[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 discussing and sharing their insights on various tech stocks, including $NBIS, $BZAI, $NVO, and $HIMS. These companies are involved in innovative technologies such as AI, cloud computing, and healthcare, and have recently made significant announcements, including partnerships, investments, and revenue projections. Some investors believe these companies have strong growth potential and are undervalued, making them attractive investment opportunities. ### Engagements: XXXXXX [#](/creator/twitter::1471025154440548353/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +87% - X Year XXXXXXXXXX +31,251% ### Mentions: XX [#](/creator/twitter::1471025154440548353/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +23% - X Year XXXXX +2,819% ### Followers: XXXXXX [#](/creator/twitter::1471025154440548353/followers)  - X Week XXXXXX +0.51% - X Month XXXXXX +4% - X Months XXXXXX +136% - X Year XXXXXX +6,633% ### CreatorRank: XXXXXXX [#](/creator/twitter::1471025154440548353/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) #5974 [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$nbis](/topic/$nbis) #18, [$nvo](/topic/$nvo) #11, [$krknf](/topic/$krknf) #12, [$pngv](/topic/$pngv) #2, [stocks](/topic/stocks) #931, [$hims](/topic/$hims) #22, [$dlo](/topic/$dlo) #3, [$bzai](/topic/$bzai) #1, [$tmdx](/topic/$tmdx) #7, [ceo](/topic/ceo) XXXX% **Top accounts mentioned or mentioned by** [@wealthmatica](/creator/undefined) [@yodastockinvest](/creator/undefined) [@thestocksking](/creator/undefined) [@tacticzh](/creator/undefined) [@sojustfollowme](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@ronenhayempour](/creator/undefined) [@kaizen_investor](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@philippeffkema1](/creator/undefined) [@arabwealthy](/creator/undefined) [@danielkoss](/creator/undefined) [@genzinvest0r](/creator/undefined) [@babyfolio](/creator/undefined) [@fiscalai](/creator/undefined) [@qualityinvest5](/creator/undefined) [@qualtrim](/creator/undefined) [@gt97322191](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Microsoft Corp. (MSFT)](/topic/microsoft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Micron Technology, Inc. (MU)](/topic/$mu) [Metadium (META)](/topic/$meta) [Parex (PRX)](/topic/$prx) [Shopify Inc (SHOP)](/topic/$shop) [Cloudflare, Inc. (NET)](/topic/$net) [Pangolin (PNG)](/topic/$png) [Global-E Online Ltd. Ordinary Shares (GLBE)](/topic/$glbe) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Dave Inc. (DAVE)](/topic/$dave) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Palantir (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [ZetaChain (ZETA)](/topic/$zeta) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [MercadoLibre Inc (MELI)](/topic/$meli) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [Morgan Stanley (MS)](/topic/morgan-stanley) [Coherent Inc (COHR)](/topic/$cohr) [IREN Limited (IREN)](/topic/$iren) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) ### Top Social Posts Top posts by engagements in the last XX hours "$NVO is still a wonderful business. Even though its losing market share it remains the second-largest player in rapidly growing industry. I believe it can maintain (or even regain) share once Novo Nordisks oral pill becomes publicly available" [X Link](https://x.com/meeijer/status/1995189467230130623) 2025-11-30T17:53Z 26.6K followers, 11.5K engagements "$TMDX hit a new 52-week high today and is now up XXX% YTD. I remember calling it a screaming buy in the $70s and I still think its a great long-term opportunity" [X Link](https://x.com/meeijer/status/1995532030575067181) 2025-12-01T16:34Z 26.6K followers, 13.5K engagements "$NBIS enterprise customers today include: $NET $PRX $SHOP And now $MSFT The CEO has said he expects more contracts ahead. This is only the beginning" [X Link](https://x.com/meeijer/status/1965380874410791201) 2025-09-09T11:44Z 26.6K followers, 16.3K