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@FrameworkWisely Avatar @FrameworkWisely Framework Investment | A³C³E

Several companies are making notable strides in AI and technology, including $TEAM, which is seeing AI as a tailwind that deepens its moat, and $SE, which is prioritizing growth while improving profitability. $HIMS is also making progress, aiming to be a one-stop shop for personalized healthcare and launching comprehensive whole-body lab testing. Meanwhile, investors are taking notice of companies like $SE, $RBRK, and $RDDT, which are considered to have high potential.

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% vc firms XXXX% social networks XXXX% technology brands XXXX%

Social topic influence $rbrk #52, $se #40, strong 15.38%, ace #2082, ai 15.38%, $nbis 7.69%, clickhouse 7.69%, insight partners 7.69%, ipo 7.69%, realtime XXXX%

Top accounts mentioned or mentioned by @gabgrowth @tacticzh @daveyjuice @fintegrate @abdrazakalmas @_sgr_a_star

Top assets mentioned Rubrik, Inc. (RBRK) Sea Limited (SE) Nebius Group N.V. Class A Ordinary Shares (NBIS) UiPath, Inc. (PATH)

Top Social Posts

Top posts by engagements in the last XX hours

"$NBIS ClickHouse gears up for IPO this is great news for $NBIS. ClickHouse just turned up the volume on its growth story. The real-time analytics company has extended its Series C round bringing in new backers like Citi Ventures Insight Partners and Peak XV Partners. More than just extra capital the move signals the companys preparation for a public debut while it aggressively expands into three converging markets worth billions: X Real-time analytics X Observability and X AI agent infrastructure Just ClickHouse alone is probably worth more than half of $NBISs current market cap. BTW"
X Link 2025-10-09T02:14Z 4875 followers, 38.3K engagements

"Why is $SE down big today Buying more. @GabGrowth"
X Link 2025-12-08T16:57Z 4875 followers, 1511 engagements

"$RBRK Q3 earnings call: X key numbers 😃 Subscription ARR reached $XXXX billion growing XX% year-over-year 😃Subscription revenue was $XXX million growing XX% year-over-year. 😃Subscription NRR remained strong once again over XXX% 😃 Customers with $100000 or more in subscription ARR reached 2638 growing XX% year-over-year 😃 Made material improvement in subscription ARR contribution margin up about 1400 basis points year-over-year"
X Link 2025-12-06T02:01Z 4877 followers, XXX engagements

"Two X specific customer wins to illustrate $RNRK momentum in cloud protection. X A health and wellness technology company chose Rubrik cloud protection to protect a multi-petabyte mission-critical workload containing user data. Rubrik offered not only cyber resilience but also a significant cost reduction compared to cloud-native backup solutions due to our unique platform. X A Fortune XXX biopharmaceuticals company strengthened the partnership with Rubrik this quarter by adding cloud protection for its multi-petabyte public cloud data estate"
X Link 2025-12-06T02:23Z 4877 followers, XXX engagements

"$RBRK is my also pick-and-shovel bet on agentic AI. Im choosing it over $PATH the agentic AI platform. Rubrik is squarely at the intersection of operations and security. It's a natural place for Rubrik to deliver a complete agetic operation platform agentic management platform the agentic ERP (Enterprise Resource Planning). What does agentic ERP needs to deliver X things: X How many agents do I have including the ones that is sanctioned as well as the ones that are non-sanctioned What the hell they are doing X What do I want them to do in terms of operational guardrail X Are they"
X Link 2025-12-06T03:26Z 4876 followers, XXX engagements

"In my view $SE is one of the most attractive buys in todays market. Youre getting rapid growth (38% YoY revenue growth) expanding profitability and a resilient moat: strong pricing power reinforced by its logistics network scale advantages and network effects. For many merchants Shopee continues to offer better unit economics too: sellers often make more on Shopee than on TikTok Shop. $SE is growing XXXX% YoY yet the stock trades around 11x projected 2027 EBITDA. FCF margins are steadily expanding: - XXXXX% (FY2023) - XXXXX% (FY2024) - XXXXX% (FY2025 YTD)"
X Link 2025-12-08T17:36Z 4875 followers, 3437 engagements

"@davey_juice $SE and $RBRK no brainer"
X Link 2025-12-05T00:52Z 4879 followers, XXX engagements

"Having been buying $RBRK in the last month now +15% gain"
X Link 2025-12-05T16:42Z 4878 followers, XXX engagements

"CEO Bipul Sinha reiterated that $RBRK's mission is to lead Rubrik into our next era as the security and AI operations company. Some useful insight in market opportunity and areas of focus in the near future: 😃 Organizations are now facing a new cyber landscape with AI potentially enabling threat actors to inflict 10x more damage in 1/10 of the time. The AI transformation promises 100x more opportunities also presents 100x more risk. AI agents are effectively superhuman but organizations don't yet have the guardrails to monitor and contain what they do. 😃 As companies shift deeper into cloud"
X Link 2025-12-06T02:18Z 4878 followers, XXX engagements

"$SE is growing XX% year over year yet it trades at about 11x projected 2027 EBITDA. FCF margin was XXXXX% in FY2023 -- XXXXX% in FY2024 -- XXXXX% in FY2025 so far. And it's kind of monopoly in South East Asia"
X Link 2025-12-08T17:29Z 4878 followers, XXX engagements

"@GabGrowth @fintegrate @TacticzH"
X Link 2025-12-08T17:37Z 4878 followers, XXX engagements