# ![@meeijer Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1471025154440548353.png) @meeijer Misunderstood Multibaggers

Several investors are discussing and sharing their insights on various tech stocks, including $NBIS, $BZAI, $NVO, and $HIMS. These companies are involved in innovative technologies such as AI, cloud computing, and healthcare, and have recently made significant announcements, including partnerships, investments, and revenue projections. Some investors believe these companies have strong growth potential and are undervalued, making them attractive investment opportunities.

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

- [--] Week [-------] +2.80%
- [--] Month [---------] -20%
- [--] Months [----------] -14%
- [--] Year [----------] +5,358%

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

- [--] Week [--] -18%
- [--] Month [---] -41%
- [--] Months [-----] -15%
- [--] Year [-----] +799%

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

- [--] Week [------] +0.30%
- [--] Month [------] +2.50%
- [--] Months [------] +58%
- [--] Year [------] +3,225%

### CreatorRank: [-------] [#](/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

**Social category influence**
[stocks](/list/stocks)  76.81% [technology brands](/list/technology-brands)  43.48% [finance](/list/finance)  38.41% [cryptocurrencies](/list/cryptocurrencies)  10.14% [countries](/list/countries)  5.07% [automotive brands](/list/automotive-brands)  1.45% [social networks](/list/social-networks)  0.72% [financial services](/list/financial-services)  0.72%

**Social topic influence**
[$nbis](/topic/$nbis) #48, [$hims](/topic/$hims) #181, [$nvo](/topic/$nvo) #146, [stocks](/topic/stocks) 27.54%, [$googl](/topic/$googl) 27.54%, [$amd](/topic/$amd) #522, [googl](/topic/googl) #159, [hims hers](/topic/hims-hers) #185, [$dlo](/topic/$dlo) #26, [nvo](/topic/nvo) #87

**Top accounts mentioned or mentioned by**
[@tacticzh](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@preseidentmusk](/creator/undefined) [@eyalweiss](/creator/undefined) [@qualityinvest5](/creator/undefined) [@investinc_intel](/creator/undefined) [@wsm_97](/creator/undefined) [@simeonresearch](/creator/undefined) [@mvcinvesting](/creator/undefined) [@poconokid18](/creator/undefined) [@hatedmoats](/creator/undefined) [@returnsjourney](/creator/undefined) [@tacticzhs](/creator/undefined) [@investingvisual](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@fiscalai](/creator/undefined) [@thatmarketsguy](/creator/undefined) [@techequityeng](/creator/undefined) [@akinatorassets](/creator/undefined) [@splashbullish](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [DLocal Limited (DLO)](/topic/$dlo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [RAI Finance (SOFI)](/topic/$sofi) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lemonade, Inc. (LMND)](/topic/$lmnd) [ZetaChain (ZETA)](/topic/$zeta) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [MercadoLibre Inc (MELI)](/topic/$meli) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [UnitedHealth Group (UNH)](/topic/$unh) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [IonQ, Inc. (IONQ)](/topic/$ionq) [Shopify Inc (SHOP)](/topic/$shop) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Sea Limited (SE)](/topic/$se) [Born in [--] (19)](/topic/$19) [Trade Desk, Inc. (TTD)](/topic/$ttd) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Apple, Inc. (AAPL)](/topic/$aapl) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Dave Inc. (DAVE)](/topic/$dave) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PNG.V / $KRKNF Kraken Robotics Here's my deep dive on arguably one of the best risk-rewards and most interesting companies in the market: https://open.substack.com/pub/investorinmisunderstoodcos/p/pngv-krknf-kraken-robotics-investmentr=4b7zut&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/investorinmisunderstoodcos/p/pngv-krknf-kraken-robotics-investmentr=4b7zut&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/meeijer/status/1991601353152688621)  2025-11-20T20:15Z 28.6K followers, 68.1K engagements


"$AMZN JUST GUIDED FOR [----] CapEx OF $200B VS. $146B EXPECTED BULLISH FOR AI INFRA PLAYS INCLUDING $NBIS"  
[X Link](https://x.com/meeijer/status/2019517973774655774)  2026-02-05T21:06Z 28.6K followers, [----] engagements


"🚨JUST IN $NBIS datacenter in New Jersey is now capable of delivering 50MW. This datacenter could deliver up to 300MW once completed in 6-9 months🔥"  
[X Link](https://x.com/meeijer/status/1961886750940307752)  2025-08-30T20:20Z 28.6K followers, 89.3K engagements


"MY BRIEF OPINION ON $HIMS: Great to hear that $HIMS wont be offering the compounded semaglutide pill anymore. $HIMS stated that they had constructive conversations with stakeholders across the industry. My bet is that an agreement was reached and that no lasting damage was done. I along with many others disfavored the decision to start selling a compounded semaglutide pill; more risk no meaningful move away from GLP-1s and misalignment with what management had previously communicated. At this point I am neither adding to nor selling my position. If none of this had occurred there would have"  
[X Link](https://x.com/meeijer/status/2020221341148840406)  2026-02-07T19:41Z 28.6K followers, 25.9K engagements


"This pullback shouldnt concern you at all as long as you Know what you own Peter Lynch I come back to this video often"  
[X Link](https://x.com/meeijer/status/2019107961713332409)  2026-02-04T17:57Z 28.6K followers, [----] engagements


"$NBIS is now up just 13% (only 10% when accounting for AH) over the past [--] months. During that same period $NBIS signed a $17.4B deal with Microsoft Signed a $3B deal with Meta Raised contracted capacity guidance by end of [----] from 1GW to 2.5GW Guided 800MW to 1GW of connected capacity by the end of [----] Guided $7-9B in ARR for FY2026 Onboarded some of the fastest growing companies in the world: - Cursor - Black Forest Labs - Revolut ClickHouse stake more than doubled in value $NBIS is incrementally undervalued in my opinion. https://twitter.com/i/web/status/2019527383934534126"  
[X Link](https://x.com/meeijer/status/2019527383934534126)  2026-02-05T21:43Z 28.6K followers, 30.9K engagements


"$NBIS just acquired Tavily for $275M to add agentic search to its AI cloud platform. I believe this is a great acquisition as well as a great bet for the future and heres exactly why: Tavily is a search platform designed for AI delivering clear real-time answers instead of webpages. It helps AI systems research verify information and make better decisions on their own making it a key building block for more autonomous AI. This acquisition advances Nebiuss strategy to build a unified platform for autonomous agents. By adding Tavilys agentic search Nebius expands its core stack giving customers"  
[X Link](https://x.com/meeijer/status/2021240636716773541)  2026-02-10T15:11Z 28.6K followers, [----] engagements


"@TheBrilliantBu1 Exactly Whats your favorite $NBIS subsidiary"  
[X Link](https://x.com/meeijer/status/2021983483263168734)  2026-02-12T16:23Z 28.6K followers, [---] engagements


"$SHOP has been on my buy-list for quite some time but I always thought the stock was too expensive. Today $SHOP reported their FY2025 results and oh my oh my Incredible execution 🔥 Maybe the company does deserve such high multiples after all"  
[X Link](https://x.com/meeijer/status/2021581639113969991)  2026-02-11T13:46Z 28.6K followers, [----] engagements


"$NBIS just reclaimed $100/share. Fully deserved after yesterdays results"  
[X Link](https://x.com/meeijer/status/2022334414324416687)  2026-02-13T15:37Z 28.6K followers, [----] 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 https://twitter.com/i/web/status/1941239075354312964 https://twitter.com/i/web/status/1941239075354312964"  
[X Link](https://x.com/meeijer/status/1941239075354312964)  2025-07-04T20:53Z 28.6K followers, 21.7K engagements


"$WYFI just crossed $30 for the first time ever 🔥 It's now up nearly 40% this week alone. Congrats to all shareholders"  
[X Link](https://x.com/meeijer/status/1973415450051596743)  2025-10-01T15:51Z 28.6K followers, 14.6K engagements