engagements "$NBIS: - Founder-led - $90M in ARR in FY2024 - Guided for $1B in ARR in FY2025 more than a 10x increase YoY - Also guided for X GW of contracted power by the end of 2026 - $5B cash on hand - Signed a $17B deal with Microsoft - CEO said "there are more tocome (contracts like the one with Microsoft)" - (Partially) owns X subsdiaries: - Avride: AVs and delivery robots - Tripleten: Edtech - Toloka: Data processing - Has a XX% stake in Clickhouse one of the worlds fastest-growing analytics database companies" [X Link](https://x.com/meeijer/status/1982074953932365895) 2025-10-25T13:21Z 26.5K followers, 93.4K engagements "The stock I initiated a position in today is $KRKNF / $PNG Kraken Robotics. Ive officially become a Krakhead. They design and manufacture the best batteries for unmanned underwater vehicles truly a great company" [X Link](https://x.com/meeijer/status/1982912017456607628) 2025-10-27T20:47Z 26.5K followers, 24.7K engagements "Friendly reminder: $NBIS is expected to grow ARR XX YoY next quarter and XX YoY by the end of 2026" [X Link](https://x.com/meeijer/status/1993350328746647579) 2025-11-25T16:05Z 26.5K followers, 18.8K engagements "@qualtrim $ASML AND $TSM" [X Link](https://x.com/meeijer/status/1994109479349305734) 2025-11-27T18:22Z 26.6K followers, XXX engagements "$HIMS is still one of my highest-conviction plays. Labs will boost cross-selling and strengthen the companys MOAT significantly. Slowly but surely were seeing $HIMS evolve into a more complete platform; the Amazon of healthcare" [X Link](https://x.com/meeijer/status/1994455006225866754) 2025-11-28T17:15Z 26.6K followers, 15.7K engagements "@StockSavvyShay X. $PNG.V Kraken Robotics XX. $WYFI WhiteFiber XX. $BZAI Blaize AI XX. $HROW Harrow XX. $DLO D-Local" [X Link](https://x.com/meeijer/status/1995040021787939225) 2025-11-30T07:59Z 26.5K followers, 2597 engagements "@YodaStockInvest These are my international stocks: $NVO Novo Nordisk $DLO Dlocal $KRKNF / $PNG.V Kraken Robotics $GLPG Galapagos $NBIS Nebius" [X Link](https://x.com/meeijer/status/1995872890512974122) 2025-12-02T15:09Z 26.6K followers, 1104 engagements "🚨 $HIMS IS ACQUIRING YOURBIO HEALTH 🔥 $HIMS is bringing YourBios patented virtually painless micro-needle technology into its platform; a major leap forward in modernizing blood collection and expanding the future of at-home diagnostics. Andrew Dudum CEO of Hims & Hers underscored the impact: The next generation of health innovation will be built on proprietary technologies that make wellness simpler more comfortable and more human. YourBios bladeless micro-needles are thinner than an eyelash and designed to eliminate the pain and inconvenience of traditional blood draws; redefining what" [X Link](https://x.com/meeijer/status/1996222373402460348) 2025-12-03T14:17Z 26.6K followers, 16.1K engagements "@Mindset4Money_X Bbbuhbut AI will disrupt :)" [X Link](https://x.com/meeijer/status/1996627806223323517) 2025-12-04T17:08Z 26.5K followers, 1050 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" [X Link](https://x.com/meeijer/status/1941239075354312964) 2025-07-04T20:53Z 26.6K followers, 21.6K engagements "Is $NBIS still a buy Heres my valuation model and price targets Theres been a lot of debate recently about whether $NBIS is still a buy. To answer this question Ive built a valuation model. First lets get the numbers straight. The Microsoft deal will deliver $17.4B (potentially $19.4B if Microsoft acquires additional services or capacity under the agreement) in revenue for Nebius ($NBIS) over 5+ years running through 2031. Microsoft will start receiving infrastructure from the New Jersey site later this year. To complete the buildout Nebius will use a mix of its own capital and capital from" [X Link](https://x.com/meeijer/status/1975651911031218387) 2025-10-07T19:58Z 26.6K followers, 177.9K engagements "My favorite quality stocks: $NVO $TSM $ASML $META $TMDX $GOOGL Which stocks would you add" [X Link](https://x.com/meeijer/status/1994091482588873034) 2025-11-27T17:10Z 26.6K followers, 16.5K engagements "$NBIS in a league of its own today. 