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# ![@TheRayMyers Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1451630632799440898.png) @TheRayMyers Ray Myers

No specific recent news about Ray Myers is available in the provided context. The context appears to be a collection of stock-related tweets and analysis from various authors, focusing on different companies and their market performance.

### Engagements: XXXXXX [#](/creator/twitter::1451630632799440898/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451630632799440898/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +40%
- X Months XXXXXXXXX +696%
- X Year XXXXXXXXX +820%

### Mentions: XXX [#](/creator/twitter::1451630632799440898/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451630632799440898/c:line/m:posts_active.svg)

- X Week XXX +16%
- X Month XXX +19%
- X Months XXXXX -X%
- X Year XXXXX +129%

### Followers: XXXXXX [#](/creator/twitter::1451630632799440898/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451630632799440898/c:line/m:followers.svg)

- X Week XXXXXX +8.80%
- X Month XXXXXX +31%
- X Months XXXXXX +272%
- X Year XXXXXX +488%

### CreatorRank: XXXXXXX [#](/creator/twitter::1451630632799440898/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451630632799440898/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1451630632799440898/influence)
---

**Social category influence**
[stocks](/list/stocks)  #2123 [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #965 [finance](/list/finance)  #3738 [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [celebrities](/list/celebrities)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$zeta](/topic/$zeta) #1, [$nbis](/topic/$nbis) #5, [$nu](/topic/$nu) #1, [$grab](/topic/$grab) #2, [$amzn](/topic/$amzn) #9, [$oscr](/topic/$oscr) #3, [$googl](/topic/$googl) #387, [$sofi](/topic/$sofi) #5, [$iren](/topic/$iren) #24, [$pltr](/topic/$pltr) #17

**Top accounts mentioned or mentioned by**
[@realroseceline](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@dutchinvestors](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@grok](/creator/undefined) [@meeijer](/creator/undefined) [@sergeycyw](/creator/undefined) [@kaladindz](/creator/undefined) [@stefano__t](/creator/undefined) [@nifohuts](/creator/undefined) [@carmo_analyse](/creator/undefined) [@bedroomboogie](/creator/undefined) [@jonahlupton](/creator/undefined) [@gabgrowth](/creator/undefined) [@wealthyreadings](/creator/undefined) [@regulatedlegacy](/creator/undefined) [@gravitywellfund](/creator/undefined) [@sofigoodboy](/creator/undefined) [@adde0123](/creator/undefined) [@stockstormx](/creator/undefined)

**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NuCypher (NU)](/topic/$nu) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [IREN Limited (IREN)](/topic/$iren) [Palantir (PLTR)](/topic/$pltr) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [MercadoLibre Inc (MELI)](/topic/$meli) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Novo-Nordisk (NVO)](/topic/$nvo) [Sea Limited (SE)](/topic/$se) [Microsoft Corp. (MSFT)](/topic/$msft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Applovin Corporation (APP)](/topic/$app) [The Root Network (ROOT)](/topic/$root) [Tesla, Inc. (TSLA)](/topic/$tsla) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Dave Inc. Class A Common Stock (DAVE)](/topic/$dave) [Nike Inc (NKE)](/topic/$nke) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alibaba Group (BABA)](/topic/$baba) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Eli Lilly and Company (LLY)](/topic/$lly) [Shopify Inc (SHOP)](/topic/$shop) [Starbucks Corporation (SBUX)](/topic/$sbux) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Snowflake, Inc. (SNOW)](/topic/$snow) [Cream (CRM)](/topic/$crm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Oracle Corporation (ORCL)](/topic/$orcl) [Mario Coin (COIN)](/topic/$coin) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Trade Desk, Inc. (TTD)](/topic/$ttd)
### Top Social Posts [#](/creator/twitter::1451630632799440898/posts)
---
Top posts by engagements in the last XX hours

"8/ $OSCR Revenues $910M ➡ $10.5B 10x in X years"  
[X Link](https://x.com/TheRayMyers/status/1976717032000287198) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.6K followers, 3697 engagements


"6/ Nebius $NBIS is redefining cloud computing for the AI era delivering a next-generation infrastructure platform built expressly for developing and deploying advanced AI models. At the core of Nebiuss mission is the vision of its founder Arkady Volozh a visionary technologist whose vision continues to shape the companys trajectory. Volozhs focus on long-term innovation smart AI development and global aspirations drives Nebius to build infrastructure not for the breakthroughs of tomorrow. Under his leadership Nebius is positioning itself as a strategic backbone for the worlds most ambitious"  
[X Link](https://x.com/TheRayMyers/status/1977427762869575793) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:34Z 13.6K followers, XXX engagements


"5/ $IREN Forward Revenues $8M ➡ $2.5B 311x in X years UNBELIEVABLE"  
[X Link](https://x.com/TheRayMyers/status/1976717007174148325) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.5K followers, 5158 engagements


"@realroseceline Adbe and pypl are excellent examples. They might 2x to a higher multiple but they wont compound for a long term. These are yesterdays companies in tomorrows world"  
[X Link](https://x.com/TheRayMyers/status/1978987627400282119) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T00:53Z 13.6K followers, XXX engagements


"4/ $ZETA Marketing Automations Zeta Messaging is its omnichannel marketing offering. Their AI models use real-time behavior triggers such as cart abandonment cancelled subscriptions and loyalty program data to suggest customer retention actions. Using various automated customer reengagement tools emails SMS push notifications in-app messaging custom discounts promotions and more"  
[X Link](https://x.com/TheRayMyers/status/1979242453770088930) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:45Z 13.7K followers, XXX engagements


"3/ Low-Cost Operating Model $NU runs a low-cost digital-only mobile-first bank that enables them to service customers much cheaper than competitors. This is how you scale a business 📈 Revenue per customer: +270% 📉 Cost per customer: -27%"  
[X Link](https://x.com/TheRayMyers/status/1977419194401526190) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:00Z 13.7K followers, XXX engagements


"6/ GLP1 TAM The total global GLP1 market is projected to experience strong growth in the next decade as these medicines are extremely effective and safe. Analysts at Fortune Business Insights forecast that the GLP1 market will grow with a XXXX% CAGR till 2032. Reaching $187B"  
[X Link](https://x.com/TheRayMyers/status/1974890025847308333) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-05T17:30Z 13.7K followers, 6367 engagements


"5/ LVMH Under the steadfast vision of Bernard Arnault $MC became the architect of global luxury. Arnaults founder-led philosophy anchors every maison in heritage and craftsmanship while relentlessly pushing toward innovation and reinvention. This dual commitment has allowed LVMH to build enduring symbols of excellence and cultural relevance. LVMH elevates its maisons through data-informed client insights immersive retail experiences and carefully scaled digital craftsmanship always without sacrificing the rarity and desirability that define true luxury. By combining unparalleled global reach"  
[X Link](https://x.com/TheRayMyers/status/1977427731802390772) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:34Z 13.5K followers, XXX engagements


"Investors are sleeping on $ZETA Athena AI Their an innovative conversational AI chat solution. This puts $PLTR AIP on notice. This agentic AI system is built to drastically reduce the complexity by automating tedious tasks Athena could enable marketing teams to operate much simpler and faster. What $PLTR does to manufacturing companies Athena will do to marketing and advertising"  
[X Link](https://x.com/TheRayMyers/status/1977439202842169381) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T18:20Z 13.6K followers, 11.2K engagements


"👁 Harrow One Pager $HROW +25% YTD 🟢 Pharmaceutical company specializing in eye care. - Strong Drug Pipeline - Inflecting Profitability - XXX% 2027 FCF CAGR - Reasonable Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1975259887081857324) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-06T18:00Z 13.6K followers, 6526 engagements


"3/ $ZETA Data Advantage $ZETA collects more data than any other marketing software provider. - 245M US Consumers - 535M Global Consumers - XXX Interest Categories - 10B Transactions - 1.5B Emails - 1T+ Signals per month"  
[X Link](https://x.com/TheRayMyers/status/1979242445477957652) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:45Z 13.7K followers, XXX engagements


"@meeijer Retweeting a known stock pumper and course charlatan a day before you sell shares is dumb. This is not the first time he does something like this thus i have no trust in his ability to lead hims into the future"  
[X Link](https://x.com/TheRayMyers/status/1979216742778896543) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T16:03Z 13.6K followers, XXX engagements


