@pastperformerAU Avatar @pastperformerAU pastperformer

pastperformer posts on X about ai, $sezl, $wtc, $cart the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [---] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 40% finance 26% technology brands 21% cryptocurrencies 11% currencies 2% social networks 1%

Social topic influence ai 11%, $sezl 8%, $wtc #1, $cart #15, $afrm 6%, $xro #1, $zip 5%, growth 5%, $xyz 4%, if you 4%

Top accounts mentioned or mentioned by @taxlosstrades @jordaninvests @arrowinvestor @investingluc @88888saccount @mondyinvest @tboneal @michaelfrazis @nietschecapital @loungeriffs @filapek @desertdweller93 @analysethat @daveyjuice @fmcbill @bullishtrade47 @dacapital @eddiejones26905 @jonahlupton @eadatt

Top assets mentioned Sezzle Inc. Common Stock (SEZL) Maplebear Inc. (CART) Affirm Holdings, Inc. (AFRM) ZipRecruiter, Inc. (ZIP) Block, Inc. (XYZ) AppLovin Corporation (APP) Now Coin (NOW) uniQure N.V. (QURE) Intuit Inc. (INTU) Thomson Reuters Corporation (TRI) Cloudflare, Inc. (NET) Palantir Technologies Inc. (PLTR) Minswap (MIN) Strategy (MSTR) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Stacks (STX) Sandisk Corporation (SNDK) Micron Technology, Inc. (MU) Salesforce Inc (CRM) Reddit, Inc. (RDDT) Uber Technologies, Inc. (UBER) JAMES HARDIE INDUSTRIES plc. (JHX) Karura (KAR) Cadence Design Systems Inc (CDNS) ResMed Inc. (RMD) Elevance Health Inc (ELV) Shopify Inc (SHOP) Klarna Group plc (KLAR) BTC Digital Ltd (BTCT)

Top Social Posts

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

"$cart is sooooo cheap. Should rerate to double current valuation in my view. Comps trading above 20x [----] numbers"
X Link 2026-02-12T22:54Z [--] followers, [---] engagements

"$ZIP and $XYZ on the ASX intial reaction to credit news positive. Lets see how the momentum builds as the brokers and research houses send notes to the market. Bullish consumer this year Trump is focused on it. #BNPL"
X Link 2026-01-11T23:06Z [--] followers, [---] engagements

"This is what the market reacted to last night for BNPL/CC cap. If you believe the cap will stick sezzle is in the box seat. If you dont buy the dip on affirm and ZIP $AFRM $ZIP $SEZL"
X Link 2026-01-13T06:43Z [--] followers, [---] engagements

"@michaelfrazis How is it cheap when I can buy Intuit on 20x"
X Link 2026-02-04T01:57Z [--] followers, [---] engagements

"$TRI result strong. Break SaaS narrative in the short run.taking a position in $WKL"
X Link 2026-02-05T12:39Z [--] followers, [---] engagements

"$tri and $wkl are on industrial level pe's pay a good dividend and have actual high levels of FCF (20%) with minimal SBC. Still growing toplines mid to high single. Not a bad conservative shout for SaaS turn. $tri earnings just reported solid numbers and raised"
X Link 2026-02-05T13:34Z [--] followers, [---] engagements

"@Nietschecapital Im a big $app bull so appreciate some of your takes. $rddt won't be able to grow at the same sustained rate and the end prize is so much bigger for $net. $rddt is becoming a bot army full of left lunatics. Advertising $$ will be limited. Dont think AI growth will materialise"
X Link 2026-02-10T22:34Z [--] followers, [---] engagements

"This $net call is the most bullish of the season. $pltr results were far better however visibility on cloudflare product and roadmap so much clearer. Valuation notwithstanding the market opportunity is so large. Well worth a listen"
X Link 2026-02-10T22:54Z [--] followers, [---] engagements

"@davey_juice Topline trumps all with AI narrative. Bottom line compression is to fufill 48% RPO growth. Market happy to pay up for it. Rate of growth is increasing. Story getting better. Valuation is high but where does it end up Is this a half trillion company in long run"
X Link 2026-02-11T08:57Z [--] followers, [---] engagements

"$app monster quarter. Only getting better. Bought more. Weird AH reaction"
X Link 2026-02-11T21:18Z [--] followers, [---] engagements

