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# ![@meeijer Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1471025154440548353.png) @meeijer Investor in misunderstood companies, CFA

Several investors are optimistic about companies like Hims & Hers ($hims), Advanced Micro Devices ($amd), and Nebius ($nbis), citing their growth potential in areas such as telehealth, semiconductors, and AI. These stocks are frequently mentioned as having 10-bagger potential due to their expanding market presence and innovative products. Investors are also expressing confidence in other companies like Alphabet ($googl), Amazon ($amzn), and ASML ($asml).

### Engagements: XXXXXX [#](/creator/twitter::1471025154440548353/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1471025154440548353/c:line/m:interactions.svg)

- X Week XXXXXXX +105%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +2,738%
- X Year XXXXXXXXX +39,798%

### Mentions: XX [#](/creator/twitter::1471025154440548353/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1471025154440548353/c:line/m:posts_active.svg)

- X Week XXX +13%
- X Month XXX +30%
- X Months XXXXX +553%
- X Year XXXXX +6,369%

### Followers: XXXXXX [#](/creator/twitter::1471025154440548353/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1471025154440548353/c:line/m:followers.svg)

- X Week XXXXXX +3.70%
- X Month XXXXXX +18%
- X Months XXXXXX +2,042%
- X Year XXXXXX +4,431%

### CreatorRank: XXXXXXX [#](/creator/twitter::1471025154440548353/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1471025154440548353/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1471025154440548353/influence)
---

**Social category influence**
[finance](/list/finance)  #2380 [stocks](/list/stocks)  #3386 [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[hims](/topic/hims) #5, [$hims](/topic/$hims) #4, [$nbis](/topic/$nbis) #4, [$dlo](/topic/$dlo) #1, [$cdlr](/topic/$cdlr) #1, [$googl](/topic/$googl) #268, [googl](/topic/googl) #12, [$amd](/topic/$amd) #3, [asml](/topic/asml) #1, [$asml](/topic/$asml) #1

**Top accounts mentioned or mentioned by**
[@tacticzh](/creator/undefined) [@yodastockinvest](/creator/undefined) [@mmoney642](/creator/undefined) [@longoption](/creator/undefined) [@bleacherbum23](/creator/undefined) [@exclamotite69](/creator/undefined) [@danielisdizzy](/creator/undefined) [@simeonresearch](/creator/undefined) [@dividendngrowth](/creator/undefined) [@networthnotes](/creator/undefined) [@watcherstock](/creator/undefined) [@therealzarie](/creator/undefined) [@techinvestor20](/creator/undefined) [@investingvisual](/creator/undefined) [@ahmet34091200](/creator/undefined) [@ashton1nvests](/creator/undefined) [@investudentt](/creator/undefined) [@d3gsolutions](/creator/undefined) [@giovann23412509](/creator/undefined) [@veen180j](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [RAI Finance (SOFI)](/topic/$sofi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Shopify Inc (SHOP)](/topic/$shop) [MercadoLibre Inc (MELI)](/topic/$meli) [Palantir (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/$msft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Novo-Nordisk (NVO)](/topic/$nvo) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Apple, Inc. (AAPL)](/topic/$aapl) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Carvana Co. (CVNA)](/topic/$cvna) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [GameStop, Corp. (GME)](/topic/$gme) [Brookfield Corporation (BN)](/topic/$bn) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Lam Research Corporation (LRCX)](/topic/$lrcx)
### Top Social Posts [#](/creator/twitter::1471025154440548353/posts)
---
Top posts by engagements in the last XX hours

"9) $SOFI Sofi (Sofi plus) 5-year revenue CAGR: XX% $SOFI is a digital personal finance company offering lending investing banking and financial planning services to help members achieve financial independence. I really like SoFis one-stop shop model. Its integrated platform allows members to handle all their financial needs from borrowing to saving spending and investing within a single app. SoFi's full suite of products and superior value proposition within its one-stop shop empower members to better manage their finances building trust and encouraging cross-product adoption. This strong"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307747189862701) 2025-07-18 20:35:02 UTC 15.1K followers, 4592 engagements


"@bleacherbum23 What kind of company is $ENVX"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946663583149859216) 2025-07-19 20:09:00 UTC 15K followers, 4841 engagements


"@longoption My favorites from each category are $HIMS $SOFI $OSCR $CVNA and $NBIS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946452982154838152) 2025-07-19 06:12:08 UTC 15K followers, XXX engagements


"5) Google Cloud Revenue has more than 10xd over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395249967673634) 2025-07-21 20:36:23 UTC 15.1K followers, XXX engagements


"@MMMTwealth Cloud: $NBIS Healthcare/medtech: $TMDX $HIMS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945150083999170761) 2025-07-15 15:54:53 UTC 15K followers, XXX engagements


"@SimeonResearch_ Do you have any additional insightful sources on $ITECH that could help me analyze the stock better and learn more about it Thanks"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944102961862291853) 2025-07-12 18:34:00 UTC 15K followers, XXX engagements