"15 rapidly growing stocks under $30B market cap to watch in 2026: $NBIS Nebius $ZETA Zeta Global $HIMS Hims&Hers $SEZL Sezzle $DLO dLocal $CDLR Cadeler $TMDX Transmedics $HROW Harrow $PGY Pagaya $KRKNF Kraken Robotics $AMPX Amprius $MDA MDA Space $ASTS ASTSpacemobile $RBRK Rubrik $CIFR Cipher Mining Which stocks would you add https://twitter.com/i/web/status/2005686053181772028 https://twitter.com/i/web/status/2005686053181772028"  
[X Link](https://x.com/meeijer/status/2005686053181772028)  2025-12-29T17:03Z 28.6K followers, 32K engagements


"10 great underfollowed stocks to watch this year: $PGY Pagaya $DCTH Delcath Systems $SEZL Sezzle $CDLR Cadeler $AMPX Amprius $TMDX Transmedics $NXSN Next Vision Stabilized Systems $SE Sea $HNGE Hinge Health $AMSC American Superconductor Which stocks would you add https://twitter.com/i/web/status/2007506064720134351 https://twitter.com/i/web/status/2007506064720134351"  
[X Link](https://x.com/meeijer/status/2007506064720134351)  2026-01-03T17:35Z 28.6K followers, 15.5K engagements


"Companies I believe will benefit from Venezuela opening up economically: $DLO dLocal $CVX Chevron $MELI Mercado Libre $PNG.V Kraken Robotics $DPRO Draganfly $AVAV AeroVironment Which stocks would you add"  
[X Link](https://x.com/meeijer/status/2008238832857342341)  2026-01-05T18:07Z 28.6K followers, [----] engagements


"10 potential multibaggers over the next [--] years: $NBIS - Nebius $NVO - Novo Nordisk $SEZL - Sezzle $ZETA - Zeta Global $PGY - Pagaya $DLO - dLocal $AMD - Advanced Micro Devices $SOFW - Sofwave $IREN - Iren $PNG.V / $KRKNF - Kraken Robotics https://twitter.com/i/web/status/2008960738371780965 https://twitter.com/i/web/status/2008960738371780965"  
[X Link](https://x.com/meeijer/status/2008960738371780965)  2026-01-07T17:55Z 28.6K followers, 94K engagements


"@Eyal__Weiss Is $SOFW a large position in your portfolio"  
[X Link](https://x.com/meeijer/status/2009093909839008147)  2026-01-08T02:44Z 28.5K followers, [---] engagements


"@SimeonResearch_ $SOFW was included in my top [---] stock ideas for [----] mostly because of you and @Eyal__Weiss"  
[X Link](https://x.com/meeijer/status/2009100339434369063)  2026-01-08T03:10Z 28.5K followers, [---] engagements


"@mvcinvesting $HNGE $SEZL"  
[X Link](https://x.com/meeijer/status/2012218832996213218)  2026-01-16T17:42Z 28.6K followers, [----] engagements


"@poconokid18 My mistake ticker is $INSM"  
[X Link](https://x.com/meeijer/status/2013292862788526264)  2026-01-19T16:49Z 28.5K followers, [---] engagements


"10 "pure-quality" businesses I believe are (close to being) buy-worthy: 1) $MELI Mercado Libre 2) $CSU Constellation Software 3) $NOW ServiceNow 4) $NVDA Nvidia 5) $NVO Novo Nordisk 6) $TSM TSMC 7) $AMZN Amazon 8) $UBER Uber 9) $TMDX Transmedics [--] $NFLX Netflix Agree https://twitter.com/i/web/status/2013715666239467853 https://twitter.com/i/web/status/2013715666239467853"  
[X Link](https://x.com/meeijer/status/2013715666239467853)  2026-01-20T20:50Z 28.6K followers, 24.4K engagements


"Arguably one of the highest-quality companies in the world $CSU Constellation Software. As of today the stock is trading just 1% above its decade-low forward P/E. It's entering Misunderstood territory :)"  
[X Link](https://x.com/meeijer/status/2014062093507404012)  2026-01-21T19:46Z 28.6K followers, 10.5K engagements


"I havent seen $HIMS sentiment this low in years. The stock is just above where it was nearly [--] years ago yet since then: Revenue 15xd Net margin: -37% to +6% Labs launched Expansion to: - UK - Canada - Germany - Ireland - France In my opinion $HIMS is a buy"  
[X Link](https://x.com/meeijer/status/2014454569212723427)  2026-01-22T21:46Z 28.6K followers, 128.5K engagements


"In a recent interview $NVO VP said: Were seeing strong demand for the Wegovy oral pill. The data backs it up. Second week after launch: $NVO oral Wegovy: [-----] sold Eli Lillys Zepbound: [-----] sold This is just the beginning 🔥"  
[X Link](https://x.com/meeijer/status/2015165865365328324)  2026-01-24T20:52Z 28.6K followers, 53.5K engagements


"$NVO is now up 21% YTD yet the company still trades at a P/E of [--] My fair value: a P/E of [--] $80/share"  
[X Link](https://x.com/meeijer/status/2015545920310407452)  2026-01-25T22:02Z 28.6K followers, 24.1K engagements


"@TacticzH Between these my favorite group is probably emerging markets: $DLO $MELI and $SE"  
[X Link](https://x.com/meeijer/status/2015879012405403664)  2026-01-26T20:06Z 28.6K followers, [----] engagements


"A reminder for all $NBIS shareholders: While mentions of the company here on X have decreased signifcantly recently the business is still at an ATH: Founder-led Signed a $17B deal with Microsoft Signed a $3B deal wit Meta Raised contracted capacity guidance by end of [----] from 1GW to 2.5GW Guided 800MW to 1GW of connected capacity by the end of [----] Guided $7-9B in ARR for FY2026 After ATM offering $NBIS should have around $7B in cash on hand Has onboarded multiple of the fastest growing startups in the world: - Cursor - Black Forest Labs (Partially) owns [--] subsdiaries: - Avride: AVs and"  
[X Link](https://x.com/meeijer/status/2015907385911505308)  2026-01-26T21:59Z 28.5K followers, 25.1K engagements


"I believe there are still some great opportunities out there: - $HIMS under $30/share - $NBIS under $100/share - $DLO under $16/share - $CSU under C$3000/share - $RBRK under $70/share - $NVO under $70/share - $ZETA under $25/share - $PGY under $25/share - $SEZL under $70/share - $UBER under $90/share https://twitter.com/i/web/status/2016270300866883655 https://twitter.com/i/web/status/2016270300866883655"  
[X Link](https://x.com/meeijer/status/2016270300866883655)  2026-01-27T22:01Z 28.6K followers, 23.3K engagements


"$HIMS SUPER BOWL AD IS HERE 🔥"  
[X Link](https://x.com/meeijer/status/2016886280844427688)  2026-01-29T14:48Z 28.5K followers, [----] engagements


"@HatedMoats I still think $FIG is overvalued"  
[X Link](https://x.com/meeijer/status/2016978999117742563)  2026-01-29T20:57Z 28.5K followers, [---] engagements


"$NVO KEEPS CRUSHING IT 🔥 Wegovy Pill prescriptions sold in [--] weeks after release (26763) are almost as high as Zepbound sales in first [--] weeks. And this is likely very understated with NovoCare and many telehealth channels not yet reflected. BULLISH. In a recent interview $NVO VP said: Were seeing strong demand for the Wegovy oral pill. The data backs it up. Second week after launch: $NVO oral Wegovy: [-----] sold Eli Lillys Zepbound: [-----] sold This is just the beginning 🔥 https://t.co/Q8EIzhLK3L In a recent interview $NVO VP said: Were seeing strong demand for the Wegovy oral pill. The data"  
[X Link](https://x.com/meeijer/status/2017215268179571191)  2026-01-30T12:36Z 28.6K followers, [----] engagements


"🚨 JUST IN: $NBIS will announce Q4 and FY2025 results on the 12th of February"  
[X Link](https://x.com/meeijer/status/2017342596608081968)  2026-01-30T21:02Z 28.6K followers, [----] engagements


