# ![@meeijer Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1471025154440548353.png) @meeijer Misunderstood Multibaggers

Several investors are discussing and sharing their insights on various tech stocks, including $NBIS, $BZAI, $NVO, and $HIMS. These companies are involved in innovative technologies such as AI, cloud computing, and healthcare, and have recently made significant announcements, including partnerships, investments, and revenue projections. Some investors believe these companies have strong growth potential and are undervalued, making them attractive investment opportunities.

### Engagements: [------] [#](/creator/twitter::1471025154440548353/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1471025154440548353/c:line/m:interactions.svg)

- [--] Week [-------] +73%
- [--] Month [---------] -25%
- [--] Months [----------] -9%
- [--] Year [----------] +5,641%

### Mentions: [--] [#](/creator/twitter::1471025154440548353/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1471025154440548353/c:line/m:posts_active.svg)

- [--] Week [--] -24%
- [--] Month [---] -42%
- [--] Months [-----] -16%
- [--] Year [-----] +827%

### Followers: [------] [#](/creator/twitter::1471025154440548353/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1471025154440548353/c:line/m:followers.svg)

- [--] Week [------] +0.35%
- [--] Month [------] +2.70%
- [--] Months [------] +65%
- [--] Year [------] +3,410%

### CreatorRank: [-------] [#](/creator/twitter::1471025154440548353/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1471025154440548353/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  65.05% [technology brands](/list/technology-brands)  24.27% [finance](/list/finance)  21.36% [cryptocurrencies](/list/cryptocurrencies)  11.65% [countries](/list/countries)  3.88% [automotive brands](/list/automotive-brands)  1.94% [social networks](/list/social-networks)  0.97%

**Social topic influence**
[$nbis](/topic/$nbis) #23, [$cdlr](/topic/$cdlr) #2, [$nvo](/topic/$nvo) #134, [$hims](/topic/$hims) #229, [$dlo](/topic/$dlo) 14.56%, [stocks](/topic/stocks) 11.65%, [$googl](/topic/$googl) 10.68%, [$tmdx](/topic/$tmdx) 9.71%, [$ampx](/topic/$ampx) 8.74%, [$sezl](/topic/$sezl) #8

**Top accounts mentioned or mentioned by**
[@tacticzh](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@qualityinvest5](/creator/undefined) [@preseidentmusk](/creator/undefined) [@ashton1nvests](/creator/undefined) [@sergeycyw](/creator/undefined) [@eyalweiss](/creator/undefined) [@smartmoneypt](/creator/undefined) [@wsm_97](/creator/undefined) [@investinc_intel](/creator/undefined) [@investifydaily](/creator/undefined) [@tity_chakpong](/creator/undefined) [@endicottinvests](/creator/undefined) [@simeonresearch](/creator/undefined) [@mvcinvesting](/creator/undefined) [@poconokid18](/creator/undefined) [@hatedmoats](/creator/undefined) [@investingseva](/creator/undefined) [@novonordisk](/creator/undefined) [@investingvisual](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [DLocal Limited (DLO)](/topic/$dlo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [ZetaChain (ZETA)](/topic/$zeta) [MercadoLibre Inc (MELI)](/topic/$meli) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Micron Technology, Inc. (MU)](/topic/$mu) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Microsoft Corp. (MSFT)](/topic/microsoft) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Dave Inc. (DAVE)](/topic/$dave) [IonQ, Inc. (IONQ)](/topic/$ionq) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Hinge Health, Inc. (HNGE)](/topic/$hnge) [Netflix Inc (NFLX)](/topic/$nflx) [Now Coin (NOW)](/topic/$now) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Sea Limited (SE)](/topic/$se) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Shopify Inc (SHOP)](/topic/$shop) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Iris Energy Limited (IREN)](/topic/$iren) [Adobe, Inc. (ADBE)](/topic/$adbe) [Figma, Inc. (FIG)](/topic/$fig) [Insmed, Inc. (INSM)](/topic/$insm) [Uber Technologies, Inc. (UBER)](/topic/$uber) [UnitedHealth Group (UNH)](/topic/$unh) [Born in [--] (19)](/topic/$19) [Tesla, Inc. (TSLA)](/topic/$tsla) [Tempus AI, Inc. (TEM)](/topic/$tem) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SHOP has been on my buy-list for quite some time but I always thought the stock was too expensive. Today $SHOP reported their FY2025 results and oh my oh my Incredible execution 🔥 Maybe the company does deserve such high multiples after all"  
[X Link](https://x.com/meeijer/status/2021581639113969991)  2026-02-11T13:46Z 28.6K followers, [----] engagements


"My favorite stocks in each of these sectors: Cloud: $NBIS Nebius $GOOGL Alphabet (GCP) $AMZN Amazon (AWS) $MSFT Microsoft (Azure) Healtcare: $HIMS Hims&Hers $NVO Novo Nordisk $TMDX Transmedics $TEM Tempus AI Insurance: $OSCR Oscar Health $LMND Lemonade Semiconductors/Semiconductor equipment: $AMD Advanced Micro Devices $NVDA Nvidia $MU Micron $ASML Asml $TSM Taiwan semi Fintech: $HOOD Robinhood $SOFI Sofi tech $NU NuBank $DLO Dlocal E-Commerce: $AMZN Amazon $MELI Mercado Libre Renewable energy: $CDLR Cadeler Space economy: $RKLB Rocket Lab $ASTS AST Spacemobile What stocks would you add"  
[X Link](https://x.com/meeijer/status/1932539208893120556)  2025-06-10T20:43Z 28.6K followers, 73.8K 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 https://twitter.com/i/web/status/1941239075354312964 https://twitter.com/i/web/status/1941239075354312964"  
[X Link](https://x.com/meeijer/status/1941239075354312964)  2025-07-04T20:53Z 28.6K followers, 21.7K engagements