"7) $DLO Dlocal Base case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $88.6B Take rate FY2028: XXX% Revenue FY2028: 2.21B Net margin FY2028: XX% Net income FY2028: 465M Multiple: XX 2028 Market cap: 9.3B Share price: 9300000000/300000000 = $XXXXX Upside: XXX% Bear case: TPV CAGR through 2028: XX% Expected TPV FY2025: $36B TPV FY2028: $79.1B Take rate FY2028: XXXX% Revenue FY2028: 1.78B Net margin FY2028: XX% Net income FY2028: 320M Multiple: XX 2028 Market cap: 5.13B Share price: 5130000000/300000000 = $XXXXX Upside: XX% Bull case: TPV CAGR through 2028: XX% Expected TPV"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779903062892762) 2025-07-11 21:10:17 UTC 15K followers, 5510 engagements


"7) $SHOP Revenue has nearly 500xd over the past XX years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395267075899461) 2025-07-21 20:36:27 UTC 15.1K followers, XXX engagements


"10) $MELI Mercado Libre Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $27.36B Revenue FY2028: $50.91B Net margin FY2028: XX% Net income FY2028: $5.09B Multiple: XX 2028 Market cap: $152.7B Share price: 152700000000/50700000 = $3011.83 Upside: XX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $27.36B Revenue FY2028: $47.28B Net margin FY2028: X% Net income FY2028: $4.26B Multiple: XX 2028 Market cap: $106.38B Share price: 106380000000/50700000 = $2098.14 Upside: -XX% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $27.36B Revenue"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779913347088870) 2025-07-11 21:10:19 UTC 15K followers, 6013 engagements


"My X year Price Targets🎯 for these stocks: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $ASML Asml : $1500 $TMDX Transmedics : $XXX $OSCR Oscar Health : $XX $AMD Advanced Micro Devices : $XXX $DLO Dlocal : $XX Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1936536518597701930) 2025-06-21 21:27:39 UTC 15.1K followers, 101.4K engagements


"2) $ASML Asml Description: $ASML designs and manufactures photolithography machines used in semiconductor production crucial for creating cutting-edge chips used in electronics and computing Why should you consider owning $ASML ASML is the sole provider of EUV machines needed for cutting-edge chips It holds a massive moat Deep partnerships with TSMC Intel and Samsung reinforce market dominance Benefits from years-long customer backlogs EUV tech is nearly impossible to replicate Solid revenue and EPS growth: LTM revenue XX% YoY growth and LTM EPS XX% YoY growth Its R&D unmatched in"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595452178419850) 2025-07-05 20:30:03 UTC 15K followers, 12.7K engagements


"5 stocks I would buy right now: $AMD Advanced Micro Devices $CDLR Cadeler $DLO Dlocal $OSCR Oscar Health $HIMS Hims&Hers X stocks I would avoid right now: $AAPL Apple $CRWD Crowdstrike $PLTR Palantir $GME Gamestop $CRCL Circle Internet Do you agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1936163323143217424) 2025-06-20 20:44:43 UTC 15K followers, 22.9K engagements


"@MMoney642 $HIMS and $CDLR are my favorites"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943029698323218588) 2025-07-09 19:29:14 UTC 15K followers, 1659 engagements


"@YodaStockInvest I own $ASML $CDLR and $DLO"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947026833653846073) 2025-07-20 20:12:25 UTC 15.1K followers, 1169 engagements


"@InvestingVisual I agree with you $DLO can easily defend their turf if they execute well (Which I believe they will). Also $DLO is very undervalued imo"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947286389357162743) 2025-07-21 13:23:48 UTC 15.1K followers, XXX engagements


"@TacticzH Buy: - $DLO - $CDLR - $HIMS Sell: - $MSFT - $TKWY"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943601353265172887) 2025-07-11 09:20:47 UTC 14.9K followers, 1489 engagements


"@TacticzH I agree with everything except for. $HIMS haha"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947157713005273246) 2025-07-21 04:52:29 UTC 15.1K followers, XXX engagements


"@TacticzH I believe $NBIS and $HIMS have the most potential. I do agree on your second point $DLO will be more of a steady grind"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944862273094504822) 2025-07-14 20:51:14 UTC 15K followers, 1431 engagements


"@longoption Id choose $HIMS over $OSCR but I agree with the rest"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947184074872828072) 2025-07-21 06:37:15 UTC 15.1K followers, XXX engagements


"2) $TMDX Transmedics Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $575M (I believe this will be much higher based on flight data) Revenue FY2028: $1.044B EBITDA margin FY2028: XX% EBITDA FY2028: 261M Multiple: XX 2028 Market cap: 6.53B Share price: 6530000000/33830000 = $XXXXXX Upside: XX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $575M (I believe this will be much higher based on flight data) Revenue FY2028: $994M EBITDA margin FY2028: XX% EBITDA FY2028: 199M Multiple: XX 2028 Market cap: 4.37B Share price: 4370000000/33830000 = $XXXXXX Upside:"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779885027111011) 2025-07-11 21:10:12 UTC 14.9K followers, 6391 engagements


