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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 +14%
- X Month XXXXXXXXX +18%
- X Months XXXXXXXXXX +744%
- X Year XXXXXXXXXX +807%

### Mentions: XX [#](/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 -XX%
- X Month XXX -XX%
- X Months XXXXX +15%
- X Year XXXXX +40%

### 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 +2.80%
- X Month XXXXXX +9.80%
- X Months XXXXXX +253%
- X Year XXXXXX +534%

### 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

**Social category influence**
[stocks](/list/stocks)  #2531 [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #806 [finance](/list/finance)  #5700 [fashion brands](/list/fashion-brands)  XXX% [countries](/list/countries)  XXX% [automotive brands](/list/automotive-brands)  #3188 [celebrities](/list/celebrities)  XXX%

**Social topic influence**
[$iren](/topic/$iren) #5, [$nbis](/topic/$nbis) #5, [$nvo](/topic/$nvo) #1, [ai](/topic/ai) #3912, [$dlo](/topic/$dlo) #7, [$adbe](/topic/$adbe) #6, [$pypl](/topic/$pypl) #81, [$hims](/topic/$hims) #5, [target](/topic/target) #543, [$sofi](/topic/$sofi) #14

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@alexanderk21144](/creator/undefined) [@grok](/creator/undefined) [@timprovisediy](/creator/undefined) [@rreddi](/creator/undefined) [@t0m248](/creator/undefined) [@aisuperpower](/creator/undefined) [@william_r2rclub](/creator/undefined) [@valuationedge_](/creator/undefined) [@kylem3737](/creator/undefined) [@smartfinapp](/creator/undefined) [@mvcinvesting](/creator/undefined) [@space2terra](/creator/undefined) [@defiantclient2](/creator/undefined) [@leveragedfun](/creator/undefined) [@engbigdata](/creator/undefined) [@clayrjohnston](/creator/undefined) [@mr99francisco](/creator/undefined) [@gfgfinances](/creator/undefined) [@elaztec](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Novo-Nordisk (NVO)](/topic/$nvo) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Adobe, Inc. (ADBE)](/topic/$adbe) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [RAI Finance (SOFI)](/topic/$sofi) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [NuCypher (NU)](/topic/$nu) [Strategy (MSTR)](/topic/$mstr) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Palantir (PLTR)](/topic/$pltr) [MercadoLibre Inc (MELI)](/topic/$meli) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [ZetaChain (ZETA)](/topic/$zeta) [Eli Lilly and Company (LLY)](/topic/$lly) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Bitcoin (BTC)](/topic/$btc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Oklo Inc. (OKLO)](/topic/$oklo) [Nike Inc (NKE)](/topic/$nke) [Starbucks Corporation (SBUX)](/topic/$sbux) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [PepsiCo, Inc. (PEP)](/topic/$pep) [Metadium (META)](/topic/$meta) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [The Root Network (ROOT)](/topic/$root) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Fiserv, Inc. (FI)](/topic/$fi) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [IonQ, Inc. (IONQ)](/topic/$ionq) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Alibaba Group (BABA)](/topic/$baba) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Block, Inc. (XYZ)](/topic/$xyz) [Sea Limited (SE)](/topic/$se) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Netflix Inc (NFLX)](/topic/$nflx) [Reality Metaverse (RMV)](/topic/$rmv) [Zillow Group, Inc. Class C Capital Stock (Z)](/topic/$z) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Enphase Energy Inc (ENPH)](/topic/$enph)
### Top Social Posts
Top posts by engagements in the last XX hours

"Rightmove is like Zillow but in the UK $RMV is a major stock market success story and operates with insane 50%+ Net Income margins 🟢 $Z has barely moved since 2019 and has been unprofitable for many years 🔴 How did Zillow fumble this business model so badly They could have just stuck to advertising and realtor services and made crazy profits. Instead they wasted billions on this iBuying nonsense"  
[X Link](https://x.com/TheRayMyers/status/1954951062382629176)  2025-08-11T17:00Z 15.7K followers, 2455 engagements


