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# ![@TheRayMyers Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1451630632799440898.png) @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: XXXXX [#](/creator/twitter::1451630632799440898/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451630632799440898/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +23%
- X Months XXXXXXXXXX +400%
- X Year XXXXXXXXXX +806%

### Mentions: XX [#](/creator/twitter::1451630632799440898/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451630632799440898/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +19%
- X Year XXXXX +34%

### Followers: XXXXXX [#](/creator/twitter::1451630632799440898/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451630632799440898/c:line/m:followers.svg)

- X Week XXXXXX +1.70%
- X Month XXXXXX +8.90%
- X Months XXXXXX +209%
- X Year XXXXXX +548%

### CreatorRank: XXXXXXX [#](/creator/twitter::1451630632799440898/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1451630632799440898/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$nvo](/topic/$nvo) #35, [target](/topic/target) #1058, [$nbis](/topic/$nbis) #92, [$iren](/topic/$iren) #68, [$pypl](/topic/$pypl) #1121, [$hims](/topic/$hims) #68, [$adbe](/topic/$adbe) #43, [ai](/topic/ai) 9.73%, [$googl](/topic/$googl) 9.73%, [$grab](/topic/$grab) #5

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@researchpulse1](/creator/undefined) [@t0m248](/creator/undefined) [@mvcinvesting](/creator/undefined) [@tacticzh](/creator/undefined) [@oldsaltworks](/creator/undefined) [@elaztec](/creator/undefined) [@engbigdata](/creator/undefined) [@jhonbrown94](/creator/undefined) [@meeijer](/creator/undefined) [@jonahlupton](/creator/undefined) [@mr99francisco](/creator/undefined) [@theeuinvestor](/creator/undefined) [@jimbasedlahey](/creator/undefined) [@george_dubs_](/creator/undefined) [@omne_ai](/creator/undefined) [@grok](/creator/undefined) [@hotboxmusic](/creator/undefined) [@edge_of_power](/creator/undefined) [@ron_trades](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IREN Limited (IREN)](/topic/$iren) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [NuCypher (NU)](/topic/$nu) [RAI Finance (SOFI)](/topic/$sofi) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Eli Lilly and Company (LLY)](/topic/$lly) [Uber Technologies, Inc. (UBER)](/topic/$uber) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [MercadoLibre Inc (MELI)](/topic/$meli) [Strategy (MSTR)](/topic/$mstr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Advanced Micro Devices (AMD)](/topic/$amd) [ZetaChain (ZETA)](/topic/$zeta) [Palantir (PLTR)](/topic/$pltr) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Sea Limited (SE)](/topic/$se) [Microsoft Corp. (MSFT)](/topic/$msft) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Oklo Inc. (OKLO)](/topic/$oklo) [Tesla, Inc. (TSLA)](/topic/$tsla) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Nike Inc (NKE)](/topic/$nke) [PepsiCo, Inc. (PEP)](/topic/$pep) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Starbucks Corporation (SBUX)](/topic/$sbux) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [The Root Network (ROOT)](/topic/$root) [Fiserv, Inc. (FI)](/topic/$fi) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Oracle Corporation (ORCL)](/topic/$orcl) [Bitcoin (BTC)](/topic/$btc) [IonQ, Inc. (IONQ)](/topic/$ionq) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Banco Santander S.A. (SAN)](/topic/banco-santander) [Mastercard, Inc. (MA)](/topic/$ma) [Block, Inc. (XYZ)](/topic/$xyz) [Snap, Inc. (SNAP)](/topic/$snap)
### Top Social Posts
Top posts by engagements in the last XX hours

"Which do you think is a better buy right now - $NBIS at $XX - $IREN at $XX - $WYFI a $XX - $CIFR at $XX - $HIMS at $XX - $NVO at $XX - $TMDX at $XXX - $PYPL at $XX - $DUOL at $XXX - $ADBE at $XXX - $DLO at $XX - $SOFI at $XX - $NU at $XX - $MELI at $2072 - $GRAB at $XXX - $UBER at $XX - $AMD at $XXX - $NVDA at $177"  
[X Link](https://x.com/TheRayMyers/status/1994824495136227380)  2025-11-29T17:43Z 15.8K followers, 134K engagements


