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@kg_market KelsoKelso posts on X about debt, target, deep dive, summary the most. They currently have XXX followers and X posts still getting attention that total XXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% finance XXXXX% stocks XXXXX% technology brands XXXXX%
Social topic influence debt #1649, target 28.57%, deep dive 28.57%, summary #283, op 28.57%, $2732share 14.29%, acquisition 14.29%, $22share 14.29%, mon 14.29%, imo XXXXX%
Top accounts mentioned or mentioned by @prospero_ai
Top assets mentioned 501 (32) Okta Inc (OKTA) Zscaler Inc (ZS) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) SATS (Ordinals) (SATS) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last XX hours
"$S 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 $22/share (8x historical) & still below strategic multiples Will add more Mon"
X Link 2025-12-07T17:23Z XXX followers, XXX engagements
"$S SentinelOne analysis summary: X. Reasons to buy X. Reasons to wait X. Probability-Based Scenarios in X year IMO on risk-adjusted basis $S has significant upside potential while having minimal downside - most of the skepticism reflected in Fri's (14%) stock px decline"
X Link 2025-12-07T20:32Z XXX followers, 1046 engagements
"$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 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) $XXX hypergrowth cloud/edge security"
X Link 2025-12-07T17:23Z XXX followers, XXX engagements
"$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, 1468 engagements