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@meeijer Avatar @meeijer Investor in misunderstood companies, CFA

Several investors are discussing and sharing their insights on various tech stocks, including $NBIS, $BZAI, $NVO, and $HIMS. These companies are involved in innovative technologies such as AI, cloud computing, and healthcare, and have recently made significant announcements, including partnerships, investments, and revenue projections. Some investors believe these companies have strong growth potential and are undervalued, making them attractive investment opportunities.

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Social Influence

Social category influence finance stocks technology brands cryptocurrencies automotive brands countries

Social topic influence $nbis #59, $nvo #52, $hims #14, stocks #1589, $krknf #12, $tmdx #20, nvo, $googl, $pngv #4, googl #257

Top accounts mentioned or mentioned by @tacticzh @ashton1nvests @dividenddudex @mmoney642 @investingvisual @dividendgweb3 @yodastockinvest @stocksavvyshay @mmmtwealth @qualityinvest5 @ranked90 @babyfolio @danielisdizzy @simeonresearch @stockmktnewz @himshouse @nighthawktradez @wealthmatica @endicottinvests @mindset4moneyx

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) TransMedics Group, Inc. Common Stock (TMDX) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) DLocal Limited Class A Common Shares (DLO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) ZetaChain (ZETA) Taiwan Semiconductor (TSM) Duolingo, Inc. Class A Common Stock (DUOL) Amazon.com, Inc. (AMZN) MercadoLibre Inc (MELI) Micron Technology, Inc. (MU) NVIDIA Corp. (NVDA) Metadium (META) Vertiv Holdings Co (VRT) Astera Labs, Inc. Common Stock (ALAB) Morgan Stanley (MS) Coherent Inc (COHR) IREN Limited (IREN) Marvell Technology Inc (MRVL) Ondas Holdings Inc. Common Stock (ONDS) Palantir (PLTR) Tesla, Inc. (TSLA) Rubrik, Inc. (RBRK) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) Planet Labs PBC (PL) Tempus AI, Inc. Class A Common Stock (TEM) Oscar Health, Inc. (OSCR) Lemonade, Inc. (LMND) Pangolin (PNG) Eli Lilly and Company (LLY) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)

Top Social Posts

Top posts by engagements in the last XX hours

"Xs algorithm changes a lot. The for you page can be hit or miss but these accounts always deliver top-tier stock and investing content sorted by the stocks they cover: $NBIS: - @mvcinvesting - @daniel_koss - @genZinvest0r - @babyfolio - @EndicottInvests - @MB_Hogan $NVO: - @TacticzH - @HatedMoats $GOOGL: - @Mindset4Money_X - @dividenddude $ZETA: - @wealthmatica - @TheRonnieVShow $HIMS: - @himshouse - @NighthawkTradez $AMD: - @HyperTechInvest - @YodaStockInvest $IREN: - @Agrippa_Inv - @moninvestor $PNG.V / $KRKNF: - @KrakTrack - @transhumanica - @michaelsikand - @KawzInvests $GRAB: -"
X Link 2025-11-21T21:25Z 26.7K followers, 22.5K engagements

"$NBIS: Founder-led $90M in ARR in FY2024 Guided for $1B in ARR in FY2025 more than a 10x increase YoY Guided for $8B in ARR by the end of 2026 Over $5B cash on hand Signed a $17B deal with Microsoft Signed a $3B deal with Meta Has onboarded multiple of the fastest growing startups in the world: - Cursor - Black Forest Labs (Partially) owns X subsdiaries: - Avride: AVs and delivery robots - Tripleten: Edtech - Toloka: Data processing Has a XX% stake in Clickhouse one of the worlds fastest-growing analytics database companies"
X Link 2025-12-05T21:34Z 26.7K followers, 36.7K engagements

"Morgan Stanley now projects datacenters needing 72GW of power from 2025 through 2028. Here are XX stocks I believe will benefit significantly from the AI boom and surging demand: $VRT Vertiv $COHR Coherent $NBIS Nebius $AAOI Applied Optoelectronics $ASML Asml $WYFI WhiteFiber $IREN Iren $MRVL Marvell $ALAB Astera Labs $TSM TSMC $BZAI Blaize $AMD Advanced Micro Devices"
X Link 2025-12-07T21:46Z 26.7K followers, 60.8K engagements

"My base case puts $NBIS at a market cap of around $55B by the end of next year. That implies about $165/share (roughly XX% upside) even after accounting for XX% dilution. I believe $NBIS is a buy"
X Link 2025-12-09T15:52Z 26.7K followers, 20.1K engagements

