# ![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1768339307108995072.png) @danielisdizzy Daniel

Several stocks are being discussed, but $hims and $root are prominent. $hims recently reported record Q3 numbers, with revenue up 49% year-over-year, and is expanding its operations, including bringing compounding in-house and launching at-home lab testing. $root also reported strong Q3 results, with a growing customer base and improving algorithm allowing for lower premiums.

### Engagements: [-------] [#](/creator/twitter::1768339307108995072/interactions)
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### Mentions: [--] [#](/creator/twitter::1768339307108995072/posts_active)
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### Followers: [------] [#](/creator/twitter::1768339307108995072/followers)
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### CreatorRank: [------] [#](/creator/twitter::1768339307108995072/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  #686 [technology brands](/list/technology-brands)  #4571 [finance](/list/finance)  #2855 [cryptocurrencies](/list/cryptocurrencies)  18.52% [celebrities](/list/celebrities)  4.44% [automotive brands](/list/automotive-brands)  2.96% [musicians](/list/musicians)  0.74% [countries](/list/countries)  0.74% [products](/list/products)  0.74%

**Social topic influence**
[$hims](/topic/$hims) #91, [ai](/topic/ai) #1875, [$amzn](/topic/$amzn) #9, [$meta](/topic/$meta) #13, [meta](/topic/meta) #908, [$amd](/topic/$amd) #13, [$nbis](/topic/$nbis) #9, [$root](/topic/$root) #30, [$googl](/topic/$googl) #75, [market](/topic/market) #116

**Top accounts mentioned or mentioned by**
[@arthritisfinger](/creator/undefined) [@grok](/creator/undefined) [@alertinvest](/creator/undefined) [@bjmtweets](/creator/undefined) [@simontheitalian](/creator/undefined) [@findleysfinance](/creator/undefined) [@hoomansv](/creator/undefined) [@joeytphilly](/creator/undefined) [@alert_invest](/creator/undefined) [@yoki_sgn](/creator/undefined) [@stockfins](/creator/undefined) [@mvcinvesting](/creator/undefined) [@amitisinvesting](/creator/undefined) [@blackpanthercap](/creator/undefined) [@william_r2rclub](/creator/undefined) [@stockstormx](/creator/undefined) [@alextheinvstor](/creator/undefined) [@mmatters22596](/creator/undefined) [@alc2022](/creator/undefined) [@jfangold22776](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [The Root Network (ROOT)](/topic/$root) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Microsoft Corp. (MSFT)](/topic/$msft) [Iris Energy Limited (IREN)](/topic/$iren) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Novo-Nordisk (NVO)](/topic/$nvo) [UiPath, Inc. (PATH)](/topic/$path) [UnitedHealth Group (UNH)](/topic/$unh) [Oracle Corporation (ORCL)](/topic/$orcl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Apple, Inc. (AAPL)](/topic/$aapl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [ZetaChain (ZETA)](/topic/$zeta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@patientinvestor I prefer $LVMHF and $KER.PA"  
[X Link](https://x.com/danielisdizzy/status/1962555560986898644)  2025-09-01T16:38Z 18K followers, [----] engagements


"Jonathan Ross former CEO of Groq (AI inference accelerator startup) whose assets were acquired by $NVDA for $20B and who is now joining Nvidia highlighted an interesting point. Inference will be a high-volume low-margin market. $NVDA and $AMD will sell every GPU they can physically manufacture this year but if they want to sell chips for inference they would have to give up their 7080% margins. With this investment it looks like $NVDA has found a way to keep GPUs focused on training protect margins and keep printing money. https://twitter.com/i/web/status/2006818442809053502"  
[X Link](https://x.com/danielisdizzy/status/2006818442809053502)  2026-01-01T20:02Z 18K followers, 103.7K engagements


"Stocks with 5x potential over the next [--] years: $DUOL $HIMS $IREN $LMND $ROOT $OSCR $NBIS $ZETA $AMD $ASTS Any others youd add 👇"  
[X Link](https://x.com/danielisdizzy/status/2008652836373229696)  2026-01-06T21:32Z 18.1K followers, 27.4K engagements


"While inflation remains stuck at 2.7% people are still calling on the Fed to cut rates. Elon Musk $TSLA on the other hand doesnt seem worried about inflation at all. He expects AI and robotics to drive massive deflationand even help solve the U.S. debt problem. If output grows faster than the money supply deflation occurs. With AI and robotics dramatically increasing production deflation is coming. https://twitter.com/i/web/status/2011170535753822256 https://twitter.com/i/web/status/2011170535753822256"  
[X Link](https://x.com/danielisdizzy/status/2011170535753822256)  2026-01-13T20:16Z 18.1K followers, [----] engagements


"$META at $620 is like $GOOGL under $170"  
[X Link](https://x.com/danielisdizzy/status/2012616719945076746)  2026-01-17T20:03Z 18K followers, 173.3K engagements


"Anthropic CEO Dario Amodei believes were approaching a point where AI models will be strong enough at coding and AI research to build the next generation of models themselvescreating a feedback loop that dramatically accelerates progress. This is the ultimate flywheel. Once AI can autonomously improve itself and create more advanced models everything changes. https://twitter.com/i/web/status/2014797641100779655 https://twitter.com/i/web/status/2014797641100779655"  
[X Link](https://x.com/danielisdizzy/status/2014797641100779655)  2026-01-23T20:29Z 17.9K followers, 23.4K engagements


"Earnings season heats up next week: $UNH $UPS Jan [--] $MSFT $META $TSLA $ASML Jan [--] $AAPL Jan [--] $SOFI Jan 30"  
[X Link](https://x.com/danielisdizzy/status/2015437405369610520)  2026-01-25T14:51Z 17.9K followers, [----] engagements


"Tom Lee stays bullish on the Magnificent [--] and expects them to keep smashing earnings. But his top picks for [----] arent tech theyre energy and basic materials. The AI infrastructure buildout is exploding and it desperately needs more power. There simply isnt enough of it. Which energy stocks benefit the most from the AI boom 👇 https://twitter.com/i/web/status/2015507932436213822 https://twitter.com/i/web/status/2015507932436213822"  
[X Link](https://x.com/danielisdizzy/status/2015507932436213822)  2026-01-25T19:31Z 17.9K followers, 97.3K engagements


"These stocks are long-term wealth generation opportunities: $AMD at $259 $GRAB at $4 $META at $658 $HIMS at $29 $ROOT at $68 $AMZN at $239 $PATH at $14 $NVO at $62 $NBIS at $94 $OSCR at $15 $IREN at $56 $LMND at $93"  
[X Link](https://x.com/danielisdizzy/status/2015510019257631062)  2026-01-25T19:40Z 17.9K followers, 123.7K engagements


"This flattening in revenue is enough to justify a -60% drop in the stock price. Not to mention the CEO selling his own shares. Guess its game over for $HIMS 😏"  
[X Link](https://x.com/danielisdizzy/status/2015882175434911826)  2026-01-26T20:18Z 17.8K followers, 21.8K engagements


"@alert_invest This gap wont last long; $AMZN is cheap while $GOOGL has already run too far"  
[X Link](https://x.com/danielisdizzy/status/2015885638583603305)  2026-01-26T20:32Z 18K followers, [----] engagements


