@eyekwasi Fundamental Valuation

Fundamental Valuation posts on X about ai, $crm, $now, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.

Engagements: [----------] #

[--] Week [------] +214%
[--] Month [------] +331%
[--] Months [------] +729%
[--] Year [-------] +1.80%

Mentions: [--] #

[--] Week [--] +165%
[--] Month [---] +196%
[--] Months [---] +468%
[--] Year [---] +125%

Followers: [-----] #

[--] Week [---] +2.20%
[--] Month [---] +7.60%
[--] Months [---] +19%
[--] Year [---] +30%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 55.47% technology brands 36.72% finance 11.72% social networks 7.81% countries 3.13% cryptocurrencies 2.34% automotive brands 2.34% celebrities 1.56% fashion brands 0.78%

Social topic influence ai 17.97%, $crm #77, $now #145, in the 9.38%, anthropic 6.25%, if you 5.47%, $nflx #431, $msft #172, $sndk 4.69%, strong 4.69%

Top accounts mentioned or mentioned by @pvncher @wealthmatica @tbpn @sama @zerohedge @jrouldz @drewcohenmoney @placigyunv6567 @marcelolima @benitoz @chriscamillo @ai @samanthasubin @jaredsleeper @zephyrz9 @steviemac03 @emollick @mattvidpro @southernvalue95 @hamptonism

Top assets mentioned Salesforce Inc (CRM) Now Coin (NOW) Netflix Inc (NFLX) Microsoft Corp. (MSFT) Sandisk Corporation (SNDK) Hims & Hers Health, Inc. (HIMS) Metadium (META) Amazon.com, Inc. (AMZN) HUBSPOT, INC. (HUBS) Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Workday Inc (WDAY) SAP SE (SAP) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) monday.com Ltd. (MNDY) Atlassian Corporation PLC (TEAM) Reddit, Inc. (RDDT) Bloom Energy Corporation (BE) Grab Holdings Limited Class A Ordinary Shares (GRAB) Duolingo, Inc. (DUOL) Apple, Inc. (AAPL) WIX.com Ltd. (WIX) Autodesk Inc (ADSK) GitLab Inc. (GTLB) Bull Market (BULL) Pegasystems Inc (PEGA) F5 Inc (FFIV)

Top Social Posts

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

"@wealthmatica $ADSK $WIX $MNDY $HUBS"
X Link 2026-02-14T19:37Z [---] followers, [---] engagements

"so your days are numbered at Anthropic Why wait for the train to hit you if you can get out of its way now Do you have any contingency plans when it comes for your job in the next [--] months Either you are very disingenuous or you have zero survival skills. But it cannot be both. https://twitter.com/i/web/status/2023149027848515896 https://twitter.com/i/web/status/2023149027848515896"
X Link 2026-02-15T21:34Z [---] followers, [--] engagements

"@tbpn @sama Sometimes people have to remember the apis need keys"
X Link 2026-02-15T21:52Z [---] followers, [--] engagements

"Investors are about to learn why Teams ( $MSFT ) mugged Slack ( $CRM ) One angle I dont see discussed in the SaaS sell off: Everyone is focused on customers vibecoding their own tools. The bigger risk large platforms launching cheaper competing products at near marginal cost. Distribution wins. Most enterprises would rather deal with one One angle I dont see discussed in the SaaS sell off: Everyone is focused on customers vibecoding their own tools. The bigger risk large platforms launching cheaper competing products at near marginal cost. Distribution wins. Most enterprises would rather deal"
X Link 2026-02-16T05:05Z [---] followers, [---] engagements

"@zerohedge Recourse via Lease & Guarantees"
X Link 2026-01-29T15:51Z [---] followers, [---] engagements

"$SNDK Sandisk Corporation presents a compelling case based on its current financial and strategic position. The company is experiencing explosive growth with revenue increasing 61% year-over-year and net income soaring 672% driven by surging demand for its NAND flash storage from artificial intelligence and data center markets. This is supported by dramatically expanding profitability with gross margin reaching 51.1% and a very strong balance sheet featuring more cash than debt and robust free cash flow generation. The financial statement analysis confirms strength across nearly all metrics"
X Link 2026-01-31T09:02Z [---] followers, [----] engagements

