#  @TheRayMyers Ray Myers No specific recent news about Ray Myers is available in the provided context. The context appears to be a collection of stock-related tweets and analysis from various authors, focusing on different companies and their market performance. ### Engagements: [------] [#](/creator/twitter::1451630632799440898/interactions)  - [--] Week [---------] +111% - [--] Month [---------] +120% - [--] Months [----------] +245% - [--] Year [----------] +727% ### Mentions: [--] [#](/creator/twitter::1451630632799440898/posts_active)  - [--] Week [---] +17% - [--] Month [---] +58% - [--] Months [-----] +20% - [--] Year [-----] +8.20% ### Followers: [------] [#](/creator/twitter::1451630632799440898/followers)  - [--] Week [------] +2.30% - [--] Month [------] +21% - [--] Months [------] +158% - [--] Year [------] +587% ### CreatorRank: [-------] [#](/creator/twitter::1451630632799440898/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #2003 [finance](/list/finance) 35.32% [technology brands](/list/technology-brands) 34.89% [cryptocurrencies](/list/cryptocurrencies) #847 [countries](/list/countries) 3.83% [automotive brands](/list/automotive-brands) #1859 [fashion brands](/list/fashion-brands) 2.13% [currencies](/list/currencies) 0.85% [celebrities](/list/celebrities) 0.85% [social networks](/list/social-networks) 0.85% **Social topic influence** [$iren](/topic/$iren) #13, [ai](/topic/ai) 19.15%, [$nbis](/topic/$nbis) #9, [$nvo](/topic/$nvo) #4, [$oscr](/topic/$oscr) #2, [$sofi](/topic/$sofi) #9, [$hims](/topic/$hims) #130, [$pypl](/topic/$pypl) #623, [business](/topic/business) #2610, [$zeta](/topic/$zeta) #7 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@yoki_sgn](/creator/undefined) [@r1chardmaur1ce](/creator/undefined) [@longinvest32](/creator/undefined) [@tacticzh](/creator/undefined) [@mikefritzell](/creator/undefined) [@investorcity4u](/creator/undefined) [@investingvisual](/creator/undefined) [@jayjaygofast](/creator/undefined) [@oldsaltworks](/creator/undefined) [@uboat159](/creator/undefined) [@donpalermo5](/creator/undefined) [@kourtneygans](/creator/undefined) [@proximacent369](/creator/undefined) [@_melonbird](/creator/undefined) [@prjowntime](/creator/undefined) [@marinojo13](/creator/undefined) [@melonbird](/creator/undefined) [@zackstackskap](/creator/undefined) [@serranoreymiami](/creator/undefined) **Top assets mentioned** [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Novo-Nordisk (NVO)](/topic/$nvo) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [RAI Finance (SOFI)](/topic/$sofi) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [ZetaChain (ZETA)](/topic/$zeta) [NuCypher (NU)](/topic/$nu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [MercadoLibre Inc (MELI)](/topic/$meli) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [DLocal Limited (DLO)](/topic/$dlo) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Adobe, Inc. (ADBE)](/topic/$adbe) [Advanced Micro Devices (AMD)](/topic/$amd) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Sea Limited (SE)](/topic/$se) [AppLovin Corporation (APP)](/topic/$app) [The Root Network (ROOT)](/topic/$root) [Duolingo, Inc. (DUOL)](/topic/$duol) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Now Coin (NOW)](/topic/$now) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Salesforce Inc (CRM)](/topic/$crm) [WhiteFiber, Inc. (WYFI)](/topic/$wyfi) [UiPath, Inc. (PATH)](/topic/$path) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Intuit Inc. (INTU)](/topic/$intu) [Micron Technology, Inc. (MU)](/topic/$mu) [Bitcoin (BTC)](/topic/$btc) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Nike Inc (NKE)](/topic/$nke) [Starbucks Corporation (SBUX)](/topic/$sbux) [Sandisk Corporation (SNDK)](/topic/$sndk) [Alibaba Group (BABA)](/topic/$baba) [Eli Lilly and Company (LLY)](/topic/$lly) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Workday Inc (WDAY)](/topic/$wday) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) ### Top Social Posts Top posts by engagements in the last [--] hours "5/ $NU Nu is bringing modern financial services to unbanked populations in Latin America. Their technology-driven low-cost model enables fast growth and huge profits. - 127M Customers - Path to 300M in a decade - Active in Brazil Mexico and Colombia - Expanding to the US - $38.8B in Deposits - $30.4B in Customer Loans - 70% Growth in ARPU in [--] years. The first phase was acquiring hundreds of millions of customers AI Private Banker is the second phase. A personalized intelligent advisor embedded directly into its mobile app. Great financial advice is no longer reserved for the 1%. Now everyone" [X Link](https://x.com/TheRayMyers/status/2019480342218879220) 2026-02-05T18:36Z 21.1K followers, [----] engagements "3/ $DLO Operating leverage in action 📈 Revenues: +1637% 📉 Opex: +720%" [X Link](https://x.com/TheRayMyers/status/2021668651774922918) 2026-02-11T19:32Z 21.1K followers, [----] engagements "🚨 $NBIS $16-20B CAPEX GUIDANCE FOR 2026🚨 INSANE 🚀" [X Link](https://x.com/TheRayMyers/status/2021937089592394064) 2026-02-12T13:19Z 21.1K followers, [----] engagements "15/ ARM $ARM is fueling the robotics revolution by delivering the IP behind architectures that power billions of intelligent devices. Arms low-power high-performance CPU and GPU architectures enable system-on-chip (SoC) designs with great efficiency. Arm processors give robots the ability to run AI workloads process sensor data and execute real-time control. Their services make the development of autonomous drones delivery bots and industrial robots viable and more affordable. As the robotics industry expands globally Arms technology is poised to underpin it" [X Link](https://x.com/TheRayMyers/status/1964381783031534052) 2025-09-06T17:34Z 20.9K followers, [----] engagements "📶Astera Labs One Pager $ALAB +8% YTD 🟢 Supplier of specialised AI connectivity solutions and networking equipment. - Strong Margins - Insane Demand - 805% Revenue Growth - 39% [----] EPS CAGR - Demanding Valuation - 26% Below Consensus Price Target" [X Link](https://x.com/TheRayMyers/status/1994482749831328107) 2025-11-28T19:05Z 20.8K followers, [----] engagements "Which portfolio will have the best return in [--] years A: - $TTD - $PYPL - $NVO - $ADBE - $DUOL B: - $NBIS - $IREN - $CIFR - $WYFI - $CRVW C: - $NU - $PGY - $SOFI - $WISE - $ADYEN D: - $ASTS - $HIMS - $TSLA - $OSCR - $ROOT E: - $SE - $NU - $DLO - $MELI - $GRAB" [X Link](https://x.com/TheRayMyers/status/2002820678035103909) 2025-12-21T19:17Z 20.8K followers, 18.6K engagements "Which name from each basket will have the best return in [--] years Fallen Angels: - $TTD - $PYPL - $NVO - $ADBE - $DUOL AI Infra: - $NBIS - $IREN - $CIFR - $CRVW Fintech: - $NU - $PGY - $SOFI - $DAVE - $ADYEN Disruptors: - $ASTS - $HIMS - $TSLA - $OSCR - $ROOT AI Applications: - $ZETA - $APP - $PLTR - $GOOGL Emerging Markets: - $SE - $NU - $DLO - $MELI - $GRAB https://twitter.com/i/web/status/2008256736226857060 https://twitter.com/i/web/status/2008256736226857060" [X Link](https://x.com/TheRayMyers/status/2008256736226857060) 2026-01-05T19:18Z 20.9K followers, 18K engagements "🔟 Companies I would buy right now: - $NU - $DLO - $NVO - $SOFI - $MELI - $NBIS - $IREN - $ZETA - $HROW - $GOOGL 🔟 Companies I wouldn't: - $PEP - $TTD - $XYZ - $NKE - $PLTR - $HIMS - $ADBE - $SBUX - $OKLO - $CRVW" [X Link](https://x.com/TheRayMyers/status/2011492579175440494) 2026-01-14T17:36Z 21K followers, 13.2K engagements "6 Undervalued Stocks with a P/S [--] 1/ Oscar Health $OSCR P/S [---] "Never waste a good Crisis." Mark Bertolini As Trump's Big Beautiful Bill creates chaos in the system Oscar can be the one to use that chaos as a ladder. "Oscar is a Pirate ship in a sea full of Spanish galleons full of Gold. We are ready to take their business." They are changing health insurance by combining technology data and member-first design to transform how people access and experience healthcare. Health insurance is a fragmented system that's difficult to navigate costly to manage and frustrating for patients. Legacy" [X Link](https://x.com/TheRayMyers/status/2011879953663455695) 2026-01-15T19:15Z 21K followers, 11.5K engagements "5/ Golden Matrix Group $GMGI P/S [---] $GMGI is a $103M gambling small cap that trades for a very affordable valuation largely because of the temporary losses and the higher risk nature of its business. However in my view $GMGI is in a good position to grow in the fast-growing online gaming market. The company has a B2B gambling business that supplies white-label platforms that allow casinos and sportsbooks to launch and operate and run online casinos. But also GMGI is expanding into the higher-margin B2C consumer gaming segment through online casinos and sportsbooks in emerging markets in" [X Link](https://x.com/TheRayMyers/status/2011879995161948287) 2026-01-15T19:15Z 21K followers, [----] engagements "6/ Greggs $GRG P/S [---] Greggs is the UKs leading food-on-the-go bakery operating thousands of shops that sell freshly prepared pastries sandwiches and hot food at affordable prices. Its dense national footprint strong brand recognition and growing digital and delivery presence make it a daily staple for millions of customers. Despite resilient demand and continued sales growth Greggs valuation reflects near-term margin pressure from wages and input costs. The market appears to be underestimating the durability of its value proposition and its ability to normalise margins as cost inflation" [X Link](https://x.com/TheRayMyers/status/2011880003105898869) 2026-01-15T19:15Z 21K followers, [----] engagements "http://x.com/i/article/2012728757166186496 http://x.com/i/article/2012728757166186496" [X Link](https://x.com/TheRayMyers/status/2013201584369602725) 2026-01-19T10:47Z 21.1K followers, 221.9K engagements "In my opinion these [--] stocks will handily beat the S&P [---] in the next [--] years: - $SE - $NU - $DLO - $APP - $PGY - $HITI - $MELI - $SOFI - $NVO - $IREN - $NBIS - $ZETA - $GRAB - $RBRK - $PATH - $META - $OSCR - $ROOT - $HROW - $GOOGL" [X Link](https://x.com/TheRayMyers/status/2013335486287253705) 2026-01-19T19:39Z 21K followers, 27.1K engagements ""The Monetary Order is Breaking Down" Ray Dalio from Davos Dalio highlights that the gold market outperformed tech and US markets recently hitting record levels as central banks and sovereign wealth funds use it as a diversifier. Trump is destroying the power of the USD He also explains that current events are analogous to historical cycles where high debt levels and geopolitical conflicts lead even allies to prefer "hard currency" over debt assets like bonds. For a neutral investor Dalio suggests a diversified portfolio where gold represents 5% to 15% of the total. He personally favors" [X Link](https://x.com/TheRayMyers/status/2013617977241821254) 2026-01-20T14:21Z 21.1K followers, 50.8K engagements "4/ $DLO DLocal is a cross-border payments platform enabling global enterprises to transact seamlessly in emerging markets through a single API. - Active in 40+ Countries - Hundreds of payment methods - $35B TPV growing 50% - Path to $200B in TPV - An insane 157% TPV Retention - Dirt cheap at [--] P/E https://twitter.com/i/web/status/2013661738185510931 https://twitter.com/i/web/status/2013661738185510931" [X Link](https://x.com/TheRayMyers/status/2013661738185510931) 2026-01-20T17:15Z 21K followers, 56.2K engagements "5/ $OSCR Oscar Health is a technology-first health insurance platform focused on delivering a more efficient consumer-centric healthcare experience. - 2.1M Members - Active in [--] States - Path to [--] States and 5M+ Members - 201% 3-year Revenue Growth - Guided for return to profitability in [----] - Clear path to grow for a decade plus by being the most affordable health insurance with the best user experience https://twitter.com/i/web/status/2013661744980189261 https://twitter.com/i/web/status/2013661744980189261" [X Link](https://x.com/TheRayMyers/status/2013661744980189261) 2026-01-20T17:15Z 21K followers, 53.6K engagements "Ladies and Gentlemen I Present $DAVE a Tiny But Fierce Fintech Neobank. $DAVE +1987% 3Y 🚀 🚀 🚀 +114% 1Y 🟢 🟢 🟢 - Strong Margins - Growing Loan Book - 13% [----] EPS CAGR - Reasonable Valuation - 39% Below Consensus Price Target" [X Link](https://x.com/TheRayMyers/status/2013690833287922087) 2026-01-20T19:11Z 21K followers, [----] engagements "The Worlds Most Used E-commerce Apps - $AMZN 651.7M - $SE Shopee 392.8M - $PDD Temu 246.4M - Shein 215.1M - $MELI 125M $MELI and $SE are dominating their region. Southeast Asia is growing rapidly. Imagine the profits $SE will print once it develops. Bullish" [X Link](https://x.com/TheRayMyers/status/2013704153206329504) 2026-01-20T20:04Z 20.8K followers, [----] engagements "@marinojo13 I haven't looked into Eos Energy what's special about them" [X Link](https://x.com/TheRayMyers/status/2014184201340465647) 2026-01-22T03:51Z 21K followers, [----] engagements "Ladies and Gentlemen I Present $LMND The Auto Insurance Partner for $TSLA FSD. 🚗 🧠 💸 $LMND +525% 3Y 🚀 🚀 🚀 +27% YTD 🟢 🟢 🟢 Tesla is collaborating to launch Lemonade Autonomous Car insurance. This is an endorsement of Teslas Full Self-Driving safety. Lemonade has integrated directly with Teslas vehicle telemetry to offer significantly lower rates for miles driven using autonomous software. - 50% Rate reduction for FSD Miles - Direct API Integration - $LMND is getting data for free https://twitter.com/i/web/status/2014768184964927784 https://twitter.com/i/web/status/2014768184964927784" [X Link](https://x.com/TheRayMyers/status/2014768184964927784) 2026-01-23T18:32Z 20.7K followers, [----] engagements "Which portfolio would you choose 🤖AI - $PLTR - $IREN - $NVDA - $NBIS - $CRWV 💎Undervalued Quality - $GOOGL - $META - $NVO - $LVMH - $AMZN 📈Disruptors - $NU - $HIMS - $LMND - $OSCR - $ROOT 👑Monopolies - $V - $MA - $ASML - $INTU - $SPGI" [X Link](https://x.com/TheRayMyers/status/2015123260443164711) 2026-01-24T18:03Z 20.9K followers, 27.9K engagements "My Favourite Businesses: AI Infra- $IREN $NBIS AI Applications- $ZETA $GOOGL $APP $PATH Insurance- $ROOT $OSCR Cybersecurity- $RBRK $S E-commerce- $MELI $SE $AMZN Fintech- $SOFI $NU $DLO Healthcare- $NVO $HROW $TMDX Transportation- $UBER $GRAB Chips- $AMD $ASML $AVGO" [X Link](https://x.com/TheRayMyers/status/2015489165836575167) 2026-01-25T18:17Z 20.9K followers, 15.4K engagements "$SOFI is reporting earnings next week. Analysts expect: - $982M Revenue +33% 🟢 - $306M EBITDA +54% 🟢 - $150M Net Income -55% - $0.12 EPS -63% $SOFI consistently beat analyst estimates by how much will they beat it this time" [X Link](https://x.com/TheRayMyers/status/2015501002644840622) 2026-01-25T19:04Z 20.7K followers, 11.5K engagements "Elon Musk has predicted that orbital industries and businesses will surpass the value of the Earth in the future. Who will capture that value $RKLB $ASTS $BA $AIR $PL" [X Link](https://x.com/TheRayMyers/status/2015817854113796267) 2026-01-26T16:03Z 20.7K followers, [----] engagements "Names with a great start of the year: 🟢 $SNDK +105% 🟢 $BE +67% 🟢 $APLD +66% 🟢 $ASTS +49% 🟢 $IREN +50% 🟢 $CRWV +45% 🟢 $GLXY +43% 🟢 $MU +40% 🟢 $ASML +30% 🟢 $RKLB +27% 🟢 $NVO +22% 🟢 $OKLO +22% 🟢 $CELH +22% 🟢 $AMD +21% 🟢 $BABA +18% 🟢 $NBIS +17%" [X Link](https://x.com/TheRayMyers/status/2015852073858818321) 2026-01-26T18:19Z 20.8K followers, [----] engagements "Tom Lee: "We still like the Mag7 and the Megacaps". $TSLA $NVDA $META $MSFT $AMZN $GOOGL $AAPL $AVGO $TSLA $MU $AMD He likes the Mag7 for its strong earnings visibility but he sees better relative value in the underloved sectors this year. Lee identifies energy and basic materials as his top picks for [----]. He bases this on historical data showing that when these sectors underperform for five years as they have recently it often marks a major turning point higher. Furthermore he expects small caps to benefit from a dovish Fed a potential wave of M&A activity and the ISM manufacturing index" [X Link](https://x.com/TheRayMyers/status/2015868484631069010) 2026-01-26T19:24Z 20.7K followers, 10.1K engagements "2/ ADJ EBITDA This is a key metric and a proxy for FCF. $SOFI guided for $1035B for [----]. So far in [----] they have earned $736M. $299M to reach the guide would imply 51% Y/Y growth" [X Link](https://x.com/TheRayMyers/status/2015872461762396291) 2026-01-26T19:40Z 20.8K followers, [---] engagements "2/ Pagaya $PGY A $1.7B market cap AI-powered fintech. The company operates a two-sided network with AI at its core. On one side it partners with credit investors looking to earn income from funding loans. On the other side partners with banks and fintechs to deploy that capital to fund consumer loans. $PGY Business Model is very simple 1) Jane applies for a loan. 2) A bank rejects the loan. 3) It sends the application to $PGY 4) $PGY AI reviews the application 5) If approved Jane gets the loan 6) The money is sent through the Bank 7) But the loan is funded by credit investors 8) Facilitated" [X Link](https://x.com/TheRayMyers/status/2016213806502813778) 2026-01-27T18:16Z 21K followers, [----] engagements "3/ Dlocal $DLO A $4.3B market cap Uruguayan payments fintech. The company specialises in connecting global businesses with billions of consumers in emerging markets. Their unified payments platform enables companies to transact locally in over [--] countries. DLocals AI-powered infrastructure optimizes transaction routing fraud prevention and currency conversion in real time. This ensures faster cheaper and more reliable payments between merchants and consumers regardless of market or regulatory barriers. For Dlocal customers this means instant access to new markets higher conversion rates and" [X Link](https://x.com/TheRayMyers/status/2016213814916563406) 2026-01-27T18:16Z 21K followers, [----] engagements "4/ High Tide $HITI is a $219M Canadian Cannabis retailer. The company stands as Canada's most rapidly expanding cannabis dispensary currently pushing into the German market while exploring brand licensing opportunities across the United States. While many competitors are still focused on traditional simple dispensary models High Tide is leveraging e-commerce private-label products and Costco-like subscriptions to scale rapidly. With evolving marketplaces throughout Canada America and internationally High Tide is well-situated to capitalize on growing consumer acceptance and favorable" [X Link](https://x.com/TheRayMyers/status/2016213822093005169) 2026-01-27T18:16Z 20.8K followers, [----] engagements "5/ Transmedics $TMDX is a $4.8B organ transplantation medical device technology company. They are taking the SaaS approach pioneered by the software industry and applying it to organ transplantation Organ-as-a-Service offering could revolutionise the organ transplant industry Procuring organs for patients is only part of the puzzle getting them to the hospital in an ideal condition in time for the surgery is a serious challenge. Key bottlenecks include: - Effectiveness of cold storage - Limited organ utilization - Logistical constraints - High cost $TDMX tackles all of them by building a" [X Link](https://x.com/TheRayMyers/status/2016214009737863306) 2026-01-27T18:17Z 20.8K followers, [----] engagements "6/ WhiteFiber $WYFI is a $785M market cap AI Data Center developer. The company has found an interesting niche in the AI Data Centers Brownfield Retrofits 🏗 They take manufacturing facilities with existing energy grid connections and repurpose them as AI Data Centers These data centers are being built [--] times faster and 25-40% cheaper than brand new facilities With this model they can go from Zero to Revenue in months whilst for new projects it takes 2-4 years With a $363B TAM and a valuation of about 4x [----] EBITDA the company is an interesting opportunity." [X Link](https://x.com/TheRayMyers/status/2016214015593095481) 2026-01-27T18:17Z 20.8K followers, [----] engagements "9/ Ondas $ONDS is a $4.7B market cap developer of mission-critical wireless infrastructure and autonomous systems for industrial and defense applications. By delivering secure private broadband networks and advanced autonomous drone platforms Ondas enables organizations to digitize operations automate tasks and operate safely in the most demanding environments. Ondas proprietary FullMAX wireless technology provides long-range high-reliability connectivity for - Industrial IoT - Rail - Utilities - Other critical infrastructure Its autonomous drone systems deliver real-time data surveillance" [X Link](https://x.com/TheRayMyers/status/2016214085256327403) 2026-01-27T18:17Z 21K followers, [----] engagements "Fwd Revenue Growth Estimates: 🚀 $ASTS +1199% 🟢 $NBIS +374% 🟢 $IREN +125% - $NVDA +63% - $DLO +38% - $MELI +37% - $DUOL +38% - $NU +36% - $RKLB +34% - $AMD +32% - $ZETA +28% - $GRAB +22% - $HIMS +18% - $ASML +15% - $GOOGL +14% - $ADBE +10% - $OSCR +6% 🟡 $PYPL +5% 🔴 $TSLA -3% https://twitter.com/i/web/status/2016225550642164060 https://twitter.com/i/web/status/2016225550642164060" [X Link](https://x.com/TheRayMyers/status/2016225550642164060) 2026-01-27T19:03Z 20.8K followers, 29K engagements "10/ Oscar Health $OSCR is a $4.2B health insurance upstart. The company has a technology-first health insurance platform focused on delivering a more efficient consumer-centric healthcare experience. - 2.1M Members - Active in [--] States - Path to [--] States and 5M+ Members - 201% 3-year Revenue Growth - Guided for return to profitability in [----] - Clear path to grow for a decade plus by being the most affordable health insurance with the best user experience https://twitter.com/i/web/status/2016324413717938286 https://twitter.com/i/web/status/2016324413717938286" [X Link](https://x.com/TheRayMyers/status/2016324413717938286) 2026-01-28T01:36Z 21K followers, [----] engagements "In [----] $ASML made 5B from maintenance and services of existing ASML machines. In [----] it was 8.2B. +65% in [--] years" [X Link](https://x.com/TheRayMyers/status/2016401144738697372) 2026-01-28T06:41Z 20.7K followers, [----] engagements "- $NBIS at $98 is better than $CRVW - $IREN at $60 is better than $CRVW - $GOOGL at $335 is still UNDERVALUED - $NVO at $563 is better than $LLY - $GRAB at $4.7 is better than $UBER - $PGY at $21 is better than $PYPL - $ZETA at $20 is better than $TTD - $PATH at $14 is better than $CRM https://twitter.com/i/web/status/2016563251916439703 https://twitter.com/i/web/status/2016563251916439703" [X Link](https://x.com/TheRayMyers/status/2016563251916439703) 2026-01-28T17:25Z 20.9K followers, 30.3K engagements "🟢 $IREN +60% YTD INCREDIBLE There is a lot of speculation that a major announcement is coming Is a $10B deal with $AMZN $MSFT or $GOOGL imminent In preparation for next week's earnings I recommend you check my $IREN Investment Thesis right here on X https://t.co/6ZbmD3zhfx https://t.co/6ZbmD3zhfx" [X Link](https://x.com/TheRayMyers/status/2016583379160809595) 2026-01-28T18:45Z 20.8K followers, [----] engagements "I see a lot of negative sentiment on $GRAB because the stock