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@meeijer "@Ashton_1nvests $NBIS $ASML $CDLR and $TMDX"
@meeijer Avatar @meeijer on X 2025-07-26 07:06:30 UTC 15.6K followers, XXX engagements

"@bleacherbum23 What kind of company is $ENVX"
@meeijer Avatar @meeijer on X 2025-07-19 20:09:00 UTC 15.6K followers, 4939 engagements

"@TacticzH Im buying $ASML atm. Such an obvious buy imo amazing moat solid growth and great margins"
@meeijer Avatar @meeijer on X 2025-07-22 08:46:28 UTC 15.5K followers, 1665 engagements

"5) Google Cloud Revenue has more than 10xd over the past X years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:23 UTC 15.6K followers, 1385 engagements

"7) $SHOP Revenue has nearly 500xd over the past XX years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:27 UTC 15.6K followers, 1734 engagements

"7) $DLO Dlocal Base case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $88.6B Take rate FY2028: XXX% Revenue FY2028: 2.21B Net margin FY2028: XX% Net income FY2028: 465M Multiple: XX 2028 Market cap: 9.3B Share price: 9300000000/300000000 = $XXXXX Upside: XXX% Bear case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $79.1B Take rate FY2028: XXXX% Revenue FY2028: 1.78B Net margin FY2028: XX% Net income FY2028: 320M Multiple: XX 2028 Market cap: 5.13B Share price: 5130000000/300000000 = $XXXXX Upside: XX% Bull case: TPV CAGR through 2028: XX% Expected TPV"
@meeijer Avatar @meeijer on X 2025-07-11 21:10:17 UTC 15.5K followers, 5592 engagements

"$HIMS has never missed revenue estimates What a company"
@meeijer Avatar @meeijer on X 2025-07-23 14:35:28 UTC 15.6K followers, 35K engagements

"@wealthmatica Yessir Extremely undervalued atm"
@meeijer Avatar @meeijer on X 2025-07-25 12:26:25 UTC 15.6K followers, XX engagements

"5 stocks I would buy right now: $AMD Advanced Micro Devices $CDLR Cadeler $DLO Dlocal $OSCR Oscar Health $HIMS Hims&Hers X stocks I would avoid right now: $AAPL Apple $CRWD Crowdstrike $PLTR Palantir $GME Gamestop $CRCL Circle Internet Do you agree"
@meeijer Avatar @meeijer on X 2025-06-20 20:44:43 UTC 15.2K followers, 22.9K engagements

"Which stock do you think is the best risk/reward play in the market right now"
@meeijer Avatar @meeijer on X 2025-07-22 12:17:54 UTC 15.6K followers, 16.9K engagements

"2) $TMDX Transmedics Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $575M (I believe this will be much higher based on flight data) Revenue FY2028: $1.044B EBITDA margin FY2028: XX% EBITDA FY2028: 261M Multiple: XX 2028 Market cap: 6.53B Share price: 6530000000/33830000 = $XXXXXX Upside: XX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $575M (I believe this will be much higher based on flight data) Revenue FY2028: $994M EBITDA margin FY2028: XX% EBITDA FY2028: 199M Multiple: XX 2028 Market cap: 4.37B Share price: 4370000000/33830000 = $XXXXXX Upside:"
@meeijer Avatar @meeijer on X 2025-07-11 21:10:12 UTC 15.5K followers, 6478 engagements

"@QualityInvest5 Such a great company to own shares in $ASML"
@meeijer Avatar @meeijer on X 2025-07-18 12:17:48 UTC 15.5K followers, XXX engagements

"@DividendDude_X Im buying $GOOGL and $ASML from this list"
@meeijer Avatar @meeijer on X 2025-07-27 09:29:41 UTC 15.6K followers, XXX engagements

"@CMDarnton Im a shareholder but this is just ridiculous. $2000 per share That would imply a market cap of around $500B putting $HIMS at a P/S ratio of XX in 2030 in an optimistic scenario"
@meeijer Avatar @meeijer on X 2025-07-26 17:32:19 UTC 15.6K followers, XXX engagements

