[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @meeijer Investor in misunderstood companies, CFA Several investors are optimistic about companies like Hims & Hers ($hims), Advanced Micro Devices ($amd), and Nebius ($nbis), citing their growth potential in areas such as telehealth, semiconductors, and AI. These stocks are frequently mentioned as having 10-bagger potential due to their expanding market presence and innovative products. Investors are also expressing confidence in other companies like Alphabet ($googl), Amazon ($amzn), and ASML ($asml). ### Engagements: XXXXXX [#](/creator/twitter::1471025154440548353/interactions)  - X Week XXXXXXX +4% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXX +2,815% - X Year XXXXXXXXXX +41,487% ### Mentions: XX [#](/creator/twitter::1471025154440548353/posts_active)  - X Week XXX +0.63% - X Month XXX +9.30% - X Months XXXXX +533% - X Year XXXXX +6,638% ### Followers: XXXXXX [#](/creator/twitter::1471025154440548353/followers)  - X Week XXXXXX +4.10% - X Month XXXXXX +18% - X Months XXXXXX +2,053% - X Year XXXXXX +3,893% ### CreatorRank: XXXXXXX [#](/creator/twitter::1471025154440548353/influencer_rank)  ### Social Influence [#](/creator/twitter::1471025154440548353/influence) --- **Social category influence** [finance](/list/finance) #3308 [stocks](/list/stocks) #4379 [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$nbis](/topic/$nbis) #4, [$hims](/topic/$hims) #13, [hims](/topic/hims) #16, [asml](/topic/asml) #13, [$asml](/topic/$asml) #9, [$googl](/topic/$googl) #303, [googl](/topic/googl) #6, [$dlo](/topic/$dlo) #1, [$cdlr](/topic/$cdlr) #1, [$amd](/topic/$amd) #85 **Top accounts mentioned or mentioned by** [@tacticzh](/creator/undefined) [@yodastockinvest](/creator/undefined) [@mmoney642](/creator/undefined) [@simeonresearch](/creator/undefined) [@ashton1nvests](/creator/undefined) [@wealthmatica](/creator/undefined) [@danielisdizzy](/creator/undefined) [@qualityinvest5](/creator/undefined) [@bleacherbum23](/creator/undefined) [@longoption](/creator/undefined) [@grok](/creator/undefined) [@cernunnoscap](/creator/undefined) [@simeonresearch_](/creator/undefined) [@exclamotite69](/creator/undefined) [@investingvisual](/creator/undefined) [@dividenddudex](/creator/undefined) [@nighthawktradez](/creator/undefined) [@endicottinvests](/creator/undefined) [@md71085](/creator/undefined) [@investudentt](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Advanced Micro Devices (AMD)](/topic/$amd) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Shopify Inc (SHOP)](/topic/$shop) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [RAI Finance (SOFI)](/topic/$sofi) [Microsoft Corp. (MSFT)](/topic/$msft) [Palantir (PLTR)](/topic/$pltr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Apple, Inc. (AAPL)](/topic/$aapl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Life360, Inc. Common Stock (LIF)](/topic/$lif) [Novo-Nordisk (NVO)](/topic/$nvo) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Carvana Co. (CVNA)](/topic/$cvna) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [GameStop, Corp. (GME)](/topic/$gme) [Brookfield Corporation (BN)](/topic/$bn) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Airbnb Inc (ABNB)](/topic/$abnb) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Goldman Sachs (GS)](/topic/goldman-sachs) [Lam Research Corporation (LRCX)](/topic/$lrcx) ### Top Social Posts [#](/creator/twitter::1471025154440548353/posts) --- Top posts by engagements in the last XX hours "@Ashton_1nvests $NBIS $ASML $CDLR and $TMDX"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949003377620250901) 2025-07-26 07:06:30 UTC 15.6K followers, XXX engagements "@bleacherbum23 What kind of company is $ENVX"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946663583149859216) 2025-07-19 20:09:00 UTC 15.6K followers, 4943 engagements "@longoption My favorites from each category are $HIMS $SOFI $OSCR $CVNA and $NBIS"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946452982154838152) 2025-07-19 06:12:08 UTC 15.7K followers, XXX engagements "@MMoney642 $GOOGL is such an incredible company"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949849934171103645) 2025-07-28 15:10:25 UTC 15.7K followers, XXX engagements "5) Google Cloud Revenue has more than 10xd over the past X years"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395249967673634) 2025-07-21 20:36:23 UTC 15.6K followers, 1386 engagements "@TacticzH I agree with you $ASML is still quite undervalued"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1950102439387976122) 2025-07-29 07:53:47 UTC 15.7K followers, XXX engagements "7) $SHOP Revenue has nearly 500xd over the past XX years"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395267075899461) 2025-07-21 20:36:27 UTC 15.6K followers, 1764 engagements "7) $DLO Dlocal Base case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $88.6B Take rate FY2028: XXX% Revenue FY2028: 2.21B Net margin FY2028: XX% Net income FY2028: 465M Multiple: XX 2028 Market cap: 9.3B Share price: 9300000000/300000000 = $XXXXX Upside: XXX% Bear case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $79.1B Take rate FY2028: XXXX% Revenue FY2028: 1.78B Net margin FY2028: XX% Net income FY2028: 320M Multiple: XX 2028 Market cap: 5.13B Share price: 5130000000/300000000 = $XXXXX Upside: XX% Bull case: TPV CAGR through 2028: XX% Expected TPV"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779903062892762) 2025-07-11 21:10:17 UTC 15.7K followers, 5596 engagements "$HIMS has never missed revenue estimates What a company"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948029201266991118) 2025-07-23 14:35:28 UTC 15.7K followers, 35.1K engagements "@wealthmatica Yessir Extremely undervalued atm"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948721500208476471) 2025-07-25 12:26:25 UTC 15.6K followers, XX engagements "5 stocks I would buy right now: $AMD Advanced Micro Devices $CDLR Cadeler $DLO Dlocal $OSCR Oscar Health $HIMS Hims&Hers X stocks I would avoid right now: $AAPL Apple $CRWD Crowdstrike $PLTR Palantir $GME Gamestop $CRCL Circle Internet Do you agree"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1936163323143217424) 2025-06-20 20:44:43 UTC 15.7K followers, 22.9K engagements "@MMoney642 $HIMS and $CDLR are my favorites"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943029698323218588) 2025-07-09 19:29:14 UTC 15.7K followers, 1696 engagements "@YodaStockInvest I own $ASML $CDLR and $DLO"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947026833653846073) 2025-07-20 20:12:25 UTC 15.7K followers, 1213 engagements "@TacticzH Buy: - $DLO - $CDLR - $HIMS Sell: - $MSFT - $TKWY"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943601353265172887) 2025-07-11 09:20:47 UTC 15.6K followers, 1521 engagements "Which stock do you think is the best risk/reward play in the market right now"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947632193637126373) 2025-07-22 12:17:54 UTC 15.7K followers, 17K engagements "@longoption Id choose $HIMS over $OSCR but I agree with the rest"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947184074872828072) 2025-07-21 06:37:15 UTC 15.7K followers, XXX engagements "9) $OUST Ouster 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% Lidar technology leader providing high-resolution 3D sensors for autonomous vehicles industrial automation and smart infrastructure applications. $OUST is a company I recently discovered an interesting bet on robots and autonomous vehicles. With FSD finally becoming more realized and self-driving taxis operating in Austin the idea that FSD cars will play a major role in the automotive world is becoming undeniable"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231697500336565) 2025-07-15 21:19:11 UTC 15.7K followers, 6702 engagements "4) $DLO Dlocal Description: $DLO enables cross-border payments for global merchants in emerging markets providing a single platform for payment processing and local currency transactions. Why should you consider owning $DLO Serves major global clients like Amazon Netflix and Uber Profitable with high gross and EBITDA margins Underpenetrated markets in LatAm Asia and Africa = huge TAM Light asset model allows rapid international expansion CEO has XX years of experience as $MELIs CFO Still early in its growth curve A pure play on emerging market fintech infrastructure My buy score for $DLO:"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595468867436995) 2025-07-05 20:30:07 UTC 15.7K followers, 12.1K engagements "@MMoney642 Would you go for Portfolio X if it looked like this: $HIMS $GOOGL $UBER $BN 😁"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945948704671674747) 2025-07-17 20:48:19 UTC 15.7K followers, 1526 engagements "@DividendDude_X Im buying $GOOGL and $ASML from this list"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949401796524298414) 2025-07-27 09:29:41 UTC 15.7K followers, 1059 engagements "@CMDarnton Im a shareholder but this is just ridiculous. $2000 per share That would imply a market cap of around $500B putting $HIMS at a P/S ratio of XX in 2030 in an optimistic scenario"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949160867368521856) 2025-07-26 17:32:19 UTC 15.7K followers, XXX engagements "3) $CDLR Cadeler Description: $CDLR is a key offshore wind installation company providing specialized vessels and services for building and maintaining renewable energy infrastructure globally. Why should you consider owning $CDLR The company is benefitting from Europe's aggressive green energy transition Its highly specialized fleet is in high demand Strong order backlog Cadeler has first-mover advantage in offshore infrastructure Operates in a high-barrier niche EBITDA margin is expected to be a stunning XX% in FY2025 Huge revenue growth: XXX% YoY My buy score for $CDLR: Valuation: 9.5/10"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595461036671476) 2025-07-05 20:30:05 UTC 15.7K followers, 12.9K engagements "2.2) Core business (Hardware) To support