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@nikoliasgoninus Avatar @nikoliasgoninus Nikolias Goninus

Nikolias Goninus posts on X about $iren, $hims, $duol, $amd the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks #6003 technology brands XXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% social networks XXXX% celebrities XXXX% gaming XXXX%

Social topic influence $iren #82, $hims #14, $duol #132, $amd #45, over the #3262, market cap #702, $nvda #1110, open ai #2965, $root #50, investment #3981

Top accounts mentioned or mentioned by @alc2022 @himshouse @holysmokas @chesswarri42621 @amd @yodastockinvest @amitisinvesting @grok @hypergrowth102 @endicottinvests @nighthawktradez @cmdarnton @jantolip @hypertechinvest @trendspider @treasureh8nter @hotaisle @bethkindig @cyclefundcap @eventuallywlthy

Top assets mentioned IREN Limited (IREN) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. Class A Common Stock (DUOL) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) The Root Network (ROOT) Palantir (PLTR) Ethereum (ETH) Netflix Inc (NFLX) Tesla, Inc. (TSLA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bitcoin (BTC) Oracle Corporation (ORCL) Metadium (META) CoreWeave, Inc. (CRWV) SPDR S&P XXX ETF Trust (SPY) Spotify Technology (SPOT) Rocket Lab USA, Inc. Common Stock (RKLB) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) RAI Finance (SOFI) BITMINE IMMERSION TECH (BMNR) Cipher Mining Inc. Common Stock (CIFR) Constellation Energy Corp (CEG) Dell Technologies, Inc. (DELL) ON Semiconductor, Corp. (ON) Shopify Inc (SHOP) Robinhood Markets, Inc. (HOOD) 4 (4) Lemonade, Inc. (LMND)

Top Social Posts #

Top posts by engagements in the last XX hours

"Fantastic convertible note offering from $IREN. I much prefer this to other ways of raising. Anyone know the interest rate"
X Link @nikoliasgoninus 2025-10-07T20:15Z 5714 followers, 2588 engagements

"From 1957 to 2000 the S&P XXX did XXXXX% CAGR per year. From 2001 to 2025 the S&P XXX did XXXX% CAGR per. From 1957 to 2025 the S&P XXX has averaged XXXXX% CAGR per year. Do we still believe we are in bubble or a crazy XX year bull market I'm skeptical $SPY $VOO"
X Link @nikoliasgoninus 2025-10-12T20:37Z 5712 followers, XXX engagements

"$IREN is at least a $250+ stock. Much more if they get 810MW of GPUs. Its a marathon not a sprint"
X Link @nikoliasgoninus 2025-10-11T15:05Z 5716 followers, 50.7K engagements

"@JoshuaHults @cb_doge You're trash lol"
X Link @nikoliasgoninus 2025-10-14T18:18Z 5714 followers, XX engagements

"After many long walks and hikes I have come to the conclusion that Duolingo $DUOL is my highest conviction long term investment. Ill explain more in future posts"
X Link @nikoliasgoninus 2025-10-03T00:16Z 5669 followers, 19.9K engagements

"$HIMS is quietly running toward $XX after all the paper hands investors sold last week"
X Link @nikoliasgoninus 2025-10-08T15:17Z 5712 followers, 18.7K engagements

"@cantonmeow $IREN doesnt have any GPUs and power is not a bottleneck. There is no way they ever make it"
X Link @nikoliasgoninus 2025-10-13T22:40Z 5713 followers, XXX engagements

"@cb_doge The United States of North Carolina"
X Link @nikoliasgoninus 2025-10-14T18:17Z 5715 followers, XXX engagements

"Can anyone guess which publicly traded AI Neo-cloud purchased $AMD chips first 😏 Thats right: $IREN. The IREN team seems to have a keen foresight. They saw the bitcoin mining opportunity the AI opportunity and secured a bunch of land and power. Then they started buying AMD chips. I love it. Dont underestimate forward thinking A lot of the best builders appear to be way early but in reality they just know stuff that you dont"
X Link @nikoliasgoninus 2025-10-06T14:46Z 5714 followers, 46.5K engagements

"$HIMS investors that sold this last week will regret it over the next 2-3 years"
X Link @nikoliasgoninus 2025-10-06T03:43Z 5676 followers, 6077 engagements