"3) $CDLR Cadeler Description: $CDLR is a key offshore wind installation company providing specialized vessels and services for building and maintaining renewable energy infrastructure globally. Why should you consider owning $CDLR The company is benefitting from Europe's aggressive green energy transition Its highly specialized fleet is in high demand Strong order backlog Cadeler has first-mover advantage in offshore infrastructure Operates in a high-barrier niche EBITDA margin is expected to be a stunning XX% in FY2025 Huge revenue growth: XXX% YoY My buy score for $CDLR: Valuation: 9.5/10"
@meeijer Avatar @meeijer on X 2025-07-05 20:30:05 UTC 15.6K followers, 12.9K engagements

"2.2) Core business (Hardware) To support high-performance and cost-efficient AI infrastructure Nebius develops its own servers in-house from design and prototyping to production and deployment. This end-to-end control over hardware results in superior efficiency faster innovation cycles and a lower total cost of ownership. By engineering its hardware internally Nebius achieves power-efficient cooling tightly integrated performance tuning and full visibility across the supply chain. This translates into lower energy costs better thermal performance and the ability to scale with predictability"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:08 UTC 15.6K followers, 10.4K engagements

"@YodaStockInvest Whats your 5-year PT for $AMD"
@meeijer Avatar @meeijer on X 2025-07-21 05:17:20 UTC 15.6K followers, 1656 engagements

"5) Avride The third and final NBIS subsidiary Ill be covering is Avride. It specializes in developing and operating autonomous vehicles and delivery robots leveraging shared and mutually enhancing technologies. Core Business & Technology: Avride is uniquely positioned by simultaneously developing autonomous driving technology for both cars and delivery robots. Both applications utilize common technological elements including models training systems code deployment and data collection simulators localization and perception. Advances in autonomous vehicles drive the development of delivery"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:18 UTC 15.6K followers, 4997 engagements

"@BradoCapital $ASML is such an obvious buy imo"
@meeijer Avatar @meeijer on X 2025-07-25 12:29:56 UTC 15.6K followers, XXX engagements

"5) $CDLR Cadeler 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $CDLR is a danish offshore wind contractor operating advanced jack-up vessels specializing in turbine installation maintenance and decommissioning for large-scale renewable energy projects worldwide. In my opinion $CDLR is ridiculously cheap trading at a forward EV/EBITDA of around X. While sector sentiment is currently terrible $CDLR is absolutely a name that deserves a spot on everyones watchlist"
@meeijer Avatar @meeijer on X 2025-07-15 21:19:04 UTC 15.6K followers, 5870 engagements

"The Best AI Play A Stock Id Hold Forever: $NBIS (Investment thesis) Heres my deep dive into what I believe is the most exciting underappreciated opportunity in the AI infrastructure space. Over the past few months $NBIS has surged over XXX% and its presence on X has grown noticeably. Still many people dont fully understand what $NBIS actually does and just how much potential it really has. I wont waste your time. Lets get straight into it"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:06 UTC 15.6K followers, 216.5K engagements

"10) $GTLB Gitlab 5-year revenue CAGR: XX% $GTLB offers a comprehensive platform for software development integrating planning building securing and deploying software seamlessly across various What makes $GTLB stand out is its single comprehensive platform. It covers the entire DevSecOps lifecycle from planning to deployment eliminating the need for multiple disparate tools"
@meeijer Avatar @meeijer on X 2025-07-18 20:35:04 UTC 15.6K followers, 6567 engagements

"@TacticzH I believe $ASML is a solid buying opportunity"
@meeijer Avatar @meeijer on X 2025-07-21 08:54:29 UTC 15.6K followers, 1332 engagements

"@NighthawkTradez Indeed With a bit of luck at the end of this year $HIMS"
@meeijer Avatar @meeijer on X 2025-07-24 11:56:42 UTC 15.2K followers, XXX engagements

