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@VcircleFuture Avatar @VcircleFuture V.C.F.

V.C.F. posts on X about $app, eps, googl, $googl the most. They currently have XX followers and XXX 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 Influence #

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% countries XXXX% social networks XXXX% cryptocurrencies XXXX% celebrities XXXX% automotive brands XXXX% fashion brands XXXX% exchanges XXXX%

Social topic influence $app 4.13%, eps 3.31%, googl 3.31%, $googl 3.31%, elon musk 2.48%, meta 2.48%, $meta 2.48%, msft 2.48%, $msft 2.48%, china XXXX%

Top accounts mentioned or mentioned by @calvinfo @cybervanlife

Top assets mentioned Applovin Corporation (APP) Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Roblox, Corp. (RBLX) Reddit, Inc. (RDDT) Etsy Inc (ETSY) Morgan Stanley (MS) Snowflake, Inc. (SNOW) Marvell Technology Inc (MRVL) Advanced Micro Devices (AMD) Dynatrace, Inc. (DT) Lyft, Inc. Class A Common Stock (LYFT) NVIDIA Corp. (NVDA) Electronic Arts Inc. (EA) Playtika Holding Corp. Common Stock (PLTK) Amazon.com, Inc. (AMZN) GM (GM) Texas Instruments (TXN) Convex Finance (CVX) Okta Inc (OKTA) Crowdstrike Holdings Inc (CRWD) Palo Alto Networks Inc (PANW) Varonis Systems, Inc. (VRNS) Zscaler Inc (ZS) Arista Networks Inc (ANET) SPX6900 (SPX) Kohl's Corporation (KSS) GameStop, Corp. (GME) AMC Entertainment Holdings, Inc. (AMC) Open Custody Protocol (OPEN) Bitcoin (BTC) ARK Innovation ETF (ARKK)

Top Social Posts #

Top posts by engagements in the last XX hours

"Alchip ( $3661.TW ) gains ground vs Marvell ( $MRVL )in AI ASICs 📦 Trainium 3: Alchip 2M unit ramp vs MRVL 300K 🔧 T3 Lite (Marvell): Minimal upside team reassigned 🚫 Trainium 4: No mainstream role seen for Marvell 📈 Jefferies lifts PT to NT$4500 keeps EPS est. NT$150 🏆 Design wins seen as 3nm repeat for Alchip"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-16 16:58:11 UTC XX followers, XXX engagements

"$AMD just got upgraded to Buy by Erste Group whats behind the call 🚀 Demand tailwinds accelerating. Analyst Stephan Lingnau sees rising appetite for high-performance CPUs and GPUs especially in data centers as a structural growth engine. 📦 Positioned to capture the wave. $AMDs product stack led by EPYC and MI300X is well-aligned with hyperscaler and AI buildouts giving it leverage in a multi-year infrastructure cycle. 📈 Growth narrative back in focus. After months of market fixation on $NVDA Erste believes $AMD s differentiated exposure and improving execution are being underappreciated."
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 00:11:00 UTC XX followers, XX engagements

"Is $TSLA quietly morphing into the Apple of autonomous robotics Wedbush just doubled down on its $XXX targetcalling Teslas Q2 setup dramatically improved. Elon Musk is back in wartime CEO mode laser-focused on: The Robotaxi launch in Austin ☠ xAI integration (yes a shareholder vote is coming) And an AI-powered Optimus that could one day replace labor No more Twitter drama. This is full-stack AGI meets metal and wheels. $NVDA builds the brain. $TSLA gives it a body"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 17:20:21 UTC XX followers, XXX engagements

"$RBLX just got downgraded after a XX% run-up even as the price target rose to $XXX. 🧨 Viral hit rising risks. The success of Grow A Garden is undeniable boosting engagement new users and retention but Raymond James warns these surges are often short-lived. 📈 Valuation stretched. After a massive Q2 rally expectations are spiraling into the July XX earnings. Even a strong print might only see a modest reward at these levels. 📉 Risk/reward skewed. Any earnings shortfall could trigger a sharp drawdown. The firm trimmed its rating from Strong Buy to Outperform not bearish but definitely more"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-23 23:59:24 UTC XX followers, XX engagements

