@Sunrise202086 DJ
DJ posts on X about $googl, $mdb, gpu, $zs the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] -83%
- [--] Month [------] +447%
- [--] Months [------] +53%
- [--] Year [------] +432%
Mentions: [--] #
Followers: [---] #
- [--] Week [---] no change
- [--] Month [---] +5.40%
- [--] Months [---] -14%
- [--] Year [---] +108%
CreatorRank: undefined #
Social Influence
Social category influence stocks finance technology brands us election automotive brands cryptocurrencies countries celebrities financial services
Social topic influence $googl, $mdb, gpu, $zs, nvda, cloudflare, fud, anthropic, acquisition, debt
Top assets mentioned Alphabet Inc Class A (GOOGL) MongoDB, Inc. (MDB) Zscaler Inc (ZS) Cloudflare, Inc. (NET) Datadog Inc (DDOG) QuantumCore (QBS) Tesla, Inc. (TSLA) Oracle Corporation (ORCL) CyberConnect (CYBER) TRUF.Network (TRUF) CULTS (CULTS) ROBOTAXI (ROBOTAXI) Bitcoin (BTC) Microsoft Corp. (MSFT) Snowflake Inc. (SNOW) ServiceNow Inc (NOW) Dell Technologies, Inc. (DELL) Palo Alto Networks Inc (PANW) Now Coin (NOW)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Beth_Kindig Where is $ZS on that chart"
X Link 2023-06-29T23:33Z [--] followers, [---] engagements
"@hhhypergrowth @FinallyFoolin is $SNOW just dead $"
X Link 2024-04-03T21:14Z [--] followers, [---] engagements
"@T36462509 @sv_techie OKTA 20% above breach price. What are you doing"
X Link 2024-05-09T01:25Z [--] followers, [--] engagements
"@ramahluwalia What $1B AI acquisition are you referring to for SNOW"
X Link 2024-05-30T04:26Z [--] followers, [---] engagements
"@BigBullCap These types of headlines havnt been moving needle on the horrific sentiment in SNOW. Let's see if that changes at some point"
X Link 2024-06-04T01:33Z [--] followers, [---] engagements
"@The_Growth_Inv @BigBullCap Indeed but it can change. Find it odd as people who own SNOW shouldn't care about the nickel EPS miss. Would be foolish not to load up on GPU now"
X Link 2024-06-04T02:16Z [--] followers, [--] engagements
"@Kross_Roads Like DBX didn't lean heavily on acquisition"
X Link 2024-06-23T21:18Z [--] followers, [---] engagements
"@Ethan_Invests @throwabull @Kross_Roads Who cares. Stock comp turns into buybacks down the road if the company reaches escape veracity this is just a distraction and bear nip"
X Link 2024-06-24T01:13Z [--] followers, [--] engagements
"@smartilliterate NVDA was [--] (adjusted) and CRWD [---] in the last [--] years on various scares"
X Link 2024-06-26T01:35Z [--] followers, [--] engagements
"@smartilliterate the enemy get a vote. SNOW can make moves too. Priced as a sinking ship"
X Link 2024-06-26T01:49Z [--] followers, [--] engagements
"@sv_techie The FUD crew has forgotten SNOW can make moves too. Likely it will"
X Link 2024-06-26T04:17Z [---] followers, [---] engagements
"@hhhypergrowth Is this a SNOW issue"
X Link 2024-07-12T15:31Z [--] followers, [--] engagements
"@FinallyFoolin He was very clear that CRWD is going to remain a trusted partner (not a competitor) going forward and he definitely didn't say anything about S. FUD is out of control"
X Link 2024-08-02T02:50Z [--] followers, [---] engagements
"@Geiger_Capital Yes this doesn't compare with Hulk Hogan for content"
X Link 2024-08-06T22:59Z [---] followers, [--] engagements
"@Geiger_Capital Let's bring Trump back to pressure the fed to lower rates cut taxes and grow debt. That will fix it"
X Link 2024-08-07T03:36Z [---] followers, [--] engagements
"@originsights Well said. With 4B in cash and adding [--] figure deals with current products they have a little breathing room"
X Link 2024-08-23T16:00Z [---] followers, [--] engagements
"@FinallyFoolin So they don't own any of their own GPUs I know most runs on AWS but didn't realize they don't need their own GPU as part of the workflow"
X Link 2024-08-26T01:30Z [---] followers, [---] engagements