"Here are [--] companies from mega to micro cap that I believe will beat the market significantly over the next 5+ years: 1) $GOOGL Alphabet Size: Mega cap ($2.5T) Investing in $GOOGL means investing in one of the highest-quality companies in the world. It combines strong margins consistent growth and enormous potential. Its core businesses include search advertising Waymo Google Cloud (GCP) and Gemini. On top of that its currently undervalued. A high-quality company trading at a reasonable price A high-quality company trading at a reasonable price presents a nearly perfect risk-reward"  
[X Link](https://x.com/meeijer/status/1959715158005350403)  2025-08-24T20:31Z 28.5K followers, 361.1K engagements


"Which of these stocks would you rather buy right now: $NBIS at $106 $INTC at $40 $IONQ at $59 $HIMS at $48 $NVDA at $182 $AMD at $235 $BZAI at $4.5 $NVO at $53 $AMZN at $221 $GOOGL at $253"  
[X Link](https://x.com/meeijer/status/1981465873694023875)  2025-10-23T21:00Z 28.6K followers, 116K engagements


"@TacticzH Id add $CDLR"  
[X Link](https://x.com/meeijer/status/2000584657859915996)  2025-12-15T15:12Z 28.5K followers, [----] engagements


"I believe there are still great opportunities out there: $NBIS under $100 $AAOI under $35 $MU under $300 $WYFI under $20 $HIMS under $40 $HROW under $50 $DLO under $16 $ZETA under $20 $CDLR under $20 $NVO under $50 Which stocks would you add"  
[X Link](https://x.com/meeijer/status/2002503023797682188)  2025-12-20T22:15Z 28.6K followers, 43.6K engagements


"15 growth stocks that should be on your watchlist heading into 2026: $NBIS Nebius $BZAI Blaize Holdings $HIMS Hims&Hers $TMDX Transmedics $ZETA Zeta Global $MELI Mercado Libre $CIFR Cipher Mining $AAOI Applied Optoelectronics $MU Micron $KRKNF Kraken Robotics $PGY Pagaya $HROW Harrow $WYFI WhiteFiber $AMPX Amprius $CDLR Cadeler Which stocks would you add https://twitter.com/i/web/status/2002864782571897013 https://twitter.com/i/web/status/2002864782571897013"  
[X Link](https://x.com/meeijer/status/2002864782571897013)  2025-12-21T22:12Z 28.5K followers, 33.2K engagements


"@TacticzH $NVO $NBIS and $ASML are my favorites. Id add $DLO and $CDLR"  
[X Link](https://x.com/meeijer/status/2004947855388409959)  2025-12-27T16:09Z 28.5K followers, [----] engagements


"15 rapidly growing stocks under $30B market cap to watch in 2026: $NBIS Nebius $ZETA Zeta Global $HIMS Hims&Hers $SEZL Sezzle $DLO dLocal $CDLR Cadeler $TMDX Transmedics $HROW Harrow $PGY Pagaya $KRKNF Kraken Robotics $AMPX Amprius $MDA MDA Space $ASTS ASTSpacemobile $RBRK Rubrik $CIFR Cipher Mining Which stocks would you add https://twitter.com/i/web/status/2005686053181772028 https://twitter.com/i/web/status/2005686053181772028"  
[X Link](https://x.com/meeijer/status/2005686053181772028)  2025-12-29T17:03Z 28.6K followers, 32K engagements


"@EndicottInvests Great list. I would add: $DLO $RBRK $HNGE $OUST $AMPX"  
[X Link](https://x.com/meeijer/status/2008025024297619815)  2026-01-05T03:57Z 28.6K followers, [----] engagements


"Companies I believe will benefit from Venezuela opening up economically: $DLO dLocal $CVX Chevron $MELI Mercado Libre $PNG.V Kraken Robotics $DPRO Draganfly $AVAV AeroVironment Which stocks would you add"  
[X Link](https://x.com/meeijer/status/2008238832857342341)  2026-01-05T18:07Z 28.6K followers, [----] engagements


"10 potential multibaggers over the next [--] years: $NBIS - Nebius $NVO - Novo Nordisk $SEZL - Sezzle $ZETA - Zeta Global $PGY - Pagaya $DLO - dLocal $AMD - Advanced Micro Devices $SOFW - Sofwave $IREN - Iren $PNG.V / $KRKNF - Kraken Robotics https://twitter.com/i/web/status/2008960738371780965 https://twitter.com/i/web/status/2008960738371780965"  
[X Link](https://x.com/meeijer/status/2008960738371780965)  2026-01-07T17:55Z 28.6K followers, 94K engagements


"@Eyal__Weiss Is $SOFW a large position in your portfolio"  
[X Link](https://x.com/meeijer/status/2009093909839008147)  2026-01-08T02:44Z 28.5K followers, [---] engagements


"@SimeonResearch_ $SOFW was included in my top [---] stock ideas for [----] mostly because of you and @Eyal__Weiss"  
[X Link](https://x.com/meeijer/status/2009100339434369063)  2026-01-08T03:10Z 28.5K followers, [---] engagements