"- $LLY is up XX% 🟢 - $NVO is down XX% 🔴 Read my public and free $LLY vs $NVO report👇 What happened to $NVO How is $LLY doing so well Which has the more effective weight loss drug Who has a more promising GLP1 pipeline Valuation analysis"  
[X Link](https://x.com/TheRayMyers/status/1996278845809332403)  2025-12-03T18:02Z 15.7K followers, 8275 engagements


"Which of these fallen angels are the most likely to recover 🔴 $FI -XX% 🔴 $TTD -XX% 🔴 $DECK -XX% 🔴 $CAVA -XX% 🔴 $NVO -XX% 🔴 $LULU -XX% 🔴 $HUBS -XX% 🔴 $CMG -XX% 🔴 $DUPL -XX% 🔴 $MSTR -38%"  
[X Link](https://x.com/TheRayMyers/status/1997385109662466103)  2025-12-06T19:18Z 15.7K followers, 30.6K engagements


"Which do you think is a better buy right now - $NBIS at $XX - $IREN at $XX - $WYFI a $XX - $CIFR at $XX - $HIMS at $XX - $NVO at $XX - $TMDX at $XXX - $PYPL at $XX - $DUOL at $XXX - $ADBE at $XXX - $DLO at $XX - $SOFI at $XX - $NU at $XX - $MELI at $2072 - $GRAB at $XXX - $UBER at $XX - $AMD at $XXX - $NVDA at $177"  
[X Link](https://x.com/TheRayMyers/status/1994824495136227380)  2025-11-29T17:43Z 15.7K followers, 133.8K engagements


"Ladies and Gentlemen I Present the AI Infrastructure Giant $IREN +2629% 3Y 🟢 - XX% 1M 🔴 - Strong Bitcoin Earnings - Huge FCF Losses - 3W Capacity Target - XX% 2028 Revenue CAGR - Reasonable Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1996651294363193655)  2025-12-04T18:42Z 15.7K followers, 37.2K engagements


"👩💼 Can Adobe recover $ADBE -XX% 5Y 🔴 🔴 🔴 -X% YTD 🔴 🔴 🔴 - Perfect Margins - Large BuyBack - AI Disruption Risk - Reasonable Valuation - XX% 2027 EPS CAGR - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1998098337405317375)  2025-12-08T18:32Z 15.7K followers, 2468 engagements


"@Spiralout_one @mvcinvesting X years is actually optimistic it could be more. You have to remember that it is an empty field now. It costs IREN $44M so it probably will be around that. $29M of that is just gpus and networking equipment"  
[X Link](https://x.com/TheRayMyers/status/1998399749133844544)  2025-12-09T14:30Z 15.7K followers, XXX engagements


"☀ Enphase One Pager $ENPH -XX% YTD 🔴 🔴 🔴 Can this struggling solar equipment supplier recover - Struggling business - XX% Decline in EPS - XX% Collapse in FCF - Reasonable Valuation - XX% 2027 EPS CAGT - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1994111579491643569)  2025-11-27T18:30Z 15.7K followers, 3888 engagements


"$IREN raising $2B in notes is part of the course and there will be more raises. $IREN certainly is a very promising AI infrastructure company but some investors have delusional aspirations. $IREN will not generate $29B in revenues from 3GW in X years as some claim. The $MSFT deal costs $8.8B to bring 200MW online. That is $44M per MW to have a bare metal facility. If $IREN were to turn 3GW into bare metal they would need $132B. There is just no reasonable scenario in which they raise that kind of money. Yes $MSFT will provide pre-payments and $DELL vendor financing for GPUs maybe $NVDA or"  
[X Link](https://x.com/TheRayMyers/status/1995867490249818533)  2025-12-02T14:47Z 15.7K followers, 30.6K engagements


"Why is $IREN selling shares and diluting shareholders now instead of letting notes convert in 2029/30 They are doing it to save 20M shares. Let me explain. - $550M $XXXXX 2029 Note=40.3M shares - $400M $XXXXX 2030 Note=23.8M shares - Total share count = 64.1M shares To repay them $IREN must convert them now at a negotiated price so let's use yesterday's price of $XX - 2029 Note ($48-13.64)*40.3M=$1.38B - 2030 Note ($48-16.81)*23.8M=$742M - Total Conversion costs = $2.1B To get $2.1B from yesterday's price of $XX $IREN must sell 44M shares. So to not have to issue 64M shares in 2029 and 2030"  
[X Link](https://x.com/TheRayMyers/status/1995915944300794057)  2025-12-02T18:00Z 15.7K followers, 53K engagements


