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# ![@BigBullCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::28489821.png) @BigBullCap Kaushik

Several tech companies have made significant announcements, including Datadog ($ddog) unveiling AI agents to resolve application issues and expand security capabilities. Other companies, such as Oracle ($orcl) and Meta ($meta), have reported positive results, with Oracle's Q4 results beating consensus and Meta's ad rollout in WhatsApp expected to generate significant revenue. Additionally, companies like Tutan ($ttan) and Shopify ($shop) have seen their stock prices react positively to recent news and results.

### Engagements: XXXXXX [#](/creator/twitter::28489821/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28489821/c:line/m:interactions.svg)

- X Week XXXXXXX +27%
- X Month XXXXXXXXX +81%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::28489821/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28489821/c:line/m:posts_active.svg)

- X Week XXX +26%
- X Month XXX +79%
- X Months XXX -XX%
- X Year XXXXX -XXXX%

### Followers: XXXXXXX [#](/creator/twitter::28489821/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28489821/c:line/m:followers.svg)

- X Week XXXXXXX +0.53%
- X Month XXXXXXX +1.10%
- X Months XXXXXXX +4.60%
- X Year XXXXXXX +12%

### CreatorRank: XXXXXXX [#](/creator/twitter::28489821/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28489821/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::28489821/influence)
---

**Social category influence**
[stocks](/list/stocks)  #2425 [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX% [social networks](/list/social-networks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [vc firms](/list/vc-firms)  XXXX% [exchanges](/list/exchanges)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$googl](/topic/$googl) #233, [googl](/topic/googl) #11, [amzn](/topic/amzn) #295, [eps](/topic/eps) #51, [$amzn](/topic/$amzn) #42, [$oscr](/topic/$oscr) 2.28%, [$now](/topic/$now) #5, [oscr](/topic/oscr) 1.83%, [cnbc](/topic/cnbc) #70, [youtube](/topic/youtube) XXXX%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@sergeycyw](/creator/undefined) [@itsamekaaay](/creator/undefined) [@grok](/creator/undefined) [@jbulltard1](/creator/undefined) [@mukund](/creator/undefined) [@pbmech](/creator/undefined) [@firedupwealth](/creator/undefined) [@don7spy](/creator/undefined) [@racetomillions](/creator/undefined) [@bluemoontrades](/creator/undefined) [@pharmdca](/creator/undefined) [@beststockideas](/creator/undefined) [@yankeecandle25](/creator/undefined) [@kimchi_trades](/creator/undefined) [@r_and_invest](/creator/undefined) [@alerts_bullish](/creator/undefined) [@rhyconomist](/creator/undefined) [@sandmansays](/creator/undefined) [@growthstockpick](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Now Coin (NOW)](/topic/$now) [Trade Desk, Inc. (TTD)](/topic/$ttd) [ServiceNow Inc (NOW)](/topic/servicenow) [Microsoft Corp. (MSFT)](/topic/$msft) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [MP Materials Corp. (MP)](/topic/$mp) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Open Custody Protocol (OPEN)](/topic/$open) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Morgan Stanley (MS)](/topic/morgan-stanley) [Oracle Corporation (ORCL)](/topic/$orcl) [Datadog Inc (DDOG)](/topic/$ddog) [Goldman Sachs (GS)](/topic/goldman-sachs) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [UNIPOLY (UNP)](/topic/$unp) [Union Pacific Corporation (UNP)](/topic/union-pacific) [Reddit, Inc. (RDDT)](/topic/$rddt) [Metadium (META)](/topic/$meta) [Palo Alto Networks Inc (PANW)](/topic/$panw) [UnitedHealth Group (UNH)](/topic/$unh) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Duke Energy Corp (DUK)](/topic/$duk) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Intel Corporation (INTC)](/topic/$intc) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Block, Inc. (XYZ)](/topic/$xyz) [Expedia Group Inc (EXPE)](/topic/$expe)
### Top Social Posts [#](/creator/twitter::28489821/posts)
---
Top posts by engagements in the last XX hours

