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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 #3134 technology brands XXXX% finance XXXX% cryptocurrencies #3612 automotive brands XXXX% countries XXXX% fashion brands #3189 exchanges XXXX% celebrities XXXX% currencies XXXX%

Social topic influence $nbis #9, $grab #3, $nu #2, $zeta #5, $oscr #6, $nvo #5, $amd #51, $dlo #4, $amzn #17, $sofi #9

Top accounts mentioned or mentioned by @realroseceline @joinyellowbrick @dutchinvestors @wolfofharcourt @sergeycyw @grok @kaladindz @stefano__t @meeijer @nifohuts @carmo_analyse @bedroomboogie @jonahlupton @stockstormx @gabgrowth @wealthyreadings @regulatedlegacy @gravitywellfund @sofigoodboy @adde0123

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

Top Social Posts #

Top posts by engagements in the last XX hours

"8/ $OSCR Revenues $910M ➡ $10.5B 10x in X years"
X Link @TheRayMyers 2025-10-10T18:30Z 13.3K followers, 3632 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 13.3K followers, XXX engagements

"5/ $IREN Forward Revenues $8M ➡ $2.5B 311x in X years UNBELIEVABLE"
X Link @TheRayMyers 2025-10-10T18:30Z 13.3K followers, 5141 engagements

"6/ GLP1 TAM The total global GLP1 market is projected to experience strong growth in the next decade as these medicines are extremely effective and safe. Analysts at Fortune Business Insights forecast that the GLP1 market will grow with a XXXX% CAGR till 2032. Reaching $187B"
X Link @TheRayMyers 2025-10-05T17:30Z 13.3K followers, 6239 engagements

"@NeuralCadence I still need to research $RBRK but so far looks promising. Regarding $FTNT it is a legacy player and I don't like those"
X Link @TheRayMyers 2025-10-04T01:56Z 13.3K followers, XXX engagements

"5/ LVMH Under the steadfast vision of Bernard Arnault $MC became the architect of global luxury. Arnaults founder-led philosophy anchors every maison in heritage and craftsmanship while relentlessly pushing toward innovation and reinvention. This dual commitment has allowed LVMH to build enduring symbols of excellence and cultural relevance. LVMH elevates its maisons through data-informed client insights immersive retail experiences and carefully scaled digital craftsmanship always without sacrificing the rarity and desirability that define true luxury. By combining unparalleled global reach"
X Link @TheRayMyers 2025-10-12T17:34Z 13.1K followers, XXX engagements

"📊 Zeta One Pager $ZETA +4% YTD 🟢 AI marketing and advertising technology company Tomorrow is Zeta's investor day and the CEO teased a major announcement - Strong unit economics - FCF Positive - XX% Jump in $1M Customers - XXX% 2027 EPS Increase - Reasonable Valuation"
X Link @TheRayMyers 2025-10-07T18:00Z 13.2K followers, 13.6K 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 13.4K followers, 11.2K 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 13.4K followers, 6343 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 13.3K followers, 3702 engagements

"$RGTI is up 5514% in the past year +162% in the past month $14B Market Cap Reminder that this is a quantum computing stock with no real business only hopium and fairy dust. Absolute insanity"
X Link @TheRayMyers 2025-10-09T18:40Z 13.3K followers, 7434 engagements

"5/ Adyen $ADYEN global payments platform powers seamless commerce Digital payments are growing rapidly with trillions of dollars moving online and across borders every year. Adyens single platform helps businesses unify payments across channels online in-app in-store and on various platforms unlocking efficiency and scale. This global shift means businesses need reliable financial infrastructure and Adyen is perfectly positioned to capture this demand"
X Link @TheRayMyers 2025-09-01T18:16Z 13.4K followers, XXX 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 13.4K followers, 2928 engagements

"3/ ASML $ASML is revolutionizing the world by enabling $NVDA $AMD $TSM $INTC and others to produce the worlds most advanced computer chips. Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs slower innovation cycles and diminishing returns from older chip-making methods. With $ASML the process is radically different its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and physics to "print" circuitry at the nanometer scale enabling faster more energy-efficient and more powerful chips."
X Link @TheRayMyers 2025-10-04T17:01Z 13.3K followers, 12.7K 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 13.4K followers, 162.8K 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 13.4K followers, XXX engagements

