Ray Myers

I just bought an exciting stock I believe has 225-333% upside! My X Subscribers see which stock it is, why I bought it, and a valuation model. - All Stocks and Cost Basis - All Buys/Sells - Weekly Portfolio Updates - Detailed Monthly Portfolio Review x.com/TheRayMyers/cr…

"$NBIS is not getting customer Pre-Payments." Just because they didn't announce it doesn't mean they aren't. Clues are in the balance sheet. $1.6B in deferred revenues. $1.3B of that is non-current, revenues that won't be recognised in the next 12 months. Customers paid $NBIS $1.3B for services that will be delivered in 2027.

$UBER of Southeast Asia+ Fintech, $GRAB! +38% 3Y 🟢 -22% 3M 🔴 - $22.1B GMV - $6.8B Cash Pile - Exploding Fintech Business - Inflecting Profitability - 82% 2028 EBITDA CAGR - Reasonable Valuation - 40% Below Consensus Price Target Can the company reignite its stock price?

Klarna: 5x Opportunity or a Subprime Lender? $KLAR offers a uniquely asymmetrical profile: - Beat Down Stock - Expanding into Banking - Strong Growth - Potential for improving profits globalequitybriefing.com/p/klarna-5x-op…

At its core, $ONDS is a systems integrator. There are hundreds of military technology start-ups with great ideas that have demonstrated some product-market fit. However, whilst scaling any start-up is incredibly difficult, scaling a military technology start-up is even harder. This is an industry with strict security regulations. Furthermore, many traditional venture capital investors, banks, and investment funds often stay away from military technology companies due to ethical considerations and skepticism about return on investment. This means that the simplest way for many military businesses to scale is to sell themselves to a larger company! Ondas is emerging as a key player and funder in this ecosystem. The goal is to acquire different capabilities and technology systems that Ondas can attach to its overall offering to increase its value proposition, enabling higher prices and better margins. Once acquired, Ondas can help the businesses with funding, R&D, parts procurement, supply chain, and manufacturing. But most importantly, Ondas’ experience with securing large contracts can immediately scale the acquired business.

Adobe, the Creative SaaS Giant! $ADBE -44% 5Y 🔴 🔴 🔴 -29% 6M 🔴 🔴 🔴 - Really Strong Margins - Incredible 9.8% BuyBack - $26B ARR - Cheap Valuation - 30% Below Consensus Price Target Will $ADBE overcome this AI Disruption narrative? Or are the bears right, and AI will disrupt $ADBE?

I just bought an exciting stock I believe has 225-333% upside! My X Subscribers see which stock it is, why I bought it, and a valuation model. - All Stocks and Cost Basis - All Buys/Sells - Weekly Portfolio Updates - Detailed Monthly Portfolio Review x.com/TheRayMyers/cr…

$NBIS is a Premier AI Cloud in the Making! 🧠 ☁️ Read my paywall-free analysis of these key developments. - $27B Deal with Meta - $2B Investment from Nvidia - Acquisition of Tavily. globalequitybriefing.com/p/nebius-27b-m…

$ONDS Investment Thesis! $ONDS makes autonomous military systems such as drones, robots, military operating software, and AI. - Business Model - M&A Strategy - Funding - Dilution - Valuation Model globalequitybriefing.com/p/ondas-invest…

Since I published my $SOFI Investment Thesis article on 28, May 2025, the stock has increased by 90%! Time for Part 2! 🌐👇 Recently, Sofi CEO Anthony Noto said he believes Sofi could become a $1T market cap company! This is a highly ambitious long-term goal for a company with a market cap of $32.5B. In this report: - Loan Platform Business - Consumer Crypto - Stable Coins - Institutional Infrastructure - Valuation Analysis - 2030 Valuation Model

$NBIS priority allocation from Vera Rubin clearly signals that Nebius is being treated as a real partner That matters because in AI infrastructure, getting the newest GPUs early directly translates into attracting top customers and higher-margin workloads. This validates $NBIS strategy and tech stack in the eyes of Nebius clients. I am certain that Nebius sales team is already talking about early access to the Rubin and Nvidia partnership in sales calls.

Yesterday $NBIS announced a large capital raise. Despite that, Northland Securities reiterated their Price Target of $232, 99% above today's price. $150 ➡️ $200 D.A. Davidson Increased Price Target $169 Citi initiated a Price Target

Here is the next-generation AI Cloud. 🧠 💭 $NBIS +353% 1Y 🟢 +49% 3M 🟢 - $17B $MSFT Deal - $27B $META Deal - $2B $NVDA Investment - 206% 2028 Revenue CAGR - Affordable Valuation - 23% Below Consensus Price Target

I have read the new $SOFI short seller report. 1) I miss @DataDInvesting I guess this is why they hired Chris, as he could be writing a detailed response right now. 2) Fundamentally, this comes down to the trust in the management. The short report made some serious allegations, and I am not going to recite all of them as many have already done so. But if they are 100% true (they aren't), then the CEO Anthony Noto and CFO Chris Lapointe committed FRAUD. The allegations don't simply involve aggressive accounting, but clever and sophisticated legal manoeuvring to deceive the SEC, DOJ, lenders, credit investors, shareholders, convertible note investors, and the public. This would imply lawsuits and prison time. I have been following the company since 2021, and I am all but certain that the management didn't do such things. A big clue here is that the short report compares $SOFI to Enron and GE Capital. When short sellers throw out such aggressive examples, they try to scare you, but in my eyes, they lose all credibility. $SOFI shareholders have been through this dance before. Many of the same allegations have been recycled, and they always claim that SOON, the reality of bad loans will hit $SOFI balance sheet or loan funding will dry up. Yet that tomorrow never arrives. Not during COVID, when millions of people lost jobs. Not during the cost-of-living crisis, when people's disposable income decreased. Not when Trump cancelled Biden's student loan moratorium. Not when the Trade War caused a lot of uncertainty. How many supposed balance sheet collapse catalysts do these bears need? Whenever Sofi comes out with a new successful product, short seller reports follow. When $SOFI pivoted from student lending to consumer loans, bears promised huge losses. Now they claim the Loan Platform Business is a fraud, and Sofi is not originating on behalf of others. Watch when SoFIUSD Stablecoin gains traction and billions of volumes, they will claim fraud there. I don't believe that all short sellers are bad, some of them do real and important research. However, in my experience, they are pessimists by nature and always look at everything from the worst angle possible, and often ignore the bigger picture. If all you have is a hammer, everything looks like a nail.

Not always is insider buying a sign of confidence. Management is not stupid and is aware of this perception, so they could be making buys to manipulate the market. Now, just 2 weeks after $TTD CEO bought $148M, the stock is cratering because allegedly one of their largest customers, responsible for 10% of gross billings, is pulling out. Be careful when trusting insiders, they could be dishonest. Especially when their stock is down 80%.

I think there is a fundamental misunderstanding about the purpose of Neo-Cloud $IREN and $NBIS capital raises. It's not about what $IREN and $NBIS can directly do with the $6B and $4B raises, but what they enable. To build a data center, companies use: - Customer Pre-Payments - Bank Financing - Vendor Financing - Revolving Credit Lines - Asset Backed Loans However, these funding sources rarely cover 100% of the costs, companies need the remaining 10-20% in cash. Moreover, customers won't pre-pay, banks won't provide financing, vendors won't delay payments, and creditors won't take assets as collateral if you are broke. All funders must have the trust that you will keep your end of the bargain, and for that, some cash is needed. This misunderstanding led to investors doing the wrong calculations. They do the math of how many MW of compute $IREN and $NBIS can build with this money using some basic formula, let's say $40M per MW. Conclude that they can build only 150MW and 100MW, and declare these equity raises stupid. What they are missing is that this funding is the last crucial 10-20% cash piece, enabling a much larger deployment. Without this missing piece, large-scale deployments wouldn't be possible. So, is it really economically dilutive to rase $6B and $4B when this capital enables you to get even more capital, to build high-quality assets with favourable long term demand trends? Fundamentally, it always comes back to the trust in the management. Do you trust the management to deploy this capital in a way that will achieve strong long-term returns on invested capital? If you don't, then you should stay out of these stocks.