@longshorteqt Avatar @longshorteqt longshorteqt

longshorteqt posts on X about ai, growth, $wday, $ddog the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 73% technology brands 43% finance 27% cryptocurrencies 9% social networks 3% events 1% vc firms 1% countries 1% fashion brands 1% celebrities 1%

Social topic influence ai 17%, growth 10%, $wday 9%, $ddog 9%, business 7%, acquisition #1004, anthropic 7%, $goog 6%, $amzn 6%, at least 6%

Top accounts mentioned or mentioned by @shomikghosh21 @jaredsleeper @ragingventures @tryramp @midnightcaptl @upslopecapital @ft @hhhypergrowth @prollyballistic @fromvalue @chitchatstocks @iconiqcapital @ringcentral @lfgcap @techfundies @wallstengine @tanayj @salesforce @hubspot @saxenapuru

Top assets mentioned Workday Inc (WDAY) Datadog Inc (DDOG) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) FIVE9, INC. (FIVN) ServiceTitan, Inc. (TTAN) Zoom Video Communications Inc (ZM) Shopify Inc (SHOP) Now Coin (NOW) Maplebear Inc. (CART) Treehouse (TREE) SAP SE (SAP) Shake Shack Inc. (SHAK) Rubrik, Inc. (RBRK) Salesforce Inc (CRM) Palo Alto Networks Inc (PANW) Okta Inc (OKTA) RINGCENTRAL, INC. (RNG) Etsy Inc (ETSY) Klarna Group plc (KLAR) Cloudflare, Inc. (NET) DigitalOcean Holdings, Inc. (DOCN) Snowflake Inc. (SNOW) Microsoft Corp. (MSFT) Sleepless AI (AI) UiPath, Inc. (PATH) New York Times Co. (NYT) Savers Value Village, Inc. (SVV) ThredUp Inc. (TDUP) Decentral Games (DG) Five Below, Inc. (FIVE) Dollar Tree Inc (DLTR) Helium IOT (IOT)

Top Social Posts

Top posts by engagements in the last [--] hours

"$SHAK same-store and overall traffic growth looks like it slowed in Q4. Not a good sign for Q4 comps or hopes of re-acceleration"
X Link 2026-02-15T12:24Z [--] followers, [--] engagements

"$SHAK pre-announced Q4 and guided [----] in-line although didnt break out traffic/ticket. https://investor.shakeshack.com/press-releases/press-release-details/2026/Shake-Shack-Provides-Fiscal-Fourth-Quarter-2025-Business-Update/default.aspx $SHAK preannounced Q4 revenue of $400.5M below est. of $410M and FY25 revenue of $1.45B with Q4 same store sales up 2.1% and FY comps up 2.3%. It opened [--] company operated units in [----] (373 total) and guided [----] revenue to $1.6B to $1.7B in-line with $1.65B with [--] to [--] https://t.co/3Ss69srRdO"
X Link 2026-02-15T12:46Z [--] followers, [--] engagements

"Maybe just a rumor but C3 AI $AI merger with Automation Anywhere (private UiPath $PATH comp) might end up as an even more interesting short if/after a deal closes - assuming LLMs are commoditizing legacy RPA. AA last valued $6.8B in [----] and acquired Aisera (ITSM agentic AI) for $1.5B in Nov25. Although not sure if Aisera is truly a game-changer for the business and/or a meaningful revenue driver. Something to keep an eye on. Might go nowhere. C3 $AI is in talks to merge with Automation Anywhere. If it happens Automation Anywhere would acquire C3 AI and use the deal to go public: The"
X Link 2026-02-15T18:12Z [--] followers, [---] engagements

"Just one trades industry targeted by $TTAN but US HVAC employment growth re-accelerated +11% in [----]. Reads positive for $TTAN user/volume growth. https://fred.stlouisfed.org/series/LEU0254511100A https://fred.stlouisfed.org/series/LEU0254511100A"
X Link 2026-02-13T18:13Z [--] followers, [---] engagements

"Googles acquisition of Wiz should finally close next month after which they might start to collect other pieces to round out their cyber platform. Interesting thought that SentinelOne $S or Okta $OKTA could be next on the list of targets. Wiz tried and failed to acquire $S in [----] but now has the backing of Google. $GOOG $GOOGL Google is the secret dark horse of cybersecurity. Between vertical integration Gemini and the Wiz acquisition theyre building the "Anti-Microsoft" stack for a world that scales with code not headcount. https://t.co/YhISseo1ql Google is the secret dark horse of"
X Link 2026-02-14T15:02Z [--] followers, [---] engagements

"Heres to hoping the SaaSpocalypse doesnt ultimately resemble the decline of legacy newspapers (although look at $NYT today) many are pointing to the recent Q4 earnings reports as evidence that AI isnt eating software However What youll see is the voting machine of the market saw the disruption coming from the internet and started to discount the newspaper stocks right away. From [----] to [----] those stocks basically went down in a straight line. However if you look at earnings estimates for that same set of companies they actually grew for about [--] straight years During that time the stocks"
X Link 2026-02-14T16:25Z [--] followers, [---] engagements

"Anthropic adoption seriously up and to the right according to @tryramp data. Good for $ZM and their Anthropic investment. Anthropic taking meaningful share. https://t.co/WhaZPJ5vPh Anthropic taking meaningful share. https://t.co/WhaZPJ5vPh"
X Link 2026-02-14T22:08Z [--] followers, [---] engagements