"$MSFT announcement of its new Maia [---] ASIC optimized for inference is fully in line with Peter Thiels prediction: All the big tech companies will design their own AI chips so they dont have to do the 10x markup to $NVDA. This will make chips a commodity and nobody will make money in chips. This seems to be the future for inference. Beyond $AMZN Trainium and $GOOGL TPUs weve already seen startups like Groq and Cerebras claim theyre more efficient than $NVDA GPUs for inference. What will matter more and more is producing tokens at the lowest cost. For training however $NVDA GPUs will remain"  
[X Link](https://x.com/danielisdizzy/status/2016145642440061340)  2026-01-27T13:45Z 17.8K followers, 20.3K engagements


"AI will destroy software companies. Thats the narrative. Meanwhile Salesforce $CRM and Adobe $ADBE are still growing revenue despite their market caps being crushed. Are you buying software here 👇"  
[X Link](https://x.com/danielisdizzy/status/2016243125136593057)  2026-01-27T20:13Z 17.9K followers, [----] engagements


"Some predictions: $NBIS becomes a multi-hundred-billion-dollar company $AMD dominates AI inference a market [--] larger than training $HIMS builds the most valuable subscription in the world: staying healthy $AMZN becomes a $10T company by [----] $LMND becomes the largest insurance player with the lowest premiums https://twitter.com/i/web/status/2016603625871609949 https://twitter.com/i/web/status/2016603625871609949"  
[X Link](https://x.com/danielisdizzy/status/2016603625871609949)  2026-01-28T20:05Z 17.9K followers, 47.5K engagements


"@Stockfins $DUOL has far fewer risks than $HIMS but I think both will do great"  
[X Link](https://x.com/danielisdizzy/status/2016640244091593165)  2026-01-28T22:31Z 17.9K followers, [----] engagements


"This portfolio of beaten-down stocks will do wonders over the next [--] years: $ROOT $DUOL $HIMS $PATH $OSCR"  
[X Link](https://x.com/danielisdizzy/status/2016965569988174321)  2026-01-29T20:03Z 18.1K followers, [----] engagements


"A bit of action in my portfolio today I bought: $UNH $ROOT $HIMS $NBIS $NVO $AMZN"  
[X Link](https://x.com/danielisdizzy/status/2017336405848944977)  2026-01-30T20:37Z 18K followers, [----] engagements


"$META said it is capacity constrained. $MSFT said it is capacity constrained as well. Meanwhile: $NBIS -10% $IREN -10% $CIFR -10% Well remain compute constrained for several more years. The neo cloud companies will be huge beneficiaries of the AI revolution. All three are on track to become hundred-billion-dollar companies. https://twitter.com/i/web/status/2017359224624345338 https://twitter.com/i/web/status/2017359224624345338"  
[X Link](https://x.com/danielisdizzy/status/2017359224624345338)  2026-01-30T22:08Z 18K followers, 41.5K engagements


"@mvcinvesting I imagine this will be the summary of the earnings call $NBIS"  
[X Link](https://x.com/danielisdizzy/status/2017359499783262464)  2026-01-30T22:09Z 18K followers, 14.6K engagements


"@bjmtweets A market cap under $1B is madness $ROOT"  
[X Link](https://x.com/danielisdizzy/status/2017362485934801123)  2026-01-30T22:21Z 18K followers, [---] engagements


"SpaceX valued at $800B in December and xAI valued at $230B last year are reportedly in talks about a potential merger. The logic is straightforward: AI data centers will move to space. SpaceX will handle the infrastructure xAI will use the compute. Jeff Bezos has also said building data centers in space will become a reality. He thinks it will take around [--] years before theyre cheaper than Earth-based ones Elon believes its more like [--] years. https://twitter.com/i/web/status/2017629882855932092 https://twitter.com/i/web/status/2017629882855932092"  
[X Link](https://x.com/danielisdizzy/status/2017629882855932092)  2026-01-31T16:03Z 18K followers, 21K engagements


"@MMatters22596 $ROOT at $62 now with a market cap under $1B 👀"  
[X Link](https://x.com/danielisdizzy/status/2017630552640176236)  2026-01-31T16:06Z 18K followers, [----] engagements


"Next week will be another big one for earnings. Here are the ones to watch: Feb [--] $PLTR Feb [--] $AMD Feb [--] $GOOGL $LLY $NVO $UBER $QCOM Feb [--] $AMZN $IREN"  
[X Link](https://x.com/danielisdizzy/status/2017632670037991573)  2026-01-31T16:14Z 18K followers, [----] engagements


"While we cant predict which companies will build the best AI models we know the winners in AI infrastructure: Hyperscalers: $AMZN $GOOGL $MSFT $META Chip designers: $NVDA $AMD $AVGO Chip producers: $TSM Samsung $INTC Memory producers: $MU Samsung SK Hynix Neo cloud companies: $NBIS $IREN $CRWV $CIFR A portfolio made of these names has no chance of underperforming the market over the next [--] years. https://twitter.com/i/web/status/2017694264386326588 https://twitter.com/i/web/status/2017694264386326588"  
[X Link](https://x.com/danielisdizzy/status/2017694264386326588)  2026-01-31T20:19Z 18K followers, 16.5K engagements


"During the Q4 call $META said its continuing to advance its own silicon program with the MTIA ASIC chips. This is big news for Broadcom $AVGO which currently designs $META chips as well as $GOOGL TPUs. Estimates suggest that by [----] 25% of the AI accelerator market will come from ASICsand the vast majority of these will be designed by $AVGO. It looks more and more like the Big Three of chip design will be $NVDA $AMD and $AVGO. https://twitter.com/i/web/status/2017696585136664595 https://twitter.com/i/web/status/2017696585136664595"  
[X Link](https://x.com/danielisdizzy/status/2017696585136664595)  2026-01-31T20:28Z 18K followers, 57K engagements


"1/ Car insurance is a $350B market in the U.S. alone. Hugebut outdated slow and dominated by century-old incumbents. The top [--] carriers average [---] years old. No meaningful new entrants since [----]. Disruption is inevitable. $ROOT is leading it"  
[X Link](https://x.com/danielisdizzy/status/2017994889246441677)  2026-02-01T16:14Z 18K followers, [---] engagements


"2/ $ROOT was built on one simple idea: Insurance should be priced based on how you drive not who you are. They are a Usage-Based Insurance (UBI) company continuously improving their models. In Q3 [--] they launched a new model expected to improve predictive accuracy by 10%"  
[X Link](https://x.com/danielisdizzy/status/2017994891683369097)  2026-02-01T16:14Z 18K followers, [---] engagements


"3/ How do they do it Telematics. $ROOT uses smartphone dataacceleration braking speed distractionto price risk more accurately. More data better insights smarter pricing"  
[X Link](https://x.com/danielisdizzy/status/2017994894279578028)  2026-02-01T16:14Z 18K followers, [---] engagements


"4/ The results speak for themselves. $ROOT gross loss ratio has dropped to 59% far below industry averages. That means the algorithm is improvingand the business is becoming more scalable. Management also plans to return some efficiency to customers likely through lower premiums. This may raise the loss ratio slightly but should drive customer growth and higher long-term gross profit. https://twitter.com/i/web/status/2017994897140191263 https://twitter.com/i/web/status/2017994897140191263"  
[X Link](https://x.com/danielisdizzy/status/2017994897140191263)  2026-02-01T16:14Z 18K followers, [---] engagements