"$DLO is one of the best opportunities on the market and last month's sell-off is beyond RIDICULOUS - XX% Payment Volume CAGR - XX% EBITDA CAGR - HUGE $4T TAM - ONLY XX P/E The take-rate fears have no merit and the Street is clearly showing its anti-emerging markets bias"  
[X Link](https://x.com/TheRayMyers/status/1996282102543724901)  2025-12-03T18:15Z 15.7K followers, 5045 engagements


"Here is $IREN Bull Case in a single picture. 3GW of HIGH-quality CHEAP energy cost HIGH-energy-efficiency AI-ready data centers. Fully scaled these facilities have the potential to generate $20B in revenues. So far $MSFT has only contracted around X% of that potential capacity for $1.94B a year. More deals are likely in the next 3-12 months as $IREN brings more capacity online. This is why $IREN is diluting shareholders issuing notes and raising debt. Simply put the juice is worth the squeeze"  
[X Link](https://x.com/TheRayMyers/status/1996293926802669825)  2025-12-03T19:02Z 15.7K followers, 15.1K engagements


"Ladies and Gentlemen I Present the "AWS of AI" $NBIS +229% 1Y 🟢 - XX% 1M 🔴 - Massive Losses - $7-9B 2026 ARR - 2.5GW 2026 Power Target - XXX% 2027 Revenue CAGR - Reasonable Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1996296965559132247)  2025-12-03T19:14Z 15.7K followers, 34.5K engagements


"Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS  The US is generations ahead on chips but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes XX years to build a new data center in Germany as there is no power and they are turning off nuclear power plants. The US won't let China win so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most"  
[X Link](https://x.com/TheRayMyers/status/1996603066758336564)  2025-12-04T15:30Z 15.7K followers, 83.8K engagements


"$S is down XX% after earnings 🔴 This is a massive overreaction The market is ignoring Revenue and EPS BEATS whilst paying too much attention to the CFO leaving and $1M Q4 Revenue guidance miss. I have removed the paywall for my $S Investment Thesis Read it in full 👇"  
[X Link](https://x.com/TheRayMyers/status/1996980452410716564)  2025-12-05T16:30Z 15.7K followers, 6388 engagements


"10 Stocks I would buy as a long-term investor: - $DLO - $NVO - $IREN - $NBIS - $SOFI - $AMD - $RBRK - $ROOT - $HROW - $GOOGL XX I wouldn't: - $NKE - $PYPL - $PLTR - $ADBE - $HIMS - $SBUX - $AAPL - $ASTS - $OKLO - $CRWV"  
[X Link](https://x.com/TheRayMyers/status/1997004110642446637)  2025-12-05T18:04Z 15.7K followers, 20.4K engagements


"Ladies and Gentlemen I Present the Best Pharmaceutical Company in the World. $LLY +588% 5Y 🟢 +30% YTD 🟢 - Strong Margins - Best Weight Loss Drug - Huge GLP1 TAM - XX% 2027 FCF CAGR - Demanding Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1997018697899127239)  2025-12-05T19:02Z 15.7K followers, 3609 engagements


"Which portfolio will have the best return in X years A: - $NBIS - $SOFI - $MELI - $GRAB - $GOOGL B: - $IREN - $UPST - $BABA - $HIMS - $UBER C: - $OKLO - $ASTS - $PLTR - $IONQ - $JOBY D: - $PYPL - $ADBE - $DUOL - $NVO - $TTD"  
[X Link](https://x.com/TheRayMyers/status/1997362214261395658)  2025-12-06T17:47Z 15.7K followers, 107.7K engagements


"Ladies and Gentlemen I present $ZETA the AI Marketing and Advertising Giant. $ZETA +135% 3Y 🟢 +2% YTD 🟡 - Inflecting Profitability - XXX% Growth in FCF - Huge TAM - X% 2027 FCF CAGR - Demanding Valuation - XX% Below Consensus Price Target That FCF estimate is a joke $ZETA will blow it out of the park"  
[X Link](https://x.com/TheRayMyers/status/1997743981032071254)  2025-12-07T19:04Z 15.7K followers, 12.6K engagements


