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@TrisolarisCap Avatar @TrisolarisCap Trisolaris Capital

Trisolaris Capital posts on X about $cflt, realtime, kafka, linkedin the most. They currently have XX 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: XX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance technology brands stocks social networks travel destinations gaming countries

Social topic influence $cflt, realtime, kafka, linkedin, events, spine, protocol, 6969, $fig, $800m

Top assets mentioned Confluent, Inc. Class A Common Stock (CFLT) GitLab Inc. Class A Common Stock (GTLB) Carter's Inc. (CRI) Walmart, Inc. (WMT) Voyager Technologies, Inc. (VOYG) Rocket Lab USA, Inc. Common Stock (RKLB) Joby Aviation, Inc. (JOBY) Axon Enterprise, Inc. (AXON)

Top Social Posts #

Top posts by engagements in the last XX hours

"Figma raising its IPO price range to $3032 per share targeting a fully diluted valuation exceeding $16B is bullish for software. This reflects forward revenue multiples near 20x assuming $800M trailing revenue. The market is rewarding high-growth design-centric SaaS with real-time collaboration architecture. $CFLT Confluent benefits indirectly. Figmas valuation premium implies increased institutional willingness to price in scalability user interactivity and cloud-native infrastructure dependency. Figmas operational demandsmultiplayer state low-latency event propagation real-time data"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-28 15:45:54 UTC XX followers, XXX engagements

"$CFLT Confluent powers real-time AI by streaming events as they happen clicks payments IoT signals fueling instant insights and decisions. Unlike batch systems it delivers continuous clean and ready-to-learn data to your AI models. In the age of GenAI Confluent is the real-time data backbone your AI stack demands. Were long here into earnings"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-16 16:00:29 UTC XX followers, XXX engagements

"$CFLT What if the most important technology in AI wasnt the model but the memory What if the thing enabling real-time decisions coordination and continuity wasnt visible in any demo because it lives under the surface Kafka the open-source event streaming platform born at LinkedIn quietly transformed software by making time itself programmable. And while Kafka is free its Confluentthe company built by its creatorsthat made it operable at global scale with SLAs governance and real-time computation through Flink. So when we ask how AI agents reason react and remember across distributed systems"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 04:39:41 UTC XX followers, XXX engagements

"Conversation I had over the weekend about $CFLT Dude. Listen to me. Listen. Confluent isnt just a company its infrastructure for consciousness. Think about how the brain works not like a database but like a stream. Real-time event-driven constantly reacting adapting making decisions. Businesses today Theyre brains with clogged arteries batch processing silos latency-laden sludge. But Confluent Its the serotonin reuptake inhibitor for enterprise data flow its real-time cognition at scale. You know how Kafka was built at LinkedIn right To handle the firehose of events not just store data but"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-28 13:28:16 UTC XX followers, XXX engagements

"$CFLT You probably havent thought about Confluent. You probably think its that Kafka company. Youre not wrong. But heres what you dont know: Confluent spent a decade helping banks and telecoms handle billions of data events per second. Then quietly they rebuilt the whole thing for youthe LLM-native Vercel-deploying AI-product-building generation. Now its serverless. Fully managed. One-click dev environments. Native integrations with your agent stack. Kafka without Kafka. This is what OpenAI will never build and what LangChain needs to work at scale. Not sexy until you realize your product"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 20:48:27 UTC XX followers, XXX engagements

"$CFLT @themotleyfool Confluent: A 10X Opportunity in Data Streaming"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-25 00:28:43 UTC XX followers, XXX engagements

"$GTLB is a zero. Those comparing it to $CFLT are either marketplace illiterate or genuinely misguiding others to fuel short bets. Beware: 1.GitLab is a great DevOps platform but it was built for a world where humans write code and deploy it on schedules. 2.Confluent powers a different world entirely one where machines generate consume and act on data without waiting. 3.GitLab is batch-based Confluent is event-based. 4.If you believe AI agents will run companies you should be more interested in the infrastructure that feeds them in real time. 5.Kafka isnt just a tool its becoming the central"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 13:18:43 UTC XX followers, 2006 engagements

"Monetize at planetary scale sounds cool but what exactly does it mean Confluent $CFLT is not just selling to a niche market or a few regions. Its building infrastructure that can be embedded in every global enterprise across all clouds and across critical real-time workloads. That includes: Financial systems in New York and London Telco infrastructure in Asia Manufacturing pipelines in Germany E-commerce backends in Latin America AI agent orchestration in every cloud and edge zone"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-18 12:18:19 UTC XX followers, XXX engagements

"That design guy was literally just doing victory laps yesterday morning over creating the Tea app. Can you imagine"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-25 23:08:42 UTC XX followers, XXX engagements