"5/ $ROOT has built a machine-learning flywheel: More customers more data smarter pricing lower premiums more customers. The loop compounds"  
[X Link](https://x.com/danielisdizzy/status/2017994900474675575)  2026-02-01T16:14Z 18K followers, [---] engagements


"6/ Growth isnt limited to the app. Theyre expanding via embedded insurance including their Carvana partnership. Buy a car on Carvana add insurance instantlypowered by $ROOT. In Q3 they more than doubled new writings YoY in the partnership channel. Distribution without massive marketing spend = smart execution. https://twitter.com/i/web/status/2017994903670677776 https://twitter.com/i/web/status/2017994903670677776"  
[X Link](https://x.com/danielisdizzy/status/2017994903670677776)  2026-02-01T16:14Z 18K followers, [---] engagements


"7/ Legacy insurers are stuck in the past. Hundreds of outdated systems slow innovation cycles. Replicating $ROOT tech stack would take them years not quarters"  
[X Link](https://x.com/danielisdizzy/status/2017994907328078299)  2026-02-01T16:14Z 18K followers, [---] engagements


"8/ And $ROOT ambitions go beyond auto insurance: Our goal remains to build the largest most profitable personal lines insurance carrier in the U.S. and this quarter represents meaningful progress toward that goal"  
[X Link](https://x.com/danielisdizzy/status/2017994909303648553)  2026-02-01T16:14Z 18K followers, [---] engagements


"9/ The setup: Profitable Strong data-driven moat Scalable growth via partnerships Targeting a $350B+ market All at a $900M valuation"  
[X Link](https://x.com/danielisdizzy/status/2017994911157473674)  2026-02-01T16:14Z 18K followers, [---] engagements


"10/ $ROOT is quietly becoming a tech-first efficient customer-focused insurance leader. If execution continues the upside could be massive"  
[X Link](https://x.com/danielisdizzy/status/2017994915838361895)  2026-02-01T16:14Z 18K followers, [---] engagements


"The more time passes the more I agree with Peter Lynch: if you spend [--] minutes a year watching the economy youve wasted [--] of them. Buy exceptional companies at fair prices. Buy great businesses when theyre fundamentally undervalued. Everything else is just noise"  
[X Link](https://x.com/danielisdizzy/status/2018051522899165530)  2026-02-01T19:59Z 17.8K followers, [----] engagements


"@alc2022 Theyre heading toward a $5B market cap. I struggle to think of a more asymmetric bet than $DUOL"  
[X Link](https://x.com/danielisdizzy/status/2018052385432625588)  2026-02-01T20:02Z 17.9K followers, [----] engagements


"@JFangold22776 They have the best technology for assessing accident risk. This allows them to offer the lowest premiums in the industry. If $ROOT offers the lowest premiums why should customers choose other insurers instead"  
[X Link](https://x.com/danielisdizzy/status/2018055376885715431)  2026-02-01T20:14Z 17.9K followers, [---] engagements


"@RationalReturns @bjmtweets Having both $ROOT and $LMND in the portfolio is the winning move in my opinion"  
[X Link](https://x.com/danielisdizzy/status/2018055592217088187)  2026-02-01T20:15Z 18K followers, [---] engagements


"Im bullish on $ORCL long term but the execution risk is higher than I initially thought. Raising $45B$50B in [----] partly through dilution while the stock is 55% below its highs is a bold move and not a comfortable one. Oracle is already free cash flow negative with Bloomberg expecting that to last until [----]. On top of that a 6-year GPU depreciation cycle is far less conservative than peers like $NBIS. I still think $ORCL wins in the end. But the path forward looks significantly tougher than I first anticipated. https://twitter.com/i/web/status/2018416683204165844"  
[X Link](https://x.com/danielisdizzy/status/2018416683204165844)  2026-02-02T20:10Z 18K followers, 10.8K engagements


"I dont own $DUOL yet but damn its trading at the lowest P/S in its history. Its that obvious. The current narrative is that AI will destroy $DUOL when in reality AI will be a tailwind for $DUOL. Fundamentals keep getting stronger while sentiment is at its lows. These are the opportunities you dream of. https://twitter.com/i/web/status/2018446264719814840 https://twitter.com/i/web/status/2018446264719814840"  
[X Link](https://x.com/danielisdizzy/status/2018446264719814840)  2026-02-02T22:07Z 18K followers, 19.6K engagements


"SpaceX acquiring xAI could give xAI a massive edge. Elon Musks vision includes launching solar panels into space to generate electricity and transmit it back to Earthbypassing the traditional power grid altogether. Big Tech is already racing to build proprietary infrastructure to avoid grid dependence. If xAI gains access to virtually unlimited low-cost energy it unlocks a huge advantage for model training and inference. In a world where AI models are becoming increasingly commoditized the real edge will be generating tokens at the lowest possible cost. Energy is the key."  
[X Link](https://x.com/danielisdizzy/status/2018717350820737518)  2026-02-03T16:04Z 17.9K followers, [----] engagements


"@amitisinvesting At this pace theres a concrete possibility that $GOOGL and $META will become free cash flow negative in [----] unless AI starts delivering huge results in the next [----] months"  
[X Link](https://x.com/danielisdizzy/status/2019166012894298390)  2026-02-04T21:47Z 17.9K followers, [----] engagements


"@mvcinvesting $HIMS wants to show that compounding is the future and theyre right"  
[X Link](https://x.com/danielisdizzy/status/2019415312106762304)  2026-02-05T14:18Z 17.9K followers, [----] engagements


"@himshouse See you all in court $HIMS $NVO"  
[X Link](https://x.com/danielisdizzy/status/2019416530359054703)  2026-02-05T14:23Z 17.9K followers, [----] engagements


"$HIMS is now a $5B company trading at a P/S ratio of 2.5x. The company expects to surpass $6.5B in revenue by [----] and has a strong track record of beating expectations by wide margins. Hims has also exponentially increased the pace of new vertical launches: Labs HRT treatments and now longevity and peptides areas expected to become mainstream by [----]. This is what an asymmetric bet looks like. https://twitter.com/i/web/status/2019416650274013650 https://twitter.com/i/web/status/2019416650274013650"  
[X Link](https://x.com/danielisdizzy/status/2019416650274013650)  2026-02-05T14:23Z 18.1K followers, [----] engagements


"@SimontheItalian I am convinced that $HIMS will crush its own estimates. They are really far too conservative"  
[X Link](https://x.com/danielisdizzy/status/2019419741245575321)  2026-02-05T14:35Z 17.9K followers, [---] engagements


"$AMD expects its data center revenues to grow at 60%+ annually over the next [--] years. Lisa Su has said that growth above 60% is already possible in [----]. $MSFT $META $GOOGL $AMZN and $ORCL are expected to spend over $700 billion in [----] and the vast majority of that will go toward AI accelerators. Its hard to see how $AMD doesnt become a multi-trillion-dollar company. https://twitter.com/i/web/status/2019904342967415159 https://twitter.com/i/web/status/2019904342967415159"  
[X Link](https://x.com/danielisdizzy/status/2019904342967415159)  2026-02-06T22:41Z 18.1K followers, 11.4K engagements


"@miguellasala15 It really seems like it $HIMS"  
[X Link](https://x.com/danielisdizzy/status/2019908230995145120)  2026-02-06T22:57Z 17.9K followers, [----] engagements