"$app market position strong. Network affect owning the auction means meta competing only ad more $$ for app. Growth still explosive and accelerating. If that result and call cant get things moving im not sure what will. Cheapest growth i can find anywhere. Buy lt hold. Sentiment"
X Link 2026-02-11T23:06Z [--] followers, [---] engagements

"Dont get too many opportunites like this. $APP"
X Link 2026-02-12T01:31Z [--] followers, [---] engagements

"@88888sAccount @fmcbill Is that his new 20mil build. Good timing Mark"
X Link 2026-02-12T03:26Z [--] followers, [--] engagements

"@loungeriffs I agree i think LLM shopping will not be as big a people think. Shopping is a fun activity for those disposed to clicking ads. Therapeutic even. I could drive an escooter everywhere but I like to walk. I could order uber eats every day but i like to cook. ETC"
X Link 2026-02-12T07:43Z [--] followers, [---] engagements

"@Bullishtrade47 Nope Quarter Software Platform Revenue Seq. Growth YoY Growth Q1 [----] $1159M 16.0% 71% Q2 [----] $1259M 8.6% 77% Q3 [----] $1405M 11.6% 68% Q4 [----] $1658M 18.0% 66% Q1 [----] (Projected) $1947M 17.4% 68.0%"
X Link 2026-02-12T12:34Z [--] followers, [--] engagements

"@DA_Capital_ @EddieJones26905 @JonahLupton @Nietschecapital You are correct Quarter Software Platform Revenue Seq. Growth YoY Growth Q1 [----] $1159M 16.0% 71% Q2 [----] $1259M 8.6% 77% Q3 [----] $1405M 11.6% 68% Q4 [----] $1658M 18.0% 66% Q1 [----] (Projected) $1947M 17.4% 68.0%"
X Link 2026-02-12T12:35Z [--] followers, [--] engagements

"$cart is dirt cheap with those kind of growth numbers. Anyone follow"
X Link 2026-02-12T21:17Z [--] followers, [---] engagements

"$cart is an absolute steal. Bit of short interest massive buyback and AI narrative taking shape. $80 stock at least. Look at these numbers"
X Link 2026-02-12T21:52Z [--] followers, [--] engagements

"@eadatt Boys at Hyperion liquidated most of their tech last month. Who's left to sell Passive"
X Link 2026-02-12T23:23Z [--] followers, [----] engagements

"@88888sAccount Im not smart enough to understand this joke"
X Link 2026-02-12T23:53Z [--] followers, [----] engagements

"@RJCcapital $cart"
X Link 2026-02-13T01:05Z [--] followers, [--] engagements

"$cart cheap defensive growth with the best superbowl ad. Easy 2x safe from SaaSpocolpyse. Free alpha thank me later"
X Link 2026-02-13T14:40Z [--] followers, [--] engagements

"@88888sAccount Not an accelerating quarter with a guide for further growth. Short interest high. Pop goes the weasel"
X Link 2026-02-13T08:59Z [--] followers, [--] engagements

"Some more scenarios $CART $ZIP $TNE $WTC $XRO $PME #ASX Cart is an absolute steal with in a defensive sector. No value on the ASX with teach at all"
X Link 2026-02-12T23:58Z [--] followers, [---] engagements

"An interesting table. Im tempted by SaaS as the multiples head towards more industrial levels. $XRO actually comes up ok to my surprise. This big risk here is the consensus revenue growth rates which could easily halve"
X Link 2026-02-04T03:51Z [---] followers, [---] engagements

"An interesting exercise. If we assume industrial type performance from tech going forward (moat gone) where could valuations land for the big aussie names (after adjusting for SBC) $XRO $PME $WTC $XRO $TNE #ASX"
X Link 2026-02-12T23:48Z [---] followers, [----] engagements

"This is pretty big coming form Hyperion. To see them head the other way on software cant be over stated. I'm not sure who will be buying the dips if the biggest structural bulls are exiting. #ASX $WTC $XRO $PME"
X Link 2026-02-16T00:49Z [---] followers, [----] engagements

"@jordan_invests @ArrowInvestor I can see it internally. You can look at their last fund update and the commentary supports that anyway"
X Link 2026-02-16T03:51Z [---] followers, [---] engagements

"@taxlosstrades @jordan_invests @ArrowInvestor Unfortunately you will have to take my word for it. You will see weights in the Feb update. I cant share the portfolios"
X Link 2026-02-16T09:32Z [---] followers, [--] engagements

"@taxlosstrades @jordan_invests @ArrowInvestor They are buying rotation to healthcare from tech. Very defensive positioning in Aus fund"
X Link 2026-02-16T09:37Z [---] followers, [--] engagements

"@taxlosstrades @jordan_invests @ArrowInvestor Fph"
X Link 2026-02-16T09:39Z [---] followers, [--] engagements

"$EUR Literally free money right now. 200% upside to cash/share backing. Lol. ASX so slow"
X Link 2025-10-06T02:11Z [--] followers, [---] engagements

"$JHX time to get long again. Expectations reset and a big upgrade today. Bar is very low from both a corporate level and macro level in U.S. Plenty of runway for upgrades with average business performance and better macro. Im back in today"
X Link 2025-10-07T23:56Z [--] followers, [--] engagements

"@blackswan2023 @Filapek There is a big margin of safety here. Trading at [--] - 18x. Pretty big reset today. Seems like huge value for the LT investor"
X Link 2025-06-03T02:25Z [--] followers, [--] engagements

"$CRN $CRN.AX deal looks like a straight up bail out. Liberal concession for decade of labor punishment I can't see the upside for stanwell other than supply guarantee. EMG will get another shot to sell assets with liquidty and contact resolved"
X Link 2025-06-09T23:23Z [--] followers, [---] engagements

"@mondyinvest Absolute cracker of a report. If the cycle turns WHC is in a prime position. Street thinks it never will though"
X Link 2025-08-20T23:38Z [--] followers, [---] engagements

"@Tbone_Al Well if the debt matters the cash payment matters too. Shit take sorry"
X Link 2025-10-03T12:07Z [--] followers, [---] engagements

"$TLX Jump in share price followed by increase in shorting. $CU6 posts co-PSMA update marginal increase in shorting. Following days no shorting. Hmmmmmmmm"
X Link 2025-10-16T01:27Z [--] followers, [---] engagements

"$KAR pretty good result. Buying back a lot of share guidance looks good. Trading very cheap with a big buy back. With no love for E&G it's a buy for me today"
X Link 2025-10-22T23:25Z [--] followers, [---] engagements

"@AlchemyofFinan1 New CEO was mum on dividend. Sounded like they are going to be stubborn on the fixed capital policy. Given NEM capital destruction history market (myself included) read this as M&A which = GTFO"
X Link 2025-10-24T04:01Z [--] followers, [--] engagements

"@Tbone_Al Isnt the stock price up 10% since this post How much of that 10% was due to anticipation of the payment 1% 100% WHAT IS IT. More cash = bad Derp"
X Link 2025-10-27T06:12Z [--] followers, [--] engagements

"$CDNS call is pretty illuminating. AI bubble not showing up in their commentary. Dont think post market will remain down. Guidance and commentary is mega bullish"
X Link 2025-10-27T21:29Z [--] followers, [---] engagements

"Let the "Experts" start on $WTC. Blah blah proprietary model blah blah red flags. Blah blah valuation. Heard it all before on $MIN"
X Link 2025-10-27T22:37Z [--] followers, [---] engagements

"@LiquidityFantom @onslowshipping Oh its Fantom the big time Iron Ore trader. I've lost count of how many dumb posts ive read from you about $MIN. You would think you would be good on mining stocks"
X Link 2025-10-28T05:15Z [--] followers, [--] engagements

"$RMD very high quality result. Paying 25X for 15% CAGR. Hasnt missed a bit thus far. Stock has traded down a fair bit into this result"
X Link 2025-10-30T22:53Z [--] followers, [---] engagements

"@michaelfrazis The decision is truly baffling and I can't help but wonder if they get pressure to approve it anyway. Biotech a nightmare right now can understand the shorts on $TLX and maybe $CU6 will be next"
X Link 2025-11-04T01:13Z [--] followers, [---] engagements

"So Openai and Sam Altman want tax payers to fund the replacement of tax payers for his not for profit This has to be a simulation right"
X Link 2025-11-06T12:26Z [--] followers, [--] engagements

"@DesertDweller93 I don't see how there can be link made to $QURE. It's purely speculative. We have no idea what their "Infrastructure" was like"
X Link 2025-11-06T22:47Z [--] followers, [---] engagements

"@mike98572986 Looks like $QURE sold off at the same time as $CLPT. Ill have to listen to the call but was there something mentioned about $QURE or just algos trading the correlation. Thanks"
X Link 2025-11-06T23:26Z [--] followers, [----] engagements

"$xyz result shows sign of momentum and turn around to me. Paypal and four has slowed. Good performance in tough macro. Nick on the front line a great sign. Definte buy the dip for me"
X Link 2025-11-07T21:51Z [--] followers, [--] engagements

"$mstr now trading at a discount to NTA. Saylor raising more cash to buy more BTC. If the price doesn't go up he is going to have to dilute even more to pay the interest on those notes or forced conversion. Could start to get spicy soon. Raising at a discount = desperation"
X Link 2025-11-08T10:19Z [--] followers, [--] engagements

"$2k stimmy cheques and [--] yr mortgages have to be bullish for $XYZ Thats a lot of discretionary spend freed up with lower payments and a little cash up front. Wonder if the market is still worried about low to middle Income job security with AI"
X Link 2025-11-10T00:58Z [--] followers, [---] engagements

"@gewolltesChaos @Vivek4real_ Could say the same for any gold company"
X Link 2025-11-11T20:25Z [--] followers, [--] engagements

"$IGO #lithium been left behind Anyone done the numbers on what $1400 USD spod does for them Feels like there is a fair bit of torque here to higher prices. Once the darling now an ugly duckling. Going to dig a bit"
X Link 2025-11-13T23:48Z [--] followers, [---] engagements

"@Timbassett @yieldsearcher Agreed recovery is likely $0. So the default risk is incredibly exaggerated"
X Link 2025-11-14T09:12Z [--] followers, [--] engagements

"Fair bit of value in $ELV if you assume spod prices settle a bit higher. Seems to be one of the cheaper producers which hasn't had the same love as peers"
X Link 2025-11-17T04:30Z [--] followers, [---] engagements

"$NVDA earnings call is a fade. Same rhetoric avoiding answering where tangible benefits will come from. Avoided answering whether companeis can equity or debt fund their $500bil goal. Going to be some panic coming out of this in my view"
X Link 2025-11-19T22:39Z [--] followers, [---] engagements

"@realhagetaka numbers are fantastic no doubt. But he is waffling about shopping recommendations from agentic AI. LOL. Trillions of build out for what afterpay already does in their app I dont think so"
X Link 2025-11-19T22:44Z [--] followers, [--] engagements

"$WTC guidance reaffirmed no charges laid. Integration and new products live Dec [--]. Trading on lowest PE since [----] covid lows wonder if this will be enough for a reset"
X Link 2025-11-20T21:37Z [--] followers, [---] engagements

"@mondyinvest Now that I reflect on it the guidance is largely driven by the migration in the 2H. Given the disproportionate weighting they probably could never upgrade today. I hope reaffirming and no charges is enough to calm the market"
X Link 2025-11-20T21:54Z [--] followers, [--] engagements

"@sentinel1221 @Tbone_Al He's only got about 8bil in debt can survive to about 14k odd"
X Link 2025-11-21T08:25Z [--] followers, [--] engagements

"@mondyinvest @ryu_tay @OwenRask This is where the opportunity is. Consensus seems to be moving to sell all software. Truth is who the F knows what AI does to tech in [--] years. If AI slows software big upside. I wonder if Fintech is the play seems harder to disrupt and cheaper"
X Link 2025-11-27T04:12Z [--] followers, [--] engagements

"$SEZL sezzle is my pick for [----]. Trading at 13x next years earnings. Growing top line at 64% assume 25% the next [--] years. Market worried about subprime borrowers. Trump is not letting that market blow up. Stimi is coming and rate cuts will come"
X Link 2025-11-28T05:05Z [--] followers, [----] engagements

"@VinokContrarian $SEZL is a screaming opportunity right now. Very asymmetric payoff if credit doesnt blow up. Great long trade"
X Link 2025-11-28T06:50Z [--] followers, [---] engagements

"Even $GOOG gemini thinks $NVDA is cheap"
X Link 2025-12-01T22:32Z [--] followers, [--] engagements

"@Filapek @FNArena The market isn't silly enough to believe anything OpenAI says. Still yet to fund the deal with NVIDIA. Fake it til you make it"
X Link 2025-12-05T04:48Z [--] followers, [--] engagements

"What caused the weakness in $AFRM today $SEZL strong again $XYZ up and $KLAR up. Just the beta trade $SHOP also down perhaps some correlation. I still have BNPL slated as the best nonconsensus trade for 25/26 $SEZL and $AFRM"
X Link 2025-12-11T22:36Z [--] followers, [--] engagements

"@DesertDweller93 This looks like a clear change of position that will benefit $qure The data is compelling in my view. Do we have more specific details on why Qure believe the FDA wouldn't approve Was it just natural history data"
X Link 2025-12-16T21:17Z [--] followers, [---] engagements

"$SEZL largest market shooting & outdoors. The consumer has still been buying strongly just trading down. Perfect for BNPL and subscription services. Blue collar real wages have actually increased over the last [--] momths. Market worried about defaults and sub growth WRONG IMO"
X Link 2026-01-02T01:35Z [--] followers, [----] engagements

"@AusPoll6 This is historic. Real talk I'd take the Fiery red over Susan. What can LNP actually offer"
X Link 2026-01-09T06:01Z [--] followers, [---] engagements

"This is massive news for BNPL. Banks will issue less credit. Forces consumers to BNPL who earn their margins from merchants. $SEZL $AFRM"
X Link 2026-01-10T02:11Z [--] followers, [----] engagements

"@BillAckman BNPL Bill. They charge merchants much better for the consumer. Everyone wins"
X Link 2026-01-10T03:11Z [--] followers, [--] engagements

"@BLSHigh Yeah rubbish take. Massive tailwind for BNPL. Will be best trade of 2026"
X Link 2026-01-10T20:56Z [--] followers, [---] engagements

"@Analysethat @investingluc You analysis is flawed. Unlike credit cards BNPL turns off your ability to use credit if you miss a payment. So the initial merchant fee they earn covers part of the loss (more than offsetting higher loss rates. This is why they are able to earn such huge margin with low loss"
X Link 2026-01-10T21:05Z [--] followers, [--] engagements

"@disruptorinvest @investingluc With 30% short interest and 42% owned by founder momentum shift on Monday is going to be squeeze territory"
X Link 2026-01-10T21:45Z [--] followers, [--] engagements

"If the market was truly worried about credit and banking BTC would have blown up over the weekend. It hasn't. These garbo takes about recession are just that. Plenty of ways to get money including BNPL. Big X research account have been silent positioning on Monday. $AFRM $SEZL"
X Link 2026-01-10T22:52Z [--] followers, [---] engagements

"@matt_barrie @investingluc Yes but its not born by the consumer. Additionally BNPL can just up merchant fees or introduce small sub fees to offset. They cut users off of they miss a payment so cam absorb higher loss rates on a relative basis. There is no universe where CC is better. No debt trap"
X Link 2026-01-10T22:58Z [--] followers, [---] engagements

"@Analysethat @investingluc Ehh Your typical BNPL loan starts at $1k balance. Most CC is [--] to 15k. BNPL weeds out poor borrowers early with lower credit amounts.prove you can pay loans you get up to 15k. Its a very different system. As a consequence bad debts track far lower than conventional sub credit"
X Link 2026-01-11T09:51Z [--] followers, [--] engagements

"Feels like it could be time to get long BTC. Digital precious metal Golden age of grift v2 mid term. FED indepen. gone. $MSTR now trading at NAV (below if you adjust for pref). Has been on a buying spree the last few months. NAV expansion Worth a punt BTC proxy me thinks"
X Link 2026-01-14T22:51Z [--] followers, [---] engagements

"@MinhungShih @buccocapital Right. So actual software devs with the relationship infrastructure data and capital will lose out to some tech geeks in their garage. Margins will expand if cost to ship goes down. Increase ROI for all. AI is a turbo on your existing car for ERP"
X Link 2026-01-24T01:11Z [--] followers, [--] engagements

"$PLS pilbara minerals qtrly absolute master-class in mining excellence. Helping shift that cost curve lower and left. Contrast to $LTR dont know how some of these operations survive or compete without materially higher prices"
X Link 2025-07-29T22:13Z [--] followers, [---] engagements

"$REH If there was a time to look at a stock exposed to the property cycle it's got to be backwards looking earnings into a rate cutting cycle. Expectations have been reset pretty low. Worth a contration look IMO"
X Link 2025-08-25T00:34Z [--] followers, [---] engagements