"$NSC $UNP Norfolk Southern and Union Pacific confirm merger talks"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948369068135772416) 2025-07-24 13:05:59 UTC 102.3K followers, 5152 engagements


"$OSCR Raymond James Downgrades to Market Perform"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1937485294955299140) 2025-06-24 12:17:45 UTC 102.3K followers, 12.5K engagements


"$RDDT Needham We raise our estimates and PT to $XXX for RDDT owing to: - 1Q25 results were well above consensus and our channel checks indicate that this strength has continued into 2Q25; - RDDT's DAU trends are strong - Ad monetization is growing driven by direct-response ads; - RDDT's ad mix is pivoting toward full funnel advertisers; - New products such as Reddit Search and Reddit Answers should drive better discovery and longer engagement times (our view); - Strong FCF growth and margin expansion; - AI-driven language translations should accelerate RDDT's Int'l DAU growth; - The bear case"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947998749592105149) 2025-07-23 12:34:28 UTC 102.3K followers, 7691 engagements


"$OSCR Wells Fargo Downgrades to Underweight PT to $XX from $16"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943657675033555417) 2025-07-11 13:04:35 UTC 102.3K followers, 16.8K engagements


"$META HIRES THREE $GOOGL AI RESEARCHERS: INFORMATION"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947751054013305327) 2025-07-22 20:10:13 UTC 102.3K followers, 31.3K engagements


"OpenAI will use $XX billion fundraise to develop data centers new projects - The Information - OpenAI is looking to raise roughly $40B this year. - Peter Thiels Founders Fund and Dragoneer Investment Group have committed to investing more than $X billion each in the second $XX billion installment of the round. - The company has reportedly spoken to many other potential investors including Saudi Arabia's PIF"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948118045903479191) 2025-07-23 20:28:31 UTC 102.3K followers, 6182 engagements


"$ASML best positioned for 2026 in the Semicap pack: New Street Research Upgrades to Buy"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948369474668970269) 2025-07-24 13:07:36 UTC 102.3K followers, 11.8K engagements


"Is there any $PANW eyeing $S chatter going on $S up XX% now"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947362209602146307) 2025-07-21 18:25:05 UTC 102.3K followers, 19.1K engagements


"$UNH this one will reverse hard imo. Patience is required though"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947324624041287698) 2025-07-21 15:55:44 UTC 102.3K followers, 38.4K engagements


"STIFEL on $TTD We would also own TTD into the print and expect upside to 2Q numbers and a slightly better guide. Agency commentary around Kokai adoption and support was largely positive and commentary around threats from Amazon's DSP were minimal (advertisers more focused on take rate net of total media not just tech fees and it's unlikely many nonendemic AMZN brands will look to switch). PT $95"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947640156464554385) 2025-07-22 12:49:33 UTC 102.3K followers, 5983 engagements


"$MP prices $XXX million stock offering at $XX per share"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945823138232631807) 2025-07-17 12:29:22 UTC 102.3K followers, 7342 engagements


"$GOOGL Q2 EPS $XXXX $XXXX Est Revenue $96.43B $93.9B Est"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948111996173549928) 2025-07-23 20:04:28 UTC 102.3K followers, 19.1K engagements


"Goldman's Monthly Update to US Conviction List We add Duke Energy Huntington Ingalls and Kontoor Brands to the US Conviction List while removing Cloudflare Snowflake and Woodward"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1940019214716383322) 2025-07-01 12:06:39 UTC 102.3K followers, 18K engagements


"$GOOGL - PT Raised to $XXX at Stifel - We are tactically positive on the GOOG setup - Raymond James - Edgewater - Very Positive on Alphabet As Search Remains 'Solid' - Search remains on solid footing still no indication of AI hurting paid clicks accelerating feedback for both YouTube and GCP AI in 2Q"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947629736232161380) 2025-07-22 12:08:08 UTC 102.3K followers, 20.3K engagements


