# ![@TheEUInvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::42615116.png) @TheEUInvestor The Acorn Investor

The Acorn Investor posts on X about $nbis, $hims, $oscr, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::42615116/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:interactions.svg)

- [--] Week [-------] -79%
- [--] Month [-------] +390%
- [--] Months [---------] +210%

### Mentions: [--] [#](/creator/twitter::42615116/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:posts_active.svg)

- [--] Week [--] +2.10%
- [--] Month [---] +10%
- [--] Months [---] +11%

### Followers: [-----] [#](/creator/twitter::42615116/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:followers.svg)

- [--] Week [-----] +0.20%
- [--] Month [-----] +2.70%
- [--] Months [-----] +95%

### CreatorRank: [-------] [#](/creator/twitter::42615116/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  72.8% [stocks](/list/stocks)  71.2% [technology brands](/list/technology-brands)  31.2% [cryptocurrencies](/list/cryptocurrencies)  8.8% [travel destinations](/list/travel-destinations)  4% [exchanges](/list/exchanges)  4% [social networks](/list/social-networks)  3.2% [automotive brands](/list/automotive-brands)  2.4% [countries](/list/countries)  2.4% [financial services](/list/financial-services)  1.6%

**Social topic influence**
[$nbis](/topic/$nbis) #49, [$hims](/topic/$hims) 12%, [$oscr](/topic/$oscr) 10.4%, [stocks](/topic/stocks) 8%, [ai](/topic/ai) 8%, [$iren](/topic/$iren) 7.2%, [investment](/topic/investment) #1097, [$googl](/topic/$googl) 6.4%, [clickhouse](/topic/clickhouse) #4, [business](/topic/business) 6.4%

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@alc2022](/creator/undefined) [@tacticzh](/creator/undefined) [@oguzerkan](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@anthonynoto](/creator/undefined) [@tedcruz](/creator/undefined) [@lemonadeinc](/creator/undefined) [@thetechinvest](/creator/undefined) [@futurenvesting](/creator/undefined) [@funofinvesting](/creator/undefined) [@optimistic24228](/creator/undefined) [@klamb33](/creator/undefined) [@patientinvestor](/creator/undefined) [@clearedgetrades](/creator/undefined) [@thelonginvest](/creator/undefined) [@moninvestor](/creator/undefined) [@simeonresearch](/creator/undefined) [@shaiwininger](/creator/undefined) [@richardwedekin1](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [CME Group Inc (CME)](/topic/$cme) [Adobe, Inc. (ADBE)](/topic/$adbe) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Decentral Games ICE (ICE)](/topic/$ice) [Msci Inc (MSCI)](/topic/$msci) [Spotify Technology (SPOT)](/topic/$spot) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [S&P Global Inc (SPGI)](/topic/$spgi) [Advanced Micro Devices (AMD)](/topic/$amd) [Altria Group Inc (MO)](/topic/$mo) [Mastercard, Inc. (MA)](/topic/$ma) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Metadium (META)](/topic/$meta) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Shopify Inc (SHOP)](/topic/$shop) [Brookfield Corporation (BN)](/topic/$bn) [Now Coin (NOW)](/topic/$now) [Snowflake Inc. (SNOW)](/topic/$snow) [AppLovin Corporation (APP)](/topic/$app) [psa10 coin (GRAIL)](/topic/$grail) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Royal Gold Inc (RGLD)](/topic/$rgld) [Royalty Pharma plc (RPRX)](/topic/$rprx) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Bitcoin (BTC)](/topic/$btc) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$HIMS just invested in the holy $GRAIL of multi-cancer early detection (MCED) Who just announced incredible results for their Galleri test Quick on Galleri: one blood draw checks for a shared cancer signal across 50+ cancers (including ones we dont screen for today) see👇 and points to where it likely started. Specificity is 99.599.6% (false positives 0.40.5%) and when it flags positive about 62% are confirmed cancers according to the studies This is HUGE ✅ It positions HIMS at the forefront of preventive oncology demand ✅ It strengthens the thesis of HIMS as a leader in PROACTIVE medicine ✅"  
[X Link](https://x.com/TheEUInvestor/status/1980355701026505088)  2025-10-20T19:29Z [----] followers, [----] engagements


"50 QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V ➡ 67% [--]. $RPRX ➡ 66% [--]. $CME ➡ 65% [--]. $MO ➡ 61% [--]. $BAM ➡ 61% [--]. $KSPI ➡ 60% [--]. $MA ➡ 59% [--]. $NVDA ➡ 59% [--]. $VNOM ➡ 57% [--]. $AER ➡ 56% [--]. $MSCI ➡ 54% [--]. $AEM ➡ 50% [--]. $PAC ➡ 50% [--]. $ICE ➡ 50% [--]. $SCCO ➡ 50% [--]. $UTHR ➡ 49% [--]. $DTM ➡ 49% [--]. $NVO ➡ 49% [--]. $BX ➡ 49% [--]. $TDG ➡ 48% [--]. $HOOD ➡ 47% [--]. $FICO ➡ 47% [--]. $B ➡ 47% [--]. $HOOD ➡ 46% [--]. $SCHW ➡ 46% [--]. $MCD ➡ 46% [--]. $AGI ➡ 46% [--]. $VRSK ➡ 45% [--]. $LLY ➡ 45% [--]. $CPAY ➡ 44% [--]. $WES ➡"  
[X Link](https://x.com/TheEUInvestor/status/2004250928719835255)  2025-12-25T18:00Z [----] followers, [----] engagements


"Oddity Tech Ouster or Ondas Holdings Which O small cap is most likely to +10x from here 🚀 $ODD: the consumer tech platform for the beauty and wellness market 🚀 $OUST: LiDAR for smart cities robotics industrials and AVs made in 🚀 $ONDS: autonomous drones counter-drone tech and mission critical networks Let me know your pick below 👇 https://twitter.com/i/web/status/2010102832679289080 https://twitter.com/i/web/status/2010102832679289080"  
[X Link](https://x.com/TheEUInvestor/status/2010102832679289080)  2026-01-10T21:33Z [----] followers, [----] engagements


"Stocks at the top of my watchlist: $CSU $ZETA $SPOT $OUST $META $DUOL Decisions decisions. Which would be your pick"  
[X Link](https://x.com/TheEUInvestor/status/2015501596755435540)  2026-01-25T19:06Z [----] followers, [----] engagements


"🚨WAYMO VALUED AT $126 BILLION🚨 From $45B in October [----] almost a 3x $GOOGL $TSLA $UBER"  
[X Link](https://x.com/TheEUInvestor/status/2018457726708244914)  2026-02-02T22:53Z [----] followers, [---] engagements


"PayPal hires its Chairman as CEOYes Enrique Lores has been Chairman since July [----]. This is NOT new $PYPL blood"  
[X Link](https://x.com/TheEUInvestor/status/2018744396762566904)  2026-02-03T17:52Z [----] followers, [---] engagements


"@QualityInvest5 PayPals Fiserv moment"  
[X Link](https://x.com/TheEUInvestor/status/2018791871498404204)  2026-02-03T21:01Z [----] followers, [---] engagements


"$LMND and $TSLA FSD👇 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0"  
[X Link](https://x.com/TheEUInvestor/status/2019461172135706969)  2026-02-05T17:20Z [----] followers, [---] engagements


"@shai_wininger @tedcruz @Lemonade_Inc A vote of confidence for the partnership"  
[X Link](https://x.com/TheEUInvestor/status/2019461416432861297)  2026-02-05T17:21Z [----] followers, [---] engagements


"Record hyperscaler capex = good for neoclouds Today it makes sense yesterday it didnt $NBIS $IREN $CRWC $CIFR"  
[X Link](https://x.com/TheEUInvestor/status/2019817243148992862)  2026-02-06T16:55Z [----] followers, [---] engagements


"@TheTechInvest Once it starts cashing in on those deals it will become clearer for the market"  
[X Link](https://x.com/TheEUInvestor/status/2020131901562916898)  2026-02-07T13:45Z [----] followers, [---] engagements