"4) $DLO Dlocal Description: $DLO enables cross-border payments for global merchants in emerging markets providing a single platform for payment processing and local currency transactions. Why should you consider owning $DLO Serves major global clients like Amazon Netflix and Uber Profitable with high gross and EBITDA margins Underpenetrated markets in LatAm Asia and Africa = huge TAM Light asset model allows rapid international expansion CEO has XX years of experience as $MELIs CFO Still early in its growth curve A pure play on emerging market fintech infrastructure My buy score for $DLO:"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595468867436995) 2025-07-05 20:30:07 UTC 15K followers, 12.1K engagements


"9) $OUST Ouster 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% Lidar technology leader providing high-resolution 3D sensors for autonomous vehicles industrial automation and smart infrastructure applications. $OUST is a company I recently discovered an interesting bet on robots and autonomous vehicles. With FSD finally becoming more realized and self-driving taxis operating in Austin the idea that FSD cars will play a major role in the automotive world is becoming undeniable"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231697500336565) 2025-07-15 21:19:11 UTC 15.1K followers, 6405 engagements


"@QualityInvest5 Such a great company to own shares in $ASML"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946182614756319261) 2025-07-18 12:17:48 UTC 14.9K followers, XXX engagements


"4) Youtube Ads Revenue increased at a CAGR of XX% over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395242610586018) 2025-07-21 20:36:21 UTC 15.1K followers, XXX engagements


"@MMoney642 Would you go for Portfolio X if it looked like this: $HIMS $GOOGL $UBER $BN 😁"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945948704671674747) 2025-07-17 20:48:19 UTC 15K followers, 1483 engagements


"@danielisdizzy $NBIS and $HIMS are my favorites from this list"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946837766613971230) 2025-07-20 07:41:08 UTC 15K followers, 1220 engagements


"3) $CDLR Cadeler Description: $CDLR is a key offshore wind installation company providing specialized vessels and services for building and maintaining renewable energy infrastructure globally. Why should you consider owning $CDLR The company is benefitting from Europe's aggressive green energy transition Its highly specialized fleet is in high demand Strong order backlog Cadeler has first-mover advantage in offshore infrastructure Operates in a high-barrier niche EBITDA margin is expected to be a stunning XX% in FY2025 Huge revenue growth: XXX% YoY My buy score for $CDLR: Valuation: 9.5/10"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595461036671476) 2025-07-05 20:30:05 UTC 15K followers, 12.7K engagements


"@YodaStockInvest $SOFI $AMD or $GOOGL (couldnt choose between them haha) none from the space sector atm and $HIMS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947332638420688914) 2025-07-21 16:27:35 UTC 15.1K followers, XXX engagements


"@TacticzH Buy: $DLO $NBIS and $HIMS haha Hold: $OSCR Sell: $SOFI"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943686102235152566) 2025-07-11 14:57:33 UTC 15K followers, 2807 engagements


"@YodaStockInvest Your pick is XXX% $AMD My pick is $HIMS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946194985927278801) 2025-07-18 13:06:57 UTC 15K followers, XXX engagements


"@TacticzH I would rather hold $MELi for the next X years hbu"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944016428362838086) 2025-07-12 12:50:09 UTC 14.9K followers, XXX engagements


"@YodaStockInvest Whats your 5-year PT for $AMD"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947163964359540890) 2025-07-21 05:17:20 UTC 15.1K followers, 1492 engagements


"5) $CDLR Cadeler 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $CDLR is a danish offshore wind contractor operating advanced jack-up vessels specializing in turbine installation maintenance and decommissioning for large-scale renewable energy projects worldwide. In my opinion $CDLR is ridiculously cheap trading at a forward EV/EBITDA of around X. While sector sentiment is currently terrible $CDLR is absolutely a name that deserves a spot on everyones watchlist"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231664327651760) 2025-07-15 21:19:04 UTC 15.1K followers, 5539 engagements


"@ahmet34091200 $CDLR is incredibly cheap imo"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946845498721149041) 2025-07-20 08:11:52 UTC 15.1K followers, 3531 engagements


"10) $GTLB Gitlab 5-year revenue CAGR: XX% $GTLB offers a comprehensive platform for software development integrating planning building securing and deploying software seamlessly across various What makes $GTLB stand out is its single comprehensive platform. It covers the entire DevSecOps lifecycle from planning to deployment eliminating the need for multiple disparate tools"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307756207579321) 2025-07-18 20:35:04 UTC 15.1K followers, 6067 engagements


"8) $NVDA increased its revenue at a CAGR of only X% from 2005 to 2015 but grew its revenue at a CAGR of XX% from 2015 to 2024"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395275141927119) 2025-07-21 20:36:29 UTC 15.1K followers, XXX engagements


"@TacticzH I believe $ASML is a solid buying opportunity"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947218612319580381) 2025-07-21 08:54:29 UTC 15.1K followers, 1167 engagements


