# ![@TheEUInvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::42615116.png) @TheEUInvestor The Acorn Investor

The Acorn Investor posts on X about $nbis, $hims, stocks, ceo the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::42615116/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:interactions.svg)

- [--] Week [------] -29%
- [--] Month [------] -48%
- [--] Months [---------] +291%

### Mentions: [--] [#](/creator/twitter::42615116/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:posts_active.svg)

- [--] Week [--] -46%
- [--] Month [---] -1.40%
- [--] Months [---] +8.70%

### Followers: [-----] [#](/creator/twitter::42615116/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:followers.svg)

- [--] Week [-----] -0.07%
- [--] Month [-----] +2.50%
- [--] Months [-----] +106%

### CreatorRank: [-------] [#](/creator/twitter::42615116/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  94.06% [stocks](/list/stocks)  70.3% [technology brands](/list/technology-brands)  27.72% [cryptocurrencies](/list/cryptocurrencies)  7.92% [countries](/list/countries)  4.95% [automotive brands](/list/automotive-brands)  3.96% [travel destinations](/list/travel-destinations)  3.96% [exchanges](/list/exchanges)  1.98% [fashion brands](/list/fashion-brands)  0.99% [social networks](/list/social-networks)  0.99%

**Social topic influence**
[$nbis](/topic/$nbis) #166, [$hims](/topic/$hims) 13.86%, [stocks](/topic/stocks) 7.92%, [ceo](/topic/ceo) 6.93%, [investment](/topic/investment) #3844, [clickhouse](/topic/clickhouse) 5.94%, [in the](/topic/in-the) 5.94%, [$iren](/topic/$iren) 5.94%, [ai](/topic/ai) 5.94%, [databricks](/topic/databricks) 4.95%

**Top accounts mentioned or mentioned by**
[@alc2022](/creator/undefined) [@qualityinvest5](/creator/undefined) [@amitisinvesting](/creator/undefined) [@patientinvestor](/creator/undefined) [@mrderivatives](/creator/undefined) [@thelonginvest](/creator/undefined) [@oguzerkan](/creator/undefined) [@tedcruz](/creator/undefined) [@lemonadeinc](/creator/undefined) [@tacticzh](/creator/undefined) [@funofinvesting](/creator/undefined) [@futurenvesting](/creator/undefined) [@anthonynoto](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@quartrapp](/creator/undefined) [@eliano](/creator/undefined) [@brettkrieger12](/creator/undefined) [@dailypalantir](/creator/undefined) [@arnytrezzi](/creator/undefined) [@pltrspalantir](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Iris Energy Limited (IREN)](/topic/$iren) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [RAI Finance (SOFI)](/topic/$sofi) [Spotify Technology (SPOT)](/topic/$spot) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CME Group Inc (CME)](/topic/$cme) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Microsoft Corp. (MSFT)](/topic/$msft) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Royal Gold Inc (RGLD)](/topic/$rgld) [Royalty Pharma plc (RPRX)](/topic/$rprx) [Altria Group Inc (MO)](/topic/$mo) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Mastercard, Inc. (MA)](/topic/$ma) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Decentral Games ICE (ICE)](/topic/$ice) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Msci Inc (MSCI)](/topic/$msci) [Now Coin (NOW)](/topic/$now) [Shopify Inc (SHOP)](/topic/$shop) [psa10 coin (GRAIL)](/topic/$grail) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [S&P Global Inc (SPGI)](/topic/$spgi) [Snowflake Inc. (SNOW)](/topic/$snow) [Adobe, Inc. (ADBE)](/topic/$adbe) [Bitcoin (BTC)](/topic/bitcoin) [Novo-Nordisk (NVO)](/topic/$nvo) [Nike Inc (NKE)](/topic/$nke) [Aercap Holdings N.V. (AER)](/topic/$aer) [PAC Protocol (PAC)](/topic/$pac) [Southern Copper Corporation (SCCO)](/topic/$scco) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [ZetaChain (ZETA)](/topic/$zeta) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TheLongInvest Nike $NKE due to the manufacturing base in China"  
[X Link](https://x.com/TheEUInvestor/status/1921650820900102571)  2025-05-11T19:37Z [----] followers, [----] engagements


"$NBIS ClickHouse peers Databricks and Snowflake valued at $100B+ and $85B respectively ClickHouse is growing at triple digit ARR closing that value gap FAST $NBIS Great interview with Aaron Katz Co-Founder and CEO of ClickHouse. Fun fact: Tesla now ingests over a billion events per second into ClickHouse. All of its observability data flows through ClickHouse they even have a table with a quadrillion rows. 🤯 ClickHouse's https://t.co/uXvG9BCEj8 $NBIS Great interview with Aaron Katz Co-Founder and CEO of ClickHouse. Fun fact: Tesla now ingests over a billion events per second into ClickHouse."  
[X Link](https://x.com/TheEUInvestor/status/1976372882495459447)  2025-10-09T19:43Z [----] followers, 11.8K engagements


"$LMND Had a loss ratio of only 56% 🤯(attritional gross loss ratio) If $LMND manages to reduce LAE from 7% to 3.5% as per their plan this would bring the total gross loss ratio to under 60%. The margins will be insane $LMND car gross loss ratio came in at 76% but that include ca 9% LAE. Soooo. 😯🍋🚗 https://t.co/OIRaF5bgS9 $LMND car gross loss ratio came in at 76% but that include ca 9% LAE. Soooo. 😯🍋🚗 https://t.co/OIRaF5bgS9"  
[X Link](https://x.com/TheEUInvestor/status/1987137617792803123)  2025-11-08T12:38Z [----] followers, [----] engagements


"50 QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V ➡ 67% [--]. $RPRX ➡ 66% [--]. $CME ➡ 65% [--]. $MO ➡ 61% [--]. $BAM ➡ 61% [--]. $KSPI ➡ 60% [--]. $MA ➡ 59% [--]. $NVDA ➡ 59% [--]. $VNOM ➡ 57% [--]. $AER ➡ 56% [--]. $MSCI ➡ 54% [--]. $AEM ➡ 50% [--]. $PAC ➡ 50% [--]. $ICE ➡ 50% [--]. $SCCO ➡ 50% [--]. $UTHR ➡ 49% [--]. $DTM ➡ 49% [--]. $NVO ➡ 49% [--]. $BX ➡ 49% [--]. $TDG ➡ 48% [--]. $HOOD ➡ 47% [--]. $FICO ➡ 47% [--]. $B ➡ 47% [--]. $HOOD ➡ 46% [--]. $SCHW ➡ 46% [--]. $MCD ➡ 46% [--]. $AGI ➡ 46% [--]. $VRSK ➡ 45% [--]. $LLY ➡ 45% [--]. $CPAY ➡ 44% [--]. $WES ➡"  
[X Link](https://x.com/TheEUInvestor/status/2004250928719835255)  2025-12-25T18:00Z [----] followers, [----] engagements