"@nanalyzetweets SNOW FUD could be its own social media platform"
X Link 2024-09-01T01:14Z [---] followers, [--] engagements
"@ValueNotDeadYet Why do you think that Without mentioning stock price or GPU drag"
X Link 2024-09-17T13:47Z [---] followers, [--] engagements
"@ZaStocks Make it so. Sentiment certainly seems flushed. The Qs have not been THAT bad. I saw the CFO quote about not buying GPUs widely misunderstood on X last week. that doesn't mean they are not shipping good AI"
X Link 2024-09-20T00:50Z [---] followers, [---] engagements
"@ecommerceshares Settle down genius. Growth investors won their share too. Actually over time probably more than their share"
X Link 2024-09-25T01:07Z [---] followers, [---] engagements
"@BigBullCap @StockSavvyShay @RamaswmySridhar Respectable action today. [---] AH on convert news yest but maybe more are seeing that as not so negatively given their balance sheet. Maybe just maybe they have a pan"
X Link 2024-09-25T01:17Z [---] followers, [---] engagements
"@mattdcp @charliebilello Take it easy. There have been mistakes but pandemic did cause a fair bit of this and the response was heavy handed but also once a century issue. People have lost perspective"
X Link 2024-10-10T21:08Z [---] followers, [--] engagements
"@RedDogT3 So you think Trump and his [--] failed/ fake election lawsuits is a more honorable Come on. Not sure what the full sorry is but you are embarrassing yourself even comparing them"
X Link 2024-10-15T00:10Z [---] followers, [---] engagements
"@Dave4ster @geoffreywells @RedDogT3 Yes- massive debt accumulated and trust of allies lost. First [--] years economy mostly run off from previous policy so yeah I guess he had a few strong quarters on the dome of your kids debt. Not a bad run before trying to steal a second term. I see your point"
X Link 2024-10-15T02:22Z [---] followers, [--] engagements
"@cperruna Most of the MAGA cult probably"
X Link 2024-10-27T18:51Z [---] followers, [---] engagements
"@sv_techie So why [--] FPE. regulation I assumed it was search erosion as LLMs pop up everywhere. Maybe it's both. Or maybe it's mispriced. It was an AI winner for like [--] days last week after the report and ran into massive selling"
X Link 2024-11-03T07:10Z [---] followers, [---] engagements
"@RedDogT3 On households making [---] million so this is just FUD that won't affect people. Those making 100M hopefully smart enough to know the incremental tax they pay worth it to help support the budget and allow those below them to thrive. Just a scam to complain about this"
X Link 2024-11-03T16:06Z [---] followers, [--] engagements
"@dougclinton Medium - Heavy RDLs are close to a fountain of youth"
X Link 2024-11-04T17:38Z [--] followers, [--] engagements
"@RedDogT3 $DJT is fraud. just like DJT"
X Link 2024-11-05T14:30Z [---] followers, [---] engagements
"@ZaStocks Totally. I'm retiring off my pet rock collection- I just need to get a different con man elected president"
X Link 2024-11-12T03:44Z [---] followers, [--] engagements
"@will020914 @ZaStocks Interesting $NET and $DDOG shook off meh guidance. Would SNOW be given that"
X Link 2024-11-20T03:36Z [---] followers, [--] engagements
"@InvestiAnalyst $ZS+$CRWD is the way"
X Link 2024-11-21T03:27Z [--] followers, [---] engagements
"@sv_techie @FinallyFoolin IDK $DDOG [--] year chart to me screams reaccel in software/ applications. Quietly going bonkers after a decent not amazing Q"
X Link 2024-11-23T19:12Z [--] followers, [---] engagements
"@BigBullCap Big run and expensive but hard to ignore relatively tiny market cap for potential massive opportunity"
X Link 2024-11-27T02:07Z [--] followers, [---] engagements
"@najfah @zscaler A very successful [--] year old retiring. Yes very very fishy"
X Link 2024-12-03T03:13Z [--] followers, [--] engagements