"14/ Zeta David Steinberg's $ZETA is a SaaS that helps enterprises turn data into actionable insights. Under his leadership Zeta has grown into an AI-powered marketing and advertising juggernaut. By unifying identity intent and engagement signals across hundreds of millions of consumers Zeta 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"
X Link @TheRayMyers 2025-10-12T17:36Z 13.3K followers, 1205 engagements

"@AlohaIEA The valuation is insane"
X Link @TheRayMyers 2025-10-15T00:24Z 13.4K followers, XXX 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 13.4K followers, 82.5K 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 13.4K followers, 3847 engagements

"BREAKING $AMZN is disrupting $MELI ohh wait they are not"
X Link @TheRayMyers 2025-10-03T18:00Z 13.3K followers, 28K engagements

"4/ Shopify $SHOP guided by Tobi Ltke has become the backbone of global e-commerce by powering millions of small businesses with the infrastructure once reserved for giants. Ltkes founder-driven philosophy is clear build tools that give creators merchants and brands full control over their destiny in an internet dominated by platforms. Originally a simple e-commerce toolkit Shopify has evolved into a full-stack commerce platform including payments logistics storefronts and now AI-powered selling. While other platforms capture attention Shopify captures purchase intent owning the rails where"
X Link @TheRayMyers 2025-10-12T17:34Z 13.3K followers, XXX 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 13.4K followers, 13.4K 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 13.4K followers, 3922 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 13.4K followers, 9273 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 13.4K followers, 61K engagements

"12/ AppLovin $APP is changing the mobile app ecosystem by using AI models and analytics to turbocharge ROI on ad spend. App developers struggle with fragmented ad networks manual targeting and inefficient monetization tools. Growing an app is slow costly and unpredictable. With $APP the process is radically smarter. Its proprietary AI engine analyzes billions of data points from over 1.6B users in real time matching the right users with the right apps. The platform dynamically optimizes ad spend ad formats and targeting strategies driving efficiency and impact at scale. The result is a"
X Link @TheRayMyers 2025-10-04T17:02Z 13.4K followers, 10.3K 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 13.4K followers, 4394 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 13.4K followers, 3387 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 13.4K followers, 139.9K 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 13.4K followers, 3682 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 13.3K followers, 2655 engagements

"If I had $1M here is how I would invest it so I never have to work again $NU $200K $DLO $125K $SOFI $125K $GRAB $125K $OSCR $125K $GOOGL $100K $AMZN $100K $META $100K Here is why 🧵👇"
X Link @TheRayMyers 2025-08-25T17:00Z 13.4K followers, 328.4K engagements

"2/ $DLO Operating leverage in action 📈 Revenues: +1462% 📉 Opex: +777%"
X Link @TheRayMyers 2025-10-10T18:30Z 13.4K followers, 5175 engagements

"11/ Meta $META with its 3.5B Daily Active Users controls the attention of the world and AI will only increase this stronghold. Before AI social networks relied on manual sharing and simple algorithms to surface posts and ads. Now AI powers Reels and feeds with personalized recommendations enhances ad targeting for unmatched ROI and drives large-scale language and vision models like Llama that are open-sourced to accelerate global innovation. By combining their gigantic user scale with frontier AI research Meta is building the infrastructure for the next era of digital interaction commerce and"
X Link @TheRayMyers 2025-10-04T17:02Z 13.3K followers, 9782 engagements

"Warren Buffett turned $10K into $148B. During his illustrious investing career he said many famous investing wisdoms. Here are my 🔟 favourites. 1/ Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. X. The most important rule in investing is to protect your money and you should always remember that"
X Link @TheRayMyers 2025-10-05T17:00Z 13.3K followers, 2243 engagements

"@chrishdkc I like Iberdola in Spain and Orsted in Denmark haven't looked at US energy companies that much"
X Link @TheRayMyers 2025-10-11T01:25Z 13.1K followers, XXX 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 13.4K followers, 4202 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 13.4K followers, 2926 engagements

"5/ Next Gen GLP1 The next wave of $NBO pipeline Amycretin a dual GLP-1/Amylin agonist demonstrated potentially best-in-class weight loss efficacy. Up to XXXX% at XX weeks in early trials. This positions NVO to leapfrog current competitive therapies and maintain premium pricing power in the high-potency injectable segment well into the next decade"
X Link @TheRayMyers 2025-10-05T17:30Z 13.3K followers, 4723 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 13.4K followers, 2712 engagements