"@Mr_WhiskeyJack Sure: so the language gets translated in your headphones. Now what Second: as I said in a previous post companies like OpenAI and Neuralink will integrate $DUOL into their platforms"
X Link @nikoliasgoninus 2025-10-03T15:17Z 5669 followers, XXX engagements

"@ChessWarri42621 @jtsla4 @DMT_Doctor @LeStonkJames @Badie912 I am going to make so much money with $AMD"
X Link @nikoliasgoninus 2025-10-15T02:48Z 5715 followers, XXX engagements

"$HIMS: The problems of the world cannot possibly be solved by skeptics or cynics whose horizons are limited by the obvious realities. We need men who can dream of things that never were. - JFK"
X Link @nikoliasgoninus 2025-10-09T14:15Z 5715 followers, 2801 engagements

"66% of my investing portfolio is in: $DUOL $HIMS $IREN I believe profitable cash flow positive $XXX million to $XX billion market cap companies will outperform over the coming 5-10 years"
X Link @nikoliasgoninus 2025-10-05T21:17Z 5714 followers, 2895 engagements

"@iamtomnash The 50%+ revenue growth is coming"
X Link @nikoliasgoninus 2025-10-14T21:20Z 5716 followers, XXX engagements

"@mvcinvesting Check out $ROOT. Lining up for a spicy asymmetric return. I have X others but no DD yet. Root is trading below a X PS with XX% TTM revenue growth. Completely disconnected from reality at $XXX billion market cap and $XXXX billion in revenue"
X Link @nikoliasgoninus 2025-10-11T12:38Z 5718 followers, 13.3K engagements

"Retail investors and Chris leading the individual investing revolution while only XX% of Wall Street funds beat the market this year. Call us X Street. This isnt new Wall Street"
X Link @nikoliasgoninus 2025-10-15T13:36Z 5715 followers, XXX engagements

"$AMD $IREN and AI bulls every time the bears say: Its a bubble"
X Link @nikoliasgoninus 2025-10-13T19:35Z 5715 followers, 10.9K engagements

"@YieldInvestor Just search $IREN"
X Link @nikoliasgoninus 2025-10-11T21:10Z 5693 followers, 1031 engagements

"Lets do some conservative math for $IREN: If one 50MW data center can handle about 20k GPUs (lets leave this constant for the sake of this problem) and $IREN has 810MW ready to swap over to AI racks then they have capacity for about 324k GPUs. How much revenue is that Well if we hold current utilization constant (it will be higher) with 324k GPUs then that equates to $XXXX billion of revenue per quarter or about $XXXX billion per year. Thats 56x higher AI revenue than right now based on $X million per quarter (I know it will go higher soon). You do the math for 3GW 😏"
X Link @nikoliasgoninus 2025-10-05T14:59Z 5718 followers, 42.4K engagements

"I dont invest in assets like $AMD $HIMS $IREN $DUOL $TSLA and $ETH for the money. I invest because its fun for future independence from indentured servitude so I can say whatever I want with zero consequence support whoever I want build whatever I want and if needed say fuck you to whoever I want. Im practicing for the latter and number X. I will get louder as the assets grow bigger"
X Link @nikoliasgoninus 2025-10-11T13:40Z 5680 followers, 1489 engagements

"@investwithsheng Yup. $HIMS investors with paper hands should sell because the stock is probably going to zero after earnings"
X Link @nikoliasgoninus 2025-10-14T18:08Z 5717 followers, XXX engagements

"$HIMS House did some digging and it appears the Hims & Hers team is preparing to roll out new webpages for Testosterone"
X Link @nikoliasgoninus 2025-09-09T17:38Z 5688 followers, 20.7K engagements

"$SPOT and $NFLX partnership"
X Link @nikoliasgoninus 2025-10-14T19:30Z 5715 followers, XXX engagements

"PANICANS $HIMS"
X Link @nikoliasgoninus 2025-10-09T14:03Z 5714 followers, 4941 engagements

"$AMD is on the warpath. There is something special going on with Anush and the software team. I hope they keep pushing the gas pedal down"
X Link @nikoliasgoninus 2025-10-12T19:10Z 5712 followers, 1371 engagements

"$HIMS House Pod 🧐😏"
X Link @nikoliasgoninus 2025-10-14T14:11Z 5715 followers, XXX engagements

"Haters hate. Winners win. $DUOL Duo and I took that personally. See you in 5-10 years"
X Link @nikoliasgoninus 2025-10-09T15:21Z 5676 followers, 1070 engagements

