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[@meeijer](/creator/twitter/meeijer)
"3) $CDLR Cadeler Description: $CDLR is a key offshore wind installation company providing specialized vessels and services for building and maintaining renewable energy infrastructure globally. Why should you consider owning $CDLR The company is benefitting from Europe's aggressive green energy transition Its highly specialized fleet is in high demand Strong order backlog Cadeler has first-mover advantage in offshore infrastructure Operates in a high-barrier niche EBITDA margin is expected to be a stunning XX% in FY2025 Huge revenue growth: XXX% YoY My buy score for $CDLR: Valuation: 9.5/10"  
[X Link](https://x.com/meeijer/status/1941595461036671476) [@meeijer](/creator/x/meeijer) 2025-07-05T20:30Z 23.9K followers, 13.1K engagements


"10 stocks that I believe are still extremely undervalued even in this wildly bullish market: 1) $NVO Novo Nordisk $NVO has taken a beating over the past year largely due to rising competition and a slowdown in growth. I initiated a position last week because I believe $NVO is significantly undervalued and well-positioned to reaccelerate its revenue growth in the future"  
[X Link](https://x.com/meeijer/status/1953207685253300677) [@meeijer](/creator/x/meeijer) 2025-08-06T21:32Z 23.9K followers, 177.2K engagements


"@InvestingVisual I prefer $SPOT but it's very close for me between these two companies"  
[X Link](https://x.com/meeijer/status/1975954360199942499) [@meeijer](/creator/x/meeijer) 2025-10-08T16:00Z 23.9K followers, XXX engagements


"@Abel_Invests $CRWD"  
[X Link](https://x.com/meeijer/status/1976952064849973448) [@meeijer](/creator/x/meeijer) 2025-10-11T10:04Z 23.9K followers, XXX engagements


"@DGretta_Author What kind of company is $BZAI"  
[X Link](https://x.com/meeijer/status/1977353405287870484) [@meeijer](/creator/x/meeijer) 2025-10-12T12:39Z 23.9K followers, XXX engagements


"@moninvestor I posted about $BZAI two days ago and wanted to initiate a position this week"  
[X Link](https://x.com/meeijer/status/1978338701718499342) [@meeijer](/creator/x/meeijer) 2025-10-15T05:54Z 23.9K followers, 3247 engagements


"@moninvestor If $BZAI goes down a bit Ill definitely initiate a position"  
[X Link](https://x.com/meeijer/status/1978394513732194423) [@meeijer](/creator/x/meeijer) 2025-10-15T09:36Z 23.9K followers, XXX engagements


"@Mindset4Money_X From this list $NVO"  
[X Link](https://x.com/meeijer/status/1978860577570038255) [@meeijer](/creator/x/meeijer) 2025-10-16T16:28Z 24K followers, 1519 engagements


"@moninvestor I initiated a position in $BZAI today"  
[X Link](https://x.com/meeijer/status/1978869244088496357) [@meeijer](/creator/x/meeijer) 2025-10-16T17:02Z 23.9K followers, 1231 engagements


"@hypergrowth102 What about $BZAI"  
[X Link](https://x.com/meeijer/status/1978884289564463306) [@meeijer](/creator/x/meeijer) 2025-10-16T18:02Z 23.9K followers, 2034 engagements


"@HajduZee Its been less than a week and the stocks down X% with the overnight move. But if youre in $NVO for the long run theres no reason to worry I still see it as a great opportunity for the coming years"  
[X Link](https://x.com/meeijer/status/1979094013257900291) [@meeijer](/creator/x/meeijer) 2025-10-17T07:55Z 23.9K followers, XXX engagements


"@Mindset4Money_X"  
[X Link](https://x.com/meeijer/status/1979102941156937907) [@meeijer](/creator/x/meeijer) 2025-10-17T08:31Z 24K followers, XXX engagements


"@EndicottInvests The Netherlands"  
[X Link](https://x.com/meeijer/status/1979175088936128760) [@meeijer](/creator/x/meeijer) 2025-10-17T13:18Z 24K followers, XXX engagements


