@DigBabby Avatar @DigBabby David Bondo Bonderman

David Bondo Bonderman posts on X about ai, $csu, $csuto, open ai the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 22% technology brands 22% finance 21% currencies 4% countries 2% travel destinations 1% financial services 1% cryptocurrencies 1% automotive brands 1% gaming 1%

Social topic influence ai 13%, $csu #42, $csuto #58, open ai 6%, business 5%, $hubs #38, $googl 4%, $se 4%, cash flow 3%, $crm #222

Top accounts mentioned or mentioned by @remindmeofthis @grok @csuto @bradocapital @arnytrezzi @michaeljburry @olivierbib @markledain @permastonks @bigboybern80872 @atelicinvest @hubspot @adrivalue @qualityinvest5 @alexandrwang @sdianahu @erikqu @exitmultiple @paulgs @teknium1

Top assets mentioned HUBSPOT, INC. (HUBS) Alphabet Inc Class A (GOOGL) Sea Limited (SE) Salesforce Inc (CRM) MercadoLibre Inc (MELI) Metadium (META) Adobe, Inc. (ADBE) Zoom Video Communications Inc (ZM) Atlassian Corporation PLC (TEAM) Now Coin (NOW) Uber Technologies, Inc. (UBER) Robinhood Markets, Inc. (HOOD) PayPal Holdings Inc (PYPL) Fiserv, Inc. (FI) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last [--] hours

"My read of the bear case right now is extrapolation of SaaS cash flow deterioration from private credit (Blue Owl Apollo) which recently leaned very heavily on SaaS Seems to assume continued subdued deployment + 0% or negative organic growth at these multiples. Overall 10% revenue / fcf2s cagr for 16x fwd fcf2s multiple Can always get more painful i.e. $ZM . Mark Miller has a lot to prove on deployment #s this year https://twitter.com/i/web/status/2018918815778914504 https://twitter.com/i/web/status/2018918815778914504"
X Link 2026-02-04T05:25Z [---] followers, [--] engagements

"the panic on X over AI resembles the panic I saw across COVID (early cases to critical mass) Luna crash FTX crash SBV bank run (to a smaller degree). make of that what you will"
X Link 2026-02-04T05:42Z [---] followers, [--] engagements

"@atelicinvest this is true and the hate you're getting in the comments makes it more true"
X Link 2026-02-09T06:50Z [---] followers, [--] engagements

"Except in commodities exposed to data centers and weapons The two most dominating trends over the next [--] years: [--]. Population decline [--]. AI Both point to massive deflation. The two most dominating trends over the next [--] years: [--]. Population decline [--]. AI Both point to massive deflation"
X Link 2026-02-09T09:33Z [---] followers, [---] engagements

"$CSU.TO MARK MILLER DID YOU LITTLE BIJ Not a SINGLE CEO of a major SAAS corp has bought stock in their company even after all this bloodbath. Yet the monkeys are trying to call the low in SAAS every single day. Bless 🥹🙏 Not a SINGLE CEO of a major SAAS corp has bought stock in their company even after all this bloodbath. Yet the monkeys are trying to call the low in SAAS every single day. Bless 🥹🙏"
X Link 2026-02-09T09:42Z [---] followers, [---] engagements

"Not worth it please do not do this How risky is it really to leave a PE firm with an office in New York City to become an independent sponsor and buy a $2-10mm EBITDA business yourself (Think of people working at Warburg Pincus Vista Equity KKR Bain Carlyle TPG Hellman & Friedman Apollo.) I read that https://t.co/bqfKLHieLa How risky is it really to leave a PE firm with an office in New York City to become an independent sponsor and buy a $2-10mm EBITDA business yourself (Think of people working at Warburg Pincus Vista Equity KKR Bain Carlyle TPG Hellman & Friedman Apollo.) I read that"
X Link 2026-02-10T23:15Z [---] followers, 17.2K engagements

"$HUBS looks really good here; 16x 1YF P/E"
X Link 2026-02-12T00:59Z [---] followers, [---] engagements

