[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Frank Slootmanโs Abandoned Projects posts on X about $rbrk, $iot, $meli, $net the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXXX% finance XX% cryptocurrencies XX% countries XXXX% social networks XXXX% exchanges XXXX%
Social topic influence $rbrk #1, $iot #1, $meli #4, $net #2, $tsm #24, $crwd #4, $glbe #1, iot #12, $dlo #2, $mndy #1
Top accounts mentioned or mentioned by @justuravgstonk @gabgrowth @wj21331 @redcoatchicago @jablamsky @sergeycyw @wolfofharcourt @simeonresearch @rubenslashh @bullishbytes777 @escvel0city11 @nws4702 @tweetsquixotic @minnvestor @fundasyinvestor @lukacapital @xedjones @joinyellowbrick @jamesschladt @invesquotes
Top assets mentioned Rubrik, Inc. (RBRK) Helium IOT (IOT) MercadoLibre Inc (MELI) Cloudflare, Inc. (NET) Taiwan Semiconductor (TSM) Crowdstrike Holdings Inc (CRWD) Global-E Online Ltd. Ordinary Shares (GLBE) DLocal Limited Class A Common Shares (DLO) monday.com Ltd. Ordinary Shares (MNDY) Snowflake, Inc. (SNOW) Datadog Inc (DDOG) Trade Desk, Inc. (TTD) Zscaler Inc (ZS) NVIDIA Corp. (NVDA) Sea Limited (SE) Now Coin (NOW) Grab Holdings Limited Class A Ordinary Shares (GRAB) NuCypher (NU) CyberArk Software Ltd. (CYBR) Astera Labs, Inc. Common Stock (ALAB) Axon Enterprise, Inc. (AXON) Palantir (PLTR) Microsoft Corp. (MSFT) Coupang, Inc. (CPNG) Procore Technologies, Inc. (PCOR) Advanced Micro Devices (AMD) Veeva Systems, Inc. (VEEV) Monolithic Power Systems, Inc. (MPWR) Shopify Inc (SHOP) Arista Networks Inc (ANET) Broadcom, Inc. (AVGO) Fortinet Inc (FTNT) GitLab Inc. Class A Common Stock (GTLB) Intuit Inc. (INTU) Intuitive Surgical, Inc. (ISRG) Palo Alto Networks Inc (PANW) Uber Technologies, Inc. (UBER) Workday Inc (WDAY) Klaviyo, Inc. (KVYO) Adobe, Inc. (ADBE) Applovin Corporation (APP)
Top posts by engagements in the last XX hours
"My high quality/high growth watchlist. Id consider being long any of these for longer time periods. While I can/do swing some of these ideally Id like to find a good price and go long for years. $ARM $AXON ($400) $CYBR (9-10x NTM EV/Rev) $PLTR (100-125b) $SHOP $TSM (50 EMA)" @davey_juice on X 2025-07-18 02:04:29 UTC 4413 followers, 1546 engagements
"Why this is a problem: Most backup and disaster recovery solutions are built to restore data not to detect if it was stolen or prove what was taken. That leaves companies in the dark unsure what was exposed and unprepared to comply with regulators (like the SEC GDPR HIPAA)" @davey_juice on X 2025-07-16 06:10:19 UTC 4413 followers, XXX engagements
"I dont know why market participants are shocked by $asml quarter to the downside. Wouldve thought a weak 2026 was priced in. I was wondering why the market was pricing it at XX% premium to $tsm with 1/2 the growth" @davey_juice on X 2025-07-16 13:01:45 UTC 4404 followers, 2210 engagements
"$RBRK Q1 GAAP gross margin rose to 78.3%. Gross margin SBC down to $4.8M vs $48.9M ๐ฅ GAAP net loss/share improved to -$0.53 down from -$11.48 y/y SBC=$73.5M vs $630M y/y ๐ฅ CFO: encouraged by continued progress toward profitability driven by scaling efficiencies & lower sbc" @davey_juice on X 2025-07-07 16:08:02 UTC 4413 followers, 1099 engagements
"@SergeyCYW I see. Confusing to see $se $meli but not $grab $glbe I guess but I get it lol its kind of a mess. $grab also has a growing fintech which is big part of thesis potential. I see where you are coming from haha its a bit exhausting classifying these beasts" @davey_juice on X 2025-07-08 14:26:47 UTC 4404 followers, XXX engagements
"@SimeonResearch_ @escvel0city11 For me its because its too complicated to buy these names. Also Europe is stagnant economy so its tough to put too many eggs there. I really like $adyen though I have no doubt you can make money in these names" @davey_juice on X 2025-07-07 17:16:35 UTC 4406 followers, XXX engagements
"@GabGrowth Fair enough makes sense I think $tsm grows XX% + as long as $nvda grows XX% of TSM upside over the next XX years is tied to NVIDIA & the broader AI compute buildout. The rest comes from more stable businesses like smartphones PCs autos. Jensen mentioned robotics as next" @davey_juice on X 2025-07-17 02:07:17 UTC 4404 followers, XXX engagements
"55% of victims were extorted a 2nd time Why this matters: Attackers increasingly re-extort companies even after ransomware recovery. Most backup tools dont help after the 1st encryption is undone. Why $rbrk is uniquely positioned: RBRKs Zero Trust Data Security model builds" @davey_juice on X 2025-07-16 06:04:06 UTC 4414 followers, XXX engagements
"$MELI $NU Latin America GDP (PPP): 2004: $5.55T 2014: $9.42T 2024: $14.16T CAGR: 20042024: XXX% 20142024: XXX% Outpaced both U.S. (2.3%) and EU (1.85%) over the past decade. At current growth rates LatAm will surpass the EU in PPP GDP by the year 2045" @davey_juice on X 2025-07-11 05:38:55 UTC 4413 followers, 6973 engagements
"@wolfofharcourt Im at the point where I have like6 names of high quality that are what I perceive as cheap. Im gonna keep banging em. $dlo and $glbe are getting full but Ill still lightly add them At these prices I only like: $meli $dlo $glbe $rbrk $iot $tsm to buy" @davey_juice on X 2025-07-15 01:33:38 UTC 4414 followers, XXX engagements
"immutable backups and delivers forensic-level insights into breach scope and infection radius. Unlike legacy vendors $rbrk can prove what data was accessed and prevent reinfection enabling a cyber recovery posturenot just backup" @davey_juice on X 2025-07-16 06:04:45 UTC 4412 followers, XXX engagements
"$snow punches ahead of its weight class w bigger deals than companies way larger such as $adbe and $now $net obviously impressive as well on this list" @davey_juice on X 2025-07-14 19:34:38 UTC 4409 followers, 1574 engagements
"Valuing $NET to Q1 2028 under different growth dilution & multiples (optimistic) Ultra Bull: XX% growth X% dilution 24x sales = $88B (very aggressive). Bull: XX% growth XXXX% dilution 19x sales = $64B (realistic but bold). Bear: XX% growth XXX% dilution 15x sales = $45B" @davey_juice on X 2025-07-12 13:37:25 UTC 4413 followers, 1547 engagements
"๐ต XX% of victims dont know if data was stolen Why this matters: If you dont know what was taken you cant respond correctly. That means failed breach reporting regulatory penalties & loss of customer trust. Why $rbrk is uniquely positioned: RBRKs Data Threat Engine" @davey_juice on X 2025-07-16 06:21:58 UTC 4412 followers, XXX engagements
