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[@danielisdizzy](/creator/twitter/danielisdizzy)
"Robinhood $HOOD is building a subscription-based model inspired by $AMZN and $COST and its working. Robinhood gold just hit XXX million members up XX% year-over-year. Subscriptions increase loyalty users tend to check the platform they pay for first. $HOOD is getting expensive but trimming winners is one of the biggest mistakes especially with companies this exceptional. Im not selling a single share"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946265091302932966) 2025-07-18 17:45:32 UTC 7892 followers, 2843 engagements


"Some bullish news for $NBIS over the past two months: Jeff Bezos invested $72M in Toloka a Nebius subsidiary Goldman Sachs initiated coverage with a Buy rating and a $XX price target Nebius reaffirmed its target of $750M$1B ARR by end of 2025 with expected positive EBITDA Selected to build Israels national AI supercomputer Elevated to Reference Platform $NVDA Cloud Partner with priority access to H100 H200 and upcoming Blackwell GPUs On track to reach X GW or more of capacity by 2026 translating to at least $10B in annual revenue I started a position"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946547383656964532) 2025-07-19 12:27:16 UTC 7904 followers, 19.2K 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 7915 followers, XXX engagements


"@TheTechInvest Everyone hated $AMD after the +100% in recent months everyone loves it. People look at the price not the business. The same will happen with $OSCR"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947037078513988019) 2025-07-20 20:53:08 UTC 7880 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 7915 followers, XXX engagements


"@HyperTechInvest Did you open a position in $GRAB"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946986019770814698) 2025-07-20 17:30:15 UTC 7887 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 7915 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 7914 followers, 5432 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 7901 followers, XXX engagements


"@alc2022 Im picking $LMND without hesitation. Theres way more than a XX% chance of a 100x here"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944470832757006498) 2025-07-13 18:55:47 UTC 7892 followers, 1476 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 7892 followers, XXX engagements


"@amitisinvesting Great opportunity $HIMS 👀"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947392684261253417) 2025-07-21 20:26:11 UTC 7905 followers, XXX engagements


"5/ $HIMS platform is getting smarter fast. XX% of users now receive custom dosages. Thats up XXX% YoY. This level of personalization creates retention thats almost impossible to replicate"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946913968519364626) 2025-07-20 12:43:56 UTC 7893 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


"@alexthegoodlife $HIMS is reinvesting much of its revenue into marketing. Its scaling. The most relevant comparison here is revenue growth"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947354531588690206) 2025-07-21 17:54:35 UTC 7903 followers, XXX 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 7915 followers, XXX 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 7914 followers, 2725 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 7915 followers, XXX engagements


"10/ $HIMS expects $6.5B in revenue by 2030. At current multiples that points to a $42B valuation 4x from here. And if Wall Street starts treating it like a tech-enabled platform The upside could be far greater"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946913980150153694) 2025-07-20 12:43:59 UTC 7904 followers, 1436 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 7915 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


"@HyperTechInvest It seems to me that many people buy $RKLB just because they cant get SpaceX"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947036367164199053) 2025-07-20 20:50:18 UTC 7885 followers, 1045 engagements


"In the past XXX years $LMND stock has dropped XX% while its in-force premium has surged 373%. It feels like a replay of $HOOD and $PLTR a couple of years ago the business keeps improving yet the stock gets crushed. Itll take time but I believe $LMND will eventually fly like $HOOD and $PLTR did"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1941470603988390394) 2025-07-05 12:13:57 UTC 7901 followers, 13.8K 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 7898 followers, 3149 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 7898 followers, 11.7K 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 7895 followers, 5429 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 7912 followers, 3182 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 7900 followers, XXX 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


"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 7915 followers, 27.2K 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 7913 followers, 1019 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 7915 followers, 205.9K 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 7914 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 7915 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 7905 followers, 33.2K engagements


"@Herpiflo True it seems low-risk and cheap to me $HIMS"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947037406936408437) 2025-07-20 20:54:26 UTC 7892 followers, 1170 engagements


"@joecarlsonshow The real question is: why didnt you ask Gemini $GOOGL 👀"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947035220043010164) 2025-07-20 20:45:45 UTC 7885 followers, XXX 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 7914 followers, 3993 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 7905 followers, 2463 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 7912 followers, 4325 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 7895 followers, 4726 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 7915 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 7912 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 7910 followers, 1049 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 7915 followers, XXX 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 7892 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 7914 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 7913 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 7915 followers, XXX engagements


