[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.]

# ![@_wisdomowl Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1967858315616194594.png) @_wisdomowl Wisdom Owl

Wisdom Owl posts on X about investment, $hubs, $fi, has been the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1967858315616194594/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967858315616194594/c:line/m:interactions.svg)

- X Week XXXXX +27%

### Mentions: XX [#](/creator/twitter::1967858315616194594/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967858315616194594/c:line/m:posts_active.svg)

- X Week XX +50%

### Followers: XX [#](/creator/twitter::1967858315616194594/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967858315616194594/c:line/m:followers.svg)

- X Week XX +63%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1967858315616194594/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1967858315616194594/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1967858315616194594/influence)
---

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

**Social topic influence**
[investment](/topic/investment) #4366, [$hubs](/topic/$hubs) #9, [$fi](/topic/$fi) #36, [has been](/topic/has-been) 4.69%, [$fslrs](/topic/$fslrs) #1, [the sun](/topic/the-sun) #286, [profitable](/topic/profitable) #279, [okta inc](/topic/okta-inc) #6, [$okta](/topic/$okta) #6, [okta](/topic/okta) #64

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@fiscalai](/creator/undefined) [@wearycenturion](/creator/undefined) [@krossroads](/creator/undefined) [@qualityinvest5](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@solutionorganic](/creator/undefined)

**Top assets mentioned**
[HUBSPOT, INC. (HUBS)](/topic/$hubs) [Fiserv, Inc. (FI)](/topic/$fi) [Okta Inc (OKTA)](/topic/okta-inc) [Albemarle Corporation (ALB)](/topic/albemarle-corp) [Alien Base (ALB)](/topic/$alb) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [On Holding AG (ONON)](/topic/$onon) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Palantir (PLTR)](/topic/$pltr) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [First Solar, Inc. (FSLR)](/topic/$fslr) [Equinix Inc (EQIX)](/topic/$eqix) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Coupang, Inc. (CPNG)](/topic/$cpng) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Dynatrace, Inc. (DT)](/topic/$dt) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [NRG Energy Inc (NRG)](/topic/$nrg) [Corning Incorporated (GLW)](/topic/$glw) [Micron Technology, Inc. (MU)](/topic/$mu) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [StaFi (FIS)](/topic/$fis)
### Top Social Posts [#](/creator/twitter::1967858315616194594/posts)
---
Top posts by engagements in the last XX hours

"First Solar makes thin-film solar panels for utility-scale projects. It has been a cyclical business: losses in 2022 now XX% margins. The twist AI data centers are creating power demand that could dwarf normal solar cycles. Here's why this is $FSLR's moment in the sun: Business in Brief First Solar specializes in thin film solar panels using proprietary cadmium telluride technology. Unlike competitors they focus on utility-scale projects not residential installations. Valuation Current Price: $XXX Fair Value (12% EPS CAGR): $XXX Price/Earnings: 19.6x (reasonable for normalized cyclical"  
[X Link](https://x.com/_wisdomowl/status/1978205067703709703) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-14T21:03Z XX followers, 1060 engagements


"Day 13: Albemarle Corporation $ALB"  
[X Link](https://x.com/_wisdomowl/status/1978360316728689041) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:20Z XX followers, XXX engagements


"Day 14: First Solar $FSLR"  
[X Link](https://x.com/_wisdomowl/status/1978360541471965270) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:21Z XX followers, XX engagements


"Now behind every LLM is a warehouse humming with servers and cables. That's where Equinix $EQIX and Digital Realty $DLR come in they own the physical layer of the AI boom"  
[X Link](https://x.com/_wisdomowl/status/1978795941793775985) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"@grok what are your thoughts on $HUBS based on recent news and price drop YTD"  
[X Link](https://x.com/_wisdomowl/status/1974302099870802015) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-04T02:34Z XX followers, XXX engagements


"100 Investment Ideas in XXX Days Day 12: Deckers Outdoor $DECK YTD stock is down XX% but they reported record profitability. Someone's wrong here. Business Overview Premium footwear powerhouse with dual-engine growth: HOKA (performance) up XX% and UGG (lifestyle) up XX% in Q1 2026. Asset-light brand portfolio with XX% gross margins. Valuation Current: $XX Fair value: $XXX P/S: 3.0x and P/E: 16x (at 5-year avg) Key Positives ROIC accelerating from XX% XX% Revenue/share doubled in X years ($15 $34) Net margins at XX% vs industry avg X% Near-zero debt (0.13 D/E ratio) FCF machine: $5.90/share"  
[X Link](https://x.com/_wisdomowl/status/1977544968593080776) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-13T01:20Z XX followers, XXX engagements


"Day 12: Deckers Outdoor $DECK"  
[X Link](https://x.com/_wisdomowl/status/1978360021684506691) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:19Z XX followers, XXX engagements


"Citi raised $FSLR's price target to $XXX from $XXX maintaining a Buy rating. The upgrade reflects potential catalysts like US capacity expansion and strong bookings. I shared my investment thesis here 👇"  
[X Link](https://x.com/_wisdomowl/status/1978565312598458676) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T20:55Z XX followers, XXX engagements