"Where would I buy $now Short answer for me: Under XXX its attractive. Over XXX I will begin to trim again. Fair value zone: 790-970$. Approaching overvalued territory again soon imo and will subsequently trim again. Slowly starting above $XXX. I see bettter opptys" @davey_juice on X 2025-07-14 16:32:07 UTC 4409 followers, 1673 engagements
"@zoomyzoomm @ChudCap I think its beneficial to wait one more quarter to see if sequential revenue growth continues to slowly reaccelerate. If it does thats bullish to me" @davey_juice on X 2025-07-17 21:41:16 UTC 4407 followers, XX engagements
"@RedCoatChicago Yes. Its the company I doubt the most and Ill likely wind up trading again when they have a nice pop and let go of my shares. When this model shows me XX% cagr I can buy heavier. This model showed me I need to be more patient on $mndy to enter give myself more room. Lets see" @davey_juice on X 2025-07-13 11:49:04 UTC 4414 followers, XXX engagements
"2/2 XX $IOT XXXX% XX $CYBR * XX XX $AXON * XXXX XX $ADYEN XX XX $KVYO * XXXX XX $CRWD XX XX $SHOP * XXXX XX $APP * XXXX XX $DDOG XXXX XX $ZS XXXX XX $ARM * XX XX $TSM * XXXX XX $SE XXXX XX $AMD 70.5" @davey_juice on X 2025-07-19 01:38:42 UTC 4413 followers, XXX engagements
"Have any $iot bulls dived deep into Motive their biggest direct competitor They seem to be a strong competitor" @davey_juice on X 2025-07-10 21:44:24 UTC 4413 followers, XXX engagements
"$RBRK Not sure Ive seen a stock move like this on zero news during a calm market in a while. This looks like a one time liquidation event. Worth noting: institutions own a lot of the float and RBRK was sitting above major support jumped right back above. Were you buying dip" @davey_juice on X 2025-07-17 16:18:45 UTC 4413 followers, XXX engagements
"As a reminder $glbe has released a multi year framework of guidance that covered 2025-2028. GMV growth: high 20s to low 30s Revenue growth: mid 20s Non gaap gross margin: high 40s FCF margin: mid to high 20s $glbe has very little sbc so unadjusted and adjusted # are similar" @davey_juice on X 2025-07-10 17:31:35 UTC 4413 followers, 4973 engagements
"$iot has consistently bottomed around this 33-37 range for the past XX months. Most of their competitors are either legacy and outdated or niche start ups that arent fully vertically integrated. Their biggest competitor is Motive which actually is apparently doing more revs" @davey_juice on X 2025-07-10 15:31:58 UTC 4414 followers, 1063 engagements
"@JustUrAvgStonk Have you researched motive. Seems to be double the size and growing faster. Its my biggest concern" @davey_juice on X 2025-07-10 15:47:14 UTC 4413 followers, 1250 engagements
"The weird part to get over is that $meli is at ath- same w $crwd - But thats all irrelevant fundamentals AND valuation are very good and this is one of - if not my highest conviction name" @davey_juice on X 2025-07-09 19:28:11 UTC 4404 followers, XXX engagements
"I felt I was overtly bullish for $ddog as well so did same as I did for $iot I added base case XXX that accounts for 1000-1500 bp beats per annum. Use slightly lower exit multiple even though I felt I used X that aligned. For this case- XXXX% rev cagr 13.5x sales =12.1% cagr" @davey_juice on X 2025-07-13 11:45:29 UTC 4404 followers, XXX engagements
"Fuck $rbrk been a monster since day 1: TCV sold in 1st X yrs: 1st X mo: 5m$ Yr X TCV: 47m$ Yr 2: 168m$ Yr 3: 350m$ We were one of the fastest if not the fastest growing enterprise b2b business CEO attributes it to the unprecedented transparency in early yrs" @davey_juice on X 2025-07-11 11:55:11 UTC 4414 followers, 1163 engagements
"Put half my money from $mndy into $rbrk at XXXXX added some $iot at 37.07" @davey_juice on X 2025-07-14 13:47:11 UTC 4413 followers, XXX engagements
"@TweetsQuixotic If you do this Ill be so mad at you. Stay in $tsm this things like the chill version of $nvda gonna keep beating estimates as long as this cycle continues - dont be like me" @davey_juice on X 2025-07-17 15:54:57 UTC 4404 followers, XXX engagements
"Trimmed more $ttd at XXXX $net 194.xx for $rbrk in low 87s" @davey_juice on X 2025-07-09 13:53:12 UTC 4413 followers, 2970 engagements
"$snow management team starting to sell larger chunks. Not concerned- the stocks been depressed for a while so its to be expected there are more shares to dump now than usual" @davey_juice on X 2025-07-10 08:36:11 UTC 4404 followers, XXX engagements
"๐ Price Targets & 3-Year CAGR (5/1/28) X. $MELI $4393 +22.3% CAGR X. $RBRK $XXX +20.8% CAGR X. $IOT $XXXXX +16.7% CAGR X. $DDOG $XXX +15.1% CAGR X. $ZS $XXX +14.0% CAGR X. $MNDY $XXX +12.3% CAGR X. $CRWD $XXX +5.7% CAGR X. $NET $XXX +1.3% CAGR" @davey_juice on X 2025-07-13 12:06:49 UTC 4414 followers, 3319 engagements
"Oh okay 87-92 intraday move on $rbrk I see you homie. I wanted to load a lot fatter but was able to get in XX shares in past X months. Especially the past X days from 85-88. If this tests high 80s XX Ill continue loading. All money Ive put into this stock is not new funds" @davey_juice on X 2025-07-09 18:30:04 UTC 4413 followers, 2126 engagements
"@mrjivraj @grok It matters because your returns would be higher without dilution. Simple. How much it matters depends on many factors but it does matter and reduces returns" @davey_juice on X 2025-07-07 16:42:06 UTC 4397 followers, XX engagements
"@JamesSchladt Being on this list is a great thing in general imo. $rbrk and $iot growth is impressive given not ZIRp especially" @davey_juice on X 2025-07-11 17:02:16 UTC 4413 followers, XXX engagements
"I made a lot more aggressive assumptions w $crwd than $rbrk and still $rbrk cagr came out to almost XX% while $crwd was 8.5%" @davey_juice on X 2025-07-16 22:47:36 UTC 4412 followers, XXX engagements
"$net hit 30x multiple before. October X 2020 while trailing growth was 49.25%. They grew XX% XX% XX% the next X years CAGR (annualized) XXXX% per year Total growth XXXXX% (2.46 increase) Total revenue added $860m But the stock was worth 85$ again XX months later" @davey_juice on X 2025-07-13 13:54:52 UTC 4413 followers, 1202 engagements
