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

Oguz O. | 𝕏 Capitalist 💸 is a social media personality sharing investment insights and analysis on various stocks. He has been discussing growth stocks, market trends, and individual company performances, including $OSCR, $HIMS, $DLO, and $SOFI, among others. His posts often highlight undervalued companies with potential for growth and share his investment theses and analysis.

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

- X Week XXXXXXXXX +49%
- X Month XXXXXXXXX +2.30%
- X Months XXXXXXXXXX +84%
- X Year XXXXXXXXXX +920%

### Mentions: XX [#](/creator/twitter::1671992086424432640/posts_active)
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- X Week XXX -XXXX%
- X Month XXX -X%
- X Months XXXXX +42%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1671992086424432640/followers)
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- X Week XXXXXX +1.50%
- X Month XXXXXX +5%
- X Months XXXXXX +76%
- X Year XXXXXX +496%

### 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**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$oscr](/topic/$oscr) #8, [oscr](/topic/oscr) #8, [$unh](/topic/$unh) #12, [stocks](/topic/stocks) #1881, [$bn](/topic/$bn) 5.71%, [investment](/topic/investment) #2178, [asml](/topic/asml) #25, [$asml](/topic/$asml) #20, [$amd](/topic/$amd) 4%, [eps](/topic/eps) #325

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@007ofwallst](/creator/undefined) [@chinini78](/creator/undefined) [@twalnor](/creator/undefined) [@badie912](/creator/undefined) [@grok](/creator/undefined) [@winnerinvestor](/creator/undefined) [@r2discovery](/creator/undefined) [@retiredlifenc](/creator/undefined) [@longoption](/creator/undefined) [@beuvingjordy](/creator/undefined) [@i_am_cryptoking](/creator/undefined) [@matebarzo](/creator/undefined) [@maezoe9565](/creator/undefined) [@jamespeer](/creator/undefined) [@iocharts](/creator/undefined) [@awakene70440226](/creator/undefined) [@vatandas_obir](/creator/undefined) [@danielkoss_](/creator/undefined) [@danielisdizzy](/creator/undefined)

**Top assets mentioned**
[Oscar Health, Inc. (OSCR)](/topic/$oscr) [UnitedHealth Group (UNH)](/topic/$unh) [Brookfield Corporation (BN)](/topic/$bn) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Goldman Sachs (GS)](/topic/goldman-sachs) [Elevance Health Inc (ELV)](/topic/$elv) [RAI Finance (SOFI)](/topic/$sofi) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [MercadoLibre Inc (MELI)](/topic/$meli) [Cigna Corp (CI)](/topic/$ci) [Novo-Nordisk (NVO)](/topic/$nvo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Palantir (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Eli Lilly and Company (LLY)](/topic/$lly) [Oklo Inc. (OKLO)](/topic/$oklo) [NuCypher (NU)](/topic/$nu) [Minter (BIP)](/topic/$bip) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Stellantis N.V. (STLA)](/topic/$stla)
### Top Social Posts [#](/creator/twitter::1671992086424432640/posts)
---
Top posts by engagements in the last XX hours

"The market doesnt owe you anything. If you want the comfort of doing what everybody else does you wont make much money. You have to earn it. You have to think for yourself be a contrarian and be right. There is no free lunch"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947403304847478798) 2025-07-21 21:08:23 UTC 87.6K followers, 12.7K engagements


"10. $PYPL Its shareholder yield has reached X% as the management is guiding for $X billion buybacks this year. On top of that the business is still growing with 6-7% expected top-line growth this year. It can further accelerate as it's preparing to launch its ad business this year. Attractive opportunity at the current shareholder yields"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944760843968663700) 2025-07-14 14:08:11 UTC 87.6K followers, 12.3K engagements


"If this is what $PYPL ads are going to look like its one of my top stock picks for the next XX years"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1934899069849317765) 2025-06-17 09:01:01 UTC 87.5K followers, 35.7K engagements


"You gotta have the right perspective about $OSCR. Raising top-line guidance while legacy healthcare loses the ground is INSANE. Rising MLR is incidental and industry wide nothing special to $OSCR. Despite the headwinds they kept the 2027 guidance. This is called execution"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947653557953441997) 2025-07-22 13:42:48 UTC 87.6K followers, 53.1K engagements


"8. The ICHR market is exploding. $OSCR CEO Mark Bertolini says the ICHR market is a viable alternative to keep people insured as states are preparing for Medicaid cuts. $OSCR is an early mover in this market"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331237019799757) 2025-07-21 16:22:01 UTC 87.6K followers, 3243 engagements


"6/ Renewables is another tailwind ahead. Market researches project that renewables will account for XX% of global electricity demand. $BN through its subsidiary Brookfield Renewable Partners is one of the leading renewable investors in the world"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101095992205319) 2025-07-15 12:40:14 UTC 87.6K followers, 1004 engagements