"@ChrisCamillo Weve just solved the mental health problem on our platform so now we are introducing personalized porn"
X Link @nikoliasgoninus 2025-10-14T19:18Z 5715 followers, XXX engagements

"@alc2022 🤣 right there with you on $ASTS and $RKLB"
X Link @nikoliasgoninus 2025-10-13T17:03Z 5712 followers, XXX engagements

"Conservative $HIMS projections for the next XX months: - XX% growth for Q3 and XX% for the X quarters after - XX% Free Cash Flow Margins - X% Net Margins Does this stock seem overvalued at $XX and growing XXXX% over the last XX months (with upcoming Q3 projection) Not at all. In fact this is my base case. What happens when we start to see numbers for Testosterone HRT and at Home Testing What happens when they drop their AI product margins start to expand and the market starts to re-rate the company as a tech company What happens if various Peptide approvals go through Who has a peptide"
X Link @nikoliasgoninus 2025-10-06T00:40Z 5684 followers, 11.5K engagements

"$HIMS House returns 💪🏻"
X Link @nikoliasgoninus 2025-10-14T15:21Z 5715 followers, 9405 engagements

"@Mr_WhiskeyJack So will this happen with math chess history everything No I dont think so. Like I said $DUOL will be integrated into various AI platforms or customers will use the Duolingo AI platform for what you are talking about"
X Link @nikoliasgoninus 2025-10-03T15:38Z 5669 followers, XXX engagements

"Brian makes a good point about @alc2022 and $DUOL The lesson is this: Haters hate. Winners win. I love winners We need to celebrate wins and winners"
X Link @nikoliasgoninus 2025-10-07T14:27Z 5666 followers, XXX engagements

"Upcoming performance per watt comparison of $AMD MI450 versus $NVDA Rubin. It looks like AMD will have a slight advantage for the first time in 2026"
X Link @nikoliasgoninus 2025-10-11T03:20Z 5705 followers, XXX engagements

"Hate to say it but: if you were leveraged to the hilt in $BTC $ETH or whatever with a large net worth and got blown out yesterday then you self selected yourself out of the population for being an idiot"
X Link @nikoliasgoninus 2025-10-11T13:55Z 5715 followers, 3174 engagements

"$AMD did a deal with $ORCL first then OpenAI. $AMZN and $META next"
X Link @nikoliasgoninus 2025-10-10T18:13Z 5714 followers, 1843 engagements

"@zarieinvests Will be good to keep re-evaluating but I think $AMD will keep getting re-rated for a while as new deals come in. I believe other products will spontaneously emerge to fit other markets too. I dont like Ill trim until X trillion market cap. Well see though 🤷🏻♂"
X Link @nikoliasgoninus 2025-10-11T21:06Z 5693 followers, XXX engagements

"@KabraxFX @awakendnomad This is a great point too. Do you think $ROOT could win most of the autonomous insurance market That would be quite the boon. Root already reminds me a lot of $TSLA insurance"
X Link @nikoliasgoninus 2025-10-10T17:11Z 5717 followers, XXX engagements

"@Kimthebeliever Dumb take. $DUOL is expanding into other verticals. Language learning will continue. In fact I bet more people will do it. See you in XX years"
X Link @nikoliasgoninus 2025-10-03T14:38Z 5670 followers, XXX engagements

"$DUOL wont be disrupted by OpenAI or Neuralink. It will be integrated into both platforms. Imagine using Duolingo with your mind. You will"
X Link @nikoliasgoninus 2025-10-03T01:52Z 5669 followers, XXX engagements

"This couldnt be operating leverage could it $DUOL is on deaths door they said. Looking forward to reviewing this chart in X years. 😉"
X Link @nikoliasgoninus 2025-10-10T18:50Z 5694 followers, 1756 engagements

"$HIMS imminent Menopause/HRT launch this upcoming week or next"
X Link @nikoliasgoninus 2025-10-12T21:31Z 5718 followers, 2334 engagements

"@NighthawkTradez @_Sgr_A_Star Soybeans and cooking oil are incredibly important to the $HIMS business model"
X Link @nikoliasgoninus 2025-10-14T20:18Z 5714 followers, XXX engagements

