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# ![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1671992086424432640.png) @thexcapitalist Oguz O. | 𝕏 Capitalist 💸

The US is facing a potential debt crisis, with a large budget deficit and a need to refinance $X trillion of debt, which could lead to inflation and erosion of the US dollar's status as a reserve currency. To mitigate this risk, investors are advised to reduce fiat exposure, put money into assets, and diversify across asset classes, with a focus on companies with pricing power. Recommended stocks include $NU, $UNH, $PYPL, $OSCR, $DLO, $NBIS, and $OPFI, which are expected to benefit from trends such as the growth of digital banking, healthcare spending, and renewable energy.

### Engagements: XXXXXXX [#](/creator/twitter::1671992086424432640/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1671992086424432640/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXXX +299%

### Mentions: XX [#](/creator/twitter::1671992086424432640/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1671992086424432640/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1671992086424432640/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1671992086424432640/c:line/m:followers.svg)

- X Week XXXXXX +0.65%
- X Month XXXXXX +2.60%
- X Months XXXXXX +32%
- X Year XXXXXX +289%

### CreatorRank: XXXXXXX [#](/creator/twitter::1671992086424432640/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1671992086424432640/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1671992086424432640/influence)
---

**Social category influence**
[finance](/list/finance)  #2489 [stocks](/list/stocks)  #2064 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  #1703 [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[money](/topic/money) #3592, [$flnc](/topic/$flnc) #2, [cagr](/topic/cagr) #5, [stocks](/topic/stocks) 1.14%, [$nee](/topic/$nee) #3, [$ceg](/topic/$ceg) #10, [$amd](/topic/$amd) #196, [$nvda](/topic/$nvda) #1155, [$bep](/topic/$bep) #3, [$et](/topic/$et) #3

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@danielisdizzy](/creator/undefined) [@meeijer](/creator/undefined) [@tacticzh](/creator/undefined) [@007ofwallst](/creator/undefined) [@valuationedge_](/creator/undefined) [@intellectwander](/creator/undefined) [@griddr](/creator/undefined) [@investibrew](/creator/undefined) [@smartfinapp](/creator/undefined) [@web_devepoler](/creator/undefined) [@x_investor10](/creator/undefined) [@100ideas](/creator/undefined) [@sergeycyw](/creator/undefined) [@librab103](/creator/undefined) [@grok](/creator/undefined) [@maobaobaomby](/creator/undefined) [@ok_surf](/creator/undefined) [@satireseal](/creator/undefined) [@godsonlloyd](/creator/undefined)

**Top assets mentioned**
[Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [NextEra Energy Inc (NEE)](/topic/$nee) [Constellation Energy Corp (CEG)](/topic/$ceg) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Energy Transfer, LP. (ET)](/topic/$et) [Oracle Corporation (ORCL)](/topic/$orcl) [UnitedHealth Group (UNH)](/topic/$unh) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Sei (SEI)](/topic/$sei) [Goldman Sachs (GS)](/topic/goldman-sachs) [NuCypher (NU)](/topic/$nu) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Arista Networks Inc (ANET)](/topic/$anet) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [IREN Limited (IREN)](/topic/$iren) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Morgan Stanley (MS)](/topic/morgan-stanley) [Interlay (INTR)](/topic/$intr) [Metadium (META)](/topic/$meta) [MongoDB, Inc. (MDB)](/topic/$mdb) [Cream (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [GE Vernova Inc. (GEV)](/topic/$gev) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Fabrinet (FN)](/topic/$fn)
### Top Social Posts [#](/creator/twitter::1671992086424432640/posts)
---
Top posts by engagements in the last XX hours

"OpenAI expects its energy capacity will grow 125x in the next X years. Itll consume more energy than India. Yet the market is so focused on data center stocks that it completely ignores the energy. The real AI play is energy. $CEG $FLNC $NEE $ET $BEP $SEI"  
[X Link](https://x.com/thexcapitalist/status/1971884352863969619) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-27T10:27Z 98.9K followers, 130.7K engagements


"This is why you should never short. To make money by going short you shouldnt just be right on the stock you should also be right on timing. The former is relatively easy to do the latter is very hard. Being right on both consistently is near impossible"  
[X Link](https://x.com/thexcapitalist/status/1978440600610300052) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-15T12:39Z 98.9K followers, 28.4K engagements


"I am buying a new growth stock with 3x potential: Since 2020 it has delivered: - XX% annual revenue growth. - XX% annual earnings growth. - Median ROCE of 20%. It's just trading at XX times forward earnings. Here is my full investment thesis:"  
[X Link](https://x.com/thexcapitalist/status/1969757694601879879) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-21T13:36Z 98.9K followers, 68.9K engagements