"@alc2022 If you have a 10% chance of making a 100x you take that bet every single time. With $HIMS and $DUOL the probability is higher than 10%"  
[X Link](https://x.com/danielisdizzy/status/2020554450369155148)  2026-02-08T17:44Z 18K followers, [----] engagements


"@Ashton_1nvests But didnt you see the $200B in capex 😂 $AMZN will soon become a $10T company 💯"  
[X Link](https://x.com/danielisdizzy/status/2020600225753334091)  2026-02-08T20:46Z 18K followers, [---] engagements


"@WallStreetMav OpenAI vs Anthropic is better than Kendrick vs Drake"  
[X Link](https://x.com/danielisdizzy/status/2020600990999695616)  2026-02-08T20:49Z 18K followers, [---] engagements


"@amitisinvesting @qualtrim Im buying $META but theyre expecting 30% year-over-year growth just for Q1 [----]. They dont expect to maintain this growth rate for the full year"  
[X Link](https://x.com/danielisdizzy/status/2020601881941422391)  2026-02-08T20:53Z 18K followers, [---] engagements


"@snmart I think $HIMS is now priced as if GLP-1 were no longer one of its verticals. A $4B market cap is nothing all the negativity is already priced in"  
[X Link](https://x.com/danielisdizzy/status/2020604148132221026)  2026-02-08T21:02Z 18K followers, [----] engagements


"@HimsHersComms This is what disrupting an industry looks like $HIMS"  
[X Link](https://x.com/danielisdizzy/status/2020878163841056876)  2026-02-09T15:11Z 18.1K followers, [----] engagements


"How I feel buying $HIMS at $17"  
[X Link](https://x.com/danielisdizzy/status/2020879541644763468)  2026-02-09T15:16Z 18.1K followers, 13.6K engagements


"@VigilantFox $HIMS won the battle with Ro over the Super Bowl advertising"  
[X Link](https://x.com/danielisdizzy/status/2020880395454034297)  2026-02-09T15:20Z 18K followers, [---] engagements


"@joecarlsonshow Because AI is a bubble 😂 $MSFT"  
[X Link](https://x.com/danielisdizzy/status/2020965112073654597)  2026-02-09T20:56Z 18.1K followers, [---] engagements


"@MMatters22596 The fact that people prefer to buy stocks at all-time highs instead of when theyre down 80% will never change $DUOL $HIMS"  
[X Link](https://x.com/danielisdizzy/status/2020965522976686473)  2026-02-09T20:58Z 18.1K followers, [----] engagements


"@BlackPantherCap Ray Dalio has been repeating the same things for [--] years sooner or later hell have to be right 😅"  
[X Link](https://x.com/danielisdizzy/status/2020970944706322468)  2026-02-09T21:19Z 18.1K followers, [----] engagements


"Jensen Huang: Nobody uses AI better than $META. And hes right. Whats interesting: $META is the largest customer of $AMD GPUs. In [----] $META generated around 42% of $AMD GPU revenue. $NVDA will keep dominating but $AMD will thrive and theres no doubt it will grow into a multi-trillion-dollar company. Jensen knows this too. https://twitter.com/i/web/status/2021317900204728560 https://twitter.com/i/web/status/2021317900204728560"  
[X Link](https://x.com/danielisdizzy/status/2021317900204728560)  2026-02-10T20:18Z 18K followers, [---] engagements


"$HIMS has announced it will stop offering the GLP-1 pill. $NVO keeps claiming that compounded versions of Wegovy harm patients and arent effective but reality tells a different story. When it comes to weight loss conventional GLP-1s like those from $NVO often cause people to lose weight too fast frequently at the expense of muscle mass making them look like zombies. With compounded versions this muscle loss isnt an issue. This is just one example showing how the pharmaceutical industry prioritizes profit over patient well-being. And its remarkable to see them go after customer-centric"  
[X Link](https://x.com/danielisdizzy/status/2020226724437586086)  2026-02-07T20:02Z 18.2K followers, 68.8K engagements


"$AMZN didnt make friends while transforming e-commerce. $NFLX didnt make friends while reshaping entertainment. $UBER didnt make friends while changing transportation forever. $ABNB didnt make friends while redefining hospitality. $HIMS isnt making friends among Big Pharma. Disrupting an industry means being hated. And when they try to take you down its often a very good sign. https://twitter.com/i/web/status/2020227986222641592 https://twitter.com/i/web/status/2020227986222641592"  
[X Link](https://x.com/danielisdizzy/status/2020227986222641592)  2026-02-07T20:07Z 18.2K followers, 12.7K engagements


"Anthropic and the entire AI industry does not want to depend on a single chip supplier like $NVDA. Paul Smith COO at Anthropic said theyre actively building a multi-chip strategy: $AMZN (Trainium) $GOOGL (TPUs) $NVDA (GPUs) The goal Optionality. Pricing power. Scale without dependence. Not wanting to depend on anyone is exactly why $AMD will keep gaining share. https://twitter.com/i/web/status/2021591646341628018 https://twitter.com/i/web/status/2021591646341628018"  
[X Link](https://x.com/danielisdizzy/status/2021591646341628018)  2026-02-11T14:26Z 18.2K followers, 17.7K engagements


"Tomorrow $NBIS reports Q4 earnings before the market opens. The company is expected to reach EBITDA profitability. If confirmed this would mark an important early milestone in its path toward scaling the business"  
[X Link](https://x.com/danielisdizzy/status/2021681439750652089)  2026-02-11T20:23Z 18.2K followers, 11.8K engagements


"Lisa Su $AMD says AI is at least a 10-year cycle. Were only in year [--]. Jensen Huang $NVDA says AI infrastructure spending will continue growing exponentially for the next [--] years. Were still early in a generational buildout. We dont yet know who will dominate AI models. We dont know who will monetize them best. But history is clear: In every gold rush the infrastructure wins first. The chips. The compute. The cloud. Thats why its hard not to be bullish on: Chip leaders $NVDA $AMD $AVGO Cloud providers $AMZN $MSFT $GOOGL $CRWV $NBIS $IREN AI isnt a short-term trade. Its a decade-long capital"  
[X Link](https://x.com/danielisdizzy/status/2022332732827722043)  2026-02-13T15:31Z 18.2K followers, 12K engagements


"My 3-year price targets: $AMD: $900 $HIMS: $500 $HOOD: $350 $META: $1500 $LMND: $300 $NBIS: $800"  
[X Link](https://x.com/danielisdizzy/status/2019164305820905491)  2026-02-04T21:40Z 18.2K followers, 72.7K engagements


"Jeff Bezos $AMZN believes AI is an industrial bubble where market frenzy pushes billions of dollars into newly founded companies with [--] people and no product. Just look at: Thinking Machines by Mira Murati valued at $12B Safe Superintelligence by Ilya Sutskever valued at $32B In a context like this the real skill is knowing how to separate the winners from the rest. The benefits to society from AI will be gigantic. The challenge is not missing them and not losing money by backing the wrong ones. https://twitter.com/i/web/status/2012910559797150081"  
[X Link](https://x.com/danielisdizzy/status/2012910559797150081)  2026-01-18T15:30Z 18.2K followers, 181.3K engagements


