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[@nikoliasgoninus](/creator/twitter/nikoliasgoninus)
"Couldnt possibly be bullish for $IREN Will be as big or bigger than Coreweave soon"  
[X Link](https://x.com/nikoliasgoninus/status/1978472484379697205) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T14:46Z 5797 followers, 17.7K engagements


"$HIMS bear arguments have devolved to things like: I really do not like that the CEO quote tweeted Antonio Linares. One of the dumbest things I have ever seen. Alex Karp and Elon are known for dunking on the shorts. Andrew and Hims & Hers are next. Its a prerequisite to being a great company IMO"  
[X Link](https://x.com/nikoliasgoninus/status/1978889311861797026) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T18:22Z 5797 followers, 38.8K engagements


"$IREN is at least a $250+ stock. Much more if they get 810MW of GPUs. Its a marathon not a sprint"  
[X Link](https://x.com/nikoliasgoninus/status/1977027782015394060) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-11T15:05Z 5744 followers, 50.7K engagements


"@JoshuaHults @cb_doge You're trash lol"  
[X Link](https://x.com/nikoliasgoninus/status/1978163452997759075) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T18:18Z 5770 followers, XX engagements


"$HIMS is quietly running toward $XX after all the paper hands investors sold last week"  
[X Link](https://x.com/nikoliasgoninus/status/1975943760857993652) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-08T15:17Z 5790 followers, 18.8K engagements


"@cb_doge The United States of North Carolina"  
[X Link](https://x.com/nikoliasgoninus/status/1978163372647456831) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T18:17Z 5772 followers, XXX engagements


"Can anyone guess which publicly traded AI Neo-cloud purchased $AMD chips first 😏 Thats right: $IREN. The IREN team seems to have a keen foresight. They saw the bitcoin mining opportunity the AI opportunity and secured a bunch of land and power. Then they started buying AMD chips. I love it. Dont underestimate forward thinking A lot of the best builders appear to be way early but in reality they just know stuff that you dont"  
[X Link](https://x.com/nikoliasgoninus/status/1975211176976953494) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-06T14:46Z 5790 followers, 46.5K engagements


"@Potemayo22 $DUOL $TSLA $IREN and $ETH"  
[X Link](https://x.com/nikoliasgoninus/status/1978486198336425991) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T15:40Z 5794 followers, XXX engagements


"I remember the $PLTR dog days of 2021-2023 when bears and shorts said that Palantir was just a consulting firm and there was no way they could compete with $SNOW. Now Snowflake is their customer"  
[X Link](https://x.com/nikoliasgoninus/status/1978831959410229695) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T14:34Z 5796 followers, 1326 engagements


"My two highest convictions stocks are $AMD and $HIMS. They make up XX% and XX% of my portfolio. AMD - XX% Hims & Hers - 35%"  
[X Link](https://x.com/nikoliasgoninus/status/1978482656229687644) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T15:26Z 5797 followers, 14.7K engagements


"$HIMS investors that sold this last week will regret it over the next 2-3 years"  
[X Link](https://x.com/nikoliasgoninus/status/1975044139093004513) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-06T03:43Z 5741 followers, 6083 engagements


"@ChessWarri42621 @jtsla4 @DMT_Doctor @LeStonkJames @Badie912 I am going to make so much money with $AMD"  
[X Link](https://x.com/nikoliasgoninus/status/1978291847077265901) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T02:48Z 5785 followers, XXX engagements


"$HIMS: The problems of the world cannot possibly be solved by skeptics or cynics whose horizons are limited by the obvious realities. We need men who can dream of things that never were. - JFK"  
[X Link](https://x.com/nikoliasgoninus/status/1976290443445887135) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-09T14:15Z 5788 followers, 2806 engagements


"66% of my investing portfolio is in: $DUOL $HIMS $IREN I believe profitable cash flow positive $XXX million to $XX billion market cap companies will outperform over the coming 5-10 years"  
[X Link](https://x.com/nikoliasgoninus/status/1974947049654346007) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-05T21:17Z 5741 followers, 2899 engagements


