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@TheRayMyers Avatar @TheRayMyers Ray Myers

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

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Social category influence stocks #3959 technology brands XXX% cryptocurrencies #1404 finance XXXX% automotive brands #3268 countries XXXX% exchanges XXXX% fashion brands XXXX% luxury brands XXXX% currencies XXXX%

Social topic influence $zeta #7, $nbis #15, $grab #2, $nu #1, $nvo #5, $amzn #29, $sofi #18, $iren #22, $googl #443, $amd #120

Top accounts mentioned or mentioned by @meeijer @joinyellowbrick @grok @realroseceline @stockmarketnerd @sergeycyw @ggreg493 @matt59606024 @gabgrowth @citizenwatchrep @golfer319 @stockstormx @marketinvestorx @wolfofharcourt @dutchinvestors @palantirhotline @alohaiea @neelgrover1 @hamsarris6 @analysisop

Top assets mentioned ZetaChain (ZETA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Grab Holdings Limited Class A Ordinary Shares (GRAB) NuCypher (NU) Novo-Nordisk (NVO) Amazon.com, Inc. (AMZN) RAI Finance (SOFI) IREN Limited (IREN) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) DLocal Limited Class A Common Shares (DLO) NVIDIA Corp. (NVDA) Palantir (PLTR) Oscar Health, Inc. (OSCR) Uber Technologies, Inc. (UBER) MercadoLibre Inc (MELI) Sea Limited (SE) Hims & Hers Health, Inc. (HIMS) Microsoft Corp. (MSFT) Applovin Corporation (APP) Taiwan Semiconductor (TSM) CoreWeave, Inc. (CRWV) The Root Network (ROOT) Tesla, Inc. (TSLA) Robinhood Markets, Inc. (HOOD) Metadium (META) Dave Inc. Class A Common Stock (DAVE) Adobe, Inc. (ADBE) Intuitive Surgical, Inc. (ISRG) Oracle Corporation (ORCL) Alibaba Group (BABA) Lemonade, Inc. (LMND) Nike Inc (NKE) PayPal Holdings Inc (PYPL) Eli Lilly and Company (LLY) Mario Coin (COIN) Crowdstrike Holdings Inc (CRWD) Trade Desk, Inc. (TTD) Starbucks Corporation (SBUX) Snowflake, Inc. (SNOW) Cream (CRM) Netflix Inc (NFLX)

Top Social Posts #

Top posts by engagements in the last XX hours

"3/ $ZETA Data Advantage $ZETA collects more data than any other marketing software provider. - 245M US Consumers - 535M Global Consumers - XXX Interest Categories - 10B Transactions - 1.5B Emails - 1T+ Signals per month"
X Link @TheRayMyers 2025-10-17T17:45Z 13.8K followers, 1003 engagements

"13/ Arista Networks $ANET is enabling the next generation of data centers with its networking solutions designed for speed and scalability. As AI workloads require massive clusters of computing equipment to work seamlessly together Aristas cloud networking platforms deliver the ultra-low latency high-bandwidth connectivity needed. Its advanced switching and routing technologies form the backbone of modern AI data centers enabling efficient data movement. Arista is addressing the surge in demand for AI-optimized networks while maintaining a focus on energy efficiency and operational simplicity"
X Link @TheRayMyers 2025-09-15T17:02Z 13.8K followers, 3703 engagements

"Which do you think is a better buy right now - $NBIS at $XXX - $IREN at $XX - $CRWV at $XXX - $HIMS at $XX - $WW at $XX - $NVO at $XX - $AMZN at $XXX - $MELI at $2185 - $SE at $XXX - $GRAB at $X - $UBER at $XX - $GOOGL at $XXX - $BABA at $XXX - $ORCL at $XXX - $AMD at $XXX - $NVDA at $XXX - $COIN at $XXX - $HOOD at $XXX - $CRCL at $XXX - $NU at $XX - $SOFI at $XX - $Dave at $XXX - $ADYEN at $1680 - $DLO at $XX - $PYPL at $65"
X Link @TheRayMyers 2025-10-05T16:30Z 13.8K followers, 140.3K engagements

"7/ Harrow Health $100K $HROW is a specialty drug company driving access to eye care in the United States. Harrows portfolio includes branded compounded and soon biosimilar ophthalmic drugs that serve millions of patients across anesthetic glaucoma dry eye and infection treatments. Eye diseases are projected to significantly increase their prevalence in the population because 1) More screen time leads to an increase in dry eye disease 2) Lifespans increase driving demand for age-related eye degeneration treatments. The company has a portfolio of highly promising eye care treatments with a US"
X Link @TheRayMyers 2025-10-09T17:33Z 13.8K followers, 4020 engagements

"10/ $ADYEN Payment Volumes 32B ➡ 1.3T 40x in XX years"
X Link @TheRayMyers 2025-10-10T18:30Z 13.8K followers, 4667 engagements

"3/ Low-Cost Operating Model $NU runs a low-cost digital-only mobile-first bank that enables them to service customers much cheaper than competitors. This is how you scale a business 📈 Revenue per customer: +270% 📉 Cost per customer: -27%"
X Link @TheRayMyers 2025-10-12T17:00Z 13.8K followers, XXX engagements

"🧠 Palantir One Pager $PLTR +132% 🚀 🚀 🚀 Data-as-a-Service AI and analytics software provider. - Strong Margins - XXX% Growth in Customers - XX% 2027 EPS CAGR - INSANE Valuation - XX% Above Consensus Price Target"
X Link @TheRayMyers 2025-10-14T18:00Z 13.8K followers, 3599 engagements

"ASML Q3 Earnings One Pager $ASML +0.4% 🟡 First Reaction 🚨 Strong Net Bookings Revenue 7.5B +0.7% 🔴 (EST 7.75B) MISS Net Income 2.1B +2.3% 🟡 (2.06B) BEAT FCF +1.8B +266% 🔴 (2B) MISS Services Revenue +27.3% 🟢 Systems Deliveries -XX% 🔴 Net Bookings +105% 🟢 Dividend +4% 🟡"
X Link @TheRayMyers 2025-10-15T05:15Z 13.8K followers, 13.6K engagements

"Analysts expect $NBIS to grow revenues with a XXX% CAGR to reach $4.3B in 2027 🚀 Impressive but the scary thing is that they might be wrong $NBIS will make $3.48B from the $MSFT deal alone meaning the street believes $858M will be made from other clients. That is low If $NBIS can make $3.48B by leasing 300MW to $MSFT they should be able to make a similar amount from other clients. So depending on how much capacity they get online 2027 revenues could be $5-7B"
X Link @TheRayMyers 2025-10-17T17:00Z 13.8K followers, 15K engagements

"8/ $ZETA Case Study Auto Insurance Case Study 1) Zeta has data on 250M US Adults 2) 200M of them are vehicle drivers 3) AI identifies 35M whose insurance ends in XX days 4) AI identifies 15M of these people are not already with the insurance company and are open to switching providers 5) AI identifies 9M most likely to switch to Zetas client 6) We get a target audience of 9M people"
X Link @TheRayMyers 2025-10-17T17:45Z 13.8K followers, XXX engagements

"$APP down X% on reports on state AG's investigating them for data privacy violations 🔴 This is just one of potentially multiple investigations that could lead to fines or strict limits on AppLovins data practices. Allegations of tracking children and hidden data use could damage trust among users partners and regulators. If certain targeting tools are curtailed AppLovins growth and AI-driven ad model could face limits. Let's how the company responds"
X Link @TheRayMyers 2025-10-20T13:43Z 13.8K followers, 4550 engagements