"Ray Dalio explains how you should structure your portfolio. You should always have 515% allocated to goldunder current circumstances even more. Were in the middle of a wonderful technological revolution where not only the hyper-scalers will benefit but also the companies using this technology. His portfolio A well-diversified mix of new tech and gold. https://twitter.com/i/web/status/2014338374471950836 https://twitter.com/i/web/status/2014338374471950836"  
[X Link](https://x.com/danielisdizzy/status/2014338374471950836)  2026-01-22T14:04Z 18.2K followers, 114.1K engagements


"Stanley Druckenmiller said what many think about Jerome Powell but wont say out loud. The Feds job is to avoid big mistakes like the massive inflation we just had. Powell is obsessed with engineering a soft landing and protecting his legacy. But the only reason we even need a landing is because they let inflation run from 2% to 9%. This Fed shows again and again that they think changing their mind means losing credibility. Powell didnt save the economy. He helped create the mess. https://twitter.com/i/web/status/2016600927155703819 https://twitter.com/i/web/status/2016600927155703819"  
[X Link](https://x.com/danielisdizzy/status/2016600927155703819)  2026-01-28T19:55Z 18.2K followers, 657K engagements


"Tom Lee expects that with Kevin Warsh as the new Fed Chair [----] could look a lot like 2025: a sharp 20% market drop in the first halfsimilar to what we saw in April after Liberation Dayfollowed by a strong recovery to new highs. When theres new Fed leadership the market tends to test it and that process often comes with a meaningful correction. https://twitter.com/i/web/status/2017333906606067875 https://twitter.com/i/web/status/2017333906606067875"  
[X Link](https://x.com/danielisdizzy/status/2017333906606067875)  2026-01-30T20:27Z 18.2K followers, 159.7K engagements


"$ROOT is one of the most underappreciated opportunities in the entire market. Down 70% over the last [--] months now trading at a sub-$1B market cap. Yet revenue is up 27% YoY and it boasts the best gross loss ratio in the industry at 59%. Its quietly disrupting the $350B outdated U.S. car insurance market. https://twitter.com/i/web/status/2017994886088200288 https://twitter.com/i/web/status/2017994886088200288"  
[X Link](https://x.com/danielisdizzy/status/2017994886088200288)  2026-02-01T16:14Z 18.2K followers, 11.4K engagements


"These are long-term wealth generation opportunities: $IREN at $53 $ROOT at $61 $OSCR at $14 $HIMS at $27 $UNH at $286 $AMD at $236 $PATH at $12 $LMND at $86 $NVO at $59 $CIFR at $15 $DUOL at $134 $NBIS at $85"  
[X Link](https://x.com/danielisdizzy/status/2018053358917980429)  2026-02-01T20:06Z 18.2K followers, 36.5K engagements


"3 undervalued stocks Im buying right now: $HIMS $DUOL $PATH [--] safe haven stocks Im loading up on: $UNH $AMZN $NVO [--] stocks Im avoiding: $PLTR $AAPL $GOOGL"  
[X Link](https://x.com/danielisdizzy/status/2018788534241640536)  2026-02-03T20:47Z 18.2K followers, 35K engagements


"Nothing against Tom Lee but the fact that he first said he expected $BTC at $200K and $ETH at $9K by the end of February and then later said $BTC would bottom at $77K and $ETH at $2.4K shows that what analysts say is often baseless. If you say [---] different things sooner or later youre bound to get something right that doesnt make you a reliable reference point. This is just to say that investing based only on what others tell you without understanding what you own is the fastest way to fail. When you dont know what you hold and you see your positions collapsing the first thing you do is"  
[X Link](https://x.com/danielisdizzy/status/2019506953261838725)  2026-02-05T20:22Z 18.2K followers, 77.9K engagements


"Heres how much these stocks would need to rise just to return to their 52-week highs: $HOOD: +107.5% $HIMS: +211% $NBIS: +83.6% $IREN: +85.1% $DUOL: +368.8% $LMND: +42.5% $OSCR: +87.9% $PATH: +62.2% $AMD: +38.6% If the market truly enters a correction there will be life-changing opportunities https://twitter.com/i/web/status/2019509247059587523 https://twitter.com/i/web/status/2019509247059587523"  
[X Link](https://x.com/danielisdizzy/status/2019509247059587523)  2026-02-05T20:31Z 18.2K followers, 105K engagements


"Jeff Bezos says that if you have a 10% chance of making a 100x you should take that bet every single time. This is the case with $HIMS. Down 75% from its highs $4B market cap and a P/S ratio below [--]. $HIMS trades as if its destined to fail all the pessimism is already priced in. Once you realize $HIMS is not a GLP-1 company but a platform with new verticals launching faster and faster its hard not to see $HIMS as the most asymmetric bet in the market. https://twitter.com/i/web/status/2020877228548956393 https://twitter.com/i/web/status/2020877228548956393"  
[X Link](https://x.com/danielisdizzy/status/2020877228548956393)  2026-02-09T15:07Z 18.2K followers, 135.9K engagements


"Ive only recently started studying $OSCR. Today management guided [----] revenue to a range of $18.7B$19B implying 61% YoY growth at the midpoint. A return to operating profitability is also expected with operating income targeted between $250M and $450M. $OSCR has a market cap below $4B. Is it really such an obvious buy 👇 https://twitter.com/i/web/status/2021320205914546213 https://twitter.com/i/web/status/2021320205914546213"  
[X Link](https://x.com/danielisdizzy/status/2021320205914546213)  2026-02-10T20:27Z 18.2K followers, 11.2K engagements


"Jensen Huang: Nobody uses AI better than $META. And hes right. Whats interesting: $META is the largest customer of $AMD GPUs. In [----] $META generated around 42% of $AMDs GPU revenue. $NVDA will keep dominating but $AMD will thrive and theres no doubt it will grow into a multi-trillion-dollar company. Jensen knows this too. https://twitter.com/i/web/status/2021324358824681791 https://twitter.com/i/web/status/2021324358824681791"  
[X Link](https://x.com/danielisdizzy/status/2021324358824681791)  2026-02-10T20:44Z 18.2K followers, 76.2K engagements


"$META is the cheapest among Big Tech trading at a 21x forward P/E and its also the fastest-growing guiding for +30% YoY revenue growth in Q1 [----]. $META has two major advantages. First by running its recommendation algorithm on GPUs its flywheel is spinning faster than ever. GPUs deliver real-time personalized content increasing retention the number of ads shown and conversion rates. Second $METAs distribution is unmatched. 3.5B people use at least one Meta app every day. Facebook. Instagram. WhatsApp. The three biggest social platforms on the planet. This means $META can roll out any new AI"  
[X Link](https://x.com/danielisdizzy/status/2021593963325423785)  2026-02-11T14:35Z 18.2K followers, 12.5K engagements


"$LMND is down 33% in the last [--] weeks. Thats insane considering they announced just weeks ago that when $TSLA FSD is active insurance prices drop by 50%. This is the ultimate validation of the $LMND thesis. It proves the power of being an AI-native company. They can lower premiums because AI allows them to scale without increasing operating costs. More customers more employees. Incumbents cant cut premiums without destroying margins even if autonomous driving eliminated accidents entirely. Theyre not AI-native. More customers means more staff higher costs lower profitability. $LMND remains"  
[X Link](https://x.com/danielisdizzy/status/2021680067550884190)  2026-02-11T20:17Z 18.2K followers, 29.3K engagements