"$TEAM $GTLB"
X Link 2026-01-31T17:29Z [---] followers, [---] engagements

"@jrouldz $RDDT not financial advice"
X Link 2026-02-08T05:23Z [---] followers, [---] engagements

"@DrewCohenMoney $NOW"
X Link 2026-02-08T05:30Z [---] followers, [---] engagements

"Few understand this $NOW $CRM $WDAY i am not really worried about companies replacing all their saas with vibe coding because they already could bring everything in-house way before ai every popular saas has a good open source alternative yet very few companies used that i am not really worried about companies replacing all their saas with vibe coding because they already could bring everything in-house way before ai every popular saas has a good open source alternative yet very few companies used that"
X Link 2026-02-08T14:56Z [---] followers, [---] engagements

"Even Claude itself is more realistic than SaaS bears. $NOW F it. Decided to ask Claude straight up If I gave you $100000 to either short $NOW or long the stock. What are you going to do Knowing your capabilities and whether you are truly capable of disrupting their moat or not. Enjoy looks like Claude is loading the dips 😂 https://t.co/qoGO7FNkc1 F it. Decided to ask Claude straight up If I gave you $100000 to either short $NOW or long the stock. What are you going to do Knowing your capabilities and whether you are truly capable of disrupting their moat or not. Enjoy looks like Claude is"
X Link 2026-02-08T20:20Z [---] followers, [---] engagements

"@placigyunv6567 @MarceloLima Even Claude itself is more realistic than SaaS bears. $NOW"
X Link 2026-02-08T20:20Z [---] followers, [---] engagements

"@benitoz @ChrisCamillo $BE"
X Link 2026-02-09T06:53Z [---] followers, [--] engagements

"$BE Bloom Energy presents a compelling growth narrative particularly from its positioning in the AI data center and industrial power markets which is reflected in its exceptionally strong revenue growth (57.1% year-over-year for Q3 2025) and improving gross margins (29%). Strategic initiatives like the joint venture with Brookfield provide significant project financing capacity to support this expansion. However this growth is currently overshadowed by challenging fundamentals including ongoing net losses deeply negative operating and free cash flows a high debt load (debt-to-equity ratio of"
X Link 2026-02-09T07:40Z [---] followers, [---] engagements

"@ai @samantha_subin From the 10-k $MNDY"
X Link 2026-02-09T23:21Z [---] followers, [---] engagements

"Hims & Hers ( $HIMS ) reveals a company with fundamentally strong top-line growth evidenced by a 74% year-over-year revenue increase improving marketing efficiency and a valuation model that suggests the stock is significantly undervalued with a fair value estimate of $42.59. This growth is driven by strategic expansion into new specialties and markets. However this positive trajectory is currently overwhelmed by substantial and immediate risks. These include severe regulatory uncertainty and a patent infringement lawsuit targeting its key growth segment in weight loss medications a leveraged"
X Link 2026-02-10T02:59Z [---] followers, [---] engagements

"@JaredSleeper Salesforce has like [--] companies inside it"
X Link 2026-02-10T03:14Z [---] followers, [----] engagements

"Valuation matters - $BULL down 58% in [--] months"
X Link 2026-02-11T22:12Z [---] followers, [---] engagements

"HubSpot's ( $HUBS ) fundamental analysis presents a compelling picture of a company in a strong operational position. Revenue growth (19% year-over-year) remains robust driven by customer expansion and a successful platform strategy. The company has achieved a clear turnaround to GAAP profitability generates substantial operating cash flow ($760.7 million) and maintains an exceptionally strong balance sheet with significant cash and no debt. Strategic investments in AI and a newly announced share repurchase program further support the long-term outlook. However near-term challenges are"
X Link 2026-02-12T04:07Z [---] followers, [---] engagements

"$GRAB Holdings Limited presents a compelling but mixed picture. The company has achieved a significant milestone with its first full-year net profit driven by robust revenue growth (up 20% year-over-year) and expanding operations across its superapp ecosystem. Fundamentals are strengthening evidenced by positive adjusted EBITDA and a solid cash position. However this growth is tempered by weaker technical indicators with the stock trading below its key moving averages and financial metrics that show areas for improvement such as stock-based compensation exceeding net income and operating cash"
X Link 2026-02-12T04:10Z [---] followers, [---] engagements

"@zephyr_z9 Clearly China is leading in video gen AI and this with lack of GPUs. Imagine what they can do if they have all the hardware. AI labs are so cooked"
X Link 2026-02-12T04:28Z [---] followers, [----] engagements

"@StevieMac03 $NFLX should tank right now according to market"
X Link 2026-02-12T05:08Z [---] followers, [--] engagements

"$NFLX should tank right now according to market anybody can produce movie My very first Seedance [---] generation. 👀 🔊🎧 https://t.co/QQLIQjpdId My very first Seedance [---] generation. 👀 🔊🎧 https://t.co/QQLIQjpdId"
X Link 2026-02-12T05:08Z [---] followers, [---] engagements

"@emollick $NFLX should tank right now according to market"
X Link 2026-02-12T05:11Z [---] followers, [--] engagements

"$NFLX should tank right now according to market The new ByteDance SeeDance [---] video model is VERY good. This is the very first output from my very first prompt: "A nature documentary about an otter flying an airplane" https://t.co/f2fsDPl3y7 The new ByteDance SeeDance [---] video model is VERY good. This is the very first output from my very first prompt: "A nature documentary about an otter flying an airplane" https://t.co/f2fsDPl3y7"
X Link 2026-02-12T05:12Z [---] followers, [---] engagements

"Bytedance cooked $NFLX smth smth seedance v2.0 smth smth we're cooked https://t.co/1SkKob4ZqB smth smth seedance v2.0 smth smth we're cooked https://t.co/1SkKob4ZqB"
X Link 2026-02-12T05:34Z [---] followers, [---] engagements

"seedance [---] is what Sora wanted to be"
X Link 2026-02-12T05:36Z [---] followers, [---] engagements

"@MattVidPro So much cope in these comments"
X Link 2026-02-12T05:59Z [---] followers, [--] engagements

"Charly AI on $HIMS Assessing the long-term potential involves weighing robust revenue growth and an undervalued price against mounting legal and regulatory headwinds. The company's fundamentals are supported by strong top-line expansion and strategic platform investments. However the risks are high and increasing centered on the sustainability of its compounded drug business model following a major lawsuit and a Department of Justice referral. The competitive positioning in key growth categories is now under threat which may hinder long-term value creation. The overall assessment given that"
X Link 2026-02-12T06:04Z [---] followers, [---] engagements

"@SouthernValue95 $HUBS valuation and report look good. But market is dumb right now so I expect more volatility"
X Link 2026-02-12T06:43Z [---] followers, [---] engagements

"@hamptonism Elon is the new Jim Cramer"
X Link 2026-02-12T16:49Z [---] followers, [--] engagements

"If you are buying SaaS right now here are a few cheap & solid names on Charly AI right now $ADBE $PEGA $FFIV $HUBS $RDDT $META $SAP $NOW"
X Link 2026-02-12T17:12Z [---] followers, [--] engagements

"I need $PATH at below $9 so I can load up more"
X Link 2026-02-12T17:58Z [---] followers, [---] engagements

"$CRM $NOW $ADBE up while market is down. Something fishy is going on"
X Link 2026-02-13T03:04Z [---] followers, [---] engagements

"I also dont understand this $GRAB stash acquisition FT Partners is pleased to announce our role as strategic and financial advisor to @Stash an AI-powered investing app on its sale to Grab (@InsideGrab) a leading super-app in Southeast Asia for an enterprise value of $425 million. See more details in our transaction profile https://t.co/juhvuI8fuO FT Partners is pleased to announce our role as strategic and financial advisor to @Stash an AI-powered investing app on its sale to Grab (@InsideGrab) a leading super-app in Southeast Asia for an enterprise value of $425 million. See more details in"
X Link 2026-02-13T14:20Z [---] followers, [---] engagements

"@wealthmatica $ZETA $DUOL"
X Link 2026-02-14T19:38Z [---] followers, [--] engagements

"@insiderinvests But why"
X Link 2026-02-12T06:03Z [---] followers, [---] engagements

