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@BoxLongs BoxLongsBoxLongs posts on X about $path, $cmrc, $rng, $estc the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% finance X% cryptocurrencies XXX% technology brands XXX% vc firms XXX% fashion brands XXX% gaming XXX% countries XXX%
Social topic influence $path #56, $cmrc #2, $rng #1, $estc #2, cfo #71, $fivn #1, $rblx #12, $barcl #43, $cdlx #3, $rskd #1
Top accounts mentioned or mentioned by @beaniemaxi @qqiii73617 @darvasboxai @equitychef @mrmojorisinx @sixsigmacapital @valuemaverick @mitchmartan98 @vicsalavictor @jrichlive @spenserskates @cornelialake @logitech @feedonomics @givenx9 @michaelaarouet @lwinthorpe @daveyjuice @jawwwn @andrewrsorkin
Top assets mentioned UiPath, Inc. (PATH) RINGCENTRAL, INC. (RNG) Elastic N.V. (ESTC) FIVE9, INC. (FIVN) Roblox, Corp. (RBLX) Varonis Systems, Inc. (VRNS) Confluent, Inc. Class A Common Stock (CFLT) Gemini Space Station, Inc. Class A Common Stock (GEMI) GitLab Inc. Class A Common Stock (GTLB) SailPoint Technologies Holdings, Inc. Common Stock (SAIL) Ampleforth (AMPL) Oracle Corporation (ORCL) Okta Inc (OKTA) TERADATA CORPORATION (TDC) GameStop, Corp. (GME) monday.com Ltd. Ordinary Shares (MNDY) Metadium (META) Rocket Companies, Inc. (RKT) Amentum Holdings, Inc. (AMTM) Adobe, Inc. (ADBE) Appian Corporation Class A Common Stock (APPN) Logitech International SA (LOGI) Alphabet Inc Class A (GOOGL) Dropbox, Inc. (DBX) Zoom Video Communications Inc (ZM) Rapids (RPD) BOX, INC. (BOX) Viacoin (VIA) Lightspeed Commerce Inc. (LSPD) Teladoc Health, Inc. (TDOC) Braze, Inc. Class A Common Stock (BRZE) Freedom Holding Corp. (FRHC) Verizon Communications Inc. (VZ) AT&T Inc. (T) Galaxy Digital Inc. (GLXY) Zscaler Inc (ZS)
Top posts by engagements in the last XX hours
"$PATH CFO @ XX min mark fully endorses NNARR as the #1 metric for the company- thats gotta be a good thing. not gonna embrace it if they dont think it will get better"
X Link 2025-12-10T19:49Z 3547 followers, XXX engagements
"$OKTA going to "attract questions" LMAO"
X Link 2025-12-02T21:38Z 3546 followers, 2023 engagements
"$PATH CFO @ Barclays 2"
X Link 2025-12-10T19:42Z 3547 followers, XXX engagements
"$PATH CFO @ Barclays 3"
X Link 2025-12-10T19:42Z 3547 followers, XXX engagements
"$CMRC red hot action into barclays +2 cents hammer dont hurt em"
X Link 2025-12-11T17:41Z 3547 followers, 1293 engagements
"$RNG so cheap - massive scale"
X Link 2025-09-21T23:30Z 3522 followers, XXX engagements
"$YEXT murdered me in 21"
X Link 2025-09-21T23:41Z 3525 followers, 1239 engagements
"DEEP DISCOUNT SOFTWARE FIND HIDDEN GEMS. MY VOTES: $RNG $CMRC $FIVN $LSPN -- CALL OPTIONS"
X Link 2025-10-03T20:55Z 3522 followers, 1666 engagements
"Value software remains a fat set up. turning into a skeleton waiting for some rotation. $eght $fivn $rng $cmrc"
X Link 2025-10-13T23:50Z 3523 followers, 1468 engagements
"$APPN MS updated nums"
X Link 2025-11-11T01:11Z 3536 followers, XXX engagements
"$CMRC big win at $LOGI"
X Link 2025-11-11T19:55Z 3526 followers, 1102 engagements
"SAAS M&A TARGETS - RBC: $TDC $ZM $RPD $CFLT $BOX $DBX $ESTC "
X Link 2025-11-13T14:19Z 3524 followers, 2263 engagements
"$VIA not going to hold these levels"
X Link 2025-11-15T15:44Z 3528 followers, XXX engagements
"$ESTC went $XX to $XXX after last blow up in August. always buy the boots in this one"
X Link 2025-11-20T23:55Z 3518 followers, 1610 engagements
"cant give away: $RNG $LSPD $CMRC $UDMY $FIVN huge drawdowns vs XX week highs and under 2x revs"
X Link 2025-11-24T14:00Z 3520 followers, XXX engagements
"$gemi where is support Nobody f knows or understand the biz. risk bomb in your lap. ipo buyers go BOOM. $XX to $XX real quick"
X Link 2025-12-01T20:56Z 3522 followers, 1695 engagements
"$GEMI remem when related party was like a bad thing it still is - someone going to write a report on this"
X Link 2025-12-01T21:30Z 3533 followers, XXX engagements
