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@TheRayMyers Avatar @TheRayMyers Ray Myers

No specific recent news about Ray Myers is available in the provided context. The context appears to be a collection of stock-related tweets and analysis from various authors, focusing on different companies and their market performance.

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Social Influence

Social category influence stocks #2648 technology brands XXXXX% finance #5034 cryptocurrencies #2974 automotive brands XXX% fashion brands XXXX% countries XXXX%

Social topic influence $iren #15, $nvo #19, ai 15.97%, $nbis #22, target #246, $sofi #14, $pypl #90, $hims #15, $adbe #36, $nu #3

Top accounts mentioned or mentioned by @joinyellowbrick @alexanderk21144 @researchpulse1 @rreddi @t0m248 @aisuperpower @oldsaltworks @elaztec @grok @william_r2rclub @kylem3737 @smartfinapp @space2terra @defiantclient2 @leveragedfun @clayrjohnston @mvcinvesting @engbigdata @edge_of_power @biotwit1

Top assets mentioned IREN Limited (IREN) Novo-Nordisk (NVO) Nebius Group N.V. Class A Ordinary Shares (NBIS) RAI Finance (SOFI) PayPal Holdings Inc (PYPL) Hims & Hers Health, Inc. (HIMS) Adobe, Inc. (ADBE) NuCypher (NU) Alphabet Inc Class A (GOOGL) DLocal Limited Class A Common Shares (DLO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Cipher Mining Inc. Common Stock (CIFR) NVIDIA Corp. (NVDA) Eli Lilly and Company (LLY) Uber Technologies, Inc. (UBER) Duolingo, Inc. Class A Common Stock (DUOL) MercadoLibre Inc (MELI) Advanced Micro Devices (AMD) Strategy (MSTR) ZetaChain (ZETA) Amazon.com, Inc. (AMZN) Palantir (PLTR) Tesla, Inc. (TSLA) Oscar Health, Inc. (OSCR) Microsoft Corp. (MSFT) Oklo Inc. (OKLO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Trade Desk, Inc. (TTD) The Root Network (ROOT) Bitcoin (BTC) TransMedics Group, Inc. Common Stock (TMDX) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Lemonade, Inc. (LMND) Nike Inc (NKE) Starbucks Corporation (SBUX) Applovin Corporation (APP) IonQ, Inc. (IONQ) Joby Aviation, Inc. (JOBY) Sea Limited (SE) CoreWeave, Inc. (CRWV) Robinhood Markets, Inc. (HOOD) Rubrik, Inc. (RBRK) Crowdstrike Holdings Inc (CRWD) Deckers Outdoor, Corp. (DECK) Oracle Corporation (ORCL) PepsiCo, Inc. (PEP) Metadium (META) Apple, Inc. (AAPL) Fiserv, Inc. (FI) Enphase Energy Inc (ENPH) Netflix Inc (NFLX) Rocket Lab USA, Inc. Common Stock (RKLB) Upstart Holdings, Inc. Common stock (UPST) Alibaba Group (BABA)

Top Social Posts

Top posts by engagements in the last XX hours

"Which do you think is a better buy right now - $NBIS at $XX - $IREN at $XX - $WYFI a $XX - $CIFR at $XX - $HIMS at $XX - $NVO at $XX - $TMDX at $XXX - $PYPL at $XX - $DUOL at $XXX - $ADBE at $XXX - $DLO at $XX - $SOFI at $XX - $NU at $XX - $MELI at $2072 - $GRAB at $XXX - $UBER at $XX - $AMD at $XXX - $NVDA at $177"
X Link 2025-11-29T17:43Z 15.7K followers, 133.9K engagements

"Citi rates $APP a Buy 🟢 Price target of $XXX They see XX% Upside"
X Link 2025-12-02T14:51Z 15.7K followers, 3147 engagements

"Ladies and Gentlemen I present $ZETA the AI Marketing and Advertising Giant. $ZETA +135% 3Y 🟢 +2% YTD 🟡 - Inflecting Profitability - XXX% Growth in FCF - Huge TAM - X% 2027 FCF CAGR - Demanding Valuation - XX% Below Consensus Price Target That FCF estimate is a joke $ZETA will blow it out of the park"
X Link 2025-12-07T19:04Z 15.7K followers, 12.7K engagements