hasn't done anything Yet all lines are going up - GMV $3.6B 📈 $5.8B - Monthly Users 33.3M 📈 47.7M - Deliveries Revenue $294M 📈 $465M - Mobility Revenue $194M 📈 $317M - Financial Revenue $36M 📈 $90M - EBITDA -$216M 📈 $74M [----] Estimates: - Revenue $4.9B - EBITDA $1B - Net Income $601M https://twitter.com/i/web/status/2016589933947883606 https://twitter.com/i/web/status/2016589933947883606" [X Link](https://x.com/TheRayMyers/status/2016589933947883606) 2026-01-28T19:11Z 21.1K followers, [----] engagements "Part [--] of my $NVO Deep Dive is out How Ozempic Transformed Novo Nordisk Part [--] Brief History and Business Model. Part [--] Management Competitive Advantages Competitors and Risks. Part [--] Opportunities Financial Analysis and a Valuation Model. At the usual place" [X Link](https://x.com/TheRayMyers/status/2016603776887504938) 2026-01-28T20:06Z 20.8K followers, [----] engagements "🚨ALEX CHRISS IS OUT $PYPL" [X Link](https://x.com/TheRayMyers/status/2018661223990968758) 2026-02-03T12:21Z 21K followers, [----] engagements "$PYPL is officially UNINVESTABLE It doesn't matter how cheap it gets They are like Manchester United a once great entity that has lost relevance in their arena because of terrible leadership and poor decisions And $PYPL just fired the coach Just like Manchester United $PYPL is taking the easy way out firing the coach and hoping that a new guy will turn it around. The coach is not the problem the whole organization is rotten and requires a complete rebuild from top to bottom. https://twitter.com/i/web/status/2018663131514392891 https://twitter.com/i/web/status/2018663131514392891" [X Link](https://x.com/TheRayMyers/status/2018663131514392891) 2026-02-03T12:29Z 21K followers, [----] engagements "This $PYPL Guidance is pure 💩 Everything is declining" [X Link](https://x.com/TheRayMyers/status/2018666560013930812) 2026-02-03T12:43Z 21K followers, 14.1K engagements "$PYPL is the inverse $PLTR One is extremely expensive keeps getting more expensive but constantly delivers supreme earnings after supreme earnings. The other is extremely cheap and keeps getting cheaper but constantly delivers worse and worse earnings" [X Link](https://x.com/TheRayMyers/status/2018672113771540489) 2026-02-03T13:05Z 21K followers, [----] engagements "Great analysis on the new $PYPL CEO. After reading the article it seems to me that the board could be preparing to sell the company. They hired the guy that will cut costs and increase margins not innovate. This is who you hire before selling the company. https://t.co/3qMsCrJ1y1 https://t.co/3qMsCrJ1y1" [X Link](https://x.com/TheRayMyers/status/2018714800511955090) 2026-02-03T15:54Z 20.7K followers, [----] engagements "SpaceX set to merge with xAI forming a $1.25T company INSANE 🤯 This move is seen as a way to provide financial stability to xAI which is currently burning a lot of cash by pairing it with the more stable and profitable SpaceX. The merger aligns with SpaceXs recent FCC filing to launch up to a million satellites for a space cloud. The goal is to build AI data centers in space taking advantage of unlimited solar power and cold temperatures for cooling. This merger is being positioned ahead of a planned IPO that could happen as soon as this summer potentially becoming the largest IPO on record." [X Link](https://x.com/TheRayMyers/status/2018723812322214140) 2026-02-03T16:30Z 20.7K followers, [----] engagements "$SOFI is down over 30% from November and the sentiment is terrible. Yet all the lines are going up 📈 - Members 1M 📈 13.7M - Products 1.2M 📈 20.2M - Lending Origination $11.2B 📈 $36.4B - Lending Revenue $434M 📈 $1.85B - Tech Platform Revenue $1M 📈 $450M - Financial Services Revenue $4M 📈 $1.54B - EBIT -$329M 📈 $526M - Net Income -$224M 📈 $481M - EPS -$4.02 📈 $0.42 This is a generational company whose story is far from over https://twitter.com/i/web/status/2018774306801557964 https://twitter.com/i/web/status/2018774306801557964" [X Link](https://x.com/TheRayMyers/status/2018774306801557964) 2026-02-03T19:51Z 21.1K followers, 11.4K engagements "$IREN reports earnings on Thursday Here are [--] catalysts to watch 1/ New Hyperscaller Deals $IREN announced the $9.7B $MSFT deal on November [--] [----] sending the stock up over 20%. This was [--] months ago and in this time the company has made meaningful progress towards building additional capacity. A new hyperscaler deal is expected to be announced at any moment and would be a huge catalyst for the stock. https://twitter.com/i/web/status/2018782370401341605 https://twitter.com/i/web/status/2018782370401341605" [X Link](https://x.com/TheRayMyers/status/2018782370401341605) 2026-02-03T20:23Z 21K followers, 13.8K engagements "3/ New Data Center Locations $IREN has said that they have a 3GW secured power and "multi-GW development pipeline". If $IREN announces an acquisition of a new location from its "multi-GW development pipeline" the stock will moon" [X Link](https://x.com/TheRayMyers/status/2018782387308544332) 2026-02-03T20:23Z 20.8K followers, [----] engagements "5/ Capex Update $IREN just raised billions in convertible notes to fund Capex. Analysts expect capex: - $5.8B for [----] - $2.9B for [----] - $3.8B for [----] These estimates are below what I expect $IREN needs to spend to bring their pipeline online. Likely they will release new guidance for [----] or [----]. If too high the stock could suffer. https://twitter.com/i/web/status/2018782402202435854 https://twitter.com/i/web/status/2018782402202435854" [X Link](https://x.com/TheRayMyers/status/2018782402202435854) 2026-02-03T20:23Z 20.7K followers, [----] engagements "6/ Bonus Point Valuation $IREN has risen over 40% in January now trading for a P/S of [--]. That is high but fair considering the company is expected to grow at 100% per year for a few years" [X Link](https://x.com/TheRayMyers/status/2018782409018204340) 2026-02-03T20:23Z 20.7K followers, [----] engagements "Great analysis of the poor guidance and why $NVO is down 15% today Releasing the earnings report one day early is really strange. $NVO -Novo Nordisk is down 15% today. There is no beating around the bush here. Things are not looking good. I just wrote an emergency update with my thoughts on the lowered guidance and overall press release. Check it out. Link in bio and in the comments below https://t.co/IRMXauTNhT $NVO -Novo Nordisk is down 15% today. There is no beating around the bush here. Things are not looking good. I just wrote an emergency update with my thoughts on the lowered guidance" [X Link](https://x.com/TheRayMyers/status/2018892657146405277) 2026-02-04T03:41Z 20.9K followers, [----] engagements "@rugged_daily Investors shouldn't care about past laurels and focus on the future. The truth is that Apple is a [--] in AI and eventually that will be get reflected in their earnings as they lag behind other who develop very profitable AI products and services" [X Link](https://x.com/TheRayMyers/status/2018940171178451151) 2026-02-04T06:50Z 20.8K followers, [---] engagements "$UBER Revenue grew by 18.3% in [----] - up from 17.96% in [----] - 16.95% in [----] It's quite impressive for a $52B revenue to have an accelerating business. I might need to take a look at this P/FCF of [--] seems cheap" [X Link](https://x.com/TheRayMyers/status/2019028073451081875) 2026-02-04T12:39Z 21K followers, [----] engagements "🟢 $ENPH +24% I sold it at -70% a few years back never thought that this day would come. Is Solar Winter over" [X Link](https://x.com/TheRayMyers/status/2019038530287075475) 2026-02-04T13:21Z 21K followers, [----] engagements "6 Companies I think are great buys: - $NU - $PGY - $SOFI - $IREN - $NBIS - $ZETA [--] Companies that should be avoided like the plague: - $ADBE - $PYPL - $MSTR - $SBUX - $NKE - $DUOL" [X Link](https://x.com/TheRayMyers/status/2019112811448644064) 2026-02-04T18:16Z 21.1K followers, 18.8K engagements "Ladies and Gentlemen I present the AI Infrastructure Giant $IREN Reporting earnings on Thursday $IREN +2264% 3Y 🟢 +41% YTD 🟢 - Strong Bitcoin Earnings - Huge FCF Losses - 3W Capacity Target - 154% [----] EBITDA CAGR - Reasonable Valuation - 38% Below Consensus Price Target" [X Link](https://x.com/TheRayMyers/status/2019118111106957392) 2026-02-04T18:37Z 21.1K followers, 32.1K engagements "$ZETA estimates have increased 🟢 Revenues: 2025: $998M ➡ $1.3B +29% 2026: $1.43B ➡ $1.73B +21% FCF: 2025: $100M ➡ $157M +57% 2026: $150M ➡ $224M +29% Will they go up even more" [X Link](https://x.com/TheRayMyers/status/2019463616475361774) 2026-02-05T17:30Z 20.8K followers, [----] engagements "7/ $NVDA $NVDA is redefining the future of computing by powering the AI revolution with its industry-leading GPUs and CUDA platform. - Best AI Training Chips - CUDA AI coding ecosystem - $500B Backlog - Insane 50%+ Net Margins Originally graphics processors were designed for gaming and visual rendering. While powerful they werent built to handle the massive parallel computations needed for machine learning and AI at scale. With $NVDA the process is much faster its GPUs CUDA software ecosystem and AI-focused hardware like the H200 make training and inference exponentially faster and more" [X Link](https://x.com/TheRayMyers/status/2019480456375181780) 2026-02-05T18:37Z 20.9K followers, [----] engagements "8/ $AMD $AMD is the little cousin of $NVDA that's challenging the status quo in computing by delivering high-performance CPUs GPUs and adaptive processors. - Leading Inference Chips - Accelerating Revenue Growth - 154% FCF Growth $AMD is shifting the landscape its Ryzen and EPYC processors deliver industry-leading efficiency and performance per watt while Radeon GPUs and AI accelerators provide competitive alternatives in gaming data centers and AI workloads. By combining relentless innovation with an open ecosystem $AMD is redefining performance computing and becoming a critical player in" [X Link](https://x.com/TheRayMyers/status/2019480463975330019) 2026-02-05T18:37Z 21.1K followers, [----] engagements "9/ $PLTR Palantir is a SaaS business that's transforming how organizations harness data by delivering AI-powered platforms that turn complexity into actionable intelligence. - $330B Market Cap - 54% FCF Margin - 43% Net Income Margin - 70% Revenue Growth - 767% EPS Growth For decades enterprises and governments struggled with siloed data legacy systems and slow decision-making. Extracting insights required armies of analysts long timelines and custom integrations that often failed to scale. With $PLTR the process is radically different as its AI-powered software platforms integrate seamlessly" [X Link](https://x.com/TheRayMyers/status/2019480493335400716) 2026-02-05T18:37Z 21.1K followers, [----] engagements "11/ $META $META controls the attention of the world. - 3.6B Daily Users - 15% ARPU Growth - 22% Revenue Growth - 41% EBIT Margin A few months ago they announced new smart glasses that could bring a new form factor to the masses. And AI will turbocharge everything Before AI social networks relied on manual sharing and simple algorithms to surface posts and ads. Discovery was limited personalization was shallow and building new digital experiences required years of iteration. Now AI powers Reels and feeds with personalized recommendations enhances ad targeting for unmatched ROI and drives" [X Link](https://x.com/TheRayMyers/status/2019480541695725786) 2026-02-05T18:37Z 21.1K followers, [----] engagements "14/ $TSM While $AMD and $NVDA sell the picks and shovels that power the AI revolution $TSM is the one actually making them. - 72% Foundry Market Share - 90%+ Market Share in AI Chips - 31% Revenue Growth - 54% EBIT Margin (Insane for industrial) For decades chip design and production were vertically integrated with each company making its own chips. This limited innovation slowed production and created enormous barriers to entry. With $TSM the process is radically more efficient The best chip designers like Apple NVIDIA and AMD don't own the factory anymore they focus on innovation while $TSM" [X Link](https://x.com/TheRayMyers/status/2019480717026025795) 2026-02-05T18:38Z 20.9K followers, [----] engagements "15/ $BABA Alibaba is the $AMZN of China using many of the same strategies that propelled Amazon to Western domination in China and the rest of Asia. The company is reshaping Chinas digital economy by combining e-commerce scale fintech innovation and cloud AI infrastructure into one powerful ecosystem. With $BABA the process is radically streamlined Taobao and Tmall connect hundreds of millions of consumers with merchants Alipay powers secure digital payments and financial inclusion and Alibaba Cloud provides AI-driven infrastructure that supports businesses at every scale. AI is fuelling" [X Link](https://x.com/TheRayMyers/status/2019480724043161624) 2026-02-05T18:38Z 21.1K followers, [----] engagements "16/ $MELI Mercado Libre is redefining commerce and finance in Latin America by building the regions most powerful AI-powered e-commerce and fintech ecosystem. - #1 Ecommerce Player in LATAM - 72M Fintech MAUs - 77M Ecom Buyers - $60B Ecom Platform Sales - $253B Payment Volumes Latin American consumers and businesses face a fragmented retail system have limited access to credit and deal with outdated payment systems. Shopping online was unreliable payments were risky and financial inclusion lagged behind global standards. Then $MELI changes everything. Its marketplace connects millions of" [X Link](https://x.com/TheRayMyers/status/2019480730678489324) 2026-02-05T18:38Z 21.1K followers, [----] engagements "17/ $TSLA Elon has put AI at the core of the company aiming to make it THE dominant physical AI company. Furthermore he has made some lofty targets: - $8.5T Market Cap 6x from today - $400B ADJ EBITDA 29x - 20M Vehicles Delivered - 10M FSD Subscriptions - 1M Robotaxis - 1M Tesla Bots For decades industrial robots were limited to rigid repetitive tasks in structured factory settings. Progress toward general-purpose robots slowed down due to hardware constraints high costs and the lack of scalable AI integration. Optimus is designed to operate in dynamic real-world environments learn from" [X Link](https://x.com/TheRayMyers/status/2019480738953929126) 2026-02-05T18:38Z 21.1K followers, [----] engagements "18/ $ISRG Intuitive Surgical pioneered robot-assisted surgery with its DaVinci systems. - 21% Revenue Growth - $8.5B ARR - 36% EBITDA Margin AI-assisted surgery is the logical next level It's da Vinci robotic system enables surgeons to operate with enhanced dexterity and vision through tiny incisions while data and AI-powered insights assist in planning training and improving surgical outcomes. Hospitals benefit from shorter patient stays faster recovery and higher throughput all driving adoption across specialties worldwide. By combining robotics data and AI $ISRG is poised to deliver a" [X Link](https://x.com/TheRayMyers/status/2019480744976879712) 2026-02-05T18:38Z 21.1K followers, [----] engagements "Ladies and Gentlemen I present $GOOGL the Best Company in the world $GOOGL +219% 5Y 🟢 +74% 1Y 🟢 - Strong Margins - Insane $240B Backlog - 206% Growth in Cloud Revenue - 19% [----] FCF CAGR - Affordable Valuation - 4% Below Consensus Price Target" [X Link](https://x.com/TheRayMyers/status/2019486546353688617) 2026-02-05T19:01Z 20.9K followers, [----] engagements "🚨 $IREN HUGE NEWS 🚨 NEW 1.6GW DATA CENTER IN OKLAHOMA" [X Link](https://x.com/TheRayMyers/status/2019518388398141740) 2026-02-05T21:07Z 21.1K followers, 25.2K engagements "$IREN Dan Roberts 🚀 🚀 🚀 With more than 4.5GW of secured power we are able to advance a broad set of opportunities in our pipeline and support the next phase of growth. Our $3.4bn ARR target represents an early stage of monetization relative to the size of our secured power portfolio highlighting the scale of the platform we are building. https://twitter.com/i/web/status/2019520603808579696 https://twitter.com/i/web/status/2019520603808579696" [X Link](https://x.com/TheRayMyers/status/2019520603808579696) 2026-02-05T21:16Z 21.1K followers, 29.4K engagements "$IREN Crash Continues on $BTC Fears 🔴 Yet - Secured $3.6B GPU Financing - 95% of $MSFT GPU needs covered - 140K GPU by end of [----] - $3.4B ARR by end of [----] - New 1.6GW Data Center in Oklahoma - Secured power now at 4.5GW The AI story continues to develop yet the market ignores it because $BTC is down. This is a clear opportunity https://twitter.com/i/web/status/2019521938876514460 https://twitter.com/i/web/status/2019521938876514460" [X Link](https://x.com/TheRayMyers/status/2019521938876514460) 2026-02-05T21:22Z 20.8K followers, 14.8K engagements "Never though that I would see company like $AMZN to fall like rock like this" [X Link](https://x.com/TheRayMyers/status/2019522231320084992) 2026-02-05T21:23Z 20.8K followers, [----] engagements "🚨 $IREN Q4 Results -11% 🔴First Reaction 🚨 $3.6B GPU Financing Secured for $MSFT Contract Revenue $185M 🔴HUGE MISS (Estimate $227M) EBITDA -$244M 🔴HUGE MISS ($99M) Net Income -$155M 🔴HUGE MISS (-$44M) AI Revenues $17.3M +137% Q/Q 🟢 Bitcoin Revenues $167.4M -28% Q/Q 🔴" [X Link](https://x.com/TheRayMyers/status/2019522454323159201) 2026-02-05T21:24Z 20.9K followers, 37.7K engagements "$IREN answers and important question $3.6B GPU Financing secured to serve the $MSFT contract at 6% interest rate. Bears said that $IREN will need to issue more convertible notes and that nobody will finance the GPUs. Well they were wrong. As I said before these note raises had little to do with the $MSFT contract and more with preparing the company for the future. This is a clear template for how $IREN will operate in the future to bring all their data centers to life. https://twitter.com/i/web/status/2019523992403538208 https://twitter.com/i/web/status/2019523992403538208" [X Link](https://x.com/TheRayMyers/status/2019523992403538208) 2026-02-05T21:30Z 20.9K followers, 17.6K engagements "$IREN 👷 🏗 "Horizon 1-4 construction progressing to schedule"" [X Link](https://x.com/TheRayMyers/status/2019525246852710567) 2026-02-05T21:35Z 20.9K followers, [----] engagements "The new $IREN Oklahoma Data Center is a monster - 1.6GW - Increases secured power to 4.5GW - power scheduled to ramp from [----] - over [----] acres At $10M ARR per MW this could become a $16B revenue Data Center BULLISH 🟢" [X Link](https://x.com/TheRayMyers/status/2019526363410047301) 2026-02-05T21:39Z 21K followers, 15.9K engagements "$IREN Cash now sits at $3.26B an increase from $1B in the prior quarter as the result of convertible note raises. This is plenty of gun powder to continue developing data centers and survive current stock market jitters before they will need to raise again" [X Link](https://x.com/TheRayMyers/status/2019530980000715245) 2026-02-05T21:58Z 20.9K followers, [----] engagements "$IREN Q4 [----] - AI Revenues $17.3M - AI Cloud COGS $2.4M - Gross Margin of 86% Impressive results this early and at such a small scale" [X Link](https://x.com/TheRayMyers/status/2019531672941707386) 2026-02-05T22:00Z 20.9K followers, [----] engagements "$IREN Missed analysts estimates on everything but not because the core AI business. Revenue miss was entirely because of lower $BTC price yet that segment is not important in the long term. Expenses were higher than analysts expected because of: [--]. $31.8M accelerated depreciation in the bitcoin business as the company switches $BTC mining equipment to AI GPUs. This transition makes sense as that capacity has more earnings potential per MW as an AI data center. [--]. $219M of unrealized losses related to prepaid forwards and capped calls associated with convertible notes. Financial engineering" [X Link](https://x.com/TheRayMyers/status/2019535176293064870) 2026-02-05T22:14Z 21.1K followers, 20.5K engagements ""We continue to diversify our sources of capital to support capacity growth and customer deployment. We have multiple financing pathways underway that allow us to scale our data center and GPU footprint in a disciplined manner while maintaining balance sheet strenght" $IREN" [X Link](https://x.com/TheRayMyers/status/2019538625768132917) 2026-02-05T22:28Z 20.9K followers, [----] engagements "@_melonBird You don't understand their business. All their capacity is used by customers. They don't have GPUs sitting unused. As they put more capacity online revenues will increase" [X Link](https://x.com/TheRayMyers/status/2019539809027649849) 2026-02-05T22:33Z 20.8K followers, [---] engagements "@_melonBird I wasn't aware $MSFT is not a meaningful large company" [X Link](https://x.com/TheRayMyers/status/2019542878893363449) 2026-02-05T22:45Z 20.8K followers, [---] engagements "$IREN below $30 👀 Down 26% in the after-hours 🔴 This reaction makes zero sense. It now trades 3x [----] ARR 🤯" [X Link](https://x.com/TheRayMyers/status/2019545100271899086) 2026-02-05T22:54Z 21.1K followers, 24.7K engagements "Despite $IREN falling 50% in a few days I still believe it to be a great potential AI play. See my $IREN Investment Thesis article https://x.com/TheRayMyers/status/2013201584369602725s=20 https://t.co/6ZbmD3zhfx https://x.com/TheRayMyers/status/2013201584369602725s=20 https://t.co/6ZbmD3zhfx" [X Link](https://x.com/TheRayMyers/status/2019655005293449252) 2026-02-06T06:10Z 20.9K followers, 16.6K engagements "Last quarter $IREN spent $107M on Intangible assets that could be for software. I In the earnings call they mentioned that they have no intention to compete with hyperscalers on software as theirs is the best in the world. However the company is in negotiations for a "multi-billion-dollar deals that require a software solution." With this outflow they could be taking the steps to develop software to serve such clients. While Hyperscalers are the big opportunity smaller deals that involve AI Cloud software could be nice to increase margins a bit as cloud software margins are better than bare" [X Link](https://x.com/TheRayMyers/status/2019711280819716524) 2026-02-06T09:54Z 20.9K followers, [----] engagements "🔴 $IREN fell close to 50% in just a few days I believe that this is a significant overreaction by the market All the negatives are overblown whilst all the positives were completely ignored Read my analysis of the quarter right here on X Its no surprise that the stock has recovered. https://t.co/IBGXmYqB6L https://t.co/IBGXmYqB6L" [X Link](https://x.com/TheRayMyers/status/2020088366612844920) 2026-02-07T10:52Z 21.1K followers, 12.4K engagements "So this $HIMS permabull who authored the gem below a few months ago suddenly says that he sold at the top. How convenient. $HIMS CEO needs to be taught how to talk to the public let alone how to lead. "The team has a stomach of steel. Whether the stock's $70 or $2.87." This is the worst quote I have ever read for a CEO who leads a listed company that faces serious leadership challenges. I was $HIMS CEO needs to be taught how to talk to the public let alone how to lead. "The team has a stomach of steel. Whether the stock's $70 or $2.87." This is the worst quote I have ever read for a CEO who" [X Link](https://x.com/TheRayMyers/status/2020440814891975026) 2026-02-08T10:13Z 21K followers, 60.9K engagements "I wrote this post back in August. Got a lot of pushback for pointing out the obvious that $HIMS expanding internationally is dumb. International expansion was and remains a huge red flag. 