"@GGreg493 I believe Drake will become the King of Canada by end of November"
X Link @TheRayMyers 2025-10-15T02:29Z 13.3K followers, XX 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 13.4K followers, 5130 engagements

"8/ Oscar Health $100K $OSCR is a health insurance company that's using technology data and a user-centric approach to improve how people get and experience healthcare. The health insurance industry is often fragmented confusing expensive and frustrating for patients. Traditional insurers have had a hard time using data and modern technology to simplify the process and lower costs. However Oscar gives its members a smooth digital-first experience. This includes everything from personalized health advice and simple appointment scheduling to around-the-clock telemedicine. Its platform brings"
X Link @TheRayMyers 2025-10-09T17:33Z 13.4K followers, 4428 engagements

"@hamsarris6 @grok Corewave is drowning in debt and using shady accounting. Using ADJ EBITDA to assess the profitability of a business that is dependent on SBC Interest and Depreciation is shady as it gets. And they depreciate GPUs over X years which is moronic"
X Link @TheRayMyers 2025-10-15T00:21Z 13.4K followers, XXX engagements

"Which of these names outperform the market in XX years 🔹 $HIMS 🔹 $IREN 🔹 $NBIS 🔹 $CRWV 🔹 $BABA 🔹 $OSCR 🔹 $DLO 🔹 $DAVE 🔹 $AMD 🔹 $TMDX 🔹 $PLTR 🔹 $TSLA 🔹 $NVO 🔹 $SOFI 🔹 $GRAB 🔹 $NU"
X Link @TheRayMyers 2025-10-04T18:10Z 13.3K followers, 14.7K 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 13.3K 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 13.4K followers, 90.5K 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 13.4K followers, 8167 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 13.3K followers, 1347 engagements

"18/ Mercado Libre $SE Latin American cousin is poised to benefit from similar trends. Through its ecosystem of - E-commerce - Logistics - Payments - Lending $MELI delivers a superior experience. Its marketplace connects millions of buyers and sellers while Mercado Pago enables seamless digital transactions and financial inclusion. Meanwhile Mercado Envios optimizes last-mile delivery with data-driven logistics reducing costs and improving speed. For customers in Brazil Mexico and Argentina this means greater access affordability and convenience. For sellers it unlocks growth opportunities and"
X Link @TheRayMyers 2025-10-04T17:02Z 13.4K followers, 8962 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 13.4K followers, 1815 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 13.4K followers, XXX 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 13.3K followers, 10.9K engagements

"2/ Explosive User Growth 3M ➡ 123M $NU 40x users in X years"
X Link @TheRayMyers 2025-10-12T17:00Z 13.3K followers, XXX engagements

"9/ Competition from Compounding Pharmacies $NVO made a huge mistake by underestimating the demand and the CEO lost his job for it. The FDA declared a drug shortage which under US law enabled compounding pharmacies to create copies of Novo's GLP1 drugs. (Most famously $HIMS) Now the shortage is over and Novo is suing hundreds of companies and has already won some cases"
X Link @TheRayMyers 2025-10-05T17:30Z 13.3K followers, 3950 engagements

"Sea Limited One Pager $SE +9% First Reaction 🟢 Revenue $5.3B +38.2% 🟢 HUGE BEAT (Est $4.96B) ADJ EBITDA $829M +84.6% 🟢 Net Income $414M +418% 🟢 BEAT ($405M) E-com Revenue +33.7% 🟢 Fintech Revenue +70% 🟢 GMV +28.2% 🟢 Gaming Paying Users +17.8% 🟢"
X Link @TheRayMyers 2025-08-12T11:40Z 13.4K followers, 12.2K 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 13.4K followers, 90.2K 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 13.3K followers, 12.4K engagements

"@kizzyfba 1) Lots of debt and shady accounting. 2) I believe it is getting disrupted by AI there are hundreds of thousands of people paying $100+ p/m to use adobe. As I gets good enough a large share of them will cancel"
X Link @TheRayMyers 2025-10-15T00:23Z 13.4K followers, XXX 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 13.4K followers, 124.7K 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 13.4K followers, 3597 engagements