"Resales accelerating share gains in apparel accessories and footwear sales - particularly among high-income consumers - sounds like a good sign for $REAL sales growth (also $TDUP and $SVV generally). the start of [----] shows the $100K+ cohort accelerating its wallet share to resale suggesting that even higher-income consumers are beginning to turn to resale as a viable option for their the Apparel Accessories and Footwear budgets https://twitter.com/i/web/status/2022827621495505312 https://twitter.com/i/web/status/2022827621495505312"
X Link 2026-02-15T00:17Z [--] followers, [---] engagements

"@shomikghosh21 @JaredSleeper I originally thought so too but interestingly enough the public UCaaS vendors have been surprisingly resilient ytd. $RNG $EGHT also up ytd"
X Link 2026-02-15T02:28Z [--] followers, [--] engagements

"Great Substack on AI budgets and the vibe coding debate. [--] takeaways: 1/ Its 100x easier to get AI budget than SaaS budget but buyers would rather buy AI tools from existing (SaaS) vendors. 2/ Almost no one wants to build SaaS/AI apps internally. it almost always has terrible ROI. 3/ Building the app is the easy part. its everything else (maintenance security updates etc.) that takes a lot of time is risky and a distraction from the core business. 4/ Its nice to have an external vendor to blame instead of yourself when something inevitably goes wrong with the app. 5/ AI-native businesses have"
X Link 2026-02-15T19:29Z [--] followers, [---] engagements

"Accelerating traffic growth for the grocery industry through Q4 should read positive for $CART"
X Link 2026-01-31T06:32Z [--] followers, [---] engagements

"Dollar store sales growth across all income cohorts appears to be reaccelerating into Q1 [----] with high-income cohorts continuing to outperform the rest and that gap is widening - what began as trial or convenience-driven behavior has become more entrenched. $DG $DLTR $FIVE"
X Link 2026-02-02T14:32Z [--] followers, [---] engagements

"Entire SaaS universe is green and $IOT still cant catch a bid huh"
X Link 2026-02-02T14:48Z [--] followers, [---] engagements

"Elevated/improving HVAC consolidation trends (incl. PE roll-ups) should positively impact $TTAN Rev growth (Capstone data as of 9/30/25)"
X Link 2026-02-02T15:28Z [--] followers, [---] engagements

"After a short pause in 2Q25 TikTok Shop has clearly resumed steadily capturing share of US e-commerce sales. $SHOP $CMRC $ETSY $AMZN"
X Link 2026-02-02T18:03Z [--] followers, [---] engagements

"Im thinking $RKT CEOs positive comments this morning on mortgage volume growth + $PFSI recent earnings miss on accelerated pre-payments/refinancing and increased competition should all be good signs for $TREE given their marketplace and positive exposure to refinancing volumes - good for growth and margins. $RKT CEO on CNBC ahead of earnings: He said Rocket is on track for its highest mortgage loan volume in four years and its highest gain-on-sale margins in four years and said the momentum has continued into January as well. $RKT CEO on CNBC ahead of earnings: He said Rocket is on track for"
X Link 2026-02-03T13:36Z [--] followers, [---] engagements

"BNPL usage data (via LendingTree customer survey). $PYPL $KLAR $AFRM $XYZ $SEZL"
X Link 2026-02-03T20:05Z [--] followers, [---] engagements

"@Midnight_Captl Dont worry - if $GOOG beats $AMZN will still have its chance Thu to miss and send us to zero anyway"
X Link 2026-02-04T04:26Z [--] followers, [---] engagements

"Jensen arguing the bull case for software - love to see it. At least we can all now agree SaaS co terminal values arent zero. $NOW $SAP Jensen tonight at the Cisco AI summit on how the market is getting it wrong with Software Software = tools AI will be maximally efficient by using the tools (tool use) not reinventing them https://t.co/n2m5sjxLYk Jensen tonight at the Cisco AI summit on how the market is getting it wrong with Software Software = tools AI will be maximally efficient by using the tools (tool use) not reinventing them https://t.co/n2m5sjxLYk"
X Link 2026-02-04T15:44Z [--] followers, [---] engagements

"$WDAY might be the first company to announce a RIF and then have its stock price fall. smh"
X Link 2026-02-04T21:48Z [--] followers, [---] engagements

"@UpslopeCapital Too high or too low Sitting on a ton of excess inventory along with $DEO and others it seems. Five of the biggest listed alcohol producers Diageo Pernod Ricard Campari Brown Forman and Rmy Cointreau are sitting on $22bn worth of ageing spirits the highest level of inventory in more than a decade. https://t.co/4exCFJoACV https://t.co/tcCSV0izzB Five of the biggest listed alcohol producers Diageo Pernod Ricard Campari Brown Forman and Rmy Cointreau are sitting on $22bn worth of ageing spirits the highest level of inventory in more than a decade. https://t.co/4exCFJoACV"
X Link 2026-02-05T04:45Z [--] followers, [---] engagements

"Taking it as SBC/dilution is never coming down at $TEAM Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW"
X Link 2026-02-07T16:04Z [--] followers, [---] engagements

"According to Circana TikTok Shop generated $6.5B in Q4 reaching 1% of total US retail sales in just two years and 3% of e-commerce sales. $SHOP $AMZN $ETSY https://www.circana.com/post/retail-enters-a-phase-of-continuance https://www.circana.com/post/retail-enters-a-phase-of-continuance"
X Link 2026-02-08T02:15Z [--] followers, [---] engagements