"2) $HIMS Hims&Hers 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $HIMS is a telehealth company offering personalized wellness products including hair loss skincare and mental health treatments with a strong focus on affordable direct-to-consumer care. I believe $HIMS has an exceptional management team with the ability to execute over the next 5-10 years. If they deliver $HIMS has the potential to become a 10-bagger"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231634837725416) 2025-07-15 21:18:57 UTC 15K followers, 5598 engagements


"@InvestingVisual My X favorites from this list are $ASML $GOOGL and $NBIS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946976691965792546) 2025-07-20 16:53:11 UTC 15.1K followers, XXX engagements


"9) $AMDs data center revenue has grown at a CAGR of XX% over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395283941519401) 2025-07-21 20:36:31 UTC 15.1K followers, 1812 engagements


"$NBIS has 5xd its revenue over the past year and is expected to 5x their revenue over the next year. What a company"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946573256116330686) 2025-07-19 14:10:04 UTC 15.1K followers, 28.2K engagements


"Buy one hold one sell one: $HIMS $XXXXX $OSCR $XXXXX $ASTS $XXXXX What would you do"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944109150532665380) 2025-07-12 18:58:35 UTC 15K followers, 20.2K engagements


"@TacticzH $HIMS and $NBIS are my highest conviction stocks. $DLO $GOOGL $ASML and $CDLR have the best risk/reward imo"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945950880706052330) 2025-07-17 20:56:58 UTC 15.1K followers, XXX engagements


"My favorite stocks in each of these sectors: Healthcare: $HIMS Hims&Hers $TMDX Transmedics $DCTH Delcath Semiconductors (-equipment): $AMD Advanced Micro Devices $LRCX Lam Research $ASML ASML $TSM Taiwan semi $NVDA Nvidia Space economy: $ASTS AST Spacemobile $RKLB Rocket lab Cloud: $NBIS Nebius $AMZN Amazon (AWS) $GOOGL Alphabet (GCP) Renewable energy: $CDLR Cadeler $ENPH Enphase energy $FSLR First Solar Fintech: $SOFI Sofi tech $DLO Dlocal $ADYEN.AS Adyen Biotech: $ALVO Alvotech What stocks would you add"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1940512923660489182) 2025-07-02 20:48:28 UTC 15K followers, 29.6K engagements


"3) $ITECH I-Tech AB 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $ITECH is a swedish biotech company behind Selektope a unique non-metal antifouling additive used in marine coatings to reduce barnacle growth and fuel consumption. $ITECH is an underfollowed microcap operating in a highly niche sector. While there are some overhanging risks (such as the potential non-renewal of Selektopes approval in Europe) $ITECH benefits from a wide moat and significant room for growth in an underpenetrated market. Thanks @SimeonResearch_ for bringing this company to my attention"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231648502452358) 2025-07-15 21:19:00 UTC 15K followers, 5518 engagements


"During this volatile market there are still some amazing deals: $NBIS under $XX $HIMS under $XX $GOOGL under $XXX $NVO under $XX $SOFI under $XX $OSCR under $XX $ASTS under $XX $DLO under $XX $CDLR under $XX Which are you buying"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1930732274045136963) 2025-06-05 21:03:40 UTC 15.1K followers, 42.4K engagements


"$HIMS at $XX is a gift $NBIS at $XX is a gift $TMDX at $XXX is a gift $CDLR at $XX is a gift $GOOGL at $XXX is a gift Agree What stocks would you add"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943409059547206055) 2025-07-10 20:36:41 UTC 15K followers, 21.4K engagements


"If I were to build a $100K portfolio today heres how Id do it: $HIMS $15K $NBIS $15K $CDLR $10K $GOOGL $10K $AMZN $10K $AMD $10K $DLO $10K $TMDX $10K $ASML $10K How would your $100K portfolio look like"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944493442106798426) 2025-07-13 20:25:38 UTC 15.1K followers, 29.5K engagements


"When you see a chart like this you know the company is something special. $HIMS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945582429466513550) 2025-07-16 20:32:53 UTC 15.1K followers, 23.7K engagements


"@InveStudentt XX% is a bit too much imo but theyre definitely trading at a discount"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946996068941726019) 2025-07-20 18:10:10 UTC 15K followers, XXX engagements


"4) $AMZN Amazon Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $695B Revenue FY2028: $925B Net margin FY2028: XX% Net income FY2028: 130B Multiple: XX 2028 Market cap: 2.978T Share price: 2978000000000/10620000000 = $XXXXXX Upside: XX% Bear case: Revenue CAGR through 2028: X% Expected revenue FY2025: $695B Revenue FY2028: $875B Net margin FY2028: XX% Net income FY2028: 114B Multiple: XX 2028 Market cap: 2.39T Share price: 2390000000000/10620000000 = $XXXXXX Upside: X% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $695B Revenue FY2028: $976B Net margin"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779892291633630) 2025-07-11 21:10:14 UTC 15K followers, 5780 engagements


"8) $TMDX Transmedics 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $TMDX is a medical device innovator transforming organ transplantation with proprietary technology that preserves organs in a near-living state significantly improving transplant outcomes and availability. It has a strong moat significant potential for geographical expansion and is already profitable. While $TMDX may not be the easiest buy in todays market it remains a solid opportunity"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231688805515597) 2025-07-15 21:19:09 UTC 15K followers, 5311 engagements