"Some of the most established names in the market are now trading 25%+ below their 52-week highs. In my view several of these are starting to look very compelling: $NOW - down 44% $CSU - down 52% $NFLX - down 38% $AXON - down 45% $FICO - down 34% $HOOD - down 35% $INTU - down 39% $PLTR - down 29% $NET - down 32% $UNH - down 53% $ADBE - down 37% $ADYEN - down 33% Are you buying any https://twitter.com/i/web/status/2017702780450799618 https://twitter.com/i/web/status/2017702780450799618"  
[X Link](https://x.com/meeijer/status/2017702780450799618)  2026-01-31T20:53Z 28.6K followers, 15.1K engagements


"$CSU is now up just 54% over the last [--] years Currently $CSU trades at its lowest forward P/E level from the past [--] years. Meanwhile Revenue grew nearly 200% Margins remained rock-solid EPS is expected to grow at a CAGR exceeding 20% over the next two years"  
[X Link](https://x.com/meeijer/status/2018072277103919141)  2026-02-01T21:21Z 28.6K followers, 10.5K engagements


"🚨 BREAKING: $NVO CagriSema OUTPERFORMS SEMAGLUTIDE IN GLUCOSE CONTROL AND WEIGHT LOSS 🔥 In the phase [--] REIMAGINE [--] trial CagriSema delivered superior glucose control and weight loss versus semaglutide alone. Patients achieved up to 1.91% HbA1c reduction from a mean baseline of 8.2% outperforming semaglutides 1.76%. At the same time CagriSema drove 14.2% mean weight loss vs 10.2% with semaglutide nearly 40% greater weight reduction. Notably 43% of patients reached 15% weight loss and 24% reached 20% with no weight-loss plateau at [--] weeks suggesting durability beyond one year. Superiority"  
[X Link](https://x.com/meeijer/status/2018351970407399515)  2026-02-02T15:53Z 28.6K followers, 18.1K engagements


"Theres no question $PLTR is extremely overvalued BUT Theres also no question how well theyve executed. Incredible"  
[X Link](https://x.com/meeijer/status/2018434653103816974)  2026-02-02T21:21Z 28.6K followers, [----] engagements


"BREAKING: $NVO DROPS 13% This is after $NVO guided -5% to -13% sales growth for FY2026 vs est. of -1%. https://twitter.com/i/web/status/2018734099016606201 https://twitter.com/i/web/status/2018734099016606201"  
[X Link](https://x.com/meeijer/status/2018734099016606201)  2026-02-03T17:11Z 28.6K followers, 12.7K engagements


"$HIMS JUST LAUNCHED CANCER DETECTION TESTING 🔥"  
[X Link](https://x.com/meeijer/status/2019062244215005554)  2026-02-04T14:55Z 28.6K followers, 13.1K engagements


"Ladies and gents I introduce to you The most diversified bet for the future. $GOOGL"  
[X Link](https://x.com/meeijer/status/2019157222048297041)  2026-02-04T21:12Z 28.6K followers, [----] engagements


"@ReturnsJourney Should I research $SE"  
[X Link](https://x.com/meeijer/status/2019160037802045811)  2026-02-04T21:24Z 28.6K followers, [----] engagements


"Even after todays nearly 20% increase in share price $NBIS remains a buy in my opinion. My year-end price target: $220/share"  
[X Link](https://x.com/meeijer/status/2019892351615783178)  2026-02-06T21:53Z 28.6K followers, 13.6K engagements


"@QualityInvest5 15x P/S When would you consider $PLTR undervalued"  
[X Link](https://x.com/meeijer/status/2020231208303509911)  2026-02-07T20:20Z 28.6K followers, [---] engagements


"One of the highest-quality companies in the world $CSU is now down nearly 50% from its highs just six months ago. Im still researching the business but so far it looks well worth a deeper look. A great place to start is @TacticzH's excellent deep dive below. Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today it never experienced a drawdown over 20% but now it's down over 50% from it's all-time high. Whether you like CSU or not. I think it's a perfect https://t.co/a141N6kxcM Here it is My 10.000+ words Constellation"  
[X Link](https://x.com/meeijer/status/2020550957176606919)  2026-02-08T17:31Z 28.6K followers, [----] engagements


"The amount of attention $HIMS has attracted recently is hard to ignore and not in a positive sense. Many of you already know (part) of what this controversy is about but below is a complete and http://x.com/i/article/2020580650642743296 http://x.com/i/article/2020580650642743296"  
[X Link](https://x.com/meeijer/status/2020583622311567455)  2026-02-08T19:40Z 28.6K followers, 29K engagements


"@InvestingVisual Great acquisition IMO"  
[X Link](https://x.com/meeijer/status/2021240804828676439)  2026-02-10T15:12Z 28.6K followers, [---] engagements


"@Kaizen_Investor Do you own $SHOP"  
[X Link](https://x.com/meeijer/status/2021607878247768406)  2026-02-11T15:30Z 28.6K followers, [---] engagements


"My favorite stocks in each of these sectors: Cloud: $NBIS Nebius $GOOGL Alphabet (GCP) $AMZN Amazon (AWS) $MSFT Microsoft (Azure) Healtcare: $HIMS Hims&Hers $NVO Novo Nordisk $TMDX Transmedics $TEM Tempus AI Insurance: $OSCR Oscar Health $LMND Lemonade Semiconductors/Semiconductor equipment: $AMD Advanced Micro Devices $NVDA Nvidia $MU Micron $ASML Asml $TSM Taiwan semi Fintech: $HOOD Robinhood $SOFI Sofi tech $NU NuBank $DLO Dlocal E-Commerce: $AMZN Amazon $MELI Mercado Libre Renewable energy: $CDLR Cadeler Space economy: $RKLB Rocket Lab $ASTS AST Spacemobile What stocks would you add"  
[X Link](https://x.com/meeijer/status/1932539208893120556)  2025-06-10T20:43Z 28.6K followers, 73.8K engagements


"Here are [--] companies from mega to micro cap that I believe will beat the market significantly over the next 5+ years: 1) $GOOGL Alphabet Size: Mega cap ($2.5T) Investing in $GOOGL means investing in one of the highest-quality companies in the world. It combines strong margins consistent growth and enormous potential. Its core businesses include search advertising Waymo Google Cloud (GCP) and Gemini. On top of that its currently undervalued. A high-quality company trading at a reasonable price A high-quality company trading at a reasonable price presents a nearly perfect risk-reward"  
[X Link](https://x.com/meeijer/status/1959715158005350403)  2025-08-24T20:31Z 28.6K followers, 361.1K engagements


"Which stock do you think offers the best risk-reward opportunity $HIMS at $48 $GOOGL at $235 $TSLA at $351 $NBIS at $65 $CDLR at $21 $NVDA at $167 $AMD at $151 $AMZN at $232 $DLO at $13 $AMPX at $7"  
[X Link](https://x.com/meeijer/status/1964411026809708697)  2025-09-06T19:31Z 28.6K followers, 94.1K engagements


"Which of these stocks would you rather buy right now: $NBIS at $106 $INTC at $40 $IONQ at $59 $HIMS at $48 $NVDA at $182 $AMD at $235 $BZAI at $4.5 $NVO at $53 $AMZN at $221 $GOOGL at $253"  
[X Link](https://x.com/meeijer/status/1981465873694023875)  2025-10-23T21:00Z 28.6K followers, 116K engagements


"I believe there are still great opportunities out there: $NBIS under $100 $AAOI under $35 $MU under $300 $WYFI under $20 $HIMS under $40 $HROW under $50 $DLO under $16 $ZETA under $20 $CDLR under $20 $NVO under $50 Which stocks would you add"  
[X Link](https://x.com/meeijer/status/2002503023797682188)  2025-12-20T22:15Z 28.6K followers, 43.6K engagements