"Definition of productivity aside Digital Ocean $DOCN and Cloudflare $NET should at least be beneficiaries of this site/app volume growth acceleration near-term The past year has seen an explosion in coding productivity @FT https://t.co/XhcrqLkxzv The past year has seen an explosion in coding productivity @FT https://t.co/XhcrqLkxzv"
X Link 2026-02-08T04:41Z [--] followers, [----] engagements

"Meh. $WDAY just announced their CEO is stepping down after 2yrs effective immediately and co-founder Aneel Bhusri is reclaiming the CEO role. Never a fan of surprise c-suite turnover but I guess Aneel will do a better job shaping/communicating the AI story"
X Link 2026-02-09T14:27Z [--] followers, [---] engagements

"Tough growth expectations reset for $MNDY from a 20%+ cagr business to high-teens%. will see how consensus adjusts but need to at least see signs of stabilization this year. Staying clear for now"
X Link 2026-02-09T15:07Z [--] followers, [---] engagements

"I assume this openai codex trend should benefit $DDOG to some extent. Got to give it to OpenAI. They know how to respond. AI coding usage is going ballistic the market is underestimating AI and the demand at the hyperscalers. https://t.co/NkjaoTv58M Got to give it to OpenAI. They know how to respond. AI coding usage is going ballistic the market is underestimating AI and the demand at the hyperscalers. https://t.co/NkjaoTv58M"
X Link 2026-02-09T16:45Z [--] followers, [---] engagements

"Should be a positive read for $SNOW - Databricks rev growth accelerated to 65% in Q4 up from 55% in Q3 and 50% in Q2. I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the"
X Link 2026-02-09T17:07Z [--] followers, [---] engagements

"$TTAN looking like the most hated public vSaaS co (-40% ytd) and hasnt even reported Q4 earnings yet (on 3/12/26). Not sure what shifts momentum between now and then. Down -2% today while $IGV +3%"
X Link 2026-02-09T20:05Z [--] followers, [---] engagements

"Funny. $UPWK gave their [----] guide early only [--] months ago (slide below) and not only were todays reported 4Q25 Rev and EBITDA beats exceptionally small but now theyre guiding to Q1 Rev +1% and EBITDA margin -540bps to 23.7% (midpoint) - not only wildly below consensus but also requiring steep acceleration/margin expansion in Q2-4 to hit the maintained FY guide. Will see what they have to say on the call. https://twitter.com/i/web/status/2020981194024722531 https://twitter.com/i/web/status/2020981194024722531"
X Link 2026-02-09T22:00Z [--] followers, [---] engagements

"Not sure what more there would be to fight for on $RPD on the long (or short) side other than a PE acquisition. Management is capitulating and saying rev growth is flipping negative (-2% in FY26) with shrinking op margins (-240bps in FY26) and is no longer guiding to a back-half acceleration like theyve done in each of the last couple years. at least this feels like a more honest guide. Intensifying competition in VM appears to be taking its toll. https://twitter.com/i/web/status/2021344597633388732 https://twitter.com/i/web/status/2021344597633388732"
X Link 2026-02-10T22:04Z [--] followers, [---] engagements

"$CSCO dragging down other hardware names today ( $FFIV $HPE $PSTG ) Excessive gross margin pressure due to memory costs some of which theyll now get their resellers/channel partners to eat. $CDW $SNX $PLUS $INGM"
X Link 2026-02-12T15:46Z [--] followers, [---] engagements

"@hhhypergrowth Todd Nightingale really shouldnt have been so quick to jump ship"
X Link 2026-02-12T20:57Z [--] followers, [---] engagements

"Should be a good sign for $TTAN. Leading Indicator of Remodeling Activity (LIRA) shows US homeowner improvement and repair spending accelerated through 4Q25 (and possibly into 1Q26)"
X Link 2026-02-13T01:35Z [--] followers, [---] engagements

"30 year mortgage rates continue to fall driving refinancing activity higher into [----]. Should benefit LendingTree $TREE as a major lead gen co and online marketplace for mortgage refinancing"
X Link 2026-02-13T14:16Z [--] followers, [---] engagements

"Fannie Mae Refinance Application-Level Index (RALI) shows YoY growth in dollar volume and number of mortgage refinance applications accelerated meaningfully in 4Q25 and into 1Q26. Should be a good sign for $TREE rev growth and margins. Was able to download the data to create the chart below. https://www.fanniemae.com/data-and-insights/surveys-indices/refinance-application-level-index [--] year mortgage rates continue to fall driving refinancing activity higher into [----]. Should benefit LendingTree $TREE as a major lead gen co and online marketplace for mortgage refinancing."
X Link 2026-02-13T14:25Z [--] followers, [---] engagements

"@RagingVentures Looking like a great call on $TOST at least so far this AM"
X Link 2026-02-13T14:35Z [--] followers, [---] engagements

"$DDOG overall gross revenue retention 97%+ is impressive and even more impressive to me is 96%+ in SMB/mid-market. From $DDOG [----] Investor Day:"
X Link 2026-02-13T16:14Z [--] followers, [---] engagements

"Not sure this is the best metric to track customer support hiring growth but this a16z chart does seem to support the AI bear case for CCaaS vendors $NICE & $FIVN (even $FRSH) and CX BPOs $TEP $CNXC $TASK $TTEC https://open.substack.com/pub/a16z/p/charts-of-the-week-customer-service https://open.substack.com/pub/a16z/p/charts-of-the-week-customer-service"
X Link 2026-02-13T19:12Z [--] followers, [---] engagements