"@beaniemaxi $path $XX x $XX into year end. 3x1 up to down is what my napkin math says with a little extra love from the cult that is forming around it"
X Link 2025-12-03T16:30Z 3524 followers, XXX engagements
"@zohmbastic nice summary of the edgeless associate coverage PT game - who will have the balls to put a $XX PT on it first and win sentimental glory $PATH"
X Link 2025-12-04T13:35Z 3530 followers, XXX engagements
"On a Growth-Adjusted Basis Software Trading XX% Below the Trailing 5-year Average"
X Link 2025-12-08T14:47Z 3514 followers, XXX engagements
"$CFLT $PATH M&A incoming"
X Link 2025-12-08T14:48Z 3515 followers, XXX engagements
"$CDLX the capital structure is totally and completely fucked up. they need $100M like a man crawling through the desert. it would help. i mean cmon. i am all about taking a shot on wild risk rewards but the market is telling u they cant stay at this current cap structure. they are literally throwing people out to try and keep the plane in the air"
X Link 2025-12-08T15:10Z 3515 followers, XXX engagements
"$RSKD 2x cash reacceleration to mid teens GMV growth and massive buyback in place to dampen any market volatility share count is declining into accelerating growth gonna be a squeezer. great small cap cyber security name. worth $10-15 / share with any luck. steady is the word"
X Link 2025-12-08T20:16Z 3515 followers, XXX engagements
"@acemoney21 @jrichlive @fal @notablecap @burkaygur @gorkem so content to sit there and collect a retainer and some stock for doing absolutely fcking nothing. cant wait till someone goes activist on them. board needs to be gutted. $CMRC"
X Link 2025-12-09T15:16Z 3537 followers, XXX engagements
"is it me or does $RNG act good. happy ending at $50"
X Link 2025-12-10T15:12Z 3537 followers, XXX engagements
"$PATH CFO answers question on impact of "AI" on $path"
X Link 2025-12-10T19:46Z 3536 followers, XXX engagements
"@tsgnews citadel dining common"
X Link 2025-12-10T21:42Z 3537 followers, XX engagements
"$VRNS probably a long into these meetings next week"
X Link 2025-12-06T15:12Z 3545 followers, XXX engagements
"$VRNS will pound the table on this"
X Link 2025-12-06T15:13Z 3547 followers, XXX engagements
"RBC - We think software M&A trends could accelerate; Who could be next ( $VRNS mention interesting- absolutely left out on the curb)"
X Link 2025-12-08T20:21Z 3545 followers, XXX engagements
"SpaceX $800bn Valuation Data Centers in Space"
X Link 2025-12-10T00:46Z 3543 followers, XXX engagements
"SpaceX $800bn Valuation Data Centers in Space - 2"
X Link 2025-12-10T00:46Z 3543 followers, XXX engagements
"@beaniemaxi that stupid fcking biz is worth something in the right hands. they need like a ryan cohen to come and gamestop the sht out of it $CMRC $GME"
X Link 2025-12-11T15:39Z 3545 followers, XXX engagements
"$MNDY a lot of smart people have told me to buy this stock. whats the no brainer price $80"
X Link 2025-11-11T12:10Z 3547 followers, 2955 engagements
"$TDOC @ Piper S Low single-digit integrated care revenue growth considered a potential outcome for 2026"
X Link 2025-12-02T19:37Z 3547 followers, 1028 engagements
"@YanivUliel Im about to pull a reverse Pitango. $RSKD. Cc @beaniemaxi"
X Link 2025-12-05T03:02Z 3547 followers, XXX engagements
"$EXFY what a beat down this thing has endured - 0.5x NTM revs. now that is a penny on the ground. should i pull up the 10Q its getting late and i feel like i spend too much time on shtcos"
X Link 2025-12-10T03:10Z 3547 followers, XXX engagements
"$brze beast"
X Link 2025-12-10T03:54Z 3547 followers, XXX engagements
"@beaniemaxi $GEMI great call- i was kicking the tires but did not know what i was kicking. exquisite timing on that XX% face rip. all these crypto equity plays are right in your wheelhouse. i keep watching"
X Link 2025-12-10T23:16Z 3547 followers, 2227 engagements
"$meta MS cuts PT $XXX to $750"
X Link 2025-12-11T02:31Z 3547 followers, XXX engagements
"$RZLT paging @DonutShorts can we have a new category that u post on the get me out shitco of the day. i dont know what these guys do but something has changed"
X Link 2025-12-11T15:47Z 3547 followers, XXX engagements
"$CMRC CFO ON Q4 - SO FAR SO GOOD TRACKING (BUT WANT TO SEE HOW IT ENDS) lmao weakest we are tracking to expectations ever. good god. will some one grow a set of bllz"
X Link 2025-12-11T17:53Z 3546 followers, XXX engagements
"$FRHC faker than a $X bill"
X Link 2025-09-14T22:28Z 3545 followers, XXX engagements
"$RKT vs $UWMC lol what about $LDI"
X Link 2025-11-03T18:03Z 3544 followers, 2142 engagements
"the (90-99)% drawdowns that have a punchers chance are epic longs. Like XXX $GME set ups only better businesses. $CMRC is definitely one of them. AI shopping agents like a lightening bolt striking a big old tree. Split that thing and burn it to the ground. What emerges worth 10x"
X Link 2025-11-11T14:02Z 3543 followers, 1282 engagements
"$RSKD this is why this company is a great little bet. was the same thing with $FEYE back in the day. The engineers and systems they have tracking these scams are so dialed in they become acquihire potential. EV is only $400M u get $350M in ARR at 10%+ ebitda margins and u get a few hundred top security engineers. $140B in ecommerce fraud in 2025. massive TAM"
X Link 2025-11-17T00:51Z 3539 followers, 1389 engagements
"$AMTM $10.7B EV after hours () so 20x '26 FCF ()"
X Link 2025-11-24T23:25Z 3545 followers, 1021 engagements
"$AMTM XXX fdso x 27.80= 6783 mkt cap +3.9b LT debt -437m in cash = $XXXXXX ev / 575M = 17.8x ntm free cash flow can def squeeze higher. 20x fcf = $XX. pain trade tmrw for shorts"
X Link 2025-11-24T23:27Z 3545 followers, 1018 engagements
"$TDC monster rip +50% in no time"
X Link 2025-12-02T20:42Z 3543 followers, XXX engagements
"$GTLB RBC flash"
X Link 2025-12-02T21:33Z 3540 followers, 3171 engagements
"$GTLB Wells fargo. 3Q26: More Muted Than Expected; Harder Comps from Here"
X Link 2025-12-03T02:16Z 3545 followers, 2599 engagements
"$SNCR fck me +63% congrats @Matt_Kolb_ on nailing that one - goddamit right in my wheel house"
X Link 2025-12-04T15:07Z 3539 followers, XXX engagements
"$CMRC i think missed an opportunity today to be more specific about how they are going to get the stock price higher. they keep saying over and over they need to grow faster and that they need to get a better return on the marketing spend and they need to drive higher NRR. move into payments listed as swing factor #1. They punted on guidance hand holding for 2026- weak"
X Link 2025-12-09T15:09Z 3545 followers, XXX engagements
"@beaniemaxi @DogLog29 yeah domain expertise does not equal field general"
X Link 2025-12-09T20:44Z 3538 followers, XX engagements
"$SAIL - these metrics are solid"
X Link 2025-12-10T01:46Z 3543 followers, XXX engagements
"$SAIL solid raise of nums at RBC"
X Link 2025-12-10T01:46Z 3543 followers, XXX engagements
"$RNG destroyed me in 2021. played golf with the wrong tiger"
X Link 2025-12-10T03:14Z 3540 followers, XXX engagements
"@beaniemaxi @Koralan111 $AMPL firmly on my radar after beanie identified the genetically superior nerd ceo with a savage mindset $8-9 i will probably back up the cement truck in that one. need to ride with the cold blooded killer nerds"
X Link 2025-12-10T03:20Z 3545 followers, XXX engagements
"@beaniemaxi @spenserskates $AMPL perky"
X Link 2025-12-10T20:03Z 3544 followers, XXX engagements
"$RNG $FIVN $EGHT we need to see mergers and cost cutting already - sector down to sub 2x revs"
X Link 2025-12-10T23:18Z 3544 followers, XXX engagements
"$meta We lower our PT to $XXX which implies 23x '27 EPS"
X Link 2025-12-11T02:32Z 3543 followers, XXX engagements
"$GLXY wowsers today +12%"
X Link 2025-12-09T21:48Z 3545 followers, XXX engagements
"$RSKD i will be buying a lot more in the coming days"
X Link 2025-11-15T13:05Z 3547 followers, 1912 engagements
"$GEMI absolute murder of open market buyers out of the gate"
X Link 2025-11-24T15:11Z 3546 followers, 1224 engagements
"@CorneliaLake more importantly whats your next pagaya i need a padel court"
X Link 2025-12-03T14:10Z 3547 followers, XXX engagements
"@DarvasBoxAI $PATH this one is like a $RKT or a $RBLX - - very early in the turn - take advantage of the dip on any eps print miss or whisper - the narrative is great and getting better - RR to the upside and the pristine balance sheet and scale and cash flow mean u can keep adding"
X Link 2025-12-03T17:53Z 3547 followers, XXX engagements
"$VRNS back on the sale rack - hmmmmm"
X Link 2025-12-05T01:59Z 3547 followers, 1197 engagements
"@qqiii73617 @Banksy668 $CDLX. they are financing the biz with credit card debt. they lost -70m last qtr. the top line was -22%. the $43.691m in cash they have a part of that is drawn from credit lines they have $12.391m left of unused available borrowings. they are levered to the fucking hilt"
X Link 2025-12-08T15:25Z 3547 followers, XXX engagements
"$ZS $VRNS $SAIL $OKTA good set ups into 2026"
X Link 2025-12-10T00:50Z 3547 followers, XXX engagements
"@MitchMartan98 $PATH - Analyst Day will be a major event"
X Link 2025-12-10T13:48Z 3547 followers, XXX engagements
"$path i have no idea how the chart will play out i think there is tremendous potential here for multiple expansion as previously discussed. low end of skew maybe $XX now instead of $XX. not sure but its a wild trader use a wide framework"
X Link 2025-12-10T15:09Z 3547 followers, 1048 engagements
"$RBLX is the social platform of the future will get to 200-300-500M users and monetization will follow has to be worth a few hundred billion in the next few years"
X Link 2025-12-11T12:11Z 3547 followers, XXX engagements
"$CMRC $RSKD $LPSN $X $X $X DEAL"
X Link 2025-11-13T21:08Z 3547 followers, XXX engagements
"John Difucci - KING of the Ninja math presents the sale rack at TJ MAXX. love me some dirt cheap SAAS. $CHGG is THE CHEAPEST. $RMNI way up the list- analyst day comings soon too. $LPSN $RNG $FIVN $CMRC tight in there at 1.5x Revs"
X Link 2025-11-17T00:14Z 3547 followers, 1647 engagements
"$CHGG $EGHT $CMRC $FIVN $RNG - SALE RACK"
X Link 2025-11-28T19:37Z 3547 followers, XXX engagements
"@beaniemaxi @moskov thats crazy on open market purchases. $ASAN"
X Link 2025-12-02T21:21Z 3547 followers, XXX engagements
"$PATH solid beat on net new ARR $59M MS at $51M"
X Link 2025-12-03T21:10Z 3547 followers, 7982 engagements
"$PATH napkin math on XX% ARR growth next year and 5-10x ARR PTs in the $22-42 range. plenty of room here"
X Link 2025-12-03T21:37Z 3546 followers, 13.6K engagements
"$mndy gugg launches with buy - love the gugg report format - the best"
X Link 2025-12-04T13:02Z 3547 followers, 1716 engagements
"$SNOW Difucci - SNOW F3Q26 Recap: Surprising Product Deceleration"
X Link 2025-12-04T13:07Z 3547 followers, 2445 engagements
"$RBLX simply kicked the can on EBITDA blow outs for 2-3 qtrs this is a chance to hoover some up () estimate revisions going higher. multiple needs some time"
X Link 2025-12-05T01:31Z 3547 followers, XXX engagements
"$CDLX this is a loss for cdlx talented young cfo- probably getting a bigger seat"
X Link 2025-12-05T13:24Z 3547 followers, 2728 engagements
"@qqiii73617 $cdlx stock is -XX% trying to grow while slashing operating budget. not hard to wonder why really is it"
X Link 2025-12-05T20:39Z 3547 followers, XXX engagements
"$RBLX THE FORGE IS RIPPING HARD"
X Link 2025-12-06T15:08Z 3547 followers, XXX engagements
"@MrMojoRisinX $CFLT CFLT - IBM Acquisition Came to Fruition"
X Link 2025-12-08T14:19Z 3547 followers, XXX engagements
"@MrMojoRisinX $CFLT rbc thinks $ESTC $GTLB prime targets"
X Link 2025-12-08T14:52Z 3547 followers, 1338 engagements
"again. i repeat. the capital structure looks extremely shaky. $cdlx enterprise value is approximately the same as the debt. u cant finance a biz with little to no equity forever. they need a capital infusion to buy them time with the "turnaround" or they need some major new wins that lead to dramatic increase in profits / cash flow. they are a flame that is burning out as we speak. i think most fixed income experts would agree they cant live here forever"
X Link 2025-12-08T15:45Z 3547 followers, XXX engagements
"$RBLX B Riley Roblox (RBLX $99.00) initiated buy with $XXX target XX% upside (FactSet average target $144.26; range $77-180)"
X Link 2025-12-10T00:41Z 3547 followers, XXX engagements
"$CHGG what is this pattern called"
X Link 2025-12-10T03:08Z 3547 followers, XXX engagements
"$EGHT kinda tryin to stop goin down XXXX x X XXXX x X i might but this one at $XXXX #shtcolover"
X Link 2025-12-10T03:13Z 3546 followers, XXX engagements
"$ESTC coming to some sort of fork in the road"
X Link 2025-12-10T03:18Z 3546 followers, XXX engagements
"$PATH RBC on the road with management"
X Link 2025-12-10T12:02Z 3546 followers, 10.9K engagements
"$ESTC sees strength across the board in end market demand"
X Link 2025-12-10T16:09Z 3547 followers, XXX engagements
"$ESTC i feel like nothing really changes except how fickle the market is valuing this thing. buy low and sell high again and again. bullish on demand. bullish on big deals. bullish on federal. bullish on margin expansion"
X Link 2025-12-10T17:04Z 3547 followers, XXX engagements
"$ESTC full reiteration of the ad guide so damn funny. u would never know there was a freak out gap down driven by the NNARR platform bros"
X Link 2025-12-10T17:17Z 3547 followers, XXX engagements
"$ESTC will be back to $XX by time they report q4- lol"
X Link 2025-12-10T17:18Z 3547 followers, XXX engagements
"$AMPL the street sniffing it out"
X Link 2025-12-10T17:56Z 3547 followers, XXX engagements
"$PATH CFO @ Barclays 1"
X Link 2025-12-10T19:42Z 3546 followers, XXX engagements
"$ORCL what on earth is this # Total RPO ($523B) growth accelerated to XXX% YoY vs. XXX% in Q1 and XX% in F2Q25"
X Link 2025-12-10T22:31Z 3547 followers, 1851 engagements
"$adbe wf flash - Q1 guidance looks like a clean face rip. surprised stock not up"
X Link 2025-12-10T23:21Z 3547 followers, XXX engagements
"$RBLX - Early Data Shows No Age Verification Headwinds (MS)"
X Link 2025-12-11T11:45Z 3547 followers, 1378 engagements
"$ORCL wild that a company like oracle with those insanely high margins is burning cash. i remem when this stock was cemented at a PE of like 12-14x lmao. now 30x like whatever. WF has revs growth in next X fy years '26-28 1+16% +31% +48% moon shoot growth HIGHest of HIGH bars"
X Link 2025-12-11T12:07Z 3547 followers, 2403 engagements
"$CVNA i keep thinking about this one - according to the market X $CVNA' s = X $ORCL $100B $600B if those were equal id bet my life against $CVNA. there is going to be a blow off top in $CVNA. unfortunately i think its going to $500+ cohodes is going to have to buy that dude a new car and cook him a steak or whatever the bet was. but at some point this stock going to drop XX% in a matter of weeks. all the platforms trading it based on 2nd and 3rd derivative data ignoring the big picture this is a massive equity promote. tip my cap to cliff sossin for having the brass balls to hold this thing"
X Link 2025-12-11T12:26Z 3547 followers, XXX engagements
"$ADBE more from TD cowen"
X Link 2025-12-11T12:35Z 3547 followers, XXX engagements
"$goog is going to curb stomp Sam Altman"
X Link 2025-12-11T14:38Z 3547 followers, 2099 engagements
"$S yes agree- wall street (pod shop) obsession with NNARR is like the only way they can think in immediate term. Sentinelone is building a massive f business. wave it in all day a XX% discount to the sector and XX% discount to $CRWD. i bet Q4 comes in better with accelerators and the NNARR # has a rip then they will jam this fcker. tax loss selling i think for next 2-3 weeks"
X Link 2025-12-11T17:37Z 3546 followers, XXX engagements
"$W is up 4x since the Tariff threat was supposed to kill them - wayfair china importer is dead my f god is conventional pod shop wisdom bad. 4x u f a** hats"
X Link 2025-12-11T22:24Z 3547 followers, XXX engagements