"BTIG cuts $U to Sell PT $XX (30% downside): Stocks XX% run overstates Vector & earnings upside Vector KPIs improved (2030%) but budgets flat ironSource recovery remains partial Unity still lags $APP in data scale & performance LevelPlay ceding share to $GOOGL AdMob Runtime improvements unlikely to close product gap"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 00:11:08 UTC XX followers, XX engagements

"$DT just got upgraded to Buy by Guggenheim and they see XX% upside. Why now 📈 Fundamentals accelerating. Guggenheim highlights expanded APM adoption strong early renewals and growing consolidation of observability tools like log management as key drivers of improving revenue visibility. 🔄 Multi-year deals coming earlier. Two of three channel partners beat internal targets citing large customer momentum especially in Dynatrace Platform Subscription (DPS) often triggering early multi-year renewals. 📊 Guidance may be too low. Guggenheim models XX% constant currency subscription growth in"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 00:09:56 UTC XX followers, XX engagements

"BTIG on $LYFT ahead of Q2 earnings (Aug 6): Q2 shaping up to beat guidance Q1 strength + tracking data supports bullish view Credit card data: Fastest ride growth since early '24 Fares down market share flat Q2 bookings high end of guide FY growth forecast lifted to +13% (above Street)"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 18:55:00 UTC XX followers, XX engagements

"Who just said no to $800M from $Meta and yes to becoming Asias next AI chip disruptor FuriosaAI the Seoul-based startup gunning for $NVDA Nvidias throne just landed its first major win: ✅ LG AI Research will deploy Furiosas new RNGD (Renegade) chip to power its Exaone LLMs ✅ Deal follows X months of performance and efficiency testing ✅ Comes after Furiosa rejected Metas $800M acquisition offer While $NVDA dominates the West Furiosa is staking its claim in the Eastchip by chip model by model. Meta wanted to buy them. LGs now betting on them. Is Furiosa the next $AMD of Asia"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 18:52:56 UTC XX followers, XX engagements

"Citi: App Store fee cuts could materially boost platform economics Winners: $APP +611% EBITDA lift $U +1222% $RBLX +1019% Catalysts: U.S. legal pressure on Apple EU intervention potential Implications: $EA $PLTK get LTV/CAC relief AdTech platforms like $APP gain durable upside from ad scaling"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 00:28:39 UTC XX followers, XXX engagements

"Citi 2Q25 CIO survey (n=101): Global IT budget growth softens to XXX% (from 2.7%) Europe weak U.S. stable Top priorities: Cybersecurity Data Analytics / GenAI Digital Transformation NTM IT budgets reaccelerate to XXX% up from XXX% Top GenAI vendors: $MSFT OpenAI $AMZN"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-15 18:04:59 UTC XX followers, XX engagements

"Is $RDDT quietly building the next AI-native ad empire beneath the memes Citi just reiterated Buy with a bold $XXX price target betting big on Reddits evolution ahead of 2Q25 earnings. Heres what theyre seeing: DAUs revenue and EBITDA all tracking above Street July traffic stabilized post-Google algo tweakskey win Reddit Answers = generative search engine in disguise 🔍 Advertisers leaning into DPA Optimization Score and real targeting muscle And that 22B+ post/comment corpus Monetization gold via Community Intelligence 💰 Forget the forums. This is structured chaostraining the next-gen"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 18:49:00 UTC XX followers, XXX engagements

"$GM just took a $1.1B punch to the gut from Trumps tariffsyet it's still standing. Barely. On paper A beat: Adj. EPS: $XXXX vs. $XXXX est. But under the hood Down from $XXXX a year ago Net income: -XX% YoY to $1.9B EBIT in North America: -$2B And the hits keep coming: $300M in engine defect recalls $600M EV inventory build-upwith models that lose money $200M lost on weaker fleet pricing Fed subsidy phaseouts + cross-border duties still weighing heavy Sticker prices Still too high to raise further. Tariff exposure GM says only 1/3 of the $45B can be mitigated this year. CEO Mary Barra is"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 18:33:59 UTC XX followers, XX engagements