"This comment from the $DDOG 4Q25 earnings call stood out. $DDOG released OnCall ( $PD comp ) 1yr ago (Jan25) and already used by 3K customers $PD has 15K total paying customers. Biggest risk to $PD in my book. Customer overlap is probably quite high between $PD and $DDOG"
X Link 2026-02-14T01:31Z [--] followers, [---] engagements

"@prollyballistic $PD to zero might actually be the end game with Datadog making serious headway in their market. https://x.com/longshorteqt/status/2022483814988087573s=46 This comment from the $DDOG 4Q25 earnings call stood out. $DDOG released OnCall ( $PD comp ) 1yr ago (Jan25) and already used by 3K customers $PD has 15K total paying customers. Biggest risk to $PD in my book. Customer overlap is probably quite high between $PD and $DDOG. https://t.co/AjwyFBVjf6 https://x.com/longshorteqt/status/2022483814988087573s=46 This comment from the $DDOG 4Q25 earnings call stood out. $DDOG released"
X Link 2026-02-14T02:33Z [--] followers, [---] engagements

"@FromValue SaaSpocalypse aside. comp $CVLT earnings miss/disappointing guide on jan [--] + $RBRK CRO leaving (announced feb 4) not instilling much confidence possibly. $RBRK just filed an 8-K: their CRO is leaving after [--] years for another opportunity [--] week after the FY ended (on Jan 31st) but dont worry - they beat their Q4 guide across all metrics curious to see how this trades tomorrow and up until they officially report (and guide https://t.co/eb7bwpncxz $RBRK just filed an 8-K: their CRO is leaving after [--] years for another opportunity [--] week after the FY ended (on Jan 31st) but dont"
X Link 2026-02-14T04:18Z [--] followers, [---] engagements

"@shomikghosh21 @JaredSleeper Thats fair Just pointing out that Zooms closest public comps (with no Anthropic exposure) are also up ytd"
X Link 2026-02-15T03:23Z [--] followers, [--] engagements

"https://www.placer.ai/anchor/articles/shake-shack-in-q4-2025-expansion-led-growth-with-stable-same-store-demand https://www.placer.ai/anchor/articles/shake-shack-in-q4-2025-expansion-led-growth-with-stable-same-store-demand"
X Link 2026-02-15T12:25Z [--] followers, [--] engagements

"$RBRK just filed an 8-K: their CRO is leaving after [--] years for another opportunity [--] week after the FY ended (on Jan 31st) but dont worry - they beat their Q4 guide across all metrics curious to see how this trades tomorrow and up until they officially report (and guide for CY2026) on Mar 12th https://twitter.com/i/web/status/2019209577187696843 https://twitter.com/i/web/status/2019209577187696843"
X Link 2026-02-05T00:40Z [--] followers, [----] engagements

"@chitchatstocks vSaaS cos $TTAN and $SHOP to Valhalla. also $WDAY might be a SaaS value trap but if thinking 3-5 yrs hard to ignore here"
X Link 2026-02-14T04:03Z [--] followers, [---] engagements

"@JaredSleeper $ZM Enterprise growth re-accelerating (AI Phone CX) + Online stabilizing (accelerating) + Anthropic stake $ZM rallying today because theyre now an Anthropic proxy Love it. $ZM rallying today because theyre now an Anthropic proxy Love it"
X Link 2026-02-14T15:17Z [--] followers, [---] engagements

"Narrative violation courtesy of IBM bro what https://t.co/EnEu09OTuI bro what https://t.co/EnEu09OTuI"
X Link 2026-02-14T20:19Z [--] followers, [--] engagements

"1 week after the preannounce MS upgraded $SHAK and raised PT Morgan Stanley Upgrades $SHAK to Overweight from Equalweight Raises PT to $125 from $115 Analyst comments: "We have not previously recommended SHAK and have long struggled with sales volatility total addressable market value proposition and the desire to invest in the https://t.co/8jBTietZXe Morgan Stanley Upgrades $SHAK to Overweight from Equalweight Raises PT to $125 from $115 Analyst comments: "We have not previously recommended SHAK and have long struggled with sales volatility total addressable market value proposition and the"
X Link 2026-02-15T12:49Z [--] followers, [--] engagements

"$RDDT traffic growth looks good through Jan26. Reddit has been on a gradual growth trajectory over the past three years peaking at [-----] billion visitors in January [----] (14.37% year-over-year). https://t.co/9m3Nqb7g4i Reddit has been on a gradual growth trajectory over the past three years peaking at [-----] billion visitors in January [----] (14.37% year-over-year). https://t.co/9m3Nqb7g4i"
X Link 2026-02-15T13:00Z [--] followers, [---] engagements

"Wonder if this BlackLine $BL acquisition is still in play. Reportedly had a $66/share offer from $SAP (6/18/25) possibly mid-$70s after the board rejected and $BL is now trading $38/share. SAP strategic partnership is 30% of $BL rev. Activist Engaged Capital (owns 2%) and PE firm Clearlake Capital (owns 10%) likely pushing for a sale and other shareholders are presumably unhappy with current valuation. https://www.cnbc.com/2026/01/24/activist-engaged-capital-is-poised-to-shake-up-the-board-at-blackline.html"
X Link 2026-02-15T22:08Z [--] followers, [---] engagements

