@contextinvestor Avatar @contextinvestor context

context posts on X about $now, ai, $iot, $prct 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 42% technology brands 16% finance 9% cryptocurrencies 7% currencies 2% celebrities 1% luxury brands 1% automotive brands 1% social networks 1%

Social topic influence $now 13%, ai 8%, $iot #55, $prct 5%, $axon 5%, $sdgr 4%, if you 4%, business 4%, $goog 4%, $cprt 3%

Top accounts mentioned or mentioned by @saynototrading @petermantas @pythiar @deniselitalian @edyang73 @linglingfool @wilsonwadee @tonystark10 @investornick @hiddensmallcaps @daveyjuice @evrgn11112231 @ok198483 @mddirr @dimitrynakhla @thebutcher2020 @waterworldcapi1 @marbel2019 @sunnygoel1987 @wedwarda

Top assets mentioned Now Coin (NOW) Helium IOT (IOT) PROCEPT BioRobotics Corporation (PRCT) Axon Enterprise, Inc. (AXON) Schrodinger, Inc. (SDGR) Alphabet Inc Class A (GOOGL) Copart, Inc. (CPRT) Twist Bioscience Corporation Common Stock (TWST) MercadoLibre Inc (MELI) GitLab Inc. (GTLB) Intuitive Surgical, Inc. (ISRG) Structure Therapeutics Inc. (GPCR) Eli Lilly and Company (LLY) Mastercard, Inc. (MA) Amazon.com, Inc. (AMZN) Progressive Corp (PGR) Intuit Inc. (INTU) S&P Global Inc (SPGI) Prime Medicine, Inc. (PRME) Sea Limited (SE) NuCypher (NU) Toast, Inc. (TOST) New Relic, Inc. (NEWR) Snowflake Inc. (SNOW) ServiceNow Inc (NOW)

Top Social Posts

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

"@StockMarketNerd Their backlog for AWS is 244B How many companies in the S&P are worth that"
X Link 2026-02-06T00:35Z [---] followers, [---] engagements

"@davey_juice Backlog for AWS is 244B How many companies in the S&P are worth that"
X Link 2026-02-06T00:41Z [---] followers, [--] engagements

"@Citrini7 The last capex surge was to build the cloud which created jobs. How is this different Purely the automation piece Isn't that somewhat of a hedge on declining populations / mass deportations Also if you're right probably wise to buy some $CPRT as people fix up clunkers"
X Link 2026-02-06T08:42Z [---] followers, [---] engagements

"@DurableCreators MedTech (tailwinds via installed base getting better precision / automation) - $ISRG $PRCT. Junkyards - $CPRT"
X Link 2026-02-07T18:47Z [---] followers, [----] engagements

"RT @aakashgupta: This is being read as a philosophical farewell. Its a resignation letter from the head of Anthropics Safeguards Research"
X Link 2026-02-10T11:17Z [---] followers, [---] engagements

"RT @nickdevor_: UPDATE: The last attorney resigned on Monday according to people familiar with the matter. That attorney has not responde"
X Link 2026-02-10T19:24Z [---] followers, [---] engagements

"RT @peter_mantas: This has now become relevant considering recent Isomorphic updates $TWST"
X Link 2026-02-12T02:09Z [---] followers, [--] engagements

"RT @wealthmatica: Holy smokes BULLISH $AMZN. Even with all of this investment my best estimate is that we will be capacity constraine"
X Link 2026-02-13T17:58Z [---] followers, [--] engagements

"@thogge Shocking that people believe him. He sits idle while the admin is suspected for "pay to play" is arguing for historical forms of nationalism vs evolving (e.g. Overview Effect) and his boss is in the Epstein files more times than "God" is in the Bible. 🙄"
X Link 2026-02-14T19:31Z [---] followers, [---] engagements

"Be careful of xenophobics who don't mind genocide to exploit cultures and resources"
X Link 2026-02-14T19:57Z [---] followers, [--] engagements

