@KeningYe26924 Avatar @KeningYe26924 Perseverance Capital 💡

Perseverance Capital 💡 posts on X about $qqq, $spy, $fisv, $cflt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [---] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 87.38% finance 35.92% technology brands 23.3% cryptocurrencies 2.91% countries 2.91% celebrities 0.97%

Social topic influence $qqq 39.81%, $spy 36.89%, $fisv #15, $cflt #3, ai 33.01%, $fi #19, data 21.36%, confluent inc #3, fintech 10.68%, in the 7.77%

Top accounts mentioned or mentioned by @confluentinc @fiserv @jaykreps @ericvishria @thenewstack @seanfalconers @clovercommerce @servicenow @michaelconk @elonmusk @xai @cliffordasness @bobspaysubstack @jszhang0912 @hamptonism @markoinny @midnightcaptl @themotleyfool @billackman @adipolak

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Fiserv Inc (FISV) Confluent, Inc. (CFLT) Fiserv, Inc. (FI) PayPal Holdings Inc (PYPL) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Cisco Systems Inc (CSCO) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Snowflake Inc. (SNOW) NVIDIA Corp. (NVDA) Unity Software Inc. (U) Salesforce Inc (CRM) Palantir Technologies Inc. (PLTR) Howard Hughes Holdings Inc. (HHH) Micron Technology, Inc. (MU) ServiceNow Inc (NOW) ELYSIA (EL) Jack Henry & Associates, Inc. (JKHY) Barrick Gold Corp. (GOLD) Netflix Inc (NFLX)

Top Social Posts

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

"$FISV One Fiserv Action Plan (per Q32025): One Fiserv action plan prioritizes and enhances client focus across five strategic pillars that build on Fiservs strengths: Operating with a client-first mindset to win new enterprise clients and grow average revenue per client Building the pre-eminent small business operating platform through Clover Creating differentiated innovative platforms in finance and commerce including embedded finance and stablecoin Delivering operational excellence enabled by AI Employing disciplined capital allocation for the long-term Need a strong start of the"
X Link 2026-02-05T07:33Z [---] followers, [---] engagements

"$FISV i really like the new Fiserv management what a breath of fresh air"
X Link 2026-02-10T13:16Z [---] followers, [----] engagements

"RT @elonmusk: Get stuff done @xAI"
X Link 2026-02-13T10:48Z [---] followers, 10.7K engagements

"$CFLT @confluentinc here's a playbook for Confluent's comeback. the reasons i invested are because company is founder-led @jaykreps is technical and likeable the Board has experienced investors (eg @ericvishria) and operators and underappreciated great tech. $QQQ $SPY #saas"
X Link 2025-08-05T00:19Z [---] followers, 12.7K engagements

"first principle thinking is that data must move real-time not batches for AGI and ASI in the near future. $CFLT is the operating layer for streaming - secure cloud-agnostic everywhere. High gross margins + improving FCF long runway as agents/apps go real-time. Confluent is truly great tech. Hyperscalers will want it customers already run on it: $CFLT powers streaming pipelines AI needs. Confluent has done so much for #Kafka and #Flink for more than a decade. the future of data streaming and streaming processing are going to be so so bright. right now is not unlike when everyone underestimated"
X Link 2025-10-08T03:17Z [---] followers, 10.9K engagements

"$FISV earnings numbers are fine and in-line with expectations. two reminders: [--]. theres NO FRAUD or Accounting Irregularities so the numbers are solid. [--]. new management team is competent and know what they are doing. I think the stock looks derisked and the current valuation is extremely attractive. a humble 10x P/E already implies $80+ per share. the best & cheapest & highly profitable stock in [----]. https://twitter.com/i/web/status/2021203533517947336 https://twitter.com/i/web/status/2021203533517947336"
X Link 2026-02-10T12:44Z [---] followers, [---] engagements

"some enterprise saas companies are still trading on MSD revenue multiples with a huge SBC and may never become GAAP profitable before ai takes them down. meanwhiles fintech stocks are stable growing highly profitable under GAAP with network & regulatory moats against ai"
X Link 2026-02-13T18:08Z [---] followers, [--] engagements

"@CliffordAsness warsh probably using $EL products everyday to look young"
X Link 2026-02-01T01:39Z [---] followers, [---] engagements

"Fiserv bulls dont talk enough about this: $FISV is basically a Rule of [--] compounder at value-stock pricing. ✅ Mid-single-digit organic growth + high-30s adj op margin = 40+ (YTD) ✅ Sticky rails (merchant acquiring + issuer processing + payments) = durable cash flows ✅ Market pricing it like a slow/no-growth financial not a high-quality fintech platform Rule of [--] + low multiple = asymmetric setup. https://twitter.com/i/web/status/2017950445956964354 https://twitter.com/i/web/status/2017950445956964354"
X Link 2026-02-01T13:17Z [---] followers, [----] engagements

