Dark | Light
[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.]

# ![@FundaBottom Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::978741625.png) @FundaBottom FundaAI

FundaAI posts on X about ai, $goog, open ai, $okta the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::978741625/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +1,313%
- X Year XXXXXXXXX +6,170%

### Mentions: X [#](/creator/twitter::978741625/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +188%
- X Year XXX +921%

### Followers: XXXXX [#](/creator/twitter::978741625/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:followers.svg)

- X Week XXXXX +2.50%
- X Month XXXXX +16%
- X Months XXXXX +175%
- X Year XXXXX +2,727%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::978741625/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::978741625/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries) 

**Social topic influence**
[ai](/topic/ai), [$goog](/topic/$goog) #162, [open ai](/topic/open-ai), [$okta](/topic/$okta) #3, [business](/topic/business), [$lite](/topic/$lite), [stocks](/topic/stocks), [$googl](/topic/$googl), [gemini 3](/topic/gemini-3), [anthropic](/topic/anthropic)

**Top accounts mentioned or mentioned by**
[@fundamentalbottomnotep151144902utmsourcenotesshareactionr4ogk2m](/creator/undefined) [@akramsrazor](/creator/undefined) [@capitaljurassic](/creator/undefined) [@evinvestor21](/creator/undefined) [@warrenbuffett](/creator/undefined) [@elonmusk](/creator/undefined) [@inttradenetwork](/creator/undefined) [@beachinvestorr](/creator/undefined) [@davidlee](/creator/undefined) [@hhuang](/creator/undefined) [@jonahlupton](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@hfmajortom](/creator/undefined) [@rahulsetty](/creator/undefined) [@daveyjuice](/creator/undefined) [@hypertonx](/creator/undefined) [@cowboys6010](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@tictoctick](/creator/undefined) [@pkfund](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Okta Inc (OKTA)](/topic/$okta) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [MP Materials Corp. (MP)](/topic/$mp) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Tenable Holdings, Inc. (TENB)](/topic/$tenb) [Varonis Systems, Inc. (VRNS)](/topic/$vrns) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [MongoDB, Inc. (MDB)](/topic/$mdb) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Snowflake, Inc. (SNOW)](/topic/$snow) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Applovin Corporation (APP)](/topic/applovin)
### Top Social Posts
Top posts by engagements in the last XX hours

"(1/4)DEEP $GOOG s Optical Edge: OCS Gemini X Model Progress and the Coming Storage Crunch The competition in large-scale AI models is consolidating into a three-way race among Google OpenAI and Anthropic. While OpenAI and Anthropic excel in consumer adoption and coding/agent workflows Google is leveraging its unique TPU + Optical Circuit Switching (OCS) architecture to achieve decisive advantages in scalability cost and performance. The upcoming release of Gemini X expected to outperform rivals across multimodality cost efficiency and ultra-long-context reasoning positions Google to"  
[X Link](https://x.com/FundaBottom/status/1970114538541646188)  2025-09-22T13:14Z 6306 followers, 70.3K engagements


"Preview $OKTA FY3Q26: Marginal Improvement Similar to Last Quarter but This Quarter Still Unlikely to Mark a Major Inflection Point Oktas Q2 performance came in largely inline with its bogey showing signs of incremental improvement but not a material business inflection. Based on channel checks Q3 appears broadly similar: growth is improving at the margin but the new AI products are contributing very little at this stage. Only a limited subset of partners noted that Agentic Identity has entered POC stages and revenue contribution remains immaterial. Most partners have not built meaningful"  
[X Link](https://x.com/FundaBottom/status/1995665252630102093)  2025-12-02T01:24Z 6306 followers, 3218 engagements


"Review $OKTA FY3Q26: AI Identity Traction vs. The Mismatched Near-Term Guidance As anticipated in our preview this quarter was not an inflection point. While the company provided a positive narrative regarding the AI Agentic Identity Solution the announced Q4 guidance and the implied clues for FY27 lack strong financial support The year-over-year (YoY) guidance for Q4 cRPO (Current Remaining Performance Obligations) is only X% down from the XX% reported this quarter (the bogey was 13%-14%). This indicates a slowdown in cRPO growth. Although the Agentic AI Solution has achieved General"  
[X Link](https://x.com/FundaBottom/status/1996267293748392241)  2025-12-03T17:16Z 6306 followers, 1748 engagements


"Many funds were studying Optical over the weekend. I've heard that our $GOOG Optical report and $LITE report were widely circulated among funds this weekend. It's quite interesting"  
[X Link](https://x.com/FundaBottom/status/1997863426283172219)  2025-12-08T02:58Z 6306 followers, 11.6K engagements


