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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).

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Social category influence finance #5901 stocks XXXXX% technology brands XXXXX% countries XXX% cryptocurrencies XXX% social networks XXX% automotive brands XXX%

Social topic influence hims #117, $hims #109, $nbis #5, $googl #1131, googl #87, $amd 12.57%, $dlo #8, $cdlr 10.78%, hims hers #109, $tmdx #7

Top accounts mentioned or mentioned by @tacticzh @yodastockinvest @mmoney642 @exclamotite69 @bleacherbum23 @longoption @simeonresearch @danielisdizzy @ashton1nvests @networthnotes @dividendngrowth @investingvisual @qualityinvest5 @ahmet34091200 @nighthawktradez @investudentt @d3gsolutions @giovann23412509 @sockerfarbror @thebrilliantbu1

Top assets mentioned Hims & Hers Health, Inc. (HIMS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) DLocal Limited Class A Common Shares (DLO) TransMedics Group, Inc. Common Stock (TMDX) Oscar Health, Inc. (OSCR) Amazon.com, Inc. (AMZN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) RAI Finance (SOFI) Shopify Inc (SHOP) Palantir (PLTR) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Novo-Nordisk (NVO) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Crowdstrike Holdings Inc (CRWD) Rocket Lab USA, Inc. Common Stock (RKLB) Robinhood Markets, Inc. (HOOD) Lemonade, Inc. (LMND) MercadoLibre Inc (MELI) Alvotech Ordinary Shares (ALVO) Uber Technologies, Inc. (UBER) Circle Internet Group, Inc. (CRCL) GameStop, Corp. (GME) Celsius Holdings, Inc. Common Stock (CELH) Airbnb Inc (ABNB) PayPal Holdings Inc (PYPL) GitLab Inc. Class A Common Stock (GTLB) Lam Research Corporation (LRCX)

Top Social Posts #

Top posts by engagements in the last XX hours

"9) $SOFI Sofi (Sofi plus) 5-year revenue CAGR: XX% $SOFI is a digital personal finance company offering lending investing banking and financial planning services to help members achieve financial independence. I really like SoFis one-stop shop model. Its integrated platform allows members to handle all their financial needs from borrowing to saving spending and investing within a single app. SoFi's full suite of products and superior value proposition within its one-stop shop empower members to better manage their finances building trust and encouraging cross-product adoption. This strong"
@meeijer Avatar @meeijer on X 2025-07-18 20:35:02 UTC 15.2K followers, 4655 engagements

"@TacticzH Im buying $ASML atm. Such an obvious buy imo amazing moat solid growth and great margins"
@meeijer Avatar @meeijer on X 2025-07-22 08:46:28 UTC 15.1K followers, 1648 engagements

"5) Google Cloud Revenue has more than 10xd over the past X years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:23 UTC 15.1K followers, 1306 engagements

"7) $SHOP Revenue has nearly 500xd over the past XX years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:27 UTC 15.2K followers, 1611 engagements

"7) $DLO Dlocal Base case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $88.6B Take rate FY2028: XXX% Revenue FY2028: 2.21B Net margin FY2028: XX% Net income FY2028: 465M Multiple: XX 2028 Market cap: 9.3B Share price: 9300000000/300000000 = $XXXXX Upside: XXX% Bear case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $79.1B Take rate FY2028: XXXX% Revenue FY2028: 1.78B Net margin FY2028: XX% Net income FY2028: 320M Multiple: XX 2028 Market cap: 5.13B Share price: 5130000000/300000000 = $XXXXX Upside: XX% Bull case: TPV CAGR through 2028: XX% Expected TPV"
@meeijer Avatar @meeijer on X 2025-07-11 21:10:17 UTC 15.2K followers, 5579 engagements

"My X year Price Targets🎯 for these stocks: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $ASML Asml : $1500 $TMDX Transmedics : $XXX $OSCR Oscar Health : $XX $AMD Advanced Micro Devices : $XXX $DLO Dlocal : $XX Agree"
@meeijer Avatar @meeijer on X 2025-06-21 21:27:39 UTC 15.1K followers, 101.4K engagements