"$S is down XX% after earnings 🔴 This is a massive overreaction The market is ignoring Revenue and EPS BEATS whilst paying too much attention to the CFO leaving and $1M Q4 Revenue guidance miss. I have removed the paywall for my $S Investment Thesis Read it in full 👇"
X Link 2025-12-05T16:30Z 15.7K followers, 7042 engagements

"New Analysis on Global Equity Briefing 🌐👇 Pagaya is an AI-driven fintech with a unique operating model running a two-sided B2B credit network. $PGY On one side it provides AI-driven loan creditworthiness assessment services to XX US banks and fintechs. On the other side it helps XXX institutional credit investors deploy capital using Pagayas AI credit platform through the aforementioned XX lending partners. Since its founding Pagaya has evaluated $3.2T in applications deploying $38B in credit investors capital. The company is uniquely positioned to be an AI winner as its AI system gets"
X Link 2025-12-09T17:10Z 15.7K followers, 4846 engagements

"☀ Enphase One Pager $ENPH -XX% YTD 🔴 🔴 🔴 Can this struggling solar equipment supplier recover - Struggling business - XX% Decline in EPS - XX% Collapse in FCF - Reasonable Valuation - XX% 2027 EPS CAGT - XX% Below Consensus Price Target"
X Link 2025-11-27T18:30Z 15.7K followers, 4058 engagements

"If you had to invest all your life savings into X stock for your entire life which one would you pick - $TSLA - $NBIS - $IREN - $OKLO - $GRAB - $ZETA - $AMZN - $GOOGL - $UBER - $PYPL - $ADBE - $HIMS - $NFLX - $PLTR - $NU - $SOFI - $ASTS - $RKLB - $MSTR"
X Link 2025-12-09T18:02Z 15.7K followers, 54.4K engagements

"Ladies and Gentlemen I Present the "AWS of AI" $NBIS +229% 1Y 🟢 - XX% 1M 🔴 - Massive Losses - $7-9B 2026 ARR - 2.5GW 2026 Power Target - XXX% 2027 Revenue CAGR - Reasonable Valuation - XX% Below Consensus Price Target"
X Link 2025-12-03T19:14Z 15.7K followers, 35.2K engagements

"Which portfolio will have the best return in X years A: - $NBIS - $SOFI - $MELI - $GRAB - $GOOGL B: - $IREN - $UPST - $BABA - $HIMS - $UBER C: - $OKLO - $ASTS - $PLTR - $IONQ - $JOBY D: - $PYPL - $ADBE - $DUOL - $NVO - $TTD"
X Link 2025-12-06T17:47Z 15.7K followers, 108.5K engagements

""In the US banks are still opening bank branches and the people are paying for that physical infrastructure" Nu CEO David Velez $NU potential in the US is severely underestimated and the company will overperform all expectations there. There is a bias among American investors and Wall Street analysts who believe that the US banking industry is fully digital. But in reality a lot of banking is still done in branches and the industry is behind China Europe and even some developing markets. $NU cost structure is 100x more efficient than traditional banks and the company can pass those cost"
X Link 2025-12-10T16:30Z 15.7K followers, 2543 engagements

"My favourite stocks in these verticals: AI: - $NBIS - $GOOGL SuperApp: - $GRAB Insurance: - $ROOT - $OSCR Fintech: - $NU - $DLO - $SOFI E-commerce: - $MELI - $AMZN - $SE Pharma: - $NVO - $HROW Advertising/Marketing: - $APP - $ZETA Semiconductors: - $ASML - $AMD - $NVDA Big Tech: - $AMZN - $GOOGL Cybersecurity: - $S What am I missing"
X Link 2025-10-03T16:30Z 15.7K followers, 71.7K engagements

"Some people really don't understand the math behind large infrastructure projects. $IREN - 5-Year $MSFT contract is $9.7B - At XX% margin that's $8.25B EBITDA - Construction $3B - GPU and other infra $5.8B - Total cost $8.8B vs $8.25B in EBITDA Some look at this and say "IREN will lose $555M on the $MSFT deal." That's not how it works you don't recoup a 20-year capex investment with a 5-year contract. 1) You must amortise the $3B construction expense over the 20-year useful life which is $150M per year so $750M over X years. 2) That $5.8B is not just GPUs it also includes likely networking"
X Link 2025-11-30T18:00Z 15.7K followers, 24.2K engagements

