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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 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: 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 -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +84%
- X Year XXXXXXXXXX +28,134%

### 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 XX -XX%
- X Month XXX -XX%
- X Months XXXXX +22%
- X Year XXXXX +2,714%

### 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 +0.84%
- X Month XXXXXX +3.40%
- X Months XXXXXX +133%
- X Year XXXXXX +6,661%

### 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

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

**Social topic influence**
[$nbis](/topic/$nbis) #15, [$krknf](/topic/$krknf) #12, [$pngv](/topic/$pngv) #5, [$hims](/topic/$hims) #38, [$nvo](/topic/$nvo) #4, [stocks](/topic/stocks) #2754, [$dlo](/topic/$dlo) #4, [$wyfi](/topic/$wyfi) #1, [$bzai](/topic/$bzai) #1, [$tmdx](/topic/$tmdx) #24

**Top accounts mentioned or mentioned by**
[@wealthmatica](/creator/undefined) [@yodastockinvest](/creator/undefined) [@tacticzh](/creator/undefined) [@thestocksking](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@genzinvest0r](/creator/undefined) [@ronenhayempour](/creator/undefined) [@kaizen_investor](/creator/undefined) [@babyfolio](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@sojustfollowme](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@qualityinvest5](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@danielkoss](/creator/undefined) [@fiscalai](/creator/undefined) [@qualtrim](/creator/undefined) [@fluentinquality](/creator/undefined) [@arabwealthy](/creator/undefined) [@romulus4488](/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/$nvo) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Microsoft Corp. (MSFT)](/topic/microsoft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [MercadoLibre Inc (MELI)](/topic/$meli) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [ZetaChain (ZETA)](/topic/$zeta) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Morgan Stanley (MS)](/topic/morgan-stanley) [Coherent Inc (COHR)](/topic/$cohr) [IREN Limited (IREN)](/topic/$iren) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Global-E Online Ltd. Ordinary Shares (GLBE)](/topic/$glbe) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Dave Inc. (DAVE)](/topic/$dave) [Parex (PRX)](/topic/$prx) [Shopify Inc (SHOP)](/topic/$shop) [Cloudflare, Inc. (NET)](/topic/$net) [Pangolin (PNG)](/topic/$png) [Palantir (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd)
### Top Social Posts
Top posts by engagements in the last XX 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:"  
[X Link](https://x.com/meeijer/status/1991601353152688621)  2025-11-20T20:15Z 26.6K followers, 47.9K engagements


"$HIMS is becoming a more complete platform by the day. 🔥 With the launch of Labs $HIMS moves even closer to being a true one-stop shop unlocking massive cross-selling potential. As of today $HIMS operates in: US  UK  Canada  Ireland  France  Germany Slowly but surely $HIMS is becoming the Amazon of healthcare"  
[X Link](https://x.com/meeijer/status/1996657431804354944)  2025-12-04T19:06Z 26.6K followers, 10.9K engagements


"$NBIS: Founder-led $90M in ARR in FY2024 Guided for $1B in ARR in FY2025 more than a 10x increase YoY Guided for $8B in ARR by the end of 2026 Over $5B cash on hand Signed a $17B deal with Microsoft Signed a $3B deal with Meta Has onboarded multiple of the fastest growing startups in the world: - Cursor - Black Forest Labs (Partially) owns X subsdiaries: - Avride: AVs and delivery robots - Tripleten: Edtech - Toloka: Data processing Has a XX% stake in Clickhouse one of the worlds fastest-growing analytics database companies"  
[X Link](https://x.com/meeijer/status/1997056964082250037)  2025-12-05T21:34Z 26.6K followers, 36.2K engagements


"@StockSavvyShay X. $PNG.V Kraken Robotics XX. $WYFI WhiteFiber XX. $BZAI Blaize AI XX. $HROW Harrow XX. $DLO D-Local"  
[X Link](https://x.com/meeijer/status/1995040021787939225)  2025-11-30T07:59Z 26.6K followers, 2662 engagements


"@StockSavvyShay $WYFI build datacenters twice as fast and XX% cheaper compared to industry average"  
[X Link](https://x.com/meeijer/status/1995113967442690202)  2025-11-30T12:53Z 26.6K followers, 3110 engagements


"$RBRK just reported excellent earnings. I still really like the company; it operates in one of the fastest-growing sectors in the world"  
[X Link](https://x.com/meeijer/status/1996698894101610806)  2025-12-04T21:51Z 26.6K followers, 6646 engagements


