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@danielisdizzy Avatar @danielisdizzy Daniel

No information is available about Daniel. The posts and tweets appear to be about stocks and investments, with users discussing and sharing their opinions on various companies such as $hims, $amd, $nvda, $amzn, and $googl. These companies seem to be involved in AI, healthcare, and technology, with some users expressing bullish sentiments about their potential for growth.

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Social Influence #

Social category influence stocks #1650 technology brands XXXXX% finance #2028 cryptocurrencies XXXX% celebrities XXXX% automotive brands XXXX%

Social topic influence hims #3, $hims #2, $nbis #3, $amd #57, $lmnd #19, hood #189, $hood #41, amzn #445, $amzn #33, googl #54

Top accounts mentioned or mentioned by @alc2022 @ashton1nvests @hypertechinvest @dividenddudex @endicottinvests @himshouse @amitisinvesting @techinvestor20 @meeijer @thelonginvest @therealzarie @007ofwallst @stockmktnewz @thexcapitalist @yodastockinvest @tleroy5 @mountainman1723 @zarieinvests @goodcitizen2021 @x_tripathy

Top assets mentioned Hims & Hers Health, Inc. (HIMS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Advanced Micro Devices (AMD) Lemonade, Inc. (LMND) Robinhood Markets, Inc. (HOOD) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Oscar Health, Inc. (OSCR) NVIDIA Corp. (NVDA) Iris Energy Limited Ordinary Shares (IREN) Apple, Inc. (AAPL) Rocket Lab USA, Inc. Common Stock (RKLB) Palantir (PLTR) Metadium (META) Netflix Inc (NFLX) Novo-Nordisk (NVO) Duolingo, Inc. Class A Common Stock (DUOL) Costco Hot Dog (COST) Spotify Technology (SPOT) Goldman Sachs (GS) Grab Holdings Limited Class A Ordinary Shares (GRAB) UnitedHealth Group (UNH) Airbnb Inc (ABNB) Snap, Inc. (SNAP) Uber Technologies, Inc. (UBER) Celsius Holdings, Inc. Common Stock (CELH) Costco Wholesale Corporation (COST) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

"These stocks are true gifts: $GOOGL at $XXX $AMZN at $XXX $AMD at $XXX $HIMS at $XX $LMND at $XX $NBIS at $44"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-13 16:31:52 UTC 7835 followers, 23.8K engagements

"Robinhood $HOOD is building a subscription-based model inspired by $AMZN and $COST and its working. Robinhood gold just hit XXX million members up XX% year-over-year. Subscriptions increase loyalty users tend to check the platform they pay for first. $HOOD is getting expensive but trimming winners is one of the biggest mistakes especially with companies this exceptional. Im not selling a single share"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 17:45:32 UTC 7852 followers, 2708 engagements

"@HyperTechInvest $HIMS $NBIS $LMND Ill let you choose"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 12:27:55 UTC 7851 followers, 1036 engagements

"Some bullish news for $NBIS over the past two months: Jeff Bezos invested $72M in Toloka a Nebius subsidiary Goldman Sachs initiated coverage with a Buy rating and a $XX price target Nebius reaffirmed its target of $750M$1B ARR by end of 2025 with expected positive EBITDA Selected to build Israels national AI supercomputer Elevated to Reference Platform $NVDA Cloud Partner with priority access to H100 H200 and upcoming Blackwell GPUs On track to reach X GW or more of capacity by 2026 translating to at least $10B in annual revenue I started a position"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 12:27:16 UTC 7852 followers, 18.8K engagements

"Even though the market has hit new highs there are still incredible opportunities out there: $HIMS $AMD $LMND $NBIS $AMZN $GOOGL These are just a few examples"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-12 17:01:53 UTC 7581 followers, 4394 engagements

"@TheTechInvest Everyone hated $AMD after the +100% in recent months everyone loves it. People look at the price not the business. The same will happen with $OSCR"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 20:53:08 UTC 7853 followers, XXX engagements

"3. $LMND scales like a tech company. In XXX years: 📈 In-force premium: $600M $1B+ 📉 Operating costs: Flat This is what an efficient AI engine looks like. Costs stay flat. Revenue compounds"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-15 12:42:12 UTC 7528 followers, XXX engagements

"@HyperTechInvest Did you open a position in $GRAB"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 17:30:15 UTC 7852 followers, XXX engagements

"@himshouse Next year with the World Cup it will become truly international 🌎 $HIMS"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 18:19:46 UTC 7845 followers, XXX engagements