"$IREN raising $2B in notes is part of the course and there will be more raises. $IREN certainly is a very promising AI infrastructure company but some investors have delusional aspirations. $IREN will not generate $29B in revenues from 3GW in X years as some claim. The $MSFT deal costs $8.8B to bring 200MW online. That is $44M per MW to have a bare metal facility. If $IREN were to turn 3GW into bare metal they would need $132B. There is just no reasonable scenario in which they raise that kind of money. Yes $MSFT will provide pre-payments and $DELL vendor financing for GPUs maybe $NVDA or"
X Link 2025-12-02T14:47Z 15.7K followers, 30.6K engagements

"I prefer - $NBIS over $CRWV - $IREN over $CIFR - $GRAB over $UBER - $DLO over $PYPL - $SOFI over $HOOD - $NU over $MELI - $AMD over $NVDA - $NVO over $HIMS - $S over $CRWD - $RBRK over $CRWD"
X Link 2025-12-02T18:07Z 15.7K followers, 6574 engagements

"$SOFI -X% 🔴 The company announced a $1.5B stock offering diluting shareholders by an estimated 4%. This comes on top of the $1.7B they raised just X months ago. In both cases the timing of these raises was weird. 1) After Sofi reported an incredibly strong Q3 earnings the stock jumped X% but was instantly sent back after the offering was announced. 2) Today the S&P500 committee will announce changes to the index and there is a decent chance that Sofi will be included as they meet the requirements. Quite often there is a rally in a stock after the inclusion. So both times retail investors"
X Link 2025-12-05T13:30Z 15.7K followers, 4663 engagements

"$DECK Outdoor Designs markets and distributes footwear apparel and accessories under brands like UGG HOKA Teva and Sanuk. Market cap $17.9B P/E XX 3Y Forward Revenue CAGR XXXX% Gross Margin XXXX% Operating Margin XXXX% Net Margin XXXX% FCF Margin XXXX% ROIC 10y XX% ROE 10y XXXX% EPS 10y CAGR XXXX% Debt ratio 0.1"
X Link 2025-04-04T16:04Z 15.7K followers, XXX engagements

"Rightmove is like Zillow but in the UK $RMV is a major stock market success story and operates with insane 50%+ Net Income margins 🟢 $Z has barely moved since 2019 and has been unprofitable for many years 🔴 How did Zillow fumble this business model so badly They could have just stuck to advertising and realtor services and made crazy profits. Instead they wasted billions on this iBuying nonsense"
X Link 2025-08-11T17:00Z 15.7K followers, 2457 engagements

"Rose is right about $PYPL It could at best 2-3x if stars align revenue growth briefly accelerates and multiple expands. But this is not a 10x long term investment. Paypal is a yesterdays company in tomorrows world. I would much rather buy $SOFI for XX P/E than $PYPL for 12"
X Link 2025-12-04T06:06Z 15.7K followers, 13.6K engagements

"Ladies and Gentlemen I Present the AI Infrastructure Giant $IREN +2629% 3Y 🟢 - XX% 1M 🔴 - Strong Bitcoin Earnings - Huge FCF Losses - 3W Capacity Target - XX% 2028 Revenue CAGR - Reasonable Valuation - XX% Below Consensus Price Target"
X Link 2025-12-04T18:42Z 15.7K followers, 37.3K engagements

"@Spiralout_one @mvcinvesting X years is actually optimistic it could be more. You have to remember that it is an empty field now. It costs IREN $44M so it probably will be around that. $29M of that is just gpus and networking equipment"
X Link 2025-12-09T14:30Z 15.7K followers, XXX engagements

"You need to outperform the market and you can pick only X from each bucket. Which are you picking Mega Caps - $TSLA - $NVDA - $GOOGL AI - $IREN - $NBIS - $CIFR Fintech - $DLO - $SOFI - $NU Healthcare: - $HIMS - $OSCR - $NVO Insuretech: - $ROOT - $LMND - $HIPO"
X Link 2025-12-10T17:47Z 15.7K followers, XXX engagements

"$DLO is one of the best opportunities on the market and last month's sell-off is beyond RIDICULOUS - XX% Payment Volume CAGR - XX% EBITDA CAGR - HUGE $4T TAM - ONLY XX P/E The take-rate fears have no merit and the Street is clearly showing its anti-emerging markets bias"
X Link 2025-12-03T18:15Z 15.7K followers, 5142 engagements