high-performance and cost-efficient AI infrastructure Nebius develops its own servers in-house from design and prototyping to production and deployment. This end-to-end control over hardware results in superior efficiency faster innovation cycles and a lower total cost of ownership. By engineering its hardware internally Nebius achieves power-efficient cooling tightly integrated performance tuning and full visibility across the supply chain. This translates into lower energy costs better thermal performance and the ability to scale with predictability"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208388107202617) 2025-07-26 20:41:08 UTC 15.7K followers, 11.2K engagements "@YodaStockInvest Whats your buy level for $AMD then"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1950292071400526157) 2025-07-29 20:27:19 UTC 15.7K followers, XXX engagements "5) Avride The third and final NBIS subsidiary Ill be covering is Avride. It specializes in developing and operating autonomous vehicles and delivery robots leveraging shared and mutually enhancing technologies. Core Business & Technology: Avride is uniquely positioned by simultaneously developing autonomous driving technology for both cars and delivery robots. Both applications utilize common technological elements including models training systems code deployment and data collection simulators localization and perception. Advances in autonomous vehicles drive the development of delivery"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208428947079518) 2025-07-26 20:41:18 UTC 15.7K followers, 5459 engagements "100 of my best stock picks (ideas for you) : X. $HIMS Hims & Hers Extremely fast growing telehealth company X. $TMDX Transmedics New form of organ transplants revolutionary X. $CELH Celsius Fast-growing energy drink company expanding globally X. $ABNB Airbnb Global leader in short-term vacation rentals X. $PYPL Paypal Digital payments giant with Venmo and global reach X. $SOFI SoFi Technologies Fintech leader offering banking lending and investing X. $SHOP Shopify Top e-commerce platform for small and large businesses X. $NVDA NVIDIA Leader in AI gaming and data center GPUs X. $CRWD"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1868659378464637090) 2024-12-16 14:08:08 UTC 15.7K followers, 8223 engagements "@BradoCapital $ASML is such an obvious buy imo"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948722384455839999) 2025-07-25 12:29:56 UTC 15.7K followers, XXX engagements "My XX favorite founder-led stocks: (This is not in a specific order) 1) $HIMS Hims&Hers 2) $ASTS AST Spacemobile 3) $NBIS Nebius 4) $TMDX Transmedics 5) $HOOD Robinhood 6) $RKLB Rocket Lab 7) $TEM Tempus AI 8) $LIF Life360 9) $SHOP Shopify 10) $NVDA Nvidia Which stocks would you add"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1935799416876683759) 2025-06-19 20:38:41 UTC 15.7K followers, 28.1K engagements "@StockMKTNewz $GOOGL deserves a significantly higher valuation imo"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948298506285838358) 2025-07-24 08:25:36 UTC 15.7K followers, XXX engagements "The Best AI Play A Stock Id Hold Forever: $NBIS (Investment thesis) Heres my deep dive into what I believe is the most exciting underappreciated opportunity in the AI infrastructure space. Over the past few months $NBIS has surged over XXX% and its presence on X has grown noticeably. Still many people dont fully understand what $NBIS actually does and just how much potential it really has. I wont waste your time. Lets get straight into it"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208377705271313) 2025-07-26 20:41:06 UTC 15.7K followers, 232K engagements "10) $GTLB Gitlab 5-year revenue CAGR: XX% $GTLB offers a comprehensive platform for software development integrating planning building securing and deploying software seamlessly across various What makes $GTLB stand out is its single comprehensive platform. It covers the entire DevSecOps lifecycle from planning to deployment eliminating the need for multiple disparate tools"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307756207579321) 2025-07-18 20:35:04 UTC 15.7K followers, 6600 engagements "@TacticzH I believe $ASML is a solid buying opportunity"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947218612319580381) 2025-07-21 08:54:29 UTC 15.7K followers, 1338 engagements "2) $HIMS Hims&Hers 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $HIMS is a telehealth company offering personalized wellness products including hair loss skincare and mental health treatments with a strong focus on affordable direct-to-consumer care. I believe $HIMS has an exceptional management team with the ability to execute over the next 5-10 years. If they deliver $HIMS has the potential to become a 10-bagger"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231634837725416) 2025-07-15 21:18:57 UTC 15.7K followers, 5800 engagements "2) What does $NBIS exactly do (Core business data centers) Nebius core business is a fully integrated cloud chain built for intensive AI workloads. But what does this entail Nebius begins its fully integrated cloud journey by manufacturing and assembling the core hardware infrastructure needed to build its own data centers. This includes designing and deploying custom GPU servers engineered specifically for performance and energy efficiency. The result A highly optimized low-overhead foundation for cloud and AI operations. The company operates one of the most energy-efficient data centers in"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208384399458312) 2025-07-26 20:41:08 UTC 15.7K followers, 12K engagements "11) Valuation + long-term target At the moment $NBIS trades at a FY2025 P/S ratio of XX. While thats not exactly cheap its also not steep when you consider how rapidly $NBIS is compounding revenue and expanding its footprint. Personally I see fair value a bit above $XX. Looking ahead Goldman Sachs projects $2.8B in revenue for FY2027. Applying a conservative10x P/S multiple that would imply a market cap of $28B representing approximately XXX% upside from todays levels over the next XXX years"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208448924807218) 2025-07-26 20:41:23 UTC 15.7K followers, 6686 engagements "@wealthmatica Exactly The whole AI boom wouldnt be possible if $ASML didnt exist"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948722925521043873) 2025-07-25 12:32:05 UTC 15.7K followers, XXX engagements "$HIMS does NOT want to close below $XX 🤣"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947718175849656347) 2025-07-22 17:59:34 UTC 15.7K followers, 9205 engagements "6) Financials (Revenue) Lets talk revenue. $NBIS is still early in its journey but its already putting up stunning growth. Last quarter the Nebius group posted $55M in revenue a massive XXX% YoY increase. Looking ahead they expect to hit $600M in FY2025 and theyre not slowing down. Management is targeting $3B in revenue in the medium term. That implies $NBIS expects to 5x its FY2025 revenue within just a few years those are not rookie numbers haha"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208432394764557) 2025-07-26 20:41:19 UTC 15.7K followers, 5240 engagements "12) Conclusion $NBIS isnt just another cloud company its much more. Nebius offers a comprehensive full-stack AI platform combining cutting-edge hardware energy-efficient data centers and purpose-built software that eliminates friction across the AI development lifecycle. This isnt just infrastructure; its an integrated ecosystem tailored for machine learning and generative AI at scale. From custom GPU servers to an in-house cloud platform and developer-facing AI tools Nebius provides everything an AI company needs to train deploy and iterate; fast efficiently and at scale. Its this deep"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208452330631477) 2025-07-26 20:41:24 UTC 15.7K followers, 6430 engagements "7) Financial (EBITDA + EBIT) At the moment $NBIS is EBITDA negative but it anticipates turning EBITDA positive during the second half of 2025 a key milestone for a company at this stage. Even more encouraging Nebius is forecasting a healthy 2030% EBIT margin in a few years which would be an excellent result and well above typical expectations for a company in that phase"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208435557294232) 2025-07-26 20:41:20 UTC 15.7K followers, 5674 engagements "$NBIS has 5xd its revenue over the past year and is expected to 5x their revenue over the next year. What a company"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946573256116330686) 2025-07-19 14:10:04 UTC 15.7K followers, 29.7K engagements "Buy one hold one sell one: $HIMS $XXXXX $OSCR $XXXXX $ASTS $XXXXX What would you do"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944109150532665380) 2025-07-12 18:58:35 UTC 15.6K followers, 20.3K engagements "My favorite stocks in each of these sectors: Healthcare: $HIMS Hims&Hers $TMDX Transmedics $DCTH Delcath Semiconductors (-equipment): $AMD Advanced Micro Devices $LRCX Lam Research $ASML ASML $TSM Taiwan semi $NVDA Nvidia Space economy: $ASTS AST Spacemobile $RKLB Rocket lab Cloud: $NBIS Nebius $AMZN Amazon (AWS) $GOOGL Alphabet (GCP) Renewable energy: $CDLR Cadeler $ENPH Enphase energy $FSLR First Solar Fintech: $SOFI Sofi tech $DLO Dlocal $ADYEN.AS Adyen Biotech: $ALVO Alvotech What stocks would you add"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1940512923660489182) 2025-07-02 20:48:28 UTC 15.7K followers, 29.8K engagements "$NBIS had XX MW of data center capacity last year. Its projected to exceed X GW next year. Thats some stellar growth"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948416096790282502) 2025-07-24 16:12:51 UTC 15.7K followers, 14.4K engagements "@SimeonResearch_ Damn. What a great and meticulous post"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949834386796409182) 2025-07-28 14:08:38 UTC 15.7K followers, XXX engagements "$HIMS at $XX is a gift $NBIS at $XX is a gift $TMDX at $XXX is a gift $CDLR at $XX is a gift $GOOGL at $XXX is a gift Agree What stocks would you add"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943409059547206055) 2025-07-10 20:36:41 UTC 15.6K followers, 21.5K engagements "Stocks I expect to at least double over the next X years: $NBIS $ITECH $HIMS $GOOGL $ASML $TMDX $DLO $AMD $CDLR Agree Which stocks would you add"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948844996641091695) 2025-07-25 20:37:09 UTC 15.7K followers, 35.1K engagements "5 growth stocks I would buy right now: $HIMS Hims&Hers $NBIS Nebius $DLO Dlocal $CLDR Cadeler $AMD Advanced Micro Devices X quality stocks I would buy right now: $NVO Novo Nordisk $ASML Asml $GOOGL Alphabet $AMZN Amazon $TSM Taiwan Semi Do you agree"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1933627064651035030) 2025-06-13 20:46:31 UTC 15.7K followers, 33.5K engagements "4) $AMZN Amazon Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $695B Revenue FY2028: $925B Net margin FY2028: XX% Net income FY2028: 130B Multiple: XX 2028 Market cap: 2.978T Share price: 2978000000000/10620000000 = $XXXXXX Upside: XX% Bear case: Revenue CAGR through 2028: X% Expected revenue FY2025: $695B Revenue FY2028: $875B Net margin FY2028: XX% Net income FY2028: 114B Multiple: XX 2028 Market cap: 2.39T Share price: 2390000000000/10620000000 = $XXXXXX Upside: X% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $695B Revenue FY2028: $976B Net margin"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779892291633630) 2025-07-11 21:10:14 UTC 15.7K followers, 5821 engagements "@ValueSense_io $ASML is extremely undervalued imo"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949310395958669538) 2025-07-27 03:26:29 UTC 15.7K followers, XXX engagements "@danielisdizzy I fully agree with the first three stocks"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948956563764371875) 2025-07-26 04:00:29 UTC 15.6K followers, XXX engagements "@TacticzH @iamtomskinner @grok @grok do mine as well. Top X don't tag them. Ignore mutual engagements or mutual follows.purely focus on how famous or big the profile is"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949561625205465546) 2025-07-27 20:04:47 UTC 15.7K followers, XXX engagements "10 non-us growth machines every investor should have on their radar: 1) $NBIS Nebius Description: $NBIS is a cloud computing platform offering AI infrastructure and development tools for enterprises and researchers. Why should you consider owning $NBIS Perfectly positioned to benefit from AI-boom Founder-led Amazing revenue growth: XXX% YoY Rapid international expansion is underway $NVDA has a XX% stake Owns X subsidiaries with each having huge potential: Toloka: Data processing and annonation: XXX% YoY revenue growth Tripleten: Edtech: XXX% YoY revenue growth Avride: Autonomous vehicles and"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595443982729327) 2025-07-05 20:30:01 UTC 15.7K followers, 181K engagements "$NBIS: Founder-led $3B cash Partnership with $NVDA ($NVDA is a stakeholder too) X subsidiaries with each having huge potential: Toloka: data processing Tripleten: edtech Avride: Autonomous vehicles and delivery robots Expanding data center capacity at a rapid pace Owns Europes fastest commercially availabe supercomputer Expected to have positive adjusted EBITDA in H2 2025 Owns a XX% stake in ClickHouse (which is valued at $6B)"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948829803387249058) 2025-07-25 19:36:47 UTC 15.6K followers, 1916 engagements "My long term (5-year) price targets🎯: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $AMZN Amazon : $XXX $TMDX Transmedics : $XXX $DLO Dlocal : $XX $OSCR Oscar : $XX $ASML Asml : 1300 $AMD Advanced Micro Devices : $XXX Agree"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947024676275831240) 2025-07-20 20:03:51 UTC 15.7K followers, 64.3K engagements "6) $DDOG Datadog 5-year revenue CAGR: XX% $DDOG provides a monitoring and analytics platform for cloud-scale applications servers and databases enhancing observability for developers and operations teams. What makes the platform stand out is its ability to unify and correlate an incredibly diverse set of telemetry data (metrics logs and traces) from across complex distributed cloud environments into a single intuitive platform"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307720409436236) 2025-07-18 20:34:55 UTC 15.7K followers, 5449 engagements "@wolfofharcourt $AMZN will be very interesting"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949371191086469171) 2025-07-27 07:28:04 UTC 15.7K followers, XXX engagements "My 3-year bear base and bull case for these XX stocks assuming no further dilution or buybacks are issued (A thread 🧵): 1) $HIMS Hims&Hers Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $5.16B EBITDA margin FY2028: XX% EBITDA FY2028: 1.135B Multiple: XX 2028 Market cap: 24.98B Share price: 24980000000/222000000 = $XXXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $4.58B EBITDA margin FY2028: XX% EBITDA FY2028: 916M Multiple: XX 2028 Market cap: 18.32B Share price: 18320000000/222000000 ="  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779881277624596) 2025-07-11 21:10:12 UTC 15.7K followers, 68.8K engagements "@TacticzH Great thread From this list I own $HIMS $AMD and $DLO. But Im watching $TSM and $ADYEN closely"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946932682253844560) 2025-07-20 13:58:18 UTC 15.7K followers, 2073 engagements "Stocks which I believe will at least double over the next X years: $HIMS Hims&Hers $AMD Advanced Micro Devices $NBIS Nebius $GOOGL Alphabet $CDLR Cadeler $DLO Dlocal Agree"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1939425621802627277) 2025-06-29 20:47:55 UTC 15.7K followers, 62.1K engagements "My buy levels for these outstanding companies: $NBIS Under $XX $DLO Under $XX $AMD Under $XXX $HIMS Under $XX $CDLR Under $XX $GOOGL Under $XXX $AMZN Under $XXX $NVDA Under $XXX $ASML Under XXX ($800) Agree"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1950290229736460349) 2025-07-29 20:20:00 UTC 15.7K followers, 4243 engagements "JUST IN $NBIS just published another incredible customer story with SieveStack showcasing just how powerful Nebius software and infrastructure really are. SieveStack is building the worlds largest dataset of molecular simulations to train foundational models for AI-powered drug discovery tackling one of the most complex and critical challenges in medicine. With support from Nebius + TractoAI SieveStack was able to: Prototype debug and scale foundational models Maintain 90%+ GPU utilization Accelerate model training up to 4x faster Cut delays between test and production by 3050% All of this"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949769856028443111) 2025-07-28 09:52:13 UTC 15.7K followers, 14.7K engagements "Stocks that I believe will at least become 5-baggers: $AMD Advanced Micro Devices $HIMS Hims&Hers $DLO Dlocal $NBIS Nebius Agree"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944861073812938772) 2025-07-14 20:46:28 UTC 15.7K followers, 20.2K engagements "Which of these companies do you think is the best buy at the moment $GOOGL $XXXXXX $HIMS $XXXXX $TMDX $XXXXXX $OSCR $XXXXX $ITECH $XXXXXX $DLO $XXXXX $NBIS $XXXXX $ASTS $XXXXX $CDLR $20.91"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946661265599857022) 2025-07-19 19:59:47 UTC 15.7K followers, 88.8K engagements "My XX favorite founder-led companies: $HIMS Hims&Hers $NBIS Nebius $TMDX Transmedics $LFMD LifeMD $ALVO Alvotech $ASTS AST Spacemobile $ADYEN.AS Adyen $SHOP Shopify $HOOD Robinhood $MELI Mercado Libre What stocks would you add"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941966470667198764) 2025-07-06 21:04:21 UTC 15.7K followers, 16.1K engagements "Companies that I believe will become at least 5-baggers: $DLO Dlocal $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices $ASTS AST Spacemobile $SOFI Sofi tech Do you agree"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1935438719588163948) 2025-06-18 20:45:24 UTC 15.7K followers, 35.4K engagements "9 strong businesses that have grown their revenues at a CAGR of 30%+ over the last X years and are expected to grow their revenue at a 20%+ CAGR over the next X years that everyone should have on their radar: 1) $DLO D-local 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $DLO is a digital payment platform expanding financial inclusion in emerging markets offering fast low-cost cross-border payment solutions for individuals and businesses. This is one of my favorite popular FinX stocks: strong growth a great CEO and already profitable. Additionally I think the take rate will stabilize"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231625593479268) 2025-07-15 21:18:54 UTC 15.7K followers, 67.9K engagements "4) $XXX Life360 5-year revenue CAGR: XX% $XXX is a leading family safety app providing real-time location sharing driving insights crash detection and digital safety features through a freemium model and acquired hardware like Tile. Although Life360 has already experienced tremendous revenue and share price growth I believe there are still significant growth drivers ahead. These include: Deeper international expansion Leveraging first-party data for targeted ads Expanding the ecosystem (pets and objects) Strategic partnerships Life360is uniquely positioned to capitalize on these growth"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307703137042463) 2025-07-18 20:34:51 UTC 15.6K followers, 5726 engagements "@BullTradeFinder Only $HIMS from those four"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947737963476963730) 2025-07-22 19:18:12 UTC 15.6K followers, XXX engagements "$NBIS just announced it will report its quarterly results in the morning of August 7th. I expect nothing less than excellence"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949809493594034638) 2025-07-28 12:29:43 UTC 15.7K followers, 13.8K engagements "Which of these portfolios