"My Harrow Investment Case is live (🌐 below👇) $HROW is a pharmaceutical company that specializes in commercializing treatments for eye diseases. This is a crucial area of medicine that is only expected to become more relevant as longer screen times and aging lead to a higher prevalence of eye diseases in the population. - Capital-efficient drug development strategy - Strong product pipeline - Inflecting profitability - Reasonable Valuation"
X Link @TheRayMyers 2025-09-28T16:31Z 13.8K followers, 16.1K engagements

"Despite $SE rising over XXX% from the lows it is still XX% below its all-time high. 🤯 It really shows you how insane the 2021 bubble was"
X Link @TheRayMyers 2025-10-04T17:16Z 13.8K followers, 4311 engagements

"I would pick $GRAB over $UBER - $NBIS over $CRWV - $IREN over $CRWV - $DLO over $ADYEN - $ROOT over $LMND - $S over $CRWD - $OSCR over $UNH - $AMZN over $MSFT - $AMZN over $TSLA - $APP over $TTD - $ZETA over $TTD - $SOFI over $HOOD - $ONON over $NKE - $CELH over $MNST"
X Link @TheRayMyers 2025-10-06T17:03Z 13.8K followers, 9456 engagements

"6/ Nebius $NBIS is redefining cloud computing for the AI era delivering a next-generation infrastructure platform built expressly for developing and deploying advanced AI models. At the core of Nebiuss mission is the vision of its founder Arkady Volozh a visionary technologist whose vision continues to shape the companys trajectory. Volozhs focus on long-term innovation smart AI development and global aspirations drives Nebius to build infrastructure not for the breakthroughs of tomorrow. Under his leadership Nebius is positioning itself as a strategic backbone for the worlds most ambitious"
X Link @TheRayMyers 2025-10-12T17:34Z 13.8K followers, XXX engagements

"$ZETA seems attractive 🤔 - Large TAM - Inflecting Profitability - LLM Response Manager for Brands - Athena Marketing AI is a game-changer - Smart bolt-on acquisitions - Still down XX% in the past 1Y Why are you not buying"
X Link @TheRayMyers 2025-10-13T16:30Z 13.8K followers, 15.9K engagements

"12/ Strong Revenue Growth Revenue has grown from $306M ➡ $1.2B in X years. Analysts expect $1.8B in 2027"
X Link @TheRayMyers 2025-10-17T17:46Z 13.8K followers, XXX engagements

"13/ 2028 Target $ZETA just reaffirmed 2028 Targets - $2.1B Revenue XX% CAGR - $525M ADJ EBITDA XX% CAGR - $340M FCF XX% CAGR The recent $325M Marigold acquisition is not included in the targets and will increase them. Analyst estimates are on the low side"
X Link @TheRayMyers 2025-10-17T17:46Z 13.8K followers, XXX engagements

"If I had $1M here is how I would build an AI-focused portfolio so I never have to work again $NU $150K $NBIS $100K $GRAB $100K $APP $100K $AMD $100K $TSM $100K $ZETA $100K $IREN $50K $GOOGL $50K $AMZN $50K $NVDA $50K $META $50K Here is why 🧵👇"
X Link @TheRayMyers 2025-09-25T16:47Z 13.8K followers, 90.7K engagements

"My opinion on some popular stocks: Undervalued: - $NU - $DLO - $GRAB - $OSCR - $GOOGL - $AMZN - $MELI - $NBIS - $ROOT OK: - $META - $SE - $V - $MA - $MSFT - $NVDA Overvalued: - $LMND - $SHOP - $CRWD - $SNOW - $TSLA - $CRM - $DUO - $ADBE - $CRVW - $NKE - $SBUX - $HIMS Palantir: - $PLTR"
X Link @TheRayMyers 2025-10-04T15:45Z 13.8K followers, 163.4K engagements

"$MC Luxury is not cyclical they said Will LVMH recover from this slump"
X Link @TheRayMyers 2025-10-04T16:23Z 13.8K followers, 1484 engagements

"20 companies that will dominate the next decade: 1/ Nebius $NBIS is redefining cloud computing for the age of AI offering an infrastructure platform designed specifically for building and running AI models. Nebius services will help both large and small AI companies build innovative AI solutions in robotics healthcare finance military agriculture drug discovery material sciences and many more. The company just signed a massive 5-year $17.4B contract with Microsoft. It is currently expanding the data center business in: - Finland - Iceland - New Jersey - Alabama - UK - France - Israel"
X Link @TheRayMyers 2025-10-04T17:00Z 13.8K followers, 126K engagements

"👁 Harrow One Pager $HROW +25% YTD 🟢 Pharmaceutical company specializing in eye care. - Strong Drug Pipeline - Inflecting Profitability - XXX% 2027 FCF CAGR - Reasonable Valuation - XX% Below Consensus Price Target"
X Link @TheRayMyers 2025-10-06T18:00Z 13.8K followers, 6661 engagements

"My favourite stocks in these segments: Data Centers: - $NBIS - $WYFI - $IREN Payments: - $ADYEN - $DLO AI Applications: - $GOOGL - $META - $APP - $ZETA Chips: - $ASML - $TSM - $AMD - $NVDA Financial Services - $NU - $GRAB - $SOFI - $ROOT Healthcare: - $HROW - $NVO - $OSCR Travel: - $BKNG - $UBER"
X Link @TheRayMyers 2025-10-10T17:30Z 13.8K followers, 62.1K engagements

"10 names I think are good long-term buys: - $OSCR at $XX - $NU at $XX - $GRAB at $X - $SOFI at $XX - $HITI at $XXX - $ROOT at $XX - $ZETA at $XX - $HROW at $XX - $NBIS at $XXX - $DLO at $XX XX that are not: - $CRWV - $OKLO - $IONQ - $SBUX - $NKE - $PEP - $WMT - $PLTR - $ADBE - $SNOW"
X Link @TheRayMyers 2025-10-14T17:00Z 13.8K followers, 66.6K engagements

"Is $NBIS still a BUY - Dissecting the $17.4B $MSFT Deal - Unit Economics Analysis - Looking at Wall Street Analyst Estimates - Mind-boggling XXX% 2027 Revenue CAGR - 2030 Share Price Estimate"
X Link @TheRayMyers 2025-10-16T11:11Z 13.8K followers, 72.8K engagements

"I believe - $NBIS at $XXX is better than $IREN $CRVW - $GOOGL at $XXX is a BARGAIN - $AMZN at $XXX is a STEAL - $NVO at $XX is better than $LLY - $GRAB at $X is better than $UBER - $PLTR at $XXX is a BUBBLE - $NU at $XX is better than $PYPL - $SOFI at $XX is better than $PYPL"
X Link @TheRayMyers 2025-10-16T17:30Z 13.8K followers, 102K engagements

"Which ticker is the most likely to 5x in X years - $PYPL - $ADBE - $CRM - $NBIS - $IREN - $CIFR - $WYFI - $OSCR - $HIMS - $TDMX - $NVO - $SOFI - $NU - $DAVE - $TSLA - $NVDA - $TSM - $AMD - $ASML - $GRAB - $UBER - $ZETA"
X Link @TheRayMyers 2025-10-16T18:15Z 13.8K followers, 19.8K engagements