"Morgan Stanley now projects datacenters needing 72GW of power from 2025 through 2028. Here are XX stocks I believe will benefit significantly from the AI boom and surging demand: $VRT Vertiv $COHR Coherent $NBIS Nebius $AAOI Applied Optoelectronics $ASML Asml $WYFI WhiteFiber $IREN Iren $MRVL Marvell $ALAB Astera Labs $TSM TSMC $BZAI Blaize $AMD Advanced Micro Devices"  
[X Link](https://x.com/meeijer/status/1997784897751330887)  2025-12-07T21:46Z 26.6K followers, 59.1K engagements


"JUST IN: $PNG.V / $KRKNF Kraken Robotics lands $12M in new orders for SAS systems KATFISH spares and SeaPower batteries. Purchases from: - Teledyne Marine - Terradepth - Two NATO navies $KRKNF keeps scaling and continues gaining more and more traction As we near the end of the calendar year we are seeing many expected orders coming through before budgets reset including two new SeaPower battery customers Greg Reid President & CEO Kraken Robotics Clients are from both defence and commercial organizations highlighting how Krakens dual-use technology is critical across a variety of applications"  
[X Link](https://x.com/meeijer/status/1995870559582761022)  2025-12-02T14:59Z 26.6K followers, 10.9K engagements


"4 growth stocks I'd BUY right now: - $NBIS - $HIMS - $TMDX - $WYFI X quality stocks I'd BUY right now: - $NVO - $DLO - $META - $MELI"  
[X Link](https://x.com/meeijer/status/1997418766259323272)  2025-12-06T21:31Z 26.6K followers, 23.6K engagements


"@TheRayMyers $NVO $NBIS None $ASTS $HIMS and $DLO"  
[X Link](https://x.com/meeijer/status/1998109832277024829)  2025-12-08T19:18Z 26.6K followers, 2142 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 26.6K followers, 73.7K 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"  
[X Link](https://x.com/meeijer/status/1941239075354312964)  2025-07-04T20:53Z 26.6K followers, 21.6K engagements


"$NBIS enterprise customers today include: $NET $PRX $SHOP And now $MSFT The CEO has said he expects more contracts ahead. This is only the beginning"  
[X Link](https://x.com/meeijer/status/1965380874410791201)  2025-09-09T11:44Z 26.6K followers, 16.3K 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 2031. 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 26.6K followers, 177.9K engagements


"The stock I initiated a position in today is $KRKNF / $PNG Kraken Robotics. Ive officially become a Krakhead. They design and manufacture the best batteries for unmanned underwater vehicles truly a great company"  
[X Link](https://x.com/meeijer/status/1982912017456607628)  2025-10-27T20:47Z 26.6K followers, 24.7K 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 26.6K followers, 36.9K engagements


"Today $PNG.V / $KRKNF (Kraken Robotics) reported results and they were strong in my view: Revenue up XX% YoY Full-year revenue guidance reaffirmed EBITDA margin above XX% Gross margin up X points YoY EBITDA margin up X points YoY The stock is down mainly due to higher capex guidance and a modest revenue miss. Both concerns seem misplaced: 1) The revenue miss isnt meaningful; management reiterated full-year guidance. 2) The capex increase reflects confidence in accelerating demand and is aimed at boosting capacity and service capability for future growth. Overall a solid quarter"  
[X Link](https://x.com/meeijer/status/1992978803023344017)  2025-11-24T15:29Z 26.6K followers, 16.6K engagements


"@qualtrim $ASML AND $TSM"  
[X Link](https://x.com/meeijer/status/1994109479349305734)  2025-11-27T18:22Z 26.6K followers, XXX engagements


"$HIMS is still one of my highest-conviction plays. Labs will boost cross-selling and strengthen the companys MOAT significantly. Slowly but surely were seeing $HIMS evolve into a more complete platform; the Amazon of healthcare"  
[X Link](https://x.com/meeijer/status/1994455006225866754)  2025-11-28T17:15Z 26.6K followers, 15.7K engagements


"Which of these stocks offers the best risk-reward opportunity $NBIS at $XX $HIMS at $XX $DUOL at $XXX $MU at $XXX $TSLA at $XXX $PLTR at $XXX $PNG.V at C$6 $NVDA at $XXX $DLO at $XX $ASTS at $56"  
[X Link](https://x.com/meeijer/status/1994868444458623154)  2025-11-29T20:37Z 26.6K followers, 50.7K engagements


"$NVO is still a wonderful business. Even though its losing market share it remains the second-largest player in rapidly growing industry. I believe it can maintain (or even regain) share once Novo Nordisks oral pill becomes publicly available"  
[X Link](https://x.com/meeijer/status/1995189467230130623)  2025-11-30T17:53Z 26.6K followers, 11.5K engagements


"$TMDX hit a new 52-week high today and is now up XXX% YTD. I remember calling it a screaming buy in the $70s and I still think its a great long-term opportunity"  
[X Link](https://x.com/meeijer/status/1995532030575067181)  2025-12-01T16:34Z 26.6K followers, 13.5K engagements