"5. $AMD isnt just a chipmaker its building the full AI compute stack: CPUs (EPYC Ryzen) GPUs (MI300 MI355X MI400) FPGAs (via Xilinx) DPUs (via Pensando) Full systems (ZT Systems) AI software (ROCm)"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-11 12:43:06 UTC 7460 followers, XXX engagements

"2. Explosive Growth In Q1 2025 $NBIS hit a $310M revenue run-rate up over XXX% YoY. Theyre guiding for: $500M$700M total revenue in 2025 $750M$1B ARR by year-end Demand is accelerating. Fast"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:42:08 UTC 7851 followers, 6995 engagements

"6. Xilinx changed the game for $AMD. FPGAs let it tackle use cases GPUs cant like real-time AI embedded systems and edge computing. Its not just about power its about adaptability"
@danielisdizzy Avatar @danielisdizzy on X 2025-06-28 12:19:37 UTC 7445 followers, XXX engagements

"@thexcapitalist So many great opportunities even though were at an all-time high. $HIMS $LMND $NBIS"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:45:11 UTC 7853 followers, XXX engagements

"10. With a current valuation of $240B $AMD still has plenty of room to run. Backed by AI tailwinds a full-stack approach and proven execution its not hard to see a multi-trillion dollar future"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-11 12:43:09 UTC 7851 followers, XXX engagements

"@YodaStockInvest Maybe $HIMS but I dont consider it risky at all"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 17:28:34 UTC 7852 followers, XXX engagements

"Over the last XXX years $LMND has lost XX% of its value while its in-force premium has skyrocketed by 373%. The business keeps improving and is nearing profitability its never been this solid yet sentiment keeps deteriorating. Thats why this is an asymmetric bet. All the market pessimism is already priced in"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 12:49:02 UTC 7851 followers, 5548 engagements

"6. Xilinx gave $AMD a unique edge. Its FPGAs allow AMD to reach areas GPUs cant: edge AI embedded and real-time systems. This is more than just raw power its adaptability"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-11 12:43:06 UTC 7751 followers, XXX engagements

"5/ $HIMS platform is getting smarter fast. XX% of users now receive custom dosages. Thats up XXX% YoY. This level of personalization creates retention thats almost impossible to replicate"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:56 UTC 7853 followers, XXX engagements

"@HyperTechInvest A price target of $XXX is the bare minimum for $AMD"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 17:54:26 UTC 7836 followers, XXX engagements

"3. Clear Path to $10B+ Revenue $NBIS goal: X GW of cloud capacity by 2026. That could translate into: $10B in annual revenue XX% EBIT margins = $2.5B EBIT $1.6B net income (assuming XX% EBIT-to-net) At 30x earnings: $50B+ valuation Thats a conservative 5x from today"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:42:09 UTC 7852 followers, 7139 engagements

"@alc2022 Closing at a loss must not have been easy even though $HIMS is exceptional. Youve calloused your mind by now 🙌"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 12:37:23 UTC 7851 followers, XXX engagements

"@therealzarie Yeah I see it as proof that $HIMS is really changing the game"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 17:39:15 UTC 7852 followers, XX engagements

"10/ $HIMS expects $6.5B in revenue by 2030. At current multiples that points to a $42B valuation 4x from here. And if Wall Street starts treating it like a tech-enabled platform The upside could be far greater"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:59 UTC 7853 followers, 1217 engagements

"@HyperTechInvest It seems to me that many people buy $RKLB just because they cant get SpaceX"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 20:50:18 UTC 7853 followers, XXX engagements

"In the past XXX years $LMND stock has dropped XX% while its in-force premium has surged 373%. It feels like a replay of $HOOD and $PLTR a couple of years ago the business keeps improving yet the stock gets crushed. Itll take time but I believe $LMND will eventually fly like $HOOD and $PLTR did"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-05 12:13:57 UTC 7468 followers, 13.8K engagements

"🚨 LEMONADE $LMND WILL REPORT Q2 2025 EARNINGS ON TUESDAY AUGUST X BEFORE MARKET OPEN"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:50:34 UTC 7852 followers, 2889 engagements

"One of the many advantages of $NBIS over other Neoclouds is its ability to fund future growth in its AI cloud platform by leveraging non-core assets without dilution. The company controls or holds major stakes in several high-potential businesses: ClickHouse a blazing-fast analytics database currently valued around $6B and $NBIS owns XX% of it. Toloka a rising AI data platform recently backed by Jeff Bezos and Shopifys CTO. Avride one of the top autonomous driving teams globally now working with Uber Hyundai Grubhub and Rakuten. TripleTen a fast-growing edtech platform helping people upskill"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-13 12:46:47 UTC 7808 followers, 3137 engagements