"$NBIS is the AWS of AI Even $AMZN just admitted in an internal memo that they are losing AI start-ups to "AI Clouds" (Read $NBIS) - $17.4B Deal with $MSFT - XXX% 2027 Revenue CAGR - $363B TAM - New Data Center in Alabama - Plans for many More This is a VC-like investment in public markets. Ordinarily we wouldn't even have a chance to invest if not for the spin-off from Yandex"
X Link @TheRayMyers 2025-10-17T16:41Z 13.8K followers, 13.8K engagements

"$ZETA is the AI stock investors are sleeping on It could realistically 5x An AI innovator demand is accelerating and FCF is exploding Here is my Investment Thesis:🧵"
X Link @TheRayMyers 2025-10-17T17:45Z 13.8K followers, 14.1K engagements

"6/ This is how $ZETA Advertising works: 1) The advertiser uploads all creatives videos banners and posters on the platform. 2) Then they set campaign parameters budget cost-per-click return on ad-spend downloads whatever their goal is. 3) Zeta uses its identity graph to identify the target customer"
X Link @TheRayMyers 2025-10-17T17:45Z 13.8K followers, XXX engagements

"10/ $ZETA Athena Athena is described as a Conversational Superintelligent Agent that Transforms Questions Into Actionable Answers. This puts $PLTR AIP on notice. This agentic AI system is built to drastically reduce the complexity by automating tedious tasks. Athena could enable marketing teams to operate much simpler and faster. What $PLTR AIP does to manufacturing companies Athena will do to marketing and advertising"
X Link @TheRayMyers 2025-10-17T17:46Z 13.8K followers, XXX engagements

"My favorite stocks in these segments: AI: - $NBIS - $ZETA - $GOOGL E-com: - $SE - $MELI - $AMZN Emerging Markets: - $GRAB - $SE - $NU - $DLO Healthcare: - $NVO - $HROW - $OSCR - $TDMX Semiconductors: - $TSM - $NVDA - $AMD - $ASML Fintech: - $ADYEN - $SOFI - $NU - $ROOT"
X Link @TheRayMyers 2025-10-17T18:30Z 13.8K followers, 40.4K engagements

"🔴 $GRAB is down XX% in the past month. That makes it an even better buy and street analysts agree with their upgraded price targets. $XXXX ➡ $XXXX DBS $XXX ➡ $X Citi $XXX ➡ $XXX Jefferies $XXXX ➡ $XXXX Morgan Stanley $X ➡ $XXX J.P. Morgan"
X Link @TheRayMyers 2025-10-20T16:30Z 13.8K followers, 2521 engagements

"$NBIS could have 1.5-2GW of Capacity in 2030. That could generate $12-20B in revenues. 120-200x from 2024. But sure you can sell some shares because Financial Times thinks we are in a AI bubble"
X Link @TheRayMyers 2025-10-20T17:03Z 13.8K followers, 11.6K engagements

"💰Dave One Pager $DAVE +126% YTD 🚀 🚀 🚀 - Strong Margins - Growing Loan Originations - XX% 2027 EPS CAGR - Reasonable Valuation - XX% Below Consensus Price Target"
X Link @TheRayMyers 2025-10-12T18:00Z 13.8K followers, 3669 engagements

"2/ $ZETA Identity The Zeta Identity module unifies billions of data points to create accurate and reliable profiles of potential consumers. Its AI models combine Zeta's proprietary first-party data with client customer databases to identify in real time who their ideal customers are and how to engage them"
X Link @TheRayMyers 2025-10-17T17:45Z 13.8K followers, 1091 engagements

"SK Hynix +131% YTD 🚀 🚀 🚀 South Korean memory chip manufacturer. - Strong Margins - XXX% EPS Growth - XX% 2027 FCF CAGR - Cheap Valuation - X% Above Consensus Price Target"
X Link @TheRayMyers 2025-10-17T18:02Z 13.8K followers, 2860 engagements

"- $NBIS +283% YTD 🚀🚀🚀 Unbelievably fast-growing AI infrastructure business Can it become the "AWS of AI" - Strong Losses - Massive Capex Plans - Huge AI Demand - XXX% 2027 Revenue CAGR - Very Demanding Multiple but very fast growth - X% Below Consensus Price Target"
X Link @TheRayMyers 2025-10-20T18:00Z 13.8K followers, 8314 engagements

"💊 Genmab One Pager $GMAB -X% YTD 🔴 A Danish biotechnology company that develops antibody-based therapies for the treatment of cancer. - Insane Margins - Strong XX% ROIC - Strong Cash Position - X% 2027 EPS CAGR - Affordable Valuation"
X Link @TheRayMyers 2025-06-19T18:00Z 13.8K followers, 5307 engagements

"$PLTR is a bubble that's GUARANTEED to fall XX% 🔴 It's a question of WHEN not IF 🚨 P/S of XXX 🚨 $340B Market Cap WHEN in stock market history has a company trading at such a high multiple avoided a collapse Ohh right NEVER"
X Link @TheRayMyers 2025-06-25T18:30Z 13.8K followers, 342.5K engagements

"🤖 Intuitive Surgical Q2 Earnings One Pager $ISRG +0.3% First Reaction 🟢 Revenue $2.44B +21% 🟢 Net Income $658M +25% 🟢 Instruments Revenue +18.5% 🟢 Services Revenue +23.3% 🟢 Da Vinci Placements +15.8% 🟢 Da Vinci Installed Base +14% 🟢"
X Link @TheRayMyers 2025-07-23T00:59Z 13.8K followers, 2658 engagements

"$DLO is a best-in-class fintech set to 5x Stock is up XX% since the earnings 🚀 Payment volumes are exploding revenue growth is accelerating and profits are at record highs. Here is my $DLO Investment Thesis:🧵"
X Link @TheRayMyers 2025-08-29T17:20Z 13.8K followers, 51.7K engagements

"18/ UBER $UBER forever changed how the taxi and food delivery industries operate and now they stand to use AI to deliver previously unbelievable convenience. AI-driven algorithms will match riders and drivers in real time optimizing routes for lower wait times and powering dynamic pricing. Beyond rides Uber Eats and its logistics network leverage the same AI infrastructure to deliver food groceries and freight on a global scale. As their recent partnership with Waymo shows Uber's platform is extremely attractive for Robotaxi providers. The company stands to become a unified platform combining"
X Link @TheRayMyers 2025-08-31T17:36Z 13.8K followers, 10.9K engagements

"19/ Intuitive Surgical $ISRG pioneered robot-assisted surgery with its DaVinci systems. AI-assisted surgery is the logical next level It's da Vinci robotic system enables surgeons to operate with enhanced dexterity and vision through tiny incisions while data and AI-powered insights assist in planning training and improving surgical outcomes. Hospitals benefit from shorter patient stays faster recovery and higher throughput all driving adoption across specialties worldwide. By combining robotics data and AI $ISRG is poised to deliver a revolution in surgery Fully automated AI surgeries will"
X Link @TheRayMyers 2025-08-31T17:36Z 13.8K followers, 12.4K engagements

"6/ Sea Limited $SE Southeast Asian digital powerhouse with leading platforms in gaming e-commerce and financial services Southeast Asias digital economy is set to exceed $300B this year fueled by a young mobile-first population. Just as $GRAB $SE is set to benefit as hundreds of millions of underbanked people join the financial system. As incomes rise and financial adoption accelerates Sea is ready to capture Southeast Asias next middle class"
X Link @TheRayMyers 2025-09-01T18:16Z 13.8K followers, 1642 engagements