"8/ Result Demand for alternatives will skyrocket. This will be driven by infrastructure investment green transition and individual wealth growth. $BN projects AUM in alternatives will more than double by 2032. As the leading manager $BN will take the lion's share"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101104045293822) 2025-07-15 12:40:16 UTC 87.6K followers, XXX engagements


"8. $TTD It's the leading demand-side platform in digital advertising. It's suffering from temporary headwinds as it's trying to carry its customers to its new platform. As digital advertising shifts to open internet from walled gardens like Meta and Google $TTD will see accelerating growth. It's currently fairly valued with upside potential if the growth accelerates as the management expects"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759324674248999) 2025-07-14 14:02:09 UTC 87.5K followers, 9175 engagements


"10/ Price is attractive. $ASML can easily grow earnings XX% annually in the next X years. This gives us $XX EPS for 2030. Its monopoly position deserves a bit higher multiple than industry peers. At XX times earnings we will get $1250 per share stock price promising nearly XX% annual return. Given the quality of the business this is an attractive risk/return profile"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579484502974759) 2025-07-16 20:21:10 UTC 87.6K followers, 13K engagements


"Healthcare is the only S&P XXX sector that is cheaper than both 10-year and 30-year averages according to Goldman Sachs. That is an extremely attractive risk reward profile. $UNH $OSCR $CI $ELV"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947153965918933095) 2025-07-21 04:37:36 UTC 87.6K followers, 165.7K engagements


"$HIMS is rapidly evolving into an ecosystem business. Home-testing is the next step in this strategy: 1) Home-testing will provide $HIMS with comprehensive personal data. 2) $HIMS will tailor personalized solutions using the data. 3) Personalization will lock-in customers reducing contestable share of the market. Even though compounded medicine have no moat other providers will struggle matching $HIMS data advantage at scale because of shrinking contestable market. This is how $HIMS is turning a fragmented market into a concentrated one reinforcing its leadership. Extremely bullish for $HIMS."  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944658266211975572) 2025-07-14 07:20:35 UTC 87.5K followers, 16.7K engagements


"Buy $OSCR and $UNH. Healthcare is going nowhere ignore the noise. Dont think next X months think next XX years. What do you see I see exploding healthcare spending due to aging population. Ignore the noise"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943412986221035606) 2025-07-10 20:52:17 UTC 87.5K followers, 141.5K engagements


"Do you want to become a better investor I share all my insights in my weekly newsletter. Join 18000+ readers to become a better investor. You will also get a free e-book when you join 👇"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331246444445855) 2025-07-21 16:22:03 UTC 87.6K followers, 7231 engagements


"I first bought $SOFI in summer 2023 for $X per share. First year it did nothing second year it made 5x. Yet to reap the rewards I had to insist on my conviction through one XX% and one XX% drawdown in X months. Be contrarian be patient and have conviction. It pays off"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943777361620603069) 2025-07-11 21:00:11 UTC 87.5K followers, 26.7K engagements


"US healthcare stocks are now what financials were back in 2008. If you invested in top class financials back then you would have made so much money. $UNH is the undisputed leader. XX analysts now have a consensus PT of $1144. People will say it was obvious a year from now"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1946156177764581848) 2025-07-18 10:32:45 UTC 87.6K followers, 119.4K engagements


"1/ $DLO is a 10x opportunity everybody ignores. Transaction volume is skyrocketing margins are stabilizing and it's rapidly expanding into new markets. Here is my full investment thesis: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1936780081713578099) 2025-06-22 13:35:29 UTC 87.6K followers, 161.8K engagements


"$OSCR with preliminary earnings and revisions to guidance for 2025: - Revenue target raised to $12B - Expected EBITDA loss is $130M - MLR raised to XX% from XX% They are filing for price increases in XX% of marketplaces. $OSCR +7% pre-marjet. They are navigating"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947607635932397898) 2025-07-22 10:40:19 UTC 87.6K followers, 102.1K engagements


"4/ Optum also generates significant external revenue. Not just UnitedHealthcare but many other insurers also use Optum's care network. As a result Optum has been UnitedHealth's growth driver for years. It grew revenues XX% annually from 2020 to 2024:"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882526863540464) 2025-07-17 16:25:21 UTC 87.6K followers, 10.4K engagements


"8/ Compliance concerns also dragged the stock down. The murder of the CEO of its insurance arm triggered an intense media scrutiny over its businesses. WSJ has come out with several articles accusing $UNH of fraud. Yet most of these were old allegations that $UNH got exonerated from. Yet the stain stuck"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882542705705351) 2025-07-17 16:25:25 UTC 87.6K followers, 7924 engagements


"$SOFI can hit $XX even before I thought. This is just XX% from the current level and still coming are: - Crypto trading - Level X options - Global payments On top of that its lending business will also accelerate as the Fed cut rates. Long $SOFI"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943311470902808954) 2025-07-10 14:08:54 UTC 87.5K followers, 17.7K engagements


