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@VcircleFuture Avatar @VcircleFuture V.C.F.

V.C.F. posts on X about eps, momentum, macro, $etsy the most. They currently have XX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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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 technology brands finance countries celebrities cryptocurrencies exchanges social networks fashion brands automotive brands

Social topic influence eps, momentum, macro, $etsy, elon musk, $arm, signals, xai, lyft, $lyft

Top assets mentioned Etsy Inc (ETSY) Lyft, Inc. Class A Common Stock (LYFT) Cognizant Technology Solutions Corp (CTSH) Mario Coin (COIN) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Amazon.com, Inc. (AMZN) Aditus (ADI) Texas Instruments (TXN) GM (GM) SideShift (XAI) Duke Energy Corp (DUK) Teradyne, Inc. (TER) NXP Semiconductors NV (NXPI) Accenture (ACN) Oracle Corporation (ORCL) Affirm Holdings, Inc. Class A Common Stock (AFRM) Marvell Technology Inc (MRVL) HSBC Holdings PLC (HSBC) Tesla, Inc. (TSLA) Astera Labs, Inc. Common Stock (ALAB) Circle Internet Group, Inc. (CRCL) Match Group Inc (MTCH) MongoDB, Inc. (MDB) GitLab Inc. Class A Common Stock (GTLB) Synopsys, Inc. (SNPS) Netflix Inc (NFLX) CDW common stock (CDW) Roblox, Corp. (RBLX)

Top Social Posts #

Top posts by engagements in the last XX hours

"🕵♂ Amazon hid the number everyone waits for after Prime Day 2025 and thats raising eyebrows across retail. 📦 For the first time since 2020 $AMZN didnt disclose total items sold. No 375M+ sold brag. No most ever flex. Just silence. 📉 Third-party data shows a XX% drop in Day X sales vs. 2024. Amazon called that "highly inaccurate." But stillwhy no hard number 📊 Adobe says U.S. online sales hit $24.1B (+30% YoY) across all retailers. But did Amazon ride the wave or just the headline 🧩 Possible reasons for the missing stat: Weaker consumer pull Tariff-fueled discount chaos Tighter inventory"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-16 17:06:09 UTC XX followers, XX engagements

"Seaport revises stance on analog semis: Upgrades: $TXN & $ADI Neutral (from Sell) Reason: Bearish macro/inventory view too pessimistic Outlook: Stabilization deterioration Inventory: Early signs of improvement Macro: Risk appetite rising Estimates: Now in line with consensus Caveat: No strong near-term upside seen"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 18:23:00 UTC XX followers, XX 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

"UBS on $ARM (PT raised to $XXX Buy): Driver: Ongoing Snapdragon PC volume & SKU growth View: Adds incremental upside despite PC being a smaller contributor Risk: Qualcomm legal dispute remains unresolved Outlook: No near-term resolution expected but not derailing bull case Positioning: Boosts upside to already strong AI/data center thesis"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 17:16:00 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

"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

"UBS raises $TER PT to $XXX (from $110) keeps Buy: Q2 expected in line Q3 guide may come in slightly above Street Sees upside bias to 2H vs consensus Mgmt tone still cautious due to tariff risk + low visibility Investors worried about another guide downbut UBS less so"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 15:53:00 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

"$ACN just got the green light from ISI 🚦 new Outperform rating and $XXX PT why now 📉 recent underperformance = opportunity 📈 medium-term EPS could top $XX 🧠 AI tailwinds + internal efficiency gains = margin upside 🔁 IT services cycle looks ready to rebound plus: proven execution ✅ strong FCF ✅ M&A firepower ✅ with macro clouds lifting $ACN may be set for a re-rate powered by AI + stability combo 💼✨"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-17 18:46:00 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