"@TheRayMyers I think X is exaggerating his behavior quite a lot"  
[X Link](https://x.com/meeijer/status/1979208554109079983) [@meeijer](/creator/x/meeijer) 2025-10-17T15:31Z 24K followers, XXX engagements


"10-baggers arent just about sector disruption they happen when a company has world-class management with a vision to build something massive. Heres a thread of XX companies that perfectly check both boxes: 1) Hims & Hers $HIMS $HIMS is disrupting the traditional healthcare industry with a DTC model that makes access to treatment faster cheaper and more convenient. Traditionally if you needed a prescription (for example finasteride for hair loss) you had to schedule a doctors appointment weeks in advance go in for a visit and then wait even longer to get your medication. With $HIMS the process"  
[X Link](https://x.com/meeijer/status/1956837198202036260) [@meeijer](/creator/x/meeijer) 2025-08-16T21:55Z 24.2K followers, 352.4K engagements


"Paul Stoffels - Ex CEO $GLPG has formed a group of Investors to acquire the Cell Therapy business from Galapagos- Source De Tijd"  
[X Link](https://x.com/meeijer/status/1974010944280772802) [@meeijer](/creator/x/meeijer) 2025-10-03T07:17Z 24.2K followers, 4047 engagements


"S&P global projects datacenter demand to double over the next X years. Here are XX stocks I believe will benefit greatly from that rise: 1) $NBIS Nebius This has been my largest holdings for more than X months by now and Im still very happy that it is today. $NBIS is a neocloud offering the perfect solution for AI startups like Mistral AI and Simulacra AI. $NBIS essentially offers GPUaaS but with a software layer making it very easy for these companies to develop their own LLMs. Additionally $NBIS target is X GW by the end of 2026. One of the things that Im very content with is that $NBIS has"  
[X Link](https://x.com/meeijer/status/1974922456826589257) [@meeijer](/creator/x/meeijer) 2025-10-05T19:39Z 24.2K followers, 88.2K 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) [@meeijer](/creator/x/meeijer) 2025-10-07T19:58Z 24.2K followers, 154.6K engagements


"JUST IN -- Goldman Sachs raises $NBIS Price Target from $XXX to $XXX 🔥 Goldman said that they "Continue to see favourable risk-reward skew""  
[X Link](https://x.com/meeijer/status/1975821302402261108) [@meeijer](/creator/x/meeijer) 2025-10-08T07:11Z 24.2K followers, 58K engagements


"JUST IN $NVO to acquire Akero Therapeutics. Akero develops best-in-class drugs for fatty liver disease (MASH/NASH). Its lead therapy aims to repair liver damage and improve metabolism strengthening Novo Nordisks position in metabolic health. $NVO still feels like a bargain"  
[X Link](https://x.com/meeijer/status/1976231030144020507) [@meeijer](/creator/x/meeijer) 2025-10-09T10:19Z 24.2K followers, 15.9K engagements


"McKinsey projects datacenter capacity to nearly triple by 2030 here are some stocks I believe will benefit greatly from that growth: $NBIS $WYFI $CIFR $BITF $TSM $ASML $AMD $MU $VRT $GOOGL Which are your favorites"  
[X Link](https://x.com/meeijer/status/1977104371268960378) [@meeijer](/creator/x/meeijer) 2025-10-11T20:09Z 24.2K followers, 131.8K engagements


"$NBIS just released another successful customer story this time with Unum. Unum is a deep-tech pioneer accelerating large-scale biological data processing and AI-driven analytics innovation. $NBIS keeps crushing it"  
[X Link](https://x.com/meeijer/status/1977726201121661095) [@meeijer](/creator/x/meeijer) 2025-10-13T13:20Z 24.2K followers, 34.7K engagements


"@SoJustFollowMe Solid but what about $DLO and $BZAI"  
[X Link](https://x.com/meeijer/status/1977826791512502690) [@meeijer](/creator/x/meeijer) 2025-10-13T20:00Z 24.2K followers, XXX engagements