"1/ $ASML is a pure blood monopoly. It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips. Foundries like $TSMC use these machines to embed microscopic circuits into silicon. Here is how it works:"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579427720532135) 2025-07-16 20:20:57 UTC 87.6K followers, 12.6K engagements


"1/ $UNH is one of my highest conviction stocks for the next X years. It is an easy 3x from the current levels. Here is why $UNH is an asymmetric opportunity now: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882516067385590) 2025-07-17 16:25:19 UTC 87.6K followers, 235.3K engagements


"4. $AMD It's finally catching up with $NVDA in hardware technology as MI355X outperforms $NVDA Blackwell in most metrics. MI400 will also compete head-to-head with Nvidia's Rubin. It's also rapidly enhancing the ROCm software stack to overcome Nvidia's CUDA moat. The growth will accelerate as it takes market share from $NVDA"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759305342710185) 2025-07-14 14:02:04 UTC 87.5K followers, 8747 engagements


"$BN is one of the highest-quality businesses in the world and it's still undervalued. I have just published a deep dive explaining why it's an attractive opportunity in this market. Read it below 👇"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944390504151486700) 2025-07-13 13:36:35 UTC 87.6K followers, 23.1K engagements


"6/ It delivered a solid beat and guidance this quarter yet the stock got hammered. Management said it forecasts growth for 2026 but it's not guaranteed due to uncertainty. Stock bleed 10%. I think this is an overreaction. Growth will even accelerate. Let me explain:"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579449509933115) 2025-07-16 20:21:02 UTC 87.6K followers, 7487 engagements


"6. $NVO It's dominating the insulin and GLP-1 market worldwide. The market hammered it down because it thinks $NVO is falling behind $LLY in the competition for the weight-loss market. They are wrong. $NVO weight-loss pipeline is stronger than that of $LLY as its oral GLP-1 is coming early next year and oral amycretin is coming by 2030. Its key patents for Ozempic and Wegovy aren't expiring until 2032 meaning they'll keep printing money for at least X more years. It's attractive at XX times earnings"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759314918285376) 2025-07-14 14:02:07 UTC 87.6K followers, 8576 engagements


"2. $NBIS Goldman Sachs recently initiated coverage with $XX price target implying $XX billion market cap. Though this is XX% above today's price it still underestimates $NBIS potential. The management is aiming for a 1GW data center capacity by the end of 2026. It can generate around $X billion in revenue at a XX% occupancy rate. Slap a 5x sales multiple and we get a $XX billion company. It currently trades $XX billion"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759295800647800) 2025-07-14 14:02:02 UTC 87.6K followers, 9861 engagements


"Peter Lynch achieved XX% annual return for XX years. I spent 100+ hours studying his strategy. I will explain his strategy in XX simple steps: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1940806790280892644) 2025-07-03 16:16:11 UTC 87.6K followers, 386.2K engagements


"10. Fusion Solar and wind energy is hard to store and transfer. Future will be shaped by fusion energy which is both cleaner and more efficient than the current nuclear power stations. $NNO and $OKLO are the two public companies working on modular fusion reactors"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1813527491467678087) 2024-07-17 10:53:42 UTC 87.6K followers, 1813 engagements


"$OSCR insiders are buying. Insiders may sell for many reasons but they buy only for one reason: They think the stock price will go up"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945404371610558849) 2025-07-16 08:45:20 UTC 87.6K followers, 101.9K engagements


"1/ $NBIS is the next $XXX billion company. Revenues are exploding and they are building a new data center in the UK. Here is why $NBIS is a 10x opportunity from here: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1932447797749711227) 2025-06-10 14:40:32 UTC 87.6K followers, 279.7K engagements


"9/ Despite all the pessimism surrounding the business it has secular tailwinds for sustained growth. Americans now pay more for healthcare than for groceries or housing. This will only increase as the population is aging rapidly. $UNH will massively benefit from this"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882546929053931) 2025-07-17 16:25:26 UTC 87.6K followers, 7934 engagements


"$OSCR reminds me a quote from a very famous person: - Dont be a PANICAN. Who was that"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947724633903440054) 2025-07-22 18:25:14 UTC 87.6K followers, 30.3K engagements


"3. $DLO Its unified payment tech stack allows it to process payments in over +900 payment methods and over XX currencies focusing on emerging markets. It has the highest growth expectation among the mainstream fintechs. Its gross margins are stabilizing after it reduced its take rates for its largest customers in Latin America. It has a period of accelerating growth ahead as emerging market payment volume will grow 3x faster than developed markets in the next decade. Attractive opportunity at XX times forward earnings"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759301135913069) 2025-07-14 14:02:03 UTC 87.5K followers, 9730 engagements


