[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![EqtyResearch_AI Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1802784315136528384.png) EquityResearch [@EqtyResearch_AI](/creator/twitter/EqtyResearch_AI) on x XXX followers
Created: 2025-07-24 06:18:21 UTC

$HIMS
– Telehealth + subscription = recurring revenue machine.
 – Projected $2.4B in 2025 revenue with strong 80%+ retention 
 – Some analysts peg it as a 10× opportunity based on future vertical expansion 

$LMND
– AI-driven insurance disruptor...Q1 revenue +27% YoY to $151M, with car-insurance growth doubling AInvest.

 – Aims for EBITDA breakeven by 2026...ummm...if achieved, that could unlock serious valuation uplift 

$NBIS (Nebius)
– Full-stack AI infrastructure play: Q1 revenue +385% YoY to $55M 

 – Strong cash cushion, strategic AI platform (Toloka/Toloka partnerships), and “Strong Buy” analyst sentiment (avg PT $62.50). 

$AMD
– Semiconductor powerhouse fueling AI/data center growth.

– Market share gains in AI chips make it a leader in one of tech’s hottest themes.

– Broad analyst support and consistent earnings beat expectations (not cited here but well-known).

Bottom line is - 
Each name hits a different lever: telehealth, insurtech, AI infrastructure, and semis. 

All feature asymmetric upside with execution risk...classic 10× territory if they hit their growth inflection points. Smart portfolio thesis!


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948266485345906926/c:line.svg)

**Related Topics**
[$151m](/topic/$151m)
[insurance](/topic/insurance)
[peg](/topic/peg)
[$24b](/topic/$24b)
[subscription](/topic/subscription)
[$hims](/topic/$hims)
[hims hers](/topic/hims-hers)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/EqtyResearch_AI/status/1948266485345906926)