"$NBIS in a league of its own today. 🔥"  
[X Link](https://x.com/meeijer/status/1995591469915390452)  2025-12-01T20:30Z 26.6K followers, 14.3K engagements


"@YodaStockInvest These are my international stocks: $NVO Novo Nordisk $DLO Dlocal $KRKNF / $PNG.V Kraken Robotics $GLPG Galapagos $NBIS Nebius"  
[X Link](https://x.com/meeijer/status/1995872890512974122)  2025-12-02T15:09Z 26.6K followers, 1114 engagements


"@wealthmatica Should I research $ZETA"  
[X Link](https://x.com/meeijer/status/1995954729177022702)  2025-12-02T20:34Z 26.6K followers, 1275 engagements


"Unmatched execution. $ZETA"  
[X Link](https://x.com/meeijer/status/1995959541935342001)  2025-12-02T20:53Z 26.6K followers, 9918 engagements


"🚨BREAKING: $NBIS' Avride launches a commercial robotaxi service in Dallas. I still think this business is extremely underrated and could be worth over $10B after 2030 if all goes well"  
[X Link](https://x.com/meeijer/status/1996212453055639828)  2025-12-03T13:38Z 26.6K followers, 14.8K engagements


"🚨 $HIMS IS ACQUIRING YOURBIO HEALTH 🔥 $HIMS is bringing YourBios patented virtually painless micro-needle technology into its platform; a major leap forward in modernizing blood collection and expanding the future of at-home diagnostics. Andrew Dudum CEO of Hims & Hers underscored the impact: The next generation of health innovation will be built on proprietary technologies that make wellness simpler more comfortable and more human. YourBios bladeless micro-needles are thinner than an eyelash and designed to eliminate the pain and inconvenience of traditional blood draws; redefining what"  
[X Link](https://x.com/meeijer/status/1996222373402460348)  2025-12-03T14:17Z 26.6K followers, 16.1K engagements


"@daniel_koss I own $NBIS $KRKNF and $ASTS as well"  
[X Link](https://x.com/meeijer/status/1996832561964925372)  2025-12-05T06:42Z 26.6K followers, 2076 engagements


"@StockSavvyShay XX. $BZAI Blaize Holdings"  
[X Link](https://x.com/meeijer/status/1997273202532450794)  2025-12-06T11:53Z 26.6K followers, XXX engagements


"@Mindset4Money_X Perhaps I've misread something but how is $PSKY trying to acquire $WBD for $100B+ while $PSKY's market cap is $15B"  
[X Link](https://x.com/meeijer/status/1998052787049865475)  2025-12-08T15:31Z 26.6K followers, XXX engagements


"@QualityInvest5 ClickHouse: Plans to IPO but no target date yet likely sometime in 20262027. Latest valuation: $6.35B"  
[X Link](https://x.com/meeijer/status/1998637528421904554)  2025-12-10T06:14Z 26.6K followers, XX engagements


"Which stock do you think offers the best risk-reward opportunity $NBIS at $XXX $DUOL at $XXX $HIMS at $XX $AMZN at $XXX $GOOGL at $XXX $AMD at $XXX $MELI at $2109 $PNG.V / $KRKNF at CA$5 $NVO at $XX $ONDS at $6"  
[X Link](https://x.com/meeijer/status/1987285060341342214)  2025-11-08T22:24Z 26.6K followers, 170.9K engagements


"My favorite quality stocks: $NVO $TSM $ASML $META $TMDX $GOOGL Which stocks would you add"  
[X Link](https://x.com/meeijer/status/1994091482588873034)  2025-11-27T17:10Z 26.6K followers, 16.6K engagements


"@Kaizen_Investor Since when have you owned $AMPX"  
[X Link](https://x.com/meeijer/status/1995214471367958858)  2025-11-30T19:32Z 26.6K followers, XXX engagements


"@StockSavvyShay XX. $BZAI Blaize"  
[X Link](https://x.com/meeijer/status/1997274067674485236)  2025-12-06T11:56Z 26.6K followers, 7081 engagements


"I still believe $NVO is criminally undervalued. The company is losing some market share but I think that once Novo Nordisks oral pill launches their share will stabilize. In short: this stock shouldnt be trading at a P/E of 13"  
[X Link](https://x.com/meeijer/status/1998140331863269447)  2025-12-08T21:19Z 26.6K followers, 15.4K engagements


"My base case puts $NBIS at a market cap of around $55B by the end of next year. That implies about $165/share (roughly XX% upside) even after accounting for XX% dilution. I believe $NBIS is a buy"  
[X Link](https://x.com/meeijer/status/1998420387898769527)  2025-12-09T15:52Z 26.6K followers, 16.3K engagements