"BofA highlights $NOW a AI winner within the $XX billion IT and custom applications market BofA projects XXXX% YoY cRPO growth for Q2 with a potential XXX% upside based on channel feedback Total revenue estimates for 2025 stand at $XXXXX billion with subscription revenue at $XXXXX billion and free cash flow at $XXXX billion. Earnings per share are forecast at $XXXXX with a XXXX% return on equity and operating margins of 31.4%"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947285468468376032) 2025-07-21 13:20:09 UTC 102.3K followers, 14.1K engagements


"$OPEN just for curiosity I looked at this 1000 bagger that is getting pumped. How did they do last Q Q1 Revenue $1.2B $1.07B Est Net loss $(85) million versus $(109) million in 1Q24 and $(113) million in 4Q24 GUIDANCE: Q2 2025 revenue $1.45-1.525B $1.453B Est 2Q25 Contribution Profit1 guidance of $XX million to $XX million 2Q25 Adjusted EBITDA guidance of $XX million to $XX million Q2 Earnings Aug 5th. On June 6th Opendoor Technologies Seeks Approval for Potential Reverse Split at Ratio Ranging From 1-for-10 to X for-50"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945657067710386581) 2025-07-17 01:29:28 UTC 102.3K followers, 26.6K engagements


"BofA on $GTLB Yesterday DevSecOps platform vendor GitLab announced Agent Platform its strategy to inject agentic capabilities across developer workflows is now in public beta. This is an important announcement because we believe getting Agent Platform in production and generating revenue is becoming one of the key investment narratives. We believe Agent Platform has potential to become a meaningful growth driver. Going to public beta from private beta is the last step before becoming generally available to all. We anticipate Agent Platform to go live later this calendar year or early 2026."  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1946220289744101870) 2025-07-18 14:47:30 UTC 102.3K followers, 14.2K engagements


"$CMG - BWG Global is less positive on CMG following channel-checks adjusting their read to "Mixed" - The less bullish outlook is attributed to macro pressures as sales plan transactions and ticket trends weakened in Q2"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1942213254639677712) 2025-07-07 13:24:59 UTC 102.3K followers, 7910 engagements


"$GOOGL Wins $XXX Billion Multiyear Cloud Deal From Servicenow $NOW - Bloomberg"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948475621232754853) 2025-07-24 20:09:23 UTC 102.3K followers, 27.5K engagements


"$GOOGL Several positives in the quarter - BofA into ER 7/23 2Q positives could include; 1) Commentary suggesting ad spend has accel. since April 2) Strong search results suggesting AI integration aiding monetization (lowering rev. reset risk) 3) YouTube beat on easy y/y comps and 4) Cloud strength from added capacity & Workspace AI integration. A key metric for Search sentiment will be paid click growth. Checks suggest click volumes may have decelerated slightly but Search monetization remains strong. Given Leap Year comp in 1Q25 we expect stable X% y/y paid click growth in 2Q. Other areas of"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1946615307482849588) 2025-07-19 16:57:10 UTC 102.3K followers, 22.1K engagements


"$INTC Q2 EPS ($0.10) $XXXX Est Revenue $12.9B $11.95B Est GUIDANCE: Intel sees Q3 2025 revenue of $12.6-13.6B $12.64B Est"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948474453731803191) 2025-07-24 20:04:45 UTC 102.3K followers, 6729 engagements


"$MNDY $RBRK should be long term stocks to own"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947316999937196230) 2025-07-21 15:25:26 UTC 102.3K followers, 11.6K engagements


"$NET PT Raised to $XXX at Wells Fargo ER 7/31 We are expecting a solid beat-and-raise quarter on the heels of large deals and ramping demand for DDoS protection. We continue to believe Cloudflare has one of the most durable growth profiles in all of software capable of sustaining high-20s/low-30s revenue growth at scale for the next few years. Our checks remained strong and we noted strong large deal activity including XX seven-figure deals and X deals in the $10-15MM range. Given the current valuation mgmt. will not be able to get away with another beat and blame macro uncertainty for the"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947283543178268751) 2025-07-21 13:12:30 UTC 102.3K followers, 6875 engagements