"Here are XX companies that will dominate Robotics era: 1/ Tesla $TSLA just revealed an ambitious goal delivering 1M Optimus bots by 2035. The company aims to transform the robotics industry by developing advanced humanoid robots capable of performing complex real-world tasks with remarkable agility and intelligence. For decades industrial robots were confined to repetitive pre-programmed roles in highly structured environments. Progress toward general-purpose robots stalled due to hardware limitations high costs and the absence of scalable AI integration. Optimus powered by the companys"
X Link @TheRayMyers 2025-09-06T17:32Z 13.8K followers, 33.9K engagements

"3/ Nvidia $NVDA is accelerating the robotics revolution by providing the AI computing power behind the next generation of autonomous machines. Creating advanced robots that can see reason and act in complex unstructured environments required breakthroughs in both hardware and AI software. Its GPUs and edge AI platforms like Jetson and the NVIDIA Isaac robotics stack deliver the computational horsepower for real-time computer vision motion planning and autonomous decision-making. As industries race toward automation demand for AI-powered robotics is exploding. NVIDIAs hardware AI frameworks"
X Link @TheRayMyers 2025-09-06T17:33Z 13.8K followers, 2783 engagements

"10/ Symbotics $SYM is revolutionizing warehouse automation with AI-powered robotics that transform the way packages are stored sorted and shipped. Symbotics modular robotic systems combine advanced computer vision autonomous mobile robots and AI-driven orchestration software to automate every step of the warehouse workflow. Their robots navigate dense storage environments pick and sort items with precision and dynamically adapt to changing inventory demands. Symbotics technology delivers the speed efficiency and flexibility needed for next-generation distribution networks positioning the"
X Link @TheRayMyers 2025-09-06T17:34Z 13.8K followers, 2930 engagements

"🗼 Vertiv One Pager $VRT +14% YTD 🟢 - Strong Backlog - XXX% EPS Increase - XX% 2027 EPS CAGR - XX% Below Consensus Price Target"
X Link @TheRayMyers 2025-09-17T18:00Z 13.8K followers, 2202 engagements

"🔌 NRG Energy One Pager $NRG +84% YTD 🟢 Texas Nat Gas and electricity energy company - Low Margins - Strong Buyback - Rising Demand from AI - XX% 2027 EPS CAGR - Demanding Valuation - X% Below Consensus Price Target"
X Link @TheRayMyers 2025-09-24T18:00Z 13.8K followers, 3083 engagements

"💹 Flywire One Pager $FLYW -XX% YTD 🔴 International payments company focusing on large transactions in Education Travel and B2B. - Slowing Growth - XXX% Growth in Payment Volumes - Strong BuyBack - XXX% 2027 EPS CAGR - Reasonable Valuation - XX% Below Consensus Price Target"
X Link @TheRayMyers 2025-09-26T17:35Z 13.8K followers, 1421 engagements

"My favourite stocks in these verticals: AI: - $NBIS - $GOOGL SuperApp: - $GRAB Insurance: - $ROOT - $OSCR Fintech: - $NU - $DLO - $SOFI E-commerce: - $MELI - $AMZN - $SE Pharma: - $NVO - $HROW Advertising/Marketing: - $APP - $ZETA Semiconductors: - $ASML - $AMD - $NVDA Big Tech: - $AMZN - $GOOGL Cybersecurity: - $S What am I missing"
X Link @TheRayMyers 2025-10-03T16:30Z 13.8K followers, 70.9K engagements

"16/ Adyen $ADYEN is transforming global payments by delivering a unified platform that simplifies how businesses accept process and optimize payments. Before Adyen merchants relied on a patchwork of payment processors acquirers and gateways. This fragmented system was slow costly and delivered a subpar user experience. Not anymore Its end-to-end platform integrates directly with merchants systems allowing payments to flow seamlessly across online mobile and in-store channels. By leveraging real-time data and AI-driven risk management Adyen optimizes authorization rates reduces fraud and"
X Link @TheRayMyers 2025-10-04T17:02Z 13.8K followers, 9219 engagements

"17/ Sea Limited $SE unites three powerful growth engines. - Shopee in e-commerce - Garena video gaming - Monee financial services This AI-enhanced ecosystem delivers improved shopping financial services and gaming experiences. $SE leverages data and AI to engage hundreds of millions of users across the region. For people of Southeast Asia that means convenience affordability and access to services once out of reach. For small merchants and gaming developers it opens new markets and growth opportunities. As the Southeast Asian booming economy leads to 200M people joining the middle class $SE"
X Link @TheRayMyers 2025-10-04T17:02Z 13.8K followers, 9322 engagements

"19/ Google After recent legal challenges and the rising popularity of ChatGPT many have written $GOOGL off as the "next Nokia and Kodak". They are wrong. By weaving AI through every layer of its ecosystem $GOOGL is its accelerating the next wave of global innovation. AI now: 1) drives Search with instant conversational answers 2) powers YouTubes hyper-personalized recommendations 3) strengthens Google Cloud with insane demand 4) Gemini models are getting embedded across Google's vast ecosystem. Google will remain a dominant company for decades to come"
X Link @TheRayMyers 2025-10-04T17:03Z 13.8K followers, 9290 engagements

"$UBER EBITDA chart is one of the best out there. 🔴 From losing $8.1B 🟢 To making $8.7B Soon $GRAB chart will do the same That $1B 2027 EBITDA estimate is going way up"
X Link @TheRayMyers 2025-10-04T18:32Z 13.8K followers, 14.3K engagements

"$NVO is $META in 2022 In X years people will say " I can't believe you could have bought $NVO for XX P/E in 2025". Here is my Investment Thesis:🧵"
X Link @TheRayMyers 2025-10-05T17:30Z 13.8K followers, 92.6K engagements

"1/ GLP1s $NVO GLP-1 drugs like Ozempic and Wegovy are revolutionary They fundamentally change how obesity and type X diabetes are treated. Instead of just managing symptoms they target the bodys appetite and insulin regulation helping patients lose significant weight and improve cardiovascular and metabolic health"
X Link @TheRayMyers 2025-10-05T17:30Z 13.8K followers, 7007 engagements

"2/ Ozempic $NVO Ozempic started the frenzy of GLP1s with many celebrities getting slim thanks to it. Ozempic lowers blood sugar and mimics the GLP-1 hormone. This leads to a reduced appetite directly leading to weight loss. Sales have grown from $276M ➡ $20.2B Demand is expected to rise as more people seek effective long-term treatments for obesity and diabetes and as growing evidence links these drugs to broader health benefits like reduced heart disease risk"
X Link @TheRayMyers 2025-10-05T17:30Z 13.8K followers, 6174 engagements

"3/ Wegovy Wegovy contains the same active ingredient as Ozempic (GLP1s) but is formulated at a higher dose specifically for chronic weight management rather than diabetes control. Sales have exploded from $212M ➡ $11.6B Demand for Wegovy will increase as it targets a much larger population. people seeking effective medically approved weight-loss solutions"
X Link @TheRayMyers 2025-10-05T17:30Z 13.8K followers, 5448 engagements

"4/ Oral GLP1s $NOVO is now pushing a XX mg oral version of Wegovy which would be the first oral GLP-1 for chronic obesity. Theyve submitted to the FDA based on trials showing weight loss of 1317%. It is less effective than injectables but easier to take and some people report milder side effects. Oral Wegovy will dramatically expand the addressable patient population"
X Link @TheRayMyers 2025-10-05T17:30Z 13.8K followers, 5589 engagements

"7/ Stock collapse The XX% stock sell-off in 2024 and 2025 has been partially attributed to: - Supply bottlenecks for Wegovy - Competition from Compounding Pharmacies - Trump's attacks on Pharma - Trump's attacks on Denmark $NVO is actively working on X of them"
X Link @TheRayMyers 2025-10-05T17:30Z 13.8K followers, 4192 engagements