"You need a double fast which one are you picking - $BTC at $92K - $MSTR at $XXX - $LMND at $XX - $PYPL at $XX - $DUOL at $XXX - $NVO at $XX - $OSCR at $XX - $ADBE at $XXX - $IREN at $XX - $NBIS at $XX - $CIFR at $XX - $TMDX at $XXX - $HIMS at $XX - $ZETA at $XX - $NU at $XX - $SOFI at $XX - $AMD at $215"
X Link 2025-12-03T18:23Z 15.7K followers, 46.7K engagements

"👩💼 Can Adobe recover $ADBE -XX% 5Y 🔴 🔴 🔴 -X% YTD 🔴 🔴 🔴 - Perfect Margins - Large BuyBack - AI Disruption Risk - Reasonable Valuation - XX% 2027 EPS CAGR - XX% Below Consensus Price Target"
X Link 2025-12-08T18:32Z 15.7K followers, 2775 engagements

"$NBIS is not like the other "AI Infra stocks." - Avride Robotaxi Business - XX% Stake in ClickHouse worth billions - $17.4B Microsoft deal - $3B Meta deal - $7-9B 2026 ARR Target - New AI start-ups constantly choosing them This is just the beginning"
X Link 2025-12-09T18:28Z 15.7K followers, 16.2K engagements

"$PGY Business Model is very simple 1) Jane applies for a loan. 2) Bank rejects the loan. 3) The Bank sends the application to $PGY 4) $PGY AI reviews the application 5) If approved Jane gets the loan 6) The money is sent through the Bank 7) But the loan is funded by credit investors 8) Facilitated by $PGY AI 9) $PGY Securitises the loan into asset-backed securities 10) Credit investor sells the security on the market Pagaya's AI is involved in all steps of the process generating high-margin fees taking limited balance sheet risk"
X Link 2025-12-10T17:28Z 15.7K followers, 3182 engagements

"Ladies and Gentlemen I present PainPal "The Worst Fintech in the World". $PYPL -XX% 5Y 🔴 🔴 🔴 -XX% YTD 🔴 🔴 🔴 - Flat Margins - Stagnant Top-Line Growth - XX% BuyBack - $1.8T in Payment Volumes - XX% 2027 FCF CAGR - Very Cheap Valuation - XX% Below Consensus Price Target The CEO just said that the turnaround is going slower than expected. Can this ship be turned around"
X Link 2025-12-10T19:04Z 15.7K followers, 21.6K engagements

"🔴 $OCRL -XX% after Revenue and FCF miss - RPO now at insane $523B +$68B+15% Q/Q. This AI-driven growth requires massive investments. - Capex $8B ➡ $12B +50% Q/Q and it seems the train is not stopping anytime soon. - Will raise lots of debt both in private and public credit markets. - "Customers might bring their own chips." Translation $ORCL will do colocation because they don't have the funds to spend hundreds of billions on $NVDA chips needed to fulfill the $523B RPO. This is significantly less profitable than Bare Metal or Cloud. Earnings from those $523B are looking slimmer quarter by"
X Link 2025-12-11T14:45Z 15.7K followers, 1830 engagements

"People make lists of high-moat companies that I very much disagree with so here is my list: Strong Moat 💎 - $V - $SE - $NU - $MA - $MELI - $MSFT - $ASML - $META - $NVDA - $AMZN - $GOOGL - $ADYEN No Moat 💩 - $NKE - $PEP - $XYZ - $PYPL - $SBUX - $DUOL - $SNAP - $ADBE - $MSTR - $LMND"
X Link 2025-11-08T19:00Z 15.7K followers, 52.6K engagements

"Here we see Bitcoin Miner Efficiency. Joules per terahash essentially tells us how much energy a $BTC miner uses in Bitcoin mining. The lower the better. And $IREN is THE most efficient large-scale miner. This uniquely positions $IREN to repurpose its efficient data center know-how towards AI Data Centers"
X Link 2025-12-01T17:30Z 15.7K followers, 2236 engagements

"$IREN Announces Pricing of Ordinary Shares Offering - 39.7M shares - $XXXXX per share - $1.63B Raised They just diluted shareholders by 11%. All used to repurchase $277M principal 2030 notes and $316M 2029 notes. So they raised $1.63B to repay $544M in principal value of old notes. So $445M of old notes still remain"
X Link 2025-12-03T11:59Z 15.7K followers, 37.2K engagements