"9/ $NVO Obesity Revenues $67M ➡ $12.3B 183x in XX years"
X Link @TheRayMyers 2025-10-10T18:30Z 13.4K followers, 4231 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 13.4K followers, 17K 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 13.4K followers, 21.4K 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 13.4K followers, XXX 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 13.3K followers, 4141 engagements

"@AlohaIEA He might be the best but no club would pay him $1B a year salary even at his peak in 2012"
X Link @TheRayMyers 2025-10-15T00:32Z 13.3K followers, XXX engagements

"You forget that to get cash you need to exchange EUR to IDR which costs about X% anyway and an ATM is probably the same. So tourists don't save anything by paying in cash and dealing with IDR is a pain in the ass you have a full wallet after exchanging just EUR XXX. Easier just to pay with a card. And also not all places charge 2-3% fee"
X Link @TheRayMyers 2025-10-15T07:27Z 13.3K followers, XX 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 13.4K followers, 2931 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 13.4K followers, 4227 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 13.4K followers, 5629 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 13.4K followers, 85.1K 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 13.3K followers, 51.7K 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 13.3K followers, 6796 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 13.4K followers, 9426 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 13.3K followers, 5429 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 13.2K followers, XXX 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 13.4K followers, 140.1K engagements

"13/ Novo Nordisk $NVO is beaten up but it sells one of the most successful drugs in history and the TAM is only getting larger. The company has developed cutting-edge GLP-1 therapies like Ozempic and Wegovy that not only improve blood sugar control but also deliver groundbreaking results in weight loss. These medicines leverage decades of research in endocrinology combined with ongoing investment in biologics and AI-driven R&D to expand the pipeline. The result is a healthcare revolution. patients are living healthier longer and more confident lives while healthcare systems benefit from"
X Link @TheRayMyers 2025-10-04T17:02Z 13.1K followers, 10.3K engagements

"The $EA $55B deal is stupid and will fail 📉 🔴 It clearly shows that Private Equity firms are getting desperate with each new deal being worse than the last. EA is possibly the most hated video game company and its revenues are already maximized there is no easy "consumer surplus" that PE can take back by increasing prices. Video games are already expensive whilst customer service and experience are at dog shit levels. The classic PE playbook of rising prices and cutting costs to increase profits won't work here because EA doesn't have captive customers like plumbing and dental roll-ups. My"
X Link @TheRayMyers 2025-09-30T17:00Z 13.3K followers, 2445 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 13.3K followers, XXX 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 13.4K followers, 65.6K 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 13.3K followers, 4195 engagements

"Founder-led companies outperform the market because through their stock ownership they are incredibly incentivised to grow the business. 📈 Here are XX Excellent Founder-led companies. 1/ Meta $META led by founder Mark Zuckerberg operates with a uniquely founder-driven vision that continues to shape the future of technology. With 3.5B DAUs he controls a vast share of global attention. Before AI social networks relied on manual sharing and simple algorithms to surface posts and ads. Now AI powers Reels and feeds with personalized recommendations enhancing ad targeting for unmatched ROI. By"
X Link @TheRayMyers 2025-10-12T17:34Z 13.3K followers, 6520 engagements

"9/ Robinhood $HOOD Vlad Tenev set out to fundamentally reshape the financial industry by making investing accessible to everyone. Observing the barriers that everyday people faced like high fees and unnecessary complexity he envisioned a world where anyone with a smartphone could participate in the markets easily and cheaply. Driven by this mission of democratizing finance for all Tenev built Robinhood as a simple commission-free platform that removes barriers and empowers individuals to invest in their financial future. Under his leadership Robinhood became a catalyst for a new generation of"
X Link @TheRayMyers 2025-10-12T17:35Z 13.3K followers, XXX engagements

"4/ Oscar Health $OSCR is remaking the future of healthcare by combining technology data and member-first design to transform how people access and experience care. Health insurance is a fragmented system that's difficult to navigate costly to manage and frustrating for patients. Legacy players are struggling to leverage data or modern platforms to simplify care journeys and reduce costs. With $OSCR members gain a seamless digital-first experience from personalized health guidance to easy appointment scheduling and 24/7 telemedicine. Their platform integrates claims clinical data and"
X Link @TheRayMyers 2025-10-04T17:01Z 13.3K followers, 12.2K engagements