"@hypergrowth102 Wow. I think Ill wait for these to go mainstream. Crossing my fingers that $HIMS and others can mass manufacture this stuff the population at some point. Thanks for the updates"
X Link @nikoliasgoninus 2025-10-12T17:49Z 5714 followers, XXX engagements

"$IREN announces the closing of their $X billion X% coupon convertible note offering. Cant wait to see how the team executes with this additional capital Execution and time to compute without getting over-levered like other neo-clouds is the most important thing"
X Link @nikoliasgoninus 2025-10-14T20:15Z 5715 followers, XXX engagements

"@KobeissiLetter Wow congrats $AVGO investors"
X Link @nikoliasgoninus 2025-10-13T13:38Z 5715 followers, XXX engagements

"We are on the warpath in $DUOL Sapphire League. Somehow my girlfriend and I ended up in the same league and she is now trying to set Duolingo daily time limits as a means to win the league. LMAO good try slacker Join the Duolingo learning revolution. Dont be afraid to be a beginner again. Start learning a new language math or chess"
X Link @nikoliasgoninus 2025-10-15T01:50Z 5715 followers, XXX engagements

"Now that everyone is canceling their $NFLX subscriptions I have a fantastic new app for you to use and subscribe to. Its called Duolingo $DUOL. Channel your attention and energy into learning new things: a language math or chess. Fantastic for kids"
X Link @nikoliasgoninus 2025-10-03T13:57Z 5692 followers, 1536 engagements

"$HIMS $DUOL"
X Link @nikoliasgoninus 2025-10-03T21:16Z 5669 followers, 1436 engagements

"$AMD investors right now"
X Link @nikoliasgoninus 2025-10-08T17:48Z 5715 followers, 18.9K engagements

"@RealJimChanos Jim is a reliable bullish indicator for $IREN and other investors"
X Link @nikoliasgoninus 2025-10-14T17:54Z 5715 followers, 1340 engagements

"@alc2022 Yes. $NFLX and $DUOL are eerily similar in this way. Random boycotts dont stop an infinite value flywheel"
X Link @nikoliasgoninus 2025-10-05T16:17Z 5669 followers, XXX engagements

"$HIMS could literally do nothing for a year or two. Or Andrew is building anticipation and is about to burn the shorts"
X Link @nikoliasgoninus 2025-10-14T02:18Z 5715 followers, 13K engagements

"I agree. This is bullish for $IREN. Now they have more cash to build their business. Same thing happened with $HIMS earlier this year. The stock dropped after the announcement and then went on to rise over XX% in the weeks after"
X Link @nikoliasgoninus 2025-10-08T09:34Z 5715 followers, 6426 engagements

"$DUOL is so funny"
X Link @nikoliasgoninus 2025-10-10T15:13Z 5676 followers, XXX engagements

"Are you saying $HIMS has a moat - @BaysideGrowth"
X Link @nikoliasgoninus 2025-10-14T16:10Z 5714 followers, XXX engagements

"$IREN already recovering from the lettuce head shakeout"
X Link @nikoliasgoninus 2025-10-14T14:28Z 5715 followers, XXX engagements

"A lot of $HIMS investors are selling their stock because they dont know what they own. If they understood the company they wouldnt sell. Know what you own"
X Link @nikoliasgoninus 2025-10-05T13:29Z 5714 followers, 19.4K engagements

"@MarcoRamireZuno Yup. Wall Street is a trailing signal. Theyll be fully caught up once we start seeing $XXX price targets"
X Link @nikoliasgoninus 2025-10-14T13:21Z 5715 followers, XXX engagements

"COMPOUNDERS WILL WIN $HIMS"
X Link @nikoliasgoninus 2025-10-14T15:41Z 5714 followers, XXX engagements

"One of my hot takes on $DUOL is that they directly benefit from $ASTS and Starlink expansion. A lot of companies will benefit from this but none more than Duolingo. The reason is that people without access to the internet and education will have their entire world opened up with AST or Starlink internet access. They will be able to learn English math chess and whatever else the Duolingo team releases. This is critical for human elevation and flourishing"
X Link @nikoliasgoninus 2025-10-03T13:49Z 5714 followers, 4345 engagements

"@GuvsCryptoTips Tbh $HIMS and $DUOL"
X Link @nikoliasgoninus 2025-10-13T20:02Z 5712 followers, XXX engagements

