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Shanky posts on X about $rbrk, $zeta, $panw, $gtlb the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% stocks XXXXX% technology brands XXXX% finance XXXX%
Social topic influence $rbrk 14.29%, $zeta #28, $panw 5.71%, $gtlb 5.71%, msft 2.86%, $goog 2.86%, $msft 2.86%, $76share 2.86%, $40share 2.86%, $34share XXXX%
Top accounts mentioned or mentioned by @claudemonet01 @borsacipowell @contrariandesk @serwalt
Top assets mentioned Rubrik, Inc. (RBRK) ZetaChain (ZETA) Palo Alto Networks Inc (PANW) GitLab Inc. Class A Common Stock (GTLB) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) OneStream, Inc. Class A Common Stock (OS) monday.com Ltd. Ordinary Shares (MNDY) Okta Inc (OKTA) Commault Systems, Inc. (CVLT) Snowflake, Inc. (SNOW)
Top posts by engagements in the last XX hours
"@claudemonet01 @borsacipowell @Ser_WaLT @contrariandesk I wouldn't put it past $S to do so. Do I want it to happen No but. S1's growth is slowing faster than most anticipated and it would be a good opportunity for $PANW to insert S1's product expansion aspect of their land and expand strategy into PANW's existing customer base" @shankky_ on X 2025-07-21 18:48:17 UTC XX followers, XXX engagements
"$GTLB I'm confident the revenue CAGR will sustain 20%+ through 2028 (strong NRR). I don't work in SaaS but my large co. switched from GitHub to GitLab. The main reason is migration from $MSFT to $GOOG w/ GTLB a better platform for large enterprises Good r/r. Technicals too" @shankky_ on X 2025-07-14 03:54:33 UTC XX followers, 2621 engagements
"I would like to see $RBRK come down in price just a little more. Down to the 100dma. I would like to pay $76/share if we get a small correction this month" @shankky_ on X 2025-07-17 22:08:15 UTC XX followers, XXX engagements
"$S SentinelOne getting some attention today. I've been talking about this one for a while. Good cyber company with a compressed valuation growing 20%+ YoY. PT remains $40/share over the next 1-3 years" @shankky_ on X 2025-07-21 13:51:31 UTC XX followers, XXX engagements
"$S SentinelOne🟪 S1 operates from its greatest position of strength in its history while trading at its lowest valuation ever. Multi-product platform XX% revenue CAGR FCF positive large TAM AI tailwinds. SBC is the main negative for me but it has been decelerating.✅" @shankky_ on X 2025-07-15 01:20:29 UTC XX followers, XXX engagements
"$ZETA Global appears to have added another large holding company to its books since the last quarter. In the Q1 ER call they stated that they closed X of their largest deals in recent weeks. Notice the change from their ER commentary to the website landing page today" @shankky_ on X 2025-07-22 19:27:12 UTC XX followers, 1359 engagements
"$ZETA Global is hosting Zeta Live 2025 on October 9th with Tom Brady giving a keynote. ⚪🔵🟠lol" @shankky_ on X 2025-07-23 03:26:30 UTC XX followers, XXX engagements
"$RBRK I need more insight into how rev scales based on consumption. SBR is XX% of total revenue but is the XXX% NRR mostly achieved through cross-selling new products or scaling existing product coverage of a customer's dataset I.e. as data grows so does Rubrik's coverage" @shankky_ on X 2025-07-13 21:24:32 UTC XX followers, XXX engagements
"1.) $ZETA Zeta Global is an exciting company making the rounds on FinTwit (which isn't always a bad thing). My 2028 PT = $42/share (based on management's $340M FCF guidance for 2028) 💸 Intrinsic value = $34/share 💸 Comparing the company to my framework for investing" @shankky_ on X 2025-07-04 18:15:05 UTC XX followers, 4146 engagements
"Eyeing $RBRK $GTLB $OS $MNDY and $GOOGL. Need to do more research and wait for the market to take a breather. DCA'ing into $VOO (always) and being strategic about going heavy into another individual position. The market is greedy rn. Portfolio is XX% cash rn" @shankky_ on X 2025-07-14 19:59:13 UTC XX followers, XXX engagements
"How do you see the sustainability of $RBRK's revenue growth I am listening/reading about their role in cyber resilience which looks like an emerging sector of cyber as well as Rubrik's product which I find to be more recommended due to its premier cloud data integrations" @shankky_ on X 2025-07-11 16:41:54 UTC XX followers, XXX engagements
"$OKTA is at the same share price it was during the April crash. I'd be interested in accumulating around $80/share for a 1-3 year SWING ONLY*. Just turned profitable last year. Expenses have flattened too. Operating leverage is kicking in now with AI agent tailwinds" @shankky_ on X 2025-07-16 16:27:03 UTC XX followers, 1194 engagements
"Not that one should use AI for investment advice but I have asked a few models to compare $RBRK $CVLT and Veeam unbiasedly. Pretty similar so what else is everyone seeing besides the quality organic growth. What/where is the real product differentiation Financials are good✅" @shankky_ on X 2025-07-11 16:41:54 UTC XX followers, XXX engagements
"I like this setup a lot into earnings. $S SentinelOne" @shankky_ on X 2025-07-18 16:40:01 UTC XX followers, 1342 engagements
"I'm not in SaaS so I'm trying to understand how some of these revenue models work especially in cybersecurity. $RBRK reminds me of $SNOW with how they can scale (if my understanding is correct)" @shankky_ on X 2025-07-13 21:24:32 UTC XX followers, XXX engagements
"They're taking her away from us ðŸ˜ðŸ˜… $S $PANW" @shankky_ on X 2025-07-21 18:42:02 UTC XX followers, XXX engagements