"$HIMS has never missed revenue estimates What a company"
@meeijer Avatar @meeijer on X 2025-07-23 14:35:28 UTC 15.2K followers, 34.5K engagements

"5 stocks I would buy right now: $AMD Advanced Micro Devices $CDLR Cadeler $DLO Dlocal $OSCR Oscar Health $HIMS Hims&Hers X stocks I would avoid right now: $AAPL Apple $CRWD Crowdstrike $PLTR Palantir $GME Gamestop $CRCL Circle Internet Do you agree"
@meeijer Avatar @meeijer on X 2025-06-20 20:44:43 UTC 15.2K followers, 22.9K engagements

"@MMoney642 $HIMS and $CDLR are my favorites"
@meeijer Avatar @meeijer on X 2025-07-09 19:29:14 UTC 15.2K followers, 1693 engagements

"@InvestingVisual I agree with you $DLO can easily defend their turf if they execute well (Which I believe they will). Also $DLO is very undervalued imo"
@meeijer Avatar @meeijer on X 2025-07-21 13:23:48 UTC 15.1K followers, XXX engagements

"@TacticzH I agree with everything except for. $HIMS haha"
@meeijer Avatar @meeijer on X 2025-07-21 04:52:29 UTC 15.1K followers, XXX engagements

"Which stock do you think is the best risk/reward play in the market right now"
@meeijer Avatar @meeijer on X 2025-07-22 12:17:54 UTC 15.2K followers, 16.6K engagements

"2) $TMDX Transmedics Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $575M (I believe this will be much higher based on flight data) Revenue FY2028: $1.044B EBITDA margin FY2028: XX% EBITDA FY2028: 261M Multiple: XX 2028 Market cap: 6.53B Share price: 6530000000/33830000 = $XXXXXX Upside: XX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $575M (I believe this will be much higher based on flight data) Revenue FY2028: $994M EBITDA margin FY2028: XX% EBITDA FY2028: 199M Multiple: XX 2028 Market cap: 4.37B Share price: 4370000000/33830000 = $XXXXXX Upside:"
@meeijer Avatar @meeijer on X 2025-07-11 21:10:12 UTC 15.1K followers, 6462 engagements

"9) $OUST Ouster 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% Lidar technology leader providing high-resolution 3D sensors for autonomous vehicles industrial automation and smart infrastructure applications. $OUST is a company I recently discovered an interesting bet on robots and autonomous vehicles. With FSD finally becoming more realized and self-driving taxis operating in Austin the idea that FSD cars will play a major role in the automotive world is becoming undeniable"
@meeijer Avatar @meeijer on X 2025-07-15 21:19:11 UTC 15.1K followers, 6511 engagements

"4) Youtube Ads Revenue increased at a CAGR of XX% over the past X years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:21 UTC 15.1K followers, 1378 engagements

"@danielisdizzy $NBIS and $HIMS are my favorites from this list"
@meeijer Avatar @meeijer on X 2025-07-20 07:41:08 UTC 15.1K followers, 1241 engagements

"3) $CDLR Cadeler Description: $CDLR is a key offshore wind installation company providing specialized vessels and services for building and maintaining renewable energy infrastructure globally. Why should you consider owning $CDLR The company is benefitting from Europe's aggressive green energy transition Its highly specialized fleet is in high demand Strong order backlog Cadeler has first-mover advantage in offshore infrastructure Operates in a high-barrier niche EBITDA margin is expected to be a stunning XX% in FY2025 Huge revenue growth: XXX% YoY My buy score for $CDLR: Valuation: 9.5/10"
@meeijer Avatar @meeijer on X 2025-07-05 20:30:05 UTC 15.2K followers, 12.8K engagements

"@MMoney642 Search is far from dying I LOVE $GOOGL"
@meeijer Avatar @meeijer on X 2025-07-24 06:38:40 UTC 15.2K followers, XXX engagements

"@YodaStockInvest $SOFI $AMD or $GOOGL (couldnt choose between them haha) none from the space sector atm and $HIMS"
@meeijer Avatar @meeijer on X 2025-07-21 16:27:35 UTC 15.1K followers, 1148 engagements

"@The_AI_Investor $PLTR is ridiculously overvalued"
@meeijer Avatar @meeijer on X 2025-07-22 19:05:49 UTC 15.1K followers, XXX engagements

"@YodaStockInvest Your pick is XXX% $AMD My pick is $HIMS"
@meeijer Avatar @meeijer on X 2025-07-18 13:06:57 UTC 15.1K followers, XXX engagements

"@YodaStockInvest Whats your 5-year PT for $AMD"
@meeijer Avatar @meeijer on X 2025-07-21 05:17:20 UTC 15.1K followers, 1596 engagements

"100 of my best stock picks (ideas for you) : X. $HIMS Hims & Hers Extremely fast growing telehealth company X. $TMDX Transmedics New form of organ transplants revolutionary X. $CELH Celsius Fast-growing energy drink company expanding globally X. $ABNB Airbnb Global leader in short-term vacation rentals X. $PYPL Paypal Digital payments giant with Venmo and global reach X. $SOFI SoFi Technologies Fintech leader offering banking lending and investing X. $SHOP Shopify Top e-commerce platform for small and large businesses X. $NVDA NVIDIA Leader in AI gaming and data center GPUs X. $CRWD"
@meeijer Avatar @meeijer on X 2024-12-16 14:08:08 UTC 15.1K followers, 8219 engagements

"5) $CDLR Cadeler 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $CDLR is a danish offshore wind contractor operating advanced jack-up vessels specializing in turbine installation maintenance and decommissioning for large-scale renewable energy projects worldwide. In my opinion $CDLR is ridiculously cheap trading at a forward EV/EBITDA of around X. While sector sentiment is currently terrible $CDLR is absolutely a name that deserves a spot on everyones watchlist"
@meeijer Avatar @meeijer on X 2025-07-15 21:19:04 UTC 15.2K followers, 5724 engagements

"@StockMKTNewz $GOOGL deserves a significantly higher valuation imo"
@meeijer Avatar @meeijer on X 2025-07-24 08:25:36 UTC 15.2K followers, XXX engagements

"10) $GTLB Gitlab 5-year revenue CAGR: XX% $GTLB offers a comprehensive platform for software development integrating planning building securing and deploying software seamlessly across various What makes $GTLB stand out is its single comprehensive platform. It covers the entire DevSecOps lifecycle from planning to deployment eliminating the need for multiple disparate tools"
@meeijer Avatar @meeijer on X 2025-07-18 20:35:04 UTC 15.2K followers, 6330 engagements

"8) $NVDA increased its revenue at a CAGR of only X% from 2005 to 2015 but grew its revenue at a CAGR of XX% from 2015 to 2024"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:29 UTC 15.1K followers, 1110 engagements

"@TacticzH I believe $ASML is a solid buying opportunity"
@meeijer Avatar @meeijer on X 2025-07-21 08:54:29 UTC 15.1K followers, 1290 engagements

"@NighthawkTradez Indeed With a bit of luck at the end of this year $HIMS"
@meeijer Avatar @meeijer on X 2025-07-24 11:56:42 UTC 15.2K followers, XXX engagements

"2) $HIMS Hims&Hers 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $HIMS is a telehealth company offering personalized wellness products including hair loss skincare and mental health treatments with a strong focus on affordable direct-to-consumer care. I believe $HIMS has an exceptional management team with the ability to execute over the next 5-10 years. If they deliver $HIMS has the potential to become a 10-bagger"
@meeijer Avatar @meeijer on X 2025-07-15 21:18:57 UTC 15.2K followers, 5748 engagements

"9) $AMDs data center revenue has grown at a CAGR of XX% over the past X years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:31 UTC 15.2K followers, 2600 engagements

"$HIMS does NOT want to close below $XX 🤣"
@meeijer Avatar @meeijer on X 2025-07-22 17:59:34 UTC 15.2K followers, 8771 engagements

"$NBIS has 5xd its revenue over the past year and is expected to 5x their revenue over the next year. What a company"
@meeijer Avatar @meeijer on X 2025-07-19 14:10:04 UTC 15.2K followers, 29.1K engagements