"1) If that so why did $MSFT sign $17.4B deal with Nebius not Iren 2) You are confusing ARR with total revenue most of $IREN revenues come from bitcoin. $NBIS ARR will be at $1B by year-end $IREN cloud will be half of that. Per Analyst estimates Iren will have $2.5B in revenues by 2027 and that includes hundreds of millions of bitcoin revenues. Nebius will have $4.3B of pure AI revenues. 3) Iren is only Bare metal $NBIS is cloud"  
[X Link](https://x.com/TheRayMyers/status/1979073776420810944) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T06:35Z 13.7K followers, XXX engagements


"5/ Adyen $ADYEN global payments platform powers seamless commerce Digital payments are growing rapidly with trillions of dollars moving online and across borders every year. Adyens single platform helps businesses unify payments across channels online in-app in-store and on various platforms unlocking efficiency and scale. This global shift means businesses need reliable financial infrastructure and Adyen is perfectly positioned to capture this demand"  
[X Link](https://x.com/TheRayMyers/status/1962580346727198868) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-01T18:16Z 13.6K followers, XXX engagements


"14/ Growth Estimates Wall Street analysts expect that $S will grow significantly in the next X years Revenue $907M ➡ $1.42B +57% EBIT -$337M ➡ $162M +148% FCF $49M ➡ $214M +341% I could see $S 2X by 2027-28 and 3x by 2030-31"  
[X Link](https://x.com/TheRayMyers/status/1970903873016475971) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-24T17:31Z 13.6K followers, 1296 engagements


"My opinion on some popular stocks: Undervalued: - $NU - $DLO - $GRAB - $OSCR - $GOOGL - $AMZN - $MELI - $NBIS - $ROOT OK: - $META - $SE - $V - $MA - $MSFT - $NVDA Overvalued: - $LMND - $SHOP - $CRWD - $SNOW - $TSLA - $CRM - $DUO - $ADBE - $CRVW - $NKE - $SBUX - $HIMS Palantir: - $PLTR"  
[X Link](https://x.com/TheRayMyers/status/1974501098107875638) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T15:45Z 13.7K followers, 163.2K engagements


"$NBIS is the AWS of AI Even $AMZN just admitted in an internal memo that they are losing AI start-ups to "AI Clouds" (Read $NBIS) - $17.4B Deal with $MSFT - XXX% 2027 Revenue CAGR - $363B TAM - New Data Center in Alabama - Plans for many More This is a VC-like investment in public markets. Ordinarily we wouldn't even have a chance to invest if not for the spin-off from Yandex"  
[X Link](https://x.com/TheRayMyers/status/1979226229459898880) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T16:41Z 13.7K followers, 12.1K engagements


"8/ Adyen Pieter van der Does built $ADYEN with a clear vision to redefine how businesses manage payments in a rapidly evolving digital world. Recognizing early on that global commerce was becoming more interconnected and complex he set out to create a platform that could unify all payment experiences whether in-store or online. Under his leadership Adyen has become a powerful global payments infrastructure designed to eliminate inefficiency. As trillions of dollars move around Pieters focus has been on reliability scalability and innovation. Today Adyen reflects its founding philosophy a"  
[X Link](https://x.com/TheRayMyers/status/1977427822453960851) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:35Z 13.6K followers, XXX engagements


"@AlohaIEA The valuation is insane"  
[X Link](https://x.com/TheRayMyers/status/1978255563545841853) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T00:24Z 13.4K followers, XXX engagements


"If you had to go ALL-IN which name are you picking - $AMD - $HIMS - $NBIS - $LMND - $GRAB - $NVDA - $PLTR - $HOOD - $BABA - $SOFI - $MELI - $UBER - $OSCR - $TSM - $TLSA - $AMZN - $IREN - $GOOGL And why"  
[X Link](https://x.com/TheRayMyers/status/1978162744374300754) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-14T18:15Z 13.7K followers, 83.7K engagements


"$ASML is up XX% in the past X months 🔥 They report earnings on Wednesday here is what Wall Street Analysts are expecting: Revenue 7.75B +3.8% 🟡 EBIT 2.45B +0.2% 🟡 Net Income 2.1B -X% 🟡 FCF 2B +280% 🟢 Capex 462M +11% 🟡 Seems weak can ASML beat them"  
[X Link](https://x.com/TheRayMyers/status/1977422106909409771) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:12Z 13.6K followers, 3854 engagements


"BREAKING $AMZN is disrupting $MELI ohh wait they are not"  
[X Link](https://x.com/TheRayMyers/status/1974172703218188374) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-03T18:00Z 13.5K followers, 28.1K engagements


"4/ Shopify $SHOP guided by Tobi Ltke has become the backbone of global e-commerce by powering millions of small businesses with the infrastructure once reserved for giants. Ltkes founder-driven philosophy is clear build tools that give creators merchants and brands full control over their destiny in an internet dominated by platforms. Originally a simple e-commerce toolkit Shopify has evolved into a full-stack commerce platform including payments logistics storefronts and now AI-powered selling. While other platforms capture attention Shopify captures purchase intent owning the rails where"  
[X Link](https://x.com/TheRayMyers/status/1977427722654642253) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:34Z 13.5K followers, XXX engagements


"ASML Q3 Earnings One Pager $ASML +0.4% 🟡 First Reaction 🚨 Strong Net Bookings Revenue 7.5B +0.7% 🔴 (EST 7.75B) MISS Net Income 2.1B +2.3% 🟡 (2.06B) BEAT FCF +1.8B +266% 🔴 (2B) MISS Services Revenue +27.3% 🟢 Systems Deliveries -XX% 🔴 Net Bookings +105% 🟢 Dividend +4% 🟡"  
[X Link](https://x.com/TheRayMyers/status/1978328876817244536) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T05:15Z 13.6K followers, 13.5K engagements


"6/ This is how $ZETA Advertising works: 1) The advertiser uploads all creatives videos banners and posters on the platform. 2) Then they set campaign parameters budget cost-per-click return on ad-spend downloads whatever their goal is. 3) Zeta uses its identity graph to identify the target customer"  
[X Link](https://x.com/TheRayMyers/status/1979242476842938469) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:45Z 13.7K followers, XXX engagements


"OpenAI is getting into bed with $AVGO for 10GW of AI accelerators. Another few hundred billion dollars. Sam Altman's bedroom seems a bit full $NVDA $ORCL $AMD $CRWV and now $AVGO. How is he gonna pay for all of his wives Saudi's and the Gulf are rich but even they don't have $2T in cash lying around"  
[X Link](https://x.com/TheRayMyers/status/1977729608326729737) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-13T13:34Z 13.4K followers, 3922 engagements


"17/ Sea Limited $SE unites three powerful growth engines. - Shopee in e-commerce - Garena video gaming - Monee financial services This AI-enhanced ecosystem delivers improved shopping financial services and gaming experiences. $SE leverages data and AI to engage hundreds of millions of users across the region. For people of Southeast Asia that means convenience affordability and access to services once out of reach. For small merchants and gaming developers it opens new markets and growth opportunities. As the Southeast Asian booming economy leads to 200M people joining the middle class $SE"  
[X Link](https://x.com/TheRayMyers/status/1974520579941081270) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T17:02Z 13.6K followers, 9301 engagements


"Here are 🔟 AMAZING graphs on the stock market 1/ $NBIS Forward Revenues $14M ➡ $4.3B 321x in X years Absolute MADNESS"  
[X Link](https://x.com/TheRayMyers/status/1976716959845654632) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.7K followers, 61.2K engagements


"12/ AppLovin $APP is changing the mobile app ecosystem by using AI models and analytics to turbocharge ROI on ad spend. App developers struggle with fragmented ad networks manual targeting and inefficient monetization tools. Growing an app is slow costly and unpredictable. With $APP the process is radically smarter. Its proprietary AI engine analyzes billions of data points from over 1.6B users in real time matching the right users with the right apps. The platform dynamically optimizes ad spend ad formats and targeting strategies driving efficiency and impact at scale. The result is a"  
[X Link](https://x.com/TheRayMyers/status/1974520438681166208) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T17:02Z 13.5K followers, 10.3K engagements


