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![BourbonCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::251912158.png) Bourbon Capital [@BourbonCap](/creator/twitter/BourbonCap) on x 50.2K followers
Created: 2025-07-08 15:37:32 UTC

Mega caps are in an overvalued zone right now, but...

$GOOG is not even close to $200, and it's trading at 19x earnings.

$BRK.B is down XX% since Warren Buffett announced he's stepping down.

$AAPL is not even close to its all-time high, and it's quietly making moves.

$AMZN is still trading at its lowest valuation in more than XX years, and e-commerce sales are expected to grow around XX% per year until 2030.

$UNH is down 50%, and it's currently trading at its lowest valuation since 2008.

$LVMH is the biggest luxury company in the world, and it's down over 47%, one of the biggest drawdowns since the dot-com era.

$PYPL hasn't woken up from its coma, and it's not even close to $110, which is the fair value of the company (low expected growth until 2030).

And there are more, with plenty of opportunities in small caps.

![](https://pbs.twimg.com/media/GvWGHbxXUAAWImc.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942609003147579637/c:line.svg)

**Related Topics**
[amzn](/topic/amzn)
[goog](/topic/goog)
[alltime](/topic/alltime)
[buffett](/topic/buffett)
[$goog](/topic/$goog)
[caps](/topic/caps)
[mega](/topic/mega)
[$googl](/topic/$googl)

[Post Link](https://x.com/BourbonCap/status/1942609003147579637)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

BourbonCap Avatar Bourbon Capital @BourbonCap on x 50.2K followers Created: 2025-07-08 15:37:32 UTC

Mega caps are in an overvalued zone right now, but...

$GOOG is not even close to $200, and it's trading at 19x earnings.

$BRK.B is down XX% since Warren Buffett announced he's stepping down.

$AAPL is not even close to its all-time high, and it's quietly making moves.

$AMZN is still trading at its lowest valuation in more than XX years, and e-commerce sales are expected to grow around XX% per year until 2030.

$UNH is down 50%, and it's currently trading at its lowest valuation since 2008.

$LVMH is the biggest luxury company in the world, and it's down over 47%, one of the biggest drawdowns since the dot-com era.

$PYPL hasn't woken up from its coma, and it's not even close to $110, which is the fair value of the company (low expected growth until 2030).

And there are more, with plenty of opportunities in small caps.

XXXXXX engagements

Engagements Line Chart

Related Topics amzn goog alltime buffett $goog caps mega $googl

Post Link

post/tweet::1942609003147579637
/post/tweet::1942609003147579637