"all of the idiots shorting $HUBS are on the wrong side of the trade here Just wrapped up the @HubSpot ($HUBS) Q4 [----] earnings call. My thanks to the entire HubSpot team for delivering another great quarter. My special thanks to the [----] new customers that have put their trust in HubSpot's agentic customer platform. (Yes you read that right we Just wrapped up the @HubSpot ($HUBS) Q4 [----] earnings call. My thanks to the entire HubSpot team for delivering another great quarter. My special thanks to the [----] new customers that have put their trust in HubSpot's agentic customer platform. (Yes you"
X Link 2026-02-12T02:42Z [---] followers, [----] engagements

"1. SaaS selloffs just uses AI as a narrative. the bigger issue is AI exposes incompetence of 50% of white collar workforce which leads to seat reduction and damages the seat expansion narrative every SaaS sells [--]. Even after the selloffs valuation is disgusting when you take into account SBCs there's no floor on $NOW $TEAM $HUBS to support. $CSU.TO and $CRM look very reasonable relatively https://twitter.com/i/web/status/2021788449834250525 https://twitter.com/i/web/status/2021788449834250525"
X Link 2026-02-12T03:28Z [---] followers, [---] engagements

"@adrivalue 70% more to go for $crm to hit $csu strike zone"
X Link 2026-02-13T22:12Z [---] followers, [---] engagements

"My issue is SaaS is not actually in the gutter. Most of these companies are at 20-30x FCF WITH SBC ADDBACKS. Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top of it to steal the relationship and all the economics along with it No wonder SaaS is in the gutter https://t.co/HBhP2l5Owf Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top of it to steal the relationship and all the economics along with it No wonder SaaS is in the gutter https://t.co/HBhP2l5Owf"
X Link 2026-02-06T04:11Z [---] followers, [---] engagements

"This take will look so dumb [--] years from now. Goodluck with your laundromat LBO Pivot now to focus on business with physical assets. AI will decimate anything not on land and in the real world. Pivot now to focus on business with physical assets. AI will decimate anything not on land and in the real world"
X Link 2026-02-08T14:48Z [---] followers, [---] engagements

"Just vibe coded Macabacus. Its over"
X Link 2026-02-08T14:48Z [---] followers, [--] engagements

"RT @QualityInvest5: Brad Gerstner also got on CNBC and called Google a dead business because his son was using ChatGPT in his middle school"
X Link 2026-02-09T07:06Z [---] followers, [--] engagements

"absolutely zero chance Harvey doesn't get their own law practice business going in the next [--] years Harvey AE's How's it going lads Harvey AE's How's it going lads"
X Link 2026-02-10T00:43Z [---] followers, [---] engagements

"Isnt this low key a dick move One year ago I accepted a $1M / year offer from @alexandr_wang to leave Uber to lead Scale 's ML data engine optimization team. The next week I reneged it after @sdianahu gave @erikqu_ and I an offer to join the first ever YC spring batch. Now we service the same customers https://t.co/RoTIP7iRHL One year ago I accepted a $1M / year offer from @alexandr_wang to leave Uber to lead Scale 's ML data engine optimization team. The next week I reneged it after @sdianahu gave @erikqu_ and I an offer to join the first ever YC spring batch. Now we service the same"
X Link 2026-02-10T07:59Z [---] followers, [---] engagements

"Fucking retards. Should have handed to Anthropic *MCKINSEY HANDS $20 BILLION INVESTMENT ARM TO NEUBERGER BERMAN *MCKINSEY HANDS $20 BILLION INVESTMENT ARM TO NEUBERGER BERMAN"
X Link 2026-02-10T13:30Z [---] followers, [---] engagements

"$CSU should raise hurdle rates"
X Link 2026-02-11T20:24Z [---] followers, [---] engagements

"Epic. Look past the hysteria Shopifys Q4 [----] earnings are out. The headlines: We now power more than 14% of the US ecommerce market GMV is up 29% to $378B Revenue is up 30% to $11.5B Free cash flow exceeded $2B Q4 was our first quarter above $3B in revenue But [----] wasnt just about https://t.co/KKaLkv0Wsm Shopifys Q4 [----] earnings are out. The headlines: We now power more than 14% of the US ecommerce market GMV is up 29% to $378B Revenue is up 30% to $11.5B Free cash flow exceeded $2B Q4 was our first quarter above $3B in revenue But [----] wasnt just about https://t.co/KKaLkv0Wsm"
X Link 2026-02-11T21:52Z [---] followers, [---] engagements