"@iamtomnash The 50%+ revenue growth is coming"  
[X Link](https://x.com/nikoliasgoninus/status/1978209213575758019) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T21:20Z 5775 followers, XXX engagements


"@mvcinvesting Check out $ROOT. Lining up for a spicy asymmetric return. I have X others but no DD yet. Root is trading below a X PS with XX% TTM revenue growth. Completely disconnected from reality at $XXX billion market cap and $XXXX billion in revenue"  
[X Link](https://x.com/nikoliasgoninus/status/1976990843996385723) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-11T12:38Z 5787 followers, 13.4K engagements


"Retail investors and Chris leading the individual investing revolution while only XX% of Wall Street funds beat the market this year. Call us X Street. This isnt new Wall Street"  
[X Link](https://x.com/nikoliasgoninus/status/1978454836136771834) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T13:36Z 5795 followers, XXX engagements


"$AMD $IREN and AI bulls every time the bears say: Its a bubble"  
[X Link](https://x.com/nikoliasgoninus/status/1977820496621396435) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-13T19:35Z 5797 followers, 14.8K engagements


"@shai_wininger @Tesla When can I use this in South Carolina"  
[X Link](https://x.com/nikoliasgoninus/status/1978991391884591362) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-17T01:08Z 5797 followers, XXX engagements


"@investwithsheng Yup. $HIMS investors with paper hands should sell because the stock is probably going to zero after earnings"  
[X Link](https://x.com/nikoliasgoninus/status/1978161036822773793) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T18:08Z 5784 followers, XXX engagements


"$SPOT and $NFLX partnership"  
[X Link](https://x.com/nikoliasgoninus/status/1978181723364938132) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T19:30Z 5796 followers, 1003 engagements


"@TrendSpider $AMD"  
[X Link](https://x.com/nikoliasgoninus/status/1978481423997673946) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T15:21Z 5797 followers, 1409 engagements


"PANICANS $HIMS"  
[X Link](https://x.com/nikoliasgoninus/status/1976287499921318024) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-09T14:03Z 5796 followers, 5144 engagements


"$AMD is on the warpath. There is something special going on with Anush and the software team. I hope they keep pushing the gas pedal down"  
[X Link](https://x.com/nikoliasgoninus/status/1977451855509950974) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-12T19:10Z 5747 followers, 1382 engagements


"$HIMS House Pod 🧐😏"  
[X Link](https://x.com/nikoliasgoninus/status/1978101415550554419) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T14:11Z 5764 followers, XXX engagements


"$IREN way down this morning. As a long time Hims and Hers investor you learn that these days dont matter. Just another day at the office"  
[X Link](https://x.com/nikoliasgoninus/status/1978818533367710138) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T13:41Z 5797 followers, 22.5K engagements


"@ChrisCamillo Weve just solved the mental health problem on our platform so now we are introducing personalized porn"  
[X Link](https://x.com/nikoliasgoninus/status/1978178657492345001) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T19:18Z 5766 followers, XXX engagements


"@alc2022 🤣 right there with you on $ASTS and $RKLB"  
[X Link](https://x.com/nikoliasgoninus/status/1977782246544495058) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-13T17:03Z 5741 followers, XXX engagements


"If $HIMS goes back below $XX Ill buy a bunch more"  
[X Link](https://x.com/nikoliasgoninus/status/1979183866351849548) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-17T13:52Z 5797 followers, 4975 engagements


"Conservative $HIMS projections for the next XX months: - XX% growth for Q3 and XX% for the X quarters after - XX% Free Cash Flow Margins - X% Net Margins Does this stock seem overvalued at $XX and growing XXXX% over the last XX months (with upcoming Q3 projection) Not at all. In fact this is my base case. What happens when we start to see numbers for Testosterone HRT and at Home Testing What happens when they drop their AI product margins start to expand and the market starts to re-rate the company as a tech company What happens if various Peptide approvals go through Who has a peptide"  
[X Link](https://x.com/nikoliasgoninus/status/1974998083717984363) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-06T00:40Z 5741 followers, 11.5K engagements