"Top [--] stocks with the highest projected revenue growth CAGR over the next [--] years ($20B+ market cap): [--]. $ASTS AST SpaceMobile - 658% [--]. $NBIS Nebius - 430% [--]. $INMD Insmed - 83% [--]. $ALAB Astera Labs - 72% [--]. $RGLD Royal Gold - 57% [--]. $NVDA Nvidia - 56% [--]. $ALNY Alnylam Pharmaceuticals - 54% [--]. $ARGX Argenx - 53% [--]. $RDDT Reddit - 51% [--]. $PLTR Palantir - 47% [--]. $RKT Rocket Companies - 46% [--]. $LITE Lumentum - 44% [--]. $FNV Franco-Nevada - 43% [--]. $RKLB Rocket Lab - 42% [--]. $WPM Wheaton Precious Metals - 41% [--]. $AU AngloGold - 40% [--]. $RBLX Roblox - 36% [--]. $CVNA Carvana - 36% [--]. $FTAI"  
[X Link](https://x.com/meeijer/status/2012996259632599259)  2026-01-18T21:11Z 28.6K followers, 85.5K engagements


"🚨 JUST IN: $HIMS will be competing with Novo Nordisk by offering a compounded semaglutide pill 🔥 Pricing: $HIMS: $49 intro pricing and $99/month on subscription $NVO: $199/month"  
[X Link](https://x.com/meeijer/status/2019409655349272614)  2026-02-05T13:55Z 28.6K followers, 51K engagements


"Which of these stocks would you rather buy right now $NBIS at $93 $HIMS at $19 $PGY at $14 $GOOGL at $324 $NVO at $49 $ZETA at $16 $SEZL at $68 $MELI at $2036 $CSU at C$2470"  
[X Link](https://x.com/meeijer/status/2020990079930597730)  2026-02-09T22:35Z 28.6K followers, 22.1K engagements


"$NBIS JUST REPORTED A BANGER QUARTER 🔥 Contracted capacity guidance for FY2026 raised from [---] GW to [---] GW adj. EBITDA margin of 24% ARR was $1.25B by the end of [----] compared to guidance of $1B And of course revenue was up a MASSIVE 547% YoY Im very content as a shareholder. https://twitter.com/i/web/status/2021921409476280741 https://twitter.com/i/web/status/2021921409476280741"  
[X Link](https://x.com/meeijer/status/2021921409476280741)  2026-02-12T12:16Z 28.6K followers, [----] engagements


"$NBIS subsidiary Avride an autonomous vehicle and robot delivery business also had an outstanding quarter Avride now has [--] cars in service Avride nearly 3xd deliveries per day QoQ Avride onboarded some of Americas favorite restaurant chains including: - Shake Shack - Wendys - White Castle Avride signed key commercial agree- ments with Uber Eats and GrubHub https://twitter.com/i/web/status/2021928484025643268 https://twitter.com/i/web/status/2021928484025643268"  
[X Link](https://x.com/meeijer/status/2021928484025643268)  2026-02-12T12:44Z 28.6K followers, [----] engagements


"$NBIS JUST ANNOUNCED FY2026 REVENUE GUIDANCE: $3B to $3.4B That's a 6X YoY. INSANE"  
[X Link](https://x.com/meeijer/status/2021937635003183506)  2026-02-12T13:21Z 28.6K followers, 29K engagements


"$NBIS has nearly 50xd revenues in less than [--] years Unmatched execution"  
[X Link](https://x.com/meeijer/status/2022792264141951410)  2026-02-14T21:57Z 28.6K followers, [----] engagements


"Stocks that I believe can become 10-baggers: $HIMS Hims & Hers $NBIS Nebius $AMD Advanced Micro Devices $SOFI Sofi tech $OSCR Oscar Health"  
[X Link](https://x.com/anyuser/status/1922028058091126811)  2025-05-12T20:36Z 28.6K followers, 70K engagements


"10 stocks with massive long-term potential: $HIMS Hims&Hers $NBIS Nebius $ASTS AST Spacemobile $HOOD Robinhood $SOFI Sofi tech $OSCR Oscar Health $ASML Asml $AMD Advanced Micro Devices $RKLB Rocket Lab $TMDX Transmedics"  
[X Link](https://x.com/meeijer/status/1923113051194077599)  2025-05-15T20:27Z 28.6K followers, 48.8K engagements


"My ratings on stocks: Strong buy: $NBIS Nebius $ASML Asml $GOOGL Alphabet $AMD Advanced Micro Devices $NVO Novo Nordisk $HIMS Hims&Hers Buy: $TMDX Transmedics $AMZN Amazon $ASTS ASTSpacemobile (Speculative) $CDLR Cadeler $OSCR Oscar Health $HOOD Robinhood $SOFI Sofi tech $MU Micron $LMND Lemonade $TSM Taiwan Semi $TTD The Trade Desk $MELI Mercado Libre Hold: $UNH UnitedHealth Group $MSFT Microsoft $AAPL Apple"  
[X Link](https://x.com/meeijer/status/1923481409915695357)  2025-05-16T20:51Z 28.6K followers, 97.4K engagements


"10 stocks which could become 5-baggers: 1) $HIMS Hims & Hers Description: $HIMS is a telehealth platform offering affordable direct-to-consumer treatments for mens and womens wellness. Why could $HIMS become a 5-bagger Massive TAM Amazing CEO Very fast growing company Disrupting a huge sector Will add a ton of new medicine to its platforms over the coming years Might close more partnerships $HIMS has all the ingredients of a long-term compounder; it could become a healthcare monster"  
[X Link](https://x.com/meeijer/status/1923846385134178751)  2025-05-17T21:01Z 28.6K followers, 530K engagements


"My favorite stocks in each sector: Healthcare: $HIMS Hims&Hers $TMDX Transmedics $LMND Lemonade $OSCR Oscar Health Cloud: $NBIS Nebius $AMZN Amazon (AWS) $GOOGL Alphabet (GCP) $MSFT Microsoft (Azure) Space: $RKLB Rocket Lab $ASTS ASTSpacemobile Fintech: $HOOD Robinhood $SOFI Sofi tech $DLO D-Local Semiconductors: $ASML Asml $AMD Advanced Micro Devices $NVDA Nvidia $TSM Taiwan Semi Food delivery: $UBER Uber tech Which stocks would you add"  
[X Link](https://x.com/meeijer/status/1924201174661484870)  2025-05-18T20:31Z 28.6K followers, 116.6K engagements


"Long term Price Targets🎯 (10 years): $HIMS Hims&Hers : $1000 $ASML Asml : $3000 $ASTS ASTSpacemobile : $300 $TMDX Transmedics : $750 $GOOGL Alphabet : $600 $AMZN Amazon : $600 $AMD Advanced Micro Devices : $600 $SOFI Sofi tech : $100 $NBIS Nebius : $300 $HOOD Robinhood : $300 $LMND Lemonade : $200 $NVDA Nvidia : $500 $OSCR Oscar Health : $100 Do you agree with my PTs"  
[X Link](https://x.com/meeijer/status/1924570875971489862)  2025-05-19T21:00Z 28.6K followers, 95.8K engagements


"For the past few weeks Ive been keeping a close eye on $ASTS. and today I initiated a position. Heres my full thesis on $ASTS and why I believe it has the potential to become a 10-bagger:"  
[X Link](https://x.com/meeijer/status/1924935439846162818)  2025-05-20T21:09Z 28.6K followers, 115.2K engagements


"There are still a lot of great deals at the moment: $ASTS under $25 $NBIS under $40 $OSCR under $16 $GOOGL under $170 $NVO under $70 $LMND under $30 $SOFI under $14 $ASML under $750 $AMD under $120 $HIMS under $60 $CDLR under $20 $AMZN under $210 Which are you buying"  
[X Link](https://x.com/meeijer/status/1925297976274010279)  2025-05-21T21:09Z 28.6K followers, 79.3K engagements


"Companies which I believe will AT LEAST double over the next [--] years: $HIMS Hims&Hers $ASML Asml $GOOGL Alphabet $TMDX Transmedics $ASTS ASTSpacemobile $NBIS Nebius $NVO Novo Nordisk $SOFI Sofi tech $HOOD Robinhood $AMD Advanced Micro Devices $LMND Lemonade Do you agree"  
[X Link](https://x.com/meeijer/status/1925652161343488154)  2025-05-22T20:37Z 28.6K followers, 94.6K engagements