"I still believe $NVO offers one of the best risk-reward opportunities"  
[X Link](https://x.com/meeijer/status/1978127122448191750) [@meeijer](/creator/x/meeijer) 2025-10-14T15:53Z 24.2K followers, 28.1K engagements


"Here are XX stocks I believe every investor should have on their watchlist: $NBIS The perfect platform for AI startups and companies working with ML and AI $TMDX Revolutionizing the organ transplant industry $NVO One of the leading players in weight loss treatments $WYFI A neocloud/collocation company building datacenters XX% cheaper and twice as fast as the industry average $DLO The Adyen of Latin America $RBRK One of the largest and most innovative cyber resilience companies $MELI The Amazon of Latin America $ITECH A Swedish company developing revolutionary antifouling paint additives for"  
[X Link](https://x.com/meeijer/status/1978203874960826404) [@meeijer](/creator/x/meeijer) 2025-10-14T20:58Z 24.2K followers, 60.4K engagements


"$HIMS IS NOW UP XX% FOR THE DAY🔥"  
[X Link](https://x.com/meeijer/status/1978538002231234828) [@meeijer](/creator/x/meeijer) 2025-10-15T19:06Z 24.2K followers, 9316 engagements


"I initiated a new position today: $BZAI Ill be publishing a deep dive on this name very soon"  
[X Link](https://x.com/meeijer/status/1978859590809690290) [@meeijer](/creator/x/meeijer) 2025-10-16T16:24Z 24.2K followers, 24.1K engagements


"Soon Ill start posting on my Subst*ck and focus on providing even more value to my followers. Ill share portfolio updates valuation models and deep dives into some of my favorite and underfollowed companies. Upcoming articles: Misunderstood Bagger X (Deep Dive) All $NBIS Catalysts What other topics or companies would you like me to cover Heres the link to my Substack:"  
[X Link](https://x.com/meeijer/status/1979281632369553701) [@meeijer](/creator/x/meeijer) 2025-10-17T20:21Z 24.2K followers, 9080 engagements


"@TacticzH Thanks man"  
[X Link](https://x.com/meeijer/status/1980008833431826831) [@meeijer](/creator/x/meeijer) 2025-10-19T20:31Z 24.2K followers, 1062 engagements


"@0815ever I will But just so you know my posts arent meant as financial advice. I do hold a position in $BZAI though I plan to keep it relatively small since its still a riskier investment"  
[X Link](https://x.com/meeijer/status/1980009419153821854) [@meeijer](/creator/x/meeijer) 2025-10-19T20:33Z 24.2K followers, XXX engagements


"@wolfofharcourt $MELI is a great company IMO"  
[X Link](https://x.com/meeijer/status/1980014120796586390) [@meeijer](/creator/x/meeijer) 2025-10-19T20:52Z 24.2K followers, XXX 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) [@meeijer](/creator/x/meeijer) 2025-06-10T20:43Z 24.1K followers, 73.5K engagements


"10 very undervalued stocks at the moment: (This is not in a specific order) 1) $HIMS Hims&Hers 2) $CDLR Cadeler 3) $DLO Dlocal 4) $AMD Advanced Micro Devices 5) $NBIS Nebius 6) $GOOGL Alphabet 7) $AMZN Amazon 8) $OSCR Oscar Health 9) $ASML Asml 10) $NVO Novo Nordisk Which are you buying"  
[X Link](https://x.com/meeijer/status/1933270961715114324) [@meeijer](/creator/x/meeijer) 2025-06-12T21:11Z 24.2K followers, 43K engagements


"5 growth stocks I would buy right now: $HIMS Hims&Hers $NBIS Nebius $DLO Dlocal $CLDR Cadeler $AMD Advanced Micro Devices X quality stocks I would buy right now: $NVO Novo Nordisk $ASML Asml $GOOGL Alphabet $AMZN Amazon $TSM Taiwan Semi Do you agree"  
[X Link](https://x.com/meeijer/status/1933627064651035030) [@meeijer](/creator/x/meeijer) 2025-06-13T20:46Z 24.2K followers, 33.8K engagements