"$WYFI is a $1.4B company with a $363B TAM. How much of that can they capture Certainly much much more than they have now"  
[X Link](https://x.com/TheRayMyers/status/1977782222733160920) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-13T17:03Z 13.7K followers, 4576 engagements


"🧠 Palantir One Pager $PLTR +132% 🚀 🚀 🚀 Data-as-a-Service AI and analytics software provider. - Strong Margins - XXX% Growth in Customers - XX% 2027 EPS CAGR - INSANE Valuation - XX% Above Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1978158987573936314) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-14T18:00Z 13.6K followers, 3434 engagements


"Which do you think is a better buy right now - $NBIS at $XXX - $IREN at $XX - $CRWV at $XXX - $HIMS at $XX - $WW at $XX - $NVO at $XX - $AMZN at $XXX - $MELI at $2185 - $SE at $XXX - $GRAB at $X - $UBER at $XX - $GOOGL at $XXX - $BABA at $XXX - $ORCL at $XXX - $AMD at $XXX - $NVDA at $XXX - $COIN at $XXX - $HOOD at $XXX - $CRCL at $XXX - $NU at $XX - $SOFI at $XX - $Dave at $XXX - $ADYEN at $1680 - $DLO at $XX - $PYPL at $65"  
[X Link](https://x.com/TheRayMyers/status/1974874832874438686) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-05T16:30Z 13.7K followers, 140K engagements


"3/ Nebius $100K NBIS is transforming the future of cloud computing for the AI era with an infrastructure platform purpose-built to develop and deploy artificial intelligence models. Nebius solutions empower organizations to create groundbreaking AI applications across diverse sectors including robotics healthcare finance defense agriculture pharmaceutical research materials science and more. The company just signed a massive 5-year $17.4B contract with Microsoft. It is currently expanding the data center business in: - Finland - Iceland - New Jersey - Alabama - UK - France - Israel"  
[X Link](https://x.com/TheRayMyers/status/1976339901789376886) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:32Z 13.7K followers, 3877 engagements


"If I had $1M here is how I would invest it so I never have to work again $NU $200K $DLO $125K $SOFI $125K $GRAB $125K $OSCR $125K $GOOGL $100K $AMZN $100K $META $100K Here is why 🧵👇"  
[X Link](https://x.com/TheRayMyers/status/1960024482409595117) [@TheRayMyers](/creator/x/TheRayMyers) 2025-08-25T17:00Z 13.7K followers, 328.4K engagements


"2/ $DLO Operating leverage in action 📈 Revenues: +1462% 📉 Opex: +777%"  
[X Link](https://x.com/TheRayMyers/status/1976716981005860996) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.6K followers, 5231 engagements


"@AnalysisOp They don't have orders they are building a new data center that will have 99MW capacity with plans to expand it to 200MW. Its the NC-1 North Carolina data center"  
[X Link](https://x.com/TheRayMyers/status/1978969873469575604) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-16T23:42Z 13.6K followers, XX engagements


"@chrishdkc I like Iberdola in Spain and Orsted in Denmark haven't looked at US energy companies that much"  
[X Link](https://x.com/TheRayMyers/status/1976821398032335326) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-11T01:25Z 13.6K followers, XXX engagements


"@matt59606024 Have you heard about this thing called valuation A $4B revenue company trading for $400B+ market cap is insanity"  
[X Link](https://x.com/TheRayMyers/status/1978970738532012300) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-16T23:46Z 13.7K followers, 3684 engagements


"Despite $SE rising over XXX% from the lows it is still XX% below its all-time high. 🤯 It really shows you how insane the 2021 bubble was"  
[X Link](https://x.com/TheRayMyers/status/1974524003466264707) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T17:16Z 13.7K followers, 4259 engagements


"Best-performing Nasdaq XXX stocks YTD 🟢 $PLTR +143% 🟢 $MU +134% 🟢 $LRCX +99% 🟢 $AMD +95% 🟢 $APP +94% 🟢 $INTC +87% 🟢 $ZS +74% 🟢 $KLAC +70% 🟢 $WBD +69% 🟢 $DASH +68% Are any of them in your portfolio"  
[X Link](https://x.com/TheRayMyers/status/1976350792173953252) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T18:15Z 13.4K followers, 2926 engagements


"@golfer319 I am not saying that it will but people said the same thing when Nvidia was at $800B"  
[X Link](https://x.com/TheRayMyers/status/1978971855345348678) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-16T23:50Z 13.7K followers, XXX engagements


"5/ $ZETA Advertising Zeta Activation is a paid media solution that utilizes Zetas data to execute highly targeted campaigns through their advertising demand side platform (DSP). It precisely tracks conversions and maximizes return on ad spend"  
[X Link](https://x.com/TheRayMyers/status/1979242464012628161) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:45Z 13.7K followers, XXX engagements


"5/ Next Gen GLP1 The next wave of $NBO pipeline Amycretin a dual GLP-1/Amylin agonist demonstrated potentially best-in-class weight loss efficacy. Up to XXXX% at XX weeks in early trials. This positions NVO to leapfrog current competitive therapies and maintain premium pricing power in the high-potency injectable segment well into the next decade"  
[X Link](https://x.com/TheRayMyers/status/1974890014195499147) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-05T17:30Z 13.7K followers, 4859 engagements


"🔬AMD One Pager $AMD +78% YTD 🟢 - Strong AI-Driven Demand - XXX% Data Center Revenue Growth - XX% 2027 EPS CAGR - Reasonable Valuation - X% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1977796615235572200) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-13T18:00Z 13.6K followers, 2748 engagements


"@GGreg493 I believe Drake will become the King of Canada by end of November"  
[X Link](https://x.com/TheRayMyers/status/1978287006468751722) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T02:29Z 13.5K followers, XXX engagements


"4/ $AMZN Amazon Web Services $3B ➡ $116B 37x in a decade One of the best business growth stories ever"  
[X Link](https://x.com/TheRayMyers/status/1976717000010321969) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.6K followers, 4172 engagements


"4/ Dlocal $100K $DLO is the Uruguayan fintech connecting global businesses with emerging markets through seamless cross-border payments. Their unified payments platform enables companies to transact locally in over XX countries. DLocals AI-powered infrastructure optimizes transaction routing fraud prevention and currency conversion in real time. This ensures faster cheaper and more reliable payments between global merchants and local consumers regardless of market or regulatory barriers. For Dlocal customers this means instant access to new markets higher conversion rates and lower"  
[X Link](https://x.com/TheRayMyers/status/1976340061013623122) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:32Z 13.7K followers, 5325 engagements


"8/ Oscar Health $100K $OSCR is a health insurance company that's using technology data and a user-centric approach to improve how people get and experience healthcare. The health insurance industry is often fragmented confusing expensive and frustrating for patients. Traditional insurers have had a hard time using data and modern technology to simplify the process and lower costs. However Oscar gives its members a smooth digital-first experience. This includes everything from personalized health advice and simple appointment scheduling to around-the-clock telemedicine. Its platform brings"  
[X Link](https://x.com/TheRayMyers/status/1976340237463720431) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:33Z 13.6K followers, 4550 engagements


"@hamsarris6 @grok Corewave is drowning in debt and using shady accounting. Using ADJ EBITDA to assess the profitability of a business that is dependent on SBC Interest and Depreciation is shady as it gets. And they depreciate GPUs over X years which is moronic"  
[X Link](https://x.com/TheRayMyers/status/1978254935478182354) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T00:21Z 13.4K followers, XXX engagements


"13/ 2028 Target $ZETA just reaffirmed 2028 Targets - $2.1B Revenue XX% CAGR - $525M ADJ EBITDA XX% CAGR - $340M FCF XX% CAGR The recent $325M Marigold acquisition is not included in the targets and will increase them. Analyst estimates are on the low side"  
[X Link](https://x.com/TheRayMyers/status/1979242544430006404) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:46Z 13.7K followers, XXX engagements


"4/ AI Private Banker A personalized intelligent advisor embedded directly into its mobile app. Smart financial advice is no longer reserved for the 1%. Now everyone will be able to quickly and easily ask important financial questions. It will assess your financial profile obligations (like a mortgage or car loans ) and suggest how to improve your finances. Which mortgage is better Do I need insurance How much should I invest How do I save on taxes All that for XXXX% of the price of a Financial Advisor"  
[X Link](https://x.com/TheRayMyers/status/1977419260675649780) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:01Z 13.6K followers, XXX engagements


