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@meeijer Avatar @meeijer Investor in misunderstood companies, CFA

Several investors are optimistic about companies like Hims & Hers ($hims), Advanced Micro Devices ($amd), and Nebius ($nbis), citing their growth potential in areas such as telehealth, semiconductors, and AI. These stocks are frequently mentioned as having 10-bagger potential due to their expanding market presence and innovative products. Investors are also expressing confidence in other companies like Alphabet ($googl), Amazon ($amzn), and ASML ($asml).

Engagements: XXXXXX #

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Social Influence #

Social category influence finance #3216 stocks #3548 technology brands XXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX% automotive brands XXXX%

Social topic influence $nbis #19, $nvo #5, $tmdx #1, $hims #54, $dlo #14, $amd #96, stocks #696, $wyfi #2, asml #44, $asml #24

Top accounts mentioned or mentioned by @tacticzh @mmoney642 @ashton1nvests @dividendg_web3 @dividenddudex @yodastockinvest @dividendgweb3 @longoption @qualityinvest5 @investingvisual @danielisdizzy @stocksavvyshay @himshouse @grok @techinvestor20 @nighthawktradez @dividendngrowth @joeytphilly @mmmtwealth @thexcapitalist

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Novo-Nordisk (NVO) TransMedics Group, Inc. Common Stock (TMDX) Hims & Hers Health, Inc. (HIMS) DLocal Limited Class A Common Shares (DLO) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Rubrik, Inc. (RBRK) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Oscar Health, Inc. (OSCR) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Cipher Mining Inc. Common Stock (CIFR) Microsoft Corp. (MSFT) UnitedHealth Group (UNH) The Root Network (ROOT) MercadoLibre Inc (MELI) Lemonade, Inc. (LMND) Dave Inc. Class A Common Stock (DAVE) Shopify Inc (SHOP) Eli Lilly and Company (LLY) Eos Energy Enterprises, Inc. (EOSE) Crowdstrike Holdings Inc (CRWD) Uber Technologies, Inc. (UBER) Vertiv Holdings Co (VRT) Alvotech Ordinary Shares (ALVO) IREN Limited (IREN) Tempus AI, Inc. Class A Common Stock (TEM) IonQ, Inc. (IONQ) GitLab Inc. Class A Common Stock (GTLB) ZetaChain (ZETA) Adobe, Inc. (ADBE) Axon Enterprise, Inc. (AXON) Tesla, Inc. (TSLA) Cloudflare, Inc. (NET) Goldman Sachs (GS) Bitfarms Ltd. (BITF) Target Corporation (TGT) Astera Labs, Inc. Common Stock (ALAB) Global-E Online Ltd. Ordinary Shares (GLBE) CoreWeave, Inc. (CRWV) Metadium (META) Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"@QualityInvest5 I think $TSM is above fair value right now"
X Link @meeijer 2025-10-08T20:15Z 23.5K followers, XXX engagements

"@danielnewmanUV $TSM is such a great company"
X Link @meeijer 2025-10-13T11:32Z 23.5K followers, XXX engagements

"He bought $NBIS in 2025"
X Link @meeijer 2025-10-03T15:07Z 23.6K followers, 44.5K engagements

"My favorite stocks in each of these sectors: Cloud: $NBIS Nebius $GOOGL Alphabet (GCP) $AMZN Amazon (AWS) $MSFT Microsoft (Azure) Healtcare: $HIMS Hims&Hers $NVO Novo Nordisk $TMDX Transmedics $TEM Tempus AI Insurance: $OSCR Oscar Health $LMND Lemonade Semiconductors/Semiconductor equipment: $AMD Advanced Micro Devices $NVDA Nvidia $MU Micron $ASML Asml $TSM Taiwan semi Fintech: $HOOD Robinhood $SOFI Sofi tech $NU NuBank $DLO Dlocal E-Commerce: $AMZN Amazon $MELI Mercado Libre Renewable energy: $CDLR Cadeler Space economy: $RKLB Rocket Lab $ASTS AST Spacemobile What stocks would you add"
X Link @meeijer 2025-06-10T20:43Z 23.5K followers, 73.5K engagements

"Which stock do you think offers the best risk-reward opportunity $NBIS at $XXX $AMD at $XXX $TMDX at $XXX $HIMS at $XX $IONQ at $XX $NVDA at $XXX $OSCR at $XX $ASTS at $XX $DLO at $XX $WYFI at $32"
X Link @meeijer 2025-10-01T20:23Z 23.6K followers, 71.3K engagements

"7) $RBRK Rubrik As AI adoption accelerates enterprises are generating more data than ever and cyberattacks are becoming stronger smarter and ultimately inevitable. Companies are starting to realize that prevention alone isnt enough; they need true cyber resilience. $RBRK delivers exactly that through its Security Cloud which unifies data protection ransomware recovery and threat detection across hybrid and multi-cloud environments. It enables instant data restoration real-time anomaly monitoring and compliance automation. Im still researching $RBRK and am considering initiating a position in"
X Link @meeijer 2025-10-05T19:39Z 23.6K followers, 6367 engagements

"@TheBrilliantBu1 Nice"
X Link @meeijer 2025-10-11T16:30Z 23.5K followers, XXX engagements

"@EndicottInvests This is how I value $NBIS subsidiaries: Toloka: $750M Tripleten: $300M Avride: $1B Clickhouse: $1.78B Total: $4B"
X Link @meeijer 2025-10-05T18:45Z 23.6K followers, 2558 engagements

"$NBIS just crossed $XXX for the first time ever 🔥 I believe we're still early"
X Link @meeijer 2025-10-03T15:59Z 23.6K followers, 15.9K engagements

"@TacticzH Why ignore $HIMS I agree on the rest"
X Link @meeijer 2025-10-13T20:16Z 23.6K followers, 4205 engagements

"4) $MU Micron I used to be a $MU shareholder but sold in the $110s as I bought into other companies which I believed offered a better risk to reward opportunity. Nevertheless $MU is a great company with tons of potential. $MU is a global leader in memory and storage with core strengths in DRAM and NAND but the real excitement now lies in High Bandwidth Memory (HBM). HBM is becoming essential for AI accelerators and advanced data center workloads because it delivers massive throughput and efficiency. $MU has already ramped HBM3E production raised its market outlook and is working toward HBM4"
X Link @meeijer 2025-10-05T19:39Z 23.5K followers, 6499 engagements

"@YodaStockInvest I own $AMD $HIMS and $NBIS"
X Link @meeijer 2025-10-14T04:44Z 23.6K followers, 1217 engagements

"@Kaizen_Investor $TMDX truly is an exceptional company"
X Link @meeijer 2025-10-14T21:02Z 23.6K followers, 1463 engagements

"@danielnewmanUV $TSM is arguably one of the best companies to ever exist"
X Link @meeijer 2025-10-10T05:00Z 23.5K followers, XXX engagements

"My favorite stocks in each sector: Cloud/AI Cloud: $GOOGL $AMZN $NBIS Medtech/pharma: $TMDX $NVO $HROW $LLY Other healthcare/insurance: $HIMS $UNH $OSCR Fintech: $DLO $ADYEN $DAVE Energy: $CDLR Shipping: $ITECH Software/marketing/cybersec: $SHOP $GTLB $ZETA $ADBE $RBRK Semiconductors/Semi. Equipment: $ASML $TSM $AMD $MU Which stocks would you add"
X Link @meeijer 2025-09-13T20:12Z 23.6K followers, 39.3K engagements

"When a stock is broken but the business isnt youve been given a great opportunity. $NVO"
X Link @meeijer 2025-10-11T15:54Z 23.6K followers, 131.3K engagements

"The Best AI Play A Stock Id Hold Forever: $NBIS (Investment thesis) Heres my deep dive into what I believe is the most exciting underappreciated opportunity in the AI infrastructure space. Over the past few months $NBIS has surged over XXX% and its presence on X has grown noticeably. Still many people dont fully understand what $NBIS actually does and just how much potential it really has. I wont waste your time. Lets get straight into it"
X Link @meeijer 2025-07-26T20:41Z 23.6K followers, 271.6K engagements

"Is $NBIS still a buy Heres my valuation model and price targets Theres been a lot of debate recently about whether $NBIS is still a buy. To answer this question Ive built a valuation model. First lets get the numbers straight. The Microsoft deal will deliver $17.4B (potentially $19.4B if Microsoft acquires additional services or capacity under the agreement) in revenue for Nebius ($NBIS) over 5+ years running through 2031. Microsoft will start receiving infrastructure from the New Jersey site later this year. To complete the buildout Nebius will use a mix of its own capital and capital from"
X Link @meeijer 2025-10-07T19:58Z 23.6K followers, 145.6K engagements

"10) $EOSE Eos Energy Enterprises As datacenter power demand surges one of the biggest bottlenecks becomes how to reliably store energy at scale. Eos is building a massive commercial project pipeline; currently estimated at $XX billion/77 GWh. Because energy storage is already becoming a core piece of datacenters Eos is positioning itself as a key infrastructure provider. If it can convert a meaningful portion of that pipeline into contracts and execution $EOSE stands to benefit significantly from the next wave of AI/datacenter expansion"
X Link @meeijer 2025-10-05T19:39Z 23.6K followers, 8701 engagements

"@TheBrilliantBu1 I still have to deep dive into $ROOT"
X Link @meeijer 2025-10-08T20:25Z 23.6K followers, XXX engagements

"@Abel_Invests $CRWD"
X Link @meeijer 2025-10-11T10:04Z 23.5K followers, XXX engagements

"@Mindset4Money_X $ASML easily"
X Link @meeijer 2025-10-04T16:21Z 23.5K followers, XXX engagements

"Potential $NBIS catalysts over the next XX months: Announcement of greenfield sites ARR raise for FY2025 ARR guidance for FY2026 Potential hyperscaler partnership Expanded analyst coverage Increased institutional ownership Clickhouse valuation raise Q3 earnings Avride Toloka or Tripleten equity raise with valuation insight More clarity on Israel datacenter Potential index inclusion If just a couple of these play out $NBIS could easily trade above $150"
X Link @meeijer 2025-10-02T18:36Z 23.6K followers, 65K engagements

"$NBIS institutional ownership rose in October but still sits at just 43%. Institutions have yet to realize what a great company $NBIS truly is"
X Link @meeijer 2025-10-07T15:10Z 23.6K followers, 20.8K engagements

"@DividendTalks $RBRK is my favorite"
X Link @meeijer 2025-10-08T05:55Z 23.6K followers, XXX engagements

"7) $AXON Axon 5-year revenue CAGR: XX% $AXON develops and manufactures tasers body cameras and digital evidence management solutions primarily for law enforcement agencies and public safety. $AXON dominates its sector with: A fully integrated ecosystem of hardware and software Strong reputation and trust among agencies Cutting-edge innovation and technology Crucially once agencies adopt $AXONs comprehensive system the high switching costs make it extremely difficult to leave. This forms $AXONs large moat"
X Link @meeijer 2025-07-18T20:34Z 23.5K followers, 5075 engagements

"Reminder that ClickHouse is used by Tesla Uber Cloudflare Meta Netflix Anthropic and Mercado Libre. Clickhouse is one of the fastest-growing data infrastructure platforms out there. $NBIS holds a XX% stake"
X Link @meeijer 2025-10-10T20:31Z 23.6K followers, 43.2K engagements

"@TacticzH While the situation would be complicated I believe a similar partnership between $HIMS and $NVO could happen in the future again. The telehealth industry is growing rapidly and $HIMS is by far the largest player"
X Link @meeijer 2025-10-04T08:30Z 23.5K followers, 3755 engagements

"@InvestingVisual I really like $RBRK's business model"
X Link @meeijer 2025-10-05T12:51Z 23.6K followers, XXX engagements

"JUST IN -- Goldman Sachs raises $NBIS Price Target from $XXX to $XXX 🔥 Goldman said that they "Continue to see favourable risk-reward skew""
X Link @meeijer 2025-10-08T07:11Z 23.6K followers, 56.7K engagements

"$RBRK: Founder-led Revenue up XX% YoY Subscription revenue up XX% YoY Highly sticky business model Rapidly growing sector AI tailwind Net cash position of $400M Cheaper than peers Look at the points above and tell me youre bearish"
X Link @meeijer 2025-10-06T20:43Z 23.6K followers, 22.2K engagements

"@TacticzH I think $HIMS is around fair value right now"
X Link @meeijer 2025-10-13T20:19Z 23.6K followers, 1338 engagements

"Stocks that I believe could become 5-baggers: $NBIS Nebius $AMD Advanced Micro Devices $HIMS Hims&Hers $ITECH I-Tech $TMDX Transmedics $DLO Dlocal Agree"
X Link @meeijer 2025-08-20T20:13Z 23.5K followers, 51.4K engagements

"McKinsey projects datacenter capacity to nearly triple by 2030 here are some stocks I believe will benefit greatly from that growth: $NBIS $WYFI $CIFR $BITF $TSM $ASML $AMD $MU $VRT $GOOGL Which are your favorites"
X Link @meeijer 2025-10-11T20:09Z 23.6K followers, 113.4K engagements

"@danielisdizzy @KabraxFX Do you prefer $ROOT over $LMND"
X Link @meeijer 2025-10-11T21:12Z 23.5K followers, XXX engagements

"9) $VRT Vertiv While most investors focus on GPU manufacturers or cloud providers the infrastructure layer that actually keeps datacenters running (power cooling and management) is often overlooked. Thats where Vertiv shines. As AI-driven datacenters rapidly expand energy density and heat generation are skyrocketing creating enormous demand for liquid cooling power distribution and energy management systems. $VRT is one of the few companies positioned to deliver all of those at scale. AI workloads consume five to ten times more power per rack than traditional cloud computing forcing"
X Link @meeijer 2025-10-05T19:39Z 23.6K followers, 7021 engagements

"An investment thesis on $WYFI: Comparable to $NBIS but profitable and more attractively valued. This is the first part of my series Misunderstood Baggers"
X Link @meeijer 2025-09-21T19:47Z 23.6K followers, 201.1K engagements

"I still believe $NVO offers one of the best risk-reward opportunities"
X Link @meeijer 2025-10-14T15:53Z 23.6K followers, 21.8K engagements

"@SoJustFollowMe Whats your second choice"
X Link @meeijer 2025-10-05T05:14Z 23.6K followers, XXX engagements

"@TacticzH $RBRK $HROW $WYFI"
X Link @meeijer 2025-10-11T06:59Z 23.6K followers, 1556 engagements

"@QualityInvest5 Nearly decade low revenue growth for $TGT now"
X Link @meeijer 2025-10-12T18:30Z 23.6K followers, 1052 engagements

"@MMatters22596 $TMDX $DLO $HROW"
X Link @meeijer 2025-10-11T19:41Z 23.6K followers, 1441 engagements

"10 under-the-radar stocks with strong revenue growth worth researching: $CDLR Cadeler $ITECH I-Tech AB $GLBE Global-e $ALVO Alvotech $DCTH Delcath $EOSE Eos Energy $ALAB Astera Labs $DAVE Dave $PME Pro Medicus $MU Micron What stocks would you add to the list"
X Link @meeijer 2025-07-04T20:53Z 23.6K followers, 21.6K engagements

"Right now I'd choose: $NBIS over $CRWV $NVO over $LLY $GOOGL over $META $BZAI over $VLN $DLO over $ADYEN"
X Link @meeijer 2025-10-13T19:55Z 23.6K followers, 20.4K engagements

"$NBIS just crossed $130😏 I believe we're still very early"
X Link @meeijer 2025-10-09T19:22Z 23.6K followers, 20K engagements

"3) $CIFR Cipher Mining $CIFR is evolving from being just a Bitcoin miner into a broader digital infrastructure company focused on both crypto and high-performance computing (HPC). The company currently operates several sites in Texas with a combined XXX MW of energized capacity while holding a huge pipeline of more than XXX GW for future development. Recently $CIFR launched its XXX MW Black Pearl data center with room to scale to XXX MW and signed a XXX MW clean energy deal with Engie to support operations. Last week it announced a 10-year colocation agreement with Fluidstack backed by Google"
X Link @meeijer 2025-10-05T19:39Z 23.6K followers, 7466 engagements

"@RedRats11 I put $IREN in the value chain"
X Link @meeijer 2025-10-11T20:38Z 23.5K followers, XXX engagements

"@patientinvestt $NVO is my favorite"
X Link @meeijer 2025-10-10T20:50Z 23.5K followers, XXX engagements

"8) $TSM Taiwan Semiconductor Manufacturing Company After $ASML a large part of the semiconductor production chain is executed by $TSM the worlds most advanced and important chip manufacturer. Its a quality company with a massive moat controlling over two-thirds of the global foundry market and producing chips for giants like Apple Nvidia AMD and Qualcomm. With datacenter demand set to roughly double over the next few years the need for high-performance AI chips and custom accelerators will surge. $TSM sits at the core of that growth; its the company that actually fabricates nearly every"
X Link @meeijer 2025-10-05T19:39Z 23.6K followers, 5705 engagements

"@TheBrilliantBu1 What percentage of your portfolio is in $NVO"
X Link @meeijer 2025-10-11T16:02Z 23.6K followers, 2707 engagements

"$AMD and OpenAI just signed a X GW deal. The first deployment of $AMD Instinct MI450 GPUs is set to begin in the second half of 2026. This just goes to show how extreme demand for AI and datacenters is right now. Bullish for $NBIS and $WYFI"
X Link @meeijer 2025-10-06T11:16Z 23.6K followers, 12.8K engagements

"JUST IN $NVO to acquire Akero Therapeutics. Akero develops best-in-class drugs for fatty liver disease (MASH/NASH). Its lead therapy aims to repair liver damage and improve metabolism strengthening Novo Nordisks position in metabolic health. $NVO still feels like a bargain"
X Link @meeijer 2025-10-09T10:19Z 23.6K followers, 15.7K engagements

"@TacticzH I find $DLO buy worthy too"
X Link @meeijer 2025-10-08T20:18Z 23.5K followers, 8654 engagements

"10 stocks that I believe are still extremely undervalued even in this wildly bullish market: 1) $NVO Novo Nordisk $NVO has taken a beating over the past year largely due to rising competition and a slowdown in growth. I initiated a position last week because I believe $NVO is significantly undervalued and well-positioned to reaccelerate its revenue growth in the future"
X Link @meeijer 2025-08-06T21:32Z 23.6K followers, 177.1K engagements

"5) $AMD Advanced Micro Devices Many investors prefer $NVDA but I like both and I believe each will maintain a healthy share of the AI accelerator market. One of my favorite aspects of $AMD is its leadership. When Lisa Su became CEO in 2012 $AMD was struggling with declining revenue and heavy losses. Since then shes completely transformed the company driving consistent growth restoring profitability and delivering over 2000% in shareholder returns. Su estimates the AI accelerator market could grow at a XX% CAGR reaching $500B in the coming years. If AMD captures just XX% of that market its"
X Link @meeijer 2025-10-05T19:39Z 23.6K followers, 6311 engagements

"@MMatters22596 I own $NBIS and $NVO from these"
X Link @meeijer 2025-10-13T19:31Z 23.6K followers, XXX engagements

"@InvestingVisual I prefer $SPOT but it's very close for me between these two companies"
X Link @meeijer 2025-10-08T16:00Z 23.5K followers, XXX engagements

"@bigmark419 What about the rest 😢"
X Link @meeijer 2025-10-13T20:29Z 23.6K followers, XXX engagements

"@GrindeOptions XX. $TMDX XX. $NBIS XX. $DLO XX. $WYFI XX. $HROW"
X Link @meeijer 2025-10-11T09:34Z 23.5K followers, XXX engagements

"@100baggerhunt I only own $DLO from this list"
X Link @meeijer 2025-10-10T04:57Z 23.5K followers, XXX engagements

"@TheBrilliantBu1 $ROOT is popping up more and more on my for you page"
X Link @meeijer 2025-10-08T20:17Z 23.6K followers, 5004 engagements

"@babyfolio Thanks for the repost But no I assumed that most of the subsidiaries or at least a large stake in them will be used to fund their expansion"
X Link @meeijer 2025-10-07T20:34Z 23.6K followers, 3097 engagements

"@LiebermanAustin $MELI is a great company"
X Link @meeijer 2025-10-14T04:45Z 23.6K followers, XXX engagements

"Here are XX stocks I believe every investor should have on their watchlist: $NBIS The perfect platform for AI startups and companies working with ML and AI $TMDX Revolutionizing the organ transplant industry $NVO One of the leading players in weight loss treatments $WYFI A neocloud/collocation company building datacenters XX% cheaper and twice as fast as the industry average $DLO The Adyen of Latin America $RBRK One of the largest and most innovative cyber resilience companies $MELI The Amazon of Latin America $ITECH A Swedish company developing revolutionary antifouling paint additives for"
X Link @meeijer 2025-10-14T20:58Z 23.6K followers, 45.4K engagements

"@MMatters22596 Also very long $NVO $UNH and $HIMS"
X Link @meeijer 2025-10-12T19:05Z 23.6K followers, 1682 engagements

"@SoJustFollowMe Solid but what about $DLO and $BZAI"
X Link @meeijer 2025-10-13T20:00Z 23.6K followers, XXX engagements

"@IronmnVlgIdiot @TacticzH Cant do X its too tough. Here are a few: $TMDX $DLO $NVO and the company which Im writing a deep dive about 😁 NFA"
X Link @meeijer 2025-10-14T21:09Z 23.6K followers, XXX engagements

"@babyfolio I also hope they wont sell ClickHouse till IPO"
X Link @meeijer 2025-10-07T20:38Z 23.6K followers, XXX engagements

"@HatedMoats Great choices I like all three of them Heres my $TMDX thesis which might help you a bit in valuing the business:"
X Link @meeijer 2025-10-08T20:31Z 23.6K followers, 11.4K engagements

"@modernfimentor No worries. I agree with you the Clickhouse investment will be very favourable for $NBIS"
X Link @meeijer 2025-10-09T20:05Z 23.5K followers, XXX engagements

"@StockSavvyShay All of this has only been made possible thanks to $ASML and $TSM"
X Link @meeijer 2025-10-14T21:07Z 23.6K followers, 1638 engagements

"My ratings on these stocks: Strong buy: $GOOGL Alphabet $DLO Dlocal $CDLR Cadeler $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices Buy: $ASML Asml $AMZN Amazon $TMDX Transmedics $SOFI Sofi tech $ASTS AST Spacemobile $UBER Uber tech Hold: $MSFT Microsoft $CRWD Crowdstrike $AAPL Apple $PLTR Palantir Agree"
X Link @meeijer 2025-06-25T21:00Z 23.6K followers, 47.7K engagements

"@modernfimentor You mean Clickhouse"
X Link @meeijer 2025-10-09T19:59Z 23.5K followers, XXX engagements

"@Ashton_1nvests I own $DLO and $NVO from this list"
X Link @meeijer 2025-10-08T10:31Z 23.5K followers, XXX engagements

"@mapleleafinvest Whats your average cost"
X Link @meeijer 2025-10-07T05:09Z 23.6K followers, XXX engagements

"@YodaStockInvest Where are $WYFI $TMDX and $DLO 😢"
X Link @meeijer 2025-10-08T20:12Z 23.6K followers, XXX engagements

"Which stock do you think offers the best risk-reward opportunity right now $NBIS at $XXX $ASTS at $XX $RBRK at $XX $HROW at $XX $TMDX at $XXX $HIMS at $XX $AMD at $XXX $ASML at $XXX $NVO at $XX $UNH at $XXX $CIFR at $18"
X Link @meeijer 2025-10-08T20:06Z 23.6K followers, 110.5K engagements

"@dissectmarkets $NVO offers a great risk-reward opportunity"
X Link @meeijer 2025-10-13T08:07Z 23.6K followers, XXX engagements

"@babyfolio I wouldnt mind either. Id be annoyed if $NBIS sold Clickhouse now but long term Im fine with them selling all subsidiaries"
X Link @meeijer 2025-10-12T15:50Z 23.5K followers, XXX engagements

"@TacticzH Excited to read the $ASML deep dive"
X Link @meeijer 2025-10-13T13:49Z 23.6K followers, XXX engagements

"JUST IN $NVO is buying the rights to Omeros MASP-3 inhibitor program including zaltenibart. Zaltenibart has best-in-class potential across multiple rare blood and kidney disorders and will enhance Novo Nordisks rare disease portfolio significantly. $NVO still feels incredibly undervalued"
X Link @meeijer 2025-10-15T12:50Z 23.6K followers, 4450 engagements

"@AkinatorAssets Have you ever heard of $BZAI"
X Link @meeijer 2025-10-13T19:57Z 23.6K followers, XXX engagements

"S&P global projects datacenter demand to double over the next X years. Here are XX stocks I believe will benefit greatly from that rise: 1) $NBIS Nebius This has been my largest holdings for more than X months by now and Im still very happy that it is today. $NBIS is a neocloud offering the perfect solution for AI startups like Mistral AI and Simulacra AI. $NBIS essentially offers GPUaaS but with a software layer making it very easy for these companies to develop their own LLMs. Additionally $NBIS target is X GW by the end of 2026. One of the things that Im very content with is that $NBIS has"
X Link @meeijer 2025-10-05T19:39Z 23.6K followers, 86.2K engagements

"@AsianbeBlazin I added $IREN in the value chain 👌"
X Link @meeijer 2025-10-11T20:11Z 23.5K followers, XXX engagements

"Heres how my main watchlist looks right now (these are stocks I dont own): $RBRK $AMPX $HROW $MELI $CIFR Which stocks would you add"
X Link @meeijer 2025-10-04T19:59Z 23.6K followers, 17.7K engagements

"Today $HIMS announced that XX% of customers rated its care as equal or better than in-person visits. XX% said the intake was easy and XX% felt more confident starting treatment. $HIMSmoatisreal"
X Link @meeijer 2025-10-09T14:54Z 23.6K followers, 21.1K engagements

"@Ivan07961650 A ton of potential"
X Link @meeijer 2025-10-12T05:45Z 23.6K followers, XXX engagements

"What are your top investment ideas Im thinking of writing a thread about a company and potentially starting a new position"
X Link @meeijer 2025-08-17T17:25Z 23.6K followers, 11.6K engagements

"$NBIS just released another successful customer story this time with Unum. Unum is a deep-tech pioneer accelerating large-scale biological data processing and AI-driven analytics innovation. $NBIS keeps crushing it"
X Link @meeijer 2025-10-13T13:20Z 23.6K followers, 34K engagements

"@Mindset4Money_X No way He included $TMDX AND $WYFI"
X Link @meeijer 2025-10-05T14:43Z 23.6K followers, 2810 engagements

"My long term (5-year) price targets🎯: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $AMZN Amazon : $XXX $TMDX Transmedics : $XXX $DLO Dlocal : $XX $OSCR Oscar : $XX $ASML Asml : 1300 $AMD Advanced Micro Devices : $XXX Agree"
X Link @meeijer 2025-07-20T20:03Z 23.5K followers, 66.5K engagements

"6) $DDOG Datadog 5-year revenue CAGR: XX% $DDOG provides a monitoring and analytics platform for cloud-scale applications servers and databases enhancing observability for developers and operations teams. What makes the platform stand out is its ability to unify and correlate an incredibly diverse set of telemetry data (metrics logs and traces) from across complex distributed cloud environments into a single intuitive platform"
X Link @meeijer 2025-07-18T20:34Z 23.5K followers, 5540 engagements

"2) $WYFI WhiteFiber I came across this one more recently and have been genuinely excited about it ever since. Im honestly surprised by how underfollowed this stock still is. Its a neocloud company with plans to expand into colocation services. If youd like to read more about it heres my investment thesis:"
X Link @meeijer 2025-10-05T19:39Z 23.6K followers, 15K engagements

"My XX favorite founder-led companies: $HIMS Hims&Hers $NBIS Nebius $TMDX Transmedics $LFMD LifeMD $ALVO Alvotech $ASTS AST Spacemobile $ADYEN.AS Adyen $SHOP Shopify $HOOD Robinhood $MELI Mercado Libre What stocks would you add"
X Link @meeijer 2025-07-06T21:04Z 23.6K followers, 16.6K engagements

"@EndicottInvests Agreed. I think Clickhouse could hit around $30B by 2030 putting $NBIS stake at about $8.4B"
X Link @meeijer 2025-10-05T18:47Z 23.6K followers, XXX engagements

"6) $ASML Asml holding Arguably the most important company in the world and certainly the most unique one in this thread. Without $ASML none of the chips powering the AI revolution would exist. $ASML builds the EUV lithography machines that enable the production of cutting-edge semiconductors used by companies like $TSM $NVDA and $AMD. These systems are some of the most complex technologies ever created with thousands of suppliers and near-impossible engineering precision. What makes $ASML extraordinary is its complete monopoly in advanced lithography; no competitor is even close. The"
X Link @meeijer 2025-10-05T19:39Z 23.6K followers, 6357 engagements

"" $NBIS has no funding options " My response:"
X Link @meeijer 2025-10-12T15:20Z 23.6K followers, 74.1K engagements