"Companies that I believe will become at least 5-baggers: $DLO Dlocal $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices $ASTS AST Spacemobile $SOFI Sofi tech Do you agree"  
[X Link](https://x.com/meeijer/status/1935438719588163948) [@meeijer](/creator/x/meeijer) 2025-06-18T20:45Z 24.2K followers, 35.6K engagements


"5 stocks I would buy right now: $AMD Advanced Micro Devices $CDLR Cadeler $DLO Dlocal $OSCR Oscar Health $HIMS Hims&Hers X stocks I would avoid right now: $AAPL Apple $CRWD Crowdstrike $PLTR Palantir $GME Gamestop $CRCL Circle Internet Do you agree"  
[X Link](https://x.com/meeijer/status/1936163323143217424) [@meeijer](/creator/x/meeijer) 2025-06-20T20:44Z 24.2K followers, 23.1K engagements


"My ratings on these stocks: Strong buy: $GOOGL Alphabet $DLO Dlocal $CDLR Cadeler $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices Buy: $ASML Asml $AMZN Amazon $TMDX Transmedics $SOFI Sofi tech $ASTS AST Spacemobile $UBER Uber tech Hold: $MSFT Microsoft $CRWD Crowdstrike $AAPL Apple $PLTR Palantir Agree"  
[X Link](https://x.com/meeijer/status/1937979251611078782) [@meeijer](/creator/x/meeijer) 2025-06-25T21:00Z 24.2K followers, 47.7K engagements


"Stocks which I believe will at least double over the next X years: $HIMS Hims&Hers $AMD Advanced Micro Devices $NBIS Nebius $GOOGL Alphabet $CDLR Cadeler $DLO Dlocal Agree"  
[X Link](https://x.com/meeijer/status/1939425621802627277) [@meeijer](/creator/x/meeijer) 2025-06-29T20:47Z 24.2K followers, 62.4K 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) [@meeijer](/creator/x/meeijer) 2025-07-04T20:53Z 24.2K followers, 21.6K engagements


"4) $DLO Dlocal Description: $DLO enables cross-border payments for global merchants in emerging markets providing a single platform for payment processing and local currency transactions. Why should you consider owning $DLO Serves major global clients like Amazon Netflix and Uber Profitable with high gross and EBITDA margins Underpenetrated markets in LatAm Asia and Africa = huge TAM Light asset model allows rapid international expansion CEO has XX years of experience as $MELIs CFO Still early in its growth curve A pure play on emerging market fintech infrastructure My buy score for $DLO:"  
[X Link](https://x.com/meeijer/status/1941595468867436995) [@meeijer](/creator/x/meeijer) 2025-07-05T20:30Z 24.2K followers, 12.2K engagements


"My long term (5-year) price targets🎯: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $AMZN Amazon : $XXX $TMDX Transmedics : $XXX $DLO Dlocal : $XX $OSCR Oscar : $XX $ASML Asml : 1300 $AMD Advanced Micro Devices : $XXX Agree"  
[X Link](https://x.com/meeijer/status/1947024676275831240) [@meeijer](/creator/x/meeijer) 2025-07-20T20:03Z 24.2K followers, 66.6K engagements


"$NET (Cloudfare) $SHOP (Shopify) and $PRX (Prosus) were all $NBIS customers in Q2. Huge"  
[X Link](https://x.com/meeijer/status/1953414920579469357) [@meeijer](/creator/x/meeijer) 2025-08-07T11:16Z 24.2K followers, 3706 engagements


"What are your top investment ideas Im thinking of writing a thread about a company and potentially starting a new position"  
[X Link](https://x.com/meeijer/status/1957131804705443946) [@meeijer](/creator/x/meeijer) 2025-08-17T17:25Z 24.2K followers, 11.6K engagements