🚩 $HIMS International Expansion is a RED Flag [--]. Socialised Healthcare Model In a lot of countries in Europe there is a socialised healthcare model where governments cover a large share of healthcare expenses through high taxes and mandatory health insurance. The whole https://t.co/9drWEnO1uf 🚩 $HIMS International Expansion is a RED Flag [--]. Socialised Healthcare Model In a lot of countries in Europe there" [X Link](https://x.com/TheRayMyers/status/2020489289679696316) 2026-02-08T13:26Z 21K followers, [----] engagements "$IREN Street High Price Target is $94 Darren Aftahi believes there is 125% upside in the stock is he right" [X Link](https://x.com/TheRayMyers/status/2020547263714447796) 2026-02-08T17:16Z 21.1K followers, 24.4K engagements "I don't think there has ever been a bigger RED flag than $HIMS CEO Dudum retweeting a known charlatan stock pumper course seller. This action alone should warrant his termination but he did it a day before selling shares. Yet $HIMS investors completely ignored this obvious red flag because they were watching through rose-colored glasses. However this was not the only red flag the company did: - Giving out an aggressive [----] guidance was a red flag. Hims is not a mature company to know its sales [--] years in advance. Any CEO of a fast-growing company who can tell their sales [--] years from now is" [X Link](https://x.com/TheRayMyers/status/2020549771392332119) 2026-02-08T17:26Z 21.1K followers, 40.8K engagements "$IREN https://t.co/IBGXmYqB6L https://t.co/IBGXmYqB6L" [X Link](https://x.com/TheRayMyers/status/2020569699277300112) 2026-02-08T18:45Z 21K followers, [----] engagements "$SOFI is a $40 stock - 13.6M Members - Adding 1M Members a quarter - 57% Lending Originations Growth - Entering Retail Crypto - Huge Potential for SofiUSD Stablecoin But lastly $SOFI has repeatedly said that over $100B of loan applications are rejected each year and 25% of them are in their "near prime bucket". If they can raise $25B from credit investors for their Loan Platform Business with their 4% take-rate that would mean $1B in revenues. Sofi will blow analyst estimates out of the park https://twitter.com/i/web/status/2020577474325758330" [X Link](https://x.com/TheRayMyers/status/2020577474325758330) 2026-02-08T19:16Z 21K followers, 13.6K engagements "@R1chardMaur1ce I don't believe in stock astrology. I don't buy stocks to hold for a few months" [X Link](https://x.com/TheRayMyers/status/2020677854472855927) 2026-02-09T01:55Z 21K followers, [---] engagements "How many of these so called "professional investors" gave $5 price targets when Sofi was trading for $8 They only follow the price action nothing else. If Sofi would go to $30 by next week suddenly these analysts would "reassess" their models and find some excuse to increase the price target. https://twitter.com/i/web/status/2020678280626725195 https://twitter.com/i/web/status/2020678280626725195" [X Link](https://x.com/TheRayMyers/status/2020678280626725195) 2026-02-09T01:56Z 21K followers, [---] engagements "@Yd__Te Anotrophic is capacity-constrained the same as OpenAI. That new AWS data center will last them a few weeks and then they will need more" [X Link](https://x.com/TheRayMyers/status/2020678680041971927) 2026-02-09T01:58Z 21K followers, [--] engagements "@trevhesinvests I fully understand their business Lender is the most appropriate one-word description of their business" [X Link](https://x.com/TheRayMyers/status/2020678970895958440) 2026-02-09T01:59Z 21K followers, [---] engagements "@longinvest32 It won't. You are delusional" [X Link](https://x.com/TheRayMyers/status/2020683398931792077) 2026-02-09T02:17Z 21K followers, [---] engagements "@R1chardMaur1ce The whole science of stock astrology is selection bias. You look for patterns that are not there. When a pattern is right you are a genius. If its wrong you ignore it" [X Link](https://x.com/TheRayMyers/status/2020696803939893745) 2026-02-09T03:10Z 20.9K followers, [--] engagements "Stocks dont fall to zero without the fundamentals changing. They fall 40-70% during panics and yes i buy them then. I am not perfect and sometimes i sell them early like everyone else. If you can make money looking at charts all day good for you. But most cant. And even from those that do make money most of that is due to luck not their chart reading skills. And if they continue for a long enough time they will lose their shirt eventually. This is not something the average investor should concern themselves with" [X Link](https://x.com/TheRayMyers/status/2020699465825595597) 2026-02-09T03:21Z 20.9K followers, [--] engagements "In how many months will Dudum resign to focus on his family $HIMS 0-1 2-6 13-24 7-12 0-1 2-6 13-24 7-12" [X Link](https://x.com/TheRayMyers/status/2020754682080280956) 2026-02-09T07:00Z 21.1K followers, 18.4K engagements "🚨 $NVO IS SUING $HIMS 🚨 It finally begins" [X Link](https://x.com/TheRayMyers/status/2020845208657711316) 2026-02-09T13:00Z 21.1K followers, 11.9K engagements "So for all the $HIMS bulls: Corporate speak "we had constructive conversations with stakeholders across the industry." Means "we haven't had constructive conversations with anybody our lawyers are crying and our insurance agents are calling non-stop"" [X Link](https://x.com/TheRayMyers/status/2020848021957652944) 2026-02-09T13:11Z 21.1K followers, [----] engagements "@stock2me95 Nvo thought its better to partner than to fight. Then hims violated the terms of that partnership as quickly as humanly possible so nvo walked. Now nvo will take them to the cleaners" [X Link](https://x.com/TheRayMyers/status/2020851266436358270) 2026-02-09T13:24Z 21K followers, [----] engagements "@JayTrading_Loot Nvo in a quarter makes more profits than hims entire market cap. So Hims can only offer them peanuts" [X Link](https://x.com/TheRayMyers/status/2020851663473463656) 2026-02-09T13:25Z 21K followers, [---] engagements "Citizens Bank upgrades $SOFI to Outperform $30 price target" [X Link](https://x.com/TheRayMyers/status/2020875214209306763) 2026-02-09T14:59Z 21.1K followers, 14.1K engagements "$IREN Earnings Miss Doesn't Matter Because it was driven by: [--]. $31.8M impairement of Bitcoin equipment as Iren changes its British Columbia data centers from Bitcoin mining to AI GPUs. [--]. $107M UNREALISED loss on hedges it holds to reduce dilution from convertible notes. [--]. $112M one-time non-cash expense to incentivize the conversion of existing debt into equity. Overall Irens earnings demonstrate how complicated and confusing GAAP accounting can be. An investor who just looks at the headline figure could have the impression that their expenses ballooned. Yet as we discussed it was entirely" [X Link](https://x.com/TheRayMyers/status/2020928259991412773) 2026-02-09T18:30Z 21.1K followers, [----] engagements "$OSCR is releasing earnings tomorrow here is what Wall Street Analysts are expecting 🔮 Revenues $3.1B +4.6% 🟡 EBIT -$235M -59% 🔴 Net Income -$239M -56% 🔴 EPS -$0.92 -49% 🔴 FCF $66M -81% 🔴 Analysts expect a bloodbath are they right" [X Link](https://x.com/TheRayMyers/status/2020954438295232912) 2026-02-09T20:14Z 21.1K followers, 11.6K engagements "@ZackStacksKap Indeed investors tend to overlook emerging markets because of various issues. But the tech names there look attractive" [X Link](https://x.com/TheRayMyers/status/2021032630838521901) 2026-02-10T01:25Z 21.1K followers, [---] engagements "@SerranoReyMiami 56% increase in losses and 82% fall in FCF seems like a bloodbath to me" [X Link](https://x.com/TheRayMyers/status/2021033151943016949) 2026-02-10T01:27Z 21K followers, [---] engagements "@wolfofharcourt This seems cool but probably limited impact on bookings" [X Link](https://x.com/TheRayMyers/status/2021101088259391507) 2026-02-10T05:57Z 21.1K followers, [---] engagements "@TeslaFutures I wouldn't take anything $HIMS is peddling if they paid me to" [X Link](https://x.com/TheRayMyers/status/2021108374168051946) 2026-02-10T06:26Z 21.1K followers, [---] engagements "@TacticzH They tend to be overlooked because most people think all emerging markets are like the movie "Slumdog Millionaire"" [X Link](https://x.com/TheRayMyers/status/2021157372153012319) 2026-02-10T09:40Z 21.1K followers, [---] engagements "My $NVO Deep Dive is complete. Read Part [--] right here on X - Story of Novo Nordisk - How Drug Development Works - Patent Expirations - Novo's Business Model https://t.co/TohyxtRdT0 https://t.co/TohyxtRdT0" [X Link](https://x.com/TheRayMyers/status/2021165960183390551) 2026-02-10T10:14Z 21.1K followers, [----] engagements "$NVO https://t.co/TohyxtRdT0 https://t.co/TohyxtRdT0" [X Link](https://x.com/TheRayMyers/status/2021245383158935849) 2026-02-10T15:30Z 21.1K followers, [----] engagements "RT @TheRayMyers: Ladies and Gentlemen I Present $SNDK the Memory Chip Giant. $SNDK +1405% 5Y 🚀 🚀 🚀 +97% YTD 🟢 🟢 🟢 - Weak Margins - We" [X Link](https://x.com/TheRayMyers/status/2021743633485992345) 2026-02-12T00:30Z 21.1K followers, [--] engagements "RT @TheRayMyers: $IREN $3.4B [----] ARR Guidance implies the company trades for 4x FWD ARR Furthermore $IREN [----] revenue estimate sits at" [X Link](https://x.com/TheRayMyers/status/2021768793077211611) 2026-02-12T02:10Z 21.1K followers, [--] engagements "RT @TheRayMyers: Is $NBIS still a BUY - Dissecting the $17.4B $MSFT Deal - Unit Economics Analysis - Looking at Wall Street Analyst Estim" [X Link](https://x.com/TheRayMyers/status/2021811558888677807) 2026-02-12T05:00Z 21.1K followers, [--] engagements "After seeing all hyperscalers give $100B+ guidances $AMZN $200B and now $NBIS giving a $16-20B capex guidance I have realised that I don't own enough semis. Next year all the data center equipment infrastructure names will print cash. $ALAB $NVDA $AMD $MU $SNDK $SMCI $ASML $TSM https://twitter.com/i/web/status/2021938899635827167 https://twitter.com/i/web/status/2021938899635827167" [X Link](https://x.com/TheRayMyers/status/2021938899635827167) 2026-02-12T13:26Z 21.1K followers, [----] engagements "Seat-based SaaS is Dead but What Comes After 👇🌐 Anthropics Claude models have created a massive sell-off is Sofware-as-a-Service businesses as investors run away from disruption. - $INTU is down 33% - $NOW is down 28% - $WDAY is down 26% Check my 6-point checklist to survive the SaaS Apocalypse. https://twitter.com/i/web/status/2022028001051803793 https://twitter.com/i/web/status/2022028001051803793" [X Link](https://x.com/TheRayMyers/status/2022028001051803793) 2026-02-12T19:20Z 21.1K followers, [----] engagements "Which name is the most likely to 10x - $IREN at $39 - $CIFR at $15 - $NBIS at $86 - $ASTS at $71 - $PYPL at $59 - $ZETA at $20 - $OSCR at $15 - $HIMS at $34 - $TMDX at $123 - $NVO at $51 - $ONDS at $8.5 - $BTC at $88K - $BMNR at $29 Which other stock you think could 10x" [X Link](https://x.com/TheRayMyers/status/2006066558313910570) 2025-12-30T18:15Z 21.1K followers, 334.5K engagements "The ongoing SaaS apocalypse makes no sense. "AI replacing software is the most illogical thing in the world " Jensen Huang He specifically says that in the context of "software company stocks being under a lot of pressure." $CRM $NOW $INTU $HUBS $PATH $ZETA $WDAY Jennsen explains that while the tech industry has historically sold "screwdrivers and hammers" it is now moving into the "labor" business (a robotaxi is a digital chauffeur). This expands the addressable market from a $1T IT industry to the $100T global economy. He argues that "typing is a commodity." In the past companies were" [X Link](https://x.com/TheRayMyers/status/2019089993994559879) 2026-02-04T16:45Z 21.1K followers, [----] engagements "Rightmove is like Zillow but in the UK $RMV is a major stock market success story and operates with insane 50%+ Net Income margins 🟢 $Z has barely moved since [----] and has been unprofitable for many years 🔴 How did Zillow fumble this business model so badly They could have just stuck to advertising and realtor services and made crazy profits. Instead they wasted billions on this iBuying nonsense. https://twitter.com/i/web/status/1954951062382629176 https://twitter.com/i/web/status/1954951062382629176" [X Link](https://x.com/TheRayMyers/status/1954951062382629176) 2025-08-11T17:00Z 21.1K followers, [----] engagements "If you had to go ALL-IN which name are you picking - $AMD - $HIMS - $NBIS - $LMND - $GRAB - $NVDA - $PLTR - $HOOD - $BABA - $SOFI - $MELI - $UBER - $OSCR - $TSM - $TLSA - $AMZN - $IREN - $GOOGL And why" [X Link](https://x.com/TheRayMyers/status/1978162744374300754) 2025-10-14T18:15Z 21.1K followers, 84.9K engagements "I believe - $NBIS at $127 is better than $IREN $CRVW - $GOOGL at $254 is a BARGAIN - $AMZN at $216 is a STEAL - $NVO at $57 is better than $LLY - $GRAB at $6 is better than $UBER - $PLTR at $182 is a BUBBLE - $NU at $15 is better than $PYPL - $SOFI at $28 is better than $PYPL" [X Link](https://x.com/TheRayMyers/status/1978876191286219030) 2025-10-16T17:30Z 21.1K followers, 103.6K engagements "Can Novo Nordisk recover $NVO +48% 5Y 🟡 -52% YTD 🔴 🔴 🔴 - Strong Margins - Large Dividend Yield - Very Cheap Valuation - 10.3% [----] EPS CAGR - 22% Below Consensus Price Target" [X Link](https://x.com/TheRayMyers/status/1997381348563034572) 2025-12-06T19:03Z 21.1K followers, 49.7K engagements "$GPCR Structure Therapeutics +106% today 🟢 They released positive data on the oral weight-loss drug Aleniglipron with delivered 15.3% weightloss in [--] weeks. This is a threat to $NVO Oral Wegovy which delivered 13.6% in [--] weeks. Pharma is insane" [X Link](https://x.com/TheRayMyers/status/1998060235383263418) 2025-12-08T16:00Z 21.1K followers, [----] engagements "Ladies and Gentlemen I present Adyen the Best Payments Fintech $ADYEN -27% 5Y 🔴 -7% YTD 🔴 - Strong Margins - 1.3T Payment Volumes - 74% Growth in EPS - 29% [----] EBITDA CAGR - Premium Valuation - 26% Below Consensus Price Target" [X Link](https://x.com/TheRayMyers/status/2000273409226244277) 2025-12-14T18:35Z 21.1K followers, [----] engagements "My favourite stocks in these segments: - AI: $NBIS $ZETA $GOOGL $IREN - E-com: $SE $MELI $AMZN - Emerging Markets: $GRAB $SE $NU $DLO - Healthcare: $NVO $HROW $OSCR $TDMX - Semiconductors: $TSM $NVDA $AMD $ASML - Fintech: $ADYEN $SOFI $NU $ROOT - Space: $PL $ASTS $RKLB" [X Link](https://x.com/TheRayMyers/status/2008599521215881529) 2026-01-06T18:00Z 21.1K followers, 25.7K engagements "Which ticker is the most likely to 10x first - $IREN at $17B - $CIFR at $7.4B - $NBIS at $27B - $ASTS at $42B - $PYPL at $53B - $ZETA at $5B - $OSCR at $4B - $HIMS at $7B - $TMDX at $5B - $NVO at $210B - $BTC at $1.85T - $BMNR at $14B - $GOLD at $32T - $PLTR at $407B - $RKLB at $51B https://twitter.com/i/web/status/2013307045525471702 https://twitter.com/i/web/status/2013307045525471702" [X Link](https://x.com/TheRayMyers/status/2013307045525471702) 2026-01-19T17:46Z 21.1K followers, 200.1K engagements "Which of these fallen angels are the most likely to recover 🔴 $TTD -72% 🔴 $FISV -69% 🔴 $HUBS -59% 🔴 $MSTR -58% 🔴 $DUOL -57% 🔴 $DECK -52% 🔴 $LULU -49% 🔴 $CAVA -45% 🔴 $NOW -43% 🔴 $PYPL -38% 🔴 $NVO -35% 🔴 $UNH -34% 🔴 $ADBE -33% 🔴 $CRM -32% 🔴 $RACE -32% 🔴 $CMG -28%" [X Link](https://x.com/TheRayMyers/status/2014432453033611724) 2026-01-22T20:18Z 21.1K followers, 148.2K engagements "ASML Q4 Earnings One Pager $ASML +8% First Reaction🟢 🚨 Incredible Net Bookings Revenue 9.7B +4.8% BEAT (EST 9.58B) 🟢 Net Income 2.8B +3.7% MISS (2.9B) 🟡 FCF 11B +24.6% BEAT (2.2B) 🟢 Services Revenue -0.6% 🟡 Systems Deliveries -22.7% 🔴 Net Bookings +85.6% 🟢 Dividend +3.5% 🟢 https://twitter.com/i/web/status/2016395451214205305 https://twitter.com/i/web/status/2016395451214205305" [X Link](https://x.com/TheRayMyers/status/2016395451214205305) 2026-01-28T06:18Z 21.1K followers, [----] engagements "🚨 $PYPL Q4 Earnings 🔴 -15% First Reaction 🚨TERRIBLE RESULTS - Revenue $8.68B +4% 🔴 MISS (Est $8.79B) - EBIT $1.51B +5% 🔴 MISS (Est $1.58B) - Net Income $1.44B +28% 🟢 BEAT (Est $1.21B) - EPS $1.53 +38% 🟢 Beat (Est $1.29) - FCF $2.19B +0% 🔴 MISS (Est $2.31B) - TPV $475B +9% +6% FXN 🟡 - Transaction Margin $4B +3% 🔴 - ADJ FCF $2.1B 🟡 - ADJ EPS $1.23 +3% 🔴 - Active Accounts 439M +1% 🔴 - Monthly Active Accounts 231M +1% 🔴 - Number of Payment Transactions 6.75B +2% 🔴 - Transactions per Active Account [----] -5% 🔴 Guidance: Q1: Transactions Margin "slight decline" 🔴 ADJ EPS "mid single" [X Link](https://x.com/TheRayMyers/status/2018664715812270453) 2026-02-03T12:35Z 21.1K followers, [----] engagements "Trump Launches Rare Earths "Project Vault" 🟢 $MP +3% 🟢 $USAR +3% 🟢 $CRML +2% 🟢 $TMC +2% 🟢 $UAMY +4.5% 🟢 $NB +4% The initiative aims to ensure that American businesses and workers are not harmed by mineral shortages similar to the Strategic Petroleum Reserve for oil. The project involves a combination of $10B in Export-Import Bank financing and $2B in private sector investment. To bolster domestic supply the administration is expediting federal permitting for mining projects and signing mineral deals with international partners. https://twitter.com/i/web/status/2018742394993119719" [X Link](https://x.com/TheRayMyers/status/2018742394993119719) 2026-02-03T17:44Z 21.1K followers, [----] engagements "$AAPL for [--] P/E gives you 9% Revenue growth 🔴 Why would anyone buy it if: - $NU [--] P/E 36% Revenue growth - $IREN [--] P/S 129% growth - $PGY [---] P/S 15% - $NBIS [--] P/S 374% - $MU [--] P/E 49% - $META [--] P/E 20% - $SOFI [--] P/E 37% - $MSFT [--] P/E 16% - $ZETA [--] P/S 28% - $MELI [--] P/E 37% https://twitter.com/i/web/status/2018744616917377208 https://twitter.com/i/web/status/2018744616917377208" [X Link](https://x.com/TheRayMyers/status/2018744616917377208) 2026-02-03T17:53Z 21.1K followers, 14.9K engagements "Worst reactions to earnings so far: 🔴 $PYPL -20% 🔴 $UNH -20% 🔴 $NVO -16% 🔴 $GLXY -17% 🔴 $NOW -11% 🔴 $INTU -11% 🔴 $MSFT -10% 🔴 $AMD -10% 🔴 $UBER -8% 🔴 $SOFI -5%" [X Link](https://x.com/TheRayMyers/status/2019037936163901586) 2026-02-04T13:18Z 21.1K followers, 11.5K engagements "Part [--] of my $NVO Deep Dive is out Blood is flowing on the streets Novo Nordisk just released earnings and their [----] guidance is disastrous - Sales Decline of 5-13% - EBIT Decline of 5-13% Find part [--] at the usual place" [X Link](https://x.com/TheRayMyers/status/2019105002568982729) 2026-02-04T17:45Z 21.1K followers, [----] engagements "$ZETA is still down 52% since the all-time high Yet all the lines are going up 📈 Total Customers [---] 📈 [---] $1M Customers [--] 📈 [---] ARPU $0.88M 📈 $2.3M Large Customer ARPU $1M 📈 $6.52M US Revenue $289M 📈 $1.2B International Revenue $17M 📈 $43M EBITDA $17M 📈 $64M FCF $27M 📈 $160M EPS -$1.77 📈 -$0.11 P/S of [--] and FWD P/E of [--] is a bargain for a company actually delivering real AI-driven ROI for its customers. https://twitter.com/i/web/status/2019116334689239531 https://twitter.com/i/web/status/2019116334689239531" [X Link](https://x.com/TheRayMyers/status/2019116334689239531) 2026-02-04T18:30Z 21.1K followers, [----] engagements "2/ $GOOGL When ChatGPT launched investors said that Google was doomed to irrelevance. Yet the company innovated faster than even the strongest bulls imagined. - 90% Search Market Share - 13% Global Cloud Market Share - 48% Cloud Revenue Growth - $60B+ YouTube Revenues - 2.7B YouTube Users - 450K Robotaxi rides p/w - 700M+ Gemini Users Google reshaped how the world accessed information and now it is rebuilding its technology by putting AI at the very center. AI powers Search to provide direct answers enhances YouTube with personalized recommendations fuels Google Cloud with enterprise-ready AI" [X Link](https://x.com/TheRayMyers/status/2019480264750117185) 2026-02-05T18:36Z 21.1K followers, [----] engagements "6/ $APP AppLovin is transforming the mobile app ecosystem by putting AI at the center of how apps are discovered monetized and scaled. - 77% Revenue Growth - 76% EBIT Margin - Expanding to Streaming Ads - Still early to E-commerce - $1T mobile advertising TAM The recent price action makes no sense. Investors think that if Google's AI models make it easier to create games $APP video game business will suffer yet the truth is the opposite. Traditionally app developers had to rely on fragmented ad networks guesswork in targeting and inefficient monetization tools to grow their businesses. This" [X Link](https://x.com/TheRayMyers/status/2019480349395358101) 2026-02-05T18:36Z 21.1K followers, [----] engagements "10/ $UBER $UBER forever changed how the taxi and food delivery industries operate and now they stand to use AI to deliver previously unbelievable convenience. - 202M Monthly Users - 30M Uber One Subscribers - $193B Platform Bookings - 19% FCF Margin AI-driven algorithms will match riders and drivers in real time optimizing routes for lower wait times and powering dynamic pricing. Beyond rides Uber Eats and its logistics network leverage the same AI infrastructure to deliver food groceries and freight on a global scale. As their recent partnership with Waymo shows Uber's platform is extremely" [X Link](https://x.com/TheRayMyers/status/2019480500964909072) 2026-02-05T18:37Z 21.1K followers, [----] engagements "19/ $PATH $PATH pioneered robotic process automation redefining how organizations automate repetitive tasks and now its positioning itself at the center of the AI transformation. UiPaths platform empowers enterprises to automate workflows end-to-end combining low-code automation computer vision and natural language understanding. Now UiPath is weaving AI into every layer of its ecosystem aiming to become a platform for Agentic AI deployment. Its AI Center enables businesses to integrate custom machine learning models seamlessly. Its Document Understanding solution turns unstructured data into" [X Link](https://x.com/TheRayMyers/status/2019480751377465658) 2026-02-05T18:38Z 21.1K followers, [----] engagements "20/ $NBIS Nebius is building the 21st-century cloud computing infrastructure platform designed specifically for AI needs. - Strong long-term demand tailwinds - $17.4B Deal with $MSFT - $3B Deal with $META - Data Centers in the EU UK Israel and the US - $7-9B [----] ARR Guidance The first AI companies relied on generic cloud setups. This was expensive slow to deploy and not optimized for AI performance. $NBIS is changing it. Their $NVDA GPUs custom-built servers are integrated with AI training software that's pre-configured and ready to scale. Developers can move seamlessly from a single GPU to" [X Link](https://x.com/TheRayMyers/status/2019480819639697643) 2026-02-05T18:38Z 21.1K followers, [----] engagements "Ladies and Gentlemen I present $PGY The AI Lender $PGY +30% 3Y 🟡 -35% 6M 🔴 - Inflecting Profitability - Growing Network Volumes - 53% [----] EBITDA CAGR - Extremely Affordable Valuation - 47% Below Consensus Price Target Is $PGY a bargain" [X Link](https://x.com/TheRayMyers/status/2020563621105832321) 2026-02-08T18:21Z 21.1K followers, 16.7K engagements "$IREN revenue miss doesn't matter It was entirely driven by their legacy bitcoin business which has nothing to do with their fast-growing high-potential AI data center business. To prepare sites for incoming GPU clusters IREN reduced its operating Bitcoin mining capacity which when coupled with a period of lower Bitcoin prices and an increasing Bitcoin global network mining capacity led to a material reduction in income. This doesnt concern me at all https://twitter.com/i/web/status/2020569695498215805 https://twitter.com/i/web/status/2020569695498215805" [X Link](https://x.com/TheRayMyers/status/2020569695498215805) 2026-02-08T18:45Z 21.1K followers, [----] engagements "$IREN is down 45% from the all-time high Yet all the lines are going up 📈 Operating Capacity [--] 📈 810MW Secured Capacity [--] 📈 4.5GW Contracted AI Revenue $0 📈 $2.3B [----] AI ARR $0 📈 $3.4B" [X Link](https://x.com/TheRayMyers/status/2020941866527510953) 2026-02-09T19:24Z 21.1K followers, 14.1K engagements "@MikeFritzell I haven't looked at the market in Taiwan apart from TSMC which stocks you like" [X Link](https://x.com/TheRayMyers/status/2021043441023713485) 2026-02-10T02:08Z 21.1K followers, [---] engagements "🟢 $OSCR +7% 🚨Q4 [----] Earnings 🚨INCREDIBLE GUIDANCE Revenue $2.8B vs $3.12B Estimate 🔴 HUGE MISS EBIT -$333.7M vs -$235M Estimate 🔴 HUGE MISS Net Income -$352.6 vs -$239M 🔴 HUGE MISS SG&A Ratio 18.2% Down from 19.2% Y/Y 🟢 Medical Loss Ratio 5.4% up from 88.1% Y/Y 🔴 [----] Guidance: Revenue $18.7-19B vs $12.76B Estimate 🟢 HUGE BEAT EBIT $250-450M vs $5M Estimate 🟢 HUGE BEAT SG&A Ratio of 15.8-16.3% 🟢 Medical Loss Ratio 82.4-82.4% 🟢 https://twitter.com/i/web/status/2021186606384722326 https://twitter.com/i/web/status/2021186606384722326" [X Link](https://x.com/TheRayMyers/status/2021186606384722326) 2026-02-10T11:36Z 21.1K followers, 10.3K engagements "This $OSCR Guidance is INSANE 📈 - $19B Revenues +48% above estimates - $250-450M EBIT vs $5M estimate 50-100x Mark Bertolini is making a huge promise but most don't trust him. Those who do could be rewarded" [X Link](https://x.com/TheRayMyers/status/2021225143691784333) 2026-02-10T14:10Z 21.1K followers, 10.2K engagements "$SOFI Street High Price Target is $38 Mizugo Securities believes there is 78% upside to the stock are they right" [X Link](https://x.com/TheRayMyers/status/2021275821814448525) 2026-02-10T17:31Z 21.1K followers, 20.4K engagements "$IREN Roadmap: [--]. Develop the beginning stages of a new data center. [--]. Secure a major contract with a large pre-payment. [--]. Get vendor financing from Dell for some data center equipment. [--]. Get GPU financing from leading banks. [--]. Complete the project. [--]. Use cashflows to repay debt. [--]. Repeat. $IREN $IREN" [X Link](https://x.com/TheRayMyers/status/2021301474223910927) 2026-02-10T19:13Z 21.1K followers, 10.9K engagements "@Investinc_Intel Could be but that seems a bit optimistic" [X Link](https://x.com/TheRayMyers/status/2021413880162025540) 2026-02-11T02:39Z 21.1K followers, [---] engagements "RT @TheRayMyers: $OSCR Street High Price Target is $25 Piper Sandler believes there is 94% upside to the stock are they right https://t" [X Link](https://x.com/TheRayMyers/status/2021729551689097288) 2026-02-11T23:34Z 21.1K followers, [--] engagements "RT @TheRayMyers: When $OSCR CEO Mark Bertolini say's that they will grow by 60% to $19B in revenues you listen. "Oscar is a Pirate ship" [X Link](https://x.com/TheRayMyers/status/2021736067716493491) 2026-02-12T00:00Z 21.1K followers, [--] engagements "RT @TheRayMyers: My view on some popular names: Undervalued - $NU $PGY $DLO $IREN $NBIS $MELI $GRAB $META $OSCR $ROOT $ZETA $AMZN $GOOGL $" [X Link](https://x.com/TheRayMyers/status/2021738078654660808) 2026-02-12T00:08Z 21.1K followers, [--] engagements "RT @TheRayMyers: YTD Worst Performing S&P [---] Stocks: 🔴 -37% $IT 🔴 -36% $INTU 🔴 -30% $NOW 🔴 -30% $APP 🔴 -29% $FDS 🔴 -29% $HUM 🔴 -29% $PYPL" [X Link](https://x.com/TheRayMyers/status/2021747636055744719) 2026-02-12T00:46Z 21.1K followers, [--] engagements "RT @TheRayMyers: $NVO - $20B Ozempic Revenues - $12.5B Wegovy Revenues Is the growth now over Where is the ceiling" [X Link](https://x.com/TheRayMyers/status/2021751167793967271) 2026-02-12T01:00Z 21.1K followers, [--] engagements "RT @TheRayMyers: Despite disappointing earnings $PGY Street High Price Target is $44 Oppenheimer believes there is 222% upside to the sto" [X Link](https://x.com/TheRayMyers/status/2021755196456489357) 2026-02-12T01:16Z 21.1K followers, [--] engagements "RT @TheRayMyers: Here are 🔟 BEST graphs on the stock market 1/ $IREN Forward Revenues $8M ➡ $3.9B 488x in [--] years AMAZING https://" [X Link](https://x.com/TheRayMyers/status/2021759235374080498) 2026-02-12T01:32Z 21.1K followers, [--] engagements "@investorcity4U GLP1 revenue is going to $0. Hims will be unprofitable again in [----] and 2027" [X Link](https://x.com/TheRayMyers/status/2021764311178522931) 2026-02-12T01:52Z 21.1K followers, [---] engagements "8/ $SE Fintech Business $0M ➡ $3.9B Unbelievable growth in just [--] years" [X Link](https://x.com/TheRayMyers/status/2021668697241198665) 2026-02-11T19:32Z 21.1K followers, [----] engagements "@InvestingVisual I think politicians investing might not be such a bad idea. You couldn't pass this law in the US because everyone in congress invests. It is clear that the lawyers who wrote this law don't understand the implications of it" [X Link](https://x.com/TheRayMyers/status/2022224222794527037) 2026-02-13T08:20Z 21.1K followers, [----] engagements "$PLTR is a bubble that's GUARANTEED to fall 90% 🔴 It's a question of WHEN not IF 🚨 P/S of [---] 🚨 $340B Market Cap WHEN in stock market history has a company trading at such a high multiple avoided a collapse Ohh right NEVER" [X Link](https://x.com/TheRayMyers/status/1937941501801062762) 2025-06-25T18:30Z 21.1K followers, 342.8K engagements "🚩 $HIMS International Expansion is a RED Flag [--]. Socialised Healthcare Model In a lot of countries in Europe there is a socialised healthcare model where governments cover a large share of healthcare expenses through high taxes and mandatory health insurance. The whole business case of $HIMS involves working outside the health insurance model. Why would anyone use $HIMS for dermatology sexual health or mental health if they can get all of those needs covered through their doctors without paying anything extra They already pay high taxes and health insurance why would they pay again for" [X Link](https://x.com/TheRayMyers/status/1954452511575994638) 2025-08-10T07:59Z 21.1K followers, 96.2K engagements "My favourite stocks in these verticals: AI: - $NBIS - $GOOGL SuperApp: - $GRAB Insurance: - $ROOT - $OSCR Fintech: - $NU - $DLO - $SOFI E-commerce: - $MELI - $AMZN - $SE Pharma: - $NVO - $HROW Advertising/Marketing: - $APP - $ZETA Semiconductors: - $ASML - $AMD - $NVDA Big Tech: - $AMZN - $GOOGL Cybersecurity: - $S What am I missing" [X Link](https://x.com/TheRayMyers/status/1974150071273869760) 2025-10-03T16:30Z 21.1K followers, 71.8K engagements "Is $NBIS still a BUY - Dissecting the $17.4B $MSFT Deal - Unit Economics Analysis - Looking at Wall Street Analyst Estimates - Mind-boggling 200% [----] Revenue CAGR - [----] Share Price Estimate https://www.globalequitybriefing.com/p/is-nebius-still-a-buyr=39awso&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://www.globalequitybriefing.com/p/is-nebius-still-a-buyr=39awso&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false" [X Link](https://x.com/TheRayMyers/status/1978780798275792935) 2025-10-16T11:11Z 21.1K followers, 86.2K engagements "Which ticker is the most likely to 5x in [--] years - $ZETA at $5B - $ONDS at $5B - $BMNR at $13B - $PYPL at $53B - $ADBE at $124B - $NBIS at $24B - $ASTS at $41B - $IREN at $16B - $CIFR at $7B - $OSCR at $4B - $HIMS at $7B - $TDMX at $5B - $NVO at $210B - $SOFI at $33B" [X Link](https://x.com/TheRayMyers/status/2015844008543543804) 2026-01-26T17:47Z 21.1K followers, 101.6K engagements "1/ Members & Products $SOFI Member Ads in 2025: - Q1 800K - Q2 850K - Q3 905K Can they add 1M in Q4" [X Link](https://x.com/TheRayMyers/status/2015872452916617647) 2026-01-26T19:40Z 21.1K followers, [---] engagements ""We have multiple advanced negotiations underway for large-scale deployments and are also seeing Hyperscaler and AI enterprises." Dan Roberts $IREN Earnings Call BULLISH 🟢" [X Link](https://x.com/TheRayMyers/status/2019537047908761860) 2026-02-05T22:22Z 21.1K followers, 10.8K engagements ""The demand is not a constraint for us. The focus is on choosing the right long-term partnership." Dan Roberts $IREN Earnings Call 🚀 🚀 🚀" [X Link](https://x.com/TheRayMyers/status/2019537755282248118) 2026-02-05T22:24Z 21.1K followers, [----] engagements ""We have $2.3B of ARR under contract." "We are on track to $3.4B ARR by end of 2026." $IREN Earnings Call $IREN now trades 4x [----] ARR 👀" [X Link](https://x.com/TheRayMyers/status/2019542031987597493) 2026-02-05T22:41Z 21.1K followers, 21.1K engagements "I don't think that Pagaya is the secret sauce. The majority is coming from Sofi directly raising from credit investors. Pagaya's entire network volumes are just $10B in a year and that includes all their partners and $3.6B for POS and car loans. LPB did $11B in [----]. I would be surprised if Pagaya is responsible for more than $1B of that. https://twitter.com/i/web/status/2020486233227686378 https://twitter.com/i/web/status/2020486233227686378" [X Link](https://x.com/TheRayMyers/status/2020486233227686378) 2026-02-08T13:13Z 21.1K followers, [---] engagements "🚨SHORT SELLER RELEASES AN APOLOGY🚨 $APP +3.5% in the pre-market 🟢 It's the first time I've seen something like this. I guess $APP is not a money laundering fraud after all. That's why I always take any short reports with a truckload of salt" [X Link](https://x.com/TheRayMyers/status/2020802705313206299) 2026-02-09T10:11Z 21.1K followers, [----] engagements "🔴 $HIMS -21% in the pre-market My Prediction: This will end with $HIMS begging $NVO for forgiveness and $HIMS will walk away from all GLP1 compounding. Dudum "retires"" [X Link](https://x.com/TheRayMyers/status/2020846692468171140) 2026-02-09T13:06Z 21.1K followers, 23.2K engagements "$HIMS Today" [X Link](https://x.com/TheRayMyers/status/2020884280600076663) 2026-02-09T15:35Z 21.1K followers, [----] engagements "Which portfolio will have the best return in [--] years 👼 Falling Angels: - $TTD - $PYPL - $NVO - $ADBE - $DUOL 🧠 AI: - $NBIS - $IREN - $CIFR - $WYFI - $CRVW 💸 Fintech: - $NU - $PGY - $SOFI - $WISE - $ADYEN 📈 Disruptors: - $ASTS - $HIMS - $TSLA - $OSCR - $ROOT Emerging Markets: - $SE - $NU - $DLO - $MELI - $GRAB https://twitter.com/i/web/status/2020917200433885198 https://twitter.com/i/web/status/2020917200433885198" [X Link](https://x.com/TheRayMyers/status/2020917200433885198) 2026-02-09T17:46Z 21.1K followers, 21.7K engagements "Ladies and Gentlemen I Present $APP The AI Advertising Disruptor $APP +2424% 3Y 🚀 🚀 🚀 -38% 3M 🔴 - Exploding AI Business - Insane 80% EBIT Margins - 8260% Growth in EPS - 44% [----] EPS CAGR - Reasonable Valuation - 44% Below Consensus Price Target First time I see a shorteller apologise for inaccuracies. https://twitter.com/i/web/status/2020936096448758039 https://twitter.com/i/web/status/2020936096448758039" [X Link](https://x.com/TheRayMyers/status/2020936096448758039) 2026-02-09T19:01Z 21.1K followers, [----] engagements "$APP made a short seller apologize stock up 18% 🟢 Earnings are on Wednesday here is what Wall Street Analysts are expecting 🔮 Revenues $1.6B +17.4% 🟢 EBIT $1.24B +104% 🚀 Net Income $1B +68% 🚀 EPS $2.95 +67% 🚀 FCF $947M +35% 🟢 Will $APP continue this insane growth run https://twitter.com/i/web/status/2021262470011130280 https://twitter.com/i/web/status/2021262470011130280" [X Link](https://x.com/TheRayMyers/status/2021262470011130280) 2026-02-10T16:38Z 21.1K followers, [----] engagements "$NBIS is down 31% from the high 🔴 Earnings are on Thursday here is what Wall Street Analysts are expecting 🔮 Revenues $243M +541% 🟢 🟢 🟢 EBITDA $40M +135% 🟢 🟢 🟢 EBIT -$135M +10% 🟡 Net Income -$151M -10% 🔴 EPS -$0.44 +32% 🟡 FCF -$3.8B -751% 🔴 🔴 🔴 $3B+ Capex for a company with $240M in revenues. Insane https://twitter.com/i/web/status/2021286910665117972 https://twitter.com/i/web/status/2021286910665117972" [X Link](https://x.com/TheRayMyers/status/2021286910665117972) 2026-02-10T18:15Z 21.1K followers, 32.7K engagements "@The_Davos_Man Then why we dont tariff Chinese EVs and solar 200%" [X Link](https://x.com/TheRayMyers/status/2021908967249809820) 2026-02-12T11:27Z 21.1K followers, [---] engagements "@PedroDCorreio Because its a game. My cousin has been learning Spanish for some time. Never misses his streak yet he doesnt speak Spanish for shit. Full year revenue growth has been decelerating for [--] years" [X Link](https://x.com/TheRayMyers/status/2021909747172352221) 2026-02-12T11:30Z 21.1K followers, [--] engagements "Of course in aggregate they are. I didnt say the Russians are better. 😆 But on an individual level Arkady basically took [----] brightest engineers in Russia and moved them to Amsterdam to start Nebius. So far what they have done in [--] years is extremely impressive. Instead of spending the $4B he made from selling Yandex Russian assets on a mansion and yacht in Miami full with instagram models. https://twitter.com/i/web/status/2021953804355481874 https://twitter.com/i/web/status/2021953804355481874" [X Link](https://x.com/TheRayMyers/status/2021953804355481874) 2026-02-12T14:25Z 21.1K followers, [---] engagements "@seahorse_anton That post from Macron on spending 40M on AI scientists is a joke. He probably got the laziest ones. The best AI scientists are making that in a year at Meta" [X Link](https://x.com/TheRayMyers/status/2021954633061847459) 2026-02-12T14:28Z 21.1K followers, [---] engagements "@wealthmatica Is that 18% y/y growth adjusted for the sale of the gaming business" [X Link](https://x.com/TheRayMyers/status/2021965706120835338) 2026-02-12T15:12Z 21.1K followers, [---] engagements "Which ticker is the most likely to double in [----] - $BTC at $91K - $NVO at $52 - $ADBE at $333 - $PYPL at $58 - $PLTR at $168 - $ONDS at $11 - $ZETA at $20 - $NBIS at $90 - $IREN at $43 - $CIFR at $16 - $EOSE at $13 - $HIMS at $33 - $OSCR at $15 - $ASTS at $83 - $NU at $17 - $SOFI at $27 - $GRAB at $5 - $AMD at $223 https://twitter.com/i/web/status/2007872727672139969 https://twitter.com/i/web/status/2007872727672139969" [X Link](https://x.com/TheRayMyers/status/2007872727672139969) 2026-01-04T17:52Z 21.1K followers, 84.4K engagements "Which stock will be the next to double - $HIMS at $30 - $NVO at $60 - $LLY at $1.037 - $TMDX at $142 - $NBIS at $99 - $IREN at $54 - $CRWV at $95 - $CIFR at $18 - $AMZN at $231 - $GOOGL at $322 - $BABA at $162 - $GRAB at $4.5 - $UBER at $84 - $LYFT at $18 - $NVDA at $178 - $AMD at $232 - $AVGO at $333 - $ASML at $1326 - $MELI at $2035 - $SE at $121 - $CPNG at $20 https://twitter.com/i/web/status/2014066288960667685 https://twitter.com/i/web/status/2014066288960667685" [X Link](https://x.com/TheRayMyers/status/2014066288960667685) 2026-01-21T20:03Z 21.1K followers, 123.8K engagements "Which is the best risk-reward opportunity right now - $PLTR at $158 - $LMND at $81 - $HIMS at $26 - $IREN at $53 - $EOSE at $14 - $PATH $13 - $ZETA at $19 - $ASTS at $105 - $NBIS at $88 - $CIFR at $16 - $ONDS at $11 - $ADBE at $294 - $PYPL at $52 - $SOFI at $22 - $NVO at $59 - $BMNR at $23 https://twitter.com/i/web/status/2018765758822600960 https://twitter.com/i/web/status/2018765758822600960" [X Link](https://x.com/TheRayMyers/status/2018765758822600960) 2026-02-03T19:17Z 21.1K followers, 95.4K engagements "Yesterday's bloodbath: 🔴 -16% $IREN 🔴 -16% $APP 🔴 -16% $AMD 🔴 -14% $ONDS 🔴 -11% $WYFI 🔴 -11% $PLTR 🔴 -10% $ASTS 🔴 -10% $CIFR 🔴 -10% $MU 🔴 -10% $RKLB 🔴 -9% $LMND 🔴 -8% $HOOD 🔴 -7% $NBIS 🔴 -6% $CRVW" [X Link](https://x.com/TheRayMyers/status/2019411264531755227) 2026-02-05T14:02Z 21.1K followers, [----] engagements "AI names are crashing 10-20% 🔴 Yet AI investments are accelerating - $MSFT $100B - $META $115-135B - $GOOGL $175-185B FOLLOW THE MONEY 💸 Here are [--] companies that will dominate the AI age: 1/ $IREN Iren is redefining data center infrastructure by building THE worlds most efficient platforms for powering AI compute with 100% renewable energy. As the CEO says the industry is growing so rapidly "They can't meet the demand". - 3GW Contracted Power - $9.7B $MSFT Contract - Next Hyperscaler deal is inevitable The company is reporting earnings tomorrow and many are expecting important updates on" [X Link](https://x.com/TheRayMyers/status/2019480261457535335) 2026-02-05T18:36Z 21.1K followers, 153.3K engagements "3/ $PGY $PGY is reshaping the financial services landscape by using AI to improve how credit is evaluated and capital is deployed. Their business model is very simple: 1) Jane applies for a loan. 2) A bank rejects the loan. 3) It sends the application to $PGY 4) $PGY AI reviews the application 5) If approved Jane gets the loan 6) The money is sent through the Bank 7) But the loan is funded by credit investors 8) Facilitated by $PGY AI 9) $PGY Securitises the loan into asset-backed securities 10) Credit investor sells the security on the market Traditional lending models rely on strict rules" [X Link](https://x.com/TheRayMyers/status/2019480271196725663) 2026-02-05T18:36Z 21.1K followers, [----] engagements "4/ $ASML $ASML is revolutionizing the semiconductor industry by enabling chipmakers to produce the worlds most advanced processors with atomic-scale precision. - EUV Monopoly - EUR 39B Backlog - EUR 12B BuyBack - 52% Gross Margin (insane for industrial) Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs slower innovation cycles and diminishing returns from older lithography methods. With $ASML the process is radically different its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and" [X Link](https://x.com/TheRayMyers/status/2019480332165083209) 2026-02-05T18:36Z 21.1K followers, [----] engagements "12/ $MSFT Microsoft led the computer revolution and transformed how businesses and individuals work. - $631B Backlog - Exploding Cloud Business - 17% Revenue Growth - 47% EBIT Margin They are ready to power the AI revolution across the corporate world driving productivity gains in offices everywhere. Copilot infuses AI into Office apps Azure provides enterprise-ready infrastructure for training and deploying large models and GitHub Copilot redefines how developers write code. Its deep partnership with OpenAI ensures Microsoft sits at the center of the generative AI wave powering both consumer" [X Link](https://x.com/TheRayMyers/status/2019480548461146204) 2026-02-05T18:37Z 21.1K followers, [----] engagements "13/ $GRAB Grab is Southeast Asias leading super-app integrating ride-hailing food delivery fintech and digital banking through an AI-powered services platform. - $21B GMV path to $100B+ - 40M+ Users path too 100M+ - Booming Economies - 200M people will join the middle class - Exploding Fintech Business - Clear opportunity to enter new verticals Its scale and brand recognition give it a competitive advantage that is difficult for new entrants to match. Looking ahead the runway for Grab is exceptionally strong. Southeast Asias middle class is growing fast smartphone adoption continues to rise" [X Link](https://x.com/TheRayMyers/status/2019480614907384235) 2026-02-05T18:37Z 21.1K followers, [----] engagements ""We are still at an early stage of monetization of our platform with more than 4.5GW and only 10% required to support $3.4B ARR we have a clear pathway for continued growth." Dan Roberts $IREN Earnings Call 🚀 🚀 🚀 In 5-7 years $IREN could have a $34B ARR Business Those who buy during this panic will be rewarded https://twitter.com/i/web/status/2019544441019674669 https://twitter.com/i/web/status/2019544441019674669" [X Link](https://x.com/TheRayMyers/status/2019544441019674669) 2026-02-05T22:51Z 21.1K followers, 15.6K engagements "$HOOD -28% 1M 🔴 They are releasing earnings tomorrow here is what Wall Street Analysts are expecting 🔮 Revenues $1.34B +32% 🟢 EBITDA $832M +44% 🟢 Net Income $578M -37% 🔴 EPS $0.64 -39% 🔴 FCF $627M +145% 🟢 Are bears right and a bad crypto quarter will cause a miss" [X Link](https://x.com/TheRayMyers/status/2020913174094987680) 2026-02-09T17:30Z 21.1K followers, 11.4K engagements "$NBIS Street High Price Target is $211 Northland Securities believes there is 145% upside to the stock are they right" [X Link](https://x.com/TheRayMyers/status/2020924478763491630) 2026-02-09T18:15Z 21.1K followers, 17.6K engagements "$SOFI stablecoin business has massive potential. - $USDT $184B in circulation - Tether $13B in [----] Revenues And this is some random crypto company with plenty of scandals and very little transparency. Imagine the potential for a stablecoin from a fully regulated US bank like Sofi. Just getting 10% of USDT circulation could potentially generate $1B+ in revenues for Sofi. https://twitter.com/i/web/status/2020947154450157948 https://twitter.com/i/web/status/2020947154450157948" [X Link](https://x.com/TheRayMyers/status/2020947154450157948) 2026-02-09T19:45Z 21.1K followers, [----] engagements "Which ticker is the most likely to 3x in [--] years - $EOSE at $13 - $ONDS at $10 - $NBIS at $93 - $OSCR at $13 - $IREN at $46 - $CIFR at $17 - $HIMS at $19 - $PYPL at $41 - $NVO at $49 - $ZETA at $17 - $PGY at $14 - $RKLB at $76 - $SOFI at $21 - $MU at $384 - $ASTS at $102" [X Link](https://x.com/TheRayMyers/status/2021289663235789297) 2026-02-10T18:26Z 21.1K followers, 72.1K engagements "$COIN is down 31% in the past month 🔴 Earnings are on Thursday here is what Wall Street Analysts are expecting 🔮 Revenues $1.85B -18.7% 🔴 EBIT $339M -67% 🔴 Net Income $313M -76% 🔴 EPS $1.01 -80% 🔴 FCF $636M -34% 🔴 Looks terrible will it be as bad" [X Link](https://x.com/TheRayMyers/status/2021316576427774065) 2026-02-10T20:13Z 21.1K followers, [----] engagements "$OSCR Street High Price Target is $25 Piper Sandler believes there is 94% upside to the stock are they right" [X Link](https://x.com/TheRayMyers/status/2021638927786860723) 2026-02-11T17:34Z 21.1K followers, [----] engagements "When $OSCR CEO Mark Bertolini say's that they will grow by 60% to $19B in revenues you listen. "Oscar is a Pirate ship filled with cannons amongst Spanish galleons filled with Gold. All we have to do is take their business"" [X Link](https://x.com/TheRayMyers/status/2021645514157006984) 2026-02-11T18:00Z 21.1K followers, 22.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TheRayMyers Ray Myers
No specific recent news about Ray Myers is available in the provided context. The context appears to be a collection of stock-related tweets and analysis from various authors, focusing on different companies and their market performance.