""The stock is the product" You heard it from me first. A year ago. My estimate as a Musk biographer was [---] to [---] and events have only borne that out. You heard it from me first. A year ago. My estimate as a Musk biographer was [---] to [---] and events have only borne that out"
X Link 2026-02-15T02:37Z [---] followers, [--] engagements

"@rev_cap Y'all forget Obama deported more people than anybody in recent history I can go on but people often lose sight of the actual hard data"
X Link 2026-02-15T16:20Z [---] followers, [--] engagements

"@valuations_ $IOT $PGR $CPRT $MELI - I think most of these are already there. If you're willing to take on some beta: $KSI.TO and $PRCT are coiled springs in my opinion"
X Link 2026-01-21T18:43Z [---] followers, [---] engagements

"@SayNoToTrading I bought $GTLB $NOW $SDGR - the last one I think is deeply underappreciated for their software + royalties. Any thoughts on $SDGR"
X Link 2026-01-29T20:48Z [---] followers, [---] engagements

"@peter_mantas @circling_bake @turb0kat Same Also do you see $SDGR at $14.35 as a deep value anomaly I believe 1/3 of that is cash (going towards their pipeline but they can turn the pipeline off at anytime and become the dominant EDA of bio it seems)"
X Link 2026-01-29T21:54Z [---] followers, [---] engagements

"@SayNoToTrading Active royalties from Morphic/Takeda + $5B milestone potential. They own 3% of $GPCR too. It's like $15 now. $5.50/sh in cash + value of $20.30/sh software (at 8x P/S) - seems mispriced Their predictive tox just launched and a couple of big partnerships were announced too"
X Link 2026-01-30T00:44Z [---] followers, [---] engagements

"@peter_mantas Need to know what to write too I think $SDGR offers prediction accuracy value here given they have integrated $LLY TuneDesign (AI discovery) into their physics-based perturbation software"
X Link 2026-01-30T17:52Z [---] followers, [---] engagements

"@evrgn11112231 @ok198483 @MDD_IRR Where ya at on $IOT or $AXON - the bespoke solutions angle that then becomes embedded - with data aggregation feeding into their platform suggestions for customers seem like they'll always trade a bit pricier than off the shelf solutions"
X Link 2026-01-31T18:55Z [---] followers, [---] engagements

"$TWST is a defense name too cc: @peter_mantas hell yeah brother untapped verticals for 2035: -antibody encryption -DNA based hard drives and then (obviously). -chem based DNA anti-virus -mice are nice but squid axon based C/GPUs will outperform hell yeah brother untapped verticals for 2035: -antibody encryption -DNA based hard drives and then (obviously). -chem based DNA anti-virus -mice are nice but squid axon based C/GPUs will outperform"
X Link 2026-02-02T16:06Z [---] followers, [---] engagements

"@hiddensmallcaps AAVs are under heavy scrutiny right now"
X Link 2026-02-02T18:20Z [---] followers, [---] engagements

"@DimitryNakhla $AXON at 66x forward isn't "cheap" but for a SaaS-heavy compounder with 124% NRR and 40% software growth it's the most attractive entry in years no The moat is elite given they're basically the OS of public safety and have a "trojan horse" biz model"
X Link 2026-02-02T22:03Z [---] followers, [---] engagements

"@peter_mantas Loved this call I owned them [--] years ago then sold them. I jumped back in (@ 32) after reading about big pharma initiatives and your work Great timing on the call. Do you have any sense on cagr estimates (ex DNA data storage) over the next 3-4 yrs"
X Link 2026-02-04T21:13Z [---] followers, [---] engagements

"@MitchMartan98 You like it more than $IOT at 24"
X Link 2026-02-05T19:42Z [---] followers, [---] engagements

"@DimitryNakhla AWS has a 244B backlog 😳"
X Link 2026-02-06T00:36Z [---] followers, [---] engagements

"@leevalueroach 244B AWS backlog too"
X Link 2026-02-06T01:57Z [---] followers, [---] engagements

"@WaterworldCapi1 244B AWS backlog is nuts. I'm imagining the market reacted similarly when Amazon announced AWS initial build out too"
X Link 2026-02-06T01:59Z [---] followers, [--] engagements