"the problem with sales is not # of outreach really (Top-funnel); which AI agents probably are good at reducing CPL the problem is converting the high-intent leads and so far the risk-rewards are terrible for RevOps / CROs This product solves the former not the latter at the same time risks conversion and migration issues for many CROs Could grow strongly just off the AI narratives around here but I wouldn't underwrite this being a big business in [--] years (But Sam is a killer though they may find another wedge) We're launching Monaco today. Monaco automates customer acquisition and revenue"
X Link 2026-02-12T02:46Z [---] followers, [---] engagements

"yeah we're in a recession AI bear bois I guess this is what's crushing Adyen $ADYEN after H2 results Maybe time to check the valuation again under [----]. The big question is how strong will growth decelerate in the coming years. If they can sustain 20% growth rates this could be attractive. https://t.co/z5bXyzbBhf I guess this is what's crushing Adyen $ADYEN after H2 results Maybe time to check the valuation again under [----]. The big question is how strong will growth decelerate in the coming years. If they can sustain 20% growth rates this could be attractive. https://t.co/z5bXyzbBhf"
X Link 2026-02-12T11:19Z [---] followers, [---] engagements

"TAM expansion @csu.to 📁 Sherwin Wu Head of Engineering for the OpenAI API says the one person billion dollar startup is not the real story. If AI makes building that easy the real shift will be thousands of ten million dollar companies created by individuals. One unicorn may dominate headlines https://t.co/928ZS4o5rS 📁 Sherwin Wu Head of Engineering for the OpenAI API says the one person billion dollar startup is not the real story. If AI makes building that easy the real shift will be thousands of ten million dollar companies created by individuals. One unicorn may dominate headlines"
X Link 2026-02-14T03:14Z [---] followers, [---] engagements

"Google is powering search in frontier AI apps is the razor here I'm sorry y'all just constantly looking shit up now or what I'm sorry y'all just constantly looking shit up now or what"
X Link 2025-08-18T02:57Z [---] followers, [---] engagements

"also has deep ramifications re the bull/bear case on $GOOGL"
X Link 2025-08-18T03:30Z [---] followers, [--] engagements

"Put Raja in Jail (link below)"
X Link 2025-08-25T02:23Z [---] followers, [--] engagements

"https://chng.it/8vcsb2HRvj https://chng.it/8vcsb2HRvj"
X Link 2025-08-25T02:23Z [---] followers, [--] engagements

"I think Balaji is right w.r.t. alot of things; but this feels like the type of post you'd see in March [----]. My explanation is that the legacy economy is being sunset in favor of the Internet economy. https://t.co/DTVsMwInvW My explanation is that the legacy economy is being sunset in favor of the Internet economy. https://t.co/DTVsMwInvW"
X Link 2025-09-21T11:00Z [---] followers, [--] engagements

"@ExitMultiple Maverick is surprisingly small Tiger Global does not look correct"
X Link 2022-12-04T23:50Z [---] followers, [--] engagements

"This is the thing about founders. Theres no holiday theres no weekend there isnt even a workday. Its building and living altogether. Theres no work. This is why founders win. I love how so many Founders are absolutely fired up by @paulg's Founder Mode essay today. On a Sunday. On a Holiday weekend. I know I am. Building a company is all I know how to do and all I ever want to do. I love how so many Founders are absolutely fired up by @paulg's Founder Mode essay today. On a Sunday. On a Holiday weekend. I know I am. Building a company is all I know how to do and all I ever want to do"
X Link 2024-09-02T03:07Z [---] followers, [---] engagements

"So Citadel Tower 2Sigma JaneSt all gotta to be building their own models right"
X Link 2025-01-25T13:16Z [---] followers, [--] engagements

"Perplexitys deep research is so much worse than OpenAI deep research Its probably on par with a well prompted o3-mini + search @Teknium1 "i just mogged you" is something you say when you know your product is shit but you need the clout (haven't used their deep research but def don't trust aravind) @Teknium1 "i just mogged you" is something you say when you know your product is shit but you need the clout (haven't used their deep research but def don't trust aravind)"
X Link 2025-02-16T10:49Z [---] followers, [--] engagements

"@packyM @Polymarket @Kalshi should trade in the same order of magnitude volume as US equities"
X Link 2025-02-22T23:50Z [---] followers, [--] engagements

"$CSU.TO All Mega-cap PEs have brown AUM and share price significantly since the founders stepped down. And Constellation is as - if not more - decentralized than these businesses with a lower AUM base. Odds are the machine keeps on humming @PythiaR"
X Link 2025-09-25T23:56Z [---] followers, [---] engagements

"This is the dumbest take possible on $CSU Now that they rebounded to green sold my highest cost shares from the drop in Constellation Software $CSU $CSU.TO $CNSWF. As previously discussed only keeping this lowest cost new lot of [--] shares at $2666 USD. Unless we go lower in which I will add more. As I've been https://t.co/TGDw48rz9H Now that they rebounded to green sold my highest cost shares from the drop in Constellation Software $CSU $CSU.TO $CNSWF. As previously discussed only keeping this lowest cost new lot of [--] shares at $2666 USD. Unless we go lower in which I will add more. As I've"
X Link 2025-10-03T15:16Z [---] followers, [----] engagements

"@BerkelKip Is a EV/FCF2S a right multiple Very heavily skewed by capital deployment which as shareholders you probably want as high as possible above hurdle"
X Link 2025-10-29T23:18Z [---] followers, [----] engagements

"Gotcha I personally use EBITDA which get me to high teens proportionate EV/2026E EBITDA. Your IRR math also probably benefits from cash generation / deleveraging from that FCFA2S ; 2-3% IRR incremental at these levels I'm at about the same growth rate as you (mid-teens CAGR)"
X Link 2025-10-29T23:35Z [---] followers, [---] engagements

"@blueprintsmb22 tricky thing is getting revenue decel right. their CFO has been a killer on driving the core FoA business"
X Link 2025-10-30T09:38Z [---] followers, [----] engagements

"@Restructuring__ SBF was a generational investor with a shitty capital structure. Those who disagree are jealous"
X Link 2025-10-31T13:32Z [---] followers, [----] engagements

"They found a better casino $HOOD and Polymarket Las Vegas has seen [--] MILLION less visitors so far in [----] compared to [----]. Caesars Entertainment reported [-----] empty rooms. Consumers are out of money. https://t.co/tNDeiq44kQ Las Vegas has seen [--] MILLION less visitors so far in [----] compared to [----]. Caesars Entertainment reported [-----] empty rooms. Consumers are out of money. https://t.co/tNDeiq44kQ"
X Link 2025-10-31T22:45Z [---] followers, [--] engagements

"@valuations_ dead for the same reasons Allbirds died ; just more painful and for longer"
X Link 2025-11-04T01:14Z [---] followers, [---] engagements

"@SimeonResearch_ @3Plantey2 Wanna get a group chat going of shareholders $CSU $TOI $LMN"
X Link 2025-11-04T01:46Z [---] followers, [---] engagements

"$CSU.TO should bodybag this shit $PYPL is now back well into buying territory. Now trading at a FWD P/FCF of 8.1x Are you picking up shares here 🤔 https://t.co/71YkPoq4hI $PYPL is now back well into buying territory. Now trading at a FWD P/FCF of 8.1x Are you picking up shares here 🤔 https://t.co/71YkPoq4hI"
X Link 2025-11-04T15:46Z [---] followers, [---] engagements

"I stg if Mark Leonard just posts a selfie now smiling $CSU gaps up 30%"
X Link 2025-11-04T23:07Z [---] followers, [---] engagements

"$FI is a short on bounce from here no ($64)"
X Link 2025-11-05T01:13Z [---] followers, [---] engagements

"@BradoCapital I think they deploy more capital at better ROIC this way; decentralization helps. look at $BRK at that size and centralized capital deployment theres much more excess cash buildup"
X Link 2025-11-05T03:37Z [---] followers, [---] engagements