"Buy one hold one sell one: $HIMS $XXXXX $OSCR $XXXXX $ASTS $XXXXX What would you do"
@meeijer Avatar @meeijer on X 2025-07-12 18:58:35 UTC 15.1K followers, 20.2K engagements

"My favorite stocks in each of these sectors: Healthcare: $HIMS Hims&Hers $TMDX Transmedics $DCTH Delcath Semiconductors (-equipment): $AMD Advanced Micro Devices $LRCX Lam Research $ASML ASML $TSM Taiwan semi $NVDA Nvidia Space economy: $ASTS AST Spacemobile $RKLB Rocket lab Cloud: $NBIS Nebius $AMZN Amazon (AWS) $GOOGL Alphabet (GCP) Renewable energy: $CDLR Cadeler $ENPH Enphase energy $FSLR First Solar Fintech: $SOFI Sofi tech $DLO Dlocal $ADYEN.AS Adyen Biotech: $ALVO Alvotech What stocks would you add"
@meeijer Avatar @meeijer on X 2025-07-02 20:48:28 UTC 15.1K followers, 29.7K engagements

"3) $ITECH I-Tech AB 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $ITECH is a swedish biotech company behind Selektope a unique non-metal antifouling additive used in marine coatings to reduce barnacle growth and fuel consumption. $ITECH is an underfollowed microcap operating in a highly niche sector. While there are some overhanging risks (such as the potential non-renewal of Selektopes approval in Europe) $ITECH benefits from a wide moat and significant room for growth in an underpenetrated market. Thanks @SimeonResearch_ for bringing this company to my attention"
@meeijer Avatar @meeijer on X 2025-07-15 21:19:00 UTC 15.1K followers, 5635 engagements

"$NBIS had XX MW of data center capacity last year. Its projected to exceed X GW next year. Thats some stellar growth"
@meeijer Avatar @meeijer on X 2025-07-24 16:12:51 UTC 15.2K followers, 12.1K engagements

"During this volatile market there are still some amazing deals: $NBIS under $XX $HIMS under $XX $GOOGL under $XXX $NVO under $XX $SOFI under $XX $OSCR under $XX $ASTS under $XX $DLO under $XX $CDLR under $XX Which are you buying"
@meeijer Avatar @meeijer on X 2025-06-05 21:03:40 UTC 15.2K followers, 42.4K engagements

"If I were to build a $100K portfolio today heres how Id do it: $HIMS $15K $NBIS $15K $CDLR $10K $GOOGL $10K $AMZN $10K $AMD $10K $DLO $10K $TMDX $10K $ASML $10K How would your $100K portfolio look like"
@meeijer Avatar @meeijer on X 2025-07-13 20:25:38 UTC 15.2K followers, 29.7K engagements

"When you see a chart like this you know the company is something special. $HIMS"
@meeijer Avatar @meeijer on X 2025-07-16 20:32:53 UTC 15.1K followers, 23.9K engagements

"@InveStudentt XX% is a bit too much imo but theyre definitely trading at a discount"
@meeijer Avatar @meeijer on X 2025-07-20 18:10:10 UTC 15.1K followers, XXX engagements

"@QualityInvest5 I agree $GOOGL is significantly undervalued here. I believe $GOOGL should be trading around $XXX but Im not buying"
@meeijer Avatar @meeijer on X 2025-07-22 13:24:54 UTC 15.1K followers, XXX engagements

"5 growth stocks I would buy right now: $HIMS Hims&Hers $NBIS Nebius $DLO Dlocal $CLDR Cadeler $AMD Advanced Micro Devices X quality stocks I would buy right now: $NVO Novo Nordisk $ASML Asml $GOOGL Alphabet $AMZN Amazon $TSM Taiwan Semi Do you agree"
@meeijer Avatar @meeijer on X 2025-06-13 20:46:31 UTC 15.2K followers, 33.4K engagements

"3) $DUOL Duolingo 5-year revenue CAGR: XX% $DUOL is a popular language-learning application that uses game-like features and AI to deliver personalized easy-to-follow lessons to users worldwide. What makes $DUOL stand out is its highly effective gamified approach to language learning. This strategy makes the process addictive engaging and accessible to millions through bite-sized lessons and a fun competitive environment. In my opinion $DUOL is one of the strongest businesses in the world"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:49 UTC 15.2K followers, 6302 engagements

"10 non-us growth machines every investor should have on their radar: 1) $NBIS Nebius Description: $NBIS is a cloud computing platform offering AI infrastructure and development tools for enterprises and researchers. Why should you consider owning $NBIS Perfectly positioned to benefit from AI-boom Founder-led Amazing revenue growth: XXX% YoY Rapid international expansion is underway $NVDA has a XX% stake Owns X subsidiaries with each having huge potential: Toloka: Data processing and annonation: XXX% YoY revenue growth Tripleten: Edtech: XXX% YoY revenue growth Avride: Autonomous vehicles and"
@meeijer Avatar @meeijer on X 2025-07-05 20:30:01 UTC 15.2K followers, 180.8K 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"
@meeijer Avatar @meeijer on X 2025-07-20 20:03:51 UTC 15.2K followers, 62.7K engagements

"@MMoney642 Amazing thread $HIMS $CDLR and $TMDX are my favorites from this list imo but there are a lot of other great companies here"
@meeijer Avatar @meeijer on X 2025-07-21 20:10:46 UTC 15.2K followers, 3330 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"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:55 UTC 15.2K followers, 5397 engagements

"My 3-year bear base and bull case for these XX stocks assuming no further dilution or buybacks are issued (A thread 🧵): 1) $HIMS Hims&Hers Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $5.16B EBITDA margin FY2028: XX% EBITDA FY2028: 1.135B Multiple: XX 2028 Market cap: 24.98B Share price: 24980000000/222000000 = $XXXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $4.58B EBITDA margin FY2028: XX% EBITDA FY2028: 916M Multiple: XX 2028 Market cap: 18.32B Share price: 18320000000/222000000 ="
@meeijer Avatar @meeijer on X 2025-07-11 21:10:12 UTC 15.2K followers, 68.6K engagements

"@SimeonResearch_ - $ASML $NBIS - $HIMS $TMDX $AMD $AMZN $GOOGL - $CDLR - $DLO"
@meeijer Avatar @meeijer on X 2025-07-18 14:55:30 UTC 15.1K followers, XXX engagements

"@TacticzH Great thread From this list I own $HIMS $AMD and $DLO. But Im watching $TSM and $ADYEN closely"
@meeijer Avatar @meeijer on X 2025-07-20 13:58:18 UTC 15.2K followers, 2055 engagements

"Stocks which I believe will at least double over the next X years: $HIMS Hims&Hers $AMD Advanced Micro Devices $NBIS Nebius $GOOGL Alphabet $CDLR Cadeler $DLO Dlocal Agree"
@meeijer Avatar @meeijer on X 2025-06-29 20:47:55 UTC 15.1K followers, 62.1K engagements

"2) $TMDX has nearly 10xd its revenue over the past X years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:16 UTC 15.2K followers, 3976 engagements

"8) $OSCR Oscar Health Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $11.25B Revenue FY2028: $17.1B Operating margin FY2028: X% Operating income FY2028: 855M Multiple: XX 2028 Market cap: 8.55B Share price: 8550000000/250000000 = $XXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $11.25B Revenue FY2028: $16.23B Operating margin FY2028: X% Operating income FY2028: 649M Multiple: X 2028 Market cap: 5.19B Share price: 5190000000/250000000 = $XXXXX Upside: XX% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $11.25B Revenue"
@meeijer Avatar @meeijer on X 2025-07-11 21:10:18 UTC 15.2K followers, 5584 engagements

"@SimeonResearch_ I'm starting to like $ITECH more and more"
@meeijer Avatar @meeijer on X 2025-07-16 19:02:41 UTC 15.1K followers, XXX engagements

"5) $CDLR Cadeler Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $608M Revenue FY2028: $1.5B EBITDA margin FY2028: XX% EBITDA FY2028: 750M Multiple: XX 2028 Market cap: 7.5B Share price: 7500000000/87719000 = $XXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $608M Revenue FY2028: $1.34B EBITDA margin FY2028: XX% EBITDA FY2028: 536M Multiple: X 2028 Market cap: 4.288B Share price: 4288000000/87719000 = $XXXXX Upside: XXX% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $608M Revenue FY2028: $1.668B EBITDA margin FY2028:"
@meeijer Avatar @meeijer on X 2025-07-11 21:10:15 UTC 15.1K followers, 5697 engagements

"Stocks that I believe will at least become 5-baggers: $AMD Advanced Micro Devices $HIMS Hims&Hers $DLO Dlocal $NBIS Nebius Agree"
@meeijer Avatar @meeijer on X 2025-07-14 20:46:28 UTC 15.1K followers, 20.1K engagements

"My ratings on stocks: Strong buy: $HIMS Hims&Hers $GOOGL Alphabet $NVO Novo Nordisk $ASML Asml $CDLR Cadeler $AMD Advanced Micro Devices Buy: $ASTS AST Spacemobile $AMZN Amazon $NBIS Nebius $OSCR Oscar Health $SOFI Sofi tech $HOOD Robinhood $NVDA Nvidia $LMND Lemonade $MELI Mercado Libre Hold: $MSFT Microsoft $AAPL Apple $CRWD Crowdstrike Do you agree"
@meeijer Avatar @meeijer on X 2025-06-09 20:24:04 UTC 15.1K followers, 68.7K engagements

"Which of these companies do you think is the best buy at the moment $GOOGL $XXXXXX $HIMS $XXXXX $TMDX $XXXXXX $OSCR $XXXXX $ITECH $XXXXXX $DLO $XXXXX $NBIS $XXXXX $ASTS $XXXXX $CDLR $20.91"
@meeijer Avatar @meeijer on X 2025-07-19 19:59:47 UTC 15.2K followers, 88.2K engagements

"@SimeonResearch_ Im currently researching $ITECH - looks very interesting Also excited to see that $ILYDA thesis"
@meeijer Avatar @meeijer on X 2025-07-12 14:39:10 UTC 15.1K followers, XXX engagements

"@NighthawkTradez 2) $HIMS has @AndrewDudum 3) $HIMS has Dheerja 4) $HIMS has Mo 5) $HIMS has Nader"
@meeijer Avatar @meeijer on X 2025-07-23 16:00:53 UTC 15.1K followers, XXX 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"
@meeijer Avatar @meeijer on X 2025-07-06 21:04:21 UTC 15.2K followers, 16K engagements

"3) $HIMS revenue has more than 30xd over the past X years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:19 UTC 15.2K followers, 1744 engagements

"9 strong businesses that have grown their revenues at a CAGR of 30%+ over the last X years and are expected to grow their revenue at a 20%+ CAGR over the next X years that everyone should have on their radar: 1) $DLO D-local 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $DLO is a digital payment platform expanding financial inclusion in emerging markets offering fast low-cost cross-border payment solutions for individuals and businesses. This is one of my favorite popular FinX stocks: strong growth a great CEO and already profitable. Additionally I think the take rate will stabilize"
@meeijer Avatar @meeijer on X 2025-07-15 21:18:54 UTC 15.2K followers, 67.5K engagements

"@BullTradeFinder Only $HIMS from those four"
@meeijer Avatar @meeijer on X 2025-07-22 19:18:12 UTC 15.1K followers, XXX engagements

"4) $XXX Life360 5-year revenue CAGR: XX% $XXX is a leading family safety app providing real-time location sharing driving insights crash detection and digital safety features through a freemium model and acquired hardware like Tile. Although Life360 has already experienced tremendous revenue and share price growth I believe there are still significant growth drivers ahead. These include: Deeper international expansion Leveraging first-party data for targeted ads Expanding the ecosystem (pets and objects) Strategic partnerships Life360is uniquely positioned to capitalize on these growth"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:51 UTC 15.2K followers, 5680 engagements