"Stocks which I believe will become 5-baggers: $HIMS Hims&Hers $ASTS ASTSpacemobile $NBIS Nebius $TMDX Transmedics $AMD Advanced Micro Devices $SOFI Sofi tech $LMND Lemonade Do you agree"  
[X Link](https://x.com/meeijer/status/1926017487415464080)  2025-05-23T20:48Z 28.6K followers, 113K engagements


"10 amazing quality stocks to buy. 1) $GOOGL Alphabet Description: $GOOGL is a leading global tech giant specializing in search advertising cloud computing and AI innovations. Why should you buy $GOOGL Largest search engine in the world GCP grows and will continue to grow at a rapid pace HUGE player in autonomous taxi's Could become a large player in quantum computing Youtube 5yr Revenue CAGR of 17% Trades at a fwd P/E of only [--] My quality score for $GOOGL: Valuation 9/10 Growth/future growth 7/10 MOAT 8/10 Quality score: 23.5/30 (78/100)"  
[X Link](https://x.com/meeijer/status/1926384136484217217)  2025-05-24T21:05Z 28.6K followers, 196.3K engagements


"My 1-year Price Targets🎯: $HIMS Hims&Hers: $100 $NBIS Nebius: $75 $ASTS ASTSpacemobile: $75 $GOOGL Alphabet: $250 $AMZN Amazon: $260 $TMDX Transmedics: $145 $ASML Asml: [----] ($1140) $NVO Novo Nordisk: $90 $SOFI Sofi tech: $22 $OSCR Oscar Health: $25 $CDLR Cadeler: $30 $AMD Advanced Micro Devices: $180 $LMND Lemonade: $60 Do you agree"  
[X Link](https://x.com/meeijer/status/1926746658383057030)  2025-05-25T21:06Z 28.6K followers, 109.1K engagements


"Right now I would choose: $HIMS over $DOCS $NBIS over $CRWV $ASTS over $RKLB $AMD over $NVDA $AMZN over $MSFT Do you agree"  
[X Link](https://x.com/meeijer/status/1927105318892257757)  2025-05-26T20:51Z 28.6K followers, 93.2K engagements


"15 growth stocks with HUGE potential which every investor should consider buying: 1) $HIMS Hims&Hers Description: $HIMS is a telehealth company offering personalized wellness skincare and mental health treatments through its online platform. Why should you consider buying $HIMS Amazing revenue growth TAM continues to grow at a rapid pace Market leader $1B+ cash on hand Founder-led Profitable Partnership with $NVO My rating on $HIMS: Valuation: 7.5/10 Growth: 10/10 Potential: 10/10 Total: 27.5/30 (92/100)"  
[X Link](https://x.com/meeijer/status/1928198979944341840)  2025-05-29T21:17Z 28.6K followers, 253.2K engagements


"My favorite stocks to buy per market cap: +$1T $GOOGL Alphabet $AMZN Amazon $TSM Taiwan semi. $NVDA Nvidia +$250B $ASML Asml $NVO Novo Nordisk +$100B $AMD Advanced Micro Devices $UBER Uber tech $MU Micron $MELI MercadoLibre +$10B $TTD The Trade Desk $SOFI Sofi tech $HOOD Robinhood $HIMS Hims&Hers $RKLB Rocket lab +$5B $NBIS Nebius $ASTS ASTSpacemobile +$2.5B $TMDX Transmedics $OSCR Oscar Health $DLO Dlocal +$1B $LMND Lemonade $CDLR Cadeler Which stocks are missing"  
[X Link](https://x.com/meeijer/status/1928560905333211505)  2025-05-30T21:15Z 28.6K followers, 50.9K engagements


"12 very undervalued stocks at the moment: (This is not in a specific order) 1) $HIMS Hims&Hers 2) $NVO Novo Nordisk 3) $NBIS Nebius 4) $ASTS AST Spacemobile 5) $OSCR Oscar Health 6) $CDLR Cadeler 7) $AMD Advanced Micro Devices 8) $SOFI Sofi tech 9) $DLO Dlocal 10) $GOOGL Alphabet 11) $ASML Asml 12) $TSM Taiwan semi. What stocks would you add"  
[X Link](https://x.com/meeijer/status/1928914315261706246)  2025-05-31T20:39Z 28.6K followers, 56.8K engagements


"Companies which I believe will become 10-baggers: $HIMS Hims&Hers $ASTS AST Spacemobile $NBIS Nebius $SOFI Sofi tech $AMD Advanced Micro Devices Do you agree"  
[X Link](https://x.com/meeijer/status/1929998260913017097)  2025-06-03T20:26Z 28.6K followers, 38.9K engagements


"My [--] favorite fast-growing stocks with tremendous potential: 1) $HIMS Hims&Hers YoY revenue growth: 111% $HIMS is my highest conviction play for a good amount of reasons: - Over $1B in cash - Expanding into Europe - Huge TAM - Great revenue growth - Clear market leader - Founder-led Im confident $HIMS has the right leadership to pull off becoming the Amazon of healthcare"  
[X Link](https://x.com/meeijer/status/1930372079771082762)  2025-06-04T21:12Z 28.6K followers, 138.6K engagements


"During this volatile market there are still some amazing deals: $NBIS under $50 $HIMS under $55 $GOOGL under $180 $NVO under $75 $SOFI under $15 $OSCR under $16 $ASTS under $35 $DLO under $12 $CDLR under $25 Which are you buying"  
[X Link](https://x.com/meeijer/status/1930732274045136963)  2025-06-05T21:03Z 28.6K followers, 42.8K engagements


"Buying stocks isnt hard but holding on to them is. Here are [--] stocks worth buying and letting ride without looking back: $HIMS Hims&Hers $NBIS Nebius $TMDX Transmedics $ASML Asml $GOOGL Alphabet $ASTS ASTSpacemobile $AMZN Amazon $CDLR Cadeler $SOFI Sofi $HOOD Robinhood Do you agree"  
[X Link](https://x.com/meeijer/status/1931461256218919352)  2025-06-07T21:20Z 28.6K followers, 48.7K engagements


"My ratings on stocks: Strong buy: $HIMS Hims&Hers $GOOGL Alphabet $NVO Novo Nordisk $ASML Asml $CDLR Cadeler $AMD Advanced Micro Devices Buy: $ASTS AST Spacemobile $AMZN Amazon $NBIS Nebius $OSCR Oscar Health $SOFI Sofi tech $HOOD Robinhood $NVDA Nvidia $LMND Lemonade $MELI Mercado Libre Hold: $MSFT Microsoft $AAPL Apple $CRWD Crowdstrike Do you agree"  
[X Link](https://x.com/anyuser/status/1932171860609040705)  2025-06-09T20:24Z 28.6K followers, 69.8K 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"  
[X Link](https://x.com/meeijer/status/1933270961715114324)  2025-06-12T21:11Z 28.6K followers, 43.1K engagements


"5 growth stocks I would buy right now: $HIMS Hims&Hers $NBIS Nebius $DLO Dlocal $CLDR Cadeler $AMD Advanced Micro Devices [--] quality stocks I would buy right now: $NVO Novo Nordisk $ASML Asml $GOOGL Alphabet $AMZN Amazon $TSM Taiwan Semi Do you agree"  
[X Link](https://x.com/meeijer/status/1933627064651035030)  2025-06-13T20:46Z 28.6K followers, 33.9K engagements


"Right now Id choose: $AMD over any other semiconductor stock $HIMS over any other healthcare stock $NBIS over any other cloud stock $ASTS over any other space economy stock $CDLR over any other sustainable energy stock Agree"  
[X Link](https://x.com/meeijer/status/1933994155396780408)  2025-06-14T21:05Z 28.6K followers, 86.9K engagements


"Here are [--] stocks with 10-bagger potential that are worth buying: 1) $HIMS Hims&Hers Description: $HIMS is a DTC telehealth brand offering affordable recurring care across wellness mental health and weight loss. Why does $HIMS have 10-bagger potential Huge TAM Revenue compounding at a rapid pace 111% YoY Margins expanding fast Massive upside in new verticals Founder-led Clear market leader My buy score for $HIMS: Growth: 9/10 Valuation: 8/10 Potential: 9.5/10 Total: 88/100"  
[X Link](https://x.com/meeijer/status/1934350907774304496)  2025-06-15T20:42Z 28.6K followers, 308.9K engagements


"My buy levels for these outstanding companies: $AMD Under $130 $NBIS Under $50 $HIMS Under $55 $DLO Under $12 $GOOGL Under $180 $AMZN Under $210 $CDLR Under $30 $OSCR Under $14 $ASML Under [---] ($800) $SOFI Under $15 Do you agree"  
[X Link](https://x.com/meeijer/status/1934714441817374848)  2025-06-16T20:47Z 28.6K followers, 64.5K engagements


"Companies that I believe will become at least 5-baggers: $DLO Dlocal $HIMS Hims&Hers $NBIS Nebius $AMD Advanced Micro Devices $ASTS AST Spacemobile $SOFI Sofi tech Do you agree"  
[X Link](https://x.com/meeijer/status/1935438719588163948)  2025-06-18T20:45Z 28.6K followers, 35.7K engagements


"My [--] year Price Targets🎯 for these stocks: $HIMS Hims&Hers : $400 $NBIS Nebius : $300 $CDLR Cadeler : $250 $GOOGL Alphabet : $400 $ASML Asml : $1500 $TMDX Transmedics : $450 $OSCR Oscar Health : $65 $AMD Advanced Micro Devices : $750 $DLO Dlocal : $50 Agree"  
[X Link](https://x.com/meeijer/status/1936536518597701930)  2025-06-21T21:27Z 28.6K followers, 102.2K engagements


"My 1-year Price Targets🎯: $HIMS Hims&Hers: $80 $NBIS Nebius: $75 $CDLR Cadeler: $40 $ASTS ASTSpacemobile: $90 $GOOGL Alphabet: $250 $AMZN Amazon: $260 $NVO Novo Nordisk: $85 $TMDX Transmedics: $150 $ASML Asml: [----] ($1140) $SOFI Sofi tech: $22 $OSCR Oscar Health: $25 $AMD Advanced Micro Devices: $200 $LMND Lemonade: $60 Do you agree"  
[X Link](https://x.com/meeijer/status/1937614847983661433)  2025-06-24T20:52Z 28.6K followers, 61.6K 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"  
[X Link](https://x.com/meeijer/status/1937979251611078782)  2025-06-25T21:00Z 28.6K followers, 47.8K engagements


"On Monday $HIMS was vaguely accused of using illicit Chinese ingredients. Here's my whole take on the fallout between $HIMS and $NVO:"  
[X Link](https://x.com/meeijer/status/1938971593306153042)  2025-06-28T14:43Z 28.6K followers, 193.5K engagements


"Stocks which I believe will at least double over the next [--] years: $HIMS Hims&Hers $AMD Advanced Micro Devices $NBIS Nebius $GOOGL Alphabet $CDLR Cadeler $DLO Dlocal Agree"  
[X Link](https://x.com/meeijer/status/1939425621802627277)  2025-06-29T20:47Z 28.6K followers, 62.5K engagements


"$HIMS should easily be a $80 stock right now. $NBIS should easily be a $70 stock right now. $GOOGL should easily be a $220 stock right now. $AMD should easily be a $180 stock right now. $DLO should easily be a $16 stock right now. Agree"  
[X Link](https://x.com/meeijer/status/1940864146406256937)  2025-07-03T20:04Z 28.6K followers, 46.5K 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: 385% YoY Rapid international expansion is underway $NVDA has a 10% stake Owns [--] subsidiaries with each having huge potential: Toloka: Data processing and annonation: 100% YoY revenue growth Tripleten: Edtech: 144% YoY revenue growth Avride: Autonomous vehicles and"  
[X Link](https://x.com/meeijer/status/1941595443982729327)  2025-07-05T20:30Z 28.6K followers, 182.4K engagements


"My 3-year bear base and bull case for these [--] stocks assuming no further dilution or buybacks are issued (A thread 🧵): 1) $HIMS Hims&Hers Base case: Revenue CAGR through 2028: 30% Expected revenue FY2025: $2.35B Revenue FY2028: $5.16B EBITDA margin FY2028: 22% EBITDA FY2028: 1.135B Multiple: [--] [----] Market cap: 24.98B Share price: 24980000000/222000000 = $112.56 Upside: 135% Bear case: Revenue CAGR through 2028: 25% Expected revenue FY2025: $2.35B Revenue FY2028: $4.58B EBITDA margin FY2028: 20% EBITDA FY2028: 916M Multiple: [--] [----] Market cap: 18.32B Share price: 18320000000/222000000 ="  
[X Link](https://x.com/meeijer/status/1943779881277624596)  2025-07-11T21:10Z 28.6K followers, 69.9K engagements


"9 strong businesses that have grown their revenues at a CAGR of 30%+ over the last [--] years and are expected to grow their revenue at a 20%+ CAGR over the next [--] years that everyone should have on their radar: 1) $DLO D-local 5-year Revenue CAGR: 68% Fwd 3-year Revenue CAGR: 26% $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"  
[X Link](https://x.com/meeijer/status/1945231625593479268)  2025-07-15T21:18Z 28.6K followers, 68.9K engagements


"Here are [--] subscription-based machines compounding fast (25%+ CAGR) which everyone should have on their watchlist: 1) $HIMS Hims&Hers 5-year revenue CAGR: 80% $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"  
[X Link](https://x.com/meeijer/status/1946307676859727887)  2025-07-18T20:34Z 28.6K followers, 85.5K engagements


"Which of these companies do you think is the best buy at the moment $GOOGL $185.06 $HIMS $50.38 $TMDX $109.88 $OSCR $13.42 $ITECH $113.50 $DLO $10.88 $NBIS $52.79 $ASTS $57.98 $CDLR $20.91"  
[X Link](https://x.com/meeijer/status/1946661265599857022)  2025-07-19T19:59Z 28.6K followers, 89.7K engagements


"My long term (5-year) price targets🎯: $HIMS Hims&Hers : $250 $NBIS Nebius : $250 $CDLR Cadeler : $150 $GOOGL Alphabet : $450 $AMZN Amazon : $400 $TMDX Transmedics : $400 $DLO Dlocal : $45 $OSCR Oscar : $35 $ASML Asml : [----] $AMD Advanced Micro Devices : $600 Agree"  
[X Link](https://x.com/meeijer/status/1947024676275831240)  2025-07-20T20:03Z 28.6K followers, 66.7K engagements


"$HIMS has never missed revenue estimates What a company"  
[X Link](https://x.com/anyuser/status/1948029201266991118)  2025-07-23T14:35Z 28.6K followers, 35.4K engagements


"The Best AI Play A Stock Id Hold Forever: $NBIS (Investment thesis) Heres my deep dive into what I believe is the most exciting underappreciated opportunity in the AI infrastructure space. Over the past few months $NBIS has surged over 150% and its presence on X has grown noticeably. Still many people dont fully understand what $NBIS actually does and just how much potential it really has. I wont waste your time. Lets get straight into it"  
[X Link](https://x.com/meeijer/status/1949208377705271313)  2025-07-26T20:41Z 28.6K followers, 278.8K engagements


"Which stock do you think is the best buy $GOOGL at $195 $AMD at $174 $ZETA at $16 $NVO at $47 $HIMS at $56 $HOOD at $105 $MELI at $2408 $NBIS at $55 $AMZN at $214 $IONQ at $42"  
[X Link](https://x.com/meeijer/status/1952828894374948923)  2025-08-05T20:27Z 28.6K followers, 64.9K engagements


"10 stocks that I believe are still extremely undervalued even in this wildly bullish market: 1) $NVO Novo Nordisk $NVO has taken a beating over the past year largely due to rising competition and a slowdown in growth. I initiated a position last week because I believe $NVO is significantly undervalued and well-positioned to reaccelerate its revenue growth in the future"  
[X Link](https://x.com/meeijer/status/1953207685253300677)  2025-08-06T21:32Z 28.6K followers, 179.6K engagements