"2) $HIMS Hims&Hers 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $HIMS is a telehealth company offering personalized wellness products including hair loss skincare and mental health treatments with a strong focus on affordable direct-to-consumer care. I believe $HIMS has an exceptional management team with the ability to execute over the next 5-10 years. If they deliver $HIMS has the potential to become a 10-bagger"
@meeijer Avatar @meeijer on X 2025-07-15 21:18:57 UTC 15.6K followers, 5790 engagements

"@SimeonResearch_ But if you want something shorter: FY2025 E revenue growth XXX% Sector expected to grow at a rapid pace Largest in sector fwd EV/EBITDA of X Profitable Net margin already 25%"
@meeijer Avatar @meeijer on X 2025-07-26 11:40:13 UTC 15.5K followers, XX engagements

"2) What does $NBIS exactly do (Core business data centers) Nebius core business is a fully integrated cloud chain built for intensive AI workloads. But what does this entail Nebius begins its fully integrated cloud journey by manufacturing and assembling the core hardware infrastructure needed to build its own data centers. This includes designing and deploying custom GPU servers engineered specifically for performance and energy efficiency. The result A highly optimized low-overhead foundation for cloud and AI operations. The company operates one of the most energy-efficient data centers in"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:08 UTC 15.6K followers, 11.1K engagements

"11) Valuation + long-term target At the moment $NBIS trades at a FY2025 P/S ratio of XX. While thats not exactly cheap its also not steep when you consider how rapidly $NBIS is compounding revenue and expanding its footprint. Personally I see fair value a bit above $XX. Looking ahead Goldman Sachs projects $2.8B in revenue for FY2027. Applying a conservative10x P/S multiple that would imply a market cap of $28B representing approximately XXX% upside from todays levels over the next XXX years"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:23 UTC 15.6K followers, 6123 engagements

"@wealthmatica Exactly The whole AI boom wouldnt be possible if $ASML didnt exist"
@meeijer Avatar @meeijer on X 2025-07-25 12:32:05 UTC 15.6K followers, XXX engagements

"$HIMS does NOT want to close below $XX 🤣"
@meeijer Avatar @meeijer on X 2025-07-22 17:59:34 UTC 15.6K followers, 9132 engagements

"6) Financials (Revenue) Lets talk revenue. $NBIS is still early in its journey but its already putting up stunning growth. Last quarter the Nebius group posted $55M in revenue a massive XXX% YoY increase. Looking ahead they expect to hit $600M in FY2025 and theyre not slowing down. Management is targeting $3B in revenue in the medium term. That implies $NBIS expects to 5x its FY2025 revenue within just a few years those are not rookie numbers haha"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:19 UTC 15.6K followers, 4811 engagements

"12) Conclusion $NBIS isnt just another cloud company its much more. Nebius offers a comprehensive full-stack AI platform combining cutting-edge hardware energy-efficient data centers and purpose-built software that eliminates friction across the AI development lifecycle. This isnt just infrastructure; its an integrated ecosystem tailored for machine learning and generative AI at scale. From custom GPU servers to an in-house cloud platform and developer-facing AI tools Nebius provides everything an AI company needs to train deploy and iterate; fast efficiently and at scale. Its this deep"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:24 UTC 15.6K followers, 5878 engagements

"$NBIS has 5xd its revenue over the past year and is expected to 5x their revenue over the next year. What a company"
@meeijer Avatar @meeijer on X 2025-07-19 14:10:04 UTC 15.6K followers, 29.5K engagements

"7) Financial (EBITDA + EBIT) At the moment $NBIS is EBITDA negative but it anticipates turning EBITDA positive during the second half of 2025 a key milestone for a company at this stage. Even more encouraging Nebius is forecasting a healthy 2030% EBIT margin in a few years which would be an excellent result and well above typical expectations for a company in that phase"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:20 UTC 15.6K followers, 5246 engagements