"8/ Supply bottlenecks for Wegovy $NOVO is aggressively expanding its manufacturing footprint by investing $X billion in 2025 into new capacity for API production fill-finish and packaging to relieve bottlenecks. Its also acquiring and converting key fill-finish sites (buying Catalent) to control more of the pen-assembly stage and multiply Wegovy output"
X Link @TheRayMyers 2025-10-05T17:30Z 13.8K followers, 4266 engagements

"$RACE down XX% 🔴 The company released an extremely weak 2030 guidance with a sales target of just EUR 9B. That would imply a CAGR of only 4.8%. Not good enough for a XX P/E stock. Really disappointing. Ferrari is also scaling back the EV business due to a "client-centric approach""
X Link @TheRayMyers 2025-10-09T12:45Z 13.8K followers, 4208 engagements

"Which portfolio are you picking A: - $NBIS - $TSLA - $HIMS - $HOOD - $TTD B: - $IREN - $MSFT - $NVO - $DAVE - $APP C: - $CRWV - $AMZN - $LLY - $COIN - $NFLX D: - $WYFI - $GOOGL - $HROW - $DLO - $ZETA"
X Link @TheRayMyers 2025-10-09T17:00Z 13.8K followers, 6169 engagements

"1/ Grab $125K $GRAB a Southeast Asian Super-App offering rides food delivery groceries financial services and more - 40M+ Users - $20B GMV - Millions of Restaurants and Drivers Southeast Asia is booming and 200M are estimated to join the middle class in the next decade. This new middle class will be hungry for great financial services and modern conveniences. AI will further increase margins by reducing costs across the organization"
X Link @TheRayMyers 2025-10-09T17:30Z 13.8K followers, 6019 engagements

"2/ Nu $125K $NU technology-driven low-cost model enables fast growth and huge profits. 📈 Revenue per customer: +270% 📉 Cost per customer: -XX% Nubanks AI-driven platform empowers customers with seamless financial services without the friction of traditional banks. Advanced data models and AI insights enhance credit decisions reduce risk and expand financial inclusion across Latin America leading to tens of millions of unbanked people joining modern banking. For consumers this means easier access to credit faster transactions and a transparent mobile-first experience. For $NU it fuels rapid"
X Link @TheRayMyers 2025-10-09T17:31Z 13.8K followers, 4533 engagements

"3/ Nebius $100K NBIS is transforming the future of cloud computing for the AI era with an infrastructure platform purpose-built to develop and deploy artificial intelligence models. Nebius solutions empower organizations to create groundbreaking AI applications across diverse sectors including robotics healthcare finance defense agriculture pharmaceutical research materials science and more. The company just signed a massive 5-year $17.4B contract with Microsoft. It is currently expanding the data center business in: - Finland - Iceland - New Jersey - Alabama - UK - France - Israel"
X Link @TheRayMyers 2025-10-09T17:32Z 13.8K followers, 3925 engagements

"4/ Dlocal $100K $DLO is the Uruguayan fintech connecting global businesses with emerging markets through seamless cross-border payments. Their unified payments platform enables companies to transact locally in over XX countries. DLocals AI-powered infrastructure optimizes transaction routing fraud prevention and currency conversion in real time. This ensures faster cheaper and more reliable payments between global merchants and local consumers regardless of market or regulatory barriers. For Dlocal customers this means instant access to new markets higher conversion rates and lower"
X Link @TheRayMyers 2025-10-09T17:32Z 13.8K followers, 5401 engagements

"5/ Sofi $100K $SOFI is a financial technology company that's changing the way people manage their money. It does this by offering a unified One-Stop-Shop digital platform that combines banking investing lending and personal finance tools. For many years consumers had to use different banks brokers and apps to handle their finances which was often inconvenient expensive and a poor experience. SoFi's platform brings all of these financial services together in a single user-friendly interface. It's designed to be a one-stop shop for its members. The platform also uses data and AI to provide"
X Link @TheRayMyers 2025-10-09T17:32Z 13.8K followers, 3129 engagements

"6/ Zeta $100K $ZETA is an AI-powered marketing and advertising cloud that helps enterprises turn data into actionable insights. By unifying identity intent and engagement signals across hundreds of millions of consumers Zeta Global enables brands to predict personalize and activate customer journeys at scale. Zetas proprietary Data Cloud and AI engine analyze vast amounts of behavioral and transactional data to deliver real-time insights and precise audience targeting. This allows marketers to optimize spend increase ROI and build lasting customer relationships through intelligent automation."
X Link @TheRayMyers 2025-10-09T17:33Z 13.8K followers, 3851 engagements

"How would you change this portfolio"
X Link @TheRayMyers 2025-10-09T17:34Z 13.8K followers, 2506 engagements

"🤖 Nebius One Pager $NBIS +304% YTD 🚀🚀🚀 Insanely fast-growing AI infrastructure business - Strong Losses - Massive Capex Plans - Huge AI Demand - XXX% 2027 Revenue CAGR - Very Demanding Multiple but very fast growth - X% Below Consensus Price Target"
X Link @TheRayMyers 2025-10-09T18:00Z 13.8K followers, 22.7K engagements

"Best-performing Nasdaq XXX stocks YTD 🟢 $PLTR +143% 🟢 $MU +134% 🟢 $LRCX +99% 🟢 $AMD +95% 🟢 $APP +94% 🟢 $INTC +87% 🟢 $ZS +74% 🟢 $KLAC +70% 🟢 $WBD +69% 🟢 $DASH +68% Are any of them in your portfolio"
X Link @TheRayMyers 2025-10-09T18:15Z 13.8K followers, 2959 engagements

"@NeelGrover1 Again this nonsense. You can't value fast-growing banks like Nu and Sofi using banking metrics from 1900s. Show me a bank at X times book that can grow revenues XX% in a quarter"
X Link @TheRayMyers 2025-10-09T23:58Z 13.8K followers, XXX engagements

"@NeelGrover1 There is literally a XXXX% chance that in the next XX years Citi or KeyCorp stocks outperform Nu and Sofi"
X Link @TheRayMyers 2025-10-10T00:12Z 13.8K followers, XXX engagements

"📶 IREN One Pager $IREN +545% YTD 🚀🚀🚀 AI and Cloud data center business. - Strong Access to Energy - Huge Capex Expenses - XXX% 2027 Revenue CAGR - Demanding Valuation but Insane growth - XX% Above Consensus Price Target"
X Link @TheRayMyers 2025-10-10T18:00Z 13.8K followers, 3249 engagements

"2/ $DLO Operating leverage in action 📈 Revenues: +1462% 📉 Opex: +777%"
X Link @TheRayMyers 2025-10-10T18:30Z 13.8K followers, 5275 engagements

"3/ $NU Customers 3M ➡ 114M in just X years"
X Link @TheRayMyers 2025-10-10T18:30Z 13.8K followers, 4503 engagements

"4/ $AMZN Amazon Web Services $3B ➡ $116B 37x in a decade One of the best business growth stories ever"
X Link @TheRayMyers 2025-10-10T18:30Z 13.8K followers, 4181 engagements

"5/ $IREN Forward Revenues $8M ➡ $2.5B 311x in X years UNBELIEVABLE"
X Link @TheRayMyers 2025-10-10T18:30Z 13.8K followers, 5173 engagements

"6/ $MELI Gross Merchandise Volume $5.7B ➡ $56B"
X Link @TheRayMyers 2025-10-10T18:30Z 13.8K followers, 4412 engagements

"Dissecting $ZETA 2025 Investor Day. 🔮 - Marigold Acquisition - Athena a $PLTR AIP competitor for Marketing - AI Agent Studios - 2028 Guidance - GEO is the new SEO - More all 🌐👇"
X Link @TheRayMyers 2025-10-11T17:30Z 13.8K followers, 10.1K engagements

"WhiteFiber $WYFI has found an interesting niche in the AI Data Centers Brownfield Retrofits 🏗 They take manufacturing facilities with existing energy grid connections and repurpose them as AI Data Centers These data centers are being built X times faster and 25-40% cheaper than brand new facilities 💸 With this model they can go from Zero to Revenue in months whilst for new projects it takes 2-4 years This approach could enable them to significantly expand in the fast-growing soon-to-be $300B+ AI Data Center market"
X Link @TheRayMyers 2025-10-12T15:30Z 13.8K followers, 5657 engagements

"10/ Palantir Alex Karp founded Palantir with a conviction that data could transform decision-making at the highest levels of society. Under his leadership Palantir has evolved into a mission-driven SaaS company focused on empowering institutions to navigate complexity through intelligence not guesswork. Karps vision was never about building another enterprise software firm rather he wanted to create a platform capable of integrating fractured data systems breaking down silos and enabling leaders to act with clarity in real time. Rather than relying on armies of analysts and cumbersome legacy"
X Link @TheRayMyers 2025-10-12T17:35Z 13.8K followers, XXX engagements

"12/ Wise Kristo Krmann founded Wise after experiencing the hidden fees and opaque exchange rates banks imposed on him when transferring money between London and Estonia. He set out to build a transparent cheap and easy-to-use alternative. His vision was to rebuild global finance on principles of clarity trust and efficiency. Wise became the blueprint for modern fintech real exchange rates upfront pricing and technology that bypasses traditional banking infrastructure to make cross-border transfers instant or near-instant. Today Wise is evolving beyond transfers into a global money"
X Link @TheRayMyers 2025-10-12T17:35Z 13.8K followers, XXX engagements

"13/ Cloudflare $NET was founded by Matthew Prince with a clear mission to make the internet faster safer and more reliable. Under Princes leadership Cloudflare grew from a simple idea into one of the most important infrastructure companies on the web. It protects millions of websites from cyberattacks speeds up content delivery across the globe and helps businesses operate online without needing massive IT teams. What makes Cloudflare unique is its vision for the future. It is not just a security or performance tool. It is becoming a global edge network where developers can build and deploy"
X Link @TheRayMyers 2025-10-12T17:35Z 13.8K followers, XXX engagements

"$MSFT will pay $NBIS $3.48B p/y for access to 300MW. $WYFI is building a data center that could have 200MW at full capacity. $WYFI market cap is $1.4B this one data center could generate over $1-2B in revenues. Seems interesting 🤔"
X Link @TheRayMyers 2025-10-16T16:30Z 13.8K followers, 3413 engagements

"@matt59606024 Have you heard about this thing called valuation A $4B revenue company trading for $400B+ market cap is insanity"
X Link @TheRayMyers 2025-10-16T23:46Z 13.8K followers, 3728 engagements

"@DayleARTaylor A $4B revenue company with $400B+ market cap is a bubble"
X Link @TheRayMyers 2025-10-16T23:49Z 13.8K followers, 1686 engagements

"@golfer319 I am not saying that it will but people said the same thing when Nvidia was at $800B"
X Link @TheRayMyers 2025-10-16T23:50Z 13.8K followers, XXX engagements

"1) If that so why did $MSFT sign $17.4B deal with Nebius not Iren 2) You are confusing ARR with total revenue most of $IREN revenues come from bitcoin. $NBIS ARR will be at $1B by year-end $IREN cloud will be half of that. Per Analyst estimates Iren will have $2.5B in revenues by 2027 and that includes hundreds of millions of bitcoin revenues. Nebius will have $4.3B of pure AI revenues. 3) Iren is only Bare metal $NBIS is cloud"
X Link @TheRayMyers 2025-10-17T06:35Z 13.8K followers, XXX engagements

"$HIMS -XX% I thought shorts are getting squeezed 👀 Dudum has more red flags in the house than Xi Jinping"
X Link @TheRayMyers 2025-10-17T14:09Z 13.8K followers, 6957 engagements

"@meeijer Retweeting a known stock pumper and course charlatan a day before you sell shares is dumb. This is not the first time he does something like this thus i have no trust in his ability to lead hims into the future"
X Link @TheRayMyers 2025-10-17T16:03Z 13.8K followers, XXX engagements

"4/ $ZETA Marketing Automations Zeta Messaging is its omnichannel marketing offering. Their AI models use real-time behavior triggers such as cart abandonment cancelled subscriptions and loyalty program data to suggest customer retention actions. Using various automated customer reengagement tools emails SMS push notifications in-app messaging custom discounts promotions and more"
X Link @TheRayMyers 2025-10-17T17:45Z 13.8K followers, XXX engagements

"5/ $ZETA Advertising Zeta Activation is a paid media solution that utilizes Zetas data to execute highly targeted campaigns through their advertising demand side platform (DSP). It precisely tracks conversions and maximizes return on ad spend"
X Link @TheRayMyers 2025-10-17T17:45Z 13.8K followers, XXX engagements

"9/ $ZETA Generative Engine Optimization (GEO) GEO is the new SEO Zeta will ask ChatGPT and Gemini relevant questions to see how the LLMs reply and track and analyze those replies in a methodical way. - Track brand visibility - Identify hallucinations and wrong answers - Optimize content to be LLM-ready - Monitor AI share of answers - Align PR SEO Marketing and advertising strategies"
X Link @TheRayMyers 2025-10-17T17:46Z 13.8K followers, XXX engagements

"14/ Valuation $ZETA trades for a P/S of X If it meets the 2028 Target it trades for a FWD P/S of X and P/FCF of XX. That looks attractive to me"
X Link @TheRayMyers 2025-10-17T17:46Z 13.8K followers, XXX engagements

"@MB_Hogan I think a deal with Oracle is more likely they will need outside capacity to fulfill that $300B order with OpenAI"
X Link @TheRayMyers 2025-10-18T00:23Z 13.8K followers, XXX engagements

"@DJRB2006 Hims is not down because of the broader market but because Trump said he wants GLP1 prices to come down"
X Link @TheRayMyers 2025-10-18T00:25Z 13.8K followers, XXX engagements

"🏗 Quanta Services One Pager $PWR +22% YTD 🟢 A construction company specialising in Energy infrastructure - Low Margins - Strong Backlog - XXXX% 2027 EPS CAGR - Demanding Valuation"
X Link @TheRayMyers 2025-07-05T18:00Z 13.8K followers, 2548 engagements

"4/ Oracle $ORCL is rapidly expanding its cloud infrastructure and AI-ready data centers. Recently the company reported a MINDBOGGLING $320B single-quarter increase in the backlog driven by a $300B deal with OpenAI. Their investments in next-generation cloud regions and high-performance computing infrastructure are enabling enterprises to run AI workloads at scale with speed and security. With strategic partnerships and cutting-edge hardware integrations Oracle is positioning its data centers to meet the surging demand for AI-driven innovation across industries. As businesses adopt AI-powered"
X Link @TheRayMyers 2025-09-15T17:01Z 13.8K followers, 4582 engagements

"💭 Cloudflare One Pager $NET +101% YTD 🟢 Fast-growing Cybersecurity company - Unprofitable - Strong Large Customer Growth - XX% 2027 FCF CAGR - Extremely Demanding Valuation - X% Above Consensus Price Target"
X Link @TheRayMyers 2025-10-03T17:30Z 13.8K followers, 2602 engagements

"15/ TSMC While $AMD and $NVDA sell the picks and shovels that power the AI revolution $TSM is the one that actually manufactures them. For decades chip design and production were vertically integrated with each company making its own chips. This limited innovation slowed production and created enormous barriers to entry. With $TSM the process is radically more efficient The best chip designers like Apple NVIDIA and AMD don't own the factory anymore they focus on innovation while $TSM brings their ideas to life with cutting-edge manufacturing at nanometer precision. Its unmatched scale and"
X Link @TheRayMyers 2025-10-04T17:02Z 13.8K followers, 9784 engagements

"20/ Intuitive Surgical $ISRG pioneered robot-assisted surgery with its DaVinci systems. AI-powered surgery represents the next frontier in healthcare. The da Vinci robotic system gives surgeons greater precision and visibility through minimally invasive incisions while AI-driven insights will enhance surgical planning training and outcome optimization. For hospitals this translates into quicker patient recoveries reduced length of stay and higher efficiency. For patients this leads to lower prices and better outcomes. By uniting robotics data and artificial intelligence $ISRG is set to"
X Link @TheRayMyers 2025-10-04T17:03Z 13.8K followers, 10.5K engagements

"1/ A Superior Business Model NU's business is simply superior to legacy banks - Adios to physical branches - Adios to 50-page loan applications - Adios to 2H customer service phone calls - Adios to expensive fees $NU technology-first model is leaving legacy banks in the dust"
X Link @TheRayMyers 2025-10-12T17:00Z 13.8K followers, XXX engagements

"2/ Explosive User Growth 3M ➡ 123M $NU 40x users in X years"
X Link @TheRayMyers 2025-10-12T17:00Z 13.8K followers, XXX engagements

"4/ AI Private Banker A personalized intelligent advisor embedded directly into its mobile app. Smart financial advice is no longer reserved for the 1%. Now everyone will be able to quickly and easily ask important financial questions. It will assess your financial profile obligations (like a mortgage or car loans ) and suggest how to improve your finances. Which mortgage is better Do I need insurance How much should I invest How do I save on taxes All that for XXXX% of the price of a Financial Advisor"
X Link @TheRayMyers 2025-10-12T17:01Z 13.8K followers, XXX engagements

"6/ Bonus Point US Expansion $NU recently applied for a US Banking Charter and I saw many instantly dismiss it. "Don't play battles you can't win" One person said. I love this sentiment the more they underestimate Nu the bigger the upside. Nu's low-cost business model is a structural advantage over many US banks and this will enable them to offer services for prices at which many banks would not be profitable at"
X Link @TheRayMyers 2025-10-12T17:01Z 13.8K followers, 1371 engagements

"7/ Nu $NU is transforming financial services in Latin America pioneering a modern AI-driven approach to banking for millions who were previously excluded from the financial system. Driving this revolution is David Vlez Nubanks founder and visionary leader. Vlez set out not just to build a bank but to dismantle the barriers that traditional institutions created. High fees slow processes and terrible user experience. His mission-driven philosophy is deeply embedded in Nubanks culture technology as a force for financial inclusion. Nubanks AI-powered platform delivers seamless mobile-first"
X Link @TheRayMyers 2025-10-12T17:34Z 13.8K followers, XXX engagements

"@Kaizen_Investor Asts has $X revenue and rklb is expensive"
X Link @TheRayMyers 2025-10-18T11:01Z 13.8K followers, XXX engagements

"Rightmove is like Zillow but in the UK $RMV is a major stock market success story and operates with insane 50%+ Net Income margins 🟢 $Z has barely moved since 2019 and has been unprofitable for many years 🔴 How did Zillow fumble this business model so badly They could have just stuck to advertising and realtor services and made crazy profits. Instead they wasted billions on this iBuying nonsense"
X Link @TheRayMyers 2025-08-11T17:00Z 13.8K followers, 2359 engagements

"4/ Intuitive Surgical $ISRG is revolutionizing surgeries by bringing precision robotics to the operating room. Complex surgeries carry longer recovery times greater risks and higher costs. With Intuitive Surgicals da Vinci robotic systems the picture is different. Advanced robots translate a surgeons hand movements into micro-precise actions through tiny incisions offering 3D visualization tremor reduction and unparalleled dexterity inside the human body. As people demand better healthcare outcomes and lower costs demand for AI-driven robotic surgery will surge"
X Link @TheRayMyers 2025-09-06T17:33Z 13.8K followers, 3736 engagements

"11/ Sea Limited $SE is beginning to harness the power of robotics to scale its fast-growing e-commerce and logistics operations across Southeast Asia. As order volumes skyrocket the need for efficiency speed and scalability has become critical. Seas e-commerce platform Shopee and its digital logistics network are increasingly using warehouse robotics and AI-to optimise operations and reduce costs. As Southeast Asias economy continues to boom Seas investments in robotics-driven logistics will unlock major efficiencies and drive long-term growth across e-commerce"
X Link @TheRayMyers 2025-09-06T17:34Z 13.8K followers, 3534 engagements

"@Raino_Invests Forgot about $AMD. I think in the short term they might not due that great as I am afraid that they might have to do an impairment on the Xilinx acquisition which could appear in Q4 and cause the stock to slump. In the long term they are good"
X Link @TheRayMyers 2025-10-05T01:09Z 13.8K followers, 1006 engagements

"Which stock will be the next to double - $HIMS at $XX - $NVO at $XX - $LLY at $XXX - $TMDX at $XXX - $NBIS at $XXX - $IREN at $XX - $CRWV at $XXX - $WYFI at $XX - $AMZN at $XXX - $GOOGL at $XXX - $BABA at $XXX - $GRAB at $X - $UBER at $XX - $LYFT at $XX - $NVDA at $XXX - $AMD at $XXX - $AVGO at $XXX - $ASML at $XXX - $MELI at $2180 - $SE at $XXX - $CPNG at $32"
X Link @TheRayMyers 2025-10-09T16:30Z 13.8K followers, 140.7K engagements

"If you won $1M in the lottery here is how you should invest it to never work again $GRAB $125K $NU $125K $NBIS $100K $DLO $100K $SOFI $100K $ZETA $100K $HROW $100K $OSCR $100K $GOOGL $75K $AMZN $75K Here is why 🧵👇"
X Link @TheRayMyers 2025-10-09T17:30Z 13.8K followers, 93.1K engagements

"Here are 🔟 AMAZING graphs on the stock market 1/ $NBIS Forward Revenues $14M ➡ $4.3B 321x in X years Absolute MADNESS"
X Link @TheRayMyers 2025-10-10T18:30Z 13.8K followers, 61.3K engagements

"9/ $NVO Obesity Revenues $67M ➡ $12.3B 183x in XX years"
X Link @TheRayMyers 2025-10-10T18:30Z 13.8K followers, 4302 engagements

"Trump again caused the market to throw up 🔴 Don't panic BUY these DIPS instead: - $ZETA at $XX -XX% - $DLO at $XX -X% - $OSCR at $XX -X% - $HROW at $XX -X% - $SOFI at $XX -X% - $GRAB at $XXX -X% - $TMDX at $XXX -X% - $AMZN at $XXX -X% - $MELI at $2153 -X% - $HITI at $XXX -X% - $NVO at $XX -5%"
X Link @TheRayMyers 2025-10-11T16:30Z 13.8K followers, 62.4K engagements

"Since starting Global Equity Briefing I have written XX Equity Research Reports Some names have performed spectacularly since: 🥇 $HOOD +756% 🥈 $PLTR +662% 🥉 $SOFI +97% 🟢 $TSM +68% 🟢 $NU +47% 🟢 $META +37% 🟢 $GRAB +32% 🟢 $OSCR +31% Join Global Equity Briefing and follow me for more"
X Link @TheRayMyers 2025-10-11T17:00Z 13.8K followers, 16.9K engagements

"5 simple reasons why I am VERY BULLISH on $NU Thread: 🧵"
X Link @TheRayMyers 2025-10-12T17:00Z 13.8K followers, 6286 engagements

"5/ Huge TAM XX% of Adults in Latin America are underbanked $NU could gain 100M more users in the next decade But $NU said they want to expand to other Emerging Markets further increasing TAM Egypt India Nigeria Indonesia Kenya Bangladesh Ethiopia and others have over a billion underbanked people. The potential is simply MASSIVE"
X Link @TheRayMyers 2025-10-12T17:01Z 13.8K followers, XXX engagements

"$ASML is up XX% in the past X months 🔥 They report earnings on Wednesday here is what Wall Street Analysts are expecting: Revenue 7.75B +3.8% 🟡 EBIT 2.45B +0.2% 🟡 Net Income 2.1B -X% 🟡 FCF 2B +280% 🟢 Capex 462M +11% 🟡 Seems weak can ASML beat them"
X Link @TheRayMyers 2025-10-12T17:12Z 13.8K followers, 3869 engagements

"8/ Adyen Pieter van der Does built $ADYEN with a clear vision to redefine how businesses manage payments in a rapidly evolving digital world. Recognizing early on that global commerce was becoming more interconnected and complex he set out to create a platform that could unify all payment experiences whether in-store or online. Under his leadership Adyen has become a powerful global payments infrastructure designed to eliminate inefficiency. As trillions of dollars move around Pieters focus has been on reliability scalability and innovation. Today Adyen reflects its founding philosophy a"
X Link @TheRayMyers 2025-10-12T17:35Z 13.8K followers, XXX engagements

"11/ Grab Anthony Tan's $GRAB is THE only Super App in Southeast Asia dominating ride-hailing food delivery and fintech. Tans vision is rooted in using technology and AI to simplify the lives of millennials. As Southeast Asia undergoes rapid urbanization expanding internet penetration and the rise of a new 200M strong Grab is strategically positioned to become the digital backbone of everyday life in the region. What sets Grab apart is not just scale but its commitment to solving local problems with local insight. With Tan at the helm Grab its building the infrastructure for Southeast Asias"
X Link @TheRayMyers 2025-10-12T17:35Z 13.8K followers, 4213 engagements

"Investors are sleeping on $ZETA Athena AI Their an innovative conversational AI chat solution. This puts $PLTR AIP on notice. This agentic AI system is built to drastically reduce the complexity by automating tedious tasks Athena could enable marketing teams to operate much simpler and faster. What $PLTR does to manufacturing companies Athena will do to marketing and advertising"
X Link @TheRayMyers 2025-10-12T18:20Z 13.8K followers, 11.3K engagements

"OpenAI is getting into bed with $AVGO for 10GW of AI accelerators. Another few hundred billion dollars. Sam Altman's bedroom seems a bit full $NVDA $ORCL $AMD $CRWV and now $AVGO. How is he gonna pay for all of his wives Saudi's and the Gulf are rich but even they don't have $2T in cash lying around"
X Link @TheRayMyers 2025-10-13T13:34Z 13.8K followers, 3981 engagements

"$WYFI is a $1.4B company with a $363B TAM. How much of that can they capture Certainly much much more than they have now"
X Link @TheRayMyers 2025-10-13T17:03Z 13.8K followers, 4793 engagements

"🔬AMD One Pager $AMD +78% YTD 🟢 - Strong AI-Driven Demand - XXX% Data Center Revenue Growth - XX% 2027 EPS CAGR - Reasonable Valuation - X% Below Consensus Price Target"
X Link @TheRayMyers 2025-10-13T18:00Z 13.8K followers, 2786 engagements

"If you had to go ALL-IN which name are you picking - $AMD - $HIMS - $NBIS - $LMND - $GRAB - $NVDA - $PLTR - $HOOD - $BABA - $SOFI - $MELI - $UBER - $OSCR - $TSM - $TLSA - $AMZN - $IREN - $GOOGL And why"
X Link @TheRayMyers 2025-10-14T18:15Z 13.8K followers, 84.2K engagements

"Mercado Libre One Pager $MELI +19% YTD 🟢 Latin American e-commerce logistics and Fintech giant - 1783% Growth in FCF - Strong GMV Growth - XX% 2027 EPS CAGR - Reasonable Valuation - XX% Below Consensus Price Target"
X Link @TheRayMyers 2025-10-16T18:02Z 13.8K followers, 8435 engagements

"1/ What does $ZETA do Many brands don't know: - How to identify a customer - How to acquire it - How to keep it from leaving - How to get them to spend more Zeta is an AI-powered marketing cloud built to deliver the answers to these modern marketing dilemmas"
X Link @TheRayMyers 2025-10-17T17:45Z 13.8K followers, 1163 engagements

"4) AI then determines which are the best channels to find that target customer such as Instagram Facebook web mobile apps video games video streaming etc. 5) DSP connects to ad supply platforms and bids for the audience that its AI has identified will yield the desired outcome. 6) Zeta monitors advertising performance in real time tracking impressions CPM and ROAS. It then optimizes campaigns changing channels budgets and strategies to deliver the best result"
X Link @TheRayMyers 2025-10-17T17:45Z 13.8K followers, XXX engagements

"11/ $ZETA AI Agent Studio An AI agent is essentially a virtual employee that performs a set of preprogrammed tasks Zetas AI Agent Studio is a suite of AI tools that allows users to select and activate prebuilt AI agents create custom agents and link them together to execute complex marketing workflows. AI Agents will reduce marketing overhead by increasing productivity enabling more to be achieved with less"
X Link @TheRayMyers 2025-10-17T17:46Z 13.8K followers, XXX engagements

"15/ Bull Case $ZETA has just XXX% Wallet Share with its customers. It plans to significantly increase it by upselling more services. The company could grow by multiples just with existing customers and existing use cases. But $ZETA are adding new use cases through R&D and M&A and acquiring new customers"
X Link @TheRayMyers 2025-10-17T17:46Z 13.8K followers, 1733 engagements

"Which name is the best risk-reward opportunity - $PYPL at $XX - $ADBE at $XXX - $DLO at $XX - $OPEN at $X - $TSLA at $XXX - $OSCR at $XX - $IREN at $XX - $HIMS at $XX - $NBIS at $XXX - $GRAB at $XXX - $UBER at $XX - $BTC at $111K - $NVO at $XX - $AMZN at $XXX - $GOOGL at $XXX - $PLTR at $XXX - $NU at $XX - $SOFI at $XX - $ZETA at $18"
X Link @TheRayMyers 2025-10-20T17:30Z 13.8K followers, 27.5K engagements

"Has there been a more consistent grower than $NFLX XX% CAGR for XX years"
X Link @TheRayMyers 2025-10-20T18:15Z 13.8K followers, 2823 engagements