"Dont do this Charly AI is $20 Holy shit He bet the house on $HIMS Bookmark this https://t.co/9K6gT58j0H Holy shit He bet the house on $HIMS Bookmark this https://t.co/9K6gT58j0H"
X Link 2026-02-12T06:05Z [---] followers, [--] engagements

"RT @ChrSzegedy: Happy to bet that this won't happen neither this year (2026) nor next year (2027) for 95% of software. Of course direct a"
X Link 2026-02-12T17:06Z [---] followers, [--] engagements

"Few understand this I don't think Silicon Valley realizes how much of people's interaction with technology is fundamentally unproductive. TikTok Instagram Netflix YouTube Onlyfans The average person doesn't want to vibe code their way to being 1% more efficient or save $20/month. I don't think Silicon Valley realizes how much of people's interaction with technology is fundamentally unproductive. TikTok Instagram Netflix YouTube Onlyfans The average person doesn't want to vibe code their way to being 1% more efficient or save $20/month"
X Link 2026-02-12T17:07Z [---] followers, [--] engagements

"Like everything else There is no quick money in investing. Dont chase stocks Patience and rationality are your best friend dont be this guy $HIMS"
X Link 2026-02-12T19:29Z [---] followers, [---] engagements

"Latest quater analysis of $NFLX on Charly AI"
X Link 2026-02-12T19:33Z [---] followers, [---] engagements

"😭😂😭 "Do you use Jira" https://t.co/YYjVggobhw "Do you use Jira" https://t.co/YYjVggobhw"
X Link 2026-02-14T06:36Z [---] followers, [--] engagements

"😭😅😂 Bought $SoFi at $32.00 Bought $HOOD at $150.00 Bought $BMNR at $60.00 https://t.co/7yzQDSqTv1 Bought $SoFi at $32.00 Bought $HOOD at $150.00 Bought $BMNR at $60.00 https://t.co/7yzQDSqTv1"
X Link 2026-02-14T06:38Z [---] followers, [--] engagements

"@wealthmatica $APP $NOW $ADBE $TOST"
X Link 2026-02-14T19:33Z [---] followers, [---] engagements

"so your days are numbered at Anthropic Why wait for the train to hit you if you can get out of its way now Do you have any contingency plans when it comes for your job in the next [--] months Either you are very disingenuous or you have zero survival skills. But it cannot be both. @pvncher I am describing the current state Dario is talking about whats next @pvncher I am describing the current state Dario is talking about whats next"
X Link 2026-02-15T21:35Z [---] followers, [--] engagements

"@callebtc From OpenClaw to CloseClaw real quick"
X Link 2026-02-16T02:47Z [---] followers, [--] engagements

"$CRM - Insidser BUY Alert Dec [--] [----] - MORFIT G MASON (Director) buys [-----] $CRM stock worth $25015680 Dec [--] [----] - KIRK DAVID BLAIR (Director) buys [----] of $CRM stock worth $500722.00. Both are down more than 22% since their purchase. Charly AI still rate the stock a BUY https://twitter.com/i/web/status/2023241473949323417 https://twitter.com/i/web/status/2023241473949323417"
X Link 2026-02-16T03:42Z [---] followers, [--] engagements

"@wolfofharcourt Investors are about to learn why Teams ( $MSFT ) mugged Slack ( $CRM )"
X Link 2026-02-16T05:05Z [---] followers, [---] engagements

"@rohanpaul_ai $ACHR bag holders know the answer to this question - never"
X Link 2026-02-15T18:23Z [---] followers, [---] engagements

"Apple $AAPL is the only one that has learnt the lesson. Dont compete with the Chinese there is no point. Apple saw China building EV and was like hell no. $AMZN and co are pouring hundreds of billions into this just to be mugged by cheap ai models from China. Seedance [---] is just the beginning . If they want to have a chance to win this hyperscalers need to eat some humble pies. https://twitter.com/i/web/status/2023259341730558193 https://twitter.com/i/web/status/2023259341730558193"
X Link 2026-02-16T04:53Z [---] followers, [----] engagements

"@buccocapital I mean where is $TSLA now"
X Link 2026-02-16T04:54Z [---] followers, [--] engagements

"$AMZN $MSFT $GOOG $META are spending north of $600B on data centers in [----]. Thats the tweet YouTuber Logan Paul purchased this NFT for $635000 in [----]. Today it's worth $155. https://t.co/UnCN4nn2pi YouTuber Logan Paul purchased this NFT for $635000 in [----]. Today it's worth $155. https://t.co/UnCN4nn2pi"
X Link 2026-02-16T05:11Z [---] followers, [---] engagements

"Anthropic uses Workday $WDAY. OpenAI uses Slack $CRM"
X Link 2026-01-26T03:00Z [---] followers, [---] engagements

"$NXT up 15%. What I wrote a few weeks ago https://www.askcharly.ai/alpha/post/google-s-4-75b-power-company-acquisition-this-little-known-stock-is-set-to-benefit-VCu1wgjGjU https://www.askcharly.ai/alpha/post/google-s-4-75b-power-company-acquisition-this-little-known-stock-is-set-to-benefit-VCu1wgjGjU"
X Link 2026-01-28T17:12Z [---] followers, [--] engagements

"@kakashiii111 The way this probably ends is that $NVDA get paid in OpenAI equity somehow. But its not looking good"
X Link 2026-01-29T00:31Z [---] followers, [----] engagements

"Few understand that Chinese Open Source AI model and their cheap pricing are going to push down margins for all the AI Companies. Electricity is too cheap in china for American models to compete. I think the only company that can probably do this and gain enough margin here is $GOOG. They have invested in all the stack form Electricity (Acquisition of Intersect) to chips (Custom ASIC) to cloud computing and to have the biggest distribution platforms in the world. $MSFT might capture the enterprise but the margins might be lower versus their Capex. $MSFT might also acquire a power company but"
X Link 2026-01-29T01:20Z [---] followers, [---] engagements

"https://www.askcharly.ai/alpha/post/google-s-4-75b-power-company-acquisition-this-little-known-stock-is-set-to-benefit-VCu1wgjGjU https://www.askcharly.ai/alpha/post/google-s-4-75b-power-company-acquisition-this-little-known-stock-is-set-to-benefit-VCu1wgjGjU"
X Link 2026-01-29T01:21Z [---] followers, [--] engagements

"$META $OWL debt structure"
X Link 2026-01-29T15:53Z [---] followers, [--] engagements

"$MSFT $GOOG $META $AMZN should stop buying $NVDA gpus immediately until the Power bottleneck is resolved. By resolved I mean your models should be priced at the same price as Chinese models. Otherwise this bubble is going to blow up really bad"
X Link 2026-01-29T18:46Z [---] followers, [--] engagements

"$NOW $NOW PT Raised to $216 at Goldman $NOW PT Raised to $216 at Goldman"
X Link 2026-01-29T20:47Z [---] followers, [--] engagements

"$TSLA is done with selling cars as soon as ev credits ends. Who knew Elon was the biggest welfare queen there is JUST IN: SpaceX is reportedly considering merging with Tesla JUST IN: SpaceX is reportedly considering merging with Tesla"
X Link 2026-01-30T04:29Z [---] followers, [---] engagements

"$NOW https://t.co/ZXlo1PvhmQ https://t.co/ZXlo1PvhmQ"
X Link 2026-01-30T04:47Z [---] followers, [---] engagements

"$NOW $NOW is going to do a $5 billion buyback and the CEO told CNBC last night that theyll execute $2 billion as soon as possible https://t.co/EVEOlwWIwR $NOW is going to do a $5 billion buyback and the CEO told CNBC last night that theyll execute $2 billion as soon as possible https://t.co/EVEOlwWIwR"
X Link 2026-01-30T05:18Z [---] followers, [--] engagements

"$SAP ' s recent financial performance demonstrates a company in a strong operational transition with cloud revenue growing 23% and a significant expansion in its operating margin (26.7%). The balance sheet is robust with low debt and free cash flow generation is powerful. However the market's reaction to a slight deceleration in cloud backlog growth and forward guidance has created a disconnect pushing the stock price to a level that the fundamental valuation model considers deeply undervalued. This presents a scenario where near-term sentiment is negative but the underlying business health"
X Link 2026-01-30T06:59Z [---] followers, [--] engagements