"Listening closely to the $FISV Q3 earnings call again CEO Mike Lyons clearly stated that the business review was complete and expressed confidence in the given figures and guidance. Therefore the worst of the market's confidence in Fiserv is believed to be over in my views and the probability of consecutive kitchen sink quarterly reports seems very low this time. Look forward to the Q4 earnings report injecting optimism 🚀🚀 the highest quality stock with the cheapest valuation in the market. 💰💰 $90-$100 per share by the end of Q126 $QQQ $SPY"
X Link 2026-02-02T10:11Z [---] followers, [---] engagements

"$FISV have much stronger moats than $PYPL"
X Link 2026-02-03T16:52Z [---] followers, [---] engagements

"$PYPL PayPal story feels akin to the recent struggle of Open Ai no mistake can be afforded in the intense competition of consumer facing products. yes you are early and can scale fast but its perpetually critical to execute right to defend the lead. every other follower wants to eat your lunch https://twitter.com/i/web/status/2018882803665113334 https://twitter.com/i/web/status/2018882803665113334"
X Link 2026-02-04T03:02Z [---] followers, [--] engagements

"$PYPL PayPal a brand now is fighting for relevance in a crowded wallet world while $FISV Fiserv owns the rails and is an infrastructure. why more bullish on Fiserv they completed the business review and now has the best-in-class management team to execute transformation and a refreshed Board for governance. https://twitter.com/i/web/status/2018888930351833498 https://twitter.com/i/web/status/2018888930351833498"
X Link 2026-02-04T03:26Z [---] followers, [---] engagements

"Fiserv $FISV vs Jack Henry $JKHY is exactly why Im bullish: JKHY is the steady core processor - great biz mid-single digit grower at mid 20s P/E. FISV is that plus a scaled merchant engine (Clover) with real operating leverage at only high single digit P/E. If Fiserv executes One Fiserv + stabilize Financial + keep Merchant growing youre looking at a rerate setup: same mission-critical stickiness as JKHY way more upside torque. Quality fintech infra at a value multiple. 🔥 $FISV https://twitter.com/i/web/status/2018974591096652223 https://twitter.com/i/web/status/2018974591096652223"
X Link 2026-02-04T09:07Z [---] followers, [---] engagements

"$FISV Fiservs COVID low was $80+ come on now"
X Link 2026-02-05T13:06Z [---] followers, [---] engagements

"@bobspaysubstack $FISV gets new very strong leadership and Board members in place so this is a brand new chapter now. the market needs to give credibility"
X Link 2026-02-06T01:35Z [---] followers, [---] engagements

"$GOLD gold is the best debasement and national security asset this cannot be more clear by now. BREAKING: Gold officially reclaims $5000/oz and silver rises back into $80/oz. Another wild week is ahead of us. https://t.co/O2yb31wqdN BREAKING: Gold officially reclaims $5000/oz and silver rises back into $80/oz. Another wild week is ahead of us. https://t.co/O2yb31wqdN"
X Link 2026-02-09T01:09Z [---] followers, [--] engagements

"$FISV the stock has really been priced in all types of bad news trading only at 7x P/E and [---] EV/EBITDA unbelievable level when the market just off the ATHs. Fiserv will remain a 40+ company under the rule of [--] framework after the current transformation is complete this year. while there is room for improvements and FIserv is executing on a number of areas to fix things i do think AI is going to be a massive productivity boost and efficiency enabler for FIserv rather than being an existential threat. pre-earnings consensus TP at $87; there is a good chance to stock will recover to $100"
X Link 2026-02-09T11:57Z [---] followers, [----] engagements

"For Fiserv $FISV inflation is usually mildly positive in the short run - why inflation can be good (especially normal 24% inflation) Nominal volume lift: A lot of Fiservs Merchant Solutions revenue is tied (directly or indirectly) to payment volumes / transaction dollars. If the same basket of goods costs more payment dollars rise which can lift revenue even if real unit demand is flat. Pricing power / escalators: Parts of Fiservs business (especially Financial Solutions contracts with banks/credit unions) tend to have contractual pricing and periodic repricing which helps offset cost"
X Link 2026-02-09T12:10Z [---] followers, [---] engagements

"if you are mega PE funds (such as Blackstone / KKR / Apollo / Bain / Carlyle / Brookfield and/or a sovereign partner) $FISV Fiserv is really an once-in-lifetime attractive take-private target. 10-12x EV/EBITDA multiples imply $90-$120 per share stock price versus 6.5x EV/EBITDA at $60 stock today. plus they've gotten the best-in-class management team a refreshed strong board with a clear-path transformation plan in place so the value creation aspects will work itself out. no better time to underwrite a deal like this; won't be surprised something ongoing in the background. $QQQ $SPY $BX $KKR"
X Link 2026-02-09T12:44Z [---] followers, [---] engagements

"people buying $11k ticket and $180 a burger at the Super Bowl and the market is bearish on fintech buy the fintech dip $PYPL $FISV $QQQ $SPY"
X Link 2026-02-09T16:05Z [---] followers, [---] engagements

"$FISV revenues didnt miss. come on some X accounts dont even open up the earnings release and keep copy & paste the wrong info"
X Link 2026-02-10T13:22Z [---] followers, [---] engagements

