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@hhhypergrowth muji @ hhhypergrowthmuji @ hhhypergrowth posts on X about $zs, $rbrk, $cybr, $panw the most. They currently have XXXXXX followers and X posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXXX%
Social topic influence $zs #14, $rbrk #26, $cybr #2, $panw #10, $crwd #27, $okta #10, $sail #15, okta #95, red 22.22%, acquisition #1103
Top accounts mentioned or mentioned by @wallstengine @edgeofpower @nothingburger16 @trendvester @mateuss11694714 @edge_of_power @wolfofvught
Top assets mentioned Zscaler Inc (ZS) Rubrik, Inc. (RBRK) CyberArk Software Ltd. (CYBR) Palo Alto Networks Inc (PANW) Crowdstrike Holdings Inc (CRWD) Okta Inc (OKTA) SolanaSail (SAIL) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) HashiCorp, Inc. Class A Common Stock (HCP) Core Scientific, Inc. Common Stock (CORZ) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Netskope, Inc. Class A Common Stock (NTSK) Fortinet Inc (FTNT) Cloudflare, Inc. (NET)
Top posts by engagements in the last XX hours
"Confluent $CFLT getting acquired $IBM . and seems very similar to HashiCorp $HCP arc before. IBM loves rolling up these open-source enterprise software companies once the growth peters out. Confluent and HashiCorp were both growing sub-20% at point of acquire. Felt like both went from founder-led exciting product to a sprawling and unfocused ops team and roadmap as they matured. So this outcome isn't surprising. Huge Jay Kreps fan as a dev (using Kafka and Confluent) but as an investor I felt like they needed new leadership a few years ago. I don't see either platform becoming more focused"
X Link 2025-12-08T19:02Z 53.6K followers, 8038 engagements
"@edge_of_power it was not $CORZ that had the delay"
X Link 2025-12-04T17:35Z 53.7K followers, XXX engagements
"today's premium piece looks at Rubrik's Q3 results and massive move into agentic AI monitoring and control $RBRK and of interest to $AMZN $MSFT $GOOG $CRWD $OKTA $SAIL $CYBR $PANW"
X Link 2025-12-05T20:49Z 53.6K followers, 5321 engagements
"Zscaler's $ZS Q1 report showed a reacceleration in the top line (+20.7% rising to over +25% from Q4 to Q1) but that is entirely from its acquisition of MDR provider Red Canary that closed on the first day of quarter. Red Canary previously reported having $140M in ARR in March aka $35M a quarter. Adjusting that out of Q126 results changes it from +25.5% YoY growth to +19.9% . implying a continued slowdown in their core business. Apparently an acquisition adding XXX% to revenue results in "don't believe. are material" and YoY organic growth going from +20.7% to +19.9% seq means "organic growth"
X Link 2025-12-08T21:30Z 53.6K followers, 5360 engagements
"This is even being conservative and not factoring in X months of subsequent growth in Red Canary (which mgmt said has performed above expectations). Red Canary saying $140M in ARR in Q4 ending Jan-25: Acquisition closed Aug X first day of $ZS Q1:"
X Link 2025-12-08T21:30Z 53.6K followers, 2009 engagements
"today's free post: a deep dive into Netskope $NTSK at IPO and its shifts into SSE/SASE also of interest to $RBRK $ZS $NET $FTNT $PANW $CYBR $OKTA $SAIL $CRWD $S"
X Link 2025-12-08T23:13Z 53.6K followers, 3875 engagements