"Stocks at the top of my watchlist: $CSU $ZETA $SPOT $OUST $META $DUOL Decisions decisions. Which would be your pick"  
[X Link](https://x.com/TheEUInvestor/status/2015501596755435540)  2026-01-25T19:06Z [----] followers, [----] engagements


"@nikoliasgoninus Just finished writing a deep dive on $SPOT as we speak"  
[X Link](https://x.com/TheEUInvestor/status/2016282320668336513)  2026-01-27T22:49Z [----] followers, [---] engagements


"🚀 Anthropic means: 🚀 AWS bullish $AMZN 🚀 ClickHouse bullish $NBIS OpenAI is cooked Anthropic won the enterprise market thanks to their narrow focus on coding. It now projects higher revenue than OpenAI in [----] and targets turning FCF positive by [----] while OpenAI doesnt expect to turn FCF positive before [----]. OpenAI is a sinking ship. https://t.co/AC2ISdaMUC OpenAI is cooked Anthropic won the enterprise market thanks to their narrow focus on coding. It now projects higher revenue than OpenAI in [----] and targets turning FCF positive by [----] while OpenAI doesnt expect to turn FCF positive"  
[X Link](https://x.com/TheEUInvestor/status/2016456178968961117)  2026-01-28T10:19Z [----] followers, [---] engagements


"$NOW is trading at a fwd P/FCF of [--] based on its FCF guidance of $5.6B in [----]. This is 22% growth on the [----] $4.6B FCF it just reported. Buy $NOW"  
[X Link](https://x.com/TheEUInvestor/status/2018016867634286922)  2026-02-01T17:41Z [----] followers, [----] engagements


"@alc2022 $PLTR is much more a Singularity than $DUOL"  
[X Link](https://x.com/TheEUInvestor/status/2018754404325707988)  2026-02-03T18:32Z [----] followers, [----] engagements


"@QualityInvest5 PayPals Fiserv moment"  
[X Link](https://x.com/TheEUInvestor/status/2018791871498404204)  2026-02-03T21:01Z [----] followers, [---] engagements


"@amitisinvesting Search +17% is insane"  
[X Link](https://x.com/TheEUInvestor/status/2019158609821597713)  2026-02-04T21:18Z [----] followers, [---] engagements


"@oguzerkan $HIMS still trading as a weight loss stock"  
[X Link](https://x.com/TheEUInvestor/status/2019418185301389504)  2026-02-05T14:29Z [----] followers, [---] engagements


"@shai_wininger @tedcruz @Lemonade_Inc A vote of confidence for the partnership"  
[X Link](https://x.com/TheEUInvestor/status/2019461416432861297)  2026-02-05T17:21Z [----] followers, [---] engagements


"@TheTechInvest Once it starts cashing in on those deals it will become clearer for the market"  
[X Link](https://x.com/TheEUInvestor/status/2020131901562916898)  2026-02-07T13:45Z [----] followers, [---] engagements


"@alc2022 Like $SPOT at these levels. $HIMS added a bit but will wait until earnings to add more. Will continue to hold $AMD Dont have the rest"  
[X Link](https://x.com/TheEUInvestor/status/2020440806209802347)  2026-02-08T10:13Z [----] followers, [----] engagements


"@RichardWedekin1 $BTC markets not reacting to the news"  
[X Link](https://x.com/TheEUInvestor/status/2020496492365226178)  2026-02-08T13:54Z [----] followers, [--] engagements


"@TacticzH My biggest buy during this software stock crash. Bookmarked for layer 🫡"  
[X Link](https://x.com/TheEUInvestor/status/2020500829275615411)  2026-02-08T14:11Z [----] followers, [---] engagements


"@QualityInvest5 Overvalued stocks can easily come back down to earth it happened to $NOW it could easily happen to $SHOP as well. Would also prefer $NOW at these levels and have been adding actually"  
[X Link](https://x.com/TheEUInvestor/status/2020631087509307540)  2026-02-08T22:49Z [----] followers, [---] engagements


"@QualityInvest5 $UBER has its fingers in so many mobility pies"  
[X Link](https://x.com/TheEUInvestor/status/2020631357165097393)  2026-02-08T22:50Z [----] followers, [---] engagements


"@Investinc_Intel Couldnt agree more"  
[X Link](https://x.com/TheEUInvestor/status/2021121520072802498)  2026-02-10T07:18Z [----] followers, [--] engagements


"@QualityInvest5 Not one of the names Ive considered in this Saaspocalypse"  
[X Link](https://x.com/TheEUInvestor/status/2021135987892531359)  2026-02-10T08:15Z [----] followers, [--] engagements


"$HIMS just invested in the holy $GRAIL of multi-cancer early detection (MCED) Who just announced incredible results for their Galleri test Quick on Galleri: one blood draw checks for a shared cancer signal across 50+ cancers (including ones we dont screen for today) see👇 🚨 BREAKING: $HIMS TAKES STAKE IN GRAIL INC TO HELP ADVANCE EARLY CANCER DETECTION - Other investors: Deep Track Capital Farallon Braidwell LP - Farallon is one of Hims' largest institutional owners with 8.2M shares (4%) https://t.co/DqH427XF8S 🚨 BREAKING: $HIMS TAKES STAKE IN GRAIL INC TO HELP ADVANCE EARLY CANCER"  
[X Link](https://x.com/TheEUInvestor/status/1980355701026505088)  2025-10-20T19:29Z [----] followers, [----] engagements


"$NBIS beats the high point of its [----] ARR guidance by 14% and keeps its [----] guidance the same as last quarter. Im taking it as a mini sandbag what about you👇"  
[X Link](https://x.com/TheEUInvestor/status/2022069656446763138)  2026-02-12T22:05Z [----] followers, [----] engagements