"As Stanley Druckenmiller says making money isnt that hard. The biggest mistake investors make is they invest in the present instead of looking forward. Its very important never to invest in the present. Always try to envision the situation as you see it in [--] to [--] months. Thats exactly whats happening with the AI frenzy right now. The market is obsessing over this years free cash flow and ignoring what AI will unlock over the next few years. https://twitter.com/i/web/status/2022045148230598882 https://twitter.com/i/web/status/2022045148230598882"  
[X Link](https://x.com/danielisdizzy/status/2022045148230598882)  2026-02-12T20:28Z 18.2K followers, 226.5K engagements


"$IREN is building the infrastructure for hyperscalers. $NBIS is becoming a hyperscaler"  
[X Link](https://x.com/danielisdizzy/status/2022074321100017833)  2026-02-12T22:24Z 18.2K followers, 50.1K engagements


"$META and $AMZN continue to be two of the most obvious buys in the market. The only reason theyre dropping is because of their massive capex spending which will push $AMZN into negative free cash flow in [----] and likely $META in [--------]. They chose to sacrifice guaranteed cash flow today for hypothetical cash flow tomorrow. That increased perceived risk on Wall Street. But lets be honest: investing hundreds of billions now is the right move. It positions them to dominate and compound even harder in the years ahead. $META trades at 21x forward P/E. $AMZN trades at 25x forward P/E. Im buying."  
[X Link](https://x.com/danielisdizzy/status/2022075629496070548)  2026-02-12T22:29Z 18.2K followers, 64.3K engagements


"AWS grew 24% YoY its fastest growth in 3+ years. Yet $AMZN sold off because: $GOOGL Cloud grew 48% $MSFT Azure grew 39% The market is focused on percentages. But as AWS CEO Matt Garman said AWS is still growing faster in absolute dollars than its competitors. AWS is much larger. Scale wins. $AMZN is the easiest buy in the market. https://twitter.com/i/web/status/2022326922902970599 https://twitter.com/i/web/status/2022326922902970599"  
[X Link](https://x.com/danielisdizzy/status/2022326922902970599)  2026-02-13T15:08Z 18.2K followers, 82.7K engagements


"@mvcinvesting A multi-hundred-billion-dollar company in the making $NBIS Its simple"  
[X Link](https://x.com/danielisdizzy/status/2022327218618417652)  2026-02-13T15:09Z 18.2K followers, [----] engagements


"@oguzerkan The reason $AMZN declined is that the market was expecting $60B in free cash flow in [----] but the increase in capex will make free cash flow negative in [----]. The risk that OpenAI or others wont be able to pay what was promised has nothing to do with this"  
[X Link](https://x.com/danielisdizzy/status/2022328297779253532)  2026-02-13T15:13Z 18.2K followers, [---] engagements


"@MrMikeInvesting Werent you expecting the market crash to happen in 2027"  
[X Link](https://x.com/danielisdizzy/status/2022329383546232971)  2026-02-13T15:17Z 18.2K followers, [---] engagements


"$AMZN under $200 feels like $GOOGL at $160. And dont forget $AMZN stake in Anthropic is now worth $60.6 billion"  
[X Link](https://x.com/danielisdizzy/status/2022412348242514056)  2026-02-13T20:47Z 18.2K followers, 103.6K engagements


"@Mr_Derivatives $GOOGL is still trading at a forward P/E of just 26x 👀"  
[X Link](https://x.com/danielisdizzy/status/2022412684541726992)  2026-02-13T20:48Z 18.2K followers, [---] engagements


"Whats your biggest holding👇 Mine is $AMD"  
[X Link](https://x.com/danielisdizzy/status/1983268038804987918)  2025-10-28T20:22Z 18.2K followers, 61K engagements


"Whats the most obvious buy in the market right now👇 For me its $HIMS"  
[X Link](https://x.com/danielisdizzy/status/1991216852731666628)  2025-11-19T18:47Z 18.2K followers, 37.6K engagements


"The US desperately needs more power to keep up in the AI race. China has about [--] times more capacity than the United States. Here are some stocks that could benefit greatly from the push to expand the power grid: Transmission / Distribution American Electric Power $AEP Xcel Energy $XEL Public Service Enterprise Group $PEG Generation / Supply Constellation Energy $CEG NextEra Energy $NEE Duke Energy $DUK Infrastructure / Grid Technology Quanta Services $PWR Eaton $ETN Itron $ITRI https://twitter.com/i/web/status/2005017976731255065 https://twitter.com/i/web/status/2005017976731255065"  
[X Link](https://x.com/danielisdizzy/status/2005017976731255065)  2025-12-27T20:48Z 18.1K followers, [----] engagements


"These stocks are long-term wealth generation opportunities: $AMD at $203 $META at $653 $HIMS at $31 $ROOT at $76 $AMZN at $247 $NBIS at $97 $NVO at $58 $DUOL at $176 $LMND at $79 $IREN at $46"  
[X Link](https://x.com/danielisdizzy/status/2010443932237434893)  2026-01-11T20:09Z 18.2K followers, 54K engagements


"The moment for me to open a position in $GRAB has probably arrived. With a $17.9B market cap the stock is down about 75% from its highs yet revenues keep growing. [----] will be its first fully profitable year and the company is sitting on roughly $7B in cash. $GRAB looks like an obvious play. https://twitter.com/i/web/status/2012614974842007717 https://twitter.com/i/web/status/2012614974842007717"  
[X Link](https://x.com/danielisdizzy/status/2012614974842007717)  2026-01-17T19:56Z 18.2K followers, [----] engagements


"A list of wealth-generation opportunities: $GRAB at $4 $NVO at $62 $HIMS at $31 $LMND at $79 $ROOT at $70 $IREN at $57 $NBIS at $108 $AMD at $231 $META at $620 $AMZN at $239 $PATH at $14 $DUOL at $150 $OSCR at $16"  
[X Link](https://x.com/danielisdizzy/status/2012912350886588919)  2026-01-18T15:37Z 18.2K followers, 231.7K engagements


"$UNH is down 15% after forecasting a revenue drop in [----] compared to 2025the first YoY decline since [----]. The stock is now trading below Warren Buffetts $BRK.B entry price. Opportunity 👀"  
[X Link](https://x.com/danielisdizzy/status/2016147751923220650)  2026-01-27T13:54Z 18.1K followers, 10.3K engagements


"Which is the bigger opportunity: $HIMS or $DUOL Both have a $6.5B market cap and are down over 50% in the last [--] months. Like them or not theres no doubt these are asymmetric bets"  
[X Link](https://x.com/danielisdizzy/status/2016636536322695369)  2026-01-28T22:16Z 18K followers, 20.9K engagements


"Seeing $MSFT down 12% today and $UNH down 20% a couple of days ago makes me realize something: Making money in the stock market is simple. You just have to follow one rule: NEVER CHASE"  
[X Link](https://x.com/danielisdizzy/status/2016964122827526191)  2026-01-29T19:58Z 18.2K followers, 49.4K engagements


"$ORCL was punished because 57% of its backlog is tied to OpenAI. $MSFT was punished as well with 45% of its backlog linked to OpenAI. But as $ORCL co-CEO explained the risk is limited if OpenAI were unable to honor its commitments: The infrastructure big AI players need is basically the same theres not a high degree of customization. Many different customers will need this type of infrastructure for many many years. Translation: even if OpenAI cant pay what it owes finding new clients wont be difficult. https://twitter.com/i/web/status/2017998036132086026"  
[X Link](https://x.com/danielisdizzy/status/2017998036132086026)  2026-02-01T16:26Z 18.1K followers, 223.5K engagements