"$SAP $CRM - He who has the DATA is the one winning the AI deals - SaaS"
X Link 2026-01-31T01:48Z [---] followers, [--] engagements

"@ConsensusGurus Openai plans to buy $100B gpus from NVIDIA"
X Link 2026-01-31T05:50Z [---] followers, [--] engagements

"@buchmanster Waste of money an resource. Claude making bank"
X Link 2026-01-31T06:30Z [---] followers, [--] engagements

"Anthropic maker of Claude says developers who rely heavily on ai coding will fall behind"
X Link 2026-01-31T07:13Z [---] followers, [--] engagements

"Microsoft's financial health appears robust with strong revenue growth (17% year-over-year) and industry-leading profitability (operating margin of 47.1%) driven by its dominant cloud and AI segments. The balance sheet is solid featuring ample cash reserves and minimal debt (debt-to-equity of 10.3%) which provides significant financial flexibility. A model-driven valuation calculation indicates the stock is currently undervalued with a fair value estimate approximately 22% above its recent trading level supported by superior growth and margin metrics compared to its software industry peers."
X Link 2026-01-31T08:11Z [---] followers, [--] engagements

"@jukan05 Yes $SNDK $MU"
X Link 2026-01-31T15:38Z [---] followers, [---] engagements

"Chinese EV are coming to US. $TSLA is cooked FORD HELD TALKS WITH CHINAS XIAOMI OVER EV PARTNERSHIP-FT FORD HELD TALKS WITH CHINAS XIAOMI OVER EV PARTNERSHIP-FT"
X Link 2026-01-31T19:23Z [---] followers, [---] engagements

"@patrick_oshag @RagingVentures If I can migrate from old systems I can also migrate from new ones. If the value doesnt live up to the hype then whats the point . Levis stores still run IBM payment platforms SAP etc"
X Link 2026-01-31T19:28Z [---] followers, [--] engagements

"SaaS is dead - Well SaaS has LLM too. Analyst are out of their minds. $CRM $NOW have spend decades gathering enterprise data that LLM is not trained on. In the age of AI the real moat is DATA"
X Link 2026-01-31T21:23Z [---] followers, [--] engagements

"Everyone and their mama will vibe code their own CRM - Reality is : "Even in areas like knowledge management and workflow automation where in-house builds have historically dominated many enterprises expect to migrate from DIY LLM implementations to packaged applications over time." https://twitter.com/i/web/status/2017716481899757920 https://twitter.com/i/web/status/2017716481899757920"
X Link 2026-01-31T21:47Z [---] followers, [----] engagements

"source - https://www.a16z.news/p/leaders-gainers-and-unexpected-winners https://www.a16z.news/p/leaders-gainers-and-unexpected-winners"
X Link 2026-01-31T21:47Z [---] followers, [--] engagements

"The enterprise proprietary data that $CRM and $NOW have does not exist at OAI or Anthropic - Proprietary Data is now Gold if you know you know"
X Link 2026-01-31T21:51Z [---] followers, [--] engagements

"@HyperTechInvest $MU $SNDK"
X Link 2026-01-31T22:43Z [---] followers, [---] engagements

"@ns123abc $MU $SNDK"
X Link 2026-01-31T22:44Z [---] followers, [----] engagements

"@RJCcapital $MU $SNDK"
X Link 2026-01-31T22:45Z [---] followers, [---] engagements

"@HedgieMarkets the result of vibe coding"
X Link 2026-02-01T04:26Z [---] followers, [---] engagements

"@thdxr Anthropic use react version of tui for Claude"
X Link 2026-02-01T07:33Z [---] followers, [---] engagements

"@GenAI_is_real Yes window [--] release is going great"
X Link 2026-02-01T18:10Z [---] followers, [---] engagements

"@AmanSharma_554 More orgs use bitbucket $TEAM than Gitlab"
X Link 2026-02-02T18:52Z [---] followers, [---] engagements

"@Ashton_1nvests Same. I am heavy on these three and dca-ing. $ADBE $NOW $CRM"
X Link 2026-02-02T22:22Z [---] followers, [---] engagements

"$NVDA sans what is going on🫠 $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES"
X Link 2026-02-02T22:30Z [---] followers, [---] engagements

"@Dr_Gingerballs Copislop"
X Link 2026-02-03T18:14Z [---] followers, [---] engagements

"Bruh $DUOL @Adam_a_Dias I sold into the pain @Adam_a_Dias I sold into the pain"
X Link 2026-02-03T20:01Z [---] followers, [---] engagements

"$CRM $WDAY $NOW AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software"
X Link 2026-02-04T00:49Z [---] followers, [---] engagements

"$CMG is set to launch a SaaS offering"
X Link 2026-02-04T02:17Z [---] followers, [--] engagements

"@saxena_puru $CRM $NOW"
X Link 2026-02-04T02:36Z [---] followers, [---] engagements

"$CRM What does salesforce actually do. Here you go - Salesforce is a collection of platforms from slack chat app to CRM Analytics (Tableau) cloud hosting (Heroku) to e-commerce powering brands like Adidas L'Oral etc"
X Link 2026-02-04T03:08Z [---] followers, [---] engagements

"$BTC BITCOIN EXTENDS FALL BRIEFLY DROPS BELOW $64000 LAST DOWN 11.5% AT $64328 BITCOIN EXTENDS FALL BRIEFLY DROPS BELOW $64000 LAST DOWN 11.5% AT $64328"
X Link 2026-02-05T20:22Z [---] followers, [--] engagements

"$HIMS FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. Agency says it will use full enforcement powers including seizures and injunctions against companies marketing unapproved GLP-1 products. https://t.co/SJuwOrBPtU FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. Agency says it will use full enforcement powers including seizures and injunctions against companies marketing unapproved GLP-1 products. https://t.co/SJuwOrBPtU"
X Link 2026-02-07T01:45Z [---] followers, [---] engagements

"$HIMS Sht the bed Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us"
X Link 2026-02-07T23:19Z [---] followers, [---] engagements

"Charly AI provides AI-driven insights by analyzing SEC filings financial statements news and market data. Make confident BUY HOLD or SELL decisions with data-driven analyses grounded in proven investment principles"
X Link 2024-12-18T05:11Z [---] followers, [----] engagements

"Vibe engineering Claude code opus [----] Never judge an Engineer. 😂😭 https://t.co/1T545gcoTb Never judge an Engineer. 😂😭 https://t.co/1T545gcoTb"
X Link 2026-02-16T20:10Z [---] followers, [--] engagements

"Never judge an Engineer. 😂😭"
X Link 2026-02-16T07:01Z [----] followers, 455.2K engagements

"What the hell happened to the X dark mode"
X Link 2026-02-16T19:38Z [---] followers, [--] engagements

"If you invested $10000 in PayPal $PYPL exactly [--] years ago you'd have $1685 today 🚨 Not too bad 🫡"
X Link 2026-02-16T04:22Z 478.6K followers, 183.4K engagements

"the "magic" of cron jobs has all the non-technical people going crazy 🤣"
X Link 2026-02-15T17:01Z 37.8K followers, 52.9K engagements

"People are truly getting one-shotted by AI winner/loser narratives. Might as well stop pretending to be fundamental investors anymore"
X Link 2026-02-15T14:15Z 23.3K followers, 11.7K engagements

"YouTuber Logan Paul purchased this NFT for $635000 in [----]. Today it's worth $155"
X Link 2026-02-15T20:47Z 3.8M followers, 27.9M engagements

"One angle I dont see discussed in the SaaS sell off: Everyone is focused on customers vibecoding their own tools. The bigger risk large platforms launching cheaper competing products at near marginal cost. Distribution wins. Most enterprises would rather deal with one vendor than manage [--] or [--]. Much bigger threat in my view. https://twitter.com/i/web/status/2023146582623801831 https://twitter.com/i/web/status/2023146582623801831"
X Link 2026-02-15T21:25Z 19.3K followers, 11.7K engagements

"@pvncher Truth is found in the careers page"
X Link 2026-02-15T21:01Z 12.9K followers, [----] engagements