"This is my portfolio: $META $AMD $AMZN $HIMS $GOOGL $HOOD $LMND $NBIS"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-16 20:05:11 UTC 7852 followers, 11.6K engagements

"5. Full-Stack Vertically Integrated Unlike most neo-clouds $NBIS controls everything from the chips to the software layer. This gives them: Faster iteration cycles Better cost structure Superior performance High defensibility You cant just copy/paste what theyre building"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:42:10 UTC 7853 followers, 5371 engagements

"5 stocks Im buying heavily right now: - $HIMS - $AMD - $NBIS - $LMND - $AMZN"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-10 15:55:39 UTC 7532 followers, 52.3K engagements

"@amitisinvesting Im buying more $LMND $HIMS and $NBIS"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 17:44:42 UTC 7499 followers, XXX engagements

"3/ The Zava acquisition added 1.3M users overnight and kicked off serious international expansion. This is no longer a US-only play. $HIMS is starting to scale globally and theyre laying the groundwork quietly"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:55 UTC 7853 followers, XXX engagements

"@amitisinvesting $HOOD will reach a $500B market cap one day 🚀"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-14 20:23:04 UTC 7668 followers, 1010 engagements

"If you had to go all-in on just one of these which would you pick 👇 $HIMS $NBIS $IREN $OSCR $HOOD $UNH"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 17:24:06 UTC 7853 followers, 15.5K engagements

"$NBIS is on track to become the next $100B cloud giant. Its $NVDA-backed founder-led and vertically integrated purpose-built for the AI era. At todays $12B valuation this is a 10x opportunity. Heres the full breakdown 🧵👇"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:42:07 UTC 7853 followers, 203.9K engagements

"$HIMS is down XX% from its all-time high. But I still believe its the most asymmetric opportunity in the public markets. Heres why I think $HIMS could be a 10x play: 🧵"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-06 12:55:21 UTC 7852 followers, 122.6K engagements

"Who will hit $XXX first $HIMS or $NBIS 👇"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-15 12:54:07 UTC 7841 followers, 33.2K engagements

"@Herpiflo True it seems low-risk and cheap to me $HIMS"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 20:54:26 UTC 7853 followers, XXX engagements

"@YodaStockInvest Still buying $AMD and $HIMS 🚀"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 20:08:29 UTC 7852 followers, XXX engagements

"@joecarlsonshow The real question is: why didnt you ask Gemini $GOOGL 👀"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 20:45:45 UTC 7853 followers, XXX engagements

"$ABNB wasnt loved by hotels. $SPOT wasnt loved by the music majors. $AMZN wasnt loved by traditional retailers. $NFLX wasnt loved by Hollywood. $HIMS ISNT LOVED BY BIG PHARMA. Disruption doesnt come with applause from the incumbents"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:51:50 UTC 7853 followers, 2072 engagements

"It took me years to understand this but now Im sure: a portfolio of a few exceptional companies beats one with XX good ones. The more you know the less you diversify"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-16 18:31:06 UTC 7851 followers, 3822 engagements

"@alc2022 Every time I read the user numbers for $SNAP Im puzzled. I dont know anyone who uses it"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-12 17:03:24 UTC 7514 followers, 5480 engagements

"@vulturetrades I agree. All the negativity seen in the comments makes me think were at the bottom $OSCR"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 20:10:21 UTC 7824 followers, XXX engagements

"My 3-year price targets: $NBIS: $XXX $HIMS: $XXX $AMZN: $XXX $AMD: $XXX $LMND: $XXX $HOOD: $250"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 17:44:07 UTC 7852 followers, 4210 engagements

"@TheTechInvest So does $HIMS have more potential than $OSCR I love it"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 17:27:09 UTC 7853 followers, 3343 engagements

"4. $AMD already achieved what seemed impossible disrupting Intels CPU dominance. It now holds XX% of the server CPU market. Next up Taking on $NVDA"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-11 12:43:05 UTC 7460 followers, XXX engagements

"4. Strategic Partnership with NVIDIA $NBIS is: ✅ In the $NVDA Cloud Partner Program ✅ One of the few GPU-native clouds NVIDIA has directly invested in This means: Early access to next-gen GPUs Native alignment with NVIDIAs roadmap Long-term strategic synergy with the AI hardware leader"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:42:09 UTC 7852 followers, 5516 engagements