"$IREN Street Sigh Price Target is $XXX Cantor Fitzgerald believes there is XXX% Upside Are they right"  
[X Link](https://x.com/TheRayMyers/status/1998826624192516335)  2025-12-10T18:46Z 15.8K followers, 64.6K engagements


"Which of these fallen angels are the most likely to recover 🔴 $FI -XX% 🔴 $TTD -XX% 🔴 $DECK -XX% 🔴 $CAVA -XX% 🔴 $NVO -XX% 🔴 $LULU -XX% 🔴 $HUBS -XX% 🔴 $CMG -XX% 🔴 $DUPL -XX% 🔴 $MSTR -38%"  
[X Link](https://x.com/TheRayMyers/status/1997385109662466103)  2025-12-06T19:18Z 15.8K followers, 30.8K engagements


"This is my understanding of the current GLP1 roadmap for $NVO and $LLY. The worrying thing for $NVO shareholders is that by the time they release CagriSema which is of similar effectiveness to Zepbound Lilly could have already released the next-gen triple mechanisms Retatrutide that is already more effective than CagriSema. However many experts predict that the real fight hasn't even started as the TAM for oral treatments is significantly larger and both companies are about to release a new drug next year"  
[X Link](https://x.com/TheRayMyers/status/1998795160591777892)  2025-12-10T16:41Z 15.8K followers, 7663 engagements


"$NU Street High Price Target is $XX Banco Santander sees a XX% Upside Average Price Target is $XXXX just XX% Upside Wall Street is not bullish on this fintech disruptor despite incredible user growth and strong earnings. Are they right I think not"  
[X Link](https://x.com/TheRayMyers/status/1999530504618377272)  2025-12-12T17:23Z 15.8K followers, 2324 engagements


"17/ Sea Limited $SE unites three powerful growth engines. - Shopee in e-commerce - Garena video gaming - Monee financial services This AI-enhanced ecosystem delivers improved shopping financial services and gaming experiences. $SE leverages data and AI to engage hundreds of millions of users across the region. For people of Southeast Asia that means convenience affordability and access to services once out of reach. For small merchants and gaming developers it opens new markets and growth opportunities. As the Southeast Asian booming economy leads to 200M people joining the middle class $SE"  
[X Link](https://x.com/TheRayMyers/status/1974520579941081270)  2025-10-04T17:02Z 15.8K followers, 9502 engagements


"Sea Limited $SE +49% YTD 🟢 Fast-growing emerging markets e-commerce gaming and fintech company. 📦 🎮 💸   - Exploding Fintech Business - $9.4B in Cash - XXX% Growth in EPS - XX% 2027 EPS CAGR - Reasonable Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1981782880704434624)  2025-10-24T18:00Z 15.8K followers, 4499 engagements


"People make lists of high-moat companies that I very much disagree with so here is my list: Strong Moat 💎 - $V - $SE - $NU - $MA - $MELI - $MSFT - $ASML - $META - $NVDA - $AMZN - $GOOGL - $ADYEN No Moat 💩 - $NKE - $PEP - $XYZ - $PYPL - $SBUX - $DUOL - $SNAP - $ADBE - $MSTR - $LMND"  
[X Link](https://x.com/TheRayMyers/status/1987233768298426656)  2025-11-08T19:00Z 15.8K followers, 52.6K engagements


"Q3 2022 LTM Operating Earnings - $NVDA $8B - $AAPL $119.4B - $MSFT $84.7B - $GOOGL $78.6B Q3 2025 LTM Operating Earnings - $NVDA $95.6B +1099% 🚀 🚀 🚀 - $AAPL $133B +11.4% 🔴 🔴 🔴 - $MSFT $135.9B +60.6% 🟢 - $GOOGL $124B +58% 🟢 Two questions: 1) In how many quarters $NVDA will surpass the rest 2) How is Apple still a $4T company trading for a XX P/E"  
[X Link](https://x.com/TheRayMyers/status/1991559741055672749)  2025-11-20T17:30Z 15.8K followers, 1212 engagements


"Which stock will be the first to double - $HIMS at $XX - $PYPL at $XX - $ADBE at $XXX - $DUOL at $XXX - $NVO at $XX - $IREN at $XX - $NBIS at $XXX - $CIFR at $XX - $WYFI at $XX - $CRWV at $XX - $OSCR at $XX - $ROOT at $XX - $LMND at $XX - $SE at $XXX - $DLO at $XX - $MELI at $2077 - $NU at $XX - $GRAB at $XXX - $NVDA at $XXX - $META at $XXX - $GOOGL at $XXX - $AMZN at $227"  
[X Link](https://x.com/TheRayMyers/status/1991563505418248232)  2025-11-20T17:45Z 15.8K followers, 82.5K engagements


