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[@danielisdizzy](/creator/twitter/danielisdizzy)
"Even though the market has hit new highs there are still incredible opportunities out there: $HIMS $AMD $LMND $NBIS $AMZN $GOOGL These are just a few examples"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944079781101719782) 2025-07-12 17:01:53 UTC 7953 followers, 4415 engagements


"@TheValueGame Whats certain is that $AMD will become a giant 🚀"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948368229694427547) 2025-07-24 13:02:39 UTC 7953 followers, XXX engagements


"@alc2022 The market isnt stupid its just sometimes inefficient in the short term $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948366452072865939) 2025-07-24 12:55:35 UTC 7947 followers, XXX engagements


"$NBIS is a potential multi-bagger. Heres why: In April Nebius hit a $310M revenue run-rate thats +700% YoY. CEO Arkady Volozh breaks it down: - Top-tier AI infra team engineers whove worked together for decades - Exploding demand theyre not building blindly demand is here to stay - $2B in cash + more coming = massive self-financing power Thats what sets them apart from other neocloud players: they actually have the money to scale. Their goal X GW capacity by 2026 $10B+ in potential annual revenue ARR of $750M$1B by end of 2025 AI demand will outstrip supply for years. $NBIS is positioning to"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1942568774948831636) 2025-07-08 12:57:41 UTC 7906 followers, 7226 engagements


"9. If $AMD succeeds it will evolve from a $250B company to a core player in the multi-trillion dollar AI era. This could be the most underappreciated AI play in the market right now"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363550147166418) 2025-07-24 12:44:03 UTC 7953 followers, 1044 engagements


"@amitisinvesting It seems that in the coming quarters $TSLA might not be profitable. Id love to see the stock crash and buy back in"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948365022532391267) 2025-07-24 12:49:54 UTC 7949 followers, XXX engagements


"A quick recap of the most bullish $AMD news from the past few months: HSBC upgraded the stock from hold to buy and announced a new price target of $XXX. $AMD announced a massive $10B buyback program. Executive Vice President Phil Guido purchased $1M worth of $AMD stock. The MI355X outperforms $NVDA in inference delivering XX% more tokens per dollar. $AMD is collaborating with OpenAI and receiving feedback on the upcoming MI400 chips. CEO Lisa Su expects the AI accelerator market to grow XX% year over year reaching over $500B by 2028. The market seems to have woken up sentiment around $AMD is"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947638162668285971) 2025-07-22 12:41:38 UTC 7948 followers, 5500 engagements


"5. $AMD isnt just a chipmaker its building the full AI compute stack: CPUs (EPYC Ryzen) GPUs (MI300 MI355X MI400) FPGAs (via Xilinx) DPUs (via Pensando) Full systems (ZT Systems) AI software (ROCm)"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1943652266197565817) 2025-07-11 12:43:06 UTC 7949 followers, XXX engagements


"2. Explosive Growth In Q1 2025 $NBIS hit a $310M revenue run-rate up over XXX% YoY. Theyre guiding for: $500M$700M total revenue in 2025 $750M$1B ARR by year-end Demand is accelerating. Fast"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946188738511425541) 2025-07-18 12:42:08 UTC 7904 followers, 7069 engagements


"6. Xilinx changed the game for $AMD. FPGAs let it tackle use cases GPUs cant like real-time AI embedded systems and edge computing. Its not just about power its about adaptability"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1938935314082345082) 2025-06-28 12:19:37 UTC 7949 followers, XXX engagements


"This portfolio is set to crush the market in the coming years: $NBIS $HIMS $AMD $HOOD $LMND"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948809272445599844) 2025-07-25 18:15:12 UTC 7953 followers, 8038 engagements


"6. Xilinx gave $AMD a unique edge. Its FPGAs allow AMD to reach areas GPUs cant: edge AI embedded and real-time systems. This is more than just raw power its adaptability"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1943652268366053843) 2025-07-11 12:43:06 UTC 7951 followers, XXX engagements


"@TheLongInvest Why choose $NVO when you can have $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1942619632244019302) 2025-07-08 16:19:47 UTC 7911 followers, 2276 engagements


"1. In just XXX years $AMD data center revenue grew nearly X from $0.8B in Q2 2021 to $3.9B in Q4 2024. And this is just the beginning"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363525191070174) 2025-07-24 12:43:57 UTC 7953 followers, 1077 engagements


