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@kg_market KelsoKelso posts on X about debt, summary, op, target the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence cryptocurrencies finance stocks technology brands
Social topic influence debt #1486, summary #731, op, target, deep dive, eps, $32, $okta, $rbrkdarktrace, $zs
Top accounts mentioned or mentioned by @datadinvesting @futurenvesting @funofinvesting @mlb @topps @arbprofit @dividendstreams @billackman @leonhartyt @aletechview @cperruna @deionsanders @jaytatum0 @anthonynoto @jakewujastyk @vixandmore @num8ersguy @sbetoneth @girafganger7 @prospero_ai
Top assets mentioned 501 (32) Okta Inc (OKTA) Zscaler Inc (ZS) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) SATS (Ordinals) (SATS) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last XX hours
"$S cheap valuation vs cybersec peers (1/2) - $OKTA (5x) $XX pessimism - PE-like (8x) $XX acq multiple - $RBRK/Darktrace (12x) $XX mid-tier growth - $ZS (15x) $XX strong growth & profit - $CRWD (28x) $XX top-tier leader - $NET (42x) $XXX hypergrowth cloud/edge security"
X Link 2025-12-07T17:23Z XXX followers, XXX engagements
"$S SentinelOne analysis summary: X. Reasons to buy X. Reasons to wait X. Probability-Based Scenarios in X year IMO on risk-adjusted basis $S has significant upside potential while having minimal downside - most of the skepticism reflected in Fri's (14%) stock px decline"
X Link 2025-12-07T20:32Z XXX followers, 1011 engagements
"$S Q3 summary Growth: Rev 259M +23% YoY Adj. EPS XXXX v. -XXXX ARR 1.06B +23% YoY 1.6K Cust. 100K ARR +20% Op margin X% BUT guided down to X% Stock -XX% on guidance miss new CFO DCA'd: Growth intact trades well below sector avg AND acq target w/ no debt (deep dive later)"
X Link 2025-12-06T23:08Z XXX followers, XXX engagements
"$S SentinelOne vs. cybersec peers (2/2) Very cheap in this sector w/ Rev growth XX% & no debt = Significant upside potential 1) Fair Value: $2732/share (1012x EV/Rev) 2) Acquisition: PE can offer $22/share (8x historical) & still below strategic multiples Will add more Mon"
X Link 2025-12-07T17:23Z XXX followers, XXX engagements
"$SATS analysis re: attractive SpaceX stake: - Extremely high risk = all-in bet on SpaceX IMO - Negative liquidation value = huge debt and legacy/declining assets (unless you believe) - Priced to perfection at 800B-1T SpaceX val - Will avoid; consider $GOOG Gemini AI & SpcX stake"
X Link 2025-12-07T22:08Z XXX followers, 1467 engagements