It's no secret the supply of homes on the market is limited and homebuilders, like KB Home (KBH -0.22%) and Lennar (LEN -0.05%), are well-positioned to build more properties. However, investors need to consider valuation before investing in these companies. In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson look at two tweets and give their thoughts.