"$AMZN PIPER - Raising AWS estimates on stronger CIO survey data. We've also raised out-year gross margins to reflect greater benefit from robotics & services mix shift. Prime Day now 2x longer should be +ve. Reiterate OW PT to $250"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943672377033814284) 2025-07-11 14:03:01 UTC 102.3K followers, 13.4K engagements


"$GAN Q1 EPS ($0.11) vs est. ($0.02) Revenue $27.8mn vs est. $24.81mn Guidance: FY2021 revenue $103-108mn vs est. $102.24mn"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1394389490848833536) 2021-05-17 20:28:55 UTC 102.3K followers, XX engagements


"$GOOGL PT Raised to $XXX at Morgan Stanley We have written about our bullish view on GOOGLs accelerating pace of innovation productization and improving disclosure in How is META TikTok Disruption an Analog for GOOG vs GPT We also detailed why we dont expect the search debate to be fully resolved in 2H:25. So looking into 2Q and 2H we are focused on 1) Profitable search growth and revisions with the key being whether GOOGL makes the market feel confident in a path to $10+ of XX EPS and 2) More disclosure on incremental GenAI-enabled engagement and monetization (AI Overview updates AI Mode"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947268205355155967) 2025-07-21 12:11:33 UTC 102.3K followers, 19.3K engagements


"$UBER PT Raised to $XXX at Bernstein Stable is good. As we noted after the Q1 print continued stability in Mobility and Delivery trends at UBER would be largely positive. Q2 data points are supportive travel may have bottomed and FX is less of a headwind looking forward. In Mobility we suspect XX% FxN Gross Bookings growth is the bogey which looks achievable and we think it can hold at XX% for Q3 which should drive modest upside to Street numbers. Theres ongoing debate around the ceiling to numbers at UBER. Considering the reinvestment mandate we see more upside to out-year estimates (2026"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947284176446869746) 2025-07-21 13:15:01 UTC 102.3K followers, 8455 engagements


"@jimcramer Forget Jensen I love your new pick PARC to the moon"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945113485014135294) 2025-07-15 13:29:27 UTC 102.3K followers, 3199 engagements


"$ORCL trading at mid 50s Forward PE is getting crazier"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945874189619204147) 2025-07-17 15:52:14 UTC 102.3K followers, 17.2K engagements


"$NVDA PT Raised to $XXX at Citi - AI Infra 2028 TAM $563B"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1942397559340937611) 2025-07-08 01:37:20 UTC 102.3K followers, 22.3K engagements


"So $DDOG $TTD and now $XYZ from this list. Next"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1946329095647678802) 2025-07-18 21:59:52 UTC 102.3K followers, 21.6K engagements


"$S Palo Alto said to have indicated not interested in acquiring Sentinel One"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947366963099144491) 2025-07-21 18:43:58 UTC 102.3K followers, 14.8K engagements


"$GOOGL PT Raised to $XXX at Evercore ISI We are reiterating our Outperform on GOOGL in the wake of Very Strong Q2 EPS results. We have modestly raised our estimates (1-3% for Revenue & EPS) and are raising our PT from $XXX to $XXX. Even with expectations rising into the print Revenue and Operating Income results came in better than expected and Fundamental trends were nicely positive organic revenue growth acceleration and operating margin expansion. Four Key Takes: 1) ad revenue growth trends were very consistent & positive Search & YouTube growth both accelerated on a reported basis and the"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948330323961655313) 2025-07-24 10:32:02 UTC 102.3K followers, 30.7K engagements