"Why did $TXN just post its biggest post-earnings drop since 2015 🔍 Industrial strength masked deeper cracks. Q2 revenue got a XX% q/q boost from industrial and China (+19% q/q) but even management flagged this was likely driven by tariff-related pull-ins not sustainable demand. 🚗 Auto is stalling. Automotive sales fell q/q and management now expects flat factory loadings reversing earlier optimism. That coupled with rising inventory undermines hopes of an imminent cyclical upturn. 📉 Margins tell the real story. Q3 guide implies just XX% gross margin below buyside expectations. EPS midpoint"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-23 23:45:15 UTC XX followers, XX engagements

"$CVX Chevron is back in Venezuela with Trumps blessing. XX Americans traded for oil access. No taxes for Maduro. The U.S. just handed crude diplomacy a loaded gun. 🛢💥"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 16:50:50 UTC XX followers, XX engagements

"Jefferies VAR check just dropped some 🔐 bullish signals for cyber 👇 2Q demand = steady vs. 1Q but momentum accelerating into 2H 🏆 standouts: $CRWD & $PANW = top vendor momentum $VRNS $OKTA $ZS showing sequential gains $MSFT leads in machine identity Cloud/SASE optimism rising ☁ Gen AI tailwinds building 🌬 most notable stat 📈 2025 VAR growth est jumped to XX% y/y (vs. XXX% prior) pipeline sentiment is heating up cyber might quietly be one of 2Hs strongest bid zones 🔥"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-17 21:33:00 UTC XX followers, XX engagements

"$META just got a fresh $XXX target from Benchmark 🔥 The firms still bullish heading into Q2expecting a stable top line thanks to steady e-comm flow and strong ad pricing in the U.S. and Canada. But the real headline Zucks going all-in on AIhundreds of billions kind of all-in. New AI hires + infra spending will likely steal the show on the earnings call. 2025 capex Probably flat. Opex Might get trimmed a bit"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 00:55:00 UTC XX followers, XX engagements

"Erste Group upgrades $ANET to Buy key points: Expects medium-term revenue outperformance Sees expanding margins supporting valuation Highlights strategic buildout of AI network mgmt ecosystem Believes $ANET is well-positioned for AI infrastructure tailwinds"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 01:29:00 UTC XX followers, XX engagements

"Is $ETSY quietly crawling out of the e-commerce graveyard Raymond James just hiked its target to $XX (from $50) citing real signals that demand is finally turning. Web traffic: up App usage: rising Search trends: climbing 📈 Add in Deutsche Banks channel checks and the story sharpens: Q2 user growth +4pts vs Q1 Sales flat Y/Yfirst non-decline in quarters GMS down 5.7%but still beating the Street Q3 guide expected to show GMS stabilization Organic engagement picking up via retooled product + app stickiness But dont pop the bubbly yetEBITDA might stay muted as Etsy leans into marketing and"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 19:33:00 UTC XX followers, XX engagements

"Is $AAPL's iPhone engine finally sputteringor just catching its breath after a tariff-fueled sprint UBS held the line with a Neutral and a $XXX PT but the tone is complicated: June iPhone sell-through: -XX% YoY 😬 (after a tariff panic surge in AprilMay) But Q2 still beats: 45M units +3.4% YoY 1.5M above prior est. FX Now a tailwinddollar weakness flipping the script 💱 Modest Q2 raise ✔ But September gets trimmedexpectations of a hangover from early pull-forward This is the delicate art of managing perfection: -When better than feared isnt bullish and not terrible isn't enough. -So whats"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 19:47:00 UTC XX followers, XX engagements

"🚨 Meme stocks are backand this time they brought Kohls and Opendoor. Retail traders are stampeding into low-priced heavily shorted names just like 2021. But its not $GME or $AMC this time. Its $KSS and $OPEN. And yesKohls doubled intraday. All while: $SPX hits all-time highs 📈 Bitcoin hovers near $120K $ARKK is +34% YTD SPACs are surging again WallStreetBets chatter explodes"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 18:26:47 UTC XX followers, XXX engagements

"The West has Waymo. The East just made its move. $UBER and $BIDU are merging forces to deploy robotaxis across Asia and the Middle Eastbringing 1000+ fully driverless cars onto the streets. The autonomous race is now truly global"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-15 18:37:14 UTC XX followers, XX engagements