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Social Influence
Social category influence stocks #2003 finance 35.32% technology brands 34.89% cryptocurrencies #847 countries 3.83% automotive brands #1859 fashion brands 2.13% currencies 0.85% celebrities 0.85% social networks 0.85%
Social topic influence $iren #13, ai 19.15%, $nbis #9, $nvo #4, $oscr #2, $sofi #9, $hims #130, $pypl #623, business #2610, $zeta #7
Top accounts mentioned or mentioned by @grok @yoki_sgn @r1chardmaur1ce @longinvest32 @tacticzh @mikefritzell @investorcity4u @investingvisual @jayjaygofast @oldsaltworks @uboat159 @donpalermo5 @kourtneygans @proximacent369 @_melonbird @prjowntime @marinojo13 @melonbird @zackstackskap @serranoreymiami
Top assets mentioned Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Novo-Nordisk (NVO) Oscar Health, Inc. (OSCR) RAI Finance (SOFI) Hims & Hers Health, Inc. (HIMS) PayPal Holdings Inc (PYPL) ZetaChain (ZETA) NuCypher (NU) Alphabet Inc Class A (GOOGL) Grab Holdings Limited Class A Ordinary Shares (GRAB) MercadoLibre Inc (MELI) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) DLocal Limited (DLO) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Adobe, Inc. (ADBE) Advanced Micro Devices (AMD) Cipher Mining Inc. Common Stock (CIFR) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Uber Technologies, Inc. (UBER) Sea Limited (SE) AppLovin Corporation (APP) The Root Network (ROOT) Duolingo, Inc. (DUOL) Metadium (META) Tesla, Inc. (TSLA) TransMedics Group, Inc. Common Stock (TMDX) Ondas Holdings Inc. Common Stock (ONDS) Now Coin (NOW) Trade Desk, Inc. (TTD) Rocket Lab USA, Inc. Common Stock (RKLB) Salesforce Inc (CRM) WhiteFiber, Inc. (WYFI) UiPath, Inc. (PATH) Lemonade, Inc. (LMND) Intuit Inc. (INTU) Micron Technology, Inc. (MU) Bitcoin (BTC) Robinhood Markets, Inc. (HOOD) Nike Inc (NKE) Starbucks Corporation (SBUX) Sandisk Corporation (SNDK) Alibaba Group (BABA) Eli Lilly and Company (LLY) Taiwan Semiconductor (TSM) Workday Inc (WDAY) BITMINE IMMERSION TECH (BMNR) Eos Energy Enterprises, Inc. (EOSE)
Top Social Posts
Top posts by engagements in the last [--] hours
"5/ $NU Nu is bringing modern financial services to unbanked populations in Latin America. Their technology-driven low-cost model enables fast growth and huge profits. - 127M Customers - Path to 300M in a decade - Active in Brazil Mexico and Colombia - Expanding to the US - $38.8B in Deposits - $30.4B in Customer Loans - 70% Growth in ARPU in [--] years. The first phase was acquiring hundreds of millions of customers AI Private Banker is the second phase. A personalized intelligent advisor embedded directly into its mobile app. Great financial advice is no longer reserved for the 1%. Now everyone"
X Link 2026-02-05T18:36Z 21.1K followers, [----] engagements
"3/ $DLO Operating leverage in action 📈 Revenues: +1637% 📉 Opex: +720%"
X Link 2026-02-11T19:32Z 21.1K followers, [----] engagements
"🚨 $NBIS $16-20B CAPEX GUIDANCE FOR 2026🚨 INSANE 🚀"
X Link 2026-02-12T13:19Z 21.1K followers, [----] engagements
"15/ ARM $ARM is fueling the robotics revolution by delivering the IP behind architectures that power billions of intelligent devices. Arms low-power high-performance CPU and GPU architectures enable system-on-chip (SoC) designs with great efficiency. Arm processors give robots the ability to run AI workloads process sensor data and execute real-time control. Their services make the development of autonomous drones delivery bots and industrial robots viable and more affordable. As the robotics industry expands globally Arms technology is poised to underpin it"
X Link 2025-09-06T17:34Z 20.9K followers, [----] engagements
"📶Astera Labs One Pager $ALAB +8% YTD 🟢 Supplier of specialised AI connectivity solutions and networking equipment. - Strong Margins - Insane Demand - 805% Revenue Growth - 39% [----] EPS CAGR - Demanding Valuation - 26% Below Consensus Price Target"
X Link 2025-11-28T19:05Z 20.8K followers, [----] engagements
"Which portfolio will have the best return in [--] years A: - $TTD - $PYPL - $NVO - $ADBE - $DUOL B: - $NBIS - $IREN - $CIFR - $WYFI - $CRVW C: - $NU - $PGY - $SOFI - $WISE - $ADYEN D: - $ASTS - $HIMS - $TSLA - $OSCR - $ROOT E: - $SE - $NU - $DLO - $MELI - $GRAB"
X Link 2025-12-21T19:17Z 20.8K followers, 18.6K engagements
"Which name from each basket will have the best return in [--] years Fallen Angels: - $TTD - $PYPL - $NVO - $ADBE - $DUOL AI Infra: - $NBIS - $IREN - $CIFR - $CRVW Fintech: - $NU - $PGY - $SOFI - $DAVE - $ADYEN Disruptors: - $ASTS - $HIMS - $TSLA - $OSCR - $ROOT AI Applications: - $ZETA - $APP - $PLTR - $GOOGL Emerging Markets: - $SE - $NU - $DLO - $MELI - $GRAB https://twitter.com/i/web/status/2008256736226857060 https://twitter.com/i/web/status/2008256736226857060"
X Link 2026-01-05T19:18Z 20.9K followers, 18K engagements
"🔟 Companies I would buy right now: - $NU - $DLO - $NVO - $SOFI - $MELI - $NBIS - $IREN - $ZETA - $HROW - $GOOGL 🔟 Companies I wouldn't: - $PEP - $TTD - $XYZ - $NKE - $PLTR - $HIMS - $ADBE - $SBUX - $OKLO - $CRVW"
X Link 2026-01-14T17:36Z 21K followers, 13.2K engagements
"6 Undervalued Stocks with a P/S [--] 1/ Oscar Health $OSCR P/S [---] "Never waste a good Crisis." Mark Bertolini As Trump's Big Beautiful Bill creates chaos in the system Oscar can be the one to use that chaos as a ladder. "Oscar is a Pirate ship in a sea full of Spanish galleons full of Gold. We are ready to take their business." They are changing health insurance by combining technology data and member-first design to transform how people access and experience healthcare. Health insurance is a fragmented system that's difficult to navigate costly to manage and frustrating for patients. Legacy"
X Link 2026-01-15T19:15Z 21K followers, 11.5K engagements
"5/ Golden Matrix Group $GMGI P/S [---] $GMGI is a $103M gambling small cap that trades for a very affordable valuation largely because of the temporary losses and the higher risk nature of its business. However in my view $GMGI is in a good position to grow in the fast-growing online gaming market. The company has a B2B gambling business that supplies white-label platforms that allow casinos and sportsbooks to launch and operate and run online casinos. But also GMGI is expanding into the higher-margin B2C consumer gaming segment through online casinos and sportsbooks in emerging markets in"
X Link 2026-01-15T19:15Z 21K followers, [----] engagements
"6/ Greggs $GRG P/S [---] Greggs is the UKs leading food-on-the-go bakery operating thousands of shops that sell freshly prepared pastries sandwiches and hot food at affordable prices. Its dense national footprint strong brand recognition and growing digital and delivery presence make it a daily staple for millions of customers. Despite resilient demand and continued sales growth Greggs valuation reflects near-term margin pressure from wages and input costs. The market appears to be underestimating the durability of its value proposition and its ability to normalise margins as cost inflation"
X Link 2026-01-15T19:15Z 21K followers, [----] engagements
"http://x.com/i/article/2012728757166186496 http://x.com/i/article/2012728757166186496"
X Link 2026-01-19T10:47Z 21.1K followers, 221.9K engagements
"In my opinion these [--] stocks will handily beat the S&P [---] in the next [--] years: - $SE - $NU - $DLO - $APP - $PGY - $HITI - $MELI - $SOFI - $NVO - $IREN - $NBIS - $ZETA - $GRAB - $RBRK - $PATH - $META - $OSCR - $ROOT - $HROW - $GOOGL"
X Link 2026-01-19T19:39Z 21K followers, 27.1K engagements
""The Monetary Order is Breaking Down" Ray Dalio from Davos Dalio highlights that the gold market outperformed tech and US markets recently hitting record levels as central banks and sovereign wealth funds use it as a diversifier. Trump is destroying the power of the USD He also explains that current events are analogous to historical cycles where high debt levels and geopolitical conflicts lead even allies to prefer "hard currency" over debt assets like bonds. For a neutral investor Dalio suggests a diversified portfolio where gold represents 5% to 15% of the total. He personally favors"
X Link 2026-01-20T14:21Z 21.1K followers, 50.8K engagements
"4/ $DLO DLocal is a cross-border payments platform enabling global enterprises to transact seamlessly in emerging markets through a single API. - Active in 40+ Countries - Hundreds of payment methods - $35B TPV growing 50% - Path to $200B in TPV - An insane 157% TPV Retention - Dirt cheap at [--] P/E https://twitter.com/i/web/status/2013661738185510931 https://twitter.com/i/web/status/2013661738185510931"
X Link 2026-01-20T17:15Z 21K followers, 56.2K engagements
"5/ $OSCR Oscar Health is a technology-first health insurance platform focused on delivering a more efficient consumer-centric healthcare experience. - 2.1M Members - Active in [--] States - Path to [--] States and 5M+ Members - 201% 3-year Revenue Growth - Guided for return to profitability in [----] - Clear path to grow for a decade plus by being the most affordable health insurance with the best user experience https://twitter.com/i/web/status/2013661744980189261 https://twitter.com/i/web/status/2013661744980189261"
X Link 2026-01-20T17:15Z 21K followers, 53.6K engagements
"Ladies and Gentlemen I Present $DAVE a Tiny But Fierce Fintech Neobank. $DAVE +1987% 3Y 🚀 🚀 🚀 +114% 1Y 🟢 🟢 🟢 - Strong Margins - Growing Loan Book - 13% [----] EPS CAGR - Reasonable Valuation - 39% Below Consensus Price Target"
X Link 2026-01-20T19:11Z 21K followers, [----] engagements
"The Worlds Most Used E-commerce Apps - $AMZN 651.7M - $SE Shopee 392.8M - $PDD Temu 246.4M - Shein 215.1M - $MELI 125M $MELI and $SE are dominating their region. Southeast Asia is growing rapidly. Imagine the profits $SE will print once it develops. Bullish"
X Link 2026-01-20T20:04Z 20.8K followers, [----] engagements
"@marinojo13 I haven't looked into Eos Energy what's special about them"
X Link 2026-01-22T03:51Z 21K followers, [----] engagements
"Ladies and Gentlemen I Present $LMND The Auto Insurance Partner for $TSLA FSD. 🚗 🧠 💸 $LMND +525% 3Y 🚀 🚀 🚀 +27% YTD 🟢 🟢 🟢 Tesla is collaborating to launch Lemonade Autonomous Car insurance. This is an endorsement of Teslas Full Self-Driving safety. Lemonade has integrated directly with Teslas vehicle telemetry to offer significantly lower rates for miles driven using autonomous software. - 50% Rate reduction for FSD Miles - Direct API Integration - $LMND is getting data for free https://twitter.com/i/web/status/2014768184964927784 https://twitter.com/i/web/status/2014768184964927784"
X Link 2026-01-23T18:32Z 20.7K followers, [----] engagements
"Which portfolio would you choose 🤖AI - $PLTR - $IREN - $NVDA - $NBIS - $CRWV 💎Undervalued Quality - $GOOGL - $META - $NVO - $LVMH - $AMZN 📈Disruptors - $NU - $HIMS - $LMND - $OSCR - $ROOT 👑Monopolies - $V - $MA - $ASML - $INTU - $SPGI"
X Link 2026-01-24T18:03Z 20.9K followers, 27.9K engagements
"My Favourite Businesses: AI Infra- $IREN $NBIS AI Applications- $ZETA $GOOGL $APP $PATH Insurance- $ROOT $OSCR Cybersecurity- $RBRK $S E-commerce- $MELI $SE $AMZN Fintech- $SOFI $NU $DLO Healthcare- $NVO $HROW $TMDX Transportation- $UBER $GRAB Chips- $AMD $ASML $AVGO"
X Link 2026-01-25T18:17Z 20.9K followers, 15.4K engagements
"$SOFI is reporting earnings next week. Analysts expect: - $982M Revenue +33% 🟢 - $306M EBITDA +54% 🟢 - $150M Net Income -55% - $0.12 EPS -63% $SOFI consistently beat analyst estimates by how much will they beat it this time"
X Link 2026-01-25T19:04Z 20.7K followers, 11.5K engagements
"Elon Musk has predicted that orbital industries and businesses will surpass the value of the Earth in the future. Who will capture that value $RKLB $ASTS $BA $AIR $PL"
X Link 2026-01-26T16:03Z 20.7K followers, [----] engagements
"Names with a great start of the year: 🟢 $SNDK +105% 🟢 $BE +67% 🟢 $APLD +66% 🟢 $ASTS +49% 🟢 $IREN +50% 🟢 $CRWV +45% 🟢 $GLXY +43% 🟢 $MU +40% 🟢 $ASML +30% 🟢 $RKLB +27% 🟢 $NVO +22% 🟢 $OKLO +22% 🟢 $CELH +22% 🟢 $AMD +21% 🟢 $BABA +18% 🟢 $NBIS +17%"
X Link 2026-01-26T18:19Z 20.8K followers, [----] engagements
"Tom Lee: "We still like the Mag7 and the Megacaps". $TSLA $NVDA $META $MSFT $AMZN $GOOGL $AAPL $AVGO $TSLA $MU $AMD He likes the Mag7 for its strong earnings visibility but he sees better relative value in the underloved sectors this year. Lee identifies energy and basic materials as his top picks for [----]. He bases this on historical data showing that when these sectors underperform for five years as they have recently it often marks a major turning point higher. Furthermore he expects small caps to benefit from a dovish Fed a potential wave of M&A activity and the ISM manufacturing index"
X Link 2026-01-26T19:24Z 20.7K followers, 10.1K engagements
"2/ ADJ EBITDA This is a key metric and a proxy for FCF. $SOFI guided for $1035B for [----]. So far in [----] they have earned $736M. $299M to reach the guide would imply 51% Y/Y growth"
X Link 2026-01-26T19:40Z 20.8K followers, [---] engagements
"2/ Pagaya $PGY A $1.7B market cap AI-powered fintech. The company operates a two-sided network with AI at its core. On one side it partners with credit investors looking to earn income from funding loans. On the other side partners with banks and fintechs to deploy that capital to fund consumer loans. $PGY Business Model is very simple 1) Jane applies for a loan. 2) A bank rejects the loan. 3) It sends the application to $PGY 4) $PGY AI reviews the application 5) If approved Jane gets the loan 6) The money is sent through the Bank 7) But the loan is funded by credit investors 8) Facilitated"
X Link 2026-01-27T18:16Z 21K followers, [----] engagements
"3/ Dlocal $DLO A $4.3B market cap Uruguayan payments fintech. The company specialises in connecting global businesses with billions of consumers in emerging markets. Their unified payments platform enables companies to transact locally in over [--] countries. DLocals AI-powered infrastructure optimizes transaction routing fraud prevention and currency conversion in real time. This ensures faster cheaper and more reliable payments between merchants and consumers regardless of market or regulatory barriers. For Dlocal customers this means instant access to new markets higher conversion rates and"
X Link 2026-01-27T18:16Z 21K followers, [----] engagements
"4/ High Tide $HITI is a $219M Canadian Cannabis retailer. The company stands as Canada's most rapidly expanding cannabis dispensary currently pushing into the German market while exploring brand licensing opportunities across the United States. While many competitors are still focused on traditional simple dispensary models High Tide is leveraging e-commerce private-label products and Costco-like subscriptions to scale rapidly. With evolving marketplaces throughout Canada America and internationally High Tide is well-situated to capitalize on growing consumer acceptance and favorable"
X Link 2026-01-27T18:16Z 20.8K followers, [----] engagements
"5/ Transmedics $TMDX is a $4.8B organ transplantation medical device technology company. They are taking the SaaS approach pioneered by the software industry and applying it to organ transplantation Organ-as-a-Service offering could revolutionise the organ transplant industry Procuring organs for patients is only part of the puzzle getting them to the hospital in an ideal condition in time for the surgery is a serious challenge. Key bottlenecks include: - Effectiveness of cold storage - Limited organ utilization - Logistical constraints - High cost $TDMX tackles all of them by building a"
X Link 2026-01-27T18:17Z 20.8K followers, [----] engagements
"6/ WhiteFiber $WYFI is a $785M market cap AI Data Center developer. The company has found an interesting niche in the AI Data Centers Brownfield Retrofits 🏗 They take manufacturing facilities with existing energy grid connections and repurpose them as AI Data Centers These data centers are being built [--] times faster and 25-40% cheaper than brand new facilities With this model they can go from Zero to Revenue in months whilst for new projects it takes 2-4 years With a $363B TAM and a valuation of about 4x [----] EBITDA the company is an interesting opportunity."