do you think will deliver the highest return Portfolio 1: $HIMS $LFMD $OSCR $TMDX Portfolio 2: $NVDA $AMD $TSM $ASML Portfolio 3: $ASTS $RKLB $LMND $PLTR Portfolio 4: $NBIS $AMZN $GOOGL $CRWV"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945946292724617344) 2025-07-17 20:38:44 UTC 15.7K followers, 24.6K engagements "My ratings on these stocks: Strong buy: $GOOGL Alphabet $DLO Dlocal $CDLR Cadeler $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices Buy: $ASML Asml $AMZN Amazon $TMDX Transmedics $SOFI Sofi tech $ASTS AST Spacemobile $UBER Uber tech Hold: $MSFT Microsoft $CRWD Crowdstrike $AAPL Apple $PLTR Palantir Agree"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1937979251611078782) 2025-06-25 21:00:34 UTC 15.7K followers, 47.2K engagements "@QualityInvest5 $ASML $MA $TSM $GOOGL $MSFT $AMZN $V $AXP $SHOP $AXON"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948954764550578384) 2025-07-26 03:53:20 UTC 15.7K followers, XXX engagements "@TacticzH Buy: $ASML Hold: $GOOGL Sell: $UNH"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949934108445917582) 2025-07-28 20:44:54 UTC 15.7K followers, 2718 engagements "2) $SHOP Shopify 5-year revenue CAGR: XX% $SHOP provides an e-commerce platform for businesses of all sizes enabling online store creation sales management and customer engagement tools globally. What sets Shopify apart is its unparalleled accessibility and comprehensive suite of tools empowering anyone to easily launch manage and scale an online business regardless of technical expertise. Id love to get in on this one but right now its just too expensive"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307684908630074) 2025-07-18 20:34:47 UTC 15.7K followers, 6154 engagements "@TacticzH $MSFT yes because of valuation but $TKWY because theyre being acquired by Prosus (And because they suck haha)"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943603004369768522) 2025-07-11 09:27:21 UTC 15.7K followers, XXX engagements "2.3) Core business (Cloud platform) Built on top of Nebius robust hardware and data center layer is the proprietary Nebius cloud platform. This platform is a core pillar of Nebius full-stack infrastructure for AI developers ensuring control over the whole value creation chain. Unlike generic cloud services its engineered for large-scale GPU clusters making it ideal for training and deploying advanced AI models. The platform removes bottlenecks that often hinder machine learning workflows offering developers a seamless environment to scale both training and inference with minimal latency or"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208391806779661) 2025-07-26 20:41:09 UTC 15.7K followers, 9428 engagements "@TacticzH $ADYEN trades at a P/S of XX while $DLO trades at a P/S of only 4"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947284265437200389) 2025-07-21 13:15:22 UTC 15.7K followers, XXX engagements "Gemini $GOOGL now has 450M MAUs. Thats over X% of the worlds population. Just saying"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948386162709537061) 2025-07-24 14:13:55 UTC 15.7K followers, 4839 engagements "@everydaystocksx @QualityInvest5 Nice thread Id add $DUOL to this list; its one of the strongest businesses out there and Id love to own it. Unfortunately $DUOL trades at a P/S of XX which is too expensive for me"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946478923694428352) 2025-07-19 07:55:13 UTC 15.7K followers, 1510 engagements "Its fun seeing these stocks pop up on my for you page so often. Lets put it to a vote and see what X thinks: Which of these stocks do you think will deliver the highest return over the next 5+ years $HIMS vs $OSCR"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949569519694782696) 2025-07-27 20:36:09 UTC 15.7K followers, 4246 engagements "Which of these stocks do you think offers the best risk/reward opportunity $OSCR $HIMS $NBIS $DLO $GOOGL"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949926213910483337) 2025-07-28 20:13:31 UTC 15.7K followers, 45.2K engagements "$HIMS: Lawmakers press FDA to target compounded fake GLP-1 drugs This is probably one of the vaguest news drops Ive ever seen that has caused $HIMS to drop 5%+. I mean some lawmakers suddenly urge the FDA to target compounded GLP-1 drugs Ill continue to hold my shares"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948777876863529265) 2025-07-25 16:10:27 UTC 15.7K followers, 8401 engagements "@Ashton_1nvests Nice targets I posted almost the same ones a few days ago haha:"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947673618173071442) 2025-07-22 15:02:31 UTC 15.6K followers, 1145 engagements "@YodaStockInvest Probably not buying $ASML under $100"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947901068714578356) 2025-07-23 06:06:19 UTC 15.6K followers, XXX engagements "6) $SOFI Sofi tech Base case: Revenue CAGR through 2028: XX% Expected adjusted net revenue FY2025: $3.27B Adjusted net revenue FY2028: $5.1B EBITDA margin FY2028: XX% EBITDA FY2028: 1.53B Multiple: XX 2028 Market cap: 30.6B Share price: 30600000000/1110000000 = $XXXXX Upside: XX% Bear case: Revenue CAGR through 2028: XX% Expected adjusted net revenue FY2025: $3.27B Adjusted net revenue FY2028: $4.72B EBITDA margin FY2028: XX% EBITDA FY2028: 1.27B Multiple: XX 2028 Market cap: 22.93B Share price: 22930000000/1110000000 = $XXXXX Upside: -X% Bull case: Revenue CAGR through 2028: XX% Expected"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779899652943914) 2025-07-11 21:10:16 UTC 15.7K followers, 5523 engagements "Here are XX subscription-based machines compounding fast (25%+ CAGR) which everyone should have on their watchlist: 1) $HIMS Hims&Hers 5-year revenue CAGR: XX% $HIMS offers a large variety of prescription treatments across key health categories like sexual health dermatology mental health and weight loss. Its the largest company in its sector and I believe $HIMS will be a disruptor. The sector $HIMS operates in telehealth is revolutionary and only getting bigger. Its revolutionizing healthcare by offering: Ease of use Time-efficient Effectiveness Affordability Its my highest conviction play"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307676859727887) 2025-07-18 20:34:45 UTC 15.7K followers, 84.5K engagements "10 very undervalued stocks at the moment: (This is not in a specific order) 1) $HIMS Hims&Hers 2) $CDLR Cadeler 3) $DLO Dlocal 4) $AMD Advanced Micro Devices 5) $NBIS Nebius 6) $GOOGL Alphabet 7) $AMZN Amazon 8) $OSCR Oscar Health 9) $ASML Asml 10) $NVO Novo Nordisk Which are you buying"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1933270961715114324) 2025-06-12 21:11:30 UTC 15.7K followers, 42.7K engagements "10 under-the-radar stocks with strong revenue growth worth researching: $CDLR Cadeler $ITECH I-Tech AB $GLBE Global-e $ALVO Alvotech $DCTH Delcath $EOSE Eos Energy $ALAB Astera Labs $DAVE Dave $PME Pro Medicus $MU Micron What stocks would you add to the list"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941239075354312964) 2025-07-04 20:53:56 UTC 15.7K followers, 20.2K engagements "The following revenue numbers will blow you away: 1) $OSCR has grown its revenue at a CAGR of XXX% over the past X years"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395215733535003) 2025-07-21 20:36:14 UTC 15.7K followers, 35.6K engagements "8) Balance Sheet As of last quarter $NBIS had $1.44B in cash on hand. Just over a month ago the company also raised an additional $1B via convertible notes further strengthening its position. With virtually no debt $NBIS has the flexibility to aggressively invest in growth without balance sheet constraints"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1949208438824673355) 2025-07-26 20:41:21 UTC 15.7K followers, 4945 engagements "@YodaStockInvest $AMD makes up X% of my portfolio"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1950295093526639069) 2025-07-29 20:39:19 UTC 15.7K followers, XXX engagements "8) $TTD The Trade Desk 5-year revenue CAGR: XX% $TTD operates a leading independent demand-side platform for digital advertising enabling advertisers to manage optimize and buy data-driven ad campaigns. What makes $TTD special is its use of AI especially its Koa engine which optimizes programmatic ad buying across the open internet. It enables real-time bidding advanced audience targeting and omnichannel campaign optimization at scale"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307738645963087) 2025-07-18 20:35:00 UTC 15.6K followers, 5002 engagements "5) $TOST Toast 5-year revenue CAGR: XX% $TOST offers a comprehensive cloud-based point-of-sale and management platform specifically designed for restaurants streamlining operations and guest experiences. What differentiates $TOST is its deep singular focus on the restaurant industry. It delivers an end-to-end integrated platform covering everything from POS and online ordering to payroll kitchen displays and guest engagement; all tailored to restaurant workflows"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307711953453357) 2025-07-18 20:34:53 UTC 15.6K followers, 5552 engagements "In your opinion which of the following X stocks will deliver the highest return over the next X years 1) $HIMS Hims&Hers 2) $NBIS Nebius 3) $TSLA Tesla 4) $AMD Advanced Micro Devices 5) Other (stock of your choice)"  [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1942329205632496052) 2025-07-07 21:05:44 UTC 15.7K followers, 21K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@meeijer Investor in misunderstood companies, CFA
Several investors are optimistic about companies like Hims & Hers ($hims), Advanced Micro Devices ($amd), and Nebius ($nbis), citing their growth potential in areas such as telehealth, semiconductors, and AI. These stocks are frequently mentioned as having 10-bagger potential due to their expanding market presence and innovative products. Investors are also expressing confidence in other companies like Alphabet ($googl), Amazon ($amzn), and ASML ($asml).