"SK Hynix +131% YTD 🚀 🚀 🚀 South Korean memory chip manufacturer. - Strong Margins - XXX% EPS Growth - XX% 2027 FCF CAGR - Cheap Valuation - X% Above Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1979246631229820981) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T18:02Z 13.7K followers, 2276 engagements


"9/ $ZETA Generative Engine Optimization (GEO) GEO is the new SEO Zeta will ask ChatGPT and Gemini relevant questions to see how the LLMs reply and track and analyze those replies in a methodical way. - Track brand visibility - Identify hallucinations and wrong answers - Optimize content to be LLM-ready - Monitor AI share of answers - Align PR SEO Marketing and advertising strategies"  
[X Link](https://x.com/TheRayMyers/status/1979242509608829138) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:46Z 13.7K followers, XXX engagements


"If I had $1M here is how I would build an AI-focused portfolio so I never have to work again $NU $150K $NBIS $100K $GRAB $100K $APP $100K $AMD $100K $TSM $100K $ZETA $100K $IREN $50K $GOOGL $50K $AMZN $50K $NVDA $50K $META $50K Here is why 🧵👇"  
[X Link](https://x.com/TheRayMyers/status/1971255223390716291) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-25T16:47Z 13.6K followers, 90.6K engagements


"Dissecting $ZETA 2025 Investor Day. 🔮 - Marigold Acquisition - Athena a $PLTR AIP competitor for Marketing - AI Agent Studios - 2028 Guidance - GEO is the new SEO - More all 🌐👇"  
[X Link](https://x.com/TheRayMyers/status/1977064239777886464) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-11T17:30Z 13.7K followers, 9111 engagements


"10/ $ZETA Athena Athena is described as a Conversational Superintelligent Agent that Transforms Questions Into Actionable Answers. This puts $PLTR AIP on notice. This agentic AI system is built to drastically reduce the complexity by automating tedious tasks. Athena could enable marketing teams to operate much simpler and faster. What $PLTR AIP does to manufacturing companies Athena will do to marketing and advertising"  
[X Link](https://x.com/TheRayMyers/status/1979242517842296848) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:46Z 13.7K followers, XXX engagements


"6/ Bonus Point US Expansion $NU recently applied for a US Banking Charter and I saw many instantly dismiss it. "Don't play battles you can't win" One person said. I love this sentiment the more they underestimate Nu the bigger the upside. Nu's low-cost business model is a structural advantage over many US banks and this will enable them to offer services for prices at which many banks would not be profitable at"  
[X Link](https://x.com/TheRayMyers/status/1977419321115591083) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:01Z 13.6K followers, 1353 engagements


"18/ Mercado Libre $SE Latin American cousin is poised to benefit from similar trends. Through its ecosystem of - E-commerce - Logistics - Payments - Lending $MELI delivers a superior experience. Its marketplace connects millions of buyers and sellers while Mercado Pago enables seamless digital transactions and financial inclusion. Meanwhile Mercado Envios optimizes last-mile delivery with data-driven logistics reducing costs and improving speed. For customers in Brazil Mexico and Argentina this means greater access affordability and convenience. For sellers it unlocks growth opportunities and"  
[X Link](https://x.com/TheRayMyers/status/1974520587419603262) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T17:02Z 13.5K followers, 8979 engagements


"Mercado Libre One Pager $MELI +19% YTD 🟢 Latin American e-commerce logistics and Fintech giant - 1783% Growth in FCF - Strong GMV Growth - XX% 2027 EPS CAGR - Reasonable Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1978884236489720298) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-16T18:02Z 13.7K followers, 8205 engagements


"13/ Cloudflare $NET was founded by Matthew Prince with a clear mission to make the internet faster safer and more reliable. Under Princes leadership Cloudflare grew from a simple idea into one of the most important infrastructure companies on the web. It protects millions of websites from cyberattacks speeds up content delivery across the globe and helps businesses operate online without needing massive IT teams. What makes Cloudflare unique is its vision for the future. It is not just a security or performance tool. It is becoming a global edge network where developers can build and deploy"  
[X Link](https://x.com/TheRayMyers/status/1977427979123708314) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:35Z 13.7K followers, XXX engagements


"18/ UBER $UBER forever changed how the taxi and food delivery industries operate and now they stand to use AI to deliver previously unbelievable convenience. AI-driven algorithms will match riders and drivers in real time optimizing routes for lower wait times and powering dynamic pricing. Beyond rides Uber Eats and its logistics network leverage the same AI infrastructure to deliver food groceries and freight on a global scale. As their recent partnership with Waymo shows Uber's platform is extremely attractive for Robotaxi providers. The company stands to become a unified platform combining"  
[X Link](https://x.com/TheRayMyers/status/1962207888941760763) [@TheRayMyers](/creator/x/TheRayMyers) 2025-08-31T17:36Z 13.5K followers, 10.9K engagements


"2/ Explosive User Growth 3M ➡ 123M $NU 40x users in X years"  
[X Link](https://x.com/TheRayMyers/status/1977419132648743224) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:00Z 13.6K followers, XXX engagements


"Sea Limited One Pager $SE +9% First Reaction 🟢 Revenue $5.3B +38.2% 🟢 HUGE BEAT (Est $4.96B) ADJ EBITDA $829M +84.6% 🟢 Net Income $414M +418% 🟢 BEAT ($405M) E-com Revenue +33.7% 🟢 Fintech Revenue +70% 🟢 GMV +28.2% 🟢 Gaming Paying Users +17.8% 🟢"  
[X Link](https://x.com/TheRayMyers/status/1955232821968064563) [@TheRayMyers](/creator/x/TheRayMyers) 2025-08-12T11:40Z 13.6K followers, 12.2K engagements


"$NVO is $META in 2022 In X years people will say " I can't believe you could have bought $NVO for XX P/E in 2025". Here is my Investment Thesis:🧵"  
[X Link](https://x.com/TheRayMyers/status/1974889930586276236) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-05T17:30Z 13.7K followers, 92.5K engagements


"19/ Intuitive Surgical $ISRG pioneered robot-assisted surgery with its DaVinci systems. AI-assisted surgery is the logical next level It's da Vinci robotic system enables surgeons to operate with enhanced dexterity and vision through tiny incisions while data and AI-powered insights assist in planning training and improving surgical outcomes. Hospitals benefit from shorter patient stays faster recovery and higher throughput all driving adoption across specialties worldwide. By combining robotics data and AI $ISRG is poised to deliver a revolution in surgery Fully automated AI surgeries will"  
[X Link](https://x.com/TheRayMyers/status/1962207897888125376) [@TheRayMyers](/creator/x/TheRayMyers) 2025-08-31T17:36Z 13.5K followers, 12.4K engagements


"@kizzyfba 1) Lots of debt and shady accounting. 2) I believe it is getting disrupted by AI there are hundreds of thousands of people paying $100+ p/m to use adobe. As I gets good enough a large share of them will cancel"  
[X Link](https://x.com/TheRayMyers/status/1978255493190594679) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T00:23Z 13.4K followers, XXX engagements


"20 companies that will dominate the next decade: 1/ Nebius $NBIS is redefining cloud computing for the age of AI offering an infrastructure platform designed specifically for building and running AI models. Nebius services will help both large and small AI companies build innovative AI solutions in robotics healthcare finance military agriculture drug discovery material sciences and many more. The company just signed a massive 5-year $17.4B contract with Microsoft. It is currently expanding the data center business in: - Finland - Iceland - New Jersey - Alabama - UK - France - Israel"  
[X Link](https://x.com/TheRayMyers/status/1974520037248483387) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T17:00Z 13.7K followers, 125.4K engagements


"11/ $ZETA AI Agent Studio An AI agent is essentially a virtual employee that performs a set of preprogrammed tasks Zetas AI Agent Studio is a suite of AI tools that allows users to select and activate prebuilt AI agents create custom agents and link them together to execute complex marketing workflows. AI Agents will reduce marketing overhead by increasing productivity enabling more to be achieved with less"  
[X Link](https://x.com/TheRayMyers/status/1979242526851608795) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:46Z 13.7K followers, XXX engagements


