typically dont read full the full analysis and want a hard hitting image"
X Link 2025-12-01T19:33Z 1063 followers, XXX engagements
"@Spike_1567 @TheValueTrade I like $FOUR and $ROOT too do not know about Topicus"
X Link 2025-12-02T04:58Z 1070 followers, XXX engagements
"Which one would you buy 🤔 Same industry. Totally different valuations. $LULU X EV/EBITDA $DECK XXXX EV/EBITDA $ONON XXXX EV/EBITDA One is priced like a value play. One is priced like a quality compounder. One is priced like perfection. If you had to pick one for the next X years which is it and why 👇"
X Link 2025-12-02T16:22Z 1055 followers, XXX engagements
"$JD YTD 👇 Down XX% YTD high: $XX YTD low: $XX $JD trades at 10x earnings Fear is priced in"
X Link 2025-12-03T17:13Z 1050 followers, 1199 engagements
"@StockChaser_ $ZETA is super undervalued at $XX a share right now Margins are starting to flip positive Long $ZETA"
X Link 2025-12-04T11:56Z 1051 followers, 1480 engagements
"@SixSigmaCapital $UNH is one of my favorite defensive plays $JD and $PDD have strong balance sheets and are undervalued. I like them as a defensive pick"
X Link 2025-12-04T21:16Z 1070 followers, XXX engagements
"VALUATION MATTERS If you bought $INTC in 2021 you'd still be down XX% $INTC is up XXX% YTD Buy when fear is priced in not when everyone is overly optimistic"
X Link 2025-12-05T16:12Z 1071 followers, XXX engagements
"@TheRonnieVShow $GRAB is ready to launch"
X Link 2025-12-05T16:20Z 1032 followers, XXX engagements
"@StockChaser_ I like this list. I'd add $ROOT $TMDX $AMZN $DLO $NU $GRAB"
X Link 2025-12-05T16:30Z 1041 followers, XXX engagements
"Why not $HIMS long term Their growth is unheard of even though the valuation right now is high compared to current day. I get the fear of disruption but $HIMS feels like it has a long runway ahead if they keep executing. Maybe I'm wrong Really curious about your thoughts on $HIMS"
X Link 2025-12-05T18:43Z 1051 followers, XXX engagements
"@JM_Investment0 Really good value on $MOH. I also have positions in $UNH and $CNC too I like those better but the $MOH valuation is getting crazy right now"
X Link 2025-12-05T20:45Z 1054 followers, XXX engagements
"@TrendSpider @grok is this positive news for $ROOT having $CVNA in the S&P500"
X Link 2025-12-06T00:15Z 1034 followers, XXX engagements
"@StockChaser_ I agree with $NVO and $JD $DUOL Im still not sold on I dont really know enough about it yet. Why do you think $DOUL is misunderstood"
X Link 2025-12-06T22:52Z 1071 followers, XXX engagements
"@patientinvestt Anyone here own $CROX"
X Link 2025-12-08T01:52Z 1051 followers, XXX engagements
"@TheRayMyers Thank you Ray $ZETA is still early stages"
X Link 2025-12-08T15:16Z 1070 followers, XXX engagements
"3 real value plays right now: $JD XXX P/E X% rev CAGR $UNH XX P/E XX% rev CAGR $PYPL XX P/E XXX% rev CAGR Cheap. Growing. Ignored. This is where value lives. 📉🔥"
X Link 2025-11-28T16:20Z 1071 followers, XXX engagements
"$PYPL is quietly engineering a monster EPS boost. Theyve already retired XX% of the company since 2021 At todays prices their authorized repurchases can retire another XX% Fewer shares + steady cash flow = EPS goes up EPS goes up = stock goes up The math isnt complicated. The market is just ignoring it. LONG $PYPL. 📈🔥"
X Link 2025-11-28T18:51Z 1071 followers, 2470 engagements
"@nataninvesting $PDD is a monster. Here's a visual of $PDD Free cash flow👇"
X Link 2025-11-28T18:54Z 1071 followers, 1170 engagements
"$ROOT is one of the most misunderstood growth stories in the market. $1.2B market cap. $1.45B in revenue. 23x P/E. XX% LTM rev growth. XX% 3-yr rev growth. And some of the best gross loss ratios in the entire auto-insurance industry. Legacy insurers get valued for size. $ROOT gets punished for being early. Thats the opportunity. Anything under $XXX is a gift in my eyes the kind of setup that looks obvious in hindsight. If they keep executing this is a 510x over the next X years type of name. Stock is down XX% on the year with highs of $XXX. Now trades $XX LONG $ROOT"
X Link 2025-12-04T14:16Z 1071 followers, 1316 engagements
"@TheLongInvest $ZETA fundamentals are phenomenal SG&A today is similar to 2022. While revenue is over double. One of the many reasons I like $ZETA Could easily see this above $XX next year LONG $ZETA"
X Link 2025-12-05T23:09Z 1071 followers, 1253 engagements
"@TheLongInvest @grok what are the most at risk names for a pullback right now due to valuations being driven up by the bull market"
X Link 2025-12-08T18:47Z 1071 followers, 2160 engagements
"$AMZN trading near its lowest valuation all time EV/EBITDA: 17x EBITDA P/E: 31x earnings Revenue growth CAGR: XX% $AMZN is the epitome of excellent execution at scale. They are a monster Im bullish $AMZN would love to buy more on a pullback but think even today its a good deal Whats am I missing about $AMZN"
X Link 2025-12-08T18:55Z 1071 followers, 3786 engagements
"Great visual on $GRAB 👇 Another high growth name experiencing operating leverage. High potential here"
X Link 2025-12-08T19:36Z 1071 followers, XXX engagements
"@MMMTwealth Love this list Oliver I own $ROOT $DLO and $TMDX. $HROW high on the watchlist Whats the case for $SPIR or $ONDS (if you have any favorite posts could you link them)"
X Link 2025-12-08T23:46Z 1071 followers, XXX engagements
"@TheLongInvest $JD is a clear disconnect Revenue over doubled since 2019 $JD Stock trades lower today than 2019 Long $JD"
X Link 2025-12-01T15:45Z 1071 followers, 1528 engagements
"🚨 $MOH: The Market Just Made a $10B Mistake 🚨 Swipe 👉 because this chart is insane. April X 2025 EV: $13.5B Todays EV: $3.14B A XX% collapse in one quarter doesnt reflect fundamentals it reflects fear forced selling and zero nuance. Everyone is pricing $MOH like its going out of business. Its not. Scroll for the part nobody is talking about. 👇"
X Link 2025-12-05T12:44Z 1071 followers, XXX engagements
"Great $ZETA visual by @TheRayMyers for anyone looking to learn more about this name 👇"
X Link 2025-12-08T15:15Z 1071 followers, XXX engagements
"@CaesarCapitalz $ZETA is a great buy under $XX IMO"
X Link 2025-12-08T15:16Z 1071 followers, XXX engagements
"@wealthmatica Thanks for sharing Great insight how much of your portfolio do you have in $ZETA Im considering adding right now"
X Link 2025-12-09T12:46Z 1071 followers, XXX engagements
"@thexcapitalist $AMZN revenue growth x multiple growth = 🚀 $AMZN has almost double operating margin from 2020-2020 (5.9%-11%) $AMZN is the epitome of quality heres the visual👇"
X Link 2025-12-09T14:55Z 1071 followers, XXX engagements
"@TheLongInvest 🤣 @grok how did $VSCO "body positivity" movement have on their brand and are they moving away from that in their advertising"
X Link 2025-12-09T21:15Z 1071 followers, XXX engagements
/creator/x::ValuationEdge_