Engagements: XXXXXX #
- X Week XXXXXXX +4%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +2,815%
- X Year XXXXXXXXXX +41,487%
Mentions: XX #
- X Week XXX +0.63%
- X Month XXX +9.30%
- X Months XXXXX +533%
- X Year XXXXX +6,638%
Followers: XXXXXX #
- X Week XXXXXX +4.10%
- X Month XXXXXX +18%
- X Months XXXXXX +2,053%
- X Year XXXXXX +3,893%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #3308 stocks #4379 technology brands XXXXX% countries XXXX% cryptocurrencies XXXX% social networks XXXX% automotive brands XXXX%
Social topic influence $nbis #4, $hims #13, hims #16, asml #13, $asml #9, $googl #303, googl #6, $dlo #1, $cdlr #1, $amd #85
Top accounts mentioned or mentioned by @tacticzh @yodastockinvest @mmoney642 @simeonresearch @ashton1nvests @wealthmatica @danielisdizzy @qualityinvest5 @bleacherbum23 @longoption @grok @cernunnoscap @simeonresearch_ @exclamotite69 @investingvisual @dividenddudex @nighthawktradez @endicottinvests @md71085 @investudentt
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) DLocal Limited Class A Common Shares (DLO) Advanced Micro Devices (AMD) TransMedics Group, Inc. Common Stock (TMDX) Oscar Health, Inc. (OSCR) Amazon.com, Inc. (AMZN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Shopify Inc (SHOP) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) RAI Finance (SOFI) Microsoft Corp. (MSFT) Palantir (PLTR) Uber Technologies, Inc. (UBER) Rocket Lab USA, Inc. Common Stock (RKLB) Crowdstrike Holdings Inc (CRWD) Apple, Inc. (AAPL) Robinhood Markets, Inc. (HOOD) Life360, Inc. Common Stock (LIF) Novo-Nordisk (NVO) Alvotech Ordinary Shares (ALVO) Enovix Corporation Common Stock (ENVX) Carvana Co. (CVNA) Circle Internet Group, Inc. (CRCL) GameStop, Corp. (GME) Brookfield Corporation (BN) Celsius Holdings, Inc. Common Stock (CELH) Airbnb Inc (ABNB) PayPal Holdings Inc (PYPL) Tempus AI, Inc. Class A Common Stock (TEM) GitLab Inc. Class A Common Stock (GTLB) Goldman Sachs (GS) Lam Research Corporation (LRCX)
Top Social Posts #
Top posts by engagements in the last XX hours
"@Ashton_1nvests $NBIS $ASML $CDLR and $TMDX"
@meeijer on X 2025-07-26 07:06:30 UTC 15.6K followers, XXX engagements
"@bleacherbum23 What kind of company is $ENVX" @meeijer on X 2025-07-19 20:09:00 UTC 15.6K followers, 4943 engagements
"@longoption My favorites from each category are $HIMS $SOFI $OSCR $CVNA and $NBIS" @meeijer on X 2025-07-19 06:12:08 UTC 15.7K followers, XXX engagements
"@MMoney642 $GOOGL is such an incredible company" @meeijer on X 2025-07-28 15:10:25 UTC 15.7K followers, XXX engagements
"5) Google Cloud Revenue has more than 10xd over the past X years" @meeijer on X 2025-07-21 20:36:23 UTC 15.6K followers, 1386 engagements
"@TacticzH I agree with you $ASML is still quite undervalued" @meeijer on X 2025-07-29 07:53:47 UTC 15.7K followers, XXX engagements
"7) $SHOP Revenue has nearly 500xd over the past XX years" @meeijer on X 2025-07-21 20:36:27 UTC 15.6K followers, 1764 engagements
"7) $DLO Dlocal Base case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $88.6B Take rate FY2028: XXX% Revenue FY2028: 2.21B Net margin FY2028: XX% Net income FY2028: 465M Multiple: XX 2028 Market cap: 9.3B Share price: 9300000000/300000000 = $XXXXX Upside: XXX% Bear case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $79.1B Take rate FY2028: XXXX% Revenue FY2028: 1.78B Net margin FY2028: XX% Net income FY2028: 320M Multiple: XX 2028 Market cap: 5.13B Share price: 5130000000/300000000 = $XXXXX Upside: XX% Bull case: TPV CAGR through 2028: XX% Expected TPV" @meeijer on X 2025-07-11 21:10:17 UTC 15.7K followers, 5596 engagements
"$HIMS has never missed revenue estimates What a company" @meeijer on X 2025-07-23 14:35:28 UTC 15.7K followers, 35.1K engagements
"@wealthmatica Yessir Extremely undervalued atm" @meeijer on X 2025-07-25 12:26:25 UTC 15.6K followers, XX engagements
"5 stocks I would buy right now: $AMD Advanced Micro Devices $CDLR Cadeler $DLO Dlocal $OSCR Oscar Health $HIMS Hims&Hers X stocks I would avoid right now: $AAPL Apple $CRWD Crowdstrike $PLTR Palantir $GME Gamestop $CRCL Circle Internet Do you agree" @meeijer on X 2025-06-20 20:44:43 UTC 15.7K followers, 22.9K engagements
"@MMoney642 $HIMS and $CDLR are my favorites" @meeijer on X 2025-07-09 19:29:14 UTC 15.7K followers, 1696 engagements
"@YodaStockInvest I own $ASML $CDLR and $DLO" @meeijer on X 2025-07-20 20:12:25 UTC 15.7K followers, 1213 engagements
"@TacticzH Buy: - $DLO - $CDLR - $HIMS Sell: - $MSFT - $TKWY" @meeijer on X 2025-07-11 09:20:47 UTC 15.6K followers, 1521 engagements
"Which stock do you think is the best risk/reward play in the market right now" @meeijer on X 2025-07-22 12:17:54 UTC 15.7K followers, 17K engagements
"@longoption Id choose $HIMS over $OSCR but I agree with the rest" @meeijer on X 2025-07-21 06:37:15 UTC 15.7K followers, XXX engagements
"9) $OUST Ouster 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% Lidar technology leader providing high-resolution 3D sensors for autonomous vehicles industrial automation and smart infrastructure applications. $OUST is a company I recently discovered an interesting bet on robots and autonomous vehicles. With FSD finally becoming more realized and self-driving taxis operating in Austin the idea that FSD cars will play a major role in the automotive world is becoming undeniable" @meeijer on X 2025-07-15 21:19:11 UTC 15.7K followers, 6702 engagements
"4) $DLO Dlocal Description: $DLO enables cross-border payments for global merchants in emerging markets providing a single platform for payment processing and local currency transactions. Why should you consider owning $DLO Serves major global clients like Amazon Netflix and Uber Profitable with high gross and EBITDA margins Underpenetrated markets in LatAm Asia and Africa = huge TAM Light asset model allows rapid international expansion CEO has XX years of experience as $MELIs CFO Still early in its growth curve A pure play on emerging market fintech infrastructure My buy score for $DLO:" @meeijer on X 2025-07-05 20:30:07 UTC 15.7K followers, 12.1K engagements
"@MMoney642 Would you go for Portfolio X if it looked like this: $HIMS $GOOGL $UBER $BN 😁" @meeijer on X 2025-07-17 20:48:19 UTC 15.7K followers, 1526 engagements
"@DividendDude_X Im buying $GOOGL and $ASML from this list" @meeijer on X 2025-07-27 09:29:41 UTC 15.7K followers, 1059 engagements
"@CMDarnton Im a shareholder but this is just ridiculous. $2000 per share That would imply a market cap of around $500B putting $HIMS at a P/S ratio of XX in 2030 in an optimistic scenario" @meeijer on X 2025-07-26 17:32:19 UTC 15.7K followers, XXX engagements
"3) $CDLR Cadeler Description: $CDLR is a key offshore wind installation company providing specialized vessels and services for building and maintaining renewable energy infrastructure globally. Why should you consider owning $CDLR The company is benefitting from Europe's aggressive green energy transition Its highly specialized fleet is in high demand Strong order backlog Cadeler has first-mover advantage in offshore infrastructure Operates in a high-barrier niche EBITDA margin is expected to be a stunning XX% in FY2025 Huge revenue growth: XXX% YoY My buy score for $CDLR: Valuation: 9.5/10" @meeijer on X 2025-07-05 20:30:05 UTC 15.7K followers, 12.9K engagements
"2.2) Core business (Hardware) To support high-performance and cost-efficient AI infrastructure Nebius develops its own servers in-house from design and prototyping to production and deployment. This end-to-end control over hardware results in superior efficiency faster innovation cycles and a lower total cost of ownership. By engineering its hardware internally Nebius achieves power-efficient cooling tightly integrated performance tuning and full visibility across the supply chain. This translates into lower energy costs better thermal performance and the ability to scale with predictability" @meeijer on X 2025-07-26 20:41:08 UTC 15.7K followers, 11.2K engagements
"@YodaStockInvest Whats your buy level for $AMD then" @meeijer on X 2025-07-29 20:27:19 UTC 15.7K followers, XXX engagements