"Here is how I see the market right now: - The overall market is expensive. - Inflation may tick up soon due to tariffs etc. - Commercial credit is weaker than consumer credit. This is a time to think more defensively than offensively. Healthcare is there for defensive positioning trading at just XX forward earnings versus XX for the S&P. The largest healthcare providers are still down about XX% from their highs and they are guiding for growth next year. Hedge funds are buying members of Congress are buying and even Buffett is buying. I think the sector deserves some attention now. Especially"  
[X Link](https://x.com/thexcapitalist/status/1979183821695148198) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-17T13:52Z 98.9K followers, 15.9K engagements


"3/ $ASML P/E Ratio: XXXX Return on Capital: XXXX% 5-Year Revenue CAGR: XXXX% It's the sole manufacturer of the Extreme Ultraviolet Lithography Machines for cutting-edge chip manufacturing. It'll benefit from the skyrocketing chip demand as foundries like TSMC and Samsung are building new plants to meet the demand. ASML is the sole supplier of EUVL machines for these new plants. As foundries announce new projects their future outlook will become increasingly brighter. It's at an attractive price relative to its historical valuation"  
[X Link](https://x.com/thexcapitalist/status/1959938329769652490) [@thexcapitalist](/creator/x/thexcapitalist) 2025-08-25T11:18Z 98.8K followers, 26.3K engagements


"Ray Dalio sees the future. He warned "Something worse than a recession is coming." It's already happening. Gold prices are soaring while the USD index is collapsing. What Ray Dalio sees coming next is disastrous: 🧵"  
[X Link](https://x.com/thexcapitalist/status/1962900527533998149) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-02T15:28Z 98.9K followers, 2M engagements


"The real AI play is the energy. Global data center power demand will double in the next X years and triple by 2034. Niche companies that can supply power to or store it for data centers will skyrocket. $ET $CEG $FLNC $BEP $NEE"  
[X Link](https://x.com/thexcapitalist/status/1970503907110707514) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-23T15:01Z 98.9K followers, 101K engagements


"$FLNC is one of the leaders in energy storage. It generated $XXXX billion in revenue last year. Market cap $XXX billion. It's trading at 1.3x sales despite XX% annual growth since 2020. Meanwhile the storage capacity in the US is projected to triple by 2030. Long $FLNC"  
[X Link](https://x.com/thexcapitalist/status/1979583489839403135) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-18T16:20Z 98.9K followers, 47.1K engagements


"Buffetts mystery stock may be revealed on Thursdays filing. Its almost $X billion in size making it X% of his portfolio. What company is currently undervalued and big enough so Buffett could build $X billion position without getting noticed Maybe $UNH Its not X chance"  
[X Link](https://x.com/thexcapitalist/status/1955146152552136981) [@thexcapitalist](/creator/x/thexcapitalist) 2025-08-12T05:55Z 98.8K followers, 230.8K engagements


"$TSM is one of the most undervalued stocks relative to its performance and potential. They effortlessly delivered XX% YoY revenue growth last month. Their yields in 2nm are XX% higher than the closest competitor Samsung. They are the only foundry having started the development of 1nm process and they expect to start manufacturing on 1nm nodes in 2030. Regardless of who designs the best chips $TSM will be the one manufacturing it. Long $TSM"  
[X Link](https://x.com/thexcapitalist/status/1965717511820980242) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-10T10:02Z 98.8K followers, 28.9K engagements


"$TTD is grossly undervalued now. It's facing some headwinds but nowhere near to justify a XX% drop. Let's make some very conservative assumptions: - XX% annual growth - XX times exit multiple - XX% net income margin We get a $XX billion company in 2030. Discount it back to this day at X% annual rate and we get a $XX billion company. It's currently valued at $XX billion meaning it's undervalued even on very conservative assumptions. In a bit bullish scenario it can easily double in the next X years. Why wouldn't this work from here"  
[X Link](https://x.com/thexcapitalist/status/1967884726250688562) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-16T09:34Z 98.8K followers, 50.3K engagements


"This is alarming Almost XX% of the US real GDP growth last quarter was driven by tech capex. Bulk of the capex was AI-related investments. Aggregate capex cant keep climbing like this in the absence of real profits derived from AI investments. If this doesnt happen soon enough well likely see substantial slow-down in GDP growth which can trigger a deep correction in the market given that the valuations are already at elevated levels. I think its time to be more fearful than greedy"  
[X Link](https://x.com/thexcapitalist/status/1974070769748517201) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-03T11:15Z 98.8K followers, 174K engagements