"Oddity Tech Ouster or Ondas Holdings Which O small cap is most likely to +10x from here 🚀 $ODD: the consumer tech platform for the beauty and wellness market 🚀 $OUST: LiDAR for smart cities robotics industrials and AVs made in 🚀 $ONDS: autonomous drones counter-drone tech and mission critical networks Let me know your pick below 👇 https://twitter.com/i/web/status/2010102832679289080 https://twitter.com/i/web/status/2010102832679289080"  
[X Link](https://x.com/TheEUInvestor/status/2010102832679289080)  2026-01-10T21:33Z [----] followers, [----] engagements


"@patientinvestor Love the visual Did an extensive list based on Operating Margins just before Christmas and on that basis $TPL also first. So many high quality companies [--] QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V ➡ 67% [--]. $RPRX ➡ 66% [--]. $CME ➡ 65% [--]. $MO ➡ 61% [--]. $BAM ➡ 61% [--]. $KSPI ➡ 60% [--]. $MA ➡ 59% [--]. $NVDA ➡ 59% [--]. $VNOM ➡ https://t.co/gyae9E4vfi [--] QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V"  
[X Link](https://x.com/TheEUInvestor/status/2012891432558674207)  2026-01-18T14:14Z [----] followers, [----] engagements


"@BastianelliLore What about $PGR"  
[X Link](https://x.com/TheEUInvestor/status/2020536741203964050)  2026-02-08T16:34Z [----] followers, [---] engagements


"🚨WAYMO VALUED AT $126 BILLION🚨 From $45B in October [----] almost a 3x $GOOGL $TSLA $UBER"  
[X Link](https://x.com/anyuser/status/2018457726708244914)  2026-02-02T22:53Z [----] followers, [---] engagements


"PayPal is replacing CEO Alex Chriss PayPal tanking HARD PainPal confirmed $PYPL PAYPAL $PYPL JUST REPORTED EARNINGS EPS of $1.23 missing expectations of $1.28🔴 Revenue of $8.7B missing expectations of $8.8B🔴 PayPal's initial move in pre market trading is DOWN 10% 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/c8hMXe6SM5 PAYPAL $PYPL JUST REPORTED EARNINGS EPS of $1.23 missing expectations of $1.28🔴 Revenue of $8.7B missing expectations of $8.8B🔴 PayPal's initial move in pre market trading is DOWN 10% 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/c8hMXe6SM5"  
[X Link](https://x.com/TheEUInvestor/status/2018700671625601037)  2026-02-03T14:58Z [----] followers, [---] engagements


"PayPal hires its Chairman as CEOYes Enrique Lores has been Chairman since July [----]. This is NOT new $PYPL blood"  
[X Link](https://x.com/TheEUInvestor/status/2018744396762566904)  2026-02-03T17:52Z [----] followers, [---] engagements


"$GOOGL Search grew +17% 🚀"  
[X Link](https://x.com/TheEUInvestor/status/2019155968068571427)  2026-02-04T21:07Z [----] followers, [----] engagements


"$HIMS invests in $GRAL $HIMS sells $GRAL products $HIMS makes money $GRAL makes money $GRAL gets more valuable $HIMS makes more money 🚨 $HIMS LAUNCHES MULTI-CANCER EARLY DETECTION TESTING 🚨 - $HIMS will offer access to Galleri an innovative blood test from $GRAL that screens for 50+ types of cancer. - $HIMS invested in $GRAL back in October [----]. - $HIMS customers can add the Multi-Cancer Test by Galleri https://t.co/ZXXXn9mNsL 🚨 $HIMS LAUNCHES MULTI-CANCER EARLY DETECTION TESTING 🚨 - $HIMS will offer access to Galleri an innovative blood test from $GRAL that screens for 50+ types of"  
[X Link](https://x.com/TheEUInvestor/status/2019420704429732132)  2026-02-05T14:39Z [----] followers, [---] engagements


"$LMND and $TSLA FSD👇 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0"  
[X Link](https://x.com/anyuser/status/2019461172135706969)  2026-02-05T17:20Z [----] followers, [---] engagements


"Record hyperscaler capex = good for neoclouds Today it makes sense yesterday it didnt $NBIS $IREN $CRWC $CIFR"  
[X Link](https://x.com/anyuser/status/2019817243148992862)  2026-02-06T16:55Z [----] followers, [---] engagements


"Earnings Ill be following next week: Tuesday: $SPOT $HOOD $OSCR $SPGI Wednesday: $SHOP Thursday $NBIS $BN The one Im most looking forward to Nebius of course This a retail investor week ahead https://t.co/bGO2l0bzL2 This a retail investor week ahead https://t.co/bGO2l0bzL2"  
[X Link](https://x.com/TheEUInvestor/status/2020145861829840984)  2026-02-07T14:41Z [----] followers, [---] engagements


"Absolute masterclass interview by @FunOfInvesting and @Futurenvesting 🫡. My perspective on $SOFI after watching the whole thing These remarks from @anthonynoto sum it up pretty well 😉 I think the stock is undervalued and I would be buying it here but I really cant buy or sell the stock without significant task implications until March 1st so you know if March 1st was last week I wouldve been buying the stock. E.P.I.C. interview Do yourself a favor and watch the full video. 📺👇 We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the"  
[X Link](https://x.com/TheEUInvestor/status/2020433706205212697)  2026-02-08T09:45Z [----] followers, [---] engagements


"$PATH is 📉 -83% since IPO great value or value trap"  
[X Link](https://x.com/TheEUInvestor/status/2020500504632348705)  2026-02-08T14:10Z [----] followers, [----] engagements


"Big Tech will spend $650B on Capex in [----] up from $375B in [----]. The big question: Who can pay for it with cash and who needs to finance it Heres the breakdown 👇 Alphabet $GOOGL ☑ [----] OCF: $165B ☑ [----] Capex Guide: $180B 🟢 Tight but covered by growing OCF Microsoft $MSFT ☑ [----] OCF: $161B ☑ [----] Capex Est: $135B 🟢 Comfortably covered printing cash Amazon $AMZN ☑ [----] OCF: $140B ☑ [----] Capex Guide: $200B 🔴 Not covered Financing/Debt needed. Meta $META ☑ [----] OCF: $116B ☑ [----] Capex Guide: $125B 🟢 Tight but covered by growing OCF The takeaway: Big Tech is pivoting from "Asset Light" to"  
[X Link](https://x.com/TheEUInvestor/status/2020626110321487914)  2026-02-08T22:29Z [----] followers, [---] engagements