"$HIMS House returns 💪🏻"  
[X Link](https://x.com/nikoliasgoninus/status/1978118990204481968) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T15:21Z 5787 followers, 9929 engagements


"$AMD did a deal with $ORCL first then OpenAI. $AMZN and $META next"  
[X Link](https://x.com/nikoliasgoninus/status/1976712773355946149) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-10T18:13Z 5785 followers, 1886 engagements


"@CuriousTraderIE @elonmusk Its a positive to me. Like what else is he supposed to do The short sellers and various groups are literally betting against this great company and many Pharma peeps would love to see $HIMS fail"  
[X Link](https://x.com/nikoliasgoninus/status/1978890033613414786) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T18:25Z 5797 followers, XXX engagements


"@NighthawkTradez @_Sgr_A_Star Soybeans and cooking oil are incredibly important to the $HIMS business model"  
[X Link](https://x.com/nikoliasgoninus/status/1978193685150945675) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T20:18Z 5741 followers, XXX engagements


"If Hers is the only $HIMS business that grows next year and the rest of the business stays flat then we are looking at $XXXX billion in revenue (from midpoint guidance of $XXXX billion for FY 2025). That is still XX% year over year growth. How likely do you think it is that the other businesses dont grow 😏🧐 Id say very unlikely"  
[X Link](https://x.com/nikoliasgoninus/status/1978809436849184792) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T13:05Z 5797 followers, 3779 engagements


"$IREN announces the closing of their $X billion X% coupon convertible note offering. Cant wait to see how the team executes with this additional capital Execution and time to compute without getting over-levered like other neo-clouds is the most important thing"  
[X Link](https://x.com/nikoliasgoninus/status/1978193060602233226) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T20:15Z 5747 followers, 1017 engagements


"We are on the warpath in $DUOL Sapphire League. Somehow my girlfriend and I ended up in the same league and she is now trying to set Duolingo daily time limits as a means to win the league. LMAO good try slacker Join the Duolingo learning revolution. Dont be afraid to be a beginner again. Start learning a new language math or chess"  
[X Link](https://x.com/nikoliasgoninus/status/1978277308239671736) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T01:50Z 5796 followers, 1138 engagements


"$AMD investors right now"  
[X Link](https://x.com/nikoliasgoninus/status/1975981557845459302) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-08T17:48Z 5793 followers, 19.1K engagements


"@RealJimChanos Jim is a reliable bullish indicator for $IREN and other investors"  
[X Link](https://x.com/nikoliasgoninus/status/1978157502886789627) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T17:54Z 5797 followers, 1837 engagements


"I read lots of books"  
[X Link](https://x.com/nikoliasgoninus/status/1978976374619590938) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-17T00:08Z 5797 followers, 1032 engagements


"$HIMS could literally do nothing for a year or two. Or Andrew is building anticipation and is about to burn the shorts"  
[X Link](https://x.com/nikoliasgoninus/status/1977921891563151503) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T02:18Z 5797 followers, 14.3K engagements


"@GGreg493 I have $AMD and $IREN. If I wanted exposure to FABs I would buy $TSM who is the leader and for some reason is still very undervalued"  
[X Link](https://x.com/nikoliasgoninus/status/1978574571998507168) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T21:31Z 5788 followers, XXX engagements


"Are you saying $HIMS has a moat - @BaysideGrowth"  
[X Link](https://x.com/nikoliasgoninus/status/1978131394623603105) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T16:10Z 5745 followers, XXX engagements


"$IREN already recovering from the lettuce head shakeout"  
[X Link](https://x.com/nikoliasgoninus/status/1978105658915402055) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T14:28Z 5754 followers, XXX engagements


"A lot of $HIMS investors are selling their stock because they dont know what they own. If they understood the company they wouldnt sell. Know what you own"  
[X Link](https://x.com/nikoliasgoninus/status/1974829285199544445) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-05T13:29Z 5741 followers, 19.4K engagements


