Daniel @_danielisdizzy

Only private elite here!! I will mainly talk about crypto market, price action analysis etc. ONLY FOR A FEW PEOPLE MAIN ACCOUNT @danielisdizzy Joined March 2021

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Daniel @danielisdizzy

2 weeks ago

Everyone is focused on $NBIS AI infrastructure business and its $19.4B agreement with $MSFT over the next five years. But $NBIS is also sitting on hidden gems: • Toloka – an AI data labeling platform. Competitor ScaleAI was valued at $30B just two months ago. • Avride – its…

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Daniel @danielisdizzy

2 weeks ago

Take this Elon post praising $AMD, add the fact that the AI accelerator market will grow 60% annually over the next years, surpassing $500B TAM by 2028… And it must be clear that $AMD is a trillion-dollar company in the making

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Daniel @danielisdizzy

2 weeks ago

OpenAI will generate $13B in revenue this year—more than triple last year—and projects $100B in sales by 2028 and $200B by 2030. This is what GROWTH looks like. Looks like AI isn’t exactly a bubble 🥶

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Daniel @danielisdizzy

2 weeks ago

Buying $META and $AMZN today is the easiest way to outperform the market in the coming years.

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Daniel @danielisdizzy

2 weeks ago

This portfolio will crush the market in the next 5 years: • $HIMS • $AMD • $LMND • $HOOD • $NBIS

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Daniel @danielisdizzy

3 weeks ago

1/ What exactly is $DUOL? $DUOL began as a language-learning app built on gamification—turning study into something fun and sticky. But today, $DUOL is transforming into a platform where you can learn almost anything. That’s the bigger story most people overlook.

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Daniel @danielisdizzy

3 weeks ago

2/ Why does $DUOL continue to thrive? There’s no shortage of free ways to learn languages online. Yet $DUOL keeps accelerating. The edge of $DUOL = engagement. Gamified features hook users and make them return day after day.

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Daniel @danielisdizzy

2 weeks ago

$NBIS is back to a $20B market cap. It’s already down 20% from the high reached on Tuesday. I strongly believe $NBIS is cheaper at today’s price than it was before the $MSFT contract announcement. More mega deals with hyperscalers are on the way.

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Daniel @danielisdizzy

3 weeks ago

$LMND today is like $HOOD at $15. Almost no risk and massive potential. The most obvious buy in the market.

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Daniel @danielisdizzy

3 weeks ago

Some quick math on the $300B deal between Oracle $ORCL and OpenAI. • Starts in 2027, lasts 5 years → $60B/year • Contract mentions 4.5 gigawatts of power capacity • Capacity won’t be fully available in 2027, it’ll scale gradually This means ~1 GW of capacity ≈ $15B annual…

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Daniel @danielisdizzy

3 weeks ago

The launch of testosterone and at-home lab testing should make it clearer that $HIMS isn’t a GLP-1 company. $HIMS is a platform like $NFLX, and GLP-1 is like just one of the many shows you can find on $NFLX

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Daniel @danielisdizzy

3 weeks ago

$DUOL has dropped nearly 50% since its May peak, now trading at a ~$13B valuation. But I’m more convinced than ever that $DUOL can climb toward a $100B market cap. Here’s my reasoning 👇🧵

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Daniel @danielisdizzy

3 weeks ago

9/ $DUOL is no longer just an app. $DUOL is building a gamified ecosystem for education. With soaring engagement, growing subscribers, and endless room to expand… $DUOL at $100B doesn’t feel unrealistic. 🚀

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Daniel @danielisdizzy

3 weeks ago

In summary: $DUOL started as a language app, but it’s now a gamified platform to learn anything. Engagement is through the roof, paid subscribers are growing fast, and expansion into new verticals is just getting started. Everything points to $DUOL having the potential to reach…

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Daniel @danielisdizzy

3 weeks ago

Some predictions: • $NBIS will become a multi-hundred billion company • $LMND will become a major insurance player, offering the lowest premiums on the market • $HIMS will offer the world’s most valuable subscription • $HOOD will have at least 10 revenue streams generating…

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Daniel @danielisdizzy

3 weeks ago

In one day: • $NBIS announced its first (of many) hyperscaler deal. A contract with $MSFT worth more than yesterday’s market cap. • $HIMS launches testosterone, set to become a bigger vertical than GLP-1. That’s what winning tastes like.

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Daniel @danielisdizzy

3 weeks ago

Here’s how much these stocks need to gain just to get back to their all-time highs: • $AMD: +50% • $HIMS: +47% • $LMND: +255% • $DUOL: +101% Do you think these companies have already hit their peak? I don’t.

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Daniel @danielisdizzy

3 weeks ago

Seems like seeing stocks go 30/40% in a single day is becoming the norm $NBIS $ORCL $CRWV Is this a top signal? That’s why I like building a cash position right now.

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Daniel @danielisdizzy

3 weeks ago

Today I bought more: • $NBIS • $HIMS • $LMND

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Daniel @danielisdizzy

3 weeks ago

$MSFT has its own infrastructure, Azure, where it’s investing massively. And yet, it still needs to buy capacity from $NBIS. They’re also partnering with companies like $ORCL and $CRVW. This shows just how massive the AI market is going to be. We live in the AI era. Invest…