"Stocks that I believe could become 5-baggers: $NBIS Nebius $AMD Advanced Micro Devices $HIMS Hims&Hers $ITECH I-Tech $TMDX Transmedics $DLO Dlocal Agree"  
[X Link](https://x.com/meeijer/status/1958261083703062543) [@meeijer](/creator/x/meeijer) 2025-08-20T20:13Z 24.2K followers, 51.4K engagements


"13) $HIMS Hims&Hers Size: Large cap: ($10.1B) $HIMS is truly something special. I believe it has a long runway for strong growth and expansion. With its current management team I think $HIMS has the potential to become a globally recognized business"  
[X Link](https://x.com/meeijer/status/1959715291099017317) [@meeijer](/creator/x/meeijer) 2025-08-24T20:31Z 24.2K followers, 17.4K engagements


"14) $DLO Dlocal Size: Mid cap ($4.3B) $DLO is my favorite play from emerging markets. Its an asset-light business growing at an outstanding pace together with arguably the best possible CEO for this company. $DLO essentially disrupts the payment processing sector in Latin America Asia and Africa regions underserved by global payment networks. Dlocal addresses this gap by offering a payment solution platform containing 900+ local payment methods enabling global merchants to accept and send payments seamlessly across emerging markets"  
[X Link](https://x.com/meeijer/status/1959715302507532727) [@meeijer](/creator/x/meeijer) 2025-08-24T20:31Z 24.2K followers, 18.1K 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) [@meeijer](/creator/x/meeijer) 2025-09-09T11:44Z 24.2K followers, 16.1K engagements


"My favorite stocks in each sector: Cloud/AI Cloud: $GOOGL $AMZN $NBIS Medtech/pharma: $TMDX $NVO $HROW $LLY Other healthcare/insurance: $HIMS $UNH $OSCR Fintech: $DLO $ADYEN $DAVE Energy: $CDLR Shipping: $ITECH Software/marketing/cybersec: $SHOP $GTLB $ZETA $ADBE $RBRK Semiconductors/Semi. Equipment: $ASML $TSM $AMD $MU Which stocks would you add"  
[X Link](https://x.com/meeijer/status/1966958183240638918) [@meeijer](/creator/x/meeijer) 2025-09-13T20:12Z 24.2K followers, 39.4K engagements


"@YodaStockInvest Nice list Id add a few more: $DLO: dLocal $SE: Sea"  
[X Link](https://x.com/meeijer/status/1969863583849738596) [@meeijer](/creator/x/meeijer) 2025-09-21T20:37Z 24.2K followers, XXX engagements


"@modernfimentor You mean Clickhouse"  
[X Link](https://x.com/meeijer/status/1976377120999014858) [@meeijer](/creator/x/meeijer) 2025-10-09T19:59Z 24.2K followers, XXX engagements


"@modernfimentor No worries. I agree with you the Clickhouse investment will be very favourable for $NBIS"  
[X Link](https://x.com/meeijer/status/1976378576103670000) [@meeijer](/creator/x/meeijer) 2025-10-09T20:05Z 24.2K followers, XXX engagements


"@brockiwelt Whats $NIQ"  
[X Link](https://x.com/meeijer/status/1976510516647645312) [@meeijer](/creator/x/meeijer) 2025-10-10T04:50Z 24.2K followers, XX engagements


"@babyfolio I wouldnt mind either. Id be annoyed if $NBIS sold Clickhouse now but long term Im fine with them selling all subsidiaries"  
[X Link](https://x.com/meeijer/status/1977401571819311543) [@meeijer](/creator/x/meeijer) 2025-10-12T15:50Z 24.2K followers, XXX engagements


"@TacticzH Ill publish a deep dive on $BZAI very soon"  
[X Link](https://x.com/meeijer/status/1977827204143923334) [@meeijer](/creator/x/meeijer) 2025-10-13T20:02Z 24.2K followers, 1672 engagements


"@LiebermanAustin $MELI is a great company"  
[X Link](https://x.com/meeijer/status/1977959009715179849) [@meeijer](/creator/x/meeijer) 2025-10-14T04:45Z 24.2K followers, XXX engagements