"@mvcinvesting $HNGE $SEZL"  
[X Link](https://x.com/meeijer/status/2012218832996213218)  2026-01-16T17:42Z 28.6K followers, [----] engagements


"Here are [--] great businesses that have dropped over 30% from their 52-week highs: $RBRK $ADBE $NOW $GTLB $DUOL $HIMS $NVO $TOST $CSU $SEZL $FIG $PGY $WYFI $NFLX $AMPX"  
[X Link](https://x.com/meeijer/status/2012627832082481556)  2026-01-17T20:47Z 28.5K followers, 13.1K engagements


"@poconokid18 My mistake ticker is $INSM"  
[X Link](https://x.com/meeijer/status/2013292862788526264)  2026-01-19T16:49Z 28.5K followers, [---] engagements


"Once again I believe defence is one of the sectors positioned to outperform over the next several years. My top pick in the industry: $PNG.V / $KRKNF -- Kraken Robotics. https://twitter.com/i/web/status/2013355564659560453 https://twitter.com/i/web/status/2013355564659560453"  
[X Link](https://x.com/meeijer/status/2013355564659560453)  2026-01-19T20:59Z 28.5K followers, [----] engagements


"10 "pure-quality" businesses I believe are (close to being) buy-worthy: 1) $MELI Mercado Libre 2) $CSU Constellation Software 3) $NOW ServiceNow 4) $NVDA Nvidia 5) $NVO Novo Nordisk 6) $TSM TSMC 7) $AMZN Amazon 8) $UBER Uber 9) $TMDX Transmedics [--] $NFLX Netflix Agree https://twitter.com/i/web/status/2013715666239467853 https://twitter.com/i/web/status/2013715666239467853"  
[X Link](https://x.com/meeijer/status/2013715666239467853)  2026-01-20T20:50Z 28.6K followers, 24.4K engagements


"Arguably one of the highest-quality companies in the world $CSU Constellation Software. As of today the stock is trading just 1% above its decade-low forward P/E. It's entering Misunderstood territory :)"  
[X Link](https://x.com/meeijer/status/2014062093507404012)  2026-01-21T19:46Z 28.6K followers, 10.5K engagements


"In a recent interview $NVO VP said: Were seeing strong demand for the Wegovy oral pill. The data backs it up. Second week after launch: $NVO oral Wegovy: [-----] sold Eli Lillys Zepbound: [-----] sold This is just the beginning 🔥"  
[X Link](https://x.com/meeijer/status/2015165865365328324)  2026-01-24T20:52Z 28.6K followers, 53.5K engagements


"$NVO is now up 21% YTD yet the company still trades at a P/E of [--] My fair value: a P/E of [--] $80/share"  
[X Link](https://x.com/meeijer/status/2015545920310407452)  2026-01-25T22:02Z 28.6K followers, 24.1K engagements


"@TacticzH Between these my favorite group is probably emerging markets: $DLO $MELI and $SE"  
[X Link](https://x.com/meeijer/status/2015879012405403664)  2026-01-26T20:06Z 28.6K followers, [----] engagements


"A reminder for all $NBIS shareholders: While mentions of the company here on X have decreased signifcantly recently the business is still at an ATH: Founder-led Signed a $17B deal with Microsoft Signed a $3B deal wit Meta Raised contracted capacity guidance by end of [----] from 1GW to 2.5GW Guided 800MW to 1GW of connected capacity by the end of [----] Guided $7-9B in ARR for FY2026 After ATM offering $NBIS should have around $7B in cash on hand Has onboarded multiple of the fastest growing startups in the world: - Cursor - Black Forest Labs (Partially) owns [--] subsdiaries: - Avride: AVs and"  
[X Link](https://x.com/meeijer/status/2015907385911505308)  2026-01-26T21:59Z 28.5K followers, 25.1K engagements


"I believe there are still some great opportunities out there: - $HIMS under $30/share - $NBIS under $100/share - $DLO under $16/share - $CSU under C$3000/share - $RBRK under $70/share - $NVO under $70/share - $ZETA under $25/share - $PGY under $25/share - $SEZL under $70/share - $UBER under $90/share https://twitter.com/i/web/status/2016270300866883655 https://twitter.com/i/web/status/2016270300866883655"  
[X Link](https://x.com/meeijer/status/2016270300866883655)  2026-01-27T22:01Z 28.6K followers, 23.3K engagements


"$HIMS SUPER BOWL AD IS HERE 🔥"  
[X Link](https://x.com/meeijer/status/2016886280844427688)  2026-01-29T14:48Z 28.5K followers, [----] engagements


"@HatedMoats I still think $FIG is overvalued"  
[X Link](https://x.com/meeijer/status/2016978999117742563)  2026-01-29T20:57Z 28.5K followers, [---] engagements


"$NVO KEEPS CRUSHING IT 🔥 Wegovy Pill prescriptions sold in [--] weeks after release (26763) are almost as high as Zepbound sales in first [--] weeks. And this is likely very understated with NovoCare and many telehealth channels not yet reflected. BULLISH. In a recent interview $NVO VP said: Were seeing strong demand for the Wegovy oral pill. The data backs it up. Second week after launch: $NVO oral Wegovy: [-----] sold Eli Lillys Zepbound: [-----] sold This is just the beginning 🔥 https://t.co/Q8EIzhLK3L In a recent interview $NVO VP said: Were seeing strong demand for the Wegovy oral pill. The data"  
[X Link](https://x.com/meeijer/status/2017215268179571191)  2026-01-30T12:36Z 28.6K followers, [----] engagements