"A new class of AI-native cloud providers is also rising built for GPU-heavy workloads: Nebius $NBIS CoreWeave Lambda Labs and Crusoe (all private players). Some operate their own/colocated data-centers others lease capacity from the big players they're trying to outgrow"  
[X Link](https://x.com/_wisdomowl/status/1978795939218456887) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"100 Investment Ideas in XXX days Day 16: On Holding $ONON On is the Swiss upstart challenging Nike and Adidas with premium running shoes. For years it was a hyped growth story losing money. Then the inflection hit: pandemic losses turned to profits revenue tripled and gross margins expanded to 61%. Here's why $ONON's an opportunity: Business in Brief Premium athletic footwear brand built on CloudTec cushioning technology capturing share from legacy players with cult-like customer loyalty. Valuation Current Price: $XX Fair Value (at XX% Revenue CAGR): $XX Positives In last X years: Revenue per"  
[X Link](https://x.com/_wisdomowl/status/1978957189550346342) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T22:52Z XX followers, XXX engagements


"Day 19: Coupang $CPNG Often called South Koreas Amazon Coupang spent years burning billions to dominate e-commerce. Now its profitable cash flow positive and scaling fast - yet trades at only 1.8x sales vs. Amazons 3.5x. Here's why this is $CPNG's moment in the sun: Business in brief: Coupang is South Koreas dominant e-commerce platform operating the countrys fastest and most integrated delivery network. Its end-to-end infrastructure from fulfillment centers to last-mile logistics gives it the scale and speed few global rivals can match. Valuation: Current Price: $XX Fair Value (at 15%"  
[X Link](https://x.com/_wisdomowl/status/1980345913374568943) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-20T18:50Z XX followers, XXX engagements


"Five undervalued midcap tech stocks for the week: X. $AFRM Affirm Technologies X. $TTD Trade Desk X. $DT Dynatrace X. $MNDY Monday dot com Ltd X. $LYFT Lyft X minute breakdown👇"  
[X Link](https://x.com/_wisdomowl/status/1970565845119332359) [@_wisdomowl](/creator/x/_wisdomowl) 2025-09-23T19:08Z XX followers, XXX engagements


"🚀 XXX Investment Ideas in XXX Days 💡 Day #3: HubSpot $HUBS is Under Valued. The SaaS turnaround story everyone's sleeping on. The Setup: 2020: Burning cash negative returns losing $XX on every $XXX 2025: $XX FCF/share (up 18x) positive ROIC margins at breakeven The Math: Current price: $XXX Fair value at XX% revenue CAGR: $XXX The Evidence: - Revenue compounding at 19%+ while building profitability. (see chart below 👇) -Q2 2025: $761M revenue XX% operating margin $1.9B cash. - 268K customers paying $11K+ each. The CRM market is massive. HubSpot is still early innings. The Risk: Can they"  
[X Link](https://x.com/_wisdomowl/status/1974265651251269663) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-04T00:09Z XX followers, XXX engagements


"100 Investment Ideas in XXX Days Week X Recap Longs (4): X. $UBER - Gig economy dominance X. $HUBS - SaaS growth machine X. $FI - Fintech disruptor X. $MNDY - Fire-sale pricing Shorts (3): X. $PLTR - Valuation madness X. $AAPL - iPhone plateau X. $TSLA - Margin collapse This week's theme was: X. Finding value where Wall Street panics. X. Avoiding hype where fundamentals crack. Follow for one stock idea daily. XX more to go"  
[X Link](https://x.com/_wisdomowl/status/1975728645420310903) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-08T01:03Z XX followers, XXX engagements


"Day 2: Palantir $PLTR"  
[X Link](https://x.com/_wisdomowl/status/1976212323565261005) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-09T09:05Z XX followers, XXX engagements


"Day 3: Hubspot $HUBS"  
[X Link](https://x.com/_wisdomowl/status/1976212325867880722) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-09T09:05Z XX followers, XXX engagements


"Who benefits till then Gas and hybrid utilities like Vistra $VST Constellation Energy $CEG and NRG Energy $NRG that can spin up capacity now. Renewables will catch up. Investors want efficient and clean AI. But physics favors those who can deliver a stable supply today"  
[X Link](https://x.com/_wisdomowl/status/1978795922097356883) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"The final constraint is data transfer and storage. Fiber-optic cable makers (e.g Corning $GLW) and DRAM suppliers (e.g Micron $MU Samsung $SSNLF) are critical to scaling AI inference. When compute saturates memory bandwidth and network throughput will be the next frontier"  
[X Link](https://x.com/_wisdomowl/status/1978795947040833762) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"Okta's $OKTA new AI security platform targets FY27 indicating a long-term growth strategy in digital identity. Focus on AI agent security and tamper-proof credentials could redefine $OKTA's market position. Listen to CEO Todd McKinnon interview. (link in comments) 👇"  
[X Link](https://x.com/_wisdomowl/status/1979299473193939363) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-17T21:32Z XX followers, XXX engagements