"1) They just sold 39.7M shares read the press release. That is XX% of shares outstanding. 2) The 39.7M shares they sold for $1.63B will be used to repurchase $544M in principal notes worth 36.76M shares. 3) So they diluted themselves now by XX% to avoid being diluted by more in the future"
X Link 2025-12-03T13:47Z 15.7K followers, 2153 engagements

"@EngBigData GLP1 raised the expectations too much it pulled growth forward. I expect them to grow much slower in the next few years and miss 2030 target without acquisitions"
X Link 2025-12-05T02:53Z 15.7K followers, XXX engagements

"$GPCR Structure Therapeutics +106% today 🟢 They released positive data on the oral weight-loss drug Aleniglipron with delivered XXXX% weightloss in XX weeks. This is a threat to $NVO Oral Wegovy which delivered XXXX% in XX weeks. Pharma is insane"
X Link 2025-12-08T16:00Z 15.7K followers, 1933 engagements

"They have functioning crypto mining data centers. These are the most efficient and profitable bitcoin mines in the industry. That is a decent proof that the managements knows what they are doing. But it is true that we still have to see them deliver an AI data center ant things can and will go wrong. We will see how they handle them"
X Link 2025-12-11T02:53Z 15.7K followers, XX engagements

"$UBER and $NBIS Avride launching robotaxis in Dallas is a bigger deal than most think 🟢 - $NBIS Avride becomes only the 3rd company in the US behind $GOOGL and $TSLA offering paid robotaxi trips. This puts them in the same league as these trillion-dollar companies despite being a small start-up. - This is also an extremely important symbolic milestone. Today Avride's valuation in the eyes of potential investors has likely multiplied many times. - I wouldn't be surprised if Avride does a large raise in the next few months at a valuation significantly higher than the last $375M raise in"
X Link 2025-12-04T18:15Z 15.7K followers, 3369 engagements

"The marathon has only just begun. $GRAB"
X Link 2025-12-04T19:33Z 15.7K followers, 3884 engagements

"I was more bullish on Novo Nordisk but yesterday this pharma I had never heard of released stellar GLP1 oral pill results that are much better than Oral Wegovy. Of course it will be X years before its released but it makes you think that GLP1 competition will intensify in the future. It might not be a duopoly anymore"
X Link 2025-12-09T01:57Z 15.7K followers, 1037 engagements

"Can Novo Nordisk recover $NVO +48% 5Y 🟡 -XX% YTD 🔴 🔴 🔴 - Strong Margins - Large Dividend Yield - Very Cheap Valuation - XXXX% 2027 EPS CAGR - XX% Below Consensus Price Target"
X Link 2025-12-06T19:03Z 15.7K followers, 47.7K engagements

"$NBIS EBITDA 2026 estimate has jumped from $49M at the beginning of the year to $1.35B now When have you seen a company's next year EBITDA estimates multiply by XX in a year This AI boom is truly insane"
X Link 2025-12-11T17:21Z 15.7K followers, 4278 engagements

"📊 the Trade Desk One Pager $TTD -XX% YTD 🔴 Can the company recover from this slump or is the growth set to continue slowing down as bears believe - Strong Margins - XXX% EPS Growth - XX% 2027 EPS CAGR - Demanding Valuation - XX% Below Consensus Price Target"
X Link 2025-11-24T18:30Z 15.7K followers, 5449 engagements

"Which name is the most likely to 5x - $PYPL at $XX - $ADBE at $XXX - $DUOL at $XXX - $NBIS at $XX - $IREN at $XX - $CIFR at $XX - $WYFI at $XX - $OSCR at $XX - $HIMS at $XX - $TMDX at $XXX - $NVO at $XX - $SOFI at $XX - $NU at $XX - $DLO at $XX - $GRAB at $XXX - $UBER at $XX - $ZETA at $17"
X Link 2025-11-25T17:45Z 15.7K followers, 298.1K engagements

"- $LLY is up XX% 🟢 - $NVO is down XX% 🔴 Read my public and free $LLY vs $NVO report👇 What happened to $NVO How is $LLY doing so well Which has the more effective weight loss drug Who has a more promising GLP1 pipeline Valuation analysis"
X Link 2025-12-03T18:02Z 15.7K followers, 8827 engagements