"$NOW (at a BBG event) says their customer service agent headcount is flat over the last 2yrs even as a major user and vendor of AI. Maybe an outlier given $NOW s growth but suggests headwinds to CCaaS vendors like $FIVN and $NICE are exaggerated. https://youtu.be/5-TgosbVtt8si=-aGu4XtNkc_4df72 https://youtu.be/5-TgosbVtt8si=-aGu4XtNkc_4df72"
X Link 2025-09-01T21:05Z [--] followers, [---] engagements

"Anthropic now valued at $183bn on $5bn ARR (+$4bn or +500% ytd). what a time to be alive We've raised $13 billion at a $183 billion post-money valuation. This investment led by @ICONIQCapital will help us expand our capacity improve model capabilities and deepen our safety research. We've raised $13 billion at a $183 billion post-money valuation. This investment led by @ICONIQCapital will help us expand our capacity improve model capabilities and deepen our safety research"
X Link 2025-09-02T17:00Z [--] followers, [---] engagements

"IPO-bound Klarna ( $KLAR) is reportedly pulling employees from all across their business and moving them into customer service anecdotal but a reversal from an early and vocal proponent of using AI to lower CX headcount. Reads positive for CCaaS vendors incl. $FIVN & $NICE"
X Link 2025-09-04T12:52Z [--] followers, [---] engagements

"$RNG is making a small WFM acquisition to strengthen its CCaaS offering. Seems to be an ongoing trend in the industry. $FIVN $NICE $VRNT RingCentral announced the acquisition of CommunityWFM a cloud-based AI-first contact center workforce management software solution. Adds #WFM capabilities to @RingCentral 's RingCX contact center platform. #CX #CCaaS https://t.co/ZEQd4dnZ0Z RingCentral announced the acquisition of CommunityWFM a cloud-based AI-first contact center workforce management software solution. Adds #WFM capabilities to @RingCentral 's RingCX contact center platform. #CX #CCaaS"
X Link 2025-09-08T14:49Z [--] followers, [---] engagements

"Vista looking to dump its 34% stake in $JAMF (according to Reuters). Stock is up 50% since their Q2 earnings beat early Aug so might as well try to get out while the getting is good. Really testing the SaaS sh*tco bid"
X Link 2025-09-13T16:28Z [--] followers, [---] engagements

"2025 ISG Contact Centers Buyers Guide paints a more complete picture of how crowded the CC tech industry is. No surprise $NICE and Genesys are ranked as leaders. $FIVN closing the gap. $CXM (Sprinklr) rated highly - just waiting to see if they show up in Gartners next report"
X Link 2025-09-27T04:15Z [--] followers, [---] engagements

"AI adoption is apparently declining at larger firms. Not sure exactly what is driving this (poor ROI) but reads counter to the bear case for a lot of SaaS cos. $FIVN $CRM"
X Link 2025-10-02T16:01Z [--] followers, [---] engagements

"So $DDOG is down -4% today because $PANW is buying an observability startup/comp Seems overblown. Palo Alto Networks to Buy Chronosphere for $3.35 Billion Posts Higher Revenue https://t.co/OUcLlRgwv8 Palo Alto Networks to Buy Chronosphere for $3.35 Billion Posts Higher Revenue https://t.co/OUcLlRgwv8"
X Link 2025-11-20T15:20Z [--] followers, [---] engagements

"$WDAY $ZS $PD not helping today. Goldman: Software sits at around the lowest vs semis in the past [--] years. https://t.co/I98sJHaCAF Goldman: Software sits at around the lowest vs semis in the past [--] years. https://t.co/I98sJHaCAF"
X Link 2025-11-26T15:01Z [--] followers, [---] engagements

"More data on $goog Gemini taking share (from ChatGPT) Gemini app downloads are catching up to ChatGPT and Gemini users now spend more time in the app than ChatGPT users https://t.co/du8gL9yqQ0 Gemini app downloads are catching up to ChatGPT and Gemini users now spend more time in the app than ChatGPT users https://t.co/du8gL9yqQ0"
X Link 2025-11-30T14:46Z [--] followers, [---] engagements

"$par lol CTO of PAR doing tegus calls for $500/hr lmao https://t.co/aw9lPPyuIs CTO of PAR doing tegus calls for $500/hr lmao https://t.co/aw9lPPyuIs"
X Link 2025-12-01T01:49Z [--] followers, [---] engagements

"$wday Workday is one of the few public software companies to report product attach rates at an individual product level https://t.co/LF9Q0ECjX0 Workday is one of the few public software companies to report product attach rates at an individual product level https://t.co/LF9Q0ECjX0"
X Link 2025-12-12T19:46Z [--] followers, [--] engagements

"VC investor/insider Lightspeed selling more $RBRK Goldman Sachs Reiterates Buy on $RBRK PT $120 Reiterate our Buy rating on Rubrik following a -17% pullback in the stock vs. post-F3Q earnings highs. The recent pressure coincides with: 1) Lightspeeds in-kind distribution of 3M+ shares (starting Dec. 11) and 2) a broader Goldman Sachs Reiterates Buy on $RBRK PT $120 Reiterate our Buy rating on Rubrik following a -17% pullback in the stock vs. post-F3Q earnings highs. The recent pressure coincides with: 1) Lightspeeds in-kind distribution of 3M+ shares (starting Dec. 11) and 2) a broader"
X Link 2025-12-19T11:15Z [--] followers, [---] engagements