"$FISV Fiserv even going through turnaround now really deserves to have 10x-15x P/E multiples. asking for a quality cash cow business to stay this cheap any longer is purely greed and stupidity. NO MORE Negative Surprise confirmed by CEO Ai will also help Fiserv because this fintech vertical has real moats beyond just codes. https://twitter.com/i/web/status/2021254213343510642 https://twitter.com/i/web/status/2021254213343510642"
X Link 2026-02-10T16:05Z [---] followers, [---] engagements

"buy $FISV Orlando Bravo gave an interesting interview in Davos two weeks ago explaining why he thinks software stocks are cheap and why the top companies will benefit from AI and come out stronger: Sara Eisen (CNBC host) So let's talk about the market software is beaten down. This has https://t.co/fwCynhTKT3 Orlando Bravo gave an interesting interview in Davos two weeks ago explaining why he thinks software stocks are cheap and why the top companies will benefit from AI and come out stronger: Sara Eisen (CNBC host) So let's talk about the market software is beaten down. This has"
X Link 2026-02-10T16:58Z [---] followers, [---] engagements

"@jszhang0912 love the research $FISV Fiservs ability to attract these top industry new talents are super reassuring the stock will rip higher probably sooner than most people now expect"
X Link 2026-02-10T22:44Z [---] followers, [---] engagements

"$FISV Fiserv has put together the Avengers of Fintech. the best & cheapest & highly profitable stock in [----]. $QQQ $SPY"
X Link 2026-02-11T12:04Z [---] followers, [---] engagements

"yes $FISV should be rerated now to 10x-15x P/E at least which is still a deep discount for a blue chip cash cow fintech with real moats against ai historically been traded at mid-20s P/E. Q425 earnings has given us fintech investors enough confidence needed to this all-star new management: they got a sensible plan a best-in-class team and they are laser focused on execution. $QQQ $SPY $PYPL $FIS $JKHY #fintech $FISV "we believe Fiserv can achieve modest 5% revenue growth once it moves past this reset" "We will maintain our $126 fair value estimate and see the shares as deeply undervalued from"
X Link 2026-02-12T03:06Z [---] followers, [---] engagements

"$U may never be gaap profitable if ai takes over in 2026/2027. $QQQ $SPY"
X Link 2026-02-12T03:26Z [---] followers, [---] engagements

"could games be much more probabilistic and much less deterministic in addition as the demographics expand with more leisure time humans get the majority of gamers are more likely to look for generally relaxing games not all going for big 3A games. $U unclear the impact on Unity. https://twitter.com/i/web/status/2021797447953989765 https://twitter.com/i/web/status/2021797447953989765"
X Link 2026-02-12T04:04Z [---] followers, [---] engagements

"$FISV laser focused execution 🔥🔥 Fiserv announced the launch of INDX a real-time cash settlement platform that helps digital asset companies securely store and transfer US dollars in real-time. Read the announcement here: https://t.co/APyBU1O5aZ https://t.co/mpkagq8GPe Fiserv announced the launch of INDX a real-time cash settlement platform that helps digital asset companies securely store and transfer US dollars in real-time. Read the announcement here: https://t.co/APyBU1O5aZ https://t.co/mpkagq8GPe"
X Link 2026-02-12T14:41Z [---] followers, [---] engagements

"AI wont disrupt $FISV it amplifies it. AI agents still need payment rails Fiserv is the rails (issuer + acquiring + core) Fiserv owns the money data exhaust better fraud/AML + higher switching costs AI smart-routing lifts approvals + lowers costs bps gains at scale = big $$ Clover becomes an AI business OS for SMBs ARPU + software-like margins Regulated AI + model governance favors trusted incumbents distribution moat AI = operating leverage + upsell engine not disintermediation. $QQQ $SPY https://twitter.com/i/web/status/2021997722392527298 https://twitter.com/i/web/status/2021997722392527298"
X Link 2026-02-12T17:19Z [---] followers, [--] engagements

"feel increasingly annoyed by sellside research analysts they rarely provide any alpha insights"
X Link 2026-02-13T05:40Z [---] followers, [--] engagements

"RT @hamptonism: what the actual f*ck"
X Link 2026-02-15T00:21Z [---] followers, [---] engagements

"RT @markoinny: I think we are close to megacaps announcing pause in AI capex. When it happens we will see US memory stocks drop 50% (Korea"
X Link 2026-02-15T07:22Z [---] followers, [---] engagements

"RT @Midnight_Captl: $NFLX in real trouble here. This is genuinely terrifying for their biz model. Would not be surprised to see the stock"
X Link 2026-02-15T08:14Z [---] followers, [--] engagements

"$FNMA $FMCC the WH is stuck dealing with the trade deals. no time to deal with this. going to be a long summer"
X Link 2025-07-11T14:03Z [---] followers, [---] engagements

"GS expects the reacceleration of the cloud / saas players this upcoming earnings season (per today's Bloomberg Tech interview). $QQQ"
X Link 2025-07-11T16:03Z [---] followers, [--] engagements

"please many more of such news to come 🚀🚀 this should have happened months ago 🔥🔥 $CFLT @confluentinc #AWS #Amazon $AMZN #Cloud #confluent #database $QQQ #ai https://www.confluent.io/press-release/confluent-cloud-available-aws-marketplace-ai-agents/ https://www.confluent.io/press-release/confluent-cloud-available-aws-marketplace-ai-agents/"
X Link 2025-07-16T20:35Z [---] followers, [---] engagements