"Earnings Ill be following next week: Tuesday: $SPOT $HOOD $OSCR $SPGI Wednesday: $SHOP Thursday $NBIS $BN The one Im most looking forward to Nebius of course This a retail investor week ahead https://t.co/bGO2l0bzL2 This a retail investor week ahead https://t.co/bGO2l0bzL2"  
[X Link](https://x.com/TheEUInvestor/status/2020145861829840984)  2026-02-07T14:41Z [----] followers, [---] engagements


"@alc2022 Like $SPOT at these levels. $HIMS added a bit but will wait until earnings to add more. Will continue to hold $AMD Dont have the rest"  
[X Link](https://x.com/TheEUInvestor/status/2020440806209802347)  2026-02-08T10:13Z [----] followers, [----] engagements


"@RichardWedekin1 $BTC markets not reacting to the news"  
[X Link](https://x.com/TheEUInvestor/status/2020496492365226178)  2026-02-08T13:54Z [----] followers, [--] engagements


"@TacticzH My biggest buy during this software stock crash. Bookmarked for layer 🫡"  
[X Link](https://x.com/TheEUInvestor/status/2020500829275615411)  2026-02-08T14:11Z [----] followers, [---] engagements


"@BastianelliLore What about $PGR"  
[X Link](https://x.com/TheEUInvestor/status/2020536741203964050)  2026-02-08T16:34Z [----] followers, [---] engagements


"@QualityInvest5 Overvalued stocks can easily come back down to earth it happened to $NOW it could easily happen to $SHOP as well. Would also prefer $NOW at these levels and have been adding actually"  
[X Link](https://x.com/TheEUInvestor/status/2020631087509307540)  2026-02-08T22:49Z [----] followers, [---] engagements


"@QualityInvest5 $UBER has its fingers in so many mobility pies"  
[X Link](https://x.com/TheEUInvestor/status/2020631357165097393)  2026-02-08T22:50Z [----] followers, [---] engagements


"$SOFI launched in Hong Kong in [----] by acquiring [--] Securities now SoFi Hong Kong. In his recent interview with @Futurenvesting and @FunOfInvesting CEO @anthonynoto highlighted that SoFi will be shaping its international expansion strategy in [----]. Theres all whole world out there for $SOFI to expand to as of [----] and beyond. https://twitter.com/i/web/status/2020766942378807401 https://twitter.com/i/web/status/2020766942378807401"  
[X Link](https://x.com/TheEUInvestor/status/2020766942378807401)  2026-02-09T07:49Z [----] followers, [---] engagements


"$SOFI ROI on marketing spend ✅ Thats right @SoFiStadium is set to host the biggest game in football in [----]. See you next season https://t.co/cCe4hqJvnU Thats right @SoFiStadium is set to host the biggest game in football in [----]. See you next season https://t.co/cCe4hqJvnU"  
[X Link](https://x.com/TheEUInvestor/status/2020968625574711739)  2026-02-09T21:10Z [----] followers, [---] engagements


"@Investinc_Intel Couldnt agree more"  
[X Link](https://x.com/TheEUInvestor/status/2021121520072802498)  2026-02-10T07:18Z [----] followers, [--] engagements


"@QualityInvest5 Not one of the names Ive considered in this Saaspocalypse"  
[X Link](https://x.com/TheEUInvestor/status/2021135987892531359)  2026-02-10T08:15Z [----] followers, [--] engagements


"$NBIS beats the high point of its [----] ARR guidance by 14% and keeps its [----] guidance the same as last quarter. Im taking it as a mini sandbag what about you👇"  
[X Link](https://x.com/TheEUInvestor/status/2022069656446763138)  2026-02-12T22:05Z [----] followers, [----] engagements


"@Optimistic24228 @oguzerkan I prefer to be more conservative because of the capex and dilution involved. It has to work at 5x (for me) which it does and Ill take 10x for sure haha. Its a core position of mine"  
[X Link](https://x.com/TheEUInvestor/status/2022735582221242718)  2026-02-14T18:11Z [----] followers, [--] engagements


"@klamb33 For ClickHouse Its not listed"  
[X Link](https://x.com/TheEUInvestor/status/2022770475173102061)  2026-02-14T20:30Z [----] followers, [---] engagements


"@oguzerkan I like the 5x multiple versus the 10x I often see touted on around here 🫡"  
[X Link](https://x.com/TheEUInvestor/status/2022663097912078780)  2026-02-14T13:23Z [----] followers, [---] engagements


"@FrameworkWisely $RDDT is solid and is up 3x since the [----] IPO even after the recent drawdown"  
[X Link](https://x.com/TheEUInvestor/status/2022805771742822704)  2026-02-14T22:50Z [----] followers, [---] engagements


"@oguzerkan Nice list Bullish $AMZN $PYPL Legacy Education and InPost Im going to research further. Thanks for sharing"  
[X Link](https://x.com/TheEUInvestor/status/2006411903229136966)  2025-12-31T17:07Z [----] followers, [---] engagements


"@patientinvestor Love the visual Did an extensive list based on Operating Margins just before Christmas and on that basis $TPL also first. So many high quality companies [--] QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V ➡ 67% [--]. $RPRX ➡ 66% [--]. $CME ➡ 65% [--]. $MO ➡ 61% [--]. $BAM ➡ 61% [--]. $KSPI ➡ 60% [--]. $MA ➡ 59% [--]. $NVDA ➡ 59% [--]. $VNOM ➡ https://t.co/gyae9E4vfi [--] QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V"  
[X Link](https://x.com/TheEUInvestor/status/2012891432558674207)  2026-01-18T14:14Z [----] followers, [----] engagements


"PayPal is replacing CEO Alex Chriss PayPal tanking HARD PainPal confirmed $PYPL PAYPAL $PYPL JUST REPORTED EARNINGS EPS of $1.23 missing expectations of $1.28🔴 Revenue of $8.7B missing expectations of $8.8B🔴 PayPal's initial move in pre market trading is DOWN 10% 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/c8hMXe6SM5 PAYPAL $PYPL JUST REPORTED EARNINGS EPS of $1.23 missing expectations of $1.28🔴 Revenue of $8.7B missing expectations of $8.8B🔴 PayPal's initial move in pre market trading is DOWN 10% 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/c8hMXe6SM5"  
[X Link](https://x.com/TheEUInvestor/status/2018700671625601037)  2026-02-03T14:58Z [----] followers, [---] engagements


"$GOOGL Search grew +17% 🚀"  
[X Link](https://x.com/TheEUInvestor/status/2019155968068571427)  2026-02-04T21:07Z [----] followers, [----] engagements


"$HIMS invests in $GRAL $HIMS sells $GRAL products $HIMS makes money $GRAL makes money $GRAL gets more valuable $HIMS makes more money 🚨 $HIMS LAUNCHES MULTI-CANCER EARLY DETECTION TESTING 🚨 - $HIMS will offer access to Galleri an innovative blood test from $GRAL that screens for 50+ types of cancer. - $HIMS invested in $GRAL back in October [----]. - $HIMS customers can add the Multi-Cancer Test by Galleri https://t.co/ZXXXn9mNsL 🚨 $HIMS LAUNCHES MULTI-CANCER EARLY DETECTION TESTING 🚨 - $HIMS will offer access to Galleri an innovative blood test from $GRAL that screens for 50+ types of"  
[X Link](https://x.com/TheEUInvestor/status/2019420704429732132)  2026-02-05T14:39Z [----] followers, [---] engagements


"Absolute masterclass interview by @FunOfInvesting and @Futurenvesting 🫡. My perspective on $SOFI after watching the whole thing These remarks from @anthonynoto sum it up pretty well 😉 I think the stock is undervalued and I would be buying it here but I really cant buy or sell the stock without significant task implications until March 1st so you know if March 1st was last week I wouldve been buying the stock. E.P.I.C. interview Do yourself a favor and watch the full video. 📺👇 We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the"  
[X Link](https://x.com/TheEUInvestor/status/2020433706205212697)  2026-02-08T09:45Z [----] followers, [---] engagements