"$SNOW moving into observability likely being viewed as a threat to $DDOG $SNOW : Baird reiterates Outperform maintains $ Analyst sees rumored Observe deal as digestible and strategically sound with low integration risk. https://t.co/NKgRw3ecTM $SNOW : Baird reiterates Outperform maintains $ Analyst sees rumored Observe deal as digestible and strategically sound with low integration risk. https://t.co/NKgRw3ecTM"
X Link 2025-12-24T15:05Z [--] followers, [---] engagements

"$PANW continuing its acquisition spree supposedly in talks to acquire 1yr old cyber startup Koi for $400M this is after announcing acquisitions of CyberArk for $25B Chronosphere for $3.35B and Protect AI for $500M lots of inorganic growth as NNARR growth deteriorates"
X Link 2026-01-04T19:08Z [--] followers, [---] engagements

"$goog continues to take share from openai First Global AI Tracker of [----] Gen AI Website Worldwide Traffic Share Key Takeaways: Gemini surpassed the 20% share benchmark. Grok surpasses 3% and is approaching DeepSeek. ChatGPT drops below the 65% mark. 🗓 [--] Months Ago: ChatGPT: 86.7% Gemini: 5.7% https://t.co/D1lNf1G5sr First Global AI Tracker of [----] Gen AI Website Worldwide Traffic Share Key Takeaways: Gemini surpassed the 20% share benchmark. Grok surpasses 3% and is approaching DeepSeek. ChatGPT drops below the 65% mark. 🗓 [--] Months Ago: ChatGPT: 86.7% Gemini: 5.7% https://t.co/D1lNf1G5sr"
X Link 2026-01-07T13:41Z [--] followers, [--] engagements

"surprised $okta isnt trading lower on this $crwd acquisition $CRWD agreed to acquire identity security startup SGNL for $740M expanding Falcons identity layer. It points to where the AI economy is heading where identity isnt just people logging in but AI agents services & autonomous systems acting on behalf of the business. https://t.co/bLoITjEAi7 $CRWD agreed to acquire identity security startup SGNL for $740M expanding Falcons identity layer. It points to where the AI economy is heading where identity isnt just people logging in but AI agents services & autonomous systems acting on behalf"
X Link 2026-01-08T18:14Z [--] followers, [---] engagements

"Good for $TREE - lets get those refi numbers up 30-year mortgage rates drop 0.22% to 5.99% first print (barely) below 6% since August 2022: https://t.co/213WE4qj7b 30-year mortgage rates drop 0.22% to 5.99% first print (barely) below 6% since August 2022: https://t.co/213WE4qj7b"
X Link 2026-01-09T19:26Z [--] followers, [--] engagements

"Tier [--] () enterprise win for $PAR validates the bull case with Papa Johns replacing its legacy systems with PAR POS and OPS across 3200+ US restaurants by end of [----]. It has been [--] months since the last Tier [--] deal was announced with Burger King. https://www.businesswire.com/news/home/20260112168759/en/Papa-Johns-Partners-with-PAR-Technology-to-Power-POS-and-OPS-Transformation-Across-3200-U.S.-Restaurants https://www.businesswire.com/news/home/20260112168759/en/Papa-Johns-Partners-with-PAR-Technology-to-Power-POS-and-OPS-Transformation-Across-3200-U.S.-Restaurants"
X Link 2026-01-12T22:46Z [--] followers, [---] engagements

"https://www.prnewswire.com/news-releases/kroger-launches-fast-convenient-delivery-on-uber-apps-nationwide-302661566.html https://www.prnewswire.com/news-releases/kroger-launches-fast-convenient-delivery-on-uber-apps-nationwide-302661566.html"
X Link 2026-01-15T14:18Z [--] followers, [--] engagements

"Berstein showing love for $DDOG and downplaying the risk that Chronosphere / $PANW pushes $DDOG out of OpenAI $DDOG : Bernstein reiterates maintains $ Analyst calls it favorite H126 cloud infra idea despite competitive pressure from Palo Alto and OpenAI slowdown; expects 55% Born-in-AI growth in [--]. https://t.co/iBIZFoiUiB $DDOG : Bernstein reiterates maintains $ Analyst calls it favorite H126 cloud infra idea despite competitive pressure from Palo Alto and OpenAI slowdown; expects 55% Born-in-AI growth in [--]. https://t.co/iBIZFoiUiB"
X Link 2026-01-21T16:43Z [--] followers, [---] engagements

"More context on the priced-in Chronosphere risk to $DDOG UBS on OpenAI potentially moving away from $DDOG: We understand that OpenAI has at least two observability platforms including a custom-built one for model monitoring and Datadog (and others) for monitoring how OpenAIs products are interfacing with its GPU infrastructure. UBS on OpenAI potentially moving away from $DDOG: We understand that OpenAI has at least two observability platforms including a custom-built one for model monitoring and Datadog (and others) for monitoring how OpenAIs products are interfacing with its GPU"
X Link 2026-01-21T17:30Z [--] followers, [--] engagements

"Classic TACO - now just need $SHOP to flip green pls and ty 🚨 TRUMP: BASED UPON THIS UNDERSTANDING I WILL NOT BE IMPOSING TARIFFS THAT WERE SCHEDULED TO GO INTO EFFECT ON FEBRUARY 1ST TRUMP: SAYS AFTER RUTTE MEETING: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND 🚨 TRUMP: BASED UPON THIS UNDERSTANDING I WILL NOT BE IMPOSING TARIFFS THAT WERE SCHEDULED TO GO INTO EFFECT ON FEBRUARY 1ST TRUMP: SAYS AFTER RUTTE MEETING: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND"
X Link 2026-01-21T19:53Z [--] followers, [---] engagements

"@lfg_cap Digital Ocean $DOCN and Cloudflare $NET likely to benefit too these apps have to be hosted somewhere"
X Link 2026-01-21T22:34Z [--] followers, [---] engagements

"Gemini share gains at OpenAIs expense not slowing down $GOOG $GOOGL Global AI Tracker Update Generative AI Website Worldwide Traffic Share - Key Takeaways: ChatGPT's decline stops with share up 0.1%. Gemini continues growing its share. Grok surpasses DeepSeek for the first time. 🗓 [--] Months Ago: ChatGPT: 86.6% Gemini: 5.3% https://t.co/qvCQzgdXPT Global AI Tracker Update Generative AI Website Worldwide Traffic Share - Key Takeaways: ChatGPT's decline stops with share up 0.1%. Gemini continues growing its share. Grok surpasses DeepSeek for the first time. 🗓 [--] Months Ago: ChatGPT: 86.6%"
X Link 2026-01-22T12:45Z [--] followers, [--] engagements

"Keep the $DDOG upgrades coming $DDOG : Stifel upgrades to trims $ Analyst sees 4Q beat potential accelerating core growth and calls valuation attractive at 8x CY27E EV/Rev. https://t.co/zXPMW7Jkax $DDOG : Stifel upgrades to trims $ Analyst sees 4Q beat potential accelerating core growth and calls valuation attractive at 8x CY27E EV/Rev. https://t.co/zXPMW7Jkax"
X Link 2026-01-22T13:01Z [--] followers, [--] engagements

"Lots of great insights in this thread by @TechFundies but this one re: unsustainable (/peak) AI capex stands out - although I guess 100% OCF is still an option [--]. AI CAPEX There is one slide that shows AI capex is a higher percent of private investment than any investment during the dot com boom. Then there is a slide that shows the hyperscalers are spending nearly all their cash flow on CAPEX. I'm not sure but [----] consensus OCF https://t.co/JmKRENaIUv [--]. AI CAPEX There is one slide that shows AI capex is a higher percent of private investment than any investment during the dot com boom."
X Link 2026-01-24T16:35Z [--] followers, [--] engagements

"$ZM rallying today because theyre now an Anthropic proxy Love it. Zoom invested in Anthropic's May [----] $4bn Series C and the math looks crazy Back of envelope: Assuming a $25mm investment at $4.5bn post-money = .5% ownership Dilution: $21bn raised across Series D/E/F + AMZN/GOOG tranches -- 30% dilution. Assuming an addt'l 20% dilution https://t.co/zp9QqHQBOu Zoom invested in Anthropic's May [----] $4bn Series C and the math looks crazy Back of envelope: Assuming a $25mm investment at $4.5bn post-money = .5% ownership Dilution: $21bn raised across Series D/E/F + AMZN/GOOG tranches -- 30%"
X Link 2026-01-26T16:36Z [--] followers, [---] engagements

"$UBER adding [----] $KR stores to Uber apps with 50% off the first order delivering on the expanded partnership announced in Oct25. Kroger est. 10% of $CART GTV so will see how significant of an impact this has despite avg basket size being 2x larger on $CART"
X Link 2026-01-15T14:17Z [--] followers, [---] engagements

"So even Anthropic has now adopted $WDAY What #SaaSmageddon over pls the worst part about working at a company that keeps getting more successful is that gradual switch to enterprise-grade internal tools that no one likes using (see: workday) the worst part about working at a company that keeps getting more successful is that gradual switch to enterprise-grade internal tools that no one likes using (see: workday)"
X Link 2026-01-26T01:51Z [--] followers, [---] engagements

"Amazing $WDAY $CRM for anyone in the job market that wants to be Head of IT SOX Compliance for Anthropic i hope you have [--] years of experience with "Workday Salesforce NetSuite GitHub or other enterprise business systems" https://t.co/O1Iye6cTDs [--] open postings are looking for Salesforce for anyone in the job market that wants to be Head of IT SOX Compliance for Anthropic i hope you have [--] years of experience with "Workday Salesforce NetSuite GitHub or other enterprise business systems" https://t.co/O1Iye6cTDs [--] open postings are looking for Salesforce"
X Link 2026-01-26T05:05Z [--] followers, [---] engagements

"$CART now officially charging a $6 regulatory response fee in NYC in response to the new grocery delivery min wage law"
X Link 2026-01-27T15:13Z [--] followers, [---] engagements

"$AMZN closing all Amazon Go and Fresh locations to focus on grocery delivery and Whole Foods read as incrementally negative for $CART https://www.aboutamazon.com/news/company-news/amazon-fresh-go-stores-closing-expanding-whole-foods https://www.aboutamazon.com/news/company-news/amazon-fresh-go-stores-closing-expanding-whole-foods"
X Link 2026-01-27T15:23Z [--] followers, [---] engagements

"$NOW -7% + $SAP -15% pulling $WDAY down -5% . #SaaSmageddon not out of the woods yet"
X Link 2026-01-29T14:30Z [--] followers, [---] engagements