"@MarcoRamireZuno Yup. Wall Street is a trailing signal. Theyll be fully caught up once we start seeing $XXX price targets"  
[X Link](https://x.com/nikoliasgoninus/status/1978088670503514424) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T13:21Z 5754 followers, XXX engagements


"COMPOUNDERS WILL WIN $HIMS"  
[X Link](https://x.com/nikoliasgoninus/status/1978123911964270677) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T15:41Z 5745 followers, XXX engagements


"@RobinhoodApp As $HIMS and $IREN investor Ive grown used to my stocks going up or down XX% in a matter of minutes multiple times per week. Not much of a trader. Buy my favorite stocks and meme about them 🤷🏻♂"  
[X Link](https://x.com/nikoliasgoninus/status/1978821834696020130) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T13:54Z 5796 followers, XXX engagements


"Its really hard to tell which stock is more entertaining: $HIMS or $IREN. Owning these businesses provides more entertainment than a Netflix subscription. HIMS is randomly now over $XX after starting the day at $54"  
[X Link](https://x.com/nikoliasgoninus/status/1978534726018191405) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T18:53Z 5792 followers, 5380 engagements


"@ColinYurcisin I agree with $CEG and $IREN"  
[X Link](https://x.com/nikoliasgoninus/status/1977545031474159891) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-13T01:20Z 5741 followers, 3172 engagements


"Great analysis from Riyado. The $HIMS Hers business is poised to grow XXX% year over year in 2026: from $XXX million to $X billion"  
[X Link](https://x.com/nikoliasgoninus/status/1978808458112598374) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T13:01Z 5797 followers, 1915 engagements


"@_Sgr_A_Star Its going to be a nail biter cotton"  
[X Link](https://x.com/nikoliasgoninus/status/1977514068559663501) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-12T23:17Z 5787 followers, 1018 engagements


"@MrMikeInvesting $X billion in Hers revenue only. $HIMS overall will likely do around $X billion + for FY2026"  
[X Link](https://x.com/nikoliasgoninus/status/1978650701011071212) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T02:34Z 5796 followers, XXX engagements


"$IREN will be as large or larger than $CRWV over the next X years"  
[X Link](https://x.com/nikoliasgoninus/status/1977286268556919155) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-12T08:12Z 5743 followers, 1299 engagements


"$IREN $HIMS ditto"  
[X Link](https://x.com/nikoliasgoninus/status/1979228021874634775) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-17T16:48Z 5796 followers, XXX engagements


"@dissectmarkets Its OpenAI and Nvidia data. Michael Dell shared it earlier"  
[X Link](https://x.com/nikoliasgoninus/status/1977866301948281174) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-13T22:37Z 5730 followers, XXX engagements


"I cant stay quiet on $ROOT any longer. Ive been watching this company for 3-4 months. I deep dived it X mornings ago and here is what I found: XX% TTM revenue growth XX forward PE (on a conservative XX% revenue growth projection) XXXX forward PS Crushed earnings the last X quarters Market cap of $XXX billion This is not financial advice and please do your own research: I believe $ROOT is a $200+ company right now. If I had 50k I would put it in Root but alas we are spent. At the very least it will be a great swing trade. Best case scenario its a 10x+ play. Check into it on your own and see"  
[X Link](https://x.com/nikoliasgoninus/status/1976663063353794733) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-10T14:56Z 5797 followers, 12K engagements


"@ericjackson We might notice some GDP issues pop up when Q4 data comes out. Idk though. It will start impacting military this week"  
[X Link](https://x.com/nikoliasgoninus/status/1977859065343521142) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-13T22:08Z 5739 followers, XXX engagements


"Jim demystifies one of the biggest $IREN bear misconceptions. Its a really simple and easy to understand investment if you dont overthink it too much"  
[X Link](https://x.com/nikoliasgoninus/status/1978282664638427159) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T02:11Z 5796 followers, 6111 engagements