"@jimcramer So NVDA parabolic for [--] year but software can't move up for a month"
X Link 2024-12-10T01:53Z [--] followers, [---] engagements
"@sv_techie @anuj_kapur According to ChatGPT quantum computing is expected to be a problem for traditional cloud cyber in 10-20 years"
X Link 2024-12-10T04:49Z [--] followers, [--] engagements
"@sv_techie $MDB moves in gaps. 10-20% is noting for that name"
X Link 2024-12-12T16:43Z [--] followers, [---] engagements
"@ryshab @drowsyinvestor Those are trading at similar P/S as NOW MSFT PANW etc. so actually that's completely wrong"
X Link 2024-12-13T02:27Z [--] followers, [--] engagements
"@sv_techie Yeah- theoretically good for consumption based and bad for head count. but hard to predict. My bigger fear is whistling past the downside of Trump. Tariffs corruption eventual break up with Musk (a private billionaire running policy for his benefit) but no way to time that"
X Link 2024-12-22T15:15Z [--] followers, [--] engagements
"@BenMartin661251 @DividendTalks Growth investors don't really care about SBC. Later that turns into buybacks. SBC helps attract top talent"
X Link 2024-12-23T00:30Z [--] followers, [--] engagements
"@ZaStocks Somewhat correlated but not related in any way. One is a ponzi scheme needing never ending dumb $ feeding it to stay alive one is risk appetite for future earnings power"
X Link 2024-12-26T02:46Z [--] followers, [--] engagements
"@epictrades1 NFL can't tolerate too many games like that. Not watchable"
X Link 2024-12-27T04:08Z [--] followers, [--] engagements
"@Jake__Wujastyk So load up $MDB Thats as toxic as i've seen in a while for debatable reasons"
X Link 2024-12-31T04:28Z [--] followers, [---] engagements
"@epictrades1 @apesnotleaving1 Start tracking the silly plain ignorant and offensive things the Trump family says daily. Cuddle up to the corrupt con man but it's going to have a price later"
X Link 2025-01-03T02:44Z [--] followers, [--] engagements
"@apesnotleaving1 @epictrades1 Highlight from last week- his "soft spot for tic tok". When he wanted it banned as a Chinese spy/ ntl security threat that was before it helped him get elected. Now it's ok. He would and will sell the country down the river any chance he gets to benefit himself. Hard to miss"
X Link 2025-01-03T03:05Z [--] followers, [--] engagements
"@apesnotleaving1 @epictrades1 But Biden- man- he stutters. Cant have that"
X Link 2025-01-03T03:06Z [--] followers, [--] engagements
"@saylor @epictrades1 Con [--] and Con 2"
X Link 2025-01-03T04:07Z [--] followers, [--] engagements
"@ZaStocks those stocks were ridiculous. Interesting SNOW and MDB were up while PLTR down. Sanity trade"
X Link 2025-01-08T21:27Z [--] followers, [--] engagements
"@epictrades1 92K more to go"
X Link 2025-01-09T20:37Z [--] followers, [---] engagements
"@StockMarketNerd Price to sales. Peak and declining margin. I'm not touching AMD though"
X Link 2025-01-12T01:21Z [--] followers, [--] engagements
"@Jake__Wujastyk The components on Truflation look like there is a chance. No way to know for sure though short term"
X Link 2025-01-15T01:58Z [--] followers, [---] engagements
"@sv_techie Altman asked Elon to put America first. I'll give this whole thing a few weeks. People forgot Trump is incompetent and doesn't do anything he says he's just here for the con"
X Link 2025-01-23T03:06Z [--] followers, [---] engagements
"@sv_techie Either way $MDB $SNOW should catch a little more tailwind. Hopefully they are the right products ;) http://et.al http://et.al"
X Link 2025-01-23T03:40Z [--] followers, [---] engagements
"@broudsov @Mylovanov US military will not execute illegal orders as that would be"
X Link 2025-02-03T03:58Z [--] followers, [---] engagements
"@scenicnights @Ashton_1nvests Crazy how many things GOOGL working on. They have quietly taken a lead in autonomous driving quantum computing and have toe holds in dozens of AI related longer shots. They maybe the ones doing the replacing"