"I think a lot of people should read this if they're worried about deeply embedded SW going poof (e.g. $NOW $INTU etc) If you are a software engineer "experiencing some degree of mental health crisis" now hear this because I've been coding for [--] years since the days of punched cards and I have a salutary kick in your ass to deliver. Get over yourself. Every previous "programming is obsolete" If you are a software engineer "experiencing some degree of mental health crisis" now hear this because I've been coding for [--] years since the days of punched cards and I have a salutary kick in your ass"
X Link 2026-02-06T23:26Z [---] followers, [---] engagements

"@dieworkwear @chris_j_paxton Learn to do basic maintenance on those robots Maintaining the robots supply"
X Link 2026-02-07T06:50Z [---] followers, [--] engagements

"@lexmutatio @DrewCohenMoney Then when they do have an in-house issue who are they calling to help them Will that be cheaper I highly doubt Fortune 2k teams have time for replacing platforms like $NOW"
X Link 2026-02-07T23:56Z [---] followers, [---] engagements

"@glbeaty Do you know that $SPGI owns the dominate AI platform for financial markets"
X Link 2026-02-09T16:12Z [---] followers, [---] engagements

"@PythiaR Don't ya think those are "Ferrari" wrappers on simple web scrapings Just seem like difficult comparisons given they don't have the same stakes at play when considering everything / we are really judging companies pretty quick if they're not immediately bleeding edge"
X Link 2026-02-09T22:27Z [---] followers, [---] engagements

"@cousinbalin @peter_mantas How do you discern quality vs quantity issues i.e. if they're better at prediction doesn't that reduce volume for $TWST"
X Link 2026-02-12T02:12Z [---] followers, [--] engagements

"@hiddensmallcaps $PRME does last I checked (lungs cns). Does BEAM use LNPs exclusively (for their in-vivo programs)"
X Link 2026-02-02T19:01Z [---] followers, [---] engagements

"@hiddensmallcaps Vastly different businesses and business models. I almost caught BBIO at [--] but decided there were better opportunities in the market (partially right haha)"
X Link 2026-02-02T20:32Z [---] followers, [--] engagements

"@RJCcapital @davey_juice Most of his comment history is angry xenophobic childish insults. I suspect it's how he was raised 🤷♂"
X Link 2026-02-15T16:22Z [---] followers, [--] engagements

"@denisel_italian @edyang73 @linglingfool @WilsonWadee @tony__stark10 @Investor_NICK_ The 5th amendment should have protected him. A failure to inform is a minor infraction not a capital crime. If you believe a permit violation justifies a street execution you aren't supporting the law- you're supporting absolute state power"
X Link 2026-01-27T02:54Z [---] followers, [--] engagements

"@denisel_italian @linglingfool @WilsonWadee @tony__stark10 @edyang73 @Investor_NICK_ If we accept 'he broke a law' as a valid reason for the State to kill a citizen on the spot then the Constitution is dead"
X Link 2026-01-27T03:13Z [---] followers, [--] engagements

"@denisel_italian @edyang73 @linglingfool @WilsonWadee @tony__stark10 @Investor_NICK_ The law doesn't support your view. Youre describing a system where the State has absolute power not the one defined by the U.S. Constitution. A permit violation isn't a capital offense and 'compliance' isn't the standard for Due Process. Were going in circles here"
X Link 2026-01-27T03:19Z [---] followers, [--] engagements

"@denisel_italian @edyang73 @linglingfool @WilsonWadee @tony__stark10 @Investor_NICK_ The Constitution isn't a manual for social etiquette; it's a limit on State power. Saying 'compliance' replaces Due Process is effectively saying the Bill of Rights only applies to people who don't need it. Again circles"
X Link 2026-01-27T12:30Z [---] followers, [--] engagements

"@RepLuna The 10th Amendment bars Feds from 'commandeering' state resources or local officials for their own agenda. Labeling dissent as 'insurrection' to bypass state sovereignty isn't law enforcement; it's a constitutional crisis. The 'full weight of the law' includes the Bill of Rights"
X Link 2026-01-27T15:24Z [---] followers, [--] engagements