"$CFLT @confluentinc Confluent is featured in the new AI Agents and Tools category of AWS Marketplace 🚀🚀 evidence of increasing recognition as a core part of stack for ai agent solutions 🔥🔥 this is just the beginning $QQQ $AMZN #database #DataAnalytics #AWS"
X Link 2025-07-17T06:14Z [---] followers, [---] engagements

"@confluentinc $CFLT when Amazon / AWS telling you straight that Confluent is key part of ai agent tech stack the market should really listen 🔥"
X Link 2025-07-17T15:22Z [---] followers, [---] engagements

"$HHH - can this become a meme stock howard hughes was an aviator $QQQ $SPY #RealEstate"
X Link 2025-07-22T14:12Z [---] followers, [---] engagements

"profitability and SBC are at an inflection point also. there will be an outsized return. ____________________________ @themotleyfool just posted about @confluentinc: $CFLT Confluent: A 10x Opportunity in Data Streaming https://www.youtube.com/watchv=6r46Gna8BnE https://www.youtube.com/watchv=6r46Gna8BnE"
X Link 2025-07-24T23:57Z [---] followers, [---] engagements

"$HHH is one of the only great value plays left in current environment. fed rate cut is near day by day and trust @BillAckman team to execute its strategy. let's go🚀🚀 $SPY $QQQ #value"
X Link 2025-07-25T14:16Z [---] followers, [---] engagements

"$CFLT @confluentinc this makes so much sense💡💡 These agentic systems need an event-driven streaming backbone that feeds the right information to the right agent at the right moment. Streaming becomes the shared language that keeps autonomous agents accurate and in sync. You might already be skilled in ETL scheduling analytics queries or machine learning integrationbut are you ready to support AI agents In her article in @TheNewStack @AdiPolak dives into the skills data engineers need in the age of AI https://t.co/sEcaFv9VS1 You might already be skilled in ETL scheduling analytics queries or"
X Link 2025-07-27T00:06Z [---] followers, [---] engagements

"@Ashton_1nvests $CFLT easily a multi-bagger dont buy because I am planning to get more next week"
X Link 2025-07-28T00:42Z [---] followers, [---] engagements

"@SecScottBessent @POTUS Europe is soft"
X Link 2025-07-28T00:44Z [---] followers, [--] engagements

"@TrisolarisCap lol pretty good🔥🔥"
X Link 2025-07-28T17:14Z [---] followers, [--] engagements

""Confluent has a fantastic position in the data landscape. if ask would there going to be more streaming in [--] years or less there will be a lot more. our hands on the product side has gotten better.on the bigger picture I am as excited as ever." $CFLT CEO $QQQ $SPY"
X Link 2025-07-31T01:27Z [---] followers, [---] engagements

"$CFLT Production AI Use Cases to 10x this year. 🔥🔥"
X Link 2025-07-31T01:35Z [---] followers, [----] engagements

"$CFLT markets at all time high share price near all time low. something needs to change and change fast"
X Link 2025-07-31T14:35Z [---] followers, [---] engagements

"$CFLT cannot agree more 👇👇🔥🔥 $QQQ $SPY I think $CFLT needs a real CFO and Rohan needs to go. I think $CFLT needs a real CFO and Rohan needs to go"
X Link 2025-07-31T17:33Z [---] followers, [---] engagements

"if you bought $CFLT shares on IPO years ago you are going to lose 60% of capital as of today. no excuse any longer when the market's at all time high. where's the sense of urgency and crisis where's founder mode @confluentinc $QQQ $SPY #data #saas #DataAnalytics"
X Link 2025-07-31T19:27Z [---] followers, [---] engagements

"$CFLT had a high HF ownership heading into earnings so volatility was intense after earnings. the overreaction was mainly knee jerk reactions on short-term concerns. this is a cycle bottom. all we need is a little bit of sentiment refresher to start a comeback. $QQQ $SPY $CFLT Confluent has a significant hedge fund ownership: 20% of total shares outstanding. 🚀🚀 Stay invested along the big dogs. The share price inflection is near. $SPY $QQQ #DataAnalytics #datastreaming https://t.co/hR1rrmUwJ6 $CFLT Confluent has a significant hedge fund ownership: 20% of total shares outstanding. 🚀🚀 Stay"
X Link 2025-08-01T13:37Z [---] followers, [---] engagements

""be greedy when others are fearful." added more $CFLT in the past couple days. yes short-term execution has been very frustrating but long-term opportunities could surprise overwhelming pessimism. many drivers remain to drive a comeback.✊✊ $QQQ $SPY #Flink #Kafka $CFLT Production AI Use Cases to 10x this year. 🔥🔥 https://t.co/vyAwTfSZ45 $CFLT Production AI Use Cases to 10x this year. 🔥🔥 https://t.co/vyAwTfSZ45"
X Link 2025-08-01T23:35Z [---] followers, [---] engagements