"5) Avride The third and final NBIS subsidiary Ill be covering is Avride. It specializes in developing and operating autonomous vehicles and delivery robots leveraging shared and mutually enhancing technologies. Core Business & Technology: Avride is uniquely positioned by simultaneously developing autonomous driving technology for both cars and delivery robots. Both applications utilize common technological elements including models training systems code deployment and data collection simulators localization and perception. Advances in autonomous vehicles drive the development of delivery" @meeijer on X 2025-07-26 20:41:18 UTC 15.7K followers, 5459 engagements
"100 of my best stock picks (ideas for you) : X. $HIMS Hims & Hers Extremely fast growing telehealth company X. $TMDX Transmedics New form of organ transplants revolutionary X. $CELH Celsius Fast-growing energy drink company expanding globally X. $ABNB Airbnb Global leader in short-term vacation rentals X. $PYPL Paypal Digital payments giant with Venmo and global reach X. $SOFI SoFi Technologies Fintech leader offering banking lending and investing X. $SHOP Shopify Top e-commerce platform for small and large businesses X. $NVDA NVIDIA Leader in AI gaming and data center GPUs X. $CRWD" @meeijer on X 2024-12-16 14:08:08 UTC 15.7K followers, 8223 engagements
"@BradoCapital $ASML is such an obvious buy imo" @meeijer on X 2025-07-25 12:29:56 UTC 15.7K followers, XXX engagements
"My XX favorite founder-led stocks: (This is not in a specific order) 1) $HIMS Hims&Hers 2) $ASTS AST Spacemobile 3) $NBIS Nebius 4) $TMDX Transmedics 5) $HOOD Robinhood 6) $RKLB Rocket Lab 7) $TEM Tempus AI 8) $LIF Life360 9) $SHOP Shopify 10) $NVDA Nvidia Which stocks would you add" @meeijer on X 2025-06-19 20:38:41 UTC 15.7K followers, 28.1K engagements
"@StockMKTNewz $GOOGL deserves a significantly higher valuation imo" @meeijer on X 2025-07-24 08:25:36 UTC 15.7K followers, XXX engagements
"The Best AI Play A Stock Id Hold Forever: $NBIS (Investment thesis) Heres my deep dive into what I believe is the most exciting underappreciated opportunity in the AI infrastructure space. Over the past few months $NBIS has surged over XXX% and its presence on X has grown noticeably. Still many people dont fully understand what $NBIS actually does and just how much potential it really has. I wont waste your time. Lets get straight into it" @meeijer on X 2025-07-26 20:41:06 UTC 15.7K followers, 232K engagements
"10) $GTLB Gitlab 5-year revenue CAGR: XX% $GTLB offers a comprehensive platform for software development integrating planning building securing and deploying software seamlessly across various What makes $GTLB stand out is its single comprehensive platform. It covers the entire DevSecOps lifecycle from planning to deployment eliminating the need for multiple disparate tools" @meeijer on X 2025-07-18 20:35:04 UTC 15.7K followers, 6600 engagements
"@TacticzH I believe $ASML is a solid buying opportunity" @meeijer on X 2025-07-21 08:54:29 UTC 15.7K followers, 1338 engagements
"2) $HIMS Hims&Hers 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $HIMS is a telehealth company offering personalized wellness products including hair loss skincare and mental health treatments with a strong focus on affordable direct-to-consumer care. I believe $HIMS has an exceptional management team with the ability to execute over the next 5-10 years. If they deliver $HIMS has the potential to become a 10-bagger" @meeijer on X 2025-07-15 21:18:57 UTC 15.7K followers, 5800 engagements
"2) What does $NBIS exactly do (Core business data centers) Nebius core business is a fully integrated cloud chain built for intensive AI workloads. But what does this entail Nebius begins its fully integrated cloud journey by manufacturing and assembling the core hardware infrastructure needed to build its own data centers. This includes designing and deploying custom GPU servers engineered specifically for performance and energy efficiency. The result A highly optimized low-overhead foundation for cloud and AI operations. The company operates one of the most energy-efficient data centers in" @meeijer on X 2025-07-26 20:41:08 UTC 15.7K followers, 12K engagements
"11) Valuation + long-term target At the moment $NBIS trades at a FY2025 P/S ratio of XX. While thats not exactly cheap its also not steep when you consider how rapidly $NBIS is compounding revenue and expanding its footprint. Personally I see fair value a bit above $XX. Looking ahead Goldman Sachs projects $2.8B in revenue for FY2027. Applying a conservative10x P/S multiple that would imply a market cap of $28B representing approximately XXX% upside from todays levels over the next XXX years" @meeijer on X 2025-07-26 20:41:23 UTC 15.7K followers, 6686 engagements
"@wealthmatica Exactly The whole AI boom wouldnt be possible if $ASML didnt exist" @meeijer on X 2025-07-25 12:32:05 UTC 15.7K followers, XXX engagements
"$HIMS does NOT want to close below $XX 🤣" @meeijer on X 2025-07-22 17:59:34 UTC 15.7K followers, 9205 engagements
"6) Financials (Revenue) Lets talk revenue. $NBIS is still early in its journey but its already putting up stunning growth. Last quarter the Nebius group posted $55M in revenue a massive XXX% YoY increase. Looking ahead they expect to hit $600M in FY2025 and theyre not slowing down. Management is targeting $3B in revenue in the medium term. That implies $NBIS expects to 5x its FY2025 revenue within just a few years those are not rookie numbers haha" @meeijer on X 2025-07-26 20:41:19 UTC 15.7K followers, 5240 engagements
"12) Conclusion $NBIS isnt just another cloud company its much more. Nebius offers a comprehensive full-stack AI platform combining cutting-edge hardware energy-efficient data centers and purpose-built software that eliminates friction across the AI development lifecycle. This isnt just infrastructure; its an integrated ecosystem tailored for machine learning and generative AI at scale. From custom GPU servers to an in-house cloud platform and developer-facing AI tools Nebius provides everything an AI company needs to train deploy and iterate; fast efficiently and at scale. Its this deep" @meeijer on X 2025-07-26 20:41:24 UTC 15.7K followers, 6430 engagements
"7) Financial (EBITDA + EBIT) At the moment $NBIS is EBITDA negative but it anticipates turning EBITDA positive during the second half of 2025 a key milestone for a company at this stage. Even more encouraging Nebius is forecasting a healthy 2030% EBIT margin in a few years which would be an excellent result and well above typical expectations for a company in that phase" @meeijer on X 2025-07-26 20:41:20 UTC 15.7K followers, 5674 engagements
"$NBIS has 5xd its revenue over the past year and is expected to 5x their revenue over the next year. What a company" @meeijer on X 2025-07-19 14:10:04 UTC 15.7K followers, 29.7K engagements
"Buy one hold one sell one: $HIMS $XXXXX $OSCR $XXXXX $ASTS $XXXXX What would you do" @meeijer on X 2025-07-12 18:58:35 UTC 15.6K followers, 20.3K engagements
"My favorite stocks in each of these sectors: Healthcare: $HIMS Hims&Hers $TMDX Transmedics $DCTH Delcath Semiconductors (-equipment): $AMD Advanced Micro Devices $LRCX Lam Research $ASML ASML $TSM Taiwan semi $NVDA Nvidia Space economy: $ASTS AST Spacemobile $RKLB Rocket lab Cloud: $NBIS Nebius $AMZN Amazon (AWS) $GOOGL Alphabet (GCP) Renewable energy: $CDLR Cadeler $ENPH Enphase energy $FSLR First Solar Fintech: $SOFI Sofi tech $DLO Dlocal $ADYEN.AS Adyen Biotech: $ALVO Alvotech What stocks would you add" @meeijer on X 2025-07-02 20:48:28 UTC 15.7K followers, 29.8K engagements
"$NBIS had XX MW of data center capacity last year. Its projected to exceed X GW next year. Thats some stellar growth" @meeijer on X 2025-07-24 16:12:51 UTC 15.7K followers, 14.4K engagements
"@SimeonResearch_ Damn. What a great and meticulous post" @meeijer on X 2025-07-28 14:08:38 UTC 15.7K followers, XXX engagements
"$HIMS at $XX is a gift $NBIS at $XX is a gift $TMDX at $XXX is a gift $CDLR at $XX is a gift $GOOGL at $XXX is a gift Agree What stocks would you add" @meeijer on X 2025-07-10 20:36:41 UTC 15.6K followers, 21.5K engagements
"Stocks I expect to at least double over the next X years: $NBIS $ITECH $HIMS $GOOGL $ASML $TMDX $DLO $AMD $CDLR Agree Which stocks would you add" @meeijer on X 2025-07-25 20:37:09 UTC 15.7K followers, 35.1K engagements