"9. $GOOG Gemini's growth exceeded ChatGPT year to date and it'll accelerate even further as it integrates AI capabilities to search and Chrome. Assuming that its cloud business is currently worth $X trillion investors are now paying just $XXX trillion for the remaining businesses. Risk/reward is favorable though you shouldn't go all in as the future of the search is still uncertain"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944760840059535550) 2025-07-14 14:08:10 UTC 87.5K followers, 7489 engagements


"Goldman Sachs predicts hyperscaler capex will double in the next X years and there are still people bearish on $AMD. Meanwhile MI355X outperforms Blackwell and MI400 will compete head to head with Nvidias Rubin. $AMD can easily double from here"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944789215646027901) 2025-07-14 16:00:56 UTC 87.6K followers, 20.6K engagements


"11/ I think $UNH can easily do better. Even assuming no growth this year and just XX% EPS growth annually for the next X years we will get $XX EPS in 2030. Slap a median XX times earnings and we have $XXX price target for the end year 2030. This is nearly X times today's price promising a XX% annualized return. I don't know about you but this is extremely attractive to me"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882554092896459) 2025-07-17 16:25:28 UTC 87.6K followers, 18.6K engagements


"6/ It's because of poor business execution. Medical costs rose faster than $UNH estimates since Q3 2023. This led $UNH to underbid for future plans. Result Growth took a hit"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882534132252789) 2025-07-17 16:25:23 UTC 87.6K followers, 8876 engagements


"$NBIS got a Buy rating from Goldman Sachs with $XX price target. Their target implies $XX billion market cap. $NBIS aims to reach 1GW capacity by the end of 2026. If they can execute they can generate $X billion revenue in 2026 at XX% occupancy. At X times sales we wil get a $XX billion company. Note that they are aiming for +90% occupancy which implies $9-$10 billion revenue. This is how big of a potential $NBIS is"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944722442049466408) 2025-07-14 11:35:36 UTC 87.6K followers, 47.8K engagements


"8/ $TSMC is building new fabs to meet the demand. It is investing $XXX billion in the US to build X new fabs in Arizona. It is building additional fabs also in Japan and Europe. Samsung and Intel are expanding too. All the new fabs will need lithography machines from $ASML"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579457713991798) 2025-07-16 20:21:04 UTC 87.6K followers, 7772 engagements


"3/ It operates through three segments: - Asset management - Wealth solutions - Operating businesses Asset management raises capital from investors and deploys it to funds. Wealth solutions provide annuity and insurance services. Operating segment owns and runs businesses"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101082444619833) 2025-07-15 12:40:10 UTC 87.6K followers, 1122 engagements


"Mark is laser focused. Not owning $META is way too risky now"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944854985512296638) 2025-07-14 20:22:16 UTC 87.6K followers, 22.2K engagements


"Your only goal should be accumulating as much $OSCR as possible at these levels. $OSCR institutional ownership is at all time highs. They launched a coordinated attack to scoop up your shares cheap. Hold onto your $OSCR buy more. This like buying $PLTR at $5"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945951212026659179) 2025-07-17 20:58:17 UTC 87.6K followers, 258.1K engagements


"4. $NXGL Hydrogel manufacturer that is growing very fast and its on pace to become cash flow positive this year. They grew revenue at XX% CAGR in the last X years. They have a blockbuster product called Silly George an Amazon bestseller. They are literally a monopoly in electron beam hydrogels"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1817144410368266578) 2024-07-27 10:26:02 UTC 87.5K followers, 5108 engagements


"9/ On top of that $ASML is heavily buying back shares. They returned over $XX billion to shareholders in dividends and buybacks since 2016. This is XX% of the current market cap. Shareholders will benefit from sustained dividends and buybacks in the future too"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579461950226538) 2025-07-16 20:21:05 UTC 87.6K followers, 6770 engagements


"$OSCR is ripping You were warned. Rising MLR is incidental its industry wide. We are still having post-Covid repercussions. Look at $UNH. It accurately predicted MLR before 2023 while MLR exceeded its predictions in 2024. The whole industry including $OSCR are having the same problem. Once they bid up for the next year and medical inflation declines MLR will pull back and $OSCR net income will hit the targets. This is why top-line growth was the most important thing for $OSCR and its expecting XX% growth this year. This will be an at least $XX stock next year"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1948085242394292608) 2025-07-23 18:18:10 UTC 87.6K followers, 9170 engagements


"1/ $BN is the largest alternative investment manager in the world. It is set to double assets under management in the next X years yet the stock is still undervalued. It benefits from tailwinds like the green transition and digitalization. Here is my $BN investment thesis: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101073678512484) 2025-07-15 12:40:08 UTC 87.6K followers, 24.1K engagements


"3/ Its vertical integration allows it to keep more money in the system compared to the competitors. Clients pay policy premiums to UnitedHealthcare. When they need health services they primarily use Optum. UnitedHealthcare pays Optum thus $UNH group avoids premiums that would be charged by third-party providers. This is an important source of operating leverage"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882523256398262) 2025-07-17 16:25:20 UTC 87.6K followers, 12.2K engagements