"we don't appreciate enough that $CFLT @confluentinc CEO sits on the Board of Anthropic - there're reasons why he's there. most agree that upsides for data streaming & ai are big and ahead. It'll be an eventual V-shape price recovery. only fear priced in now. $QQQ $SPY #Data Anthropics CEO just gave the most important AI interview of [----]. He revealed shocking truths about artificial super intelligence the OpenAI rivalry and why AI is advancing at a pace no one saw coming. He even called out Zuckerberg. Here are my top [--] takeaways: 🧵 https://t.co/GNP5KDYXX0 Anthropics CEO just gave the most"
X Link 2025-08-03T02:17Z [---] followers, [---] engagements

"$CFLT $200M investment that analysts didn't focus on this ER: [--]. Lowering CAC through partner co-sell [--]. Embedding DSP at the heart of third-party AI solutions [--]. Accelerating international cloud adoption without lifting Confluents capex $100B TAM🔥🔥 $QQQ $SPY #data #saas Were investing $200M to expand our global partner ecosystem Together with ISVs SIs MSPs and CSPs were making it easier for partners to integrate data streaming into their offerings to unlock real-time AI and grow faster together. Check out our blog to learn more about https://t.co/1d5zHXeF0F Were investing $200M to expand"
X Link 2025-08-04T01:21Z [---] followers, [---] engagements

"@nataliegwinters yes you worked too much"
X Link 2025-08-04T21:52Z [---] followers, [---] engagements

"management urgently needs a brand new charm offense to win back the damaged trust from wall street and retail investors. weak share price drives high SBC and its a bad cycle. don't mistake stock price recovery as guaranteed. @confluentinc @jaykreps @ericvishria"
X Link 2025-08-05T21:53Z [---] followers, [---] engagements

"@jimcramer isn't bullish on $CFLT @confluentinc. that's the signal we've been waiting for 🐂🐂🐂 $QQQ $SPY #saas #cloud #data #memestock"
X Link 2025-08-07T00:54Z [---] followers, [---] engagements

"@confluentinc $CFLT @confluentinc "We have had success displacing these CSP offerings with win rates well above 90%. This is an area where we feel our product capabilities and TCO story have improved enormously over the last year with differentiated offerings." $QQQ $SPY #saas #cloud #data"
X Link 2025-08-07T16:25Z [---] followers, [----] engagements

"$CFLT @confluentinc why the market overreacted to Q2 ER messages FY2025 full year guidance remains very consistent (in fact very modest raise on the low end). certain commentary sounded cautious but stock shouldn't deserve a 35%+ selloff. $SPY $QQQ #data #cloud #saas"
X Link 2025-08-07T18:42Z [---] followers, [---] engagements

"$CFLT buying this stock everyday to accumulate more. it's having a bad sentiment moment but it's massively underappreciated and undervalued. $QQQ $SPY #saas #cloud #data #flink #kafka #datastreaming #eventdriven #ai #comeback"
X Link 2025-08-08T17:55Z [---] followers, [---] engagements

"$CFLT @confluentinc oversold to ATL. Why one idiosyncratic Ai native customer to switch from Confluent Cloud to Confluent Platform but will remain as a key customer. meanwhile $CFLT observes overall production ai use cases to 10x. $QQQ $SPY #saas #cloud #data #streaming"
X Link 2025-08-09T16:34Z [---] followers, [---] engagements

"a (contrarian) bull thesis: $CFLT is evolving from managed Kafka into a Data Streaming Platform with real pricing levers new products (Flink Tableflow WarpStream/BYOC) and distribution (AWS AI Agents Marketplace FedRAMP) that can re-accelerate growth with margin expansion"
X Link 2025-08-10T13:34Z [---] followers, [----] engagements

"$CFLT @confluentinc "The first is replacing CSP streaming offerings with Confluent. We have had success displacing these CSP offerings with win rates well above 90%." the market largely ignored the significance of this commentary. 🔥🔥 $QQQ $SPY #data #saas #cloud #stream @confluentinc $CFLT @confluentinc "We have had success displacing these CSP offerings with win rates well above 90%. This is an area where we feel our product capabilities and TCO story have improved enormously over the last year with differentiated offerings." $QQQ $SPY #saas #cloud #data https://t.co/EO7wEZl7dd"
X Link 2025-08-11T17:52Z [---] followers, [---] engagements

"$CFLT can significantly benefit by powering the incoming multi-agent era for the enterprises; production ai use cases already growing exponentially the central nervous system $QQQ $SPY #data #cloud #stream #agent Right now most companies are either drowning in disconnected AI agents or trying to glue them together into one massive system. There's a better way. In @seanfalconer's new article in @Techstrongai he explores the solution to this problem: treating agents like microservices https://t.co/d3L1Id9sJa Right now most companies are either drowning in disconnected AI agents or trying to"
X Link 2025-08-12T18:34Z [---] followers, [---] engagements

"compute and power are two key ai constraints. $CFLT if hyperscalers and customers widely adopted Confluent's real-time event streaming instead of (or on top of) batch processing theres a credible case for cost and power savings in many workloads 💰💰 $QQQ $SPY #data #cloud"
X Link 2025-08-12T19:51Z [---] followers, [----] engagements