"$DUOL is to education what $HOOD is to personal finance. Change my mind"  
[X Link](https://x.com/nikoliasgoninus/status/1976041058455912861) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-08T21:44Z 5788 followers, 8156 engagements


"$HIMS wont be denied a place in this blow off top rally"  
[X Link](https://x.com/nikoliasgoninus/status/1975598989757059307) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-07T16:27Z 5796 followers, 10.8K engagements


"$HIMS and $AMD are in a fierce battle for the top spot in my portfolio. Both are vicious"  
[X Link](https://x.com/nikoliasgoninus/status/1975559814399812021) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-07T13:52Z 5788 followers, 1746 engagements


"$DUOL has approximately XX% free cash flow margins. These will most likely keep expanding. There are no other $XX billion market cap companies with XX% FCF margins that I am aware of"  
[X Link](https://x.com/nikoliasgoninus/status/1976204921780465673) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-09T08:35Z 5787 followers, 3330 engagements


"My $DUOL thesis is extremely simple: X. Our young people are our most important resource. Duolingo makes learning fun and encourages curiosity from an early age. X. Duolingo expands access to learning resources and further removes friction from becoming a curious person. X. Math. Listen to Naval Ravikant. He sums it up well in this interview"  
[X Link](https://x.com/nikoliasgoninus/status/1977851186930675747) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-13T21:37Z 5796 followers, 2751 engagements


"The algorithm doesnt care about $DUOL but the bulls do Go back to $XXX so I can buy more Duo"  
[X Link](https://x.com/nikoliasgoninus/status/1975953665933680959) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-08T15:57Z 5790 followers, 2625 engagements


"How did I manage to hold $AMD from $XXX down to $XX $PLTR from $XX to $X and $HIMS from $XX to $XX It's simple: The Gospel of Peter Warren and Charlie. Know what you own and embrace volatility"  
[X Link](https://x.com/nikoliasgoninus/status/1977435442820599888) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-12T18:05Z 5796 followers, 75.6K engagements


"Breaking News: $HIMS launches treatments menopause and perimenopause"  
[X Link](https://x.com/nikoliasgoninus/status/1978446337851994175) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T13:02Z 5797 followers, 3760 engagements


"This video is now more relevant than it was X days ago. Investor psychology is in shambles. The market is in shambles. Know what you own. This is especially important for individual stock investors. $AMD $HIMS $DUOL $IREN $TSLA $ETH"  
[X Link](https://x.com/nikoliasgoninus/status/1979179633758097736) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-17T13:36Z 5797 followers, 1910 engagements


"@ericjackson $ETH is the DNA of the AI and Financial superhighway. All sentient life will communicate and transact over the blockchain. Mega bullish Ethereum"  
[X Link](https://x.com/nikoliasgoninus/status/1977750565808386296) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-13T14:57Z 5741 followers, XXX engagements


"Do any $IREN investors know if we have any land and power available in Texas"  
[X Link](https://x.com/nikoliasgoninus/status/1978511440358076660) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T17:21Z 5796 followers, 26.3K engagements


"Probably nothing. Im sure Lisa and the $AMD team dont have MI450 deals in the works with $META and the other hyperscalers"  
[X Link](https://x.com/nikoliasgoninus/status/1978157092989960670) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T17:52Z 5777 followers, XXX engagements


"Here is something to think about for $HIMS that no one talks about: Deferred Revenue. In Q2 they had $XX million in deferred revenue liabilities that will be recognized over the next XX months. They also recognized $XX million in deferred revenue. Q3 through Q1 are always their highest deferred revenue quarters due to seasonality. In Q1 this year they recognized $XX million in deferred revenue and had $XXX million in deferred revenue liability. In Q4 last year they recognized $XX million in deferred revenue and had $XX million in deferred revenue liabilities. In Q3 last year they recognized"  
[X Link](https://x.com/nikoliasgoninus/status/1975023909930938566) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-06T02:22Z 5744 followers, 8622 engagements