X Link 2025-02-13T03:12Z [--] followers, [--] engagements
"@JorgeAvalos1 And they will appeal and maybe in [----] it happens when they have moved on already or not. Hard to break up companies"
X Link 2025-03-14T04:09Z [--] followers, [--] engagements
"@01Core_Ben See: Russia Hungary North Korea. His crushes"
X Link 2025-04-04T19:41Z [---] followers, [--] engagements
"@munster_gene Absurd take. Sentiment / trump driven moves. We all know it's gonna fade if the tape weakens. You clearly have an agenda"
X Link 2025-04-25T14:40Z [---] followers, [--] engagements
"@PalisadesGuy @buccocapital google is innovating like crazy. just about every growth area of this time they have a hand in the jar"
X Link 2025-05-14T00:26Z [---] followers, [---] engagements
"@sv_techie My gut is this will come down to a very marginal but not zero safety edge which will be determinative. Who wants the ever so slightly less ride People are sending their kids to school in Waymo in Pac Hts"
X Link 2025-05-20T00:27Z [---] followers, [--] engagements
"@joecarlsonshow the Kodak call is even more absurd"
X Link 2025-05-21T21:30Z [---] followers, [---] engagements
"I was quite worried about this also. Just went to my oldest HS grad night- all the student speakers had written speeches about living life [--] day at a time seize the day optimistic outlooks etc. and getting g to know them it's the same. They maybe ok TBH. Though I can see the concern"
X Link 2025-06-19T02:22Z [---] followers, [----] engagements
"@KoyfinCharts Again this is incorrect. Widely reported incorrectly. They EXCLUDE companies from the list where they expect multiple contraction vs the market. It's NOT a prediction of [--] largest. Same story APPLE"
X Link 2025-06-20T20:18Z [---] followers, [----] engagements
"@Cheshir3Cap @jbulltard1 Ah- you think search decline is breaking news ✅"
X Link 2025-06-21T00:15Z [---] followers, [--] engagements
"@donbenito888 Nope. Both of its products are better unless hype is the criteria. Or cults"
X Link 2025-06-23T20:02Z [---] followers, [--] engagements
"@donbenito888 Well when robotaxi gets to 10M paid rides with superb safety record we can re evaluate. It's at zero at the moment"
X Link 2025-06-23T20:15Z [---] followers, [--] engagements
"@TamirTiko2110 Based on zero safe paid rides for TSLA ditch lidar They think it's safer. Why would that have changed"
X Link 2025-06-23T20:21Z [---] followers, [--] engagements
"@TheRayMyers The counter point is retail doesn't sell. See Bitcoin which trades at an even higher multiple ;)"
X Link 2025-06-25T18:56Z [---] followers, [----] engagements
"@danielnewmanUV Likely they will. These things go in steps. No single data point is definitive. Bloomberg reporting they are about to release [---] Deepseeks"
X Link 2025-06-27T01:53Z [---] followers, [--] engagements
"Yeah. It maybe a little more but 3X clearly isn't their business model. People love it but i doubt more than a modest premium works. IF they win it will be incremental safety edge over human or tesla which people will choose and pay for. Seems like where this is headed IMO but we need data"
X Link 2025-06-27T04:26Z [---] followers, [--] engagements
"@The_AI_Investor @danielnewmanUV why"
X Link 2025-06-28T03:25Z [---] followers, [--] engagements
"@The_AI_Investor @danielnewmanUV"
X Link 2025-06-28T03:26Z [---] followers, [--] engagements
"@ALEXEIMARTOV @sv_techie @merovingian_man @blondesnmoney That plan would have missed every software stock in the last [--] years many of which are up 2-300%"
X Link 2025-07-07T02:47Z [---] followers, [---] engagements