"After $AMD surged +105% from its April lows all the negative comments disappeared. Another clear example that most people judge a company by its stock price instead of the quality of its business. Pick companies with outstanding businesses and buy when others are fearful in the long run the stock price will follow the business. Thats how you make real money"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947640419979755602) 2025-07-22 12:50:36 UTC 7951 followers, 2773 engagements


"7. Xilinx gave $AMD a unique edge. Its FPGAs reach areas GPUs cant: edge AI embedded and real-time systems. This is more than raw power its adaptability"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363545818681759) 2025-07-24 12:44:02 UTC 7953 followers, XXX engagements


"@Mr_Derivatives $GOOGL bounced back because of its fundamentals so why should $AAPL bounce back"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948366700635693087) 2025-07-24 12:56:34 UTC 7949 followers, XXX engagements


"@alc2022 Asymmetric bet and the management is exceptional. Why shouldnt someone take the risk of betting on $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947350413981708700) 2025-07-21 17:38:13 UTC 7906 followers, 2847 engagements


"@StockMKTNewz @fiscal_ai Currently it is the richest company in the world $GOOGL"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948728310768320535) 2025-07-25 12:53:29 UTC 7953 followers, XXX engagements


"One of the many advantages of $NBIS over other Neoclouds is its ability to fund future growth in its AI cloud platform by leveraging non-core assets without dilution. The company controls or holds major stakes in several high-potential businesses: ClickHouse a blazing-fast analytics database currently valued around $6B and $NBIS owns XX% of it. Toloka a rising AI data platform recently backed by Jeff Bezos and Shopifys CTO. Avride one of the top autonomous driving teams globally now working with Uber Hyundai Grubhub and Rakuten. TripleTen a fast-growing edtech platform helping people upskill"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944377971516588413) 2025-07-13 12:46:47 UTC 7949 followers, 3152 engagements


"This is my portfolio: $META $AMD $AMZN $HIMS $GOOGL $HOOD $LMND $NBIS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1945575458776428716) 2025-07-16 20:05:11 UTC 7949 followers, 11.8K engagements


"5. Full-Stack Vertically Integrated Unlike most neo-clouds $NBIS controls everything from the chips to the software layer. This gives them: Faster iteration cycles Better cost structure Superior performance High defensibility You cant just copy/paste what theyre building"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946188746510029105) 2025-07-18 12:42:10 UTC 7948 followers, 5449 engagements


"$HIMS Q1 revenue: $586M $HIMS YoY revenue growth: +111% $HIMS market cap: $11B $HOOD Q1 revenue: $927M $HOOD YoY revenue growth: +50% $HOOD market cap: $95B Both are fantastic companies but $HIMS is looking ridiculously cheap"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947351589297017245) 2025-07-21 17:42:53 UTC 7949 followers, 3223 engagements


"3/ The Zava acquisition added 1.3M users overnight and kicked off serious international expansion. This is no longer a US-only play. $HIMS is starting to scale globally and theyre laying the groundwork quietly"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946913962513060203) 2025-07-20 12:43:55 UTC 7923 followers, XXX engagements


"If you had to go all-in on just one of these which would you pick 👇 $HIMS $NBIS $IREN $OSCR $HOOD $UNH"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946984474580832387) 2025-07-20 17:24:06 UTC 7951 followers, 27.3K engagements


"@Tech_Investor20 $HIMS Revenue rose XXX% YoY in Q1 whether $NVO likes it or not"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1942676942253350997) 2025-07-08 20:07:30 UTC 7906 followers, XXX engagements


"@ktvonlinetwit They all have the potential to succeed within X years $HIMS $AMD $LMND $NBIS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948083168558375077) 2025-07-23 18:09:55 UTC 7945 followers, 1055 engagements


"$NBIS is on track to become the next $100B cloud giant. Its $NVDA-backed founder-led and vertically integrated purpose-built for the AI era. At todays $12B valuation this is a 10x opportunity. Heres the full breakdown 🧵👇"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946188733838929944) 2025-07-18 12:42:07 UTC 7951 followers, 206.3K engagements


"$HIMS is down XX% from its all-time high. But I still believe its the most asymmetric opportunity in the public markets. Heres why I think $HIMS could be a 10x play: 🧵"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1941843408831525091) 2025-07-06 12:55:21 UTC 7917 followers, 122.7K engagements