"@AlvaroMysterio I'd recommend looking into $BZAI"  
[X Link](https://x.com/meeijer/status/1978909712713208224) [@meeijer](/creator/x/meeijer) 2025-10-16T19:43Z 24.2K followers, XXX engagements


"@danielnewmanUV Who are you rooting for"  
[X Link](https://x.com/meeijer/status/1979426175677034934) [@meeijer](/creator/x/meeijer) 2025-10-18T05:55Z 24.2K followers, XXX engagements


"$HIMS had quite the overreaction yesterday: On Wednesday the company announced that Hers had started offering medicine for menopause. The stock price skyrocketed reaching $XX with the CEO even reposting a comment saying Let the short squeeze begin. The next day the stock stumbled and fell 8%. Later it was reported that Andrew had sold some pre-planned shares which led to an additional XX% decline yesterday. Heres my take: Andrew selling a small portion of his holdings isnt bad news it represents less than X% of his position. However tweeting about a short squeeze right before selling wasnt"  
[X Link](https://x.com/meeijer/status/1979496413982515307) [@meeijer](/creator/x/meeijer) 2025-10-18T10:34Z 24.2K followers, 17.2K engagements


"@TacticzH $NVO = Extremely undervalued. Have a great weekend yourself Tacticz NFA"  
[X Link](https://x.com/meeijer/status/1979538504054161905) [@meeijer](/creator/x/meeijer) 2025-10-18T13:22Z 24.2K followers, 1230 engagements


"5) $ALVO Alvotech Description: $ALVO develops and manufactures biosimilar medicines aiming to make high-quality biologic therapies more affordable and accessible globally Why should you consider owning $ALVO Alvotech is focused entirely on developing biosimilar medicines It makes affordable versions of expensive biologic drugs Massive revenue growth: product revenues increased XXX% YoY Huge global demand as healthcare systems seek cost savings Launches three biosimilars this year Strategic partnerships with Teva and others accelerate market entry Margin expansion expected as scale improves"  
[X Link](https://x.com/meeijer/status/1941595479831109710) [@meeijer](/creator/x/meeijer) 2025-07-05T20:30Z 24.2K followers, 11.4K 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"  
[X Link](https://x.com/meeijer/status/1959715334560379380) [@meeijer](/creator/x/meeijer) 2025-08-24T20:32Z 24.2K followers, 18.5K engagements


"An investment thesis on $WYFI: Comparable to $NBIS but profitable and more attractively valued. This is the first part of my series Misunderstood Baggers"  
[X Link](https://x.com/meeijer/status/1969850982386254020) [@meeijer](/creator/x/meeijer) 2025-09-21T19:47Z 24.2K followers, 203.1K engagements


"Which stock do you think offers the best risk-reward opportunity $NBIS at $XXX $AMD at $XXX $TMDX at $XXX $HIMS at $XX $IONQ at $XX $NVDA at $XXX $OSCR at $XX $ASTS at $XX $DLO at $XX $WYFI at $32"  
[X Link](https://x.com/meeijer/status/1973483825092001816) [@meeijer](/creator/x/meeijer) 2025-10-01T20:23Z 24.2K followers, 71.5K engagements


"Potential $NBIS catalysts over the next XX months: Announcement of greenfield sites ARR raise for FY2025 ARR guidance for FY2026 Potential hyperscaler partnership Expanded analyst coverage Increased institutional ownership Clickhouse valuation raise Q3 earnings Avride Toloka or Tripleten equity raise with valuation insight More clarity on Israel datacenter Potential index inclusion If just a couple of these play out $NBIS could easily trade above $150"  
[X Link](https://x.com/meeijer/status/1973819294837326142) [@meeijer](/creator/x/meeijer) 2025-10-02T18:36Z 24.2K followers, 65.4K 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) [@meeijer](/creator/x/meeijer) 2025-10-04T19:59Z 24.2K followers, 17.8K engagements