🔥" [X Link](https://x.com/meeijer/status/1995591469915390452) 2025-12-01T20:30Z 26.6K followers, 14.3K engagements "JUST IN: $PNG.V / $KRKNF Kraken Robotics lands $12M in new orders for SAS systems KATFISH spares and SeaPower batteries. Purchases from: - Teledyne Marine - Terradepth - Two NATO navies $KRKNF keeps scaling and continues gaining more and more traction As we near the end of the calendar year we are seeing many expected orders coming through before budgets reset including two new SeaPower battery customers Greg Reid President & CEO Kraken Robotics Clients are from both defence and commercial organizations highlighting how Krakens dual-use technology is critical across a variety of applications" [X Link](https://x.com/meeijer/status/1995870559582761022) 2025-12-02T14:59Z 26.6K followers, 10.9K engagements "🚨BREAKING: $NBIS' Avride launches a commercial robotaxi service in Dallas. I still think this business is extremely underrated and could be worth over $10B after 2030 if all goes well" [X Link](https://x.com/meeijer/status/1996212453055639828) 2025-12-03T13:38Z 26.6K followers, 14.8K engagements "@daniel_koss I own $NBIS $KRKNF and $ASTS as well" [X Link](https://x.com/meeijer/status/1996832561964925372) 2025-12-05T06:42Z 26.6K followers, 2069 engagements "$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:" [X Link](https://x.com/meeijer/status/1991601353152688621) 2025-11-20T20:15Z 26.6K followers, 47.5K engagements "Today $PNG.V / $KRKNF (Kraken Robotics) reported results and they were strong in my view: Revenue up XX% YoY Full-year revenue guidance reaffirmed EBITDA margin above XX% Gross margin up X points YoY EBITDA margin up X points YoY The stock is down mainly due to higher capex guidance and a modest revenue miss. Both concerns seem misplaced: 1) The revenue miss isnt meaningful; management reiterated full-year guidance. 2) The capex increase reflects confidence in accelerating demand and is aimed at boosting capacity and service capability for future growth. Overall a solid quarter" [X Link](https://x.com/meeijer/status/1992978803023344017) 2025-11-24T15:29Z 26.6K followers, 16.6K engagements "Which of these stocks offers the best risk-reward opportunity $NBIS at $XX $HIMS at $XX $DUOL at $XXX $MU at $XXX $TSLA at $XXX $PLTR at $XXX $PNG.V at C$6 $NVDA at $XXX $DLO at $XX $ASTS at $56" [X Link](https://x.com/meeijer/status/1994868444458623154) 2025-11-29T20:37Z 26.6K followers, 50.6K engagements "Unmatched execution. $ZETA" [X Link](https://x.com/meeijer/status/1995959541935342001) 2025-12-02T20:53Z 26.6K followers, 9909 engagements "$RBRK just reported excellent earnings. I still really like the company; it operates in one of the fastest-growing sectors in the world" [X Link](https://x.com/meeijer/status/1996698894101610806) 2025-12-04T21:51Z 26.6K followers, 6537 engagements "$NBIS: Founder-led $90M in ARR in FY2024 Guided for $1B in ARR in FY2025 more than a 10x increase YoY Guided for $8B in ARR by the end of 2026 Over $5B cash on hand Signed a $17B deal with Microsoft Signed a $3B deal with Meta Has onboarded multiple of the fastest growing startups in the world: - Cursor - Black Forest Labs (Partially) owns X subsdiaries: - Avride: AVs and delivery robots - Tripleten: Edtech - Toloka: Data processing Has a XX% stake in Clickhouse one of the worlds fastest-growing analytics database companies" [X Link](https://x.com/meeijer/status/1997056964082250037) 2025-12-05T21:34Z 26.6K followers, 35.8K engagements "@StockSavvyShay XX. $BZAI Blaize Holdings" [X Link](https://x.com/meeijer/status/1997273202532450794) 2025-12-06T11:53Z 26.6K followers, XXX engagements "@StockSavvyShay XX. $BZAI Blaize" [X Link](https://x.com/meeijer/status/1997274067674485236) 2025-12-06T11:56Z 26.6K followers, 7021 engagements "4 growth stocks I'd BUY right now: - $NBIS - $HIMS - $TMDX - $WYFI X quality stocks I'd BUY right now: - $NVO - $DLO - $META - $MELI" [X Link](https://x.com/meeijer/status/1997418766259323272) 2025-12-06T21:31Z 26.6K followers, 23.3K engagements "Morgan Stanley now projects datacenters needing 72GW of power from 2025 through 2028. Here are XX stocks I believe will benefit significantly from the AI boom and surging demand: $VRT Vertiv $COHR Coherent $NBIS Nebius $AAOI Applied Optoelectronics $ASML Asml $WYFI WhiteFiber $IREN Iren $MRVL Marvell $ALAB Astera Labs $TSM TSMC $BZAI Blaize $AMD Advanced Micro Devices" [X Link](https://x.com/meeijer/status/1997784897751330887) 2025-12-07T21:46Z 26.6K followers, 55.6K engagements "@Mindset4Money_X Perhaps I've misread something but how is $PSKY trying to acquire $WBD for $100B+ while $PSKY's market cap is $15B" [X Link](https://x.com/meeijer/status/1998052787049865475) 2025-12-08T15:31Z 26.6K followers, XXX engagements "@TheRayMyers $NVO $NBIS None $ASTS $HIMS and $DLO" [X Link](https://x.com/meeijer/status/1998109832277024829) 2025-12-08T19:18Z 26.6K followers, 1146 engagements "I still believe $NVO is criminally undervalued. The company is losing some market share but I think that once Novo Nordisks oral pill launches their share will stabilize. In short: this stock shouldnt be trading at a P/E of 13" [X Link](https://x.com/meeijer/status/1998140331863269447) 2025-12-08T21:19Z 26.6K followers, 4791 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 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: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +87%
- X Year XXXXXXXXXX +31,251%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +23%
- X Year XXXXX +2,819%
Followers: XXXXXX #
- X Week XXXXXX +0.51%
- X Month XXXXXX +4%
- X Months XXXXXX +136%
- X Year XXXXXX +6,633%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks #5974 technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXXX%
Social topic influence $nbis #18, $nvo #11, $krknf #12, $pngv #2, stocks #931, $hims #22, $dlo #3, $bzai #1, $tmdx #7, ceo XXXX%
Top accounts mentioned or mentioned by @wealthmatica @yodastockinvest @thestocksking @tacticzh @sojustfollowme @stocksavvyshay @ronenhayempour @kaizen_investor @mindset4moneyx @thebrilliantbu1 @kaizeninvestor @philippeffkema1 @arabwealthy @danielkoss @genzinvest0r @babyfolio @fiscalai @qualityinvest5 @qualtrim @gt97322191
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) DLocal Limited Class A Common Shares (DLO) TransMedics Group, Inc. Common Stock (TMDX) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Astera Labs, Inc. Common Stock (ALAB) Micron Technology, Inc. (MU) Metadium (META) Parex (PRX) Shopify Inc (SHOP) Cloudflare, Inc. (NET) Pangolin (PNG) Global-E Online Ltd. Ordinary Shares (GLBE) Alvotech Ordinary Shares (ALVO) Eos Energy Enterprises, Inc. (EOSE) Dave Inc. (DAVE) Alphabet Inc Class A (GOOGL) Duolingo, Inc. Class A Common Stock (DUOL) Palantir (PLTR) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) ZetaChain (ZETA) Rubrik, Inc. (RBRK) MercadoLibre Inc (MELI) Vertiv Holdings Co (VRT) Advanced Micro Devices (AMD) Morgan Stanley (MS) Coherent Inc (COHR) IREN Limited (IREN) Marvell Technology Inc (MRVL) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD)
Top Social Posts
Top posts by engagements in the last XX hours
"$NVO is still a wonderful business. Even though its losing market share it remains the second-largest player in rapidly growing industry. I believe it can maintain (or even regain) share once Novo Nordisks oral pill becomes publicly available"
X Link 2025-11-30T17:53Z 26.6K followers, 11.5K engagements
"$TMDX hit a new 52-week high today and is now up XXX% YTD. I remember calling it a screaming buy in the $70s and I still think its a great long-term opportunity"
X Link 2025-12-01T16:34Z 26.6K followers, 13.5K engagements
"$NBIS enterprise customers today include: $NET $PRX $SHOP And now $MSFT The CEO has said he expects more contracts ahead. This is only the beginning"