"@amitisinvesting Jensen has the ability to make everyone like him that's huge $NVDA"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948364656113791072) 2025-07-24 12:48:27 UTC 7949 followers, XXX engagements


"Who will hit $XXX first $HIMS or $NBIS 👇"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1945104589453189292) 2025-07-15 12:54:07 UTC 7926 followers, 33.2K engagements


"$AMD is currently down XX% from its all-time high. Yet its positioning itself to be a multi-trillion dollar company in the years ahead. Heres why it might be the most overlooked AI opportunity in the market today 👇"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1943652247990059109) 2025-07-11 12:43:01 UTC 7949 followers, 3994 engagements


"$ABNB wasnt loved by hotels. $SPOT wasnt loved by the music majors. $AMZN wasnt loved by traditional retailers. $NFLX wasnt loved by Hollywood. $HIMS ISNT LOVED BY BIG PHARMA. Disruption doesnt come with applause from the incumbents"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946915954098573324) 2025-07-20 12:51:50 UTC 7930 followers, 2475 engagements


"@NotesontheNoise $AMD is getting closer. Being open source is a big advantage"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948518201836584960) 2025-07-24 22:58:35 UTC 7953 followers, XXX engagements


"@EndicottInvests What doesnt kill you makes you stronger. Lets go $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948812341589803361) 2025-07-25 18:27:24 UTC 7951 followers, XXX engagements


"@himshouse If I see another -XX% Ill buy as much as I can $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948812053977739751) 2025-07-25 18:26:15 UTC 7953 followers, 1486 engagements


"My 3-year price targets: $NBIS: $XXX $HIMS: $XXX $AMZN: $XXX $AMD: $XXX $LMND: $XXX $HOOD: $250"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1945902345834881252) 2025-07-17 17:44:07 UTC 7949 followers, 4385 engagements


"@MMoney642 The price of a stock follows the trend of earnings in the long term 🚀 $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948853108957999300) 2025-07-25 21:09:23 UTC 7952 followers, XXX engagements


"6. Funding Growth Without Dilution $NBIS owns or controls several non-core high-upside assets giving it unique financial flexibility: ClickHouse XX% stake in a $6B analytics database company Toloka AI data platform backed by Bezos & Shopifys CTO Avride autonomous driving team working with Uber Hyundai Grubhub TripleTen fast-growing tech education platform TractoAI serverless AI cloud priced by workload These assets = strategic leverage"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946188749882233172) 2025-07-18 12:42:11 UTC 7949 followers, 4748 engagements


"@TheTechInvest No business can be worth XX% less from one moment to the next $HIMS But the dip"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948142921305510322) 2025-07-23 22:07:21 UTC 7948 followers, XXX engagements


"@DividendDude_X It could be that the same user uses GPT and Gemini $GOOGL"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948139575752192356) 2025-07-23 21:54:04 UTC 7946 followers, XXX engagements


"Last week $NVDA became the first $4T company. Its data center revenue has grown 11x over the past X years. Fun fact: the AI accelerator market is set to grow XX% per year in the coming years. $NVDA isnt done. Not even close"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944798184003273178) 2025-07-14 16:36:34 UTC 7948 followers, 1051 engagements


"@amitisinvesting Trump has become the reason for $NVDA success 😂"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948364217829953783) 2025-07-24 12:46:43 UTC 7948 followers, XXX engagements


"@InvestingVisual $AMD will grow much faster from here on. Both remain a BUY 🚀 $AMD $NVDA"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944798498685088139) 2025-07-14 16:37:49 UTC 7924 followers, 1239 engagements


"4. Remember: $AMD already disrupted Intel in CPUs grabbing XX% of the server CPU space. Now its taking aim directly at $NVDA in the AI race"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1938935309393150231) 2025-06-28 12:19:36 UTC 7949 followers, XXX engagements


"@DividendDude_X No need to rush theres a good chance $GOOGL will drop after earnings"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948079611486601422) 2025-07-23 17:55:47 UTC 7945 followers, XXX engagements


"@EndicottInvests Its time to go all-in and buy some calls $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947641298271228229) 2025-07-22 12:54:05 UTC 7904 followers, XXX engagements


