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[@meeijer](/creator/twitter/meeijer)
"9) $SOFI Sofi (Sofi plus) 5-year revenue CAGR: XX% $SOFI is a digital personal finance company offering lending investing banking and financial planning services to help members achieve financial independence. I really like SoFis one-stop shop model. Its integrated platform allows members to handle all their financial needs from borrowing to saving spending and investing within a single app. SoFi's full suite of products and superior value proposition within its one-stop shop empower members to better manage their finances building trust and encouraging cross-product adoption. This strong"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307747189862701) 2025-07-18 20:35:02 UTC 15.2K followers, 4655 engagements


"@TacticzH Im buying $ASML atm. Such an obvious buy imo amazing moat solid growth and great margins"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947578983505117655) 2025-07-22 08:46:28 UTC 15.1K followers, 1648 engagements


"7) $DLO Dlocal Base case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $88.6B Take rate FY2028: XXX% Revenue FY2028: 2.21B Net margin FY2028: XX% Net income FY2028: 465M Multiple: XX 2028 Market cap: 9.3B Share price: 9300000000/300000000 = $XXXXX Upside: XXX% Bear case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $79.1B Take rate FY2028: XXXX% Revenue FY2028: 1.78B Net margin FY2028: XX% Net income FY2028: 320M Multiple: XX 2028 Market cap: 5.13B Share price: 5130000000/300000000 = $XXXXX Upside: XX% Bull case: TPV CAGR through 2028: XX% Expected TPV"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779903062892762) 2025-07-11 21:10:17 UTC 15.2K followers, 5579 engagements


"7) $SHOP Revenue has nearly 500xd over the past XX years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395267075899461) 2025-07-21 20:36:27 UTC 15.2K followers, 1631 engagements


"My X year Price Targets🎯 for these stocks: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $ASML Asml : $1500 $TMDX Transmedics : $XXX $OSCR Oscar Health : $XX $AMD Advanced Micro Devices : $XXX $DLO Dlocal : $XX Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1936536518597701930) 2025-06-21 21:27:39 UTC 15.1K followers, 101.4K engagements


"$HIMS has never missed revenue estimates What a company"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948029201266991118) 2025-07-23 14:35:28 UTC 15.2K followers, 34.6K 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"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1936163323143217424) 2025-06-20 20:44:43 UTC 15.2K followers, 22.9K engagements


"@MMoney642 $HIMS and $CDLR are my favorites"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943029698323218588) 2025-07-09 19:29:14 UTC 15.2K followers, 1693 engagements


"@InvestingVisual I agree with you $DLO can easily defend their turf if they execute well (Which I believe they will). Also $DLO is very undervalued imo"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947286389357162743) 2025-07-21 13:23:48 UTC 15.1K followers, XXX engagements


"@TacticzH I agree with everything except for. $HIMS haha"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947157713005273246) 2025-07-21 04:52:29 UTC 15.1K followers, XXX engagements


"Which stock do you think is the best risk/reward play in the market right now"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947632193637126373) 2025-07-22 12:17:54 UTC 15.2K followers, 16.7K engagements


"@danielisdizzy $NBIS and $HIMS are my favorites from this list"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946837766613971230) 2025-07-20 07:41:08 UTC 15.2K followers, 1249 engagements


"3) $CDLR Cadeler Description: $CDLR is a key offshore wind installation company providing specialized vessels and services for building and maintaining renewable energy infrastructure globally. Why should you consider owning $CDLR The company is benefitting from Europe's aggressive green energy transition Its highly specialized fleet is in high demand Strong order backlog Cadeler has first-mover advantage in offshore infrastructure Operates in a high-barrier niche EBITDA margin is expected to be a stunning XX% in FY2025 Huge revenue growth: XXX% YoY My buy score for $CDLR: Valuation: 9.5/10"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595461036671476) 2025-07-05 20:30:05 UTC 15.2K followers, 12.8K engagements


"@MMoney642 Search is far from dying I LOVE $GOOGL"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948271597321625783) 2025-07-24 06:38:40 UTC 15.2K followers, XXX engagements


"@The_AI_Investor $PLTR is ridiculously overvalued"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947734847142957390) 2025-07-22 19:05:49 UTC 15.1K followers, XXX engagements


"@YodaStockInvest Your pick is XXX% $AMD My pick is $HIMS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946194985927278801) 2025-07-18 13:06:57 UTC 15.1K followers, XXX engagements