"9) $VRT Vertiv While most investors focus on GPU manufacturers or cloud providers the infrastructure layer that actually keeps datacenters running (power cooling and management) is often overlooked. Thats where Vertiv shines. As AI-driven datacenters rapidly expand energy density and heat generation are skyrocketing creating enormous demand for liquid cooling power distribution and energy management systems. $VRT is one of the few companies positioned to deliver all of those at scale. AI workloads consume five to ten times more power per rack than traditional cloud computing forcing"  
[X Link](https://x.com/meeijer/status/1974922525671882982) [@meeijer](/creator/x/meeijer) 2025-10-05T19:39Z 24.2K followers, 7308 engagements


"10) $EOSE Eos Energy Enterprises As datacenter power demand surges one of the biggest bottlenecks becomes how to reliably store energy at scale. Eos is building a massive commercial project pipeline; currently estimated at $XX billion/77 GWh. Because energy storage is already becoming a core piece of datacenters Eos is positioning itself as a key infrastructure provider. If it can convert a meaningful portion of that pipeline into contracts and execution $EOSE stands to benefit significantly from the next wave of AI/datacenter expansion"  
[X Link](https://x.com/meeijer/status/1974922533464932639) [@meeijer](/creator/x/meeijer) 2025-10-05T19:39Z 24.2K followers, 8965 engagements


"Which stock do you think offers the best risk-reward opportunity right now $NBIS at $XXX $ASTS at $XX $RBRK at $XX $HROW at $XX $TMDX at $XXX $HIMS at $XX $AMD at $XXX $ASML at $XXX $NVO at $XX $UNH at $XXX $CIFR at $18"  
[X Link](https://x.com/meeijer/status/1976016472909422847) [@meeijer](/creator/x/meeijer) 2025-10-08T20:06Z 24.2K followers, 110.9K engagements


"@bluecollardivvy $NVO is my favorite broken stock"  
[X Link](https://x.com/meeijer/status/1976535221508923711) [@meeijer](/creator/x/meeijer) 2025-10-10T06:28Z 24.2K followers, XXX engagements


"Reminder that ClickHouse is used by Tesla Uber Cloudflare Meta Netflix Anthropic and Mercado Libre. Clickhouse is one of the fastest-growing data infrastructure platforms out there. $NBIS holds a XX% stake"  
[X Link](https://x.com/meeijer/status/1976747363529081186) [@meeijer](/creator/x/meeijer) 2025-10-10T20:31Z 24.2K followers, 43.7K engagements


"@TacticzH $RBRK $HROW $WYFI"  
[X Link](https://x.com/meeijer/status/1976905460923219984) [@meeijer](/creator/x/meeijer) 2025-10-11T06:59Z 24.2K followers, 1580 engagements


"When a stock is broken but the business isnt youve been given a great opportunity. $NVO"  
[X Link](https://x.com/meeijer/status/1977040109875667379) [@meeijer](/creator/x/meeijer) 2025-10-11T15:54Z 24.2K followers, 138.5K engagements


"@TheBrilliantBu1 What percentage of your portfolio is in $NVO"  
[X Link](https://x.com/meeijer/status/1977042155928797314) [@meeijer](/creator/x/meeijer) 2025-10-11T16:02Z 24.2K followers, 2793 engagements


"@MMatters22596 $TMDX $DLO $HROW"  
[X Link](https://x.com/meeijer/status/1977097223734493687) [@meeijer](/creator/x/meeijer) 2025-10-11T19:41Z 24.2K followers, 1470 engagements


"" $NBIS has no funding options " My response:"  
[X Link](https://x.com/meeijer/status/1977394003021644166) [@meeijer](/creator/x/meeijer) 2025-10-12T15:20Z 24.2K followers, 76.5K engagements


"Right now I'd choose: $NBIS over $CRWV $NVO over $LLY $GOOGL over $META $BZAI over $VLN $DLO over $ADYEN"  
[X Link](https://x.com/meeijer/status/1977825603278581965) [@meeijer](/creator/x/meeijer) 2025-10-13T19:55Z 24.2K followers, 22.1K engagements