"$NOW PT Raised to $1234 at Citi ServiceNow kicked off large-cap reporting on a strong note with a larger than expected beat on CRPO Subscription revenue and profitability. This demonstrated continued strength from AI momentum despite a challenging macro + Federal backdrop. While the FY25 guidance raise was underwhelming (only partial flow through) this reflects some timing (on-prem early renewals in Q2) and more importantly continued conservatism as management continued to note an overall unchanged macro environment. We are buyers of NOW with consistent execution of one of the best AI stories"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948332130423164997) 2025-07-24 10:39:12 UTC 102.3K followers, 7937 engagements


"$GOOGL AI Driven Acceleration - Search Youtube and Google Cloud all accelerated as GenAl-enabled innovation is driving faster growth. Our EPS ests are largely unchanged (revenue higher offset by higher D&A/investment) but we remain OW as this accelerated pace of innovation sets up GOOGL for more durable multi-year growth - Morgan Stanley"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948237868163543382) 2025-07-24 04:24:38 UTC 102.3K followers, 9942 engagements


"Wells Fargo: 'Best Tactical Longs: $AMZN $GOOG & $EXPE'"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947266846585217202) 2025-07-21 12:06:09 UTC 102.3K followers, 14.5K engagements


"Guggenheim downgrades Datadog on fears that OpenAI will cut spending OpenAI now accounts for roughly $XXX million about XX% of Datadogs AInative customer cohort. Should they migrate away Guggenheim says Datadog faces a $XXX million or greaterhole to fill in 2026 as core enterprise spending remains subdued"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1942578759267410333) 2025-07-08 13:37:22 UTC 102.3K followers, 20.2K engagements


"$COUP Q2 EPS $XXXX vs est. ($0.06) Revenue $179.2mn vs est. $162.97mn GUIDANCE Q3 2022 EPS $0.01-$0.03 vs est. ($0.08) Q3 2022 revenue $177-178mn vs est. $168.8mn FY2022 EPS $0.27-$0.29 vs est. ($0.15) FY2022 revenue $706-708mn vs est. $687.2mn"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1435333910016106496) 2021-09-07 20:07:26 UTC 102.3K followers, XX engagements


"$MSFT Hired About Two Dozen Staff From $GOOGL Deepmind - CNBC Poaching for AI talent at its peak"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947703258010817021) 2025-07-22 17:00:17 UTC 102.3K followers, 38K engagements


"Goldman on $CRCL We initiate coverage of stablecoin issuer Circle Internet Group (CRCL) with a Neutral rating and an $XX 12-month price target based on 60.0x Q5-Q8 adjusted earnings implying XX% downside. CRCL is a unique asset in the public markets as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets without the direct price volatility inherent to crypto trading. CRCL's main product USDC is a stablecoin meant to represent USD on blockchain. We model a XX% USDC supply CAGR from 2024-27E and 26%/37% CRCL revenue/adj. EPS"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1939671028185416028) 2025-06-30 13:03:05 UTC 102.3K followers, 17K engagements


"$COIN PT Raised to $XXX at Cantor Fitzgerald As we highlighted in our initiation the investor perception shift in COIN from being a cyclical cryptocurrency trading platform to a mission-critical infrastructure layer of crypto will drive a re-rating in shares. We viewed stablecoins and its layer X Base as key drivers of that perception shift. We believe shares are starting to reflect the stablecoin opportunity but they do not reflect the Base opportunity. To that extent COIN just announced a meaningful product update - it is effectively launching a superapp in crypto that includes payments"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947272084494938275) 2025-07-21 12:26:58 UTC 102.3K followers, 18K engagements


"$NTNX Goldman Sachs Starts at Buy - Nutanix is well-positioned to extend its HCI lead with a large base of three-tier enterprise environments ripe for modernization and a multi-year tailwind from VMware disruption post-Broadcom"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945097166407491749) 2025-07-15 12:24:37 UTC 102.3K followers, 6607 engagements