"One thing $IREN has that other AI Infrastructure stocks don't is a highly profitable bitcoin mining business. With $BTC at $92K $IREN makes around $425M in bitcoin profits. This directly funds the expansion of its high-potential Texas AI Data Center location"  
[X Link](https://x.com/TheRayMyers/status/1998079432699916705)  2025-12-08T17:17Z 15.7K followers, 22.9K engagements


"Which name is the best risk-reward play Fallen Angels: - $PYPL at $XX - $ADBE at $XXX - $NVO at $XX - $DUOL at $XXX - $FI at $XX - $TTD at $XX AI: - $IREN at $XX - $NBIS at $XX - $PLTR at $XXX - $CIFR at XX - $TSLA at $XXX Crypto: - $BTC at $92K - $MSTR at $XXX - $BMNR at $XX $X Revenue Dreamers - $OKLO at $XXX - $ASTS at $XX - $IONQ at $XX - $JOBY at $XX - $ACHR at $X Fast Growth: - $HIMS at $XX - $DLO at $XX - $OSCR at $XX - $HOOD at $XXX - $SOFI at $28"  
[X Link](https://x.com/TheRayMyers/status/1998094532081070405)  2025-12-08T18:17Z 15.7K followers, 31.7K engagements


"$NVO is losing the weight loss effectiveness race Clinical trials have demonstrated that $LLY Zepbound is superior to Wegovy. In a head-to-head trial researchers enrolled XXX adults. These participants were randomly split into groups with one group being given Zepbound and the other Wegovy. After XX weeks the results were compared. Wegovy patients lost XXXX% of their body weight an average of 15kg. Zepbound patients lost XXXX% of their body weight an average of 22.8kg. This trial demonstrated that Zepbound is XX% more effective on average than Wegovy"  
[X Link](https://x.com/TheRayMyers/status/1998107113390764368)  2025-12-08T19:07Z 15.7K followers, 3003 engagements


"I was more bullish on Novo Nordisk but yesterday this pharma I had never heard of released stellar GLP1 oral pill results that are much better than Oral Wegovy. Of course it will be X years before its released but it makes you think that GLP1 competition will intensify in the future. It might not be a duopoly anymore"  
[X Link](https://x.com/TheRayMyers/status/1998210470306865470)  2025-12-09T01:57Z 15.7K followers, XXX engagements


"Ladies and Gentlemen BIG news Per @mvcinvesting $NBIS has acquired land in Missouri to build a new greenfield data center This is what that dilution was for with the company raising over $5B so far in 2025. If the report is accurate they plan for 800MW of capacity. At $44M per MW this AI data center could cost around $35B and likely take X years. At $12M ARR per MW this site has $9.6B ARR potential. This location is likely how they plan to reach that highly ambitious 2026 Contracted Power target of 2.5GW"  
[X Link](https://x.com/TheRayMyers/status/1998370085124415816)  2025-12-09T12:32Z 15.7K followers, 15K engagements


"I just read that Germany has only around 3GW of data center capacity. That is literally $IREN planned capacity. $IREN will have the same capacity as the biggest economy in Europe. Maybe Merz and von der Leyen should give $IREN CEOs the Roberts brothers a call instead of closing nuclear plants and banning AI"  
[X Link](https://x.com/TheRayMyers/status/1998433781858877746)  2025-12-09T16:45Z 15.7K followers, 6314 engagements


"New Analysis on Global Equity Briefing 🌐👇 Pagaya is an AI-driven fintech with a unique operating model running a two-sided B2B credit network. $PGY On one side it provides AI-driven loan creditworthiness assessment services to XX US banks and fintechs. On the other side it helps XXX institutional credit investors deploy capital using Pagayas AI credit platform through the aforementioned XX lending partners. Since its founding Pagaya has evaluated $3.2T in applications deploying $38B in credit investors capital. The company is uniquely positioned to be an AI winner as its AI system gets"  
[X Link](https://x.com/TheRayMyers/status/1998440072174092773)  2025-12-09T17:10Z 15.7K followers, 1547 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)  2025-06-25T18:30Z 15.6K followers, 342.6K engagements