"Energy is the real AI play. Goldman Sachs predicts that AI will lead to XX% growth in data center power demand by 2030 making up XX% of the total data center power demand. We need to add capacity and storage at an unprecedented rate. Long energy. $FLNC $CEG $BEP $SEI $NEE"  
[X Link](https://x.com/thexcapitalist/status/1977640995740323925) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-13T07:42Z 98.9K followers, 76.3K engagements


"Batteries arent just for backup they also enable energy arbitrage. Companies deploying utility-scale batteries can charge them at night when prices are low and sell power back to the grid during the day when prices are high. This is only just getting started. Long $FLNC"  
[X Link](https://x.com/thexcapitalist/status/1977806794065121370) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-13T18:41Z 98.8K followers, 22.3K engagements


"4/ $NU P/E Ratio: XX Return on Equity: XX% 5-Year Revenue CAGR: XX% It's the largest digital bank in the world that is still growing extremely fast. Valuation took a hit last year as the Brazilian Real dipped against the USD but has recovered since then. It is rapidly expanding in Colombia and Mexico with entry to Argentina imminent. It'll also benefit from the weaker USD as the FED is preparing for rate cuts"  
[X Link](https://x.com/thexcapitalist/status/1959938333829722304) [@thexcapitalist](/creator/x/thexcapitalist) 2025-08-25T11:18Z 98.8K followers, 26.7K engagements


"This is alarming. Over XX% of VC money is now going to AI companies. For reference only XX% of the VC money went to internet companies in 1999. If those AI companies dont start generating real revenue soon enough investors will start stepping back. When this happens all those unprofitable companies will go bankrupt and potentially trigger a systematic collapse similar to what happened in 2000. Time to be more cautious than greedy when it comes to AI driven investment theses"  
[X Link](https://x.com/thexcapitalist/status/1975108100328673749) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-06T07:57Z 98.8K followers, 253.3K engagements


"People are rushing to data center stocks but the real AI play is energy. Morgan Stanley predicts a 36GW power shortfall in the U.S. due to the expected data-center buildout over the next three years. We need to ramp up capacity + storage ASAP. $CEG $FLNC $BEP $NEE $ET $SEI"  
[X Link](https://x.com/thexcapitalist/status/1975849470345834625) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-08T09:03Z 98.8K followers, 88.1K engagements


"$AMD is rapidly catching up with $NVDA. Oracle announced yesterday that it will deploy 50000 $AMD GPUs. Demand for the MI450s is off the charts as they go head-to-head with $NVDA Rubin. This market is expected to reach $XXX billion by 2030. If $AMD can capture just XX% of that it will generate $XX billion in revenue from this segment alone. The entire company generated only $XX billion in revenue last year. Long $AMD"  
[X Link](https://x.com/thexcapitalist/status/1978370978372612535) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-15T08:02Z 98.9K followers, 49.3K engagements


"$TSM just reported Q3 results and its nothing other than fascinating. - Revenue grew XX% YoY - Earnings grew over XX% - Net margin reached XX% Its expanding market share in all segments. It has 20-40% better yields in 2nm process than Samsung and its targeting 1nm process by 2030. Its currently trading at around 23-25 forward earnings which makes it one of the cheapest monopolies with one of the highest growth potential ahead. Long $TSM"  
[X Link](https://x.com/thexcapitalist/status/1978724392008929612) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-16T07:27Z 98.9K followers, 45.4K engagements


"Few words about how to benefit from regional bank weakness: I am not sure whether the perceived weakness in regional banks may turn to a full blown banking crisis. If it does though there will be opportunities in fintech that arent much exposed to commercial loans. To start with banks went over their loan portfolios after the collapse of Tricolor and First Brands. All Zion could find was a $XX million bad loan in a $XX billion asset base. However even if we assume the issue is more extensive and common than we see on the surface itll primarily effect the regional banks heavily exposed to"  
[X Link](https://x.com/thexcapitalist/status/1979086442090410113) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-17T07:25Z 98.9K followers, 20.8K engagements


"I think there is no single reason of the volatility we got in the last two days. I think the reason is that the valuations are stretched right now and everybody knows this. This makes the market fragile. Its basically looking for a trigger to correct itself a bit"  
[X Link](https://x.com/thexcapitalist/status/1979218908461625833) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-17T16:12Z 98.9K followers, 10.3K engagements


