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@hhhypergrowth muji @ hhhypergrowthmuji @ hhhypergrowth posts on X about $zs, $net, red, acquisition the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XX% technology brands XX% finance XX% cryptocurrencies XX%
Social topic influence $zs #21, $net #13, red 20%, acquisition #1116, closed 20%, $140m #13, cloudflare #116, databricks 10%, $snow 10%, $clft XX%
Top accounts mentioned or mentioned by @wallstengine @edgeofpower @nothingburger16 @trendvester @mateuss11694714 @edge_of_power @wolfofvught
Top assets mentioned Zscaler Inc (ZS) Cloudflare, Inc. (NET) Snowflake, Inc. (SNOW) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) HashiCorp, Inc. Class A Common Stock (HCP) Netskope, Inc. Class A Common Stock (NTSK) Rubrik, Inc. (RBRK) Fortinet Inc (FTNT) Palo Alto Networks Inc (PANW) CyberArk Software Ltd. (CYBR) SailPoint Technologies Holdings, Inc. Common Stock (SAIL) Okta Inc (OKTA) Crowdstrike Holdings Inc (CRWD)
Top posts by engagements in the last XX hours
"today in premium: catching up on Cloudflare's GTM improvements and Workers/AI moves over the past year $NET also of interest to Databricks $SNOW $CLFT $AMZN $GOOG and $MSFT"
X Link 2025-06-20T21:58Z 53.6K followers, 5356 engagements
"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, 8073 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, 5418 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, 2052 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, 4100 engagements