"6/ Zeta $100K $ZETA is an AI-powered marketing and advertising cloud that helps enterprises turn data into actionable insights. By unifying identity intent and engagement signals across hundreds of millions of consumers Zeta Global enables brands to predict personalize and activate customer journeys at scale. Zetas proprietary Data Cloud and AI engine analyze vast amounts of behavioral and transactional data to deliver real-time insights and precise audience targeting. This allows marketers to optimize spend increase ROI and build lasting customer relationships through intelligent automation."  
[X Link](https://x.com/TheRayMyers/status/1976340174381392215) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:33Z 13.7K followers, 3810 engagements


"9/ $NVO Obesity Revenues $67M ➡ $12.3B 183x in XX years"  
[X Link](https://x.com/TheRayMyers/status/1976717039478718838) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.6K followers, 4282 engagements


"Is $NBIS still a BUY - Dissecting the $17.4B $MSFT Deal - Unit Economics Analysis - Looking at Wall Street Analyst Estimates - Mind-boggling XXX% 2027 Revenue CAGR - 2030 Share Price Estimate"  
[X Link](https://x.com/TheRayMyers/status/1978780798275792935) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-16T11:11Z 13.7K followers, 51.2K engagements


"🤖 Nebius One Pager $NBIS +304% YTD 🚀🚀🚀 Insanely fast-growing AI infrastructure business - Strong Losses - Massive Capex Plans - Huge AI Demand - XXX% 2027 Revenue CAGR - Very Demanding Multiple but very fast growth - X% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1976347034501124414) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T18:00Z 13.7K followers, 22.5K engagements


"@NeelGrover1 Again this nonsense. You can't value fast-growing banks like Nu and Sofi using banking metrics from 1900s. Show me a bank at X times book that can grow revenues XX% in a quarter"  
[X Link](https://x.com/TheRayMyers/status/1976437117455851988) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T23:58Z 13.5K followers, XXX engagements


"@AlohaIEA He might be the best but no club would pay him $1B a year salary even at his peak in 2012"  
[X Link](https://x.com/TheRayMyers/status/1978257626480734455) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T00:32Z 13.3K followers, XXX engagements


"You forget that to get cash you need to exchange EUR to IDR which costs about X% anyway and an ATM is probably the same. So tourists don't save anything by paying in cash and dealing with IDR is a pain in the ass you have a full wallet after exchanging just EUR XXX. Easier just to pay with a card. And also not all places charge 2-3% fee"  
[X Link](https://x.com/TheRayMyers/status/1978361986246439154) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T07:27Z 13.6K followers, XX engagements


"5/ Sofi $100K $SOFI is a financial technology company that's changing the way people manage their money. It does this by offering a unified One-Stop-Shop digital platform that combines banking investing lending and personal finance tools. For many years consumers had to use different banks brokers and apps to handle their finances which was often inconvenient expensive and a poor experience. SoFi's platform brings all of these financial services together in a single user-friendly interface. It's designed to be a one-stop shop for its members. The platform also uses data and AI to provide"  
[X Link](https://x.com/TheRayMyers/status/1976340071327416356) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:32Z 13.7K followers, 3092 engagements


"2/ Nu $125K $NU technology-driven low-cost model enables fast growth and huge profits. 📈 Revenue per customer: +270% 📉 Cost per customer: -XX% Nubanks AI-driven platform empowers customers with seamless financial services without the friction of traditional banks. Advanced data models and AI insights enhance credit decisions reduce risk and expand financial inclusion across Latin America leading to tens of millions of unbanked people joining modern banking. For consumers this means easier access to credit faster transactions and a transparent mobile-first experience. For $NU it fuels rapid"  
[X Link](https://x.com/TheRayMyers/status/1976339865605128680) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:31Z 13.7K followers, 4470 engagements


"1/ Grab $125K $GRAB a Southeast Asian Super-App offering rides food delivery groceries financial services and more - 40M+ Users - $20B GMV - Millions of Restaurants and Drivers Southeast Asia is booming and 200M are estimated to join the middle class in the next decade. This new middle class will be hungry for great financial services and modern conveniences. AI will further increase margins by reducing costs across the organization"  
[X Link](https://x.com/TheRayMyers/status/1976339584574206432) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:30Z 13.7K followers, 5932 engagements


"If you won $1M in the lottery here is how you should invest it to never work again $GRAB $125K $NU $125K $NBIS $100K $DLO $100K $SOFI $100K $ZETA $100K $HROW $100K $OSCR $100K $GOOGL $75K $AMZN $75K Here is why 🧵👇"  
[X Link](https://x.com/TheRayMyers/status/1976339496049209595) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:30Z 13.7K followers, 90.9K engagements


"I would pick $GRAB over $UBER - $NBIS over $CRWV - $IREN over $CRWV - $DLO over $ADYEN - $ROOT over $LMND - $S over $CRWD - $OSCR over $UNH - $AMZN over $MSFT - $AMZN over $TSLA - $APP over $TTD - $ZETA over $TTD - $SOFI over $HOOD - $ONON over $NKE - $CELH over $MNST"  
[X Link](https://x.com/TheRayMyers/status/1975245524388262053) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-06T17:03Z 13.6K followers, 9436 engagements


"@NeelGrover1 There is literally a XXXX% chance that in the next XX years Citi or KeyCorp stocks outperform Nu and Sofi"  
[X Link](https://x.com/TheRayMyers/status/1976440738704666728) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T00:12Z 13.5K followers, XXX engagements


"Which stock will be the next to double - $HIMS at $XX - $NVO at $XX - $LLY at $XXX - $TMDX at $XXX - $NBIS at $XXX - $IREN at $XX - $CRWV at $XXX - $WYFI at $XX - $AMZN at $XXX - $GOOGL at $XXX - $BABA at $XXX - $GRAB at $X - $UBER at $XX - $LYFT at $XX - $NVDA at $XXX - $AMD at $XXX - $AVGO at $XXX - $ASML at $XXX - $MELI at $2180 - $SE at $XXX - $CPNG at $32"  
[X Link](https://x.com/TheRayMyers/status/1976324382021578782) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T16:30Z 13.7K followers, 140.4K engagements


"My favorite stocks in these segments: AI: - $NBIS - $ZETA - $GOOGL E-com: - $SE - $MELI - $AMZN Emerging Markets: - $GRAB - $SE - $NU - $DLO Healthcare: - $NVO - $HROW - $OSCR - $TDMX Semiconductors: - $TSM - $NVDA - $AMD - $ASML Fintech: - $ADYEN - $SOFI - $NU - $ROOT"  
[X Link](https://x.com/TheRayMyers/status/1979253676414763104) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T18:30Z 13.7K followers, 26.8K engagements


"1/ A Superior Business Model NU's business is simply superior to legacy banks - Adios to physical branches - Adios to 50-page loan applications - Adios to 2H customer service phone calls - Adios to expensive fees $NU technology-first model is leaving legacy banks in the dust"  
[X Link](https://x.com/TheRayMyers/status/1977419110351814933) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:00Z 13.6K followers, XXX engagements


"10 names I think are good long-term buys: - $OSCR at $XX - $NU at $XX - $GRAB at $X - $SOFI at $XX - $HITI at $XXX - $ROOT at $XX - $ZETA at $XX - $HROW at $XX - $NBIS at $XXX - $DLO at $XX XX that are not: - $CRWV - $OKLO - $IONQ - $SBUX - $NKE - $PEP - $WMT - $PLTR - $ADBE - $SNOW"  
[X Link](https://x.com/TheRayMyers/status/1978143908983976130) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-14T17:00Z 13.7K followers, 66.3K engagements


"$RACE down XX% 🔴 The company released an extremely weak 2030 guidance with a sales target of just EUR 9B. That would imply a CAGR of only 4.8%. Not good enough for a XX P/E stock. Really disappointing. Ferrari is also scaling back the EV business due to a "client-centric approach""  
[X Link](https://x.com/TheRayMyers/status/1976267884495044780) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T12:45Z 13.5K followers, 4197 engagements


"@DJRB2006 Hims is not down because of the broader market but because Trump said he wants GLP1 prices to come down"  
[X Link](https://x.com/TheRayMyers/status/1979343144299930088) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-18T00:25Z 13.7K followers, XX engagements