"Microsoft gives the signal for potential AI bubble. This is not the first time they raised concerns about excessive capacity. Satya said earlier this year that they want to avoid overbuilding so they are open to renting. Microsoft has been renting more and more capacity since then instead of building it all itself. Meanwhile everybody in the crypto mining space has pivoted to AI cloud and rapidly adding capacity. Hyperscalers like Google Oracle and Meta are building at full speed followed by neo-clouds like $CRWV and $NBIS. At some point excess capacity will be inevitable. When that happens"  
[X Link](https://x.com/thexcapitalist/status/1979656111272894925) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-18T21:09Z 98.9K followers, 56K engagements


"5. $INTR P/E Ratio: XX 5-Year Revenue CAGR: XX% Return on Equity: XX% Inter is the second-largest neo-bank in Brazil and it's actively pursuing expansion in both Latin America and the US. Its monetization strategy is based on loans. This leads users to keep idle money in their accounts to service debt. They utilize idle deposits to fund loan portfolio growth resulting in one of the lowest costs of funding in the industry. They have also created complementary products around their core banking operations like investment insurance brokerage and shopping. This opens up ample cross monetization"  
[X Link](https://x.com/thexcapitalist/status/1967589165542871272) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-15T13:59Z 98.9K followers, 9129 engagements


"$TSM is the most obvious AI/semiconductor play in the market. It expanded its overall market share from XX% in Q2 2024 to XX% in Q2 2025. This goes above XX% in advanced chip manufacturing. Its yields in 2nm process is XX% higher than that of Samsung. Long $TSM"  
[X Link](https://x.com/thexcapitalist/status/1976618760728694805) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-10T12:00Z 98.8K followers, 17K engagements


"1/ $FLNC is the leading utility-scale battery provider with 5x potential. Power demand is exploding due to rapid data center buildout. Most of the new capacity should come from renewables where storage is critical. Here is why $FLNC is an asymmetric opportunity: 🧵"  
[X Link](https://x.com/thexcapitalist/status/1977743166573867103) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-13T14:28Z 98.9K followers, 55.5K engagements


"Markets are waking up to energy storage. Financial Times reports that China and the US are rapidly growing battery capacity. Without storage renewables wont work. Without renewables data center power demand will be impossible to meet. Batteries are the future. $FLNC $EOSE"  
[X Link](https://x.com/thexcapitalist/status/1977967294178263045) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-14T05:18Z 98.9K followers, 21.1K engagements


"Smart money keeps buying $UNH. Dodge & Cox recently disclosed a $XXX billion position at a reported price of $XXX per share. Davenport & Company also disclosed that it increased its position by 26%. If they beat this quarter and guide for growth next year this can quickly climb over $XXX levels. Long $UNH"  
[X Link](https://x.com/thexcapitalist/status/1978762367262408723) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-16T09:58Z 98.9K followers, 96.9K engagements


"$AMZN -X% YTD despite the market rally. This is due to the underperformance of AWS relative to other cloud giants. AWS grew just XX% last year while $MSFT Azure grew XX% and $GOOG Cloud grew 30%. This will change once Anthropic's AWS clusters go live. Two gigawatt-scale clusters are beginning operations this year and they will accelerate AWS growth from XX% to XX% levels according to SemiAnalysis. If Anthropic gets performance from them further deployment of Trainium-equipped clusters will follow. If Anthropic validates the performance many smaller AI labs may follow and AWS's growth can"  
[X Link](https://x.com/thexcapitalist/status/1978825444611723724) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-16T14:08Z 98.9K followers, 47.5K engagements


"Im pounding the table on energy storage again. The energy storage market wont slow down anytime soon. Goldman Sachs predicts that S&P XXX companies will spend $XXX trillion on AI next year and most of that money will go to building data centers. Result Power demand will explode. The additional capacity will have to come from renewables since fossil fuel capacity wont grow from here and nuclear takes too long to build. That necessarily means deploying massive amounts of storage both on-site and at the grid level. Long energy storage. $FLNC $EOSE $NEE"  
[X Link](https://x.com/thexcapitalist/status/1979284380666286531) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-17T20:32Z 98.9K followers, 104.5K engagements


"This tiny area is all you need to power the United States with solar. Plus tons of energy storage. We are still so early in the storage boom. $FLNC $EOSE $NEE"  
[X Link](https://x.com/thexcapitalist/status/1980008458377167200) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-19T20:29Z 98.9K followers, 8899 engagements