"If the U.S. has to break away from Chinas rare-earth supply and refining know-how how should investors rank stocks across the rare-earth value chainbalancing valuation and upside $MP $LYC $UUUU"  
[X Link](https://x.com/FundaBottom/status/1977082220419727714)  2025-10-11T18:41Z 6267 followers, 8289 engagements


"Which SaaS vendors results could be impacted by OpenAIs new agent product Aardvark $TENB $VRNS $GTLB"  
[X Link](https://x.com/FundaBottom/status/1984097113521975329)  2025-10-31T03:16Z 6295 followers, 2561 engagements


"Appreciate $LITE=TPU2"  
[X Link](https://x.com/FundaBottom/status/1991169443209400534)  2025-11-19T15:39Z 6221 followers, 8034 engagements


"$MDB AH+22%"  
[X Link](https://x.com/FundaBottom/status/1995656634903986360)  2025-12-02T00:49Z 6291 followers, 3265 engagements


"Review $RBRK FY3Q26: Business Fundamentals and Competitive Landscape Remain Healthy; Identity Resilience Emerges as a Highlight Preview: Our previous channel checks suggested a softer Q3 followed by improvement in Q4 with a generally optimistic outlook for next year. We also noted that risks related to customer budgets and competition appeared manageable. Results Overview: Q3 execution was strong resulting in a full-year guidance raise and an optimistic tone regarding the outlook for the upcoming year. Detailed Report"  
[X Link](https://x.com/FundaBottom/status/1996945773452525581)  2025-12-05T14:12Z 6220 followers, 2117 engagements


"Review $SNOW 3Q25: 3Q25 Fully In Line With Our Expectations 4Q25 Reaccelerating But OPM Brings New Concerns Snowflakes 3Q25 results were completely in line with our expectations. In our Preview we specifically analyzed why we believed 3Q25 results might miss the Bogey but 4Q25 would see acceleration. 3Q25 revenue grew XX% year-over-year the smallest beat margin in the past year with a XXX% beat typical X% beat. Especially after DDOG and MDB results the market front-ran Snowflakes 3Q25 beat which also caused further sell-off after hours. However the 4Q26 guidance of XX% year-over-year growth"  
[X Link](https://x.com/FundaBottom/status/1996603533987393800)  2025-12-04T15:32Z 6308 followers, 1892 engagements


"If Trainum X orders increase which stocks benefit Between $ALAB $CRDO and $Alchip - who has the most upside"  
[X Link](https://x.com/FundaBottom/status/1980338701499809912)  2025-10-20T18:21Z 6307 followers, 4965 engagements


"Deep $APP: Black Friday Update - E-Commerce Advertising Progress Shows Meaningful Improvement Self Service Invitation Code Approval Creative Review 30-Second Video Data Partnership AppLovin-Shopify In our AppLovin 3Q25 Preview we noted that following AppLovins October launch of Self-Service and e-commerce campaigns e-commerce advertising budget growth was initially slower than expected. At the time we identified several key points: AppLovin maintained a high rejection rate for Self-Service invitation codes with many advertisers receiving approval only two weeks before Black Friday. Even after"  
[X Link](https://x.com/FundaBottom/status/1998025638603858074)  2025-12-08T13:43Z 6306 followers, 7252 engagements

[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.]

@FundaBottom Avatar @FundaBottom FundaAI

FundaAI posts on X about ai, $goog, open ai, $okta the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX +1,313%
  • X Year XXXXXXXXX +6,170%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXX +188%
  • X Year XXX +921%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +2.50%
  • X Month XXXXX +16%
  • X Months XXXXX +175%
  • X Year XXXXX +2,727%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks technology brands finance countries

Social topic influence ai, $goog #162, open ai, $okta #3, business, $lite, stocks, $googl, gemini 3, anthropic

Top accounts mentioned or mentioned by @fundamentalbottomnotep151144902utmsourcenotesshareactionr4ogk2m @akramsrazor @capitaljurassic @evinvestor21 @warrenbuffett @elonmusk @inttradenetwork @beachinvestorr @davidlee @hhuang @jonahlupton @stockmarketnerd @hfmajortom @rahulsetty @daveyjuice @hypertonx @cowboys6010 @stocksavvyshay @tictoctick @pkfund

Top assets mentioned Alphabet Inc Class A (GOOGL) Okta Inc (OKTA) Lumentum Holdings Inc. Common Stock (LITE) MP Materials Corp. (MP) Energy Fuels Inc. (UUUU) Tenable Holdings, Inc. (TENB) Varonis Systems, Inc. (VRNS) GitLab Inc. Class A Common Stock (GTLB) MongoDB, Inc. (MDB) Rubrik, Inc. (RBRK) Snowflake, Inc. (SNOW) Astera Labs, Inc. Common Stock (ALAB) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Applovin Corporation (APP)