"3) $DUOL Duolingo 5-year revenue CAGR: XX% $DUOL is a popular language-learning application that uses game-like features and AI to deliver personalized easy-to-follow lessons to users worldwide. What makes $DUOL stand out is its highly effective gamified approach to language learning. This strategy makes the process addictive engaging and accessible to millions through bite-sized lessons and a fun competitive environment. In my opinion $DUOL is one of the strongest businesses in the world"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307694723305582) 2025-07-18 20:34:49 UTC 15.1K followers, 6106 engagements


"7) $LFMD LifeMD 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $LFMD is a health and wellness company focused on direct-to-consumer personal care products blending science-driven formulations with accessible e-commerce distribution channels. Its an overlooked profitable microcap operating in the DTC health sector. Despite limited attention and low liquidity it serves an underpenetrated market with solid fundamentals. If growth execution continues $LFMD could see significant upside from both earnings expansion and market multiple re-rating"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231681067139140) 2025-07-15 21:19:08 UTC 15K followers, 5008 engagements


"10 non-us growth machines every investor should have on their radar: 1) $NBIS Nebius Description: $NBIS is a cloud computing platform offering AI infrastructure and development tools for enterprises and researchers. Why should you consider owning $NBIS Perfectly positioned to benefit from AI-boom Founder-led Amazing revenue growth: XXX% YoY Rapid international expansion is underway $NVDA has a XX% stake Owns X subsidiaries with each having huge potential: Toloka: Data processing and annonation: XXX% YoY revenue growth Tripleten: Edtech: XXX% YoY revenue growth Avride: Autonomous vehicles and"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595443982729327) 2025-07-05 20:30:01 UTC 15.1K followers, 180.2K engagements


"My long term (5-year) price targets🎯: $HIMS Hims&Hers : $XXX $NBIS Nebius : $XXX $CDLR Cadeler : $XXX $GOOGL Alphabet : $XXX $AMZN Amazon : $XXX $TMDX Transmedics : $XXX $DLO Dlocal : $XX $OSCR Oscar : $XX $ASML Asml : 1300 $AMD Advanced Micro Devices : $XXX Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947024676275831240) 2025-07-20 20:03:51 UTC 15.1K followers, 58.3K engagements


"@MMoney642 Amazing thread $HIMS $CDLR and $TMDX are my favorites from this list imo but there are a lot of other great companies here"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947388805763502306) 2025-07-21 20:10:46 UTC 15.1K followers, 1950 engagements


"6) $DDOG Datadog 5-year revenue CAGR: XX% $DDOG provides a monitoring and analytics platform for cloud-scale applications servers and databases enhancing observability for developers and operations teams. What makes the platform stand out is its ability to unify and correlate an incredibly diverse set of telemetry data (metrics logs and traces) from across complex distributed cloud environments into a single intuitive platform"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307720409436236) 2025-07-18 20:34:55 UTC 15.1K followers, 5192 engagements


"@Me_Feat_You @TacticzH $DLO $CDLR $GOOGL $HIMS Maybe even more"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1942596177645510953) 2025-07-08 14:46:35 UTC 14.9K followers, XXX engagements


"My 3-year bear base and bull case for these XX stocks assuming no further dilution or buybacks are issued (A thread 🧵): 1) $HIMS Hims&Hers Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $5.16B EBITDA margin FY2028: XX% EBITDA FY2028: 1.135B Multiple: XX 2028 Market cap: 24.98B Share price: 24980000000/222000000 = $XXXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $2.35B Revenue FY2028: $4.58B EBITDA margin FY2028: XX% EBITDA FY2028: 916M Multiple: XX 2028 Market cap: 18.32B Share price: 18320000000/222000000 ="  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779881277624596) 2025-07-11 21:10:12 UTC 15K followers, 68.2K engagements


"@SimeonResearch_ - $ASML $NBIS - $HIMS $TMDX $AMD $AMZN $GOOGL - $CDLR - $DLO"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946222302233825386) 2025-07-18 14:55:30 UTC 15.1K followers, XXX engagements


"6) $RKLB Rocket Lab 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $RKLB is a space launch company offering frequent cost-effective satellite deployment services through its Electron rocket and developing next-gen space systems like Neutron and Photon platforms. $RKLB operates in an exciting sector with huge long-term potential in space launches and systems. Its currently quite pricy but if management executes strongly $RKLB could justify its valuation in a rapidly growing space market"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231672666153124) 2025-07-15 21:19:06 UTC 15K followers, 5440 engagements


"@TacticzH Great thread From this list I own $HIMS $AMD and $DLO. But Im watching $TSM and $ADYEN closely"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946932682253844560) 2025-07-20 13:58:18 UTC 15.1K followers, 1994 engagements


"Stocks which I believe will at least double over the next X years: $HIMS Hims&Hers $AMD Advanced Micro Devices $NBIS Nebius $GOOGL Alphabet $CDLR Cadeler $DLO Dlocal Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1939425621802627277) 2025-06-29 20:47:55 UTC 15K followers, 62K engagements