"Agree. $MDB to me has a chance. There were many pos last Q. Customer count is strong they actually re accelerated Atlas growth y/y even with April dip. Maybe this is finally the data guys year. I want to see SNOW and MDB 2H. It makes sense - hearing more about building apps than training LLMs now"
X Link 2025-07-07T03:08Z [---] followers, [--] engagements
"@BlueDuckCap Did you read that or are you a click bait hero mRNA not mentioned. So i guess IK the answer"
X Link 2025-07-08T18:16Z [---] followers, [--] engagements
"@ItsAmeKaaay Tesla cult. Waymo quietly will win"
X Link 2025-07-19T03:44Z [---] followers, [--] engagements
"@shashj $NET has been on this for some time and is leading the way to a new model"
X Link 2025-07-19T14:50Z [---] followers, [--] engagements
"@thecatwhochats @ObservatoireUS @shashj Of course it's not. There will be a new model AI will pay its way cloudflare will give people options it will sort its self out. The thought that the web just dies off is thinking too small"
X Link 2025-07-19T14:59Z [---] followers, [--] engagements
"@ObservatoireUS @thecatwhochats @shashj Cloudflare offers it. Huge numbers have signed up"
X Link 2025-07-19T16:42Z [---] followers, [--] engagements
"@ItsAmeKaaay @dividendology Regulatory still looms. Otherwise re rate this to high 20s P/E"
X Link 2025-07-24T01:57Z [---] followers, [--] engagements
"@CharlieZvible @buccocapital Cloudflare is allowing you to ok search crawlers but block or charge AI crawlers"
X Link 2025-07-24T13:07Z [---] followers, [--] engagements
"@joecarlsonshow Davis Sachs AI czar hates google and Trump likes to keep leverage. Not sure there is any more to it- hopefully it clears in August then the DOJ comes out"
X Link 2025-07-25T21:33Z [---] followers, [----] engagements
"@Geramac7 @joecarlsonshow Based on the response this is likely a mistake but i'll bite- what part do you not agree with"
X Link 2025-07-26T00:12Z [---] followers, [--] engagements
"@ItsAmeKaaay Not buying ZS after Wiz deal. Also by the way huge chunk of ZS business is Microsoft [---] acts"
X Link 2025-07-30T23:27Z [---] followers, [--] engagements
"@amitisinvesting @StockMKTNewz Govt spends too much. For sure. But hiding in your own ponzy currency is a very cynical and borderline evil thing to do in response. We are all in this together and gotta fix it. Curios if you use some BTC to pay e.g. teachers or police pensions I'm sure you do- right"
X Link 2025-08-09T20:00Z [---] followers, [---] engagements
"@FinallyFoolin Bunch of aggressive down days lately like someone knows something but I was optimistic for the Q. Hopefully it's good"
X Link 2025-08-10T02:22Z [---] followers, [---] engagements
"@DivesTech @CNBC @CNBCPro Google invented both AI and search. They are gonna have a vote"
X Link 2025-08-10T16:32Z [---] followers, [--] engagements
"@samsolid57 Please. Gangster policy from the US government is. not bullish"
X Link 2025-08-10T21:02Z [---] followers, [---] engagements
"@buccocapital So $SNOW DATB $MDB now Someone always getting accelerated"
X Link 2025-08-10T21:24Z [---] followers, [---] engagements
"@renegade7788 @bgurley Google will be just fine"
X Link 2025-08-11T03:32Z [---] followers, [--] engagements
"@StockSavvyShay @FuturumEquities Making a case PLTR isn't expensive is silly. If you want to hold something at a valuation that's never worked in human history go for it. Maybe this time is different"
X Link 2025-08-24T15:11Z [---] followers, [---] engagements
"@quantum9412 @StockSavvyShay @FuturumEquities As long as they walk on water for 40-50 quarters it will work out fine"
X Link 2025-08-24T18:31Z [---] followers, [--] engagements
"@RihardJarc Huge deal with Servicenow also"
X Link 2025-08-29T23:50Z [---] followers, [---] engagements
"@DeItaone Something to distract from the disaster developing with Russia-China-India own goal. Probably national guard to a blue city or some other fake bravado BS"
X Link 2025-09-02T02:25Z [---] followers, [----] engagements
"@davey_juice How many companies do you have growing 20% at [--] billion scale"
X Link 2025-09-03T02:26Z [---] followers, [--] engagements
"@davey_juice Smart. I don't think we see [----] bubble type action again for a while i guess outside of PLTR"
X Link 2025-09-03T03:05Z [---] followers, [--] engagements
"@mansteezer @markoinny DOJ overhang cleared kodak death narrative debunked etc "
X Link 2025-09-16T00:53Z [---] followers, [--] engagements
"@LeoOD3 @SpencerHakimian His IQ 😂"
X Link 2025-09-24T17:23Z [---] followers, [--] engagements
"@fools_gd @TheRayMyers they are giving it away and still losing ground to CRWD"
X Link 2025-09-27T04:02Z [---] followers, [--] engagements
"@bryce Coronado Island"
X Link 2025-10-05T20:27Z [---] followers, [---] engagements
"@bryce The Dell Orange ave can't go wrong especially if it's nice out"
X Link 2025-10-05T21:28Z [---] followers, [--] engagements
"@buccocapital Me too but also 20% Google leaps because that stock isn't dumb here"
X Link 2025-10-14T00:49Z [---] followers, [----] engagements
"@StockMKTNewz Valuation still too high on a cashflow yield basis. should see support around the Need More Dopes level"
X Link 2024-12-19T02:06Z [---] followers, [---] engagements
"@OGCapital25 Yet At this point Druckemiller is not really positive on stocks. Holding his nose to be a little long"
X Link 2025-10-18T22:43Z [---] followers, [---] engagements
"@Globalmess65 Why stupid It's not ORCL air math this stuff exists"
X Link 2025-10-23T20:40Z [---] followers, [--] engagements
"@LSonderheim007 We will see. getting a top exec from NET a company riding super strong momentum doesn't exactly sound like a blowup in the making. I'd guess strategic rather than doom"
X Link 2025-11-03T15:41Z [---] followers, [--] engagements
"@buccocapital Yes. For [--] weeks it looked like OAI & ORCL were going to come over the top and dunk on everybody but that's in question now"
X Link 2025-11-08T03:24Z [---] followers, [---] engagements
"@accrued_int And DIS sorted out"
X Link 2025-11-16T16:31Z [---] followers, [--] engagements
"@Venu_7_ @VictorishB123 is it moving in the overnight $net"
X Link 2025-11-17T01:45Z [---] followers, [--] engagements
"@Wiseman_Cap Who is gonna benefit more from AI robotics This sentiment selloff if nuts"
X Link 2025-11-19T16:38Z [---] followers, [----] engagements
"@BucknSF @buccocapital As a customer not a feature"
X Link 2025-11-21T04:31Z [---] followers, [--] engagements
"@BucknSF @buccocapital Dicey but I feel OAI FUD maybe came on a little too fast after those disastrous interviews"
X Link 2025-11-21T04:33Z [---] followers, [--] engagements
"@epictrades1 @CNBC Why did he sell it at 145"
X Link 2025-11-23T20:07Z [---] followers, [---] engagements
"@Xil_llix @The_AI_Investor But NVDA isn't the only game in town anymore. Not sure it's true they only have a fraction of what they need. I mean everyone needs more that's known"
X Link 2025-11-23T20:50Z [---] followers, [--] engagements
"@Globalmess65 29x [----] EPS. Not a tragedy"
X Link 2025-11-24T22:51Z [---] followers, [--] engagements
"@The_AI_Investor Um going from the only game in town with insane margins to not the only game in town is not insignificant"
X Link 2025-11-25T02:44Z [---] followers, [----] engagements
"@plantmath1 Goog curious for sure. Hard to rip off the bandaid"
X Link 2025-11-29T02:19Z [---] followers, [---] engagements
"@futureman1977 @The_AI_Investor Few days of holiday action means nothing. NVDA will be fine but people denying that going from the only game in town to not the only game in town doesn't matter are wrong. And at 4.5T i'm not sure which situation is priced in"
X Link 2025-11-29T04:07Z [---] followers, [--] engagements
"@The_AI_Investor @danielnewmanUV GPUs are almost certainly better. But the situation has in fact changed. And NVDA is 4.5T market cap on being the only player which is isn't anymore"
