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@TrisolarisCap Avatar @TrisolarisCap Trisolaris Capital

Trisolaris Capital posts on X about $cflt, kafka, agentic, realtime the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XX #

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CreatorRank: XXXXXXXXX #

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Social category influence technology brands finance social networks stocks travel destinations

Social topic influence $cflt #3, kafka, agentic, realtime, $gtlb, linkedin, spine, $adbe, chaos, events

Top assets mentioned Confluent, Inc. Class A Common Stock (CFLT) GitLab Inc. Class A Common Stock (GTLB) Adobe, Inc. (ADBE)

Top Social Posts #

Top posts by engagements in the last XX hours

"@zeeg @martin_casado Same randoms that built $ADBE"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 23:11:51 UTC XX followers, XXX engagements

"DevSecOps is a euphemism a safety blanket for enterprises terrified of whats coming. Its not a framework its a denial mechanism. $GTLB GitLab isnt the future of software development its a padded cell for companies too scared to let go of process religion. The product is bloated the workflows redundant the pitch soaked in fear Buy our platform or chaos reigns. But the real chaos isnt outside the pipeline its whats coming through it. AI is already writing code. Soon itll be architecting entire ecosystems. If todays models can build CRUD apps from a sentence tomorrows will spin up fully scalable"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-25 05:00:49 UTC XX followers, XXX engagements

"$CFLT What if the most important technology in AI wasnt the model but the memory What if the thing enabling real-time decisions coordination and continuity wasnt visible in any demo because it lives under the surface Kafka the open-source event streaming platform born at LinkedIn quietly transformed software by making time itself programmable. And while Kafka is free its Confluentthe company built by its creatorsthat made it operable at global scale with SLAs governance and real-time computation through Flink. So when we ask how AI agents reason react and remember across distributed systems"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 04:39:41 UTC XX followers, XXX engagements

"$CFLT You probably havent thought about Confluent. You probably think its that Kafka company. Youre not wrong. But heres what you dont know: Confluent spent a decade helping banks and telecoms handle billions of data events per second. Then quietly they rebuilt the whole thing for youthe LLM-native Vercel-deploying AI-product-building generation. Now its serverless. Fully managed. One-click dev environments. Native integrations with your agent stack. Kafka without Kafka. This is what OpenAI will never build and what LangChain needs to work at scale. Not sexy until you realize your product"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 20:48:27 UTC XX followers, XXX engagements

"Confluents fully managed Kafka + Flink stack acts as the real-time data backbone for generative and agentic AI a role underscored when OpenAI at the Current 2025 conference showed how Kafka and PyFlink move and transform global event flows to power GPT-4.1 and ChatGPT. By pairing Kafkas durable ingestion with Flinks low-latency stateful processing Confluent enables continuous data loops in which autonomous AI agents can sense reason and act on fresh information evolving generative models from one-shot content creators into always-on decision-makers. Agentic AI these incredible systems of"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-24 20:32:03 UTC XX followers, XXX engagements

"$GTLB is a zero. Those comparing it to $CFLT are either marketplace illiterate or genuinely misguiding others to fuel short bets. Beware: 1.GitLab is a great DevOps platform but it was built for a world where humans write code and deploy it on schedules. 2.Confluent powers a different world entirely one where machines generate consume and act on data without waiting. 3.GitLab is batch-based Confluent is event-based. 4.If you believe AI agents will run companies you should be more interested in the infrastructure that feeds them in real time. 5.Kafka isnt just a tool its becoming the central"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 13:18:43 UTC XX followers, 1748 engagements

"Monetize at planetary scale sounds cool but what exactly does it mean Confluent $CFLT is not just selling to a niche market or a few regions. Its building infrastructure that can be embedded in every global enterprise across all clouds and across critical real-time workloads. That includes: Financial systems in New York and London Telco infrastructure in Asia Manufacturing pipelines in Germany E-commerce backends in Latin America AI agent orchestration in every cloud and edge zone"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-18 12:18:19 UTC XX followers, XXX engagements

"Confluents AI strategy is already delivering measurable results not vaporware like others in this market. They have a product everyone can agree on: Core capabilities now live in Confluent Cloud for ApacheFlink: Flink Native Inference supports running opensource or finetuned LLMs directly within streaming pipelinesno external model endpoints no data egress reduced latency improved security. Flink search unifies access across multiple vector databases streamlining retrievalaugmented generation (RAG) workflows with alwaysfresh contextual embeddings . Builtin ML functions in Flink SQL enable"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-24 20:32:07 UTC XX followers, XXX engagements

"$CFLT Investor Guide: The Infrastructure That Built Kafka Confluent and Agentic AI I. The Genesis of Kafka (20082011) Between 2008 and 2010 Jay Kreps Neha Narkhede and Jun Rao developed Kafka at LinkedIn to handle large volumes of event data in real time. Traditional messaging systems were inadequate for real-time telemetry and user activity data. Kafka was designed as a distributed durable append-only log that could ingest persist and deliver millions of messages per second. In 2011 Kafka was open-sourced under the Apache Software Foundation to promote community development and widespread"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 03:11:35 UTC XX followers, XXX engagements

"$CFLT Confluent is building real-time infrastructure for agentic AI letting autonomous systems act on streaming data with Flink-native agents snapshot queries and event-driven orchestration. Theyre integrating LLMs (like Anthropic) directly into Kafka pipelines and launching dev tools like copilots and agent taskflows to make AI workflows observable auditable and production-grade. The goal: make Kafka not just a pipe but the nervous system for intelligent self-operating software"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 04:15:15 UTC XX followers, XXX engagements

"This deck breaks down everything you need to know about Agentic AI:"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 16:25:59 UTC XX followers, XX engagements

"The developer community has been talking about Agentic AI and the essential need for data streaming for the past 6+ months The investor community is still trying to figure out how to use Ani & Rudi $CFLT"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 16:16:15 UTC XX followers, XXX engagements

"@Capgemini did a recent survey on Agentic AI with fascinating results. We will focus on the areas that pertain to $CFLT below: X. The scarcity premium on clean streaming data: Capgemini finds that only one in five organisations have mature AI-ready data foundations; XX % admit their infrastructure is still low-to-medium grade . In other words most enterprises are not yet wired for the always-on event-driven flows AI agents craveprecisely the gap Confluent markets itself to fill. X. Real-time data pipelines move from nice-to-have to table-stakes: The reports technology checklist calls out"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 16:35:02 UTC XX followers, XX engagements

"$CFLT is the spine of the next enterprise operating system. As agentic AI shifts from demos to deployment Kafka becomes the bloodstream. Confluent is the only company positioned to monetize it at planetary scale. This isnt a data trend. Its an architecture shift. And Confluent owns the transport layer AI cant function without. *************** The Bet Agentic systems are not apps. They are autonomous actors. They ingest events in real time learn from outcome loops and make decisions without human checkpoints. This new class of intelligence doesnt call APIs. It listens. It watches. It reacts."
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-18 12:16:25 UTC XX followers, XXX engagements

"Consensus is changing. Often first movers in the market are weeks if not months ahead of the curve: @tothe_moon100 (July XX 2025): Posted a bullish breakout alert for $CFLT targeting $XXXXX with XX% gains citing MACD crossover and institutional backing. The post included a chart and asked for thoughts with a call to like/RT. @ScrooogeUncle (July XX 2025): Claimed $CFLT could be a multi-bagger with 3x to 5x returns by 2027 driven by AI agents needing real-time data streaming. @MarcJacksonLA (July XX 2025): Noted Stephens initiating coverage on $CFLT with an Overweight rating and $XX target."
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-23 12:48:58 UTC XX followers, XXX engagements

"$CFLT The White Houses latest AI Action Plan calls for a strategic embrace of open-source and open-weight AI with a clear emphasis on reducing barriers for startups and academics. Tucked beneath the policy language is a major shift in how the U.S. plans to organize its compute infrastructure and data flow economy. While most will focus on the language around model openness the subtler play is on access to computeand by extension the streaming infrastructure that feeds it. This is where Confluent the enterprise steward of Apache Kafka finds itself in the crosshairs of transformation. The"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-24 03:02:38 UTC XX followers, XXX engagements

"$CFLT truths to accept: 1.Kafka is the brand shadow Internally many hate that theyre still the Kafka company. Its both the origin myth and the branding curse. revenue is the only number that matters Despite a sea of features and logos Confluent Cloud growth is the true north star. Everything else is legacy baggage or cover story. 3.On-prem customers pay the bills. AI-native startups win the headlines. Most enterprise revenue still comes from massive painful on-prem installs. But internal dev teams are betting hard on the AI-native crowd catching up fast. 4.Theres a secret list of Fortune 100"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-22 20:54:01 UTC XX followers, XXX engagements

"$CFLT is the only AI play left 🧵Heres why:"
@TrisolarisCap Avatar @TrisolarisCap on X 2025-07-24 20:31:59 UTC XX followers, XXX engagements