"2) $TMDX has nearly 10xd its revenue over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395224260776037) 2025-07-21 20:36:16 UTC 15.1K followers, 2185 engagements


"@TacticzH These are the stocks Ill maybe buy next week: $DLO $GOOGL $HIMS $ASML $CDLR $NBIS"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944494383035809991) 2025-07-13 20:29:22 UTC 15K followers, 1452 engagements


"@SimeonResearch_ I'm starting to like $ITECH more and more"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945559731776500188) 2025-07-16 19:02:41 UTC 15K followers, XXX engagements


"5) $CDLR Cadeler Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $608M Revenue FY2028: $1.5B EBITDA margin FY2028: XX% EBITDA FY2028: 750M Multiple: XX 2028 Market cap: 7.5B Share price: 7500000000/87719000 = $XXXXX Upside: XXX% Bear case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $608M Revenue FY2028: $1.34B EBITDA margin FY2028: XX% EBITDA FY2028: 536M Multiple: X 2028 Market cap: 4.288B Share price: 4288000000/87719000 = $XXXXX Upside: XXX% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: $608M Revenue FY2028: $1.668B EBITDA margin FY2028:"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779896204890379) 2025-07-11 21:10:15 UTC 14.9K followers, 5617 engagements


"Stocks that I believe will at least become 5-baggers: $AMD Advanced Micro Devices $HIMS Hims&Hers $DLO Dlocal $NBIS Nebius Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944861073812938772) 2025-07-14 20:46:28 UTC 15K followers, 20K engagements


"@TacticzH Id pick $HIMS over $NVO. I agree with the rest"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946440145315504188) 2025-07-19 05:21:08 UTC 15K followers, XXX engagements


"Which of these companies do you think is the best buy at the moment $GOOGL $XXXXXX $HIMS $XXXXX $TMDX $XXXXXX $OSCR $XXXXX $ITECH $XXXXXX $DLO $XXXXX $NBIS $XXXXX $ASTS $XXXXX $CDLR $20.91"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946661265599857022) 2025-07-19 19:59:47 UTC 15.1K followers, 87.4K engagements


"@SimeonResearch_ Im currently researching $ITECH - looks very interesting Also excited to see that $ILYDA thesis"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944043863313658038) 2025-07-12 14:39:10 UTC 15K followers, XXX engagements


"My XX favorite founder-led companies: $HIMS Hims&Hers $NBIS Nebius $TMDX Transmedics $LFMD LifeMD $ALVO Alvotech $ASTS AST Spacemobile $ADYEN.AS Adyen $SHOP Shopify $HOOD Robinhood $MELI Mercado Libre What stocks would you add"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941966470667198764) 2025-07-06 21:04:21 UTC 15.1K followers, 15.9K engagements


"3) $HIMS revenue has more than 30xd over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395233232392326) 2025-07-21 20:36:19 UTC 15.1K followers, 1161 engagements


"9 strong businesses that have grown their revenues at a CAGR of 30%+ over the last X years and are expected to grow their revenue at a 20%+ CAGR over the next X years that everyone should have on their radar: 1) $DLO D-local 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $DLO is a digital payment platform expanding financial inclusion in emerging markets offering fast low-cost cross-border payment solutions for individuals and businesses. This is one of my favorite popular FinX stocks: strong growth a great CEO and already profitable. Additionally I think the take rate will stabilize"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231625593479268) 2025-07-15 21:18:54 UTC 15.1K followers, 66.3K engagements


"4) $XXX Life360 5-year revenue CAGR: XX% $XXX is a leading family safety app providing real-time location sharing driving insights crash detection and digital safety features through a freemium model and acquired hardware like Tile. Although Life360 has already experienced tremendous revenue and share price growth I believe there are still significant growth drivers ahead. These include: Deeper international expansion Leveraging first-party data for targeted ads Expanding the ecosystem (pets and objects) Strategic partnerships Life360is uniquely positioned to capitalize on these growth"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307703137042463) 2025-07-18 20:34:51 UTC 15.1K followers, 5580 engagements


"9) $ASML Asml Base case: Revenue CAGR through 2028: XX% Expected revenue FY2025: 32.5B Revenue FY2028: 43.26B Net margin FY2028: XX% Net income FY2028: 13B Multiple: XX 2028 Market cap: 390B Share price: 390000000000/392000000 = XXXXXX Upside: XX% Bear case: Revenue CAGR through 2028: X% Expected revenue FY2025: 32.5B Revenue FY2028: 40.94B Net margin FY2028: XX% Net income FY2028: 10.64B Multiple: XX 2028 Market cap: 255.47B Share price: 255470000000/392000000 = XXXXXX Upside: -X% Bull case: Revenue CAGR through 2028: XX% Expected revenue FY2025: 32.5B Revenue FY2028: 45.66B Net margin"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779909815427210) 2025-07-11 21:10:18 UTC 15K followers, 6675 engagements