"7. $BN It's the largest alternative investment manager in the world. It has large investments in renewables and infrastructure including data centers. It benefits from secular tailwinds like the green transition and digitalization. The management expects to double AUM in the next X years. It's one of the most attractive foundational stocks in the market now at XX times distributable earnings"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759320161186161) 2025-07-14 14:02:08 UTC 87.6K followers, 9319 engagements


"$NVO was once a market darling but now it gets garbage treatment. Yet revenue is exploding margins are expanding and it has blockbuster drugs in the pipeline. Here is why $NVO is a 2x opportunity now: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943036815193121041) 2025-07-09 19:57:31 UTC 87.6K followers, 49.3K engagements


"$AMD MI355X outperforms Blackwell in X out of XX metrics. The hardware moat is no longer there. What keeps $NVDA on top now is CUDA. $AMD knows this and is rapidly developing ROCm to challenge CUDA. Once ROCm also catches up $AMD will skyrocket"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943717047772307456) 2025-07-11 17:00:31 UTC 87.6K followers, 163.4K engagements


"5/ Both of these businesses are dominating their segments in Latin America. $MELI marketplace is the leading e-commerce platform in the continent with over XX% market share. MercadoPago is also one of the dominant players in the fintech space alongside $NU. These companies have oligopolized the fintech in the Latin America. Just take a look at this:"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1927745411889971463) 2025-05-28 15:14:56 UTC 87.5K followers, 4349 engagements


"$OSCR is under coordinated attack by Wall Street. Yet the business is exploding and it's rapidly entering new markets. Here are XX simple reasons why $OSCR is a 5x opportunity now: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331208402063841) 2025-07-21 16:21:54 UTC 87.6K followers, 154.5K engagements


"This is why I like $BN. Green transition and AI infrastructure will be mega investment themes for the next decade. $BN is one of the largest investors in both areas. Its subsidiaries $BEP and $BIP own and operate renewable power plants and data centers. Long $BN"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945359435796283854) 2025-07-16 05:46:47 UTC 87.6K followers, 13.4K engagements


"2/ Result Revenues grew from $XXX million in 2021 to $XXX billion in 2024. What's more important is that XX% of the revenue came from fee-based sources such as Galileo Loan Platform Sofi Invest etc. It's just beginning. $SOFi will see accelerating growth and expanding multiples going forward. Let me explain:"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1940037086381305957) 2025-07-01 13:17:40 UTC 87.5K followers, 4140 engagements


"$ASML was once a market darling but now it gets garbage treatment. Yet its order book has reached all-time highs the business is still growing fast and it's heavily buying back stock. Here is my full $ASML investment thesis: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579423912046814) 2025-07-16 20:20:56 UTC 87.6K followers, 198.7K engagements


"Lets talk about $ASML shall we The managent guides for $50-$70billion revenue for 2030. Lets take the mid-point: $XX billion. Assuming XX% profit margin itll generate $XX billion net income. If we assume X% annual share reduction we will get XXX million shares outstanding. This gives us around nearly $XX EPS. Assuming XX times exit multiple we will get $1275 price target for 2030. This promises XXXX% annual return from here. This is on very conservative assumptions. Its an obvious opportunity now"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945821190666310118) 2025-07-17 12:21:38 UTC 87.6K followers, 88.9K engagements


"1/ $MELI is one of my highest conviction stocks for the next decade. Revenues are booming margins are expanding and it's set to benefit heavily from the tariffs. Here is my $MELI investment thesis: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1927745398665253056) 2025-05-28 15:14:53 UTC 87.6K followers, 114K engagements


"5 undervalued European stocks in a sentence: X. $LVMH: The biggest luxury house in the world down XX% YTD. X. $UCG.MI: The only systematically important bank in Italy trading at X times earnings. X. $ALV.DE: The largest insurance company in Europe trading at XX PE on double digit revenue growth. X. $STLA: 5th largest car manufacturer in the world trading at just X times earnings. X. $DNP.WA: Polish grocery store chain trading at XX times forward earnings despite double digit revenue growth. European stocks are cheaper compared to American peers. They are good for hedging as the US market is"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1847745424263651774) 2024-10-19 21:03:33 UTC 87.5K followers, 17.1K engagements


"2/ $BN is an alternative investment manager. Stocks bonds and valuable metals are regarded as traditional assets. Others are counted as alternative infrastructure private equity renewable energy. Brookfield hit $X trillion in assets under management (AUM) last year"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101078074126529) 2025-07-15 12:40:09 UTC 87.6K followers, 1241 engagements


"Mark Bertolini acted as the CEO of Aetna for X years. Stock made 7x in X years. Now he is executing with $OSCR. I bet hell do well"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947593458639593519) 2025-07-22 09:43:59 UTC 87.6K followers, 81.2K engagements