"@RedCoatChicago Im looking at relative valuation these adds are all coming from sales. So its a different way of looking at it. As others rise I keep putting $ into $meli as r/r gets better instead of waiting for one price. What if $meli hits XXX ma when other stocks crash more first" @davey_juice on X 2025-07-17 20:09:08 UTC 4413 followers, XXX engagements
"If you guys enjoyed this let me know and Ill consider picking X more stocks that I own to do this with. If this doesnt get much traction this will be a one time thing as I can do it much quicker and not type it out like I usually do when evaluating r/r amongst my holdings" @davey_juice on X 2025-07-12 17:16:18 UTC 4404 followers, XXX engagements
"@Invesquotes Everyone has to do whats for themselves- I just keep saying and have been saying for months why own other semi names not named $tsm / $nvda especially those with slower growth and higher multiples. These are your big AI winners out of large caps" @davey_juice on X 2025-07-17 13:47:25 UTC 4413 followers, XXX engagements
"Valuing $CRWD to Q1 2028 under X (aggressive) scenarios: Ultra Bull: XX% rev CAGR XXX% dilution XX sales XXXX% CAGR $XXX stock Bull: XX% rev CAGR XXX% dilution XX sales XXX% CAGR $XXX Bear: XX% rev CAGR XXX% dilution XX sales -XXX% CAGR $345" @davey_juice on X 2025-07-12 13:52:16 UTC 4413 followers, 3766 engagements
"@BourbonCap Buying back bloated shares the last X years was a great use of capital" @davey_juice on X 2025-07-16 17:21:02 UTC 4407 followers, XXX engagements
"On reason Im very bullish on $rbrk Reminds me of $zs with the founders retaining tons of equity giving them LT vision. ๐งฎ Founder Ownership Total: Bipul Sinha (CEO): XXX% Arvind Jain: XXX% Arvind Nithrakashyap: XXX% โ Combined Total: XXX% + XXX% + XXX% = 21.3%" @davey_juice on X 2025-07-11 06:59:23 UTC 4413 followers, XXX engagements
"What stocks stand out to you that are estimated to be growing XX% cagr thru end of 2027 that trade at a valuation you can pencil out market beating returns without making crazy assumptions. Thinking time horizon as end of 2027 (2.5 years) For me: $rbrk $glbe $meli $dlo $iot" @davey_juice on X 2025-07-15 22:27:41 UTC 4413 followers, 3122 engagements
"Small trim of $grab at XXXX trimmed a bit of $tsm @ XXXXX $net near XXX placed the funds into $glbe $rbrk and $iot" @davey_juice on X 2025-07-15 15:39:02 UTC 4413 followers, XXX engagements
"Lastly Growth company w/out gaap profits that I continue to Monitor: $kvyo $mndy $mdb Speculative (for one reason or another) and or not profitable companies that I monitor $acmr (China revs but us company) $acls same as above ๐ $cday $xpel $hims $pcor $cflt $skyt $iot" @davey_juice on X 2024-01-03 03:17:23 UTC 4407 followers, 7669 engagements
"$NOW 3-Year Valuation Framework ๐งฎ ๐ฅ Bear Case Rev CAGR: XX% Exit: XX Target: $XXX CAGR: -XXX% ๐ฉ Base Case Rev CAGR: XXXX% Exit: XXXX Target: $1233 CAGR: +9.5% ๐ฆ Bull Case Rev CAGR: XXXX% Exit: XX Target: $1427 CAGR: +14.9%" @davey_juice on X 2025-07-14 05:41:44 UTC 4409 followers, 3949 engagements
"Portfolio 7/17/25 Close: Top 8=82.35% 18%: $CRWD 15%: $ZS XX% each: $MELI $SNOW 10%: $DDOG X% each: $NET $NU 4%: $RBRK Other 10=17.65% X% each: $GLBE $AMD $DLO X% each: $ADYEY $NVDA $SE X% each: $EVVTY $GRAB $IOT $ALAB Total: $560776.66 YTD Thru 7/16: +26.9% vs $QQQ +9.9%" @davey_juice on X 2025-07-17 21:19:57 UTC 4413 followers, 4613 engagements
"Something I really like about $iot ceo is he started the company with a bunch friends who he calls his buddies they talk on phone often brought in many guys from old team. Also he gets out there and goes in the field often and from seeing the old techniques gets more ideas" @davey_juice on X 2025-07-12 00:06:46 UTC 4413 followers, 1012 engagements
"$GLBE 5/1/28 ๐ฉ Bear Case: XXXX% rev CAGR (25/23/20%) 5.25x multiple $XXXXX (5.06% CAGR) ๐จ Base Case: XXXX% rev CAGR (26.5/25.5/24.5%) 8.5x multiple $XXXXX (15.53% CAGR) ๐ฉ Bull Case: XXXX% rev CAGR (32.5/28.5/26.5%) 12.5x multiple $XXXXX (21.21% CAGR) Attractive" @davey_juice on X 2025-07-14 06:19:22 UTC 4413 followers, 5909 engagements
"To put $net valuation into perspective look at the p/s of NET over the past X years. This is 70-110% higher than avg p/s its been since the Covid bubble popped. hadnt gone past low to mid 20s for over X years w low of XX. Now p/s lies at XX with the growth significantly slower" @davey_juice on X 2025-07-10 23:08:51 UTC 4413 followers, 1882 engagements
"Trimmed more $ttd at XXXXX for $rbrk 86.75" @davey_juice on X 2025-07-10 14:13:07 UTC 4413 followers, XXX engagements
"I fully sold out of $now earlier around XXX. Dont wanna take the valuation risk into er personally. Sure it does well but maybe its priced for perfection To me seems like it. Ill take my XX% gain in X year here and move on. This is now on my GARP Watchlist" @davey_juice on X 2025-07-17 19:51:27 UTC 4414 followers, XXX engagements
"I would genuinely need to see $axon at 400-450 to want to buy it. Nothing on any of my watch-lists looks even mildly attractive and a couple stocks I own are now bloated as well. So I will continue to concentrate within my portfolio in names I see highest r/r" @davey_juice on X 2025-07-15 01:23:36 UTC 4404 followers, 1059 engagements
"$DLO stocks been weak so Im using conservative assumptions. Both my bear and base case growth are well below consensus and my bear case exit multiple is rock bottom at 3x sales. Even with this returns look very attractive. Hard to miss. $XXXX Price Target by 5/2028" @davey_juice on X 2025-07-14 14:54:25 UTC 4413 followers, 8684 engagements
"Try watching this video and not getting bullish on $iot this may be the earliest inning saas company Im invested in-in terms of oppty in sector. I also dont see much competition after further ๐-the only fully integrated end to end co. 2nd inning" @davey_juice on X 2025-07-11 23:39:23 UTC 4414 followers, 4549 engagements
"Has $asml turned into a story stock as of recently Past X years: Getting destroyed by $QQQ $SMH $TSM Asml: +97% Qqq: +116% Smh: +264% (semi etf) TSM: +270% ASML only projected to grow revenue XXXX% TOTAL from 23-25 and then X% in XX & XX% in XX. Multiple isnt cheap either" @davey_juice on X 2025-07-17 15:37:56 UTC 4413 followers, XXX engagements
"Put all the money from $ttd into $rbrk at XXXXX. Now accounts for just over X% of port. XXXXX shares total looking for around 3-400 depending on how the upcoming quarters (fundamentals) and subsequent price action goes" @davey_juice on X 2025-07-14 22:03:16 UTC 4413 followers, 1351 engagements