"📊 the Trade Desk One Pager $TTD -XX% YTD 🔴 Can the company recover from this slump or is the growth set to continue slowing down as bears believe - Strong Margins - XXX% EPS Growth - XX% 2027 EPS CAGR - Demanding Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1993024389730742573)  2025-11-24T18:30Z 15.8K followers, 5451 engagements


"$ZETA +7% on increased guidance 🟢 This is funny the company literally said that the previous guidance doesn't include the Marigold acquisition. The new guidance simply adds the $190M Marigold revenues to the 2026 guidance and the stock jumps 7%. Zeta didn't say anything that wasn't already known. Analysts are so lazy that they can't do math for themselves they need a company to do it for them"  
[X Link](https://x.com/TheRayMyers/status/1993318831301791791)  2025-11-25T14:00Z 15.8K followers, 2396 engagements


"Firstly as I explained $MSFT already paid $1.94B. This is enough to get the ball rolling as it covers XX% of the $3B construction costs. +They will pay another $1.94B as soon as GPUs are turned on and then the remaining $5.7B over the next X years. With such a contract structure they can easily secure financing for this project. Secondly you are mistaken that Iren must "cover the upfront costs". Nobody pays the builder for a $3B project in one payment companies pay in stages as deadlines are completed. Also the $5.8B GPU deal said that Iren will pay for the equipment "on delivery". So they"  
[X Link](https://x.com/TheRayMyers/status/1995340060024349111)  2025-12-01T03:51Z 15.8K followers, XXX engagements


"I prefer - $NBIS over $CRWV - $IREN over $CIFR - $GRAB over $UBER - $DLO over $PYPL - $SOFI over $HOOD - $NU over $MELI - $AMD over $NVDA - $NVO over $HIMS - $S over $CRWD - $RBRK over $CRWD"  
[X Link](https://x.com/TheRayMyers/status/1995917709448475072)  2025-12-02T18:07Z 15.8K followers, 6585 engagements


"$CELH shouldn't be down XX% 🔴 The $61M loss in Q3 was due to cancellation payments to distributors for moving Alani Nu to Pepsi - XXXX% portfolio market share in the US - XXXX% portfolio retail sales growth - XX% of Alani distribution is now with Pepsi - Alani integration will be done in Q1 2026 - Rockstar integration will be done in H1 2026 $CELH now controls X strong energy brands"  
[X Link](https://x.com/TheRayMyers/status/1996210419023683844)  2025-12-03T13:30Z 15.8K followers, 1932 engagements


"Just X months ago $GOOGL was "dead" and ChatGPT was on a path to eat the world. Yet now OpenAI has declared CODE RED - Focus back to tackle Gemini - Advertising is delayed - AI Agents are delayed How are they gonna raise $1.4T if they are already behind"  
[X Link](https://x.com/TheRayMyers/status/1996263809745363233)  2025-12-03T17:02Z 15.8K followers, 3109 engagements


"- $LLY is up XX% 🟢 - $NVO is down XX% 🔴 Read my public and free $LLY vs $NVO report👇 What happened to $NVO How is $LLY doing so well Which has the more effective weight loss drug Who has a more promising GLP1 pipeline Valuation analysis"  
[X Link](https://x.com/TheRayMyers/status/1996278845809332403)  2025-12-03T18:02Z 15.8K followers, 8842 engagements


"10 Stocks I would buy as a long-term investor: - $DLO - $NVO - $IREN - $NBIS - $SOFI - $AMD - $RBRK - $ROOT - $HROW - $GOOGL XX I wouldn't: - $NKE - $PYPL - $PLTR - $ADBE - $HIMS - $SBUX - $AAPL - $ASTS - $OKLO - $CRWV"  
[X Link](https://x.com/TheRayMyers/status/1997004110642446637)  2025-12-05T18:04Z 15.8K followers, 20.5K engagements