"Here is $IREN Bull Case in a single picture. 3GW of HIGH-quality CHEAP energy cost HIGH-energy-efficiency AI-ready data centers. Fully scaled these facilities have the potential to generate $20B in revenues. So far $MSFT has only contracted around X% of that potential capacity for $1.94B a year. More deals are likely in the next 3-12 months as $IREN brings more capacity online. This is why $IREN is diluting shareholders issuing notes and raising debt. Simply put the juice is worth the squeeze"
X Link 2025-12-03T19:02Z 15.7K followers, 15.7K engagements

"Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS The US is generations ahead on chips but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes XX years to build a new data center in Germany as there is no power and they are turning off nuclear power plants. The US won't let China win so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most"
X Link 2025-12-04T15:30Z 15.7K followers, 84K engagements

"My opinion on some popular names: Undervalued: - $NU - $DLO - $MELI - $NBIS - $IREN - $SOFI - $GRAB - $ROOT - $OSCR - $AMZN - $META - $GOOGL Overvalued: - $CIFR - $TSLA - $CRM - $NKE - $DUO - $PEP - $ADBE - $SBUX - $HIMS - $CRVW - $CRWD - $SNOW - $HOOD Palantir: - $PLTR 💩 - $MSTR"
X Link 2025-12-04T17:45Z 15.7K followers, 29.1K engagements

"10 Stocks I would buy as a long-term investor: - $DLO - $NVO - $IREN - $NBIS - $SOFI - $AMD - $RBRK - $ROOT - $HROW - $GOOGL XX I wouldn't: - $NKE - $PYPL - $PLTR - $ADBE - $HIMS - $SBUX - $AAPL - $ASTS - $OKLO - $CRWV"
X Link 2025-12-05T18:04Z 15.7K followers, 20.5K engagements

"Ladies and Gentlemen I Present the Best Pharmaceutical Company in the World. $LLY +588% 5Y 🟢 +30% YTD 🟢 - Strong Margins - Best Weight Loss Drug - Huge GLP1 TAM - XX% 2027 FCF CAGR - Demanding Valuation - XX% Below Consensus Price Target"
X Link 2025-12-05T19:02Z 15.7K followers, 3682 engagements

"Which of these fallen angels are the most likely to recover 🔴 $FI -XX% 🔴 $TTD -XX% 🔴 $DECK -XX% 🔴 $CAVA -XX% 🔴 $NVO -XX% 🔴 $LULU -XX% 🔴 $HUBS -XX% 🔴 $CMG -XX% 🔴 $DUPL -XX% 🔴 $MSTR -38%"
X Link 2025-12-06T19:18Z 15.7K followers, 30.7K engagements

"$JPM CEO Jamie Dimon just said that Europe is Weak and has "Real Problems". - High Debt - Weak Military - No Innovation - No Investment - Insane Bureaucracy - Low Competitiveness - Expensive Social Programs There are some pockets of good companies but overall I am not bullish on European stocks. Draghi said basically the same X years ago and Germany replied with "Nein". We need the biggest reforms ever but I don't see the EU doing anything of the sort. Just last month they passed some BS laws banning Vegan products from using phrases like meat chicken beef and burger. Nobody cares about this"
X Link 2025-12-08T15:47Z 15.7K followers, 9754 engagements

"One thing $IREN has that other AI Infrastructure stocks don't is a highly profitable bitcoin mining business. With $BTC at $92K $IREN makes around $425M in bitcoin profits. This directly funds the expansion of its high-potential Texas AI Data Center location"
X Link 2025-12-08T17:17Z 15.7K followers, 23.3K engagements

"Which name is the best risk-reward play Fallen Angels: - $PYPL at $XX - $ADBE at $XXX - $NVO at $XX - $DUOL at $XXX - $FI at $XX - $TTD at $XX AI: - $IREN at $XX - $NBIS at $XX - $PLTR at $XXX - $CIFR at XX - $TSLA at $XXX Crypto: - $BTC at $92K - $MSTR at $XXX - $BMNR at $XX $X Revenue Dreamers - $OKLO at $XXX - $ASTS at $XX - $IONQ at $XX - $JOBY at $XX - $ACHR at $X Fast Growth: - $HIMS at $XX - $DLO at $XX - $OSCR at $XX - $HOOD at $XXX - $SOFI at $28"
X Link 2025-12-08T18:17Z 15.7K followers, 39.9K engagements