X Link 2026-01-27T18:17Z 20.8K followers, [----] engagements
"9/ Ondas $ONDS is a $4.7B market cap developer of mission-critical wireless infrastructure and autonomous systems for industrial and defense applications. By delivering secure private broadband networks and advanced autonomous drone platforms Ondas enables organizations to digitize operations automate tasks and operate safely in the most demanding environments. Ondas proprietary FullMAX wireless technology provides long-range high-reliability connectivity for - Industrial IoT - Rail - Utilities - Other critical infrastructure Its autonomous drone systems deliver real-time data surveillance"
X Link 2026-01-27T18:17Z 21K followers, [----] engagements
"Fwd Revenue Growth Estimates: 🚀 $ASTS +1199% 🟢 $NBIS +374% 🟢 $IREN +125% - $NVDA +63% - $DLO +38% - $MELI +37% - $DUOL +38% - $NU +36% - $RKLB +34% - $AMD +32% - $ZETA +28% - $GRAB +22% - $HIMS +18% - $ASML +15% - $GOOGL +14% - $ADBE +10% - $OSCR +6% 🟡 $PYPL +5% 🔴 $TSLA -3% https://twitter.com/i/web/status/2016225550642164060 https://twitter.com/i/web/status/2016225550642164060"
X Link 2026-01-27T19:03Z 20.8K followers, 29K engagements
"10/ Oscar Health $OSCR is a $4.2B health insurance upstart. The company has a technology-first health insurance platform focused on delivering a more efficient consumer-centric healthcare experience. - 2.1M Members - Active in [--] States - Path to [--] States and 5M+ Members - 201% 3-year Revenue Growth - Guided for return to profitability in [----] - Clear path to grow for a decade plus by being the most affordable health insurance with the best user experience https://twitter.com/i/web/status/2016324413717938286 https://twitter.com/i/web/status/2016324413717938286"
X Link 2026-01-28T01:36Z 21K followers, [----] engagements
"In [----] $ASML made 5B from maintenance and services of existing ASML machines. In [----] it was 8.2B. +65% in [--] years"
X Link 2026-01-28T06:41Z 20.7K followers, [----] engagements
"- $NBIS at $98 is better than $CRVW - $IREN at $60 is better than $CRVW - $GOOGL at $335 is still UNDERVALUED - $NVO at $563 is better than $LLY - $GRAB at $4.7 is better than $UBER - $PGY at $21 is better than $PYPL - $ZETA at $20 is better than $TTD - $PATH at $14 is better than $CRM https://twitter.com/i/web/status/2016563251916439703 https://twitter.com/i/web/status/2016563251916439703"
X Link 2026-01-28T17:25Z 20.9K followers, 30.3K engagements
"🟢 $IREN +60% YTD INCREDIBLE There is a lot of speculation that a major announcement is coming Is a $10B deal with $AMZN $MSFT or $GOOGL imminent In preparation for next week's earnings I recommend you check my $IREN Investment Thesis right here on X https://t.co/6ZbmD3zhfx https://t.co/6ZbmD3zhfx"
X Link 2026-01-28T18:45Z 20.8K followers, [----] engagements
"I see a lot of negative sentiment on $GRAB because the stock hasn't done anything Yet all lines are going up - GMV $3.6B 📈 $5.8B - Monthly Users 33.3M 📈 47.7M - Deliveries Revenue $294M 📈 $465M - Mobility Revenue $194M 📈 $317M - Financial Revenue $36M 📈 $90M - EBITDA -$216M 📈 $74M [----] Estimates: - Revenue $4.9B - EBITDA $1B - Net Income $601M https://twitter.com/i/web/status/2016589933947883606 https://twitter.com/i/web/status/2016589933947883606"
X Link 2026-01-28T19:11Z 21.1K followers, [----] engagements
"Part [--] of my $NVO Deep Dive is out How Ozempic Transformed Novo Nordisk Part [--] Brief History and Business Model. Part [--] Management Competitive Advantages Competitors and Risks. Part [--] Opportunities Financial Analysis and a Valuation Model. At the usual place"
X Link 2026-01-28T20:06Z 20.8K followers, [----] engagements
"🚨ALEX CHRISS IS OUT $PYPL"
X Link 2026-02-03T12:21Z 21K followers, [----] engagements
"$PYPL is officially UNINVESTABLE It doesn't matter how cheap it gets They are like Manchester United a once great entity that has lost relevance in their arena because of terrible leadership and poor decisions And $PYPL just fired the coach Just like Manchester United $PYPL is taking the easy way out firing the coach and hoping that a new guy will turn it around. The coach is not the problem the whole organization is rotten and requires a complete rebuild from top to bottom. https://twitter.com/i/web/status/2018663131514392891 https://twitter.com/i/web/status/2018663131514392891"
X Link 2026-02-03T12:29Z 21K followers, [----] engagements
"This $PYPL Guidance is pure 💩 Everything is declining"
X Link 2026-02-03T12:43Z 21K followers, 14.1K engagements
"$PYPL is the inverse $PLTR One is extremely expensive keeps getting more expensive but constantly delivers supreme earnings after supreme earnings. The other is extremely cheap and keeps getting cheaper but constantly delivers worse and worse earnings"
X Link 2026-02-03T13:05Z 21K followers, [----] engagements
"Great analysis on the new $PYPL CEO. After reading the article it seems to me that the board could be preparing to sell the company. They hired the guy that will cut costs and increase margins not innovate. This is who you hire before selling the company. https://t.co/3qMsCrJ1y1 https://t.co/3qMsCrJ1y1"
X Link 2026-02-03T15:54Z 20.7K followers, [----] engagements
"SpaceX set to merge with xAI forming a $1.25T company INSANE 🤯 This move is seen as a way to provide financial stability to xAI which is currently burning a lot of cash by pairing it with the more stable and profitable SpaceX. The merger aligns with SpaceXs recent FCC filing to launch up to a million satellites for a space cloud. The goal is to build AI data centers in space taking advantage of unlimited solar power and cold temperatures for cooling. This merger is being positioned ahead of a planned IPO that could happen as soon as this summer potentially becoming the largest IPO on record."
X Link 2026-02-03T16:30Z 20.7K followers, [----] engagements
"$SOFI is down over 30% from November and the sentiment is terrible. Yet all the lines are going up 📈 - Members 1M 📈 13.7M - Products 1.2M 📈 20.2M - Lending Origination $11.2B 📈 $36.4B - Lending Revenue $434M 📈 $1.85B - Tech Platform Revenue $1M 📈 $450M - Financial Services Revenue $4M 📈 $1.54B - EBIT -$329M 📈 $526M - Net Income -$224M 📈 $481M - EPS -$4.02 📈 $0.42 This is a generational company whose story is far from over https://twitter.com/i/web/status/2018774306801557964 https://twitter.com/i/web/status/2018774306801557964"
X Link 2026-02-03T19:51Z 21.1K followers, 11.4K engagements
"$IREN reports earnings on Thursday Here are [--] catalysts to watch 1/ New Hyperscaller Deals $IREN announced the $9.7B $MSFT deal on November [--] [----] sending the stock up over 20%. This was [--] months ago and in this time the company has made meaningful progress towards building additional capacity. A new hyperscaler deal is expected to be announced at any moment and would be a huge catalyst for the stock. https://twitter.com/i/web/status/2018782370401341605 https://twitter.com/i/web/status/2018782370401341605"
X Link 2026-02-03T20:23Z 21K followers, 13.8K engagements
"3/ New Data Center Locations $IREN has said that they have a 3GW secured power and "multi-GW development pipeline". If $IREN announces an acquisition of a new location from its "multi-GW development pipeline" the stock will moon"
X Link 2026-02-03T20:23Z 20.8K followers, [----] engagements
"5/ Capex Update $IREN just raised billions in convertible notes to fund Capex. Analysts expect capex: - $5.8B for [----] - $2.9B for [----] - $3.8B for [----] These estimates are below what I expect $IREN needs to spend to bring their pipeline online. Likely they will release new guidance for [----] or [----]. If too high the stock could suffer. https://twitter.com/i/web/status/2018782402202435854 https://twitter.com/i/web/status/2018782402202435854"
X Link 2026-02-03T20:23Z 20.7K followers, [----] engagements
"6/ Bonus Point Valuation $IREN has risen over 40% in January now trading for a P/S of [--]. That is high but fair considering the company is expected to grow at 100% per year for a few years"
X Link 2026-02-03T20:23Z 20.7K followers, [----] engagements
"Great analysis of the poor guidance and why $NVO is down 15% today Releasing the earnings report one day early is really strange. $NVO -Novo Nordisk is down 15% today. There is no beating around the bush here. Things are not looking good. I just wrote an emergency update with my thoughts on the lowered guidance and overall press release. Check it out. Link in bio and in the comments below https://t.co/IRMXauTNhT $NVO -Novo Nordisk is down 15% today. There is no beating around the bush here. Things are not looking good. I just wrote an emergency update with my thoughts on the lowered guidance"
X Link 2026-02-04T03:41Z 20.9K followers, [----] engagements
"@rugged_daily Investors shouldn't care about past laurels and focus on the future. The truth is that Apple is a [--] in AI and eventually that will be get reflected in their earnings as they lag behind other who develop very profitable AI products and services"
X Link 2026-02-04T06:50Z 20.8K followers, [---] engagements
"$UBER Revenue grew by 18.3% in [----] - up from 17.96% in [----] - 16.95% in [----] It's quite impressive for a $52B revenue to have an accelerating business. I might need to take a look at this P/FCF of [--] seems cheap"
X Link 2026-02-04T12:39Z 21K followers, [----] engagements
"🟢 $ENPH +24% I sold it at -70% a few years back never thought that this day would come. Is Solar Winter over"
X Link 2026-02-04T13:21Z 21K followers, [----] engagements
"6 Companies I think are great buys: - $NU - $PGY - $SOFI - $IREN - $NBIS - $ZETA [--] Companies that should be avoided like the plague: - $ADBE - $PYPL - $MSTR - $SBUX - $NKE - $DUOL"
X Link 2026-02-04T18:16Z 21.1K followers, 18.8K engagements
"Ladies and Gentlemen I present the AI Infrastructure Giant $IREN Reporting earnings on Thursday $IREN +2264% 3Y 🟢 +41% YTD 🟢 - Strong Bitcoin Earnings - Huge FCF Losses - 3W Capacity Target - 154% [----] EBITDA CAGR - Reasonable Valuation - 38% Below Consensus Price Target"
X Link 2026-02-04T18:37Z 21.1K followers, 32.1K engagements
"$ZETA estimates have increased 🟢 Revenues: 2025: $998M ➡ $1.3B +29% 2026: $1.43B ➡ $1.73B +21% FCF: 2025: $100M ➡ $157M +57% 2026: $150M ➡ $224M +29% Will they go up even more"
X Link 2026-02-05T17:30Z 20.8K followers, [----] engagements
"7/ $NVDA $NVDA is redefining the future of computing by powering the AI revolution with its industry-leading GPUs and CUDA platform. - Best AI Training Chips - CUDA AI coding ecosystem - $500B Backlog - Insane 50%+ Net Margins Originally graphics processors were designed for gaming and visual rendering. While powerful they werent built to handle the massive parallel computations needed for machine learning and AI at scale. With $NVDA the process is much faster its GPUs CUDA software ecosystem and AI-focused hardware like the H200 make training and inference exponentially faster and more"
X Link 2026-02-05T18:37Z 20.9K followers, [----] engagements
"8/ $AMD $AMD is the little cousin of $NVDA that's challenging the status quo in computing by delivering high-performance CPUs GPUs and adaptive processors. - Leading Inference Chips - Accelerating Revenue Growth - 154% FCF Growth $AMD is shifting the landscape its Ryzen and EPYC processors deliver industry-leading efficiency and performance per watt while Radeon GPUs and AI accelerators provide competitive alternatives in gaming data centers and AI workloads. By combining relentless innovation with an open ecosystem $AMD is redefining performance computing and becoming a critical player in"
X Link 2026-02-05T18:37Z 21.1K followers, [----] engagements
"9/ $PLTR Palantir is a SaaS business that's transforming how organizations harness data by delivering AI-powered platforms that turn complexity into actionable intelligence. - $330B Market Cap - 54% FCF Margin - 43% Net Income Margin - 70% Revenue Growth - 767% EPS Growth For decades enterprises and governments struggled with siloed data legacy systems and slow decision-making. Extracting insights required armies of analysts long timelines and custom integrations that often failed to scale. With $PLTR the process is radically different as its AI-powered software platforms integrate seamlessly"
X Link 2026-02-05T18:37Z 21.1K followers, [----] engagements
"11/ $META $META controls the attention of the world. - 3.6B Daily Users - 15% ARPU Growth - 22% Revenue Growth - 41% EBIT Margin A few months ago they announced new smart glasses that could bring a new form factor to the masses. And AI will turbocharge everything Before AI social networks relied on manual sharing and simple algorithms to surface posts and ads. Discovery was limited personalization was shallow and building new digital experiences required years of iteration. Now AI powers Reels and feeds with personalized recommendations enhances ad targeting for unmatched ROI and drives"
X Link 2026-02-05T18:37Z 21.1K followers, [----] engagements
"14/ $TSM While $AMD and $NVDA sell the picks and shovels that power the AI revolution $TSM is the one actually making them. - 72% Foundry Market Share - 90%+ Market Share in AI Chips - 31% Revenue Growth - 54% EBIT Margin (Insane for industrial) For decades chip design and production were vertically integrated with each company making its own chips. This limited innovation slowed production and created enormous barriers to entry. With $TSM the process is radically more efficient The best chip designers like Apple NVIDIA and AMD don't own the factory anymore they focus on innovation while $TSM"
X Link 2026-02-05T18:38Z 20.9K followers, [----] engagements
"15/ $BABA Alibaba is the $AMZN of China using many of the same strategies that propelled Amazon to Western domination in China and the rest of Asia. The company is reshaping Chinas digital economy by combining e-commerce scale fintech innovation and cloud AI infrastructure into one powerful ecosystem. With $BABA the process is radically streamlined Taobao and Tmall connect hundreds of millions of consumers with merchants Alipay powers secure digital payments and financial inclusion and Alibaba Cloud provides AI-driven infrastructure that supports businesses at every scale. AI is fuelling"
X Link 2026-02-05T18:38Z 21.1K followers, [----] engagements
"16/ $MELI Mercado Libre is redefining commerce and finance in Latin America by building the regions most powerful AI-powered e-commerce and fintech ecosystem. - #1 Ecommerce Player in LATAM - 72M Fintech MAUs - 77M Ecom Buyers - $60B Ecom Platform Sales - $253B Payment Volumes Latin American consumers and businesses face a fragmented retail system have limited access to credit and deal with outdated payment systems. Shopping online was unreliable payments were risky and financial inclusion lagged behind global standards. Then $MELI changes everything. Its marketplace connects millions of"
X Link 2026-02-05T18:38Z 21.1K followers, [----] engagements
"17/ $TSLA Elon has put AI at the core of the company aiming to make it THE dominant physical AI company. Furthermore he has made some lofty targets: - $8.5T Market Cap 6x from today - $400B ADJ EBITDA 29x - 20M Vehicles Delivered - 10M FSD Subscriptions - 1M Robotaxis - 1M Tesla Bots For decades industrial robots were limited to rigid repetitive tasks in structured factory settings. Progress toward general-purpose robots slowed down due to hardware constraints high costs and the lack of scalable AI integration. Optimus is designed to operate in dynamic real-world environments learn from"
X Link 2026-02-05T18:38Z 21.1K followers, [----] engagements
"18/ $ISRG Intuitive Surgical pioneered robot-assisted surgery with its DaVinci systems. - 21% Revenue Growth - $8.5B ARR - 36% EBITDA Margin AI-assisted surgery is the logical next level It's da Vinci robotic system enables surgeons to operate with enhanced dexterity and vision through tiny incisions while data and AI-powered insights assist in planning training and improving surgical outcomes. Hospitals benefit from shorter patient stays faster recovery and higher throughput all driving adoption across specialties worldwide. By combining robotics data and AI $ISRG is poised to deliver a"
X Link 2026-02-05T18:38Z 21.1K followers, [----] engagements
"Ladies and Gentlemen I present $GOOGL the Best Company in the world $GOOGL +219% 5Y 🟢 +74% 1Y 🟢 - Strong Margins - Insane $240B Backlog - 206% Growth in Cloud Revenue - 19% [----] FCF CAGR - Affordable Valuation - 4% Below Consensus Price Target"
X Link 2026-02-05T19:01Z 20.9K followers, [----] engagements
"🚨 $IREN HUGE NEWS 🚨 NEW 1.6GW DATA CENTER IN OKLAHOMA"
X Link 2026-02-05T21:07Z 21.1K followers, 25.2K engagements
"$IREN Dan Roberts 🚀 🚀 🚀 With more than 4.5GW of secured power we are able to advance a broad set of opportunities in our pipeline and support the next phase of growth. Our $3.4bn ARR target represents an early stage of monetization relative to the size of our secured power portfolio highlighting the scale of the platform we are building. https://twitter.com/i/web/status/2019520603808579696 https://twitter.com/i/web/status/2019520603808579696"
X Link 2026-02-05T21:16Z 21.1K followers, 29.4K engagements
"$IREN Crash Continues on $BTC Fears 🔴 Yet - Secured $3.6B GPU Financing - 95% of $MSFT GPU needs covered - 140K GPU by end of [----] - $3.4B ARR by end of [----] - New 1.6GW Data Center in Oklahoma - Secured power now at 4.5GW The AI story continues to develop yet the market ignores it because $BTC is down. This is a clear opportunity https://twitter.com/i/web/status/2019521938876514460 https://twitter.com/i/web/status/2019521938876514460"
X Link 2026-02-05T21:22Z 20.8K followers, 14.8K engagements
"Never though that I would see company like $AMZN to fall like rock like this"
X Link 2026-02-05T21:23Z 20.8K followers, [----] engagements
"🚨 $IREN Q4 Results -11% 🔴First Reaction 🚨 $3.6B GPU Financing Secured for $MSFT Contract Revenue $185M 🔴HUGE MISS (Estimate $227M) EBITDA -$244M 🔴HUGE MISS ($99M) Net Income -$155M 🔴HUGE MISS (-$44M) AI Revenues $17.3M +137% Q/Q 🟢 Bitcoin Revenues $167.4M -28% Q/Q 🔴"
X Link 2026-02-05T21:24Z 20.9K followers, 37.7K engagements
"$IREN answers and important question $3.6B GPU Financing secured to serve the $MSFT contract at 6% interest rate. Bears said that $IREN will need to issue more convertible notes and that nobody will finance the GPUs. Well they were wrong. As I said before these note raises had little to do with the $MSFT contract and more with preparing the company for the future. This is a clear template for how $IREN will operate in the future to bring all their data centers to life. https://twitter.com/i/web/status/2019523992403538208 https://twitter.com/i/web/status/2019523992403538208"
X Link 2026-02-05T21:30Z 20.9K followers, 17.6K engagements
"$IREN 👷 🏗 "Horizon 1-4 construction progressing to schedule""
X Link 2026-02-05T21:35Z 20.9K followers, [----] engagements
"The new $IREN Oklahoma Data Center is a monster - 1.6GW - Increases secured power to 4.5GW - power scheduled to ramp from [----] - over [----] acres At $10M ARR per MW this could become a $16B revenue Data Center BULLISH 🟢"
X Link 2026-02-05T21:39Z 21K followers, 15.9K engagements
"$IREN Cash now sits at $3.26B an increase from $1B in the prior quarter as the result of convertible note raises. This is plenty of gun powder to continue developing data centers and survive current stock market jitters before they will need to raise again"
X Link 2026-02-05T21:58Z 20.9K followers, [----] engagements
"$IREN Q4 [----] - AI Revenues $17.3M - AI Cloud COGS $2.4M - Gross Margin of 86% Impressive results this early and at such a small scale"
X Link 2026-02-05T22:00Z 20.9K followers, [----] engagements
"$IREN Missed analysts estimates on everything but not because the core AI business. Revenue miss was entirely because of lower $BTC price yet that segment is not important in the long term. Expenses were higher than analysts expected because of: [--]. $31.8M accelerated depreciation in the bitcoin business as the company switches $BTC mining equipment to AI GPUs. This transition makes sense as that capacity has more earnings potential per MW as an AI data center. [--]. $219M of unrealized losses related to prepaid forwards and capped calls associated with convertible notes. Financial engineering"
X Link 2026-02-05T22:14Z 21.1K followers, 20.5K engagements
""We continue to diversify our sources of capital to support capacity growth and customer deployment. We have multiple financing pathways underway that allow us to scale our data center and GPU footprint in a disciplined manner while maintaining balance sheet strenght" $IREN"
X Link 2026-02-05T22:28Z 20.9K followers, [----] engagements
"@_melonBird You don't understand their business. All their capacity is used by customers. They don't have GPUs sitting unused. As they put more capacity online revenues will increase"
X Link 2026-02-05T22:33Z 20.8K followers, [---] engagements
"@_melonBird I wasn't aware $MSFT is not a meaningful large company"
X Link 2026-02-05T22:45Z 20.8K followers, [---] engagements
"$IREN below $30 👀 Down 26% in the after-hours 🔴 This reaction makes zero sense. It now trades 3x [----] ARR 🤯"
X Link 2026-02-05T22:54Z 21.1K followers, 24.7K engagements
"Despite $IREN falling 50% in a few days I still believe it to be a great potential AI play. See my $IREN Investment Thesis article https://x.com/TheRayMyers/status/2013201584369602725s=20 https://t.co/6ZbmD3zhfx https://x.com/TheRayMyers/status/2013201584369602725s=20 https://t.co/6ZbmD3zhfx"
X Link 2026-02-06T06:10Z 20.9K followers, 16.6K engagements
"Last quarter $IREN spent $107M on Intangible assets that could be for software. I In the earnings call they mentioned that they have no intention to compete with hyperscalers on software as theirs is the best in the world. However the company is in negotiations for a "multi-billion-dollar deals that require a software solution." With this outflow they could be taking the steps to develop software to serve such clients. While Hyperscalers are the big opportunity smaller deals that involve AI Cloud software could be nice to increase margins a bit as cloud software margins are better than bare"
X Link 2026-02-06T09:54Z 20.9K followers, [----] engagements
"🔴 $IREN fell close to 50% in just a few days I believe that this is a significant overreaction by the market All the negatives are overblown whilst all the positives were completely ignored Read my analysis of the quarter right here on X Its no surprise that the stock has recovered. https://t.co/IBGXmYqB6L https://t.co/IBGXmYqB6L"
X Link 2026-02-07T10:52Z 21.1K followers, 12.4K engagements
"So this $HIMS permabull who authored the gem below a few months ago suddenly says that he sold at the top. How convenient. $HIMS CEO needs to be taught how to talk to the public let alone how to lead. "The team has a stomach of steel. Whether the stock's $70 or $2.87." This is the worst quote I have ever read for a CEO who leads a listed company that faces serious leadership challenges. I was $HIMS CEO needs to be taught how to talk to the public let alone how to lead. "The team has a stomach of steel. Whether the stock's $70 or $2.87." This is the worst quote I have ever read for a CEO who"
X Link 2026-02-08T10:13Z 21K followers, 60.9K engagements
"I wrote this post back in August. Got a lot of pushback for pointing out the obvious that $HIMS expanding internationally is dumb. International expansion was and remains a huge red flag. 🚩 $HIMS International Expansion is a RED Flag [--]. Socialised Healthcare Model In a lot of countries in Europe there is a socialised healthcare model where governments cover a large share of healthcare expenses through high taxes and mandatory health insurance. The whole https://t.co/9drWEnO1uf 🚩 $HIMS International Expansion is a RED Flag [--]. Socialised Healthcare Model In a lot of countries in Europe there"
X Link 2026-02-08T13:26Z 21K followers, [----] engagements
"$IREN Street High Price Target is $94 Darren Aftahi believes there is 125% upside in the stock is he right"
X Link 2026-02-08T17:16Z 21.1K followers, 24.4K engagements
"I don't think there has ever been a bigger RED flag than $HIMS CEO Dudum retweeting a known charlatan stock pumper course seller. This action alone should warrant his termination but he did it a day before selling shares. Yet $HIMS investors completely ignored this obvious red flag because they were watching through rose-colored glasses. However this was not the only red flag the company did: - Giving out an aggressive [----] guidance was a red flag. Hims is not a mature company to know its sales [--] years in advance. Any CEO of a fast-growing company who can tell their sales [--] years from now is"
X Link 2026-02-08T17:26Z 21.1K followers, 40.8K engagements
"$IREN https://t.co/IBGXmYqB6L https://t.co/IBGXmYqB6L"
X Link 2026-02-08T18:45Z 21K followers, [----] engagements
"$SOFI is a $40 stock - 13.6M Members - Adding 1M Members a quarter - 57% Lending Originations Growth - Entering Retail Crypto - Huge Potential for SofiUSD Stablecoin But lastly $SOFI has repeatedly said that over $100B of loan applications are rejected each year and 25% of them are in their "near prime bucket". If they can raise $25B from credit investors for their Loan Platform Business with their 4% take-rate that would mean $1B in revenues. Sofi will blow analyst estimates out of the park https://twitter.com/i/web/status/2020577474325758330"
X Link 2026-02-08T19:16Z 21K followers, 13.6K engagements
"@R1chardMaur1ce I don't believe in stock astrology. I don't buy stocks to hold for a few months"
X Link 2026-02-09T01:55Z 21K followers, [---] engagements
"How many of these so called "professional investors" gave $5 price targets when Sofi was trading for $8 They only follow the price action nothing else. If Sofi would go to $30 by next week suddenly these analysts would "reassess" their models and find some excuse to increase the price target. https://twitter.com/i/web/status/2020678280626725195 https://twitter.com/i/web/status/2020678280626725195"
X Link 2026-02-09T01:56Z 21K followers, [---] engagements
"@Yd__Te Anotrophic is capacity-constrained the same as OpenAI. That new AWS data center will last them a few weeks and then they will need more"
X Link 2026-02-09T01:58Z 21K followers, [--] engagements
"@trevhesinvests I fully understand their business Lender is the most appropriate one-word description of their business"
X Link 2026-02-09T01:59Z 21K followers, [---] engagements
"@longinvest32 It won't. You are delusional"
X Link 2026-02-09T02:17Z 21K followers, [---] engagements
"@R1chardMaur1ce The whole science of stock astrology is selection bias. You look for patterns that are not there. When a pattern is right you are a genius. If its wrong you ignore it"
X Link 2026-02-09T03:10Z 20.9K followers, [--] engagements
"Stocks dont fall to zero without the fundamentals changing. They fall 40-70% during panics and yes i buy them then. I am not perfect and sometimes i sell them early like everyone else. If you can make money looking at charts all day good for you. But most cant. And even from those that do make money most of that is due to luck not their chart reading skills. And if they continue for a long enough time they will lose their shirt eventually. This is not something the average investor should concern themselves with"
X Link 2026-02-09T03:21Z 20.9K followers, [--] engagements
"In how many months will Dudum resign to focus on his family $HIMS 0-1 2-6 13-24 7-12 0-1 2-6 13-24 7-12"
X Link 2026-02-09T07:00Z 21.1K followers, 18.4K engagements
"🚨 $NVO IS SUING $HIMS 🚨 It finally begins"
X Link 2026-02-09T13:00Z 21.1K followers, 11.9K engagements
"So for all the $HIMS bulls: Corporate speak "we had constructive conversations with stakeholders across the industry." Means "we haven't had constructive conversations with anybody our lawyers are crying and our insurance agents are calling non-stop""
X Link 2026-02-09T13:11Z 21.1K followers, [----] engagements
"@stock2me95 Nvo thought its better to partner than to fight. Then hims violated the terms of that partnership as quickly as humanly possible so nvo walked. Now nvo will take them to the cleaners"
X Link 2026-02-09T13:24Z 21K followers, [----] engagements
"@JayTrading_Loot Nvo in a quarter makes more profits than hims entire market cap. So Hims can only offer them peanuts"
X Link 2026-02-09T13:25Z 21K followers, [---] engagements
"Citizens Bank upgrades $SOFI to Outperform $30 price target"
X Link 2026-02-09T14:59Z 21.1K followers, 14.1K engagements
"$IREN Earnings Miss Doesn't Matter Because it was driven by: [--]. $31.8M impairement of Bitcoin equipment as Iren changes its British Columbia data centers from Bitcoin mining to AI GPUs. [--]. $107M UNREALISED loss on hedges it holds to reduce dilution from convertible notes. [--]. $112M one-time non-cash expense to incentivize the conversion of existing debt into equity. Overall Irens earnings demonstrate how complicated and confusing GAAP accounting can be. An investor who just looks at the headline figure could have the impression that their expenses ballooned. Yet as we discussed it was entirely"
X Link 2026-02-09T18:30Z 21.1K followers, [----] engagements
"$OSCR is releasing earnings tomorrow here is what Wall Street Analysts are expecting 🔮 Revenues $3.1B +4.6% 🟡 EBIT -$235M -59% 🔴 Net Income -$239M -56% 🔴 EPS -$0.92 -49% 🔴 FCF $66M -81% 🔴 Analysts expect a bloodbath are they right"
X Link 2026-02-09T20:14Z 21.1K followers, 11.6K engagements
"@ZackStacksKap Indeed investors tend to overlook emerging markets because of various issues. But the tech names there look attractive"
X Link 2026-02-10T01:25Z 21.1K followers, [---] engagements
"@SerranoReyMiami 56% increase in losses and 82% fall in FCF seems like a bloodbath to me"
X Link 2026-02-10T01:27Z 21K followers, [---] engagements
"@wolfofharcourt This seems cool but probably limited impact on bookings"
X Link 2026-02-10T05:57Z 21.1K followers, [---] engagements
"@TeslaFutures I wouldn't take anything $HIMS is peddling if they paid me to"
X Link 2026-02-10T06:26Z 21.1K followers, [---] engagements
"@TacticzH They tend to be overlooked because most people think all emerging markets are like the movie "Slumdog Millionaire""
X Link 2026-02-10T09:40Z 21.1K followers, [---] engagements
"My $NVO Deep Dive is complete. Read Part [--] right here on X - Story of Novo Nordisk - How Drug Development Works - Patent Expirations - Novo's Business Model https://t.co/TohyxtRdT0 https://t.co/TohyxtRdT0"
X Link 2026-02-10T10:14Z 21.1K followers, [----] engagements
"$NVO https://t.co/TohyxtRdT0 https://t.co/TohyxtRdT0"
X Link 2026-02-10T15:30Z 21.1K followers, [----] engagements
"RT @TheRayMyers: Ladies and Gentlemen I Present $SNDK the Memory Chip Giant. $SNDK +1405% 5Y 🚀 🚀 🚀 +97% YTD 🟢 🟢 🟢 - Weak Margins - We"
X Link 2026-02-12T00:30Z 21.1K followers, [--] engagements
"RT @TheRayMyers: $IREN $3.4B [----] ARR Guidance implies the company trades for 4x FWD ARR Furthermore $IREN [----] revenue estimate sits at"
X Link 2026-02-12T02:10Z 21.1K followers, [--] engagements
"RT @TheRayMyers: Is $NBIS still a BUY - Dissecting the $17.4B $MSFT Deal - Unit Economics Analysis - Looking at Wall Street Analyst Estim"
X Link 2026-02-12T05:00Z 21.1K followers, [--] engagements
"After seeing all hyperscalers give $100B+ guidances $AMZN $200B and now $NBIS giving a $16-20B capex guidance I have realised that I don't own enough semis. Next year all the data center equipment infrastructure names will print cash. $ALAB $NVDA $AMD $MU $SNDK $SMCI $ASML $TSM https://twitter.com/i/web/status/2021938899635827167 https://twitter.com/i/web/status/2021938899635827167"
X Link 2026-02-12T13:26Z 21.1K followers, [----] engagements
"Seat-based SaaS is Dead but What Comes After 👇🌐 Anthropics Claude models have created a massive sell-off is Sofware-as-a-Service businesses as investors run away from disruption. - $INTU is down 33% - $NOW is down 28% - $WDAY is down 26% Check my 6-point checklist to survive the SaaS Apocalypse. https://twitter.com/i/web/status/2022028001051803793 https://twitter.com/i/web/status/2022028001051803793"
X Link 2026-02-12T19:20Z 21.1K followers, [----] engagements
"Which name is the most likely to 10x - $IREN at $39 - $CIFR at $15 - $NBIS at $86 - $ASTS at $71 - $PYPL at $59 - $ZETA at $20 - $OSCR at $15 - $HIMS at $34 - $TMDX at $123 - $NVO at $51 - $ONDS at $8.5 - $BTC at $88K - $BMNR at $29 Which other stock you think could 10x"
X Link 2025-12-30T18:15Z 21.1K followers, 334.5K engagements
"The ongoing SaaS apocalypse makes no sense. "AI replacing software is the most illogical thing in the world " Jensen Huang He specifically says that in the context of "software company stocks being under a lot of pressure." $CRM $NOW $INTU $HUBS $PATH $ZETA $WDAY Jennsen explains that while the tech industry has historically sold "screwdrivers and hammers" it is now moving into the "labor" business (a robotaxi is a digital chauffeur). This expands the addressable market from a $1T IT industry to the $100T global economy. He argues that "typing is a commodity." In the past companies were"
X Link 2026-02-04T16:45Z 21.1K followers, [----] engagements
"Rightmove is like Zillow but in the UK $RMV is a major stock market success story and operates with insane 50%+ Net Income margins 🟢 $Z has barely moved since [----] and has been unprofitable for many years 🔴 How did Zillow fumble this business model so badly They could have just stuck to advertising and realtor services and made crazy profits. Instead they wasted billions on this iBuying nonsense. https://twitter.com/i/web/status/1954951062382629176 https://twitter.com/i/web/status/1954951062382629176"
X Link 2025-08-11T17:00Z 21.1K followers, [----] engagements
"If you had to go ALL-IN which name are you picking - $AMD - $HIMS - $NBIS - $LMND - $GRAB - $NVDA - $PLTR - $HOOD - $BABA - $SOFI - $MELI - $UBER - $OSCR - $TSM - $TLSA - $AMZN - $IREN - $GOOGL And why"
X Link 2025-10-14T18:15Z 21.1K followers, 84.9K engagements
"I believe - $NBIS at $127 is better than $IREN $CRVW - $GOOGL at $254 is a BARGAIN - $AMZN at $216 is a STEAL - $NVO at $57 is better than $LLY - $GRAB at $6 is better than $UBER - $PLTR at $182 is a BUBBLE - $NU at $15 is better than $PYPL - $SOFI at $28 is better than $PYPL"
X Link 2025-10-16T17:30Z 21.1K followers, 103.6K engagements
"Can Novo Nordisk recover $NVO +48% 5Y 🟡 -52% YTD 🔴 🔴 🔴 - Strong Margins - Large Dividend Yield - Very Cheap Valuation - 10.3% [----] EPS CAGR - 22% Below Consensus Price Target"
X Link 2025-12-06T19:03Z 21.1K followers, 49.7K engagements
"$GPCR Structure Therapeutics +106% today 🟢 They released positive data on the oral weight-loss drug Aleniglipron with delivered 15.3% weightloss in [--] weeks. This is a threat to $NVO Oral Wegovy which delivered 13.6% in [--] weeks. Pharma is insane"
X Link 2025-12-08T16:00Z 21.1K followers, [----] engagements
"Ladies and Gentlemen I present Adyen the Best Payments Fintech $ADYEN -27% 5Y 🔴 -7% YTD 🔴 - Strong Margins - 1.3T Payment Volumes - 74% Growth in EPS - 29% [----] EBITDA CAGR - Premium Valuation - 26% Below Consensus Price Target"
X Link 2025-12-14T18:35Z 21.1K followers, [----] engagements
"My favourite stocks in these segments: - AI: $NBIS $ZETA $GOOGL $IREN - E-com: $SE $MELI $AMZN - Emerging Markets: $GRAB $SE $NU $DLO - Healthcare: $NVO $HROW $OSCR $TDMX - Semiconductors: $TSM $NVDA $AMD $ASML - Fintech: $ADYEN $SOFI $NU $ROOT - Space: $PL $ASTS $RKLB"
X Link 2026-01-06T18:00Z 21.1K followers, 25.7K engagements
"Which ticker is the most likely to 10x first - $IREN at $17B - $CIFR at $7.4B - $NBIS at $27B - $ASTS at $42B - $PYPL at $53B - $ZETA at $5B - $OSCR at $4B - $HIMS at $7B - $TMDX at $5B - $NVO at $210B - $BTC at $1.85T - $BMNR at $14B - $GOLD at $32T - $PLTR at $407B - $RKLB at $51B https://twitter.com/i/web/status/2013307045525471702 https://twitter.com/i/web/status/2013307045525471702"
X Link 2026-01-19T17:46Z 21.1K followers, 200.1K engagements
"Which of these fallen angels are the most likely to recover 🔴 $TTD -72% 🔴 $FISV -69% 🔴 $HUBS -59% 🔴 $MSTR -58% 🔴 $DUOL -57% 🔴 $DECK -52% 🔴 $LULU -49% 🔴 $CAVA -45% 🔴 $NOW -43% 🔴 $PYPL -38% 🔴 $NVO -35% 🔴 $UNH -34% 🔴 $ADBE -33% 🔴 $CRM -32% 🔴 $RACE -32% 🔴 $CMG -28%"
X Link 2026-01-22T20:18Z 21.1K followers, 148.2K engagements
"ASML Q4 Earnings One Pager $ASML +8% First Reaction🟢 🚨 Incredible Net Bookings Revenue 9.7B +4.8% BEAT (EST 9.58B) 🟢 Net Income 2.8B +3.7% MISS (2.9B) 🟡 FCF 11B +24.6% BEAT (2.2B) 🟢 Services Revenue -0.6% 🟡 Systems Deliveries -22.7% 🔴 Net Bookings +85.6% 🟢 Dividend +3.5% 🟢 https://twitter.com/i/web/status/2016395451214205305 https://twitter.com/i/web/status/2016395451214205305"
X Link 2026-01-28T06:18Z 21.1K followers, [----] engagements
"🚨 $PYPL Q4 Earnings 🔴 -15% First Reaction 🚨TERRIBLE RESULTS - Revenue $8.68B +4% 🔴 MISS (Est $8.79B) - EBIT $1.51B +5% 🔴 MISS (Est $1.58B) - Net Income $1.44B +28% 🟢 BEAT (Est $1.21B) - EPS $1.53 +38% 🟢 Beat (Est $1.29) - FCF $2.19B +0% 🔴 MISS (Est $2.31B) - TPV $475B +9% +6% FXN 🟡 - Transaction Margin $4B +3% 🔴 - ADJ FCF $2.1B 🟡 - ADJ EPS $1.23 +3% 🔴 - Active Accounts 439M +1% 🔴 - Monthly Active Accounts 231M +1% 🔴 - Number of Payment Transactions 6.75B +2% 🔴 - Transactions per Active Account [----] -5% 🔴 Guidance: Q1: Transactions Margin "slight decline" 🔴 ADJ EPS "mid single"
X Link 2026-02-03T12:35Z 21.1K followers, [----] engagements
"Trump Launches Rare Earths "Project Vault" 🟢 $MP +3% 🟢 $USAR +3% 🟢 $CRML +2% 🟢 $TMC +2% 🟢 $UAMY +4.5% 🟢 $NB +4% The initiative aims to ensure that American businesses and workers are not harmed by mineral shortages similar to the Strategic Petroleum Reserve for oil. The project involves a combination of $10B in Export-Import Bank financing and $2B in private sector investment. To bolster domestic supply the administration is expediting federal permitting for mining projects and signing mineral deals with international partners. https://twitter.com/i/web/status/2018742394993119719"
X Link 2026-02-03T17:44Z 21.1K followers, [----] engagements
"$AAPL for [--] P/E gives you 9% Revenue growth 🔴 Why would anyone buy it if: - $NU [--] P/E 36% Revenue growth - $IREN [--] P/S 129% growth - $PGY [---] P/S 15% - $NBIS [--] P/S 374% - $MU [--] P/E 49% - $META [--] P/E 20% - $SOFI [--] P/E 37% - $MSFT [--] P/E 16% - $ZETA [--] P/S 28% - $MELI [--] P/E 37% https://twitter.com/i/web/status/2018744616917377208 https://twitter.com/i/web/status/2018744616917377208"
X Link 2026-02-03T17:53Z 21.1K followers, 14.9K engagements
"Worst reactions to earnings so far: 🔴 $PYPL -20% 🔴 $UNH -20% 🔴 $NVO -16% 🔴 $GLXY -17% 🔴 $NOW -11% 🔴 $INTU -11% 🔴 $MSFT -10% 🔴 $AMD -10% 🔴 $UBER -8% 🔴 $SOFI -5%"
X Link 2026-02-04T13:18Z 21.1K followers, 11.5K engagements
"Part [--] of my $NVO Deep Dive is out Blood is flowing on the streets Novo Nordisk just released earnings and their [----] guidance is disastrous - Sales Decline of 5-13% - EBIT Decline of 5-13% Find part [--] at the usual place"
X Link 2026-02-04T17:45Z 21.1K followers, [----] engagements
"$ZETA is still down 52% since the all-time high Yet all the lines are going up 📈 Total Customers [---] 📈 [---] $1M Customers [--] 📈 [---] ARPU $0.88M 📈 $2.3M Large Customer ARPU $1M 📈 $6.52M US Revenue $289M 📈 $1.2B International Revenue $17M 📈 $43M EBITDA $17M 📈 $64M FCF $27M 📈 $160M EPS -$1.77 📈 -$0.11 P/S of [--] and FWD P/E of [--] is a bargain for a company actually delivering real AI-driven ROI for its customers. https://twitter.com/i/web/status/2019116334689239531 https://twitter.com/i/web/status/2019116334689239531"
X Link 2026-02-04T18:30Z 21.1K followers, [----] engagements
"2/ $GOOGL When ChatGPT launched investors said that Google was doomed to irrelevance. Yet the company innovated faster than even the strongest bulls imagined. - 90% Search Market Share - 13% Global Cloud Market Share - 48% Cloud Revenue Growth - $60B+ YouTube Revenues - 2.7B YouTube Users - 450K Robotaxi rides p/w - 700M+ Gemini Users Google reshaped how the world accessed information and now it is rebuilding its technology by putting AI at the very center. AI powers Search to provide direct answers enhances YouTube with personalized recommendations fuels Google Cloud with enterprise-ready AI"
X Link 2026-02-05T18:36Z 21.1K followers, [----] engagements
"6/ $APP AppLovin is transforming the mobile app ecosystem by putting AI at the center of how apps are discovered monetized and scaled. - 77% Revenue Growth - 76% EBIT Margin - Expanding to Streaming Ads - Still early to E-commerce - $1T mobile advertising TAM The recent price action makes no sense. Investors think that if Google's AI models make it easier to create games $APP video game business will suffer yet the truth is the opposite. Traditionally app developers had to rely on fragmented ad networks guesswork in targeting and inefficient monetization tools to grow their businesses. This"
X Link 2026-02-05T18:36Z 21.1K followers, [----] engagements
"10/ $UBER $UBER forever changed how the taxi and food delivery industries operate and now they stand to use AI to deliver previously unbelievable convenience. - 202M Monthly Users - 30M Uber One Subscribers - $193B Platform Bookings - 19% FCF Margin AI-driven algorithms will match riders and drivers in real time optimizing routes for lower wait times and powering dynamic pricing. Beyond rides Uber Eats and its logistics network leverage the same AI infrastructure to deliver food groceries and freight on a global scale. As their recent partnership with Waymo shows Uber's platform is extremely"
X Link 2026-02-05T18:37Z 21.1K followers, [----] engagements