"Which of these portfolios do you think will deliver the highest return Portfolio 1: $HIMS $LFMD $OSCR $TMDX Portfolio 2: $NVDA $AMD $TSM $ASML Portfolio 3: $ASTS $RKLB $LMND $PLTR Portfolio 4: $NBIS $AMZN $GOOGL $CRWV"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945946292724617344) 2025-07-17 20:38:44 UTC 15.1K followers, 24K engagements


"My ratings on these stocks: Strong buy: $GOOGL Alphabet $DLO Dlocal $CDLR Cadeler $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices Buy: $ASML Asml $AMZN Amazon $TMDX Transmedics $SOFI Sofi tech $ASTS AST Spacemobile $UBER Uber tech Hold: $MSFT Microsoft $CRWD Crowdstrike $AAPL Apple $PLTR Palantir Agree"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1937979251611078782) 2025-06-25 21:00:34 UTC 15K followers, 47.1K engagements


"7) $AXON Axon 5-year revenue CAGR: XX% $AXON develops and manufactures tasers body cameras and digital evidence management solutions primarily for law enforcement agencies and public safety. $AXON dominates its sector with: A fully integrated ecosystem of hardware and software Strong reputation and trust among agencies Cutting-edge innovation and technology Crucially once agencies adopt $AXONs comprehensive system the high switching costs make it extremely difficult to leave. This forms $AXONs large moat"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307731276595707) 2025-07-18 20:34:58 UTC 15K followers, 4825 engagements


"@DeepValueBagger $HIMS TTM revenue is $1.78B and their YoY revenue growth is 111%"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946618095310671950) 2025-07-19 17:08:14 UTC 15K followers, XXX engagements


"@TheRonnieVShow X. $NBIS X. $HIMS X. $CDLR"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941585735980589356) 2025-07-05 19:51:27 UTC 14.9K followers, 1192 engagements


"2) $SHOP Shopify 5-year revenue CAGR: XX% $SHOP provides an e-commerce platform for businesses of all sizes enabling online store creation sales management and customer engagement tools globally. What sets Shopify apart is its unparalleled accessibility and comprehensive suite of tools empowering anyone to easily launch manage and scale an online business regardless of technical expertise. Id love to get in on this one but right now its just too expensive"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307684908630074) 2025-07-18 20:34:47 UTC 15.1K followers, 5956 engagements


"@TacticzH $MSFT yes because of valuation but $TKWY because theyre being acquired by Prosus (And because they suck haha)"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943603004369768522) 2025-07-11 09:27:21 UTC 15K followers, XXX engagements


"@TacticzH $ADYEN trades at a P/S of XX while $DLO trades at a P/S of only 4"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947284265437200389) 2025-07-21 13:15:22 UTC 15.1K followers, XXX engagements


"@YodaStockInvest Option 4: $SOFI $AMD $HIMS Which portfolio would you choose"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946661932821299202) 2025-07-19 20:02:26 UTC 15K followers, XXX engagements


"@adudetrading No instead BofA lowers their target to $XX because $HIMS experienced an increase in share price or for whatever nonsense reason"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946636048575934493) 2025-07-19 18:19:35 UTC 15K followers, XX engagements


"@TacticzH I would increase the $NBIS position"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1942876055666123014) 2025-07-09 09:18:43 UTC 14.9K followers, XXX engagements


"4) $SHOP Shopify 5-year Revenue CAGR: XX% Fwd 3-year Revenue CAGR: XX% $SHOP is a leading e-commerce platform empowering businesses of all sizes with user-friendly tools for online store creation payment processing and seamless multichannel sales worldwide. Its an amazing high-quality business with a strong moat. The only drawback is it trades at a P/FY2027 earnings multiple of XX undeniably high. Thats why Im staying away until it drops below $70"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945231656102564111) 2025-07-15 21:19:02 UTC 15K followers, 4980 engagements


"@MMoney642 1) $HIMS 2) $ASML 3) $NBIS A distant X would be $GOOGL"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946633504139219251) 2025-07-19 18:09:28 UTC 15K followers, 1405 engagements


"6) AWS Revenue has grown at a CAGR of nearly XX% over the past XX years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395258104328392) 2025-07-21 20:36:25 UTC 15.1K followers, XXX engagements


"@sockerfarbror Its mainly a risk because $ITECH could suffer long-term reputational damage if its approval is not renewed if thats what your asking"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1945473702855917574) 2025-07-16 13:20:50 UTC 15K followers, XXX engagements


"6) $SOFI Sofi tech Base case: Revenue CAGR through 2028: XX% Expected adjusted net revenue FY2025: $3.27B Adjusted net revenue FY2028: $5.1B EBITDA margin FY2028: XX% EBITDA FY2028: 1.53B Multiple: XX 2028 Market cap: 30.6B Share price: 30600000000/1110000000 = $XXXXX Upside: XX% Bear case: Revenue CAGR through 2028: XX% Expected adjusted net revenue FY2025: $3.27B Adjusted net revenue FY2028: $4.72B EBITDA margin FY2028: XX% EBITDA FY2028: 1.27B Multiple: XX 2028 Market cap: 22.93B Share price: 22930000000/1110000000 = $XXXXX Upside: -X% Bull case: Revenue CAGR through 2028: XX% Expected"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1943779899652943914) 2025-07-11 21:10:16 UTC 15K followers, 5448 engagements


"Here are XX subscription-based machines compounding fast (25%+ CAGR) which everyone should have on their watchlist: 1) $HIMS Hims&Hers 5-year revenue CAGR: XX% $HIMS offers a large variety of prescription treatments across key health categories like sexual health dermatology mental health and weight loss. Its the largest company in its sector and I believe $HIMS will be a disruptor. The sector $HIMS operates in telehealth is revolutionary and only getting bigger. Its revolutionizing healthcare by offering: Ease of use Time-efficient Effectiveness Affordability Its my highest conviction play"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307676859727887) 2025-07-18 20:34:45 UTC 15.1K followers, 83.7K engagements


"10 very undervalued stocks at the moment: (This is not in a specific order) 1) $HIMS Hims&Hers 2) $CDLR Cadeler 3) $DLO Dlocal 4) $AMD Advanced Micro Devices 5) $NBIS Nebius 6) $GOOGL Alphabet 7) $AMZN Amazon 8) $OSCR Oscar Health 9) $ASML Asml 10) $NVO Novo Nordisk Which are you buying"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1933270961715114324) 2025-06-12 21:11:30 UTC 15K followers, 42.7K engagements


"10 under-the-radar stocks with strong revenue growth worth researching: $CDLR Cadeler $ITECH I-Tech AB $GLBE Global-e $ALVO Alvotech $DCTH Delcath $EOSE Eos Energy $ALAB Astera Labs $DAVE Dave $PME Pro Medicus $MU Micron What stocks would you add to the list"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941239075354312964) 2025-07-04 20:53:56 UTC 15.1K followers, 19.5K engagements


"The following revenue numbers will blow you away: 1) $OSCR has grown its revenue at a CAGR of XXX% over the past X years"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1947395215733535003) 2025-07-21 20:36:14 UTC 15.1K followers, 18.6K engagements


"@TheBrilliantBu1 I prefer $GOOGL over $OSCR but I can see the case for both"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946760642104312085) 2025-07-20 02:34:40 UTC 15K followers, 2893 engagements


"@investorbmw Nice pick $DLO is one of the most undervalued ones on this list imo"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946662467427250192) 2025-07-19 20:04:34 UTC 15K followers, 2591 engagements


"5) $ALVO Alvotech Description: $ALVO develops and manufactures biosimilar medicines aiming to make high-quality biologic therapies more affordable and accessible globally Why should you consider owning $ALVO Alvotech is focused entirely on developing biosimilar medicines It makes affordable versions of expensive biologic drugs Massive revenue growth: product revenues increased XXX% YoY Huge global demand as healthcare systems seek cost savings Launches three biosimilars this year Strategic partnerships with Teva and others accelerate market entry Margin expansion expected as scale improves"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1941595479831109710) 2025-07-05 20:30:10 UTC 15K followers, 10.9K engagements


"If $AMD secures a XX% share of the data center AI accelerator market the segment could generate more than $120B in revenue in FY2030. With an assumed XX% net profit margin that would equate to $XX billion in earnings by FY2030. Using a 30x P/E multiple this segment alone could be valued at over $X trillion"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1944809300305625486) 2025-07-14 17:20:44 UTC 15K followers, 1239 engagements


"8) $TTD The Trade Desk 5-year revenue CAGR: XX% $TTD operates a leading independent demand-side platform for digital advertising enabling advertisers to manage optimize and buy data-driven ad campaigns. What makes $TTD special is its use of AI especially its Koa engine which optimizes programmatic ad buying across the open internet. It enables real-time bidding advanced audience targeting and omnichannel campaign optimization at scale"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307738645963087) 2025-07-18 20:35:00 UTC 15K followers, 4813 engagements


"5) $TOST Toast 5-year revenue CAGR: XX% $TOST offers a comprehensive cloud-based point-of-sale and management platform specifically designed for restaurants streamlining operations and guest experiences. What differentiates $TOST is its deep singular focus on the restaurant industry. It delivers an end-to-end integrated platform covering everything from POS and online ordering to payroll kitchen displays and guest engagement; all tailored to restaurant workflows"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946307711953453357) 2025-07-18 20:34:53 UTC 15.1K followers, 5414 engagements


"@longoption Even if $AMD captures just XX% market share its a great opportunity"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1946856877272322216) 2025-07-20 08:57:05 UTC 15K followers, XXX engagements


"In your opinion which of the following X stocks will deliver the highest return over the next X years 1) $HIMS Hims&Hers 2) $NBIS Nebius 3) $TSLA Tesla 4) $AMD Advanced Micro Devices 5) Other (stock of your choice)"  
![@meeijer Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1471025154440548353.png) [@meeijer](/creator/x/meeijer) on [X](/post/tweet/1942329205632496052) 2025-07-07 21:05:44 UTC 15K followers, 20.9K engagements