"Using Grandmas dial up connection in Upstate New York to look up the power levels of every Dragon Ball Z character. I was probably X or 10"
X Link @nikoliasgoninus 2025-10-12T11:54Z 5706 followers, XXX engagements

"@ColinYurcisin I agree with $CEG and $IREN"
X Link @nikoliasgoninus 2025-10-13T01:20Z 5718 followers, 3155 engagements

"@elonmusk Good luck. Will be watching from Western North Carolina 🚀"
X Link @nikoliasgoninus 2025-10-13T01:40Z 5716 followers, XXX engagements

"@QuantSpx Go search $IREN on my page. There is plenty of math"
X Link @nikoliasgoninus 2025-10-11T19:19Z 5672 followers, 1725 engagements

"@_Sgr_A_Star Its going to be a nail biter cotton"
X Link @nikoliasgoninus 2025-10-12T23:17Z 5714 followers, XXX engagements

"@YodaStockInvest There is a lot of time for improvement from now until MI450"
X Link @nikoliasgoninus 2025-10-12T15:48Z 5669 followers, XXX engagements

"$IREN will be as large or larger than $CRWV over the next X years"
X Link @nikoliasgoninus 2025-10-12T08:12Z 5705 followers, 1294 engagements

"@dissectmarkets Its OpenAI and Nvidia data. Michael Dell shared it earlier"
X Link @nikoliasgoninus 2025-10-13T22:37Z 5716 followers, XXX engagements

"@coingecko $ROOT"
X Link @nikoliasgoninus 2025-10-13T01:48Z 5712 followers, XXX engagements

"I cant stay quiet on $ROOT any longer. Ive been watching this company for 3-4 months. I deep dived it X mornings ago and here is what I found: XX% TTM revenue growth XX forward PE (on a conservative XX% revenue growth projection) XXXX forward PS Crushed earnings the last X quarters Market cap of $XXX billion This is not financial advice and please do your own research: I believe $ROOT is a $200+ company right now. If I had 50k I would put it in Root but alas we are spent. At the very least it will be a great swing trade. Best case scenario its a 10x+ play. Check into it on your own and see"
X Link @nikoliasgoninus 2025-10-10T14:56Z 5717 followers, 11.5K engagements

"@ericjackson We might notice some GDP issues pop up when Q4 data comes out. Idk though. It will start impacting military this week"
X Link @nikoliasgoninus 2025-10-13T22:08Z 5714 followers, XXX engagements

"Yesterday China came out with new export controls on rare earth minerals on the same day of supposed reports of President Xis major stroke. Today Trump came out on Truth Social and obviously he is not happy about it. In my opinion Trump should have let China have all the $AMD and $NVDA chips they wanted 🤷🏻♂"
X Link @nikoliasgoninus 2025-10-10T15:08Z 5715 followers, 16.5K engagements

"Good take from Jose on semiconductor and neo-cloud stocks like $AMD and $IREN"
X Link @nikoliasgoninus 2025-09-27T20:50Z 5716 followers, 2150 engagements

"Something is happening to $IREN"
X Link @nikoliasgoninus 2025-10-03T15:30Z 5714 followers, 14.4K engagements

"Jim demystifies one of the biggest $IREN bear misconceptions. Its a really simple and easy to understand investment if you dont overthink it too much"
X Link @nikoliasgoninus 2025-10-15T02:11Z 5715 followers, 1801 engagements

"$DUOL is to education what $HOOD is to personal finance. Change my mind"
X Link @nikoliasgoninus 2025-10-08T21:44Z 5713 followers, 8149 engagements

"$HIMS wont be denied a place in this blow off top rally"
X Link @nikoliasgoninus 2025-10-07T16:27Z 5714 followers, 10.3K engagements

"Big milestone in the portfolio today $HIMS shorts should pray to sweet baby Jesus"
X Link @nikoliasgoninus 2025-10-09T14:02Z 5687 followers, XXX engagements

"$HIMS and $AMD are in a fierce battle for the top spot in my portfolio. Both are vicious"
X Link @nikoliasgoninus 2025-10-07T13:52Z 5708 followers, 1742 engagements

"$DUOL has approximately XX% free cash flow margins. These will most likely keep expanding. There are no other $XX billion market cap companies with XX% FCF margins that I am aware of"
X Link @nikoliasgoninus 2025-10-09T08:35Z 5714 followers, 3088 engagements