"Big Tech will spend $650B on Capex in [----] up from $375B in [----]. The big question: Who can pay for it with cash and who needs to finance it Heres the breakdown 👇 Alphabet $GOOGL ☑ [----] OCF: $165B ☑ [----] Capex Guide: $180B 🟢 Tight but covered by growing OCF Microsoft $MSFT ☑ [----] OCF: $161B ☑ [----] Capex Est: $135B 🟢 Comfortably covered printing cash Amazon $AMZN ☑ [----] OCF: $140B ☑ [----] Capex Guide: $200B 🔴 Not covered Financing/Debt needed. Meta $META ☑ [----] OCF: $116B ☑ [----] Capex Guide: $125B 🟢 Tight but covered by growing OCF The takeaway: Big Tech is pivoting from "Asset Light" to"  
[X Link](https://x.com/TheEUInvestor/status/2020626110321487914)  2026-02-08T22:29Z [----] followers, [---] engagements


"ClickHouse is next $NBIS $134B valuation for databricks with 5B of rev RR When will it go public https://t.co/zaj9rQwJUV $134B valuation for databricks with 5B of rev RR When will it go public https://t.co/zaj9rQwJUV"  
[X Link](https://x.com/TheEUInvestor/status/2020927271800860795)  2026-02-09T18:26Z [----] followers, [---] engagements


"@QualityInvest5 Definitely getting their Anthropic stake Space and Robotics moonshots for free as well"  
[X Link](https://x.com/TheEUInvestor/status/2022738681044345033)  2026-02-14T18:24Z [----] followers, [--] engagements


"$OSCR Lets see how the [----] guidance compares to [----] and [----] and my perspective on the valuation for 2027👇 Revenue 2024: $9.2B 2025: $11.7B [----] guide: $18.7 to $19B My take: 🚀🚀🚀 Medical Loss Ratio 2024: [----] % 2025: [----] % [----] guide: $82.4% to 83.4% My take: stabilizing needs to get to 81% SG&A Expense Ratio 2024: 19.1% 2025: 17.5% [----] guide: 15.8% to 16.3% My take: Will get to low teens eventually Lets say in [----] we get to: ✅ $20B of Premium revenues reflecting slow down due to subsidy expirations ✅ 82% MLR due to shift in membership mix with higher deductible Bronze Plans ✅ 15%"  
[X Link](https://x.com/TheEUInvestor/status/2022429579520954397)  2026-02-13T21:56Z [----] followers, [----] engagements


"@ClearEdgeTrades Yes allows us to accumulate more. ClickHouse already valued at $15B could definitely reach $SNOW valuation one day"  
[X Link](https://x.com/TheEUInvestor/status/2022750371521671540)  2026-02-14T19:10Z [----] followers, [---] engagements


"@TechEquityEng $NOW $CSU and $ADBE are my picks"  
[X Link](https://x.com/TheEUInvestor/status/2022761331879735301)  2026-02-14T19:54Z [----] followers, [---] engagements


"$NBIS ClickHouse just dropped its benchmarks against the BIG BOYS Databricks Snowflake $GOOGL BigQuery and $AMZN Redshift Clickhouse didnt just compete it CRUSHED on both speed & cost across 1B 10B and 100B row workloads👇 Oh and in case you werent aware: ☑ $SNOW = $75B market cap ☑ Databricks = $134B market cap ✅ All of $NBIS = $22B market cap $NBIS serious OPTIONALITY https://twitter.com/i/web/status/1999884531487199251 https://twitter.com/i/web/status/1999884531487199251"  
[X Link](https://x.com/TheEUInvestor/status/1999884531487199251)  2025-12-13T16:50Z [----] followers, 103K engagements


"$PATH is 📉 -83% since IPO great value or value trap"  
[X Link](https://x.com/TheEUInvestor/status/2020500504632348705)  2026-02-08T14:10Z [----] followers, [----] engagements


"$NBIS buried ClickHouse at the end of the Q4 update with almost zero page real estate. Yet if ClickHouse reaches Snowflakes valuation Nebius 25% stake would be worth as much as the core business market cap today. ClickHouse literally a hidden gem 🚨 $NBIS' COO just confirmed the company still owns a 25% stake in ClickHouse. https://t.co/8DQl1SX9dx 🚨 $NBIS' COO just confirmed the company still owns a 25% stake in ClickHouse. https://t.co/8DQl1SX9dx"  
[X Link](https://x.com/TheEUInvestor/status/2022666921334968428)  2026-02-14T13:39Z [----] followers, 20.7K engagements


"@TacticzH $CSU $NOW $ADBE Probably in that order for me"  
[X Link](https://x.com/TheEUInvestor/status/2023018335101980761)  2026-02-15T12:55Z [----] followers, [----] engagements


"@StockSavvyShay I dont think its unethical 100M if you take it now or 10M if you want to think about it for [--] hours"  
[X Link](https://x.com/anyuser/status/1941178737774694590)  2025-07-04T16:54Z [----] followers, [----] engagements


"Looking into $OSCR. Really like the: ✅ 20% CAGR to [----] w/o subsidies ✅ $2.25 EPS guidance for [----] ✅ ACA de-risking with ICHRA ✅ Attractive valuation Concerned that it: ❌ Has low operating margins ❌ Has regulatory dependency ❌ Is outside my circle of competence ➡ Risk-reward is looking favorable but I need to look into it more before diving in. I have until Monday. Morningstar has raised the fair value of $OSCR from $20 to $26. https://t.co/dI2AjTGI0r Morningstar has raised the fair value of $OSCR from $20 to $26. https://t.co/dI2AjTGI0r"  
[X Link](https://x.com/anyuser/status/1941194334512071020)  2025-07-04T17:56Z [----] followers, [----] engagements


"83% of $OSCR memberships come from only THREE states: 🙋52% in Florida (871881) 🙋♀23% in Georgia (379680) 🙋♂8% in Texas (141000) This is based on the [-------] members reported as of December 31st [----]. $OSCR investor should focus on regulatory developments (e.g. state-level tax credits) and ICHRA adoption trends in these states. Florida in particular My $OSCR deep-dive continues. Looking into $OSCR. Really like the: ✅ 20% CAGR to [----] w/o subsidies ✅ $2.25 EPS guidance for [----] ✅ ACA de-risking with ICHRA ✅ Attractive valuation Concerned that it: ❌ Has low operating margins ❌ Has regulatory"  
[X Link](https://x.com/anyuser/status/1941767162974105809)  2025-07-06T07:52Z [----] followers, 14.6K engagements


"@oguzerkan Agreed Ive chosen $OSCR as my pick reason why Im bullish in my pinned post"  
[X Link](https://x.com/anyuser/status/1945719694419186022)  2025-07-17T05:38Z [----] followers, [----] engagements


"$OSCR would have a $1.17 Trillion market cap if it traded at the same Price-to-Sales valuation as Palantir"  
[X Link](https://x.com/anyuser/status/1946150969378766984)  2025-07-18T10:12Z [----] followers, [----] engagements


"@Tech_Investor20 And above $2 EPS expected in 2027"  
[X Link](https://x.com/anyuser/status/1946181651735757213)  2025-07-18T12:13Z [----] followers, [----] engagements


"Unbelievable We've officially hit [----] followers 🙌 A massive thank you to each and every one of you for being here for your likes comments shares but most of all for making this community so amazing. Cheers🥂and lets keep the good vibes rolling"  
[X Link](https://x.com/anyuser/status/1946308169170288953)  2025-07-18T20:36Z [----] followers, [----] engagements


"With the revised [----] revenue guidance of $12.0 billion to $12.2 billion $OSCR is on track to grow 32% this year over FY [----] revenues of $9.2 billion. This is way ahead of its 2024E-2027E Total Revenue CAGR announced during the [----] Investors Day exactly a year ago. Notably there were no mentions today of revisions to the [----] and if this is maintained during the upcoming earnings call which is very likely in my opinion then this will be a very bullish sign for me. If they hit [----] EPS of $2.25 $OSCR will be a multi-bagger come [----] for sure"  
[X Link](https://x.com/anyuser/status/1947646563964358746)  2025-07-22T13:15Z [----] followers, 11K engagements