"100 of my best stock picks (ideas for you) : X. $HIMS Hims & Hers Extremely fast growing telehealth company X. $TMDX Transmedics New form of organ transplants revolutionary X. $CELH Celsius Fast-growing energy drink company expanding globally X. $ABNB Airbnb Global leader in short-term vacation rentals X. $PYPL Paypal Digital payments giant with Venmo and global reach X. $SOFI SoFi Technologies Fintech leader offering banking lending and investing X. $SHOP Shopify Top e-commerce platform for small and large businesses X. $NVDA NVIDIA Leader in AI gaming and data center GPUs X. $CRWD"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1868659378464637090) 2024-12-16 14:08:08 UTC 15.2K followers, 8221 engagements


"5) $CDLR Cadeler 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $CDLR is a danish offshore wind contractor operating advanced jack-up vessels specializing in turbine installation maintenance and decommissioning for large-scale renewable energy projects worldwide. In my opinion $CDLR is ridiculously cheap trading at a forward EV/EBITDA of around X. While sector sentiment is currently terrible $CDLR is absolutely a name that deserves a spot on everyones watchlist"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231664327651760) 2025-07-15 21:19:04 UTC 15.2K followers, 5734 engagements


"@StockMKTNewz $GOOGL deserves a significantly higher valuation imo"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948298506285838358) 2025-07-24 08:25:36 UTC 15.2K followers, XXX engagements


"10) $GTLB Gitlab 5-year revenue CAGR: XX% $GTLB offers a comprehensive platform for software development integrating planning building securing and deploying software seamlessly across various What makes $GTLB stand out is its single comprehensive platform. It covers the entire DevSecOps lifecycle from planning to deployment eliminating the need for multiple disparate tools"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307756207579321) 2025-07-18 20:35:04 UTC 15.2K followers, 6411 engagements


"@NighthawkTradez Indeed With a bit of luck at the end of this year $HIMS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948351634104590472) 2025-07-24 11:56:42 UTC 15.2K followers, XXX engagements


"2) $HIMS Hims&Hers 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $HIMS is a telehealth company offering personalized wellness products including hair loss skincare and mental health treatments with a strong focus on affordable direct-to-consumer care. I believe $HIMS has an exceptional management team with the ability to execute over the next 5-10 years. If they deliver $HIMS has the potential to become a 10-bagger"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231634837725416) 2025-07-15 21:18:57 UTC 15.2K followers, 5754 engagements


"9) $AMDs data center revenue has grown at a CAGR of XX% over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395283941519401) 2025-07-21 20:36:31 UTC 15.2K followers, 2630 engagements


"$HIMS does NOT want to close below $XX 🤣"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947718175849656347) 2025-07-22 17:59:34 UTC 15.2K followers, 8834 engagements


"$NBIS has 5xd its revenue over the past year and is expected to 5x their revenue over the next year. What a company"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946573256116330686) 2025-07-19 14:10:04 UTC 15.2K followers, 29.2K engagements


"My favorite stocks in each of these sectors: Healthcare: $HIMS Hims&Hers $TMDX Transmedics $DCTH Delcath Semiconductors (-equipment): $AMD Advanced Micro Devices $LRCX Lam Research $ASML ASML $TSM Taiwan semi $NVDA Nvidia Space economy: $ASTS AST Spacemobile $RKLB Rocket lab Cloud: $NBIS Nebius $AMZN Amazon (AWS) $GOOGL Alphabet (GCP) Renewable energy: $CDLR Cadeler $ENPH Enphase energy $FSLR First Solar Fintech: $SOFI Sofi tech $DLO Dlocal $ADYEN.AS Adyen Biotech: $ALVO Alvotech What stocks would you add"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1940512923660489182) 2025-07-02 20:48:28 UTC 15.2K followers, 29.7K engagements


"$NBIS had XX MW of data center capacity last year. Its projected to exceed X GW next year. Thats some stellar growth"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948416096790282502) 2025-07-24 16:12:51 UTC 15.2K followers, 13.8K engagements


"During this volatile market there are still some amazing deals: $NBIS under $XX $HIMS under $XX $GOOGL under $XXX $NVO under $XX $SOFI under $XX $OSCR under $XX $ASTS under $XX $DLO under $XX $CDLR under $XX Which are you buying"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1930732274045136963) 2025-06-05 21:03:40 UTC 15.2K followers, 42.4K engagements


"If I were to build a $100K portfolio today heres how Id do it: $HIMS $15K $NBIS $15K $CDLR $10K $GOOGL $10K $AMZN $10K $AMD $10K $DLO $10K $TMDX $10K $ASML $10K How would your $100K portfolio look like"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944493442106798426) 2025-07-13 20:25:38 UTC 15.2K followers, 29.7K engagements


"Stocks I expect to at least double over the next X years: $NBIS $ITECH $HIMS $GOOGL $ASML $TMDX $DLO $AMD $CDLR Agree Which stocks would you add"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948844996641091695) 2025-07-25 20:37:09 UTC 15.2K followers, 15.6K engagements


"When you see a chart like this you know the company is something special. $HIMS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945582429466513550) 2025-07-16 20:32:53 UTC 15.1K followers, 23.9K engagements


"@InveStudentt XX% is a bit too much imo but theyre definitely trading at a discount"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946996068941726019) 2025-07-20 18:10:10 UTC 15.1K followers, XXX engagements


"@QualityInvest5 I agree $GOOGL is significantly undervalued here. I believe $GOOGL should be trading around $XXX but Im not buying"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947649051714789839) 2025-07-22 13:24:54 UTC 15.1K followers, XXX engagements


"5 growth stocks I would buy right now: $HIMS Hims&Hers $NBIS Nebius $DLO Dlocal $CLDR Cadeler $AMD Advanced Micro Devices X quality stocks I would buy right now: $NVO Novo Nordisk $ASML Asml $GOOGL Alphabet $AMZN Amazon $TSM Taiwan Semi Do you agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1933627064651035030) 2025-06-13 20:46:31 UTC 15.2K followers, 33.4K engagements


"3) $DUOL Duolingo 5-year revenue CAGR: XX% $DUOL is a popular language-learning application that uses game-like features and AI to deliver personalized easy-to-follow lessons to users worldwide. What makes $DUOL stand out is its highly effective gamified approach to language learning. This strategy makes the process addictive engaging and accessible to millions through bite-sized lessons and a fun competitive environment. In my opinion $DUOL is one of the strongest businesses in the world"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307694723305582) 2025-07-18 20:34:49 UTC 15.2K followers, 6321 engagements


"@danielisdizzy I fully agree with the first three stocks"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948956563764371875) 2025-07-26 04:00:29 UTC 15.2K followers, XXX engagements


"10 non-us growth machines every investor should have on their radar: 1) $NBIS Nebius Description: $NBIS is a cloud computing platform offering AI infrastructure and development tools for enterprises and researchers. Why should you consider owning $NBIS Perfectly positioned to benefit from AI-boom Founder-led Amazing revenue growth: XXX% YoY Rapid international expansion is underway $NVDA has a XX% stake Owns X subsidiaries with each having huge potential: Toloka: Data processing and annonation: XXX% YoY revenue growth Tripleten: Edtech: XXX% YoY revenue growth Avride: Autonomous vehicles and"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595443982729327) 2025-07-05 20:30:01 UTC 15.2K followers, 180.8K engagements


"$NBIS: Founder-led $3B cash Partnership with $NVDA ($NVDA is a stakeholder too) X subsidiaries with each having huge potential: Toloka: data processing Tripleten: edtech Avride: Autonomous vehicles and delivery robots Expanding data center capacity at a rapid pace Owns Europes fastest commercially availabe supercomputer Expected to have positive adjusted EBITDA in H2 2025 Owns a XX% stake in ClickHouse (which is valued at $6B)"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948829803387249058) 2025-07-25 19:36:47 UTC 15.2K followers, XXX engagements


"My long term (5-year) price targets🎯: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $AMZN Amazon : $XXX $TMDX Transmedics : $XXX $DLO Dlocal : $XX $OSCR Oscar : $XX $ASML Asml : 1300 $AMD Advanced Micro Devices : $XXX Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947024676275831240) 2025-07-20 20:03:51 UTC 15.2K followers, 62.9K engagements


"@MMoney642 Amazing thread $HIMS $CDLR and $TMDX are my favorites from this list imo but there are a lot of other great companies here"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947388805763502306) 2025-07-21 20:10:46 UTC 15.2K followers, 3342 engagements


"6) $DDOG Datadog 5-year revenue CAGR: XX% $DDOG provides a monitoring and analytics platform for cloud-scale applications servers and databases enhancing observability for developers and operations teams. What makes the platform stand out is its ability to unify and correlate an incredibly diverse set of telemetry data (metrics logs and traces) from across complex distributed cloud environments into a single intuitive platform"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307720409436236) 2025-07-18 20:34:55 UTC 15.2K followers, 5414 engagements


"My 3-year bear base and bull case for these XX stocks assuming no further dilution or buybacks are issued (A thread 🧵): 1) $HIMS Hims&Hers Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $5.16B EBITDA margin FY2028: XX% EBITDA FY2028: 1.135B Multiple: XX 2028 Market cap: 24.98B Share price: 24980000000/222000000 = $XXXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $4.58B EBITDA margin FY2028: XX% EBITDA FY2028: 916M Multiple: XX 2028 Market cap: 18.32B Share price: 18320000000/222000000 ="  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779881277624596) 2025-07-11 21:10:12 UTC 15.2K followers, 68.6K engagements


"@TacticzH Great thread From this list I own $HIMS $AMD and $DLO. But Im watching $TSM and $ADYEN closely"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946932682253844560) 2025-07-20 13:58:18 UTC 15.2K followers, 2055 engagements


"Stocks which I believe will at least double over the next X years: $HIMS Hims&Hers $AMD Advanced Micro Devices $NBIS Nebius $GOOGL Alphabet $CDLR Cadeler $DLO Dlocal Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1939425621802627277) 2025-06-29 20:47:55 UTC 15.2K followers, 62.1K engagements


"2) $TMDX has nearly 10xd its revenue over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395224260776037) 2025-07-21 20:36:16 UTC 15.2K followers, 4008 engagements


"8) $OSCR Oscar Health Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $11.25B Revenue FY2028: $17.1B Operating margin FY2028: X% Operating income FY2028: 855M Multiple: XX 2028 Market cap: 8.55B Share price: 8550000000/250000000 = $XXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $11.25B Revenue FY2028: $16.23B Operating margin FY2028: X% Operating income FY2028: 649M Multiple: X 2028 Market cap: 5.19B Share price: 5190000000/250000000 = $XXXXX Upside: XX% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $11.25B Revenue"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779906522919023) 2025-07-11 21:10:18 UTC 15.2K followers, 5584 engagements


"@SimeonResearch_ I'm starting to like $ITECH more and more"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945559731776500188) 2025-07-16 19:02:41 UTC 15.1K followers, XXX engagements


"5) $CDLR Cadeler Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $608M Revenue FY2028: $1.5B EBITDA margin FY2028: XX% EBITDA FY2028: 750M Multiple: XX 2028 Market cap: 7.5B Share price: 7500000000/87719000 = $XXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $608M Revenue FY2028: $1.34B EBITDA margin FY2028: XX% EBITDA FY2028: 536M Multiple: X 2028 Market cap: 4.288B Share price: 4288000000/87719000 = $XXXXX Upside: XXX% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $608M Revenue FY2028: $1.668B EBITDA margin FY2028:"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779896204890379) 2025-07-11 21:10:15 UTC 15.1K followers, 5697 engagements


"Stocks that I believe will at least become 5-baggers: $AMD Advanced Micro Devices $HIMS Hims&Hers $DLO Dlocal $NBIS Nebius Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944861073812938772) 2025-07-14 20:46:28 UTC 15.2K followers, 20.1K engagements


"Which of these companies do you think is the best buy at the moment $GOOGL $XXXXXX $HIMS $XXXXX $TMDX $XXXXXX $OSCR $XXXXX $ITECH $XXXXXX $DLO $XXXXX $NBIS $XXXXX $ASTS $XXXXX $CDLR $20.91"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946661265599857022) 2025-07-19 19:59:47 UTC 15.2K followers, 88.3K engagements


"@SimeonResearch_ Im currently researching $ITECH - looks very interesting Also excited to see that $ILYDA thesis"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944043863313658038) 2025-07-12 14:39:10 UTC 15.1K followers, XXX engagements


"@NighthawkTradez 2) $HIMS has @AndrewDudum 3) $HIMS has Dheerja 4) $HIMS has Mo 5) $HIMS has Nader"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948050696005382317) 2025-07-23 16:00:53 UTC 15.2K followers, XXX engagements


"My XX favorite founder-led companies: $HIMS Hims&Hers $NBIS Nebius $TMDX Transmedics $LFMD LifeMD $ALVO Alvotech $ASTS AST Spacemobile $ADYEN.AS Adyen $SHOP Shopify $HOOD Robinhood $MELI Mercado Libre What stocks would you add"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941966470667198764) 2025-07-06 21:04:21 UTC 15.2K followers, 16K engagements


"3) $HIMS revenue has more than 30xd over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395233232392326) 2025-07-21 20:36:19 UTC 15.2K followers, 1744 engagements


"9 strong businesses that have grown their revenues at a CAGR of 30%+ over the last X years and are expected to grow their revenue at a 20%+ CAGR over the next X years that everyone should have on their radar: 1) $DLO D-local 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $DLO is a digital payment platform expanding financial inclusion in emerging markets offering fast low-cost cross-border payment solutions for individuals and businesses. This is one of my favorite popular FinX stocks: strong growth a great CEO and already profitable. Additionally I think the take rate will stabilize"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231625593479268) 2025-07-15 21:18:54 UTC 15.2K followers, 67.6K engagements


"@BullTradeFinder Only $HIMS from those four"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947737963476963730) 2025-07-22 19:18:12 UTC 15.1K followers, XXX engagements


"4) $XXX Life360 5-year revenue CAGR: XX% $XXX is a leading family safety app providing real-time location sharing driving insights crash detection and digital safety features through a freemium model and acquired hardware like Tile. Although Life360 has already experienced tremendous revenue and share price growth I believe there are still significant growth drivers ahead. These include: Deeper international expansion Leveraging first-party data for targeted ads Expanding the ecosystem (pets and objects) Strategic partnerships Life360is uniquely positioned to capitalize on these growth"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307703137042463) 2025-07-18 20:34:51 UTC 15.2K followers, 5692 engagements


"Which of these portfolios do you think will deliver the highest return Portfolio 1: $HIMS $LFMD $OSCR $TMDX Portfolio 2: $NVDA $AMD $TSM $ASML Portfolio 3: $ASTS $RKLB $LMND $PLTR Portfolio 4: $NBIS $AMZN $GOOGL $CRWV"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945946292724617344) 2025-07-17 20:38:44 UTC 15.2K followers, 24.3K engagements


"My ratings on these stocks: Strong buy: $GOOGL Alphabet $DLO Dlocal $CDLR Cadeler $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices Buy: $ASML Asml $AMZN Amazon $TMDX Transmedics $SOFI Sofi tech $ASTS AST Spacemobile $UBER Uber tech Hold: $MSFT Microsoft $CRWD Crowdstrike $AAPL Apple $PLTR Palantir Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1937979251611078782) 2025-06-25 21:00:34 UTC 15.2K followers, 47.2K engagements


"7) $AXON Axon 5-year revenue CAGR: XX% $AXON develops and manufactures tasers body cameras and digital evidence management solutions primarily for law enforcement agencies and public safety. $AXON dominates its sector with: A fully integrated ecosystem of hardware and software Strong reputation and trust among agencies Cutting-edge innovation and technology Crucially once agencies adopt $AXONs comprehensive system the high switching costs make it extremely difficult to leave. This forms $AXONs large moat"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307731276595707) 2025-07-18 20:34:58 UTC 15.2K followers, 4928 engagements


"@QualityInvest5 $ASML $MA $TSM $GOOGL $MSFT $AMZN $V $AXP $SHOP $AXON"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948954764550578384) 2025-07-26 03:53:20 UTC 15.2K followers, XXX engagements


"@TacticzH $MSFT yes because of valuation but $TKWY because theyre being acquired by Prosus (And because they suck haha)"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943603004369768522) 2025-07-11 09:27:21 UTC 15.2K followers, XXX engagements


"@TacticzH $ADYEN trades at a P/S of XX while $DLO trades at a P/S of only 4"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947284265437200389) 2025-07-21 13:15:22 UTC 15.2K followers, XXX engagements


"Gemini $GOOGL now has 450M MAUs. Thats over X% of the worlds population. Just saying"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948386162709537061) 2025-07-24 14:13:55 UTC 15.2K followers, 4404 engagements


"Great thread man I agree expanding into new verticals does bring more risks to the table but for $HIMS to maintain its growth this is a necessary step. In my opinion the biggest risk for $HIMS is failing to continue expanding as this would lead to a meaningful slowdown in growth over the coming years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947727151979225222) 2025-07-22 18:35:14 UTC 15.2K followers, XXX engagements


"4) $SHOP Shopify 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $SHOP is a leading e-commerce platform empowering businesses of all sizes with user-friendly tools for online store creation payment processing and seamless multichannel sales worldwide. Its an amazing high-quality business with a strong moat. The only drawback is it trades at a P/FY2027 earnings multiple of XX undeniably high. Thats why Im staying away until it drops below $70"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231656102564111) 2025-07-15 21:19:02 UTC 15.2K followers, 5116 engagements


"$HIMS: Lawmakers press FDA to target compounded fake GLP-1 drugs This is probably one of the vaguest news drops Ive ever seen that has caused $HIMS to drop 5%+. I mean some lawmakers suddenly urge the FDA to target compounded GLP-1 drugs Ill continue to hold my shares"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1948777876863529265) 2025-07-25 16:10:27 UTC 15.2K followers, 6718 engagements


"@Ashton_1nvests Nice targets I posted almost the same ones a few days ago haha:"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947673618173071442) 2025-07-22 15:02:31 UTC 15.1K followers, 1136 engagements


"@YodaStockInvest Probably not buying $ASML under $100"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947901068714578356) 2025-07-23 06:06:19 UTC 15.2K followers, XXX engagements


"6) AWS Revenue has grown at a CAGR of nearly XX% over the past XX years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395258104328392) 2025-07-21 20:36:25 UTC 15.2K followers, 1259 engagements


"Here are XX subscription-based machines compounding fast (25%+ CAGR) which everyone should have on their watchlist: 1) $HIMS Hims&Hers 5-year revenue CAGR: XX% $HIMS offers a large variety of prescription treatments across key health categories like sexual health dermatology mental health and weight loss. Its the largest company in its sector and I believe $HIMS will be a disruptor. The sector $HIMS operates in telehealth is revolutionary and only getting bigger. Its revolutionizing healthcare by offering: Ease of use Time-efficient Effectiveness Affordability Its my highest conviction play"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307676859727887) 2025-07-18 20:34:45 UTC 15.2K followers, 84.2K engagements


"@MMoney642 Nice thread man Unfortunately I didnt open a position in $UBER even though that was my plan around $XX about X months ago"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947897750248689752) 2025-07-23 05:53:08 UTC 15.2K followers, XXX engagements


"10 under-the-radar stocks with strong revenue growth worth researching: $CDLR Cadeler $ITECH I-Tech AB $GLBE Global-e $ALVO Alvotech $DCTH Delcath $EOSE Eos Energy $ALAB Astera Labs $DAVE Dave $PME Pro Medicus $MU Micron What stocks would you add to the list"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941239075354312964) 2025-07-04 20:53:56 UTC 15.2K followers, 19.9K engagements


"The following revenue numbers will blow you away: 1) $OSCR has grown its revenue at a CAGR of XXX% over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395215733535003) 2025-07-21 20:36:14 UTC 15.2K followers, 34.7K engagements


"If $AMD secures a XX% share of the data center AI accelerator market the segment could generate more than $120B in revenue in FY2030. With an assumed XX% net profit margin that would equate to $XX billion in earnings by FY2030. Using a 30x P/E multiple this segment alone could be valued at over $X trillion"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944809300305625486) 2025-07-14 17:20:44 UTC 15.1K followers, 1242 engagements


"8) $TTD The Trade Desk 5-year revenue CAGR: XX% $TTD operates a leading independent demand-side platform for digital advertising enabling advertisers to manage optimize and buy data-driven ad campaigns. What makes $TTD special is its use of AI especially its Koa engine which optimizes programmatic ad buying across the open internet. It enables real-time bidding advanced audience targeting and omnichannel campaign optimization at scale"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307738645963087) 2025-07-18 20:35:00 UTC 15.2K followers, 4937 engagements


"5) $TOST Toast 5-year revenue CAGR: XX% $TOST offers a comprehensive cloud-based point-of-sale and management platform specifically designed for restaurants streamlining operations and guest experiences. What differentiates $TOST is its deep singular focus on the restaurant industry. It delivers an end-to-end integrated platform covering everything from POS and online ordering to payroll kitchen displays and guest engagement; all tailored to restaurant workflows"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307711953453357) 2025-07-18 20:34:53 UTC 15.2K followers, 5520 engagements


"In your opinion which of the following X stocks will deliver the highest return over the next X years 1) $HIMS Hims&Hers 2) $NBIS Nebius 3) $TSLA Tesla 4) $AMD Advanced Micro Devices 5) Other (stock of your choice)"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1942329205632496052) 2025-07-07 21:05:44 UTC 15.2K followers, 20.9K engagements