"2. Lisa Su said the AI accelerator market could hit $500B by 2028. If $AMD captures even a small share the upside is massive. And theyre not fighting for scraps theyre building to lead"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363529125351827) 2025-07-24 12:43:58 UTC 7953 followers, XXX engagements


"The bottom line: $AMD has done it before disrupted Intel and grabbed XX% of the server CPU market. Now its going after $NVDA in a $500B AI accelerator market. Key numbers: X data center growth in XXX years XX% more tokens per $ vs $NVDA on inference XX% YoY growth in data center at just X P/S This isnt just a chipmaker. Its building the entire AI stack and could become a multi-trillion dollar AI powerhouse. Are you betting on $AMD"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363552420433921) 2025-07-24 12:44:04 UTC 7953 followers, 1057 engagements


"Mark Zuckerberg on $META vision: Its crazy that for something as important as the digital world the only way we can access it is through physical screens. Were at a point where the physical and digital worlds should be fully blended. I agree. Maybe smart glasses are next maybe something else. But one things for sure: we wont need iPhones much longer. $AAPL better start innovating"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1945549691636109650) 2025-07-16 18:22:47 UTC 7949 followers, 2368 engagements


"@TheTechInvest Volatility is the greatest opportunity $HIMS $OSCR"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948517571277586491) 2025-07-24 22:56:05 UTC 7949 followers, 1120 engagements


"I am extremely bullish in $HIMS and $LMND. Both are disrupting outdated industries that desperately need a refresh healthcare and insurance powered by AI. $HIMS is transforming care through personalized treatments. $LMND is offering some of the most competitive premiums in the market. Its rare to get in this early on disruptors tackling markets with such massive TAMs"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947349515565953231) 2025-07-21 17:34:39 UTC 7924 followers, 5566 engagements


"@JJGoesLong If $LMND didnt spend on marketing to scale it would already be EBITDA profitable"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947642655317561767) 2025-07-22 12:59:29 UTC 7909 followers, XXX engagements


"@StockMKTNewz These guys are the new superstars not NBA players anymore $META"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948854478515446091) 2025-07-25 21:14:50 UTC 7953 followers, XXX engagements


"@alc2022 It has to be either $LMND or $NBIS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946915870074110005) 2025-07-20 12:51:30 UTC 7909 followers, 2011 engagements


"@TheLongInvest $NKE is all about winning. Its not about competing"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947353216192069712) 2025-07-21 17:49:21 UTC 7933 followers, XXX engagements


"@longoption Tremendous upside and low risk. $LMND is a must buy"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946295816232050829) 2025-07-18 19:47:37 UTC 7911 followers, XXX engagements


"$TSLA net income last quarter: $409M $TSLA market cap: $825B $HOOD net income last quarter: $492M $HOOD market cap: $40B Just saying"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1915122155899044136) 2025-04-23 19:14:37 UTC 7951 followers, 220.1K engagements


"@TheLongInvest My life as an investor in $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947734782584230184) 2025-07-22 19:05:33 UTC 7918 followers, 1049 engagements


"@TheLongInvest The sentiment has turned positive for $AMD"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948853664476791078) 2025-07-25 21:11:36 UTC 7953 followers, XXX engagements


"@MMMTwealth Stop comparing $UNH to $META in 2022. $UNH is a great opportunity but $META was the deal of a lifetime"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948082458538234134) 2025-07-23 18:07:06 UTC 7949 followers, XXX engagements


"@LongGameCapital I love $TSLA and think it will do great but right now its definitely more expensive than these X stocks"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948813609812836676) 2025-07-25 18:32:26 UTC 7953 followers, XXX engagements


"6/ People overreacted when the $NVO deal ended. But heres the truth: Q1 revenue jumped XXX% YoY without Wegovy. $HIMS isnt trying to push drugs. Theyre focused on outcomes. Thats exactly what sets them apart"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946913971669192815) 2025-07-20 12:43:57 UTC 7949 followers, XXX engagements


"@Ashton_1nvests $AMD $AMZN $GOOGL $HIMS $LMND Theres no need for further diversification"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948419371803508856) 2025-07-24 16:25:52 UTC 7945 followers, 1006 engagements


"@TheLongInvest $UNH is a buy opportunity but its nowhere near $META in 2022"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947688059765395545) 2025-07-22 15:59:54 UTC 7919 followers, 4521 engagements