"Tom Lee says Tom DeMark crypto advisor to Bitmine $BMRN has been calling $BTC at $77K and $ETH at $2.4K since mid-November. Were here now. Lee says all the pieces are in place for a crypto bottom. Strange considering he also called $BTC $200K by end-Feb and $ETH $9K in early [----]. Are you buying this bottom 👇 https://twitter.com/i/web/status/2018414224620265905 https://twitter.com/i/web/status/2018414224620265905"  
[X Link](https://x.com/danielisdizzy/status/2018414224620265905)  2026-02-02T20:00Z 18.2K followers, 66.1K engagements


"$NBIS is a much less risky bet than $ORCL with far more upside potential"  
[X Link](https://x.com/danielisdizzy/status/2018447545207488579)  2026-02-02T22:12Z 18K followers, 18K engagements


"$AMD and $NVDA GPUs will continue to dominate the market for many years to come. While theres growing discussion around ASIC chipslike $GOOGL TPUs or $MSFT Maiathe reality is that despite being excellent they dont offer anywhere near the same programmability or model flexibility as GPUs. AI is at least a 10-year cycle and were only in year two. At this early stage software developers need maximum flexibility to experiment iterate and innovate across different algorithms. https://twitter.com/i/web/status/2018719609172480326 https://twitter.com/i/web/status/2018719609172480326"  
[X Link](https://x.com/danielisdizzy/status/2018719609172480326)  2026-02-03T16:13Z 18.1K followers, 30.4K engagements


"$AMZN with a market cap $1.6T lower than $GOOGL is pure madness. AWS expects a return to +25% YoY growth in the second half of [----] $AMZN owns about 19% of Anthropic They seem set to invest $50B in OpenAI and I'm certain this will force OpenAI to increase its commitments to $AMZN as a cloud provider Not to mention advertisingthe fastest-growing segment and the one with the highest margins. This gap won't last long. https://twitter.com/i/web/status/2018786839914508458 https://twitter.com/i/web/status/2018786839914508458"  
[X Link](https://x.com/danielisdizzy/status/2018786839914508458)  2026-02-03T20:41Z 18.2K followers, 32.4K engagements


"AMD will hit an inflection point in the second half of the year with the launch of the new MI450 series and Helios rack systems Lisa Su $AMD architecture surpasses $NVDA Vera Rubin when it comes to memory. Were seeing an explosion in inference as enterprises adopt more and more AI and thats exactly the sweet spot for the MI450 series and Helios. $AMD is a multi-trillion-dollar company in the making https://twitter.com/i/web/status/2019139610857574499 https://twitter.com/i/web/status/2019139610857574499"  
[X Link](https://x.com/danielisdizzy/status/2019139610857574499)  2026-02-04T20:02Z 18.2K followers, 71.3K engagements


"Yeah it definitely looks like $AMD is missing the AI train. Their AI segment is completely flat 🤦♂"  
[X Link](https://x.com/danielisdizzy/status/2019142323687551122)  2026-02-04T20:13Z 18K followers, 36.4K engagements


"The second half of [----] will mark a major inflection point for $AMD. The MI450 series and Helios are set to begin deployment and Q3 is expected to kick off the first gigawatt deployment (1 of 6) under the OpenAI agreement with each gigawatt estimated to generate roughly $25B in revenue. On the latest earnings call Lisa Su also noted that AMD is already in active discussions with additional customers for multi-gigawatt deployments starting later this year centered on Helios and MI450. $AMD is just getting started. https://twitter.com/i/web/status/2019414535237419329"  
[X Link](https://x.com/danielisdizzy/status/2019414535237419329)  2026-02-05T14:15Z 18.2K followers, 12.7K engagements


"I bought more $AMZN today. A true safe haven the most obvious buy in the market. Its trading at its cheapest valuation in at least the last [--] years and the quarter was a clear success. AWS grew 24% YoY the fastest growth in [--] quarters. Advertising the highest-margin segment was up 22% YoY. But the market seems more focused on the $200B in CapEx. Fine by me Ill keep buying Amazon at a discount. https://twitter.com/i/web/status/2019881168506638537 https://twitter.com/i/web/status/2019881168506638537"  
[X Link](https://x.com/danielisdizzy/status/2019881168506638537)  2026-02-06T21:09Z 18.2K followers, 14K engagements


"The sell-off in $AMD makes no sense. AMD beat expectations and guided above estimates for Q1. Meanwhile $AMZN $GOOGL $META and $MSFT are expected to spend $700B in capex in [----] with the vast majority going into GPUs. In the second half of [----] $AMD will begin shipping the MI450 series and Helios and start deployment of the first of six gigawatts from the OpenAI deal. Each gigawatt could generate $25B in revenue. For context: AMD generated $35B in total revenue in [----]. Lisa Su also confirmed AMD is in talks with other customers for additional multi-gigawatt deployments. [----] will be a"  
[X Link](https://x.com/danielisdizzy/status/2020185636733333843)  2026-02-07T17:19Z 18.2K followers, 19.9K engagements


"These are the stocks I bought this week taking advantage of the dip: $AMZN $UNH $AMD $HIMS $NBIS $OSCR"  
[X Link](https://x.com/danielisdizzy/status/2020228944776020160)  2026-02-07T20:11Z 18.2K followers, [----] engagements


"Back in November Lisa Su and $AMD said the AI accelerator TAM will exceed $1T by [----]. At the time many thought that number was excessive. Now compare that with the $700B in [----] capex announced over the past two weeks by $AMZN $MSFT $META and $GOOGL and Lisas estimate starts to look conservative. https://twitter.com/i/web/status/2020552185038488002 https://twitter.com/i/web/status/2020552185038488002"  
[X Link](https://x.com/danielisdizzy/status/2020552185038488002)  2026-02-08T17:35Z 18.2K followers, 10.4K engagements


"After the Wegovy copy controversy $HIMS trades at a P/S below [--]. Important point: $HIMS is NOT a GLP-1 company. In [----] it did $2.3B in revenue only $580M from GLP-1s which also have lower margins than the core business. Even in a worst-case scenario where GLP-1 sales stop (unlikely) $HIMS still looks deeply undervalued. https://twitter.com/i/web/status/2020599579096633346 https://twitter.com/i/web/status/2020599579096633346"  
[X Link](https://x.com/danielisdizzy/status/2020599579096633346)  2026-02-08T20:44Z 18.2K followers, 39.5K engagements


"These stocks are wealth-generation opportunities: $HIMS at $19 $NVO at $47 $LMND at $74 $ROOT at $62 $AMD at $208 $IREN at $41 $NBIS at $86 $OSCR at $12 $PATH at $12 $DUOL at $119 $META at $661 $AMZN at $210"  
[X Link](https://x.com/danielisdizzy/status/2020602247391109469)  2026-02-08T20:54Z 18.2K followers, 42.9K engagements


"@arthritisfinger People want to buy stocks when theyre at all-time highs but not when theyre down 80% 🤦♂ $HIMS"  
[X Link](https://x.com/danielisdizzy/status/2020881729771233386)  2026-02-09T15:25Z 18.2K followers, [----] engagements