"🚨 JUST IN: $NBIS will announce Q4 and FY2025 results on the 12th of February"  
[X Link](https://x.com/meeijer/status/2017342596608081968)  2026-01-30T21:02Z 28.6K followers, [----] engagements


"Some of the most established names in the market are now trading 25%+ below their 52-week highs. In my view several of these are starting to look very compelling: $NOW - down 44% $CSU - down 52% $NFLX - down 38% $AXON - down 45% $FICO - down 34% $HOOD - down 35% $INTU - down 39% $PLTR - down 29% $NET - down 32% $UNH - down 53% $ADBE - down 37% $ADYEN - down 33% Are you buying any https://twitter.com/i/web/status/2017702780450799618 https://twitter.com/i/web/status/2017702780450799618"  
[X Link](https://x.com/meeijer/status/2017702780450799618)  2026-01-31T20:53Z 28.6K followers, 15.1K engagements


"@InvestingSeva @novonordisk Yeah too bad its not for a bit more. Shoud be atleast [--] times that to make a dent"  
[X Link](https://x.com/meeijer/status/2018948534750310462)  2026-02-04T07:23Z 28.5K followers, [---] engagements


"@QualityInvest5 15x P/S When would you consider $PLTR undervalued"  
[X Link](https://x.com/meeijer/status/2020231208303509911)  2026-02-07T20:20Z 28.6K followers, [---] engagements


"@InvestingVisual Great acquisition IMO"  
[X Link](https://x.com/meeijer/status/2021240804828676439)  2026-02-10T15:12Z 28.6K followers, [---] engagements


"$CSU is now up just 54% over the last [--] years Currently $CSU trades at its lowest forward P/E level from the past [--] years. Meanwhile Revenue grew nearly 200% Margins remained rock-solid EPS is expected to grow at a CAGR exceeding 20% over the next two years"  
[X Link](https://x.com/meeijer/status/2018072277103919141)  2026-02-01T21:21Z 28.6K followers, 10.5K engagements


"Theres no question $PLTR is extremely overvalued BUT Theres also no question how well theyve executed. Incredible"  
[X Link](https://x.com/meeijer/status/2018434653103816974)  2026-02-02T21:21Z 28.6K followers, [----] engagements


"@Kaizen_Investor Do you own $SHOP"  
[X Link](https://x.com/meeijer/status/2021607878247768406)  2026-02-11T15:30Z 28.6K followers, [---] engagements


"$PNG.V / $KRKNF Kraken Robotics Here's my deep dive on arguably one of the best risk-rewards and most interesting companies in the market: https://open.substack.com/pub/investorinmisunderstoodcos/p/pngv-krknf-kraken-robotics-investmentr=4b7zut&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/investorinmisunderstoodcos/p/pngv-krknf-kraken-robotics-investmentr=4b7zut&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/meeijer/status/1991601353152688621)  2025-11-20T20:15Z 28.6K followers, 68K engagements


"I havent seen $HIMS sentiment this low in years. The stock is just above where it was nearly [--] years ago yet since then: Revenue 15xd Net margin: -37% to +6% Labs launched Expansion to: - UK - Canada - Germany - Ireland - France In my opinion $HIMS is a buy"  
[X Link](https://x.com/meeijer/status/2014454569212723427)  2026-01-22T21:46Z 28.6K followers, 128.1K engagements


"$HIMS JUST LAUNCHED CANCER DETECTION TESTING 🔥"  
[X Link](https://x.com/meeijer/status/2019062244215005554)  2026-02-04T14:55Z 28.6K followers, 13.1K engagements


"Ladies and gents I introduce to you The most diversified bet for the future. $GOOGL"  
[X Link](https://x.com/meeijer/status/2019157222048297041)  2026-02-04T21:12Z 28.6K followers, [----] engagements


"$AMZN JUST GUIDED FOR [----] CapEx OF $200B VS. $146B EXPECTED BULLISH FOR AI INFRA PLAYS INCLUDING $NBIS"  
[X Link](https://x.com/meeijer/status/2019517973774655774)  2026-02-05T21:06Z 28.6K followers, [----] engagements


"$NBIS just acquired Tavily for $275M to add agentic search to its AI cloud platform. I believe this is a great acquisition as well as a great bet for the future and heres exactly why: Tavily is a search platform designed for AI delivering clear real-time answers instead of webpages. It helps AI systems research verify information and make better decisions on their own making it a key building block for more autonomous AI. This acquisition advances Nebiuss strategy to build a unified platform for autonomous agents. By adding Tavilys agentic search Nebius expands its core stack giving customers"  
[X Link](https://x.com/meeijer/status/2021240636716773541)  2026-02-10T15:11Z 28.6K followers, [----] engagements


"$NBIS JUST REPORTED A BANGER QUARTER 🔥 Contracted capacity guidance for FY2026 raised from [---] GW to [---] GW adj. EBITDA margin of 24% ARR was $1.25B by the end of [----] compared to guidance of $1B And of course revenue was up a MASSIVE 547% YoY Im very content as a shareholder. https://twitter.com/i/web/status/2021921409476280741 https://twitter.com/i/web/status/2021921409476280741"  
[X Link](https://x.com/meeijer/status/2021921409476280741)  2026-02-12T12:16Z 28.6K followers, [----] engagements