"@nikoliasgoninus $AMD continues to be a strong buy 🚀"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947642316270846142) 2025-07-22 12:58:08 UTC 7904 followers, XXX engagements


"I took advantage of todays dip and bought some $NBIS and $LMND. Still building the positions 📈"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947685410752106705) 2025-07-22 15:49:22 UTC 7953 followers, 12.5K engagements


"Google Cloud is becoming $GOOGL next growth engine. Wall Street expects Q2 2025 revenue at $13.12B up +26% YoY. Not slowing down"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947733548246700348) 2025-07-22 19:00:39 UTC 7951 followers, 2323 engagements


"@GrowthThesis I love reading these words 🙌 $LMND $NBIS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947737141381054852) 2025-07-22 19:14:56 UTC 7924 followers, XXX engagements


"@MMMTwealth Why didnt you consider $GOOGL overall XX% revenue growth"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948418255674102163) 2025-07-24 16:21:26 UTC 7953 followers, 4659 engagements


"5. $AMD isnt just a chipmaker. Its building a full AI ecosystem: CPUs (EPYC Ryzen) GPUs (MI300 MI355X MI400) FPGAs (Xilinx) DPUs (Pensando) Entire server solutions (ZT Systems) AI software (ROCm)"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1938935312077439103) 2025-06-28 12:19:36 UTC 7949 followers, XXX engagements


"@DividendDude_X Thats how it works. We saw the same with $AMD recently"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948726894465081519) 2025-07-25 12:47:51 UTC 7949 followers, XXX engagements


"@thexcapitalist Since $AMD price has risen by XXX% over the last X months I havent read a single negative comment anymore"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948725595933671547) 2025-07-25 12:42:42 UTC 7953 followers, 1195 engagements


"8. $AMD trades at just X P/S. Its data center business is growing XX% YoY while the TAM expands XX% per year. Thats rare growth at a still reasonable valuation"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363547982868886) 2025-07-24 12:44:03 UTC 7953 followers, XXX engagements


"6. $AMD isnt just chasing AI accelerators. Theyre building the entire stack: CPUs (EPYC Ryzen) GPUs (MI300 MI355X MI400) FPGAs (via Xilinx) DPUs (via Pensando) Full server systems (via ZT Systems) Software (ROCm)"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363543587238143) 2025-07-24 12:44:02 UTC 7953 followers, XXX engagements


"$NBIS CEO Arkady Volozh: In 2026 were ready to build X GW of datacenter capacity and more. Thats worth at least $10B in annual revenue. The entire company today Valued at just $12B. $NBIS is such an obvious play"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1945141071471648995) 2025-07-15 15:19:05 UTC 7951 followers, 42.5K engagements


"@himshouse This means that $LLY is afraid of $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948418469172506859) 2025-07-24 16:22:17 UTC 7953 followers, XXX engagements


"$HIMS is trading at a P/S ratio of just 7.19x after seeing its revenue grow XXX% YoY in Q1. Meanwhile: $DUOL: 20.22x $HOOD: 27.59x $RKLB: 49.51x $IREN: 11.61x But somehow $HIMS is the one people call overpriced 😬"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948725325216571867) 2025-07-25 12:41:37 UTC 7953 followers, 2386 engagements


"@DividendDude_X I dont think talking about market cap is a good sign $OSCR"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948812986275037363) 2025-07-25 18:29:57 UTC 7953 followers, XXX engagements


"@DocGetgood Were going to do great 🙌 $HIMS $LMND"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947642764025364891) 2025-07-22 12:59:55 UTC 7904 followers, XXX engagements


"@alc2022 Once it breaks through $XXX it will go much further. Lets enjoy the ride $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948852522221027657) 2025-07-25 21:07:03 UTC 7953 followers, XXX engagements


"5. $LMND is radically cheaper for users. Average premiums are XX% lower than legacy providers. Why Because Lemonade doesnt need offices agents or layers of bureaucracy. They pass those savings directly to the consumer"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1945101599509979154) 2025-07-15 12:42:14 UTC 7909 followers, XXX engagements


"$TSLA operating income in Q2: $0.9B $GOOGL Google Cloud operating income in Q2: $2.8B Just saying 👀"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948365499617702352) 2025-07-24 12:51:48 UTC 7953 followers, 1175 engagements