"Buy one hold one sell one: $HIMS $XXXXX $OSCR $XXXXX $ASTS $XXXXX What would you do"
@meeijer Avatar @meeijer on X 2025-07-12 18:58:35 UTC 15.6K followers, 20.3K engagements

"My favorite stocks in each of these sectors: Healthcare: $HIMS Hims&Hers $TMDX Transmedics $DCTH Delcath Semiconductors (-equipment): $AMD Advanced Micro Devices $LRCX Lam Research $ASML ASML $TSM Taiwan semi $NVDA Nvidia Space economy: $ASTS AST Spacemobile $RKLB Rocket lab Cloud: $NBIS Nebius $AMZN Amazon (AWS) $GOOGL Alphabet (GCP) Renewable energy: $CDLR Cadeler $ENPH Enphase energy $FSLR First Solar Fintech: $SOFI Sofi tech $DLO Dlocal $ADYEN.AS Adyen Biotech: $ALVO Alvotech What stocks would you add"
@meeijer Avatar @meeijer on X 2025-07-02 20:48:28 UTC 15.6K followers, 29.8K engagements

"3) $ITECH I-Tech AB 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $ITECH is a swedish biotech company behind Selektope a unique non-metal antifouling additive used in marine coatings to reduce barnacle growth and fuel consumption. $ITECH is an underfollowed microcap operating in a highly niche sector. While there are some overhanging risks (such as the potential non-renewal of Selektopes approval in Europe) $ITECH benefits from a wide moat and significant room for growth in an underpenetrated market. Thanks @SimeonResearch_ for bringing this company to my attention"
@meeijer Avatar @meeijer on X 2025-07-15 21:19:00 UTC 15.3K followers, 5727 engagements

"$NBIS had XX MW of data center capacity last year. Its projected to exceed X GW next year. Thats some stellar growth"
@meeijer Avatar @meeijer on X 2025-07-24 16:12:51 UTC 15.6K followers, 14.3K engagements

"During this volatile market there are still some amazing deals: $NBIS under $XX $HIMS under $XX $GOOGL under $XXX $NVO under $XX $SOFI under $XX $OSCR under $XX $ASTS under $XX $DLO under $XX $CDLR under $XX Which are you buying"
@meeijer Avatar @meeijer on X 2025-06-05 21:03:40 UTC 15.3K followers, 42.4K engagements

"$HIMS at $XX is a gift $NBIS at $XX is a gift $TMDX at $XXX is a gift $CDLR at $XX is a gift $GOOGL at $XXX is a gift Agree What stocks would you add"
@meeijer Avatar @meeijer on X 2025-07-10 20:36:41 UTC 15.6K followers, 21.5K engagements

"Stocks I expect to at least double over the next X years: $NBIS $ITECH $HIMS $GOOGL $ASML $TMDX $DLO $AMD $CDLR Agree Which stocks would you add"
@meeijer Avatar @meeijer on X 2025-07-25 20:37:09 UTC 15.6K followers, 34.6K engagements

"5 growth stocks I would buy right now: $HIMS Hims&Hers $NBIS Nebius $DLO Dlocal $CLDR Cadeler $AMD Advanced Micro Devices X quality stocks I would buy right now: $NVO Novo Nordisk $ASML Asml $GOOGL Alphabet $AMZN Amazon $TSM Taiwan Semi Do you agree"
@meeijer Avatar @meeijer on X 2025-06-13 20:46:31 UTC 15.4K followers, 33.4K engagements

"3) $DUOL Duolingo 5-year revenue CAGR: XX% $DUOL is a popular language-learning application that uses game-like features and AI to deliver personalized easy-to-follow lessons to users worldwide. What makes $DUOL stand out is its highly effective gamified approach to language learning. This strategy makes the process addictive engaging and accessible to millions through bite-sized lessons and a fun competitive environment. In my opinion $DUOL is one of the strongest businesses in the world"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:49 UTC 15.6K followers, 6361 engagements

