@hazzerdis_guess Hazzerdis
Hazzerdis posts on X about software, $rbrk, $gtlb, ai the most. They currently have [--] followers and [--] posts still getting attention that total [---------] engagements in the last [--] hours.
Engagements: [---------] #
- [--] Week [---------] +162%
Mentions: [--] #
Followers: [--] #
- [--] Week [--] +5.90%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance social networks
Social topic influence software, $rbrk, $gtlb #22, ai, anthropic, in the, market, single, growth, dead
Top assets mentioned Rubrik, Inc. (RBRK) GitLab Inc. (GTLB) Workiva Inc. (WK) Microsoft Corp. (MSFT) Datadog Inc (DDOG) ServiceNow Inc (NOW) Crowdstrike Holdings Inc (CRWD)
Top Social Posts
Top posts by engagements in the last [--] hours
"$RBRK 34% ARR growth 120% NRR 83% GM FCF positive Trades at 7.7x ARR This is a no brainer . should be heavily buying when 8x ARR"
X Link 2026-02-05T03:48Z [--] followers, [---] engagements
"Getting ready to back the truck up $RBRK"
X Link 2026-02-05T15:38Z [--] followers, [---] engagements
"Added to $RBRK position this morning at $49.50. Now my single largest individual position in the portfolio People seem to forget that RBRK =/= seat based workflow SaaS that AI agents are coming after"
X Link 2026-02-05T16:59Z [--] followers, [---] engagements
"@jasonlk Okta has been dead money for the last [--] years"
X Link 2026-02-05T17:01Z [--] followers, [---] engagements
"$GTLB 25% Growth 17% EBITDA 119% NRR Trades at 4.5x revenue. $4B TEV. Who will acquire this Anthropic PE"
X Link 2026-02-05T03:57Z [--] followers, [----] engagements
"Let's go Software ain't dead yet $RBRK $GTLB"
X Link 2026-02-06T18:56Z [--] followers, [----] engagements
"@TrisolarisCap Missed your CFLT posts - need you on $GTLB 🫡"
X Link 2026-02-14T06:32Z [--] followers, [---] engagements
"$WK buyout 🤔 Five private credit firms just provided $1.4B for a software buyout of OneStream valued at $6.4B. Same week everyones asking whether AI will make these companies obsolete. The market is telling you software is at risk. The lenders are telling you they need to deploy capital. https://t.co/AW372kCjXD Five private credit firms just provided $1.4B for a software buyout of OneStream valued at $6.4B. Same week everyones asking whether AI will make these companies obsolete. The market is telling you software is at risk. The lenders are telling you they need to deploy capital."
X Link 2026-02-17T04:04Z [--] followers, [--] engagements
"Five private credit firms just provided $1.4B for a software buyout of OneStream valued at $6.4B. Same week everyones asking whether AI will make these companies obsolete. The market is telling you software is at risk. The lenders are telling you they need to deploy capital. Guess which one wins"
X Link 2026-02-16T19:52Z 44K followers, 22.3K engagements
"Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast Dario on Dwarkesh probably. Now you think its the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to Something Big is Happening. Then youll install ClawdBot on a Mac Mini vibe code a dashboard on top of a postgres database and say were all just a couple ralph loops away from building a Salesforce competitor. Thats gonna last until next week when you discover context graphs and then you're gonna be talking about"
X Link 2026-02-15T19:36Z [----] followers, 1.5M engagements
"Fantastic read good software like good food is so much more than its ingredients. It's the years of customer feedback baked into product decisions It's the institutional knowledge ecosystem of partners integrators and developercompliance brand trust community. https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-15T19:53Z [--] followers, [--] engagements
"In Defense of SaaS Microsoft is in a 26% drawdown. Oracle has been cut in half. Salesforce is getting demolished. Adobe ServiceNow Palantir - all taken to the woodshed. The software sector ETF (IGV) has plunged 28% http://x.com/i/article/2021979955752742912 http://x.com/i/article/2021979955752742912"
X Link 2026-02-12T17:25Z [----] followers, 1.3M engagements
"it arguably advantages incumbents more. They have the existing user base the distribution the data and the brand. They can ship AI-powered features to millions of users overnight. A startup with a weekend project still needs to acquire every single customer from scratch"
X Link 2026-02-15T20:17Z [--] followers, [--] engagements
"In my experience PE often tries to fix the losers instead of riding the winners. Sort of feels logical to say: well this customer did $100 last year and $50 this year lets go win back the other $50. But this is actually insane behavior. The reality is the market is telling you what it wants. The winners are winning for a reason. Double down on the winners"
X Link 2026-02-13T12:27Z 13.9K followers, 37.8K engagements
"Orlando Bravo on CNBC talking about gems in the public markets. What better than boring mission-critical compliance software with 95%+ GRR. Tried to buy it in [----] at $100+. Currently $65. Im sure hes talking about someone else though $WK"
X Link 2026-02-12T15:29Z [--] followers, [--] engagements
""Look software is oversold. We're getting a lot of calls from LPs and big institutions saying do you still have room Are you open And we're not. There are some very big large investors that have a lot of experience that are looking to deploy capital especially in the private market in software there are some jewels in the public markets right now that are worth so much that have [--] years of domain expertise built into their process built into their product. And those companies are really really cheap right now." Orlando Bravo on CNBC today"
X Link 2026-02-11T23:15Z 27.7K followers, 180.7K engagements
"RT @midwit_capital: Im assembling a team. $GTLB"
X Link 2026-02-11T14:43Z [--] followers, [--] engagements
"Im assembling a team. $GTLB It turns out ppl who understand software better (Anthropic for instance) are speaking with their wallets And the message is quite different than what you hear from armchair "software specialists". $DDOG https://t.co/wYGWlyvuE8 It turns out ppl who understand software better (Anthropic for instance) are speaking with their wallets And the message is quite different than what you hear from armchair "software specialists". $DDOG https://t.co/wYGWlyvuE8"
X Link 2026-02-11T12:11Z [----] followers, [----] engagements
"It turns out ppl who understand software better (Anthropic for instance) are speaking with their wallets And the message is quite different than what you hear from armchair "software specialists". $DDOG Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are lower bc the potential for AI disruption lowers predictability of future cash flows. This only changes if they show how AI is accelerating their core biz. 📈🧐 Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are"
X Link 2026-02-11T10:54Z [----] followers, 11.8K engagements
"$RBRK had its best checks in +5 years with a competitor's issues mainly idiosyncratic. Expecting +10% sales / 2% ARR upside though stock will likely trade on FY27 initial guide primarily where our math implies $1.8B ARR and low-20s sales growth - Piper"
X Link 2026-02-10T04:38Z 111.2K followers, 33.1K engagements
"Rubrik + CrowdStrike complete identity resilience: [--]. Correlate identity changes and risks [--]. Accelerate investigations with shared context [--]. Reduce time to response with real adversary activity Detection. Recovery. Done. cc/ @rubrikInc @CrowdStrike @George_Kurtz"
X Link 2026-02-07T16:19Z 11K followers, 12.5K engagements
"how i feel today getting back to breakeven after almost getting liquidated yesterday"
X Link 2026-02-06T14:51Z 54.5K followers, 74.3K engagements
"Y'all are clowns. Clowns. The Anthropic legal plugin USES SOFTWARE. It doesn't replace it. "In fact the Cowork legal plugin uses Microsoft [---] Jira Slack and Box software to accomplish its tasks. No one at Anthropic has replicated any of these applications with ones coded by the companys Claude Code agent." https://www.barrons.com/articles/tech-stocks-anthropic-ai-claude-cowork-105f5ca2 https://www.barrons.com/articles/tech-stocks-anthropic-ai-claude-cowork-105f5ca2"
X Link 2026-02-06T14:19Z 84K followers, 208.3K engagements
"Let's go Software ain't dead yet $RBRK $GTLB"
X Link 2026-02-06T18:56Z [--] followers, [----] engagements
"When youre down 75% and make a 3% comeback"
X Link 2026-02-06T12:47Z 761K followers, 586.4K engagements
"$WK Just going to leave this here. Growing 20%. At 4.3x"
X Link 2026-02-05T20:43Z [--] followers, [--] engagements
"Added to $RBRK position this morning at $49.50. Now my single largest individual position in the portfolio People seem to forget that RBRK =/= seat based workflow SaaS that AI agents are coming after"
X Link 2026-02-05T16:59Z [--] followers, [---] engagements
"Portfolio is evaporating and she just asked me if Id love her if she was a toaster"
X Link 2026-02-05T14:00Z 93.1K followers, 701.2K engagements
"Getting ready to back the truck up $RBRK"
X Link 2026-02-05T15:38Z [--] followers, [---] engagements
"$GTLB 25% Growth 17% EBITDA 119% NRR Trades at 4.5x revenue. $4B TEV. Who will acquire this Anthropic PE"
X Link 2026-02-05T03:57Z [--] followers, [----] engagements
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