"If I had to invest $5M today heres what Id do: - $2M $AMD - $1M $HIMS - $1M $NBIS - $1M $LMND"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944855040482533710) 2025-07-14 20:22:29 UTC 7945 followers, 13.6K engagements


"@TheTechInvest Keep buying $HIMS as long as its below $100"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948081333475164662) 2025-07-23 18:02:38 UTC 7949 followers, XXX engagements


"5. $AMD already achieved what seemed impossible disrupting Intels CPU dominance. It now holds XX% of the server CPU market. Next target $NVDA"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363540617695428) 2025-07-24 12:44:01 UTC 7953 followers, XXX engagements


"$AMD is on track to become a multi-trillion dollar company. Even after a +110% run in the last X months its still down XX% from last years highs. Heres why $AMD is one of the best bets in the AI game 👇"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363521357468095) 2025-07-24 12:43:56 UTC 7953 followers, 33.6K engagements


"@CrowsOfDao Neither of the two will report earnings tomorrow 👀 $LMND $NBIS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947737438925033697) 2025-07-22 19:16:07 UTC 7924 followers, XXX engagements


"@Ashton_1nvests $HIMS needs to be at least at $1000 by 2030"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947688373981786435) 2025-07-22 16:01:09 UTC 7910 followers, XXX engagements


"4. $AMD developed the MI400 series with OpenAI. Sam Altmans team gave direct input to optimize for scale memory and performance. A clear sign AMD is gaining ground in the AI arena"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363537736208710) 2025-07-24 12:44:00 UTC 7953 followers, XXX engagements


"@HyperTechInvest For now $NVDA will continue to lead"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948365841449230580) 2025-07-24 12:53:10 UTC 7948 followers, XXX engagements


"1. The Setup $NBIS is an AI-native cloud provider. It builds infrastructure tailor-made for AI workloads training + inference powered by $NVDAs latest GPUs (H100 H200 and soon Blackwell). Everything is built in-house: Data centers Servers Networking Software Result: top-tier performance optimized for AI at highly competitive costs"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946188736426815904) 2025-07-18 12:42:07 UTC 7903 followers, 7683 engagements


"3. Inference will be a market XX larger than training. And on that front $AMD is better positioned than $NVDA: The MI355X delivers XX% more tokens per dollar vs $NVDA with better efficiency and lower power usage"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948363533432885577) 2025-07-24 12:43:59 UTC 7953 followers, XXX engagements


"@alc2022 The sentiment on $AMD is turning positive"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948417559906124264) 2025-07-24 16:18:40 UTC 7951 followers, XXX engagements


"3 stocks Im buying: $LMND $NBIS $HIMS X stocks on my watchlist: $OSCR $DUOL $IREN X stocks Im avoiding: $AAPL $PLTR $RKLB"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946635136994247108) 2025-07-19 18:15:58 UTC 7949 followers, 96.6K engagements


"@alc2022 You can say that. We means we believe in the $HIMS thesis. I certainly believe in it"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948140242189640094) 2025-07-23 21:56:43 UTC 7951 followers, XXX engagements


"@MrMikeInvesting I can assure you this is the case for $AMD and $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947687686858277118) 2025-07-22 15:58:25 UTC 7926 followers, XXX engagements


"$NBIS IS UP OVER XX% AFTER GOLDMAN SACHS INITIATED COVERAGE WITH A BUY RATING AND ANNOUNCED A PRICE TARGET OF $XX $NBIS IS TAKING OFF ✈"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944795455478444198) 2025-07-14 16:25:43 UTC 7924 followers, 2057 engagements


"These stocks have the potential to 10x from here: $HIMS $LMND $NBIS $AMD"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948081064854851866) 2025-07-23 18:01:34 UTC 7953 followers, 28.4K engagements


"$HIMS is still down XX% since the announcement of the end of its partnership with $NVO. But that changes nothing the business remains solid and this is still one of the most asymmetric bets in the entire market. Its a venture-style play hiding in public markets. Heres why $HIMS could easily be a 10x from here: 🧵"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946913954074116345) 2025-07-20 12:43:53 UTC 7949 followers, 38.1K engagements


"@alc2022 The real question is: will you hit a 10x with $HIMS first or a 100x with $AMD"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1948811374077116737) 2025-07-25 18:23:33 UTC 7953 followers, XXX engagements