"$SOFI launched in Hong Kong in [----] by acquiring [--] Securities now SoFi Hong Kong. In his recent interview with @Futurenvesting and @FunOfInvesting CEO @anthonynoto highlighted that SoFi will be shaping its international expansion strategy in [----]. Theres all whole world out there for $SOFI to expand to as of [----] and beyond. https://twitter.com/i/web/status/2020766942378807401 https://twitter.com/i/web/status/2020766942378807401"  
[X Link](https://x.com/TheEUInvestor/status/2020766942378807401)  2026-02-09T07:49Z [----] followers, [---] engagements


"ClickHouse is next $NBIS $134B valuation for databricks with 5B of rev RR When will it go public https://t.co/zaj9rQwJUV $134B valuation for databricks with 5B of rev RR When will it go public https://t.co/zaj9rQwJUV"  
[X Link](https://x.com/anyuser/status/2020927271800860795)  2026-02-09T18:26Z [----] followers, [---] engagements


"$SOFI ROI on marketing spend ✅ Thats right @SoFiStadium is set to host the biggest game in football in [----]. See you next season https://t.co/cCe4hqJvnU Thats right @SoFiStadium is set to host the biggest game in football in [----]. See you next season https://t.co/cCe4hqJvnU"  
[X Link](https://x.com/TheEUInvestor/status/2020968625574711739)  2026-02-09T21:10Z [----] followers, [---] engagements


"$NBIS ClickHouse just dropped its benchmarks against the BIG BOYS Databricks Snowflake $GOOGL BigQuery and $AMZN Redshift Clickhouse didnt just compete it CRUSHED on both speed & cost across 1B 10B and 100B row workloads👇 Oh and in case you werent aware: ☑ $SNOW = $75B market cap ☑ Databricks = $134B market cap ✅ All of $NBIS = $22B market cap $NBIS serious OPTIONALITY https://twitter.com/i/web/status/1999884531487199251 https://twitter.com/i/web/status/1999884531487199251"  
[X Link](https://x.com/anyuser/status/1999884531487199251)  2025-12-13T16:50Z [----] followers, 102.9K engagements


"$OSCR Lets see how the [----] guidance compares to [----] and [----] and my perspective on the valuation for 2027👇 Revenue 2024: $9.2B 2025: $11.7B [----] guide: $18.7 to $19B My take: 🚀🚀🚀 Medical Loss Ratio 2024: [----] % 2025: [----] % [----] guide: $82.4% to 83.4% My take: stabilizing needs to get to 81% SG&A Expense Ratio 2024: 19.1% 2025: 17.5% [----] guide: 15.8% to 16.3% My take: Will get to low teens eventually Lets say in [----] we get to: ✅ $20B of Premium revenues reflecting slow down due to subsidy expirations ✅ 82% MLR due to shift in membership mix with higher deductible Bronze Plans ✅ 15%"  
[X Link](https://x.com/TheEUInvestor/status/2022429579520954397)  2026-02-13T21:56Z [----] followers, [---] engagements


"Salesforce vs Adobe: which is the better buy today👇 Salesforce $CRM 📈 Enterprise Value: $227.54B 📈 Revenue growth (YoY): 8.33% 📈 Operating Margin: 21.22% 📈 P/FCF (net of SBC): [-----] 📈 Net cash: $3.56B Adobe $ADBE 📈 Enterprise Value: $148.89B 📈 Revenue growth (YoY): 10.67% 📈 Operating Margin: 36.58% 📈 P/FCF (net of SBC): [-----] 📈 Net debt: $700M Conclusion ➡ Adobe has both better fundamentals and a better valuation while Salesforce thas the slightly better balance sheet. So I prefer $ADBE right now especially since I believe that AI will soon become a tailwind rather than a headwind"  
[X Link](https://x.com/TheEUInvestor/status/1966824675914191189)  2025-09-13T11:21Z [----] followers, [----] engagements


"$NBIS the $MSFT contract will generate $3.5B to $4B a year on average over the next five years. ➕CEO Arkady Volozh said Im happy toannounce the first ofthese contracts and Ibelieve there are more tocome. Mega bullish for $NBIS When you buy a stock like Nebius right now you have to know the crux of the thesis is $NBIS going from approximately $400m ARR in the most recent quarter to *at least* $900m ARR by the end of *this year.* Otherwise they have no business trading at 90x sales. Long $NBIS When you buy a stock like Nebius right now you have to know the crux of the thesis is $NBIS going from"  
[X Link](https://x.com/TheEUInvestor/status/1967179411406680167)  2025-09-14T10:51Z [----] followers, [----] engagements


"$HIMS following the launch of the new testosterone vertical its Hers turn for a new product launch HRT for women Somethings always cooking at HIMS & Hers 🚨💊 $HIMS EXECUTIVE TEAM 🚨 Currently meeting at Grand Del Mar Resort planning upcoming 🔥 HERS PRODUCT LAUNCH 🔥 (Reservation costs $1000-2200/night per room) 🤯🤯🤯 https://t.co/PA4K0LkRGG 🚨💊 $HIMS EXECUTIVE TEAM 🚨 Currently meeting at Grand Del Mar Resort planning upcoming 🔥 HERS PRODUCT LAUNCH 🔥 (Reservation costs $1000-2200/night per room) 🤯🤯🤯 https://t.co/PA4K0LkRGG"  
[X Link](https://x.com/TheEUInvestor/status/1967760532817252359)  2025-09-16T01:20Z [----] followers, [----] engagements


"$HIMS at-home testing kit a key component of its flywheel. Test treat re-test now easier than ever Dropped off my $HIMS TRT testing kit today at FedEx (overnight shipping included). Blood collection was simple & painless. Kit was shipped from HIMS New Albany OH. Kit is being shipped to H&H Labs in Clark NJ. Will get my results in the HIMS app. @himshouse @wearehims Dropped off my $HIMS TRT testing kit today at FedEx (overnight shipping included). Blood collection was simple & painless. Kit was shipped from HIMS New Albany OH. Kit is being shipped to H&H Labs in Clark NJ. Will get my results"  
[X Link](https://x.com/TheEUInvestor/status/1968309789525696798)  2025-09-17T13:43Z [----] followers, [----] engagements


"Heres my [----] $HIMS valuation conservative as usual lets go👇 ☑ 6M subscribers in [----] or 2.4M in Q2 [--] growing at 20% CAGR. Conservative subscribers growth was 31% in Q2 [--]. ☑ Monthly ARPU of $100 in [----]. Conservative was $74 in Q2 [----] was growing pre GLP-1 blip + there is inflation ☑ Multiplying the two we get a [----] revenue estimate of $7.2B in line with Hims [----] guidance of at least $6.5B. ☑ If we assume a reasonable 20% operating margin we get $1.44B in [----] earnings. Also in line with guidance. ☑ Now slap a conservative 25x multiple on that and we get a [----] valuation for $HIMS of"  
[X Link](https://x.com/TheEUInvestor/status/1968486007642407037)  2025-09-18T01:23Z [----] followers, [----] engagements


"@patientinvestor I can only agree 👇 What if you could own the data moat of $FDS the indices moats of $SPGI & $MSCI and the stock exchange moats of $ICE & $CME all in one stock London Stock Exchange Group $LSEG is as close as it gets an incredible wide moat(s) business that you need to learn about 👇 Their https://t.co/ay8qGYgYBT What if you could own the data moat of $FDS the indices moats of $SPGI & $MSCI and the stock exchange moats of $ICE & $CME all in one stock London Stock Exchange Group $LSEG is as close as it gets an incredible wide moat(s) business that you need to learn about 👇"  
[X Link](https://x.com/TheEUInvestor/status/1969080966447538248)  2025-09-19T16:47Z [----] followers, [----] engagements


"Wow [----] followers This community continues to inspire me with its incredible ideas and positive energy Thank you for your support and for being a part of this journey The best is yet to come And Ill be making so new announcements soon Cheers to all of you 🥂"  
[X Link](https://x.com/TheEUInvestor/status/1969390722328772831)  2025-09-20T13:18Z [----] followers, [----] engagements


"@StockSavvyShay $SOFI will become a $100B market cap company or $85 per share"  
[X Link](https://x.com/TheEUInvestor/status/1969926818464694484)  2025-09-22T00:48Z [----] followers, [----] engagements


"@DividendDude_X Stupidly cheap value trap Until its not"  
[X Link](https://x.com/TheEUInvestor/status/1970130519385055501)  2025-09-22T14:18Z [----] followers, [----] engagements


"$HIMS has [---] open job positions and Ive broken it down so you dont need to: [--] in Pharmacy (incl. Director) [--] in Quality (incl. Director) [--] in Operations (incl. [--] Directors) [--] in Engineering [--] in Fulfilment [--] in Finance & Accounting [--] in Marketing (incl. Director) [--] in Creative (incl. [--] Directors) [--] in Analytics & Data Science [--] in Care Operations [--] in Legal [--] in People Operations [--] in Product Management [--] in Corporate Affairs (incl. Director) I notice a big general ramp up in Pharmacy and Quality recruitment (compared to my last update) as well as the beefing up of Operations and"  
[X Link](https://x.com/TheEUInvestor/status/1970277096254824782)  2025-09-23T00:00Z [----] followers, 13.8K engagements


"$NBIS = Next Big Investment Success Considering the state of the market $NBIS will likely go to $130 once they announce their new data center Then to $150 after the second data center And finally to $200 once they reveal a new hyperscaler deal with $ORCL https://t.co/DfCuHPhtsO Considering the state of the market $NBIS will likely go to $130 once they announce their new data center Then to $150 after the second data center And finally to $200 once they reveal a new hyperscaler deal with $ORCL https://t.co/DfCuHPhtsO"  
[X Link](https://x.com/TheEUInvestor/status/1970644074161189193)  2025-09-24T00:18Z [----] followers, [----] engagements


"$NBIS and $IREN data centres have achieved best-in-class Power Usage Efficiency (PUE) of [---] As a reminder PUEs averaged [----] last year according to Statista and have been more or less stagnant since 2018"  
[X Link](https://x.com/TheEUInvestor/status/1971478147129540858)  2025-09-26T07:33Z [----] followers, [----] engagements


"$NBIS Clickhouse competes with Databricks and Snowflake. It beats them in real-time analytics and demonstrated outperformance in compression capabilities and in its join workload benchmark tests. Databricks is valued at $100B Snowflake $SNOW is valued at $76B Clickhouse was last valued at $6.35B With Clickhouses triple-digit ARR growth the gap will close fast. Bullish for $NBIS who owned 28% at the time of the latest funding round $NBIS A former AWS Senior Analytics Specialist joined ClickHouse and decided to test the company's compression capabilities. The results: it outperformed every"  
[X Link](https://x.com/TheEUInvestor/status/1972973049936036093)  2025-09-30T10:33Z [----] followers, 14.7K engagements


"$NBIS - Just did a quick benchmark of Nebius CoreWeave and AWS using their NVIDIA H200 GPU website list prices. Spoiler alert 🚨 Nebius is the WINNER: 🥇Nebius at $3.50 per hour 🥈AWS $AMZN at $4.50 per hour 🥉CoreWeave $CRWV at $6.30 per hour See it for yourself below👇"  
[X Link](https://x.com/TheEUInvestor/status/1973660601009447052)  2025-10-02T08:05Z [----] followers, 103.2K engagements


"$NBIS and $IREN data centres have best-in-class Power Usage Effectiveness (PUE) of [----] but theres one company that beats them with an incredible PUE of [----] Enter Soluna Holdings $SLNH a $105M market cap company focused on sustainable computing for AI and Bitcoin Could this be the next big winner in this space Let me know why or why not👇"  
[X Link](https://x.com/TheEUInvestor/status/1974195371560562786)  2025-10-03T19:30Z [----] followers, 35K engagements


"Shoutout Sunday 🙌 Inspired by the great work of @TacticzH I'm starting my own SO tradition. Im dedicating this SO to accounts 1K followers and below with GREAT community engagement: @6figurecheck all around @accounting_ds on $NBIS and $CIFR @BagelC47 on $NBIS $IREN and $LMND @BobbyFinanceX who just joined X @genZinvest0r on original $NBIS content @investingbyGenZ all around @OGCapital25 all around did great research on $LMND and $ROOT + anyone Ive forgotten to mention 😅 Give them all a follow and drop your favorite accounts below so we can keep the 🫶 going"  
[X Link](https://x.com/TheEUInvestor/status/1974864788925890690)  2025-10-05T15:50Z [----] followers, [----] engagements