"$NBIS JUST ANNOUNCED FY2026 REVENUE GUIDANCE: $3B to $3.4B That's a 6X YoY. INSANE"  
[X Link](https://x.com/meeijer/status/2021937635003183506)  2026-02-12T13:21Z 28.6K followers, 26.6K engagements


"🚨 BREAKING: $NVO CagriSema OUTPERFORMS SEMAGLUTIDE IN GLUCOSE CONTROL AND WEIGHT LOSS 🔥 In the phase [--] REIMAGINE [--] trial CagriSema delivered superior glucose control and weight loss versus semaglutide alone. Patients achieved up to 1.91% HbA1c reduction from a mean baseline of 8.2% outperforming semaglutides 1.76%. At the same time CagriSema drove 14.2% mean weight loss vs 10.2% with semaglutide nearly 40% greater weight reduction. Notably 43% of patients reached 15% weight loss and 24% reached 20% with no weight-loss plateau at [--] weeks suggesting durability beyond one year. Superiority"  
[X Link](https://x.com/meeijer/status/2018351970407399515)  2026-02-02T15:53Z 28.6K followers, 18.1K engagements


"Even after todays nearly 20% increase in share price $NBIS remains a buy in my opinion. My year-end price target: $220/share"  
[X Link](https://x.com/meeijer/status/2019892351615783178)  2026-02-06T21:53Z 28.6K followers, 13.6K engagements


"MY BRIEF OPINION ON $HIMS: Great to hear that $HIMS wont be offering the compounded semaglutide pill anymore. $HIMS stated that they had constructive conversations with stakeholders across the industry. My bet is that an agreement was reached and that no lasting damage was done. I along with many others disfavored the decision to start selling a compounded semaglutide pill; more risk no meaningful move away from GLP-1s and misalignment with what management had previously communicated. At this point I am neither adding to nor selling my position. If none of this had occurred there would have"  
[X Link](https://x.com/meeijer/status/2020221341148840406)  2026-02-07T19:41Z 28.6K followers, 25.8K engagements


"The amount of attention $HIMS has attracted recently is hard to ignore and not in a positive sense. Many of you already know (part) of what this controversy is about but below is a complete and http://x.com/i/article/2020580650642743296 http://x.com/i/article/2020580650642743296"  
[X Link](https://x.com/meeijer/status/2020583622311567455)  2026-02-08T19:40Z 28.6K followers, 29K engagements


"Top [--] stocks with the highest projected revenue growth CAGR over the next [--] years ($20B+ market cap): [--]. $ASTS AST SpaceMobile - 658% [--]. $NBIS Nebius - 430% [--]. $INMD Insmed - 83% [--]. $ALAB Astera Labs - 72% [--]. $RGLD Royal Gold - 57% [--]. $NVDA Nvidia - 56% [--]. $ALNY Alnylam Pharmaceuticals - 54% [--]. $ARGX Argenx - 53% [--]. $RDDT Reddit - 51% [--]. $PLTR Palantir - 47% [--]. $RKT Rocket Companies - 46% [--]. $LITE Lumentum - 44% [--]. $FNV Franco-Nevada - 43% [--]. $RKLB Rocket Lab - 42% [--]. $WPM Wheaton Precious Metals - 41% [--]. $AU AngloGold - 40% [--]. $RBLX Roblox - 36% [--]. $CVNA Carvana - 36% [--]. $FTAI"  
[X Link](https://x.com/meeijer/status/2012996259632599259)  2026-01-18T21:11Z 28.6K followers, 85.5K engagements


"BREAKING: $NVO DROPS 13% This is after $NVO guided -5% to -13% sales growth for FY2026 vs est. of -1%. https://twitter.com/i/web/status/2018734099016606201 https://twitter.com/i/web/status/2018734099016606201"  
[X Link](https://x.com/meeijer/status/2018734099016606201)  2026-02-03T17:11Z 28.6K followers, 12.7K engagements


"@ReturnsJourney Should I research $SE"  
[X Link](https://x.com/meeijer/status/2019160037802045811)  2026-02-04T21:24Z 28.6K followers, [----] engagements


"🚨 JUST IN: $HIMS will be competing with Novo Nordisk by offering a compounded semaglutide pill 🔥 Pricing: $HIMS: $49 intro pricing and $99/month on subscription $NVO: $199/month"  
[X Link](https://x.com/meeijer/status/2019409655349272614)  2026-02-05T13:55Z 28.6K followers, 50.9K engagements


"One of the highest-quality companies in the world $CSU is now down nearly 50% from its highs just six months ago. Im still researching the business but so far it looks well worth a deeper look. A great place to start is @TacticzH's excellent deep dive below. Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today it never experienced a drawdown over 20% but now it's down over 50% from it's all-time high. Whether you like CSU or not. I think it's a perfect https://t.co/a141N6kxcM Here it is My 10.000+ words Constellation"  
[X Link](https://x.com/meeijer/status/2020550957176606919)  2026-02-08T17:31Z 28.6K followers, [----] engagements


"Which of these stocks would you rather buy right now $NBIS at $93 $HIMS at $19 $PGY at $14 $GOOGL at $324 $NVO at $49 $ZETA at $16 $SEZL at $68 $MELI at $2036 $CSU at C$2470"  
[X Link](https://x.com/meeijer/status/2020990079930597730)  2026-02-09T22:35Z 28.6K followers, 22K engagements