"🤖 Intuitive Surgical Q3 Earnings $ISRG +17% First Reaction 🟢 🚨 Strong Installed Base Growth Revenue $2.5B +22.9% 🟢 Net Income $704M +24.7% 🟢 FCF $560M +80% 🟢 Instruments Revenue +20.1% 🟢 Services Revenue +20.4% 🟢 Da Vinci Placements +12.7% 🟢 Da Vinci Installed Base +12.8% 🟢"  
[X Link](https://x.com/TheRayMyers/status/1980972507860554150)  2025-10-22T12:20Z 15.7K followers, 3300 engagements


"7/ $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/1987226435799446014)  2025-11-08T18:31Z 15.7K followers, XXX engagements


"People make lists of high-moat companies that I very much disagree with so here is my list: Strong Moat 💎 - $V - $SE - $NU - $MA - $MELI - $MSFT - $ASML - $META - $NVDA - $AMZN - $GOOGL - $ADYEN No Moat 💩 - $NKE - $PEP - $XYZ - $PYPL - $SBUX - $DUOL - $SNAP - $ADBE - $MSTR - $LMND"  
[X Link](https://x.com/TheRayMyers/status/1987233768298426656)  2025-11-08T19:00Z 15.7K followers, 52.5K engagements


"$DLO falling XX% is truly Moronic 🚨 This is a best-in-class payment fintech with STELLAR Customer Retention. Payment volumes are exploding revenue growth is accelerating and profits are at record highs. Here is my $DLO Investment Thesis:🧵"  
[X Link](https://x.com/TheRayMyers/status/1989030585591841249)  2025-11-13T18:00Z 15.6K followers, 5167 engagements


"11/ Valuation is affordable $DLO trades at a reasonable P/E of XX. Analysts expect that in the next X years the company will grow sales by XX% and earnings by 86%. Meaning 2027 P/E is XX. Incredible price for an incredible business"  
[X Link](https://x.com/TheRayMyers/status/1989030711576121809)  2025-11-13T18:00Z 15.6K followers, 3514 engagements


"10 names I think are buys now: - $NU - $DLO - $NBIS - $ZETA - $OSCR - $WYFI - $IREN - $SOFI - $GRAB - $GOOGL XX are not: - $PEP - $DIS - $XYZ - $NKE - $FISV - $PLTR - $HIMS - $SBUX - $ADBE - $MSTR"  
[X Link](https://x.com/TheRayMyers/status/1989755370680483898)  2025-11-15T18:00Z 15.6K followers, 20.4K engagements


"💸 DLocal One Pager $DLO +17% YTD - Strong Margins - Exploding Payment Volumes - XX% 2027 EPS CAGR - Cheap Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1989770478592893223)  2025-11-15T19:00Z 15.6K followers, 2927 engagements


"Here is $DLO Bull Case TPV: $1.3B ➡ $35.4B EPS: $XXXX ➡ $XXXX This is what matters not the take rate. Investors are misunderstanding what factors are driving down the take rate. This is not because of lower demand higher competition or tough negotiations with clients. Dlocal is not a simple credit card processor they are a payments financial technology company that is finding new and increasingly ingenious ways to grow payment volumes. The take rate is falling because Dlocal is attracting new types of payment volumes that most other payment processor companies don't deal with. And these have"  
[X Link](https://x.com/TheRayMyers/status/1989774238585139615)  2025-11-15T19:15Z 15.6K followers, 10.8K engagements


"Which stock will be the first to double - $HIMS at $XX - $PYPL at $XX - $ADBE at $XXX - $DUOL at $XXX - $NVO at $XX - $IREN at $XX - $NBIS at $XXX - $CIFR at $XX - $WYFI at $XX - $CRWV at $XX - $OSCR at $XX - $ROOT at $XX - $LMND at $XX - $SE at $XXX - $DLO at $XX - $MELI at $2077 - $NU at $XX - $GRAB at $XXX - $NVDA at $XXX - $META at $XXX - $GOOGL at $XXX - $AMZN at $227"  
[X Link](https://x.com/TheRayMyers/status/1991563505418248232)  2025-11-20T17:45Z 15.6K followers, 82.4K engagements


"10 businesses to buy and hold for the next XX years: 1/ $NBIS Nebius is building the 21st-century cloud computing infrastructure platform designed specifically for AI needs. - Strong long-term demand tailwinds - $17.4B Deal with $MSFT - $3B Deal with $META - Data Centers in the EU UK Israel and the US - $7-9B 2026 ARR Guidance"  
[X Link](https://x.com/TheRayMyers/status/1991578924015386694)  2025-11-20T18:46Z 15.7K followers, 95.7K engagements


"📊 the Trade Desk One Pager $TTD -XX% YTD 🔴 Can the company recover from this slump or is the growth set to continue slowing down as bears believe - Strong Margins - XXX% EPS Growth - XX% 2027 EPS CAGR - Demanding Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1993024389730742573)  2025-11-24T18:30Z 15.7K followers, 5422 engagements


"You must pick a ticker that will deliver the HIGHEST return in X years which one are you picking - $NU at $XX - $SOFI at $XX - $CIFR at $XX - $BTC at $87K - $MSTR at $XXX - $BMNR at $XX - $BABA at $XXX - $NBIS at $XX - $IREN at $XX - $CRWV at $XX - $AMD at $XXX - $PYPL at $XX - $ADBE at $XXX - $DUOL at $XXX - $HIMS at $XX - $NVO at $XX - $DLO at $XX - $MELI at $2055 - $GRAB at $XXX - $UBER at $84"  
[X Link](https://x.com/TheRayMyers/status/1993742361852092502)  2025-11-26T18:03Z 15.6K followers, 36K engagements


"$IREN AI Infrastructure Champion My $IREN Investment Case is available👇 for all without a paywall. - $NBIS has the software and AI engineers 🧠 - $IREN has the land the energy and the scale 🏗 ⚡ 🌐 - 3GW of Capacity - Highly Efficient Data Centers $IREN is poised to become the premier AI infrastructure partner the $MSFT deal is just the beginning"  
[X Link](https://x.com/TheRayMyers/status/1994821240737939760)  2025-11-29T17:30Z 15.6K followers, 21.4K engagements


"$AMZN and $SHOP Two e-commerce and technology companies have chosen completely different strategies to grow. 📦 Yet both are poised for strong growth as e-commerce penetration grows. 📊 Find the report at the usual place"  
[X Link](https://x.com/TheRayMyers/status/1995200222318772575)  2025-11-30T18:36Z 15.6K followers, 6442 engagements


"You are missing the entire point. In all your calculations and your thinking process in this discussion you are acting as if Iren needs to pay the $8.8B tomorrow. ROIC is not calculated by dividing the yearly NOPAT of ($534M EBIT *0.75) $400M against $8.8B to get your "sub X% ROIC". Because they are not sending a check out for $8.8B today. Furthermore you are ignoring Microsoft's pre-payments which essentially reduce Iren's invested capital needs. Microsoft is financing Iren at X% interest. Invested capital is $8.8B - $1.94B first prepayment -$1.94B second prepayment -$2B of likely Dell"  
[X Link](https://x.com/TheRayMyers/status/1995407581750411646)  2025-12-01T08:20Z 15.7K followers, XXX engagements


"Here we see Bitcoin Miner Efficiency. Joules per terahash essentially tells us how much energy a $BTC miner uses in Bitcoin mining. The lower the better. And $IREN is THE most efficient large-scale miner. This uniquely positions $IREN to repurpose its efficient data center know-how towards AI Data Centers"  
[X Link](https://x.com/TheRayMyers/status/1995545997397643728)  2025-12-01T17:30Z 15.6K followers, 2235 engagements


"I prefer - $NBIS over $CRWV - $IREN over $CIFR - $GRAB over $UBER - $DLO over $PYPL - $SOFI over $HOOD - $NU over $MELI - $AMD over $NVDA - $NVO over $HIMS - $S over $CRWD - $RBRK over $CRWD"  
[X Link](https://x.com/TheRayMyers/status/1995917709448475072)  2025-12-02T18:07Z 15.7K followers, 6566 engagements


"$CELH shouldn't be down XX% 🔴 The $61M loss in Q3 was due to cancellation payments to distributors for moving Alani Nu to Pepsi - XXXX% portfolio market share in the US - XXXX% portfolio retail sales growth - XX% of Alani distribution is now with Pepsi - Alani integration will be done in Q1 2026 - Rockstar integration will be done in H1 2026 $CELH now controls X strong energy brands"  
[X Link](https://x.com/TheRayMyers/status/1996210419023683844)  2025-12-03T13:30Z 15.6K followers, 1914 engagements


"$LLY vs $NVO"  
[X Link](https://x.com/TheRayMyers/status/1996278850653663362)  2025-12-03T18:02Z 15.7K followers, XXX engagements


"Rose is right about $PYPL It could at best 2-3x if stars align revenue growth briefly accelerates and multiple expands. But this is not a 10x long term investment. Paypal is a yesterdays company in tomorrows world. I would much rather buy $SOFI for XX P/E than $PYPL for 12"  
[X Link](https://x.com/TheRayMyers/status/1996461132341744054)  2025-12-04T06:06Z 15.7K followers, 13.5K engagements


"This is why $IREN is up XXX% YTD 📈 2023-2028 Revenue: $76M ➡ $3.93B 2023-2028 EBITDA: -$9.8M ➡ $2.95B And the crazy thing is that this is just the beginning"  
[X Link](https://x.com/TheRayMyers/status/1996621594626494565)  2025-12-04T16:44Z 15.6K followers, 11.5K engagements


"The marathon has only just begun. $GRAB"  
[X Link](https://x.com/TheRayMyers/status/1996664121387843772)  2025-12-04T19:33Z 15.7K followers, 3875 engagements


"@EngBigData GLP1 raised the expectations too much it pulled growth forward. I expect them to grow much slower in the next few years and miss 2030 target without acquisitions"  
[X Link](https://x.com/TheRayMyers/status/1996774953514160533)  2025-12-05T02:53Z 15.6K followers, XXX engagements


"🚨 $NFLX Buying $WBD for $82.7B 🚨 This is an ERA-Ending Transformational Deal The "small-upstart" that was once "doomed to lose" to Hollywood giants once they took streaming seriously is buying out the biggest most storied and most famous movie studio Warner Bros and the "King of Premium Television" HBO. If X years ago you had told media "experts" and Wall Street analysts that Netflix would buy Warner Bros they would have asked "What are you smoking and where can I get some" Yet here we are. So what does this mean and what are the implications 🔴 The Losers: 1) The Consumer There is no doubt"  
[X Link](https://x.com/TheRayMyers/status/1996960241942929597)  2025-12-05T15:09Z 15.6K followers, 2695 engagements


"This $IREN core strategy: X. Find a great location for a data center X. Design an efficient data center X. Find a large anchor tenant X. Negotiate a substantial pre-payment X. Use pre-payment to cover 40-70% of the build-out X. Cover the rest with debt cash or equity X. Finance the GPUs timing repayments with project cash flow X. Use the project cash flows to repay debt X. Repeat"  
[X Link](https://x.com/TheRayMyers/status/1997011145874452924)  2025-12-05T18:32Z 15.6K followers, 23.5K engagements


"1) The GLP1 boom has raised shareholder expectations too high and I don't believe the company can meet them. 2) Core growth is slowing down. 3) New verticals will take time to grow. 4) International expansion is a red flag especially EU and Brazil is nonsense. The way I see it they would only expand internationally if they see trouble growing in the US. 5) Dudums' behaviour is focused on pumping the stock in the short term so he can sell it. Pumping it a day before your sale is a HUGE red flag. 6) They will miss the 2030 target without acquisitions. I don't like the setup the stock is"  
[X Link](https://x.com/TheRayMyers/status/1997141534874210441)  2025-12-06T03:10Z 15.7K followers, XXX engagements