X Link 2025-11-29T23:54Z [---] followers, [--] engagements
"@GoBirds555 @Wiseman_Cap Tough reply but reality = barely growing faster [---] isn't twice [---] by adult math. Also trades at almost [--] X the multiple. Very odd situation"
X Link 2025-12-02T21:57Z [---] followers, [--] engagements
"@futureman1977 @StockMarketNerd Given ZS i'm surprised not down a lot"
X Link 2025-12-02T22:28Z [---] followers, [--] engagements
"@danielnewmanUV @FuturumEquities CUDA lock in may also make some customers avoid GPU. Competition is coming even if NVDA is top dog not alone anymore. All the cope in the world does t change that. Let's see how it plays out"
X Link 2025-12-03T23:46Z [---] followers, [---] engagements
"@jaminball $PANW there and $ZS not be beyond dumb"
X Link 2025-12-05T23:50Z [---] followers, [---] engagements
"@epictrades1 @swingtrader003 But has it ever actually happened I suspect NVDA isn't sure legally how to do this. Maybe they have figured it out but boy that's a hell of a slippery slope sharing revenue"
X Link 2025-12-08T22:14Z [---] followers, [---] engagements
"@futureman1977 @The_AI_Investor Is it even legal. To pay the government part of your revenue. I'm sure NVDA will figure this at out but this is a slippery slope. What if the con man decides 25% on other sales too in a year or two. I'm sure they have reservations"
X Link 2025-12-09T04:59Z [---] followers, [--] engagements
"@swingtrader003 @epictrades1 Not long or short NVDA just try to push back against blind NVDA fan boys. This deal stinks. I doubt NVDA board will even allow sales under a corrupt arrangement like this. It's been the trade of a lifetime for many but it's clearly near the end"
X Link 2025-12-09T17:37Z [---] followers, [---] engagements
"@beffjezos Google still best model on polymarket. Anthropic owns enterprise. Code Red is real even if Google is close second which it's currently not"
X Link 2025-12-11T21:52Z [---] followers, [---] engagements
"@Wiseman_Cap Rage hiking"
X Link 2025-12-18T21:00Z [---] followers, [---] engagements
"@Mr_Derivatives Bot farms knee jerk defense of Trump"
X Link 2025-12-20T21:02Z [---] followers, [---] engagements
"@UofMichFanYupp @Mr_Derivatives Lovely- then just release the files"
X Link 2025-12-20T23:25Z [---] followers, [--] engagements
"@InvestorDFW1 It's 20% off its high after a good Q. Can't crash out if it bounces back a little"
X Link 2025-12-22T02:19Z [---] followers, [--] engagements
"They stopped at intersections because there was no lights and the back up / red blinking wasn't working either. I was in the mess created and 20% of humans rolled right through not realizing it was a defacto stop sign. Stalled waymo human accidents in some cases. I'll take the waymo"
X Link 2025-12-22T03:06Z [---] followers, [---] engagements
"@Mr_Derivatives People will get bored of gambling when it stops gapping higher. RIP BTC scam"
X Link 2025-12-24T02:27Z [---] followers, [---] engagements
"@CaseyVSilver Yes- when a leader buys someone it's the base case- playing defense. TPU AVGO are hard charging"
X Link 2025-12-26T01:14Z [---] followers, [--] engagements
"@prztaktrades yes at [---] T or 1/5th of US GDP its a total bargain"
X Link 2025-12-26T03:05Z [---] followers, [--] engagements
"@samsolid57 @RenoHemonc @fiscal_ai $ZS will come ripping back once people remember its one a the best growth stories out there. Most don't care about some SBC which will turn into buybacks in a few years once it's more mature"
X Link 2025-12-30T01:41Z [---] followers, [--] engagements
"@sv_techie Finally a use case"
X Link 2025-12-30T16:40Z [---] followers, [--] engagements
"@sv_techie Matthew Prince has been saying this for 2+ years. We will see. Likely a combo of both"
X Link 2026-01-04T04:31Z [---] followers, [--] engagements