"My $DUOL thesis is extremely simple: X. Our young people are our most important resource. Duolingo makes learning fun and encourages curiosity from an early age. X. Duolingo expands access to learning resources and further removes friction from becoming a curious person. X. Math. Listen to Naval Ravikant. He sums it up well in this interview"
X Link @nikoliasgoninus 2025-10-13T21:37Z 5715 followers, 1876 engagements

"The algorithm doesnt care about $DUOL but the bulls do Go back to $XXX so I can buy more Duo"
X Link @nikoliasgoninus 2025-10-08T15:57Z 5715 followers, 2510 engagements

"Operating and contracted power is the bottleneck and the MOAT. Various data center projects around the country are being voted down due to power and water concerns. $IREN has 810MW of operating power and another 2.1GW of contracted power. Hypothetically how much revenue can IREN generate on 810MW of Nvidia Blackwells or Grace Blackwells Here is the math at full utilization and $X per hour rental rate: 419689 Blackwell GPUs at XXXX kW/GPU - $XXXX billion ARR at full utilization (8760 hours per year) 447514 Grace Blackwell GPUs at 1.81kW/GPU - $XXXX billion ARR at full utilization (8760 hours"
X Link @nikoliasgoninus 2025-10-11T13:19Z 5687 followers, 2714 engagements

"Antonio and I are in agreement about more $AMD deals. Its going to take the market by storm. In addition: Humanoid and Specialized Robots Space Drones and other technologies are still flying under the radar for some reason. Do you really believe that AMD will not take a large piece of these markets This is their specialty: AI at the edge AKA robots space drones and whatever else is coming down the pipeline"
X Link @nikoliasgoninus 2025-10-13T13:37Z 5715 followers, 3794 engagements

"$IREN the queen will not be denied. Pumping overnight"
X Link @nikoliasgoninus 2025-10-13T00:26Z 5715 followers, 3693 engagements

"How did I manage to hold $AMD from $XXX down to $XX $PLTR from $XX to $X and $HIMS from $XX to $XX It's simple: The Gospel of Peter Warren and Charlie. Know what you own and embrace volatility"
X Link @nikoliasgoninus 2025-10-12T18:05Z 5715 followers, 72.9K engagements

"@The_AI_Investor MI355 was never the $NVDA competitor. It's all about MI450 and beyond. Plus many are underrated their new embedded systems and whatever else is cooking in the lab"
X Link @nikoliasgoninus 2025-10-12T13:54Z 5714 followers, XXX engagements

"@dissectmarkets @bjmtweets I wouldnt go full port. All the stocks I own have better 10-20 year outlooks imo. However depending on how the next X months go I could see myself taking profits in some of my names and redistributing into $ROOT. Well see"
X Link @nikoliasgoninus 2025-10-10T16:21Z 5695 followers, XXX engagements

"$DUOL is like Hearthstone and League of Legends for learning addicts"
X Link @nikoliasgoninus 2025-10-02T11:49Z 5680 followers, 1222 engagements

"Christian debunks all the $DUOL bear cases"
X Link @nikoliasgoninus 2025-10-13T12:07Z 5716 followers, 2898 engagements

"New $HIMS white paper: Care matches or beats the Doctors office"
X Link @nikoliasgoninus 2025-10-09T13:37Z 5714 followers, 4195 engagements

"@ericjackson $ETH is the DNA of the AI and Financial superhighway. All sentient life will communicate and transact over the blockchain. Mega bullish Ethereum"
X Link @nikoliasgoninus 2025-10-13T14:57Z 5715 followers, XXX engagements

"@QuantSpx @TheRealBirnbaum Congrats on your winnings You are right you own way more $IREN than I do but I bet you havent dont the long term math 😉"
X Link @nikoliasgoninus 2025-10-11T21:08Z 5693 followers, XX engagements

"@PegasusFund I am def less worried about the AI industry as a whole than I am with OpenAIs central role in it"
X Link @nikoliasgoninus 2025-10-13T20:00Z 5714 followers, 1091 engagements

"Here is something to think about for $HIMS that no one talks about: Deferred Revenue. In Q2 they had $XX million in deferred revenue liabilities that will be recognized over the next XX months. They also recognized $XX million in deferred revenue. Q3 through Q1 are always their highest deferred revenue quarters due to seasonality. In Q1 this year they recognized $XX million in deferred revenue and had $XXX million in deferred revenue liability. In Q4 last year they recognized $XX million in deferred revenue and had $XX million in deferred revenue liabilities. In Q3 last year they recognized"
X Link @nikoliasgoninus 2025-10-06T02:22Z 5712 followers, 8608 engagements