"@StockSavvyShay Now thats an increase. $AMD does have this window of opportunity now on the MI350 so they should try to close the gal with $NVDA as much as possible"  
[X Link](https://x.com/anyuser/status/1949766594915090722)  2025-07-28T09:39Z [----] followers, [----] engagements


"@joecarlsonshow Azure growing at 39% and Google Cloud at 32% but from a smaller base: $AMZN has 123B in TTM revenues $MSFT has 75B in TTM revenues $GOOGL has 49B in TTM revenues"  
[X Link](https://x.com/anyuser/status/1951036957037043970)  2025-07-31T21:47Z [----] followers, [----] engagements


"@TheLongInvest Plus they mentioned FCF will be positive in the 2nd half of the year"  
[X Link](https://x.com/anyuser/status/1952482837304910123)  2025-08-04T21:32Z [----] followers, [----] engagements


"$LMND had a great Q2 but how did Car do After all we all know their 10x plan depends on Car. So lets dive into it 👇 🚗 Car grew 12% sequentially from Q1 to Q2 outpacing overall IFP growth of 7.5% growing faster than Home and Pet. 🚗 Car commands the highest premium per customer by a big margin and it also grew faster than Home and Pet in Q2. 🚗 Their Q2 Car GLR of 82% was their lowest ever and theres space to drive this much lower and boost profits big. 🚗 Car growth will continue to accelerate since Car growth spend is increasing and so are conversion rates. 🚗 Car is less than 42%"  
[X Link](https://x.com/anyuser/status/1953203653893935513)  2025-08-06T21:16Z [----] followers, [----] engagements


"Brookfield $BN predicts that GPU as a Service demand will top $251 Billion by [----] from $30B in [----]. Nebius $NBIS CoreWeave $CRWV need I say more Source: Building the Backbone of AI Report - Aug 2025"  
[X Link](https://x.com/anyuser/status/1954968936421720491)  2025-08-11T18:11Z [----] followers, 14.3K engagements


"Brookfield $BN predicts that Total AI Compute demand (GW) will grow at a 28% 10-Year CAGR with AI Inference demand overtaking AI Training by [----] and becoming HUGE by [----] $AMD anyone 🚀🚀 And to $NBIS $CRWV holders on this down day: its a marathon not a sprint👇 Brookfield $BN predicts that GPU as a Service demand will top $251 Billion by [----] from $30B in [----]. Nebius $NBIS CoreWeave $CRWV need I say more Source: Building the Backbone of AI Report - Aug [----] https://t.co/oTGOfnawqL Brookfield $BN predicts that GPU as a Service demand will top $251 Billion by [----] from $30B in [----]. Nebius"  
[X Link](https://x.com/anyuser/status/1955703995223150895)  2025-08-13T18:52Z [----] followers, [----] engagements


"@HyperTechInvest Reading about Nvidias Rubin delay made me all warm and fuzzy 🚀🚀"  
[X Link](https://x.com/anyuser/status/1955725936977928321)  2025-08-13T20:19Z [----] followers, [----] engagements


"Good sign for the sector good for Oscar. $OSCR currently + 3% AH Warren Buffett added $UNH. This is the post. https://t.co/CguHnw9iqM Warren Buffett added $UNH. This is the post. https://t.co/CguHnw9iqM"  
[X Link](https://x.com/anyuser/status/1956097831980184043)  2025-08-14T20:57Z [----] followers, [----] engagements


"Some new insider selling announcements at Lemonade with CIO John Sheldon Peters selling $2.3M worth or just over 25% of his stake. A decent chunk On 13-Aug he acquired [-----] common shares by exercising a fully vested stock option at an exercise price of $11.61 per share. That same day he sold them at $60.00 per share a cool 5.2x 🚀 COO Adina Eckstein sold as well though only $290K or just over 2.5% of her stake. A non-event for her really"  
[X Link](https://x.com/anyuser/status/1956627969234878919)  2025-08-16T08:03Z [----] followers, [----] engagements


"Stocks Im considering right now: As a new position ➡ $IREN IREN ➡ $NBIS Nebius ➡ $ADBE Adobe ➡ $DECK Deckers ➡ $DUOL Duolingo To buy more into ➡ $PYPL PayPal ➡ $HIMS Hims & Hers ➡ $OSCR Oscar Health If you had to pick one of each at current valuations which ones would you go for"  
[X Link](https://x.com/anyuser/status/1957080194780672300)  2025-08-17T14:00Z [----] followers, 37.5K engagements


"Woke up to [----] followers Thank you all for your support and for making this community such a great a place The level of intellect and exposure to amazing ideas is simply unparalleled 👌 Will definitely keep at it 💪 and see you at 2K. Cheers 🥂"  
[X Link](https://x.com/anyuser/status/1957696107787460741)  2025-08-19T06:48Z [----] followers, [----] engagements


"@TheTechInvest @TheLongInvest Great news Either way future is looking bright for $OSCR My $OSCR deep-dive continues as we confront the elephant in the room: the impending changes to ACA subsidies I've uncovered four more compelling reasons why Oscar Health ($OSCR) is likely to thrive even as the landscape shifts due to the One Big Beautiful Bill Act (OBBBA). My $OSCR deep-dive continues as we confront the elephant in the room: the impending changes to ACA subsidies I've uncovered four more compelling reasons why Oscar Health ($OSCR) is likely to thrive even as the landscape shifts due to the"  
[X Link](https://x.com/anyuser/status/1958981888875319463)  2025-08-22T19:57Z [----] followers, [----] engagements


"Google is worth $3.5T with sum of the parts vs its $2.5T market cap today ➡ 40% more upside potential. Yes $GOOGL is still underrated. PS: YouTube at $446B is valued very close to $NFLX at $511B. Google is underrated. https://t.co/DJAehCzvnP Google is underrated. https://t.co/DJAehCzvnP"  
[X Link](https://x.com/TheEUInvestor/status/1959144273644773654)  2025-08-23T06:42Z [----] followers, [----] engagements


"$HIMS has [---] open job positions and Ive broken it down so you dont need to: [--] in Pharmacy [--] in Engineering (incl. Director) [--] in Fulfilment [--] in Operations [--] in Quality (incl. Director) [--] in Finance [--] in Marketing (incl. Director) [--] in Analytics & Data Science (incl. Director) [--] in Care Operations [--] in Legal [--] in Corporate Affairs (incl. Director) [--] in Creative Looks like theyre investing in all the right places. Wouldve expected a bit more in Analytics maybe and Legal as well 😉 $HIMS NOW HAS OVER [---] JOB OPENINGS ON ITS CAREERS PAGE The highest number we've ever seen 🔥"  
[X Link](https://x.com/anyuser/status/1959734908185678011)  2025-08-24T21:49Z [----] followers, [----] engagements


"The S&P [---] has a new member ✖ $HOOD ✖ $SOFI ✖ $APP ✅ $IBKR Its only a matter of time for the others"  
[X Link](https://x.com/anyuser/status/1960213295509725381)  2025-08-26T05:30Z [----] followers, [----] engagements


"$HIMS needs to grow 25% CAGR to reach its [----] target of at least +$6.5B. Sounds reasonable to me Applying a very reasonable P/S of [--] to that results in a $32.5B valuation. $HIMS is currently trading for $10B"  
[X Link](https://x.com/anyuser/status/1960430023418241502)  2025-08-26T19:51Z [----] followers, 23.8K engagements


"Popular stocks that have KILLED IT over the last [--] years: 📈 $PLTR +1730% 📈 $APP +1712% 📈 $DAVE +1176% 📈 $HOOD +1039% 📈 $NVDA +966% 📈 $RKLB +742% 📈 $HIMS +631% 📈 $SPOT +532% 📈 $META +358% 📈 $IREN +337% 📈 $COIN +332% 📈 $ASTS +322% 📈 $SHOP +322% 📈 $SOFI +309% It pays to be patient dont you forget it"  
[X Link](https://x.com/anyuser/status/1960804148456071236)  2025-08-27T20:38Z [----] followers, [----] engagements