"$LMND tanked 10% yesterday because of Chinese tariffs and rare earth metal export restrictions (make it make sense) $LMND has a beta of [----] if you dont enjoy rollercoasters🎢 then you have no business being on this ride Breaking: $LMND a Chinese insurance company getting hit HARD off after Trump hints at more China tariffs coming soon. https://t.co/DaxibsNe8O Breaking: $LMND a Chinese insurance company getting hit HARD off after Trump hints at more China tariffs coming soon. https://t.co/DaxibsNe8O"  
[X Link](https://x.com/TheEUInvestor/status/1976993313686503480)  2025-10-11T12:48Z [----] followers, 16.6K engagements


"@alc2022 Back of the napkin works if you need to calculate it out to the last decimal point then its likely to not be that great an investment"  
[X Link](https://x.com/TheEUInvestor/status/1978503174467063977)  2025-10-15T16:48Z [----] followers, [----] engagements


"@QualityInvest5 You can DCA its not gold going up its the dollar going down. Its not an investment its value preservation. Hard to time though indeed its one of my best performing positions 😅"  
[X Link](https://x.com/TheEUInvestor/status/1978889989728379010)  2025-10-16T18:25Z [----] followers, [---] engagements


"$NBIS - Beyond ClickHouse Nebius stake in Toloka could also become a major value driver. Toloka powers leading AI labs cloud platforms and enterprise AI teams with expertly curated training data human evaluations and redteam safety assessments for LLMs VLMs coding models and agentic systems. Its backed not only by $NBIS but also by Bezos Expeditions (Jeff Bezoss investment arm) and Mikhail Parakhin CTO at $SHOP who is also Tolokas Executive Chairman. With an estimated [----] ARR of $5070M exposure to an exponentially expanding AI data market and a roster of AAA customers 👇 theres substantial"  
[X Link](https://x.com/TheEUInvestor/status/1979585583547556049)  2025-10-18T16:29Z [----] followers, [----] engagements


"$NBIS CEO Arkady Volozh owns 13% of Nebius shares and holds 55% of the voting power Full alignment full control and stake worth north of $4B"  
[X Link](https://x.com/TheEUInvestor/status/1984617821213770235)  2025-11-01T13:45Z [----] followers, 32.2K engagements


"$UBER expenses are up substantially that $479M legal charge definitely had an impact a reminder that $UBER is still a low margin business. Zooming out though margin have been trending upwards and legal one-off aside $UBER is firing on all cylinders. The thesis remains intact"  
[X Link](https://x.com/TheEUInvestor/status/1985812932748333563)  2025-11-04T20:54Z [----] followers, [----] engagements


"@mvcinvesting They said Q4 months ago its now Q4 and theyre opening. Continued execution from $NBIS"  
[X Link](https://x.com/TheEUInvestor/status/1986126099722420592)  2025-11-05T17:38Z [----] followers, [----] engagements


"$HIMS stock 📉-24% over the last [--] months. Also over the last [--] months: ✅ $GRAL investment cancer detection ✅ First prescription hair growth gummy ✅ Zava acquisition EU expansion ✅ Non-injectable weight loss kits ✅ Started dating $NVO again ✅ New Testosterone Vertical ✅ New Menopause Vertical ✅ At-home lab testing kit ✅ Did not lose a lawsuit ✅ Became a better deal 🚨 $HIMS IS UNDER $40 FOR THE FIRST TIME IN SIX MONTHS Even after Trump's deal with $LLY and $NVO many are worried that the FDA will ban compounded GLP-1s @Ashwinreads is doubling down: "Compounded GLP-1s aren't going anywhere.""  
[X Link](https://x.com/TheEUInvestor/status/1986869616745058358)  2025-11-07T18:53Z [----] followers, [----] engagements


"@moninvestor I keep forgetting to do Step 3"  
[X Link](https://x.com/TheEUInvestor/status/1986925816664469758)  2025-11-07T22:36Z [----] followers, [----] engagements


"I compared $NBIS $IREN and $CRWV using my self-developed "AI Full-Stack Model" (results 👇). Conveniently this framework clearly shows why $NBIS is my top pick in the space. It was designed to help me understand the competitive differences among neoclouds and how they differ from traditional DC real estate players like $EQIX. I genuinely look forward to your feedback so we can refine this model further. Hope you like it"  
[X Link](https://x.com/TheEUInvestor/status/1987540486282699245)  2025-11-09T15:19Z [----] followers, [----] engagements


"$NBIS the New Jersey DC at the center of the $MSFT looks very well advanced in this Reddit post from 51d ago👇 If someone could front run any official launch announcements by driving to Vineland to check out the status and report back that would be great. Ideally before earnings tomorrow 😆"  
[X Link](https://x.com/TheEUInvestor/status/1988020774192497133)  2025-11-10T23:07Z [----] followers, [----] engagements


"$NBIS CEO Arkady Volozh made it clear during the Earnings Call that the mega-deal contracts are complementary to the core AI cloud business a source of finance and path to scale. From the Earnings Report we are continuing to build a pipeline of new software and services which we believe will provide deep moats and differentiate Nebius from other cloud companies. This is why $NBIS is my favorite pick in the space"  
[X Link](https://x.com/TheEUInvestor/status/1988236367009112106)  2025-11-11T13:24Z [----] followers, [----] engagements


"$HIMS Labs is a paradigm shift: ✅ Clear interactive test results in-app with a nice UI ✅ Doctor-developed Action Plan to address issues with HIMS products 😉 ✅ Proprietary Biological Age estimation based on your results ✅ A subscription offering applying the tech SaaS model at a great price And this comes at the perfect time when health insurance premiums are skyrocketing and a record number of people are expected to drop their coverage The risk-reward is very compelling here"  
[X Link](https://x.com/TheEUInvestor/status/1989631182988877835)  2025-11-15T09:46Z [----] followers, [----] engagements


"$NBIS there are 120+ Emerging Neoclouds according to @SemiAnalysis_ 🤯. With so many players differentiation is the name of the game to avoid commoditization. This only strengthens my conviction that Nebiuss full-stack AI-optimized cloud services approach is the right path forwardand why this Neocloud Giant is poised to become a Neocloud Hyperscaler. Watch this space. $CRWV $IREN $APLD $RIOT $CIFR $WULF $HUT $CLSK $HIVE $WYFI $WLAC $DGXX $SLNH"  
[X Link](https://x.com/TheEUInvestor/status/1990060118994505966)  2025-11-16T14:11Z [----] followers, 13.6K engagements


"$SLNH in their latest earnings provided an update regarding their highly anticipated first AI/HPC focused Project Kati 2👇 Progress Theyve found a development partner and have started marketing the site to customers amid overwhelming interest that has got Soluna to explore ways to increase capacity on the site. Positive 👌 We even got a concrete go-live date range of end [----] to beginning [----] slightly later than my mid to end [----] estimate which is less positive Soluna (NASDAQ: $SLNH) reports Q325 results: 📈 Revenue 37% QoQ 💰 Gross profit to 28% 💵 Record $60M in cash reserves Were scaling"  
[X Link](https://x.com/TheEUInvestor/status/1990542784504218000)  2025-11-17T22:09Z [----] followers, [----] engagements


"Most likely companies to IPO before [----] according to Polymarket👇 Once Upon a Farm ➡ 88% Cerebras ➡ 80% SpaceX ➡ 74% Discord ➡ 61% Deel ➡ 54% Anduril ➡ 49% Anthropic ➡ 49% Databricks ➡ 44% Stripe ➡ 36% Freddie Mac ➡ 34% Fannie Mae ➡ 28% OpenAI ➡ 28% Mistral AI ➡ 16% Vanta ➡ 14% Glean ➡ 14% Ripple ➡ Labs 14% Brex ➡ 14% Applied Intuition ➡ 13% Celonis ➡ 13% Ramp ➡ 12% Remote ➡ 11% Rippling ➡ 9% xAI ➡ 7% Which you would be most excited by Ill go first 🥁 Fannie Mae and Freddie Mac 😂 On a serious note its hard to pick one Id be most interested by SpaceX Anduril Anthropic Databricks OpenAI and"  
[X Link](https://x.com/TheEUInvestor/status/2008291435452191103)  2026-01-05T21:36Z [----] followers, [----] engagements


"@LiebermanAustin Will add if it gets to the 110s the high SBC needs to be compensated for"  
[X Link](https://x.com/TheEUInvestor/status/2014447626649756009)  2026-01-22T21:18Z [----] followers, [---] engagements


"The Duolingo English Test (DET) is accepted as proof of English proficiency by 6000+ institutions MIT Harvard Princeton you name it. Check it out for yourself 👇 $DUOL"  
[X Link](https://x.com/TheEUInvestor/status/2015118239093723428)  2026-01-24T17:43Z [----] followers, [----] engagements


"@Mr_Derivatives Start of crypto winter if we are to follow [--] year cycle history. Next up cycle would be closer to the next halving in April [----]. A bull run now would be a surprise for me"  
[X Link](https://x.com/TheEUInvestor/status/2015123453158822267)  2026-01-24T18:04Z [----] followers, [---] engagements


"@thewealthtrap @NewcomerInvest Already a holder and indeed its top of the candidates to add to holding off until the 110s but now is a good time to add and may have a small nibble"  
[X Link](https://x.com/TheEUInvestor/status/2015691771120869421)  2026-01-26T07:42Z [----] followers, [--] engagements


"@DimitryNakhla Waiting for the $110s to add to my existing position it might never come"  
[X Link](https://x.com/TheEUInvestor/status/2015849202304143857)  2026-01-26T18:07Z [----] followers, [---] engagements


"@TheLongInvest $OSCR down AH but theyre not impacted. Should correct back up"  
[X Link](https://x.com/TheEUInvestor/status/2015922871957180451)  2026-01-26T23:00Z [----] followers, [----] engagements


"@investseekers Just realized $NVO is 25% of the index"  
[X Link](https://x.com/TheEUInvestor/status/2016063769709776969)  2026-01-27T08:20Z [----] followers, [---] engagements


"@StockSavvyShay Multiple contraction in action"  
[X Link](https://x.com/TheEUInvestor/status/2018308140052136327)  2026-02-02T12:58Z [----] followers, [----] engagements


"@Mr_Derivatives Now trading at a P/OCF of 20"  
[X Link](https://x.com/TheEUInvestor/status/2018376183755223222)  2026-02-02T17:29Z [----] followers, [---] engagements


"$PLTR will it continue growing at +50% for the next [--] years If the answer is YES then $PLTR is a BUY $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr"  
[X Link](https://x.com/TheEUInvestor/status/2018454276847333746)  2026-02-02T22:39Z [----] followers, [----] engagements


"@DividendDynasty If we all chip in a grand we can take $PYPL private 😆"  
[X Link](https://x.com/TheEUInvestor/status/2018454641932128504)  2026-02-02T22:41Z [----] followers, [---] engagements


"@Quartr_App @eliano @BrettKrieger12 @DailyPalantir @arny_trezzi @PLTRs_Palantir @alc2022 @amitisinvesting @DominicRinaldi9 @em013L @MikeLongTerm US commercial overtaking government in total revenues and growing 137% 🤯"  
[X Link](https://x.com/TheEUInvestor/status/2018455363541143823)  2026-02-02T22:43Z [----] followers, [---] engagements


"@Quartr_App @eliano @BrettKrieger12 @DailyPalantir @arny_trezzi @PLTRs_Palantir @alc2022 @amitisinvesting @DominicRinaldi9 @em013L @MikeLongTerm Palantir might even be a buy 👇 $PLTR will it continue growing at +50% for the next [--] years If the answer is YES then $PLTR is a BUY $PLTR will it continue growing at +50% for the next [--] years If the answer is YES then $PLTR is a BUY"  
[X Link](https://x.com/TheEUInvestor/status/2018456004556435862)  2026-02-02T22:46Z [----] followers, [---] engagements


"@Mr_Derivatives Its a bloodbath wish it wasnt during earnings season though makes it tricky to make moves for stocks yet to report"  
[X Link](https://x.com/TheEUInvestor/status/2018755136932188572)  2026-02-03T18:35Z [----] followers, [----] engagements


"Etsy Inc. is buying back +12% of its $6.67B market cap every year 🤯 $ETSY"  
[X Link](https://x.com/TheEUInvestor/status/1948649204873589142)  2025-07-25T07:39Z [----] followers, [---] engagements


