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"Every insight from @L797J feels like a masterclass in timing. $PANW $FTNT $SPLK $ESTC $VEEV $MDB $DDOGX $PATH $AI $PLTR $COUP $ZEN $NEWR $DOCN $BILL $APPF $ALTR $PD $VRNS $TENB"
X Link @violletflower 2025-10-10T16:13Z XX followers, XX engagements
"$CFLT IS UP XX% OVERNIGHT AFTER RECEIVING ACQUISITION INTEREST AND IS NOW EXPLORING A SALE PER REUTERS This is a familiar playbook for small to mid-cap software names with strong growth. Weve seen it before with $HCP bought by $IBM $SPLK taken out and $NEWR acquired by private equity. Id expect any deal here to carry a premium north of $25-30 per share"
X Link @samsolid57 2025-10-08T02:47Z 28.9K followers, 16.2K engagements