"Founder-led companies outperform the market because through their stock ownership they are incredibly incentivised to grow the business. 📈 Here are XX Excellent Founder-led companies. 1/ Meta $META led by founder Mark Zuckerberg operates with a uniquely founder-driven vision that continues to shape the future of technology. With 3.5B DAUs he controls a vast share of global attention. Before AI social networks relied on manual sharing and simple algorithms to surface posts and ads. Now AI powers Reels and feeds with personalized recommendations enhancing ad targeting for unmatched ROI. By"  
[X Link](https://x.com/TheRayMyers/status/1977427637443154185) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:34Z 13.7K followers, 6598 engagements


"Analysts expect $NBIS to grow revenues with a XXX% CAGR to reach $4.3B in 2027 🚀 Impressive but the scary thing is that they might be wrong $NBIS will make $3.48B from the $MSFT deal alone meaning the street believes $858M will be made from other clients. That is low If $NBIS can make $3.48B by leasing 300MW to $MSFT they should be able to make a similar amount from other clients. So depending on how much capacity they get online 2027 revenues could be $5-7B"  
[X Link](https://x.com/TheRayMyers/status/1979231023696142696) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:00Z 13.7K followers, 12.1K engagements


"4/ Intuitive Surgical $ISRG is revolutionizing surgeries by bringing precision robotics to the operating room. Complex surgeries carry longer recovery times greater risks and higher costs. With Intuitive Surgicals da Vinci robotic systems the picture is different. Advanced robots translate a surgeons hand movements into micro-precise actions through tiny incisions offering 3D visualization tremor reduction and unparalleled dexterity inside the human body. As people demand better healthcare outcomes and lower costs demand for AI-driven robotic surgery will surge"  
[X Link](https://x.com/TheRayMyers/status/1964381459474472999) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-06T17:33Z 13.6K followers, 3729 engagements


"19/ Google After recent legal challenges and the rising popularity of ChatGPT many have written $GOOGL off as the "next Nokia and Kodak". They are wrong. By weaving AI through every layer of its ecosystem $GOOGL is its accelerating the next wave of global innovation. AI now: 1) drives Search with instant conversational answers 2) powers YouTubes hyper-personalized recommendations 3) strengthens Google Cloud with insane demand 4) Gemini models are getting embedded across Google's vast ecosystem. Google will remain a dominant company for decades to come"  
[X Link](https://x.com/TheRayMyers/status/1974520645506449450) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T17:03Z 13.5K followers, 9248 engagements


"15/ TransMedics Dr. Waleed H. Hassanein is a walking personification of the American Dream. He moved from Egypt to study medicine in the US becoming a cardiac surgeon giving him the necessary experience to found $TMDX. TransMedics is revolutionizing organ transplantation with the Organ Care System a breakthrough platform that keeps hearts lungs and livers warm perfused and beating during transport. TransMedics transformed organ transplantation from a race against time into a monitored optimized medical process. Dr. Hassanein believes that science and technology can dramatically expand the"  
[X Link](https://x.com/TheRayMyers/status/1977428198485905548) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:36Z 13.5K followers, 2263 engagements


"20/ Intuitive Surgical $ISRG pioneered robot-assisted surgery with its DaVinci systems. AI-powered surgery represents the next frontier in healthcare. The da Vinci robotic system gives surgeons greater precision and visibility through minimally invasive incisions while AI-driven insights will enhance surgical planning training and outcome optimization. For hospitals this translates into quicker patient recoveries reduced length of stay and higher efficiency. For patients this leads to lower prices and better outcomes. By uniting robotics data and artificial intelligence $ISRG is set to"  
[X Link](https://x.com/TheRayMyers/status/1974520663013470419) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T17:03Z 13.6K followers, 10.5K engagements


"@GGreg493 Open is a meme stock not a real business"  
[X Link](https://x.com/TheRayMyers/status/1978271172220391908) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T01:26Z 13.4K followers, XXX engagements


"@matt59606024 All true still doesn't justify the valuation. You would say the same things if $PLTR were at $1T market cap"  
[X Link](https://x.com/TheRayMyers/status/1978974523316641898) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T00:01Z 13.7K followers, XXX engagements


"5/ Huge TAM XX% of Adults in Latin America are underbanked $NU could gain 100M more users in the next decade But $NU said they want to expand to other Emerging Markets further increasing TAM Egypt India Nigeria Indonesia Kenya Bangladesh Ethiopia and others have over a billion underbanked people. The potential is simply MASSIVE"  
[X Link](https://x.com/TheRayMyers/status/1977419312500539731) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:01Z 13.6K followers, XXX engagements


"9/ Amazon $75K $AMZN has built a powerful and highly diversified business empire that extends across multiple industries. A global marketplace that uses data and logistical innovations to provide fast personalized shopping experiences. AWS is the backbone of the internet powering a vast number of services and now enhanced with AI and machine learning tools to accelerate innovation. Investments in its Prime membership logistics automation and smart devices like Alexa strengthen customer loyalty and engagement. Whilst a suite of services such as Prime Video groceries and increasingly"  
[X Link](https://x.com/TheRayMyers/status/1976340245378474104) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:33Z 13.6K followers, 2339 engagements


"My favourite stocks in these verticals: AI: - $NBIS - $GOOGL SuperApp: - $GRAB Insurance: - $ROOT - $OSCR Fintech: - $NU - $DLO - $SOFI E-commerce: - $MELI - $AMZN - $SE Pharma: - $NVO - $HROW Advertising/Marketing: - $APP - $ZETA Semiconductors: - $ASML - $AMD - $NVDA Big Tech: - $AMZN - $GOOGL Cybersecurity: - $S What am I missing"  
[X Link](https://x.com/TheRayMyers/status/1974150071273869760) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-03T16:30Z 13.5K followers, 70.8K engagements


"1/ What does $ZETA do Many brands don't know: - How to identify a customer - How to acquire it - How to keep it from leaving - How to get them to spend more Zeta is an AI-powered marketing cloud built to deliver the answers to these modern marketing dilemmas"  
[X Link](https://x.com/TheRayMyers/status/1979242427023085743) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:45Z 13.7K followers, XXX engagements


"12/ Wise Kristo Krmann founded Wise after experiencing the hidden fees and opaque exchange rates banks imposed on him when transferring money between London and Estonia. He set out to build a transparent cheap and easy-to-use alternative. His vision was to rebuild global finance on principles of clarity trust and efficiency. Wise became the blueprint for modern fintech real exchange rates upfront pricing and technology that bypasses traditional banking infrastructure to make cross-border transfers instant or near-instant. Today Wise is evolving beyond transfers into a global money"  
[X Link](https://x.com/TheRayMyers/status/1977427970538053907) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:35Z 13.6K followers, XXX engagements


"Here are XX companies that will dominate Robotics era: 1/ Tesla $TSLA just revealed an ambitious goal delivering 1M Optimus bots by 2035. The company aims to transform the robotics industry by developing advanced humanoid robots capable of performing complex real-world tasks with remarkable agility and intelligence. For decades industrial robots were confined to repetitive pre-programmed roles in highly structured environments. Progress toward general-purpose robots stalled due to hardware limitations high costs and the absence of scalable AI integration. Optimus powered by the companys"  
[X Link](https://x.com/TheRayMyers/status/1964381240523456888) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-06T17:32Z 13.5K followers, 33.9K engagements


"@MB_Hogan I think a deal with Oracle is more likely they will need outside capacity to fulfill that $300B order with OpenAI"  
[X Link](https://x.com/TheRayMyers/status/1979342485618069710) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-18T00:23Z 13.7K followers, XXX engagements


"$ZETA is the AI stock investors are sleeping on It could realistically 5x An AI innovator demand is accelerating and FCF is exploding Here is my Investment Thesis:🧵"  
[X Link](https://x.com/TheRayMyers/status/1979242327534174437) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:45Z 13.7K followers, 3741 engagements


"$UBER EBITDA chart is one of the best out there. 🔴 From losing $8.1B 🟢 To making $8.7B Soon $GRAB chart will do the same That $1B 2027 EBITDA estimate is going way up"  
[X Link](https://x.com/TheRayMyers/status/1974543136467677615) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T18:32Z 13.7K followers, 14.2K engagements