"@DividendDude_X @EconomyApp I think I am one of the drivers of this increase $GOOGL"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 12:54:44 UTC 7428 followers, XXX engagements

"6. Funding Growth Without Dilution $NBIS owns or controls several non-core high-upside assets giving it unique financial flexibility: ClickHouse XX% stake in a $6B analytics database company Toloka AI data platform backed by Bezos & Shopifys CTO Avride autonomous driving team working with Uber Hyundai Grubhub TripleTen fast-growing tech education platform TractoAI serverless AI cloud priced by workload These assets = strategic leverage"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:42:11 UTC 7852 followers, 4678 engagements

"@alc2022 $LMND has the greatest potential. It can really do a 100x from here"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-16 18:34:52 UTC 7543 followers, 2083 engagements

"1. In just XXX years $AMD data center revenue surged nearly X from $0.8B in Q2 2022 to $3.9B in Q4 2024. And this is likely just the beginning"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-11 12:43:02 UTC 7625 followers, XXX engagements

"@himshouse Id be very surprised if it stays below $XXX $HIMS"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:46:51 UTC 7853 followers, XXX engagements

"4/ $HIMS has built a powerful AI flywheel: More subs more data smarter care better outcomes more subs. Think $SPOT or $NFLX in their early days. Same loop. Same potential"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:55 UTC 7853 followers, XXX engagements

"4. Remember: $AMD already disrupted Intel in CPUs grabbing XX% of the server CPU space. Now its taking aim directly at $NVDA in the AI race"
@danielisdizzy Avatar @danielisdizzy on X 2025-06-28 12:19:36 UTC 7446 followers, XXX engagements

"@HonariMm57292 Why do you believe $IREN can grow that much Just because its current market cap is lower"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 12:48:23 UTC 7852 followers, 1710 engagements

"Mark Zuckerberg on $META vision: Its crazy that for something as important as the digital world the only way we can access it is through physical screens. Were at a point where the physical and digital worlds should be fully blended. I agree. Maybe smart glasses are next maybe something else. But one things for sure: we wont need iPhones much longer. $AAPL better start innovating"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-16 18:22:47 UTC 7852 followers, 2124 engagements

"@trader_gu Ive studied $HIMS business a lot and Im very confident whereas I dont know $OSCR that well yet"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 20:17:21 UTC 7852 followers, 1686 engagements

"@DividendDude_X The same thing that $AAPL AI allows you to do. Oh wait"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 17:46:09 UTC 7471 followers, XXX engagements

"1. $LMND isnt an insurance company with AI. Its an AI company that chose insurance. Why insurance ✅ Its XXX% digital ✅ Its massive (8% of US GDP) ✅ Its decades behind the tech curve No inventory no logistics just data. Perfect for AI"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-15 12:42:11 UTC 7853 followers, 2422 engagements

"@DividendDude_X Try criticizing $LMND too. Maybe Ill become a multi-millionaire that way"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 15:48:37 UTC 7543 followers, XXX engagements

"9. $AMD P/S ratio is just XXX. Its data center business is growing XX% YoY while the total addressable market expands XX% per year. Thats rare growth at a still reasonable valuation"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-11 12:43:08 UTC 7851 followers, XXX engagements

"@alc2022 Do you think that even if $NBIS software doesnt turn out to be a moat Nebius could still grow enormously I believe there will soon be a shortage of cloud compute and supply will struggle to keep up with demand"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-16 18:36:57 UTC 7501 followers, 3382 engagements

"@TheLongInvest I remember when $CELH was everywhere. Now no one mentions it anymore"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 19:51:03 UTC 7852 followers, 1192 engagements

"Robinhood $HOOD is building a subscription-based model inspired by Amazon $AMZN and Costco $COST. Subscription means loyalty users tend to check the platform they subscribe to before considering any alternative driving significantly higher revenue per user. Businesses with subscription models are poised to thrive in the coming years"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-11 20:08:33 UTC 7596 followers, 3315 engagements

"@alc2022 Ill go with this one when $HIMS hits $200"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 13:05:12 UTC 7501 followers, 1562 engagements

"6/ People overreacted when the $NVO deal ended. But heres the truth: Q1 revenue jumped XXX% YoY without Wegovy. $HIMS isnt trying to push drugs. Theyre focused on outcomes. Thats exactly what sets them apart"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:57 UTC 7853 followers, XXX engagements