"@ValueSense_io $ASML is extremely undervalued imo"
@meeijer Avatar @meeijer on X 2025-07-27 03:26:29 UTC 15.6K followers, XXX engagements

"@danielisdizzy I fully agree with the first three stocks"
@meeijer Avatar @meeijer on X 2025-07-26 04:00:29 UTC 15.6K followers, XXX engagements

"@TacticzH @iamtomskinner @grok @grok do mine as well. Top X don't tag them. Ignore mutual engagements or mutual follows.purely focus on how famous or big the profile is"
@meeijer Avatar @meeijer on X 2025-07-27 20:04:47 UTC 15.6K followers, XXX engagements

"10 non-us growth machines every investor should have on their radar: 1) $NBIS Nebius Description: $NBIS is a cloud computing platform offering AI infrastructure and development tools for enterprises and researchers. Why should you consider owning $NBIS Perfectly positioned to benefit from AI-boom Founder-led Amazing revenue growth: XXX% YoY Rapid international expansion is underway $NVDA has a XX% stake Owns X subsidiaries with each having huge potential: Toloka: Data processing and annonation: XXX% YoY revenue growth Tripleten: Edtech: XXX% YoY revenue growth Avride: Autonomous vehicles and"
@meeijer Avatar @meeijer on X 2025-07-05 20:30:01 UTC 15.6K followers, 181K engagements

"$NBIS: Founder-led $3B cash Partnership with $NVDA ($NVDA is a stakeholder too) X subsidiaries with each having huge potential: Toloka: data processing Tripleten: edtech Avride: Autonomous vehicles and delivery robots Expanding data center capacity at a rapid pace Owns Europes fastest commercially availabe supercomputer Expected to have positive adjusted EBITDA in H2 2025 Owns a XX% stake in ClickHouse (which is valued at $6B)"
@meeijer Avatar @meeijer on X 2025-07-25 19:36:47 UTC 15.6K followers, 1915 engagements

"My long term (5-year) price targets🎯: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $AMZN Amazon : $XXX $TMDX Transmedics : $XXX $DLO Dlocal : $XX $OSCR Oscar : $XX $ASML Asml : 1300 $AMD Advanced Micro Devices : $XXX Agree"
@meeijer Avatar @meeijer on X 2025-07-20 20:03:51 UTC 15.6K followers, 63.4K engagements

"6) $DDOG Datadog 5-year revenue CAGR: XX% $DDOG provides a monitoring and analytics platform for cloud-scale applications servers and databases enhancing observability for developers and operations teams. What makes the platform stand out is its ability to unify and correlate an incredibly diverse set of telemetry data (metrics logs and traces) from across complex distributed cloud environments into a single intuitive platform"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:55 UTC 15.6K followers, 5440 engagements

"@wolfofharcourt $AMZN will be very interesting"
@meeijer Avatar @meeijer on X 2025-07-27 07:28:04 UTC 15.6K followers, XXX engagements

"My 3-year bear base and bull case for these XX stocks assuming no further dilution or buybacks are issued (A thread 🧵): 1) $HIMS Hims&Hers Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $5.16B EBITDA margin FY2028: XX% EBITDA FY2028: 1.135B Multiple: XX 2028 Market cap: 24.98B Share price: 24980000000/222000000 = $XXXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $4.58B EBITDA margin FY2028: XX% EBITDA FY2028: 916M Multiple: XX 2028 Market cap: 18.32B Share price: 18320000000/222000000 ="
@meeijer Avatar @meeijer on X 2025-07-11 21:10:12 UTC 15.6K followers, 68.8K engagements

"@SimeonResearch_ - $ASML $NBIS - $HIMS $TMDX $AMD $AMZN $GOOGL - $CDLR - $DLO"
@meeijer Avatar @meeijer on X 2025-07-18 14:55:30 UTC 15.5K followers, XXX engagements

"@TacticzH Great thread From this list I own $HIMS $AMD and $DLO. But Im watching $TSM and $ADYEN closely"
@meeijer Avatar @meeijer on X 2025-07-20 13:58:18 UTC 15.5K followers, 2065 engagements