"$NBIS HAS MORE THAN 9XD ITS REVENUE IN JUST [--] QUARTERS"  
[X Link](https://x.com/meeijer/status/1953784926127444477)  2025-08-08T11:46Z 28.6K followers, 67.9K engagements


"Which stock do you think offers the best risk/reward opportunity $OSCR at $15 $HIMS at $52 $DLO at $11 $PLTR at $187 $UNH at $251 $NVO at $51 $ZETA at $19 $GOOGL at $201 $TTD at $54 $NBIS at $69"  
[X Link](https://x.com/meeijer/status/1953924099119415462)  2025-08-08T20:59Z 28.6K followers, 215.1K engagements


"My buy levels for these great companies: $NBIS Below $75 $HIMS Below $50 $AMD Below $160 $GOOGL Below $210 $AMZN Below $210 $NVO Below $60 $ASML Below [---] $DLO Below $14 $UNH Below $300 Agree"  
[X Link](https://x.com/meeijer/status/1955359566075482220)  2025-08-12T20:03Z 28.6K followers, 165.5K engagements


"Which stock do you think is the best buy $HIMS at $47 $UNH at $272 $DLO at $15 $AAPL at $232 $NVO at $51 $CDLR at $20 $ZETA at $18 $NBIS at $68 $SHOP at $144 $CRWV at $100"  
[X Link](https://x.com/meeijer/status/1956088262147092565)  2025-08-14T20:19Z 28.6K followers, 80.8K engagements


"10-baggers arent just about sector disruption they happen when a company has world-class management with a vision to build something massive. Heres a thread of [--] companies that perfectly check both boxes: 1) Hims & Hers $HIMS $HIMS is disrupting the traditional healthcare industry with a DTC model that makes access to treatment faster cheaper and more convenient. Traditionally if you needed a prescription (for example finasteride for hair loss) you had to schedule a doctors appointment weeks in advance go in for a visit and then wait even longer to get your medication. With $HIMS the process"  
[X Link](https://x.com/meeijer/status/1956837198202036260)  2025-08-16T21:55Z 28.6K followers, 353.4K engagements


"Which stock do you think offers the best risk/reward opportunity $UNH at $308 $DLO at $15 $AMD at $176 $ASTS at $48 $DUOL at $369 $NVO at $54 $NBIS at $73 $OSCR at $17 $ASML at [---] $GOOGL at $204"  
[X Link](https://x.com/meeijer/status/1957537202956623901)  2025-08-18T20:16Z 28.6K followers, 115.2K engagements


"Stocks that I believe could become 5-baggers: $NBIS Nebius $AMD Advanced Micro Devices $HIMS Hims&Hers $ITECH I-Tech $TMDX Transmedics $DLO Dlocal Agree"  
[X Link](https://x.com/meeijer/status/1958261083703062543)  2025-08-20T20:13Z 28.6K followers, 51.6K engagements


"4 quality stocks Id buy right now: $NVO $ASML $GOOGL $TSM [--] growth stocks Id buy right now: $TMDX $DLO $NBIS $HIMS Agree"  
[X Link](https://x.com/meeijer/status/1958987547474108787)  2025-08-22T20:20Z 28.6K followers, 42K engagements


"Institutional ownership of $HIMS reaches nearly 100% of total outstanding shares 🔥"  
[X Link](https://x.com/anyuser/status/1960021877004333146)  2025-08-25T16:50Z 28.6K followers, 78.7K engagements


"🚨 JUST IN A study shows Wegovy $NVO cuts heart attack stroke or death risk by 57% vs tirzepatide. This positions Wegovy as the only GLP-1based medication with proven cardiovascular benefits in this high-risk population. People still think $NVO is a dying company and its products arent competitve that couldnt be further from the truth"  
[X Link](https://x.com/meeijer/status/1962056207516012692)  2025-08-31T07:33Z 28.6K followers, 61K engagements


"Founder-led companies beat the S&P [---] by more than 2x and for good reason. So here are [--] founder-led companies I believe can outperform the market over the long run (a thread 🧵). Founders understand the why how and what behind their companies. They know the mission the customer and the path to scale better than anyone else. Thats why theyre often the best at driving long-term success. 1) $NBIS Nebius $NBIS is one of my highest-conviction plays. As AI demand surges $NBIS stands to benefit massively. The company essentially provides GPU-as-a-service with a software layer that makes it far"  
[X Link](https://x.com/meeijer/status/1964782783789674913)  2025-09-07T20:08Z 28.6K followers, 70.4K engagements


"My favorite stocks in each sector: Cloud/AI Cloud: $GOOGL $AMZN $NBIS Medtech/pharma: $TMDX $NVO $HROW $LLY Other healthcare/insurance: $HIMS $UNH $OSCR Fintech: $DLO $ADYEN $DAVE Energy: $CDLR Shipping: $ITECH Software/marketing/cybersec: $SHOP $GTLB $ZETA $ADBE $RBRK Semiconductors/Semi. Equipment: $ASML $TSM $AMD $MU Which stocks would you add"  
[X Link](https://x.com/meeijer/status/1966958183240638918)  2025-09-13T20:12Z 28.6K followers, 39.9K engagements


"$NBIS was given a $459 PT by [----] from Forbes. Thats a CAGR of nearly 40% over the next [--] years"  
[X Link](https://x.com/meeijer/status/1967577868998746505)  2025-09-15T13:14Z 28.6K followers, 70.4K engagements


"Which stock do you think offers the best risk-reward opportunity right now $NBIS at $99 $OKLO at $135 $HOOD at $125 $WYFI at $26 $HIMS at $58 $GOOGL at $255 $AMZN at $231 $IONQ at $70 $SOFI at $30 $HROW at $44"  
[X Link](https://x.com/meeijer/status/1969492918839771406)  2025-09-20T20:04Z 28.6K followers, 132.6K engagements


"An investment thesis on $WYFI: Comparable to $NBIS but profitable and more attractively valued. This is the first part of my series Misunderstood Baggers"  
[X Link](https://x.com/anyuser/status/1969850982386254020)  2025-09-21T19:47Z 28.6K followers, 206.4K engagements


"Which stock do you think offers the best risk-reward opportunity $NBIS at $116 $AMD at $164 $TMDX at $115 $HIMS at $56 $IONQ at $63 $NVDA at $187 $OSCR at $19 $ASTS at $57 $DLO at $14 $WYFI at $32"  
[X Link](https://x.com/meeijer/status/1973483825092001816)  2025-10-01T20:23Z 28.6K followers, 71.8K engagements


"S&P global projects datacenter demand to double over the next [--] years. Here are [--] stocks I believe will benefit greatly from that rise: 1) $NBIS Nebius This has been my largest holdings for more than [--] months by now and Im still very happy that it is today. $NBIS is a neocloud offering the perfect solution for AI startups like Mistral AI and Simulacra AI. $NBIS essentially offers GPUaaS but with a software layer making it very easy for these companies to develop their own LLMs. Additionally $NBIS target is [--] GW by the end of [----]. One of the things that Im very content with is that $NBIS has"  
[X Link](https://x.com/meeijer/status/1974922456826589257)  2025-10-05T19:39Z 28.6K followers, 89.5K engagements


"Is $NBIS still a buy Heres my valuation model and price targets Theres been a lot of debate recently about whether $NBIS is still a buy. To answer this question Ive built a valuation model. First lets get the numbers straight. The Microsoft deal will deliver $17.4B (potentially $19.4B if Microsoft acquires additional services or capacity under the agreement) in revenue for Nebius ($NBIS) over 5+ years running through [----]. Microsoft will start receiving infrastructure from the New Jersey site later this year. To complete the buildout Nebius will use a mix of its own capital and capital from"  
[X Link](https://x.com/meeijer/status/1975651911031218387)  2025-10-07T19:58Z 28.6K followers, 178.3K engagements


