Dan @dani____210
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Winners tend to repeat themselves. Vlad Tenev is not done — $HOOD Lisa Su is not done — $AMD Andrew Dudum is not done — $HIMS Trimming winners is one of the worst mistakes you can make
Feeling more bullish than ever on $LMND. Q2 once again proved the thesis: growth in in-force premium, better gross loss ratio, and flat operating expenses. If $LMND keeps executing, it’s a 100x from here. The best part? $LMND has been executing for 10 years already.
$HIMS now has a $9B market cap. With its focus on proactive care—through lab testing and longevity treatments—the company is on track to offer the most valuable subscription in the world: one that helps prevent every disease before it starts. Except for $LMND, there aren’t…
On the Q2 earnings call, $NBIS reiterated: “We’re in the process of securing MORE than one GW of power by the end of 2026.” 1 GW of capacity = ~$10B annual revenue. That could mean a $50B market cap. $NBIS today is worth $17B. It’s that simple.
$DUOL is down more than 30% from its May highs, now sitting at a $16B market cap. I bet $DUOL won’t struggle to reach $100B. Here’s why 👇🧵
8/ The $DUOL chess course (launched in April) is growing faster than any subject they’ve ever launched—even languages. Already 1M+ DAUs by quarter end. This shows $DUOL has a repeatable blueprint for scaling new subjects.
9/ $DUOL isn’t just an app anymore. It’s building a gamified learning ecosystem. With rising engagement, growing paid subs, and endless expansion potential… $DUOL at $100B doesn’t look far-fetched. 🚀
$HIMS $NBIS $LMND $AMD None of these are overvalued — all long-term plays. Buy and hold for the coming years. You’ll beat 99% of investors.
My top holding right now is $HIMS. What’s yours? 👇
$NBIS is sitting on hidden gems. Toloka is an AI data labeling platform mostly owned by $NBIS. ScaleAI, a competitor, was valued at $30B just two months ago. Avride is $NBIS autonomous driving division. Waymo, with very similar tech, was conservatively valued at $50B. $NBIS…
$LMND is about to disrupt the $7.5T insurance industry. Here’s why a 10x from here is not just possible — it’s conservative: 🧵
10. $LMND is misunderstood today, but that won’t last. The market thinks it’s just a small insurer. In reality, $LMND is: • AI-first at the core • Scaling with flat costs • Growing faster each quarter • Building strong unit economics • Winning young, loyal customers Soon,…
Final thought on $LMND: This isn’t a boring value play. It’s a high-upside bet on the future of insurance: • AI-driven • Global • Built for the next generation And $LMND is just getting started.
My deep dive on $DUOL is moving forward ✍️ So far, it’s hard not to be bullish… P.S. I don’t only use pen & paper, but I really enjoy it 😅
$HIMS at $46 means it needs a +60% move just to get back to February levels. Meanwhile, it acquired Zava, is about to launch its hormone vertical, lab testing, longevity, and will start offering compounded GLP-1s in Canada from 2026. $HIMS is one of the biggest and most obvious…
Some predictions: • $AMD will dominate inference — a market 10x larger than training • $HIMS will offer the world’s most valuable subscription • $META — Zuck will know everything about you • $LMND will capture a meaningful slice of a $7.5T market, offering the lowest premiums…
Spending the next few days diving into $DUOL 📚 The business looks exceptional — curious to see if I’ll stay bullish and maybe even open a position after this deep dive. Will share my thoughts in a thread and a video once I wrap it up.
3 stocks I'm buying HEAVILY: $HIMS $NBIS $LMND 3 stocks on my watchlist: $DUOL $IREN $ZETA
Who will hit $100 first — $HIMS or $LMND? 👇
The CEO of $NBIS, explaining the group’s main businesses: • Nebius: AI infrastructure • AVride: autonomous driving division • Toloka: AI data labeling platform • TripleTen: edtech platform for reskilling people Investing in $NBIS feels like investing in multiple startups at…
இசை @isai_
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ஜெயசந்த... @jaya2016maha
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MarketProfileX🇺�... @Ormwovem29682
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3.7M Followers 619 Following DMK Youth Wing Secretary | Deputy Chief Minister, Government of Tamil Nadu | MLA, Chepauk - Thiruvallikeni Constituency
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27K Followers 290 Following Orthopaedic Surgeon | State Deputy Secretary - DMK IT Wing | TamilNadu | Belongs to the Dravidian stock |
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417K Followers 6 Following Kalaignar Seithigal is a regional Tamil News media, Covering news programs Starting from Politics to International Affairs.
ஜெயசந்த... @jaya2016maha
105K Followers 4K Following என் இறுதி மூச்சு இருக்கும் வரை கழகத்திற்காக பாடுபட வேண்டும்🔥🔥 Belongs to the Dravidian stock
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Investing Lunatic �... @NFTLunatic
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