"Software founder here - yep we use AI (Cursor Vercel) for many simple tooling across the business - dashboards etc. It's easy to get a v1; but Constellation acquires VMS that's been honed over years - every sprint tweaks 1-2 feature that's hyper-optimized for client use case. It's not the code that's the barrier it's the relationship @Speedwell_LLC @arny_trezzi @FromValue @Speedwell_LLC a Q for all CSU investors is whether they have personally used AI coding tools and built prototypes I was modestly technical before but now I have superpowers. A $5mm TAM with zero marginal cost sounds okay to"
X Link 2025-11-06T23:55Z [---] followers, [---] engagements

"@zeroxpectation AI Impact Its been [--] years since GPT launch and anyone and their mom have been using the API for 18-24 months. Churn would have started to spike by now"
X Link 2025-11-08T00:37Z [---] followers, [---] engagements

"All you clowns selling $CSU find me one company with 15+ years of consistent FCF growth $2B of FCF growing at 20%+ YoY AT SCALE with a decentralised operating engine trading at these FCF yields fucking retards"
X Link 2025-11-08T02:22Z [---] followers, 23.9K engagements

"You fucking dimwit capital deployed is up 30% YoY . PE is doomed because of the 3-5 year deployment period and fund model locking them out from platform builds which $CSU is superior at. Platform deals also generate the best IRR in PE btw @DigBabby $csu by acquisition has headwinds as the pool of worthwhile targets shrinks and it becomes so large that maintaining high growth rates is mathematically impossible due the law of large numbers. Market looks forward you're looking back. $csu will re-rate to a lower PE multiple. @DigBabby $csu by acquisition has headwinds as the pool of worthwhile"
X Link 2025-11-08T23:50Z [---] followers, [----] engagements

"@barbecuedmahiru Charlie Kirk is that you"
X Link 2025-11-09T01:33Z [---] followers, [----] engagements

"@realEstateTrent Buy a Lexus and forget"
X Link 2025-11-09T22:20Z [---] followers, [--] engagements

"$CSU we'll know it's cheap enough when buyback starts"
X Link 2025-11-11T02:31Z [---] followers, [---] engagements

"@capital_mindset @michaeljburry hyperscalers over-estimating useful life is BULLISH for $NVDA "
X Link 2025-11-11T10:59Z [---] followers, [--] engagements

"was a $SE shareholder since $11-12 levels when revenue was doubling YoY. very poor risk/reward at this level imo ; think we'll see $100 Added some $SE for the first time in a while. Topline is accelerating w/ highest growth in years and the EPS miss is a tax hit. Unless the market falls here I think people step in. https://t.co/XSbe2kyOBC Added some $SE for the first time in a while. Topline is accelerating w/ highest growth in years and the EPS miss is a tax hit. Unless the market falls here I think people step in. https://t.co/XSbe2kyOBC"
X Link 2025-11-12T02:13Z [---] followers, [---] engagements

"@R_and_Invest @dyoburon free fire / pubg is now a very dated battle royale concept. [----] run-up was massively aided by work-from-home + COVID tailwinds where the unwinding was ugly. gaming is probably a 10-12x EBITDA business given the hits nature . gotta SOTP and find out where FV for ecomm is"
X Link 2025-11-12T03:41Z [---] followers, [--] engagements

"another noise around $CSU is growth pace. if you exclude Asseco then YTD deployment is slower than 2023/2024; but it's so massive that once included [----] YTD is [----] peak and a big growth clip over [----]. big issue with the marginal buyer/seller not being able to back out the accounting noise around the stock"
X Link 2025-11-12T04:02Z [---] followers, [----] engagements

"@PrinceOfGoodT @lostlenor @ContrarianCurse Who has massive runway Berkshire"
X Link 2025-11-12T07:02Z [---] followers, [--] engagements

"Theres a very big issue with $MELI around capital allocation. Almost all cash generated is ploughed back into fintech loans of unclear quality with massive balance sheet risks. I dont like the stock at this level could be wrong Here is one reason why $meli position is much larger than $se No dilution compared to 3-5%. Big diff. Here is one reason why $meli position is much larger than $se No dilution compared to 3-5%. Big diff"
X Link 2025-11-12T10:25Z [---] followers, [---] engagements

"@davey_juice how is $MELI quality where's all the Free Cash Flow going why's net cash not increasing"
X Link 2025-11-13T08:22Z [---] followers, [---] engagements

"@arny_trezzi @PalantirBullets @RemindMe_OfThis in [--] months"
X Link 2025-11-14T01:02Z [---] followers, [---] engagements

"@NicoperJES do you have a guess on why Damien/PNP also drew down hard this year alot of concerns re AI disruption leadership changes capital deployment. do not apply to them (perhaps the AI one to some degree)"
X Link 2025-11-14T12:22Z [---] followers, [---] engagements

"Another -10% on NQ before year end Get it over with and we can start [----] fresh Memory is a short btw $SE is a long"
X Link 2025-11-17T14:01Z [---] followers, [---] engagements

"@sama openais issue is hiring a clown to lead APAC GTM. [--] billion people lost to $googl losing to Anthropic in enterprise market losing to Google in flagship models losing to xAI in training compute losing to China in open-source @sama please tell us how openai will make $100 billion revenue by [----] https://t.co/42WNTqkvIq losing to Anthropic in enterprise market losing to Google in flagship models losing to xAI in training compute losing to China in open-source @sama please tell us how openai will make $100 billion revenue by [----] https://t.co/42WNTqkvIq"
X Link 2025-11-18T21:43Z [---] followers, [--] engagements

"The problem is growing companies + moat to continue growing is extremely rare and most times when a market sells off 70-80% its telling you the company has no moat. Situations like $META $SE are incredibly rare ($SE shareholders are still under water from the peak actually). Much more likely you see a $PTON"
X Link 2025-11-23T23:41Z [---] followers, [----] engagements

"@KarelMercx Lower. @RemindMe_OfThis in [--] year"
X Link 2025-11-24T03:05Z [---] followers, [--] engagements

"@buccocapital 🎯 Also why the drawdowns are so brutal so much is baked into terminal value. Facebook getting a billion users organically vs paying $0.1 CAC/user is an entirely different business model"
X Link 2025-11-24T03:10Z [---] followers, [--] engagements

"@returnoncap Just before a recession"
X Link 2025-11-24T21:01Z [---] followers, [----] engagements

"@SeveredData @RemindMe_OfThis in [--] week"
X Link 2025-11-25T00:41Z [---] followers, 713K engagements

"@zeeFloatingMonk @aakashg0 @RemindMe_OfThis in [--] years"
X Link 2025-11-26T12:18Z [---] followers, [--] engagements

"@_mohansolo Will you throw the team under the bus like you did Windsurf"
X Link 2025-12-15T02:44Z [---] followers, [--] engagements

"Props to @jakepaul not many would have the heart to walk in there seeing what AJ did to @francis_ngannou"
X Link 2025-12-20T06:15Z [---] followers, [--] engagements

"@OnodaCapital seems quite capable for the COO role for me; given the high leverage involved"
X Link 2025-12-23T02:33Z [---] followers, [----] engagements

"@OlivierBib The [--] revenue % is sus"
X Link 2025-12-30T01:34Z [---] followers, [---] engagements

"@OlivierBib Capital deployment is still light this year so rev growth next year is 15%-ish If we get monster deployment next year that shows up in [--] revenue not [--]. I think theres decent operating leverage though"
X Link 2025-12-30T02:07Z [---] followers, [--] engagements

"@michaeljburry @grok what is dr burry saying the biggest impact will be"
X Link 2026-01-05T12:30Z [---] followers, [----] engagements

"@johnloeber @grok if you marked the balance sheet of ftx and alameda at implosion to today's prices and valuation would depositors and shareholders have been whole"
X Link 2026-01-09T02:57Z [---] followers, [---] engagements

"@BradoCapital Cap deployment slows flowing into slowest revenue growth rate in [--] years I think explains most of the derating"
X Link 2026-01-10T19:35Z [---] followers, [---] engagements

"Who do you think is powering AI chatbot search @grok Here's what's going to happen from here: -Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with [--] GPUs in one AI server versus [--] GPUs). It will become one of the largest cycles in technology history Here's what's going to happen from here: -Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with [--] GPUs in one AI server versus [--] GPUs). It will become one of the largest cycles in"
X Link 2026-01-12T05:41Z [---] followers, [--] engagements

"@grok Thats the LLM layer how about estimated share of search engine under the hood (For example when chatGPT searches something what does it likely use) estimate that market @grok"
X Link 2026-01-12T05:45Z [---] followers, [--] engagements

"SaaS is setting up an incredible deployment opportunity for $CSU.TO ironically"
X Link 2026-01-15T04:20Z [---] followers, [---] engagements

"@bdinvestingg If $CSU tracks towards 20% revenue growth this year showing reaccelerated deployment Im all in"
X Link 2026-01-16T01:51Z [---] followers, [---] engagements

"@dolores_capital @rubicon59 Tbh they did a lot of work to juice the ads biz growth + profitability to grow out of that nadir"
X Link 2026-01-17T04:23Z [---] followers, [--] engagements

"@hhuang Yeah the ads narrative gon fuck shit up especially for $META turbulent year ahead"
X Link 2026-01-17T06:29Z [---] followers, [---] engagements

"Actual shape of recovery once momentum breaks @csu.to"
X Link 2026-01-18T05:12Z [---] followers, [--] engagements

"$CSU has the opportunity to buy the funniest company ever OPENAI IS FALLING APART IN REAL TIME I've watched companies implode for decades. This one has all the warning signs. OpenAI declared "Code Red" in December. Altman sent an internal memo telling employees to drop everything because Google's Gemini [--] is eating their lunch. https://t.co/D9iJwOOmMe OPENAI IS FALLING APART IN REAL TIME I've watched companies implode for decades. This one has all the warning signs. OpenAI declared "Code Red" in December. Altman sent an internal memo telling employees to drop everything because Google's"
X Link 2026-01-21T05:09Z [---] followers, [---] engagements

"watching @OpenAI crumble in front of our eyes goes the same way as Yahoo did just much much faster"
X Link 2026-01-21T05:35Z [---] followers, [--] engagements

"@mark_ledain $Grok compare the historical approximate realized IRR of $ENGH and $CSU and ascertain the capital deployment ability of two names"
X Link 2026-01-05T03:27Z [---] followers, [---] engagements

"@permastonks Stop watching the screens and wait for print in Feb"
X Link 2026-01-29T16:05Z [---] followers, [---] engagements

"@permastonks If capital deployed $600M organic growth stays 4-5% margins expansion continues Ill add"
X Link 2026-01-29T16:09Z [---] followers, [---] engagements

"@mark_ledain yep its time for some buyback"
X Link 2026-01-30T03:39Z [---] followers, [--] engagements

"The labs are training off of @moltbook for sure right"
X Link 2026-01-31T07:47Z [---] followers, [--] engagements

"Unfortunately it does not look like the bottom for SaaS. Watch $ADBE and $HUBs"
X Link 2026-02-02T02:32Z [---] followers, [---] engagements

"Does anyone work at $CSU.TO here Hows morale internally"
X Link 2026-02-03T01:51Z [---] followers, [---] engagements

"is $CSU.TO on 11x forward P/E"
X Link 2026-02-03T23:40Z [---] followers, [---] engagements

"@BigBoyBern80872 @itsDanielWu they're spending though up to and after ML's resignation albeit at a slower pace. the current pricing environment ironically might make it much easier to deploy in 2026"
X Link 2026-02-04T03:43Z [---] followers, [--] engagements

"@markitecht can I angel-invest in your round congrats Chris"
X Link 2026-02-04T23:24Z [---] followers, [--] engagements

"@IchLerne2 GPT is giving me 20x LTM. Probably 20% away from the bottom tbh but the overhang from AI will continue to drag"
X Link 2026-02-06T08:11Z [---] followers, [--] engagements

"$CSU is open ended for me now biz too diversified to make a call lots hang upon mark millers ability to tread this waters but 1Q26 capital deployed already $350M+ MTD and sets us up very nicely to a good deployment year Im opposite from you I think $CRM is more defensible vs $ADBE Figmas AI tooling seems to rapidly be eating their lunch on. Photos; and I can already underwrite Veo [--] / Kling / Sora as we get x100 more inference without even any improvement in underlying video edit models be quite good for video-gen I think ADBE is honestly a short here"
X Link 2026-02-06T09:16Z [---] followers, [---] engagements

"@AKWilk do people know how fast Stripe grew"
X Link 2026-02-06T15:09Z [---] followers, [---] engagements

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