"$BOTZ $IRBO: 20250613 Morgan Stanley: XX reasons why China is taking the lead in humanoid robots 🤖 China is outpacing global peers in robotics per MS thanks to: X Rare earth dominance leverage over global hardware chains X Decades of tech transfer from Western JVs X Ample state-backed capital + military-civil fusion X Demographic pressure driving automation urgency X Public enthusiasm and cultural embrace of robotics X Massive vocational training pipeline X Aggressive R&D tax incentives X Infrastructure-heavy investment environment X Strategic long-term planning vs. U.S. short-termism 🔟 AI"
@VcircleFuture Avatar @VcircleFuture on X 2025-06-13 17:02:00 UTC XX followers, XX engagements

"Why is Elon Musk's $xAI stealthbuying a gas plant in Mississippi for $XX Not a joke. A 114-acre former Duke Energy site Just got snapped up by an xAI-linked shellMZX Tech LLC. Location: Southaven Mississippi. Fuel source Natural gas. Purpose Power-hungry AI expansion. 🔥"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-18 19:01:37 UTC XX followers, XX engagements

"🧠 $META July paid social: Durable per Edgewater Subscale platforms: Mixed 🤫 Hearing only not from mgmt"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 03:43:00 UTC XX followers, XX engagements

"$APP is still a top pick at BofA and the firm thinks the Street is behind the curve. 📊 Q2 may beat. BofA expects $1.26B in ad revenue vs. $1.20B consensus citing strong mobile game monetization and improved ad load even with flat q/q eCommerce trends. ⚙ Model enhancement coming Theres chatter of a structural improvement in APPs performance model potentially leading to better-than-expected Q2 results and re-rating. 🧰 Self-serve + managed services = next growth leg. APPs upcoming self-serve platform for SMBs and resumption of managed-service onboarding could unlock new demand layers as CY25"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 01:25:00 UTC XX followers, XXX engagements

"Who's cooling off on $ALAB just as the AI interconnect boom heats up Northland just downgraded to Market Perform holding the line on a $XXX target. The reason Not fundamentals. Not growth. Not competition. Valuation. Despite a bullish setup into 2025 theyre stepping backciting: Lingering macro risks (👀 tariffs) A price that already bakes in a lot of AI optimism And no near-term catalyst to raise the bar $ALAB s story still screams future infra king. But the Streets message is clear: Even great companies can fly too close to the sun"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 18:39:00 UTC XX followers, XX engagements

"$RDDT Reddit just got a big thumbs-up from Needham 📈 After a blowout 1Q25 and strong Q2 signals the firm raised its price target on $RDDT. Why -Daily users are growing fast. -Ad monetization is getting smarterespecially with direct-response ads. -And the ad mix Its moving toward full-funnel i.e. better ROI for brands. -On the product side Reddit Search + Reddit Answers are pulling users deeper -while AI features like Insights and Summaries are showing early signs of real $$. -Even concerns about Google cannibalizing traffic Not materializing. If AI translations kick in globally and ops stay"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 00:32:46 UTC XX followers, XX engagements

"🎵 $SPOT 3P data suggesting Premium sub adds came in ahead of Street for Q2. 🤫 Whisper-level not confirmed"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 02:38:00 UTC XX followers, XX engagements

"🚨 Guggenheim just made a bold move ahead of $CTSH earnings are they seeing the turn before the crowd 📈 Upgraded to Buy with a $XX PT citing: Stronger execution Positive channel checks A durable turnaround under new leadership 🔍 For Q2: Revenue est. raised to $5.213B (+6.4% y/y cc) EPS forecast: $XXXX driven by margin gains and FX tailwinds Expectation: Full-year rev guide midpoint raised to +4.56.0% y/y cc with 2040bps in op margin expansion 💡 Whats the setup Trades at just 13.5x CY26 EPS Bookings accelerating AI-led cost leverage kicking in Sales productivity inflecting ✅ All signals"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-18 17:17:02 UTC XX followers, XX engagements

"Cantor raises $COIN PT to $XXX (from $292) reiterates Overweight: Institutional adoption + crypto rally = upside 2026E EPS lifted to $XXXXX (from $8.36) P/E target multiple raised to 46.5x (from 35x) Sees strength in: Rising volumes Stablecoin monetization Staking rewards Base (L2) still underappreciated"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 16:10:00 UTC XX followers, XX engagements

"Is the U.S. stablecoin crown about to be ripped from $CRCL s head Compass Point just downgraded Circle to Sell slashing its price target to $XXX from $205after the U.S. stablecoin bill cleared. Heres whats shaking the throne: $53B valuation Compass says its too rich for future margin potential New legislation may force Circle to share more of its interest incomecutting into profits Competition looms: banks and fintechs could unleash rival stablecoins in 2H25 And USDCs dominance Now under regulatory and strategic siege 📉 They still see Circle as a key player But not the unchallenged king the"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 18:56:00 UTC XX followers, XX engagements

"$SHOP just got downgraded after a XX% rally is the bar now too high 📈 Valuation priced for perfection. Arete cut its rating to Neutral saying $SHOP now assumes flawless execution. With shares up over XX% since April the risk/reward has shifted. ⚠ Competitive pressure from $GOOGL. Alphabets AI Mode is flagged as a long-term threat to Shopifys payments ecosystem potentially limiting access to key data signal advantages. 🔍 Ideal outcomes already reflected. Analyst Rocco Strauss calls the current valuation heady meaning even solid execution may not move the needle if expectations are already"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 00:27:00 UTC XX followers, XX engagements

"$MSFT 🤫 Hearing Clev commentary is positive says Q4 finished ahead of plan but Co-Pilot signings still falling short of expectations"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 01:55:00 UTC XX followers, XX engagements

"Dating App Pulse Check Citi June Data $MTCH: Hinge MAU growth reaccelerating Downloads still declining (3rd month in U.S.) Tinder improving MoM but Q2 overall soft Time spent rising but vs. easy comps $BMBL: Depressed growth but payer stability intact Citi sees no new deterioration. yet"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-15 19:39:00 UTC XX followers, XXX engagements

"Is Elon Musk about to lose his grip on Americas $175B space shield The Trump administration is now courting Amazons Project Kuiper and legacy defense giants to build the Golden Dome missile defense systemamid rising tensions with Musk. Heres whats brewing: A June X fallout soured the already-strained TrumpMusk dynamic Pentagon + White House had already been eyeing alternatives $175B at stakeand fears of overreliance on SpaceX are now front and center 🚀 Enter: Jeff Bezos Lockheed Raytheon and a power reshuffle in the sky"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 18:13:04 UTC XX followers, XX engagements

"Under the hood: Q2 looks better than Q1. Spend trends are improving. Optimism is compounding. JMPs checks read like a pre-earnings love letter"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-18 17:40:52 UTC XX followers, XX engagements

"AI is coming for data infra like a glacier on Red Bull. $SNOW s biggest unlock might still be in stealth mode"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-18 17:40:53 UTC XX followers, XX engagements

"$APP is heating up BTIG just raised its target to $XXX and calls it a top pick into earnings. 🎮 Gaming checks look strong. BTIG sees improved CPI trends and better D60/90 return profiles suggesting AppLovin likely gained share in gaming ad spend during Q2. 📈 Guidance raise across the board. Q2 revenue/EBITDA now expected at $1.249B / $1.007B up from prior $1.216B / $984M. FY25/26 projections were also lifted a sign of rising confidence. 📊 Non-gaming momentum builds. Positive signals from broader ad performance suggest this may be an upgrade-like quarter with potential upside surprise on"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-24 00:35:00 UTC XX followers, XXX engagements

"$SNOW just got a fresh coat of confidence and Wall Streets whisper network is heating up ☃🔥 Two firms just front-ran the crowd. Heres what theyre seeing (and what most investors are missing): 🧵Below👇"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-18 17:40:51 UTC XX followers, XX engagements

"$TTD to join the S&P XXX Effective: before market open Friday July XX Replacing $ANSS which is being acquired by $SNPS $APP rallied on hopes of S&P inclusion Watch for index buying flows ahead of Friday"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-15 17:32:13 UTC XX followers, XX engagements