"Jeez. $NOW -12% $SAP -17% $WDAY -9% (even $MSFT -12%.) could be the wrong move but adding to some SaaS longs (incl. $WDAY) and covering some SaaS short exposure on this unholiest of days $NOW -7% + $SAP -15% pulling $WDAY down -5% . #SaaSmageddon not out of the woods yet $NOW -7% + $SAP -15% pulling $WDAY down -5% . #SaaSmageddon not out of the woods yet"
X Link 2026-01-29T16:51Z [--] followers, [---] engagements

"Why is this seeming like $LULU s default answer to every product issue. ridiculous. new CEO cant come fast enough. Lululemon's view of their see-through leggings disaster is that it's the customers' fault for not wearing their clothes correctly https://t.co/gzAncPOuYI https://t.co/6FJtwhnry4 Lululemon's view of their see-through leggings disaster is that it's the customers' fault for not wearing their clothes correctly https://t.co/gzAncPOuYI https://t.co/6FJtwhnry4"
X Link 2026-01-29T18:44Z [--] followers, [---] engagements

"Vicious $SATS selloff on potential dilution of its SpaceX stake as a result of a merger with xAI xAI last valued $230B (Jan25 series E) so I guess est. dilution is 15-25% depending on whether you use $800B latest or $1.5T rumored IPO valuation for SpaceX Exclusive: Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year https://t.co/WS6eLJjxcm Exclusive: Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year https://t.co/WS6eLJjxcm"
X Link 2026-01-29T19:15Z [--] followers, [---] engagements

"We need a follow up call from the JPM IT team asap JPM IT team oddly quiet today 😉 JPM IT team oddly quiet today 😉"
X Link 2026-01-29T21:19Z [--] followers, [---] engagements

"Of all days to announce Anaplan $PLAN is returning to the public markets Exclusive: Anaplan owned by private equity firm Thoma Bravo is preparing to confidentially file for an IPO in the coming weeks according to people familiar with the discussions. https://t.co/aaNObCnRSB Exclusive: Anaplan owned by private equity firm Thoma Bravo is preparing to confidentially file for an IPO in the coming weeks according to people familiar with the discussions. https://t.co/aaNObCnRSB"
X Link 2026-01-29T21:25Z [--] followers, [---] engagements

"Suggests US e-commerce is now in a mature growth phase with industry growth likely to remain in the 5-8% range for the foreseeable future. $SHOP $AMZN"
X Link 2026-02-01T15:53Z [--] followers, [---] engagements

"As PARs largest customer McDonalds leaning harder on its loyalty program/promotions to (successfully) drive accelerating sales growth should be positive for $PAR SaaS growth (via Punchh). Even more so if other QSRs do the same"
X Link 2026-02-02T01:03Z [--] followers, [----] engagements

"@wallstengine Reference to data showing $MCD Q4 traffic growth acceleration: http://Placer.ai As PARs largest customer McDonalds leaning harder on its loyalty program/promotions to (successfully) drive accelerating sales growth should be positive for $PAR SaaS growth (via Punchh). Even more so if other QSRs do the same. https://t.co/h9XZKa5jOS http://Placer.ai As PARs largest customer McDonalds leaning harder on its loyalty program/promotions to (successfully) drive accelerating sales growth should be positive for $PAR SaaS growth (via Punchh). Even more so if other QSRs do the same."
X Link 2026-02-02T11:37Z [--] followers, [--] engagements

"@tanayj Interesting the rumored xAI valuation was $230bn for the Jan26 series E. no way that was correct I guess https://www.wsj.com/tech/xai-raises-20-billion-in-series-e-funding-round-surpassing-initial-target-d530cc8c https://www.wsj.com/tech/xai-raises-20-billion-in-series-e-funding-round-surpassing-initial-target-d530cc8c"
X Link 2026-02-02T23:31Z [--] followers, [----] engagements

"Interesting trend re: $CRM $HUBS Of all rip-and-replace battles none are more competitive than @salesforce and @HubSpot. Full CRM market breakdown here: https://t.co/CfPLWRotEK https://t.co/XpqPYJAbwV Of all rip-and-replace battles none are more competitive than @salesforce and @HubSpot. Full CRM market breakdown here: https://t.co/CfPLWRotEK https://t.co/XpqPYJAbwV"
X Link 2026-02-03T03:30Z [--] followers, [---] engagements

"@saxena_puru Issue is its 20% cc subs rev growth guide incl. 100bps contribution from the Moveworks acquisition so only 19% organic growth. After growing 21% in Q4 thats too much deceleration in the core biz to counter the bear debate unfortunately. Your point still stands tho"
X Link 2026-02-04T03:05Z [--] followers, [----] engagements

"@TheBenSchmark With you on $ZM - just needs to hold it together til the earnings date"
X Link 2026-02-04T05:19Z [--] followers, [--] engagements

"https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Promotes-Jesse-Green-to-Chief-Revenue-Officer/default.aspx https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Promotes-Jesse-Green-to-Chief-Revenue-Officer/default.aspx"
X Link 2026-02-05T00:41Z [--] followers, [---] engagements

"@RyanReeves_ hey dont forget $ZM core biz is re-accelerating too. total rev may soon be growing. high single digits"
X Link 2026-02-05T06:22Z [--] followers, [---] engagements

"If investors are clearly no longer rewarding the hyperscalers for capex growth this/2026 should be peak capex then no Im guessing its only existential until your share price gets halved as a result. time will tell. $AMZN $MSFT $GOOG $GOOGL"
X Link 2026-02-06T04:06Z [--] followers, [---] engagements

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