"5. $UNH The market is extremely pessimistic for the healthcare industry as providers are struggling to keep up with costs. Yet this is a temporary headwind. Healthcare is going nowhere and $UNH is leading the industry with its vertically integrated structure. The management is raising prices for next year's policies and expects XX% long-term annual earnings growth. It's way undervalued at XX times earnings"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759310505931230) 2025-07-14 14:02:06 UTC 87.6K followers, 9332 engagements


"2/ $MELI is the Amazon of Latin America. It's literally following the Amazon playbook. It also started in e-commerce and expanded to fintech that has higher margins integrating them in one big ecosystem just like Amazon. This drives fast growth. Hear it from the CEO:"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1927745401764888963) 2025-05-28 15:14:54 UTC 87.6K followers, 6527 engagements


"$DLO has the highest revenue growth expectation among mainstream fintechs. Yet its the second cheapest at XX times forward earnings. The only fintech cheaper than $DLO is $PYPL at XX times forward earnings with X% estimated revenue growth. $DLO is an asymmetric opportunity"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1942908935851180463) 2025-07-09 11:29:22 UTC 87.6K followers, 60.6K engagements


"While the market is freaking out about $OSCR insiders remain confident. Co-founder Joshua Kushner bought stocks at much higher prices like $XX $XX and $XX and hasnt sold a single share yet. You know what it means"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1946279946550128710) 2025-07-18 18:44:34 UTC 87.6K followers, 66.8K engagements


"10/ Probability is on your side. Monte Carlo analysis by @MitchMartan98 based on history and probability of each fine in the healthcare system shows that even a 10th percentile price target offers XX% upside from the current levels. - Odds of which way the DOJ/Gov will go with it ($0 to $2B in fines) - EPS growth assumptions (+5% +-2%) - Historical P/E reversion mean = 17x std dev =2"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882550594871481) 2025-07-17 16:25:27 UTC 87.6K followers, 33.3K engagements


"$OSCR was a market darling a week ago but everybody is dumping the stock now. Yet nothing has changed in the business fundamentals. Here is why it's an asymmetric opportunity now: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1940477454248038744) 2025-07-02 18:27:32 UTC 87.6K followers, 535K engagements


"5/ We have $XX trillion infrastructure investment gap globally. Guess who is one of the leading infrastructure investors in the world It's $BN. It currently has infrastructure investments in over +300 regions globally. As investment ramps up it'll see massive opportunities"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101091323916634) 2025-07-15 12:40:13 UTC 87.6K followers, 1402 engagements


"$AMZN now has X million robots and XXX million people working in warehouses. Each packer robot replaces XX humans. As automation ramps up we can see +10% net margin in e-commerce. In that case $AMZN e-commerce will be worth over $X trillion. $AMZN is grossly undervalued"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1940388027517546555) 2025-07-02 12:32:11 UTC 87.5K followers, 104.5K engagements


"2/ $ASML controls %100 of the global EUVL market. ASML started in collaboration with Intel back in the 1990s. It took XX years to make a working prototype. An EUVL machine takes: - Four months. - 100000 parts. - 5000 suppliers. ASML owns patents on key parts and has acquired most of the companies in the supply chain. It's impossible to compete with them"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579431411528133) 2025-07-16 20:20:58 UTC 87.6K followers, 10.5K engagements


"All successful investors have balls made of steel. Have some balls buy $OSCR here. Thank me later"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1946215533470171459) 2025-07-18 14:28:36 UTC 87.6K followers, 143.8K engagements


"Valuation matters. Yet people are still following hot stocks while the market is at all time highs tariffs are coming and inflation is set to tick up. Meanwhile highest quality healthcare stocks are selling at XX times forward earnings. The path is obvious. $UNH $ELV"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1946781942021529660) 2025-07-20 03:59:19 UTC 87.6K followers, 24.9K engagements


"You have been played. Wall Street started a coordinated attack three downgrades day over day they pulled it to a dead cheap level. Now they are scooping up. Despite X% gain today $OSCR is still one of the best opportunities in the market. At least 5x potential from here"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947301232432865660) 2025-07-21 14:22:47 UTC 87.6K followers, 41.6K engagements


"$OSCR CEO says health care will shift to individual covered-employer reimbursed model. SMEs freelancers and even some large employers will embrace this model. This is XXX million people. Zoom out think long-term ignore Wall Street noise. Its time to buy $OSCR not sell"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944697844738244849) 2025-07-14 09:57:51 UTC 87.6K followers, 116.4K engagements


"Americans now spend more for healthcare than housing. This will only increase as the population is aging rapidly. Meanwhile we have $UNH trading at XX times earnings and $OSCR at X times 2027 earnings. Two of the greatest opportunities in the market now"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945718993785876888) 2025-07-17 05:35:32 UTC 87.6K followers, 59.3K engagements