"Whos stealth-buying the Q2 rebound before the whisper turns to a roar 💥 $GOOGL: Paid clicks holding firm despite AI noise. No signs of erosion. Street chatter turning bullish fast. 💥 $MDB: 3rd parties calling out strong net addsgrowth is back on track. 💥 $GTLB: June came in hot and Q2 followeddevs arent slowing down. All three names now have momentum rumors stacking into earnings. Which one pops first And more importantly Are you early enough to catch it"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 17:34:40 UTC XX followers, XXX engagements

"whats the hidden story behind $TSLA handing off one of Australias biggest virtual power plants $AGL just took over the South Australia Virtual Power Plant from $TSLA thats 7000 Powerwall home batteries now helping AGL hit its 2035 net-zero goal 😮💨 residents get cheaper energy ⚡ AGL gets clean distributed storage 🔋 the grid gets more stability 🧠 Tesla quietly offloading ops possibly to focus harder on scaling FSD + energy hardware sometimes the future isnt who builds the tech its who deploys it best"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-07 18:39:16 UTC XX followers, XXX engagements

"🚨 $GOOGL bulls just got fresh ammo: 📈 Needham hiked PT to $XXX (from $178) reaffirming Buy. Why 🔹 Owns 40%+ of global digital ad spend ($265B rev) 🔹 YouTube leads U.S. streaming at XXXX% share 🔹 NFL Sunday Ticket = subs tailwind 🔹 GenAI + Gemini seen as multi-year catalysts across Cloud & internal ops 💡 Needham: Googles Search + YouTube data = unmatched LLM moat. Meanwhile. 🧐 Cantor lifts PT to $XXX but stays Neutral. They see: Q2 beats (Search YouTube Cloud 🔥) EBIT margin upside from efficiencies But 👀 antitrust overhang in August keeps them cautious ⚖ Sonarrative split: 📊 One"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-16 17:16:02 UTC XX followers, XX engagements

"Who dares slap a Sell on $NFLX with a $XXX price target still intact Phillip Securities just did. Analyst Helena Wang says valuation is stretched post-rally but heres the twist: Shes not slashing the targetjust the rating. Why Viewer engagement is slipping 📉 Ad dreams may hit reality And at these levels upside feels capped So what happens when the narrative turns from subscriber growth to attention decay"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 17:36:57 UTC XX followers, XX engagements

"Why is $NXPI down after a rev beat and guide above Because in this market it's not the numbersits the positioning. 📉 They said conviction in the upcycle is stronger than XX days ago. But when analog semis are flirting with YTD highs even good isn't good enough. Calls still live. Street wants color on: Q4 trajectory How sustainable this bounce really is This earnings season Its not about surprise Its about whos already crowded"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 17:10:03 UTC XX followers, XX engagements

"$CDW just landed on JPMorgans Positive Catalyst Watch 🔍 why 💻 strong PC demand = likely Q2 beat 📈 upside risk to FY25 guidance 📊 trading at just 18x earnings cheap vs peers JPM thinks even a modest beat could trigger a re-rate low bar + solid print = setup for a sneaky breakout 📦📈"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-17 18:28:57 UTC XX followers, XX engagements

"Morgan Stanley on $ETSY: Upgrade: Underweight Equal-weight Price Target: $XX (from $38) Thesis shift: $EBAY vs $ETSY has run its course GMS growth to recover by 2H:251Q:26 Risks (churn frequency) now priced in Tailwinds: Easier comps better marketing ROI lower tariff risk"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 15:19:34 UTC XX followers, XX engagements

"Is $NVDA's next China strategy just a stopgapbefore demand cliffs again 🧠 Morgan Stanleys Charlie Chan says Taiwans semi supply chain is prepping 1M units of $NVDAs H20: 🏭 700k finished 🧪 200300k still at wafer stage 📦 Requires 10k CoWoS-S wafers to package 🚫 No signs of new TSMC wafer starts yet a red flag for sustained demand 🔮 Looking ahead to 2H25: 2M units planned for B30/B40 (Blackwell RTX Pro) B40 is a China-safe version: XX% cheaper than H20 but also weaker on tokens/sec + bandwidth 🎯 Performance-to-price tradeoff will be crucial for cloud buyers 📉 Interpretation: The"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 15:21:54 UTC XX followers, XX engagements