X Link 2025-09-09T11:44Z 26.6K followers, 16.3K engagements
"$NBIS: - Founder-led - $90M in ARR in FY2024 - Guided for $1B in ARR in FY2025 more than a 10x increase YoY - Also guided for X GW of contracted power by the end of 2026 - $5B cash on hand - Signed a $17B deal with Microsoft - CEO said "there are more tocome (contracts like the one with Microsoft)" - (Partially) owns X subsdiaries: - Avride: AVs and delivery robots - Tripleten: Edtech - Toloka: Data processing - Has a XX% stake in Clickhouse one of the worlds fastest-growing analytics database companies"
X Link 2025-10-25T13:21Z 26.5K followers, 93.4K engagements
"The stock I initiated a position in today is $KRKNF / $PNG Kraken Robotics. Ive officially become a Krakhead. They design and manufacture the best batteries for unmanned underwater vehicles truly a great company"
X Link 2025-10-27T20:47Z 26.5K followers, 24.7K engagements
"Friendly reminder: $NBIS is expected to grow ARR XX YoY next quarter and XX YoY by the end of 2026"
X Link 2025-11-25T16:05Z 26.5K followers, 18.8K engagements
"@qualtrim $ASML AND $TSM"
X Link 2025-11-27T18:22Z 26.6K followers, XXX engagements
"$HIMS is still one of my highest-conviction plays. Labs will boost cross-selling and strengthen the companys MOAT significantly. Slowly but surely were seeing $HIMS evolve into a more complete platform; the Amazon of healthcare"
X Link 2025-11-28T17:15Z 26.6K followers, 15.7K engagements
"@StockSavvyShay X. $PNG.V Kraken Robotics XX. $WYFI WhiteFiber XX. $BZAI Blaize AI XX. $HROW Harrow XX. $DLO D-Local"
X Link 2025-11-30T07:59Z 26.5K followers, 2597 engagements
"@YodaStockInvest These are my international stocks: $NVO Novo Nordisk $DLO Dlocal $KRKNF / $PNG.V Kraken Robotics $GLPG Galapagos $NBIS Nebius"
X Link 2025-12-02T15:09Z 26.6K followers, 1104 engagements
"🚨 $HIMS IS ACQUIRING YOURBIO HEALTH 🔥 $HIMS is bringing YourBios patented virtually painless micro-needle technology into its platform; a major leap forward in modernizing blood collection and expanding the future of at-home diagnostics. Andrew Dudum CEO of Hims & Hers underscored the impact: The next generation of health innovation will be built on proprietary technologies that make wellness simpler more comfortable and more human. YourBios bladeless micro-needles are thinner than an eyelash and designed to eliminate the pain and inconvenience of traditional blood draws; redefining what"
X Link 2025-12-03T14:17Z 26.6K followers, 16.1K engagements
"@Mindset4Money_X Bbbuhbut AI will disrupt :)"
X Link 2025-12-04T17:08Z 26.5K followers, 1050 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"
X Link 2025-07-04T20:53Z 26.6K followers, 21.6K engagements
"Is $NBIS still a buy Heres my valuation model and price targets Theres been a lot of debate recently about whether $NBIS is still a buy. To answer this question Ive built a valuation model. First lets get the numbers straight. The Microsoft deal will deliver $17.4B (potentially $19.4B if Microsoft acquires additional services or capacity under the agreement) in revenue for Nebius ($NBIS) over 5+ years running through 2031. Microsoft will start receiving infrastructure from the New Jersey site later this year. To complete the buildout Nebius will use a mix of its own capital and capital from"
X Link 2025-10-07T19:58Z 26.6K followers, 177.9K engagements
"My favorite quality stocks: $NVO $TSM $ASML $META $TMDX $GOOGL Which stocks would you add"
X Link 2025-11-27T17:10Z 26.6K followers, 16.5K engagements
"$NBIS in a league of its own today. 🔥"
X Link 2025-12-01T20:30Z 26.6K followers, 14.3K engagements
"JUST IN: $PNG.V / $KRKNF Kraken Robotics lands $12M in new orders for SAS systems KATFISH spares and SeaPower batteries. Purchases from: - Teledyne Marine - Terradepth - Two NATO navies $KRKNF keeps scaling and continues gaining more and more traction As we near the end of the calendar year we are seeing many expected orders coming through before budgets reset including two new SeaPower battery customers Greg Reid President & CEO Kraken Robotics Clients are from both defence and commercial organizations highlighting how Krakens dual-use technology is critical across a variety of applications"