"@arthritisfinger Its definitely not too late to invest in $META. Right now its my favorite among the Magnificent [--] Im buying"  
[X Link](https://x.com/danielisdizzy/status/2021322951639826852)  2026-02-10T20:38Z 18K followers, [--] engagements


"@ArtKnightmed I really like Mark $OSCR"  
[X Link](https://x.com/danielisdizzy/status/2021381676341793025)  2026-02-11T00:32Z 18.1K followers, [---] engagements


"@ns123abc Its the same thing the CEO of Anthropic said 👀"  
[X Link](https://x.com/danielisdizzy/status/2021592859674124384)  2026-02-11T14:31Z 18.1K followers, [---] engagements


"@alert_invest Yes sir One of my top holdings $NBIS"  
[X Link](https://x.com/danielisdizzy/status/2021684490418958810)  2026-02-11T20:35Z 18.2K followers, [---] engagements


"@SimontheItalian My favorite Mag [--] $META"  
[X Link](https://x.com/danielisdizzy/status/2021684708308914579)  2026-02-11T20:36Z 18.2K followers, [---] engagements


"@alert_invest June 2025"  
[X Link](https://x.com/danielisdizzy/status/2021685767102202149)  2026-02-11T20:40Z 18.2K followers, [---] engagements


"@amitisinvesting The rotation has begun"  
[X Link](https://x.com/danielisdizzy/status/2022045525177143382)  2026-02-12T20:29Z 18.2K followers, [---] engagements


"@ns123abc Im increasingly starting to think OpenAI Anthropic"  
[X Link](https://x.com/danielisdizzy/status/2022047216362516625)  2026-02-12T20:36Z 18.2K followers, [---] engagements


"@alert_invest $META has already shown how its business is benefiting from AI"  
[X Link](https://x.com/danielisdizzy/status/2022078704462311794)  2026-02-12T22:41Z 18.2K followers, [----] engagements


"As Larry Ellison $ORCL says all AI modelsChatGPT Gemini Grok Llamaare trained on the same publicly available internet data. Its no surprise AI models are becoming commoditized. To reach peak value models need to be trained on privately owned data. In this scenario the most important moat is clear: proprietary data. A company with a ton of unique exclusive data will capture the entire market. https://twitter.com/i/web/status/2009270615237177680 https://twitter.com/i/web/status/2009270615237177680"  
[X Link](https://x.com/danielisdizzy/status/2009270615237177680)  2026-01-08T14:26Z 18.2K followers, 352.5K engagements


"$AMZN having a market cap $1.5T lower than $GOOGL makes no sense. $AMZN is the only big tech company that fully designs its own in-house ASIC chips without relying on Broadcom $AVGO like $GOOGL does for its TPUs. On top of that its Trainium chips are 40% more price-performance efficient than leading $NVDA GPUs. And lets not forget $AMZN owns more than 15% of Anthropic. $AMZN is such an obvious play. https://twitter.com/i/web/status/2015879588186866102 https://twitter.com/i/web/status/2015879588186866102"  
[X Link](https://x.com/danielisdizzy/status/2015879588186866102)  2026-01-26T20:08Z 18.2K followers, 250.9K engagements


"Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next [--] years before reaching a level that will need to be sustained. $AMZN $META $GOOGL and $MSFT are expected to spend around $700B in capex in [----] up 60% vs [----]. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA $AMD and $AVGO remains one of the safest and most compelling plays. https://twitter.com/i/web/status/2020549788773613868 https://twitter.com/i/web/status/2020549788773613868"  
[X Link](https://x.com/danielisdizzy/status/2020549788773613868)  2026-02-08T17:26Z 18.2K followers, 32.6K engagements


"Earnings to keep an eye on this week $HOOD Feb [--] $SPOT Feb [--] $OSCR Feb [--] $GRAB Feb [--] $NBIS Feb [--] Which one are you watching most closely 👇"  
[X Link](https://x.com/danielisdizzy/status/2020964222486909134)  2026-02-09T20:53Z 18.2K followers, [----] engagements


"Ray Dalio says were in a bubble. The reason is a growing gap between wealth and real money. Historically this is how most bubbles form. Wealth can be created very easily. A startup raises $50M at a $1B valuation and on paper youre a billionaire but in reality youre not. In this AI frenzy its common to see billions of dollars poured into newly founded companies with [--] people and no product. Just look at: Thinking Machines (Mira Murati) valued at $12B Safe Superintelligence (Ilya Sutskever) valued at $32B These startups are the bubble. Hyperscalers $AMZN $GOOGL $META $MSFT are not."  
[X Link](https://x.com/danielisdizzy/status/2020967045467132380)  2026-02-09T21:04Z 18.2K followers, 36.4K engagements


"@FindleysFinance $META seems really obvious to me"  
[X Link](https://x.com/danielisdizzy/status/2022078824419385481)  2026-02-12T22:42Z 18.2K followers, [----] engagements


"Warren Buffetts greatest lesson: NEVER CHASE. In the market you have time. If an exceptional company trades at insane prices dont buy it. Wait for an exceptional company at a reasonable price. When you find it invest heavily. If you dont wait"  
[X Link](https://x.com/danielisdizzy/status/2019878880115577227)  2026-02-06T21:00Z 18.2K followers, 236.8K engagements


"Hyperscalers have projected a 60% increase in capex in [----] compared to [----]. And this will have consequences: $AMZN is expected to end [----] with negative free cash flow between $17B and $28B $GOOGL could see its FCF drop from $73.3B in [----] to $8.2B in [----] $META could experience a 90% decline in free cash flow and is likely to remain FCF negative in [----] and [----] If $ORCL lost 60% of its valuation for being FCF negative and is expected to remain so until at least [----] I dont see why the same shouldnt happen to these hyperscalers. [----] will be an interesting year. It will likely offer plenty"  
[X Link](https://x.com/danielisdizzy/status/2020188971741942062)  2026-02-07T17:32Z 18.2K followers, [----] engagements


"Some predictions: $NBIS becomes the AWS of AI $HIMS builds the most valuable subscription in the world: staying healthy $AMZN becomes a $10T company by [----] $HOOD builds 10+ revenue streams generating $10B+ each $META smart glasses replace the iPhone"  
[X Link](https://x.com/danielisdizzy/status/2021377222041539005)  2026-02-11T00:14Z 18.2K followers, 18.6K engagements


"Will this portfolio outperform the market over the next [--] years $HIMS $LMND $DUOL $OSCR $PATH $NBIS"  
[X Link](https://x.com/danielisdizzy/status/2021682919819936226)  2026-02-11T20:29Z 18.2K followers, 17.1K engagements


"One of the most discussed numbers from $NBIS earnings is the [--] GW of secured capacity expected by the end of [----]. The rapid growth in contracted power can make it seem straightforward and make $IREN secured power advantage seem less like a real moat. But the nuance matters. Much of $NBIS capacity comes from leases and reallocating existing infrastructure to AI data centers. Thats different from bringing entirely new energy supply online as in $IREN case. Not all secured capacity is created equal"  
[X Link](https://x.com/danielisdizzy/status/2022047686225002740)  2026-02-12T20:38Z 18.2K followers, 12.1K engagements


"My 3-year price targets: $HOOD $350 $META $1500 $LMND $300 $NBIS $800 $AMZN $500"  
[X Link](https://x.com/danielisdizzy/status/2022414367762059603)  2026-02-13T20:55Z 18.2K followers, 39.1K engagements

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