"When Ozempic went viral in the media because of celebrities such as Kim Kardashian allegedly using it for weight loss the demand exploded. While that drove sales and enabled $NVO to demand a high price it also pushed the government to increase the supply thus the FDA declared a shortage. When compounding began the demand for Semaglutide was significantly greater than for Lilly's Tirzepatide because the latter lacked brand familiarity. Everyone knew Ozempic and wanted to get their hands on it. Companies such as $HIMS actively marketed that they were using the same ingredient as Ozempic."  
[X Link](https://x.com/TheRayMyers/status/1997339321225941130)  2025-12-06T16:16Z 15.6K followers, 1905 engagements


"Which name is the most likely to 5x - $PYPL at $XX - $ADBE at $XXX - $DUOL at $XXX - $NBIS at $XX - $IREN at $XX - $CIFR at $XX - $WYFI at $XX - $OSCR at $XX - $HIMS at $XX - $TMDX at $XXX - $NVO at $XX - $SOFI at $XX - $NU at $XX - $DLO at $XX - $GRAB at $XXX - $UBER at $XX - $ZETA at $17"  
[X Link](https://x.com/TheRayMyers/status/1993375463700328777)  2025-11-25T17:45Z 15.7K followers, 298K engagements


"Citi rates $APP a Buy 🟢 Price target of $XXX They see XX% Upside"  
[X Link](https://x.com/TheRayMyers/status/1995868390234206428)  2025-12-02T14:51Z 15.7K followers, 3036 engagements


"You need a double fast which one are you picking - $BTC at $92K - $MSTR at $XXX - $LMND at $XX - $PYPL at $XX - $DUOL at $XXX - $NVO at $XX - $OSCR at $XX - $ADBE at $XXX - $IREN at $XX - $NBIS at $XX - $CIFR at $XX - $TMDX at $XXX - $HIMS at $XX - $ZETA at $XX - $NU at $XX - $SOFI at $XX - $AMD at $215"  
[X Link](https://x.com/TheRayMyers/status/1996284129608917243)  2025-12-03T18:23Z 15.7K followers, 46.6K engagements


"My opinion on some popular names: Undervalued: - $NU - $DLO - $MELI - $NBIS - $IREN - $SOFI - $GRAB - $ROOT - $OSCR - $AMZN - $META - $GOOGL Overvalued: - $CIFR - $TSLA - $CRM - $NKE - $DUO - $PEP - $ADBE - $SBUX - $HIMS - $CRVW - $CRWD - $SNOW - $HOOD Palantir: - $PLTR 💩 - $MSTR"  
[X Link](https://x.com/TheRayMyers/status/1996636947637272878)  2025-12-04T17:45Z 15.7K followers, 28.8K engagements


"Can Novo Nordisk recover $NVO +48% 5Y 🟡 -XX% YTD 🔴 🔴 🔴 - Strong Margins - Large Dividend Yield - Very Cheap Valuation - XXXX% 2027 EPS CAGR - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1997381348563034572)  2025-12-06T19:03Z 15.7K followers, 43.4K engagements


"$JPM CEO Jamie Dimon just said that Europe is Weak and has "Real Problems". - High Debt - Weak Military - No Innovation - No Investment - Insane Bureaucracy - Low Competitiveness - Expensive Social Programs There are some pockets of good companies but overall I am not bullish on European stocks. Draghi said basically the same X years ago and Germany replied with "Nein". We need the biggest reforms ever but I don't see the EU doing anything of the sort. Just last month they passed some BS laws banning Vegan products from using phrases like meat chicken beef and burger. Nobody cares about this"  
[X Link](https://x.com/TheRayMyers/status/1998056826546340147)  2025-12-08T15:47Z 15.7K followers, 8601 engagements


"$NBIS street high Price Target is $XXX Northland Securities thinks there is XXX% Upside Are they right"  
[X Link](https://x.com/TheRayMyers/status/1998428249475420494)  2025-12-09T16:23Z 15.7K followers, 11.8K engagements


"If you had to invest all your life savings into X stock for your entire life which one would you pick - $TSLA - $NBIS - $IREN - $OKLO - $GRAB - $ZETA - $AMZN - $GOOGL - $UBER - $PYPL - $ADBE - $HIMS - $NFLX - $PLTR - $NU - $SOFI - $ASTS - $RKLB - $MSTR"  
[X Link](https://x.com/TheRayMyers/status/1998453156171165763)  2025-12-09T18:02Z 15.7K followers, 10.5K engagements