"Some predictions: $HIMS will revolutionize healthcare with or without $NVO $NBIS will become a $100B company $HOOD will have 10+ revenue streams each generating $10B+ $LMND will capture a meaningful slice of a $7.5T market $AMD will dominate inference a market 10x larger than training"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944380053468418091) 2025-07-13 12:55:04 UTC 7881 followers, 17.9K 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 7915 followers, 2287 engagements


"@trader_gu Ive studied $HIMS business a lot and Im very confident whereas I dont know $OSCR that well yet"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946665687566503939) 2025-07-19 20:17:21 UTC 7892 followers, 1762 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 7912 followers, 5550 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


"@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 7895 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


"@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 7914 followers, 1048 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 7914 followers, XXX engagements


"Robinhood $HOOD is building a subscription-based model inspired by Amazon $AMZN and Costco $COST. Subscription means loyalty users tend to check the platform they subscribe to before considering any alternative driving significantly higher revenue per user. Businesses with subscription models are poised to thrive in the coming years"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1943764367612264570) 2025-07-11 20:08:33 UTC 7904 followers, 3573 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 7897 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 7913 followers, XXX engagements


"1/ CEO Andrew Dudum has compared $HIMS to the early days of $NFLX and $AMZN. Sounds bold but hes not wrong. This isnt just a GLP-1 company. Theyre building a next-gen healthcare platform and most investors are missing it"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946913957337280658) 2025-07-20 12:43:53 UTC 7895 followers, 1532 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 7912 followers, 4520 engagements


"Final take: 📈 Sub growth strong 🧠 AI + personalization moat deepening 🧬 Peptide + diagnostics expansion 💰 Valuation still cheap $HIMS is building something huge and the market hasnt caught up. Im staying long"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946913982444408896) 2025-07-20 12:43:59 UTC 7895 followers, 1305 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 7913 followers, 12.4K 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 7915 followers, 2277 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 7905 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 7915 followers, XXX 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 7892 followers, XXX engagements


"@jakebrowatzke Most of the time it takes X years to know whether your investment idea turned out to be right 📈 $LMND"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947391729596043533) 2025-07-21 20:22:23 UTC 7892 followers, XXX engagements


"@alc2022 Sometimes I feel nostalgic about this post $PLTR"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1943338216804798567) 2025-07-10 15:55:11 UTC 7887 followers, 13.6K engagements


"$LMND is my new big bet. Its set to capture a meaningful share of a $7.5T market. Heres a quick breakdown of why Im in 👇"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944013683509583972) 2025-07-12 12:39:14 UTC 7879 followers, 11.4K 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 7915 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 7913 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 7914 followers, 41.9K 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 7913 followers, XXX engagements


"@EndicottInvests I think that good earnings could push $HIMS to $100"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946662770058891578) 2025-07-19 20:05:46 UTC 7890 followers, XXX engagements


"@k3vinnb After the recent pullback I find $DUOL attractive"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1947037948504887654) 2025-07-20 20:56:35 UTC 7887 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


"$LMND is one of the best if not the best risk-adjusted opportunities in the entire market. Even if its vision of calculating claims risk far more accurately than incumbents doesnt fully materialize its use of AI enables it to scale without increasing operating costs allowing it to offer the lowest premiums in the entire industry. Even if things dont go as hoped on the risk-calculation front $LMND is still destined to become a multi-bagger"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1945830198684917950) 2025-07-17 12:57:25 UTC 7881 followers, 6183 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


"@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 7915 followers, XXX 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 7906 followers, 13.6K 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 7915 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 7915 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 7913 followers, 8905 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 7903 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 7915 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 7915 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 7915 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 7915 followers, XXX engagements


"@Ashton_1nvests Even after the +100% over the past few months $AMD is still cheap"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1946917025747439650) 2025-07-20 12:56:05 UTC 7892 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 7913 followers, 96.5K 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 7913 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 7912 followers, XXX engagements


"How it feels today to have $NBIS $HIMS and $LMND in the portfolio:"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1944853690097320142) 2025-07-14 20:17:08 UTC 7896 followers, 1654 engagements


"Lemonade $LMND is down nearly XX% from its all-time high. But its still aiming to disrupt a $XXX trillion insurance market and the pieces are finally falling into place. A 10x from here isnt hype. It might actually be conservative. Heres why: 🧵"  
![@danielisdizzy Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1768339307108995072.png) [@danielisdizzy](/creator/x/danielisdizzy) on [X](/post/tweet/1945101586654511436) 2025-07-15 12:42:11 UTC 7891 followers, 8365 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 7915 followers, 27.3K 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 7914 followers, 38K engagements