X Link 2025-12-02T14:59Z 26.6K followers, 10.9K engagements
"🚨BREAKING: $NBIS' Avride launches a commercial robotaxi service in Dallas. I still think this business is extremely underrated and could be worth over $10B after 2030 if all goes well"
X Link 2025-12-03T13:38Z 26.6K followers, 14.8K engagements
"@daniel_koss I own $NBIS $KRKNF and $ASTS as well"
X Link 2025-12-05T06:42Z 26.6K followers, 2069 engagements
"$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:"
X Link 2025-11-20T20:15Z 26.6K followers, 47.5K engagements
"Today $PNG.V / $KRKNF (Kraken Robotics) reported results and they were strong in my view: Revenue up XX% YoY Full-year revenue guidance reaffirmed EBITDA margin above XX% Gross margin up X points YoY EBITDA margin up X points YoY The stock is down mainly due to higher capex guidance and a modest revenue miss. Both concerns seem misplaced: 1) The revenue miss isnt meaningful; management reiterated full-year guidance. 2) The capex increase reflects confidence in accelerating demand and is aimed at boosting capacity and service capability for future growth. Overall a solid quarter"
X Link 2025-11-24T15:29Z 26.6K followers, 16.6K engagements
"Which of these stocks offers the best risk-reward opportunity $NBIS at $XX $HIMS at $XX $DUOL at $XXX $MU at $XXX $TSLA at $XXX $PLTR at $XXX $PNG.V at C$6 $NVDA at $XXX $DLO at $XX $ASTS at $56"
X Link 2025-11-29T20:37Z 26.6K followers, 50.6K engagements
"Unmatched execution. $ZETA"
X Link 2025-12-02T20:53Z 26.6K followers, 9909 engagements
"$RBRK just reported excellent earnings. I still really like the company; it operates in one of the fastest-growing sectors in the world"
X Link 2025-12-04T21:51Z 26.6K followers, 6537 engagements
"$NBIS: Founder-led $90M in ARR in FY2024 Guided for $1B in ARR in FY2025 more than a 10x increase YoY Guided for $8B in ARR by the end of 2026 Over $5B cash on hand Signed a $17B deal with Microsoft Signed a $3B deal with Meta Has onboarded multiple of the fastest growing startups in the world: - Cursor - Black Forest Labs (Partially) owns X subsdiaries: - Avride: AVs and delivery robots - Tripleten: Edtech - Toloka: Data processing Has a XX% stake in Clickhouse one of the worlds fastest-growing analytics database companies"
X Link 2025-12-05T21:34Z 26.6K followers, 35.8K engagements
"@StockSavvyShay XX. $BZAI Blaize Holdings"
X Link 2025-12-06T11:53Z 26.6K followers, XXX engagements
"@StockSavvyShay XX. $BZAI Blaize"
X Link 2025-12-06T11:56Z 26.6K followers, 7021 engagements
"4 growth stocks I'd BUY right now: - $NBIS - $HIMS - $TMDX - $WYFI X quality stocks I'd BUY right now: - $NVO - $DLO - $META - $MELI"
X Link 2025-12-06T21:31Z 26.6K followers, 23.3K engagements
"Morgan Stanley now projects datacenters needing 72GW of power from 2025 through 2028. Here are XX stocks I believe will benefit significantly from the AI boom and surging demand: $VRT Vertiv $COHR Coherent $NBIS Nebius $AAOI Applied Optoelectronics $ASML Asml $WYFI WhiteFiber $IREN Iren $MRVL Marvell $ALAB Astera Labs $TSM TSMC $BZAI Blaize $AMD Advanced Micro Devices"
X Link 2025-12-07T21:46Z 26.6K followers, 55.6K engagements
"@Mindset4Money_X Perhaps I've misread something but how is $PSKY trying to acquire $WBD for $100B+ while $PSKY's market cap is $15B"
X Link 2025-12-08T15:31Z 26.6K followers, XXX engagements
"@TheRayMyers $NVO $NBIS None $ASTS $HIMS and $DLO"
X Link 2025-12-08T19:18Z 26.6K followers, 1146 engagements
"I still believe $NVO is criminally undervalued. The company is losing some market share but I think that once Novo Nordisks oral pill launches their share will stabilize. In short: this stock shouldnt be trading at a P/E of 13"
X Link 2025-12-08T21:19Z 26.6K followers, 4791 engagements