"Ladies and Gentlemen I Present the Best Pharmaceutical Company in the World. $LLY +588% 5Y 🟢 +30% YTD 🟢 - Strong Margins - Best Weight Loss Drug - Huge GLP1 TAM - XX% 2027 FCF CAGR - Demanding Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1997018697899127239)  2025-12-05T19:02Z 15.8K followers, 3713 engagements


"When Ozempic went viral in the media because of celebrities such as Kim Kardashian allegedly using it for weight loss the demand exploded. While that drove sales and enabled $NVO to demand a high price it also pushed the government to increase the supply thus the FDA declared a shortage. When compounding began the demand for Semaglutide was significantly greater than for Lilly's Tirzepatide because the latter lacked brand familiarity. Everyone knew Ozempic and wanted to get their hands on it. Companies such as $HIMS actively marketed that they were using the same ingredient as Ozempic."  
[X Link](https://x.com/TheRayMyers/status/1997339321225941130)  2025-12-06T16:16Z 15.8K followers, 1966 engagements


"$JPM CEO Jamie Dimon just said that Europe is Weak and has "Real Problems". - High Debt - Weak Military - No Innovation - No Investment - Insane Bureaucracy - Low Competitiveness - Expensive Social Programs There are some pockets of good companies but overall I am not bullish on European stocks. Draghi said basically the same X years ago and Germany replied with "Nein". We need the biggest reforms ever but I don't see the EU doing anything of the sort. Just last month they passed some BS laws banning Vegan products from using phrases like meat chicken beef and burger. Nobody cares about this"  
[X Link](https://x.com/TheRayMyers/status/1998056826546340147)  2025-12-08T15:47Z 15.8K followers, 9766 engagements


"$NVO is losing the weight loss effectiveness race Clinical trials have demonstrated that $LLY Zepbound is superior to Wegovy. In a head-to-head trial researchers enrolled XXX adults. These participants were randomly split into groups with one group being given Zepbound and the other Wegovy. After XX weeks the results were compared. Wegovy patients lost XXXX% of their body weight an average of 15kg. Zepbound patients lost XXXX% of their body weight an average of 22.8kg. This trial demonstrated that Zepbound is XX% more effective on average than Wegovy"  
[X Link](https://x.com/TheRayMyers/status/1998107113390764368)  2025-12-08T19:07Z 15.8K followers, 3184 engagements


"$NBIS street high Price Target is $XXX Northland Securities thinks there is XXX% Upside Are they right"  
[X Link](https://x.com/TheRayMyers/status/1998428249475420494)  2025-12-09T16:23Z 15.8K followers, 20.9K engagements


"$GPCR is +110% in X days on excellent GLP1 results 🚀 🔴 $LLY -X% 🔴 NVO -X% It seems the GLP1 wars are heating up and at this valuation trading for a P/E of XX $LLY has more to lose. $NVO at XX P/E is already low but it can always fall more"  
[X Link](https://x.com/TheRayMyers/status/1998820574135472508)  2025-12-10T18:22Z 15.8K followers, 2617 engagements


"@ResearchPulse1 Good catch interesting That Amycretin data does seem quite strong. Do you think it will be effective enough to challenge Retatrutide"  
[X Link](https://x.com/TheRayMyers/status/1998945975206031771)  2025-12-11T02:40Z 15.8K followers, XXX engagements


"Ladies and Gentlemen I present $ZETA the AI Marketing and Advertising Giant. $ZETA +135% 3Y 🟢 +2% YTD 🟡 - Inflecting Profitability - XXX% Growth in FCF - Huge TAM - X% 2027 FCF CAGR - Demanding Valuation - XX% Below Consensus Price Target That FCF estimate is a joke $ZETA will blow it out of the park"  
[X Link](https://x.com/TheRayMyers/status/1997743981032071254)  2025-12-07T19:04Z 15.8K followers, 12.7K engagements


""In the US banks are still opening bank branches and the people are paying for that physical infrastructure" Nu CEO David Velez $NU potential in the US is severely underestimated and the company will overperform all expectations there. There is a bias among American investors and Wall Street analysts who believe that the US banking industry is fully digital. But in reality a lot of banking is still done in branches and the industry is behind China Europe and even some developing markets. $NU cost structure is 100x more efficient than traditional banks and the company can pass those cost"  
[X Link](https://x.com/TheRayMyers/status/1998792467894731215)  2025-12-10T16:30Z 15.8K followers, 3034 engagements