"💭 Cloudflare One Pager $NET +101% YTD 🟢 Fast-growing Cybersecurity company - Unprofitable - Strong Large Customer Growth - XX% 2027 FCF CAGR - Extremely Demanding Valuation - X% Above Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1974165166313914618) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-03T17:30Z 13.6K followers, 2465 engagements


"8/ $ZETA Case Study Auto Insurance Case Study 1) Zeta has data on 250M US Adults 2) 200M of them are vehicle drivers 3) AI identifies 35M whose insurance ends in XX days 4) AI identifies 15M of these people are not already with the insurance company and are open to switching providers 5) AI identifies 9M most likely to switch to Zetas client 6) We get a target audience of 9M people"  
[X Link](https://x.com/TheRayMyers/status/1979242500809273430) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:45Z 13.7K followers, XXX engagements


"3/ $NU Customers 3M ➡ 114M in just X years"  
[X Link](https://x.com/TheRayMyers/status/1976716988064862379) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.6K followers, 4477 engagements


"Which portfolio are you picking A: - $NBIS - $TSLA - $HIMS - $HOOD - $TTD B: - $IREN - $MSFT - $NVO - $DAVE - $APP C: - $CRWV - $AMZN - $LLY - $COIN - $NFLX D: - $WYFI - $GOOGL - $HROW - $DLO - $ZETA"  
[X Link](https://x.com/TheRayMyers/status/1976331922868498803) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:00Z 13.6K followers, 6162 engagements


"14/ Valuation $ZETA trades for a P/S of X If it meets the 2028 Target it trades for a FWD P/S of X and P/FCF of XX. That looks attractive to me"  
[X Link](https://x.com/TheRayMyers/status/1979242553552539917) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:46Z 13.7K followers, XXX engagements


"7/ Mercado Libre Latin Americas digital economy is surging with over 650M people rapidly moving online for shopping payments and financial services. $MELI owns this market. And as more than half of the population is still underbanked Mercado Pago is becoming a bridge to financial inclusion for millions. By combining fintech with e-commerce $MELI is pouring gasoline on its growth"  
[X Link](https://x.com/TheRayMyers/status/1962580364674646289) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-01T18:16Z 13.6K followers, XXX engagements


"$ZETA seems attractive 🤔 - Large TAM - Inflecting Profitability - LLM Response Manager for Brands - Athena Marketing AI is a game-changer - Smart bolt-on acquisitions - Still down XX% in the past 1Y Why are you not buying"  
[X Link](https://x.com/TheRayMyers/status/1977773925963583926) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-13T16:30Z 13.7K followers, 15.8K engagements


"I believe - $NBIS at $XXX is better than $IREN $CRVW - $GOOGL at $XXX is a BARGAIN - $AMZN at $XXX is a STEAL - $NVO at $XX is better than $LLY - $GRAB at $X is better than $UBER - $PLTR at $XXX is a BUBBLE - $NU at $XX is better than $PYPL - $SOFI at $XX is better than $PYPL"  
[X Link](https://x.com/TheRayMyers/status/1978876191286219030) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-16T17:30Z 13.7K followers, 100.8K engagements


"Trump again caused the market to throw up 🔴 Don't panic BUY these DIPS instead: - $ZETA at $XX -XX% - $DLO at $XX -X% - $OSCR at $XX -X% - $HROW at $XX -X% - $SOFI at $XX -X% - $GRAB at $XXX -X% - $TMDX at $XXX -X% - $AMZN at $XXX -X% - $MELI at $2153 -X% - $HITI at $XXX -X% - $NVO at $XX -5%"  
[X Link](https://x.com/TheRayMyers/status/1977049127193112630) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-11T16:30Z 13.7K followers, 62.3K engagements


"Rheinmetall One Pager $RHM +2216% 5Y 😱 German weapons manufacturer - Good Margins - Strong Backlog - Insane Order Intake - XXX% 2027 EPS CAGR - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1967649743426736621) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-15T18:00Z 13.6K followers, 2079 engagements


"6/ Sea Limited $SE Southeast Asian digital powerhouse with leading platforms in gaming e-commerce and financial services Southeast Asias digital economy is set to exceed $300B this year fueled by a young mobile-first population. Just as $GRAB $SE is set to benefit as hundreds of millions of underbanked people join the financial system. As incomes rise and financial adoption accelerates Sea is ready to capture Southeast Asias next middle class"  
[X Link](https://x.com/TheRayMyers/status/1962580356671885780) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-01T18:16Z 13.6K followers, 1635 engagements


"@DayleARTaylor A $4B revenue company with $400B+ market cap is a bubble"  
[X Link](https://x.com/TheRayMyers/status/1978971502897709460) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-16T23:49Z 13.7K followers, 1673 engagements


"6/ $MELI Gross Merchandise Volume $5.7B ➡ $56B"  
[X Link](https://x.com/TheRayMyers/status/1976717017211171194) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.6K followers, 4363 engagements


"My favourite stocks in these segments: Data Centers: - $NBIS - $WYFI - $IREN Payments: - $ADYEN - $DLO AI Applications: - $GOOGL - $META - $APP - $ZETA Chips: - $ASML - $TSM - $AMD - $NVDA Financial Services - $NU - $GRAB - $SOFI - $ROOT Healthcare: - $HROW - $NVO - $OSCR Travel: - $BKNG - $UBER"  
[X Link](https://x.com/TheRayMyers/status/1976701871923339759) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T17:30Z 13.7K followers, 61.4K engagements


"7/ Nu $NU is transforming financial services in Latin America pioneering a modern AI-driven approach to banking for millions who were previously excluded from the financial system. Driving this revolution is David Vlez Nubanks founder and visionary leader. Vlez set out not just to build a bank but to dismantle the barriers that traditional institutions created. High fees slow processes and terrible user experience. His mission-driven philosophy is deeply embedded in Nubanks culture technology as a force for financial inclusion. Nubanks AI-powered platform delivers seamless mobile-first"  
[X Link](https://x.com/TheRayMyers/status/1977427771329589276) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:34Z 13.6K followers, XXX engagements


"11/ Valuation After all this trouble $NVO trades for a P/E of XX. A very attractive valuation for a company with a strong portfolio and pipeline of highly successful GLP1 obesity treatments. As the GLP1 TAM reaches $200B in the next decade $NVO is uniquely positioned to get a meaningful slice"  
[X Link](https://x.com/TheRayMyers/status/1974890069971316989) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-05T17:30Z 13.7K followers, 5236 engagements


"@bedroomboogie You are not worried about the ACA credits expiring or the mess from Trump's Big bill"  
[X Link](https://x.com/TheRayMyers/status/1978257273865527334) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T00:31Z 13.6K followers, 5451 engagements


"$ZETA is attractive down XX% since a BS short report. Wednesday is the Investor Day and the CEO teased something major. - $1M ARR customers are scaling fast - New LLM rating tool for clients - Smart small bolt-on acquisitions - Inflecting Profitability - Reasonable valuation"  
[X Link](https://x.com/TheRayMyers/status/1975235954039300556) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-06T16:25Z 13.4K followers, 6076 engagements


"4) AI then determines which are the best channels to find that target customer such as Instagram Facebook web mobile apps video games video streaming etc. 5) DSP connects to ad supply platforms and bids for the audience that its AI has identified will yield the desired outcome. 6) Zeta monitors advertising performance in real time tracking impressions CPM and ROAS. It then optimizes campaigns changing channels budgets and strategies to deliver the best result"  
[X Link](https://x.com/TheRayMyers/status/1979242491606888594) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:45Z 13.7K followers, XXX engagements


"WhiteFiber $WYFI has found an interesting niche in the AI Data Centers Brownfield Retrofits 🏗 They take manufacturing facilities with existing energy grid connections and repurpose them as AI Data Centers These data centers are being built X times faster and 25-40% cheaper than brand new facilities 💸 With this model they can go from Zero to Revenue in months whilst for new projects it takes 2-4 years This approach could enable them to significantly expand in the fast-growing soon-to-be $300B+ AI Data Center market"  
[X Link](https://x.com/TheRayMyers/status/1977396443531890782) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T15:30Z 13.7K followers, 5610 engagements