"10 great underfollowed stocks to watch this year: $PGY Pagaya $DCTH Delcath Systems $SEZL Sezzle $CDLR Cadeler $AMPX Amprius $TMDX Transmedics $NXSN Next Vision Stabilized Systems $SE Sea $HNGE Hinge Health $AMSC American Superconductor Which stocks would you add https://twitter.com/i/web/status/2007506064720134351 https://twitter.com/i/web/status/2007506064720134351"  
[X Link](https://x.com/meeijer/status/2007506064720134351)  2026-01-03T17:35Z 28.6K followers, 15.5K engagements


"This pullback shouldnt concern you at all as long as you Know what you own Peter Lynch I come back to this video often"  
[X Link](https://x.com/meeijer/status/2019107961713332409)  2026-02-04T17:57Z 28.6K followers, [----] engagements


"$NBIS is now up just 13% (only 10% when accounting for AH) over the past [--] months. During that same period $NBIS signed a $17.4B deal with Microsoft Signed a $3B deal with Meta Raised contracted capacity guidance by end of [----] from 1GW to 2.5GW Guided 800MW to 1GW of connected capacity by the end of [----] Guided $7-9B in ARR for FY2026 Onboarded some of the fastest growing companies in the world: - Cursor - Black Forest Labs - Revolut ClickHouse stake more than doubled in value $NBIS is incrementally undervalued in my opinion. https://twitter.com/i/web/status/2019527383934534126"  
[X Link](https://x.com/meeijer/status/2019527383934534126)  2026-02-05T21:43Z 28.6K followers, 30.9K engagements


"$NBIS subsidiary Avride an autonomous vehicle and robot delivery business also had an outstanding quarter Avride now has [--] cars in service Avride nearly 3xd deliveries per day QoQ Avride onboarded some of Americas favorite restaurant chains including: - Shake Shack - Wendys - White Castle Avride signed key commercial agree- ments with Uber Eats and GrubHub https://twitter.com/i/web/status/2021928484025643268 https://twitter.com/i/web/status/2021928484025643268"  
[X Link](https://x.com/meeijer/status/2021928484025643268)  2026-02-12T12:44Z 28.6K followers, [----] engagements


"@TheBrilliantBu1 Exactly Whats your favorite $NBIS subsidiary"  
[X Link](https://x.com/meeijer/status/2021983483263168734)  2026-02-12T16:23Z 28.6K followers, [---] engagements


"2) $TMDX Transmedics Base case: Revenue CAGR through 2028: 22% Expected revenue FY2025: $575M (I believe this will be much higher based on flight data) Revenue FY2028: $1.044B EBITDA margin FY2028: 25% EBITDA FY2028: 261M Multiple: [--] [----] Market cap: 6.53B Share price: 6530000000/33830000 = $193.02 Upside: 72% Bear case: Revenue CAGR through 2028: 20% Expected revenue FY2025: $575M (I believe this will be much higher based on flight data) Revenue FY2028: $994M EBITDA margin FY2028: 20% EBITDA FY2028: 199M Multiple: [--] [----] Market cap: 4.37B Share price: 4370000000/33830000 = $132.42 Upside:"  
[X Link](https://x.com/meeijer/status/1943779885027111011)  2025-07-11T21:10Z 28.5K followers, [----] engagements


"3) $GOOGL Alphabet Base case: Revenue CAGR through 2028: 10% Expected revenue FY2025: $388B Revenue FY2028: $516B Net margin FY2028: 30% Net income FY2028: 155B Multiple: [--] [----] Market cap: 3.408T Share price: 3408000000000/12135000000 = $280.88 Upside: 56% Bear case: Revenue CAGR through 2028: 8% Expected revenue FY2025: $388B Revenue FY2028: $489B Net margin FY2028: 26% Net income FY2028: 127B Multiple: [--] [----] Market cap: 2.414T Share price: 2414000000000/12135000000 = $198.97 Upside: 10% Bull case: Revenue CAGR through 2028: 12% Expected revenue FY2025: $388B Revenue FY2028: $545B Net"  
[X Link](https://x.com/meeijer/status/1943779888126726146)  2025-07-11T21:10Z 28.5K followers, [----] engagements


"What are your two largest holdings right now Mine are $NBIS and $HIMS"  
[X Link](https://x.com/meeijer/status/1950649664392589819)  2025-07-30T20:08Z 28.5K followers, 36.8K engagements


"@TacticzH Excellent list I own $CDLR $NVO $NBIS $ASML and $DLO from those companies"  
[X Link](https://x.com/meeijer/status/1957713228751839565)  2025-08-19T07:56Z 28.5K followers, [----] engagements


"@TheBrilliantBu1 $CDLR"  
[X Link](https://x.com/meeijer/status/1958096524253999467)  2025-08-20T09:19Z 28.5K followers, [---] engagements


"@FluentInQuality Here are a few more names: $UNH $CDLR $DLO $GOOGL $TMDX"  
[X Link](https://x.com/meeijer/status/1959498137933890030)  2025-08-24T06:08Z 28.5K followers, [---] engagements


"@TacticzH Excellent thread $AMD $CDLR and $DAVE are my favorites"  
[X Link](https://x.com/meeijer/status/1959633748883841143)  2025-08-24T15:07Z 28.5K followers, [----] engagements


"16) $DAVE Dave Size: Small cap ($2.7B) $DAVE is a simple yet strong business. It lets users borrow up to $500 and earns money through its ExtraCash service fee which is 5% of the advance amount with a minimum of $5 and a maximum of $15. $DAVE is one of the only players in this space as most go bankrupt. This is primarily because of its AI model that evaluates user spending patterns and income flows to better predict repayment manage risk and minimize losses"  
[X Link](https://x.com/meeijer/status/1959715324473041106)  2025-08-24T20:31Z 28.5K followers, 17.1K engagements


"17) $CDLR Cadeler Size: Small cap ($2B) $CDLR is my favorite European small-cap. Its a highly specialized company focusing on the transportation installation and maintenance of offshore wind turbines. While much of the energy conversation today is centered on nuclear wind energy remains highly effective and scalable. I believe $CDLR is poised for significant growth when sentiment in the sector turns positive and I expect the stock price to reflect this potential. https://twitter.com/i/web/status/1959715334560379380 https://twitter.com/i/web/status/1959715334560379380"  
[X Link](https://x.com/meeijer/status/1959715334560379380)  2025-08-24T20:32Z 28.5K followers, 18.9K engagements


"@DividendNGrowth I only own $CDLR from this list hbu"  
[X Link](https://x.com/meeijer/status/1959866926173217173)  2025-08-25T06:34Z 28.5K followers, [---] engagements


"🚨 $CDLR H1 results 🚨 Revenue up a stellar 265% YoY to 299M. EBITDA margin of 71% and EBITDA nearly 10Xd YoY. https://twitter.com/i/web/status/1960288535895773220 https://twitter.com/i/web/status/1960288535895773220"  
[X Link](https://x.com/meeijer/status/1960288535895773220)  2025-08-26T10:29Z 28.5K followers, 13.2K engagements


"@TacticzH Are you going to intitiate a position in $CDLR today 😁"  
[X Link](https://x.com/meeijer/status/1960301971614691688)  2025-08-26T11:23Z 28.5K followers, [---] engagements


"@aff3lit0 Weak sector man. The sentiment around wind energy is just horrible. I still believe in the long-term thesis and will continue to hold my $CDLR shares"  
[X Link](https://x.com/meeijer/status/1960776997036052679)  2025-08-27T18:50Z 28.5K followers, [---] engagements


"🚨JUST IN $NBIS datacenter in New Jersey is now capable of delivering 50MW. This datacenter could deliver up to 300MW once completed in 6-9 months🔥"  
[X Link](https://x.com/meeijer/status/1961886750940307752)  2025-08-30T20:20Z 28.5K followers, 89.3K engagements


"@Ashton_1nvests Some additions to this list: $DLO $CDLR $AMPX $TMDX"  
[X Link](https://x.com/meeijer/status/1963302304846680289)  2025-09-03T18:05Z 28.5K followers, [----] engagements


"Which stock do you think offers the best risk-reward opportunity $HIMS at $48 $GOOGL at $235 $TSLA at $351 $NBIS at $65 $CDLR at $21 $NVDA at $167 $AMD at $151 $AMZN at $232 $DLO at $13 $AMPX at $7"  
[X Link](https://x.com/meeijer/status/1964411026809708697)  2025-09-06T19:31Z 28.5K followers, 94.1K engagements


"@Ashton_1nvests Here are a few more: - $TMDX - $NBIS - $CDLR"  
[X Link](https://x.com/meeijer/status/1966566321035862135)  2025-09-12T18:15Z 28.5K followers, [----] engagements


"Which stock do you think offers the best risk-reward opportunity $NBIS at $116 $AMD at $164 $TMDX at $115 $HIMS at $56 $IONQ at $63 $NVDA at $187 $OSCR at $19 $ASTS at $57 $DLO at $14 $WYFI at $32"  
[X Link](https://x.com/meeijer/status/1973483825092001816)  2025-10-01T20:23Z 28.5K followers, 71.8K engagements


"@Rasm01__ Sentiment is just horrible right now. To be honest I sold a large part of my $CDLR position a few weeks ago and put it into $WYFI"  
[X Link](https://x.com/meeijer/status/1973838377142398993)  2025-10-02T19:51Z 28.5K followers, [---] engagements


"Heres how my main watchlist looks right now (these are stocks I dont own): $RBRK $AMPX $HROW $MELI $CIFR Which stocks would you add"  
[X Link](https://x.com/meeijer/status/1974565091350806546)  2025-10-04T19:59Z 28.5K followers, 18.1K engagements


"@brockiwelt Whats $NIQ"  
[X Link](https://x.com/meeijer/status/1976510516647645312)  2025-10-10T04:50Z 28.5K followers, [---] engagements


"@noegrs_research $CDLR is one of the best risk-rewards IMO. I really like it"  
[X Link](https://x.com/meeijer/status/1992589695172366543)  2025-11-23T13:42Z 28.5K followers, [----] engagements


"@YodaStockInvest From this list $HIMS $NBIS $AST and $KRKNF"  
[X Link](https://x.com/meeijer/status/2000981068678381579)  2025-12-16T17:27Z 28.5K followers, [---] engagements


"The WHOLE datacenter value chain explained: Modern AI and cloud computing exist only because it is possible to manufacture transistors at near-atomic precision. That capability starts with $ASML the only company in the entire world that's able to build EUV lithography systems which are required to print the smallest features on advanced chips. A single EUV machine costs over $200 million and takes nearly a year to install which just goes to show how industrial this foundation really is. Supporting this are $KLAC which provides inspection and metrology to catch defects that would otherwise"  
[X Link](https://x.com/meeijer/status/2005355481586651156)  2025-12-28T19:09Z 28.5K followers, 12.8K engagements