"Some might ask what stops these lenders from cutting Pagaya $PGY out and going directly to the private credit funds Or in the reverse why wouldnt private credit funds go directly to the lender Well while it is true that nothing stops them and in fact some or most of them do. SoFis loan platform business is doing exactly that and the company has originated billions of loans for its credit partners. But lenders cant partner with XXX institutional credit investors simultaneously whilst credit investors cant partner with XX lenders. It is inconceivable for these companies to have that many"  
[X Link](https://x.com/TheRayMyers/status/1999138428248637870)  2025-12-11T15:25Z 15.8K followers, 3288 engagements


"50 Most Profitable Companies in 2025 - $GOOGL $124B - $AAPL $112B - $MSFT $105B - $$NVDA $99B - $AMZN $77B Nr. of companies on the list: XX XX X X X X X X The underperformance of Europe is just staggering for an economy of that size they should have way more"  
[X Link](https://x.com/TheRayMyers/status/1999146244380246467)  2025-12-11T15:56Z 15.8K followers, 3412 engagements


"Tomorrow all Global Equity Briefing readers will receive my $ASTS Investment Case On XX December they are launching their new revolutionary communications satellites in orbit from India This event could significantly de-risk the company enabling it to go from testing to mass market"  
[X Link](https://x.com/TheRayMyers/status/1999520962442567718)  2025-12-12T16:45Z 15.8K followers, 3864 engagements


"The rise of OpenAI and Anthropic is insane. OpenAI: $200M ➡ $13B Anthropic: $100M ➡ $7B xAi: $100M ➡ $500M Who will win the AI War"  
[X Link](https://x.com/TheRayMyers/status/1999571281889345982)  2025-12-12T20:05Z 15.8K followers, 2512 engagements


"$UBER and $NBIS Avride launching robotaxis in Dallas is a bigger deal than most think 🟢 - $NBIS Avride becomes only the 3rd company in the US behind $GOOGL and $TSLA offering paid robotaxi trips. This puts them in the same league as these trillion-dollar companies despite being a small start-up. - This is also an extremely important symbolic milestone. Today Avride's valuation in the eyes of potential investors has likely multiplied many times. - I wouldn't be surprised if Avride does a large raise in the next few months at a valuation significantly higher than the last $375M raise in"  
[X Link](https://x.com/TheRayMyers/status/1996644517663879552)  2025-12-04T18:15Z 15.8K followers, 3430 engagements


"$NVO failed to capitalize on its first-mover advantage in GLP-1s because it couldnt scale manufacturing. The consequences were SEVERE: - FDA declared a shortage - Compounders made millions of doses - Novo lost billions of potential sales - $HIMS made bank piggybacking on the Ozempic brand - Ozempic brand was severely diluted - This gave $LLY a chance to catch up"  
[X Link](https://x.com/TheRayMyers/status/1996656572043292916)  2025-12-04T19:03Z 15.8K followers, 1479 engagements


"Ladies and Gentlemen I present PainPal "The Worst Fintech in the World". $PYPL -XX% 5Y 🔴 🔴 🔴 -XX% YTD 🔴 🔴 🔴 - Flat Margins - Stagnant Top-Line Growth - XX% BuyBack - $1.8T in Payment Volumes - XX% 2027 FCF CAGR - Very Cheap Valuation - XX% Below Consensus Price Target The CEO just said that the turnaround is going slower than expected. Can this ship be turned around"  
[X Link](https://x.com/TheRayMyers/status/1998831158428049811)  2025-12-10T19:04Z 15.8K followers, 25K engagements


"🔴 $OCRL -XX% after Revenue and FCF miss - RPO now at insane $523B +$68B+15% Q/Q. This AI-driven growth requires massive investments. - Capex $8B ➡ $12B +50% Q/Q and it seems the train is not stopping anytime soon. - Will raise lots of debt both in private and public credit markets. - "Customers might bring their own chips." Translation $ORCL will do colocation because they don't have the funds to spend hundreds of billions on $NVDA chips needed to fulfill the $523B RPO. This is significantly less profitable than Bare Metal or Cloud. Earnings from those $523B are looking slimmer quarter by"  
[X Link](https://x.com/TheRayMyers/status/1999128408807059827)  2025-12-11T14:45Z 15.8K followers, 2460 engagements