"19/ $PATH $PATH pioneered robotic process automation redefining how organizations automate repetitive tasks and now its positioning itself at the center of the AI transformation. UiPaths platform empowers enterprises to automate workflows end-to-end combining low-code automation computer vision and natural language understanding. Now UiPath is weaving AI into every layer of its ecosystem aiming to become a platform for Agentic AI deployment. Its AI Center enables businesses to integrate custom machine learning models seamlessly. Its Document Understanding solution turns unstructured data into"
X Link 2026-02-05T18:38Z 21.1K followers, [----] engagements
"20/ $NBIS Nebius is building the 21st-century cloud computing infrastructure platform designed specifically for AI needs. - Strong long-term demand tailwinds - $17.4B Deal with $MSFT - $3B Deal with $META - Data Centers in the EU UK Israel and the US - $7-9B [----] ARR Guidance The first AI companies relied on generic cloud setups. This was expensive slow to deploy and not optimized for AI performance. $NBIS is changing it. Their $NVDA GPUs custom-built servers are integrated with AI training software that's pre-configured and ready to scale. Developers can move seamlessly from a single GPU to"
X Link 2026-02-05T18:38Z 21.1K followers, [----] engagements
"Ladies and Gentlemen I present $PGY The AI Lender $PGY +30% 3Y 🟡 -35% 6M 🔴 - Inflecting Profitability - Growing Network Volumes - 53% [----] EBITDA CAGR - Extremely Affordable Valuation - 47% Below Consensus Price Target Is $PGY a bargain"
X Link 2026-02-08T18:21Z 21.1K followers, 16.7K engagements
"$IREN revenue miss doesn't matter It was entirely driven by their legacy bitcoin business which has nothing to do with their fast-growing high-potential AI data center business. To prepare sites for incoming GPU clusters IREN reduced its operating Bitcoin mining capacity which when coupled with a period of lower Bitcoin prices and an increasing Bitcoin global network mining capacity led to a material reduction in income. This doesnt concern me at all https://twitter.com/i/web/status/2020569695498215805 https://twitter.com/i/web/status/2020569695498215805"
X Link 2026-02-08T18:45Z 21.1K followers, [----] engagements
"$IREN is down 45% from the all-time high Yet all the lines are going up 📈 Operating Capacity [--] 📈 810MW Secured Capacity [--] 📈 4.5GW Contracted AI Revenue $0 📈 $2.3B [----] AI ARR $0 📈 $3.4B"
X Link 2026-02-09T19:24Z 21.1K followers, 14.1K engagements
"@MikeFritzell I haven't looked at the market in Taiwan apart from TSMC which stocks you like"
X Link 2026-02-10T02:08Z 21.1K followers, [---] engagements
"🟢 $OSCR +7% 🚨Q4 [----] Earnings 🚨INCREDIBLE GUIDANCE Revenue $2.8B vs $3.12B Estimate 🔴 HUGE MISS EBIT -$333.7M vs -$235M Estimate 🔴 HUGE MISS Net Income -$352.6 vs -$239M 🔴 HUGE MISS SG&A Ratio 18.2% Down from 19.2% Y/Y 🟢 Medical Loss Ratio 5.4% up from 88.1% Y/Y 🔴 [----] Guidance: Revenue $18.7-19B vs $12.76B Estimate 🟢 HUGE BEAT EBIT $250-450M vs $5M Estimate 🟢 HUGE BEAT SG&A Ratio of 15.8-16.3% 🟢 Medical Loss Ratio 82.4-82.4% 🟢 https://twitter.com/i/web/status/2021186606384722326 https://twitter.com/i/web/status/2021186606384722326"
X Link 2026-02-10T11:36Z 21.1K followers, 10.3K engagements
"This $OSCR Guidance is INSANE 📈 - $19B Revenues +48% above estimates - $250-450M EBIT vs $5M estimate 50-100x Mark Bertolini is making a huge promise but most don't trust him. Those who do could be rewarded"
X Link 2026-02-10T14:10Z 21.1K followers, 10.2K engagements
"$SOFI Street High Price Target is $38 Mizugo Securities believes there is 78% upside to the stock are they right"
X Link 2026-02-10T17:31Z 21.1K followers, 20.4K engagements
"$IREN Roadmap: [--]. Develop the beginning stages of a new data center. [--]. Secure a major contract with a large pre-payment. [--]. Get vendor financing from Dell for some data center equipment. [--]. Get GPU financing from leading banks. [--]. Complete the project. [--]. Use cashflows to repay debt. [--]. Repeat. $IREN $IREN"
X Link 2026-02-10T19:13Z 21.1K followers, 10.9K engagements
"@Investinc_Intel Could be but that seems a bit optimistic"
X Link 2026-02-11T02:39Z 21.1K followers, [---] engagements
"RT @TheRayMyers: $OSCR Street High Price Target is $25 Piper Sandler believes there is 94% upside to the stock are they right https://t"
X Link 2026-02-11T23:34Z 21.1K followers, [--] engagements
"RT @TheRayMyers: When $OSCR CEO Mark Bertolini say's that they will grow by 60% to $19B in revenues you listen. "Oscar is a Pirate ship"
X Link 2026-02-12T00:00Z 21.1K followers, [--] engagements
"RT @TheRayMyers: My view on some popular names: Undervalued - $NU $PGY $DLO $IREN $NBIS $MELI $GRAB $META $OSCR $ROOT $ZETA $AMZN $GOOGL $"
X Link 2026-02-12T00:08Z 21.1K followers, [--] engagements
"RT @TheRayMyers: YTD Worst Performing S&P [---] Stocks: 🔴 -37% $IT 🔴 -36% $INTU 🔴 -30% $NOW 🔴 -30% $APP 🔴 -29% $FDS 🔴 -29% $HUM 🔴 -29% $PYPL"
X Link 2026-02-12T00:46Z 21.1K followers, [--] engagements
"RT @TheRayMyers: $NVO - $20B Ozempic Revenues - $12.5B Wegovy Revenues Is the growth now over Where is the ceiling"
X Link 2026-02-12T01:00Z 21.1K followers, [--] engagements
"RT @TheRayMyers: Despite disappointing earnings $PGY Street High Price Target is $44 Oppenheimer believes there is 222% upside to the sto"
X Link 2026-02-12T01:16Z 21.1K followers, [--] engagements
"RT @TheRayMyers: Here are 🔟 BEST graphs on the stock market 1/ $IREN Forward Revenues $8M ➡ $3.9B 488x in [--] years AMAZING https://"
X Link 2026-02-12T01:32Z 21.1K followers, [--] engagements
"@investorcity4U GLP1 revenue is going to $0. Hims will be unprofitable again in [----] and 2027"
X Link 2026-02-12T01:52Z 21.1K followers, [---] engagements
"8/ $SE Fintech Business $0M ➡ $3.9B Unbelievable growth in just [--] years"
X Link 2026-02-11T19:32Z 21.1K followers, [----] engagements
"@InvestingVisual I think politicians investing might not be such a bad idea. You couldn't pass this law in the US because everyone in congress invests. It is clear that the lawyers who wrote this law don't understand the implications of it"
X Link 2026-02-13T08:20Z 21.1K followers, [----] engagements
"$PLTR is a bubble that's GUARANTEED to fall 90% 🔴 It's a question of WHEN not IF 🚨 P/S of [---] 🚨 $340B Market Cap WHEN in stock market history has a company trading at such a high multiple avoided a collapse Ohh right NEVER"
X Link 2025-06-25T18:30Z 21.1K followers, 342.8K engagements
"🚩 $HIMS International Expansion is a RED Flag [--]. Socialised Healthcare Model In a lot of countries in Europe there is a socialised healthcare model where governments cover a large share of healthcare expenses through high taxes and mandatory health insurance. The whole business case of $HIMS involves working outside the health insurance model. Why would anyone use $HIMS for dermatology sexual health or mental health if they can get all of those needs covered through their doctors without paying anything extra They already pay high taxes and health insurance why would they pay again for"
X Link 2025-08-10T07:59Z 21.1K followers, 96.2K engagements
"My favourite stocks in these verticals: AI: - $NBIS - $GOOGL SuperApp: - $GRAB Insurance: - $ROOT - $OSCR Fintech: - $NU - $DLO - $SOFI E-commerce: - $MELI - $AMZN - $SE Pharma: - $NVO - $HROW Advertising/Marketing: - $APP - $ZETA Semiconductors: - $ASML - $AMD - $NVDA Big Tech: - $AMZN - $GOOGL Cybersecurity: - $S What am I missing"
X Link 2025-10-03T16:30Z 21.1K followers, 71.8K engagements
"Is $NBIS still a BUY - Dissecting the $17.4B $MSFT Deal - Unit Economics Analysis - Looking at Wall Street Analyst Estimates - Mind-boggling 200% [----] Revenue CAGR - [----] Share Price Estimate https://www.globalequitybriefing.com/p/is-nebius-still-a-buyr=39awso&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://www.globalequitybriefing.com/p/is-nebius-still-a-buyr=39awso&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-10-16T11:11Z 21.1K followers, 86.2K engagements
"Which ticker is the most likely to 5x in [--] years - $ZETA at $5B - $ONDS at $5B - $BMNR at $13B - $PYPL at $53B - $ADBE at $124B - $NBIS at $24B - $ASTS at $41B - $IREN at $16B - $CIFR at $7B - $OSCR at $4B - $HIMS at $7B - $TDMX at $5B - $NVO at $210B - $SOFI at $33B"
X Link 2026-01-26T17:47Z 21.1K followers, 101.6K engagements
"1/ Members & Products $SOFI Member Ads in 2025: - Q1 800K - Q2 850K - Q3 905K Can they add 1M in Q4"
X Link 2026-01-26T19:40Z 21.1K followers, [---] engagements
""We have multiple advanced negotiations underway for large-scale deployments and are also seeing Hyperscaler and AI enterprises." Dan Roberts $IREN Earnings Call BULLISH 🟢"
X Link 2026-02-05T22:22Z 21.1K followers, 10.8K engagements
""The demand is not a constraint for us. The focus is on choosing the right long-term partnership." Dan Roberts $IREN Earnings Call 🚀 🚀 🚀"
X Link 2026-02-05T22:24Z 21.1K followers, [----] engagements
""We have $2.3B of ARR under contract." "We are on track to $3.4B ARR by end of 2026." $IREN Earnings Call $IREN now trades 4x [----] ARR 👀"
X Link 2026-02-05T22:41Z 21.1K followers, 21.1K engagements
"I don't think that Pagaya is the secret sauce. The majority is coming from Sofi directly raising from credit investors. Pagaya's entire network volumes are just $10B in a year and that includes all their partners and $3.6B for POS and car loans. LPB did $11B in [----]. I would be surprised if Pagaya is responsible for more than $1B of that. https://twitter.com/i/web/status/2020486233227686378 https://twitter.com/i/web/status/2020486233227686378"
X Link 2026-02-08T13:13Z 21.1K followers, [---] engagements
"🚨SHORT SELLER RELEASES AN APOLOGY🚨 $APP +3.5% in the pre-market 🟢 It's the first time I've seen something like this. I guess $APP is not a money laundering fraud after all. That's why I always take any short reports with a truckload of salt"
X Link 2026-02-09T10:11Z 21.1K followers, [----] engagements
"🔴 $HIMS -21% in the pre-market My Prediction: This will end with $HIMS begging $NVO for forgiveness and $HIMS will walk away from all GLP1 compounding. Dudum "retires""
X Link 2026-02-09T13:06Z 21.1K followers, 23.2K engagements
"$HIMS Today"
X Link 2026-02-09T15:35Z 21.1K followers, [----] engagements
"Which portfolio will have the best return in [--] years 👼 Falling Angels: - $TTD - $PYPL - $NVO - $ADBE - $DUOL 🧠 AI: - $NBIS - $IREN - $CIFR - $WYFI - $CRVW 💸 Fintech: - $NU - $PGY - $SOFI - $WISE - $ADYEN 📈 Disruptors: - $ASTS - $HIMS - $TSLA - $OSCR - $ROOT Emerging Markets: - $SE - $NU - $DLO - $MELI - $GRAB https://twitter.com/i/web/status/2020917200433885198 https://twitter.com/i/web/status/2020917200433885198"
X Link 2026-02-09T17:46Z 21.1K followers, 21.7K engagements
"Ladies and Gentlemen I Present $APP The AI Advertising Disruptor $APP +2424% 3Y 🚀 🚀 🚀 -38% 3M 🔴 - Exploding AI Business - Insane 80% EBIT Margins - 8260% Growth in EPS - 44% [----] EPS CAGR - Reasonable Valuation - 44% Below Consensus Price Target First time I see a shorteller apologise for inaccuracies. https://twitter.com/i/web/status/2020936096448758039 https://twitter.com/i/web/status/2020936096448758039"
X Link 2026-02-09T19:01Z 21.1K followers, [----] engagements
"$APP made a short seller apologize stock up 18% 🟢 Earnings are on Wednesday here is what Wall Street Analysts are expecting 🔮 Revenues $1.6B +17.4% 🟢 EBIT $1.24B +104% 🚀 Net Income $1B +68% 🚀 EPS $2.95 +67% 🚀 FCF $947M +35% 🟢 Will $APP continue this insane growth run https://twitter.com/i/web/status/2021262470011130280 https://twitter.com/i/web/status/2021262470011130280"
X Link 2026-02-10T16:38Z 21.1K followers, [----] engagements
"$NBIS is down 31% from the high 🔴 Earnings are on Thursday here is what Wall Street Analysts are expecting 🔮 Revenues $243M +541% 🟢 🟢 🟢 EBITDA $40M +135% 🟢 🟢 🟢 EBIT -$135M +10% 🟡 Net Income -$151M -10% 🔴 EPS -$0.44 +32% 🟡 FCF -$3.8B -751% 🔴 🔴 🔴 $3B+ Capex for a company with $240M in revenues. Insane https://twitter.com/i/web/status/2021286910665117972 https://twitter.com/i/web/status/2021286910665117972"
X Link 2026-02-10T18:15Z 21.1K followers, 32.7K engagements
"@The_Davos_Man Then why we dont tariff Chinese EVs and solar 200%"
X Link 2026-02-12T11:27Z 21.1K followers, [---] engagements
"@PedroDCorreio Because its a game. My cousin has been learning Spanish for some time. Never misses his streak yet he doesnt speak Spanish for shit. Full year revenue growth has been decelerating for [--] years"
X Link 2026-02-12T11:30Z 21.1K followers, [--] engagements
"Of course in aggregate they are. I didnt say the Russians are better. 😆 But on an individual level Arkady basically took [----] brightest engineers in Russia and moved them to Amsterdam to start Nebius. So far what they have done in [--] years is extremely impressive. Instead of spending the $4B he made from selling Yandex Russian assets on a mansion and yacht in Miami full with instagram models. https://twitter.com/i/web/status/2021953804355481874 https://twitter.com/i/web/status/2021953804355481874"
X Link 2026-02-12T14:25Z 21.1K followers, [---] engagements
"@seahorse_anton That post from Macron on spending 40M on AI scientists is a joke. He probably got the laziest ones. The best AI scientists are making that in a year at Meta"
X Link 2026-02-12T14:28Z 21.1K followers, [---] engagements
"@wealthmatica Is that 18% y/y growth adjusted for the sale of the gaming business"
X Link 2026-02-12T15:12Z 21.1K followers, [---] engagements
"Which ticker is the most likely to double in [----] - $BTC at $91K - $NVO at $52 - $ADBE at $333 - $PYPL at $58 - $PLTR at $168 - $ONDS at $11 - $ZETA at $20 - $NBIS at $90 - $IREN at $43 - $CIFR at $16 - $EOSE at $13 - $HIMS at $33 - $OSCR at $15 - $ASTS at $83 - $NU at $17 - $SOFI at $27 - $GRAB at $5 - $AMD at $223 https://twitter.com/i/web/status/2007872727672139969 https://twitter.com/i/web/status/2007872727672139969"
X Link 2026-01-04T17:52Z 21.1K followers, 84.4K engagements
"Which stock will be the next to double - $HIMS at $30 - $NVO at $60 - $LLY at $1.037 - $TMDX at $142 - $NBIS at $99 - $IREN at $54 - $CRWV at $95 - $CIFR at $18 - $AMZN at $231 - $GOOGL at $322 - $BABA at $162 - $GRAB at $4.5 - $UBER at $84 - $LYFT at $18 - $NVDA at $178 - $AMD at $232 - $AVGO at $333 - $ASML at $1326 - $MELI at $2035 - $SE at $121 - $CPNG at $20 https://twitter.com/i/web/status/2014066288960667685 https://twitter.com/i/web/status/2014066288960667685"
X Link 2026-01-21T20:03Z 21.1K followers, 123.8K engagements
"Which is the best risk-reward opportunity right now - $PLTR at $158 - $LMND at $81 - $HIMS at $26 - $IREN at $53 - $EOSE at $14 - $PATH $13 - $ZETA at $19 - $ASTS at $105 - $NBIS at $88 - $CIFR at $16 - $ONDS at $11 - $ADBE at $294 - $PYPL at $52 - $SOFI at $22 - $NVO at $59 - $BMNR at $23 https://twitter.com/i/web/status/2018765758822600960 https://twitter.com/i/web/status/2018765758822600960"
X Link 2026-02-03T19:17Z 21.1K followers, 95.4K engagements
"Yesterday's bloodbath: 🔴 -16% $IREN 🔴 -16% $APP 🔴 -16% $AMD 🔴 -14% $ONDS 🔴 -11% $WYFI 🔴 -11% $PLTR 🔴 -10% $ASTS 🔴 -10% $CIFR 🔴 -10% $MU 🔴 -10% $RKLB 🔴 -9% $LMND 🔴 -8% $HOOD 🔴 -7% $NBIS 🔴 -6% $CRVW"
X Link 2026-02-05T14:02Z 21.1K followers, [----] engagements
"AI names are crashing 10-20% 🔴 Yet AI investments are accelerating - $MSFT $100B - $META $115-135B - $GOOGL $175-185B FOLLOW THE MONEY 💸 Here are [--] companies that will dominate the AI age: 1/ $IREN Iren is redefining data center infrastructure by building THE worlds most efficient platforms for powering AI compute with 100% renewable energy. As the CEO says the industry is growing so rapidly "They can't meet the demand". - 3GW Contracted Power - $9.7B $MSFT Contract - Next Hyperscaler deal is inevitable The company is reporting earnings tomorrow and many are expecting important updates on"
X Link 2026-02-05T18:36Z 21.1K followers, 153.3K engagements
"3/ $PGY $PGY is reshaping the financial services landscape by using AI to improve how credit is evaluated and capital is deployed. Their business model is very simple: 1) Jane applies for a loan. 2) A bank rejects the loan. 3) It sends the application to $PGY 4) $PGY AI reviews the application 5) If approved Jane gets the loan 6) The money is sent through the Bank 7) But the loan is funded by credit investors 8) Facilitated by $PGY AI 9) $PGY Securitises the loan into asset-backed securities 10) Credit investor sells the security on the market Traditional lending models rely on strict rules"
X Link 2026-02-05T18:36Z 21.1K followers, [----] engagements
"4/ $ASML $ASML is revolutionizing the semiconductor industry by enabling chipmakers to produce the worlds most advanced processors with atomic-scale precision. - EUV Monopoly - EUR 39B Backlog - EUR 12B BuyBack - 52% Gross Margin (insane for industrial) Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs slower innovation cycles and diminishing returns from older lithography methods. With $ASML the process is radically different its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and"
X Link 2026-02-05T18:36Z 21.1K followers, [----] engagements
"12/ $MSFT Microsoft led the computer revolution and transformed how businesses and individuals work. - $631B Backlog - Exploding Cloud Business - 17% Revenue Growth - 47% EBIT Margin They are ready to power the AI revolution across the corporate world driving productivity gains in offices everywhere. Copilot infuses AI into Office apps Azure provides enterprise-ready infrastructure for training and deploying large models and GitHub Copilot redefines how developers write code. Its deep partnership with OpenAI ensures Microsoft sits at the center of the generative AI wave powering both consumer"
X Link 2026-02-05T18:37Z 21.1K followers, [----] engagements
"13/ $GRAB Grab is Southeast Asias leading super-app integrating ride-hailing food delivery fintech and digital banking through an AI-powered services platform. - $21B GMV path to $100B+ - 40M+ Users path too 100M+ - Booming Economies - 200M people will join the middle class - Exploding Fintech Business - Clear opportunity to enter new verticals Its scale and brand recognition give it a competitive advantage that is difficult for new entrants to match. Looking ahead the runway for Grab is exceptionally strong. Southeast Asias middle class is growing fast smartphone adoption continues to rise"
X Link 2026-02-05T18:37Z 21.1K followers, [----] engagements
""We are still at an early stage of monetization of our platform with more than 4.5GW and only 10% required to support $3.4B ARR we have a clear pathway for continued growth." Dan Roberts $IREN Earnings Call 🚀 🚀 🚀 In 5-7 years $IREN could have a $34B ARR Business Those who buy during this panic will be rewarded https://twitter.com/i/web/status/2019544441019674669 https://twitter.com/i/web/status/2019544441019674669"
X Link 2026-02-05T22:51Z 21.1K followers, 15.6K engagements
"$HOOD -28% 1M 🔴 They are releasing earnings tomorrow here is what Wall Street Analysts are expecting 🔮 Revenues $1.34B +32% 🟢 EBITDA $832M +44% 🟢 Net Income $578M -37% 🔴 EPS $0.64 -39% 🔴 FCF $627M +145% 🟢 Are bears right and a bad crypto quarter will cause a miss"
X Link 2026-02-09T17:30Z 21.1K followers, 11.4K engagements
"$NBIS Street High Price Target is $211 Northland Securities believes there is 145% upside to the stock are they right"
X Link 2026-02-09T18:15Z 21.1K followers, 17.6K engagements
"$SOFI stablecoin business has massive potential. - $USDT $184B in circulation - Tether $13B in [----] Revenues And this is some random crypto company with plenty of scandals and very little transparency. Imagine the potential for a stablecoin from a fully regulated US bank like Sofi. Just getting 10% of USDT circulation could potentially generate $1B+ in revenues for Sofi. https://twitter.com/i/web/status/2020947154450157948 https://twitter.com/i/web/status/2020947154450157948"
X Link 2026-02-09T19:45Z 21.1K followers, [----] engagements
"Which ticker is the most likely to 3x in [--] years - $EOSE at $13 - $ONDS at $10 - $NBIS at $93 - $OSCR at $13 - $IREN at $46 - $CIFR at $17 - $HIMS at $19 - $PYPL at $41 - $NVO at $49 - $ZETA at $17 - $PGY at $14 - $RKLB at $76 - $SOFI at $21 - $MU at $384 - $ASTS at $102"
X Link 2026-02-10T18:26Z 21.1K followers, 72.1K engagements
"$COIN is down 31% in the past month 🔴 Earnings are on Thursday here is what Wall Street Analysts are expecting 🔮 Revenues $1.85B -18.7% 🔴 EBIT $339M -67% 🔴 Net Income $313M -76% 🔴 EPS $1.01 -80% 🔴 FCF $636M -34% 🔴 Looks terrible will it be as bad"
X Link 2026-02-10T20:13Z 21.1K followers, [----] engagements
"$OSCR Street High Price Target is $25 Piper Sandler believes there is 94% upside to the stock are they right"
X Link 2026-02-11T17:34Z 21.1K followers, [----] engagements
"When $OSCR CEO Mark Bertolini say's that they will grow by 60% to $19B in revenues you listen. "Oscar is a Pirate ship filled with cannons amongst Spanish galleons filled with Gold. All we have to do is take their business""
X Link 2026-02-11T18:00Z 21.1K followers, 22.1K engagements
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