"$OSCR PT Lowered to $X at Jefferies In Exhibit X we apply CNC's risk adjustment (RA) "miss" to OSCR and MOH. OSCR is most at risk as a HIX pure play and XX% of premiums from states where risk pool shifts should be most dramatic (FFM + non-expansion) and therefore estimating RA elements is most complicated. If OSCR experiences the same impact as CNC PY25 RA payable needs to increase $880M (JEFe). Caveat: Each company's accrual starting point could vary based on mgts' relative conservatism. OSCR Likely Made the Same RA Reserving Mistake as CNC. Since OSCR hasn't yet disclosed impact of the"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943296348599783900) 2025-07-10 13:08:48 UTC 102.2K followers, 15.8K engagements


"$AMZN up X% for $GOOGL monster beat. I will take it though"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948379749904269351) 2025-07-24 13:48:26 UTC 102.3K followers, 10.8K engagements


"$TSM PT Raised to $XXX at Goldman Sachs Maintain Conviction Buy"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945882201783959822) 2025-07-17 16:24:04 UTC 102.3K followers, 9559 engagements


"$GOOGL STIFEL - Advertising & Cloud Upside Dampened by More Capex But AI Commentary Remains Encouraging PT Raised to $222"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948218398741074215) 2025-07-24 03:07:17 UTC 102.3K followers, 10K engagements


"Cantor on $NOW ER 7/23 ServiceNow kicks us off next Wednesday July XX after the market closes where we previewed shares positively earlier this week provided positive checks. We picked up a possible uptick in shorting NOW shares given recent outperformance but believe this may have been more tactical. We expect the 2Q report to be a positive catalyst for shares with mitigated Federal risks (checks indicate stable demand) and Now Assist starter packs possibly driving more Pro Plus upgrades/adoption. PT $1200"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947269558605328491) 2025-07-21 12:16:55 UTC 102.3K followers, 7236 engagements


"$OSCR Oscar Health reports $XXX million loss revises 2025 guidance downward"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947632193737777466) 2025-07-22 12:17:54 UTC 102.3K followers, 18.4K engagements


"$AFRM partners with New Look Vision Group for Canadian eyewear payments"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947643421176508769) 2025-07-22 13:02:31 UTC 102.3K followers, 5626 engagements


"So $DDOG $TTD have gotten added so far. Who is next"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1944894642505572469) 2025-07-14 22:59:51 UTC 102.3K followers, 23.1K engagements


"$GTLB Rosenblatt Starts at Buy GitLab provides one of the leading DevOps platforms used by software engineers and IT Ops throughout the application development life cycle. Starting as an Open Source CI/CD tool GitLabs expanding DevSecOps platform brings together source code management CI/CD workflows application testing security project management monitoring and more. With all key aspects of the Software Development Lifecycle ('SDLC') on a single platform the Company delivers an integrated experience across multiple personas increased productivity and reduced friction. In our view the growth"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945093078844629272) 2025-07-15 12:08:22 UTC 102.3K followers, 9124 engagements


"$GOOGL STIFEL - Advertising & Cloud Upside Dampened by More Capex But AI Commentary Remains Encouraging PT Raised to $222"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948213401173295194) 2025-07-24 02:47:25 UTC 102.3K followers, 3464 engagements


"$MP says Apple agreed to make $200M prepayment"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945100201393369104) 2025-07-15 12:36:40 UTC 102.3K followers, 14.5K engagements


"$FICO Needham says our valuation analysis suggests a heavily favorable risk-reward from these levels. Remains on our Conviction List"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945522256182198359) 2025-07-16 16:33:46 UTC 102.3K followers, 12.8K engagements


"$CRWV HSBC Starts at Reduce PT $XX lol worse than Davidson target"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945582791644909828) 2025-07-16 20:34:19 UTC 102.3K followers, 16.2K engagements


"$NFLX Q2 EPS $XXXX $XXXX Est Revenue $11.08B $11.04B Est GUIDANCE: FY2025 revenue $44.8-45.2B $44.5B Est"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945937537840947202) 2025-07-17 20:03:57 UTC 102.3K followers, 20.9K engagements