"I tried Google Translates new AI learning mode to see if it compares to $DUOL. And it does I can definitely see the similarities and I expect the gap to close quickly. But guess what Duolingo is also completely FREE. And much more fun engaging and marketable. This will likely remain so I dont see why a Duolingo user or target customer would ever choose Google translate instead. And $GOOGL has bigger fish to fry"  
[X Link](https://x.com/anyuser/status/1962274926544453946)  2025-08-31T22:02Z [----] followers, [----] engagements


"AI infra spend shows no signs of slowing: $AMD $NBIS $ASML $NVDA $GOOGL Its still early👇 Zuckerberg: Will invest around $600B by [----] - Zuckerberg says Meta will invest $600B in AI infra by [----]. - Meta already guided CapEx of $70B in [----] and $100B in [----]. - To actually reach $600B spending would need to jump to $200B in [----] and $300B in [----]. https://t.co/cPt2s7s4Fd Zuckerberg: Will invest around $600B by [----] - Zuckerberg says Meta will invest $600B in AI infra by [----]. - Meta already guided CapEx of $70B in [----] and $100B in [----]. - To actually reach $600B spending would need to jump"  
[X Link](https://x.com/anyuser/status/1964094502873780371)  2025-09-05T22:33Z [----] followers, 34.6K engagements


"@moninvestor This is going to make some noise. Very hard to ignore but my finger will still be hovering closely over the Buy button to take advantage of any big pullback"  
[X Link](https://x.com/anyuser/status/1964219276828549373)  2025-09-06T06:49Z [----] followers, [----] engagements


"20 HIGHLY profitable stocks with operating margins above 40%: [--]. $IBKR ➡ 84% [--]. $TPL ➡ 75% [--]. $VRSN ➡ 68% [--]. $V ➡ 67% [--]. $CME ➡ 65% [--]. $MO ➡ 59% [--]. $MA ➡ 59% [--]. $NVDA ➡ 58% [--]. $APP ➡ 56% [--]. $BX ➡ 56% [--]. $MSCI ➡ 54% [--]. $MCD ➡ 46% [--]. $FICO ➡ 46% [--]. $MSFT ➡ 46% [--]. $META ➡ 44% [--]. $HOOD ➡ 43% [--]. $MCO ➡ 42% [--]. $ICE ➡ 41% [--]. $COIN ➡ 41% [--]. $SPGI ➡ 40% Which of these do you own and which are you looking to buy Let me know 👇 https://twitter.com/i/web/status/1964392838701166890 https://twitter.com/i/web/status/1964392838701166890"  
[X Link](https://x.com/anyuser/status/1964392838701166890)  2025-09-06T18:18Z [----] followers, 21.3K engagements


"Salesforce vs Adobe: which is the better buy today👇 Salesforce $CRM 📈 Enterprise Value: $227.54B 📈 Revenue growth (YoY): 8.33% 📈 Operating Margin: 21.22% 📈 P/FCF (net of SBC): [-----] 📈 Net cash: $3.56B Adobe $ADBE 📈 Enterprise Value: $148.89B 📈 Revenue growth (YoY): 10.67% 📈 Operating Margin: 36.58% 📈 P/FCF (net of SBC): [-----] 📈 Net debt: $700M Conclusion ➡ Adobe has both better fundamentals and a better valuation while Salesforce thas the slightly better balance sheet. So I prefer $ADBE right now especially since I believe that AI will soon become a tailwind rather than a headwind"  
[X Link](https://x.com/anyuser/status/1966824675914191189)  2025-09-13T11:21Z [----] followers, [----] engagements


"$NBIS the $MSFT contract will generate $3.5B to $4B a year on average over the next five years. ➕CEO Arkady Volozh said Im happy toannounce the first ofthese contracts and Ibelieve there are more tocome. Mega bullish for $NBIS When you buy a stock like Nebius right now you have to know the crux of the thesis is $NBIS going from approximately $400m ARR in the most recent quarter to *at least* $900m ARR by the end of *this year.* Otherwise they have no business trading at 90x sales. Long $NBIS When you buy a stock like Nebius right now you have to know the crux of the thesis is $NBIS going from"  
[X Link](https://x.com/anyuser/status/1967179411406680167)  2025-09-14T10:51Z [----] followers, [----] engagements


"$HIMS at-home testing kit a key component of its flywheel. Test treat re-test now easier than ever Dropped off my $HIMS TRT testing kit today at FedEx (overnight shipping included). Blood collection was simple & painless. Kit was shipped from HIMS New Albany OH. Kit is being shipped to H&H Labs in Clark NJ. Will get my results in the HIMS app. @himshouse @wearehims Dropped off my $HIMS TRT testing kit today at FedEx (overnight shipping included). Blood collection was simple & painless. Kit was shipped from HIMS New Albany OH. Kit is being shipped to H&H Labs in Clark NJ. Will get my results"  
[X Link](https://x.com/anyuser/status/1968309789525696798)  2025-09-17T13:43Z [----] followers, [----] engagements


"Heres my [----] $HIMS valuation conservative as usual lets go👇 ☑ 6M subscribers in [----] or 2.4M in Q2 [--] growing at 20% CAGR. Conservative subscribers growth was 31% in Q2 [--]. ☑ Monthly ARPU of $100 in [----]. Conservative was $74 in Q2 [----] was growing pre GLP-1 blip + there is inflation ☑ Multiplying the two we get a [----] revenue estimate of $7.2B in line with Hims [----] guidance of at least $6.5B. ☑ If we assume a reasonable 20% operating margin we get $1.44B in [----] earnings. Also in line with guidance. ☑ Now slap a conservative 25x multiple on that and we get a [----] valuation for $HIMS of"  
[X Link](https://x.com/anyuser/status/1968486007642407037)  2025-09-18T01:23Z [----] followers, [----] engagements


"Wow [----] followers This community continues to inspire me with its incredible ideas and positive energy Thank you for your support and for being a part of this journey The best is yet to come And Ill be making so new announcements soon Cheers to all of you 🥂"  
[X Link](https://x.com/anyuser/status/1969390722328772831)  2025-09-20T13:18Z [----] followers, [----] engagements


"Stocks bought over the last month: ➡ $PYPL PayPal ➡ $NBIS Nebius ➡ $HIMS Hims & Hers Stocks Im considering right now: ➡ $NBIS Nebius (add) ➡ $ADBE Adobe (new) ➡ $PTRN Pattern Group (new) What about you What were your recent buys and which are you considering in the short term https://twitter.com/i/web/status/1969904302140346656 https://twitter.com/i/web/status/1969904302140346656"  
[X Link](https://x.com/TheEUInvestor/status/1969904302140346656)  2025-09-21T23:19Z [----] followers, [---] engagements


"@StockSavvyShay $SOFI will become a $100B market cap company or $85 per share"  
[X Link](https://x.com/anyuser/status/1969926818464694484)  2025-09-22T00:48Z [----] followers, [----] engagements


"@DividendDude_X Stupidly cheap value trap Until its not"  
[X Link](https://x.com/anyuser/status/1970130519385055501)  2025-09-22T14:18Z [----] followers, [----] engagements


"$HIMS has [---] open job positions and Ive broken it down so you dont need to: [--] in Pharmacy (incl. Director) [--] in Quality (incl. Director) [--] in Operations (incl. [--] Directors) [--] in Engineering [--] in Fulfilment [--] in Finance & Accounting [--] in Marketing (incl. Director) [--] in Creative (incl. [--] Directors) [--] in Analytics & Data Science [--] in Care Operations [--] in Legal [--] in People Operations [--] in Product Management [--] in Corporate Affairs (incl. Director) I notice a big general ramp up in Pharmacy and Quality recruitment (compared to my last update) as well as the beefing up of Operations and"  
[X Link](https://x.com/anyuser/status/1970277096254824782)  2025-09-23T00:00Z [----] followers, 13.8K engagements


"$NBIS = Next Big Investment Success Considering the state of the market $NBIS will likely go to $130 once they announce their new data center Then to $150 after the second data center And finally to $200 once they reveal a new hyperscaler deal with $ORCL https://t.co/DfCuHPhtsO Considering the state of the market $NBIS will likely go to $130 once they announce their new data center Then to $150 after the second data center And finally to $200 once they reveal a new hyperscaler deal with $ORCL https://t.co/DfCuHPhtsO"  
[X Link](https://x.com/anyuser/status/1970644074161189193)  2025-09-24T00:18Z [----] followers, [----] engagements