"JUST IN -- Goldman Sachs raises $NBIS Price Target from $120 to $137 🔥 Goldman said that they "Continue to see favourable risk-reward skew""  
[X Link](https://x.com/anyuser/status/1975821302402261108)  2025-10-08T07:11Z 28.6K followers, 59K engagements


"Which stock do you think offers the best risk-reward opportunity right now $NBIS at $122 $ASTS at $81 $RBRK at $84 $HROW at $40 $TMDX at $118 $HIMS at $58 $AMD at $236 $ASML at $988 $NVO at $60 $UNH at $370 $CIFR at $18"  
[X Link](https://x.com/meeijer/status/1976016472909422847)  2025-10-08T20:06Z 28.6K followers, 111.5K engagements


"$NBIS just crossed $130😏 I believe we're still very early"  
[X Link](https://x.com/anyuser/status/1976367584032571475)  2025-10-09T19:22Z 28.6K followers, 20.4K engagements


"When a stock is broken but the business isnt youve been given a great opportunity. $NVO"  
[X Link](https://x.com/meeijer/status/1977040109875667379)  2025-10-11T15:54Z 28.6K followers, 142K engagements


"McKinsey projects datacenter capacity to nearly triple by [----] here are some stocks I believe will benefit greatly from that growth: $NBIS $WYFI $CIFR $BITF $TSM $ASML $AMD $MU $VRT $GOOGL Which are your favorites"  
[X Link](https://x.com/meeijer/status/1977104371268960378)  2025-10-11T20:09Z 28.6K followers, 139.3K engagements


"" $NBIS has no funding options " My response:"  
[X Link](https://x.com/anyuser/status/1977394003021644166)  2025-10-12T15:20Z 28.6K followers, 78.5K engagements


"Here are [--] stocks I believe every investor should have on their watchlist: $NBIS The perfect platform for AI startups and companies working with ML and AI $TMDX Revolutionizing the organ transplant industry $NVO One of the leading players in weight loss treatments $WYFI A neocloud/collocation company building datacenters 40% cheaper and twice as fast as the industry average $DLO The Adyen of Latin America $RBRK One of the largest and most innovative cyber resilience companies $MELI The Amazon of Latin America $ITECH A Swedish company developing revolutionary antifouling paint additives for"  
[X Link](https://x.com/meeijer/status/1978203874960826404)  2025-10-14T20:58Z 28.6K followers, 61.5K engagements


"BREAKING: $HIMS just said its Hers brand is on track to surpass $1B in annual revenue by 2026"  
[X Link](https://x.com/meeijer/status/1978447166805770330)  2025-10-15T13:05Z 28.6K followers, 45.3K engagements


"Here are [--] of my favorite stocks set to benefit greatly from the AI boom: [--]. $NBIS: Powering next-generation AI through GPUaaS and Nebius AI studio recently securing a $17 billion deal with Microsoft. [--]. $AVGO: Powering the AI revolution with advanced networking custom silicon and hyperscale data infrastructure leadership. [--]. $CIFR: Transforming into an AI data-center giant with a [---] GW pipeline. [--]. $ASML: The indispensable enabler of every AI chip without ASML AI halts. [--]. $TSM: Core of global AI manufacturing; every AI company relies on TSMCs fabs. [--]. $GOOGL: AI-first powerhouse scaling"  
[X Link](https://x.com/meeijer/status/1979854679497392145)  2025-10-19T10:18Z 28.6K followers, 195.3K engagements


"The average Price Target for $NBIS is $156 now. This implies over 50% upside from current levels. 🔥"  
[X Link](https://x.com/anyuser/status/1980750944087244830)  2025-10-21T21:40Z 28.6K followers, 23.1K engagements


"$NBIS: - Founder-led - $90M in ARR in FY2024 - Guided for $1B in ARR in FY2025 more than a 10x increase YoY - Also guided for [--] GW of contracted power by the end of [----] - $5B cash on hand - Signed a $17B deal with Microsoft - CEO said "there are more tocome (contracts like the one with Microsoft)" - (Partially) owns [--] subsdiaries: - Avride: AVs and delivery robots - Tripleten: Edtech - Toloka: Data processing - Has a 28% stake in Clickhouse one of the worlds fastest-growing analytics database companies https://twitter.com/i/web/status/1982074953932365895"  
[X Link](https://x.com/meeijer/status/1982074953932365895)  2025-10-25T13:21Z 28.6K followers, 94.1K engagements


"A clear overview of the major data center operators that stand to benefit significantly from the AI boom: $NBIS Nebius $IREN Iren $GLXY Galaxy Digital $ORCL Oracle $GOOGL Alphabet $CORZ Core Scientific $WYFI WhiteFiber $BITF Bitfarms $SLNH Soluna $AMZN Amazon $MSFT Microsoft $CIFR Cipher Mining $RIOT Riot Platforms $CRWV CoreWeave $APLD Applied Digital $CLSK CleanSpark $HIVE Hive Digital Technologies $HUT Hut [--] $WULF TeraWulf https://twitter.com/i/web/status/1983285142387905011 https://twitter.com/i/web/status/1983285142387905011"  
[X Link](https://x.com/meeijer/status/1983285142387905011)  2025-10-28T21:30Z 28.6K followers, 106.9K engagements


"I think: - $PLTR is not buy-worthy - $IONQ is not buy-worthy - $OKLO is not buy-worthy - $RGTI is not buy-worthy - $OPEN is not buy-worthy - $BYND is not buy-worthy - $TSLA is not buy-worthy - $HOOD is not buy-worthy Why All of these stocks share one thing in common: Their valuations are extreme and their riskreward profiles are heavily skewed. While I do think some of them could perform well long-term theyre currently priced for perfection. And if you tell me thats fine because theyll 10x their revenue over the next decade thats not a sufficient argument. No one knows what the next decade"  
[X Link](https://x.com/meeijer/status/1984602837905473661)  2025-11-01T12:46Z 28.6K followers, 245.5K engagements


"$NVO is back below a forward P/E of [--]. Absolutely ridiculous how cheap this stock is which is exactly why I just added more shares"  
[X Link](https://x.com/meeijer/status/1985378530524577901)  2025-11-03T16:08Z 28.6K followers, 40.5K engagements


"Im currently writing a deep dive on a company I genuinely see as one of the best opportunities in the market: $PNG.V / $KRKNF Kraken Robotics"  
[X Link](https://x.com/meeijer/status/1986893657656398330)  2025-11-07T20:28Z 28.6K followers, 37.9K engagements


"Which stock do you think offers the best risk-reward opportunity $NBIS at $111 $DUOL at $203 $HIMS at $41 $AMZN at $244 $GOOGL at $279 $AMD at $234 $MELI at $2109 $PNG.V / $KRKNF at CA$5 $NVO at $46 $ONDS at $6"  
[X Link](https://x.com/meeijer/status/1987285060341342214)  2025-11-08T22:24Z 28.6K followers, 171.2K engagements


"🚨BREAKING: $NBIS PT RAISED TO $211 FROM $206 AT NORTHLAND SECURITIES THIS IMPLIES OVER 100% UPSIDE FROM CURRENT LEVELS 🔥"  
[X Link](https://x.com/meeijer/status/1988615759832994094)  2025-11-12T14:31Z 28.6K followers, 42.8K engagements


"As AI demand remains extremely high and continues to accelerate here are [--] companies poised to benefit: 1) $NBIS Nebius Nebius is a unique case and my largest holding for good reason. The company now expects [---] GW of contracted power by the end of 2026; a 150% increase from what they guided just last quarter. They also introduced their outlook for connected power (1 GW) which is almost [--] what they expect to have by the end of this year. What truly differentiates $NBIS is its full software stack; unlike most competitors that offer only bare-metal capacity. This makes Nebius one of the best"  
[X Link](https://x.com/meeijer/status/1989455081956057353)  2025-11-14T22:07Z 28.6K followers, 56.9K engagements


"Within half an hour of Powells speech starting $NBIS dropped 3%. It has since rebounded by 5%. The strength of this stock is incredible"  
[X Link](https://x.com/anyuser/status/1983614635803877785)  2025-10-29T19:19Z 28.6K followers, 27.2K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing