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@TheRealJunto Warbucks
Warbucks posts on X about $gwre, $pcor, logic, $tyl the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +1,504%
- X Year XXXXXXX -XX%
Mentions: X #
- X Week X +50%
- X Month X -XX%
- X Months XX -X%
- X Year XX +54%
Followers: XXXXX #
- X Week XXXXX +0.08%
- X Month XXXXX -XXXX%
- X Months XXXXX +2.50%
- X Year XXXXX +0.92%
CreatorRank: undefined #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX%
Social topic influence $gwre 15.38%, $pcor 15.38%, logic 15.38%, $tyl 15.38%, $cdns 15.38%, $snps 15.38%, $panw #54, $now #46, $veev #6, $csgp XXXXX%
Top accounts mentioned or mentioned by @dalibali2 @premarks @invest091 @goldenben
Top assets mentioned GUIDEWIRE SOFTWARE, INC. (GWRE) Procore Technologies, Inc. (PCOR) Tyler Technologies, Inc. (TYL) Cadence Design Systems Inc (CDNS) Synopsys, Inc. (SNPS) Palo Alto Networks Inc (PANW) Now Coin (NOW) Veeva Systems, Inc. (VEEV) CoStar Group, Inc. (CSGP) Crowdstrike Holdings Inc (CRWD) Atlassian Corporation PLC (TEAM) Simplify Macro Strategy ETF (FIG) Shopify Inc (SHOP) Twilio, Inc. (TWLO) Bentley Systems, Inc. (BSY) Autodesk Inc (ADSK) PTC Inc (PTC) Verisk Analytics, Inc. (VRSK) Datadog Inc (DDOG) HUBSPOT, INC. (HUBS) Zscaler Inc (ZS) Microsoft Corp. (MSFT) monday.com Ltd. Ordinary Shares (MNDY) Intuit Inc. (INTU) Palantir (PLTR) Cloudflare, Inc. (NET) SAP SE (SAP) Snowflake, Inc. (SNOW)
Top Social Posts #
Top posts by engagements in the last XX hours
"5) distribution advantage Logic: the best product doesnt always win. Unique GTM w/ a flywheel Examples: $TEAM $FIG $SHOP $TWLO"
X Link @TheRealJunto 2025-08-24T00:30Z 5241 followers, 1400 engagements
"6) Selling to risk averse customers Logic: concervative customers wont risk failure on a new startup and less likely to build internally Examples: $TYL $GWRE $PCOR"
X Link @TheRealJunto 2025-08-24T00:30Z 5244 followers, 1324 engagements
"3) mission critical software Logic: no tolerance for hallucinations. The output must be correct Examples: $ADSK $CDNS $PTC $SNPS $BSY"
X Link @TheRealJunto 2025-08-24T00:30Z 5244 followers, 1576 engagements
"10 rules for software investing in the AI era: 1) Platform companies are difficult to displace Logic: gravity towards consolidation; easier to disrupt a point solution than a platform Examples: $NOW $PANW $VEEV"
X Link @TheRealJunto 2025-08-24T00:30Z 5242 followers, 20.5K engagements
"2) incumbents must have a data moat Logic: startups will struggle to replicate breadth of proprietary data Examples: $CSGP $VRSK $CRWD"
X Link @TheRealJunto 2025-08-24T00:30Z 5242 followers, 1563 engagements
"10) the more rules the software vendor passes the better Logic: greater protection from disruption with multiple advantages Examples: $DDOG $MSFT $VEEV $NOW $CDNS $SNPS $INTU $PANW $CSGP $HUBS $MNDY $CRWD $GWRE $TYL $NET $SAP $PCOR $ZS $NET $PLTR $SNOW"
X Link @TheRealJunto 2025-08-24T00:30Z 5242 followers, 2272 engagements