"Day 17: Okta Inc. $OKTA Okta authenticates enterprise logins. When you access work apps Okta likely verified you. It burned cash for years chasing growth. Not anymore. FCF jumped from $XXXX to $XXXX per share while turning profitable. Here's why $OKTA is undervalued: Business in Brief Okta holds the high ground in enterprise identity management protecting logins and access for thousands of companies worldwide. Now it's expanding into AI agent authentication a category that barely existed XX months ago. Valuation Current Price: $XX Fair Value (12% revenue CAGR): $XXX Price/Sales Ratio: XXXX :"  
[X Link](https://x.com/_wisdomowl/status/1979238307738370473) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-17T17:29Z XX followers, XXX engagements


"Day 15: Merck & Co. $MRK"  
[X Link](https://x.com/_wisdomowl/status/1980528594154815873) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-21T06:56Z XX followers, XXX engagements


"Day 17: Okta inc. $OKTA"  
[X Link](https://x.com/_wisdomowl/status/1980529092245274736) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-21T06:58Z XX followers, XX engagements


"100 Investment Ideas in XXX Days Day 13: Albemarle Corporation $ALB Albemarle is the world's largest lithium producer. It mines brine in Chile and hard rock in Australia processing it into battery-grade lithium for electric vehicles. For years that made billions. Then lithium prices collapsed XX% from 2022 peaks. Margins evaporated and the company bled cash. But the bottom just arrived and most investors are still running scared. Albemarle trades at $XX a share just 2.3x sales while trading XX% above its cyclical low. Here's why this is Albemarle's moment in the sun: Business in Brief"  
[X Link](https://x.com/_wisdomowl/status/1977809066950021363) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-13T18:50Z XX followers, 1440 engagements


"@FundasyInvestor Bit of a contrary opinion: I think $FI is heavily undervalued. ROIC and free cash flow have been growing consistently profits are strong the market overreacted to the Q2 earnings call"  
[X Link](https://x.com/_wisdomowl/status/1978368639054066111) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T07:53Z XX followers, 1085 engagements


"Day 15: Merck & Co. $MRK Merck is Big Pharma royalty. It mints cash pays dividends and compounds quietly. 2023 one-time charges tanked earnings to zero. The stock sold off. But operations recovered fully: ROIC bounced to XXXX% margins to 25.8%. Here's the opportunity: Business in Brief Merck develops prescription drugs vaccines and biologics. It holds 30%+ market share in oncology and immunology reinvesting XXXX% of revenue into R&D. Valuation Current Price: $XXXXX Fair Value (6% EPS growth): $XXXXX Positives Strong recovery from 2023 anomaly. Over the last year: ROIC: XXX% XXXX% Net margin:"  
[X Link](https://x.com/_wisdomowl/status/1978536115939184726) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T18:59Z XX followers, XXX engagements


"Yes they have debt but it's good debt which they can easily pay off. How is it good debt In 2025 $FI acquired four companies (Payfare CCV Group Pinch Payments and increased ownership in AIB Merchant Services) that expand their payment technology services. How can they pay off $FI generated $XXXX billion in cash from operations in just the first six months of 2025 which can cover about XX% of their total $XXXXX billion debt annually"  
[X Link](https://x.com/_wisdomowl/status/1978559368091103739) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-15T20:31Z XX followers, XXX engagements


"Below them are the power-grid suppliers like Schneider Electric $SBGSY and cooling-system firms like Johnson Controls $JCI. This boom is giving data-center REITs pricing power again but they're also CapEx intensive. It's a land grab measured in megawatts rather than acres"  
[X Link](https://x.com/_wisdomowl/status/1978795944381718680) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-16T12:11Z XX followers, XX engagements


"North Dakota partnering with $FI on a state-backed stablecoin could signal future revenue streams. Expansion into digital currency infrastructure may boost $FI's growth beyond traditional payments"  
[X Link](https://x.com/_wisdomowl/status/1979325859384471981) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-17T23:17Z XX followers, XXX engagements


"100 Investment Ideas in XXX Days Day 18: Costco Wholesale $COST Costco is the warehouse club that won. For decades it's turned bulk toilet paper and $XXXX hot dogs into a money-printing membership empire. The model works. Returns on capital are exceptional. The balance sheet is fortress-strong. Every metric screams quality. But quality has a price and Costco now trades at $XXX nearly triple what the fundamentals support. Here's why even excellence can be expensive: Business in Brief Costco runs XXX warehouses across the globe. Members pay $65-$130 yearly for access. That's $XXX billion in"  
[X Link](https://x.com/_wisdomowl/status/1979938376943034737) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-19T15:51Z XX followers, XXX engagements


"Day 16: On Holding $ONON"  
[X Link](https://x.com/_wisdomowl/status/1980528842562584835) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-21T06:57Z XX followers, XXX engagements


"Day 18: Costco Wholesale $COST"  
[X Link](https://x.com/_wisdomowl/status/1980529459360124934) [@_wisdomowl](/creator/x/_wisdomowl) 2025-10-21T06:59Z XX followers, XX engagements