"European stocks are priced to death You can buy the arguably best yacht maker SanLorenzo at X times earnings while the management expects 7-8% annual growth for the next X years. Insiders are buying like crazy. Just saying"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1911166820414894406) 2025-04-12 21:17:32 UTC 87.6K followers, 71.5K engagements


"The last time weekly outflows from healthcare stocks reached this level was April 2020. By April 2021 most of them had doubled. Every now and then the market thinks healthcare is dying; it never happens. Risk/reward is extremely favorable now. $UNH $OSCR $ELV $CI"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947534791273750567) 2025-07-22 05:50:52 UTC 87.6K followers, 42.9K engagements


"People got pessimistic over financials when Silicon Valley Bank collapsed in 2023. At the time you could buy the safest bank in the US $JPM and you would have doubled your money in a year. People are now pessimistic over healthcare. And $UNH is trading at XX times earnings"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943916938566013268) 2025-07-12 06:14:49 UTC 87.5K followers, 18.4K engagements


"Jefferies analyst thinks $OSCR should trade at X times 2027 earnings. Clear bait to scoop up shares at lower prices. Hold onto your $OSCR"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943368397955436706) 2025-07-10 17:55:06 UTC 87.5K followers, 105.3K engagements


"$UNH Free Cash Flow: $XX billion $UNH Market Cap: $XXX billion $PLTR Free Cash Flow: $XXX billion $PLTR Market Cap: $XXX billion Wall Street wants you to believe that $UNH deserves a lower market cap than $PLTR because growth stalls a bit. Zoom out buy $UNH"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943659303857983902) 2025-07-11 13:11:04 UTC 87.5K followers, 85.3K engagements


"3/ An average EUVL machine costs nearly $XXX million. They aren't going to get cheaper. $ASML is planning to launch the next-generation EUVL machine in 2028. Next-gen machines will cost over $XXX million. And foundries like $TSMC have no option but to pay up"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579435815469117) 2025-07-16 20:20:59 UTC 87.6K followers, 9165 engagements


"9/ $BN financials are rock solid it can support any expansion effort or weather economic storms. It has $XXX billion deployable capital at the corporate level against just $XXX billion of recourse debt due in the next X years. This got it an A-credit rating from Fitch"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101108201820404) 2025-07-15 12:40:17 UTC 87.6K followers, XXX engagements


"US healthcare sector is having its biggest crash in the last XX years. If you have the stomach to get in now the opportunity is immense. $OSCR $UNH $ELV"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947003496336637973) 2025-07-20 18:39:41 UTC 87.6K followers, 159.3K engagements


"$AMD. At $XXX people will say it was obvious"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1937512163444240857) 2025-06-24 14:04:31 UTC 87.5K followers, 96.6K engagements


"$DLO is insanely undervalued: It posted some solid numbers since it became public in 2021: - XX% annual volume growth. - XX% annual revenue growth. - Expanded from XX to XX countries. Yet the stock is down XX% One or two nice quarters and itll easily double from here"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1938231953985044564) 2025-06-26 13:44:43 UTC 87.6K followers, 74.2K engagements


"$SOFI can reach $XX by year-end. Here is my $SOFI investment thesis: 🧵"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1942571536709476496) 2025-07-08 13:08:40 UTC 87.5K followers, 44.5K engagements


"2/ $UNH is dominating healthcare in the US. As a group UnitedHealth owns: - Largest health insurer in the US - Largest care delivery network - Largest pharmacy benefit manager These businesses are integrated under one roof making it a vertically integrated giant"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882519624159357) 2025-07-17 16:25:20 UTC 87.6K followers, 13.8K engagements


"$AMD MI355X compared to $NVDA B200: - XX% more throughput. - XX% more tokens per dollar. - XX% larger memory capacity. And it'll be cheaper than B200. It will take a significant market share from Nvidia. Why aren't you buying $AMD yet"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1933565712968081506) 2025-06-13 16:42:44 UTC 87.6K followers, 84.1K engagements


"7. It's rapidly entering new markets. It is now operating in XXX counties across XX states. It aims to enter XXX new metropolitan areas by the end of 2027"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331233211371613) 2025-07-21 16:22:00 UTC 87.6K followers, 3198 engagements


"Members of the Congress are buying $UNH like there is no tomorrow. Insiders bought $XX million worth of stock this year. When it climbs back to all time highs everybody will say it was obvious"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1939993011062034930) 2025-07-01 10:22:31 UTC 87.6K followers, 222K engagements


"$AMD quarterly data center revenue grew by 5x since 2021. This is just the beginning. Its MI355X outperforms $NVDA Blackwell in most metrics. Oracle already planning to deploy a cluster of 130000 MI355X. Growth will explode as it takes market share from $NVDA"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944099574550835598) 2025-07-12 18:20:32 UTC 87.5K followers, 27.3K engagements