"$CFLT is a highly attractive data infrastructure acquisition target. sensitivity analysis below: $55 per share if $20B TEV offer. 💰💰 don't just invest in GPUs / DCs #saas #cloud #data #stream $MSFT $GOOG $AMZN $META $CSCO $ORCL $CRM #databricks $SNOW"
X Link 2025-08-14T20:12Z [---] followers, [---] engagements

"$CFLT @confluentinc Confluent Unlocks Scalable Real-Time Agentic AI With Streaming Agents a new capability in Confluent Cloud for Apache Flink that makes it easy to build and scale AI agents that monitor reason and act on real-time data. https://finance.yahoo.com/news/confluent-unlocks-scalable-real-time-130000395.html https://finance.yahoo.com/news/confluent-unlocks-scalable-real-time-130000395.html"
X Link 2025-08-19T13:16Z [---] followers, [---] engagements

"Databricks is now valued at $100B in addition to investing in new products it expects to use a portion of the latest funds for M&A in AI and hiring top talent in the sector. I think this is very very very bullish for $CFLT @confluentinc. https://www.reuters.com/business/databricks-eyes-over-100-billion-valuation-investors-back-ai-growth-plans-2025-08-19/ https://www.reuters.com/business/databricks-eyes-over-100-billion-valuation-investors-back-ai-growth-plans-2025-08-19/"
X Link 2025-08-19T22:16Z [---] followers, [---] engagements

"$CFLT keeps on shipping great products 🚀 $QQQ $SPY #data #cloud #stream #saas #databricks $NVDA $PLTR $MSFT $AMZN $GOOG $CSCO $ORCL $SNOW The @confluentinc Q3 [--] launch is here: #StreamingAgents cheaper #Cloud networking new connectors and upserts into #ApacheIceberg. Build production-ready agents natively on #ApacheKafka + #ApacheFlink - real-time #AI without fragile integrations. #DataStreaming https://t.co/XSh9JgAKqD The @confluentinc Q3 [--] launch is here: #StreamingAgents cheaper #Cloud networking new connectors and upserts into #ApacheIceberg. Build production-ready agents natively on"
X Link 2025-08-20T19:03Z [---] followers, [---] engagements

"$CFLT is the right architecture for enterprise-grade ai agents. it is also more cost efficient on compute and power best of all stock is still on sale. $QQQ $SPY $NVDA $ORCL $CSCO $GOOG $MSFT $AMZN #data #cloud #AWS #databricks $SNOW Go beyond chatbotsstart working towards agents that watch understand + react. @seanfalconers article in @thenewstack explores the architecture needed to power this system why stateful stream processing is necessary + how Apache Flink can help. https://t.co/4xF1X5MvP5 Go beyond chatbotsstart working towards agents that watch understand + react. @seanfalconers"
X Link 2025-08-28T22:21Z [---] followers, [---] engagements

"$CFLT next stage ai enabler play 🔥 Modern AI and analytics need flexibility interoperability and consistency in data. Thats why Confluent and @GoogleCloud are advancing Apache Iceberg as the open standard. With Tableflow Kafka topics seamlessly become Iceberg tables removing silos simplifying architectures Modern AI and analytics need flexibility interoperability and consistency in data. Thats why Confluent and @GoogleCloud are advancing Apache Iceberg as the open standard. With Tableflow Kafka topics seamlessly become Iceberg tables removing silos simplifying architectures"
X Link 2025-09-03T20:15Z [---] followers, [---] engagements

"$FIG Figma is still a $27B company after todays 20% selloff $U Unity is now a $17B company after this earnings season $CFLT Confluent is only a $6B company down 33% YTD - this absolutely makes zero sense $QQQ $SPY #data #agent #saas #cloud #ai"
X Link 2025-09-04T22:53Z [---] followers, [---] engagements

"$CFLT should be by a hyperscaler. $AMZN $MSFT $GOOG $NVDA $PLTR $CSCO $ORCL $CRM $AMD #databricks $SNOW #anthropic #stream #data #cloud #saas MY M&A PREDICTIONS H2 [----] DevOps: $GTLB by a strategic (eg $AMZN Anthropic etc.) $CFLT by Fransisco Partners $ESTC by Bain Cap $PD () by TPG Cyber: $S by Vista $OKTA by Blackstone $TENB by A-KKR SaaS: $MNDY by Thoma Bravo $CLBT by KKR These companies are just too cheap. PE https://t.co/zFJKtEXXHR MY M&A PREDICTIONS H2 [----] DevOps: $GTLB by a strategic (eg $AMZN Anthropic etc.) $CFLT by Fransisco Partners $ESTC by Bain Cap $PD () by TPG Cyber: $S by"
X Link 2025-09-04T23:01Z [---] followers, [---] engagements

"$CFLT why Confluent is a 10x stock $QQQ $SPY #data #stream #batch #saas #cloud #agent #ai #10x"
X Link 2025-09-05T17:06Z [---] followers, [---] engagements

"$CFLT it takes time on a sale process or can move very fast (even before earnings). floor is set for now. all upside from here on. $CFLT @confluentinc is the most obvious hidden gem in the ai and data landscape. the right hyperscaler will gain the strongest edge and achieve the next level unlock. 🦾🦾 $QQQ $SPY $NVDA $ORCL $CRM $GOOG $MSFT $AMZN $AVGO $MDB #databricks $SNOW $NOW $PLTR $CSCO $CFLT @confluentinc is the most obvious hidden gem in the ai and data landscape. the right hyperscaler will gain the strongest edge and achieve the next level unlock. 🦾🦾 $QQQ $SPY $NVDA $ORCL $CRM $GOOG"
X Link 2025-10-14T15:18Z [---] followers, [---] engagements

"not just $CRCL Circle $FISV Fiserv is also an emerging stablecoin leader The market just doesnt understand this yet. $QQQ $SPY #fintech #blockchain #deepvalue"
X Link 2025-12-27T06:27Z [---] followers, [---] engagements

"Fiserv is quietly building digital-asset rails at scale: FIUSD (fully reserved USD-backed) + a digital-asset platform embedded into its banking & payments stack. Partners include Circle + Paxos + Solana plus PayPal (FIUSD PYUSD interoperability) and Mastercard (stablecoin cards + merchant settlement/on-off ramps). $FISV https://twitter.com/i/web/status/2004806307170365547 https://twitter.com/i/web/status/2004806307170365547"
X Link 2025-12-27T06:47Z [---] followers, [--] engagements

"eMarketer: $FISV Fiserv and $TOST Toast use Al to enhance POS offerings at NRF The news: Fiserv and Toast launched AI tools that analyze in-store shopping behaviors and streaming retail operations at the National Retail Federation Show in New York. Fiservs Unknown Shopper lets merchants connect card activity to customer profiles with demographic information for vendors without rewards programs. This helps merchants better target their marketing efforts. And Toast IQ an AI assistant can help with inventory pricing and catalog insights. https://twitter.com/i/web/status/2009806024820306309"
X Link 2026-01-10T01:54Z [---] followers, [---] engagements

"🚀 Bullish on Fiserv $FISV With the Credit Card Competition Act potentially reshaping the playing fieldand a possible rate cap on the horizonFiserv stands out as a key infrastructure winner. More competition in routing and a fairer fee environment can actually highlight Fiservs unique role as the backbone of flexible payment solutions. In other words: while others worry we see Fiservs stock gearing up for a nice ride upward. $FISV https://twitter.com/i/web/status/2012839227885846818 https://twitter.com/i/web/status/2012839227885846818"
X Link 2026-01-18T10:47Z [---] followers, [---] engagements

"@Fiserv @Microsoft @MicrosoftAzure @Microsoft365 more good news please 🙏"
X Link 2026-01-20T10:42Z [---] followers, [--] engagements

"$FISV Fiserv is mainly operating in North America with less than 20% rest of world as total revenues. now imagine its rapidly going global (yes Greenland too) to cover the West more good news to come - the Fiserv transformation is taking place in front of us yet the market too slow to price it in. $QQQ $SPY #fintech #turnaround Fiserv is expanding its AsiaPacific footprint through a new strategic partnership with Sumitomo Mitsui Card Company to bring the @clovercommerce suite of products to Japan. Learn more: https://t.co/U4OvqqBdk3 https://t.co/x6CO6taxO4 Fiserv is expanding its AsiaPacific"
X Link 2026-01-22T16:30Z [---] followers, [---] engagements

"@Fiserv @clovercommerce more good news"
X Link 2026-01-23T12:54Z [---] followers, [--] engagements

"$FISV Fiserv team is executing @Fiserv this upcoming earnings is the most critical one to restore the markets confidence in the stock. 🚀🚀 $QQQ $SPY #fintech Fiserv and @Affirm are bringing payovertime to thousands of U.S. banks and credit unions on Fiservs debit network to offer the flexible transparent payment options consumers expectwithout building new lending products. Click here to learn more: https://t.co/uNlIhGa9Uk https://t.co/4KGSATwYOD Fiserv and @Affirm are bringing payovertime to thousands of U.S. banks and credit unions on Fiservs debit network to offer the flexible transparent"
X Link 2026-01-26T17:05Z [---] followers, [---] engagements

"This is why I like $FISV. 🔥 Affirm gets distribution but Fiserv owns the bank/CU distribution and the rails. Pay-over-time becomes a native feature for debit issuers on Fiserv - raising switching costs and defending share vs fintech wallets. $QQQ $SPY"
X Link 2026-01-27T06:59Z [---] followers, [---] engagements

"$FISV Fiservs stock performance of [----] is going to be like that of $MU stock last year. 🔥🚀 solid business fundamentals. potential upside catalysts. ridiculously low valuations. 💰💰 mark this post $QQQ $SPY"
X Link 2026-01-28T10:42Z [---] followers, [---] engagements

"@jevgenijs liking this Fiserv management team"
X Link 2026-01-28T10:46Z [---] followers, [--] engagements

"Nipah virus doesnt seem as transmissible as Covid. In any case please control the local outbreak asap so no chance for any accident or further mutation. $QQQ $SPY"
X Link 2026-01-29T09:31Z [---] followers, [--] engagements

"$FISV whats going on"
X Link 2026-01-29T15:23Z [---] followers, [---] engagements

"$FISV FISERV is unstoppable 🔥 going to be one of the greatest stock rebounds in [----] $QQQ $SPY Today Fiserv announced an expanded strategic commitment with @ServiceNow to accelerate AI-driven transformation across the enterprise. Read the announcement here: https://t.co/bFt3iE1VMI https://t.co/BPrXnmgPQP Today Fiserv announced an expanded strategic commitment with @ServiceNow to accelerate AI-driven transformation across the enterprise. Read the announcement here: https://t.co/bFt3iE1VMI https://t.co/BPrXnmgPQP"
X Link 2026-01-30T01:01Z [---] followers, [----] engagements

"$FISV I love this direction or at least the thought as a Fiserv shareholder too $fisv(Fiserv).Why private equity or Activist Investor no making a move yet on fiserv Just breaking down the [--] core businesses. the valuation should [-----] Billion($310 per share).CLOVER WORTH [----] B(7x revenue).Banking core 90B(15x ebita) and payment and issuing [--] B(12x ebita) $fisv(Fiserv).Why private equity or Activist Investor no making a move yet on fiserv Just breaking down the [--] core businesses. the valuation should [-----] Billion($310 per share).CLOVER WORTH [----] B(7x revenue).Banking core 90B(15x ebita) and"
X Link 2026-01-30T15:05Z [---] followers, [---] engagements

"when ai agents are having their own Reddit to discuss creating new own religion and language when crypto prices are collapsing back to pre-Trump level its much safer and wiser to put our hard earned money to invest in a boring cash cow like $FISV Fiserv traded at historic low valuation. we should prefer humanity and traditional commerce. why invest in our own destruction $QQQ $SPY https://twitter.com/i/web/status/2017768371958456810 https://twitter.com/i/web/status/2017768371958456810"
X Link 2026-02-01T01:14Z [---] followers, [--] engagements

"Trump wouldnt hire Warsh if we will have a fed chair that doesnt support lower rates. Its the only way to keep the good old USA financed. gold will make new high"
X Link 2026-02-01T04:54Z [---] followers, [--] engagements

"everyone should own some gold. we love the USA but we are looking at an about $40T debt death spiral. its impossible to talk about a strong dollar anymore. $QQQ $SPY"
X Link 2026-02-02T02:12Z [---] followers, [--] engagements

"so is Kevin Warsh a fake hawk he is clearly a realist to land the chairman job. he must have agreed to work with Trump on things that matter to the administration not only the affordability crisis but also the $40T debt death spiral. now please tell us how we can have a strong dollar how rates cannot be lowered and lowering $QQQ $SPY https://twitter.com/i/web/status/2018221775629566083 https://twitter.com/i/web/status/2018221775629566083"
X Link 2026-02-02T07:15Z [---] followers, [--] engagements

"$fisv no need to panic"
X Link 2026-02-03T16:17Z [---] followers, [---] engagements

"@Fiserv @ServiceNow need a strong earnings message. shareholders in deep pain"
X Link 2026-02-04T03:41Z [---] followers, [--] engagements

"$PYPL and $FISV now remind me of $MU in early [----] high quality businesses with no love ❤"
X Link 2026-02-04T13:30Z [---] followers, [---] engagements

"🎯🎯 $FISV the market is weird these days but this gives us opportunities also while everyone is drooling over the value $PYPL is its not the real financial undervalued gem is $FISV and very few people discuss it. I bet in [--] months it has materially outperformed painpal also while everyone is drooling over the value $PYPL is its not the real financial undervalued gem is $FISV and very few people discuss it. I bet in [--] months it has materially outperformed painpal"
X Link 2026-02-04T16:07Z [---] followers, [---] engagements

"the payments and fintech sector has to be bottomed already. valuation with no terminal value is absolutely insane. $QQQ $SPY Here is the thing with $PYPL. It is trading around 6.0x free cash flow. The question to ask yourself will the company generate enough free cash flow in six years to cover the entire valuation And will there be some sort of terminal value after six years If so this is a really Here is the thing with $PYPL. It is trading around 6.0x free cash flow. The question to ask yourself will the company generate enough free cash flow in six years to cover the entire valuation And"
X Link 2026-02-05T04:04Z [---] followers, [---] engagements

"@NikMilanovic @Fiserv cannot overestimate the software capabilities of banksNot every bank is JPM or GS. Trust credibility and compliance are moats too"
X Link 2026-02-05T04:24Z [---] followers, [--] engagements

"$CFLT Wells Fargo initiated coverage on Confluent Inc (NASDAQ:CFLT) with an Overweight rating and a $24.00 price target on Tuesday. The investment bank views @confluentinc as an "underappreciated AI beneficiary" and believes market concerns about do-it-yourself solutions using Kafka open-source software have been exaggerated. This perspective is supported by the companys impressive 23% year-over-year revenue growth and robust 74% gross profit margin. Wells Fargo notes that Confluent has established itself as "the standard for data streaming in an AI world becoming more real-time and complex""
X Link 2025-10-01T15:27Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing