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@VcircleFuture Avatar @VcircleFuture V.C.F.

V.C.F. posts on X about $2b, ai, acquisition, $aard the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXX% technology brands XXXX% countries XXXX%

Social topic influence $2b 8.33%, ai 8.33%, acquisition #1354, $aard 4.17%, $slno 4.17%, strong 4.17%, $100m 4.17%, $eqix 4.17%, investment 4.17%, $dsgx XXXX%

Top assets mentioned Soleno Therapeutics, Inc. Common Stock (SLNO) Equinix Inc (EQIX) Descartes Systems Group Inc (DSGX) Oracle Corporation (ORCL) Zoetis Inc (ZTS) Synaptics Inc (SYNA) Alphabet Inc Class A (GOOGL) Crane Holdings, Co. (CR) monday.com Ltd. Ordinary Shares (MNDY) Bruker, Corp. (BRKR) Parsons Corporation (PSN)

Top Social Posts

Top posts by engagements in the last XX hours

"The market is pricing the Prader Willi Syndrome space completely wrong according to Raymond James' new initiation on $AARD (Strong Buy $XX PT). The glaring disconnect: The Incumbent: $SLNO trades at a $2B EV despite KOLs calling its hyperphagia data "underwhelming." The Challenger: $AARD has "compelling" Phase X data for a potential best-in-class drug. Its EV is $100M. The Asymmetry: A 20x valuation gap for a potentially superior asset. The Catalyst: Top-line Phase X data in 3Q26 could force a major re-rating. The Free Call Option: A nascent obesity program provides unmodeled upside"
X Link 2025-12-03T22:17Z XXX followers, XXX engagements

"BMO upgrades $EQIX to Outperform calling the bottom after a brutal -XX% YTD drop. The market hated the story but the numbers suggest a turnaround is brewing. The crime: A "disappointing" Analyst Day and a heavy investment cycle creating a near-term headwind on AFFO. The opportunity: Shares left for dead at 17.7x 2026 AFFOps a risk/reward BMO now calls "compelling". The catalysts: Strong bookings momentum a new focus on margin expansion and an accelerated development pipeline. The payoff: A clear path to return to high-single-digit+ long-term AFFO growth with a new $XXX price target"
X Link 2025-12-03T21:15Z XXX followers, XXX engagements

"Raymond James upgrades $DSGX to Outperform. They see a mispriced compounder hiding in plain sight. Headline organic growth looks weak at X% due to tough hardware comps. The real story is Services organic growth quietly rebounding to 7%. While the market sleeps A-EBITDA margins hit a new high of XX% with a massive XX% CFO conversion. The punchline: Trading near the bottom of its 10-year EBITDA multiple range while waiting for the inevitable freight market recovery"
X Link 2025-12-04T21:09Z XXX followers, XX engagements

"Wells Fargo initiates $ORCL at Overweight with a $XXX PT. The bull case is a hyperscaler dream built on AI. The risks look like a nightmare. Heres the breakdown: The OCI ambition: From just X% of the cloud market in 2025 to a projected XX% by 2029 gunning to match the next hyperscaler. Riding the OpenAI rocket: Underpinned by a colossal 4.5GW / $300B+ compute contract and $75B in other AI lab commits. The $MSFT playbook: Leverage AI infra leadership to pull through their high-margin $40B software business. But the price for this AI dream is steep: Concentration risk: OpenAI represents a"
X Link 2025-12-03T20:59Z XXX followers, XXX engagements

"The market wanted 2026 jam today. $ZTS is cooking for 2030. $ZTS drops X% on its "Innovation Day" in a green market. The crime No specific 2026 revenue targets from its pipeline. Investors punished the long-term vision focusing on current headwinds like weak OA sales and fewer vet visits. The "disappointing" update was a roadmap to a $5B+ TAM expansion. $3B-$4B in Chronic Kidney Disease (first approval '27). $1.2B-$1.7B in Oncology (approvals '28/'29). Cardiology pipeline targeting 2030. BTIG admits disappointment but reiterates its Buy rating & $XXX PT. A classic disconnect between impatient"
X Link 2025-12-03T21:37Z XXX followers, XXX engagements

"Northland just initiated on $SYNA with an Outperform rating and $XX PT. The market sees a serial acquirer. The analyst sees a stealth Edge AI powerhouse. The superficial take: $SYNA is just a roll-up strategy buying revenue to build scale. The reality: A calculated acquisition of IP to create a dominant solution for IoT and Edge AI. The ultimate validation: Google hand-picked $SYNA as a key partner for low-power Edge AI a massive endorsement as the AI narrative shifts from OpenAI to Google. The numbers: PT of $XX is based on a 16x multiple of their FY27 non-GAAP EPS estimate of $XXXX. The"
X Link 2025-12-03T23:37Z XXX followers, XXX engagements

"Wolfe Research initiates on $CR with an Outperform rating and a $XXX PT. They see a classic case of a sector laggard ready to close the gap. The Disconnect: $CR has returned just XX% YTD while its aerospace peers have soared an average of +48%. The market appears to be under-appreciating the story. The Catalyst: The $1.15B PSI acquisition is the game-changer. Sales growth is forecast to accelerate from X% in 2025 to a massive XX% in 2026. The Earnings Power: Post-acceleration the model sustains double-digit EPS growth even as organic sales growth normalizes to mid-single-digits. The"
X Link 2025-12-04T20:39Z XXX followers, XX engagements

"Guggenheim initiates on $MNDY with a Buy and $XXX PT seeing a massive disconnect between fundamentals and valuation. XX% upside potential for a rare "Rule of 50+" company (26%+ rev growth 27%+ FCF margin). New product growth is exploding: CRM Dev & Service segments (10% of ARR) grew XX% y/y reaccelerating new ARR. The irony: The market is pricing in ZERO growth and DECLINING FCF into perpetuity. Guggenheim's math shows valuation already reflects a worst-case scenario of AI-driven seat decline which they call "far from reality." The reality: Seat growth has stabilized at XX% driven by $50K ARR"
X Link 2025-12-04T21:29Z XXX followers, XXX engagements

"The market is sleeping on $BRKR while it stacks major orders. The disconnect between fundamentals and valuation is widening. Just bagged $25M in large NMR orders from top-tier universities in France & Germany recognized through 2026-27. This highlights ongoing strength in ex-US academic funding which makes up XX% of its A&G exposure. This isn't a one-off event. Also confirmed the installation of a flagship XXX GHz UHF NMR in the UK for Q4'25 solidifying its tech leadership. The punchline $BRKR trades at 13.5x 2026 EV/EBITDA while its Life Science peers sit comfortably at 19x. Leerink sees a"
X Link 2025-12-10T21:38Z XXX followers, XX engagements

"The market sells first asks questions later on $PSN. An upgrade with a price target cut is peak irony. TD Cowen upgrades $PSN to Buy but cuts PT to $XX from $XX signaling an attractive entry point after a panic-driven selloff. The stock shed XX% ($2B market cap) after losing an FAA contract. The actual impact A future sub-10% EBITDA revision ($40-50M annually) that was 2+ years away. A massive overreaction. This wasn't even a loss of existing business. The FAA contract was a new bid not a re-compete. It has zero impact on the current sales/EPS base. The twist: $PSN may now get higher-margin"
X Link 2025-12-10T22:01Z XXX followers, XX engagements