"5/ Dlocal $DLO is building the backbone of global payments in emerging markets. Businesses face significant barriers to expanding outside developed markets. Fragmented systems regulatory hurdles and the lack of reliable local payment infrastructure. Traditional providers aren't designed to handle the diversity of currencies regulations and consumer preferences across Latin America Africa and Asia. $DLO changes that. With a single integration merchants gain access to 40+ countries and 900+ local payment methods. The platform simplifies compliance accelerates settlement and enables global"
X Link @TheRayMyers 2025-10-04T17:01Z 13.3K followers, 13.1K 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 13.3K followers, 3728 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 13.4K followers, 9236 engagements

"15/ TransMedics Dr. Waleed H. Hassanein is a walking personification of the American Dream. He moved from Egypt to study medicine in the US becoming a cardiac surgeon giving him the necessary experience to found $TMDX. TransMedics is revolutionizing organ transplantation with the Organ Care System a breakthrough platform that keeps hearts lungs and livers warm perfused and beating during transport. TransMedics transformed organ transplantation from a race against time into a monitored optimized medical process. Dr. Hassanein believes that science and technology can dramatically expand the"
X Link @TheRayMyers 2025-10-12T17:36Z 13.4K followers, 2241 engagements

"$MC Luxury is not cyclical they said Will LVMH recover from this slump"
X Link @TheRayMyers 2025-10-04T16:23Z 13.3K followers, 1480 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 13.4K followers, 10.4K engagements

"$MELI JP Morgan with a Neutral and lowers the price target $2700 ➡ $2600 These analysts only follow the stock price nothing else. If $MELI goes up XX% tomorrow the same analyst will increase the price target"
X Link @TheRayMyers 2025-10-03T15:09Z 13.3K followers, 9005 engagements

"10/ Trump's attacks on Pharma A massive 1.4M square foot production expansion in North Carolina is expected to be finalized between 2027 and 2029. The new plant will create more than 1000 jobs in the US and help the company secure local supply for Wegovy and Ozempic. This will help in case of tariffs"
X Link @TheRayMyers 2025-10-05T17:30Z 13.3K followers, 3590 engagements

"@GGreg493 Open is a meme stock not a real business"
X Link @TheRayMyers 2025-10-15T01:26Z 13.4K followers, XXX engagements

"@Dr_Martin123 XXX% EPS growth and 2X multiple would 4x the stock. P/E of XX is not out of the question if earnings indeed double even P/E of XX. Not sure if it will take X years as it did for Meta but you get the point"
X Link @TheRayMyers 2025-10-06T11:43Z 13.3K followers, 1124 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 13.3K followers, XXX engagements

"9/ Amazon $75K $AMZN has built a powerful and highly diversified business empire that extends across multiple industries. A global marketplace that uses data and logistical innovations to provide fast personalized shopping experiences. AWS is the backbone of the internet powering a vast number of services and now enhanced with AI and machine learning tools to accelerate innovation. Investments in its Prime membership logistics automation and smart devices like Alexa strengthen customer loyalty and engagement. Whilst a suite of services such as Prime Video groceries and increasingly"
X Link @TheRayMyers 2025-10-09T17:33Z 13.4K followers, 2224 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 13.4K followers, 70.7K 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 13.1K followers, 1004 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 13.4K followers, XXX 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 13.3K followers, 33.8K 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 13.3K followers, 14.2K 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 13.4K followers, 2441 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 13.3K followers, 2340 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 13.3K followers, 2783 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 13.3K followers, 6149 engagements

"@bjmtweets You aren't worried about $CRWV shady accounting and insane amount of debt"
X Link @TheRayMyers 2025-10-06T00:04Z 13.3K followers, 7108 engagements

"2/ Tesla $TSLA under Elon Musk has unveiled one of its most audacious goals yet delivering X million Optimus humanoid robots by 2035. For decades industrial robots were limited to rigid repetitive tasks in structured factory settings. Progress toward general-purpose robots slowed down due to hardware constraints high costs and the lack of scalable AI integration. Optimus is designed to operate in dynamic real-world environments learn from experience and safely collaborate with humans. Powered by Teslas breakthroughs in AI real-time vision actuators and energy-efficient hardware these bots aim"
X Link @TheRayMyers 2025-10-12T17:34Z 13.2K followers, XXX 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 13.2K followers, 2199 engagements

