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@meeijer Avatar @meeijer Investor in misunderstood companies, CFA

Several investors are discussing and sharing their insights on various tech stocks, including $NBIS, $BZAI, $NVO, and $HIMS. These companies are involved in innovative technologies such as AI, cloud computing, and healthcare, and have recently made significant announcements, including partnerships, investments, and revenue projections. Some investors believe these companies have strong growth potential and are undervalued, making them attractive investment opportunities.

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXXX%

Social topic influence $nbis #48, $nvo #7, stocks #2269, $hims #21, $tmdx #28, microsoft #1267, $googl 6.25%, $pngv #2, meta 4.69%, ai XXXX%

Top accounts mentioned or mentioned by @wealthmatica @stocksavvyshay @thestocksking @ronenhayempour @mindset4moneyx @genzinvest0r @kaizeninvestor @yodastockinvest @danielkoss @qualityinvest5 @babyfolio @tacticzh @sojustfollowme @investingvisual @noamoran @arabwealthy @kaizen_investor @nickclawson13 @qualtrim @theraymyers

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) TransMedics Group, Inc. Common Stock (TMDX) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) ZetaChain (ZETA) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Micron Technology, Inc. (MU) IREN Limited (IREN) DLocal Limited Class A Common Shares (DLO) Taiwan Semiconductor (TSM) Metadium (META) Tempus AI, Inc. Class A Common Stock (TEM) Oscar Health, Inc. (OSCR) Lemonade, Inc. (LMND) Pangolin (PNG) Eli Lilly and Company (LLY) Galaxy Digital Inc. (GLXY) Oracle Corporation (ORCL) Core Scientific, Inc. Common Stock (CORZ) Bitfarms Ltd. (BITF) Cipher Mining Inc. Common Stock (CIFR) Riot Platforms, Inc. (RIOT) CoreWeave, Inc. (CRWV) Applied Blockchain, Inc. Common Stock (APLD) Duolingo, Inc. Class A Common Stock (DUOL) Palantir (PLTR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Tesla, Inc. (TSLA) MercadoLibre Inc (MELI) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Planet Labs PBC (PL) Vertiv Holdings Co (VRT) Astera Labs, Inc. Common Stock (ALAB) Morgan Stanley (MS) Coherent Inc (COHR) Marvell Technology Inc (MRVL)

Top Social Posts

Top posts by engagements in the last XX hours

"$NBIS: Founder-led $90M in ARR in FY2024 Guided for $1B in ARR in FY2025 more than a 10x increase YoY Guided for $8B in ARR by the end of 2026 Over $5B cash on hand Signed a $17B deal with Microsoft Signed a $3B deal with Meta Has onboarded multiple of the fastest growing startups in the world: - Cursor - Black Forest Labs (Partially) owns X subsdiaries: - Avride: AVs and delivery robots - Tripleten: Edtech - Toloka: Data processing Has a XX% stake in Clickhouse one of the worlds fastest-growing analytics database companies"
X Link 2025-12-05T21:34Z 26.7K followers, 36.9K engagements

"$HIMS EXPANDS IN THE UK 🔥 Now offering personalized GLP-1 plans with access to branded Mounjaro and Wegovy Official launch of the Hers platform in the UK Final verdict: Bullish"
X Link 2025-12-10T13:34Z 26.7K followers, 4079 engagements

"$HIMS during the past two months: Launched Labs Acquired YourBio Acquired Livewell Started offering GLP-1s in the UK Launched Hers in the UK Reported a beat Hit #10 in the App Store (IOS medical category) $HIMS remains one of my highest conviction stocks in the long-term"
X Link 2025-12-11T21:39Z 26.7K followers, 36.6K 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 2025-06-10T20:43Z 26.7K followers, 73.7K engagements

"The stock I initiated a position in today is $KRKNF / $PNG Kraken Robotics. Ive officially become a Krakhead. They design and manufacture the best batteries for unmanned underwater vehicles truly a great company"
X Link 2025-10-27T20:47Z 26.7K followers, 24.8K engagements

"@Kaizen_Investor Since when have you owned $AMPX"
X Link 2025-11-30T19:32Z 26.7K followers, XXX engagements

"@investseekers Could not agree more. $NVO valuation makes absolute zero sense. When you compare with $LLY then it becomes an extremity"
X Link 2025-12-09T14:49Z 26.7K followers, XXX engagements

"@QualityInvest5 ClickHouse: Plans to IPO but no target date yet likely sometime in 20262027. Latest valuation: $6.35B"
X Link 2025-12-10T06:14Z 26.7K followers, 1102 engagements

"@novonordisk Well done $NVO"
X Link 2025-12-12T14:08Z 26.7K followers, XXX engagements

"A clear overview of the major data center operators that stand to benefit significantly from the AI boom: $NBIS Nebius $IREN Iren $GLXY Galaxy Digital $ORCL Oracle $GOOGL Alphabet $CORZ Core Scientific $WYFI WhiteFiber $BITF Bitfarms $SLNH Soluna $AMZN Amazon $MSFT Microsoft $CIFR Cipher Mining $RIOT Riot Platforms $CRWV CoreWeave $APLD Applied Digital $CLSK CleanSpark $HIVE Hive Digital Technologies $HUT Hut X $WULF TeraWulf"
X Link 2025-10-28T21:30Z 26.7K followers, 105.7K engagements

"I believe $NVO is one of the most obvious buys in the market right now. My fair value: $75"
X Link 2025-11-25T19:59Z 26.7K followers, 31.1K engagements

"Which of these stocks offers the best risk-reward opportunity $NBIS at $XX $HIMS at $XX $DUOL at $XXX $MU at $XXX $TSLA at $XXX $PLTR at $XXX $PNG.V at C$6 $NVDA at $XXX $DLO at $XX $ASTS at $56"
X Link 2025-11-29T20:37Z 26.7K followers, 50.8K engagements

"Im really pounding the table on $NBIS here at $94/share. Even if ARR doesnt grow at all YoY in FY2027 $NBIS would still generate around $8B in revenue. This implies that $NBIS currently trades at a FY2027 P/S of just 3"
X Link 2025-12-10T20:51Z 26.7K followers, 20.5K engagements

"$NVO is still absurdly undervalued in my opinion"
X Link 2025-12-12T18:35Z 26.7K followers, 13.7K engagements

"Xs algorithm changes a lot. The for you page can be hit or miss but these accounts always deliver top-tier stock and investing content sorted by the stocks they cover: $NBIS: - @mvcinvesting - @daniel_koss - @genZinvest0r - @babyfolio - @EndicottInvests - @MB_Hogan $NVO: - @TacticzH - @HatedMoats $GOOGL: - @Mindset4Money_X - @dividenddude $ZETA: - @wealthmatica - @TheRonnieVShow $HIMS: - @himshouse - @NighthawkTradez $AMD: - @HyperTechInvest - @YodaStockInvest $IREN: - @Agrippa_Inv - @moninvestor $PNG.V / $KRKNF: - @KrakTrack - @transhumanica - @michaelsikand - @KawzInvests $GRAB: -"
X Link 2025-11-21T21:25Z 26.7K followers, 22.5K engagements

"My favorite quality stocks: $NVO $TSM $ASML $META $TMDX $GOOGL Which stocks would you add"
X Link 2025-11-27T17:10Z 26.7K followers, 16.6K engagements

"$TMDX hit a new 52-week high today and is now up XXX% YTD. I remember calling it a screaming buy in the $70s and I still think its a great long-term opportunity"
X Link 2025-12-01T16:34Z 26.7K followers, 13.6K engagements

"$NBIS in a league of its own today. 🔥"
X Link 2025-12-01T20:30Z 26.7K followers, 14.3K engagements

"JUST IN: $PNG.V / $KRKNF Kraken Robotics lands $12M in new orders for SAS systems KATFISH spares and SeaPower batteries. Purchases from: - Teledyne Marine - Terradepth - Two NATO navies $KRKNF keeps scaling and continues gaining more and more traction As we near the end of the calendar year we are seeing many expected orders coming through before budgets reset including two new SeaPower battery customers Greg Reid President & CEO Kraken Robotics Clients are from both defence and commercial organizations highlighting how Krakens dual-use technology is critical across a variety of applications"
X Link 2025-12-02T14:59Z 26.7K followers, 11K engagements

"@wealthmatica Should I research $ZETA"
X Link 2025-12-02T20:34Z 26.7K followers, 1284 engagements

"Unmatched execution. $ZETA"
X Link 2025-12-02T20:53Z 26.7K followers, 10K engagements

"🚨BREAKING: $NBIS' Avride launches a commercial robotaxi service in Dallas. I still think this business is extremely underrated and could be worth over $10B after 2030 if all goes well"
X Link 2025-12-03T13:38Z 26.7K followers, 15K engagements

"@TacticzH I love to see $TMDX here"
X Link 2025-12-05T15:47Z 26.7K followers, 3274 engagements

"4 growth stocks I'd BUY right now: - $NBIS - $HIMS - $TMDX - $WYFI X quality stocks I'd BUY right now: - $NVO - $DLO - $META - $MELI"
X Link 2025-12-06T21:31Z 26.7K followers, 23.8K engagements

"@RonenHayempour Haven't researched $PGY yet. Is it worth looking into $PGY"
X Link 2025-12-07T16:20Z 26.7K followers, XXX engagements

"@Kaizen_Investor @BourbonCap What's $PL"
X Link 2025-12-12T05:13Z 26.7K followers, XXX engagements

"🚨BREAKING: $NBIS PT RAISED TO $XXX FROM $XXX AT NORTHLAND SECURITIES THIS IMPLIES OVER XXX% UPSIDE FROM CURRENT LEVELS 🔥"
X Link 2025-11-12T14:31Z 26.7K followers, 42.4K 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 2025-10-07T19:58Z 26.7K followers, 178K engagements

"$PNG.V / $KRKNF Kraken Robotics Here's my deep dive on arguably one of the best risk-rewards and most interesting companies in the market:"
X Link 2025-11-20T20:15Z 26.7K followers, 49.1K engagements

"Morgan Stanley now projects datacenters needing 72GW of power from 2025 through 2028. Here are XX stocks I believe will benefit significantly from the AI boom and surging demand: $VRT Vertiv $COHR Coherent $NBIS Nebius $AAOI Applied Optoelectronics $ASML Asml $WYFI WhiteFiber $IREN Iren $MRVL Marvell $ALAB Astera Labs $TSM TSMC $BZAI Blaize $AMD Advanced Micro Devices"
X Link 2025-12-07T21:46Z 26.7K followers, 61.4K engagements

"I still believe $NVO is criminally undervalued. The company is losing some market share but I think that once Novo Nordisks oral pill launches their share will stabilize. In short: this stock shouldnt be trading at a P/E of 13"
X Link 2025-12-08T21:19Z 26.7K followers, 16.1K engagements

"My base case puts $NBIS at a market cap of around $55B by the end of next year. That implies about $165/share (roughly XX% upside) even after accounting for XX% dilution. I believe $NBIS is a buy"
X Link 2025-12-09T15:52Z 26.7K followers, 20.2K engagements

"@thexcapitalist Photonics $AAOI $LITE Healthcare $HIMS $TMDX"
X Link 2025-12-11T19:04Z 26.7K followers, 2391 engagements

"@wealthmatica $NBIS is my favorite"
X Link 2025-12-12T05:03Z 26.7K followers, 1530 engagements

"@noamoran Mostly because $NVO has lost and is losing market share in the GLP-1 market"
X Link 2025-12-12T18:52Z 26.7K followers, XXX engagements

"@Dividend_Learn I think 30-50% return in 2026 is very doable"
X Link 2025-12-13T09:23Z 26.7K followers, XXX engagements

"@StockSavvyShay Some of my favorites: - $BZAI Blaize Holdings - $PNG.V Kraken Robotics"
X Link 2025-12-13T15:42Z 26.7K followers, XXX engagements