"$NBIS and $IREN data centres have achieved best-in-class Power Usage Efficiency (PUE) of [---] As a reminder PUEs averaged [----] last year according to Statista and have been more or less stagnant since 2018"  
[X Link](https://x.com/anyuser/status/1971478147129540858)  2025-09-26T07:33Z [----] followers, [----] engagements


"$NBIS Clickhouse competes with Databricks and Snowflake. It beats them in real-time analytics and demonstrated outperformance in compression capabilities and in its join workload benchmark tests. Databricks is valued at $100B Snowflake $SNOW is valued at $76B Clickhouse was last valued at $6.35B With Clickhouses triple-digit ARR growth the gap will close fast. Bullish for $NBIS who owned 28% at the time of the latest funding round $NBIS A former AWS Senior Analytics Specialist joined ClickHouse and decided to test the company's compression capabilities. The results: it outperformed every"  
[X Link](https://x.com/anyuser/status/1972973049936036093)  2025-09-30T10:33Z [----] followers, 14.7K engagements


"Shoutout Sunday 🙌 Inspired by the great work of @TacticzH I'm starting my own SO tradition. Im dedicating this SO to accounts 1K followers and below with GREAT community engagement: @6figurecheck all around @accounting_ds on $NBIS and $CIFR @BagelC47 on $NBIS $IREN and $LMND @BobbyFinanceX who just joined X @genZinvest0r on original $NBIS content @investingbyGenZ all around @OGCapital25 all around did great research on $LMND and $ROOT + anyone Ive forgotten to mention 😅 Give them all a follow and drop your favorite accounts below so we can keep the 🫶 going"  
[X Link](https://x.com/anyuser/status/1974864788925890690)  2025-10-05T15:50Z [----] followers, [----] engagements


"$NBIS ClickHouse peers Databricks and Snowflake valued at $100B+ and $85B respectively ClickHouse is growing at triple digit ARR closing that value gap FAST $NBIS Great interview with Aaron Katz Co-Founder and CEO of ClickHouse. Fun fact: Tesla now ingests over a billion events per second into ClickHouse. All of its observability data flows through ClickHouse they even have a table with a quadrillion rows. 🤯 ClickHouse's https://t.co/uXvG9BCEj8 $NBIS Great interview with Aaron Katz Co-Founder and CEO of ClickHouse. Fun fact: Tesla now ingests over a billion events per second into ClickHouse."  
[X Link](https://x.com/anyuser/status/1976372882495459447)  2025-10-09T19:43Z [----] followers, 11.8K engagements


"$LMND tanked 10% yesterday because of Chinese tariffs and rare earth metal export restrictions (make it make sense) $LMND has a beta of [----] if you dont enjoy rollercoasters🎢 then you have no business being on this ride Breaking: $LMND a Chinese insurance company getting hit HARD off after Trump hints at more China tariffs coming soon. https://t.co/DaxibsNe8O Breaking: $LMND a Chinese insurance company getting hit HARD off after Trump hints at more China tariffs coming soon. https://t.co/DaxibsNe8O"  
[X Link](https://x.com/anyuser/status/1976993313686503480)  2025-10-11T12:48Z [----] followers, 16.6K engagements


"$NBIS announced in June that it plans to launch its first major GPU cluster facility in the UK located just outside London early in the fourth quarter The time has come We should expect a positive announcement very soon and a whole set of new UK-based customers for Nebius"  
[X Link](https://x.com/anyuser/status/1977047260359016818)  2025-10-11T16:22Z [----] followers, 34.9K engagements


"@alc2022 Back of the napkin works if you need to calculate it out to the last decimal point then its likely to not be that great an investment"  
[X Link](https://x.com/anyuser/status/1978503174467063977)  2025-10-15T16:48Z [----] followers, [----] engagements


"$NBIS - Beyond ClickHouse Nebius stake in Toloka could also become a major value driver. Toloka powers leading AI labs cloud platforms and enterprise AI teams with expertly curated training data human evaluations and redteam safety assessments for LLMs VLMs coding models and agentic systems. Its backed not only by $NBIS but also by Bezos Expeditions (Jeff Bezoss investment arm) and Mikhail Parakhin CTO at $SHOP who is also Tolokas Executive Chairman. With an estimated [----] ARR of $5070M exposure to an exponentially expanding AI data market and a roster of AAA customers 👇 theres substantial"  
[X Link](https://x.com/anyuser/status/1979585583547556049)  2025-10-18T16:29Z [----] followers, [----] engagements


"@alc2022 Exactly PROACTIVE medicine just posted about why I think this going to be huge $HIMS just invested in the holy $GRAIL of multi-cancer early detection (MCED) Who just announced incredible results for their Galleri test Quick on Galleri: one blood draw checks for a shared cancer signal across 50+ cancers (including ones we dont screen for today) see👇 https://t.co/ZhdnEU1pG2 $HIMS just invested in the holy $GRAIL of multi-cancer early detection (MCED) Who just announced incredible results for their Galleri test Quick on Galleri: one blood draw checks for a shared cancer signal across"  
[X Link](https://x.com/TheEUInvestor/status/1980356686625042764)  2025-10-20T19:33Z [----] followers, [---] engagements


"@SimeonResearch_ $ANTA Antalpha Platform Holding Company"  
[X Link](https://x.com/TheEUInvestor/status/1980711161826800017)  2025-10-21T19:01Z [----] followers, [---] engagements


"$UBER expenses are up substantially that $479M legal charge definitely had an impact a reminder that $UBER is still a low margin business. Zooming out though margin have been trending upwards and legal one-off aside $UBER is firing on all cylinders. The thesis remains intact"  
[X Link](https://x.com/anyuser/status/1985812932748333563)  2025-11-04T20:54Z [----] followers, [----] engagements


"@mvcinvesting They said Q4 months ago its now Q4 and theyre opening. Continued execution from $NBIS"  
[X Link](https://x.com/anyuser/status/1986126099722420592)  2025-11-05T17:38Z [----] followers, [----] engagements


"$HIMS stock 📉-24% over the last [--] months. Also over the last [--] months: ✅ $GRAL investment cancer detection ✅ First prescription hair growth gummy ✅ Zava acquisition EU expansion ✅ Non-injectable weight loss kits ✅ Started dating $NVO again ✅ New Testosterone Vertical ✅ New Menopause Vertical ✅ At-home lab testing kit ✅ Did not lose a lawsuit ✅ Became a better deal 🚨 $HIMS IS UNDER $40 FOR THE FIRST TIME IN SIX MONTHS Even after Trump's deal with $LLY and $NVO many are worried that the FDA will ban compounded GLP-1s @Ashwinreads is doubling down: "Compounded GLP-1s aren't going anywhere.""  
[X Link](https://x.com/anyuser/status/1986869616745058358)  2025-11-07T18:53Z [----] followers, [----] engagements


"@moninvestor I keep forgetting to do Step 3"  
[X Link](https://x.com/anyuser/status/1986925816664469758)  2025-11-07T22:36Z [----] followers, [----] engagements


"$LMND Had a loss ratio of only 56% 🤯(attritional gross loss ratio) If $LMND manages to reduce LAE from 7% to 3.5% as per their plan this would bring the total gross loss ratio to under 60%. The margins will be insane $LMND car gross loss ratio came in at 76% but that include ca 9% LAE. Soooo. 😯🍋🚗 https://t.co/OIRaF5bgS9 $LMND car gross loss ratio came in at 76% but that include ca 9% LAE. Soooo. 😯🍋🚗 https://t.co/OIRaF5bgS9"  
[X Link](https://x.com/anyuser/status/1987137617792803123)  2025-11-08T12:38Z [----] followers, [----] engagements