"2025 will be a transformational year in AI. Here are my top picks in AI investing theme: Hardware $TSM $AVGO $NVDA $AMD $ANET Software $AMZN $MSFT $META $GOOG $ORCL $MDB AI Agents $GOOG $CRM $META $NOW $MSFT"  
[X Link](https://x.com/thexcapitalist/status/1875587874189668613) [@thexcapitalist](/creator/x/thexcapitalist) 2025-01-04T16:59Z 98.7K followers, 170.5K engagements


"7. $WISE.L Revenue Growth: XX% Operating Margin: XX% Forward PE: XX International neobank that is preferred by those who want to cheaply move money internationally. Trading at a very attractive price despite the blockbuster revenue growth"  
[X Link](https://x.com/thexcapitalist/status/1876645591910072591) [@thexcapitalist](/creator/x/thexcapitalist) 2025-01-07T15:02Z 98.8K followers, 3393 engagements


"9. $ADYEY - Forward P/E: XX - Operating Margin: XX% - X Year Revenue CAGR: XX% European Stripe that is better suited for midsize or large companies with multiple sales channels than Stripe. As the share of digital payments among all payments keeps increasing it's growth may accelerate"  
[X Link](https://x.com/thexcapitalist/status/1890421351220940978) [@thexcapitalist](/creator/x/thexcapitalist) 2025-02-14T15:22Z 98.8K followers, 9682 engagements


"10. $WISE.L - Forward P/E: XX - Operating margin: XX% - X Year Revenue CAGR: XX% International neobank that is preferred by those who want to cheaply move money internationally. Trading at a very attractive price despite the blockbuster revenue growth"  
[X Link](https://x.com/thexcapitalist/status/1890421355008397646) [@thexcapitalist](/creator/x/thexcapitalist) 2025-02-14T15:22Z 98.8K followers, 14.3K engagements


"8/ Last but not least oral weight loss pills. Eli Lilly announced last week that its pill led to X% reduction after XX weeks in a Phase III trial. Novo's oral semaglutide also at Phase III leads to XX% weight reduction after XX weeks. Again superior. Its oral Amycreting which Lilly has no peer of led to a XX% reduction after just XX weeks. Novo wins again"  
[X Link](https://x.com/thexcapitalist/status/1952377447120351729) [@thexcapitalist](/creator/x/thexcapitalist) 2025-08-04T14:33Z 98.7K followers, 2707 engagements


"9/ The stock got hammered because the management lowered the guidance for the full year 2025. As much as the slowing sales the USD's loss of XX% against the Danish Krone contributed to this revision. Anyways this growth prospect is enough for the stock to double from here"  
[X Link](https://x.com/thexcapitalist/status/1952377451234881694) [@thexcapitalist](/creator/x/thexcapitalist) 2025-08-04T14:33Z 98.7K followers, 2565 engagements


"1/ $NBIS is my highest conviction stock for the next X years. Revenue is growing triple digits and they are looking to quadruple the capacity by the end of next year. It's just starting off. Here is why it can make 3x in the next X years: 🧵"  
[X Link](https://x.com/thexcapitalist/status/1955320631907484087) [@thexcapitalist](/creator/x/thexcapitalist) 2025-08-12T17:29Z 98.8K followers, 144.7K engagements


"$NU is one of my highest conviction stocks for the next decade. It is still growing very fast despite dominating its market. Yet the stock is still cheap. Here is everything you need to know about $NU business investment thesis financials everything. (Thread 🧵)"  
[X Link](https://x.com/thexcapitalist/status/1957435504426668389) [@thexcapitalist](/creator/x/thexcapitalist) 2025-08-18T13:32Z 98.8K followers, 283.9K engagements


"If you think you missed $NBIS you are wrong. They are targeting 1GW capacity by the end of next year. At the current market rates they can generate $X billion annual revenue assuming XX% utilization rate. Even if we assume just 2GW capacity by the end of 2030 it can generate $XX billion annual revenue. Even assuming a very conservative 8x sales multiple we get a $XXX billion company. Another 6x from the current levels"  
[X Link](https://x.com/thexcapitalist/status/1965536137847460051) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-09T22:01Z 98.7K followers, 93.3K engagements


"Demand for compute capacity is off the roof and its not slowing down anytime soon. Here are XX stocks that will massively benefit from the AI gold rush: Cloud $NBIS $CRWV $IREN $ORCL Energy $ET $CEG $GEV $GNRC Cooling $VRT $SBGSF $ETN $PPIH Networking $ALAB $ANET $CLS $FN Chips $NVDA $AMD $AVGO $MRVL What else would you add"  
[X Link](https://x.com/thexcapitalist/status/1966143598627291478) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-11T14:15Z 98.8K followers, 72.5K engagements