"Doing a spaces later on software companies with @stee_fen and @Minnvestor around X PM ET $rbrk $iot $net $pltr $mndy $snow $crwd $now $zs $ddog" @davey_juice on X 2025-07-13 18:58:38 UTC 4413 followers, 1503 engagements
"$ddog was downgraded by Guggenheim analysts to Sell from Neutral citing concerns about the impact of OpenAI's shift away from the company. This is why the ๐ถ went down yesterday. What do you guys think-Fair or overblown fear" @davey_juice on X 2025-07-09 08:52:30 UTC 4404 followers, 2916 engagements
"I bought a lot more $glbe today than I anticipated which is all good with me. Now my $rbrk and $glbe positions are within a few 100$ of each other rounding out my top 9" @davey_juice on X 2025-07-15 16:56:10 UTC 4412 followers, XXX engagements
"๐ง XX% of ransomware attacks now involve data exfiltration Its not just encryption anymoreattackers are stealing sensitive data to increase their leverage. This creates regulatory legal & brand damage even after a backup restore. Why $rbrk is uniquely positioned:" @davey_juice on X 2025-07-16 05:57:18 UTC 4412 followers, XXX engagements
"Portfolio 7/10/25 Top 8=77.18% 18%: $crwd 15%: $zs XX% each: $snow $meli 10%: $ddog 8%: $net 6%: $nu 3%: $glbe Rest: 3%: $amd 2%: $dlo $rbrk $adyey $se $evvty $nvda 1%: $grab $alab $now Small: $iot $ttd Total: $558255.94 Sold: $cybr XX% profit (2 months)" @davey_juice on X 2025-07-10 22:19:28 UTC 4413 followers, 13.1K engagements
"๐ป to hoping market too bullish on $tsm and we get a XX% sell off. Not optimistic but itll make up for that Ive been trying to long this in size since 180& been failing like a mouth breather. This has been X of the most obvious stocks in the market- all Ive done is trade it 2x" @davey_juice on X 2025-07-17 01:29:04 UTC 4409 followers, XXX engagements
"I sold my high shares aka XX of the shares I bought later on in $net s ascension for only a XXX% gain cumulatively. The rest of my shares- my cost basis is 43$. One of my longest held holding maybe even my longest one" @davey_juice on X 2025-07-16 20:33:10 UTC 4413 followers, XXX engagements
"$SNOW 2030 Price Target = $XXX Assumptions: Q1 XX rev: $4.08B FY30 rev: $11.88B XXXXX% CAGR FY31 est. rev: $14.02B (+18%) XXX% dilution annually $158.5B Market Cap (EV + 1B$ cash) Exit multiple: 11.25x FY31 revenue (EV/NTM) From $XXX $XXX = XXXX% CAGR" @davey_juice on X 2025-07-17 00:27:02 UTC 4408 followers, XXX engagements
"$meli looks destined for a date with the XXX ema at 2306$ maybe sees some resistance at 2342$ (S2 Fib) but I think we dont get this close without at least testing the XXX ema (only X% below)" @davey_juice on X 2025-07-14 19:42:47 UTC 4413 followers, 1272 engagements
"Trimmed some $net at XXXXXX for $meli at 2391" @davey_juice on X 2025-07-14 17:29:24 UTC 4414 followers, 1011 engagements
"Imagine fomoing into the most overvalued large cap of all time at 340b and then telling other people about it. You couldnt get me to admit this if you had a gun to my head" @davey_juice on X 2025-07-11 03:53:07 UTC 4414 followers, XXX engagements
"New position: $iot Trimmed: $crwd 495-517 $net 182-197 $ttd 75-77 $evvty 80/81 Added to: $rbrk $se $meli $iot (new position)" @davey_juice on X 2025-07-10 22:22:48 UTC 4414 followers, XXX engagements
"Fully out of $tsm after er in mid 240s. Gonna wait on semi sell off to get back in if I miss more upside so be it" @davey_juice on X 2025-07-17 14:30:53 UTC 4413 followers, XXX engagements
"3-year $SNOW cases for 5/1/28 with conservative growth & exit multiples factoring GAAP margin headwinds through lower multiples and muted growth: ๐ฉBear (24/21/18.75% 11x) $XXX (+1.5% CAGR) ๐จBase (26/24/23.5% 15x) $XXX (+15%) ๐ฉBull (28/25.5/24.5% 19.5x) $XXX (+26.5%)" @davey_juice on X 2025-07-13 15:13:09 UTC 4407 followers, 2846 engagements
"$RBRK According to an Absolute Security survey of XXX U.S. CISOs as reported by ITPro on July XX 2025: XX% of organizations fully recovered within a day XX% took between one and seven days X% took longer than two weeks" @davey_juice on X 2025-07-16 05:29:20 UTC 4412 followers, XXX engagements
"$rbrk isnt just backup. It offers automated sensitive data discovery real-time anomaly detection & exfiltration forensics using metadata across an entire environment. RBRK identifies who accessed what when & what was exposed helping meet GDPR HIPAA & SEC disclosure rules" @davey_juice on X 2025-07-16 05:59:24 UTC 4412 followers, XXX engagements
"Small starter in $mndy at XXXXXX trimmed some more $net at XXXXXX for this purchase. Will only add more if it goes lower" @davey_juice on X 2025-07-11 19:25:37 UTC 4413 followers, 1767 engagements
"Ransomware is in a full-blown global explosion $rbrk is one of the few companies built specifically for this. Quick ๐งต First a wild stat: XX% of U.S. businesses reported a ransomware incident in the past year according to a July 2025 CISO survey by Absolute Security" @davey_juice on X 2025-07-16 05:22:14 UTC 4413 followers, 5822 engagements
"$iot cfo on durability of their growth ๐" @davey_juice on X 2025-07-15 15:56:51 UTC 4414 followers, XXX engagements
"$iot remains bearish under 40$. Know this. Under all emas. Next decent support I see is XXXX at S1 Classic S2 Fib" @davey_juice on X 2025-07-16 15:27:14 UTC 4414 followers, XXX engagements
"@GabGrowth Theyve already proven it no $tsm Revenue projected to grow XX% from 2023-2025 gross profit by 75%. $asml XXXX% revenue growth gp by 19%. The estimates moving forward get even more divergent. And its not just estimates. $asml has already reported 6/8 qrtrs in this timeframe" @davey_juice on X 2025-07-17 01:22:09 UTC 4408 followers, XXX engagements
"The X sw companies I added to have beaten estimates every single quarter since theyve been public $iot $mndy $rbrk" @davey_juice on X 2025-07-11 19:42:24 UTC 4413 followers, 1119 engagements
"Used some of the money to add $iot at XXXXX. But not much" @davey_juice on X 2025-07-11 13:50:32 UTC 4413 followers, XXX engagements
"Trimmed $net at XXX added to $meli at 2400- will show you why in following tweets" @davey_juice on X 2025-07-11 17:00:04 UTC 4404 followers, XXX engagements
"@WJ21331 @Rubenslashh Have you looked into $rbrk I feel like it would be right up your alley. More data than cyber I would say" @davey_juice on X 2025-07-14 20:03:35 UTC 4412 followers, XXX engagements
"$rbrk FCF expected to increase 1560% from 21.6m to 337m from 2024 to 2027" @davey_juice on X 2025-07-15 12:00:12 UTC 4412 followers, XXX engagements
"@SergeyCYW I own X of the top X on this list and Ive made some nice gains on the one I dont own in the top X last year. Although idk how you consider $docn a fintech company is that a typo I also feel like based on what you considered fintech you could have also included $grab / $glbe" @davey_juice on X 2025-07-08 13:49:29 UTC 4413 followers, XXX engagements
"While $ASML had initially suggested growth toward XX% for fiscal 2025 but trimmed expectations to XX% $tsm now expected to grow XX% from mid 20s. This one really isnt hard and $tsm was and is decently cheaper" @davey_juice on X 2025-07-17 13:19:52 UTC 4413 followers, XXX engagements
"With $alab as the levered high beta bet on the AI cycle being long/strong enough" @davey_juice on X 2025-07-17 11:17:36 UTC 4413 followers, XXX engagements
"asml doing worse (on multi year basis) than bearish cases expected and $tsm doing better than bullish case people expected. Not that hard here folks. Also $asml was a lot more expensive than $tsm prior to both their ers which made no sense" @davey_juice on X 2025-07-17 13:17:23 UTC 4413 followers, 2329 engagements
"$RBRK For anyone who missed it- here was my thread on new developments going on at RBRK after the recent quarter. I break it down as simply as possible so hopefully its easily understandable to all. Next thread on RBRK will be focused on diff parts" @davey_juice on X 2025-07-08 09:30:18 UTC 4413 followers, 1098 engagements
"@jablamsky However you wanna think about it. Tariff expectations now are pretty high. But just tweet whatever you are feeling that second. I dont care - just thought it was funny. I wanted to point it out. We live in a free country where you can say whatever you want" @davey_juice on X 2025-07-18 23:05:22 UTC 4413 followers, XX engagements
"$RBRK FedRamp Certificates: FedRAMP Moderate โ
competitors: Druva Veeam-federal StateRAMP Moderate โ
comp: Druva-state/local TX-RAMP Level X โ
comp:limited info-Texas state CJIS & FERPA โ
comp: Druva Veeam-crim justice/education data DoDIN APL โ
Comp: Druva" @davey_juice on X 2025-07-18 03:57:32 UTC 4413 followers, XXX engagements
"Ive concluded that I cannot justify owning any shares of $crwd or $net that are not protected by covered calls. I have X sets of covered calls on each so Ill hold XXX each and strategically continue to sell the rest into names I think have higher r/r . mostly looking at $rbrk" @davey_juice on X 2025-07-12 19:17:16 UTC 4413 followers, 2318 engagements
"I tried the same exercise with $net and couldnt get even to 180s in X years with much more aggressive assumptions (like 15x sales as base case)" @davey_juice on X 2025-07-11 18:24:58 UTC 4413 followers, XXX engagements
"@UnrivaledInvest You should do one of these I find only these X companies attractive $tsm $meli $iot $rbrk $dlo $glbe Def should at least check out rubrik as its a newer ipo and banger in the making" @davey_juice on X 2025-07-15 02:28:08 UTC 4413 followers, XXX engagements
"@LeadingReport I thought this was a joke. Why does this pedofile who raped young boys/men still have a platform. Some people dont deserve a second chance at being taken seriously on any level. He should be in prison" @davey_juice on X 2025-07-15 17:00:56 UTC 4395 followers, XX engagements
"Tried to tell you guys: why own other semis not named $tsm and $nvda been saying this for months maybe longer" @davey_juice on X 2025-07-17 11:16:27 UTC 4413 followers, 1012 engagements
"Possible reasons $rbrk down Insider& institutional selling Brown Advisory trimmed TODAY (only 4025 shares) CRO sold 25K shares CFO sold 3.5K shares Multiple directors have sold millions since IPO General Cyberm weakness in market & TA weakness Basically nothing" @davey_juice on X 2025-07-17 14:44:16 UTC 4414 followers, 1533 engagements
"Fintwit is obsessed with $spgi and $msci meanwhile $qqq is running laps on them on a X yr chart(50% vs116%). Must be cheap right Well no- both trade at 40x non gaap pe for mid-high single digit growth w minimal margin expansion over next few yrs. premium not deserved imo" @davey_juice on X 2025-07-18 19:53:37 UTC 4413 followers, XXX engagements
"$CRWD I will start selling again slowly above XXX more aggressively above 490/500. For now I wait. Im in no rush I only have 10-11 shares left to sell before I get down to my XXX not involved in covered calls" @davey_juice on X 2025-07-16 20:28:22 UTC 4413 followers, XXX engagements
"If current growth rates hold up: 2045 would see: X. SEA GDP at 50T X. USA GDP at 44T 2a. India GDP at 44T X. LatAm GDP at 35T X. EU GDP at 34T X. Africa GDP at 24T New world order coming. Companies like $glbe & $dlo should see massive benefits as well as COs operating locally" @davey_juice on X 2025-07-11 05:56:46 UTC 4413 followers, 6045 engagements
"โ
Why $rbrk is uniquely positioned: AI-driven data classification in every snapshot Anomaly detection to catch exfiltration attempts Forensic visibility into file access: what who when This enables security teams to: Identify stolen data instantly" @davey_juice on X 2025-07-16 06:13:20 UTC 4412 followers, XXX engagements
"$pltr Anyone who is still deeply invested in this name without taking out their original investment- you are the biggest greedy pigs ever I cant wait to see you slaughtered. This name is trading at 317B or 47.3x ev/revs and 58x ev/gp THREE YEARS OUT 80x ntm ev/rev 98x ev/gp ๐ท" @davey_juice on X 2025-07-07 15:23:07 UTC 4405 followers, 2839 engagements
"Trimmed 1/8 of my shares in $ttd at XXXXX for $rbrk in after hours. Now $rbrk is a larger position. My conviction is higher so I felt it necessary. Still small position just above 1%. As Ive said before Im exercising patience on accumulating. Trying to be tactical" @davey_juice on X 2025-07-08 23:49:37 UTC 4413 followers, 1191 engagements
"@BullishBytes777 @JustUrAvgStonk Btw heres what I found there is differentiation it just requires digging in. I ChatGPT prepare what it thinks are the strengths for $iot vs motive" @davey_juice on X 2025-07-10 22:34:48 UTC 4414 followers, XXX engagements
"Out of $mndy at XXX dont wanna get stuck here if sw draws down hard personally. I need more margin of safety. Somewhere in 200-250 range would be more attractive to me to underwrite competitive forces" @davey_juice on X 2025-07-14 13:43:47 UTC 4409 followers, XXX engagements
"So far $rbrk has been bouncing on the XX ema. As long as it stays above XX ema at 85ish remains bullish imo. If market sells off next support I see is XXXXX. Would be the XXX ema. Also classic and fib pivots at 80-82. Lots of support here techincally. Wouldnt mind if XX breaks" @davey_juice on X 2025-07-10 19:10:35 UTC 4413 followers, 1280 engagements
"Trimmed a few shares of $se at XXXXXX - just a few of the shares I picked up last week between 147.5-150. Still have a few more shares than I had going into last week (kept all shares from 143-147.5)- put some of the money into $meli" @davey_juice on X 2025-07-16 19:21:00 UTC 4413 followers, XXX engagements
"Best r/r I see now: $rbrk $meli $glbe $iot $dlo Honorable mentions: $tsm $alab (prefer on 10-15% sell offs) $se & $nu is attractive on a XX% dip. Attractive on 20-30% sell off: $se $ddog $zs $snow $adyen * $evo attractive ONLY if fundamentals flip in coming Qrtr/s* You" @davey_juice on X 2025-07-17 02:44:27 UTC 4413 followers, 3031 engagements
"I agree and dont think its close. $rbrk is nearing 1.4b run rate growing 30-40% this year trading at 10-11x 2026 revs with an improving margin profile" @davey_juice on X 2025-07-08 14:48:56 UTC 4413 followers, 2129 engagements
"I think I should also account for net take rates dropping which I think can drop by 5-15% per year. Might just end up using this and one valued by p/e where I assume different net take rates in each scenario. I think it makes sense to do it that way for $dlo my PT will drop" @davey_juice on X 2025-07-14 19:41:17 UTC 4413 followers, XXX engagements
"@jablamsky Its funny how in a few months you went from saying that this admin was setting your parents retirement back XX years to now seeing the market running for 2-3 years. Quite common here on fintwit to change sentiment so much on the same policies. Price action=sentiment here" @davey_juice on X 2025-07-18 22:47:07 UTC 4413 followers, XXX engagements
"$rbrk not in the top XX highest valuations in SaaS" @davey_juice on X 2025-07-18 21:17:48 UTC 4413 followers, XXX engagements
"Ive laid out X realistic scenarios for $meli included net cash no dilution. X year framework (post q1). Kept simple. Assumes 4-6x sales 20-30% growth. ๐ ๐ case= $5819 PT by end of 1h 2028 ๐ case= $4310 PT by end of 1h 2028 ๐ป case= $3051 PT by end of 1h 2028" @davey_juice on X 2025-07-11 17:40:17 UTC 4413 followers, 3116 engagements
"So far Ive analyzed valuations of $meli $zs $crwd $net Rankings so far: X. Attractive on mild assumptions: $meli X. Less attractive on mild assumptions w high exit multiple: $zs X. Unattractive even on high ests: $crwd X. Wtf ill be lucky to be even in X years: $net" @davey_juice on X 2025-07-12 16:00:50 UTC 4414 followers, 4427 engagements
"Trimmed $crwd at XXX for $rbrk at XXXXX right above XX Ema pre market" @davey_juice on X 2025-07-11 13:00:11 UTC 4413 followers, XXX engagements
"$RBRK Rubrik ranks #1 in next-12-month sales sentiment among SaaS AEs (4.41/5) per RepVue. Ahead of names like Gong Databricks Zscaler ServiceNow and CrowdStrike. Sample sizes vary but worth noting as a potential signal for GTM momentum" @davey_juice on X 2025-07-18 00:11:14 UTC 4413 followers, 2914 engagements
"Pushed my whole $cybr position at XXX. into $rbrk at XXXXX. In total in X months I profited a solid XX% from $cybr From here I just find $rbrk more attractive in basically every way" @davey_juice on X 2025-07-10 13:49:23 UTC 4413 followers, 1803 engagements
"I increased my $rbrk position by nearly XX% this AM in that nice sell off 83.3-84.7- Close to X% position now or XXXXX shares. Back above the XX day Ema. for now. Consolidation after such a massive move from ipo without a total collapse is fine with me. Or send it to XX ๐คทโ" @davey_juice on X 2025-07-17 15:47:17 UTC 4413 followers, XXX engagements
"Trimmed some $net at XXXXX for $meli at 2394" @davey_juice on X 2025-07-15 22:20:52 UTC 4414 followers, XXX engagements
"$DDOG 3-year outlook based on X year average p/s as exit mult ๐๐ถ ๐ฅ Bear: XX% growth XX sales $150/sh (+3.1% CAGR) ๐จ Base: XX% growth XX sales $210/sh (+15.3%) ๐ฉ Ultra Bull: XX% growth XXXX sales $291/sh (+28.5%) Dilution from 2.9%2.3%/yr + $2B net cash ๐ต" @davey_juice on X 2025-07-13 00:42:00 UTC 4413 followers, 7137 engagements
"$snap should sell to $meta or anyone and call it a day. Brutal" @davey_juice on X 2025-07-07 19:25:33 UTC 4404 followers, 1860 engagements
"The users $iot sell to are mostly antiquated-just getting started here. I need to learn more but this seems like XX yr durable growth potential. Expect them to maintain XX% growth till 2.5-3b rev or Im wrong. Seems like a similar play as $axon for diff industry w larger tam" @davey_juice on X 2025-07-11 23:43:44 UTC 4413 followers, XXX engagements
"$RBRK 2030 Price Target = $XXX Assumptions: Q1 XX rev: $278.48M FY30 rev: $3.72B XXXXX% CAGR FY31 est. rev: $4.39B (+18%) XXX% dilution annually $800M Net Cash $53.04B Exit multiple: 14.04x FY30 / 11.9x FY31 From $XXXXX $255= XXXXX% CAGR Thoughts" @davey_juice on X 2025-07-16 19:55:29 UTC 4412 followers, 2215 engagements
"Breaking news: Something is broken $crwd is down almost X% in X month- X% off highs warren buffet once said to be greedy when theres blood on the streets. Time to load up the truck on this generational company Warren will be proud if I do right" @davey_juice on X 2025-07-15 16:18:14 UTC 4414 followers, XXX engagements
"@Invesquotes If you are the market which biz would you give a higher multiple to which biz will grow more over this AI cycle Which one has grown more- $tsm is gonna grow revs 80ish% from 23-25 $asml only XX% divergence will continue. Keep telling yourself $asml deserves a higher mult" @davey_juice on X 2025-07-17 13:31:08 UTC 4413 followers, XXX engagements
"Ranking my 3-year targets by CAGR (from current prices) for X years from now but lets just say 5/1/2028: X. $RBRK +20.8% CAGR PT: $XXX X. $IOT +16.7% CAGR PT: $XXXXX X. $DDOG +15.1% CAGR PT: $XXX X. $MNDY +12.3% CAGR PT: $403" @davey_juice on X 2025-07-13 11:51:55 UTC 4413 followers, 1267 engagements
"$DLO From 38x p/s on first close to 2.71x 2025 ev/revenue today. Theres no way multiple compresses from here right" @davey_juice on X 2025-07-17 02:23:46 UTC 4413 followers, 1636 engagements
"Trimmed more $net at XXXXXX. Im out of most of my shares that arent assigned to covered calls. Just a bit more" @davey_juice on X 2025-07-16 13:38:46 UTC 4413 followers, XXX engagements
"My High Quality GARP Watchlist- I consider high quality that for me are prime for swing trading when the valuation is RIGHT ONLY. Ive traded many of these before. $ANET $ASML $AVGO $CPNG $DNOPY $FTNT $GTLB $INTU $ISRG $MNDY $MPWR $MSFT $PANW $PCOR $TTD $UBER $VEEV $WDAY" @davey_juice on X 2025-07-17 00:58:50 UTC 4413 followers, 2817 engagements
"I now hold XX stocks-for the first time in a while Im under XX stocks. Only stock I really wanna add that I dont currently own is $tsm but gonna wait for some semi blood to buy it again likely" @davey_juice on X 2025-07-10 14:51:39 UTC 4413 followers, 2122 engagements
"$adyen LinkedIn announcement on stable coins" @davey_juice on X 2025-07-10 17:48:56 UTC 4409 followers, XXX engagements
"@GabGrowth $meli is wild to me as well. No ai super cycle weve lapped Covid a long time ago and they are still growing XXX% in X years. 41.3B estimates for 2027" @davey_juice on X 2025-07-19 02:20:34 UTC 4413 followers, XXX engagements
"$NET I sold all the shares that are not involved with covered calls. I will sit with my XXX shares and try and make more money via premiums in the mean time while trying to hold onto my shares and or sell for a lot higher price" @davey_juice on X 2025-07-16 20:06:35 UTC 4413 followers, 1759 engagements
"30% of companies hit multiple times suffered 3+ ransomware attacks- 2023 Cybereason survey. XX% of orgs reported being hit 10+ times in 2-year period- 2024 Halcyon report. XX% of healthcare providers faced ransomware attacks 3+ times in the last X yrs- 2023 HIPAA Journal" @davey_juice on X 2025-07-16 06:20:36 UTC 4414 followers, XXX engagements
"Just made an interesting move. Havent bought this stock since April 7th. I trimmed some $crwd at XXXXX and saw no better place to place my money than in $meli at 2487 at XXX ev/gp. I think $meli is attractive under 10x meanwhile $crwd is 32x and growing slower. No brainer" @davey_juice on X 2025-07-09 19:26:24 UTC 4414 followers, 2125 engagements
"Trimmed some $crwd at XXXXXX for $meli at 2381" @davey_juice on X 2025-07-10 13:56:05 UTC 4414 followers, XXX engagements
"While I think my exit mults for $zs $crwd $net are high for this exercise Im valuing off past X years of data to try & strip my biases. This goes against $meli btw Price targets & CAGRs for 5/1/28 X. MELI- $4393 +22.3% X. ZS- $XXX +14% X. CRWD- $XXX +5.7% X. NET- $XXX +1.3%" @davey_juice on X 2025-07-12 17:10:20 UTC 4414 followers, 7529 engagements
"@wolfofharcourt They are too slow. $tsm has moved astronomically faster. Same with $nvda I dont understand how management is taking this long to be able to ramp to customer demand. Its been years now of ai talk. They seem to be behind the ball on execution" @davey_juice on X 2025-07-18 00:05:59 UTC 4409 followers, XXX engagements
"Ransomware threats quadrupled in a year (2024) Barracudas Managed XDR data shows that ransomware threats increased 4x during 2024evidence of an accelerating cybercrime outbreak that drives natural demand for cyber-resilient backup solutions as companies are under-invested" @davey_juice on X 2025-07-16 05:49:01 UTC 4413 followers, XXX engagements
"@RedCoatChicago I hear you I also like $dlo $rbrk $iot (bearish chart as well) and $glbe atm.if $tsm / $alab $nvda ever hit their XX Ema I would love to buy" @davey_juice on X 2025-07-17 20:13:21 UTC 4414 followers, XXX engagements
"Is the local bottom for $rbrk (pre earnings low)" @davey_juice on X 2025-07-16 16:07:42 UTC 4412 followers, 1543 engagements
"$rbrk CTO in a event interview from X weeks ago. First time I heard him speak this long. Good stuff" @davey_juice on X 2025-07-16 02:44:31 UTC 4412 followers, 1032 engagements
"$RBRK going to war with that XX Ema fighting hard to stay above. Healthy consolidation on the XX. Hope this breaks tbh as bunch of support in low 80s/high 70s (where the XXX Ema and other support lies at 78.7). You also have classic s1 @ XXXX & Fib S2 at 81" @davey_juice on X 2025-07-14 15:51:50 UTC 4413 followers, 1928 engagements
"$rbrk still a small position for me at XXX% Trying to push it towards 5-10% if market conditions allow for it. Not going to force it" @davey_juice on X 2025-07-09 18:32:48 UTC 4413 followers, XXX engagements
"Okay I lied ๐ Sold some $crwd at XXXXX for $rbrk at XXXXX and. A new position of XX shares on $iot at XXXXX. Had no idea this stock was priced pretty well. Will only add if it goes lower" @davey_juice on X 2025-07-10 15:21:26 UTC 4413 followers, 2614 engagements
"$IOT valuation 1q 2028 (dilution/net cash included) ๐ฅ Bear: XX% rev growth 11x sales $XXXXX (+5.0%/yr) ๐จ Base: XX% 15x $XXXXX (+19.5%/yr) ๐ฉ Ultra Bull: XX% 19.5x $XXXXX (+29.2%/yr) Pretty big upside in both base case and ultra bull" @davey_juice on X 2025-07-13 02:14:53 UTC 4413 followers, 4382 engagements
"$RBRK 3-year price targets based on ptntl scenarios ๐๐ ๐ฅ Bear: XX% growth 11x sales $100/sh (+5.7% CAGR) ๐จ Base: XX% growth 14x sales $142/sh (+18.8%) ๐ฉ Bull: XX% growth 17.5x sales $205/sh (+32.0%) All include dilution varying from 2.53.5% + $500M net cash" @davey_juice on X 2025-07-13 01:44:27 UTC 4413 followers, 9142 engagements
"Now that Im home will be focused on continuing to deep dive $nu $dlo and $rbrk Ive already shared a lot mainly on $nu ( $glbe ) Which one should I start with Ill link some of the threads I put on $nu below for anyone who missed it" @davey_juice on X 2025-07-08 03:59:44 UTC 4407 followers, 1289 engagements
"$rbrk won the battle with the XX now back in 87s. Could easily be more XX ema encounters before a bigger pop (catalyst either way would be er). But so far its bullish that we are back above the XX. I ๐ basic technical analysis but keep it super simple when adding" @davey_juice on X 2025-07-15 16:43:11 UTC 4412 followers, XXX engagements
"At this point Im running low on patience for $evvty $evo - will likely sell some if the pop is decent enough today. Insane thesis creep here. I dont like to hold turn around stories. I didnt buy it as one but I also thought it stupid to sell for too low of a price. Will lyk" @davey_juice on X 2025-07-17 11:28:14 UTC 4413 followers, 2027 engagements
