Dark | Light
[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_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1966358545407881225.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966358545407881225/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1966358545407881225/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966358545407881225/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::1966358545407881225/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966358545407881225/c:line/m:followers.svg)

- X Week XXXXX +13%
- X Month XXXXX +69%

### CreatorRank: XXXXXXX [#](/creator/twitter::1966358545407881225/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1966358545407881225/c:line/m:influencer_rank.svg)

### 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_ Avatar @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 #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XXX -XX%
  • X Month XXX -XXXX%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +13%
  • X Month XXXXX +69%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

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 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 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_
/creator/x::ValuationEdge_