"Data centers already make up X% of US power demand. Apollo expects this to reach XX% of total US power demand in 2030. Energy is the real AI trade. $ET $CEG $BEP $FLNC $NEE"  
[X Link](https://x.com/thexcapitalist/status/1970061386920202609) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-22T09:43Z 98.8K followers, 51.6K engagements


"6. $GRG.L Forward P/E: XX 5-year Revenue CAGR: X% Year-to-date Drawdown: XXXX% Greggs is the largest bakery chain in the UK. The stock is having one of its largest drawdowns in the last XX years due to the combination of: - High inflation. - Extremely hot weather. - Elevated capital expenditures. It struggled to pass increasing prices to customers while simultaneously experiencing reduced traffic due to hot weather. All that happened in the middle of the peak capex cycle as it's building two new distribution centers. As the inflation subsides and we get into autumn I believe the net income"  
[X Link](https://x.com/thexcapitalist/status/1970456167999504853) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-23T11:52Z 98.7K followers, 14.2K engagements


"7. $INPST.AS Forward P/E: XX 5-year Revenue CAGR: XX% Year-to-date Drawdown: XXXX% The leading parcel locker operator in Europe. It's dominating Poland and rapidly expanding its locker network in Europe and the UK. The stock is currently having one of its largest drawdowns due to two main reasons: - Legal troubles with its recent acquisitions. - Competition from its biggest customer in Poland. The first one is about ot get resolved as the British High Court didn't issue an injunction and allowed it to carry on the restructuring of Yodel its recent acquisition. Second is due to the competition"  
[X Link](https://x.com/thexcapitalist/status/1970456172382523432) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-23T11:52Z 98.7K followers, 8835 engagements


"McKinsey predicts that data center capacity for AI workloads will grow XX% annually in the next X years. Total capacity is expected to grow XX% annually from XX GW this year to XXX GW in 2030. We are still early in the data center boom. $NBIS $IREN $ORCL $CRWV"  
[X Link](https://x.com/thexcapitalist/status/1971585529004343503) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-26T14:39Z 98.8K followers, 100.6K engagements


"The market is near all-time highs yet there are still attractive opportunities. Here are XX high-quality undervalued stocks I am watching now: 🧵 X. $UNH - X Year Revenue CAGR: XX% - Return on Investment: XX% - Forward P/E: XX The healthcare industry as a whole mispredicted the activity rates and medical inflation this year resulting in reduced operating margins. This effect was even stronger for $UNH as they absorbed over 700000 customers who bounced from other providers at the beginning of the year. Yet they are poised to overcome these headwinds: - They are raising the prices for 2026. -"  
[X Link](https://x.com/thexcapitalist/status/1972642963063775310) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-29T12:41Z 98.8K followers, 99.3K engagements


"2. $PYPL - X Year Revenue CAGR: X% - Return on Investment: XX% - Forward P/E: XX PayPal is struggling to deliver the high growth that investors expect from it and I don't think this will change in the near future. It's the largest online payment network in the world active in all continents and regions with over XX million merchant accounts. The network is basically saturated. However it's still growing the total payment volume at a healthy rate buying back a lot of shares and expanding to new markets like digital advertising. Even if we assume a very low X% annual growth rate for the next 10"  
[X Link](https://x.com/thexcapitalist/status/1972642967631368364) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-29T12:41Z 98.8K followers, 10.3K engagements


"3. $FOUR - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX It's the best integrated payments and business management terminal in the market. It grew very fast in the last X years but the stock got depressed after the departure of its founder. However Wall Street still expects over XX% revenue growth next year but the stock is trading at XX times next year's earnings. The founder recently bought shares for the first time since he left the CEO role"  
[X Link](https://x.com/thexcapitalist/status/1972642971896934602) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-29T12:41Z 98.8K followers, 11.1K engagements


"9. $GRG.L - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX Greggs is the leading bakery chain in the UK. It recently suffered from extreme weather conditions last year which resulted in reduced foot traffic. Yet all the business metrics are going in the right direction: It's growing double digits planning to grow the store count from 2600 now to 3600 by 2034 and it's generating very high return on equity. I think XX times forward earnings is extremely cheap for such a healthy-growing market-leading business"  
[X Link](https://x.com/thexcapitalist/status/1972642998098731384) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-29T12:41Z 98.7K followers, 8255 engagements


"10. $INPST.AS - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX InPost is one of my highest conviction picks right now. It's the leading parcel delivery network in Europe and it's rapidly expanding in the UK. Its acquisition of Yodel a UK logistics company was stopped early this year leading to a decline in stock price. That issue is solved now but the competition from its biggest customer in Poland Allegro keeps the stock under pressure. Even if it loses all the Allegro revenue it'll be at most XX% hit to the top-line which will be compensated easily by rapid growth in the"  
[X Link](https://x.com/thexcapitalist/status/1972643002410549693) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-29T12:41Z 98.8K followers, 14K engagements


"Here is why I am avoiding $ORCL stock: Its debt-to-equity ratio is over XXX% as its heavily borrowing to fund its massive $XXX billion contract with OpenAI. If the Stargate project scales as planned it may have to borrow additional $XXX billion in the next decade. This is a big divergence from other hyperscalers like $AMZN and $MSFT that have Debt/Equity between 30-50%. Companies like $MSFT $GOOG and $META are heavily leasing capacity instead of building all themselves to avoid potential overbuilding. In such an environment if the demand proves persistent and ever increasing $ORCL may emerge"  
[X Link](https://x.com/thexcapitalist/status/1973303544296972445) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-01T08:26Z 98.8K followers, 28.3K engagements


"1/ $AMD has just signed a $XXX billion chip deal with OpenAI. This is just the beginning. It has a path to become a $X trillion company as it's catching up with $NVDA in both hardware and software. Here is my $AMD investment thesis: 🧵"  
[X Link](https://x.com/thexcapitalist/status/1975193918414409782) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-06T13:38Z 98.7K followers, 55.5K engagements


"Goldman Sachs says healthcare sector experienced record outflow in 2025. Yet healthcare is going nowhere. Nothing has come out of the $UNH investigations and Trump announced that a deal for ACA subsidy extension is near. Companies are exiting money losing plans and actively raising prices literally in all markets. Meanwhile the sector is trading at just XX times earnings. Long healthcare $UNH $OSCR $CNC $ELV $MOH"  
[X Link](https://x.com/thexcapitalist/status/1975955284511072559) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-08T16:03Z 98.8K followers, 31.7K engagements


"This is alarming. U.S. auto loan losses have reached their highest level since March 2020. First people stop paying their cards. Then they stop paying for their cars. Finally they stop paying for their homes. And government shutdown isnt helping"  
[X Link](https://x.com/thexcapitalist/status/1976273910141510077) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-09T13:09Z 98.8K followers, 25K engagements


"We may literally be entering a bubble. Last month retail investors bought a record $XXX billion worth of stocks. Given that the market was already expensive they likely got caught up in FOMO and poured most of this money into already overvalued stocks further stretching valuations. At some point smart money will inevitably start dumping some of these overextended names to take profits and de-risk their portfolios. When that happens retail investors will panic and flee the market faster than they bought in. This will likely trigger the long-overdue correction. Its time to be more fearful than"  
[X Link](https://x.com/thexcapitalist/status/1976335390647971956) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-09T17:14Z 98.7K followers, 60.3K engagements


"7/ Result The business is booming. It grew its revenues by XX% annually in the last X years driven by strong demand for energy storage. It also hit the inflection point and became profitable last year"  
[X Link](https://x.com/thexcapitalist/status/1977743186161176648) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-13T14:28Z 98.8K followers, 2714 engagements


"8/ Largest hyperscalers are already its customers. In 2022 Amazon bought 225MW storage capacity followed by Google which bought a 2.75MW battery system for its St. Ghislain data center. In 2023 Meta ordered a 1200 MWh storage system in its Arizona data center. This is just the beginning"  
[X Link](https://x.com/thexcapitalist/status/1977743190439383435) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-13T14:28Z 98.8K followers, 2665 engagements


"4. $DLO P/E Ratio: XX 5-Year Revenue CAGR: XX% Return on Capital Employed: XX% It's one of the most effective online payment gateways for emerging markets. It enables merchants to receive payment in over XXX local payment methods. The stock got hammered down last year because its take rates were plummeting; however the management shifted the strategy to focus on volume growth instead to offset declining take rates. That strategy has worked well so far as it's on its way to deliver 40-50% volume growth this year. This growth won't slow down anytime soon as e-commerce penetration in emerging"  
[X Link](https://x.com/thexcapitalist/status/1967589160677695822) [@thexcapitalist](/creator/x/thexcapitalist) 2025-09-15T13:59Z 98.9K followers, 10.7K engagements


"This is bullish for $AMD. It looks like the money spent on AI infrastructure is circulating among a few companies like $MSFT $NVDA and $ORCL. While all of them show both inflows and outflows $AMD is just entering the system with only inflows for now. If it can grow its order book without having to inject capital into its customers for liquidity it could become even more profitable than $NVDA. Long $AMD"  
[X Link](https://x.com/thexcapitalist/status/1976147037750972601) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-09T04:45Z 98.8K followers, 68.9K engagements


"$NVDA sees that chips are no longer a limiting factor for AI development. Foundries have ramped up the capacity and $AMD has largely caught up in hardware performance. What keeps $NVDA ahead It is following an ecosystem leader strategy. It made so much money by selling XX% of GPUs in the last three years that it now has so much money idle money. $NVDA is using this money to provide liquidity to the ecosystem players especially neo-cloud providers. Thus it makes them dependent on itself keeping the likes of $AMD at a distance despite the eroding hardware moat. Mastery in business strategy"  
[X Link](https://x.com/thexcapitalist/status/1977495748456399240) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-12T22:05Z 98.8K followers, 26.6K engagements


"Say what you want but this isnt normal. Gold is after all is an asset driven by supply/demand. There are two reasons its skyrocketing: 1) People believe high inflation is inevitable under the current conditions. 2) Investors who missed the market rally are trying to catch up by betting on assets that are already riding some tailwinds. Together they inevitably inflate the asset prices. Suddenly people start saying things like gold is the only safe haven. If you look long-term its true. But that doesnt mean those who buy at inflated prices wont suffer huge drawdowns. Hard assets like gold may"  
[X Link](https://x.com/thexcapitalist/status/1978568560482943137) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-15T21:07Z 98.9K followers, 41.9K engagements


"Average new car price is $50000 This says one thing: USD is worthless. Nothing else. If you bump the debt to $XX trillion and keep printing money to pay your bills this is what you get: - Confidence in fiat collapses. - Gold skyrockets. And new cars cost $50k. Shame"  
[X Link](https://x.com/thexcapitalist/status/1979797684249862298) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-19T06:32Z 98.9K followers, 12K engagements


"I have just published my long-awaited research on $PGY. It has grown XX% annually since 2020 while expanding its take rate from X% levels to nearly 5%. Yet it's exposed to lethal balance sheet risks. Read the full deep dive here; it's free👇"  
[X Link](https://x.com/thexcapitalist/status/1979919728698175732) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-19T14:37Z 98.9K followers, 24.1K engagements


"$AMZN is the cheapest mega-cap stock now. Its only up XX% since 2020 despite doubling the revenue. It has grown into its overvaluation. Now its cheap again trading at just XX times operating cash flow. The stock didnt move because the market believes that AWS is losing the AI infrastructure race as its growth lagged other hyperscalers. However AWS will reaccelerate as Anthropics gigawatt scale Trainium clusters start operation this quarter. Once AWS accelerates the market will reprice it. Long $AMZN"  
[X Link](https://x.com/thexcapitalist/status/1980017037163286660) [@thexcapitalist](/creator/x/thexcapitalist) 2025-10-19T21:03Z 98.9K followers, 48.9K engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "tiktok::7509870025967207447",
      "creator_name": "yeti.solana",
      "creator_avatar": "https://p16-sign-va.tiktokcdn.com/tos-maliva-avt-0068/93e1598920b075388436ef3aa00fb2b9~tplv-tiktokx-cropcenter:100:100.webp?dr=14579&refresh_token=7404bb29&x-expires=1760720400&x-signature=zGB30r6Ns86%2FC7fxbCIOGusQlnA%3D&t=4d5b0474&ps=13740610&shp=d05b14bd&shcp=34ff8df6&idc=sg1",
      "creator_followers": 353382,
      "creator_rank": 1,
      "interactions_24h": 3074146
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::79293791",
      "creator_name": "rihanna",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1960786225423659008/GhLekHuP_200x200.jpg",
      "creator_followers": 106933122,
      "creator_rank": 1,
      "interactions_24h": 21430912
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "FoxNews",
      "creator_display_name": "Fox News",
      "creator_id": "1367531",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1956414642370015232/GEq5Z9jN_200x200.png",
      "creator_followers": 208065784,
      "creator_posts": 2299,
      "creator_rank": 1,
      "interactions_24h": 334657566
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last XX hours
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/1936002956333080576/kqqe2iWO_200x200.jpg",
    "creator_followers": 227854844,
    "creator_rank": 4,
    "interactions_24h": 120031096,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 189,
        "percent": 1.71,
        "rank": X
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": XXX
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last XX hours that have interactions
+ **interactions_24h**: Number of interactions in the last XX hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---