"$NVO Street High Price Target is $XX TD Cowen believes there is XX% Upside That's not a very bullish Street High analysts don't seem to be buying the turnaround story. Are they right"  
[X Link](https://x.com/TheRayMyers/status/1999154815423664178)  2025-12-11T16:30Z 15.8K followers, 1715 engagements


"$NBIS EBITDA 2026 estimate has jumped from $49M at the beginning of the year to $1.35B now When have you seen a company's next year EBITDA estimates multiply by XX in a year This AI boom is truly insane"  
[X Link](https://x.com/TheRayMyers/status/1999167627550245010)  2025-12-11T17:21Z 15.8K followers, 9159 engagements


"$NVO and $LLY are engaged in an effectiveness arms race It could be that the industry is past the beginning stages where all GLP1s had strong demand as patients and doctors were happy that finally there was an effective obesity treatment. We could be entering a cyclical stage where a one player releases an updated drug that has the highest effectiveness leading the other to underperform for a year or two until it releases a more effective drug"  
[X Link](https://x.com/TheRayMyers/status/1999213661164912795)  2025-12-11T20:24Z 15.8K followers, 2289 engagements


"Which name is the most likely to 5x - $PYPL at $XX - $ADBE at $XXX - $DUOL at $XXX - $NBIS at $XX - $IREN at $XX - $CIFR at $XX - $WYFI at $XX - $OSCR at $XX - $HIMS at $XX - $TMDX at $XXX - $NVO at $XX - $SOFI at $XX - $NU at $XX - $DLO at $XX - $GRAB at $XXX - $UBER at $XX - $ZETA at $17"  
[X Link](https://x.com/TheRayMyers/status/1993375463700328777)  2025-11-25T17:45Z 15.8K followers, 298.2K engagements


"Citi rates $APP a Buy 🟢 Price target of $XXX They see XX% Upside"  
[X Link](https://x.com/TheRayMyers/status/1995868390234206428)  2025-12-02T14:51Z 15.8K followers, 3308 engagements


"There is possibly no company in the world better positioned to benefit from the rise of robotics and AI-driven automation than $AMZN. - 1.2M non-corporate employees - $106B in fulfillment expenses - 70K vehicles used in logistics Amazon is heavily focused on making EACH employee more productive and getting more out of EACH vehicle. In July Amazon announced that they deployed its X millionth warehouse robot. The volume of packages that $AMZN processes with the same number of people vehicles and warehouse space will skyrocket"  
[X Link](https://x.com/TheRayMyers/status/1995933805090107630)  2025-12-02T19:11Z 15.8K followers, 1518 engagements


"You need a double fast which one are you picking - $BTC at $92K - $MSTR at $XXX - $LMND at $XX - $PYPL at $XX - $DUOL at $XXX - $NVO at $XX - $OSCR at $XX - $ADBE at $XXX - $IREN at $XX - $NBIS at $XX - $CIFR at $XX - $TMDX at $XXX - $HIMS at $XX - $ZETA at $XX - $NU at $XX - $SOFI at $XX - $AMD at $215"  
[X Link](https://x.com/TheRayMyers/status/1996284129608917243)  2025-12-03T18:23Z 15.8K followers, 46.7K engagements


"My opinion on some popular names: Undervalued: - $NU - $DLO - $MELI - $NBIS - $IREN - $SOFI - $GRAB - $ROOT - $OSCR - $AMZN - $META - $GOOGL Overvalued: - $CIFR - $TSLA - $CRM - $NKE - $DUO - $PEP - $ADBE - $SBUX - $HIMS - $CRVW - $CRWD - $SNOW - $HOOD Palantir: - $PLTR 💩 - $MSTR"  
[X Link](https://x.com/TheRayMyers/status/1996636947637272878)  2025-12-04T17:45Z 15.8K followers, 29.2K engagements


"The marathon has only just begun. $GRAB"  
[X Link](https://x.com/TheRayMyers/status/1996664121387843772)  2025-12-04T19:33Z 15.8K followers, 3909 engagements


"$S is down XX% after earnings 🔴 This is a massive overreaction The market is ignoring Revenue and EPS BEATS whilst paying too much attention to the CFO leaving and $1M Q4 Revenue guidance miss. I have removed the paywall for my $S Investment Thesis Read it in full 👇"  
[X Link](https://x.com/TheRayMyers/status/1996980452410716564)  2025-12-05T16:30Z 15.8K followers, 8097 engagements


"$GPCR Structure Therapeutics +106% today 🟢 They released positive data on the oral weight-loss drug Aleniglipron with delivered XXXX% weightloss in XX weeks. This is a threat to $NVO Oral Wegovy which delivered XXXX% in XX weeks. Pharma is insane"  
[X Link](https://x.com/TheRayMyers/status/1998060235383263418)  2025-12-08T16:00Z 15.8K followers, 1990 engagements


"👩💼 Can Adobe recover $ADBE -XX% 5Y 🔴 🔴 🔴 -X% YTD 🔴 🔴 🔴 - Perfect Margins - Large BuyBack - AI Disruption Risk - Reasonable Valuation - XX% 2027 EPS CAGR - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1998098337405317375)  2025-12-08T18:32Z 15.8K followers, 2831 engagements


"If you had to invest all your life savings into X stock for your entire life which one would you pick - $TSLA - $NBIS - $IREN - $OKLO - $GRAB - $ZETA - $AMZN - $GOOGL - $UBER - $PYPL - $ADBE - $HIMS - $NFLX - $PLTR - $NU - $SOFI - $ASTS - $RKLB - $MSTR"  
[X Link](https://x.com/TheRayMyers/status/1998453156171165763)  2025-12-09T18:02Z 15.8K followers, 54.8K engagements


"$ORCL just reported $523B in customer commitments. I don't believe that OpenAI will purchase even half of the $300B agreement. They are already losing to Anthropic in enterprise AI and to $GOOGL in consumer AI. $ORCL will need to spend more than $200B+ to earn this revenue. This is a bet the company investment to service OpenAI which is broke and doesn't have the cash to pay for it. I wouldn't wanna be an $ORCL shareholder there are better and less risky companies to invest in to get AI exposure"  
[X Link](https://x.com/TheRayMyers/status/1999211166933909761)  2025-12-11T20:14Z 15.8K followers, 2049 engagements


"@JhonBrown94 Their exposure is minimal that's the whole point of the business model. They make fees without taking credit risk. This year they only funded $266M out of the $7.8B in loans they originated"  
[X Link](https://x.com/TheRayMyers/status/1999303606676389967)  2025-12-12T02:21Z 15.8K followers, XXX engagements


"☀ Enphase One Pager $ENPH -XX% YTD 🔴 🔴 🔴 Can this struggling solar equipment supplier recover - Struggling business - XX% Decline in EPS - XX% Collapse in FCF - Reasonable Valuation - XX% 2027 EPS CAGT - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1994111579491643569)  2025-11-27T18:30Z 15.8K followers, 4284 engagements


"Rose is right about $PYPL It could at best 2-3x if stars align revenue growth briefly accelerates and multiple expands. But this is not a 10x long term investment. Paypal is a yesterdays company in tomorrows world. I would much rather buy $SOFI for XX P/E than $PYPL for 12"  
[X Link](https://x.com/TheRayMyers/status/1996461132341744054)  2025-12-04T06:06Z 15.8K followers, 13.6K engagements


"Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS  The US is generations ahead on chips but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes XX years to build a new data center in Germany as there is no power and they are turning off nuclear power plants. The US won't let China win so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most"  
[X Link](https://x.com/TheRayMyers/status/1996603066758336564)  2025-12-04T15:30Z 15.8K followers, 84.1K engagements


"Which portfolio will have the best return in X years A: - $NBIS - $SOFI - $MELI - $GRAB - $GOOGL B: - $IREN - $UPST - $BABA - $HIMS - $UBER C: - $OKLO - $ASTS - $PLTR - $IONQ - $JOBY D: - $PYPL - $ADBE - $DUOL - $NVO - $TTD"  
[X Link](https://x.com/TheRayMyers/status/1997362214261395658)  2025-12-06T17:47Z 15.8K followers, 108.9K engagements


"Can Novo Nordisk recover $NVO +48% 5Y 🟡 -XX% YTD 🔴 🔴 🔴 - Strong Margins - Large Dividend Yield - Very Cheap Valuation - XXXX% 2027 EPS CAGR - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1997381348563034572)  2025-12-06T19:03Z 15.8K followers, 48.3K engagements


"Which name is the best risk-reward play Fallen Angels: - $PYPL at $XX - $ADBE at $XXX - $NVO at $XX - $DUOL at $XXX - $FI at $XX - $TTD at $XX AI: - $IREN at $XX - $NBIS at $XX - $PLTR at $XXX - $CIFR at XX - $TSLA at $XXX Crypto: - $BTC at $92K - $MSTR at $XXX - $BMNR at $XX $X Revenue Dreamers - $OKLO at $XXX - $ASTS at $XX - $IONQ at $XX - $JOBY at $XX - $ACHR at $X Fast Growth: - $HIMS at $XX - $DLO at $XX - $OSCR at $XX - $HOOD at $XXX - $SOFI at $28"  
[X Link](https://x.com/TheRayMyers/status/1998094532081070405)  2025-12-08T18:17Z 15.8K followers, 40K engagements


"New Analysis on Global Equity Briefing 🌐👇 Pagaya is an AI-driven fintech with a unique operating model running a two-sided B2B credit network. $PGY On one side it provides AI-driven loan creditworthiness assessment services to XX US banks and fintechs. On the other side it helps XXX institutional credit investors deploy capital using Pagayas AI credit platform through the aforementioned XX lending partners. Since its founding Pagaya has evaluated $3.2T in applications deploying $38B in credit investors capital. The company is uniquely positioned to be an AI winner as its AI system gets"  
[X Link](https://x.com/TheRayMyers/status/1998440072174092773)  2025-12-09T17:10Z 15.8K followers, 6840 engagements


"$PGY Business Model is very simple 1) Jane applies for a loan. 2) Bank rejects the loan. 3) The Bank 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 Pagaya's AI is involved in all steps of the process generating high-margin fees taking limited balance sheet risk"  
[X Link](https://x.com/TheRayMyers/status/1998806986352197676)  2025-12-10T17:28Z 15.8K followers, 4563 engagements


"Ladies and Gentlemen I present $GRAB the SuperApp of Southeast Asia $GRAB +64% 3Y 🟢 +9% YTD 🟡 - Inflecting Profitability - Huge TAM - XXX% Growth in FCF - XXX% 2027 FCF CAGR - Reasonable Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1999193789634621725)  2025-12-11T19:05Z 15.8K followers, 4671 engagements


"$IREN had revenues of $187M in 2024. 2028 EBITDA estimate is $3B Truly exceptional growth"  
[X Link](https://x.com/TheRayMyers/status/1999202596104388758)  2025-12-11T19:40Z 15.8K followers, 21.2K engagements


"$PGY is a clear opportunity. The company is set to become profitable and earn over $400M in 2027. Remember that the company only has a $2B Market cap"  
[X Link](https://x.com/TheRayMyers/status/1999211409159155863)  2025-12-11T20:15Z 15.8K followers, 5418 engagements


"Ladies and Gentlemen I present Toast the Operating System of a Modern Restaurant $TOST +74% 3Y 🟢 -X% YTD 🔴 - Inflecting Profitability - $186B Payment Volumes - XXX% Growth in EPS - XX% 2027 EPS CAGR - Reasonable Valuation - XX% Below Consensus Price Target"  
[X Link](https://x.com/TheRayMyers/status/1999555698875654490)  2025-12-12T19:03Z 15.8K followers, 2892 engagements


"🚀 $ASTS Investment Case 🌐👇 In just about a week the company will launch its next-generation satellites that could revolutionise wireless communication. Hundreds of millions of people living in areas with low coverage could be in range. - Business Model - Partnerships - High Margin Potential - Competition with SpaceX's Starlink - Valuation All in the usual place"  
[X Link](https://x.com/TheRayMyers/status/1999898429720252564)  2025-12-13T17:45Z 15.8K followers, 4168 engagements


"@TacticzH @accrued_int @Mindset4Money_X @meeijer @QualityInvest5 @GabGrowth @realroseceline @mvcinvesting @SergeyCYW @JonahLupton @wolfofharcourt @stonkmetal"  
[X Link](https://x.com/TheRayMyers/status/1999898442714198378)  2025-12-13T17:45Z 15.8K followers, 1131 engagements


"$GRAB Street High Price Target is $X Evercore believes there is XX% Upside Are they right is $GRAB poised to rally"  
[X Link](https://x.com/TheRayMyers/status/1999921829968834783)  2025-12-13T19:18Z 15.8K followers, 2058 engagements