"Companies that I believe will become at least 5-baggers: $DLO Dlocal $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices $ASTS AST Spacemobile $SOFI Sofi tech Do you agree"
@meeijer Avatar @meeijer on X 2025-06-18 20:45:24 UTC 15.1K followers, 35.4K engagements

"Which of these portfolios do you think will deliver the highest return Portfolio 1: $HIMS $LFMD $OSCR $TMDX Portfolio 2: $NVDA $AMD $TSM $ASML Portfolio 3: $ASTS $RKLB $LMND $PLTR Portfolio 4: $NBIS $AMZN $GOOGL $CRWV"
@meeijer Avatar @meeijer on X 2025-07-17 20:38:44 UTC 15.2K followers, 24.2K 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"
@meeijer Avatar @meeijer on X 2025-06-25 21:00:34 UTC 15.2K followers, 47.2K 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"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:58 UTC 15.2K followers, 4924 engagements

"2) $SHOP Shopify 5-year revenue CAGR: XX% $SHOP provides an e-commerce platform for businesses of all sizes enabling online store creation sales management and customer engagement tools globally. What sets Shopify apart is its unparalleled accessibility and comprehensive suite of tools empowering anyone to easily launch manage and scale an online business regardless of technical expertise. Id love to get in on this one but right now its just too expensive"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:47 UTC 15.1K followers, 6041 engagements

"@TacticzH $MSFT yes because of valuation but $TKWY because theyre being acquired by Prosus (And because they suck haha)"
@meeijer Avatar @meeijer on X 2025-07-11 09:27:21 UTC 15.1K followers, XXX engagements

"@TacticzH $ADYEN trades at a P/S of XX while $DLO trades at a P/S of only 4"
@meeijer Avatar @meeijer on X 2025-07-21 13:15:22 UTC 15.1K followers, XXX engagements

"Gemini $GOOGL now has 450M MAUs. Thats over X% of the worlds population. Just saying"
@meeijer Avatar @meeijer on X 2025-07-24 14:13:55 UTC 15.2K followers, 4176 engagements

"@adudetrading No instead BofA lowers their target to $XX because $HIMS experienced an increase in share price or for whatever nonsense reason"
@meeijer Avatar @meeijer on X 2025-07-19 18:19:35 UTC 15.1K followers, XX engagements

"Great thread man I agree expanding into new verticals does bring more risks to the table but for $HIMS to maintain its growth this is a necessary step. In my opinion the biggest risk for $HIMS is failing to continue expanding as this would lead to a meaningful slowdown in growth over the coming years"
@meeijer Avatar @meeijer on X 2025-07-22 18:35:14 UTC 15.2K followers, XXX engagements

"4) $SHOP Shopify 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $SHOP is a leading e-commerce platform empowering businesses of all sizes with user-friendly tools for online store creation payment processing and seamless multichannel sales worldwide. Its an amazing high-quality business with a strong moat. The only drawback is it trades at a P/FY2027 earnings multiple of XX undeniably high. Thats why Im staying away until it drops below $70"
@meeijer Avatar @meeijer on X 2025-07-15 21:19:02 UTC 15.2K followers, 5111 engagements

"@Ashton_1nvests Nice targets I posted almost the same ones a few days ago haha:"
@meeijer Avatar @meeijer on X 2025-07-22 15:02:31 UTC 15.1K followers, 1136 engagements

"@YodaStockInvest Probably not buying $ASML under $100"
@meeijer Avatar @meeijer on X 2025-07-23 06:06:19 UTC 15.1K followers, XXX engagements

"6) AWS Revenue has grown at a CAGR of nearly XX% over the past XX years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:25 UTC 15.2K followers, 1252 engagements

"Here are XX subscription-based machines compounding fast (25%+ CAGR) which everyone should have on their watchlist: 1) $HIMS Hims&Hers 5-year revenue CAGR: XX% $HIMS offers a large variety of prescription treatments across key health categories like sexual health dermatology mental health and weight loss. Its the largest company in its sector and I believe $HIMS will be a disruptor. The sector $HIMS operates in telehealth is revolutionary and only getting bigger. Its revolutionizing healthcare by offering: Ease of use Time-efficient Effectiveness Affordability Its my highest conviction play"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:45 UTC 15.2K followers, 84.1K engagements