"1/ CEO Andrew Dudum has compared $HIMS to the early days of $NFLX and $AMZN. Sounds bold but hes not wrong. This isnt just a GLP-1 company. Theyre building a next-gen healthcare platform and most investors are missing it"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:53 UTC 7853 followers, 1330 engagements

"Final take: 📈 Sub growth strong 🧠 AI + personalization moat deepening 🧬 Peptide + diagnostics expansion 💰 Valuation still cheap $HIMS is building something huge and the market hasnt caught up. Im staying long"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:59 UTC 7853 followers, 1116 engagements

"Heres how the Magnificent X stacked up against the S&P 500s +95.27% over the last X years: $AMZN: +52.69% $AAPL: +125.53% $GOOGL: +145.47% $META: +192.59% $NVDA: +1595.62% $TSLA: +229.47% $MSFT: +162.40% If youre wonderingyes $AMZN is undervalued"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 12:34:59 UTC 7852 followers, 2694 engagements

"1/ The big picture: $HOOD is positioned to benefit massively from the $125T generational wealth transfer. Assets under custody (AUC) are up XX% YoY from $135B to $255B"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-01 12:43:40 UTC 7620 followers, XXX engagements

"$HOOD stock is up more than 3x from its April low. But I believe its a $500B company in the making and its shares could hit $XXX by 2030. Heres why 🧵"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-01 12:43:39 UTC 7619 followers, 3411 engagements

"9/ Valuation Still a joke. P/S multiples: $HIMS 6.32x $PLTR 116.31x $DUOL 20.76x $HOOD 29.7x $RKLB 52.86x This kind of growth is not being priced in not even close"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:58 UTC 7853 followers, XXX engagements

"5. $AMD isnt just a chipmaker. Its building a full AI ecosystem: CPUs (EPYC Ryzen) GPUs (MI300 MI355X MI400) FPGAs (Xilinx) DPUs (Pensando) Entire server solutions (ZT Systems) AI software (ROCm)"
@danielisdizzy Avatar @danielisdizzy on X 2025-06-28 12:19:36 UTC 7444 followers, XXX engagements

"$AMZN remains the most obvious BUY in the entire market. Over the past few years its operating income has nearly tripled while the stock is up just a little over 35%. In the long run stock prices tend to follow earnings. This is the definition of an asymmetric bet limited downside massive upside 📈"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-12 12:47:29 UTC 7606 followers, 2672 engagements

"$LMND is my new big bet. Its set to capture a meaningful share of a $7.5T market. Heres a quick breakdown of why Im in 👇"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-12 12:39:14 UTC 7803 followers, 11.3K engagements

"@alc2022 10x opportunity with very low risk $NBIS"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 18:17:24 UTC 7851 followers, 1637 engagements

"@YodaStockInvest Its typical of great managers to underpromise $AMD"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 19:46:55 UTC 7853 followers, XXX engagements

"$NBIS CEO Arkady Volozh: In 2026 were ready to build X GW of datacenter capacity and more. Thats worth at least $10B in annual revenue. The entire company today Valued at just $12B. $NBIS is such an obvious play"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-15 15:19:05 UTC 7852 followers, 41.6K engagements

"2/ $HIMS Subscriber growth keeps climbing: 2.4M active subs +38% YoY Personalized care is improving fast and thats the real driver of long-term value"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:54 UTC 7853 followers, 1033 engagements

"7/ Now $HIMS is going deeper into infrastructure: Acquired a peptide manufacturing facility Bought a full-body at-home diagnostics company This unlocks the trillion-dollar peptide market way beyond GLP-1s"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:57 UTC 7853 followers, XXX engagements

"@EndicottInvests I think that good earnings could push $HIMS to $100"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 20:05:46 UTC 7851 followers, XXX engagements

"2. Lisa Su expects the AI accelerator market to grow XX% annually hitting $500B+ by 2028. $AMD isnt settling for scraps its targeting a significant share"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-11 12:43:03 UTC 7625 followers, XXX engagements

"@alc2022 I cant imagine where we could get if we keep praying $AMD"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:42:59 UTC 7669 followers, 1433 engagements

"@k3vinnb After the recent pullback I find $DUOL attractive"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 20:56:35 UTC 7852 followers, XXX engagements