"Stocks which I believe will at least double over the next X years: $HIMS Hims&Hers $AMD Advanced Micro Devices $NBIS Nebius $GOOGL Alphabet $CDLR Cadeler $DLO Dlocal Agree"
@meeijer Avatar @meeijer on X 2025-06-29 20:47:55 UTC 15.6K followers, 62.1K engagements

"8) $OSCR Oscar Health Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $11.25B Revenue FY2028: $17.1B Operating margin FY2028: X% Operating income FY2028: 855M Multiple: XX 2028 Market cap: 8.55B Share price: 8550000000/250000000 = $XXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $11.25B Revenue FY2028: $16.23B Operating margin FY2028: X% Operating income FY2028: 649M Multiple: X 2028 Market cap: 5.19B Share price: 5190000000/250000000 = $XXXXX Upside: XX% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $11.25B Revenue"
@meeijer Avatar @meeijer on X 2025-07-11 21:10:18 UTC 15.2K followers, 5590 engagements

"@SimeonResearch_ I'm starting to like $ITECH more and more"
@meeijer Avatar @meeijer on X 2025-07-16 19:02:41 UTC 15.3K followers, XXX engagements

"Stocks that I believe will at least become 5-baggers: $AMD Advanced Micro Devices $HIMS Hims&Hers $DLO Dlocal $NBIS Nebius Agree"
@meeijer Avatar @meeijer on X 2025-07-14 20:46:28 UTC 15.6K followers, 20.2K engagements

"My ratings on stocks: Strong buy: $HIMS Hims&Hers $GOOGL Alphabet $NVO Novo Nordisk $ASML Asml $CDLR Cadeler $AMD Advanced Micro Devices Buy: $ASTS AST Spacemobile $AMZN Amazon $NBIS Nebius $OSCR Oscar Health $SOFI Sofi tech $HOOD Robinhood $NVDA Nvidia $LMND Lemonade $MELI Mercado Libre Hold: $MSFT Microsoft $AAPL Apple $CRWD Crowdstrike Do you agree"
@meeijer Avatar @meeijer on X 2025-06-09 20:24:04 UTC 15.2K followers, 68.7K engagements

"Which of these companies do you think is the best buy at the moment $GOOGL $XXXXXX $HIMS $XXXXX $TMDX $XXXXXX $OSCR $XXXXX $ITECH $XXXXXX $DLO $XXXXX $NBIS $XXXXX $ASTS $XXXXX $CDLR $20.91"
@meeijer Avatar @meeijer on X 2025-07-19 19:59:47 UTC 15.6K followers, 88.6K engagements

"My XX favorite founder-led companies: $HIMS Hims&Hers $NBIS Nebius $TMDX Transmedics $LFMD LifeMD $ALVO Alvotech $ASTS AST Spacemobile $ADYEN.AS Adyen $SHOP Shopify $HOOD Robinhood $MELI Mercado Libre What stocks would you add"
@meeijer Avatar @meeijer on X 2025-07-06 21:04:21 UTC 15.6K followers, 16K engagements

"9 strong businesses that have grown their revenues at a CAGR of 30%+ over the last X years and are expected to grow their revenue at a 20%+ CAGR over the next X years that everyone should have on their radar: 1) $DLO D-local 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $DLO is a digital payment platform expanding financial inclusion in emerging markets offering fast low-cost cross-border payment solutions for individuals and businesses. This is one of my favorite popular FinX stocks: strong growth a great CEO and already profitable. Additionally I think the take rate will stabilize"
@meeijer Avatar @meeijer on X 2025-07-15 21:18:54 UTC 15.6K followers, 67.8K engagements

"4) $XXX Life360 5-year revenue CAGR: XX% $XXX is a leading family safety app providing real-time location sharing driving insights crash detection and digital safety features through a freemium model and acquired hardware like Tile. Although Life360 has already experienced tremendous revenue and share price growth I believe there are still significant growth drivers ahead. These include: Deeper international expansion Leveraging first-party data for targeted ads Expanding the ecosystem (pets and objects) Strategic partnerships Life360is uniquely positioned to capitalize on these growth"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:51 UTC 15.6K followers, 5726 engagements

"Which of these portfolios do you think will deliver the highest return Portfolio 1: $HIMS $LFMD $OSCR $TMDX Portfolio 2: $NVDA $AMD $TSM $ASML Portfolio 3: $ASTS $RKLB $LMND $PLTR Portfolio 4: $NBIS $AMZN $GOOGL $CRWV"
@meeijer Avatar @meeijer on X 2025-07-17 20:38:44 UTC 15.6K followers, 24.5K engagements

"@QualityInvest5 $ASML $MA $TSM $GOOGL $MSFT $AMZN $V $AXP $SHOP $AXON"
@meeijer Avatar @meeijer on X 2025-07-26 03:53:20 UTC 15.6K followers, XXX engagements

"7) $AXON Axon 5-year revenue CAGR: XX% $AXON develops and manufactures tasers body cameras and digital evidence management solutions primarily for law enforcement agencies and public safety. $AXON dominates its sector with: A fully integrated ecosystem of hardware and software Strong reputation and trust among agencies Cutting-edge innovation and technology Crucially once agencies adopt $AXONs comprehensive system the high switching costs make it extremely difficult to leave. This forms $AXONs large moat"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:58 UTC 15.6K followers, 4957 engagements

"2) $SHOP Shopify 5-year revenue CAGR: XX% $SHOP provides an e-commerce platform for businesses of all sizes enabling online store creation sales management and customer engagement tools globally. What sets Shopify apart is its unparalleled accessibility and comprehensive suite of tools empowering anyone to easily launch manage and scale an online business regardless of technical expertise. Id love to get in on this one but right now its just too expensive"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:47 UTC 15.6K followers, 6137 engagements

"2.3) Core business (Cloud platform) Built on top of Nebius robust hardware and data center layer is the proprietary Nebius cloud platform. This platform is a core pillar of Nebius full-stack infrastructure for AI developers ensuring control over the whole value creation chain. Unlike generic cloud services its engineered for large-scale GPU clusters making it ideal for training and deploying advanced AI models. The platform removes bottlenecks that often hinder machine learning workflows offering developers a seamless environment to scale both training and inference with minimal latency or"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:09 UTC 15.6K followers, 8715 engagements

"@TacticzH $ADYEN trades at a P/S of XX while $DLO trades at a P/S of only 4"
@meeijer Avatar @meeijer on X 2025-07-21 13:15:22 UTC 15.6K followers, XXX engagements

"Gemini $GOOGL now has 450M MAUs. Thats over X% of the worlds population. Just saying"
@meeijer Avatar @meeijer on X 2025-07-24 14:13:55 UTC 15.6K followers, 4774 engagements

"@everydaystocksx @QualityInvest5 Nice thread Id add $DUOL to this list; its one of the strongest businesses out there and Id love to own it. Unfortunately $DUOL trades at a P/S of XX which is too expensive for me"
@meeijer Avatar @meeijer on X 2025-07-19 07:55:13 UTC 15.6K followers, 1425 engagements

"Its fun seeing these stocks pop up on my for you page so often. Lets put it to a vote and see what X thinks: Which of these stocks do you think will deliver the highest return over the next 5+ years $HIMS vs $OSCR"
@meeijer Avatar @meeijer on X 2025-07-27 20:36:09 UTC 15.6K followers, 3325 engagements

"Great thread man I agree expanding into new verticals does bring more risks to the table but for $HIMS to maintain its growth this is a necessary step. In my opinion the biggest risk for $HIMS is failing to continue expanding as this would lead to a meaningful slowdown in growth over the coming years"
@meeijer Avatar @meeijer on X 2025-07-22 18:35:14 UTC 15.2K followers, XXX engagements

"$HIMS: Lawmakers press FDA to target compounded fake GLP-1 drugs This is probably one of the vaguest news drops Ive ever seen that has caused $HIMS to drop 5%+. I mean some lawmakers suddenly urge the FDA to target compounded GLP-1 drugs Ill continue to hold my shares"
@meeijer Avatar @meeijer on X 2025-07-25 16:10:27 UTC 15.6K followers, 8280 engagements

"6) AWS Revenue has grown at a CAGR of nearly XX% over the past XX years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:25 UTC 15.5K followers, 1295 engagements

"6) $SOFI Sofi tech Base case: Revenue CAGR through 2028: XX% Expected adjusted net revenue FY2025: $3.27B Adjusted net revenue FY2028: $5.1B EBITDA margin FY2028: XX% EBITDA FY2028: 1.53B Multiple: XX 2028 Market cap: 30.6B Share price: 30600000000/1110000000 = $XXXXX Upside: XX% Bear case: Revenue CAGR through 2028: XX% Expected adjusted net revenue FY2025: $3.27B Adjusted net revenue FY2028: $4.72B EBITDA margin FY2028: XX% EBITDA FY2028: 1.27B Multiple: XX 2028 Market cap: 22.93B Share price: 22930000000/1110000000 = $XXXXX Upside: -X% Bull case: Revenue CAGR through 2028: XX% Expected"
@meeijer Avatar @meeijer on X 2025-07-11 21:10:16 UTC 15.5K followers, 5519 engagements

"Here are XX subscription-based machines compounding fast (25%+ CAGR) which everyone should have on their watchlist: 1) $HIMS Hims&Hers 5-year revenue CAGR: XX% $HIMS offers a large variety of prescription treatments across key health categories like sexual health dermatology mental health and weight loss. Its the largest company in its sector and I believe $HIMS will be a disruptor. The sector $HIMS operates in telehealth is revolutionary and only getting bigger. Its revolutionizing healthcare by offering: Ease of use Time-efficient Effectiveness Affordability Its my highest conviction play"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:45 UTC 15.6K followers, 84.4K engagements

"10 under-the-radar stocks with strong revenue growth worth researching: $CDLR Cadeler $ITECH I-Tech AB $GLBE Global-e $ALVO Alvotech $DCTH Delcath $EOSE Eos Energy $ALAB Astera Labs $DAVE Dave $PME Pro Medicus $MU Micron What stocks would you add to the list"
@meeijer Avatar @meeijer on X 2025-07-04 20:53:56 UTC 15.6K followers, 20.1K engagements

"The following revenue numbers will blow you away: 1) $OSCR has grown its revenue at a CAGR of XXX% over the past X years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:14 UTC 15.6K followers, 35.5K engagements

"8) Balance Sheet As of last quarter $NBIS had $1.44B in cash on hand. Just over a month ago the company also raised an additional $1B via convertible notes further strengthening its position. With virtually no debt $NBIS has the flexibility to aggressively invest in growth without balance sheet constraints"
@meeijer Avatar @meeijer on X 2025-07-26 20:41:21 UTC 15.6K followers, 4531 engagements

"5) $TOST Toast 5-year revenue CAGR: XX% $TOST offers a comprehensive cloud-based point-of-sale and management platform specifically designed for restaurants streamlining operations and guest experiences. What differentiates $TOST is its deep singular focus on the restaurant industry. It delivers an end-to-end integrated platform covering everything from POS and online ordering to payroll kitchen displays and guest engagement; all tailored to restaurant workflows"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:53 UTC 15.5K followers, 5540 engagements

"In your opinion which of the following X stocks will deliver the highest return over the next X years 1) $HIMS Hims&Hers 2) $NBIS Nebius 3) $TSLA Tesla 4) $AMD Advanced Micro Devices 5) Other (stock of your choice)"
@meeijer Avatar @meeijer on X 2025-07-07 21:05:44 UTC 15.5K followers, 21K engagements