"@PalantirHotline P/S of XXX is insane. It is XXX% a bubble"
X Link @TheRayMyers 2025-10-05T01:03Z 13.3K followers, 1840 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 13.4K followers, 15.8K 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 13.4K followers, 11.8K 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 13.4K followers, 62.2K 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 13.4K followers, 1632 engagements

"6/ $MELI Gross Merchandise Volume $5.7B ➡ $56B"
X Link @TheRayMyers 2025-10-10T18:30Z 13.4K followers, 4320 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 13.4K followers, 61.1K 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 13.4K followers, XXX engagements

"11/ Valuation After all this trouble $NVO trades for a P/E of XX. A very attractive valuation for a company with a strong portfolio and pipeline of highly successful GLP1 obesity treatments. As the GLP1 TAM reaches $200B in the next decade $NVO is uniquely positioned to get a meaningful slice"
X Link @TheRayMyers 2025-10-05T17:30Z 13.3K followers, 5112 engagements

"@bedroomboogie You are not worried about the ACA credits expiring or the mess from Trump's Big bill"
X Link @TheRayMyers 2025-10-15T00:31Z 13.4K followers, 5394 engagements

"$ZETA is attractive down XX% since a BS short report. Wednesday is the Investor Day and the CEO teased something major. - $1M ARR customers are scaling fast - New LLM rating tool for clients - Smart small bolt-on acquisitions - Inflecting Profitability - Reasonable valuation"
X Link @TheRayMyers 2025-10-06T16:25Z 13.4K followers, 6074 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 13.4K followers, 5391 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 13.4K followers, 3498 engagements

"10/ $ADYEN Payment Volumes 32B ➡ 1.3T 40x in XX years"
X Link @TheRayMyers 2025-10-10T18:30Z 13.4K followers, 4552 engagements

"3/ Nvidia $NVDA driven by Jensen Huangs visionary leadership is enabling the future of computing by powering the AI revolution. Originally built for gaming and visual rendering GPUs were never intended to handle the massive parallel computation required for large-scale AI training. Nvidia changed that. By combining its powerful GPUs with the CUDA software ecosystem and AI-focused hardware like the H200 Nvidia made training and inference exponentially faster and more efficient. This founder-led obsession with accelerating computing has turned Nvidia into the default platform for AI research"
X Link @TheRayMyers 2025-10-12T17:34Z 13.3K 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 13.4K followers, 1614 engagements

"How would you change this portfolio"
X Link @TheRayMyers 2025-10-09T17:34Z 13.4K followers, 2364 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 13.1K followers, 1397 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 13.4K followers, 2709 engagements

"2/ Grab $GRAB is THE only Super App in Southeast Asia dominating ride-hailing food delivery and fintech. Grab is quickly weaving AI digital payments and advanced logistics into its platform fueling significant growth. The opportunities ahead are vast with Southeast Asia experiencing rapid urban growth rising internet access and accelerating adoption of digital services. But most importantly incredible economic growth will add 200M people to the middle class. Grab is uniquely positioned to solidify its role as a cornerstone APP for all in Southeast Asia for decades"
X Link @TheRayMyers 2025-10-04T17:00Z 13.1K followers, 13.8K 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 13.4K followers, 9725 engagements

"What did I miss"
X Link @TheRayMyers 2025-10-10T18:30Z 13.3K followers, 3954 engagements

"@pizza___party Crazy debt and shady accounting"
X Link @TheRayMyers 2025-10-15T00:19Z 13.4K followers, XXX 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 13.4K followers, 9160 engagements

"10/ NU $NU is the Brazilian fintech that is bringing modern financial services to unbanked populations in Latin America. Their technology-driven low-cost model enables fast growth and huge profits. 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"
X Link @TheRayMyers 2025-10-04T17:01Z 13.3K followers, 10.9K 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 13.4K followers, 1758 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 13.4K followers, 3179 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 13.3K followers, 3080 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 13.4K followers, XXX 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 13.4K followers, 342.5K 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 13.4K followers, 13.7K engagements