"10 very undervalued stocks at the moment: (This is not in a specific order) 1) $HIMS Hims&Hers 2) $CDLR Cadeler 3) $DLO Dlocal 4) $AMD Advanced Micro Devices 5) $NBIS Nebius 6) $GOOGL Alphabet 7) $AMZN Amazon 8) $OSCR Oscar Health 9) $ASML Asml 10) $NVO Novo Nordisk Which are you buying"
@meeijer Avatar @meeijer on X 2025-06-12 21:11:30 UTC 15.1K followers, 42.7K engagements

"@MMoney642 Nice thread man Unfortunately I didnt open a position in $UBER even though that was my plan around $XX about X months ago"
@meeijer Avatar @meeijer on X 2025-07-23 05:53:08 UTC 15.2K followers, XXX 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"
@meeijer Avatar @meeijer on X 2025-07-04 20:53:56 UTC 15.2K followers, 19.8K engagements

"The following revenue numbers will blow you away: 1) $OSCR has grown its revenue at a CAGR of XXX% over the past X years"
@meeijer Avatar @meeijer on X 2025-07-21 20:36:14 UTC 15.2K followers, 34.4K engagements

"@TheBrilliantBu1 I prefer $GOOGL over $OSCR but I can see the case for both"
@meeijer Avatar @meeijer on X 2025-07-20 02:34:40 UTC 15.1K followers, 2915 engagements

"8) $TTD The Trade Desk 5-year revenue CAGR: XX% $TTD operates a leading independent demand-side platform for digital advertising enabling advertisers to manage optimize and buy data-driven ad campaigns. What makes $TTD special is its use of AI especially its Koa engine which optimizes programmatic ad buying across the open internet. It enables real-time bidding advanced audience targeting and omnichannel campaign optimization at scale"
@meeijer Avatar @meeijer on X 2025-07-18 20:35:00 UTC 15.2K followers, 4937 engagements

"If $AMD secures a XX% share of the data center AI accelerator market the segment could generate more than $120B in revenue in FY2030. With an assumed XX% net profit margin that would equate to $XX billion in earnings by FY2030. Using a 30x P/E multiple this segment alone could be valued at over $X trillion"
@meeijer Avatar @meeijer on X 2025-07-14 17:20:44 UTC 15.1K followers, 1242 engagements

"5) $TOST Toast 5-year revenue CAGR: XX% $TOST offers a comprehensive cloud-based point-of-sale and management platform specifically designed for restaurants streamlining operations and guest experiences. What differentiates $TOST is its deep singular focus on the restaurant industry. It delivers an end-to-end integrated platform covering everything from POS and online ordering to payroll kitchen displays and guest engagement; all tailored to restaurant workflows"
@meeijer Avatar @meeijer on X 2025-07-18 20:34:53 UTC 15.2K followers, 5508 engagements

"50. $BKNG Booking Holdings Travel platform leader with brands like Priceline and Agoda XX. $ADBE Adobe Creative software leader with dominance in digital design and marketing tools XX. $CRM Salesforce Global CRM platform driving customer relationship innovation XX. $AVGO Broadcom Semiconductor and infrastructure software powerhouse XX. $KLAC KLA Corporation Key player in process control for semiconductor production XX. $PANW Palo Alto Networks Cybersecurity leader benefiting from increased demand for network protection XX. $FTNT Fortinet Innovator in cybersecurity hardware and software"
@meeijer Avatar @meeijer on X 2024-12-16 14:08:09 UTC 15.1K followers, XXX engagements

"In your opinion which of the following X stocks will deliver the highest return over the next X years 1) $HIMS Hims&Hers 2) $NBIS Nebius 3) $TSLA Tesla 4) $AMD Advanced Micro Devices 5) Other (stock of your choice)"
@meeijer Avatar @meeijer on X 2025-07-07 21:05:44 UTC 15.1K followers, 20.9K engagements