"$NBIS the New Jersey DC at the center of the $MSFT looks very well advanced in this Reddit post from 51d ago👇 If someone could front run any official launch announcements by driving to Vineland to check out the status and report back that would be great. Ideally before earnings tomorrow 😆"  
[X Link](https://x.com/anyuser/status/1988020774192497133)  2025-11-10T23:07Z [----] followers, [----] engagements


"$NBIS CEO Arkady Volozh made it clear during the Earnings Call that the mega-deal contracts are complementary to the core AI cloud business a source of finance and path to scale. From the Earnings Report we are continuing to build a pipeline of new software and services which we believe will provide deep moats and differentiate Nebius from other cloud companies. This is why $NBIS is my favorite pick in the space"  
[X Link](https://x.com/anyuser/status/1988236367009112106)  2025-11-11T13:24Z [----] followers, [----] engagements


"$HIMS Labs is a paradigm shift: ✅ Clear interactive test results in-app with a nice UI ✅ Doctor-developed Action Plan to address issues with HIMS products 😉 ✅ Proprietary Biological Age estimation based on your results ✅ A subscription offering applying the tech SaaS model at a great price And this comes at the perfect time when health insurance premiums are skyrocketing and a record number of people are expected to drop their coverage The risk-reward is very compelling here"  
[X Link](https://x.com/anyuser/status/1989631182988877835)  2025-11-15T09:46Z [----] followers, [----] engagements


"$NBIS there are 120+ Emerging Neoclouds according to @SemiAnalysis_ 🤯. With so many players differentiation is the name of the game to avoid commoditization. This only strengthens my conviction that Nebiuss full-stack AI-optimized cloud services approach is the right path forwardand why this Neocloud Giant is poised to become a Neocloud Hyperscaler. Watch this space. $CRWV $IREN $APLD $RIOT $CIFR $WULF $HUT $CLSK $HIVE $WYFI $WLAC $DGXX $SLNH"  
[X Link](https://x.com/anyuser/status/1990060118994505966)  2025-11-16T14:11Z [----] followers, 13.6K engagements


"$SLNH in their latest earnings provided an update regarding their highly anticipated first AI/HPC focused Project Kati 2👇 Progress Theyve found a development partner and have started marketing the site to customers amid overwhelming interest that has got Soluna to explore ways to increase capacity on the site. Positive 👌 We even got a concrete go-live date range of end [----] to beginning [----] slightly later than my mid to end [----] estimate which is less positive Soluna (NASDAQ: $SLNH) reports Q325 results: 📈 Revenue 37% QoQ 💰 Gross profit to 28% 💵 Record $60M in cash reserves Were scaling"  
[X Link](https://x.com/anyuser/status/1990542784504218000)  2025-11-17T22:09Z [----] followers, [----] engagements


"$PYPL The emerging ads business looks very promising I just watched recent YouTube interviews with PayPal ads chief Dr. Mark Grether most notably one with @bandemedia (link in comments) and it really opened my eyes to the potential. Heres why👇 [--] Unrivaled "Transaction Graph" PayPal has a treasure trove of first-party data that most platforms cant match. ✅ Scale: Access to data from 400M users and 30M merchants globally ✅ Visibility: PayPal sees approximately 30% of all global e-commerce (TPV processed as % of global total) 🤯 ✅ Insights: Data aggregated from PayPal Venmo (including social"  
[X Link](https://x.com/TheEUInvestor/status/2007940574129578096)  2026-01-04T22:21Z [----] followers, 16.3K engagements


"Forbes just did a $LMND Home Insurance Review article in the UK. ✅ [--] Pros: Charitable aspects simple quote process good customer service ratings and [--] Cons 🤙 In the UK $LMND is partnered with big dog Aviva who does the underwriting. This allows $LMND: ✅ to enter foreign markets like the UK quickly ✅ to rely on Aviva for local regulations and local compliance in the UK ✅ to avoid taking on foreign underwriting risk. $LMND can focus on doing what it does best deliver unmatched Customer Experience. As we can see from their foreign expansion strategy $LMND is an insurance tech platform at its"  
[X Link](https://x.com/TheEUInvestor/status/1926211318572372211)  2025-05-24T09:39Z [----] followers, [----] engagements


"Great day for fashion stocks: Burberry +9.87% $ANF +6.54% Kering +5.59% LVMH +5.50% $VFC + 4.17% $NKE +3.42% $LULU +3.17% What moves are you making 👇"  
[X Link](https://x.com/TheEUInvestor/status/1940160264424550710)  2025-07-01T21:27Z [----] followers, 11.2K engagements


"Time for the results of my $OSCR deep dive Unpacking why theyll likely thrive despite the loss of ACA subsidies👇 ✅ The OBBBA includes a federal two-year tax credit incentive for small employers nationwide to adopt ICHRA/CHOICE arrangements ✅ Florida Oscar Healths largest market (50% of members) is seeing significant and growing ICHRA adoption and interest. ✅ Georgia and Texas (2nd and 3rd largest $OSCR markets) are considering legislation to introduce ICHRA tax credits for small employers at the state level ✅ Georgia is one of the most competitive and ICHRA-friendly states in terms cost"  
[X Link](https://x.com/TheEUInvestor/status/1941973173576040588)  2025-07-06T21:30Z [----] followers, 31.3K engagements


"My $OSCR deep-dive continues as we confront the elephant in the room: the impending changes to ACA subsidies I've uncovered four more compelling reasons why Oscar Health ($OSCR) is likely to thrive even as the landscape shifts due to the One Big Beautiful Bill Act (OBBBA). Let's dig in👇 ✅ ACA Subsidies Shift Dont Disappear When the enhanced ACA subsidies expire at the end of [----] as per OBBBA the original ACA subsidy structure though less generous will stay in place. People with incomes above 400% of the federal poverty level (FPL) would lose eligibility for subsidies and face much higher"  
[X Link](https://x.com/TheEUInvestor/status/1942320510634717199)  2025-07-07T20:31Z [----] followers, 46.9K engagements


"Burberry outperforming fashion peers over the last month: Burberry +31.79% $NKE +21.21% $ANF +19.80% BOSS +10.82% $VFC + 4.70% LVMH +4.46% Kering +2.57% The Burberry Festival campaign launched in June with new brand ambassadors such as #Seungmin definitely helped. https://twitter.com/i/web/status/1946600145199452180 https://twitter.com/i/web/status/1946600145199452180"  
[X Link](https://x.com/TheEUInvestor/status/1946600145199452180)  2025-07-19T15:56Z [----] followers, 67.5K engagements


"@TheValueTrade $45-$55 by [----] as per CEOs recent commentary"  
[X Link](https://x.com/TheEUInvestor/status/1949124933117702220)  2025-07-26T15:09Z [----] followers, [----] engagements


"$ASML 📈 +3.75% in markets so far. Semiconductors are exempt from the 15% tariffs in the - trade deal. Remember when $ASML stock tanked with Q2 [--] earnings Due to this phrase ➡ "while we still prepare for growth in [----] we cannot confirm it at this stage". They had attributed this statement to the tariff and geopolitical uncertainty. This is now largely mitigated with the new deal"  
[X Link](https://x.com/TheEUInvestor/status/1949735867586609262)  2025-07-28T07:37Z [----] followers, [----] engagements


"$UBER 📉-3.85% on the news Waymo will be partnering with Avis Budget Group $CAR when it launches in Dallas. 🚕 Avis will manage the fleet and riders will book through the Waymo app. This officially marks a shift from Waymos $UBER-only partnership approach. 🔴As an $UBER shareholder Im not happy. The thesis is less clear now for the U.S. There will be a lot of fragmentation. 🟢As a $GOOGL shareholder happy to see Waymo scale to yet another big city and staying ahead of the competition. https://twitter.com/i/web/status/1950298254224347555 https://twitter.com/i/web/status/1950298254224347555"  
[X Link](https://x.com/TheEUInvestor/status/1950298254224347555)  2025-07-29T20:51Z [----] followers, [----] engagements


"@StockSavvyShay Dont think so: $AMZN 123B in TTM revenues $MSFT 75B in TTM revenues $GOOG 49B in TTM revenues"  
[X Link](https://x.com/TheEUInvestor/status/1951034930663706866)  2025-07-31T21:39Z [----] followers, [----] engagements


"What if you could own the data moat of $FDS the indices moats of $SPGI & $MSCI and the stock exchange moats of $ICE & $CME all in one stock London Stock Exchange Group $LSEG is as close as it gets an incredible wide moat(s) business that you need to learn about 👇 Their Data & Analytics business 📈The #1 global real-time data provider (low latency) with a massive historical database of [---] exchanges [--] years. 📈The #3 global provider of pricing and reference data covering over [--] million financial instruments. 📈 Responsible for unique symbology infrastructure think ISIN LEI RIC etc. 📈"  
[X Link](https://x.com/TheEUInvestor/status/1952114264971358378)  2025-08-03T21:08Z [----] followers, 25.5K engagements


"Heres my [----] valuation for Nebius back of the envelope but lets go 👇 ☑ [--] GW capacity by [----] conservative theyre guiding for [--] GW by end of [----]. ☑ [----] ARR of $5M per MW highly conservative based on EOY25 connected power not active power. ☑ Multiplying the above we get 3000MW x $5M per MW = $15B revenue estimate in [----] conservative. ☑ If we assume 20% margin similar to Google Clouds (AWS is closer to 40%) this equals $3B in operating profit. ☑ If we slap a [--] P/E on that which I think would be reasonable we get a total value for $NBIS of $90B vs $17B today. Thats more than 5x from these"  
[X Link](https://x.com/TheEUInvestor/status/1956463582276895013)  2025-08-15T21:10Z [----] followers, [----] engagements


"Just looked into $IREN before deciding to buy $NBIUS Here is what I found: What I love about IREN ✅ Vertical integration: direct connection to the grid owns the land builds great DCs very energy efficient infrastructure ✅ BTC mining: can be used to finance expensive AI infra build and be used during HPC off-peak in the future. ✅ Undervaluation: it is valued as a $BTC miner not as an AI infrastructure stock with great assets and management. What I dont like about IREN ❌ Lack of Software: more risk of commoditisation vs $NBIS that provides an integrated software ecosystem. ❌ BTC volatility:"  
[X Link](https://x.com/TheEUInvestor/status/1958281248608227579)  2025-08-20T21:33Z [----] followers, [----] engagements


"Heres my updated [----] valuation for Nebius $NBIS. Lets dive right in👇 ☑ Theyre guiding for [--] GW connected capacity in [----] so lets take [--] GW by [----] with 50% as active. ☑ Lets also take a [----] ARR of $10M per MW based on [----] EoY guidance of $1B ARR for 100MW of active power. ☑ Multiplying the above we get 1500MW x $10M per MW = $15B revenue estimate in [----]. Nice 👌 ☑ If we assume 20% margin similar to Google Clouds (AWS is closer to 40%) this equals $3B in operating profit. ☑ If we slap a [--] P/E on that a bit more conservative than last time at [--] P/E we get a [----] value of $75B. ☑ Now"  
[X Link](https://x.com/TheEUInvestor/status/1961836175947112901)  2025-08-30T16:59Z [----] followers, 19.4K engagements


"SoFis @anthonynoto what a CV 👌 ✅ From CFO of the National Football League to the magnificent SoFi Stadium deal ✅ From $GS to the Wyndham Capital Mortgages Technisys Golden Pacific Bank [--] Securities Galileo and Zenbanx acquisitions. ✅ From COO at Twitter to leading a cultural turnaround and iterate learn iterate learn as a SoFi core value. Its all bearing fruit every day. $SOFI"  
[X Link](https://x.com/TheEUInvestor/status/1962632102500770093)  2025-09-01T21:42Z [----] followers, [----] engagements


"$HIMS following the launch of the new testosterone vertical its Hers turn for a new product launch HRT for women Somethings always cooking at HIMS & Hers 🚨💊 $HIMS EXECUTIVE TEAM 🚨 Currently meeting at Grand Del Mar Resort planning upcoming 🔥 HERS PRODUCT LAUNCH 🔥 (Reservation costs $1000-2200/night per room) 🤯🤯🤯 https://t.co/PA4K0LkRGG 🚨💊 $HIMS EXECUTIVE TEAM 🚨 Currently meeting at Grand Del Mar Resort planning upcoming 🔥 HERS PRODUCT LAUNCH 🔥 (Reservation costs $1000-2200/night per room) 🤯🤯🤯 https://t.co/PA4K0LkRGG"  
[X Link](https://x.com/TheEUInvestor/status/1967760532817252359)  2025-09-16T01:20Z [----] followers, [----] engagements


"@patientinvestor I can only agree 👇 What if you could own the data moat of $FDS the indices moats of $SPGI & $MSCI and the stock exchange moats of $ICE & $CME all in one stock London Stock Exchange Group $LSEG is as close as it gets an incredible wide moat(s) business that you need to learn about 👇 Their https://t.co/ay8qGYgYBT What if you could own the data moat of $FDS the indices moats of $SPGI & $MSCI and the stock exchange moats of $ICE & $CME all in one stock London Stock Exchange Group $LSEG is as close as it gets an incredible wide moat(s) business that you need to learn about 👇"  
[X Link](https://x.com/TheEUInvestor/status/1969080966447538248)  2025-09-19T16:47Z [----] followers, [----] engagements


"$NBIS - Just did a quick benchmark of Nebius CoreWeave and AWS using their NVIDIA H200 GPU website list prices. Spoiler alert 🚨 Nebius is the WINNER: 🥇Nebius at $3.50 per hour 🥈AWS $AMZN at $4.50 per hour 🥉CoreWeave $CRWV at $6.30 per hour See it for yourself below👇"  
[X Link](https://x.com/TheEUInvestor/status/1973660601009447052)  2025-10-02T08:05Z [----] followers, 103.2K engagements


"$NBIS and $IREN data centres have best-in-class Power Usage Effectiveness (PUE) of [----] but theres one company that beats them with an incredible PUE of [----] Enter Soluna Holdings $SLNH a $105M market cap company focused on sustainable computing for AI and Bitcoin Could this be the next big winner in this space Let me know why or why not👇"  
[X Link](https://x.com/TheEUInvestor/status/1974195371560562786)  2025-10-03T19:30Z [----] followers, 35K engagements


"$NBIS CEO Arkady Volozh owns 13% of Nebius shares and holds 55% of the voting power Full alignment full control and stake worth north of $4B"  
[X Link](https://x.com/TheEUInvestor/status/1984617821213770235)  2025-11-01T13:45Z [----] followers, 32.2K engagements


"I compared $NBIS $IREN and $CRWV using my self-developed "AI Full-Stack Model" (results 👇). Conveniently this framework clearly shows why $NBIS is my top pick in the space. It was designed to help me understand the competitive differences among neoclouds and how they differ from traditional DC real estate players like $EQIX. I genuinely look forward to your feedback so we can refine this model further. Hope you like it"  
[X Link](https://x.com/TheEUInvestor/status/1987540486282699245)  2025-11-09T15:19Z [----] followers, [----] engagements


"Heres my [----] valuation for $OSCR back of the envelope as usual. Lets Go ☑ [----] revenue guidance of $12B with 15% CAGR to [----] = $24B. Conservative: Q2 [--] growth was 30% ☑ [----] operating margin of 3% leading to operating income = $720M Conservative: $OSCR guiding 5% in [----] ☑ Slap a P/E ratio of [--] on the $720M to get the [----] valuation for Oscar Conservative: $UNH at [----] P/E today Putting it all together we get a [----] valuation for $OSCR of $10.8B vs $4.3B today. Thats a 2.5x in [--] years 👌 And you What are your thoughts on $OSCR in [----] Let me know👇"  
[X Link](https://x.com/TheEUInvestor/status/1959250373287321722)  2025-08-23T13:44Z [----] followers, [----] engagements


"@SimeonResearch_ @illyquid Looking at the Greek infrastructure stocks Piraeus Port and Athens Airport. If dividend taxes werent so high in Belgium I wouldve owned those. Theyre the only ones Ive looked into"  
[X Link](https://x.com/TheEUInvestor/status/1994171187409064087)  2025-11-27T22:27Z [----] followers, [---] engagements

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