"@IronmnVlgIdiot @TacticzH Cant do X its too tough. Here are a few: $TMDX $DLO $NVO and the company which Im writing a deep dive about 😁 NFA"  
[X Link](https://x.com/meeijer/status/1978206588620972097) [@meeijer](/creator/x/meeijer) 2025-10-14T21:09Z 24.2K followers, XXX engagements


"JUST IN $NVO is buying the rights to Omeros MASP-3 inhibitor program including zaltenibart. Zaltenibart has best-in-class potential across multiple rare blood and kidney disorders and will enhance Novo Nordisks rare disease portfolio significantly. $NVO still feels incredibly undervalued"  
[X Link](https://x.com/meeijer/status/1978443340744966628) [@meeijer](/creator/x/meeijer) 2025-10-15T12:50Z 24.2K followers, 14.7K engagements


"$HIMS just officially launched menopause 🔥"  
[X Link](https://x.com/meeijer/status/1978445966932857174) [@meeijer](/creator/x/meeijer) 2025-10-15T13:00Z 24.2K followers, 9290 engagements


"BREAKING: $HIMS just said its Hers brand is on track to surpass $1B in annual revenue by 2026"  
[X Link](https://x.com/meeijer/status/1978447166805770330) [@meeijer](/creator/x/meeijer) 2025-10-15T13:05Z 24.2K followers, 44.6K engagements


"@babyfolio $WYFI should be on this list 😁"  
[X Link](https://x.com/meeijer/status/1979583080991236605) [@meeijer](/creator/x/meeijer) 2025-10-18T16:19Z 24.2K followers, XXX engagements


"I just published a deep dive on $BZAI. Im still genuinely perplexed by how few people are following this stock; its a revolutionary company with massive potential. If you dont have Substack no worries Ill also post my full thesis here in the coming days. But if youd like to read it already you can check it out using the link below"  
[X Link](https://x.com/meeijer/status/1979640084648648765) [@meeijer](/creator/x/meeijer) 2025-10-18T20:05Z 24.2K followers, 27.5K engagements


"Here are XX of my favorite stocks set to benefit greatly from the AI boom: X. $NBIS: Powering next-generation AI through GPUaaS and Nebius AI studio recently securing a $XX billion deal with Microsoft. X. $AVGO: Powering the AI revolution with advanced networking custom silicon and hyperscale data infrastructure leadership. X. $CIFR: Transforming into an AI data-center giant with a XXX GW pipeline. X. $ASML: The indispensable enabler of every AI chip without ASML AI halts. X. $TSM: Core of global AI manufacturing; every AI company relies on TSMCs fabs. X. $GOOGL: AI-first powerhouse scaling"  
[X Link](https://x.com/meeijer/status/1979854679497392145) [@meeijer](/creator/x/meeijer) 2025-10-19T10:18Z 24.2K followers, 142.2K engagements


"@JackMenshaw The list wasnt arranged in any specific order; you know Id never put $BITF above $WYFI :)"  
[X Link](https://x.com/meeijer/status/1979932433060393253) [@meeijer](/creator/x/meeijer) 2025-10-19T15:27Z 24.2K followers, 2273 engagements


"@InvestingVisual Alongside $ASML $TSM has one of the biggest moats out there"  
[X Link](https://x.com/meeijer/status/1980286071918456858) [@meeijer](/creator/x/meeijer) 2025-10-20T14:52Z 24.2K followers, XXX engagements


"How researching $NBIS for the first time felt:"  
[X Link](https://x.com/meeijer/status/1980005581290176670) [@meeijer](/creator/x/meeijer) 2025-10-19T20:18Z 24.2K followers, 23K engagements


"JUST IN $HIMS has invested in Grail a healthcare company whose mission is to detect cancer early when it can be cured. $HIMS continues to enlarge its footprint in healthcare"  
[X Link](https://x.com/meeijer/status/1980305508809814353) [@meeijer](/creator/x/meeijer) 2025-10-20T16:10Z 24.2K followers, 3218 engagements