"@FunOfInvesting Wow China has rare earths and $LMND. We are so screwed"
X Link @nikoliasgoninus 2025-10-10T17:19Z 5688 followers, 2198 engagements

"Does anyone else watch Tron and think: Wow $NVDA $PLTR and others are building digital twin grids. I havent seen Tron: Legacy in XX years but that was my first thought rewatching it tonight. Crazy how Hollywood front runs our reality like that"
X Link @nikoliasgoninus 2025-10-14T01:47Z 5715 followers, XXX engagements

"@alc2022 Duo is my good frand $DUOL"
X Link @nikoliasgoninus 2025-10-07T19:04Z 5676 followers, 1206 engagements

"Literally just woke up and had to do a double take on $IREN"
X Link @nikoliasgoninus 2025-10-10T13:36Z 5714 followers, 6571 engagements

"Big demand for the $IREN convertible note offering"
X Link @nikoliasgoninus 2025-10-09T02:28Z 5693 followers, 21.1K engagements

"I have stormed the $DUOL Gold League. It appears Duolingo Chess is really catching on"
X Link @nikoliasgoninus 2025-10-12T13:28Z 5715 followers, XXX engagements

"$AMD investors are trimming or selling their entire positions after the run up. They did a deal with OpenAI. Do you think they will not do deals with the Mag X too I believe they will. Lisa was on tv this week saying they have plenty of supply available for other customers despite their massive deal with OpenAI. They want to continue expanding supply further. Which hyper-scaler will do a deal for MI450 next $GOOG $MFST $AAPL $TSLA $AMZN $META My vote is on Amazon and Meta"
X Link @nikoliasgoninus 2025-10-10T18:03Z 5718 followers, 2339 engagements

"One the most challenging things for semiconductor investors who invest in companies like $AMD and $IREN will be keeping an open mind to the outrageous spend and resulting revenue and cash flow that will be generated over the next X years. There will be ups and downs. Your psychology will be tested over and over. Its still early"
X Link @nikoliasgoninus 2025-10-13T13:20Z 5715 followers, 8431 engagements

"@PastorJaygolf Many investors (all sorts: retail and institutional) tell me we have been in a longer than normal bull market since the dot com bubble. This data says otherwise"
X Link @nikoliasgoninus 2025-10-12T20:45Z 5711 followers, XX engagements

"@TrendSpider Good way to start us off for earnings season $WFC"
X Link @nikoliasgoninus 2025-10-14T12:21Z 5718 followers, XXX engagements

"There is but one Queen and her name is $IREN"
X Link @nikoliasgoninus 2025-10-11T13:20Z 5680 followers, XXX engagements

"People legitimately don't understand $IREN. At this price $IREN is extremely cheap IMO. I mapped out TTM revenue and TTM net income for the next X earnings calls based on $X billion $BTC ARR and growing AI revenue. What are you willing to pay for a company growing about 4.8x in the coming earnings report 2.5x in the earnings report after that and 2.6x in the quarter after that I included PE ranges for you in the image based on different net margin levels. Ultimately it is not about being precise. Instead it is all about directionality. I don't know about you but I'd pay a lot more for this"
X Link @nikoliasgoninus 2025-09-30T04:25Z 5714 followers, 38.8K engagements

"Breaking $AMD News: Oracle $ORCL is set to deploy an additional 50000 MI450 chips in the second half of 2026. Great news for AMD investors. This pattern will continue"
X Link @nikoliasgoninus 2025-10-14T12:23Z 5715 followers, 3572 engagements

"I want to reiterate how mega based $PLTR Shyam Sankar is. Another point is that if China pulls the generic drug card on us in addition to the rare earth card then $HIMS and our compounders immediately go up in value by 10x or more. Generic drug manufacturing is a critical piece of National Security. This part of the $HIMS thesis was not top of my mind for me but I believe it to be underrated and critical"
X Link @nikoliasgoninus 2025-10-11T02:52Z 5683 followers, 3530 engagements

"I agree with Zeff on $NVDA and $META. This also applies to $AMD which has barely started its run"
X Link @nikoliasgoninus 2025-10-11T21:23Z 5693 followers, 1534 engagements