"5 growth stocks I would buy right now: $HIMS Hims&Hers $NBIS Nebius $DLO Dlocal $CLDR Cadeler $AMD Advanced Micro Devices X quality stocks I would buy right now: $NVO Novo Nordisk $ASML Asml $GOOGL Alphabet $AMZN Amazon $TSM Taiwan Semi Do you agree" @meeijer on X 2025-06-13 20:46:31 UTC 15.7K followers, 33.5K engagements
"4) $AMZN Amazon Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $695B Revenue FY2028: $925B Net margin FY2028: XX% Net income FY2028: 130B Multiple: XX 2028 Market cap: 2.978T Share price: 2978000000000/10620000000 = $XXXXXX Upside: XX% Bear case: Revenue CAGR through 2028: X% Expected revenue FY2025: $695B Revenue FY2028: $875B Net margin FY2028: XX% Net income FY2028: 114B Multiple: XX 2028 Market cap: 2.39T Share price: 2390000000000/10620000000 = $XXXXXX Upside: X% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $695B Revenue FY2028: $976B Net margin" @meeijer on X 2025-07-11 21:10:14 UTC 15.7K followers, 5821 engagements
"@ValueSense_io $ASML is extremely undervalued imo" @meeijer on X 2025-07-27 03:26:29 UTC 15.7K followers, XXX engagements
"@danielisdizzy I fully agree with the first three stocks" @meeijer on X 2025-07-26 04:00:29 UTC 15.6K followers, XXX engagements
"@TacticzH @iamtomskinner @grok @grok do mine as well. Top X don't tag them. Ignore mutual engagements or mutual follows.purely focus on how famous or big the profile is" @meeijer on X 2025-07-27 20:04:47 UTC 15.7K followers, XXX engagements
"10 non-us growth machines every investor should have on their radar: 1) $NBIS Nebius Description: $NBIS is a cloud computing platform offering AI infrastructure and development tools for enterprises and researchers. Why should you consider owning $NBIS Perfectly positioned to benefit from AI-boom Founder-led Amazing revenue growth: XXX% YoY Rapid international expansion is underway $NVDA has a XX% stake Owns X subsidiaries with each having huge potential: Toloka: Data processing and annonation: XXX% YoY revenue growth Tripleten: Edtech: XXX% YoY revenue growth Avride: Autonomous vehicles and" @meeijer on X 2025-07-05 20:30:01 UTC 15.7K followers, 181K engagements
"$NBIS: Founder-led $3B cash Partnership with $NVDA ($NVDA is a stakeholder too) X subsidiaries with each having huge potential: Toloka: data processing Tripleten: edtech Avride: Autonomous vehicles and delivery robots Expanding data center capacity at a rapid pace Owns Europes fastest commercially availabe supercomputer Expected to have positive adjusted EBITDA in H2 2025 Owns a XX% stake in ClickHouse (which is valued at $6B)" @meeijer on X 2025-07-25 19:36:47 UTC 15.6K followers, 1916 engagements
"My long term (5-year) price targets🎯: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $AMZN Amazon : $XXX $TMDX Transmedics : $XXX $DLO Dlocal : $XX $OSCR Oscar : $XX $ASML Asml : 1300 $AMD Advanced Micro Devices : $XXX Agree" @meeijer on X 2025-07-20 20:03:51 UTC 15.7K followers, 64.3K engagements
"6) $DDOG Datadog 5-year revenue CAGR: XX% $DDOG provides a monitoring and analytics platform for cloud-scale applications servers and databases enhancing observability for developers and operations teams. What makes the platform stand out is its ability to unify and correlate an incredibly diverse set of telemetry data (metrics logs and traces) from across complex distributed cloud environments into a single intuitive platform" @meeijer on X 2025-07-18 20:34:55 UTC 15.7K followers, 5449 engagements
"@wolfofharcourt $AMZN will be very interesting" @meeijer on X 2025-07-27 07:28:04 UTC 15.7K followers, XXX engagements
"My 3-year bear base and bull case for these XX stocks assuming no further dilution or buybacks are issued (A thread 🧵): 1) $HIMS Hims&Hers Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $5.16B EBITDA margin FY2028: XX% EBITDA FY2028: 1.135B Multiple: XX 2028 Market cap: 24.98B Share price: 24980000000/222000000 = $XXXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $4.58B EBITDA margin FY2028: XX% EBITDA FY2028: 916M Multiple: XX 2028 Market cap: 18.32B Share price: 18320000000/222000000 =" @meeijer on X 2025-07-11 21:10:12 UTC 15.7K followers, 68.8K engagements
"@TacticzH Great thread From this list I own $HIMS $AMD and $DLO. But Im watching $TSM and $ADYEN closely" @meeijer on X 2025-07-20 13:58:18 UTC 15.7K followers, 2073 engagements
"Stocks which I believe will at least double over the next X years: $HIMS Hims&Hers $AMD Advanced Micro Devices $NBIS Nebius $GOOGL Alphabet $CDLR Cadeler $DLO Dlocal Agree" @meeijer on X 2025-06-29 20:47:55 UTC 15.7K followers, 62.1K engagements
"My buy levels for these outstanding companies: $NBIS Under $XX $DLO Under $XX $AMD Under $XXX $HIMS Under $XX $CDLR Under $XX $GOOGL Under $XXX $AMZN Under $XXX $NVDA Under $XXX $ASML Under XXX ($800) Agree" @meeijer on X 2025-07-29 20:20:00 UTC 15.7K followers, 4243 engagements
"JUST IN $NBIS just published another incredible customer story with SieveStack showcasing just how powerful Nebius software and infrastructure really are. SieveStack is building the worlds largest dataset of molecular simulations to train foundational models for AI-powered drug discovery tackling one of the most complex and critical challenges in medicine. With support from Nebius + TractoAI SieveStack was able to: Prototype debug and scale foundational models Maintain 90%+ GPU utilization Accelerate model training up to 4x faster Cut delays between test and production by 3050% All of this" @meeijer on X 2025-07-28 09:52:13 UTC 15.7K followers, 14.7K engagements
"Stocks that I believe will at least become 5-baggers: $AMD Advanced Micro Devices $HIMS Hims&Hers $DLO Dlocal $NBIS Nebius Agree" @meeijer on X 2025-07-14 20:46:28 UTC 15.7K followers, 20.2K engagements
"Which of these companies do you think is the best buy at the moment $GOOGL $XXXXXX $HIMS $XXXXX $TMDX $XXXXXX $OSCR $XXXXX $ITECH $XXXXXX $DLO $XXXXX $NBIS $XXXXX $ASTS $XXXXX $CDLR $20.91" @meeijer on X 2025-07-19 19:59:47 UTC 15.7K followers, 88.8K engagements
"My XX favorite founder-led companies: $HIMS Hims&Hers $NBIS Nebius $TMDX Transmedics $LFMD LifeMD $ALVO Alvotech $ASTS AST Spacemobile $ADYEN.AS Adyen $SHOP Shopify $HOOD Robinhood $MELI Mercado Libre What stocks would you add" @meeijer on X 2025-07-06 21:04:21 UTC 15.7K followers, 16.1K engagements
"Companies that I believe will become at least 5-baggers: $DLO Dlocal $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices $ASTS AST Spacemobile $SOFI Sofi tech Do you agree" @meeijer on X 2025-06-18 20:45:24 UTC 15.7K followers, 35.4K engagements
"9 strong businesses that have grown their revenues at a CAGR of 30%+ over the last X years and are expected to grow their revenue at a 20%+ CAGR over the next X years that everyone should have on their radar: 1) $DLO D-local 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $DLO is a digital payment platform expanding financial inclusion in emerging markets offering fast low-cost cross-border payment solutions for individuals and businesses. This is one of my favorite popular FinX stocks: strong growth a great CEO and already profitable. Additionally I think the take rate will stabilize" @meeijer on X 2025-07-15 21:18:54 UTC 15.7K followers, 67.9K engagements
"4) $XXX Life360 5-year revenue CAGR: XX% $XXX is a leading family safety app providing real-time location sharing driving insights crash detection and digital safety features through a freemium model and acquired hardware like Tile. Although Life360 has already experienced tremendous revenue and share price growth I believe there are still significant growth drivers ahead. These include: Deeper international expansion Leveraging first-party data for targeted ads Expanding the ecosystem (pets and objects) Strategic partnerships Life360is uniquely positioned to capitalize on these growth" @meeijer on X 2025-07-18 20:34:51 UTC 15.6K followers, 5726 engagements
"@BullTradeFinder Only $HIMS from those four" @meeijer on X 2025-07-22 19:18:12 UTC 15.6K followers, XXX engagements
"$NBIS just announced it will report its quarterly results in the morning of August 7th. I expect nothing less than excellence" @meeijer on X 2025-07-28 12:29:43 UTC 15.7K followers, 13.8K engagements