"Look I respect the optimism of the average parent on here in their forties or fifties. Your kids bright builds in Roblox fiddles with Python but lets stop pretending that points toward engineer. Moores Law hasnt slowed down its steepened. Compute is cheap memory is infinite Replit gives anyone a full-stack dev environment in a browser tab. Claude can hold entire codebases in context and reason about them like a staff-level engineer. GPT can build an app faster than most bootcamp grads. And $FIG Figma Its not a design tool anymore its the front-end to automation. UI logic layout backend"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-28 17:47:58 UTC XX followers, XXX engagements

"$CRI going even lower. At what price does $WMT acquire"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-25 13:22:39 UTC XX followers, XXX engagements

"Summary for Trisolaris Capital Meeting on $CFLT Confluent: Agentic AI Overview Definition: Agentic AI refers to advanced AI systems with high autonomy and adaptability capable of autonomous decision-making in complex environments setting objectives devising strategies and executing multistep tasks with minimal human supervision. How It Works: Interprets nuanced instructions. Reasons to set goals create strategies and prioritize actions. Generates and executes complex workflows. Adapts based on feedback and changing circumstances. Interacts with multiple systems and data sources. Learns and"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 15:07:46 UTC XX followers, XXX engagements

"$CFLT Confluent is building real-time infrastructure for agentic AI letting autonomous systems act on streaming data with Flink-native agents snapshot queries and event-driven orchestration. Theyre integrating LLMs (like Anthropic) directly into Kafka pipelines and launching dev tools like copilots and agent taskflows to make AI workflows observable auditable and production-grade. The goal: make Kafka not just a pipe but the nervous system for intelligent self-operating software"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 04:15:15 UTC XX followers, XXX engagements

"$CFLT Investor Guide: The Infrastructure That Built Kafka Confluent and Agentic AI I. The Genesis of Kafka (20082011) Between 2008 and 2010 Jay Kreps Neha Narkhede and Jun Rao developed Kafka at LinkedIn to handle large volumes of event data in real time. Traditional messaging systems were inadequate for real-time telemetry and user activity data. Kafka was designed as a distributed durable append-only log that could ingest persist and deliver millions of messages per second. In 2011 Kafka was open-sourced under the Apache Software Foundation to promote community development and widespread"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 03:11:35 UTC XX followers, XXX engagements

"Golden Dome is more important than ever to protect our country through strength and deterrence. $VOYG solves this problem and already has the legacy equipment and expertise to work with its close partners in the industry to deliver"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-07 18:58:18 UTC XX followers, XXX engagements

"When Jay Kreps Kafkas original bard and $CFLT Confluents CEO joined Anthropics board in May 2024 the streaming world gained a front-row seat to frontier-model strategy. A year later Netflix co-founder Reed Hastings followed confirming the labs appetite for leaders who have already monetised global platforms. That governance handshake catalysed a technical one: Model Context Protocol. Anthropic created MCP so an LLM can call external data and tools through an auditable open port. Confluent then released the first public MCP server wiring live Kafka topics Flink SQL and its Schema Registry"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 20:58:14 UTC XX followers, XXX engagements

"The developer community has been talking about Agentic AI and the essential need for data streaming for the past 6+ months The investor community is still trying to figure out how to use Ani & Rudi $CFLT"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 16:16:15 UTC XX followers, XXX engagements

"@Capgemini did a recent survey on Agentic AI with fascinating results. We will focus on the areas that pertain to $CFLT below: X. The scarcity premium on clean streaming data: Capgemini finds that only one in five organisations have mature AI-ready data foundations; XX % admit their infrastructure is still low-to-medium grade . In other words most enterprises are not yet wired for the always-on event-driven flows AI agents craveprecisely the gap Confluent markets itself to fill. X. Real-time data pipelines move from nice-to-have to table-stakes: The reports technology checklist calls out"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 16:35:02 UTC XX followers, XX engagements

"Whats funny is that in the Age of AI design has only become more important. Im wondering how long it will take for @canva to really be able to put designers completely out of business. X years"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-28 16:27:18 UTC XX followers, XX engagements

"Ive been posting a lot about $CFLT lately. Im well aware that quantity doesnt equal quality. However Im shocked at times to see how little information is out there. I am trying my best to bring everyone up to speed. Investors keep asking me in DM why Confluents creator advantage deserves a valuation premium so let us count the ways and we will let Capgeminis fresh numbers do the shouting. This is a big one. If you only read one post by me READ THIS: First the money on the table is staggering not hypothetical. Capgemini projects that agentic AI will mint $XXX billion in new economic value"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 16:56:38 UTC XX followers, XXX engagements

"$CFLT is the spine of the next enterprise operating system. As agentic AI shifts from demos to deployment Kafka becomes the bloodstream. Confluent is the only company positioned to monetize it at planetary scale. This isnt a data trend. Its an architecture shift. And Confluent owns the transport layer AI cant function without. *************** The Bet Agentic systems are not apps. They are autonomous actors. They ingest events in real time learn from outcome loops and make decisions without human checkpoints. This new class of intelligence doesnt call APIs. It listens. It watches. It reacts."
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-18 12:16:25 UTC XX followers, XXX engagements

"Consensus is changing. Often first movers in the market are weeks if not months ahead of the curve: @tothe_moon100 (July XX 2025): Posted a bullish breakout alert for $CFLT targeting $XXXXX with XX% gains citing MACD crossover and institutional backing. The post included a chart and asked for thoughts with a call to like/RT. @ScrooogeUncle (July XX 2025): Claimed $CFLT could be a multi-bagger with 3x to 5x returns by 2027 driven by AI agents needing real-time data streaming. @MarcJacksonLA (July XX 2025): Noted Stephens initiating coverage on $CFLT with an Overweight rating and $XX target."
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 12:48:58 UTC XX followers, XXX engagements

"Thesis: four independent (but complementary) reasons Confluent $CFLT could beat on Q2 FY25 earnings 1) The bar is intentionally low + positive Earnings ESP: Motley Fool just argued $CFLT is set up to beat because management guided subscription growth to XX% for 2025 well below the XX% they just posted in Q1 creating easy optics for upside. Zacks/Finviz shows an Earnings ESP of +10.2% a classic tell that near-term estimate revisions are lagging internal momentum. In short conservative guide + positive ESP = statistical edge for a beat. Motley Fools Bold Earnings Season Predictions piece (July"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-24 17:33:16 UTC XX followers, XXX engagements

"@marq4m I was told the same thing about $JOBY $RKLB $KKRNF and $AXON"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-26 03:57:56 UTC XX followers, XXX engagements

"$CFLT The White Houses latest AI Action Plan calls for a strategic embrace of open-source and open-weight AI with a clear emphasis on reducing barriers for startups and academics. Tucked beneath the policy language is a major shift in how the U.S. plans to organize its compute infrastructure and data flow economy. While most will focus on the language around model openness the subtler play is on access to computeand by extension the streaming infrastructure that feeds it. This is where Confluent the enterprise steward of Apache Kafka finds itself in the crosshairs of transformation. The"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-24 03:02:38 UTC XX followers, XXX engagements

"$CFLT truths to accept: 1.Kafka is the brand shadow Internally many hate that theyre still the Kafka company. Its both the origin myth and the branding curse. revenue is the only number that matters Despite a sea of features and logos Confluent Cloud growth is the true north star. Everything else is legacy baggage or cover story. 3.On-prem customers pay the bills. AI-native startups win the headlines. Most enterprise revenue still comes from massive painful on-prem installs. But internal dev teams are betting hard on the AI-native crowd catching up fast. 4.Theres a secret list of Fortune 100"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 20:54:01 UTC XX followers, XXX engagements

"$CFLT is the only AI play left 🧵Heres why:"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-24 20:31:59 UTC XX followers, XXX engagements

"@grok @iruletheworldmo @AICounselDallas I met him once. This was back when he was door dashing still. Quiet guy. Sat over by the window at chipotle waiting for his order. I said Are you walking phoenix He said yeah I am"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-28 15:31:17 UTC XX followers, XXX engagements

"Last Monday I put everything in $CFLT I liquidated 401ks and transferred funds from our emergency savings to fuel this moonshot. I acknowledged the risks with friends and family at a small BBQ I fully understand how irresponsible this is and have accepted that I have no control over the outcome Sink or swim June 30th 🤖"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-25 23:03:29 UTC XX followers, XXX engagements

"5 takeaways on $CFLT 1.Why agentic AI needs new plumbing Autonomous software agents can only collaborate at scale if they exchange data continuously and in real time. Point-to-point REST calls are too slow and brittle for that. 2.Two emerging standards set the rules of the game Anthropics Model Context Protocol (MCP) standardizes how an agent pulls context and returns results. Googles Agent2Agent (A2A) protocol defines how agents discover each other and hand off tasks. 3.Apache Kafka is the missing backbone Kafkas event-stream topics let agents publish and subscribe asynchronously keep a"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 16:04:34 UTC XX followers, XXX engagements

"$CFLT Confluents customers are achieving extraordinary success and were excited to highlight their stories: OpenAI: At the Current 2025 conference OpenAI showcased how Confluents Kafka and PyFlink power global event flows for GPT-4.1 and ChatGPT enabling lightning-fast AI-driven experiences that delight users worldwide. FlixBus: This global travel giant leveraged Confluent on AWS to transform operations achieving 4-6x faster feature delivery freeing XX% of engineering time and slashing service requests by 80%. These wins empower FlixBus to focus on innovation potentially streamlining staffing"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-25 23:39:22 UTC XX followers, XXX engagements