"@edyang73 @denisel_italian @linglingfool @WilsonWadee @tony__stark10 @Investor_NICK_ Apples and oranges. Obama-era incidents mostly involved fugitive ops; today the Feds are shooting disarmed US citizens like Alex Pretti on camera. The 'outrage' isn't manufacturedits the standard reaction when the State kills its own people and calls it 'enforcement'"
X Link 2026-01-27T17:21Z [---] followers, [--] engagements

"@monkieboy99 Apples and oranges. Obama-era incidents mostly involved fugitive ops; today the Feds are shooting disarmed US citizens like Alex Pretti on camera. The 'outrage' isn't manufacturedits the standard reaction when the State kills its own people and calls it 'enforcement'"
X Link 2026-01-27T17:22Z [---] followers, [--] engagements

"@denisel_italian @edyang73 @linglingfool @WilsonWadee @tony__stark10 @Investor_NICK_ That's the circular part. You're not and you don't see it"
X Link 2026-01-27T20:53Z [---] followers, [--] engagements

"@Mith_ Any thoughts on Magna Mining $MGMNF"
X Link 2024-12-23T23:31Z [---] followers, [---] engagements

"@LogicalThesis @GrumpierBTDay $MGMNF on which @marketplunger1 has nice write-ups. $IDR looks like another fave of his. Personally I'm deep in $ABAT as they're partnered with the largest chemical mfg in the world (BASF) and the largest industrial mfg (Siemans)"
X Link 2025-01-30T15:15Z [---] followers, [---] engagements

""A three-way war has begun. Sea Limited" $SE "is attempting to pre-bank Gen-Z gamers. This could be potentially a big headwind for Nus future acquisition funnel." $NU Looking at the consolidation in LatAm fintech. $MELI and $NU are decoupled from the pack. ( $SE IMO is the hidden dark horse in the race check out my latest deep dive for more info on that: https://t.co/CpOmLGFOBF) For $MELI the depressed FCF is for intentional moat-building. https://t.co/I00OdVjz8x Looking at the consolidation in LatAm fintech. $MELI and $NU are decoupled from the pack. ( $SE IMO is the hidden dark horse in the"
X Link 2025-12-14T20:07Z [---] followers, [---] engagements

"@peter_mantas I was thinking personalized medicine needs the precision TWST can't offer on long sequences. Sounds like even if the industry moves to WGS (e.g. VCYT) it could still be a win for TWST (just more volume to match the customized panels at higher prices) - is that your read too"
X Link 2026-01-05T21:01Z [---] followers, [---] engagements

"@SayNoToTrading Man $KSIOF JUST came on my radar this week via a few other accounts on X. Did you gather much information after this post on them Their PRs on new customer signings (specifically the 10k+ employee orgs) are very impressive. Plus a [--] G2"
X Link 2026-01-07T20:58Z [---] followers, [--] engagements

"@ValuationEdge_ My buddy is a urologist resident. He said in his first year they had one $PRCT machine. Now in his fourth year they have eight"
X Link 2026-01-09T02:44Z [---] followers, [---] engagements

"Other good examples: $CLPT $ISRG $PRCT $AXON $TOST $IOT all held up well today All have hardware. All serve end users who wont be replaced by LLMs $AXON $TOST $IOT all held up well today All have hardware. All serve end users who wont be replaced by LLMs"
X Link 2026-01-15T01:30Z [---] followers, [---] engagements

"@SayNoToTrading @marbel2019 @sunnygoel1987 Basically New Relic and AWS 'A-Team'. GitLab for Gov allows TS transfers sans audit. If you own the codebase you own the AI agent 'brain' (summary of Atreides/Light St). Now they have FedRAMP Mod in hand too. High-margin stickiness and at a FCF discount to peers"
X Link 2026-01-16T20:03Z [---] followers, [---] engagements

"@SayNoToTrading @marbel2019 @sunnygoel1987 I don't know how wide-spread but there's also a few instances where $GTLB is quietly cannibalizing $NOW in enterprise eng (e.g. Ally Deutsche Telekom). Pulling Service Desk & Incident Management directly into the code reduces the "tax" of ticketing"
X Link 2026-01-16T20:21Z [---] followers, [---] engagements