"$NVO is losing the weight loss effectiveness race Clinical trials have demonstrated that $LLY Zepbound is superior to Wegovy. In a head-to-head trial researchers enrolled XXX adults. These participants were randomly split into groups with one group being given Zepbound and the other Wegovy. After XX weeks the results were compared. Wegovy patients lost XXXX% of their body weight an average of 15kg. Zepbound patients lost XXXX% of their body weight an average of 22.8kg. This trial demonstrated that Zepbound is XX% more effective on average than Wegovy"
X Link 2025-12-08T19:07Z 15.7K followers, 3125 engagements

"Ladies and Gentlemen BIG news Per @mvcinvesting $NBIS has acquired land in Missouri to build a new greenfield data center This is what that dilution was for with the company raising over $5B so far in 2025. If the report is accurate they plan for 800MW of capacity. At $44M per MW this AI data center could cost around $35B and likely take X years. At $12M ARR per MW this site has $9.6B ARR potential. This location is likely how they plan to reach that highly ambitious 2026 Contracted Power target of 2.5GW"
X Link 2025-12-09T12:32Z 15.7K followers, 16.7K engagements

"$NBIS street high Price Target is $XXX Northland Securities thinks there is XXX% Upside Are they right"
X Link 2025-12-09T16:23Z 15.7K followers, 20.8K engagements

"I just read that Germany has only around 3GW of data center capacity. That is literally $IREN planned capacity. $IREN will have the same capacity as the biggest economy in Europe. Maybe Merz and von der Leyen should give $IREN CEOs the Roberts brothers a call instead of closing nuclear plants and banning AI"
X Link 2025-12-09T16:45Z 15.7K followers, 9525 engagements

"This is my understanding of the current GLP1 roadmap for $NVO and $LLY. The worrying thing for $NVO shareholders is that by the time they release CagriSema which is of similar effectiveness to Zepbound Lilly could have already released the next-gen triple mechanisms Retatrutide that is already more effective than CagriSema. However many experts predict that the real fight hasn't even started as the TAM for oral treatments is significantly larger and both companies are about to release a new drug next year"
X Link 2025-12-10T16:41Z 15.7K followers, 7080 engagements

"$GPCR is +110% in X days on excellent GLP1 results 🚀 🔴 $LLY -X% 🔴 NVO -X% It seems the GLP1 wars are heating up and at this valuation trading for a P/E of XX $LLY has more to lose. $NVO at XX P/E is already low but it can always fall more"
X Link 2025-12-10T18:22Z 15.7K followers, 2514 engagements

"$IREN Street Sigh Price Target is $XXX Cantor Fitzgerald believes there is XXX% Upside Are they right"
X Link 2025-12-10T18:46Z 15.7K followers, 58.7K engagements

"@ResearchPulse1 Good catch interesting That Amycretin data does seem quite strong. Do you think it will be effective enough to challenge Retatrutide"
X Link 2025-12-11T02:40Z 15.7K followers, XXX engagements

"50 Most Profitable Companies in 2025 - $GOOGL $124B - $AAPL $112B - $MSFT $105B - $$NVDA $99B - $AMZN $77B Nr. of companies on the list: XX XX X X X X X X The underperformance of Europe is just staggering for an economy of that size they should have way more"
X Link 2025-12-11T15:56Z 15.7K followers, 1253 engagements

"$NVO Street High Price Target is $XX TD Cowen believes there is XX% Upside That's not a very bullish Street High analysts don't seem to be buying the turnaround story. Are they right"
X Link 2025-12-11T16:30Z 15.7K followers, XXX engagements

"$ORCL just reported $523B in customer commitments. I don't believe that OpenAI will purchase even half of the $300B agreement. They are already losing to Anthropic in enterprise AI and to $GOOGL in consumer AI. $ORCL will need to spend more than $200B+ to earn this revenue. This is a bet the company investment to service OpenAI which is broke and doesn't have the cash to pay for it. I wouldn't wanna be an $ORCL shareholder there are better and less risky companies to invest in to get AI exposure"
X Link 2025-12-11T20:14Z 15.7K followers, XXX engagements

"$NVO and $LLY are engaged in an effectiveness arms race It could be that the industry is past the beginning stages where all GLP1s had strong demand as patients and doctors were happy that finally there was an effective obesity treatment. We could be entering a cyclical stage where a one player releases an updated drug that has the highest effectiveness leading the other to underperform for a year or two until it releases a more effective drug"
X Link 2025-12-11T20:24Z 15.7K followers, XXX engagements