"Evercore ISI is betting on a $CTSH comeback 👇 initiated with Outperform and a $XXX PT they see: -large deal wins stacking up -AI adoption picking up fast (20% of internal code now AI-generated) -end-market stability improving path to $XXXX EPS in the medium term driven by: ✅ mid-to-high single-digit organic growth ✅ margin expansion ✅ XXX% FCF returned or deployed in smart M&A with vertical depth + early AI traction $CTSH is looking like a sleeper re-rate candidate 😴📈"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-17 18:07:23 UTC XX followers, XX engagements

"🔥Whos hoarding XXX gigawatts of raw compute power9x their last deal OpenAI just inked a monster expansion with $ORCL. Thats enough electricity to rival Microsofts entire cloud operation today. A sleepy Texas town is about to become the heart of AIs next arms raceCrusoe is building the site OpenAI is the customer and 2028 is the year to watch: $30B revenue for Oracle $68B compute spend by OpenAI $Meta and xAI are scrambling toobuilding multi-GW clusters. But heres the kicker: OpenAI now treats all of its infrastructure including rented GPU fleets from $GOOGL and CoreWeave as part of"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 17:01:40 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

"Wells Fargo on $ARM (PT to $XXX cautious NT): EPS: F1Q26 may disappoint post-rally No FY26 guide yet visibility key FY26 tailwinds: AI data center demand Server CPU growth +104% y/y Custom silicon ramp (Grace Graviton v9) Licensing: XX% y/y growth Royalty growth: high teens to low-20% y/y Sentiment soft visibility could trigger next leg up"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 17:52:00 UTC XX followers, XX engagements

"Oppenheimer on $AFRM (Initiated at Outperform PT $80): BNPL leadership: strong underwriting + funding + merchant ties FY26 projections: Mid-20s GMV growth High-20s adjusted op income CAGR Walmart exit = guidance drag but seen as beatable View: Sustainable share gains + upside vs consensus"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 18:42:00 UTC XX followers, XX engagements

"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

"is $CRWW the next big cloud disruptoror a GPU rental shop with no moat HSBC just kicked off coverage with a Reduce rating and a $XX PT 🚨 thats well below the Street their bear case -GPU infra is getting commoditized fast -CoreWeave's edge is shrinking as clients build their own tools -capex-heavy margin-light FCF negative -2027 EPS XX% below consensus -and AWS isnt exactly easing up 🧱 even with AI tailwinds HSBC thinks $CRWW lacks pricing power & scale benefits cloud isnt just about chipsits about leverage. and right now CRWW might be on the wrong side of both"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-17 17:42:16 UTC XX followers, XX engagements

"Citizens JMP bumped its price target to $XXX (from $245) still Outperform. Why XX private customer calls. XX said: Were spending more on Snowflake in the next 1218 months. Thats not a stat. Thats a sales pipeline"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-18 17:40:52 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

"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

"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

"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

"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

"Piper on $SNPS post-Ansys close (PT $660): Combined entity = $120B+ design simulation powerhouse EPS accretion: Expected within X years Synergies: $400M by year X $1B+ long-term Deleveraging path: 2x EBITDA Strategic upside: Expands into simulation beyond EDA Buybacks possible as leverage falls Watchpoints: China export risk + ANSS integration"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 17:47:00 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

"Piper on $COIN (PT raised to $XXX Neutral): Market context: Crypto momentum + regulatory clarity Institutional demand rising BTC miners = focal point amid AI energy partnerships Concern: Halving cycle may signal bull cycle maturity Stance: PT lifted but risk/reward now balanced"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 16:56:00 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

"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

"🚨 Teens are becoming millionaires on $RBLX and its not a glitch in the matrix. 👾 A 19-year-old built Blue Lock: Rivals an anime-style soccer game with 1M+ concurrent players Sold it for $3M+ to Do Big Studios Game generates $5M/month for Roblox via in-game purchases 💥 What changed 🔓 In Dec 2024 Roblox allowed game ownership transfers Suddenly a secondary market exploded Voldex bought Brookhaven RP for $100M+ Bloxburg Same ballpark 🤑 These arent one-off wins: Deals often done anonymously via Discord Companies now acquire then optimize + brand-partner CEO says devs could become"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-14 20:01:45 UTC XX followers, XXX 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

"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

"Is the ride-share divergence widening again before Q2 prints 🚕 Bernstein says $LYFT is tracking toward the high end of guide: 📈 +13% Y/Y Gross Bookings 💵 $125M adjusted EBITDA ⚖ In-line print expected not a beat ❗Still needs to prove durability in momentum and investor trust 🚗 Meanwhile $UBER remains the more consistent operator: 🌍 Mobility FXN Gross Bookings forecast at +20% Y/Y 📦 Delivery stable FX headwinds easing 🔧 Cost control + long-term EBITDA expansion intact 🧩 But valuation gap vs $DASH may stick until AV/Ads show progress 💡 Interpretation: $LYFT is improving but $UBER is"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 15:36:31 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

"$VZ Q2 highlights & FY updates 📈 Rev & EBITDA beat expectations Adj. EPS: $XXXX vs $XXXX est. FY FCF raised to $19.5B$20.5B (prior $17.5B$18.5B) FY EBITDA growth raised to 2.53.5% Postpaid consumer losses better: -51K vs -88K est. Postpaid biz adds light: 42K AI-driven CX & price-lock offers boosted retention"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 15:25:28 UTC XX followers, XX engagements

"Morgan Stanley turns bullish on $PINS: Rating: Overweight Price Target: $XX (21% upside) Thesis: Multi-quarter GPU investments now improving ad performance Product tailwinds: Performance+ visual search item-level bidding 2H:25 upside: Revenue + EBITDA expected to beat Valuation: Discounted vs $SNAP despite stronger trends"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 15:16:24 UTC XX followers, XX engagements

"Is $GOOGL about to flip the script from AI laggard to AI kingpin Raymond James thinks so. They just reiterated Outperform with a $XXX target calling the setup tactically bullish as: Search momentum rebounds 📈 Vertex + GCP see surprise booststhanks to Azure exits SEO ad buyers return hunting bargains post-AIM volatility Impressions & queries are rampingsoftening AIMs impact on clicks Even the DOJ trial They read it dovishChrome divestiture risk looks limited. Now its no longer about clicks alone. Its about engagement as the new KPI. With Chrome updates + search upgrades in motion the"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-22 17:57:00 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

"JPM on $CVNA (PT to $XXX Bullish): Q2 volume: JPM sees +41% y/y +7% q/q 2Q EBITDA est: $530M (vs. Street $546M buyside $560M) Margins: GPU/GoS normalizing FY26 EBITDA/unit: Targeting $1.4K Moat: Expanding share lower leverage SG&A scaling Risk: Near-term bar high possible short-term wobbles"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 18:16:00 UTC XX followers, XX engagements

"Raymond James on $DASH (PT: $XXX Strong Buy): Advertising: XX new features launched YTD record pace Growth lever: Ads now seen as multi-year monetization engine Symbiosys deal: Strategic catalyst for faster ad penetration (2026+) View: Ad momentum supports long-term margin expansion"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 17:16:00 UTC XX followers, XX engagements

"is $XYZ still undervalued after the bounce Evercore ISI thinks so and just raised its PT to $XX 🔼 their take: -valuation still trades at 10x 2026 EV/EBITDA one of the cheapest in fintech -Cash App & Square are both showing better execution -growth gaps vs. peers are narrowing -profit margins are improving -and Chimes IPO it only makes Cash App look more attractive 😮💨 despite past stumbles ISI sees focus + fundamentals driving a re-rate $SQ may finally be stepping out of the penalty box 📈"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-17 18:04:47 UTC XX followers, XXX engagements

"UBS on $ETSY (PT to $XX Neutral): FX tailwind: +70bps to growth Core GMS: +5pt acceleration App MAUs: +12% y/y in Q2 up 6pts vs Q1 U.S. sales: +7pts 2Y growth vs prior Takeaway: Momentum building but valuation fair Neutral stance maintained"
@VcircleFuture Avatar @VcircleFuture on X 2025-07-21 17:20:00 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