"Feels like a buy the dip on asx goldies $WGX and $NST massive reaction on a gold price which still sits well above consensus forecasts. Macquarie for the next [--] years below:"
X Link 2025-10-22T04:19Z [--] followers, [---] engagements

"Money rotating consumer trade largely ignored. Trump wants to win those mid terms. Biggly long $ZIP"
X Link 2025-11-27T00:03Z [--] followers, [---] engagements

"@rhysdiab I want to get excited on this thesis again. However I fall short on this one test every time. Would you invest in a HMC product I can't bring myself to consider placing any more capital with them (I was in the initial HMC float and PE fund)"
X Link 2025-11-28T04:47Z [--] followers, [---] engagements

"$stx guide is well above consensus after street already revised up. Dont think this stays down. STX has more durable long term growth in memory. Amazing result and guide. All ears on the call"
X Link 2026-01-27T21:15Z [--] followers, [---] engagements

"$stx this call is incredibly bullish. Market is going to have to price some meaningful revisions upwards. For anyone who doesn't own worth a listen"
X Link 2026-01-27T22:12Z [--] followers, [---] engagements

"$now guide going to spook investors. They are pulling at every lever to try and get growth going. Bit of a negative read through especially with the M&A"
X Link 2026-01-28T21:21Z [--] followers, [---] engagements

"$sap result not going to move SaaS needle imo. Market going to continue the slide. Not even the most critical software seems safe. Growth acceleration no where to be seen"
X Link 2026-01-29T07:40Z [--] followers, [---] engagements

"@josephwang Very interesting perspective. This seems to me like a flight back to quality growth or further AI. Mag [--] trade back on"
X Link 2026-01-30T03:56Z [--] followers, [---] engagements

"Why am I seeing nobody talk about HBF in relation to sandisk $SNDK. This market is argueably much larger than data center and more structural in nature. Does the smart money know that NAND is just the start of the Sandisk story If so valuation is not even close [--] full"
X Link 2026-01-31T22:06Z [--] followers, [--] engagements

"Kioxia Holdings Corp TYO: 285A Dip being bought very aggresively. $SNDK to bounce back today. I don't think this memory trade is over by a long shot. $MU"
X Link 2026-02-02T00:18Z [--] followers, [---] engagements

"seems like a lot of people invested for [--] quarter in $AMD rubber doesnt hit the road until 2h. Hopefully Lisa can provide clarity on the call"
X Link 2026-02-03T22:29Z [--] followers, [---] engagements

"Table of top SaaS and fintech names (That I've looked at) adding back in the SBC. $SEZL $CRM $WTC $TEAM $XRO $AFRM $NOW $INTU $ZIP $TNE $PME"
X Link 2026-02-04T05:40Z [--] followers, [---] engagements

"If semi's blow up it's bad for software too. All the big hyperscalers are big SaaS customers. Not feeling good about this market tbh. Feels like a top forming. Correlation across assets classes look like they are moving towards [--] gold and silver [--]. #ASX $GOOG $NOW $MU $GOLD"
X Link 2026-02-05T05:18Z [--] followers, [---] engagements

"$PLTR is essentially cooked right unironically being disrupted by AI specifically OpenAi Frontier. Highest multiple most to lose. Holy hell we are coming full circle. Nothing is safe at this point"
X Link 2026-02-06T00:07Z [--] followers, [---] engagements

"@Citrini7 Railroads Shipping Fighting (UFC WWE etc) Sport BJ's (not BJJ)"
X Link 2026-02-06T01:39Z [--] followers, [--] engagements

"@KairosPraxis Isn't the whole value proposition the organisation of the eco system to enable selling That's exactly what agentic AI will disrupt. Create your own network for your business. No different to ERP"
X Link 2026-02-06T07:14Z [--] followers, [--] engagements

"$afrm result was an absolute banger. Massive beat and raise with charge offs well under control. I'm not sure what gets that sector moving again but the valuation is now very compelling"
X Link 2026-02-06T10:19Z [--] followers, [---] engagements

"A bit of a shower thought. If SaaS is indeed dead what multiple do you pay Are these companies now Industrials [--] - 20x P/E (adjust for SBC) depending on quality Assume normal economic pressures apply/no moat that's probably where they land $NOW $WTC $XRO $TNE $CRM"
X Link 2026-01-29T03:55Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing