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@OphirGottlieb Avatar @OphirGottlieb Ophir Gottlieb

Ophir Gottlieb posts on X about crowdstrike, $alab, $jmia, ai the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXX%

Social topic influence crowdstrike #69, $alab #39, $jmia #3, ai 9.52%, $rbrk 9.52%, $googl 9.52%, googl 9.52%, liquidity #1711, macro #484, $mp XXXX%

Top accounts mentioned or mentioned by @asteralabs @crowdstrike @specialsitsnews @cnbc @charliedotts @factset @jumianigeria @cnbcafrica @rubrikinc @realsimpleariel @beatshort @frostbyte123456 @patchangel2

Top assets mentioned Crowdstrike Holdings Inc (CRWD) Astera Labs, Inc. Common Stock (ALAB) Rubrik, Inc. (RBRK) Alphabet Inc Class A (GOOGL) MP Materials Corp. (MP) Morgan Stanley (MS) Marvell Technology Inc (MRVL) Zscaler Inc (ZS) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last XX hours

"source: 2/2"
X Link 2025-12-10T14:53Z 146.7K followers, 1743 engagements

"$MP Morgan Stanley upgrades rare earth stock says the U.S. has chosen it as solution to Chinas dominance. via @CNBC"
X Link 2025-12-05T14:19Z 146.7K followers, 3601 engagements

"$ALAB $MRVL nnn @AsteraLabs is no longer a retimer company. Its a fabric + connectivity platform company. Retimers are the entry-level product in Asteras portfolio. MRVL has always had retimers. And the competitive dynamics havent changed. Marvells strength is Ethernet switching and DPUs not PCIe signal conditioning or rack-scale fabrics. This release is marketing not a shift in competitive landscape"
X Link 2025-12-09T15:04Z 146.7K followers, 8288 engagements

"$JMIA Update for two full months (Oct + Nov) Orders 5.1M; +30% YoY GMV +35% YoY; +41% ex-corp sales Quarterly Active Customers +26% YoY Jumia Logistics packages +28% YoY Nigeria orders +28%; GMV +45% YoY Ghana orders +81% GMV +132% YoY Ivory Coast orders +17% GMV +26%YoY"
X Link 2025-12-10T15:14Z 146.7K followers, 6456 engagements

"$ZS bananas AI security pillar +80% YoY; already surpassed full year expectations three quarters early. 1/"
X Link 2025-11-25T21:36Z 146.7K followers, 17.1K engagements

"$RBRK Huge * Expanded our partnership with CrowdStrike to enhance identity security. * Achieves AWS Resilience Competency for Recovery * $MSFT partner of the year (healthcare / life sciences) * $GOOGL Cloud partner of the year (Infra modernization) * Cloud ARR +53% YoY 1/"
X Link 2025-12-04T21:26Z 146.7K followers, 7748 engagements

"Macro bears always underestimate how far markets can levitate on liquidity alone. 20202021 proved it. 2013 proved it. 2009 proved it. Liquidity flows front-run fundamentals. Vol is already crushed. Dealers are long gamma in spots but structurally short convexity over longer horizons. Systematic funds are under-allocated to equities relative to their trend signals but will buy mechanically on strength. Real-money portfolios remain defensively positioned after a long period of macro uncertainty. Cash reserves extremely high. HF gross exposure rose but net exposure is back to 2022 levels which"
X Link 2025-12-10T20:56Z 146.7K followers, 1734 engagements

"$ALAB $GOOGL @AsteraLabs eats complexity for breakfast. Google just served a larger portion. The earnings call literally emphasized this. ALAB wins when world is NOT all-NVDA Worst world for ALAB is single proprietary closed single vendor AI ecosystem"
X Link 2025-11-25T14:54Z 146.7K followers, 7215 engagements

"$CRWD @CrowdStrike "capitalizing on the AI-driven demand environment driving our pipeline to an all-time high." Last quarter (3-months ago) CRWD CFO at least XX% net new ARR growth in H2 2026. Well. we got that. Record Q3 net new ARR $XXX million growth accelerates to XX% YoY Record cash flow from operations and FCF 1/"
X Link 2025-12-02T21:45Z 146.7K followers, 7376 engagements

"ADP payroll report was -32K vs +40K estimate but the issue is with small businesses. . and small businesses are the core of the United States economy. XX% of ppl work for these small businesses"
X Link 2025-12-03T14:06Z 146.7K followers, 3075 engagements

"$JMIA extending "BlackFriday" which for them is full month of Nov now all the way through Dec. Guidance is breakeven Q4 '26 and full year '27. I think Q4 '25 is a possibility ("possible not a prediction.") Estimate is $4.5M loss via @FactSet"
X Link 2025-12-04T15:42Z 146.7K followers, 16.9K engagements

"$RBRK Huge * Expanded our partnership with CrowdStrike to enhance identity security. * Achieves AWS Resilience Competency for Recovery 1/"
X Link 2025-12-04T21:14Z 146.7K followers, 9224 engagements

"@SpecialSitsNews Pain trade is higher imho. I can't believe im saying that. Liquidity blows through macro bear calls for a "top" and unless this is really just "reserve management" here comes liquidity"
X Link 2025-12-10T20:59Z 146.7K followers, XXX engagements