"@NickClawson13"
X Link 2025-08-31T17:29Z 26.7K followers, 1077 engagements

"Which stock do you think offers the best risk-reward opportunity $NBIS at $XXX $DUOL at $XXX $HIMS at $XX $AMZN at $XXX $GOOGL at $XXX $AMD at $XXX $MELI at $2109 $PNG.V / $KRKNF at CA$5 $NVO at $XX $ONDS at $6"
X Link 2025-11-08T22:24Z 26.7K followers, 171K engagements

"Which of these stocks offers the best risk-reward opportunity $NBIS at $XX $HIMS at $XX $DUOL at $XXX $MU at $XXX $TSLA at $XXX $PLTR at $XXX $PNG.V at C$6 $NVDA at $XXX $DLO at $XX $ASTS at $56"
X Link 2025-11-29T20:37Z 26.7K followers, 50.7K engagements

"$NVO is still a wonderful business. Even though its losing market share it remains the second-largest player in rapidly growing industry. I believe it can maintain (or even regain) share once Novo Nordisks oral pill becomes publicly available"
X Link 2025-11-30T17:53Z 26.7K followers, 11.5K engagements

"@Kaizen_Investor Since when have you owned $AMPX"
X Link 2025-11-30T19:32Z 26.7K followers, XXX engagements

"$NBIS in a league of its own today. 🔥"
X Link 2025-12-01T20:30Z 26.7K followers, 14.3K engagements

"Unmatched execution. $ZETA"
X Link 2025-12-02T20:53Z 26.7K followers, 9977 engagements

"$HIMS is becoming a more complete platform by the day. 🔥 With the launch of Labs $HIMS moves even closer to being a true one-stop shop unlocking massive cross-selling potential. As of today $HIMS operates in: US UK Canada Ireland France Germany Slowly but surely $HIMS is becoming the Amazon of healthcare"
X Link 2025-12-04T19:06Z 26.7K followers, 11K engagements

"@wealthmatica $NBIS*"
X Link 2025-12-04T20:04Z 26.7K followers, XXX engagements

"$RBRK just reported excellent earnings. I still really like the company; it operates in one of the fastest-growing sectors in the world"
X Link 2025-12-04T21:51Z 26.7K followers, 6708 engagements

"@daniel_koss I own $NBIS $KRKNF and $ASTS as well"
X Link 2025-12-05T06:42Z 26.7K followers, 2094 engagements

"@Mindset4Money_X Perhaps I've misread something but how is $PSKY trying to acquire $WBD for $100B+ while $PSKY's market cap is $15B"
X Link 2025-12-08T15:31Z 26.7K followers, XXX engagements

"@TheRayMyers $NVO $NBIS None $ASTS $HIMS and $DLO"
X Link 2025-12-08T19:18Z 26.7K followers, 2288 engagements

"My favorite quality stocks: $NVO $TSM $ASML $META $TMDX $GOOGL Which stocks would you add"
X Link 2025-11-27T17:10Z 26.7K followers, 16.6K engagements

"@TacticzH I love to see $TMDX here"
X Link 2025-12-05T15:47Z 26.7K followers, 3271 engagements

"Im really pounding the table on $NBIS here at $94/share. Even if ARR doesnt grow at all YoY in FY2027 $NBIS would still generate around $8B in revenue. This implies that $NBIS currently trades at a FY2027 P/S of just 3"
X Link 2025-12-10T20:51Z 26.7K followers, 20.2K engagements

"$HIMS during the past two months: Launched Labs Acquired YourBio Acquired Livewell Started offering GLP-1s in the UK Launched Hers in the UK Reported a beat Hit #10 in the App Store (IOS medical category) $HIMS remains one of my highest conviction stocks in the long-term"
X Link 2025-12-11T21:39Z 26.7K followers, 32.3K engagements

"Is $NBIS still a buy Heres my valuation model and price targets Theres been a lot of debate recently about whether $NBIS is still a buy. To answer this question Ive built a valuation model. First lets get the numbers straight. The Microsoft deal will deliver $17.4B (potentially $19.4B if Microsoft acquires additional services or capacity under the agreement) in revenue for Nebius ($NBIS) over 5+ years running through 2031. Microsoft will start receiving infrastructure from the New Jersey site later this year. To complete the buildout Nebius will use a mix of its own capital and capital from"
X Link 2025-10-07T19:58Z 26.7K followers, 178K engagements

"$TMDX hit a new 52-week high today and is now up XXX% YTD. I remember calling it a screaming buy in the $70s and I still think its a great long-term opportunity"
X Link 2025-12-01T16:34Z 26.7K followers, 13.6K engagements

"JUST IN: $PNG.V / $KRKNF Kraken Robotics lands $12M in new orders for SAS systems KATFISH spares and SeaPower batteries. Purchases from: - Teledyne Marine - Terradepth - Two NATO navies $KRKNF keeps scaling and continues gaining more and more traction As we near the end of the calendar year we are seeing many expected orders coming through before budgets reset including two new SeaPower battery customers Greg Reid President & CEO Kraken Robotics Clients are from both defence and commercial organizations highlighting how Krakens dual-use technology is critical across a variety of applications"
X Link 2025-12-02T14:59Z 26.7K followers, 11K engagements

"4 growth stocks I'd BUY right now: - $NBIS - $HIMS - $TMDX - $WYFI X quality stocks I'd BUY right now: - $NVO - $DLO - $META - $MELI"
X Link 2025-12-06T21:31Z 26.7K followers, 23.8K engagements

"I still believe $NVO is criminally undervalued. The company is losing some market share but I think that once Novo Nordisks oral pill launches their share will stabilize. In short: this stock shouldnt be trading at a P/E of 13"
X Link 2025-12-08T21:19Z 26.7K followers, 16.1K engagements

"$HIMS EXPANDS IN THE UK 🔥 Now offering personalized GLP-1 plans with access to branded Mounjaro and Wegovy Official launch of the Hers platform in the UK Final verdict: Bullish"
X Link 2025-12-10T13:34Z 26.7K followers, 4012 engagements

"@wealthmatica $NBIS is my favorite"
X Link 2025-12-12T05:03Z 26.7K followers, 1180 engagements

"@Kaizen_Investor @BourbonCap What's $PL"
X Link 2025-12-12T05:13Z 26.7K followers, XXX engagements

"My favorite stocks in each of these sectors: Cloud: $NBIS Nebius $GOOGL Alphabet (GCP) $AMZN Amazon (AWS) $MSFT Microsoft (Azure) Healtcare: $HIMS Hims&Hers $NVO Novo Nordisk $TMDX Transmedics $TEM Tempus AI Insurance: $OSCR Oscar Health $LMND Lemonade Semiconductors/Semiconductor equipment: $AMD Advanced Micro Devices $NVDA Nvidia $MU Micron $ASML Asml $TSM Taiwan semi Fintech: $HOOD Robinhood $SOFI Sofi tech $NU NuBank $DLO Dlocal E-Commerce: $AMZN Amazon $MELI Mercado Libre Renewable energy: $CDLR Cadeler Space economy: $RKLB Rocket Lab $ASTS AST Spacemobile What stocks would you add"
X Link 2025-06-10T20:43Z 26.7K followers, 73.7K engagements

"The stock I initiated a position in today is $KRKNF / $PNG Kraken Robotics. Ive officially become a Krakhead. They design and manufacture the best batteries for unmanned underwater vehicles truly a great company"
X Link 2025-10-27T20:47Z 26.7K followers, 24.8K engagements

"@investseekers Could not agree more. $NVO valuation makes absolute zero sense. When you compare with $LLY then it becomes an extremity"
X Link 2025-12-09T14:49Z 26.7K followers, XXX engagements

"@QualityInvest5 ClickHouse: Plans to IPO but no target date yet likely sometime in 20262027. Latest valuation: $6.35B"
X Link 2025-12-10T06:14Z 26.7K followers, 1102 engagements

"@RonenHayempour Haven't researched $PGY yet. Is it worth looking into $PGY"
X Link 2025-12-07T16:20Z 26.7K followers, XXX engagements

"$NVO is still absurdly undervalued in my opinion"
X Link 2025-12-12T18:35Z 26.7K followers, 1570 engagements

"@noamoran Mostly because $NVO has lost and is losing market share in the GLP-1 market"
X Link 2025-12-12T18:52Z 26.7K followers, XX engagements

"$PNG.V / $KRKNF Kraken Robotics Here's my deep dive on arguably one of the best risk-rewards and most interesting companies in the market:"
X Link 2025-11-20T20:15Z 26.7K followers, 48.9K engagements

"@novonordisk Well done $NVO"
X Link 2025-12-12T14:08Z 26.7K followers, XXX engagements