"11/ Sea Limited $SE is beginning to harness the power of robotics to scale its fast-growing e-commerce and logistics operations across Southeast Asia. As order volumes skyrocket the need for efficiency speed and scalability has become critical. Seas e-commerce platform Shopee and its digital logistics network are increasingly using warehouse robotics and AI-to optimise operations and reduce costs. As Southeast Asias economy continues to boom Seas investments in robotics-driven logistics will unlock major efficiencies and drive long-term growth across e-commerce"  
[X Link](https://x.com/TheRayMyers/status/1964381686499610869) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-06T17:34Z 13.6K followers, 3498 engagements


"📶 IREN One Pager $IREN +545% YTD 🚀🚀🚀 AI and Cloud data center business. - Strong Access to Energy - Huge Capex Expenses - XXX% 2027 Revenue CAGR - Demanding Valuation but Insane growth - XX% Above Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1976709421678960988) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:00Z 13.6K followers, 3242 engagements


"5 simple reasons why I am VERY BULLISH on $NU Thread: 🧵"  
[X Link](https://x.com/TheRayMyers/status/1977419105134088507) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:00Z 13.7K followers, 6219 engagements


"10/ $ADYEN Payment Volumes 32B ➡ 1.3T 40x in XX years"  
[X Link](https://x.com/TheRayMyers/status/1976717047120679021) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.6K followers, 4596 engagements


"@Kaizen_Investor Asts has $X revenue and rklb is expensive"  
[X Link](https://x.com/TheRayMyers/status/1979503021349642738) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-18T11:01Z 13.7K followers, XXX engagements


"$MSFT will pay $NBIS $3.48B p/y for access to 300MW. $WYFI is building a data center that could have 200MW at full capacity. $WYFI market cap is $1.4B this one data center could generate over $1-2B in revenues. Seems interesting 🤔"  
[X Link](https://x.com/TheRayMyers/status/1978861098976550923) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-16T16:30Z 13.7K followers, 3334 engagements


"How would you change this portfolio"  
[X Link](https://x.com/TheRayMyers/status/1976340535540371775) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-09T17:34Z 13.7K followers, 2478 engagements


"11/ Grab Anthony Tan's $GRAB is THE only Super App in Southeast Asia dominating ride-hailing food delivery and fintech. Tans vision is rooted in using technology and AI to simplify the lives of millennials. As Southeast Asia undergoes rapid urbanization expanding internet penetration and the rise of a new 200M strong Grab is strategically positioned to become the digital backbone of everyday life in the region. What sets Grab apart is not just scale but its commitment to solving local problems with local insight. With Tan at the helm Grab its building the infrastructure for Southeast Asias"  
[X Link](https://x.com/TheRayMyers/status/1977427961352491214) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:35Z 13.7K followers, 3770 engagements


"15/ Bull Case $ZETA has just XXX% Wallet Share with its customers. It plans to significantly increase it by upselling more services. The company could grow by multiples just with existing customers and existing use cases. But $ZETA are adding new use cases through R&D and M&A and acquiring new customers"  
[X Link](https://x.com/TheRayMyers/status/1979242562499027385) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:46Z 13.7K followers, 1306 engagements


"15/ TSMC While $AMD and $NVDA sell the picks and shovels that power the AI revolution $TSM is the one that actually manufactures them. For decades chip design and production were vertically integrated with each company making its own chips. This limited innovation slowed production and created enormous barriers to entry. With $TSM the process is radically more efficient The best chip designers like Apple NVIDIA and AMD don't own the factory anymore they focus on innovation while $TSM brings their ideas to life with cutting-edge manufacturing at nanometer precision. Its unmatched scale and"  
[X Link](https://x.com/TheRayMyers/status/1974520536408502639) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T17:02Z 13.6K followers, 9753 engagements


"What did I miss"  
[X Link](https://x.com/TheRayMyers/status/1976717050253860991) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-10T18:30Z 13.6K followers, 3968 engagements


"@pizza___party Crazy debt and shady accounting"  
[X Link](https://x.com/TheRayMyers/status/1978254449861685404) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-15T00:19Z 13.4K followers, XXX engagements


"16/ Adyen $ADYEN is transforming global payments by delivering a unified platform that simplifies how businesses accept process and optimize payments. Before Adyen merchants relied on a patchwork of payment processors acquirers and gateways. This fragmented system was slow costly and delivered a subpar user experience. Not anymore Its end-to-end platform integrates directly with merchants systems allowing payments to flow seamlessly across online mobile and in-store channels. By leveraging real-time data and AI-driven risk management Adyen optimizes authorization rates reduces fraud and"  
[X Link](https://x.com/TheRayMyers/status/1974520572504678529) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-04T17:02Z 13.6K followers, 9189 engagements


"Which ticker is the most likely to 5x in X years - $PYPL - $ADBE - $CRM - $NBIS - $IREN - $CIFR - $WYFI - $OSCR - $HIMS - $TDMX - $NVO - $SOFI - $NU - $DAVE - $TSLA - $NVDA - $TSM - $AMD - $ASML - $GRAB - $UBER - $ZETA"  
[X Link](https://x.com/TheRayMyers/status/1978887509040902289) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-16T18:15Z 13.7K followers, 19.3K engagements


"2025 Capex for Big Tech: $AMZN $108B $MSFT $100B $GOOGL $85B $META $72B $TSLA $11B $AAPL $10B $NVDA $5B $391B spent on capex. $AAPL Clearly stands out with the low capex. Is Tim Cook being smart by not overspending or is this a huge mistake"  
[X Link](https://x.com/TheRayMyers/status/1965448953240940915) [@TheRayMyers](/creator/x/TheRayMyers) 2025-09-09T16:15Z 13.6K followers, 2352 engagements


"12/ Strong Revenue Growth Revenue has grown from $306M ➡ $1.2B in X years. Analysts expect $1.8B in 2027"  
[X Link](https://x.com/TheRayMyers/status/1979242534258794514) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:46Z 13.7K followers, XXX engagements


"2/ $ZETA Identity The Zeta Identity module unifies billions of data points to create accurate and reliable profiles of potential consumers. Its AI models combine Zeta's proprietary first-party data with client customer databases to identify in real time who their ideal customers are and how to engage them"  
[X Link](https://x.com/TheRayMyers/status/1979242435839435208) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-17T17:45Z 13.7K followers, XXX engagements


"💰Dave One Pager $DAVE +126% YTD 🚀 🚀 🚀 - Strong Margins - Growing Loan Originations - XX% 2027 EPS CAGR - Reasonable Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1977434202434843019) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T18:00Z 13.7K followers, 3381 engagements


"10/ Palantir Alex Karp founded Palantir with a conviction that data could transform decision-making at the highest levels of society. Under his leadership Palantir has evolved into a mission-driven SaaS company focused on empowering institutions to navigate complexity through intelligence not guesswork. Karps vision was never about building another enterprise software firm rather he wanted to create a platform capable of integrating fractured data systems breaking down silos and enabling leaders to act with clarity in real time. Rather than relying on armies of analysts and cumbersome legacy"  
[X Link](https://x.com/TheRayMyers/status/1977427905991848012) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-12T17:35Z 13.5K followers, XXX engagements


"$PLTR is a bubble that's GUARANTEED to fall XX% 🔴 It's a question of WHEN not IF 🚨 P/S of XXX 🚨 $340B Market Cap WHEN in stock market history has a company trading at such a high multiple avoided a collapse Ohh right NEVER"  
[X Link](https://x.com/TheRayMyers/status/1937941501801062762) [@TheRayMyers](/creator/x/TheRayMyers) 2025-06-25T18:30Z 13.7K followers, 342.5K engagements


"Since starting Global Equity Briefing I have written XX Equity Research Reports Some names have performed spectacularly since: 🥇 $HOOD +756% 🥈 $PLTR +662% 🥉 $SOFI +97% 🟢 $TSM +68% 🟢 $NU +47% 🟢 $META +37% 🟢 $GRAB +32% 🟢 $OSCR +31% Join Global Equity Briefing and follow me for more"  
[X Link](https://x.com/TheRayMyers/status/1977056703045603784) [@TheRayMyers](/creator/x/TheRayMyers) 2025-10-11T17:00Z 13.7K followers, 15.4K engagements