"$MRVL bull thesis the market largely ignores: GPUs are in high demand because the AI technology hasnt yet matured. Providers want to be flexible and adapt to whatever comes next. This will change when the gains from pre-training flatline and models get commoditized. Once that happens cost efficiency and task specific performance will be the top priority. We will then see $MRVL skyrocket. It feels increasingly attractive at XX times forward earnings"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1939914196721741840) 2025-07-01 05:09:21 UTC 87.6K followers, 15.8K 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"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1875587874189668613) 2025-01-04 16:59:30 UTC 87.6K followers, 160.2K engagements


"Cathie Wood says she would pick $TSLA if she could only pick one stock to invest in. She also has a $2600 price target by 2030. Yet she sells shares whenever $TSLA moves up a bit. Make it make sense 🤷🏻♂"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1931833624015630677) 2025-06-08 22:00:02 UTC 87.6K followers, 117K engagements


"OSCR was down XX% last week due to Medicaid cuts it has no exposure to whatsoever. Meanwhile $OSCR in Q1 2025: - Added 300000 members. - Revenues grew by XX% YoY. - Net income grew by XX% YoY. Its trading at X times 2027 earnings. I dont own enough $OSCR"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1941549658846920988) 2025-07-05 17:28:05 UTC 87.5K followers, 206.8K engagements


"10. The management expects $XXXX EPS for 2027. This is assuming enhanced subsidies won't be extended. Even in that case we have a $XX stock price target for 2027. Even if we assume XX% annual EPS growth in the next X years after 2027 and XX times earnings we will get a nearly $XX price target for the end year 2030. This is more than 5x of today's price"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1947331244003315824) 2025-07-21 16:22:02 UTC 87.6K followers, 7928 engagements


"4/ $BN invests mainly in five strategies: - Renewables - Infrastructure - Private equity - Real estate - Credit Brookfield has secular tailwinds behind it as these asset classes are set for explosive growth in the next 5-10 years. Let me explain:"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945101087486230644) 2025-07-15 12:40:12 UTC 87.6K followers, 1176 engagements


"7/ We simply don't have enough chips. Sam Altman posted on X saying that they are short of GPUs. Amazon CEO Andy Jassy also said in the last earnings call that they are still supply-constrained. Demand way outstrips supply now"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945579453473583574) 2025-07-16 20:21:03 UTC 87.6K followers, 7053 engagements


"Let's make a fast start to the week. Here are XX high-quality undervalued stocks to buy now: 🧵 X. $OSCR Health insurance disruptor that grew revenues XX% annually in the last X years. The management expects $X EPS for 2027 even if advanced tax credits expire. Wall Street downgraded the stock last week as it forecasts higher MLR and lower growth. The short-term volatility presents a giant long-term opportunity as the business is expanding into marketplaces in many states and tapping heavily into the employer market. Asymmetric opportunity at X times 2027 earnings"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1944759291023421823) 2025-07-14 14:02:01 UTC 87.6K followers, 124.3K engagements


"Stock price follows free cash flow over the long run. $OSCR generated $XXX billion in free cash flow in the last twelve months. It's currently trading at just X times free-cash-flow. Price will surely follow at some point. It's just a game of patience now"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1943599041268371491) 2025-07-11 09:11:36 UTC 87.5K followers, 118.6K engagements


"7/ Yet this could be easily fixed. $UNH has historically had a superior underwriting performance. Before Q3 its cost estimates were conservatively high leading to conservative underwriting. This indicates that its problems are not structural. It can easily get back to growth by bidding up and tightening its actuarials"  
![@thexcapitalist Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1671992086424432640.png) [@thexcapitalist](/creator/x/thexcapitalist) on [X](/post/tweet/1945882537710190975) 2025-07-17 16:25:24 UTC 87.6K followers, 8548 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": "twitter::1353384573435056128",
      "creator_name": "rovercrc",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1891433835675475969/J-TloTb6_200x200.png",
      "creator_followers": 1267738,
      "creator_rank": 1,
      "interactions_24h": 1686455
    }
  ]
}
```

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": "youtube::UC0C-w0YjGpqDXGB8IHb662A",
      "creator_name": "edsheeran",
      "creator_avatar": "https://yt3.ggpht.com/pZQ5JMD4EOI8TcNYAPTzMexe_fC0CKnb_hYlV4rPfIzmDidF239fH1XKmzkeT30XSg7fxNwc_w=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 57700000,
      "creator_rank": 1,
      "interactions_24h": 39981772
    }
  ]
}
```

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/1591278197844414464/O6Fp0hFB_200x200.jpg",
      "creator_followers": 26725655,
      "creator_posts": 2639,
      "creator_rank": 1,
      "interactions_24h": 378298216
    }
  ]
}
```

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": 221643469,
    "creator_rank": "9",
    "interactions_24h": 137219778,
    "topic_influence": [
      {
        "topic": "elon musk",
        "count": 282,
        "percent": 4.45,
        "rank": X
      }
    ]
  }
}
```

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 $




---