"@pbmech not a workday fan but $CRM is a buy here"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947341595449430213) 2025-07-21 17:03:10 UTC 102.3K followers, XXX engagements


"$GOOGL $XXX for those who sold for $XXX or less on Apple Safari news in May"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947360648599630085) 2025-07-21 18:18:53 UTC 102.3K followers, 36K engagements


"Need to find these brilliant minds $GOOGL"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948173530279137348) 2025-07-24 00:08:59 UTC 102.3K followers, 15.2K engagements


"$ORCL PT Raised to $XXX at Citizens JMP Our new $XXX price target (previously $240) implies a CY26E EV/revenue of 13.4x (previously 10.5x) and a P/E of 40x (previously 30x) a XX% premium to the large-cap software peer group median P/E multiple that we believe is justified due to Oracles leading market position and accelerating growth"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1946146571151872043) 2025-07-18 09:54:34 UTC 102.3K followers, 11.8K engagements


"$GOOGL the main ones are on 🔥 Google Search & Other Revenue $XXXXX billion +12% y/y estimate $XXXXX billion YouTube ads revenue $XXXX billion +13% y/y estimate $XXXX billion Google Subscriptions Platforms and Devices Revenue $XXXXX billion +20% y/y estimate $XXXXX billion Google Cloud revenue $XXXXX billion +32% y/y estimate $XXXXX billion"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948116970907500649) 2025-07-23 20:24:14 UTC 102.3K followers, 30.9K engagements


"Gene Munster doing a Google search to find all negatives on the Qtr"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948130083774099503) 2025-07-23 21:16:21 UTC 102.3K followers, 18K engagements


"$AFRM Oppenheimer Starts at Outperform PT $80"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947284728911954166) 2025-07-21 13:17:12 UTC 102.3K followers, 5766 engagements


"$GOOGL OpenAI to use Google Cloud for ChatGPT - CNBC - OpenAI said Wednesday that it expects to start using Google's Cloud infrastructure for its ChatGPT chatbot product as compute constraints increase - Google Cloud Platform was added to OpenAI's list of providers which includes Microsoft Oracle and more"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945583653884706916) 2025-07-16 20:37:44 UTC 102.3K followers, 30.2K engagements


"$TSLA Q2 Product Updates - Plans for new vehicles that will launch in 2025 remain on track including initial production of a more affordable model in 1H25. - Cybercab will continue to pursue revolutionary unboxed manufacturing strategy and is scheduled for volume production starting in 2026"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948114519529836715) 2025-07-23 20:14:30 UTC 102.3K followers, 1947 engagements


"$PYPL Announces Interoperability with Venmo"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947873939553980595) 2025-07-23 04:18:31 UTC 102.3K followers, 12.5K engagements


"Edgewater Comments- $AMZN: Fundamentals remain bullish with NA retail trends proving resilient; AWS growth relatively consistent Q/Q Capacity constraints/Outlook improving"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948713562765197687) 2025-07-25 11:54:53 UTC 102.3K followers, 3632 engagements


"@dalibali2 Remember the three trillion dollar predictions of 2021 $SQ $SE $SHOP 🤣"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945708107839263039) 2025-07-17 04:52:17 UTC 102.3K followers, 1146 engagements


"$NOW Q2 EPS $XXXX $XXXX Est Revenue $3.22B $3.12B Est"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948113924332884188) 2025-07-23 20:12:08 UTC 102.3K followers, 7262 engagements


"Scotiabank $AMZN PT Raised to $XXX $GOOGL PT Raised to $240"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1947631574826291372) 2025-07-22 12:15:27 UTC 102.3K followers, 31K engagements


"$GOOGL CEO "AI is positively impacting every part of the business driving strong momentum" - New features including AI Overviews and AI Mode are performing well"  
![@BigBullCap Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28489821.png) [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1948112923005739139) 2025-07-23 20:08:09 UTC 102.3K followers, 15.8K engagements