"@futureman1977 Way wrong. It will move eventually but they are not spinning out AWS for a pop in the stock. Along with adds it's a big picture"
X Link 2026-01-06T20:17Z [---] followers, [--] engagements
"@kingiferous Probably both. Both names held that multiple and higher for 6-7 years and returned huge gains. Everyone crashing out on the drawdown but it par for the course"
X Link 2026-01-10T05:33Z [---] followers, [--] engagements
"@KairosPraxis @Qa5679 It's 25X NTM.Still high but not crazy like [----] or PLTR now. But everyone misses the point that TAM vs Mkt cap matters and that's why it's always so high. It's still tiny compared to big tech where they could have a role"
X Link 2026-01-11T01:25Z [---] followers, [--] engagements
"@WisemanCap $NOW"
X Link 2026-01-20T01:18Z [---] followers, [----] engagements
"@Mr_Derivatives Remove all fascists in government bring back actual intelligent conservatives and start over. That's what's coming but unfortunately it's gonna take a long time which will be more chaos"
X Link 2026-01-25T23:53Z [---] followers, [--] engagements
"@jamesonhaslam This is however your fault. It was alway a the painfully obvious outcome of a vote for Trump. it was called out to a tee many times by Harris and others. History will remember I hope"
X Link 2026-01-26T01:43Z [---] followers, [--] engagements
"@Minnvestor How is MSFT AMZN"
X Link 2026-01-31T04:16Z [---] followers, [----] engagements
"@buccocapital The problem is everything is high. Vanguard Value ETF P/E is over 20"
X Link 2025-12-09T03:58Z [---] followers, [----] engagements
"@MrMikeInvesting Don't she sell stock I've seen the opposite of bullish trades posted by her"
X Link 2026-01-27T03:48Z [---] followers, [----] engagements
"@WisemanCap Beat and raise"
X Link 2026-01-28T21:29Z [---] followers, [----] engagements
"@buccocapital This is starting to sound like Get off my Lawn Or maybe never invest in growth companies"
X Link 2026-01-30T21:51Z [---] followers, [----] engagements
"@FIREDUpWealth @VulcanMK5 @WisemanCap Yup- most of my huge gains were not timed at exact bottom or close.Trust the process"
X Link 2026-01-31T19:11Z [---] followers, [--] engagements
"@bgurley But 50% believe Trump is fit to be president so that's not really meaningful in its self"
X Link 2026-02-01T02:06Z [---] followers, [----] engagements
"@covert_ka How is NOW struggling Not stock price but company"
X Link 2026-02-01T06:19Z [---] followers, [--] engagements
"@kunal00 Massive blowout beat and acceleration in GCP. Huge capex number 50% above est (better or worse). Anything but "non event". Did you even look at this"
X Link 2026-02-05T00:02Z [---] followers, [--] engagements
"@EventDrivenEddy @buccocapital That was my first thought also. Anthropic and Gemeni are ahead at the moment so this is bold"
X Link 2026-02-07T00:10Z [---] followers, [--] engagements
"@DollarCostAvg @QualityInvest5 @alej_dieg Why is NOW a terrible buy Amazon does not own 25% of Anthropic"
X Link 2026-02-07T04:47Z [---] followers, [--] engagements
"@WisemanCap @sundarpichai @Benioff @altcap Same mistake here with NOW and and CRM Anecdotal hand waiving and FUD"
X Link 2026-02-08T01:43Z [---] followers, [--] engagements
"@zoomyzoomm Please short this in size. Shorting accelerating growth names down 50% based on FUD sounds perfect"
X Link 2026-02-08T01:51Z [---] followers, [---] engagements
"@samsolid57 He clearly said is NOT the death of software. Just have to innovate and adapt"
X Link 2026-02-10T14:12Z [---] followers, [---] engagements
"@Mr_Derivatives Massive bubble"
X Link 2026-02-13T18:46Z [---] followers, [--] engagements
"@gurusfo @matt_slotnick Really what was the agentforce y/y growth rate"
X Link 2026-02-13T22:51Z [---] followers, [--] engagements
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