"Goldman Sachs updated its European Conviction List today adding: ✅ LVMH (EPA: $LVMH) ✅ ING Groep (AS: $INGA) ✅ Atlas Copco (ST: $ATCOa) Happy to see LVMH $MC getting some love from analysts lately"  
[X Link](https://x.com/TheEUInvestor/status/1940111904204366087)  2025-07-01T18:14Z [----] followers, [----] engagements


"@alc2022 Exactly PROACTIVE medicine just posted about why I think this going to be huge $HIMS just invested in the holy $GRAIL of multi-cancer early detection (MCED) Who just announced incredible results for their Galleri test Quick on Galleri: one blood draw checks for a shared cancer signal across 50+ cancers (including ones we dont screen for today) see👇 https://t.co/ZhdnEU1pG2 $HIMS just invested in the holy $GRAIL of multi-cancer early detection (MCED) Who just announced incredible results for their Galleri test Quick on Galleri: one blood draw checks for a shared cancer signal across"  
[X Link](https://x.com/TheEUInvestor/status/1980356686625042764)  2025-10-20T19:33Z [----] followers, [---] engagements


"@SimeonResearch_ @illyquid Looking at the Greek infrastructure stocks Piraeus Port and Athens Airport. If dividend taxes werent so high in Belgium I wouldve owned those. Theyre the only ones Ive looked into"  
[X Link](https://x.com/TheEUInvestor/status/1994171187409064087)  2025-11-27T22:27Z [----] followers, [---] engagements


"@ZirpCapital360 @patientinvestor Not sure $HOOD must be up there @grok"  
[X Link](https://x.com/TheEUInvestor/status/2012959818718281992)  2026-01-18T18:46Z [----] followers, [--] engagements


"Stocks bought over the last month: ➡ $PYPL PayPal ➡ $NBIS Nebius ➡ $HIMS Hims & Hers Stocks Im considering right now: ➡ $NBIS Nebius (add) ➡ $ADBE Adobe (new) ➡ $PTRN Pattern Group (new) What about you What were your recent buys and which are you considering in the short term https://twitter.com/i/web/status/1969904302140346656 https://twitter.com/i/web/status/1969904302140346656"  
[X Link](https://x.com/TheEUInvestor/status/1969904302140346656)  2025-09-21T23:19Z [----] followers, [---] engagements


"Some heavily shorted stocks keeping $HIMS company (ranked by short %) 🩳 $HTZ Hertz: 50% short market cap $2B 🩳 $HIMS Hims & Hers: 35% short market cap $11.5B 🩳 $RKT Rocket Companies: 32% short $22B market cap 🩳 $CLSK CleanSpark 31% short $2.5B market cap 🩳 $LMND Lemonade: 30% short market cap $2.25B 🩳 $GRPN Groupon: 27% short $1B market cap How can $HIMS and $LMND be in the same category as the others 🤯 🚀 Mother of all short squeezes coming https://twitter.com/i/web/status/1921682043680755950 https://twitter.com/i/web/status/1921682043680755950"  
[X Link](https://x.com/TheEUInvestor/status/1921682043680755950)  2025-05-11T21:41Z [----] followers, [---] engagements


"$UBER is more exposed to the global future of mobility than $TSLA. Period. 🚚 Uber owns a 14% stake in Grab Southeast Asias leading ride-hailing and delivery platform. 🚖 Its 18% stake in Didi Global $DIDIY gives Uber a foothold in the Chinese mobility market 🚕 It recently invested $100 million in WeRide (China) a leading Chinese autonomous driving robotaxi company. 🛻 It sold its self driving unit to Aurora Innovation $AUR in which it holds a 26% stake. Self-driving freight trucks anyone 🚁 It acquired a stake in Joby Aviation maker of electric vertical takeoff and landing (eVTOL) aircraft"  
[X Link](https://x.com/TheEUInvestor/status/1928536907094360099)  2025-05-30T19:40Z [----] followers, [---] engagements


"Decided to compare $SoFi with new entrant Chime Financial $CHYM and European fintech peers Wise plc $WPLCF and Revolut (private). Lets go 👇 SoFi (Q1-25) 🙋♂10.9M members up 34% 🏦 $ 16.5B market cap 💵 $2.77B revenues 🤑 [--] P/S 🏧 $27.3B in deposits 💰 $2.5K balance per customer Chime Financial (Q1-25) 🙋♂8.6M active members up 22% 🏦 $ 13.5B market cap 💵 $1.8B in revenues 🤑 [---] P/S 🏧 $7B in total deposits 💰 $815 balance per customer Wise (Q1-25) 🙋♂15.6M customers up 21% 🏦 $14.5B market cap 💵 $2.13B revenues 🤑 [--] P/S 🏧 $23B in customer balances 💰 $1500 balance per customer Revolut"  
[X Link](https://x.com/TheEUInvestor/status/1933576825994949100)  2025-06-13T17:26Z [----] followers, [----] engagements


"$NBIS announced in June that it plans to launch its first major GPU cluster facility in the UK located just outside London early in the fourth quarter The time has come We should expect a positive announcement very soon and a whole set of new UK-based customers for Nebius"  
[X Link](https://x.com/anyuser/status/1977047260359016818)  2025-10-11T16:22Z [----] followers, 34.9K engagements


"@SimeonResearch_ $ANTA Antalpha Platform Holding Company"  
[X Link](https://x.com/TheEUInvestor/status/1980711161826800017)  2025-10-21T19:01Z [----] followers, [---] engagements


"@oguzerkan Nice list Bullish $AMZN $PYPL Legacy Education and InPost Im going to research further. Thanks for sharing"  
[X Link](https://x.com/TheEUInvestor/status/2006411903229136966)  2025-12-31T17:07Z [----] followers, [---] engagements


"$HIMS is getting more company with a new digital health player on the block Omada Health $OMDA. It recently filed for an IPO worth around $1.1B at IPO price. Heres what it does: 🧐 Focus - virtual care programs for chronic conditions like prediabetes diabetes and hypertension. 🧘♀Approach - combines human coaching connected devices and personalized lessons to help users build healthy habits. 📊 Business Model - serves over [----] customers and supports [------] members focusing on the over [---] million Americans having at least one chronic condition. This follows the debut of Hinge Health $HNGE in"  
[X Link](https://x.com/TheEUInvestor/status/1930873203729043827)  2025-06-06T06:23Z [----] followers, [----] engagements

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