"Which of these portfolios do you think will deliver the highest return Portfolio 1: $HIMS $LFMD $OSCR $TMDX Portfolio 2: $NVDA $AMD $TSM $ASML Portfolio 3: $ASTS $RKLB $LMND $PLTR Portfolio 4: $NBIS $AMZN $GOOGL $CRWV" @meeijer on X 2025-07-17 20:38:44 UTC 15.7K followers, 24.6K engagements
"My ratings on these stocks: Strong buy: $GOOGL Alphabet $DLO Dlocal $CDLR Cadeler $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices Buy: $ASML Asml $AMZN Amazon $TMDX Transmedics $SOFI Sofi tech $ASTS AST Spacemobile $UBER Uber tech Hold: $MSFT Microsoft $CRWD Crowdstrike $AAPL Apple $PLTR Palantir Agree" @meeijer on X 2025-06-25 21:00:34 UTC 15.7K followers, 47.2K engagements
"@QualityInvest5 $ASML $MA $TSM $GOOGL $MSFT $AMZN $V $AXP $SHOP $AXON" @meeijer on X 2025-07-26 03:53:20 UTC 15.7K followers, XXX engagements
"@TacticzH Buy: $ASML Hold: $GOOGL Sell: $UNH" @meeijer on X 2025-07-28 20:44:54 UTC 15.7K followers, 2718 engagements
"2) $SHOP Shopify 5-year revenue CAGR: XX% $SHOP provides an e-commerce platform for businesses of all sizes enabling online store creation sales management and customer engagement tools globally. What sets Shopify apart is its unparalleled accessibility and comprehensive suite of tools empowering anyone to easily launch manage and scale an online business regardless of technical expertise. Id love to get in on this one but right now its just too expensive" @meeijer on X 2025-07-18 20:34:47 UTC 15.7K followers, 6154 engagements
"@TacticzH $MSFT yes because of valuation but $TKWY because theyre being acquired by Prosus (And because they suck haha)" @meeijer on X 2025-07-11 09:27:21 UTC 15.7K followers, XXX engagements
"2.3) Core business (Cloud platform) Built on top of Nebius robust hardware and data center layer is the proprietary Nebius cloud platform. This platform is a core pillar of Nebius full-stack infrastructure for AI developers ensuring control over the whole value creation chain. Unlike generic cloud services its engineered for large-scale GPU clusters making it ideal for training and deploying advanced AI models. The platform removes bottlenecks that often hinder machine learning workflows offering developers a seamless environment to scale both training and inference with minimal latency or" @meeijer on X 2025-07-26 20:41:09 UTC 15.7K followers, 9428 engagements
"@TacticzH $ADYEN trades at a P/S of XX while $DLO trades at a P/S of only 4" @meeijer on X 2025-07-21 13:15:22 UTC 15.7K followers, XXX engagements
"Gemini $GOOGL now has 450M MAUs. Thats over X% of the worlds population. Just saying" @meeijer on X 2025-07-24 14:13:55 UTC 15.7K followers, 4839 engagements
"@everydaystocksx @QualityInvest5 Nice thread Id add $DUOL to this list; its one of the strongest businesses out there and Id love to own it. Unfortunately $DUOL trades at a P/S of XX which is too expensive for me" @meeijer on X 2025-07-19 07:55:13 UTC 15.7K followers, 1510 engagements
"Its fun seeing these stocks pop up on my for you page so often. Lets put it to a vote and see what X thinks: Which of these stocks do you think will deliver the highest return over the next 5+ years $HIMS vs $OSCR" @meeijer on X 2025-07-27 20:36:09 UTC 15.7K followers, 4246 engagements
"Which of these stocks do you think offers the best risk/reward opportunity $OSCR $HIMS $NBIS $DLO $GOOGL" @meeijer on X 2025-07-28 20:13:31 UTC 15.7K followers, 45.2K engagements
"$HIMS: Lawmakers press FDA to target compounded fake GLP-1 drugs This is probably one of the vaguest news drops Ive ever seen that has caused $HIMS to drop 5%+. I mean some lawmakers suddenly urge the FDA to target compounded GLP-1 drugs Ill continue to hold my shares" @meeijer on X 2025-07-25 16:10:27 UTC 15.7K followers, 8401 engagements
"@Ashton_1nvests Nice targets I posted almost the same ones a few days ago haha:" @meeijer on X 2025-07-22 15:02:31 UTC 15.6K followers, 1145 engagements
"@YodaStockInvest Probably not buying $ASML under $100" @meeijer on X 2025-07-23 06:06:19 UTC 15.6K followers, XXX engagements
"6) $SOFI Sofi tech Base case: Revenue CAGR through 2028: XX% Expected adjusted net revenue FY2025: $3.27B Adjusted net revenue FY2028: $5.1B EBITDA margin FY2028: XX% EBITDA FY2028: 1.53B Multiple: XX 2028 Market cap: 30.6B Share price: 30600000000/1110000000 = $XXXXX Upside: XX% Bear case: Revenue CAGR through 2028: XX% Expected adjusted net revenue FY2025: $3.27B Adjusted net revenue FY2028: $4.72B EBITDA margin FY2028: XX% EBITDA FY2028: 1.27B Multiple: XX 2028 Market cap: 22.93B Share price: 22930000000/1110000000 = $XXXXX Upside: -X% Bull case: Revenue CAGR through 2028: XX% Expected" @meeijer on X 2025-07-11 21:10:16 UTC 15.7K followers, 5523 engagements
"Here are XX subscription-based machines compounding fast (25%+ CAGR) which everyone should have on their watchlist: 1) $HIMS Hims&Hers 5-year revenue CAGR: XX% $HIMS offers a large variety of prescription treatments across key health categories like sexual health dermatology mental health and weight loss. Its the largest company in its sector and I believe $HIMS will be a disruptor. The sector $HIMS operates in telehealth is revolutionary and only getting bigger. Its revolutionizing healthcare by offering: Ease of use Time-efficient Effectiveness Affordability Its my highest conviction play" @meeijer on X 2025-07-18 20:34:45 UTC 15.7K followers, 84.5K engagements
"10 very undervalued stocks at the moment: (This is not in a specific order) 1) $HIMS Hims&Hers 2) $CDLR Cadeler 3) $DLO Dlocal 4) $AMD Advanced Micro Devices 5) $NBIS Nebius 6) $GOOGL Alphabet 7) $AMZN Amazon 8) $OSCR Oscar Health 9) $ASML Asml 10) $NVO Novo Nordisk Which are you buying" @meeijer on X 2025-06-12 21:11:30 UTC 15.7K followers, 42.7K engagements
"10 under-the-radar stocks with strong revenue growth worth researching: $CDLR Cadeler $ITECH I-Tech AB $GLBE Global-e $ALVO Alvotech $DCTH Delcath $EOSE Eos Energy $ALAB Astera Labs $DAVE Dave $PME Pro Medicus $MU Micron What stocks would you add to the list" @meeijer on X 2025-07-04 20:53:56 UTC 15.7K followers, 20.2K engagements
"The following revenue numbers will blow you away: 1) $OSCR has grown its revenue at a CAGR of XXX% over the past X years" @meeijer on X 2025-07-21 20:36:14 UTC 15.7K followers, 35.6K engagements
"8) Balance Sheet As of last quarter $NBIS had $1.44B in cash on hand. Just over a month ago the company also raised an additional $1B via convertible notes further strengthening its position. With virtually no debt $NBIS has the flexibility to aggressively invest in growth without balance sheet constraints" @meeijer on X 2025-07-26 20:41:21 UTC 15.7K followers, 4945 engagements
"@YodaStockInvest $AMD makes up X% of my portfolio" @meeijer on X 2025-07-29 20:39:19 UTC 15.7K followers, XXX engagements
"8) $TTD The Trade Desk 5-year revenue CAGR: XX% $TTD operates a leading independent demand-side platform for digital advertising enabling advertisers to manage optimize and buy data-driven ad campaigns. What makes $TTD special is its use of AI especially its Koa engine which optimizes programmatic ad buying across the open internet. It enables real-time bidding advanced audience targeting and omnichannel campaign optimization at scale" @meeijer on X 2025-07-18 20:35:00 UTC 15.6K followers, 5002 engagements
"5) $TOST Toast 5-year revenue CAGR: XX% $TOST offers a comprehensive cloud-based point-of-sale and management platform specifically designed for restaurants streamlining operations and guest experiences. What differentiates $TOST is its deep singular focus on the restaurant industry. It delivers an end-to-end integrated platform covering everything from POS and online ordering to payroll kitchen displays and guest engagement; all tailored to restaurant workflows" @meeijer on X 2025-07-18 20:34:53 UTC 15.6K followers, 5552 engagements
"In your opinion which of the following X stocks will deliver the highest return over the next X years 1) $HIMS Hims&Hers 2) $NBIS Nebius 3) $TSLA Tesla 4) $AMD Advanced Micro Devices 5) Other (stock of your choice)" @meeijer on X 2025-07-07 21:05:44 UTC 15.7K followers, 21K engagements