"Introducing Kimi Claw🦞 OpenClaw now native to Living right in your browser tab online 24/7. 🔹 ClawHub Access: 5000+ community skills in the ClawHub library. 🔹 40GB Cloud Storage: Massive space for all your files 🔹 Pro-Grade Search: Fetch live high-quality data directly from Yahoo Finance and more. 🔹 Bring Your Own Claw: Connect your third-party OpenClaw to chat with your setup or bridge it to apps like Telegram groups. Discover call and chain them instantly within Beta Access: Now open for Allegretto members and above. Try it now at: https://www.kimi.com/bot http://kimi.com"
X Link 2026-02-15T13:40Z 114.1K followers, 3.8M engagements

"If you invested $10000 in Beyond Meat in [----] today you would have $41"
X Link 2026-02-15T17:57Z 104.6K followers, 9.4M engagements

"😂😂😂😂😂 welp it was fun while it lasted folks https://t.co/Kze2AHcdip welp it was fun while it lasted folks https://t.co/Kze2AHcdip"
X Link 2026-02-16T02:26Z [---] followers, [--] engagements

"welp it was fun while it lasted folks"
X Link 2026-02-15T22:16Z [----] followers, 793.1K engagements

"OpenAI just acquired OpenClaw Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our"
X Link 2026-02-15T21:42Z [---] followers, [--] engagements

"Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings. OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that. https://twitter.com/i/web/status/2023150230905159801"
X Link 2026-02-15T21:39Z 4.4M followers, 15.1M engagements

"so your days are numbered at Anthropic Why wait for the train to hit you if you can get out of its way now Do you have any contingency plans when it comes for your job in the next [--] months Either you are very disingenuous or you have zero survival skills. But it cannot be both. @pvncher I am describing the current state Dario is talking about whats next @pvncher I am describing the current state Dario is talking about whats next"
X Link 2026-02-15T21:35Z [---] followers, [--] engagements

"@pvncher I am describing the current state Dario is talking about whats next"
X Link 2026-02-15T00:04Z 257.6K followers, 55.2K engagements

"The hyperscalers are investing $350 billion in models in [----] and project to invest $600 billion in [----]. But Seedance [---] by Bytedance released a couple of weeks ago is already far more advanced than all the video models in the US. Google has the most resources and content compared to all the other companies and still have not built a model anywhere close to Seedance. It makes you wonder if all that capex is actually required to build better models - maybe we are using a hammer of cash instead of solving harder problems. https://twitter.com/i/web/status/2023073166445220153"
X Link 2026-02-15T16:33Z 22.9K followers, [----] engagements

"Say it slowly with me now: Tasks are not jobs. Say it again slower now: Tasks are not jobs. If you're building housing in a city filing the permit is just a task not the job. It's not even a 10th of the job. Talking to people about whether the building gets approval drafting the plans filing them dealing with bureaucrat's objections filing updates based on those objections and dealing with their asinine circuitousness incompetence is the job. So is hiring people vetting them dealing with people who left for family reasons people who are sick scheduling the actual building work dealing with"
X Link 2026-02-15T17:08Z 33.4K followers, 33.3K engagements

"Few understand this btw not a single person I know in real life actually wants to ship an app even friends in tech btw not a single person I know in real life actually wants to ship an app even friends in tech"
X Link 2026-02-15T20:25Z [---] followers, [--] engagements

"btw not a single person I know in real life actually wants to ship an app even friends in tech Prediction: In the AI age taste will become even more important. When anyone can make anything the big differentiator is what you choose to make. https://t.co/3GQUlfH58t Prediction: In the AI age taste will become even more important. When anyone can make anything the big differentiator is what you choose to make. https://t.co/3GQUlfH58t"
X Link 2026-02-15T18:32Z 30.7K followers, 153.4K engagements

"Unpopular Opinion: Most vibe coders have spent more money on AI credits than they will ever make from vibe coded apps or projects"
X Link 2026-02-15T13:26Z 23.1K followers, 90.5K engagements

"PREDICTION Im seeing a big swing where our types cancel every SaaS and rebuild everything in-house. [--] months later theyre maintaining [--] apps and no time to run THEIR business. Suddenly $2k/month for the stack wont sound so bad vs the opportunity cost. VALUE WILL BE 👑"
X Link 2026-02-14T22:04Z 14.7K followers, [----] engagements

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