"$se is bouncing very hard off its XX Ema very bullish how it consolidated for a few days and bounced off the XX Ema. Earnings likely will be the deciding factor as always technicals is really only helpful between ERs imo" @davey_juice on X 2025-07-16 16:02:28 UTC 4406 followers, XXX engagements
"May 2028 price targets (based on reasonable inputs): ๐ฏ $DLO $XXXXX XXXX% CAGR ๐ฏ $GLBE $XXXXX XXXX% CAGR ๐ฏ $SNOW $XXX XXXX% CAGR ๐ฏ $NOW $1174 XXX% CAGR" @davey_juice on X 2025-07-14 15:08:35 UTC 4409 followers, 1199 engagements
"Inflation= too high for rate cuts. Give me sub X% or leave rates alone. Were gonna get destroyed by inflation when they lower rates- we have to protect our purchasing power as much as possible. GDP growth being a few bps higher= not worth it for a few 1000 bps more inflation" @davey_juice on X 2025-07-16 13:06:36 UTC 4404 followers, XXX engagements
"@RahulSetty_ Not interested in a company who I dont like their management and has failed time and time again. 8-10% annual revenue growth expected I wouldnt bank on much more and their ebit is all sbc. I wouldnt touch that personally. Wish you best of luck if you are long" @davey_juice on X 2025-07-16 01:01:49 UTC 4405 followers, XXX engagements
"CTO/CIOs see $rbrk as the cheaper alternative to not being protected: ๐ธ Average recovery cost for a ransomware attackincluding downtime incident response negotiations & remediationwas $4.5M -The Absolute Security survey of XXX U.S. CISOs (7/2025)" @davey_juice on X 2025-07-16 05:25:45 UTC 4412 followers, XXX engagements
"@jablamsky So you think the Trump Admin blows something up but you also expect QQQ S&P SMH to run for next 2-3 years but you also think your parents retirement will be set back in a XX year setback. Got it. Maybe its better to acknowledge predicting short term is hard/not worth it" @davey_juice on X 2025-07-18 22:57:38 UTC 4414 followers, XX engagements
"Added more $rbrk at XXXXX finally a washout day" @davey_juice on X 2025-07-17 14:27:10 UTC 4412 followers, XXX engagements
"Felt I was overly bullish on $iot after looking back so I added a 4th scenario- what would happen if they beat estimates by 1000 bp/year growing revenue at XXXX% cagr with exit multiple of 12.75x both closer to my bear case- to water down my PT. Results- $56.5$ (14.6% CAGR)" @davey_juice on X 2025-07-13 11:21:06 UTC 4413 followers, XXX engagements
"Trimmed $evvty at XXXXX also trimmed $grab XXXX and added to $rbrk at 84.77$" @davey_juice on X 2025-07-17 14:00:04 UTC 4412 followers, XXX engagements
"@iramneek India should probably leave brics and have some decent companies on nasdaq if they want to gain actual investor $$$" @davey_juice on X 2025-07-18 12:49:27 UTC 4413 followers, XXX engagements
"1 year after travel meltdown Delta- $CRWD dispute far from over Delta says those few days cost it more than $500M.Delta CEO said they had to manually touch/reboot 40000 servers to recover & was hit hardest because it was more dependent on $CRWD $MSFT" @davey_juice on X 2025-07-19 15:01:59 UTC 4413 followers, XXX engagements
"@TalentNotHaver Estimates show only 2025 as a big year. Looks like they expect drop off to 15-16% XX & XX and we know how cyclical that stock is. I wouldnt trust it as much as $nvda / $tsm because you have to time the cycle very hard with that one" @davey_juice on X 2025-07-17 15:53:49 UTC 4404 followers, XX engagements
"The exact cagr here for $rbrk is XXXXX% I calculated it wrong" @davey_juice on X 2025-07-17 00:27:53 UTC 4412 followers, XXX engagements
"John Chambers called that $rbrk would be one of the hot stocks of the next decade. X years ago ๐" @davey_juice on X 2025-07-16 02:24:08 UTC 4412 followers, 1584 engagements
"$cybr is very illiquid-was trying to sell my entire position in after hours into $rbrk as $rbrk is more attractive cheaper & has better growth prospects in a better part of cyber. Ill have to wait till the morning. Also $cybr growth is skewed due to X big m&a deals digesting now" @davey_juice on X 2025-07-09 23:31:37 UTC 4413 followers, 1076 engagements
"@samsolid57 Resorting to kind of pumping penny stocks now I see" @davey_juice on X 2025-07-16 23:10:46 UTC 4413 followers, XXX engagements
"I created X lists with the fastest XX SW cos at 275-290m$/q scale since 2015 that are still relevant today. One= ZIRP era list which growth= much higher for due to the times. 2nd = post zirp list for cos who hit this scale more recently. $rbrk $net $iot $zs $snow $crwd $ddog" @davey_juice on X 2025-07-11 15:09:43 UTC 4413 followers, 2936 engagements
"@cosmo_onchain Its coming from other inflated names. Its not new money- I wouldnt be placing new money into $meli here personally" @davey_juice on X 2025-07-17 20:09:54 UTC 4413 followers, XXX engagements
"$CRWD 2030 EOY Price Target & Assumptions: TTM revenue (Q2 24Q1 25): $4.13B 2030 revenue: $12.93B (22% CAGR) 2031 revenue (+18%): $15.25B EV/Sales multiple (2031): 16x XXX% annual dilution EV (2031): $245B ($1B Cash) Price target= $745/share Price CAGR 8.5%" @davey_juice on X 2025-07-16 22:45:25 UTC 4413 followers, 1003 engagements
"Cumulative revenue growth estimates for the X years from 2025 to 2027. My LT investable universe for growth ideas I own all but the starred ones (16/23) 1/2 X $ALAB XXX% X $NVDA XXXXX X $RBRK XXXXX X $NU XXXXX X $DLO XXXXX X $NET XXX X $GLBE XXXX X $MELI XXXX X. $SNOW 91.7" @davey_juice on X 2025-07-19 01:30:21 UTC 4413 followers, 6911 engagements
"$rbrk ceo We have the data and the data security and this is a Non-consensus idea that Rubrik is the next generation data lake because we have all the applications data in X place with the data security. He then says he is in the business of making non consensus consensus๐ฅ" @davey_juice on X 2025-07-11 07:28:40 UTC 4413 followers, 1953 engagements
"This is the first poll Ive done where it was split 50/50. Ill have to run it again at end of week. $rbrk" @davey_juice on X 2025-07-17 16:27:34 UTC 4413 followers, XXX engagements
"@jablamsky Completely mis-interpreted my tweet. I criticised those travelling with babies not children. And those not visiting elder relatives- everyone else. And I stand by it. When the market goes down Im sure youll call for the biggest bear market youve ever seen" @davey_juice on X 2025-07-18 23:10:49 UTC 4413 followers, XX engagements