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@davey_juice Avatar @davey_juice Frank Slootman’s Abandoned Projects

Frank Slootman's abandoned projects are not directly mentioned, but his past companies' performances are being discussed. Mercado Libre ($meli) and other Latin American e-commerce companies are seeing positive developments, with $nu partnering with $meli's competitors and $se launching new initiatives to improve logistics and membership programs. Several stocks are being discussed, including $crdo, $rbrk, $se, and $nu, with some users sharing their investment strategies and portfolio updates.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks #6114 technology brands XXXXX% finance XXXXX% cryptocurrencies XXX% countries XXX% social networks XXX% celebrities XXX%

Social topic influence $rbrk #3, $zs #4, $meli #5, $crwd #8, $ddog #6, $net #2, $amd #50, $se #4, money 5.19%, $glbe #2

Top accounts mentioned or mentioned by @gabgrowth @stockmarketnerd @thehimalayanyak @justuravgstonk @samsolid57 @adyen @finallyfoolin @wisemancap @daveyjuice @starlink @eric_shockley @sixsigmacapital @szczypkatom @zoomyzoomm @theinvestinguy @minnvestor @william_r2rclub @buccocapital @noahpetey @frameworkwisely

Top assets mentioned Rubrik, Inc. (RBRK) Zscaler Inc (ZS) MercadoLibre Inc (MELI) Crowdstrike Holdings Inc (CRWD) Datadog Inc (DDOG) Cloudflare, Inc. (NET) Advanced Micro Devices (AMD) Sea Limited (SE) Global-E Online Ltd. Ordinary Shares (GLBE) Snowflake, Inc. (SNOW) NVIDIA Corp. (NVDA) NuCypher (NU) DLocal Limited Class A Common Shares (DLO) Klaviyo, Inc. (KVYO) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Astera Labs, Inc. Common Stock (ALAB) Applovin Corporation (APP) Axon Enterprise, Inc. (AXON) Taiwan Semiconductor (TSM) Airbnb Inc (ABNB) Duolingo, Inc. Class A Common Stock (DUOL) Varonis Systems, Inc. (VRNS) Commault Systems, Inc. (CVLT) monday.com Ltd. Ordinary Shares (MNDY) Helium IOT (IOT) Uber Technologies, Inc. (UBER) Booking Holdings Inc (BKNG) Berkshire Hathaway Inc. (BRK.A) 4 (FOUR) Roblox, Corp. (RBLX) Amazon.com, Inc. (AMZN) Coupang, Inc. (CPNG) Eli Lilly and Company (LLY) UnitedHealth Group (UNH) TransMedics Group, Inc. Common Stock (TMDX) Novo-Nordisk (NVO) Braze, Inc. Class A Common Stock (BRZE)

Top Social Posts

Top posts by engagements in the last XX hours

"$zs up XX% from this tweet less than X months ago. I remember being on a bus from BH to Rio for X hours this day and buying $zs and $ddog as they crashed. I had plenty of time to focus that day"
X Link 2025-06-19T02:38Z 6722 followers, 1538 engagements

"@samsolid57 Im talking from a pov of XX% $crwd allocation X% $net and less than X% $rbrk important to keep in mind I may look differently if allocations were different"
X Link 2025-06-20T21:24Z 6722 followers, XXX engagements

"$zs actually finally put up a half decent quarter and its down. Funny how things work Expectations is a bitch"
X Link 2025-11-25T21:52Z 6722 followers, 1250 engagements

"$ZS X% sequential guide for next quarter after beating by only X% Say they beat by X% hittting 814M. Only XXX% q/q guide if you factor in same beat as this q next q. No wonder stock sold off. High multiple aint free"
X Link 2025-11-26T03:01Z 6722 followers, 3715 engagements

"I think $abnb now will be similar to $duol in X years. Everyone loved them to ignored. Not sure which is the structural better company but neither meet my requirements"
X Link 2025-11-27T10:19Z 6722 followers, 1376 engagements

"Oh wow $KVYO wrecked Anyone been keeping tabs on this one 6.25x Q2 revenue annualized. Interesting- havent been keeping up with this one after the first few quarters of its IPO Anyone have any strong opinions here X has went quiet here @Wiseman_Cap you still following"
X Link 2025-10-11T09:49Z 6730 followers, 2303 engagements

"So $cvlt down XX% past X days $vrns down XX% on er today. $rbrk down in sympathy with these X is all I can think of. Hilarious. Im buying more tmw at these prices"
X Link 2025-10-30T00:59Z 6735 followers, 3531 engagements

"$RBRK will pass $MNDY in annualized revenues this quarter. May pass $IOT by 2027 (22B market cap) who has significantly lower gross margins vs 14B $RBRK"
X Link 2025-11-14T06:26Z 6732 followers, 1311 engagements

"Wild stat: get ready for this one Aside from $Uber who had extremely negative margins back then in free money period (still only have XX% GM) To the best of knowledge $NU has hit 14B TTM revenue before any other company in public company history. $NU has hit 14.08B in XX quarters XXXXX years. By far more net income than the other X combined at this scale as well It took $MELI XX years to hit 13.94B revenue. It took $AMZN XX quarters (13.5 years) I repeat the fastest ever except for anomaly uber whos revenues were low value We are witnessing one of the top companies in history"
X Link 2025-11-14T09:57Z 6730 followers, 50.6K engagements

"For anyone that needs to hear this $dlo net take rate is still 6x larger than $adyen $dlo take rate will continue to go down but that shouldve been obvious for anyone studying the company and industry Expect continued compression here but these are known knowns when you have the best customers on planet earth and they scale very rapidly"
X Link 2025-11-18T15:40Z 6734 followers, 11.4K engagements

"Was booking my accomadtion via $bkng after checking every other possible platform and confirming it was once again cheapest As Im checking out they offer me their CC with X% travel credit on all flights and hotels booked via booking Free $XXX after hitting like $1500 spending in XX days. X% back on all money spent while away And more Sign me up coach"
X Link 2025-11-20T08:27Z 6733 followers, 4937 engagements

"Made some moves this week with covered calls to collect more premiums and position myself a certain way. $GLBE $DDOG $ZS $AMD $NET $CRWD"
X Link 2025-11-22T03:48Z 6736 followers, XXX engagements

"Whats driving $RBRK bright future Why I think they will continue to grow faster than all public cyber companies at their scale or larger 🧵:"
X Link 2025-11-24T03:50Z 6737 followers, 19.3K engagements

"Covered calls: $DDOG $GLBE $ZS $AMD $NET $CRWD"
X Link 2025-11-27T03:23Z 6734 followers, XXX engagements

"$rbrk surpassed my top end estimates by 4m. Beat analysts estimates by XXX% and my top end by XXX% Gross margin FCF and EPS massive best as well I encourage all the haters to keep hating on this one. About a XX% position last I looked It's too much winning"
X Link 2025-12-04T21:24Z 6735 followers, 20.1K engagements

"@TheHimalayanYak Up to each person I don't think $snow responsible enough w money and $zs growth looks muted $crwd would be hardest hold"
X Link 2025-12-06T15:03Z 6733 followers, XXX engagements

"Dude $asml has a moat fatter than a latinas bum. 80x p.e for X% growth is deserved"
X Link 2025-12-07T10:19Z 6736 followers, 10.5K engagements

"2 years of nice gains that Berkshire has 1/3 of their money on the sidelines for. Irrelevant company other than for boomers parking unrealized gains"
X Link 2025-12-07T21:16Z 6734 followers, 2440 engagements

"$kvyo is an interesting company. 8B market cap expected to end year at 1.324B annualized. 6x 2025 sales"
X Link 2025-11-06T08:47Z 6739 followers, 2117 engagements

"Portfolio Thanksgiving 2025: Top 11= XXXXX% 15%: $CRWD XX% $RBRK 13%: $MELI 8%: $NU $ZS X% each: $DDOG X% each: $NET 5%: $APP $DLO X% each: $CRDO $NVDA Other 8= XXXXX% 3%: $AMD 2%: $SE $TSM X% each: $ALAB $GLBE $AXON $OUST $SNOW Total after subtracting margin: $585689.89"
X Link 2025-11-27T00:58Z 6739 followers, 13.8K engagements

"De-leverage day Down to 7-8ish % margin Just trimmed some shares and also exited fully from $snow after many years. Sold my last XX shares. I had sold XXX or so shares between 220-280 recently as I don't see any gaap improvement and growth didn't accel q/q Made somewhere between 70-80% on it I'll calculate it later on exactly. Tbh overall dissatisfied with my investment and use of capital here. Moving on"
X Link 2025-12-05T20:25Z 6739 followers, 3542 engagements

"Added to $se XXXXX $meli 2056 Most attractive names in my portfolio ATM imo. De-leveraged overall net worth though after trimming Abit of higher cost basis shares on $rbrk at 92.xx only because I used a lot of margin on this one and as stock pushes near XXX feel de-leveraging is the move bc it will give me buying power if it's a fake break out up. Somewhere between 16-21% of account still. Hard to tell exactly without excel or too many calculations but def in that range Still 12k$ larger than next position. Margin down to 6-7% Will continue to de leverage as I continue to find opportunities"
X Link 2025-12-09T15:31Z 6740 followers, 7694 engagements

"Are $se and $meli going out of business Lol"
X Link 2025-12-09T16:11Z 6740 followers, 4733 engagements

"@JustUrAvgStonk @GabGrowth Bulled up on $rblx for child predators"
X Link 2025-12-10T02:17Z 6739 followers, XX engagements

"Breaking news: stocks can't go up every year. Especially when only 1/4 of their biz is doing well"
X Link 2025-12-10T05:55Z 6740 followers, 1382 engagements

"I used @Starlink wi-fi at the Argentina Chile border in the middle of the Andes at 3200M surrounded by mountains yesterday and it was very helpful. Elon has done more for humanity just with starlink than most will ever do in their entire lifetimes"
X Link 2025-12-10T11:00Z 6740 followers, XXX engagements

"You are welcome for the free alpha here. I made an XXX% return on $cpng in less than XX months and stock is flat now in past X months. Good company but I felt at XX in June a lot of the upside minus future risks priced in. Looks cheap again now but so does $meli and $se "
X Link 2025-12-10T11:09Z 6740 followers, 5231 engagements

"Fair Never use the word chYna as an investment thesis China revenue is the real risk look at $asml as prime candidate at one point china made up massive % of revenue still does account for decent chunk. Chinese revenues are at risk should be considered whene discussing"
X Link 2025-12-10T11:28Z 6740 followers, XXX engagements

"Portfolio November 21st 2025: Top 9= XXXXX% 15%: $CRWD XX% $RBRK 12%: $MELI 9%: $ZS X% each: $DDOG $NU X% each: $DLO $NET 5%: $APP Other 11= XXXXX% X% each: $CRDO $NVDA $AMD X% each: $SE X% each: $TSM $AXON $ALAB $GLBE $SNOW $OUST Total after subtracting margin: $557763.24"
X Link 2025-11-22T03:36Z 6740 followers, 20K engagements

"I see $rbrk hitting 332-346M revenue so 339M at midpoint or a XXX% beat at midpoint"
X Link 2025-12-04T14:22Z 6740 followers, 18.9K engagements

"I wouldn't touch this sector with a XX foot pole. I don't think you should either"
X Link 2025-12-06T23:53Z 6740 followers, 37.3K engagements

"Wouldn't touch $brze btw"
X Link 2025-12-10T12:29Z 6740 followers, 1394 engagements

"50% each into $meli and $nvda here. Probably destroys market next X years Can't get much more obvious"
X Link 2025-12-10T21:58Z 6740 followers, 3243 engagements