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@nikoliasgoninus "Couldnt possibly be bullish for $IREN Will be as big or bigger than Coreweave soon"
X Link @nikoliasgoninus 2025-10-15T14:46Z 5728 followers, 7855 engagements

"A beautiful $DUOL thesis"
X Link @nikoliasgoninus 2025-10-10T13:39Z 5721 followers, XXX engagements

"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 5721 followers, 50.7K engagements

"@JoshuaHults @cb_doge You're trash lol"
X Link @nikoliasgoninus 2025-10-14T18:18Z 5720 followers, XX engagements

"@low_IQ_trader Bear point number X is the only one that may hold weight. $DUOL just increased its presence in China though and will be spending more there. Bear points X and X are pure silliness as addressed below:"
X Link @nikoliasgoninus 2025-10-15T15:32Z 5723 followers, XX 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 5722 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 5723 followers, 46.5K engagements

"@Potemayo22 $DUOL $TSLA $IREN and $ETH"
X Link @nikoliasgoninus 2025-10-15T15:40Z 5723 followers, XXX engagements

"My two highest convictions stocks are $AMD and $HIMS. They make up XX% and XX% of my portfolio. AMD - XX% Hims & Hers - 35%"
X Link @nikoliasgoninus 2025-10-15T15:26Z 5728 followers, 4134 engagements

"@ChessWarri42621 @jtsla4 @DMT_Doctor @LeStonkJames @Badie912 I am going to make so much money with $AMD"
X Link @nikoliasgoninus 2025-10-15T02:48Z 5725 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 5720 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 5726 followers, 13.4K 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 5723 followers, XXX engagements

"$AMD $IREN and AI bulls every time the bears say: Its a bubble"
X Link @nikoliasgoninus 2025-10-13T19:35Z 5727 followers, 12.9K 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

"@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 5723 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 5725 followers, XXX engagements

"@TrendSpider $AMD"
X Link @nikoliasgoninus 2025-10-15T15:21Z 5727 followers, XXX engagements

"PANICANS $HIMS"
X Link @nikoliasgoninus 2025-10-09T14:03Z 5722 followers, 5018 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 5721 followers, 1379 engagements

"$HIMS House Pod 🧐😏"
X Link @nikoliasgoninus 2025-10-14T14:11Z 5722 followers, XXX 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 5722 followers, XXX engagements

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

"$HIMS House returns 💪🏻"
X Link @nikoliasgoninus 2025-10-14T15:21Z 5727 followers, 9829 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 5716 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 5716 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 5716 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 5727 followers, XXX engagements

"@KobeissiLetter Wow congrats $AVGO investors"
X Link @nikoliasgoninus 2025-10-13T13:38Z 5721 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 5727 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

"$AMD investors right now"
X Link @nikoliasgoninus 2025-10-08T17:48Z 5723 followers, 19K engagements

"@RealJimChanos Jim is a reliable bullish indicator for $IREN and other investors"
X Link @nikoliasgoninus 2025-10-14T17:54Z 5727 followers, 1490 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 5727 followers, 13.2K engagements

"Are you saying $HIMS has a moat - @BaysideGrowth"
X Link @nikoliasgoninus 2025-10-14T16:10Z 5721 followers, XXX engagements

"$IREN already recovering from the lettuce head shakeout"
X Link @nikoliasgoninus 2025-10-14T14:28Z 5721 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 5720 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 5721 followers, XXX engagements

"COMPOUNDERS WILL WIN $HIMS"
X Link @nikoliasgoninus 2025-10-14T15:41Z 5722 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 5723 followers, 3170 engagements

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

"@_Sgr_A_Star Its going to be a nail biter cotton"
X Link @nikoliasgoninus 2025-10-12T23:17Z 5723 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 5728 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 5727 followers, 11.7K 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 5717 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 5726 followers, 16.6K 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 5725 followers, 5009 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 5721 followers, 10.4K 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 5723 followers, 3209 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 5728 followers, 2152 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 5727 followers, 2572 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 5720 followers, 3804 engagements

"$IREN the queen will not be denied. Pumping overnight"
X Link @nikoliasgoninus 2025-10-13T00:26Z 5722 followers, 3699 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 5723 followers, 73K 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

"Breaking News: $HIMS launches treatments menopause and perimenopause"
X Link @nikoliasgoninus 2025-10-15T13:02Z 5727 followers, 2573 engagements

"Christian debunks all the $DUOL bear cases"
X Link @nikoliasgoninus 2025-10-13T12:07Z 5720 followers, 2899 engagements

"New $HIMS white paper: Care matches or beats the Doctors office"
X Link @nikoliasgoninus 2025-10-09T13:37Z 5723 followers, 4233 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 5724 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 5726 followers, 1099 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 5721 followers, XXX 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 5723 followers, 8497 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 5721 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 5721 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 5722 followers, 3654 engagements

"My feline quant says we may see a big $HIMS move soon due to a Bollinger Band squeeze. Good kitty. 🐈 🐱"
X Link @nikoliasgoninus 2025-10-15T18:39Z 5727 followers, 1388 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