"@Common2s @HighyieldHarry That regulatory moat is why I appreciate $KSIOF so much. $GTLB and $IOT bespoke solutions seem to have process integrity on lock hence a bit of bias from this tourist. I doubt $SNOW a bit given the ask of customers to let them be an 'OS' - ya see that as a vulnerability"
X Link 2026-01-18T03:59Z [---] followers, [---] engagements

"@mvcinvesting You ever take a peek at $PRCT If the trend towards SoC continues they'll likely dwarf $CLPT"
X Link 2026-01-23T17:37Z [---] followers, [---] engagements

"@WEdwarda @TheTNHoller I know right It's like why don't they just let the federal government conduct warrantless raids and murder people for lack of compliance. Combat vet here and you can fuck all the way off. I didn't serve to have a boot on my neck then be told to lick it"
X Link 2026-01-27T12:38Z [---] followers, [---] engagements

"@edyang73 @denisel_italian @linglingfool @WilsonWadee @tony__stark10 @Investor_NICK_ The 10th Amendment prevents the Feds from 'commandeering' local police. Its not 'picking and choosing'; its State Sovereignty. Im not defending crime; Im defending the Constitution. If the State can ignore Due Process for 'the worst' they can ignore it for you"
X Link 2026-01-27T17:20Z [---] followers, [--] engagements

"@denisel_italian @edyang73 @linglingfool @WilsonWadee @tony__stark10 @Investor_NICK_ Did he have due process or not Check your bias for just one moment and try to answer that honestly"
X Link 2026-01-27T20:54Z [---] followers, [--] engagements

"@TheButcher2020 @LauraUltraMaga @WEdwarda @TheTNHoller Minnesota is a flashpoint because citizens finally started filming the 'January Surge.' Filming a pattern of State violence isn't 'agitation' people want a Republic - not a firing squad with PR"
X Link 2026-01-27T22:07Z [---] followers, [--] engagements

"RT @TheShortBear: $MELI -5y+ range retest. -USD devaluation leading to FX-Gain (earnings boost 10%+) -Earnings metrics all improving -30%"
X Link 2026-01-27T22:13Z [---] followers, [--] engagements

"RT @PythiaR: AI is now the primary expansion leverwithin the ServiceNow installed base - JPM $NOW partner survey. Narrative uh viola"
X Link 2026-01-27T23:16Z [---] followers, [--] engagements

"@cperruna Fair. Do you believe life-saving services (e.g. heart transplants) should be put into open market dynamics People who are price sensitive can't always just walk away"
X Link 2026-01-28T17:14Z [---] followers, [--] engagements

"RT @SayNoToTrading: The worry is gone you can give us back the stocks market cap. $NOW Bill McDermott explaining why these acquisition"
X Link 2026-01-28T23:20Z [---] followers, [--] engagements

"@TheButcher2020 https://x.com/i/status/2016494760546947205 You cannot argue with MAGA. They demand evidence then call your sources biased. You provide primary sources they claim they're doctored. You show them video they say it's out of context. You give them context they say you're cherry-picking. This isn't debate. This is a https://x.com/i/status/2016494760546947205 You cannot argue with MAGA. They demand evidence then call your sources biased. You provide primary sources they claim they're doctored. You show them video they say it's out of context. You give them context they say you're"
X Link 2026-01-29T00:05Z [---] followers, [--] engagements

"@TheButcher2020 This does clear things up a bit eh https://x.com/i/status/2016508186329530455 This guy magnificently used sarcasm to explain the Republican and MAGA hypocrisy in regards to the Alex Pretti murder. 👇👇👇 https://t.co/pQBOKvIK1w https://x.com/i/status/2016508186329530455 This guy magnificently used sarcasm to explain the Republican and MAGA hypocrisy in regards to the Alex Pretti murder. 👇👇👇 https://t.co/pQBOKvIK1w"
X Link 2026-01-29T00:25Z [---] followers, [--] engagements

"RT @obsidiancap1: @PythiaR SaaS is an interesting sector where prices move down but the supposed bogeys do not adjust for it. so you get"
X Link 2026-01-29T01:11Z [---] followers, [--] engagements

"@obsidiancap1 @PythiaR Any thoughts on $GOOG bringing $NOW into their enterprise recently I'm surprised people doubt the durability of $NOW given the execution"
X Link 2026-01-29T01:51Z [---] followers, [---] engagements

"RT @PythiaR: If you think about the [--] companies that reported in software Microsoft NOW and SAP. MSFT is down because they used GPUs for"
X Link 2026-01-29T15:19Z [---] followers, [--] engagements

"@PythiaR Couldn't help myself on $NOW at $120"
X Link 2026-01-29T15:20Z [---] followers, [---] engagements

"@fehzan1 @qcapital2020 easiest logic for me: an AI leader $GOOG just brought in $NOW"
X Link 2026-01-29T16:29Z [---] followers, [---] engagements

"Totally agree. Every time a colleague asks to use MSFT products I cringe. they can't build good product. Teams vs Slack taught them the wrong lesson (slop wins because of distribution). they can't build good product. Teams vs Slack taught them the wrong lesson (slop wins because of distribution)"
X Link 2026-01-29T16:38Z [---] followers, [--] engagements

"@akramsrazor Even AI leaders like $GOOG sign with $NOW - seems like a no-brainer long here"
X Link 2026-01-29T16:47Z [---] followers, [---] engagements

"@P_Remarks I couldn't resist $NOW under $120. Reminds me of $GOOG at $150"
X Link 2026-01-29T18:16Z [---] followers, [---] engagements

"@davey_juice Peripheral play via $CLBT (possible take-out target by $AXON). Any thoughts on $CLBT"
X Link 2026-01-29T18:18Z [---] followers, [---] engagements

"RT @BrokenMoats: Things to consider $SDGR holds milestone and low single digit royalties on $GPCR. Also SDGR's stake in the company is up 3"
X Link 2026-01-29T19:13Z [---] followers, [--] engagements

"RT @TechFundies: $NOW reported a solid quarter and guidance. I would say the story seems to be moving along nicely but obviously the marke"
X Link 2026-01-29T22:07Z [---] followers, [--] engagements

"RT @marc_slans: How is $MA not a serious long here"
X Link 2026-01-29T22:18Z [---] followers, [--] engagements

"RT @MMMTwealth: The US will likely be investing heavily into robotics in [----]. There are so many angles you can play this: DEFENSE"
X Link 2026-01-30T01:16Z [---] followers, [--] engagements

"@SayNoToTrading Partnerships include the integration of the $LLY AI platform into LiveDesign and working w/ Manas AI (founded by Reid Hoffman Siddhartha Mukherjee). I thought those were some solid moves to add firepower to fend off competition for a bit Their SW growth numbers looked solid"
X Link 2026-01-30T03:23Z [---] followers, [--] engagements

"RT @GavinSBaker: Revenue per employee up 75% for the top decile of AI/software companies in [----]. Probably doesnt slow down in [----] given"
X Link 2026-01-30T14:43Z [---] followers, [---] engagements

"RT @SixSigmaCapital: $NOW 5B buyback approved. The accelerated 2B buy back starts Monday. CEO has committed 20M of his own money to buy s"
X Link 2026-01-30T16:42Z [---] followers, [--] engagements

"RT @buccocapital: The funny part of all this is ServiceNows retention went back UP from 97% to 98%"
X Link 2026-01-30T16:43Z [---] followers, [--] engagements

"RT @HedgeFollow: Baillie Gifford Q4 Portfolio is out. Notable trades: - Added $RKLB $DUOL $AXON - Reduced $DDOG $NET"
X Link 2026-01-30T17:00Z [---] followers, [--] engagements

"RT @peter_mantas: If youre bullish any of these: [--]. AI + genomics; [--]. functional interpretation of non-coding DNA; [--]. design-heavy biolog"
X Link 2026-01-30T18:35Z [---] followers, [--] engagements

"RT @MinotaurStocks: Bad sign for the IPO market but $MTVE pulling its IPO (for now) is ++ for $IOT / $AIOT. As we predicted investors are"
X Link 2026-01-30T20:14Z [---] followers, [--] engagements

"RT @qcapital2020: Only two options for this weekend"
X Link 2026-01-30T20:47Z [---] followers, [--] engagements

"@PythiaR @TheLAPurchaser Ya long $SNPS along with semi names"
X Link 2026-01-31T01:27Z [---] followers, [--] engagements

"RT @ReneSellmann: Most investors obsess over finding the next big winner. Far fewer think deeply about how taxes quietly compound against"
X Link 2026-01-31T02:03Z [---] followers, [--] engagements

"RT @jukan05: WSJ: NVIDIAs Jensen Huang criticized OpenAI for what he described as a lack of discipline in its business approach and he al"
X Link 2026-01-31T03:02Z [---] followers, [--] engagements

"RT @SantiagoAuFund: You wont know what Druck has done until he is ready to exit and wants you to know"
X Link 2026-01-31T03:02Z [---] followers, [--] engagements

"@WaterworldCapi1 @buccocapital @SayNoToTrading Gotta believe the monopoly thesis. 41% sw growth vs 24% hardware kinda confirms that 'trojan horse' logic too"
X Link 2026-01-31T15:16Z [---] followers, [--] engagements

"@Lee_Lichterman @SayNoToTrading Backlog is something like 4x revenue NRR 124%. 41% growth is sw w/80% margins. Monopoly status. Hard to think they don't continue being expensive for several more years as they expand into commercial and intl"
X Link 2026-01-31T15:42Z [---] followers, [--] engagements

"@evrgn11112231 @ok198483 @MDD_IRR Do you tend to focus on large caps exclusively"
X Link 2026-01-31T19:02Z [---] followers, [---] engagements

"@evrgn11112231 @ok198483 @MDD_IRR Copy. Thank you for sharing your perspective"
X Link 2026-01-31T19:11Z [---] followers, [--] engagements

"@drowsyinvestor @SedsGoBlue Their business model is NDAA compliance with an open platform (customers maintaining their own data and can swap vendors anytime) from my understanding"
X Link 2026-01-31T19:25Z [---] followers, [--] engagements

"VAS booming for $MA as well. $V Visa CEO: AI-driven fraud protection is scaling rapidly and reducing fraud globally. Our AI-powered Visa Account Attack Intelligence scored over 60B transactions and identified nearly 600M suspicious ones in the last [--] months. In LAC we have almost 90% of clients $V Visa CEO: AI-driven fraud protection is scaling rapidly and reducing fraud globally. Our AI-powered Visa Account Attack Intelligence scored over 60B transactions and identified nearly 600M suspicious ones in the last [--] months. In LAC we have almost 90% of clients"
X Link 2026-01-31T21:20Z [---] followers, [--] engagements

"@Aagam4474 @Gubloinvestor $IOT collaborates w/customers for truly bespoke solutions. Can you elaborate on your comment that ".switching from $iot to another does not cost too much money and time." - what drove you to this conclusion"
X Link 2026-02-01T18:11Z [---] followers, [---] engagements

"@ContraTurtleX What do you think of valuation Their Trojan horse strategy seems to be working. But I'm unsure with all their dilution if the valuation doesn't need to come down quite a bit more for this to be a good long-term story"
X Link 2026-02-01T18:46Z [---] followers, [--] engagements

"@Geiger_Capital I'm going to guess the rape pedophile connections tyranny practices anti-science 'dark ages' ideologies is what you're referring to"
X Link 2026-02-02T12:59Z [---] followers, [--] engagements

"@hiddensmallcaps Sure and some are managed like businesses some aren't. BEAM BBIO KYMR etc make solid fundamental business decisions for the long-haul. I think PRME and a few others I can think of in my opinion do not have effective operators and make sloppy business choices"
X Link 2026-02-02T20:17Z [---] followers, [---] engagements

"@marc_slans An anti-vaxx FDA head is a (temporary) black swan type event"
X Link 2026-02-05T19:49Z [---] followers, [--] engagements

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