Top Social Posts

Top posts by engagements in the last XX hours

"(1/4)DEEP $GOOG s Optical Edge: OCS Gemini X Model Progress and the Coming Storage Crunch The competition in large-scale AI models is consolidating into a three-way race among Google OpenAI and Anthropic. While OpenAI and Anthropic excel in consumer adoption and coding/agent workflows Google is leveraging its unique TPU + Optical Circuit Switching (OCS) architecture to achieve decisive advantages in scalability cost and performance. The upcoming release of Gemini X expected to outperform rivals across multimodality cost efficiency and ultra-long-context reasoning positions Google to"
X Link 2025-09-22T13:14Z 6306 followers, 70.3K engagements

"Preview $OKTA FY3Q26: Marginal Improvement Similar to Last Quarter but This Quarter Still Unlikely to Mark a Major Inflection Point Oktas Q2 performance came in largely inline with its bogey showing signs of incremental improvement but not a material business inflection. Based on channel checks Q3 appears broadly similar: growth is improving at the margin but the new AI products are contributing very little at this stage. Only a limited subset of partners noted that Agentic Identity has entered POC stages and revenue contribution remains immaterial. Most partners have not built meaningful"
X Link 2025-12-02T01:24Z 6306 followers, 3218 engagements

"Review $OKTA FY3Q26: AI Identity Traction vs. The Mismatched Near-Term Guidance As anticipated in our preview this quarter was not an inflection point. While the company provided a positive narrative regarding the AI Agentic Identity Solution the announced Q4 guidance and the implied clues for FY27 lack strong financial support The year-over-year (YoY) guidance for Q4 cRPO (Current Remaining Performance Obligations) is only X% down from the XX% reported this quarter (the bogey was 13%-14%). This indicates a slowdown in cRPO growth. Although the Agentic AI Solution has achieved General"
X Link 2025-12-03T17:16Z 6306 followers, 1748 engagements

"Many funds were studying Optical over the weekend. I've heard that our $GOOG Optical report and $LITE report were widely circulated among funds this weekend. It's quite interesting"
X Link 2025-12-08T02:58Z 6306 followers, 11.6K engagements

"If the U.S. has to break away from Chinas rare-earth supply and refining know-how how should investors rank stocks across the rare-earth value chainbalancing valuation and upside $MP $LYC $UUUU"
X Link 2025-10-11T18:41Z 6267 followers, 8289 engagements

"Which SaaS vendors results could be impacted by OpenAIs new agent product Aardvark $TENB $VRNS $GTLB"
X Link 2025-10-31T03:16Z 6295 followers, 2561 engagements

"Appreciate $LITE=TPU2"
X Link 2025-11-19T15:39Z 6221 followers, 8034 engagements

"$MDB AH+22%"
X Link 2025-12-02T00:49Z 6291 followers, 3265 engagements

"Review $RBRK FY3Q26: Business Fundamentals and Competitive Landscape Remain Healthy; Identity Resilience Emerges as a Highlight Preview: Our previous channel checks suggested a softer Q3 followed by improvement in Q4 with a generally optimistic outlook for next year. We also noted that risks related to customer budgets and competition appeared manageable. Results Overview: Q3 execution was strong resulting in a full-year guidance raise and an optimistic tone regarding the outlook for the upcoming year. Detailed Report"
X Link 2025-12-05T14:12Z 6220 followers, 2117 engagements

"Review $SNOW 3Q25: 3Q25 Fully In Line With Our Expectations 4Q25 Reaccelerating But OPM Brings New Concerns Snowflakes 3Q25 results were completely in line with our expectations. In our Preview we specifically analyzed why we believed 3Q25 results might miss the Bogey but 4Q25 would see acceleration. 3Q25 revenue grew XX% year-over-year the smallest beat margin in the past year with a XXX% beat typical X% beat. Especially after DDOG and MDB results the market front-ran Snowflakes 3Q25 beat which also caused further sell-off after hours. However the 4Q26 guidance of XX% year-over-year growth"
X Link 2025-12-04T15:32Z 6308 followers, 1892 engagements

"If Trainum X orders increase which stocks benefit Between $ALAB $CRDO and $Alchip - who has the most upside"
X Link 2025-10-20T18:21Z 6307 followers, 4965 engagements

"Deep $APP: Black Friday Update - E-Commerce Advertising Progress Shows Meaningful Improvement Self Service Invitation Code Approval Creative Review 30-Second Video Data Partnership AppLovin-Shopify In our AppLovin 3Q25 Preview we noted that following AppLovins October launch of Self-Service and e-commerce campaigns e-commerce advertising budget growth was initially slower than expected. At the time we identified several key points: AppLovin maintained a high rejection rate for Self-Service invitation codes with many advertisers receiving approval only two weeks before Black Friday. Even after"
X Link 2025-12-08T13:43Z 6306 followers, 7252 engagements

@FundaBottom
/creator/twitter::FundaBottom