"@SergeyCYW Great companies but Id add these: $CDLR - Cadeler $PNG.V - Kraken Robotics $NVO - Novo Nordisk $DLO - dLocal"  
[X Link](https://x.com/meeijer/status/2005500562637492664)  2025-12-29T04:46Z 28.5K followers, [----] engagements


"@smartmoneypt @TacticzH Do you own $CDLR"  
[X Link](https://x.com/meeijer/status/2005515749901967816)  2025-12-29T05:46Z 28.5K followers, [---] engagements


"@SergeyCYW What about $NVO and $CDLR"  
[X Link](https://x.com/meeijer/status/2005574031962173458)  2025-12-29T09:38Z 28.5K followers, [---] engagements


"If you had to bet on one of these stocks for [----] which would it be $NBIS at $84 $HOOD at $113 $ZETA at $20 $SEZL at $63 $AMPX at $8 $ASTS at $73 $HIMS at $32 $TSM at $304 $GOOGL at $313 $IREN at $38 https://twitter.com/i/web/status/2006825254946222226 https://twitter.com/i/web/status/2006825254946222226"  
[X Link](https://x.com/meeijer/status/2006825254946222226)  2026-01-01T20:30Z 28.5K followers, 115.5K engagements


"@QualityInvest5 Another European stock Im much more excited and interested in is $CDLR. Have you ever looked into Cadeler"  
[X Link](https://x.com/meeijer/status/2006969005446410739)  2026-01-02T06:01Z 28.5K followers, [---] engagements


"@aleabitoreddit One of the best ratings Ive seen in a long time"  
[X Link](https://x.com/meeijer/status/2007079216861593826)  2026-01-02T13:19Z 28.6K followers, [----] engagements


"@QualityInvest5 If you like $KLAR Id recommend looking at $SEZL"  
[X Link](https://x.com/meeijer/status/2011474173227327803)  2026-01-14T16:23Z 28.5K followers, [---] engagements


"🚨 BREAKING: $NVO and Aspect enter a new phase of their partnership to develop potentially curative medicines for diabetes. Novo Nordisk and Aspect Biosystems announced today they are advancing their collaboration to accelerate next-generation cellular medicines for diabetes building on progress made since [----]. The goal: develop off-the-shelf cell therapies that could restore glucose control in type [--] diabetes without long-term immune suppression. Aspect brings tremendous expertise in cellular medicines together we aim to progress transformative cell therapies toward clinical development and"  
[X Link](https://x.com/meeijer/status/2013608018357739807)  2026-01-20T13:42Z 28.5K followers, [----] engagements


"@bdinvestingg $DLO is my pick but I might add $MELI to my portfolio in the future"  
[X Link](https://x.com/meeijer/status/2014447363398443465)  2026-01-22T21:17Z 28.5K followers, [---] engagements


"@DeepIceValue Proud to say my $NVO average cost if $48/share"  
[X Link](https://x.com/meeijer/status/2014789297937801488)  2026-01-23T19:56Z 28.5K followers, [----] engagements


"$TSLA is now a $1.4T company with $5B in net income. Pure narrative. Zero fundamentals. Overvalued"  
[X Link](https://x.com/meeijer/status/2014802659027386666)  2026-01-23T20:49Z 28.5K followers, 13.2K engagements


"$META JUST GUIDED $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES BULLISH FOR AI INFRA INCLUDING $NBIS 🔥"  
[X Link](https://x.com/meeijer/status/2016619908444963272)  2026-01-28T21:10Z 28.5K followers, 27.2K engagements


"@Ashton_1nvests Wheres $CSU"  
[X Link](https://x.com/meeijer/status/2018354074446344639)  2026-02-02T16:01Z 28.5K followers, [---] engagements


"@TacticzH 25k or $25m"  
[X Link](https://x.com/meeijer/status/2018415111442927960)  2026-02-02T20:03Z 28.5K followers, [--] engagements


"@Mindset4Money_X Whats your average cost"  
[X Link](https://x.com/meeijer/status/2018704067732570583)  2026-02-03T15:12Z 28.5K followers, [----] engagements


"Which stock do you think offers the best risk-reward opportunity right now $NBIS at $99 $OKLO at $135 $HOOD at $125 $WYFI at $26 $HIMS at $58 $GOOGL at $255 $AMZN at $231 $IONQ at $70 $SOFI at $30 $HROW at $44"  
[X Link](https://x.com/meeijer/status/1969492918839771406)  2025-09-20T20:04Z 28.6K followers, 132.6K engagements


"When a stock is broken but the business isnt youve been given a great opportunity. $NVO"  
[X Link](https://x.com/anyuser/status/1977040109875667379)  2025-10-11T15:54Z 28.6K followers, 142K engagements


"I still believe $NVO offers one of the best risk-reward opportunities"  
[X Link](https://x.com/anyuser/status/1978127122448191750)  2025-10-14T15:53Z 28.6K followers, 28.8K engagements


"How much market cap each company lost today: $MU Micron : $12B $AMD Amd : $12B $ASML Asml : $13B $MRVL Marvell tech. : $20B $MSFT Microsoft : $65B $GOOGL Alphabet : $100B $TSM Taiwan semi. : $105B $AVGO Broadcom : $200B $NVDA Nvidia : $590B All because of Deepseek AI. https://twitter.com/i/web/status/1883985990257111474 https://twitter.com/i/web/status/1883985990257111474"  
[X Link](https://x.com/meeijer/status/1883985990257111474)  2025-01-27T21:10Z 28.6K followers, [---] engagements

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