"$LMND is one of the best if not the best risk-adjusted opportunities in the entire market. Even if its vision of calculating claims risk far more accurately than incumbents doesnt fully materialize its use of AI enables it to scale without increasing operating costs allowing it to offer the lowest premiums in the entire industry. Even if things dont go as hoped on the risk-calculation front $LMND is still destined to become a multi-bagger"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 12:57:25 UTC 7852 followers, 6121 engagements

"Apples revenue hasnt grown over the past X years: $378B in 2021 $387B in 2022 $385B in 2023 and an estimated $391B for 2024. Yet $AAPL is up XX% YTD and is nearing a $4T market cap potentially becoming the first company to achieve this milestone. $AAPL seems definitely overvalued right now"
@danielisdizzy Avatar @danielisdizzy on X 2024-12-28 21:31:18 UTC 7589 followers, 1351 engagements

"@amitisinvesting Give me a moment to breathe if $HOOD gets into the S&P XXX were going to $120"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 19:49:46 UTC 7789 followers, XXX engagements

"If I had to invest $5M today heres what Id do: - $2M $AMD - $1M $HIMS - $1M $NBIS - $1M $LMND"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-14 20:22:29 UTC 7851 followers, 13.5K engagements

"@Tech_Investor20 There are two alternatives: either you believe that $HIMS will become a giant and revolutionize healthcare or it will implode. Keeping the current price target makes no sense"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 15:58:39 UTC 7482 followers, XXX engagements

"8/ $HIMS playbook is clear: Control the experience from A to Z diagnostics treatment fulfillment. That means faster launches better margins and complete control of user outcomes. Its a healthcare platform that actually scales"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:58 UTC 7852 followers, XXX engagements

"1. The Setup $NBIS is an AI-native cloud provider. It builds infrastructure tailor-made for AI workloads training + inference powered by $NVDAs latest GPUs (H100 H200 and soon Blackwell). Everything is built in-house: Data centers Servers Networking Software Result: top-tier performance optimized for AI at highly competitive costs"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:42:07 UTC 7853 followers, 7607 engagements

"2. Legacy insurers cant compete with $LMND. Their models are slow clunky and not built for real-time data. $LMND AI underwrites prices risk and handles claims in real-time. It would take traditional insurers years (and a full rebuild) to even attempt this"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-15 12:42:12 UTC 7853 followers, XXX engagements

"@Ashton_1nvests Even after the +100% over the past few months $AMD is still cheap"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:56:05 UTC 7853 followers, XXX engagements

"@Mountainman1723 Yes more than anything the reason is valuation-based $RKLB Are you buying at these prices"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 20:18:14 UTC 7852 followers, 2289 engagements

"@krische0288 Ill soon do a deep dive on $IREN 💯"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 12:47:23 UTC 7835 followers, 1493 engagements

"@TLEROY5 They also mentioned the 1GW in 2026 several times in the earnings reports. Arkady says that once the infrastructure is built theyll need to make sure demand is there but since compute power demand is expected to exceed supply in a couple of years I have no doubt $NBIS"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 13:12:35 UTC 7418 followers, XX engagements

"3 stocks Im buying: $LMND $NBIS $HIMS X stocks on my watchlist: $OSCR $DUOL $IREN X stocks Im avoiding: $AAPL $PLTR $RKLB"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-19 18:15:58 UTC 7853 followers, 92.2K engagements

"@HyperTechInvest Im waiting to find out whether I should keep buying $NBIS or open a position in $IREN 😂"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-17 12:58:46 UTC 7512 followers, XXX engagements

"How it feels today to have $NBIS $HIMS and $LMND in the portfolio:"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-14 20:17:08 UTC 7829 followers, 1637 engagements

"Lemonade $LMND is down nearly XX% from its all-time high. But its still aiming to disrupt a $XXX trillion insurance market and the pieces are finally falling into place. A 10x from here isnt hype. It might actually be conservative. Heres why: 🧵"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-15 12:42:11 UTC 7823 followers, 8337 engagements

"@Ashton_1nvests Once the market realizes that $HIMS is not a GLP-1 company it wont take long to reach $100B"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-18 12:49:22 UTC 7841 followers, XXX engagements

"$HIMS is still down XX% since the announcement of the end of its partnership with $NVO. But that changes nothing the business remains solid and this is still one of the most asymmetric bets in the entire market. Its a venture-style play hiding in public markets. Heres why $HIMS could easily be a 10x from here: 🧵"
@danielisdizzy Avatar @danielisdizzy on X 2025-07-20 12:43:53 UTC 7853 followers, 31.2K engagements