"Does anyone else watch Tron and think: Wow $NVDA $PLTR and others are building digital twin grids. I havent seen Tron: Legacy in XX years but that was my first thought rewatching it tonight. Crazy how Hollywood front runs our reality like that"  
[X Link](https://x.com/nikoliasgoninus/status/1977914119689830724) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T01:47Z 5766 followers, XXX engagements


"$TSM crushes analyst revenue and earnings estimates for the most recent quarter. This continues to be a bullish signal for semiconductor stocks like $AMD and $NVDA as TSMC looks to further expand their Arizona presence"  
[X Link](https://x.com/nikoliasgoninus/status/1978772673841754581) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T10:39Z 5799 followers, XXX engagements


"$AMD investors are trimming or selling their entire positions after the run up. They did a deal with OpenAI. Do you think they will not do deals with the Mag X too I believe they will. Lisa was on tv this week saying they have plenty of supply available for other customers despite their massive deal with OpenAI. They want to continue expanding supply further. Which hyper-scaler will do a deal for MI450 next $GOOG $MFST $AAPL $TSLA $AMZN $META My vote is on Amazon and Meta"  
[X Link](https://x.com/nikoliasgoninus/status/1976710289606217737) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-10T18:03Z 5797 followers, 2454 engagements


"$HIMS investors waiting for the latest piece of FUD from Bank of America and the shorts to drop"  
[X Link](https://x.com/nikoliasgoninus/status/1975617941472493987) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-07T17:43Z 5796 followers, 3459 engagements


"One the most challenging things for semiconductor investors who invest in companies like $AMD and $IREN will be keeping an open mind to the outrageous spend and resulting revenue and cash flow that will be generated over the next X years. There will be ups and downs. Your psychology will be tested over and over. Its still early"  
[X Link](https://x.com/nikoliasgoninus/status/1977726111434875339) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-13T13:20Z 5796 followers, 8635 engagements


"Update: since posting this earlier my two highest conviction stocks $AMD and $HIMS are now equal weight in the portfolio after Hims ran up XX% in the late afternoon. AMD - XXXX% Hims & Hers - 37.9%"  
[X Link](https://x.com/nikoliasgoninus/status/1978655073803661776) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T02:51Z 5788 followers, 2664 engagements


"@himshouse I knew it He was biding his time waiting for the earnings call to get closer"  
[X Link](https://x.com/nikoliasgoninus/status/1978564756375019643) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T20:52Z 5796 followers, 1383 engagements


"People legitimately don't understand $IREN. At this price $IREN is extremely cheap IMO. I mapped out TTM revenue and TTM net income for the next X earnings calls based on $X billion $BTC ARR and growing AI revenue. What are you willing to pay for a company growing about 4.8x in the coming earnings report 2.5x in the earnings report after that and 2.6x in the quarter after that I included PE ranges for you in the image based on different net margin levels. Ultimately it is not about being precise. Instead it is all about directionality. I don't know about you but I'd pay a lot more for this"  
[X Link](https://x.com/nikoliasgoninus/status/1972880357822230879) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-09-30T04:25Z 5793 followers, 38.8K engagements


"Breaking $AMD News: Oracle $ORCL is set to deploy an additional 50000 MI450 chips in the second half of 2026. Great news for AMD investors. This pattern will continue"  
[X Link](https://x.com/nikoliasgoninus/status/1978074193355784380) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-14T12:23Z 5775 followers, 3730 engagements


"My feline quant says we may see a big $HIMS move soon due to a Bollinger Band squeeze. Good kitty. 🐈 🐱"  
[X Link](https://x.com/nikoliasgoninus/status/1978531191247577388) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-15T18:39Z 5796 followers, 2233 engagements


"Can everyone stop freaking out about $HIMS Under the 10b5-1 Trading Plan that Andrew has this type of sale is automatic and predetermined"  
[X Link](https://x.com/nikoliasgoninus/status/1978946468363780364) [@nikoliasgoninus](/creator/x/nikoliasgoninus) 2025-10-16T22:09Z 5797 followers, 56.4K engagements